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
Emily Frieze-Kemeny Emily Frieze-Kemeny's Morgan Stanley Experience February 1998 - January 2008
Job Global Head of Learning and Development, Human Resources at Avon
Industry Information Technology and Services
Experience
Avon September 2014 - Present
IBM October 2010 - August 2014
IBM February 2008 - September 2010
Morgan Stanley February 1998 - January 2008
Shearman & Sterling LLP June 1997 - February 1998
Skills
Change Management, Organizational..., Performance Management, Talent Management, Leadership Development, Program Management, Coaching, Team Building
Education
Teachers College of Columbia University 2005 — 2008
MA, Adult Learning & Leadership
Skidmore College 1993 — 1997
BA, Government
Avon September 2014 - Present
IBM October 2010 - August 2014
IBM February 2008 - September 2010
Morgan Stanley February 1998 - January 2008
Shearman & Sterling LLP June 1997 - February 1998
Skills
Change Management, Organizational..., Performance Management, Talent Management, Leadership Development, Program Management, Coaching, Team Building
Education
Teachers College of Columbia University 2005 — 2008
MA, Adult Learning & Leadership
Skidmore College 1993 — 1997
BA, Government
Nikole Helsel Nikole Helsel's Morgan Stanley Experience 2006 - 2009
Job Human Resources, Dutch Bros. Coffee Boise
Industry Consumer Goods
Experience
Dutch Bros. Coffee April 2015 - Present
Boise State University April 2014 - March 2015
Dutch Bros. Coffee 2012 - 2015
Dutch Bros. Coffee 2012 - 2015
Boise School District September 2012 - April 2014
Simpson University August 2011 - September 2012
Simpson University March 2008 - August 2011
Morgan Stanley 2006 - 2009
Executive Scheduling Associates 2008 - 2008
Skills
Human Resources, Recruiting, Leadership Development, Event Planning, Community Outreach, Higher Education, Nonprofits, Public Speaking, Teaching, Student Affairs, Staff Development, Research, Program Development, Student Development, Leadership, Editing, Curriculum Design, Microsoft Office, Curriculum Development, Communication, Training, Fundraising, Student Financial Aid, Executive..., Youth Mentoring, Team Mentoring, Mentoring New Hires, Onboarding, Conflict Resolution
Education
Simpson University 2003 — 2006
Bachelor's degree, Youth Ministry
Dutch Bros. Coffee April 2015 - Present
Boise State University April 2014 - March 2015
Dutch Bros. Coffee 2012 - 2015
Dutch Bros. Coffee 2012 - 2015
Boise School District September 2012 - April 2014
Simpson University August 2011 - September 2012
Simpson University March 2008 - August 2011
Morgan Stanley 2006 - 2009
Executive Scheduling Associates 2008 - 2008
Skills
Human Resources, Recruiting, Leadership Development, Event Planning, Community Outreach, Higher Education, Nonprofits, Public Speaking, Teaching, Student Affairs, Staff Development, Research, Program Development, Student Development, Leadership, Editing, Curriculum Design, Microsoft Office, Curriculum Development, Communication, Training, Fundraising, Student Financial Aid, Executive..., Youth Mentoring, Team Mentoring, Mentoring New Hires, Onboarding, Conflict Resolution
Education
Simpson University 2003 — 2006
Bachelor's degree, Youth Ministry
Jefferson Ye Jefferson Ye's Morgan Stanley Experience June 2014 - September 2014
Job AP Clerk I at BRIDGE Housing Corporation
Industry Financial Services
Experience
BRIDGE Housing Corporation September 2015 - Present
BRIDGE Housing Corporation November 2014 - Present
Morgan Stanley June 2014 - September 2014
Marriott Hotels April 2014 - June 2014
YMCA of San Francisco September 2011 - June 2013
Gap Inc./Gap August 2010 - December 2012
Skills
Microsoft Word, Microsoft Excel, Mandarin, Microsoft Office, Research, PowerPoint, Sales, Leadership, English, Process Improvement
Education
University of California, Davis 2012 — 2014
Bachelor's Degree, Economics
Skyline College 2009 — 2012
Associate's Degree, Business/Managerial Economics
BRIDGE Housing Corporation September 2015 - Present
BRIDGE Housing Corporation November 2014 - Present
Morgan Stanley June 2014 - September 2014
Marriott Hotels April 2014 - June 2014
YMCA of San Francisco September 2011 - June 2013
Gap Inc./Gap August 2010 - December 2012
Skills
Microsoft Word, Microsoft Excel, Mandarin, Microsoft Office, Research, PowerPoint, Sales, Leadership, English, Process Improvement
Education
University of California, Davis 2012 — 2014
Bachelor's Degree, Economics
Skyline College 2009 — 2012
Associate's Degree, Business/Managerial Economics
Eric Tobey's Morgan Stanley Experience June 2015 - Present
Job Annuity Planning Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Morgan Stanley May 2013 - June 2015
ING Financial Partners December 2011 - December 2012
Fortis Bank June 2008 - September 2009
Forensic Films June 2007 - September 2007
The Journal News April 2007 - June 2007
RCN Entertainment, TV June 2004 - September 2004
Skills
Finance, Series 63, Series 7, Microsoft Excel, Retirement Planning, Microsoft Office, Financial Analysis, Mutual Funds, Financial Services, Wealth Management, Asset Allocation, Uniform Combined State..., Series 65, Management, Investments, PowerPoint, Social Media
Education
Skidmore College 2007 — 2011
BA, Sociology; Business Management; Spanish
Escola Superior de Comerç Internacional (ESCI) 2009 — 2009
Business and Culture
Irvington high school 2003 — 2007
Morgan Stanley June 2015 - Present
Morgan Stanley May 2013 - June 2015
ING Financial Partners December 2011 - December 2012
Fortis Bank June 2008 - September 2009
Forensic Films June 2007 - September 2007
The Journal News April 2007 - June 2007
RCN Entertainment, TV June 2004 - September 2004
Skills
Finance, Series 63, Series 7, Microsoft Excel, Retirement Planning, Microsoft Office, Financial Analysis, Mutual Funds, Financial Services, Wealth Management, Asset Allocation, Uniform Combined State..., Series 65, Management, Investments, PowerPoint, Social Media
Education
Skidmore College 2007 — 2011
BA, Sociology; Business Management; Spanish
Escola Superior de Comerç Internacional (ESCI) 2009 — 2009
Business and Culture
Irvington high school 2003 — 2007
Daria Burachek's Morgan Stanley Experience June 2014 - Present
Job Internal Communications at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Cowan DeBaets Abrahams & Sheppard July 2011 - June 2014
WGBH January 2011 - May 2011
Simmons College Libraries November 2007 - May 2011
WGBH September 2010 - December 2010
Skills
Facebook, Video Production, Editing, Research, Public Speaking, Management, Entertainment, Office Management, Journalism, Administrative..., PowerPoint, Social Media, Microsoft Excel, Writing
Education
Simmons College 2007 — 2011
B.A.
University of Technology Sydney 2010 — 2010
B.A.
Morgan Stanley June 2014 - Present
Cowan DeBaets Abrahams & Sheppard July 2011 - June 2014
WGBH January 2011 - May 2011
Simmons College Libraries November 2007 - May 2011
WGBH September 2010 - December 2010
Skills
Facebook, Video Production, Editing, Research, Public Speaking, Management, Entertainment, Office Management, Journalism, Administrative..., PowerPoint, Social Media, Microsoft Excel, Writing
Education
Simmons College 2007 — 2011
B.A.
University of Technology Sydney 2010 — 2010
B.A.
Elizabeth Frost's Morgan Stanley Experience November 2013 - November 2013
Job Investment Banking Analyst
Industry Financial Services
Experience
Deutsche Bank July 2015 - Present
Deutsche Bank June 2014 - August 2014
Smith College Investment Club September 2013 - June 2014
Morgan Stanley November 2013 - November 2013
Executive Monetary Management May 2013 - August 2013
Deutsche Bank April 2013 - April 2013
Phoebe Reese Lewis Leadership Program January 2012 - January 2013
Amigos de las Americas June 2012 - August 2012
Cheeburger Cheeburger Restaurant April 2011 - September 2011
Holocaust and Human Rights Education Center April 2011 - June 2011
Skills
Economics, Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Financial Modeling, Microsoft Word, Corporate Finance, Teamwork, Research, Investments, Training
Education
Smith College 2011 — 2015
Bachelor's degree, Economics
Blind Brook High School 2007 — 2011
Deutsche Bank July 2015 - Present
Deutsche Bank June 2014 - August 2014
Smith College Investment Club September 2013 - June 2014
Morgan Stanley November 2013 - November 2013
Executive Monetary Management May 2013 - August 2013
Deutsche Bank April 2013 - April 2013
Phoebe Reese Lewis Leadership Program January 2012 - January 2013
Amigos de las Americas June 2012 - August 2012
Cheeburger Cheeburger Restaurant April 2011 - September 2011
Holocaust and Human Rights Education Center April 2011 - June 2011
Skills
Economics, Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Financial Modeling, Microsoft Word, Corporate Finance, Teamwork, Research, Investments, Training
Education
Smith College 2011 — 2015
Bachelor's degree, Economics
Blind Brook High School 2007 — 2011
Brendan McMurtrie's Morgan Stanley Experience 2001 - 2001
Job Vice President at The Bailey Group, AXA Advisors, LLC
Industry Financial Services
Experience
The Bailey Group August 2014 - Present
AXA Advisors, LLC September 2012 - Present
MetLife November 2011 - August 2012
NRS December 2009 - November 2011
WealthBridge Advisors February 2006 - December 2009
LPL Financial 2004 - 2006
Citi 2002 - 2004
Morgan Stanley 2001 - 2001
Fidelity Investments 1999 - 2001
Wells Fargo 1996 - 1999
Skills
Wealth Management, Customer Service, Investment Services, Investment Planning, Insurance Strategies, Executive Benefits..., Retirement Planning, Client Education, Risk Management, Estate Planning...
Education
Sonoma State University 1993 — 1998
Bachelor of Science (BS), Business Administration and Management, General
Petaluma High School 1990 — 1993
The Bailey Group August 2014 - Present
AXA Advisors, LLC September 2012 - Present
MetLife November 2011 - August 2012
NRS December 2009 - November 2011
WealthBridge Advisors February 2006 - December 2009
LPL Financial 2004 - 2006
Citi 2002 - 2004
Morgan Stanley 2001 - 2001
Fidelity Investments 1999 - 2001
Wells Fargo 1996 - 1999
Skills
Wealth Management, Customer Service, Investment Services, Investment Planning, Insurance Strategies, Executive Benefits..., Retirement Planning, Client Education, Risk Management, Estate Planning...
Education
Sonoma State University 1993 — 1998
Bachelor of Science (BS), Business Administration and Management, General
Petaluma High School 1990 — 1993
Jerry Winhoven Jerry Winhoven's Morgan Stanley Experience 2001 - 2003
Job Certified Brand Ambassador at Lincoln Motor Company
Industry Financial Services
Experience
Lincoln of Delray Beach, Florida July 2014 - Present
JPMorgan Chase May 2010 - February 2014
Key Investment Services February 2006 - July 2008
Fifth Third Securities 2003 - 2006
Morgan Stanley 2001 - 2003
Skills
Management, Portfolio Management, Wealth Management, Equities
Education
Sinclair Community College 1996 — 2000
Finance Cirriculum, Finance and Financial Management Services
Lincoln of Delray Beach, Florida July 2014 - Present
JPMorgan Chase May 2010 - February 2014
Key Investment Services February 2006 - July 2008
Fifth Third Securities 2003 - 2006
Morgan Stanley 2001 - 2003
Skills
Management, Portfolio Management, Wealth Management, Equities
Education
Sinclair Community College 1996 — 2000
Finance Cirriculum, Finance and Financial Management Services
Rino Minami Rino Minami's Morgan Stanley Experience March 2007 - September 2008
Job Client Services at Rakuten Marketing
Industry Marketing and Advertising
Experience
Rakuten Marketing June 2013 - Present
USA TODAY April 2012 - Present
USA TODAY April 2011 - March 2012
Nozzle Inc. June 2009 - February 2011
Hot Stuff Promotion October 2008 - June 2009
Morgan Stanley March 2007 - September 2008
Skills
Digital Marketing, Marketing Strategy, Digital Strategy, Online Marketing, Online Advertising, Corporate Branding, Project Management, Team Building, Advertising Operations, Advertising Sales, Team Management, Account Management, Standardization, Strategic Partnerships, Foreign Languages, Advertising, Marketing
Education
Sophia University 2001 — 2005
Rakuten Marketing June 2013 - Present
USA TODAY April 2012 - Present
USA TODAY April 2011 - March 2012
Nozzle Inc. June 2009 - February 2011
Hot Stuff Promotion October 2008 - June 2009
Morgan Stanley March 2007 - September 2008
Skills
Digital Marketing, Marketing Strategy, Digital Strategy, Online Marketing, Online Advertising, Corporate Branding, Project Management, Team Building, Advertising Operations, Advertising Sales, Team Management, Account Management, Standardization, Strategic Partnerships, Foreign Languages, Advertising, Marketing
Education
Sophia University 2001 — 2005
Orlin Jordanov Orlin Jordanov's Morgan Stanley Experience October 2010 - December 2012
Job Principal Consultant, Capital Markets
Industry Investment Banking
Experience
Capco January 2013 - Present
Morgan Stanley October 2010 - December 2012
Goldman, Sachs & Co June 2008 - September 2010
HSN December 2003 - May 2008
Modelithics, Inc. July 2001 - November 2003
NexTrade ECN May 2000 - January 2001
Skills
Project Management, Oracle, Negotiation, Bloomberg, Access, Cognos, New Business Development, Business Objects, Visio, Risk Management, Strategic Planning, Budgets, Business Planning, Systems Analysis, Stata, Strategy, Business Process...
Education
University of South Florida 1999 — 2001
Master of Business Administration (M.B.A.), Finance and Financial Management Services, Graduated with Honors, GPA 4.0
University of South Florida 1999 — 2001
Master's Degree, Management Information Systems, General, Graduated with Honors, GPA 4.0
Sofia University St. Kliment Ohridski 1993 — 1998
Master's Degree, International Law and Legal Studies
Capco January 2013 - Present
Morgan Stanley October 2010 - December 2012
Goldman, Sachs & Co June 2008 - September 2010
HSN December 2003 - May 2008
Modelithics, Inc. July 2001 - November 2003
NexTrade ECN May 2000 - January 2001
Skills
Project Management, Oracle, Negotiation, Bloomberg, Access, Cognos, New Business Development, Business Objects, Visio, Risk Management, Strategic Planning, Budgets, Business Planning, Systems Analysis, Stata, Strategy, Business Process...
Education
University of South Florida 1999 — 2001
Master of Business Administration (M.B.A.), Finance and Financial Management Services, Graduated with Honors, GPA 4.0
University of South Florida 1999 — 2001
Master's Degree, Management Information Systems, General, Graduated with Honors, GPA 4.0
Sofia University St. Kliment Ohridski 1993 — 1998
Master's Degree, International Law and Legal Studies
Angie Funtanilla Angie Funtanilla's Morgan Stanley Experience February 2012 - Present
Job Financial Services
Industry Financial Services
Experience
Morgan Stanley February 2012 - Present
Morgan Stanley Smith Barney 2004 - 2011
Thomas Weisel Partners 2001 - 2003
Skills
Series 7, Investments, Equities, Financial Planning, Asset Management, Portfolio Management, Financial Analysis, Insurance, Retirement Planning, Wealth Management, Strategic Financial..., Alternative Investments, Finance, Asset Allocation, Asset Managment, Bonds, Separately Managed..., Fixed Income, Financial Services, Mutual Funds, Banking, Investment Advisory, Retirement, Series 65, Wealth Management..., Financial Modeling, Uniform Combined State..., Wealth, Estate Planning, High Net Worth..., Fixed Annuities, Risk Management, Financial Planners, Financial Advisory, Trading, 401k Rollovers, IRAs, Small Business, Series 63, Relationship Management, 401k, Securities, ETFs, FINRA, Investment Strategies, Roth IRA, Variable Annuities, Saving for Education, Financial Markets, Series 6
Education
Sonoma State University 1994 — 2000
BS, Kinesiology
Bishop O'Dowd 1986 — 1988
Morgan Stanley February 2012 - Present
Morgan Stanley Smith Barney 2004 - 2011
Thomas Weisel Partners 2001 - 2003
Skills
Series 7, Investments, Equities, Financial Planning, Asset Management, Portfolio Management, Financial Analysis, Insurance, Retirement Planning, Wealth Management, Strategic Financial..., Alternative Investments, Finance, Asset Allocation, Asset Managment, Bonds, Separately Managed..., Fixed Income, Financial Services, Mutual Funds, Banking, Investment Advisory, Retirement, Series 65, Wealth Management..., Financial Modeling, Uniform Combined State..., Wealth, Estate Planning, High Net Worth..., Fixed Annuities, Risk Management, Financial Planners, Financial Advisory, Trading, 401k Rollovers, IRAs, Small Business, Series 63, Relationship Management, 401k, Securities, ETFs, FINRA, Investment Strategies, Roth IRA, Variable Annuities, Saving for Education, Financial Markets, Series 6
Education
Sonoma State University 1994 — 2000
BS, Kinesiology
Bishop O'Dowd 1986 — 1988
Melonie Totah Melonie Totah's Morgan Stanley Experience December 2013 - Present
Job Receptionist / Administrative Assistant
Industry Investment Banking
Experience
Morgan Stanley December 2013 - Present
DynEd International May 2012 - May 2013
Health Plan of San Mateo January 2012 - May 2012
Owner/Manager April 1992 - December 2011
Skills
Office Administration, Managerial Skills, Restaurant Management, Retail Sales Experience, Customer Service, Sales, Budgets, Microsoft Office, Team Leadership, Team Building, PowerPoint, Account Management, Sales Process, Teamwork, Inventory Management, Marketing, Outlook, Payroll, Microsoft Excel, Project Management, Sales Management, Accounts Payable, Accounts Receivable, Collections, Account Reconciliation, Microsoft Word, Data Entry
Education
Skyline College 1991 — 1993
N/A, Basic Skills and Developmental/Remedial Education
Morgan Stanley December 2013 - Present
DynEd International May 2012 - May 2013
Health Plan of San Mateo January 2012 - May 2012
Owner/Manager April 1992 - December 2011
Skills
Office Administration, Managerial Skills, Restaurant Management, Retail Sales Experience, Customer Service, Sales, Budgets, Microsoft Office, Team Leadership, Team Building, PowerPoint, Account Management, Sales Process, Teamwork, Inventory Management, Marketing, Outlook, Payroll, Microsoft Excel, Project Management, Sales Management, Accounts Payable, Accounts Receivable, Collections, Account Reconciliation, Microsoft Word, Data Entry
Education
Skyline College 1991 — 1993
N/A, Basic Skills and Developmental/Remedial Education
Hilary R. Sievers's Morgan Stanley Experience August 2015 - Present
Job Vice President, Field Leadership & Service Development Program Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
Morgan Stanley Wealth Management January 2014 - Present
Assistant Vice President at Morgan Stanley Wealth Management August 2006 - January 2014
Behavioral Treatments January 2003 - October 2007
Vector Marketing July 2003 - July 2006
Skills
Training, Financial Services, Wealth Management, Mutual Funds, Leadership Development, Strategic Financial..., Team Leadership, Relationship Management, Securities, FINRA, Marketing Communications, Leadership, Photography, Portfolio Management, Investments, Asset Allocation, Recruiting, Retirement Planning, Fixed Income, Finance, Equities, Risk Management, Marketing, Financial Advisory, Professional..., Human Resources, Product Management, People Development, Training Management, Positive Psychology, Corporate Communications, Internal Communications, Digital Photography, Graphic Design, Lifestyle Photography, Adult Learning Theory, Equality & Diversity, Diversity & Inclusion, Securities Licensing, Project Management, SharePoint, Virtual Teams, Corporate Branding, Employee Training, Coaching Staff, Management, Customer Service, Organizational Culture, Change Management, Culture Change
Education
University of Phoenix
Bachelor of Science in Business Management, Business Management
Sinclair Community College
Associate of Applied Science in Visual Communications, Visual Communications
Brookville High
High School
Morgan Stanley August 2015 - Present
Morgan Stanley Wealth Management January 2014 - Present
Assistant Vice President at Morgan Stanley Wealth Management August 2006 - January 2014
Behavioral Treatments January 2003 - October 2007
Vector Marketing July 2003 - July 2006
Skills
Training, Financial Services, Wealth Management, Mutual Funds, Leadership Development, Strategic Financial..., Team Leadership, Relationship Management, Securities, FINRA, Marketing Communications, Leadership, Photography, Portfolio Management, Investments, Asset Allocation, Recruiting, Retirement Planning, Fixed Income, Finance, Equities, Risk Management, Marketing, Financial Advisory, Professional..., Human Resources, Product Management, People Development, Training Management, Positive Psychology, Corporate Communications, Internal Communications, Digital Photography, Graphic Design, Lifestyle Photography, Adult Learning Theory, Equality & Diversity, Diversity & Inclusion, Securities Licensing, Project Management, SharePoint, Virtual Teams, Corporate Branding, Employee Training, Coaching Staff, Management, Customer Service, Organizational Culture, Change Management, Culture Change
Education
University of Phoenix
Bachelor of Science in Business Management, Business Management
Sinclair Community College
Associate of Applied Science in Visual Communications, Visual Communications
Brookville High
High School
Katherine Hansell Katherine Hansell's Morgan Stanley Experience September 2007 - June 2008
Job Vice President, Corporate & Investment Banking at Mitsubishi UFJ Financial Group
Industry Banking
Experience
Bank of Tokyo-Mitsubishi UFJ April 2012 - Present
HSBC December 2010 - March 2012
HSBC March 2009 - December 2010
HSBC July 2008 - March 2009
Morgan Stanley September 2007 - June 2008
Liberty Mutual Insurance May 2007 - September 2007
Skills
Credit Analysis, Financial Analysis, Credit Risk, Relationship Management, Portfolio Management, Credit, Banking, Commercial Banking, Investments, Underwriting, Asset Based Lending, Cross Selling, Loans, Corporate Finance, Financial Modeling, Capital Markets, Financial Risk, Fixed Income, Strategy, Financial Structuring
Education
Simmons College 2004 — 2008
Bachelor's degree, Finance and Economics
John Cabot University - Study Abroad: Rome, Italy 2006 — 2007
Bank of Tokyo-Mitsubishi UFJ April 2012 - Present
HSBC December 2010 - March 2012
HSBC March 2009 - December 2010
HSBC July 2008 - March 2009
Morgan Stanley September 2007 - June 2008
Liberty Mutual Insurance May 2007 - September 2007
Skills
Credit Analysis, Financial Analysis, Credit Risk, Relationship Management, Portfolio Management, Credit, Banking, Commercial Banking, Investments, Underwriting, Asset Based Lending, Cross Selling, Loans, Corporate Finance, Financial Modeling, Capital Markets, Financial Risk, Fixed Income, Strategy, Financial Structuring
Education
Simmons College 2004 — 2008
Bachelor's degree, Finance and Economics
John Cabot University - Study Abroad: Rome, Italy 2006 — 2007
Jeanna Montes Jeanna Montes's Morgan Stanley Experience 2007 - 2010
Job JMG Wealth Management Group
Industry Financial Services
Experience
JMG Wealth Managment Group 2012 - Present
Morgan Stanley 2007 - 2010
UBS 2004 - 2007
National Planning Corporation 2001 - 2004
Cache Creek Casino Resort 1994 - 2001
Education
California State Hayward 1999 — 2001
Bachelor of Science (B.S.) Degree Business Administration, Business Finance
Solano Community College 1996 — 1999
Associate Degree in Business Administration and Liberal Arts
Esparto
JMG Wealth Managment Group 2012 - Present
Morgan Stanley 2007 - 2010
UBS 2004 - 2007
National Planning Corporation 2001 - 2004
Cache Creek Casino Resort 1994 - 2001
Education
California State Hayward 1999 — 2001
Bachelor of Science (B.S.) Degree Business Administration, Business Finance
Solano Community College 1996 — 1999
Associate Degree in Business Administration and Liberal Arts
Esparto
Marta Decatrel Marta Decatrel's Morgan Stanley Experience 1998 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 1998 - Present
Bear Stearns 1996 - 1998
BSG 1995 - 1996
Citi 1989 - 1995
Skills
Product Management, Project Delivery, Vendor Management, Financial Services, IT Strategy, Business Analysis, Risk Management, SDLC, Enterprise Architecture, Program Management, Management, Project Management, Project Portfolio..., IT Management, Software Project...
Education
Skidmore College
Biology/Anthropology
The George Washington University
Physical and Biological Anthropology/ Museum Studies
Morgan Stanley 1998 - Present
Bear Stearns 1996 - 1998
BSG 1995 - 1996
Citi 1989 - 1995
Skills
Product Management, Project Delivery, Vendor Management, Financial Services, IT Strategy, Business Analysis, Risk Management, SDLC, Enterprise Architecture, Program Management, Management, Project Management, Project Portfolio..., IT Management, Software Project...
Education
Skidmore College
Biology/Anthropology
The George Washington University
Physical and Biological Anthropology/ Museum Studies
Samuel Mott Samuel Mott's Morgan Stanley Experience June 2011 - September 2011
Job J.D. Candidate at Catholic University Columbus School of Law
Industry Law Practice
Experience
Associated Medical Schools of New York (AMSNY) June 2011 - July 2014
Morgan Stanley June 2011 - September 2011
New York State Assembly January 2011 - May 2011
New York State Insurance Department September 2010 - December 2010
Skills
Legislation, Analysis
Education
The Catholic University of America, Columbus School of Law 2014 — 2017
Siena College 2007 — 2011
Bachelors, Political Science and Business
Associated Medical Schools of New York (AMSNY) June 2011 - July 2014
Morgan Stanley June 2011 - September 2011
New York State Assembly January 2011 - May 2011
New York State Insurance Department September 2010 - December 2010
Skills
Legislation, Analysis
Education
The Catholic University of America, Columbus School of Law 2014 — 2017
Siena College 2007 — 2011
Bachelors, Political Science and Business
Melissa Millan Melissa Millan's Morgan Stanley Experience June 2006 - August 2009
Job Director of Customer Experience at Trumaker
Industry Apparel & Fashion
Experience
Trumaker June 2014 - Present
Androgyny July 2011 - Present
Levi Strauss & Co. October 2009 - June 2011
Morgan Stanley June 2006 - August 2009
Skills
Financial Modeling, Apparel, Customer Insight, Entrepreneurship, Fashion, Market Research, Analytics, Strategy, Competitive Analysis, Business Strategy, Valuation, Marketing Strategy, Corporate Finance, Management Consulting, Start-ups, Strategic Partnerships, Strategic Consulting
Education
UC Berkeley Haas School of Business 2011 — 2013
MBA, Marketing, Entrepreneurship
Smith College 2002 — 2006
B.A., Economics
University of Queensland 2004 — 2004
Trumaker June 2014 - Present
Androgyny July 2011 - Present
Levi Strauss & Co. October 2009 - June 2011
Morgan Stanley June 2006 - August 2009
Skills
Financial Modeling, Apparel, Customer Insight, Entrepreneurship, Fashion, Market Research, Analytics, Strategy, Competitive Analysis, Business Strategy, Valuation, Marketing Strategy, Corporate Finance, Management Consulting, Start-ups, Strategic Partnerships, Strategic Consulting
Education
UC Berkeley Haas School of Business 2011 — 2013
MBA, Marketing, Entrepreneurship
Smith College 2002 — 2006
B.A., Economics
University of Queensland 2004 — 2004
Adam Carver's Morgan Stanley Experience August 2006 - July 2008
Job Principal at MESA Ventures
Industry Internet
Experience
MESA Ventures August 2014 - Present
Techstars February 2014 - Present
Elevatr August 2013 - January 2014
NY Tech Day January 2013 - August 2013
University of Michigan September 2009 - May 2012
Morgan Stanley August 2006 - July 2008
Royal Bank of Scotland March 2005 - August 2006
Skills
Start-ups, Business Development, Leadership, Creative Problem Solving, Finance, General Awesomeness, Strategic Partnerships, Venture Capital
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2012
Master of Business Administration (M.B.A.), Entrepreneurship
University of Michigan 2009 — 2012
Master of Science (MS), Sustainable Systems
Skidmore College 2002 — 2004
Bachelor of Arts (BA), Business, Spanish
MESA Ventures August 2014 - Present
Techstars February 2014 - Present
Elevatr August 2013 - January 2014
NY Tech Day January 2013 - August 2013
University of Michigan September 2009 - May 2012
Morgan Stanley August 2006 - July 2008
Royal Bank of Scotland March 2005 - August 2006
Skills
Start-ups, Business Development, Leadership, Creative Problem Solving, Finance, General Awesomeness, Strategic Partnerships, Venture Capital
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2012
Master of Business Administration (M.B.A.), Entrepreneurship
University of Michigan 2009 — 2012
Master of Science (MS), Sustainable Systems
Skidmore College 2002 — 2004
Bachelor of Arts (BA), Business, Spanish
Laurie Crispin's Morgan Stanley Experience June 2008 - August 2008
Job Loan Analyst at Mortgage Master
Industry Financial Services
Experience
Mortgage Master November 2012 - Present
THINK Real Estate Services June 2011 - August 2013
State Street October 2010 - June 2011
Animal Rescue League of Boston August 2008 - October 2010
Morgan Stanley June 2008 - August 2008
Skills
Real Estate Transactions, Client Relationship..., Lease Administration, Social Media, Direct Marketing, Online Communications, Website Management, Rental Properties, First Time Home Buyers, Marketing Communications, Relocation, Rentals, Webmaster Services, Real Estate, CRM, Loan Servicing, Mortgage Servicing, Negotiation, Leadership, Residential Mortgages, Finance, Investments, Sales, Mortgage Lending, Management, Microsoft Office, Marketing
Education
Simmons College 2004 — 2008
B.A., Finance, 3.5 GPA
Mortgage Master November 2012 - Present
THINK Real Estate Services June 2011 - August 2013
State Street October 2010 - June 2011
Animal Rescue League of Boston August 2008 - October 2010
Morgan Stanley June 2008 - August 2008
Skills
Real Estate Transactions, Client Relationship..., Lease Administration, Social Media, Direct Marketing, Online Communications, Website Management, Rental Properties, First Time Home Buyers, Marketing Communications, Relocation, Rentals, Webmaster Services, Real Estate, CRM, Loan Servicing, Mortgage Servicing, Negotiation, Leadership, Residential Mortgages, Finance, Investments, Sales, Mortgage Lending, Management, Microsoft Office, Marketing
Education
Simmons College 2004 — 2008
B.A., Finance, 3.5 GPA
Laura Lubben Laura Lubben's Morgan Stanley Experience June 2015 - August 2015
Job Investment Banking Summer Analyst at Morgan Stanley
Industry Banking
Experience
Morgan Stanley June 2015 - August 2015
DHInfrastructure December 2014 - January 2015
Morgan Stanley May 2014 - August 2014
Center for Women and Financial Independence -Smith College September 2013 - May 2014
Riverside Yacht Club June 2013 - August 2013
Skills
Investment Banking, Stata, Economics, Data Analysis, Research, Statistics, Spanish, Quantitative Analytics, Financial Modeling, Econometrics, Fundraising, Microsoft Excel, PowerPoint
Education
Smith College 2012 — 2016
Bachelor of Arts (B.A.), Economics
Morgan Stanley June 2015 - August 2015
DHInfrastructure December 2014 - January 2015
Morgan Stanley May 2014 - August 2014
Center for Women and Financial Independence -Smith College September 2013 - May 2014
Riverside Yacht Club June 2013 - August 2013
Skills
Investment Banking, Stata, Economics, Data Analysis, Research, Statistics, Spanish, Quantitative Analytics, Financial Modeling, Econometrics, Fundraising, Microsoft Excel, PowerPoint
Education
Smith College 2012 — 2016
Bachelor of Arts (B.A.), Economics
Joanna Boone Joanna Boone's Morgan Stanley Experience 2010 - 2014
Job Program Director JPMorgan Chase Global Technology
Industry Financial Services
Experience
JPMorgan Chase - Global Technology 2014 - Present
Morgan Stanley 2010 - 2014
Goldman Sachs 2001 - 2010
UConnections 2000 - 2001
Accenture 1992 - 2000
Education
Smith College
BA, Economics
London School of Economics and Political Science
Economics
JPMorgan Chase - Global Technology 2014 - Present
Morgan Stanley 2010 - 2014
Goldman Sachs 2001 - 2010
UConnections 2000 - 2001
Accenture 1992 - 2000
Education
Smith College
BA, Economics
London School of Economics and Political Science
Economics
Bridget Barzman Bridget Barzman's Morgan Stanley Experience May 2005 - October 2005
Job Associate Director of Career Services; Strategic Planner; Judicial Officer
Industry Education Management
Experience
DeVry University September 2010 - August 2015
Cincinnati Career Network, Cincinnati, OH June 2006 - August 2010
Morgan Stanley May 2005 - October 2005
Mattar & D'Agostino, LLP March 2001 - August 2003
Appraisal.com December 1999 - February 2001
JCC Buffalo September 1998 - December 1999
Harter Secrest & Emery LLP June 1994 - September 1998
Skills
Career Counseling, Resume Writing, Career Assessment, Mock Interviews, Interviews, Cover Letters, Career Management, Human Resources, Resume, Student Recruiting, Admissions, Leadership, Networking, Adult Education, Personal Branding, Student Financial Aid, Student Affairs, Workshop Facilitation, Strategy, Retaining Customers, Academic Advising, Management, Training, Job Coaching, Curriculum Development, Program Management, Enrollment Management, Job Search Strategies, Temporary Staffing, Workforce Development, Workshops, Student Counseling, Time Management, Organizational Structure, Strategic Leadership, Employee Training, Student Engagement, Recruiting, Benefits Negotiation, Interview Preparation, Coaching, Tests, HR Policies, Public Speaking, Career Development, Non-profits, Job Search, Judicial Review, Flexibility, Teamwork
Education
Vermont Law School 1992 — 1995
M.S.L., Environmental Law
Vermont Law School 1991 — 1994
J.D., Law
Skidmore College 1987 — 1991
B.A., Psychology
The Nichols School 1983 — 1991
College prep
DeVry University September 2010 - August 2015
Cincinnati Career Network, Cincinnati, OH June 2006 - August 2010
Morgan Stanley May 2005 - October 2005
Mattar & D'Agostino, LLP March 2001 - August 2003
Appraisal.com December 1999 - February 2001
JCC Buffalo September 1998 - December 1999
Harter Secrest & Emery LLP June 1994 - September 1998
Skills
Career Counseling, Resume Writing, Career Assessment, Mock Interviews, Interviews, Cover Letters, Career Management, Human Resources, Resume, Student Recruiting, Admissions, Leadership, Networking, Adult Education, Personal Branding, Student Financial Aid, Student Affairs, Workshop Facilitation, Strategy, Retaining Customers, Academic Advising, Management, Training, Job Coaching, Curriculum Development, Program Management, Enrollment Management, Job Search Strategies, Temporary Staffing, Workforce Development, Workshops, Student Counseling, Time Management, Organizational Structure, Strategic Leadership, Employee Training, Student Engagement, Recruiting, Benefits Negotiation, Interview Preparation, Coaching, Tests, HR Policies, Public Speaking, Career Development, Non-profits, Job Search, Judicial Review, Flexibility, Teamwork
Education
Vermont Law School 1992 — 1995
M.S.L., Environmental Law
Vermont Law School 1991 — 1994
J.D., Law
Skidmore College 1987 — 1991
B.A., Psychology
The Nichols School 1983 — 1991
College prep
Lauren Pierce Lauren Pierce's Morgan Stanley Experience August 2015 - Present
Job Associate at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley August 2015 - Present
Morgan Stanley June 2014 - August 2014
DHInfrastructure March 2012 - June 2013
DHInfrastructure April 2010 - March 2012
Western Hemisphere Subcommittee U.S. House of Representatives May 2007 - August 2007
Skills
Project Management, Energy, Microsoft Office, Microsoft Excel, Management, Financial Analysis, Power Plants, Financial Modeling, Consulting, International..., Electric Power, Strategic Planning
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2015
Master of Business Administration (M.B.A.), Corporate Finance
Smith College 2003 — 2008
Bachelor of Arts (B.A.), Political Science and Government
Universidad San Francisco de Quito 2006 — 2006
Morgan Stanley August 2015 - Present
Morgan Stanley June 2014 - August 2014
DHInfrastructure March 2012 - June 2013
DHInfrastructure April 2010 - March 2012
Western Hemisphere Subcommittee U.S. House of Representatives May 2007 - August 2007
Skills
Project Management, Energy, Microsoft Office, Microsoft Excel, Management, Financial Analysis, Power Plants, Financial Modeling, Consulting, International..., Electric Power, Strategic Planning
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2015
Master of Business Administration (M.B.A.), Corporate Finance
Smith College 2003 — 2008
Bachelor of Arts (B.A.), Political Science and Government
Universidad San Francisco de Quito 2006 — 2006
Melvis Langyintuo's Morgan Stanley Experience June 2012 - July 2013
Job Global Macro Trader at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs August 2013 - Present
Morgan Stanley June 2012 - July 2013
Skidmore College 2008 - 2012
J.P. Morgan June 2011 - August 2011
United World Colleges - Davis Projects for Peace January 2010 - January 2011
Paul, Weiss, Rifkind, Wharton & Garrison LLP May 2010 - August 2010
Skidmore College June 2009 - August 2009
Skills
Team Leadership, Business Analysis, Bloomberg, Research, Microsoft Office, Project Planning, Project Management, Public Speaking, Development Economics, International Economics, Leadership, Committed to..., Microsoft Excel, Outlook, PowerPoint
Education
Skidmore College 2008 — 2012
BA-Summa Cum Laude, Honors Economics & Business Management
The Lawrenceville School 2006 — 2008
High School Diploma
Goldman Sachs August 2013 - Present
Morgan Stanley June 2012 - July 2013
Skidmore College 2008 - 2012
J.P. Morgan June 2011 - August 2011
United World Colleges - Davis Projects for Peace January 2010 - January 2011
Paul, Weiss, Rifkind, Wharton & Garrison LLP May 2010 - August 2010
Skidmore College June 2009 - August 2009
Skills
Team Leadership, Business Analysis, Bloomberg, Research, Microsoft Office, Project Planning, Project Management, Public Speaking, Development Economics, International Economics, Leadership, Committed to..., Microsoft Excel, Outlook, PowerPoint
Education
Skidmore College 2008 — 2012
BA-Summa Cum Laude, Honors Economics & Business Management
The Lawrenceville School 2006 — 2008
High School Diploma
Byron Williamson Byron Williamson's Morgan Stanley Experience January 2009 - December 2013
Job WilliamsonRhoades Investment Strategies
Industry Financial Services
Experience
Morgan Stanley January 2009 - December 2013
Merrill Lynch March 2006 - December 2008
Empire Stone, Inc. March 1999 - July 2004
Education
Simpson College 1974 — 1978
Morgan Stanley January 2009 - December 2013
Merrill Lynch March 2006 - December 2008
Empire Stone, Inc. March 1999 - July 2004
Education
Simpson College 1974 — 1978
Jennifer Eck Jennifer Eck's Morgan Stanley Experience February 2006 - April 2013
Job Mall Administrator/Executive Assistant at Towne Mall
Industry Retail
Experience
Towne Mall Galleria October 2014 - Present
Merrill Lynch April 2013 - September 2014
Morgan Stanley February 2006 - April 2013
Skills
Customer Service, Microsoft Office, Microsoft Excel, Management, Microsoft Word, Problem Solving, Deposits, Accounts Payable, Accounts Receivable, Communication, Series 7, Series 63, Order Management, Business Correspondence, Opening New Accounts, Document Management, Contract Management, Inventory Control
Education
Sinclair Community College 2010 — 2015
Criminal Justice/Law Enforcement Administration
Sinclair Community College 2010 — 2015
Criminal Justice and Corrections
Towne Mall Galleria October 2014 - Present
Merrill Lynch April 2013 - September 2014
Morgan Stanley February 2006 - April 2013
Skills
Customer Service, Microsoft Office, Microsoft Excel, Management, Microsoft Word, Problem Solving, Deposits, Accounts Payable, Accounts Receivable, Communication, Series 7, Series 63, Order Management, Business Correspondence, Opening New Accounts, Document Management, Contract Management, Inventory Control
Education
Sinclair Community College 2010 — 2015
Criminal Justice/Law Enforcement Administration
Sinclair Community College 2010 — 2015
Criminal Justice and Corrections
Ernie Economides's Morgan Stanley Experience 2008 - 2008
Job Manager, Consumer Products at National Football League
Industry Sports
Experience
National Football League October 2012 - Present
National Football League July 2010 - October 2012
National Football League 2009 - 2009
Chatham A's June 2008 - August 2008
Morgan Stanley 2008 - 2008
Skills
Sponsorship, Business Planning, Marketing Strategy, Social Media Marketing, Marketing, Business Development, Leadership, Strategy, Strategic Thinking, New Business Development, Sports Marketing, Entertainment, Manage Client..., Consulting, Sports Management, Licensing
Education
Skidmore College 2006 — 2010
BS, Business Management; Economics Minor
Tabor Academy 2004 — 2006
Falmouth High School
National Football League October 2012 - Present
National Football League July 2010 - October 2012
National Football League 2009 - 2009
Chatham A's June 2008 - August 2008
Morgan Stanley 2008 - 2008
Skills
Sponsorship, Business Planning, Marketing Strategy, Social Media Marketing, Marketing, Business Development, Leadership, Strategy, Strategic Thinking, New Business Development, Sports Marketing, Entertainment, Manage Client..., Consulting, Sports Management, Licensing
Education
Skidmore College 2006 — 2010
BS, Business Management; Economics Minor
Tabor Academy 2004 — 2006
Falmouth High School
Brock Hyde's Morgan Stanley Experience March 2001 - March 2010
Job Registered Investment Advisor / Owner
Industry Investment Management
Experience
HyLine Wealth Solutions, LLC March 2010 - Present
Morgan Stanley March 2001 - March 2010
Skills
Investment Advisory, Retirement Planning, Wealth Management, Long Term Care Insurance, Term Life Insurance, Life Insurance, Investment Strategies, Investments, Securities, IRAs, Finance, Asset Allocation, Mutual Funds, Retirement, Financial Advisory, 401k
Education
South Dakota State University
Bachelor of Science, Economics
HyLine Wealth Solutions, LLC March 2010 - Present
Morgan Stanley March 2001 - March 2010
Skills
Investment Advisory, Retirement Planning, Wealth Management, Long Term Care Insurance, Term Life Insurance, Life Insurance, Investment Strategies, Investments, Securities, IRAs, Finance, Asset Allocation, Mutual Funds, Retirement, Financial Advisory, 401k
Education
South Dakota State University
Bachelor of Science, Economics
Brian Rambo, CFP® Brian Rambo, CFP®'s Morgan Stanley Experience July 2004 - November 2005
Job Financial Planner at Securities America, Inc.
Industry Financial Services
Experience
Securities America, Inc. Member FINRA/SIPC February 2009 - Present
Securities America Advisors, Inc. February 2009 - Present
Brecek & Young March 2008 - January 2009
Edward Jones January 2006 - March 2008
Morgan Stanley July 2004 - November 2005
Education
Sonoma State University 2002 — 2004
BS, Business
Securities America, Inc. Member FINRA/SIPC February 2009 - Present
Securities America Advisors, Inc. February 2009 - Present
Brecek & Young March 2008 - January 2009
Edward Jones January 2006 - March 2008
Morgan Stanley July 2004 - November 2005
Education
Sonoma State University 2002 — 2004
BS, Business
Matthew Quinn Matthew Quinn's Morgan Stanley Experience November 2005 - April 2009
Job Director of Software Development at Group One Trading, LP
Industry Financial Services
Experience
Group One Trading, LP January 2015 - Present
Group One Trading, LP September 2012 - December 2014
Nico Trading November 2010 - August 2012
Nico Holdings LLC May 2009 - November 2010
Morgan Stanley November 2005 - April 2009
Center for Coastal and Ocean Mapping - University of New Hampshire May 2004 - July 2005
Skills
C#, .NET, WPF, WinForms, LINQ, NUnit, TDD, SQL, Unit Testing, User Interface Design, Application Development, Design Patterns, Architecture, Object Oriented Design, IoC, Scrum, Multithreading, C++, Agile Project Management, Business Analysis, Managerial Experience, Options Pricing, Options Strategies
Education
University of New Hampshire 2002 — 2005
MS, Computer Science
Skidmore College 1995 — 1999
BA, Music
Kimball Union Academy 1994 — 1995
High School, Post Graduate
Group One Trading, LP January 2015 - Present
Group One Trading, LP September 2012 - December 2014
Nico Trading November 2010 - August 2012
Nico Holdings LLC May 2009 - November 2010
Morgan Stanley November 2005 - April 2009
Center for Coastal and Ocean Mapping - University of New Hampshire May 2004 - July 2005
Skills
C#, .NET, WPF, WinForms, LINQ, NUnit, TDD, SQL, Unit Testing, User Interface Design, Application Development, Design Patterns, Architecture, Object Oriented Design, IoC, Scrum, Multithreading, C++, Agile Project Management, Business Analysis, Managerial Experience, Options Pricing, Options Strategies
Education
University of New Hampshire 2002 — 2005
MS, Computer Science
Skidmore College 1995 — 1999
BA, Music
Kimball Union Academy 1994 — 1995
High School, Post Graduate
Robert R Sayler Robert R Sayler's Morgan Stanley Experience January 1995 - June 2008
Job Wealth Advisor and Branch Manager at SeaCrest Wealth Management
Industry Financial Services
Experience
SeaCrest Wealth Management June 2008 - Present
Morgan Stanley January 1995 - June 2008
Skills
Wealth Management, Investments, Alternative Investments, Asset Allocation, Asset Managment, Portfolio Management, Series 7, Retirement Planning, Strategic Financial..., Finance, Financial Services, Wealth Management..., Equities, Asset Management, Wealth, Risk Management, Investment Management, Retirement, Financial Advisory, Investment Advisory, Securities, Financial Planning
Education
South Dakota School of Mines and Technology 1981 — 1985
BSCE, Civil Engineering
SeaCrest Wealth Management June 2008 - Present
Morgan Stanley January 1995 - June 2008
Skills
Wealth Management, Investments, Alternative Investments, Asset Allocation, Asset Managment, Portfolio Management, Series 7, Retirement Planning, Strategic Financial..., Finance, Financial Services, Wealth Management..., Equities, Asset Management, Wealth, Risk Management, Investment Management, Retirement, Financial Advisory, Investment Advisory, Securities, Financial Planning
Education
South Dakota School of Mines and Technology 1981 — 1985
BSCE, Civil Engineering
Tony Giacin Tony Giacin's Morgan Stanley Experience June 2014 - Present
Job Fixed Income Analyst at Morgan Stanley
Industry Banking
Experience
Morgan Stanley June 2014 - Present
The Ayco Company, L.P. January 2013 - June 2013
MasterCard June 2012 - August 2012
Bancorp Services May 2011 - August 2011
Kaiser Electric, Inc. June 2007 - August 2010
Skills
Securitization, Financial Structuring, Asset-backed..., Commercial Real Estate, Fixed Income, Finance, Intex, Bloomberg Terminal, Microsoft Excel, PowerPoint, Microsoft Office, Project Management, Leadership
Education
Skidmore College 2010 — 2014
Bachelor's degree, Business and Economics, Class of 2014
Morgan Stanley June 2014 - Present
The Ayco Company, L.P. January 2013 - June 2013
MasterCard June 2012 - August 2012
Bancorp Services May 2011 - August 2011
Kaiser Electric, Inc. June 2007 - August 2010
Skills
Securitization, Financial Structuring, Asset-backed..., Commercial Real Estate, Fixed Income, Finance, Intex, Bloomberg Terminal, Microsoft Excel, PowerPoint, Microsoft Office, Project Management, Leadership
Education
Skidmore College 2010 — 2014
Bachelor's degree, Business and Economics, Class of 2014
Ann Fitzgerald Ann Fitzgerald's Morgan Stanley Experience 1998 - 2000
Job Senior Vice President, Head of Thought Leadership Marketing at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust June 2015 - Present
Bank of America September 2005 - May 2015
Putnam Investments 2003 - 2005
Morgan Stanley 1998 - 2000
Fidelity Investments 1994 - 1998
Skills
Series 7 and 63 licensed, End to End Program..., Team Management, Product differentiation..., Content Strategy, Executive-Level..., Organization &..., Marketing, Online Advertising, Project Management, Product Marketing, Leadership, Investments, Mutual Funds, Program Management, Market Research, Business Strategy, Social Media Marketing, Multi-channel Marketing, Marketing Strategy, Segmentation, Thought Leadership, Digital Marketing, Wealth Management, Finance, Financial Services
Education
Simmons School of Management
Master of Business Administration (M.B.A.), Marketing
Suffolk University
Bachelor's degree, Government
Bessemer Trust June 2015 - Present
Bank of America September 2005 - May 2015
Putnam Investments 2003 - 2005
Morgan Stanley 1998 - 2000
Fidelity Investments 1994 - 1998
Skills
Series 7 and 63 licensed, End to End Program..., Team Management, Product differentiation..., Content Strategy, Executive-Level..., Organization &..., Marketing, Online Advertising, Project Management, Product Marketing, Leadership, Investments, Mutual Funds, Program Management, Market Research, Business Strategy, Social Media Marketing, Multi-channel Marketing, Marketing Strategy, Segmentation, Thought Leadership, Digital Marketing, Wealth Management, Finance, Financial Services
Education
Simmons School of Management
Master of Business Administration (M.B.A.), Marketing
Suffolk University
Bachelor's degree, Government
Erin Fromm-Southworth Erin Fromm-Southworth's Morgan Stanley Experience January 2014 - Present
Job CSA at Morgan Stanley
Industry Marketing and Advertising
Experience
Morgan Stanley January 2014 - Present
Agape Salon and Spa February 2007 - January 2014
American Eagle Outfitters April 2013 - December 2013
Skills
Social Media, Facebook, Press Releases, Public Relations, Editing, Media Relations, Journalism, Social Networking, InDesign, Blogging, Ap Style, Photoshop, Marketing Communications, Social Media Marketing
Education
South Dakota State University 2007 — 2012
Journalism and Mass Communications
Roosevelt High School 2005 — 2007
Morgan Stanley January 2014 - Present
Agape Salon and Spa February 2007 - January 2014
American Eagle Outfitters April 2013 - December 2013
Skills
Social Media, Facebook, Press Releases, Public Relations, Editing, Media Relations, Journalism, Social Networking, InDesign, Blogging, Ap Style, Photoshop, Marketing Communications, Social Media Marketing
Education
South Dakota State University 2007 — 2012
Journalism and Mass Communications
Roosevelt High School 2005 — 2007
Annie Bell Annie Bell's Morgan Stanley Experience June 2014 - August 2014
Job Volunteer at California Department of Health and Human Services
Industry Financial Services
Experience
California Department of Health and Human Services June 2015 - Present
Morgan Stanley June 2014 - August 2014
Chipotle Mexican Grill May 2014 - August 2014
Civitas May 2014 - August 2014
Skills
PowerPoint, Research, Teamwork, Photoshop, Public Speaking, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Social Media, English, Java, Windows, Event Planning, Time Management, InDesign
Education
Smith College 2013 — 2017
Bachelor's degree, Economics and Psychology
HBX Harvard Business School 2014 — 2014
Core: Credential of Readiness, Pass with Honors
California Department of Health and Human Services June 2015 - Present
Morgan Stanley June 2014 - August 2014
Chipotle Mexican Grill May 2014 - August 2014
Civitas May 2014 - August 2014
Skills
PowerPoint, Research, Teamwork, Photoshop, Public Speaking, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Social Media, English, Java, Windows, Event Planning, Time Management, InDesign
Education
Smith College 2013 — 2017
Bachelor's degree, Economics and Psychology
HBX Harvard Business School 2014 — 2014
Core: Credential of Readiness, Pass with Honors
Sven Kvinlaug Sven Kvinlaug's Morgan Stanley Experience 2007 - 2009
Job Investment Advisor & Trust Officer at Community Financial Services Group, LLC
Industry Financial Services
Experience
Community Financial Services Group, LLC January 2014 - Present
Moors & Cabot 2009 - December 2013
Morgan Stanley 2007 - 2009
Skills
Portfolio Management, Investment Education, Stock Trading, Option Trading, Retirement Plan..., Retirement Planning, Series 7, Series 63, Insurance, Financial Analysis, Strategic Financial..., Securities, Wealth Management, Finance, Investments, Financial Advisory, Financial Services, Mutual Funds, Marketing, Management, Asset Allocation, Equities, Fixed Income, Asset Management
Education
Skidmore College 2003 — 2007
Bachelor's degree, Business Administration and Management, General
Community Financial Services Group, LLC January 2014 - Present
Moors & Cabot 2009 - December 2013
Morgan Stanley 2007 - 2009
Skills
Portfolio Management, Investment Education, Stock Trading, Option Trading, Retirement Plan..., Retirement Planning, Series 7, Series 63, Insurance, Financial Analysis, Strategic Financial..., Securities, Wealth Management, Finance, Investments, Financial Advisory, Financial Services, Mutual Funds, Marketing, Management, Asset Allocation, Equities, Fixed Income, Asset Management
Education
Skidmore College 2003 — 2007
Bachelor's degree, Business Administration and Management, General
John Pfeiffer's Morgan Stanley Experience October 2010 - December 2012
Job Senior Transfer Pricing Associate PwC
Industry Accounting
Experience
PwC January 2013 - Present
Morgan Stanley October 2010 - December 2012
Skills
Valuation, Asset Allocation, Microsoft Excel, Financial Analysis, Private Equity, Financial Modeling, Sales, Project Management, Economics, PowerPoint, Microsoft Office, Fixed Income, Entrepreneurship, Stata, Financial Reporting
Education
Sonoma State University 2007 — 2011
BA, Economics, Cum Laude
Leland High School 2003 — 2007
PwC January 2013 - Present
Morgan Stanley October 2010 - December 2012
Skills
Valuation, Asset Allocation, Microsoft Excel, Financial Analysis, Private Equity, Financial Modeling, Sales, Project Management, Economics, PowerPoint, Microsoft Office, Fixed Income, Entrepreneurship, Stata, Financial Reporting
Education
Sonoma State University 2007 — 2011
BA, Economics, Cum Laude
Leland High School 2003 — 2007
Rob Sayler Rob Sayler's Morgan Stanley Experience January 1996 - June 2008
Job at SeaCrest Wealth Management
Industry Investment Management
Experience
SeaCrest Wealth Management June 2008 - Present
Rapid City YMCA 2014 - 2015
Rapid City YMCA 2014 - 2015
Morgan Stanley January 1996 - June 2008
Berger ABAM Engineers May 1991 - January 1996
Skills
Wealth Management, Investment Advisory, Retirement Planning, Risk Assessment, Risk Management, Multi-generational..., Saving for Education, Term Life Insurance, Long Term Care Insurance, Estate Planning, Variable Annuities, Fixed Annuities, Alternative Investments, Investments, Portfolio Management, Asset Allocation, Financial Services, Investment Management, Asset Management
Education
South Dakota School of Mines and Technology 1981 — 1985
Bachelor of Science (BS), Civil Engineering
Jones County High School 1977 — 1981
SeaCrest Wealth Management June 2008 - Present
Rapid City YMCA 2014 - 2015
Rapid City YMCA 2014 - 2015
Morgan Stanley January 1996 - June 2008
Berger ABAM Engineers May 1991 - January 1996
Skills
Wealth Management, Investment Advisory, Retirement Planning, Risk Assessment, Risk Management, Multi-generational..., Saving for Education, Term Life Insurance, Long Term Care Insurance, Estate Planning, Variable Annuities, Fixed Annuities, Alternative Investments, Investments, Portfolio Management, Asset Allocation, Financial Services, Investment Management, Asset Management
Education
South Dakota School of Mines and Technology 1981 — 1985
Bachelor of Science (BS), Civil Engineering
Jones County High School 1977 — 1981
Elizabeth Hix Colby Elizabeth Hix Colby's Morgan Stanley Experience June 1984 - December 1998
Job Jewelry Designer at Betsy Colby Designs
Industry Real Estate
Experience
Prudential Douglas Elliman Jewelry DesignerBetsy Colby DesignsSeptember 2010 - Present
JPMorgan Chase 1998 - 2001
Morgan Stanley June 1984 - December 1998
Manufacturers Hanover Trust 1981 - 1984
Education
Skidmore College 1977 — 1981
BS, Art, Business
Garden City, NY High School 1974 — 1977
High School
Prudential Douglas Elliman Jewelry DesignerBetsy Colby DesignsSeptember 2010 - Present
JPMorgan Chase 1998 - 2001
Morgan Stanley June 1984 - December 1998
Manufacturers Hanover Trust 1981 - 1984
Education
Skidmore College 1977 — 1981
BS, Art, Business
Garden City, NY High School 1974 — 1977
High School
Jordan Galante Jordan Galante's Morgan Stanley Experience October 2011 - April 2012
Job Business Development Representative at Belkin
Industry Consumer Electronics
Experience
Belkin May 2014 - Present
Belkin April 2013 - May 2014
Insight Global August 2012 - April 2013
Morgan Stanley October 2011 - April 2012
State Farm Insurance June 2011 - August 2011
Kagan Publishing & Professional Development June 2010 - August 2010
Skills
Event Planning, Market Research, Advertising, Budgeting, Cost/Benefit Analysis, Internet Marketing, Microsoft Office, Customer Relations, Community Outreach, Team Leadership, Social Media, Contract Negotiation, Recruiting, Persuasive Presentations, Company Presentations, Website Development, Academic Tutoring, Customer Service, Business Development
Education
Sonoma State University 2008 — 2012
Bachelor of Business Administration, Finance
Belkin May 2014 - Present
Belkin April 2013 - May 2014
Insight Global August 2012 - April 2013
Morgan Stanley October 2011 - April 2012
State Farm Insurance June 2011 - August 2011
Kagan Publishing & Professional Development June 2010 - August 2010
Skills
Event Planning, Market Research, Advertising, Budgeting, Cost/Benefit Analysis, Internet Marketing, Microsoft Office, Customer Relations, Community Outreach, Team Leadership, Social Media, Contract Negotiation, Recruiting, Persuasive Presentations, Company Presentations, Website Development, Academic Tutoring, Customer Service, Business Development
Education
Sonoma State University 2008 — 2012
Bachelor of Business Administration, Finance
Wayne Rowlands's Morgan Stanley Experience 2007 - Present
Job CoFounder
Industry Internet
Experience
FaceAffinity January 2013 - Present
Sonoma Media Partners, Inc. December 2011 - Present
Rotary Means Business 2010 - Present
Morgan Stanley 2007 - Present
Rotary Club of Santa Rosa 2001 - Present
Merrill Lynch 1984 - 2007
Skills
Product Management, Start-ups, Business Development, Entrepreneurship, Strategic Partnerships, Leadership, Marketing Communications, Sales, Digital Marketing, Small Business, Digital Media, Social Media Marketing, Strategic Planning, Marketing, Online Advertising, Marketing Strategy, Strategy, Public Relations, E-commerce, Email Marketing, Social Networking, Management, Salesforce.com, Team Building, Public Speaking, Fundraising, Nonprofits
Education
Sonoma State University 1977 — 1981
Bachelor of Arts (B.A.), Biology, General
Montgomery High School Santa Rosa, California 1970 — 1973
High School Degree
FaceAffinity January 2013 - Present
Sonoma Media Partners, Inc. December 2011 - Present
Rotary Means Business 2010 - Present
Morgan Stanley 2007 - Present
Rotary Club of Santa Rosa 2001 - Present
Merrill Lynch 1984 - 2007
Skills
Product Management, Start-ups, Business Development, Entrepreneurship, Strategic Partnerships, Leadership, Marketing Communications, Sales, Digital Marketing, Small Business, Digital Media, Social Media Marketing, Strategic Planning, Marketing, Online Advertising, Marketing Strategy, Strategy, Public Relations, E-commerce, Email Marketing, Social Networking, Management, Salesforce.com, Team Building, Public Speaking, Fundraising, Nonprofits
Education
Sonoma State University 1977 — 1981
Bachelor of Arts (B.A.), Biology, General
Montgomery High School Santa Rosa, California 1970 — 1973
High School Degree
Spencer Sodokoff Spencer Sodokoff's Morgan Stanley Experience June 2014 - August 2014
Job Sales Executive at Berkshire Hathaway
Industry Real Estate
Experience
Berkshire Hathaway HomeServices June 2015 - Present
Morgan Stanley June 2014 - August 2014
Thomson Reuters June 2013 - August 2013
Vector Marketing June 2009 - August 2012
Skills
Sales, Microsoft Word, PowerPoint, Professional Audio, Fitness Training, Real Estate, Microsoft Office, Microsoft Excel, Selling, Bloomberg, R, Public Speaking
Education
Skidmore College 2011 — 2015
Bachelor of Science (B.S.), Business Management & Economics, Junior
Fairfield College Prepatory School 2007 — 2010
Berkshire Hathaway HomeServices June 2015 - Present
Morgan Stanley June 2014 - August 2014
Thomson Reuters June 2013 - August 2013
Vector Marketing June 2009 - August 2012
Skills
Sales, Microsoft Word, PowerPoint, Professional Audio, Fitness Training, Real Estate, Microsoft Office, Microsoft Excel, Selling, Bloomberg, R, Public Speaking
Education
Skidmore College 2011 — 2015
Bachelor of Science (B.S.), Business Management & Economics, Junior
Fairfield College Prepatory School 2007 — 2010
Ryan Nicklas Ryan Nicklas's Morgan Stanley Experience August 2011 - November 2012
Job Associate at Point72 Asset Management, L.P.
Industry Investment Management
Experience
Point72 Asset Management, L.P. November 2012 - Present
Morgan Stanley August 2011 - November 2012
Wells Fargo Advisors May 2009 - August 2009
Skills
Equities, Equity Derivatives, Derivatives
Education
Siena College 2007 — 2011
B.S., Finance, Minor in Economics
Point72 Asset Management, L.P. November 2012 - Present
Morgan Stanley August 2011 - November 2012
Wells Fargo Advisors May 2009 - August 2009
Skills
Equities, Equity Derivatives, Derivatives
Education
Siena College 2007 — 2011
B.S., Finance, Minor in Economics
Derek Swan, MBA Derek Swan, MBA's Morgan Stanley Experience 2004 - 2006
Job Principal Consultant at SBS Strategic Innovations, LLC
Industry Financial Services
Experience
SBS Strategic Innovations, LLC November 2014 - Present
Northern Trust September 2012 - Present
SS&C Technologies April 2011 - September 2012
OceanAire Events, LLC January 2008 - April 2009
Bank of America 2006 - 2008
Morgan Stanley 2004 - 2006
Skills
Bloomberg, Trading, Project Management, Microsoft Office, User Acceptance Testing, Settlement, Accounting System, Openlink, Automation, Energy Industry, Reuters 3000, P&L Analysis, Derivatives, Fixed Income, Hedge Funds, Equities, Electricity, Capital Markets, Options, Commodity, Portfolio Management, Risk Management, Finance
Education
Barney School of Business - University of Hartford 2009 — 2011
Master's Degree, Business Administration and Management, General
Skidmore College 2000 — 2004
B.S., Management and Business
Westminster 1996 — 2000
High School Diploma, General Studies
SBS Strategic Innovations, LLC November 2014 - Present
Northern Trust September 2012 - Present
SS&C Technologies April 2011 - September 2012
OceanAire Events, LLC January 2008 - April 2009
Bank of America 2006 - 2008
Morgan Stanley 2004 - 2006
Skills
Bloomberg, Trading, Project Management, Microsoft Office, User Acceptance Testing, Settlement, Accounting System, Openlink, Automation, Energy Industry, Reuters 3000, P&L Analysis, Derivatives, Fixed Income, Hedge Funds, Equities, Electricity, Capital Markets, Options, Commodity, Portfolio Management, Risk Management, Finance
Education
Barney School of Business - University of Hartford 2009 — 2011
Master's Degree, Business Administration and Management, General
Skidmore College 2000 — 2004
B.S., Management and Business
Westminster 1996 — 2000
High School Diploma, General Studies
Sid Joshi's Morgan Stanley Experience September 2013 - December 2013
Job Business Steward
Industry Investment Management
Experience
Simon Fraser University May 2014 - November 2014
Goldcorp Inc January 2014 - May 2014
Morgan Stanley September 2013 - December 2013
Beedie Endowment Asset Management (BEAM) May 2012 - September 2013
BC Hydro October 2012 - April 2013
Syncrude Canada Ltd. September 2011 - May 2012
Canada Revenue Agency January 2011 - May 2011
University Advancement, SFU February 2011 - April 2011
Elated news May 2010 - June 2010
Access Gas Services Inc. July 2008 - September 2008
Skills
Financial Modeling, Cost Reporting, Programming, Bloomberg Terminal, Financial Statement..., Case Analysis, VBA, SAP ERP, System Migration, Business Process..., Presentations, Direct Sales, Cold Calling, Investment Strategies, Mentoring, Valuation, Portfolio Management, Public Speaking, Financial Analysis, Microsoft Excel
Education
Chartered Professional Accountants (CPA) British Columbia 2014 — 2015
CPA, CGA Candidate
Simon Fraser University 2008 — 2015
Bachelor’s Degree, Accounting and Finance
our own high school
Simon Fraser University May 2014 - November 2014
Goldcorp Inc January 2014 - May 2014
Morgan Stanley September 2013 - December 2013
Beedie Endowment Asset Management (BEAM) May 2012 - September 2013
BC Hydro October 2012 - April 2013
Syncrude Canada Ltd. September 2011 - May 2012
Canada Revenue Agency January 2011 - May 2011
University Advancement, SFU February 2011 - April 2011
Elated news May 2010 - June 2010
Access Gas Services Inc. July 2008 - September 2008
Skills
Financial Modeling, Cost Reporting, Programming, Bloomberg Terminal, Financial Statement..., Case Analysis, VBA, SAP ERP, System Migration, Business Process..., Presentations, Direct Sales, Cold Calling, Investment Strategies, Mentoring, Valuation, Portfolio Management, Public Speaking, Financial Analysis, Microsoft Excel
Education
Chartered Professional Accountants (CPA) British Columbia 2014 — 2015
CPA, CGA Candidate
Simon Fraser University 2008 — 2015
Bachelor’s Degree, Accounting and Finance
our own high school
Jeremy J. Selecky's Morgan Stanley Experience July 2014 - September 2015
Job Senior Internal Wholesaler at BNY Mellon
Industry Investment Management
Experience
BNY Mellon September 2015 - Present
Morgan Stanley July 2014 - September 2015
RBC Wealth Management June 2013 - August 2013
RBC Wealth Management June 2012 - August 2012
Skills
Wealth Management, Asset Allocation, Bloomberg Terminal, Portfolio Management, Municipal Bonds, Analysis, Mutual Funds, Investments, Leadership, Series 7, Communication, Sales, Networking, Fixed Income, Due Diligence, Alternative Investments, Securities, Futures, Strategic Financial..., Derivatives, Structured Products, Series 66
Education
Skidmore College 2010 — 2014
Bachelor of Arts (B.A.), Economics Major, Business Minor
St. Peter's Preparatory School 2007 — 2010
High School Diploma
BNY Mellon September 2015 - Present
Morgan Stanley July 2014 - September 2015
RBC Wealth Management June 2013 - August 2013
RBC Wealth Management June 2012 - August 2012
Skills
Wealth Management, Asset Allocation, Bloomberg Terminal, Portfolio Management, Municipal Bonds, Analysis, Mutual Funds, Investments, Leadership, Series 7, Communication, Sales, Networking, Fixed Income, Due Diligence, Alternative Investments, Securities, Futures, Strategic Financial..., Derivatives, Structured Products, Series 66
Education
Skidmore College 2010 — 2014
Bachelor of Arts (B.A.), Economics Major, Business Minor
St. Peter's Preparatory School 2007 — 2010
High School Diploma
Laura Arroyo's Morgan Stanley Experience November 1999 - March 2013
Job Executive Assistant, Finance
Industry Biotechnology
Experience
Versartis, Inc. February 2014 - Present
Pharmacyclics March 2013 - February 2014
Morgan Stanley November 1999 - March 2013
Skills
Outlook, Office Management, Microsoft Excel, Administrative..., Access, Data Entry
Education
Skyline College
Versartis, Inc. February 2014 - Present
Pharmacyclics March 2013 - February 2014
Morgan Stanley November 1999 - March 2013
Skills
Outlook, Office Management, Microsoft Excel, Administrative..., Access, Data Entry
Education
Skyline College
Sergio Mottura Sergio Mottura's Morgan Stanley Experience January 2015 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley January 2012 - December 2014
Strategic Research Model December 2013 - Present
Sparcq April 2009 - Present
Morgan Stanley July 2008 - December 2011
Morgan Stanley April 2004 - June 2008
Morgan Stanley November 2000 - March 2004
Advertasia October 1999 - October 2000
Xand Corporation December 1998 - September 1999
Skills
Vendor Management, Program Management, Business Analysis, Software Project..., IT Strategy, Project Management, Product Management, Business Process..., Information Architecture, Requirements Analysis, Integration, E-commerce, Strategy, Management, Outsourcing, Software Development, Analysis, Enterprise Architecture, Databases, Web Development, IT Management, Enterprise Software, Mobile Devices, JavaScript, Business Process, Web Applications, Business Intelligence, Cloud Computing
Education
Skidmore College
Normal 9, Buenos Aires, Argentina
Normal 3, Rosario, Argentina
Morgan Stanley January 2015 - Present
Morgan Stanley January 2012 - December 2014
Strategic Research Model December 2013 - Present
Sparcq April 2009 - Present
Morgan Stanley July 2008 - December 2011
Morgan Stanley April 2004 - June 2008
Morgan Stanley November 2000 - March 2004
Advertasia October 1999 - October 2000
Xand Corporation December 1998 - September 1999
Skills
Vendor Management, Program Management, Business Analysis, Software Project..., IT Strategy, Project Management, Product Management, Business Process..., Information Architecture, Requirements Analysis, Integration, E-commerce, Strategy, Management, Outsourcing, Software Development, Analysis, Enterprise Architecture, Databases, Web Development, IT Management, Enterprise Software, Mobile Devices, JavaScript, Business Process, Web Applications, Business Intelligence, Cloud Computing
Education
Skidmore College
Normal 9, Buenos Aires, Argentina
Normal 3, Rosario, Argentina
Natalie Warganik Natalie Warganik's Morgan Stanley Experience August 2001 - April 2003
Job Director, Human Resources at R/GA
Industry Marketing and Advertising
Experience
R/GA March 2015 - Present
R/GA September 2014 - March 2015
R/GA June 2013 - September 2014
Kantar Retail July 2012 - June 2013
Hill Holliday July 2010 - July 2012
Hill Holliday July 2008 - June 2010
Hill Holliday July 2004 - June 2008
Hill Holliday April 2003 - June 2004
Morgan Stanley August 2001 - April 2003
Skills
Onboarding, Employee Relations, Diversity & Inclusion, Conflict Resolution, Coaching, Employee Training, Training, Talent Management, Organizational..., Performance Management, Workshop Facilitation, Human Resources, Talent Acquisition, Leadership Development, Career Counseling, Strategy, Social Networking
Education
Skidmore College 1997 — 2001
B.S., Business and Management
R/GA March 2015 - Present
R/GA September 2014 - March 2015
R/GA June 2013 - September 2014
Kantar Retail July 2012 - June 2013
Hill Holliday July 2010 - July 2012
Hill Holliday July 2008 - June 2010
Hill Holliday July 2004 - June 2008
Hill Holliday April 2003 - June 2004
Morgan Stanley August 2001 - April 2003
Skills
Onboarding, Employee Relations, Diversity & Inclusion, Conflict Resolution, Coaching, Employee Training, Training, Talent Management, Organizational..., Performance Management, Workshop Facilitation, Human Resources, Talent Acquisition, Leadership Development, Career Counseling, Strategy, Social Networking
Education
Skidmore College 1997 — 2001
B.S., Business and Management
Trey Wheeler Trey Wheeler's Morgan Stanley Experience June 2014 - July 2014
Job Financial Advisor Intern at Morgan Stanley
Industry Financial Services
Experience
Advocare February 2013 - Present
Self Employed January 2013 - Present
National Football Academies May 2012 - Present
Morgan Stanley June 2014 - July 2014
Skills
Microsoft Office, Public Speaking, Microsoft Word, Athletics, Microsoft Excel, PowerPoint, Teamwork, Customer Service, Time Management, Social Media, Leadership, Social Media Marketing, Event Planning, Marketing
Education
University of San Diego 2013 — 2015
Finance
Simon Fraser University 2011 — 2012
Advocare February 2013 - Present
Self Employed January 2013 - Present
National Football Academies May 2012 - Present
Morgan Stanley June 2014 - July 2014
Skills
Microsoft Office, Public Speaking, Microsoft Word, Athletics, Microsoft Excel, PowerPoint, Teamwork, Customer Service, Time Management, Social Media, Leadership, Social Media Marketing, Event Planning, Marketing
Education
University of San Diego 2013 — 2015
Finance
Simon Fraser University 2011 — 2012
Abe Ie's Morgan Stanley Experience 2006 - 2007
Job Bank of America Merchant Services
Industry Banking
Experience
Bank of America Merchant Services April 2011 - Present
The Father's House September 2007 - September 2015
Bank of America May 2009 - April 2011
Trisnadi Consulting Group September 2007 - December 2008
Mass Mutual April 2007 - September 2007
Cingular Wireless March 2005 - May 2007
Morgan Stanley 2006 - 2007
Morgan Stanley 2006 - 2007
Harvest Church 2003 - 2005
Gateway Computers October 2000 - April 2004
Skills
Public Speaking, Negotiation, Social Networking, Social Media, Project Management, Social Media Marketing, Contract Negotiation, Investment Properties, Facebook, Customer Service, Leadership, Time Management, Public Relations, Outlook, Real Estate, Team Building, Team Leadership, Event Planning, Event Management, Recruiting, Management, Research, Coaching, Small Business, Account Management, Microsoft Excel, Budgets, Investments, Online Advertising, Market Research, Marketing Strategy, Banking, Fundraising, Microsoft Word, PowerPoint, Analysis, Non-profits, Advertising, Sales Management, Business Strategy, Sales, Marketing Communications, Teamwork, Retail, Strategic Planning, Entrepreneurship, New Business Development, Microsoft Office, Training, Marketing
Education
University of California, Davis 2005 — 2007
Managerial Economics, Business, Investments
Solano Community College 2003 — 2005
Liberal Arts A.A., Business
Generation Interns 2001 — 2003
Certificate of Completion, Ministry Training
Bank of America Merchant Services April 2011 - Present
The Father's House September 2007 - September 2015
Bank of America May 2009 - April 2011
Trisnadi Consulting Group September 2007 - December 2008
Mass Mutual April 2007 - September 2007
Cingular Wireless March 2005 - May 2007
Morgan Stanley 2006 - 2007
Morgan Stanley 2006 - 2007
Harvest Church 2003 - 2005
Gateway Computers October 2000 - April 2004
Skills
Public Speaking, Negotiation, Social Networking, Social Media, Project Management, Social Media Marketing, Contract Negotiation, Investment Properties, Facebook, Customer Service, Leadership, Time Management, Public Relations, Outlook, Real Estate, Team Building, Team Leadership, Event Planning, Event Management, Recruiting, Management, Research, Coaching, Small Business, Account Management, Microsoft Excel, Budgets, Investments, Online Advertising, Market Research, Marketing Strategy, Banking, Fundraising, Microsoft Word, PowerPoint, Analysis, Non-profits, Advertising, Sales Management, Business Strategy, Sales, Marketing Communications, Teamwork, Retail, Strategic Planning, Entrepreneurship, New Business Development, Microsoft Office, Training, Marketing
Education
University of California, Davis 2005 — 2007
Managerial Economics, Business, Investments
Solano Community College 2003 — 2005
Liberal Arts A.A., Business
Generation Interns 2001 — 2003
Certificate of Completion, Ministry Training
Daniel Byrnes Daniel Byrnes's Morgan Stanley Experience June 1983 - July 1988
Job Human Resources Professional/Realtor
Industry Human Resources
Experience
Coleman Realtors, LLC June 2002 - Present
Self Employed June 2000 - Present
Merrill Lynch 1993 - June 2000
Morgan Stanley June 1983 - July 1988
Skills
Management, Sales, Customer Service, Leadership, Public Speaking, Microsoft Office, Strategic Planning, Team Building, Event Planning, Program Management
Education
The New School 1983 — 1987
M.A., Human Resources Management
Slippery Rock University of Pennsylvania 1974 — 1978
Bachelor of Science, Education
Coleman Realtors, LLC June 2002 - Present
Self Employed June 2000 - Present
Merrill Lynch 1993 - June 2000
Morgan Stanley June 1983 - July 1988
Skills
Management, Sales, Customer Service, Leadership, Public Speaking, Microsoft Office, Strategic Planning, Team Building, Event Planning, Program Management
Education
The New School 1983 — 1987
M.A., Human Resources Management
Slippery Rock University of Pennsylvania 1974 — 1978
Bachelor of Science, Education
AnneMarie Kelly AnneMarie Kelly's Morgan Stanley Experience June 2013 - August 2015
Job Executive Assistant at The PlumpJack Group
Industry Financial Services
Experience
The PlumpJack Group August 2015 - Present
Morgan Stanley June 2013 - August 2015
Jump Associates December 2012 - June 2013
Ferrari-Carano Vineyards and Winery August 2012 - October 2012
Stryker Sonoma Winery May 2011 - June 2012
Rohnert Park Gymnastics September 2010 - May 2012
Date in a Box April 2009 - August 2011
City of San Mateo: King Center May 2005 - August 2010
Skills
Social Media, Event Planning, Microsoft Excel, Customer Service, Wine, Social Networking, PowerPoint, Public Speaking, Marketing, Microsoft Office, Microsoft Word, Hospitality, Facebook, Team Leadership, Sales, QuickBooks, Recruiting, Blogging, Data Entry, Management, Time Management, Human Resources
Education
Sonoma State University 2008 — 2012
Wine Business, Business
The PlumpJack Group August 2015 - Present
Morgan Stanley June 2013 - August 2015
Jump Associates December 2012 - June 2013
Ferrari-Carano Vineyards and Winery August 2012 - October 2012
Stryker Sonoma Winery May 2011 - June 2012
Rohnert Park Gymnastics September 2010 - May 2012
Date in a Box April 2009 - August 2011
City of San Mateo: King Center May 2005 - August 2010
Skills
Social Media, Event Planning, Microsoft Excel, Customer Service, Wine, Social Networking, PowerPoint, Public Speaking, Marketing, Microsoft Office, Microsoft Word, Hospitality, Facebook, Team Leadership, Sales, QuickBooks, Recruiting, Blogging, Data Entry, Management, Time Management, Human Resources
Education
Sonoma State University 2008 — 2012
Wine Business, Business
Anam Kaleem Anam Kaleem's Morgan Stanley Experience January 2013 - May 2013
Job Institutional Analyst J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2013 - Present
Morgan Stanley January 2013 - May 2013
TPW Financial May 2012 - July 2012
ADAM TRAVEL SERVICES September 2010 - November 2011
Political Journalism: Simmons College May 2011 - June 2011
Skills
Econometric and..., STATA, EVIEWS, Morningstar, Financial Accounting..., Microsoft Word, Microsoft Excel, Research, Communication..., Microsoft Powerpoint, Accounting, Financial Analysis, Account Reconciliation, Microsoft Office, C++, PowerPoint, Banking, Finance, Bloomberg Terminal, Thomson One Analytics, 3D, QuickBooks, Portfolio Management
Education
Simmons College 2009 — 2013
Bachelor of Arts (B.A.), Mathematics and Economics
J.P. Morgan May 2013 - Present
Morgan Stanley January 2013 - May 2013
TPW Financial May 2012 - July 2012
ADAM TRAVEL SERVICES September 2010 - November 2011
Political Journalism: Simmons College May 2011 - June 2011
Skills
Econometric and..., STATA, EVIEWS, Morningstar, Financial Accounting..., Microsoft Word, Microsoft Excel, Research, Communication..., Microsoft Powerpoint, Accounting, Financial Analysis, Account Reconciliation, Microsoft Office, C++, PowerPoint, Banking, Finance, Bloomberg Terminal, Thomson One Analytics, 3D, QuickBooks, Portfolio Management
Education
Simmons College 2009 — 2013
Bachelor of Arts (B.A.), Mathematics and Economics
Kimberly Taylor, CPA Kimberly Taylor, CPA's Morgan Stanley Experience June 2010 - September 2010
Job Wealth Planning Analyst at UBS Wealth Management
Industry Accounting
Experience
UBS Wealth Management July 2015 - Present
Rwandan Orphans Project January 2013 - Present
Lindsay & Brownell, LLP January 2012 - July 2015
Morgan Stanley June 2010 - September 2010
Skills
Tax, Tax Accounting, Income Tax, Corporate Tax, Tax Preparation, Tax Research, Partnership Taxation, CPA, Financial Accounting, Accounting, QuickBooks, Nonprofits, US GAAP, Microsoft Excel, GAAP, Assurance
Education
UCLA 2007 — 2011
Bachelor of Arts (B.A.), Economics with an Emphasis in Accounting
서강대학교 / Sogang University 2011 — 2011
Korean Language and Literature
UBS Wealth Management July 2015 - Present
Rwandan Orphans Project January 2013 - Present
Lindsay & Brownell, LLP January 2012 - July 2015
Morgan Stanley June 2010 - September 2010
Skills
Tax, Tax Accounting, Income Tax, Corporate Tax, Tax Preparation, Tax Research, Partnership Taxation, CPA, Financial Accounting, Accounting, QuickBooks, Nonprofits, US GAAP, Microsoft Excel, GAAP, Assurance
Education
UCLA 2007 — 2011
Bachelor of Arts (B.A.), Economics with an Emphasis in Accounting
서강대학교 / Sogang University 2011 — 2011
Korean Language and Literature
Mary Leffel Mary Leffel's Morgan Stanley Experience 1984 - 1987
Job Account Management
Industry Information Technology and Services
Experience
Save the Children US March 2013 - Present
NewsEdge 1996 - 1999
Bridge Information Systems 1995 - 1996
Dow Jones Telerate 1990 - 1995
First Chicago Bank & Trust 1988 - 1990
EF Hutton 1987 - 1988
Morgan Stanley 1984 - 1987
Skills
Market Data, Leadership, Solution Selling, Account Management
Education
Skidmore College
Bachelor of Science (BS), Business, 1981
Save the Children US March 2013 - Present
NewsEdge 1996 - 1999
Bridge Information Systems 1995 - 1996
Dow Jones Telerate 1990 - 1995
First Chicago Bank & Trust 1988 - 1990
EF Hutton 1987 - 1988
Morgan Stanley 1984 - 1987
Skills
Market Data, Leadership, Solution Selling, Account Management
Education
Skidmore College
Bachelor of Science (BS), Business, 1981
Robert Bertrand Robert Bertrand's Morgan Stanley Experience October 2013 - January 2014
Job Fixed Income Trading at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Town of Stony Point January 2014 - Present
Morgan Stanley October 2013 - January 2014
Morgan Stanley Wealth Management March 2013 - October 2013
Morgan Stanley Smith Barney February 2012 - March 2013
HSBC June 2011 - February 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Accounting, Microsoft Word, Financial Accounting, Series 7, Fixed Income, Bloomberg, Wealth Management, Bonds, Trading, Electronic Trading
Education
Siena College 2007 — 2011
Bachelor's degree, Finance, General
Town of Stony Point January 2014 - Present
Morgan Stanley October 2013 - January 2014
Morgan Stanley Wealth Management March 2013 - October 2013
Morgan Stanley Smith Barney February 2012 - March 2013
HSBC June 2011 - February 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Accounting, Microsoft Word, Financial Accounting, Series 7, Fixed Income, Bloomberg, Wealth Management, Bonds, Trading, Electronic Trading
Education
Siena College 2007 — 2011
Bachelor's degree, Finance, General
Pasha Azadmard Pasha Azadmard's Morgan Stanley Experience September 2013 - May 2015
Job Margin Analyst
Industry Financial Services
Experience
Goldman Sachs May 2015 - Present
Morgan Stanley September 2013 - May 2015
Columbia Utilities February 2013 - September 2013
Columbia Utilities October 2012 - February 2013
Beedie Endowment Asset Management December 2011 - August 2012
CFA Institute Research Challenge - Team SFU September 2011 - March 2012
Atkinson-Baker, Inc. May 2009 - November 2009
Skills
VBA, Microsoft Excel, Microsoft Word, PowerPoint, Communication Skills, Teamwork, High level of initiative, Analytical Skills, Highly detail oriented, Organization, Adaptability, Problem Solving, Highly Ambitious, Project Management, Financial Statement..., Assertiveness, Written & Oral..., Managing Deadlines, Work Independently with..., Equity Research
Education
Simon Fraser University 2007 — 2012
Bachelor of Business Administration, Finance
Goldman Sachs May 2015 - Present
Morgan Stanley September 2013 - May 2015
Columbia Utilities February 2013 - September 2013
Columbia Utilities October 2012 - February 2013
Beedie Endowment Asset Management December 2011 - August 2012
CFA Institute Research Challenge - Team SFU September 2011 - March 2012
Atkinson-Baker, Inc. May 2009 - November 2009
Skills
VBA, Microsoft Excel, Microsoft Word, PowerPoint, Communication Skills, Teamwork, High level of initiative, Analytical Skills, Highly detail oriented, Organization, Adaptability, Problem Solving, Highly Ambitious, Project Management, Financial Statement..., Assertiveness, Written & Oral..., Managing Deadlines, Work Independently with..., Equity Research
Education
Simon Fraser University 2007 — 2012
Bachelor of Business Administration, Finance
Arianne (Ari) Gruys's Morgan Stanley Experience June 2008 - September 2008
Job Sotheby's Institute of Art @ Claremont Graduate University MA in Art Business Candidate
Industry Fine Art
Experience
The EAR Foundation of Arizona November 2012 - Present
Independently Employed April 2007 - Present
Work It! Art Exhibition at PØST Gallery March 2012 - June 2012
UCLA January 2012 - June 2012
UCLA September 2011 - June 2012
UCLA Health System August 2011 - June 2012
UCLA Arts January 2011 - June 2011
The Therapy Studio October 2010 - May 2011
UCLA March 2009 - October 2009
Morgan Stanley June 2008 - September 2008
Skills
Editing, Adobe Creative Suite, Illustrator, Photoshop, Research, PowerPoint, Mac, Final Cut Pro, Microsoft Word, Microsoft Excel, Art, Video, Leadership, Training, User Experience, Social Media, Social Networking, Event Planning, Time Management, Fundraising, Public Speaking, Data Entry, Blogging, Social Media Marketing, Nonprofits, Facebook, Creative Writing, Grant Writing
Education
Sotheby's Institute of Art 2013 — 2015
Master of Arts (MA), Art Business
University of California, Los Angeles 2008 — 2012
Bachelor of Arts (BA), Art/Art Studies, Applied Developmental Psychology Minor
University of Cambridge 2011 — 2011
Pembroke College Summer Study, Art History on the Italian Renaissance & Psychology of Language
Chaparral High School 2004 — 2008
The EAR Foundation of Arizona November 2012 - Present
Independently Employed April 2007 - Present
Work It! Art Exhibition at PØST Gallery March 2012 - June 2012
UCLA January 2012 - June 2012
UCLA September 2011 - June 2012
UCLA Health System August 2011 - June 2012
UCLA Arts January 2011 - June 2011
The Therapy Studio October 2010 - May 2011
UCLA March 2009 - October 2009
Morgan Stanley June 2008 - September 2008
Skills
Editing, Adobe Creative Suite, Illustrator, Photoshop, Research, PowerPoint, Mac, Final Cut Pro, Microsoft Word, Microsoft Excel, Art, Video, Leadership, Training, User Experience, Social Media, Social Networking, Event Planning, Time Management, Fundraising, Public Speaking, Data Entry, Blogging, Social Media Marketing, Nonprofits, Facebook, Creative Writing, Grant Writing
Education
Sotheby's Institute of Art 2013 — 2015
Master of Arts (MA), Art Business
University of California, Los Angeles 2008 — 2012
Bachelor of Arts (BA), Art/Art Studies, Applied Developmental Psychology Minor
University of Cambridge 2011 — 2011
Pembroke College Summer Study, Art History on the Italian Renaissance & Psychology of Language
Chaparral High School 2004 — 2008
Thomas Armstrong Thomas Armstrong's Morgan Stanley Experience September 1998 - May 2002
Job Fund Accounting Manager at Landmark Partners
Industry Venture Capital & Private Equity
Experience
Landmark Partners February 2008 - Present
Tudor Investment Corporation March 2005 - February 2008
JPMorgan Partners May 2002 - March 2005
Morgan Stanley September 1998 - May 2002
KPMG December 1996 - September 1998
Movado Group, Inc. September 1994 - December 1996
Education
Siena College 1990 — 1994
Bachelor of Business Administration (B.B.A.), Accounting
Landmark Partners February 2008 - Present
Tudor Investment Corporation March 2005 - February 2008
JPMorgan Partners May 2002 - March 2005
Morgan Stanley September 1998 - May 2002
KPMG December 1996 - September 1998
Movado Group, Inc. September 1994 - December 1996
Education
Siena College 1990 — 1994
Bachelor of Business Administration (B.B.A.), Accounting
Max Zachai Max Zachai's Morgan Stanley Experience February 2008 - May 2015
Job If you're going to do something, give it your all.
Industry Financial Services
Experience
Morgan Stanley February 2008 - May 2015
Chico Cabaret Theater 2005 - January 2011
Education
Sonoma State University 1997 — 2001
BA, Music
Morgan Stanley February 2008 - May 2015
Chico Cabaret Theater 2005 - January 2011
Education
Sonoma State University 1997 — 2001
BA, Music
Monica Sosa Monica Sosa's Morgan Stanley Experience 2013 - Present
Job Associate Vice President, Associate Private Banker
Industry Financial Services
Experience
Morgan Stanley 2013 - Present
Education
Sonoma State University
Morgan Stanley 2013 - Present
Education
Sonoma State University
Christopher Ruemke Christopher Ruemke's Morgan Stanley Experience July 2012 - June 2013
Job Government Economist
Industry Capital Markets
Experience
Consultant October 1985 - December 2014
Morgan Stanley July 2012 - June 2013
U.S. Coast Guard February 2008 - May 2011
CUNY, Baruch College January 2001 - January 2005
Bank of Nova Scotia January 1984 - January 1986
Merrill Lynch January 1982 - January 1984
CIBC, Vancouver January 1980 - January 1982
Royal Vancouver Yacht Club January 1977 - January 1980
Skills
Commodities, Options, FX, ETFs, Swaps, Forwards, Trading, Equities, Bloomberg, Brokerage, Derivatives, Financial Markets, Technical Analysis, Alternative Investments, Fixed Income, Asset Management, Risk Management, Currency, Funding, Capital Markets, Investment Strategies, Investments, Portfolio Management, Hedge Funds, Bonds, Proprietary Trading, Emerging Markets, Trading Systems, Industry Analysis, Investment Banking, Economics, Hedging, Treasury Management, Financial Modeling, Investment Advisory, Prime Brokerage, Risk, Banking, Financial Analysis, VBA, Wealth Management, FX trading, Mutual Funds, Securities, Credit, Stocks, Compliance, Financial Management, Electronic Trading
Education
Baruch, Zicklin School of Business. New York
MBA, Banking, Corporate, Finance, and Securities
New York University
FX Knowledge certificate, FX
Simon Fraser University 2014 — 2018
Bachelor's degree, double major; Economics and Commerce
Consultant October 1985 - December 2014
Morgan Stanley July 2012 - June 2013
U.S. Coast Guard February 2008 - May 2011
CUNY, Baruch College January 2001 - January 2005
Bank of Nova Scotia January 1984 - January 1986
Merrill Lynch January 1982 - January 1984
CIBC, Vancouver January 1980 - January 1982
Royal Vancouver Yacht Club January 1977 - January 1980
Skills
Commodities, Options, FX, ETFs, Swaps, Forwards, Trading, Equities, Bloomberg, Brokerage, Derivatives, Financial Markets, Technical Analysis, Alternative Investments, Fixed Income, Asset Management, Risk Management, Currency, Funding, Capital Markets, Investment Strategies, Investments, Portfolio Management, Hedge Funds, Bonds, Proprietary Trading, Emerging Markets, Trading Systems, Industry Analysis, Investment Banking, Economics, Hedging, Treasury Management, Financial Modeling, Investment Advisory, Prime Brokerage, Risk, Banking, Financial Analysis, VBA, Wealth Management, FX trading, Mutual Funds, Securities, Credit, Stocks, Compliance, Financial Management, Electronic Trading
Education
Baruch, Zicklin School of Business. New York
MBA, Banking, Corporate, Finance, and Securities
New York University
FX Knowledge certificate, FX
Simon Fraser University 2014 — 2018
Bachelor's degree, double major; Economics and Commerce
Scharf Christopher's Morgan Stanley Experience May 2011 - September 2011
Job New York Region Financial Analyst at The Ayco Company, L.P., a Goldman Sachs Company
Industry Financial Services
Experience
The Ayco Company, L.P., a Goldman Sachs Company October 2013 - Present
The Fortus Group May 2010 - September 2013
Morgan Stanley May 2011 - September 2011
Skills
Bloomberg, Economics, Finance, Financial Analysis, Bloomberg Terminal, Strategic Financial..., Microsoft Office, Sales, Leadership, Teamwork
Education
Union Graduate College 2013 — 2015
Master of Business Administration (MBA), Finance and Financial Management Services
Siena College 2009 — 2013
Bachelor's degree, Finance, General
The Ayco Company, L.P., a Goldman Sachs Company October 2013 - Present
The Fortus Group May 2010 - September 2013
Morgan Stanley May 2011 - September 2011
Skills
Bloomberg, Economics, Finance, Financial Analysis, Bloomberg Terminal, Strategic Financial..., Microsoft Office, Sales, Leadership, Teamwork
Education
Union Graduate College 2013 — 2015
Master of Business Administration (MBA), Finance and Financial Management Services
Siena College 2009 — 2013
Bachelor's degree, Finance, General
Melissa Bennett Melissa Bennett's Morgan Stanley Experience December 2014 - Present
Job Campus Recruiter at Morgan Stanley
Industry Human Resources
Experience
Morgan Stanley December 2014 - Present
Morgan Stanley June 2013 - November 2014
Skidmore College August 2012 - May 2013
Skidmore College August 2011 - May 2013
Skills
Public Speaking, Event Planning, Resume Writing, Mock Interviews, Research, Job Search Strategies, Cover Letters, Qualitative Research, Program Development, Social Media, Recruiting, Interviews
Education
Skidmore College 2009 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
Morgan Stanley December 2014 - Present
Morgan Stanley June 2013 - November 2014
Skidmore College August 2012 - May 2013
Skidmore College August 2011 - May 2013
Skills
Public Speaking, Event Planning, Resume Writing, Mock Interviews, Research, Job Search Strategies, Cover Letters, Qualitative Research, Program Development, Social Media, Recruiting, Interviews
Education
Skidmore College 2009 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
Stephen Giacolone's Morgan Stanley Experience January 2010 - April 2012
Job Assistance Vice President FI Coverage at Lloyds Bank Commerical Banking
Industry Banking
Experience
Lloyds Bank Commerical Banking April 2015 - Present
Lloyds Bank Commercial Banking April 2012 - April 2015
Morgan Stanley January 2010 - April 2012
Skills
Capital Markets, Fixed Income, Loans, Equities, Structured Finance, Financial Services, Credit Analysis, FX Options, Financial Structuring, Finance, Economics, Securitization, Credit Risk, Series 7, Quantitative Analytics, Commercial Banking, Financial Risk, Mergers & Acquisitions, Strategic Financial..., Business Analysis, Analysis, Project Finance
Education
Skidmore College 2005 — 2009
B.S., Management and Business, Government
Lloyds Bank Commerical Banking April 2015 - Present
Lloyds Bank Commercial Banking April 2012 - April 2015
Morgan Stanley January 2010 - April 2012
Skills
Capital Markets, Fixed Income, Loans, Equities, Structured Finance, Financial Services, Credit Analysis, FX Options, Financial Structuring, Finance, Economics, Securitization, Credit Risk, Series 7, Quantitative Analytics, Commercial Banking, Financial Risk, Mergers & Acquisitions, Strategic Financial..., Business Analysis, Analysis, Project Finance
Education
Skidmore College 2005 — 2009
B.S., Management and Business, Government
Julia Voorhees's Morgan Stanley Experience June 2007 - August 2007
Job Digital Marketing at L.L.Bean
Industry Marketing and Advertising
Experience
L.L.Bean September 2014 - Present
L.L.Bean April 2013 - October 2014
Online Convergence Corporation February 2013 - April 2013
Joss & Main December 2011 - August 2012
VistaPrint January 2011 - December 2011
Vistaprint May 2009 - January 2011
The Lucas Group August 2008 - February 2009
Morgan Stanley June 2007 - August 2007
Department of Housing and Urban Development 2004 - 2006
Skills
E-commerce, Process Improvement, Direct Marketing, Data Analysis, Analytics, Product Management, Strategy, Online Marketing, Product Marketing, Web Analytics, Analysis, Competitive Analysis, Market Research, SEO, Cross-functional Team..., User Experience
Education
Fuqua School of Business, Duke University
MBA
Smith College 2004 — 2008
BA, Neuroscience and Economics
L.L.Bean September 2014 - Present
L.L.Bean April 2013 - October 2014
Online Convergence Corporation February 2013 - April 2013
Joss & Main December 2011 - August 2012
VistaPrint January 2011 - December 2011
Vistaprint May 2009 - January 2011
The Lucas Group August 2008 - February 2009
Morgan Stanley June 2007 - August 2007
Department of Housing and Urban Development 2004 - 2006
Skills
E-commerce, Process Improvement, Direct Marketing, Data Analysis, Analytics, Product Management, Strategy, Online Marketing, Product Marketing, Web Analytics, Analysis, Competitive Analysis, Market Research, SEO, Cross-functional Team..., User Experience
Education
Fuqua School of Business, Duke University
MBA
Smith College 2004 — 2008
BA, Neuroscience and Economics
Nicole Cahill-Yi Nicole Cahill-Yi's Morgan Stanley Experience November 2014 - Present
Job Client Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2014 - Present
Landman Corsi Ballaine & Ford P.C. January 2013 - October 2014
IMG Artists September 2012 - December 2012
The Mann Center for the Performing Arts May 2009 - August 2012
Skidmore College January 2011 - May 2012
Skills
Microsoft Office, Raiser's Edge, SmartCall, Twitter, Facebook, Spanish-English, Flute, SurveyMonkey, Creativity, Marketing, Arts Administration, Music, Venue Management, Writing, Fundraising, Equestrian, Hunt Seat Equitation, 3 Day Eventing, Teaching, Social Networking, Nonprofits, Microsoft Word, Time Management, Proofreading, Client Services
Education
Skidmore College 2008 — 2012
Bachelor of Science (B.S.), Management & Business, Sociology
Universidad de Alcalá 2010 — 2010
The Calhoun School 2004 — 2008
High School
Morgan Stanley November 2014 - Present
Landman Corsi Ballaine & Ford P.C. January 2013 - October 2014
IMG Artists September 2012 - December 2012
The Mann Center for the Performing Arts May 2009 - August 2012
Skidmore College January 2011 - May 2012
Skills
Microsoft Office, Raiser's Edge, SmartCall, Twitter, Facebook, Spanish-English, Flute, SurveyMonkey, Creativity, Marketing, Arts Administration, Music, Venue Management, Writing, Fundraising, Equestrian, Hunt Seat Equitation, 3 Day Eventing, Teaching, Social Networking, Nonprofits, Microsoft Word, Time Management, Proofreading, Client Services
Education
Skidmore College 2008 — 2012
Bachelor of Science (B.S.), Management & Business, Sociology
Universidad de Alcalá 2010 — 2010
The Calhoun School 2004 — 2008
High School
Christine Gros's Morgan Stanley Experience 1999 - Present
Job Wall Street Technology Architect in Transition
Industry Investment Banking
Experience
Morgan Stanley 1999 - Present
Morgan Stanley 1999 - 2008
Morgan Stanley 1995 - 1999
Morgan Stanley 1988 - 1994
Morgan Stanley 1987 - 1988
Morgan Stanley 1986 - 1987
The New School 1985 - 1986
Skills
Software Project..., Business Analysis, Integration, Trading Systems
Education
Skidmore College
Bachelor of Arts (BA)
The Graduate Faculty of the New School for Social Research
Morgan Stanley 1999 - Present
Morgan Stanley 1999 - 2008
Morgan Stanley 1995 - 1999
Morgan Stanley 1988 - 1994
Morgan Stanley 1987 - 1988
Morgan Stanley 1986 - 1987
The New School 1985 - 1986
Skills
Software Project..., Business Analysis, Integration, Trading Systems
Education
Skidmore College
Bachelor of Arts (BA)
The Graduate Faculty of the New School for Social Research
Robert Roberts Robert Roberts's Morgan Stanley Experience March 2002 - May 2003
Job Managing Consultant at Navigant
Industry Investment Management
Experience
Navigant November 2014 - Present
Zacks Investment Management January 2014 - December 2014
Zacks Investment Research January 2014 - November 2014
FriarTech, LLC April 2013 - January 2014
Sagence July 2012 - September 2013
First Midwest Financial Network August 2006 - July 2012
LPL Financial August 2006 - July 2012
Allstate Financial May 2005 - July 2006
GreenPoint Bank June 2003 - May 2005
Morgan Stanley March 2002 - May 2003
Skills
Financial Analysis, Financial Modeling, Series 7, Portfolio Management, Investments, Management Consulting, Sales Management..., Strategic Consulting, Data Warehousing, Dodd-Frank, Insurance, Statistics, Insurance Training, Annuity Sales, Data Driven Marketing, Database Consulting, Variable Life, Fixed Annuities, Variable Annuities, Data-driven, Financial Services, Financial Management..., Insurance Brokerage, Insurance Background, Econometrics, Economics, Financial Advisory, CRM, Wealth Management, Investment Strategies, Securities, Retirement Planning, Marketing, Analytics, Banking, Fixed Income, Equities, Business Planning, Analysis, Entrepreneurship, Strategy, Management, Business Strategy
Education
The University of Chicago - Booth School of Business 2007 — 2010
MBA, Master of Business Administration
Siena College 1996 — 1999
Bachelors of Science, Marketing and Management
Navigant November 2014 - Present
Zacks Investment Management January 2014 - December 2014
Zacks Investment Research January 2014 - November 2014
FriarTech, LLC April 2013 - January 2014
Sagence July 2012 - September 2013
First Midwest Financial Network August 2006 - July 2012
LPL Financial August 2006 - July 2012
Allstate Financial May 2005 - July 2006
GreenPoint Bank June 2003 - May 2005
Morgan Stanley March 2002 - May 2003
Skills
Financial Analysis, Financial Modeling, Series 7, Portfolio Management, Investments, Management Consulting, Sales Management..., Strategic Consulting, Data Warehousing, Dodd-Frank, Insurance, Statistics, Insurance Training, Annuity Sales, Data Driven Marketing, Database Consulting, Variable Life, Fixed Annuities, Variable Annuities, Data-driven, Financial Services, Financial Management..., Insurance Brokerage, Insurance Background, Econometrics, Economics, Financial Advisory, CRM, Wealth Management, Investment Strategies, Securities, Retirement Planning, Marketing, Analytics, Banking, Fixed Income, Equities, Business Planning, Analysis, Entrepreneurship, Strategy, Management, Business Strategy
Education
The University of Chicago - Booth School of Business 2007 — 2010
MBA, Master of Business Administration
Siena College 1996 — 1999
Bachelors of Science, Marketing and Management
Marino Angeles Marino Angeles's Morgan Stanley Experience 2005 - 2010
Job Mutual Fund Dividend Analyst
Industry Accounting
Experience
J.P. Morgan 2013 - Present
LUDO LITTLE STAR 2010 - Present
Morgan Stanley 2005 - 2010
Morgan Stanley 2002 - 2005
Skills
Finance, Mainframe, Dividends, Mutual Funds, Team Leadership, Financial Audits, Account Reconciliation, Accounting, Business Strategy, Accounts Payable &..., Wealth Management, Omnibus, TRADE CORRECTIONS, Client Relations, Global Client Management, P&L Management, Employee Training, Team Management, Team Building, Investments, Account Management, Data Analysis, Business Analysis, Financial Analysis, Financial Reporting, Communication, Organizational..., Strategic Communications, Risk Assessment, New Business Development, Small Business, Fitness, Nutrition, Bloomberg, Financial Modeling, Management, Valuation, Capital Markets, Investment Banking, Derivatives, Corporate Finance, Fixed Income
Education
Siena College 1997 — 2001
BS, Finance
J.P. Morgan 2013 - Present
LUDO LITTLE STAR 2010 - Present
Morgan Stanley 2005 - 2010
Morgan Stanley 2002 - 2005
Skills
Finance, Mainframe, Dividends, Mutual Funds, Team Leadership, Financial Audits, Account Reconciliation, Accounting, Business Strategy, Accounts Payable &..., Wealth Management, Omnibus, TRADE CORRECTIONS, Client Relations, Global Client Management, P&L Management, Employee Training, Team Management, Team Building, Investments, Account Management, Data Analysis, Business Analysis, Financial Analysis, Financial Reporting, Communication, Organizational..., Strategic Communications, Risk Assessment, New Business Development, Small Business, Fitness, Nutrition, Bloomberg, Financial Modeling, Management, Valuation, Capital Markets, Investment Banking, Derivatives, Corporate Finance, Fixed Income
Education
Siena College 1997 — 2001
BS, Finance
Anita Emery Anita Emery's Morgan Stanley Experience 1999 - 2001
Job Broker/Owner at Area Real Estate Partners
Industry Real Estate
Experience
Area Real Estate Partners August 2007 - Present
Situs Companies January 2006 - August 2007
Morgan Stanley 1999 - 2001
Skills
First Time Home Buyers, Buyer Representation, Real Estate, Short Sales, Relocation, Condos, New Home Sales, Foreclosures, Sellers, Listings, Single Family Homes, Investment Properties, REO, Due Diligence, Finance, Commercial Real Estate, Real Estate Transactions, Residential Homes, Leases, Buyers, Real Estate Economics
Education
UNLV 1996 — 1998
Philosophy
Slippery Rock University of Pennsylvania 1974 — 1975
New Castle Business College
Area Real Estate Partners August 2007 - Present
Situs Companies January 2006 - August 2007
Morgan Stanley 1999 - 2001
Skills
First Time Home Buyers, Buyer Representation, Real Estate, Short Sales, Relocation, Condos, New Home Sales, Foreclosures, Sellers, Listings, Single Family Homes, Investment Properties, REO, Due Diligence, Finance, Commercial Real Estate, Real Estate Transactions, Residential Homes, Leases, Buyers, Real Estate Economics
Education
UNLV 1996 — 1998
Philosophy
Slippery Rock University of Pennsylvania 1974 — 1975
New Castle Business College
Tom Paluszynski's Morgan Stanley Experience 2009 — Present
Job VP Investments at Morgan Stanley
Industry Capital Markets
Experience
Morgan Stanley 2009 — Present
Education
Slippery Rock University of Pennsylvania 1977 — 1981
Bachelor of Science , Business Management
Morgan Stanley 2009 — Present
Education
Slippery Rock University of Pennsylvania 1977 — 1981
Bachelor of Science , Business Management
eleni mavromati's Morgan Stanley Experience August 1998 - April 2000
Job Investment Associate
Industry Banking
Experience
ML September 2002 - Present
Morgan Stanley August 1998 - April 2000
Morgan Stanley August 1996 - July 1998
Skills
Alternative Investments, Equity Research, Finance, Financial Modeling, Investment Banking, Investments
Education
Stanford University Graduate School of Business 2000 — 2002
mba
Smith College 1992 — 1996
BA, Economics/Psychology
Anatolia College
ML September 2002 - Present
Morgan Stanley August 1998 - April 2000
Morgan Stanley August 1996 - July 1998
Skills
Alternative Investments, Equity Research, Finance, Financial Modeling, Investment Banking, Investments
Education
Stanford University Graduate School of Business 2000 — 2002
mba
Smith College 1992 — 1996
BA, Economics/Psychology
Anatolia College
Laura Yamner's Morgan Stanley Experience 2002 - 2003
Job Marketing Leader with proven track record in nonprofit, financial services, and publishing areas.
Industry Marketing and Advertising
Experience
Park Avenue Synagogue July 2013 - Present
Self Employed 2005 - July 2013
JPMorgan Private Bank 2005 - 2005
New York Magazine 2003 - 2004
Morgan Stanley 2002 - 2003
Goldman Sachs October 2000 - June 2001
American Express February 1992 - June 2000
Skills
Marketing Communications, Strategy, Customer Acquisition, Strategic Partnerships, Loyalty Marketing, Partner Development, Team Management, Marketing, Leadership, Sponsorship, Sales, Non-profit Volunteer, Customer Retention, Market Planning, Management Consulting
Education
Skidmore College 1986 — 1989
Washington University in St. Louis 1985 — 1986
Fieldston 1979 — 1985
HS
Park Avenue Synagogue July 2013 - Present
Self Employed 2005 - July 2013
JPMorgan Private Bank 2005 - 2005
New York Magazine 2003 - 2004
Morgan Stanley 2002 - 2003
Goldman Sachs October 2000 - June 2001
American Express February 1992 - June 2000
Skills
Marketing Communications, Strategy, Customer Acquisition, Strategic Partnerships, Loyalty Marketing, Partner Development, Team Management, Marketing, Leadership, Sponsorship, Sales, Non-profit Volunteer, Customer Retention, Market Planning, Management Consulting
Education
Skidmore College 1986 — 1989
Washington University in St. Louis 1985 — 1986
Fieldston 1979 — 1985
HS
Jenai Lee's Morgan Stanley Experience January 1996 - January 1998
Job Director Manager of HR Technology
Industry Human Resources
Experience
SPP LLC August 2008 - Present
PPP LLC April 2008 - Present
UBS January 2004 - March 2008
UBS January 2000 - January 2004
UBS January 1999 - January 2000
UBS January 1998 - January 1999
Morgan Stanley January 1996 - January 1998
Education
Smith College 1990 — 1994
BA
Bronx High School Of Science
New York University - Leonard N. Stern School of Business
MBA, Finance, Information Systems
New York University - Leonard N. Stern School of Business
MS, Information Systems
SPP LLC August 2008 - Present
PPP LLC April 2008 - Present
UBS January 2004 - March 2008
UBS January 2000 - January 2004
UBS January 1999 - January 2000
UBS January 1998 - January 1999
Morgan Stanley January 1996 - January 1998
Education
Smith College 1990 — 1994
BA
Bronx High School Of Science
New York University - Leonard N. Stern School of Business
MBA, Finance, Information Systems
New York University - Leonard N. Stern School of Business
MS, Information Systems
Chris Kovel's Morgan Stanley Experience August 1999 - Present
Job Managing Director at Morgan Stanley
Industry Banking
Experience
Morgan Stanley August 1999 - Present
Indigo Enterprises 1993 - 1999
Lotus Development 1991 - 1993
Skills
Strategy, Capital Markets, Strategic Planning, Fixed Income, Product Management, Cross-functional Team..., Investment Banking, Equities, CRM, SDLC, Product Development, Derivatives, Management, Business Analysis, Financial Services, Risk Management, Leadership, Options, Trading Systems, Consulting, IT Strategy, Vendor Management, Program Management, Project Management, Software Project...
Education
Skidmore College 1986 — 1990
Bachelor of Arts (B.A.), Social Psychology
Morgan Stanley August 1999 - Present
Indigo Enterprises 1993 - 1999
Lotus Development 1991 - 1993
Skills
Strategy, Capital Markets, Strategic Planning, Fixed Income, Product Management, Cross-functional Team..., Investment Banking, Equities, CRM, SDLC, Product Development, Derivatives, Management, Business Analysis, Financial Services, Risk Management, Leadership, Options, Trading Systems, Consulting, IT Strategy, Vendor Management, Program Management, Project Management, Software Project...
Education
Skidmore College 1986 — 1990
Bachelor of Arts (B.A.), Social Psychology
Priscilla (Jenkins) Baldari, CPA's Morgan Stanley Experience April 2010 - July 2010
Job Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2013 - Present
Merrill Lynch July 2010 - January 2013
Morgan Stanley April 2010 - July 2010
Bank of America January 2009 - April 2010
Merrill Lynch January 2005 - December 2008
Skills
Internal Audit, Audit, Risk Management, Financial Analysis, Lotus Notes, Microsoft Office, Engineering, project management, Alternative Investments, hedge funds, private equity, Hedge Funds, Auditing, Private Equity, Project Management, Fixed Income, Program Management, Leadership, Series 7
Education
The College of New Jersey
BS, Accounting, Computer Engineering, Electrical Engineering
Smith College
Engineering
Merrill Lynch February 2013 - Present
Merrill Lynch July 2010 - January 2013
Morgan Stanley April 2010 - July 2010
Bank of America January 2009 - April 2010
Merrill Lynch January 2005 - December 2008
Skills
Internal Audit, Audit, Risk Management, Financial Analysis, Lotus Notes, Microsoft Office, Engineering, project management, Alternative Investments, hedge funds, private equity, Hedge Funds, Auditing, Private Equity, Project Management, Fixed Income, Program Management, Leadership, Series 7
Education
The College of New Jersey
BS, Accounting, Computer Engineering, Electrical Engineering
Smith College
Engineering
Lisa Zonino's Morgan Stanley Experience 1999 - 2007
Job Consultant at Egon Zehnder International
Industry Financial Services
Experience
Egon Zehnder International September 2012 - Present
CIT July 2010 - Present
CIT Group 2010 - Present
Egon Zehnder International 2007 - 2010
Morgan Stanley 1999 - 2007
Bankers Trust 1985 - 1999
Banker Trust 1985 - 1999
Banker Trust 1985 - 1999
Skills
Credit Risk, Operational Risk, Risk Management, Market Risk, Risk
Education
New York University - Leonard N. Stern School of Business 1989 — 1991
MBA
Smith College 1979 — 1983
AB, Economics/Psychology
The Taft School 1977 — 1979
Irvington HS
Irvington high school
Irvington high school
Egon Zehnder International September 2012 - Present
CIT July 2010 - Present
CIT Group 2010 - Present
Egon Zehnder International 2007 - 2010
Morgan Stanley 1999 - 2007
Bankers Trust 1985 - 1999
Banker Trust 1985 - 1999
Banker Trust 1985 - 1999
Skills
Credit Risk, Operational Risk, Risk Management, Market Risk, Risk
Education
New York University - Leonard N. Stern School of Business 1989 — 1991
MBA
Smith College 1979 — 1983
AB, Economics/Psychology
The Taft School 1977 — 1979
Irvington HS
Irvington high school
Irvington high school
Soumaly King's Morgan Stanley Experience October 1997 - March 2003
Job Marketing Associate
Industry Marketing and Advertising
Experience
Morgan Stanley October 1997 - March 2003
Education
Smith College 1990 — 1994
Morgan Stanley October 1997 - March 2003
Education
Smith College 1990 — 1994
Alyse d'Amico's Morgan Stanley Experience 2000 - 2002
Job Director of Human Capital/Special Assistant to the President at The Center for Effective Philanthropy
Industry Philanthropy
Experience
The Center for Effective Philanthropy November 2014 - Present
The Center for Effective Philanthropy June 2011 - October 2014
The Center for Effective Philanthropy January 2009 - June 2011
The Center for Effective Philanthropy 2008 - March 2010
The Center for Effective Philanthropy 2006 - 2008
The Center for Effective Philanthropy 2005 - 2006
The Center for Effective Philanthropy 2003 - 2005
Morgan Stanley 2000 - 2002
Skills
Philanthropy, Non-profits, Board Development, Nonprofits, Grants, Program Evaluation, Fundraising, Grant Writing
Education
Skidmore College 1995 — 1999
The Center for Effective Philanthropy November 2014 - Present
The Center for Effective Philanthropy June 2011 - October 2014
The Center for Effective Philanthropy January 2009 - June 2011
The Center for Effective Philanthropy 2008 - March 2010
The Center for Effective Philanthropy 2006 - 2008
The Center for Effective Philanthropy 2005 - 2006
The Center for Effective Philanthropy 2003 - 2005
Morgan Stanley 2000 - 2002
Skills
Philanthropy, Non-profits, Board Development, Nonprofits, Grants, Program Evaluation, Fundraising, Grant Writing
Education
Skidmore College 1995 — 1999
Claudia Martell's Morgan Stanley Experience 1992 - 1996
Job
Industry Apparel & Fashion
Experience
Confidential May 2014 - February 2015
CW Capital Asset Management LLC February 2012 - February 2014
Deutsche Bank March 2010 - October 2010
Epoch Investment Partners March 2009 - February 2010
AllianceBernstein July 2004 - October 2008
Pequot Capital September 2001 - March 2004
Deutsche Bank August 1996 - September 2001
Morgan Stanely July 1993 - July 1996
Morgan Stanley 1992 - 1996
American Urban Radio Networks January 1991 - April 1992
Skills
Marketing, Project Management, Event Planning, Microsoft Office, Team Building, Event Management, Microsoft Excel, Microsoft Word, Outlook, Sales, Social Networking, PowerPoint, Research, Negotiation, Business Development, Recruiting, Office Management, Contract Negotiation, Real Estate, Vendor Relationships, Networking, Corporate Events, Private Events, Non-profit Volunteer, Facilities Management, Management
Education
The Art Institute of New York 1996 — 1998
Pastry Arts, Associates Degree
Skidmore College 1988 — 1989
Confidential May 2014 - February 2015
CW Capital Asset Management LLC February 2012 - February 2014
Deutsche Bank March 2010 - October 2010
Epoch Investment Partners March 2009 - February 2010
AllianceBernstein July 2004 - October 2008
Pequot Capital September 2001 - March 2004
Deutsche Bank August 1996 - September 2001
Morgan Stanely July 1993 - July 1996
Morgan Stanley 1992 - 1996
American Urban Radio Networks January 1991 - April 1992
Skills
Marketing, Project Management, Event Planning, Microsoft Office, Team Building, Event Management, Microsoft Excel, Microsoft Word, Outlook, Sales, Social Networking, PowerPoint, Research, Negotiation, Business Development, Recruiting, Office Management, Contract Negotiation, Real Estate, Vendor Relationships, Networking, Corporate Events, Private Events, Non-profit Volunteer, Facilities Management, Management
Education
The Art Institute of New York 1996 — 1998
Pastry Arts, Associates Degree
Skidmore College 1988 — 1989
Brian Klatsky's Morgan Stanley Experience August 1997 - January 1998
Job Managing Director at KCG
Industry Financial Services
Experience
Knight February 1998 - Present
Team Rio National 2012 - Present
Sherwood February 1997 - February 1998
Morgan Stanley August 1997 - January 1998
Skills
Hybrid Market Making, Risk Management, Equity Trading Desk..., Electronic Trading, Equity Trading, Series 7, Series 63, ETFs, Proprietary Trading, Equities, Hedge Funds, Trading, Trading Systems, Securities, Options, Capital Markets, Alternative Investments, Fixed Income, Series 24, Bloomberg
Education
University of Florida - Warrington College Of Business 2005 — 2006
MBA, Global Finance
Skidmore College 1990 — 2004
BS, Business
The Hong Kong University of Science and Technology 1995 — 1996
MBA, Global Finance
Knight February 1998 - Present
Team Rio National 2012 - Present
Sherwood February 1997 - February 1998
Morgan Stanley August 1997 - January 1998
Skills
Hybrid Market Making, Risk Management, Equity Trading Desk..., Electronic Trading, Equity Trading, Series 7, Series 63, ETFs, Proprietary Trading, Equities, Hedge Funds, Trading, Trading Systems, Securities, Options, Capital Markets, Alternative Investments, Fixed Income, Series 24, Bloomberg
Education
University of Florida - Warrington College Of Business 2005 — 2006
MBA, Global Finance
Skidmore College 1990 — 2004
BS, Business
The Hong Kong University of Science and Technology 1995 — 1996
MBA, Global Finance
Carrie Durant's Morgan Stanley Experience May 2006 - Present
Job Morgan Stanley
Industry Real Estate
Experience
Morgan Stanley May 2006 - Present
Bryan Cave April 2005 - April 2006
Clifford Chance US LLP 1999 - March 2005
Skills
Due Diligence, Capital Markets, Hedge Funds, Joint Ventures, Valuation, Private Equity, Venture Capital, Asset Management, Securities, Securitization
Education
St. John's University School of Law 1997 — 1999
JD, Law
Skidmore College 1992 — 1996
Bachelor of Arts (B.A.), American/United States Studies/Civilization
Morgan Stanley May 2006 - Present
Bryan Cave April 2005 - April 2006
Clifford Chance US LLP 1999 - March 2005
Skills
Due Diligence, Capital Markets, Hedge Funds, Joint Ventures, Valuation, Private Equity, Venture Capital, Asset Management, Securities, Securitization
Education
St. John's University School of Law 1997 — 1999
JD, Law
Skidmore College 1992 — 1996
Bachelor of Arts (B.A.), American/United States Studies/Civilization
Phil Murphy, CFA's Morgan Stanley Experience May 1996 - September 2003
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2003 - Present
Morgan Stanley May 1996 - September 2003
Skills
Series 7, Retirement Planning, Wealth Management, Saving for Education, Investment Advisory, 401k Rollovers, Mutual Funds, Asset Allocation, Retirement, Investment Strategies, IRAs, Investments, 529 Plans, Strategic Financial..., Financial Advisory
Education
Siena College 1991 — 1995
Bachelor's degree, Accounting
Merrill Lynch September 2003 - Present
Morgan Stanley May 1996 - September 2003
Skills
Series 7, Retirement Planning, Wealth Management, Saving for Education, Investment Advisory, 401k Rollovers, Mutual Funds, Asset Allocation, Retirement, Investment Strategies, IRAs, Investments, 529 Plans, Strategic Financial..., Financial Advisory
Education
Siena College 1991 — 1995
Bachelor's degree, Accounting
Alicia Bernstein's Morgan Stanley Experience June 1998 - September 2001
Job Associate Planner at David's Bridal
Industry Retail
Experience
David's Bridal January 2015 - Present
Destination Maternity Corporation March 2011 - December 2014
Coty May 2005 - March 2011
Coty July 2006 - July 2007
Coty May 2005 - June 2006
Bunzl Retail (formerly Retail Resources, LLC) 2002 - 2005
Morgan Stanley June 1998 - September 2001
Skills
Purchasing, Management, Project Planning, Cross-functional Team..., Retail, Logistics, Project Management, Product Development, International Trade, Consumer Products, International Shipping, Cosmetics, Inventory Management, Planning, Import/Export, Operations, Problem Solving, Data Analysis, Promotional Analysis
Education
Skidmore College 1998 — 2002
BS
Universidad de Sevilla 2001 — 2001
David's Bridal January 2015 - Present
Destination Maternity Corporation March 2011 - December 2014
Coty May 2005 - March 2011
Coty July 2006 - July 2007
Coty May 2005 - June 2006
Bunzl Retail (formerly Retail Resources, LLC) 2002 - 2005
Morgan Stanley June 1998 - September 2001
Skills
Purchasing, Management, Project Planning, Cross-functional Team..., Retail, Logistics, Project Management, Product Development, International Trade, Consumer Products, International Shipping, Cosmetics, Inventory Management, Planning, Import/Export, Operations, Problem Solving, Data Analysis, Promotional Analysis
Education
Skidmore College 1998 — 2002
BS
Universidad de Sevilla 2001 — 2001
Charles Croson, CFA's Morgan Stanley Experience September 2004 - December 2004
Job Chief Investment Officer at Croson Investment Partners
Industry Financial Services
Experience
Croson Investment Partners September 2015 - Present
The Lodge Group August 2014 - Present
Jefferies September 2014 - September 2015
Barclays July 2013 - September 2014
Sidoti & Company, LLC August 2010 - July 2013
TIAA-CREF March 2010 - July 2010
Thomson Reuters October 2009 - March 2010
Thomson Reuters February 2008 - October 2009
Morgan Stanley Investment Management January 2005 - June 2005
Morgan Stanley September 2004 - December 2004
Skills
Medical Devices, Equity Research, Financial Modeling, Financial Analysis, Valuation, Capital Markets, Equities, Investor Relations, Economics
Education
University of Tampa - John H. Sykes College of Business 2003 — 2007
BS, International Business
上智大学 / Sophia University 2005 — 2006
Exchange Program, Japanese and Japanese Business
Croson Investment Partners September 2015 - Present
The Lodge Group August 2014 - Present
Jefferies September 2014 - September 2015
Barclays July 2013 - September 2014
Sidoti & Company, LLC August 2010 - July 2013
TIAA-CREF March 2010 - July 2010
Thomson Reuters October 2009 - March 2010
Thomson Reuters February 2008 - October 2009
Morgan Stanley Investment Management January 2005 - June 2005
Morgan Stanley September 2004 - December 2004
Skills
Medical Devices, Equity Research, Financial Modeling, Financial Analysis, Valuation, Capital Markets, Equities, Investor Relations, Economics
Education
University of Tampa - John H. Sykes College of Business 2003 — 2007
BS, International Business
上智大学 / Sophia University 2005 — 2006
Exchange Program, Japanese and Japanese Business
Carrie Youngberg's Morgan Stanley Experience July 1996 - July 1999
Job Head of Finance at Vontobel Asset Management
Industry Investment Management
Experience
Vontobel Asset Management October 2013 - Present
MY Associates May 2008 - September 2013
KLG Advisors November 2007 - September 2013
Citibank GWM October 2005 - November 2007
Goldman Sachs July 1999 - October 2005
Morgan Stanley July 1996 - July 1999
Sapient Corporation September 1995 - July 1996
Arthur Andersen 1989 - 1995
Skills
Financial Analysis, Business Strategy, Process Improvement, Management Consulting, Operations Management, Human Resources
Education
New York University - Leonard N. Stern School of Business 1989 — 1990
MS, Accounting
Smith College 1985 — 1989
BA, Economics
London School of Economics and Political Science 1987 — 1988
Certificate, Economics and Psychology
Vontobel Asset Management October 2013 - Present
MY Associates May 2008 - September 2013
KLG Advisors November 2007 - September 2013
Citibank GWM October 2005 - November 2007
Goldman Sachs July 1999 - October 2005
Morgan Stanley July 1996 - July 1999
Sapient Corporation September 1995 - July 1996
Arthur Andersen 1989 - 1995
Skills
Financial Analysis, Business Strategy, Process Improvement, Management Consulting, Operations Management, Human Resources
Education
New York University - Leonard N. Stern School of Business 1989 — 1990
MS, Accounting
Smith College 1985 — 1989
BA, Economics
London School of Economics and Political Science 1987 — 1988
Certificate, Economics and Psychology
Ashwin Patel's Morgan Stanley Experience October 2014 - Present
Job Vice President at Morgan Stanley
Industry Computer Software
Experience
Morgan Stanley October 2014 - Present
Morgan Stanley August 2011 - Present
Citigroup January 2008 - August 2011
Tata Consultancy Services February 2004 - November 2007
Skills
Unix, SDLC, FIX Protocol, Sybase, Perl Script, Shell Script, SQL, FX Spot, FX Swaps, FX Algo, Equity Capital Markets, Equity Derivatives, Equities, Futures, Options, Options Algo, Futures Algo, Options on Futures, FX Forward, Equity Swaps, Electronic Trading...
Education
South Gujarat University 1997 — 2001
Bachelor of Engineering (B.E.), Computer Engineering
Morgan Stanley October 2014 - Present
Morgan Stanley August 2011 - Present
Citigroup January 2008 - August 2011
Tata Consultancy Services February 2004 - November 2007
Skills
Unix, SDLC, FIX Protocol, Sybase, Perl Script, Shell Script, SQL, FX Spot, FX Swaps, FX Algo, Equity Capital Markets, Equity Derivatives, Equities, Futures, Options, Options Algo, Futures Algo, Options on Futures, FX Forward, Equity Swaps, Electronic Trading...
Education
South Gujarat University 1997 — 2001
Bachelor of Engineering (B.E.), Computer Engineering
Sharon (Sheri) Saska's Morgan Stanley Experience September 2007 - March 2008
Job Receivership and Resolutions Specialist at Federal Deposit Insurance Corporation
Industry Financial Services
Experience
Federal Deposit Insurance Corporation February 2009 - Present
Sheri Saska November 2008 - February 2009
StoneHill Group June 2008 - February 2009
Morgan Stanley September 2007 - March 2008
Bohan Group October 2000 - September 2007
Skills
Credit, Loans, Risk Management, Mortgage Lending, Mortgage Banking, Banking, Loss Mitigation, Loan Servicing, Loan Origination, Underwriting, Due Diligence, Credit Risk, Fraud, Capital Markets, Analysis, Auditing, FHA, Financial Risk, Commercial Banking, Risk Analysis, Financial Analysis, Finance, Asset Management, Portfolio Management, Commercial Lending, Consumer Lending, Commercial Mortgages, Credit Analysis, Cash Management, Asset, Compliance, Default, Real Estate Economics, Refinance, Training, Investments, Project Management, Funding, Real Estate, Receiverships, Financial Institutions, Financial Modeling, Securitization, Residential Mortgages, Financial Services, Internal Audit, Mortgage Servicing, Small Business Lending, Executive Management, Strategic Planning
Education
Santa Rosa Junior College
Real Estate
Sonoma State University
Real Estate
Federal Deposit Insurance Corporation February 2009 - Present
Sheri Saska November 2008 - February 2009
StoneHill Group June 2008 - February 2009
Morgan Stanley September 2007 - March 2008
Bohan Group October 2000 - September 2007
Skills
Credit, Loans, Risk Management, Mortgage Lending, Mortgage Banking, Banking, Loss Mitigation, Loan Servicing, Loan Origination, Underwriting, Due Diligence, Credit Risk, Fraud, Capital Markets, Analysis, Auditing, FHA, Financial Risk, Commercial Banking, Risk Analysis, Financial Analysis, Finance, Asset Management, Portfolio Management, Commercial Lending, Consumer Lending, Commercial Mortgages, Credit Analysis, Cash Management, Asset, Compliance, Default, Real Estate Economics, Refinance, Training, Investments, Project Management, Funding, Real Estate, Receiverships, Financial Institutions, Financial Modeling, Securitization, Residential Mortgages, Financial Services, Internal Audit, Mortgage Servicing, Small Business Lending, Executive Management, Strategic Planning
Education
Santa Rosa Junior College
Real Estate
Sonoma State University
Real Estate
Robb Keayes's Morgan Stanley Experience May 2000 - August 2011
Job Vice President at Nomura Securities
Industry Financial Services
Experience
Nomura Securities January 2013 - Present
Nomura Securities September 2011 - December 2012
Morgan Stanley May 2000 - August 2011
Nikon February 1997 - April 2000
ALI Technologies 1995 - 1997
Skills
Electronic Trading, Fixed Income, Trading Systems, Market Data, Derivatives, Trading System, Interest Rate..., Trading, Perl, .NET, C# 4.0, WPF Development, Integration, Agile Methodologies, Agile Project Management, US Treasuries, WPF, interest rate
Education
Simon Fraser University 1988 — 2004
B.Sc. (Hon), Computer Science
Seycove Secondary 1985 — 1988
High School
Nomura Securities January 2013 - Present
Nomura Securities September 2011 - December 2012
Morgan Stanley May 2000 - August 2011
Nikon February 1997 - April 2000
ALI Technologies 1995 - 1997
Skills
Electronic Trading, Fixed Income, Trading Systems, Market Data, Derivatives, Trading System, Interest Rate..., Trading, Perl, .NET, C# 4.0, WPF Development, Integration, Agile Methodologies, Agile Project Management, US Treasuries, WPF, interest rate
Education
Simon Fraser University 1988 — 2004
B.Sc. (Hon), Computer Science
Seycove Secondary 1985 — 1988
High School
Renee Viviani's Morgan Stanley Experience May 2010 - April 2011
Job Director, Capital Markets Operational Risk at Bank of Montreal
Industry Banking
Experience
Bank of Montreal October 2011 - Present
Morgan Stanley May 2010 - April 2011
Morgan Stanley May 2005 - May 2010
Deutsche Bank July 2003 - April 2005
Lehman Brothers November 2000 - July 2003
Lehman Brothers November 2000 - July 2003
Fidelity Investments August 1998 - November 2000
Salomon Smith Barney April 1997 - August 1998
Farm Family Insurance Companies November 1993 - March 1997
Farm Family Insurance Companies June 1993 - November 1993
Skills
Financial Services, Operational Risk..., Internal Controls, Capital Markets, Financial Risk, Fixed Income, Credit Risk, Equities, Internal Audit, Investment Banking
Education
Siena College 1991 — 1993
Bachelor of Business Administration, Accounting
Bank of Montreal October 2011 - Present
Morgan Stanley May 2010 - April 2011
Morgan Stanley May 2005 - May 2010
Deutsche Bank July 2003 - April 2005
Lehman Brothers November 2000 - July 2003
Lehman Brothers November 2000 - July 2003
Fidelity Investments August 1998 - November 2000
Salomon Smith Barney April 1997 - August 1998
Farm Family Insurance Companies November 1993 - March 1997
Farm Family Insurance Companies June 1993 - November 1993
Skills
Financial Services, Operational Risk..., Internal Controls, Capital Markets, Financial Risk, Fixed Income, Credit Risk, Equities, Internal Audit, Investment Banking
Education
Siena College 1991 — 1993
Bachelor of Business Administration, Accounting
Susan Stang's Morgan Stanley Experience November 1992 - March 1995
Job Sales/relationship management oriented portfolio manager/analyst
Industry Investment Management
Experience
Bernstein Global Wealth Management September 2007 - Present
Neuberger Berman May 1996 - August 1999
Wertheim Schroeder March 1995 - March 1996
Morgan Stanley November 1992 - March 1995
Canadian Imperial Bank of Commerce November 1987 - November 1992
Irving Trust Company October 1985 - November 1987
Education
The Tuck School of Business at Dartmouth 2006 — 2006
Exec Ed, "Back in Business" program
New York University - Leonard N. Stern School of Business 1988 — 1991
MBA, Finance
Smith College 1981 — 1985
BA, Economics
Bernstein Global Wealth Management September 2007 - Present
Neuberger Berman May 1996 - August 1999
Wertheim Schroeder March 1995 - March 1996
Morgan Stanley November 1992 - March 1995
Canadian Imperial Bank of Commerce November 1987 - November 1992
Irving Trust Company October 1985 - November 1987
Education
The Tuck School of Business at Dartmouth 2006 — 2006
Exec Ed, "Back in Business" program
New York University - Leonard N. Stern School of Business 1988 — 1991
MBA, Finance
Smith College 1981 — 1985
BA, Economics
Sharon Sunoo's Morgan Stanley Experience January 1996 - April 1999
Job Owner, Birdy & Grace
Industry Apparel & Fashion
Experience
Birdy & Grace August 2007 - Present
Morgan Stanley January 1996 - April 1999
Skills
Golf, Apparel, Merchandising, Retail, Visual Merchandising, Fashion, Sports, Marketing Strategy, Social Media Marketing, Customer Service, Email Marketing, Sales Management, Marketing, Inventory Management, Sporting Goods, Sales, Footwear, Purchasing, Social Media, Management, Brand Development, Negotiation, Trade Shows
Education
Smith College
Bachelor of Arts (BA), Economics and International Relations
The George Washington University - School of Business
Master of Business Administration (MBA), International Business
Birdy & Grace August 2007 - Present
Morgan Stanley January 1996 - April 1999
Skills
Golf, Apparel, Merchandising, Retail, Visual Merchandising, Fashion, Sports, Marketing Strategy, Social Media Marketing, Customer Service, Email Marketing, Sales Management, Marketing, Inventory Management, Sporting Goods, Sales, Footwear, Purchasing, Social Media, Management, Brand Development, Negotiation, Trade Shows
Education
Smith College
Bachelor of Arts (BA), Economics and International Relations
The George Washington University - School of Business
Master of Business Administration (MBA), International Business
Mieko Shibata's Morgan Stanley Experience February 2006 - December 2009
Job Managing Director at Depository Trust & Clearing Corp
Industry Financial Services
Experience
The Depository Trust & Clearing Corporation May 2014 - Present
J.P. Morgan January 2010 - May 2014
Morgan Stanley February 2006 - December 2009
Morgan Stanley January 1999 - January 2006
Morgan Stanley January 1996 - January 1999
Morgan Stanley January 1995 - January 1996
Morgan Stanley April 1989 - January 1995
Skills
Equities, Derivatives, Management, Fixed Income, SDLC, Investment Banking, IT Strategy, Trading Systems, Prime Brokerage, Project Management, Financial Services, Securities, Collateral Management, Hedge Funds, Capital Markets, Market Data, Equity Derivatives, Options, Electronic Trading
Education
Sophia University 1985 — 1989
The Depository Trust & Clearing Corporation May 2014 - Present
J.P. Morgan January 2010 - May 2014
Morgan Stanley February 2006 - December 2009
Morgan Stanley January 1999 - January 2006
Morgan Stanley January 1996 - January 1999
Morgan Stanley January 1995 - January 1996
Morgan Stanley April 1989 - January 1995
Skills
Equities, Derivatives, Management, Fixed Income, SDLC, Investment Banking, IT Strategy, Trading Systems, Prime Brokerage, Project Management, Financial Services, Securities, Collateral Management, Hedge Funds, Capital Markets, Market Data, Equity Derivatives, Options, Electronic Trading
Education
Sophia University 1985 — 1989
Jason Sherwin's Morgan Stanley Experience September 2006 - December 2007
Job Senior II Solutions Developer, Department of Radiology IT at NYU Langone Medical Center
Industry Hospital & Health Care
Experience
NYU Langone Medical Center January 2014 - Present
NYU Langone Medical Center June 2013 - January 2014
NYU Langone Medical Center June 2012 - May 2013
NYU Langone Medical Center September 2011 - June 2012
NYU Medical Center February 2010 - September 2011
NYU Medical Center September 2009 - February 2010
Skidmore College September 2008 - May 2009
Saratoga Investment Solutions Inc. July 2008 - August 2008
Australia and New Zealand Banking Group (ANZ) March 2008 - June 2008
Morgan Stanley September 2006 - December 2007
Skills
Data Analysis, Epic Systems, Cerner, SharePoint, Analysis, Leadership, Strategy, Healthcare Information..., Inpatient, Visio, Software Documentation, EHR, Finance, EMR, Healthcare, Budgets, Healthcare Management, Informatics
Education
New York University - Leonard N. Stern School of Business 2015 — 2018
Master of Business Administration (MBA) Candidate
Skidmore College 2005 — 2009
Bachelor of Science (B.S.), Business Administration and Management, General, 3.76
NYU Langone Medical Center January 2014 - Present
NYU Langone Medical Center June 2013 - January 2014
NYU Langone Medical Center June 2012 - May 2013
NYU Langone Medical Center September 2011 - June 2012
NYU Medical Center February 2010 - September 2011
NYU Medical Center September 2009 - February 2010
Skidmore College September 2008 - May 2009
Saratoga Investment Solutions Inc. July 2008 - August 2008
Australia and New Zealand Banking Group (ANZ) March 2008 - June 2008
Morgan Stanley September 2006 - December 2007
Skills
Data Analysis, Epic Systems, Cerner, SharePoint, Analysis, Leadership, Strategy, Healthcare Information..., Inpatient, Visio, Software Documentation, EHR, Finance, EMR, Healthcare, Budgets, Healthcare Management, Informatics
Education
New York University - Leonard N. Stern School of Business 2015 — 2018
Master of Business Administration (MBA) Candidate
Skidmore College 2005 — 2009
Bachelor of Science (B.S.), Business Administration and Management, General, 3.76
Sheena Dee Pauley CFP® CTFA's Morgan Stanley Experience October 1999 - July 2004
Job Vice President, Investment Advisor at PNC Wealth Management
Industry Investment Management
Experience
PNC Wealth Management February 2015 - Present
KeyBank October 2013 - February 2015
PNC Wealth Management February 2011 - October 2013
PNC Bank September 2010 - October 2013
PNC National City Bank July 2007 - September 2010
US Bank January 2006 - June 2007
Fifth Third Bank August 2004 - January 2006
Morgan Stanley October 1999 - July 2004
Paine Webber 1997 - 1999
Education
Weatherhead School of Management at Case Western Reserve University 2004 — 2007
MBA, Banking and Finance
Skidmore College 1984 — 1988
BA, Political Economy
Hathaway Brown School 1977 — 1984
College Prep
Prealpina Institut de Jeunne Filles 1981 — 1983
French, Literature
La Sagesse Convent School for Girls 1970 — 1977
PNC Wealth Management February 2015 - Present
KeyBank October 2013 - February 2015
PNC Wealth Management February 2011 - October 2013
PNC Bank September 2010 - October 2013
PNC National City Bank July 2007 - September 2010
US Bank January 2006 - June 2007
Fifth Third Bank August 2004 - January 2006
Morgan Stanley October 1999 - July 2004
Paine Webber 1997 - 1999
Education
Weatherhead School of Management at Case Western Reserve University 2004 — 2007
MBA, Banking and Finance
Skidmore College 1984 — 1988
BA, Political Economy
Hathaway Brown School 1977 — 1984
College Prep
Prealpina Institut de Jeunne Filles 1981 — 1983
French, Literature
La Sagesse Convent School for Girls 1970 — 1977
Justin Hansen's Morgan Stanley Experience August 2005 - June 2006
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs August 2012 - Present
Goldman Sachs September 2009 - July 2012
Goldman Sachs June 2006 - September 2009
Morgan Stanley August 2005 - June 2006
Skills
Financial Analysis, Financial Modeling, Risk Management, Finance, Fixed Income, Equities, Leadership, Investments, Valuation, Management, Sales, Relationship Management, PowerPoint, Presentation Skills, Microsoft Excel, Microsoft Word, Process Efficiency, Business Efficiency, Affinity Groups, Recruiting, Interviews, Hedge Funds, Corporate Finance, Investment Banking, Series 7, Process Improvement, Capital Markets, Private Equity, Banking
Education
University of Utah 2003 — 2005
Bachelor's Degree, International Business
Snow College 2001 — 2002
Associate's Degree, General Studies
Goldman Sachs August 2012 - Present
Goldman Sachs September 2009 - July 2012
Goldman Sachs June 2006 - September 2009
Morgan Stanley August 2005 - June 2006
Skills
Financial Analysis, Financial Modeling, Risk Management, Finance, Fixed Income, Equities, Leadership, Investments, Valuation, Management, Sales, Relationship Management, PowerPoint, Presentation Skills, Microsoft Excel, Microsoft Word, Process Efficiency, Business Efficiency, Affinity Groups, Recruiting, Interviews, Hedge Funds, Corporate Finance, Investment Banking, Series 7, Process Improvement, Capital Markets, Private Equity, Banking
Education
University of Utah 2003 — 2005
Bachelor's Degree, International Business
Snow College 2001 — 2002
Associate's Degree, General Studies
Serguei Razykov's Morgan Stanley Experience October 2009 - January 2012
Job Computer Systems Analyst/Developer
Industry Computer Software
Experience
G4S Technology June 2012 - Present
Morgan Stanley October 2009 - January 2012
TEKsystems August 2009 - October 2009
International Internet Advertision Services May 2006 - August 2009
Microsoft April 2008 - April 2009
Simon Fraser University 2003 - 2006
Skills
SQL, JavaScript, .NET, HTML, XML, Databases, C#, Java, Visual Studio, Microsoft SQL Server, ASP.NET, LINQ, Agile Methodologies, WCF, Linux, Scrum, Web Development, T-SQL, OOP, Web Services, IIS, Design Patterns, Software Development, ASP.NET MVC, XSLT
Education
110 1979 — 1981
Simon Fraser University
Master of Science (MSc), Information Technology
G4S Technology June 2012 - Present
Morgan Stanley October 2009 - January 2012
TEKsystems August 2009 - October 2009
International Internet Advertision Services May 2006 - August 2009
Microsoft April 2008 - April 2009
Simon Fraser University 2003 - 2006
Skills
SQL, JavaScript, .NET, HTML, XML, Databases, C#, Java, Visual Studio, Microsoft SQL Server, ASP.NET, LINQ, Agile Methodologies, WCF, Linux, Scrum, Web Development, T-SQL, OOP, Web Services, IIS, Design Patterns, Software Development, ASP.NET MVC, XSLT
Education
110 1979 — 1981
Simon Fraser University
Master of Science (MSc), Information Technology
Manuella De Barros's Morgan Stanley Experience October 2003 - May 2004
Job Vice President at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets April 2013 - Present
RBC Capital Markets April 2013 - Present
RBC Capital Markets April 2013 - Present
Banc of America Securities September 2008 - March 2013
UBS Investment Bank July 2004 - June 2008
Morgan Stanley October 2003 - May 2004
Skills
Fixed Income, Financial Modeling, Investment Banking, Derivatives, Series 7, Series 63, Bonds, Due Diligence, Banking, Finance, Project Finance, FINRA
Education
Skidmore College
RBC Capital Markets April 2013 - Present
RBC Capital Markets April 2013 - Present
RBC Capital Markets April 2013 - Present
Banc of America Securities September 2008 - March 2013
UBS Investment Bank July 2004 - June 2008
Morgan Stanley October 2003 - May 2004
Skills
Fixed Income, Financial Modeling, Investment Banking, Derivatives, Series 7, Series 63, Bonds, Due Diligence, Banking, Finance, Project Finance, FINRA
Education
Skidmore College
Jason Joffe, CFA, CFP's Morgan Stanley Experience September 2008 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2008 - Present
Morgan Stanley September 2000 - September 2008
Skills
Portfolio Management, Investment Banking, Investments, Due Diligence, Asset Allocation, Estate Planning, Securities, Entrepreneurship, Financial Risk, Series 63, Finance, Hedge Funds, Equity Research, Strategic Financial..., Financial Analysis, Series 7, Management, Fixed Income, Capital Markets, Financial Modeling, Investment Strategies, Asset Managment, Equities, Asset Management
Education
Riverdale Country School
Skidmore College
BA, Cum Laude
Morgan Stanley September 2008 - Present
Morgan Stanley September 2000 - September 2008
Skills
Portfolio Management, Investment Banking, Investments, Due Diligence, Asset Allocation, Estate Planning, Securities, Entrepreneurship, Financial Risk, Series 63, Finance, Hedge Funds, Equity Research, Strategic Financial..., Financial Analysis, Series 7, Management, Fixed Income, Capital Markets, Financial Modeling, Investment Strategies, Asset Managment, Equities, Asset Management
Education
Riverdale Country School
Skidmore College
BA, Cum Laude
Margarita Figueroa's Morgan Stanley Experience 1986 - 2006
Job VP Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2011 - Present
Wells Fargo Advisors October 2006 - July 2011
Morgan Stanley 1986 - 2006
Skills
Investments, Series 7, Portfolio Management, Series 63, Retirement Planning, Wealth Management, Strategic Financial..., Credit, Financial Analysis, Estate Planning, Banking, Bonds, Securities, Financial Services, Insurance, Financial Risk, Fixed Income, FINRA, Investment Banking
Education
Smith College 1982 — 1986
BA, Psychology/education
Merrill Lynch July 2011 - Present
Wells Fargo Advisors October 2006 - July 2011
Morgan Stanley 1986 - 2006
Skills
Investments, Series 7, Portfolio Management, Series 63, Retirement Planning, Wealth Management, Strategic Financial..., Credit, Financial Analysis, Estate Planning, Banking, Bonds, Securities, Financial Services, Insurance, Financial Risk, Fixed Income, FINRA, Investment Banking
Education
Smith College 1982 — 1986
BA, Psychology/education
Sara Manchester's Morgan Stanley Experience 2006 - 2010
Job Human Resources Coordinator at Ocean State Job Lot
Industry Human Resources
Experience
Ocean State Job Lot September 2014 - Present
Memorial Hospital of RI July 2014 - September 2014
University of Rhode Island August 2013 - May 2014
Morgan Stanley 2006 - 2010
ANN INC. 2001 - 2006
Goldman Sachs 2000 - 2001
Fleet Private Clients Group 1997 - 1999
Skills
Customer Service, Compliance, Investments, Client Service, Customer Relations, Budgeting, Banking, Administration, Settlements, Microsoft Office, Problem Solving, Retail, Operations Management, Securities, Process Improvement, Payments, Coaching, SLA, Documentation, Performance Management, Research, Recruiting, Training, Employee Relations, Staff Development, Sales, Visual Merchandising, Loss Prevention, Payroll, Networking, Marketing, Creative Writing, Writing, Settlement, Strategic Hiring, Talent Management, Report Writing, Hiring, Merchandising, Strategy, Team Leadership, Employee Training, Social Networking, Team Building
Education
University of Rhode Island 2012 — 2014
Master of Science (M.S.)
Smith College 1993 — 1997
Bachelor of Arts (B.A.)
Moses Brown School 1989 — 1993
Ocean State Job Lot September 2014 - Present
Memorial Hospital of RI July 2014 - September 2014
University of Rhode Island August 2013 - May 2014
Morgan Stanley 2006 - 2010
ANN INC. 2001 - 2006
Goldman Sachs 2000 - 2001
Fleet Private Clients Group 1997 - 1999
Skills
Customer Service, Compliance, Investments, Client Service, Customer Relations, Budgeting, Banking, Administration, Settlements, Microsoft Office, Problem Solving, Retail, Operations Management, Securities, Process Improvement, Payments, Coaching, SLA, Documentation, Performance Management, Research, Recruiting, Training, Employee Relations, Staff Development, Sales, Visual Merchandising, Loss Prevention, Payroll, Networking, Marketing, Creative Writing, Writing, Settlement, Strategic Hiring, Talent Management, Report Writing, Hiring, Merchandising, Strategy, Team Leadership, Employee Training, Social Networking, Team Building
Education
University of Rhode Island 2012 — 2014
Master of Science (M.S.)
Smith College 1993 — 1997
Bachelor of Arts (B.A.)
Moses Brown School 1989 — 1993
Christine Egan's Morgan Stanley Experience 1999 - 2003
Job Business Development Manager at Kaufman Rossin Fund Services
Industry Financial Services
Experience
Kaufman Rossin Fund Services July 2006 - Present
Kaufman Rossin Fund Services August 2006 - September 2009
HSBC 2002 - 2006
Morgan Stanley 1999 - 2003
Morgan Stanley Prime Brokerage 1999 - 2002
Education
Simmons College 1986 — 1990
Bachelor of Arts, Accounting Major
Kaufman Rossin Fund Services July 2006 - Present
Kaufman Rossin Fund Services August 2006 - September 2009
HSBC 2002 - 2006
Morgan Stanley 1999 - 2003
Morgan Stanley Prime Brokerage 1999 - 2002
Education
Simmons College 1986 — 1990
Bachelor of Arts, Accounting Major
Jennifer Gomez's Morgan Stanley Experience 1991 - 1995
Job Executive Search Consultant
Industry Staffing and Recruiting
Experience
Stiles Associates September 2012 - Present
OppenheimerFunds May 2011 - October 2012
David Barrett Partners October 2009 - October 2010
HBK Capital Management 2007 - 2009
Heidrick & Struggles January 2006 - August 2007
Heidrick & Struggles August 1999 - August 2007
Alex. Brown & Sons January 1995 - September 1997
Morgan Stanley 1991 - 1995
Federal Reserve Bank of New York June 1990 - 1991
Skills
Hedge Funds, Equity Research, Executive Search, Recruiting, Talent Acquisition, Investment Banking, Talent Management, Financial Services, Performance Management, Finance, Mergers & Acquisitions, Leadership, Private Equity, Relationship Management
Education
Smith College
BA, Economics
Stiles Associates September 2012 - Present
OppenheimerFunds May 2011 - October 2012
David Barrett Partners October 2009 - October 2010
HBK Capital Management 2007 - 2009
Heidrick & Struggles January 2006 - August 2007
Heidrick & Struggles August 1999 - August 2007
Alex. Brown & Sons January 1995 - September 1997
Morgan Stanley 1991 - 1995
Federal Reserve Bank of New York June 1990 - 1991
Skills
Hedge Funds, Equity Research, Executive Search, Recruiting, Talent Acquisition, Investment Banking, Talent Management, Financial Services, Performance Management, Finance, Mergers & Acquisitions, Leadership, Private Equity, Relationship Management
Education
Smith College
BA, Economics
Elizabeth Thauer's Morgan Stanley Experience 1998 - 2003
Job REALTOR ASSOCIATE at TARVIN REALTORS
Industry Real Estate
Experience
TARVIN REALTORS December 2011 - Present
Ridge HSA Inc. (Ridge Elementary School HSA) June 2011 - June 2012
Morgan Stanley 1998 - 2003
Prudential Douglas Elliman 1997 - 1998
Hines 1991 - 1997
Skills
Real Estate, Real Estate Development, Investment Properties, Construction, Project Planning, Leases, Negotiation, Strategic Planning, Team Building, Corporate Real Estate, Real Estate Negotiating, Real Estate Marketing, Real Estate Staging, Townhomes, Relocation, Condos, Referrals, First Time Home Buyers, Buyer Representation, Listings, Real Estate Transactions, Luxury, Single Family Homes, Sellers, Selling, Residential Homes, Sales
Education
Smith College 1987 — 1991
Bachelor of Arts, Political Science, Economics
TARVIN REALTORS December 2011 - Present
Ridge HSA Inc. (Ridge Elementary School HSA) June 2011 - June 2012
Morgan Stanley 1998 - 2003
Prudential Douglas Elliman 1997 - 1998
Hines 1991 - 1997
Skills
Real Estate, Real Estate Development, Investment Properties, Construction, Project Planning, Leases, Negotiation, Strategic Planning, Team Building, Corporate Real Estate, Real Estate Negotiating, Real Estate Marketing, Real Estate Staging, Townhomes, Relocation, Condos, Referrals, First Time Home Buyers, Buyer Representation, Listings, Real Estate Transactions, Luxury, Single Family Homes, Sellers, Selling, Residential Homes, Sales
Education
Smith College 1987 — 1991
Bachelor of Arts, Political Science, Economics
Hunter Thayer's Morgan Stanley Experience May 2010 - August 2010
Job Strategy at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2014 - Present
Jefferies LLC October 2011 - June 2014
Citi June 2011 - September 2011
Morgan Stanley May 2010 - August 2010
Skills
Equities, Bloomberg, Financial Modeling, Financial Analysis, Investment Banking
Education
Skidmore College 2007 — 2011
B.S., Economics, Business
Charles Schwab August 2014 - Present
Jefferies LLC October 2011 - June 2014
Citi June 2011 - September 2011
Morgan Stanley May 2010 - August 2010
Skills
Equities, Bloomberg, Financial Modeling, Financial Analysis, Investment Banking
Education
Skidmore College 2007 — 2011
B.S., Economics, Business
Kate Freedman's Morgan Stanley Experience March 2011 - June 2012
Job Sr. Treasury Analyst at Lennar Corporation
Industry Real Estate
Experience
Lennar June 2015 - Present
Redwood Trust, Inc June 2012 - June 2015
Morgan Stanley March 2011 - June 2012
Morgan Stanley October 2010 - March 2011
Morgan Stanley March 2010 - October 2010
Skills
Financial Modeling, Financial Analysis, Leadership, Investments, Fixed Income, Financial Reporting, Teamwork, Valuation, Finance, Capital Markets, Equities, Bloomberg, Microsoft Excel, Partnerships, Analysis, Credit Analysis
Education
Sonoma State University 2005 — 2010
Bachelor's Degree, Finance, General - Graduated with distinction
Lennar June 2015 - Present
Redwood Trust, Inc June 2012 - June 2015
Morgan Stanley March 2011 - June 2012
Morgan Stanley October 2010 - March 2011
Morgan Stanley March 2010 - October 2010
Skills
Financial Modeling, Financial Analysis, Leadership, Investments, Fixed Income, Financial Reporting, Teamwork, Valuation, Finance, Capital Markets, Equities, Bloomberg, Microsoft Excel, Partnerships, Analysis, Credit Analysis
Education
Sonoma State University 2005 — 2010
Bachelor's Degree, Finance, General - Graduated with distinction
Mike Torregrossa's Morgan Stanley Experience March 2009 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2009 - Present
Morgan Stanley January 2008 - March 2009
Education
Siena College 1990 — 1994
Bachelor of Science, Biology
Morgan Stanley March 2009 - Present
Morgan Stanley January 2008 - March 2009
Education
Siena College 1990 — 1994
Bachelor of Science, Biology
Monika Endrizzi's Morgan Stanley Experience July 2014 - Present
Job Senior Registered Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2014 - Present
Wedbush Securities October 2011 - July 2014
Wedbush Securities September 2009 - October 2011
GBS Financial Corporation July 2008 - August 2009
Skills
Outlook, PowerPoint, Payroll, Microsoft Excel, Financial Analysis, Business Development, Accounting, Series 7, Microsoft Word, Access, Event Planning, Data Entry, Microsoft Office, Organization, Sense Of Urgency, Multitasking Skills, Customer Service, Social Networking, Social Media, Financial Statement..., Sales, Marketing, Data Analysis, Budgets, Strategic Planning, Analysis, Management, Finance, Time Management, Leadership, Teamwork, Business Strategy, Strategy, Regulatory Affairs, Securities Regulation, Business Analysis, Big Data, Order Management, Project Management, Financial Modeling, Due Diligence, Risk Management, Trade Compliance
Education
Sonoma State University 2005 — 2009
Bachelor of Science (BS), Business Administration and Accounting
Sonoma State University School of Business and Economics 2005 — 2009
Bachelor of Science (B.S.), Business Administration and Management
Morgan Stanley July 2014 - Present
Wedbush Securities October 2011 - July 2014
Wedbush Securities September 2009 - October 2011
GBS Financial Corporation July 2008 - August 2009
Skills
Outlook, PowerPoint, Payroll, Microsoft Excel, Financial Analysis, Business Development, Accounting, Series 7, Microsoft Word, Access, Event Planning, Data Entry, Microsoft Office, Organization, Sense Of Urgency, Multitasking Skills, Customer Service, Social Networking, Social Media, Financial Statement..., Sales, Marketing, Data Analysis, Budgets, Strategic Planning, Analysis, Management, Finance, Time Management, Leadership, Teamwork, Business Strategy, Strategy, Regulatory Affairs, Securities Regulation, Business Analysis, Big Data, Order Management, Project Management, Financial Modeling, Due Diligence, Risk Management, Trade Compliance
Education
Sonoma State University 2005 — 2009
Bachelor of Science (BS), Business Administration and Accounting
Sonoma State University School of Business and Economics 2005 — 2009
Bachelor of Science (B.S.), Business Administration and Management
Megan Krasney's Morgan Stanley Experience December 2011 - April 2012
Job Financial Services Professional
Industry Financial Services
Experience
Columbia University Alumni Association January 2014 - July 2014
Morgan Stanley December 2011 - April 2012
Strategic Asset Services March 2011 - July 2011
Goldman Sachs September 2010 - November 2010
Morgan Stanley January 2001 - October 2003
Gateway July 1997 - November 1998
Smith Barney January 1992 - June 1997
Asahi Evening News November 1984 - July 1987
Skills
Financial Analysis, Securities, Hedge Funds, Series 7, Social Media, Capital Markets, Derivatives, Business Analysis, Portfolio Management, Fund Of Funds, Customer Service
Education
University of South Carolina-Columbia 1988 — 1991
Master of International Business Study
Smith College 1980 — 1984
Bachelor's Degree, Political Science and Government
Columbia University Alumni Association January 2014 - July 2014
Morgan Stanley December 2011 - April 2012
Strategic Asset Services March 2011 - July 2011
Goldman Sachs September 2010 - November 2010
Morgan Stanley January 2001 - October 2003
Gateway July 1997 - November 1998
Smith Barney January 1992 - June 1997
Asahi Evening News November 1984 - July 1987
Skills
Financial Analysis, Securities, Hedge Funds, Series 7, Social Media, Capital Markets, Derivatives, Business Analysis, Portfolio Management, Fund Of Funds, Customer Service
Education
University of South Carolina-Columbia 1988 — 1991
Master of International Business Study
Smith College 1980 — 1984
Bachelor's Degree, Political Science and Government
Maria Felch's Morgan Stanley Experience 2002 - 2003
Job Business Consultant
Industry Nonprofit Organization Management
Experience
Park City Community Foundation October 2013 - September 2014
Self-employed January 2011 - August 2012
OppenheimerFunds April 2008 - May 2010
OppenheimerFunds January 2007 - April 2008
OppenheimerFunds September 2005 - December 2006
Morgan Stanley 2002 - 2003
Morgan Stanley 2000 - 2001
Morgan Stanley 1998 - 1999
Skills
Portfolio Management, Mutual Funds, Series 7, Separately Managed..., Investment Strategies, Product Management, Fixed Income, Alternative Investments, Securities, Management, Asset Allocation, Asset Management, Equities, Financial Services, Grant Writing, Proposal Writing, Nonprofit Accounting, Non-profit Development, Non-profit Program..., Marketing Communications
Education
Case Western Reserve University - Weatherhead School of Management 2003 — 2005
MBA, Finance, Strategy
Smith College
B.A., Spanish & Portuguese, Latin American Studies
Park City Community Foundation October 2013 - September 2014
Self-employed January 2011 - August 2012
OppenheimerFunds April 2008 - May 2010
OppenheimerFunds January 2007 - April 2008
OppenheimerFunds September 2005 - December 2006
Morgan Stanley 2002 - 2003
Morgan Stanley 2000 - 2001
Morgan Stanley 1998 - 1999
Skills
Portfolio Management, Mutual Funds, Series 7, Separately Managed..., Investment Strategies, Product Management, Fixed Income, Alternative Investments, Securities, Management, Asset Allocation, Asset Management, Equities, Financial Services, Grant Writing, Proposal Writing, Nonprofit Accounting, Non-profit Development, Non-profit Program..., Marketing Communications
Education
Case Western Reserve University - Weatherhead School of Management 2003 — 2005
MBA, Finance, Strategy
Smith College
B.A., Spanish & Portuguese, Latin American Studies
Ryan Duggan's Morgan Stanley Experience March 2012 - July 2013
Job Interest Rate Swaps at ICAP
Industry Financial Services
Experience
ICAP July 2013 - Present
Morgan Stanley March 2012 - July 2013
D.E Shaw & Co. June 2011 - January 2012
ICAP North America June 2009 - August 2009
Skills
Series 7, Bloomberg, Fixed Income, Equities, Finance, Hedge Funds, Trading
Education
Siena College 2006 — 2010
B.S, Finance
ICAP July 2013 - Present
Morgan Stanley March 2012 - July 2013
D.E Shaw & Co. June 2011 - January 2012
ICAP North America June 2009 - August 2009
Skills
Series 7, Bloomberg, Fixed Income, Equities, Finance, Hedge Funds, Trading
Education
Siena College 2006 — 2010
B.S, Finance
Vassil Nikolov's Morgan Stanley Experience February 2002 - Present
Job Software engineer at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2002 - Present
Education
Sofia University St. Kliment Ohridski 1985 — 1992
M.Sc., Mathematics and Computer Science
First English Language School, Sofia 1978 — 1983
Morgan Stanley February 2002 - Present
Education
Sofia University St. Kliment Ohridski 1985 — 1992
M.Sc., Mathematics and Computer Science
First English Language School, Sofia 1978 — 1983
Lisa Cherkas's Morgan Stanley Experience June 2011 - Present
Job Legal Counsel
Industry Oil & Energy
Experience
Morgan Stanley June 2011 - Present
Powerex Corp May 2000 - July 2010
BC Hydro May 1996 - May 2000
Skills
Commodity Markets, Energy, Natural Gas, Derivatives, Commodity, Trading, Electricity Markets, Renewable Energy, Risk Management, Energy Markets, Due Diligence, Hedging, Project Finance, Commercial Litigation
Education
The University of British Columbia 1993 — 1996
LLB, Law
Simon Fraser University 1988 — 1993
Bachelor of Arts (BA, Criminology
Morgan Stanley June 2011 - Present
Powerex Corp May 2000 - July 2010
BC Hydro May 1996 - May 2000
Skills
Commodity Markets, Energy, Natural Gas, Derivatives, Commodity, Trading, Electricity Markets, Renewable Energy, Risk Management, Energy Markets, Due Diligence, Hedging, Project Finance, Commercial Litigation
Education
The University of British Columbia 1993 — 1996
LLB, Law
Simon Fraser University 1988 — 1993
Bachelor of Arts (BA, Criminology
Ayano HARA's Morgan Stanley Experience April 2002 - Present
Job Vice President at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley April 2002 - Present
Education
Sophia University 1997 — 2002
University of Massachusetts, Amherst 2000 — 2001
Morgan Stanley April 2002 - Present
Education
Sophia University 1997 — 2002
University of Massachusetts, Amherst 2000 — 2001
Ellen Hannah's Morgan Stanley Experience 1980 - 1988
Job Education Management Professional
Industry Education Management
Experience
Thompson Group 2003 - Present
Central Philadelphia Development Corporation 2002 - 2006
Hampton Day School 1996 - 2002
Morgan Stanley 1980 - 1988
Skills
Investments, Strategic Planning, Leadership Development, Public Speaking, Higher Education, Teaching, Staff Development, Team Building, Program Development, Leadership, Analysis, Curriculum Design, Curriculum Development, Grant Writing, Nonprofits
Education
Wharton Business School 1980 — 1982
Master of Business Administration (MBA), Finance
Smith College 1974 — 1978
Bachelor of Arts (B.A.), Economics
Thompson Group 2003 - Present
Central Philadelphia Development Corporation 2002 - 2006
Hampton Day School 1996 - 2002
Morgan Stanley 1980 - 1988
Skills
Investments, Strategic Planning, Leadership Development, Public Speaking, Higher Education, Teaching, Staff Development, Team Building, Program Development, Leadership, Analysis, Curriculum Design, Curriculum Development, Grant Writing, Nonprofits
Education
Wharton Business School 1980 — 1982
Master of Business Administration (MBA), Finance
Smith College 1974 — 1978
Bachelor of Arts (B.A.), Economics
Colleen Conroy's Morgan Stanley Experience May 2014 - Present
Job HR Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2014 - Present
UBS August 2011 - April 2014
UBS June 2008 - July 2011
Blue Man Productions October 2007 - May 2008
Education
The Royal Central School of Speech and Drama 1998 — 2001
Bachelor of Arts (BA), Acting
Smith College
Morgan Stanley May 2014 - Present
UBS August 2011 - April 2014
UBS June 2008 - July 2011
Blue Man Productions October 2007 - May 2008
Education
The Royal Central School of Speech and Drama 1998 — 2001
Bachelor of Arts (BA), Acting
Smith College
Dennis Yeung's Morgan Stanley Experience May 2011 - March 2013
Job Information Technology Professional
Industry Information Technology and Services
Experience
Morgan Stanley May 2011 - March 2013
Fujitsu Hong Kong Limited February 2007 - April 2011
Primetech Technology Limited August 2006 - February 2007
Education
Simon Fraser University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Computer Science and Business Adminstration Joint Major
Morgan Stanley May 2011 - March 2013
Fujitsu Hong Kong Limited February 2007 - April 2011
Primetech Technology Limited August 2006 - February 2007
Education
Simon Fraser University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Computer Science and Business Adminstration Joint Major
Paula Mukwaya's Morgan Stanley Experience March 2015 - May 2015
Job Policy Analyst
Industry Public Policy
Experience
CUNY Institute for State & Local Governance August 2015 - Present
Morgan Stanley March 2015 - May 2015
Vera Institute of Justice January 2014 - March 2015
Vera Institute of Justice August 2010 - January 2014
New York City Civic Corps 2009 - 2010
Common Cents January 2009 - June 2009
Great Forest July 2008 - September 2008
Skills
Policy Analysis, Policy Research, Community Outreach, Youth Development, Community Engagement, Qualitative Research
Education
Smith College 2004 — 2008
Bachelor of Arts (BA), Economics
CUNY Institute for State & Local Governance August 2015 - Present
Morgan Stanley March 2015 - May 2015
Vera Institute of Justice January 2014 - March 2015
Vera Institute of Justice August 2010 - January 2014
New York City Civic Corps 2009 - 2010
Common Cents January 2009 - June 2009
Great Forest July 2008 - September 2008
Skills
Policy Analysis, Policy Research, Community Outreach, Youth Development, Community Engagement, Qualitative Research
Education
Smith College 2004 — 2008
Bachelor of Arts (BA), Economics
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS