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
Chris Jaffe Chris Jaffe's Morgan Stanley Experience June 2013 - August 2013
Job Student at Vanderbilt University
Industry
Experience
Treliant Risk Advisors May 2014 - August 2014
Zolio Inc April 2014 - May 2014
Tell-tale Capital Corp. September 2013 - December 2013
Morgan Stanley June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Data Analysis, Economics, Financial Analysis, Leadership
Education
Vanderbilt University 2012 — 2015
Southern Methodist University 2011 — 2012
Treliant Risk Advisors May 2014 - August 2014
Zolio Inc April 2014 - May 2014
Tell-tale Capital Corp. September 2013 - December 2013
Morgan Stanley June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Data Analysis, Economics, Financial Analysis, Leadership
Education
Vanderbilt University 2012 — 2015
Southern Methodist University 2011 — 2012
Fran Michl Fran Michl's Morgan Stanley Experience October 1987 - January 2008
Job Managing Director at Gurtin Fixed Income Management, LLC
Industry Investment Management
Experience
Gurtin Fixed Income Management, LLC February 2008 - Present
Gurtin Fixed Income Management, LLC February 2008 - Present
Morgan Stanley October 1987 - January 2008
Skills
Bonds, Investments, Securities, Fixed Income, Series 7, Capital Markets, Portfolio Management, Asset Management, Bloomberg, Equities, Series 63, Mutual Funds, Asset Allocation, Trading, Investment Management, Wealth Management, Alternative Investments, Hedge Funds, Financial Analysis, Investment Banking, Finance, Management, Derivatives, Investment Advisory
Education
Southern Illinois University, Carbondale 1983 — 1987
BS, Finance
geneva high school 1979 — 1983
Gurtin Fixed Income Management, LLC February 2008 - Present
Gurtin Fixed Income Management, LLC February 2008 - Present
Morgan Stanley October 1987 - January 2008
Skills
Bonds, Investments, Securities, Fixed Income, Series 7, Capital Markets, Portfolio Management, Asset Management, Bloomberg, Equities, Series 63, Mutual Funds, Asset Allocation, Trading, Investment Management, Wealth Management, Alternative Investments, Hedge Funds, Financial Analysis, Investment Banking, Finance, Management, Derivatives, Investment Advisory
Education
Southern Illinois University, Carbondale 1983 — 1987
BS, Finance
geneva high school 1979 — 1983
cord robbins cord robbins's Morgan Stanley Experience June 1999 - December 2002
Job Entrepreneur at ThinAir
Industry Financial Services
Experience
ThinAir February 2014 - Present
First Citizens Bank June 2012 - Present
U.S. Bank October 2010 - June 2012
Cordeno Systems LLC October 2008 - October 2010
Zions Bank December 2005 - December 2008
M&T Bank June 2004 - December 2005
Morgan Stanley June 1999 - December 2002
Skills
commercial banking..., Lines Of Credit, Commercial Lending, Loans, Banking, Small Business Lending, Commercial Banking, Financial Analysis, Credit, wealth management, investment management
Education
University of Rochester 2002 — 2004
Master of Business Administration (MBA), Accounting and Finance
Southern Utah University
Bachelor of Business Administration (BBA), Marketing
ThinAir February 2014 - Present
First Citizens Bank June 2012 - Present
U.S. Bank October 2010 - June 2012
Cordeno Systems LLC October 2008 - October 2010
Zions Bank December 2005 - December 2008
M&T Bank June 2004 - December 2005
Morgan Stanley June 1999 - December 2002
Skills
commercial banking..., Lines Of Credit, Commercial Lending, Loans, Banking, Small Business Lending, Commercial Banking, Financial Analysis, Credit, wealth management, investment management
Education
University of Rochester 2002 — 2004
Master of Business Administration (MBA), Accounting and Finance
Southern Utah University
Bachelor of Business Administration (BBA), Marketing
Derek Buchanan Derek Buchanan's Morgan Stanley Experience June 2008 - February 2010
Job Founder at Austin Design Studios
Industry Marketing and Advertising
Experience
Austin Design Studios May 2014 - Present
MightyBark July 2012 - Present
Fiberio Technology Corporation June 2010 - August 2013
Morgan Stanley June 2008 - February 2010
Skills
Start-ups, Business Strategy, New Business Development, Cross-functional Team..., Product Development, Strategic Planning, Product Management, Product Marketing, Management, Financial Analysis, Forecasting, Business Development, Competitive Analysis, Process Improvement, Business Planning, Analysis, Entrepreneurship, Marketing Strategy, Strategic Partnerships, Manufacturing, Social Media Marketing, Digital Marketing, Customer Experience, Customer Acquisition, Organizational..., Agile Project Management, Agile Web Development
Education
Southern Methodist University 2002 — 2006
BA, Finance
Austin Design Studios May 2014 - Present
MightyBark July 2012 - Present
Fiberio Technology Corporation June 2010 - August 2013
Morgan Stanley June 2008 - February 2010
Skills
Start-ups, Business Strategy, New Business Development, Cross-functional Team..., Product Development, Strategic Planning, Product Management, Product Marketing, Management, Financial Analysis, Forecasting, Business Development, Competitive Analysis, Process Improvement, Business Planning, Analysis, Entrepreneurship, Marketing Strategy, Strategic Partnerships, Manufacturing, Social Media Marketing, Digital Marketing, Customer Experience, Customer Acquisition, Organizational..., Agile Project Management, Agile Web Development
Education
Southern Methodist University 2002 — 2006
BA, Finance
Jody Baum Jody Baum's Morgan Stanley Experience 1999 - 2005
Job Show Manager at Tower Show Productions, Inc.
Industry Events Services
Experience
Tower Show Productions, Inc. 2005 - Present
Morgan Stanley 1999 - 2005
Architectural Woodworking & Design 1998 - 1999
Skills
Trade Shows, Sales, Event Management, Event Planning, Marketing
Education
Southern Illinois University, Carbondale 1993 — 1997
Bachelor's degree, Marketing/Communications/Business/Liberal Arts
Tower Show Productions, Inc. 2005 - Present
Morgan Stanley 1999 - 2005
Architectural Woodworking & Design 1998 - 1999
Skills
Trade Shows, Sales, Event Management, Event Planning, Marketing
Education
Southern Illinois University, Carbondale 1993 — 1997
Bachelor's degree, Marketing/Communications/Business/Liberal Arts
Anis Khwaja Anis Khwaja's Morgan Stanley Experience October 2001 - January 2009
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs December 2012 - Present
Thomson Reuters January 2010 - December 2012
Morgan Stanley October 2001 - January 2009
Quixi 2000 - 2000
Certco 1997 - 2000
Netsurfer 1997 - 1997
Imnet Inc 1996 - 1997
Attachemate Corporation 1990 - 1995
SoftNet Solutions 1989 - 1991
Skills
Equities, Market Data, Business Analysis, Reference Data, Management, Fixed Income, Investment Banking, Capital Markets, Financial Markets, Mobile Applications, SDLC, .NET, Agile Project Management, C#, Enterprise Architecture, Software Development, Testing, Agile Methodologies, IT Strategy, Mobile Devices, Cloud Computing, Financial Services, Credit Derivatives, Software Project...
Education
Southern Polytechnic State University
University of Tennessee-Knoxville
Goldman Sachs December 2012 - Present
Thomson Reuters January 2010 - December 2012
Morgan Stanley October 2001 - January 2009
Quixi 2000 - 2000
Certco 1997 - 2000
Netsurfer 1997 - 1997
Imnet Inc 1996 - 1997
Attachemate Corporation 1990 - 1995
SoftNet Solutions 1989 - 1991
Skills
Equities, Market Data, Business Analysis, Reference Data, Management, Fixed Income, Investment Banking, Capital Markets, Financial Markets, Mobile Applications, SDLC, .NET, Agile Project Management, C#, Enterprise Architecture, Software Development, Testing, Agile Methodologies, IT Strategy, Mobile Devices, Cloud Computing, Financial Services, Credit Derivatives, Software Project...
Education
Southern Polytechnic State University
University of Tennessee-Knoxville
Larry Mallari Larry Mallari's Morgan Stanley Experience July 2002 - August 2003
Job Branch Manager at KeyBank
Industry Banking
Experience
KeyBank August 2012 - Present
KeyBank March 2008 - August 2012
Outback Steakhouse September 1999 - February 2008
Wells Fargo Bank May 1998 - August 2006
Morgan Stanley July 2002 - August 2003
Skills
Financial Advisory, Loan Origination, Real Estate Financing, Retail Banking, Customer Service, Relationship Management, Investment Strategies
Education
University of Nevada-Las Vegas 1996 — 2002
Economics
South Seattle College 2012 — 2012
Communication, General
University of Nevada 1996 — 2002
KeyBank August 2012 - Present
KeyBank March 2008 - August 2012
Outback Steakhouse September 1999 - February 2008
Wells Fargo Bank May 1998 - August 2006
Morgan Stanley July 2002 - August 2003
Skills
Financial Advisory, Loan Origination, Real Estate Financing, Retail Banking, Customer Service, Relationship Management, Investment Strategies
Education
University of Nevada-Las Vegas 1996 — 2002
Economics
South Seattle College 2012 — 2012
Communication, General
University of Nevada 1996 — 2002
James DeLeon James DeLeon's Morgan Stanley Experience September 2009 - November 2012
Job Client Relationship Manager at Serengeti Law
Industry Legal Services
Experience
Virtus Partners, LLC November 2012 - August 2014
Morgan Stanley September 2009 - November 2012
JPMorgan Chase Bank, N.A. September 2002 - May 2009
Skills
Settlement, Loans, Syndications, Capital Markets, Loan Servicing, Secured Transactions, Bankruptcy, Commercial Lending, Operations Management, Strategic Planning, Process Improvement, Loan Origination, Structured Finance, Fixed Income, Banking, Investment Banking, Management, Risk Management
Education
South Texas College of Law 2005 — 2009
Juris Doctor, Law
The University of Texas at Austin - Red McCombs School of Business 1997 — 2001
BBA, Finance
Virtus Partners, LLC November 2012 - August 2014
Morgan Stanley September 2009 - November 2012
JPMorgan Chase Bank, N.A. September 2002 - May 2009
Skills
Settlement, Loans, Syndications, Capital Markets, Loan Servicing, Secured Transactions, Bankruptcy, Commercial Lending, Operations Management, Strategic Planning, Process Improvement, Loan Origination, Structured Finance, Fixed Income, Banking, Investment Banking, Management, Risk Management
Education
South Texas College of Law 2005 — 2009
Juris Doctor, Law
The University of Texas at Austin - Red McCombs School of Business 1997 — 2001
BBA, Finance
James Alame's Morgan Stanley Experience January 2011 - June 2013
Job CEO at NADAmobile
Industry Venture Capital & Private Equity
Experience
NADAmobile 2015 - Present
Aristos Ventures 2015 - May 2015
SMU Cox School of Business August 2013 - May 2015
Morgan Stanley January 2011 - June 2013
Skills
Portfolio Management, Financial Analysis, Commercial Real Estate, Underwriting, Alternative Investments, Financial Services, Fixed Income, Equities, Capital Markets, Wealth Management, Financial Modeling, Asset Allocation, Investment Advisory, Financial Advisory, Strategy, Management, Private Equity, Venture Capital, Investment Valuation
Education
Southern Methodist University 2013 — 2015
Master of Business Administration (MBA), Finance & Strategy
University of Arkansas 2005 — 2009
Bachelor of Business Administration (BBA), Finance
NADAmobile 2015 - Present
Aristos Ventures 2015 - May 2015
SMU Cox School of Business August 2013 - May 2015
Morgan Stanley January 2011 - June 2013
Skills
Portfolio Management, Financial Analysis, Commercial Real Estate, Underwriting, Alternative Investments, Financial Services, Fixed Income, Equities, Capital Markets, Wealth Management, Financial Modeling, Asset Allocation, Investment Advisory, Financial Advisory, Strategy, Management, Private Equity, Venture Capital, Investment Valuation
Education
Southern Methodist University 2013 — 2015
Master of Business Administration (MBA), Finance & Strategy
University of Arkansas 2005 — 2009
Bachelor of Business Administration (BBA), Finance
Anthony DelMastro Anthony DelMastro's Morgan Stanley Experience April 2011 - August 2012
Job Senior Tax Accountant at MGM Resorts International
Industry Accounting
Experience
MGM Resorts International March 2014 - Present
BlumShapiro January 2008 - February 2014
Morgan Stanley April 2011 - August 2012
United States Marine Corps December 2003 - January 2012
Skills
Tax, Accounting, Corporate Tax, Tax Preparation, Income Tax, Financial Reporting, Tax Accounting, Tax Returns, Financial Accounting, Auditing, QuickBooks, General Ledger, Account Reconciliation, GAAP, Tax Research, Leadership
Education
Southern Connecticut State University 2006 — 2011
Bachelor of Science (BS), Accounting, Criminal Justice, Sociology
The University of Connecticut 2004 — 2006
MGM Resorts International March 2014 - Present
BlumShapiro January 2008 - February 2014
Morgan Stanley April 2011 - August 2012
United States Marine Corps December 2003 - January 2012
Skills
Tax, Accounting, Corporate Tax, Tax Preparation, Income Tax, Financial Reporting, Tax Accounting, Tax Returns, Financial Accounting, Auditing, QuickBooks, General Ledger, Account Reconciliation, GAAP, Tax Research, Leadership
Education
Southern Connecticut State University 2006 — 2011
Bachelor of Science (BS), Accounting, Criminal Justice, Sociology
The University of Connecticut 2004 — 2006
Bob Borowczak Bob Borowczak's Morgan Stanley Experience January 2004 - January 2009
Job Investment Consultant at Northern Trust Securities, Inc.
Industry Investment Management
Experience
Northern Trust May 2011 - Present
Allegiant Wealth Management 2010 - 2011
TEMAA Financial January 2009 - 2010
Morgan Stanley January 2004 - January 2009
Skills
Series 7, Wealth Management, Investments, Asset Allocation, Retirement Planning, Asset Managment, Investment Advisory, Strategic Financial..., Mutual Funds, Alternative Investments, Investment Strategies, Portfolio Management, Series 63, Equities, Retirement
Education
Southern Methodist University 2006 — 2008
Financial Planning
US Coast Guard Academy 1994 — 1998
BS, Management
Northern Trust May 2011 - Present
Allegiant Wealth Management 2010 - 2011
TEMAA Financial January 2009 - 2010
Morgan Stanley January 2004 - January 2009
Skills
Series 7, Wealth Management, Investments, Asset Allocation, Retirement Planning, Asset Managment, Investment Advisory, Strategic Financial..., Mutual Funds, Alternative Investments, Investment Strategies, Portfolio Management, Series 63, Equities, Retirement
Education
Southern Methodist University 2006 — 2008
Financial Planning
US Coast Guard Academy 1994 — 1998
BS, Management
R. Whitney Mears R. Whitney Mears's Morgan Stanley Experience June 2006 - December 2007
Job at Mosbacher Energy
Industry Oil & Energy
Experience
Mosbacher Energy 2010 - Present
4Gas January 2008 - December 2009
Morgan Stanley June 2006 - December 2007
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2012
MBA
Southern Methodist University - Cox School of Business 2002 — 2006
BBA-Finance
Mosbacher Energy 2010 - Present
4Gas January 2008 - December 2009
Morgan Stanley June 2006 - December 2007
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2012
MBA
Southern Methodist University - Cox School of Business 2002 — 2006
BBA-Finance
Kevin Debbs Kevin Debbs's Morgan Stanley Experience January 1994 - March 2006
Job CEO at allAware, Inc
Industry Information Technology and Services
Experience
allAware, Inc August 2013 - Present
Union Gaming Group June 2012 - August 2013
Deutsche Bank March 2006 - May 2012
Morgan Stanley January 1994 - March 2006
Skills
Management, Mobile Devices, Cloud Computing, Mobile Technology, Competitive Analysis, Start-ups, Business Strategy, Business Development, Outsourcing, IT Strategy, Business Analysis, Strategy, CRM, Bloomberg
Education
Southern Methodist University 1989 — 1993
Bachelor of Business Administration (BBA), Finance
allAware, Inc August 2013 - Present
Union Gaming Group June 2012 - August 2013
Deutsche Bank March 2006 - May 2012
Morgan Stanley January 1994 - March 2006
Skills
Management, Mobile Devices, Cloud Computing, Mobile Technology, Competitive Analysis, Start-ups, Business Strategy, Business Development, Outsourcing, IT Strategy, Business Analysis, Strategy, CRM, Bloomberg
Education
Southern Methodist University 1989 — 1993
Bachelor of Business Administration (BBA), Finance
Justin Eagan, CFA Justin Eagan, CFA's Morgan Stanley Experience October 2006 - July 2011
Job Director, Product Specialist at Snow Capital Management L.P.
Industry Financial Services
Experience
Snow Capital Management L.P. December 2014 - Present
Progress Investment Management Company September 2012 - November 2014
Morgan Stanley October 2006 - July 2011
Deutsche Asset Management March 2001 - September 2006
JPMorgan Chase January 1998 - March 2001
Skills
Fixed Income, Portfolio Management, Options, Asset Allocation, Investments, Equities, credit default swaps, CFA, Series 7, series 63, series 79, Factset, Bloomberg, Reuters, Market Research, Management
Education
St. John's University 1999 — 2002
Master of Business Administration (MBA)
Southern Connecticut State University 1992 — 1996
B.S, Accounting
Snow Capital Management L.P. December 2014 - Present
Progress Investment Management Company September 2012 - November 2014
Morgan Stanley October 2006 - July 2011
Deutsche Asset Management March 2001 - September 2006
JPMorgan Chase January 1998 - March 2001
Skills
Fixed Income, Portfolio Management, Options, Asset Allocation, Investments, Equities, credit default swaps, CFA, Series 7, series 63, series 79, Factset, Bloomberg, Reuters, Market Research, Management
Education
St. John's University 1999 — 2002
Master of Business Administration (MBA)
Southern Connecticut State University 1992 — 1996
B.S, Accounting
Mary Turso Mary Turso's Morgan Stanley Experience July 1994 - July 1996
Job Consumer Insight Consultant
Industry Market Research
Experience
New View Consulting January 2011 - Present
Burger King Corporation December 2007 - January 2011
Corporate Executive Board May 2004 - 2007
Bain & Company September 2001 - January 2004
LanChile August 1997 - June 2001
Morgan Stanley July 1994 - July 1996
Skills
Strategy, Marketing, Management, Marketing Research, Customer Insight, Competitive Analysis, Market Research, Leadership, Segmentation, Analytics, Growth Strategies, Strategic Planning, Marketing Strategy, Competitive Intelligence, Management Consulting, Market Analysis, P&L Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1999 — 2001
MBA
Southern Methodist University 1990 — 1994
BS in Economics with Financial Applications, Econ, Spanish, Business
New View Consulting January 2011 - Present
Burger King Corporation December 2007 - January 2011
Corporate Executive Board May 2004 - 2007
Bain & Company September 2001 - January 2004
LanChile August 1997 - June 2001
Morgan Stanley July 1994 - July 1996
Skills
Strategy, Marketing, Management, Marketing Research, Customer Insight, Competitive Analysis, Market Research, Leadership, Segmentation, Analytics, Growth Strategies, Strategic Planning, Marketing Strategy, Competitive Intelligence, Management Consulting, Market Analysis, P&L Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1999 — 2001
MBA
Southern Methodist University 1990 — 1994
BS in Economics with Financial Applications, Econ, Spanish, Business
Jeff J. Bouchard Jeff J. Bouchard's Morgan Stanley Experience July 2007 - June 2008
Job Complex Director at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2014 - Present
Washington Wealth Management June 2011 - August 2014
Morgan Stanley July 2007 - June 2008
Wachovia, A Wells Fargo Company January 2006 - July 2007
Wachovia, A Wells Fargo Company July 1998 - December 2005
Skills
Wealth Management, Financial Advisory, Investment Advisory, Series 7, Mutual Funds, Asset Allocation, Alternative Investments, Retirement Planning, Securities, Series 63, Portfolio Management, Investments, High Net Worth..., Series 65, Separately Managed..., Asset Management, Fixed Annuities, ETFs, 401k, FINRA, Investment Management, Retirement, Wealth Management..., Wealth, IRAs, Leadership, Team Building, Coaching, Recruiting, Retention, Revenue & Profit Growth, P&L Management, Sales Management, Sales
Education
Southern Utah University 1977 — 1981
Las Vegas High School 1974 — 1977
Ameriprise Financial Services, Inc. September 2014 - Present
Washington Wealth Management June 2011 - August 2014
Morgan Stanley July 2007 - June 2008
Wachovia, A Wells Fargo Company January 2006 - July 2007
Wachovia, A Wells Fargo Company July 1998 - December 2005
Skills
Wealth Management, Financial Advisory, Investment Advisory, Series 7, Mutual Funds, Asset Allocation, Alternative Investments, Retirement Planning, Securities, Series 63, Portfolio Management, Investments, High Net Worth..., Series 65, Separately Managed..., Asset Management, Fixed Annuities, ETFs, 401k, FINRA, Investment Management, Retirement, Wealth Management..., Wealth, IRAs, Leadership, Team Building, Coaching, Recruiting, Retention, Revenue & Profit Growth, P&L Management, Sales Management, Sales
Education
Southern Utah University 1977 — 1981
Las Vegas High School 1974 — 1977
Kelsey Laird's Morgan Stanley Experience September 2013 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2013 - Present
Dreams for Kids February 2013 - July 2013
Kipling and Clark Luxury Travel March 2013 - May 2013
LeRoy Jr. High School July 2010 - June 2012
marcfirst July 2008 - December 2008
Skills
Curriculum Design, Special Education, Differentiated..., Classroom Management, Lesson Planning, Microsoft Word, Grants, Customer Service, Microsoft Excel, Nonprofits
Education
Southern Illinois University, Edwardsville 2006 — 2010
Bachelor of Applied Science (B.A.Sc.), Special Education and Teaching
Morgan Stanley September 2013 - Present
Dreams for Kids February 2013 - July 2013
Kipling and Clark Luxury Travel March 2013 - May 2013
LeRoy Jr. High School July 2010 - June 2012
marcfirst July 2008 - December 2008
Skills
Curriculum Design, Special Education, Differentiated..., Classroom Management, Lesson Planning, Microsoft Word, Grants, Customer Service, Microsoft Excel, Nonprofits
Education
Southern Illinois University, Edwardsville 2006 — 2010
Bachelor of Applied Science (B.A.Sc.), Special Education and Teaching
Donna Waite-Fox Donna Waite-Fox's Morgan Stanley Experience January 2001 - January 2002
Job LPO/Escrow Officer at Goldstein Law Office, PLLC
Industry Legal Services
Experience
Jay A. Goldstein Law Office PLLC April 2012 - Present
Jay A. Goldstein Law Office PLLC January 2002 - March 2012
Morgan Stanley January 2001 - January 2002
ProBuild Holdings January 1983 - April 1990
Skills
Westlaw, Legal Research Skills, Office Management, Executive..., High Level Of..., Highly detail oriented, Real Estate Transactions, Title Clearing, Deeds, Promissory Notes, Limited Practice Officer, Escrow, Sellers, Foreclosures, Relocation, Property Management, Commercial Real Estate, Buyer Representation, Legal Assistance, Legal Writing, Real Estate, Courts, Legal Research, Notary Public, Litigation, Civil Litigation, Powers of Attorney, Title Insurance, Hearings, Closings, Trials, Legal Issues, Wills
Education
The Evergreen State College
Business Admin
South Puget Sound Community College 2002 — 2004
Associate of Technical Arts, Paralegal
Jay A. Goldstein Law Office PLLC April 2012 - Present
Jay A. Goldstein Law Office PLLC January 2002 - March 2012
Morgan Stanley January 2001 - January 2002
ProBuild Holdings January 1983 - April 1990
Skills
Westlaw, Legal Research Skills, Office Management, Executive..., High Level Of..., Highly detail oriented, Real Estate Transactions, Title Clearing, Deeds, Promissory Notes, Limited Practice Officer, Escrow, Sellers, Foreclosures, Relocation, Property Management, Commercial Real Estate, Buyer Representation, Legal Assistance, Legal Writing, Real Estate, Courts, Legal Research, Notary Public, Litigation, Civil Litigation, Powers of Attorney, Title Insurance, Hearings, Closings, Trials, Legal Issues, Wills
Education
The Evergreen State College
Business Admin
South Puget Sound Community College 2002 — 2004
Associate of Technical Arts, Paralegal
Rob Halverson Rob Halverson's Morgan Stanley Experience September 2010 - September 2011
Job Owner of Alphagraphics Chicago North
Industry Printing
Experience
Alphagraphics Chicago North July 2011 - Present
Morgan Stanley September 2010 - September 2011
J.P. Morgan March 2008 - August 2009
Synergy Title Services LLC/ Bankers Title Inc May 2003 - March 2008
Cole Taylor Bank March 1999 - May 2003
Mid Town Bank January 1995 - March 1999
Cole Taylor Bank January 1993 - January 1995
Crown Mortgage Company January 1992 - January 1993
Sweetheart Cup Company January 1990 - January 1992
Skills
Web Based Marketing, Email Marketing, Printing, Direct Mail, Large Format, Graphic Design, Mobile Advertising, Successful Business..., Prospect Lists, Bindery, Digital Printing, Fullfillment, E Commerce, Business Development, Lists, E-commerce, Direct Marketing, Web Marketing, Mortgage Lending, Marketing, Financial Analysis, Finance, Mergers & Acquisitions, Executive Management, Portfolio Management, Business Planning, Sales
Education
University of Denver - Daniels College of Business 1987 — 1989
Master of Business Administration (M.B.A.), Marketing
Southern Methodist University - Cox School of Business 1983 — 1987
Bachelor of Business Administration (B.B.A.), Marketing
Alphagraphics Chicago North July 2011 - Present
Morgan Stanley September 2010 - September 2011
J.P. Morgan March 2008 - August 2009
Synergy Title Services LLC/ Bankers Title Inc May 2003 - March 2008
Cole Taylor Bank March 1999 - May 2003
Mid Town Bank January 1995 - March 1999
Cole Taylor Bank January 1993 - January 1995
Crown Mortgage Company January 1992 - January 1993
Sweetheart Cup Company January 1990 - January 1992
Skills
Web Based Marketing, Email Marketing, Printing, Direct Mail, Large Format, Graphic Design, Mobile Advertising, Successful Business..., Prospect Lists, Bindery, Digital Printing, Fullfillment, E Commerce, Business Development, Lists, E-commerce, Direct Marketing, Web Marketing, Mortgage Lending, Marketing, Financial Analysis, Finance, Mergers & Acquisitions, Executive Management, Portfolio Management, Business Planning, Sales
Education
University of Denver - Daniels College of Business 1987 — 1989
Master of Business Administration (M.B.A.), Marketing
Southern Methodist University - Cox School of Business 1983 — 1987
Bachelor of Business Administration (B.B.A.), Marketing
Jack Mackintosh's Morgan Stanley Experience June 2005 - July 2006
Job Vice President Financial Institutions Portfolio Manager at U.S. Bank
Industry Financial Services
Experience
U.S. Bank April 2015 - Present
Convergex Group July 2006 - Present
Morgan Stanley June 2005 - July 2006
UBS Investment Bank July 2004 - June 2005
Brown Brothers Harriman April 1995 - July 2004
Skills
Portfolio Management, Equities, Corporate Finance, Credit Risk, Hedge Funds, Banking, Credit, Financial Services, Credit Analysis, Series 7
Education
Southern Methodist University - Cox School of Business 1997 — 2000
M.B.A., Finance
The University of Texas at Austin 1989 — 1994
B.A., English
U.S. Bank April 2015 - Present
Convergex Group July 2006 - Present
Morgan Stanley June 2005 - July 2006
UBS Investment Bank July 2004 - June 2005
Brown Brothers Harriman April 1995 - July 2004
Skills
Portfolio Management, Equities, Corporate Finance, Credit Risk, Hedge Funds, Banking, Credit, Financial Services, Credit Analysis, Series 7
Education
Southern Methodist University - Cox School of Business 1997 — 2000
M.B.A., Finance
The University of Texas at Austin 1989 — 1994
B.A., English
Myles Lee Myles Lee's Morgan Stanley Experience August 2014 - December 2014
Job Deal Advisory Intern at KPMG US
Industry Financial Services
Experience
KPMG US June 2015 - August 2015
Morgan Stanley August 2014 - December 2014
KPMG US June 2014 - August 2014
LyfeBox Inc. August 2013 - May 2014
Camp Ozark May 2013 - July 2013
Education
Southern Methodist University 2012 — 2016
Accounting and Economics, Accounting and Economics
KPMG US June 2015 - August 2015
Morgan Stanley August 2014 - December 2014
KPMG US June 2014 - August 2014
LyfeBox Inc. August 2013 - May 2014
Camp Ozark May 2013 - July 2013
Education
Southern Methodist University 2012 — 2016
Accounting and Economics, Accounting and Economics
Joseph Conachy CFP®,'s Morgan Stanley Experience November 2000 - June 2002
Job Financial Advisor
Industry Financial Services
Experience
Empirical Wealth Management May 2015 - Present
Charles Schwab May 2010 - April 2015
Charles Schwab April 2003 - May 2010
Morgan Stanley November 2000 - June 2002
Skills
Wealth Management, Investments, Portfolio Management, ETFs, Investment Management, Retirement Planning, Estate Planning, Mutual Funds, Investment Advisory, Asset Management, Certified Financial..., Strategic Financial..., Retirement, Insurance, Asset Allocation, Financial Planning, Securities, Uniform Combined State..., Asset Managment
Education
University of Colorado at Boulder 1995 — 1998
Bachelor of Arts (B.A.), International Relations and Affairs
Southern Oregon University 1993 — 1995
Empirical Wealth Management May 2015 - Present
Charles Schwab May 2010 - April 2015
Charles Schwab April 2003 - May 2010
Morgan Stanley November 2000 - June 2002
Skills
Wealth Management, Investments, Portfolio Management, ETFs, Investment Management, Retirement Planning, Estate Planning, Mutual Funds, Investment Advisory, Asset Management, Certified Financial..., Strategic Financial..., Retirement, Insurance, Asset Allocation, Financial Planning, Securities, Uniform Combined State..., Asset Managment
Education
University of Colorado at Boulder 1995 — 1998
Bachelor of Arts (B.A.), International Relations and Affairs
Southern Oregon University 1993 — 1995
Andrew Spillman Andrew Spillman's Morgan Stanley Experience July 1992 - December 1994
Job First Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James June 2008 - Present
UBS Financial Services January 1995 - June 2008
Morgan Stanley July 1992 - December 1994
Education
Southern Methodist University 1989 — 1993
Bachelor of Arts (B.A.), Economics
Raymond James June 2008 - Present
UBS Financial Services January 1995 - June 2008
Morgan Stanley July 1992 - December 1994
Education
Southern Methodist University 1989 — 1993
Bachelor of Arts (B.A.), Economics
Stephen Coggeshall Stephen Coggeshall's Morgan Stanley Experience 2004 - 2005
Job Chief Analytics and Science Officer
Industry Information Technology and Services
Experience
ID Analytics 2006 - Present
Morgan Stanley 2004 - 2005
Los Alamos Computational Group 2002 - 2004
HNC Software 2000 - 2002
Center for Adaptive Systems Applications (CASA) 1995 - 2000
Los Alamos National Laboratory 1982 - 1995
Skills
Telecommunications, Financial Services, Derivatives, Consumer Products, Asset Allocation, Predictive Analytics, Analytics, Cloud Computing, Product Management, Business Development, Program Management, Business Intelligence, SaaS, Big Data, Risk Management, Software Development, Leadership, Linux, Strategy, Machine Learning, Algorithms, Statistical Modeling, Management, Enterprise Software, Data Mining, Distributed Systems, Product Development, Hadoop, Predictive Modeling, High Performance..., Software Engineering, Pattern Recognition, Neural Networks, Artificial Intelligence, Start-ups
Education
University of Illinois at Urbana-Champaign 1979 — 1984
MM, MS, PhD, Music, Nuclear Engineering
Southern Illinois University, Edwardsville 1974 — 1979
BS, BA, Music, Math, Physics
Althoff HS 1970 — 1974
ID Analytics 2006 - Present
Morgan Stanley 2004 - 2005
Los Alamos Computational Group 2002 - 2004
HNC Software 2000 - 2002
Center for Adaptive Systems Applications (CASA) 1995 - 2000
Los Alamos National Laboratory 1982 - 1995
Skills
Telecommunications, Financial Services, Derivatives, Consumer Products, Asset Allocation, Predictive Analytics, Analytics, Cloud Computing, Product Management, Business Development, Program Management, Business Intelligence, SaaS, Big Data, Risk Management, Software Development, Leadership, Linux, Strategy, Machine Learning, Algorithms, Statistical Modeling, Management, Enterprise Software, Data Mining, Distributed Systems, Product Development, Hadoop, Predictive Modeling, High Performance..., Software Engineering, Pattern Recognition, Neural Networks, Artificial Intelligence, Start-ups
Education
University of Illinois at Urbana-Champaign 1979 — 1984
MM, MS, PhD, Music, Nuclear Engineering
Southern Illinois University, Edwardsville 1974 — 1979
BS, BA, Music, Math, Physics
Althoff HS 1970 — 1974
Sarah McKinnon Sarah McKinnon's Morgan Stanley Experience August 2009 - April 2010
Job Director at Murphy USA
Industry Investment Banking
Experience
EY August 2015 - Present
Murphy USA September 2014 - Present
Stephens Inc. April 2011 - March 2014
Quadrangle Group April 2010 - January 2011
Morgan Stanley August 2009 - April 2010
Morgan Stanley July 2007 - July 2009
Federal Reserve Bank of Dallas June 2006 - January 2007
Skills
Valuation, Equities, Investment Banking, Private Equity, LBO, Capital Markets, Bloomberg, IPO, Financial Modeling, Corporate Finance, Financial Analysis, Capital IQ, Marketing, Finance, Investor Relations, Fundraising, Follow-on Offerings, Equity Capital Markets, Mergers & Acquisitions, Stock Market, Investment Strategies, Economics, Econometrics, Economic Research, Federal Reserve, Deal Execution, Syndicate
Education
Southern Methodist University 2003 — 2007
B.S., Economics
The London School of Economics and Political Science (LSE) 2005 — 2006
B.S., Economics
EY August 2015 - Present
Murphy USA September 2014 - Present
Stephens Inc. April 2011 - March 2014
Quadrangle Group April 2010 - January 2011
Morgan Stanley August 2009 - April 2010
Morgan Stanley July 2007 - July 2009
Federal Reserve Bank of Dallas June 2006 - January 2007
Skills
Valuation, Equities, Investment Banking, Private Equity, LBO, Capital Markets, Bloomberg, IPO, Financial Modeling, Corporate Finance, Financial Analysis, Capital IQ, Marketing, Finance, Investor Relations, Fundraising, Follow-on Offerings, Equity Capital Markets, Mergers & Acquisitions, Stock Market, Investment Strategies, Economics, Econometrics, Economic Research, Federal Reserve, Deal Execution, Syndicate
Education
Southern Methodist University 2003 — 2007
B.S., Economics
The London School of Economics and Political Science (LSE) 2005 — 2006
B.S., Economics
Matthew Marmaro's Morgan Stanley Experience August 2010 - September 2011
Job Executive Recruiter Finance, Accounting, Audit, Tax
Industry Staffing and Recruiting
Experience
Addison Search June 2012 - Present
Robert Half International September 2011 - May 2012
Morgan Stanley August 2010 - September 2011
CertaPro Painters May 2009 - July 2010
Kip Petroff & Associates February 2009 - April 2009
EEOC September 2008 - December 2008
Southern Methodist University, Dedman School of Law August 2007 - December 2007
Skills
Compliance, Financial Planning, Contract Negotiation, Financial Modeling, Mortgage Industry, Mortgage Servicing, Capital Markets, Due Diligence, Operational Due...
Education
Southern Methodist University Dedman School of Law 2006 — 2009
Law
St. Edward's University 2002 — 2006
BBA, Finance
Addison Search June 2012 - Present
Robert Half International September 2011 - May 2012
Morgan Stanley August 2010 - September 2011
CertaPro Painters May 2009 - July 2010
Kip Petroff & Associates February 2009 - April 2009
EEOC September 2008 - December 2008
Southern Methodist University, Dedman School of Law August 2007 - December 2007
Skills
Compliance, Financial Planning, Contract Negotiation, Financial Modeling, Mortgage Industry, Mortgage Servicing, Capital Markets, Due Diligence, Operational Due...
Education
Southern Methodist University Dedman School of Law 2006 — 2009
Law
St. Edward's University 2002 — 2006
BBA, Finance
Angel Joyner's Morgan Stanley Experience September 2013 - Present
Job Senior Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2013 - Present
IBERIABANK November 2010 - September 2013
Skills
Notary Public, Investment Banking, Mortgage Banking, Mortgage Servicing, Financial Services, Retail Banking, Mortgage Insurance
Education
Southern Arkansas University 2002 — 2006
Bachelor's degree, Criminal Justice/Political Science
Morgan Stanley September 2013 - Present
IBERIABANK November 2010 - September 2013
Skills
Notary Public, Investment Banking, Mortgage Banking, Mortgage Servicing, Financial Services, Retail Banking, Mortgage Insurance
Education
Southern Arkansas University 2002 — 2006
Bachelor's degree, Criminal Justice/Political Science
Blanche Stovall, JD, CIPP/US/E/G Blanche Stovall, JD, CIPP/US/E/G's Morgan Stanley Experience January 2010 - 2012
Job Experienced Privacy and Data Protection Attorney
Industry Legal Services
Experience
TIAA-CREF March 2015 - Present
Axiom June 2012 - March 2015
Various Clients January 2012 - March 2015
Morgan Stanley January 2010 - 2012
Goldman Sachs June 2009 - December 2009
American Express September 2005 - January 2009
American Express May 2003 - September 2005
American Express July 2000 - May 2003
Patricia Hill and Associates January 1997 - October 1999
Blanche Stovall, Attorney at Law May 1995 - January 1997
Skills
Compliance, Privacy, Contract Negotiation, Policy, Compliance Management, Governance, Data Privacy, Privacy Law, Credit Cards, Payment Cards, Payment Industry, Privacy Regulations, GLBA, FCRA, PCI DSS, Records Management, Safe Harbor, Training, Corporate Law, Legal Writing, Licensing, Risk Management, Data Security, Financial Services, Joint Ventures, Mediation
Education
South Texas College of Law
JD, Law
The College of William and Mary - Marshall Wythe Law School
EU Law, Civil Law, Media Law
The University of Texas at Austin
BA, Finance, Spanish
TIAA-CREF March 2015 - Present
Axiom June 2012 - March 2015
Various Clients January 2012 - March 2015
Morgan Stanley January 2010 - 2012
Goldman Sachs June 2009 - December 2009
American Express September 2005 - January 2009
American Express May 2003 - September 2005
American Express July 2000 - May 2003
Patricia Hill and Associates January 1997 - October 1999
Blanche Stovall, Attorney at Law May 1995 - January 1997
Skills
Compliance, Privacy, Contract Negotiation, Policy, Compliance Management, Governance, Data Privacy, Privacy Law, Credit Cards, Payment Cards, Payment Industry, Privacy Regulations, GLBA, FCRA, PCI DSS, Records Management, Safe Harbor, Training, Corporate Law, Legal Writing, Licensing, Risk Management, Data Security, Financial Services, Joint Ventures, Mediation
Education
South Texas College of Law
JD, Law
The College of William and Mary - Marshall Wythe Law School
EU Law, Civil Law, Media Law
The University of Texas at Austin
BA, Finance, Spanish
Lance Hausman Lance Hausman's Morgan Stanley Experience 1984 - 1996
Job Dunbar Special Services at Dunbar Armored
Industry Transportation/Trucking/Railroad
Experience
Dunbar Armored May 2011 - Present
Raymond James Financial Inc. June 1996 - August 2006
Morgan Stanley 1984 - 1996
Merrill Lynch January 1979 - 1984
Harter Corp 1976 - 1979
Daystrom Furniture 1970 - 1978
Skills
Customer Service, Customer Satisfaction, Operations Management, Microsoft Office, Process Improvement, Microsoft Excel, Expert...
Education
Southern Illinois University, Carbondale
Dunbar Armored May 2011 - Present
Raymond James Financial Inc. June 1996 - August 2006
Morgan Stanley 1984 - 1996
Merrill Lynch January 1979 - 1984
Harter Corp 1976 - 1979
Daystrom Furniture 1970 - 1978
Skills
Customer Service, Customer Satisfaction, Operations Management, Microsoft Office, Process Improvement, Microsoft Excel, Expert...
Education
Southern Illinois University, Carbondale
Steve Finley's Morgan Stanley Experience April 2014 - Present
Job Business Development
Industry Financial Services
Experience
Fox Sports San Diego April 2015 - Present
Morgan Stanley April 2014 - Present
Fresh Healthy Vending August 2013 - Present
MLB international baseball camps July 2013 - Present
GS Levine Insurance Services, Inc. 2011 - October 2013
Apheta 2011 - September 2013
Major League Baseball April 1989 - June 2007
Skills
Sports, Training
Education
Southern Illinois University, Carbondale 1983 — 1987
Bachelor's degree, Physiology, General
Fox Sports San Diego April 2015 - Present
Morgan Stanley April 2014 - Present
Fresh Healthy Vending August 2013 - Present
MLB international baseball camps July 2013 - Present
GS Levine Insurance Services, Inc. 2011 - October 2013
Apheta 2011 - September 2013
Major League Baseball April 1989 - June 2007
Skills
Sports, Training
Education
Southern Illinois University, Carbondale 1983 — 1987
Bachelor's degree, Physiology, General
Casey Flanagan Casey Flanagan's Morgan Stanley Experience May 2011 - July 2011
Job Research Associate at Westwood Holdings Group
Industry Financial Services
Experience
Westwood Holdings Group June 2012 - Present
Morgan Stanley May 2011 - July 2011
Everkey Global June 2009 - August 2009
Everkey Global May 2008 - July 2008
Education
Southern Methodist University - Cox School of Business 2008 — 2012
Finance with a specialization in Alternative Asset Management, Art History Minor
Westwood Holdings Group June 2012 - Present
Morgan Stanley May 2011 - July 2011
Everkey Global June 2009 - August 2009
Everkey Global May 2008 - July 2008
Education
Southern Methodist University - Cox School of Business 2008 — 2012
Finance with a specialization in Alternative Asset Management, Art History Minor
Stuart Schuldt Stuart Schuldt's Morgan Stanley Experience May 2007 - May 2010
Job Global Head Fund Administration, ETF & UIT Investment Services
Industry Investment Management
Experience
Invesco Ltd. January 2012 - Present
Invesco Ltd. May 2010 - Present
Van Kampen Investments May 2007 - May 2010
Morgan Stanley May 2007 - May 2010
Northern Trust March 1998 - May 2007
Kemper Mutual Funds May 1993 - March 1998
Arthur Andersen & Co. September 1984 - May 1993
Skills
Asset Management
Education
Southern Methodist University 1980 — 1984
BBA, Accounting and Finance
Invesco Ltd. January 2012 - Present
Invesco Ltd. May 2010 - Present
Van Kampen Investments May 2007 - May 2010
Morgan Stanley May 2007 - May 2010
Northern Trust March 1998 - May 2007
Kemper Mutual Funds May 1993 - March 1998
Arthur Andersen & Co. September 1984 - May 1993
Skills
Asset Management
Education
Southern Methodist University 1980 — 1984
BBA, Accounting and Finance
Copley Broer's Morgan Stanley Experience 2000 - 2001
Job Cofounder and CEO of LandlordStation
Industry Information Technology and Services
Experience
LandlordStation.com January 2010 - Present
Broer Investments LLC January 2003 - Present
Oakview Capital Managment July 2011 - January 2013
The Makens Company August 2002 - January 2008
Morgan Stanley 2000 - 2001
Skills
Series 65, Software Solutions, Commercial Real Estate, Project Management, Estate Planning, Hedge Funds, Entrepreneurship, Social Media Marketing, Cloud Applications, Asset Allocation, Capital Markets, Securities, Mergers & Acquisitions, E-commerce, Financial Modeling, Due Diligence, Investment Properties, Google Analytics, Google Adwords, SaaS, Marketing, Management, Leases
Education
Southern Methodist University 1996 — 2000
BA, English Literature
Southern Methodist University - Cox School of Business 1996 — 2000
BBA, Finance
LandlordStation.com January 2010 - Present
Broer Investments LLC January 2003 - Present
Oakview Capital Managment July 2011 - January 2013
The Makens Company August 2002 - January 2008
Morgan Stanley 2000 - 2001
Skills
Series 65, Software Solutions, Commercial Real Estate, Project Management, Estate Planning, Hedge Funds, Entrepreneurship, Social Media Marketing, Cloud Applications, Asset Allocation, Capital Markets, Securities, Mergers & Acquisitions, E-commerce, Financial Modeling, Due Diligence, Investment Properties, Google Analytics, Google Adwords, SaaS, Marketing, Management, Leases
Education
Southern Methodist University 1996 — 2000
BA, English Literature
Southern Methodist University - Cox School of Business 1996 — 2000
BBA, Finance
Rama krishna Sunkara Rama krishna Sunkara's Morgan Stanley Experience August 2013 - August 2014
Job Sr. SAP Basis & Security Consultant
Industry Information Technology and Services
Experience
OpenLogix Corporation August 2009 - October 2014
Morgan Stanley August 2013 - August 2014
AIG Asset Management February 2012 - August 2013
Honda R&D Americas Inc June 2009 - February 2012
Advansoft International, Inc May 2006 - August 2009
Smurfit-Stone November 2007 - May 2009
PCF - Publishers Circulation Fulfillment October 2006 - October 2007
The Stanley Works September 2006 - October 2006
Ulta July 2006 - September 2006
Skills
SAP, ABAP, SAPScript, SAP R/3, SAP ERP, SAP Basis, SAP BW, SAP Netweaver, Microsoft SQL Server, ERP, Oracle, Unix, Business Intelligence, SQL, Business Objects, SAP XI, SAP HR, SAP Implementation, SAP BI, Integration, Requirements Analysis, SAP Portal, Consulting, DB2, Databases, SAP Solutions
Education
Southern Illinois University, Carbondale 2005 — 2006
MS, Electrical and Computer Engineering
University of Madras 2000 — 2004
BE, Electrical, Electronics and Communications Engineering
OpenLogix Corporation August 2009 - October 2014
Morgan Stanley August 2013 - August 2014
AIG Asset Management February 2012 - August 2013
Honda R&D Americas Inc June 2009 - February 2012
Advansoft International, Inc May 2006 - August 2009
Smurfit-Stone November 2007 - May 2009
PCF - Publishers Circulation Fulfillment October 2006 - October 2007
The Stanley Works September 2006 - October 2006
Ulta July 2006 - September 2006
Skills
SAP, ABAP, SAPScript, SAP R/3, SAP ERP, SAP Basis, SAP BW, SAP Netweaver, Microsoft SQL Server, ERP, Oracle, Unix, Business Intelligence, SQL, Business Objects, SAP XI, SAP HR, SAP Implementation, SAP BI, Integration, Requirements Analysis, SAP Portal, Consulting, DB2, Databases, SAP Solutions
Education
Southern Illinois University, Carbondale 2005 — 2006
MS, Electrical and Computer Engineering
University of Madras 2000 — 2004
BE, Electrical, Electronics and Communications Engineering
Mubeen (Max) Mukaddam Mubeen (Max) Mukaddam's Morgan Stanley Experience November 2005 - December 2008
Job IT Management Professional
Industry Information Technology and Services
Experience
AIG January 2015 - Present
Quivus Systems November 2008 - December 2014
Morgan Stanley November 2005 - December 2008
Merrill Lynch September 2001 - November 2005
Computer Sciences Corporation February 2000 - September 2001
Keane, Inc May 1999 - February 2000
Nortel Government Solutions August 1995 - May 1999
Skills
Integration, Program Management, PMO, IT Management, Business Intelligence, Business Process..., ITIL, IT Service Management, CRM, Data Warehousing, Strategy, Enterprise Software, PMP, Management, Project Management, Management Consulting, Business Analysis, Software Project..., Cloud Computing, IT Strategy, Agile Methodologies, Project Portfolio..., Enterprise Architecture, Analysis, Governance, Project Planning, Leadership, Cross-functional Team..., ERP, Computer Security, Vendor Management, Contract Negotiation, E-commerce, SOA, SDLC, Information Technology, Consulting, Cyber Security, C4ISR Systems, Requirements Analysis, Software Development, Infrastructure, Team Leadership, Solution Architecture, Investing Banking, Financial Services, Capital Markets, Trading Systems
Education
University of Maryland University College 1995 — 1999
Master’s Degree, Information Systems
Southern Illinois University, Edwardsville 1985 — 1989
Bachelor’s Degree, Information Systems
AIG January 2015 - Present
Quivus Systems November 2008 - December 2014
Morgan Stanley November 2005 - December 2008
Merrill Lynch September 2001 - November 2005
Computer Sciences Corporation February 2000 - September 2001
Keane, Inc May 1999 - February 2000
Nortel Government Solutions August 1995 - May 1999
Skills
Integration, Program Management, PMO, IT Management, Business Intelligence, Business Process..., ITIL, IT Service Management, CRM, Data Warehousing, Strategy, Enterprise Software, PMP, Management, Project Management, Management Consulting, Business Analysis, Software Project..., Cloud Computing, IT Strategy, Agile Methodologies, Project Portfolio..., Enterprise Architecture, Analysis, Governance, Project Planning, Leadership, Cross-functional Team..., ERP, Computer Security, Vendor Management, Contract Negotiation, E-commerce, SOA, SDLC, Information Technology, Consulting, Cyber Security, C4ISR Systems, Requirements Analysis, Software Development, Infrastructure, Team Leadership, Solution Architecture, Investing Banking, Financial Services, Capital Markets, Trading Systems
Education
University of Maryland University College 1995 — 1999
Master’s Degree, Information Systems
Southern Illinois University, Edwardsville 1985 — 1989
Bachelor’s Degree, Information Systems
David B. Kimerling, CIMA® David B. Kimerling, CIMA®'s Morgan Stanley Experience 2000 - 2005
Job VP, Regional Consultant, SPDRs Sales Team at State Street Global Advisors
Industry Investment Management
Experience
State Street October 2013 - Present
BlackRock 2008 - 2012
The Vanguard Group 2005 - 2008
Morgan Stanley 2000 - 2005
SSB Citi Asset Management 1998 - 2000
Smith Barney 1996 - 1998
Bonnie White Uniforms 1992 - 1996
IBM 1989 - 1992
Skills
Series 7, Series 63, Series 65, Sales, ETFs, Equities, Fixed Income, Indexing, Index Funds, Mutual Funds, Separately Managed..., Alternative Investments, Structured Products, Unit Trusts, Capital Markets, Investments, Asset Managment, Investment Management, Portfolio Management, Investment Advisory, Financial Advisory, Wealth Management, Financial Services, High Net Worth..., Relationship Management, Territory Management, Institutional Sales, Consulting, Business Development, CIMA, Asset Allocation, Brokerage, Sales Execution, Innovation, FINRA, Hedge Funds, Asset Management, Securities, Finance, Investment Banking, Investment Strategies, Equity Research, Wealth, Bonds, Wealth Management..., Bloomberg, Financial Markets
Education
Southern New Hampshire University
B.S., Cum Laude
Stanford University Graduate School of Business
University of Pennsylvania - The Wharton School
CIMA ®
State Street October 2013 - Present
BlackRock 2008 - 2012
The Vanguard Group 2005 - 2008
Morgan Stanley 2000 - 2005
SSB Citi Asset Management 1998 - 2000
Smith Barney 1996 - 1998
Bonnie White Uniforms 1992 - 1996
IBM 1989 - 1992
Skills
Series 7, Series 63, Series 65, Sales, ETFs, Equities, Fixed Income, Indexing, Index Funds, Mutual Funds, Separately Managed..., Alternative Investments, Structured Products, Unit Trusts, Capital Markets, Investments, Asset Managment, Investment Management, Portfolio Management, Investment Advisory, Financial Advisory, Wealth Management, Financial Services, High Net Worth..., Relationship Management, Territory Management, Institutional Sales, Consulting, Business Development, CIMA, Asset Allocation, Brokerage, Sales Execution, Innovation, FINRA, Hedge Funds, Asset Management, Securities, Finance, Investment Banking, Investment Strategies, Equity Research, Wealth, Bonds, Wealth Management..., Bloomberg, Financial Markets
Education
Southern New Hampshire University
B.S., Cum Laude
Stanford University Graduate School of Business
University of Pennsylvania - The Wharton School
CIMA ®
Page Pustmueller Page Pustmueller's Morgan Stanley Experience 2010 - 2012
Job Chief Compliance Officer, Vice President at Caprock Capital
Industry Financial Services
Experience
Caprock Capital LLC 2013 - Present
Caprock Capital LLC 2012 - 2013
Morgan Stanley 2010 - 2012
Quest Capital Management, Inc. 2007 - 2010
Henry S. Miller 2006 - 2007
Peloton Commercial Real Estate 2004 - 2006
Skills
Financial Modeling, Financial Analysis, Valuation, Investments, Financial Reporting, Financial Services, Asset Management, Due Diligence, Finance, Performance Analysis, Financial Accounting, Client Development, Strategic Financial..., Equities, Superior Client Service, Hedge Funds, Microsoft Excel, Portfolio Management, Marketing, Manage Client..., Private Equity, Management, Leadership
Education
Southern Methodist University - Cox School of Business 2005 — 2009
Bachelor of Business Administration (BBA), Finance, 3.9 GPA
Highland Park Highschool
Caprock Capital LLC 2013 - Present
Caprock Capital LLC 2012 - 2013
Morgan Stanley 2010 - 2012
Quest Capital Management, Inc. 2007 - 2010
Henry S. Miller 2006 - 2007
Peloton Commercial Real Estate 2004 - 2006
Skills
Financial Modeling, Financial Analysis, Valuation, Investments, Financial Reporting, Financial Services, Asset Management, Due Diligence, Finance, Performance Analysis, Financial Accounting, Client Development, Strategic Financial..., Equities, Superior Client Service, Hedge Funds, Microsoft Excel, Portfolio Management, Marketing, Manage Client..., Private Equity, Management, Leadership
Education
Southern Methodist University - Cox School of Business 2005 — 2009
Bachelor of Business Administration (BBA), Finance, 3.9 GPA
Highland Park Highschool
Christopher Blake Helm Christopher Blake Helm's Morgan Stanley Experience 2004 - 2004
Job Business / Financial Analyst at Fujitsu
Industry Financial Services
Experience
Fujitsu October 2014 - Present
George W. Bush Institute May 2014 - August 2014
SMU Cox School of Business August 2012 - May 2014
Authentix June 2013 - August 2013
US Army June 2009 - April 2012
US Army January 2005 - May 2009
Morgan Stanley 2004 - 2004
Skills
Team Leadership, conflict resolut, Operations Management, Military, Security Clearance, Operational Planning, Flexibility, Multi Tasking, Teamwork, Problem Solving, High level of initiative, Time Management, Communication, Work Ethic, Economics, Financial Analysis, Military Operations, Microsoft Excel, Leadership, Analysis, PowerPoint, Finance, Risk Management, Project Management, Project Planning, Government, Program Management, Data Analysis, Cross-functional Team..., Strategic Planning, Financial Modeling, Process Improvement, Team Building, Army, Training, Equities, Leadership Development, Management, Executive Management, Mergers & Acquisitions, Valuation, Competitive Analysis, Management Consulting, Corporate Finance, Business Analysis, Business Development, Six Sigma, Strategy
Education
Southern Methodist University - Cox School of Business 2012 — 2014
Master of Business Administration (MBA), Finance
Trinity University 2000 — 2004
Bachelor of Science (BS), Business-Finance/Economics
Greenhill School 1997 — 2000
Diploma
Fujitsu October 2014 - Present
George W. Bush Institute May 2014 - August 2014
SMU Cox School of Business August 2012 - May 2014
Authentix June 2013 - August 2013
US Army June 2009 - April 2012
US Army January 2005 - May 2009
Morgan Stanley 2004 - 2004
Skills
Team Leadership, conflict resolut, Operations Management, Military, Security Clearance, Operational Planning, Flexibility, Multi Tasking, Teamwork, Problem Solving, High level of initiative, Time Management, Communication, Work Ethic, Economics, Financial Analysis, Military Operations, Microsoft Excel, Leadership, Analysis, PowerPoint, Finance, Risk Management, Project Management, Project Planning, Government, Program Management, Data Analysis, Cross-functional Team..., Strategic Planning, Financial Modeling, Process Improvement, Team Building, Army, Training, Equities, Leadership Development, Management, Executive Management, Mergers & Acquisitions, Valuation, Competitive Analysis, Management Consulting, Corporate Finance, Business Analysis, Business Development, Six Sigma, Strategy
Education
Southern Methodist University - Cox School of Business 2012 — 2014
Master of Business Administration (MBA), Finance
Trinity University 2000 — 2004
Bachelor of Science (BS), Business-Finance/Economics
Greenhill School 1997 — 2000
Diploma
Gary P. Tribble Gary P. Tribble's Morgan Stanley Experience April 2000 - January 2007
Job Wealth Advisor Vice President Investments, Portfolio Manager PMP Pgm, UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. January 2007 - Present
Morgan Stanley April 2000 - January 2007
Merrill Lynch October 1991 - April 2000
Western Co. of America 1980 - 1982
Education
UBS Financial Services 2007 — 2013
Wealth Management Executive Education Program/Wealth Advisor
Morgan Stanley 2000 — 2007
Custom Portfolio Mgmt Pgm, Advanced Portfolio Management Coursework and Training
Southern Oregon University 1976 — 2006
Bachelor of Science, Economics
Medford High School 1972 — 1976
HS Diploma
UBS Financial Services, Inc. January 2007 - Present
Morgan Stanley April 2000 - January 2007
Merrill Lynch October 1991 - April 2000
Western Co. of America 1980 - 1982
Education
UBS Financial Services 2007 — 2013
Wealth Management Executive Education Program/Wealth Advisor
Morgan Stanley 2000 — 2007
Custom Portfolio Mgmt Pgm, Advanced Portfolio Management Coursework and Training
Southern Oregon University 1976 — 2006
Bachelor of Science, Economics
Medford High School 1972 — 1976
HS Diploma
Benjamin Lurie Benjamin Lurie's Morgan Stanley Experience November 2000 - July 2004
Job Senior Vice President at Sowell & Co.
Industry Real Estate
Experience
Sowell & Co. April 2014 - Present
Colliers International January 2012 - April 2014
Benjamin Lurie Consulting March 2011 - December 2011
The Milestone Group September 2006 - March 2011
Morgan Stanley November 2000 - July 2004
Skills
Real Estate Investment, Real Estate Finance, Real Estate Transactions, Portfolio Management, Asset Management, Strategic Planning, Investor Relations, Investments, Commercial Real Estate, Mergers & Acquisitions, Finance, Real Estate, Financial Modeling, Financial Analysis, Due Diligence, Valuation, Management
Education
Southern Methodist University - Cox School of Business 2004 — 2006
MBA, Finance, Strategy
Tulane University 1996 — 2000
BS, Finance, Management
Sowell & Co. April 2014 - Present
Colliers International January 2012 - April 2014
Benjamin Lurie Consulting March 2011 - December 2011
The Milestone Group September 2006 - March 2011
Morgan Stanley November 2000 - July 2004
Skills
Real Estate Investment, Real Estate Finance, Real Estate Transactions, Portfolio Management, Asset Management, Strategic Planning, Investor Relations, Investments, Commercial Real Estate, Mergers & Acquisitions, Finance, Real Estate, Financial Modeling, Financial Analysis, Due Diligence, Valuation, Management
Education
Southern Methodist University - Cox School of Business 2004 — 2006
MBA, Finance, Strategy
Tulane University 1996 — 2000
BS, Finance, Management
Missy Gaebe Missy Gaebe's Morgan Stanley Experience August 2007 - Present
Job Client Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2007 - Present
Education
Southern Methodist University 2002 — 2006
Morgan Stanley August 2007 - Present
Education
Southern Methodist University 2002 — 2006
Maximilien Lefranc Maximilien Lefranc's Morgan Stanley Experience August 2013 - Present
Job Associate at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley August 2013 - Present
Morgan Stanley June 2012 - August 2012
Scotia Capital April 2010 - June 2011
New Harbor Incorporated October 2007 - April 2010
Merrill Lynch March 2007 - July 2007
Skills
Valuation, Corporate Finance, Investment Banking, Financial Modeling, Mergers, Mergers & Acquisitions, Private Equity, Management, Financial Analysis, Due Diligence, Bloomberg, Banking, Strategy, Equities, Emerging Markets, Capital Markets
Education
Tuck School of Business at Dartmouth 2011 — 2013
MBA
Paris Business College (fmr. MBAI) 2003 — 2007
BBA, Finance
Tulane University - A.B. Freeman School of Business 2006 — 2006
Southern Methodist University - Cox School of Business 2005 — 2006
Morgan Stanley August 2013 - Present
Morgan Stanley June 2012 - August 2012
Scotia Capital April 2010 - June 2011
New Harbor Incorporated October 2007 - April 2010
Merrill Lynch March 2007 - July 2007
Skills
Valuation, Corporate Finance, Investment Banking, Financial Modeling, Mergers, Mergers & Acquisitions, Private Equity, Management, Financial Analysis, Due Diligence, Bloomberg, Banking, Strategy, Equities, Emerging Markets, Capital Markets
Education
Tuck School of Business at Dartmouth 2011 — 2013
MBA
Paris Business College (fmr. MBAI) 2003 — 2007
BBA, Finance
Tulane University - A.B. Freeman School of Business 2006 — 2006
Southern Methodist University - Cox School of Business 2005 — 2006
Janos Rozgonyi Janos Rozgonyi's Morgan Stanley Experience April 2011 - May 2012
Job Transition Manager at Tata Consultancy Services
Industry Financial Services
Experience
Tata Consultancy Services June 2014 - Present
Tata Consultancy Services October 2012 - June 2014
Morgan Stanley April 2011 - May 2012
Geodis November 2010 - January 2011
Morgan Stanley January 2009 - August 2010
Santa Cruz Gunlocks, LLC January 2007 - June 2008
IBM August 2005 - January 2007
Skills
Transition Management, Project Management, Financial Analysis, Leadership, Teamwork, Process Improvement, Management, Analysis, Financial Reporting, Accounting, Team Leadership, SAP, Forecasting, Business Analysis, Risk Management, Finance, Cross-functional Team...
Education
Southern New Hampshire University 2007 — 2009
MBA, Business
Gaspar Karoli University Budapest 2000 — 2005
Master of Arts (M.A.), English Language and Literature/Letters
Katholieke Universiteit Leuven 2004 — 2004
Erasmus Scholarship, English Language and Literature/Letters
Tata Consultancy Services June 2014 - Present
Tata Consultancy Services October 2012 - June 2014
Morgan Stanley April 2011 - May 2012
Geodis November 2010 - January 2011
Morgan Stanley January 2009 - August 2010
Santa Cruz Gunlocks, LLC January 2007 - June 2008
IBM August 2005 - January 2007
Skills
Transition Management, Project Management, Financial Analysis, Leadership, Teamwork, Process Improvement, Management, Analysis, Financial Reporting, Accounting, Team Leadership, SAP, Forecasting, Business Analysis, Risk Management, Finance, Cross-functional Team...
Education
Southern New Hampshire University 2007 — 2009
MBA, Business
Gaspar Karoli University Budapest 2000 — 2005
Master of Arts (M.A.), English Language and Literature/Letters
Katholieke Universiteit Leuven 2004 — 2004
Erasmus Scholarship, English Language and Literature/Letters
Rick Vogel Rick Vogel's Morgan Stanley Experience 2005 - 2007
Job Manager at MultiChem
Industry Oil & Energy
Experience
Multi-Chem; A Halliburton Service November 2007 - Present
Vectra Bank Colorado 2007 - 2008
PIkes Peak Workforce 2007 - 2008
Morgan Stanley 2005 - 2007
LSI Logic 1999 - 2004
Connecting Point 1985 - 1999
Nalco 1980 - 1985
Neiman Marcus 1980 - 1981
Skills
Natural Gas, Oil, Analysis, Budgets, Business Development, Business Planning, Business Strategy, Completion, Contract Negotiation, Customer Service, Drilling, Energy, Energy Industry, Engineering, Petroleum, Finance, Oilfield, Oil/Gas, Management, Upstream, Marketing, Executive Management, Petroleum Engineering, Strategic Planning, Project Management, Onshore, Oil & Gas, Leadership, Gas, New Business Development, Program Management, Oil & Gas Industry, Process Improvement, Marketing Support, Operations Management, Sales Management, Marketing Strategy, Procurement, Offshore Drilling
Education
Southern Methodist University 1980 — 1981
MBA, Finance and Marketing
Southern Methodist University 1974 — 1981
BS, Mathematics
Southern Methodist University - Cox School of Business 1974 — 1981
BBA, Mangement Computer Science
Cheyenne Mtn.
Multi-Chem; A Halliburton Service November 2007 - Present
Vectra Bank Colorado 2007 - 2008
PIkes Peak Workforce 2007 - 2008
Morgan Stanley 2005 - 2007
LSI Logic 1999 - 2004
Connecting Point 1985 - 1999
Nalco 1980 - 1985
Neiman Marcus 1980 - 1981
Skills
Natural Gas, Oil, Analysis, Budgets, Business Development, Business Planning, Business Strategy, Completion, Contract Negotiation, Customer Service, Drilling, Energy, Energy Industry, Engineering, Petroleum, Finance, Oilfield, Oil/Gas, Management, Upstream, Marketing, Executive Management, Petroleum Engineering, Strategic Planning, Project Management, Onshore, Oil & Gas, Leadership, Gas, New Business Development, Program Management, Oil & Gas Industry, Process Improvement, Marketing Support, Operations Management, Sales Management, Marketing Strategy, Procurement, Offshore Drilling
Education
Southern Methodist University 1980 — 1981
MBA, Finance and Marketing
Southern Methodist University 1974 — 1981
BS, Mathematics
Southern Methodist University - Cox School of Business 1974 — 1981
BBA, Mangement Computer Science
Cheyenne Mtn.
Edward Moran Edward Moran's Morgan Stanley Experience July 1997 - January 2000
Job Sales Representative at Paychex
Industry Human Resources
Experience
Paychex August 2012 - Present
AT&T March 2011 - August 2012
Hearst Media Services May 2010 - March 2011
Citysearch May 2009 - May 2010
Dex Media March 2006 - June 2008
Verizon Information Services January 2003 - February 2005
UBS January 2000 - January 2002
Morgan Stanley July 1997 - January 2000
Lebenthal and Company May 1991 - July 1997
Skills
Google Adwords..., Google Analytics, Google Adwords, SEO, Social Media Marketing, CRM, PPC, Cold Calling, Online Marketing, Advertising, SEM, Account Management, Social Media, Sales, Strategy, Online Advertising, Marketing, Selling, Salesforce.com, Lead Generation, New Business Development
Education
Southern Connecticut State University 1988 — 1992
Economics
Paychex August 2012 - Present
AT&T March 2011 - August 2012
Hearst Media Services May 2010 - March 2011
Citysearch May 2009 - May 2010
Dex Media March 2006 - June 2008
Verizon Information Services January 2003 - February 2005
UBS January 2000 - January 2002
Morgan Stanley July 1997 - January 2000
Lebenthal and Company May 1991 - July 1997
Skills
Google Adwords..., Google Analytics, Google Adwords, SEO, Social Media Marketing, CRM, PPC, Cold Calling, Online Marketing, Advertising, SEM, Account Management, Social Media, Sales, Strategy, Online Advertising, Marketing, Selling, Salesforce.com, Lead Generation, New Business Development
Education
Southern Connecticut State University 1988 — 1992
Economics
Bud Pernoll Bud Pernoll's Morgan Stanley Experience March 1993 - March 2000
Job CEO at Bay Mutual Financial
Industry Financial Services
Experience
Bay Mutual Financial September 2004 - Present
Wachovia Securities, LLC March 2000 - September 2004
Morgan Stanley March 1993 - March 2000
Skills
Wealth Management, Finance, Wealth Management..., Management, Investment Advisory, Series 63, 401k, Retirement, Retirement Planning, Asset Allocation, Investments, Mutual Funds, Non-Qualified Deferred..., Series 7, Strategic Planning, Risk Management, Venture Capital, Asset Management, Start-ups, Financial Services
Education
Southern Methodist University 1985 — 1989
BA
Metairie Park Country Day
Bay Mutual Financial September 2004 - Present
Wachovia Securities, LLC March 2000 - September 2004
Morgan Stanley March 1993 - March 2000
Skills
Wealth Management, Finance, Wealth Management..., Management, Investment Advisory, Series 63, 401k, Retirement, Retirement Planning, Asset Allocation, Investments, Mutual Funds, Non-Qualified Deferred..., Series 7, Strategic Planning, Risk Management, Venture Capital, Asset Management, Start-ups, Financial Services
Education
Southern Methodist University 1985 — 1989
BA
Metairie Park Country Day
Darrell Johnston Darrell Johnston's Morgan Stanley Experience November 2008 - November 2012
Job Client Service Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2012 - Present
Morgan Stanley November 2008 - November 2012
Skills
Banking, Customer Service, Equities, Finance, Financial Analysis, Financial Services, Fixed Income, Investments, Mutual Funds, Leadership, Risk Management, Series 63, Series 7, Management, Marketing, Microsoft Office, Securities
Education
Southern NH University
Charles Schwab November 2012 - Present
Morgan Stanley November 2008 - November 2012
Skills
Banking, Customer Service, Equities, Finance, Financial Analysis, Financial Services, Fixed Income, Investments, Mutual Funds, Leadership, Risk Management, Series 63, Series 7, Management, Marketing, Microsoft Office, Securities
Education
Southern NH University
Bayleigh McMenamin Bayleigh McMenamin's Morgan Stanley Experience August 2014 - Present
Job Equity Derivatives Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2014 - Present
Washington & Jefferson College June 2013 - May 2014
Collective Efforts, LLC August 2013 - August 2013
Jackson Hole Center for Global Affairs January 2013 - February 2013
Collective Efforts June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Event Planning, Time Management, Social Networking, Leadership, Community Outreach, Economics, Photography, Proofreading, OS X
Education
Washington and Jefferson College 2010 — 2014
Bachelor of Arts (B.A.), Economics, Environmental Studies, Senior
Southern Cross University 2013 — 2013
Study Abroad, Ecological and Environmental Economics
North Allegheny High School 2007 — 2010
Morgan Stanley August 2014 - Present
Washington & Jefferson College June 2013 - May 2014
Collective Efforts, LLC August 2013 - August 2013
Jackson Hole Center for Global Affairs January 2013 - February 2013
Collective Efforts June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Event Planning, Time Management, Social Networking, Leadership, Community Outreach, Economics, Photography, Proofreading, OS X
Education
Washington and Jefferson College 2010 — 2014
Bachelor of Arts (B.A.), Economics, Environmental Studies, Senior
Southern Cross University 2013 — 2013
Study Abroad, Ecological and Environmental Economics
North Allegheny High School 2007 — 2010
Scott Wlison Scott Wlison's Morgan Stanley Experience May 2015 - Present
Job Complex Risk Officer at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2015 - Present
Morgan Stanley December 2014 - May 2015
Morgan Stanley August 2013 - December 2014
shepard FINANCIAL January 2012 - December 2012
Ameriprise Financial Services, Inc. August 2005 - December 2011
Skills
Investments, Finance, Accounting, Financial Analysis, Mutual Funds, Insurance, Risk Management, Series 7, Financial Modeling, Portfolio Management, Retirement, Strategic Financial...
Education
University of Maine 2000 — 2005
Bachelor of Business Administration (B.B.A.), Accounting
Southern New Hampshire University
Master's degree, Accounting
Morgan Stanley May 2015 - Present
Morgan Stanley December 2014 - May 2015
Morgan Stanley August 2013 - December 2014
shepard FINANCIAL January 2012 - December 2012
Ameriprise Financial Services, Inc. August 2005 - December 2011
Skills
Investments, Finance, Accounting, Financial Analysis, Mutual Funds, Insurance, Risk Management, Series 7, Financial Modeling, Portfolio Management, Retirement, Strategic Financial...
Education
University of Maine 2000 — 2005
Bachelor of Business Administration (B.B.A.), Accounting
Southern New Hampshire University
Master's degree, Accounting
Mark Sallinger, CFP® Mark Sallinger, CFP®'s Morgan Stanley Experience December 2007 - April 2012
Job Director, Deutsche Asset & Wealth Management at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank June 2014 - Present
MTP Advisors May 2013 - June 2014
Financial Asset Management Corp. June 2012 - May 2013
Morgan Stanley December 2007 - April 2012
IBM Global Business Services May 2005 - November 2007
Capgemini / Ernst & Young September 1997 - May 2004
Securities Industry Automation Corp. (SIAC) / NYSE May 1990 - September 1997
Education
Southern Methodist University - Cox School of Business 1985 — 1986
MBA
Tulane University - A.B. Freeman School of Business 1981 — 1985
BSM
Deutsche Bank June 2014 - Present
MTP Advisors May 2013 - June 2014
Financial Asset Management Corp. June 2012 - May 2013
Morgan Stanley December 2007 - April 2012
IBM Global Business Services May 2005 - November 2007
Capgemini / Ernst & Young September 1997 - May 2004
Securities Industry Automation Corp. (SIAC) / NYSE May 1990 - September 1997
Education
Southern Methodist University - Cox School of Business 1985 — 1986
MBA
Tulane University - A.B. Freeman School of Business 1981 — 1985
BSM
David Hozer David Hozer's Morgan Stanley Experience October 2001 - March 2004
Job Financial Adviser at Barnum Financial Group, An Office of Metlife
Industry Financial Services
Experience
Barnum Financial Group, an Office of MetLife November 2012 - Present
Webster Bank March 2004 - November 2012
Morgan Stanley October 2001 - March 2004
Skills
Process Improvement, Insurance, Project Management, Customer Service, Life Insurance, Financial Services
Education
Southern Connecticut State University
Bachelor's degree, Marketing
Barnum Financial Group, an Office of MetLife November 2012 - Present
Webster Bank March 2004 - November 2012
Morgan Stanley October 2001 - March 2004
Skills
Process Improvement, Insurance, Project Management, Customer Service, Life Insurance, Financial Services
Education
Southern Connecticut State University
Bachelor's degree, Marketing
Chris Fering Chris Fering's Morgan Stanley Experience August 1996 - July 1997
Job Licensed Practical Nurse
Industry Hospital & Health Care
Experience
A Helping Hand Homecare June 2012 - January 2014
Harborview Medical Center November 2011 - July 2013
Bongarde Media December 2009 - November 2010
Vertafore April 2009 - November 2009
Daptiv March 2008 - October 2008
Onvia, Inc. October 2001 - March 2008
Dreyfus, a BNY Mellon Company September 1997 - August 2000
Morgan Stanley August 1996 - July 1997
Education
University of Northern Iowa 1989 — 1993
BA, Psychology
South Seattle Community College 2011 — 2013
Associate of Arts and Sciences (AAS), Licensed Practical Nurse
A Helping Hand Homecare June 2012 - January 2014
Harborview Medical Center November 2011 - July 2013
Bongarde Media December 2009 - November 2010
Vertafore April 2009 - November 2009
Daptiv March 2008 - October 2008
Onvia, Inc. October 2001 - March 2008
Dreyfus, a BNY Mellon Company September 1997 - August 2000
Morgan Stanley August 1996 - July 1997
Education
University of Northern Iowa 1989 — 1993
BA, Psychology
South Seattle Community College 2011 — 2013
Associate of Arts and Sciences (AAS), Licensed Practical Nurse
Blake Goodman Blake Goodman's Morgan Stanley Experience April 2009 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2009 - Present
Specialty Sports Venture January 2008 - May 2009
Cymbidium April 2006 - January 2008
Skills
Word, PowerPoint, Investments, Investment Strategies, Alternative Investments, Wealth Management, Wealth Building, Golf, Accounting, Finance, Financial Analysis, Financial Modeling, Asset Management, Financial Technology, Technology, Technology Management, Information Technology..., Excel, Quickbooks, Customer Relations, Business Process, Information Technology, Series 7, Portfolio Management, Microsoft Word, Microsoft Excel, Wealth
Education
Southern Methodist University 2003 — 2007
BBA, Major: Business - Finance Minor: Political Science
Southern Methodist University - Cox School of Business 2003 — 2007
BBA, Finance
University of Oxford 2005 — 2005
Summer Program, Business Law and Tax, British History
Montgomery Bell Academy 1999 — 2003
Morgan Stanley April 2009 - Present
Specialty Sports Venture January 2008 - May 2009
Cymbidium April 2006 - January 2008
Skills
Word, PowerPoint, Investments, Investment Strategies, Alternative Investments, Wealth Management, Wealth Building, Golf, Accounting, Finance, Financial Analysis, Financial Modeling, Asset Management, Financial Technology, Technology, Technology Management, Information Technology..., Excel, Quickbooks, Customer Relations, Business Process, Information Technology, Series 7, Portfolio Management, Microsoft Word, Microsoft Excel, Wealth
Education
Southern Methodist University 2003 — 2007
BBA, Major: Business - Finance Minor: Political Science
Southern Methodist University - Cox School of Business 2003 — 2007
BBA, Finance
University of Oxford 2005 — 2005
Summer Program, Business Law and Tax, British History
Montgomery Bell Academy 1999 — 2003
Bill Tyner Bill Tyner's Morgan Stanley Experience 1988 - 2008
Job Manager Compliance Control/Governance at Discover Financial Services
Industry Banking
Experience
Discover Financial Services April 2013 - Present
Fannie Mae March 2010 - April 2013
CrossCheck Compliance LLC April 2009 - February 2010
Morgan Stanley Credit Corporation November 1988 - September 2008
morgan stanley 1988 - 2008
Skills
Mortgage Lending, Mortgage Banking, Credit, Banking, Risk Management, Loans, Credit Risk, Business Analysis, Consumer Lending, Financial Services, Mortgage Servicing, Portfolio Management, Financial Risk, Underwriting, Loan Origination, Finance, Credit Analysis, Operational Risk..., Financial Analysis, Residential Mortgages, Mortgage Underwriting, Loss Mitigation, Loan Servicing, FHA, Credit Cards, Retail Banking, AML, Refinance, Capital Markets, Due Diligence, Strategic Financial..., Asset Management, Fraud, Commercial Lending, Funding, Relationship Management, Commercial Banking
Education
Southern Illinois University, Carbondale 1976 — 1980
Discover Financial Services April 2013 - Present
Fannie Mae March 2010 - April 2013
CrossCheck Compliance LLC April 2009 - February 2010
Morgan Stanley Credit Corporation November 1988 - September 2008
morgan stanley 1988 - 2008
Skills
Mortgage Lending, Mortgage Banking, Credit, Banking, Risk Management, Loans, Credit Risk, Business Analysis, Consumer Lending, Financial Services, Mortgage Servicing, Portfolio Management, Financial Risk, Underwriting, Loan Origination, Finance, Credit Analysis, Operational Risk..., Financial Analysis, Residential Mortgages, Mortgage Underwriting, Loss Mitigation, Loan Servicing, FHA, Credit Cards, Retail Banking, AML, Refinance, Capital Markets, Due Diligence, Strategic Financial..., Asset Management, Fraud, Commercial Lending, Funding, Relationship Management, Commercial Banking
Education
Southern Illinois University, Carbondale 1976 — 1980
Kevin Lowry, CFA's Morgan Stanley Experience December 2002 - August 2003
Job Manager at TPG Capital
Industry Financial Services
Experience
TPG Capital April 2013 - Present
TPG Capital June 2010 - March 2013
HBK Capital Management August 2007 - June 2010
RBC Dain Rauscher May 2007 - August 2007
Morgan Stanley December 2002 - August 2003
Education
Southern Methodist University 2003 — 2007
B.B.A/B.S., Finance w/ emphasis in accounting and Economics w/Financial Applications
TPG Capital April 2013 - Present
TPG Capital June 2010 - March 2013
HBK Capital Management August 2007 - June 2010
RBC Dain Rauscher May 2007 - August 2007
Morgan Stanley December 2002 - August 2003
Education
Southern Methodist University 2003 — 2007
B.B.A/B.S., Finance w/ emphasis in accounting and Economics w/Financial Applications
Ron Caldwell Ron Caldwell's Morgan Stanley Experience 1997 - 2002
Job Vice President, Regional Sales Director at Salient Parters
Industry Financial Services
Experience
Salient Partners February 2014 - Present
William Blair & Company December 2011 - February 2014
Suburban Parent Magazine 2012 - 2014
Guggenheim Funds August 2009 - January 2012
Allianz Life 2008 - 2009
Invesco Ltd. June 2003 - April 2008
Invesco Aim 2003 - 2008
Morgan Stanley 1997 - 2002
Lord Abbett 1996 - 1997
Nuveen Investments 1987 - 1996
Skills
Series 7, Mutual Funds, Securities, Asset Management, Investments, Financial Planning, Asset Allocation, CIMA, Series 63, ETFs, Series 6, Wholesaling, Public Speaking, Series 65, Strategic Financial..., Equities, Portfolio Management, Hedge Funds, Wholesale, Separately Managed..., Alternative Investments, Investment Strategies, Wealth Management..., Wealth Management, 401k, Financial Services, Series 24, Financial Advisory, Uniform Combined State..., Retirement Planning, Life Insurance, Investment Advisory, Retirement, Fixed Income, FINRA, Estate Planning, Investment Management, Fixed Annuities, Bonds, Certified Financial..., IRAs, Wealth, Finance, Sales, Strategy, Financial Analysis, Relationship Management
Education
Southern Methodist University 1994 — 1996
MLA, liberal arts
The University of Texas at Austin 1978 — 1980
BBA, Finance
Carroll High 1974 — 1978
Salient Partners February 2014 - Present
William Blair & Company December 2011 - February 2014
Suburban Parent Magazine 2012 - 2014
Guggenheim Funds August 2009 - January 2012
Allianz Life 2008 - 2009
Invesco Ltd. June 2003 - April 2008
Invesco Aim 2003 - 2008
Morgan Stanley 1997 - 2002
Lord Abbett 1996 - 1997
Nuveen Investments 1987 - 1996
Skills
Series 7, Mutual Funds, Securities, Asset Management, Investments, Financial Planning, Asset Allocation, CIMA, Series 63, ETFs, Series 6, Wholesaling, Public Speaking, Series 65, Strategic Financial..., Equities, Portfolio Management, Hedge Funds, Wholesale, Separately Managed..., Alternative Investments, Investment Strategies, Wealth Management..., Wealth Management, 401k, Financial Services, Series 24, Financial Advisory, Uniform Combined State..., Retirement Planning, Life Insurance, Investment Advisory, Retirement, Fixed Income, FINRA, Estate Planning, Investment Management, Fixed Annuities, Bonds, Certified Financial..., IRAs, Wealth, Finance, Sales, Strategy, Financial Analysis, Relationship Management
Education
Southern Methodist University 1994 — 1996
MLA, liberal arts
The University of Texas at Austin 1978 — 1980
BBA, Finance
Carroll High 1974 — 1978
Andrew Paoni, MBA, AIF®, CFP®, CFA Andrew Paoni, MBA, AIF®, CFP®, CFA's Morgan Stanley Experience June 2004 - January 2007
Job CERTIFIED FINANCIAL PLANNER™ | Investment Advisor Representative | Chartered Financial Analyst
Industry Investment Management
Experience
Sikich January 2007 - Present
Morgan Stanley June 2004 - January 2007
Southern Illinois University, Edwardsville January 2003 - May 2003
Skills
Financial Planning, Asset Management, Wealth Management, Investments, Retirement Planning, College Education..., Private Equity, Hedge Funds, Alternative Investments, Strategic Financial..., Asset Managment, Estate Planning, Wealth Management..., Finance, Financial Services, Insurance, Investment Management, FINRA, 401k, Securities
Education
Southern Illinois University, Edwardsville 2002 — 2004
MBA-MIS, Business
University of Illinois Springfield 2000 — 2002
BS, Business Administration
Sikich January 2007 - Present
Morgan Stanley June 2004 - January 2007
Southern Illinois University, Edwardsville January 2003 - May 2003
Skills
Financial Planning, Asset Management, Wealth Management, Investments, Retirement Planning, College Education..., Private Equity, Hedge Funds, Alternative Investments, Strategic Financial..., Asset Managment, Estate Planning, Wealth Management..., Finance, Financial Services, Insurance, Investment Management, FINRA, 401k, Securities
Education
Southern Illinois University, Edwardsville 2002 — 2004
MBA-MIS, Business
University of Illinois Springfield 2000 — 2002
BS, Business Administration
Robert Vaughn, Jr Robert Vaughn, Jr's Morgan Stanley Experience June 2014 - August 2014
Job Business Development at Urban Oil & Gas Group
Industry Oil & Energy
Experience
Urban Oil & Gas Group June 2015 - Present
Morgan Stanley June 2014 - August 2014
Hunt Oil Company November 2011 - April 2013
Skills
Business Development, Petroleum Engineering, Production Engineering, Operations Management, Mergers & Acquisitions, Financial Modeling, Valuation, Artificial Lift Design, Minerals
Education
Southern Methodist University - Cox School of Business 2013 — 2015
Master of Business Administration (MBA), Energy Finance
The University of Texas at Austin 2006 — 2011
Petroleum Engineering
Culver Academies 2002 — 2006
St. Mark's School of Texas 1996 — 2002
Urban Oil & Gas Group June 2015 - Present
Morgan Stanley June 2014 - August 2014
Hunt Oil Company November 2011 - April 2013
Skills
Business Development, Petroleum Engineering, Production Engineering, Operations Management, Mergers & Acquisitions, Financial Modeling, Valuation, Artificial Lift Design, Minerals
Education
Southern Methodist University - Cox School of Business 2013 — 2015
Master of Business Administration (MBA), Energy Finance
The University of Texas at Austin 2006 — 2011
Petroleum Engineering
Culver Academies 2002 — 2006
St. Mark's School of Texas 1996 — 2002
Brandon Grover's Morgan Stanley Experience January 2014 - January 2015
Job Plant Manager
Industry Chemicals
Experience
Praxair April 2015 - Present
Morgan Stanley January 2014 - January 2015
United States Army June 2010 - January 2014
Skills
Military, Army, Combat, Military Experience, Security Clearance, Operational Planning, Military Operations, Leadership, Public Speaking, Microsoft Office, Management, Strategic Planning
Education
Southern Utah University 2008 — 2009
Bachelor of Science (BS), Business Management
Dixie State University 2007 — 2008
Associate of Science (AS), Business Administration and Management, General
Praxair April 2015 - Present
Morgan Stanley January 2014 - January 2015
United States Army June 2010 - January 2014
Skills
Military, Army, Combat, Military Experience, Security Clearance, Operational Planning, Military Operations, Leadership, Public Speaking, Microsoft Office, Management, Strategic Planning
Education
Southern Utah University 2008 — 2009
Bachelor of Science (BS), Business Management
Dixie State University 2007 — 2008
Associate of Science (AS), Business Administration and Management, General
Irisa Ona's Morgan Stanley Experience July 2012 - September 2013
Job Communications Intern at Dallas Arts District
Industry Design
Experience
Dallas Arts District January 2015 - May 2015
mustangconsulting April 2013 - May 2015
HackDFW October 2014 - March 2015
Southern Methodist University May 2014 - September 2014
Sq1 May 2014 - August 2014
Morgan Stanley July 2012 - September 2013
Skills
Advertising, Research, Strategic Communications, InDesign, Illustrator, Social Media Marketing, Graphic Design, Public Speaking
Education
Southern Methodist University 2011 — 2015
Bachelor’s Degree, Creative Advertising/Design and Communications Research
Regent's University London 2013 — 2013
Global Communications and International Advertising
Lewisville High School 2008 — 2011
High School Diploma with Honors
Dallas Arts District January 2015 - May 2015
mustangconsulting April 2013 - May 2015
HackDFW October 2014 - March 2015
Southern Methodist University May 2014 - September 2014
Sq1 May 2014 - August 2014
Morgan Stanley July 2012 - September 2013
Skills
Advertising, Research, Strategic Communications, InDesign, Illustrator, Social Media Marketing, Graphic Design, Public Speaking
Education
Southern Methodist University 2011 — 2015
Bachelor’s Degree, Creative Advertising/Design and Communications Research
Regent's University London 2013 — 2013
Global Communications and International Advertising
Lewisville High School 2008 — 2011
High School Diploma with Honors
Richard Frye Richard Frye's Morgan Stanley Experience July 2007 - July 2011
Job Consulting Services Supervisor at Montgomery Coscia Greilich LLP
Industry Financial Services
Experience
Montgomery Coscia Greilich LLP December 2014 - Present
CExchange LLC October 2011 - November 2014
GM Financial/AmeriCredit January 2011 - October 2011
Morgan Stanley July 2007 - July 2011
Fidelity Investments June 2006 - October 2006
AmeriCredit June 2005 - August 2005
Skills
Data Analysis, Forecasting, Microsoft Excel, VBA, SAS, Risk Management, SQL, Business Process..., Microsoft Office, Budgets, PowerPoint, Microsoft Word, Database Administration, Teamwork, Customer Service
Education
Southern Methodist University - Cox School of Business 2009 — 2011
Master of Business Administration, Finance
Texas Christian University - M.J. Neeley School of Business 2004 — 2007
BBA, Finance
Southlake Carroll High School
Montgomery Coscia Greilich LLP December 2014 - Present
CExchange LLC October 2011 - November 2014
GM Financial/AmeriCredit January 2011 - October 2011
Morgan Stanley July 2007 - July 2011
Fidelity Investments June 2006 - October 2006
AmeriCredit June 2005 - August 2005
Skills
Data Analysis, Forecasting, Microsoft Excel, VBA, SAS, Risk Management, SQL, Business Process..., Microsoft Office, Budgets, PowerPoint, Microsoft Word, Database Administration, Teamwork, Customer Service
Education
Southern Methodist University - Cox School of Business 2009 — 2011
Master of Business Administration, Finance
Texas Christian University - M.J. Neeley School of Business 2004 — 2007
BBA, Finance
Southlake Carroll High School
Bryan McCoy Bryan McCoy's Morgan Stanley Experience February 2003 - January 2006
Job Senior Managing Director at Mesirow Financial
Industry Financial Services
Experience
Mesirow Financial July 2008 - Present
UBS July 2006 - June 2008
Tahoma Capital January 2006 - July 2006
Morgan Stanley February 2003 - January 2006
Citi June 1991 - October 2002
Skills
Hedge Funds, Series 7, Securities, Series 63, Trading, Bonds, Alternative Investments, Asset Allocation, Fixed Income, Investments, Management, Investment Management, Fund Of Funds, FINRA, Investment Advisory
Education
University of Oregon 1987 — 1989
Bachelor of Science (BS), Political Science and Government
Southern Oregon University 1984 — 1986
Mesirow Financial July 2008 - Present
UBS July 2006 - June 2008
Tahoma Capital January 2006 - July 2006
Morgan Stanley February 2003 - January 2006
Citi June 1991 - October 2002
Skills
Hedge Funds, Series 7, Securities, Series 63, Trading, Bonds, Alternative Investments, Asset Allocation, Fixed Income, Investments, Management, Investment Management, Fund Of Funds, FINRA, Investment Advisory
Education
University of Oregon 1987 — 1989
Bachelor of Science (BS), Political Science and Government
Southern Oregon University 1984 — 1986
Phil Quist Phil Quist's Morgan Stanley Experience June 2011 - August 2012
Job Agent Trainee at Creative Artists Agency
Industry Entertainment
Experience
Creative Artists Agency April 2015 - Present
Creative Artists Agency October 2012 - March 2015
4AM DJs July 2012 - October 2012
Morgan Stanley June 2011 - August 2012
Rogers Healy and Associates June 2009 - May 2011
Morgan Stanley June 2010 - August 2010
Cogent Partners September 2009 - March 2010
Skills
Music Industry, A&R, Talent Scouting, Entertainment, Sports Management, Music Publishing, Talent Management, SNL, Financial Services, Valuation, Investment Banking, Financial Modeling, Financial Analysis, Electronic Music
Education
Southern Methodist University 2007 — 2011
BBA, Finance, 3.8 GPA
Creative Artists Agency April 2015 - Present
Creative Artists Agency October 2012 - March 2015
4AM DJs July 2012 - October 2012
Morgan Stanley June 2011 - August 2012
Rogers Healy and Associates June 2009 - May 2011
Morgan Stanley June 2010 - August 2010
Cogent Partners September 2009 - March 2010
Skills
Music Industry, A&R, Talent Scouting, Entertainment, Sports Management, Music Publishing, Talent Management, SNL, Financial Services, Valuation, Investment Banking, Financial Modeling, Financial Analysis, Electronic Music
Education
Southern Methodist University 2007 — 2011
BBA, Finance, 3.8 GPA
Michelle Coe's Morgan Stanley Experience March 2004 - March 2005
Job PresidentFuturewerks LLC , Executive Director Futurewerks Research Group Inc.
Industry Renewables & Environment
Experience
Futurewerks LLC September 2011 - Present
Michelle Y. Coe June 1993 - Present
Morgan Stanley March 2004 - March 2005
DHL January 1991 - January 1993
NNR Global Logistics January 1989 - January 1991
BAX Global January 1988 - January 1990
Skills
Management, Marketing,..., Business Development, New Business Development, Commercial Real Estate, Investment Properties, Management, Marketing Strategy, Contract Negotiation, Real Estate, Residential Homes, Sales Operations, Selling, Sales Management, Negotiation, Sales, Marketing, Leadership, Property Management, Team Building, Training, Property, Mergers & Acquisitions, Sellers, Real Estate Transactions, Brokerage, Real Estate Development, Investments, Small Business, Investors, Valuation, Real Property, Entrepreneurship, Leases, Foreclosures, Due Diligence, Real Estate Economics, Market Analysis, Condos, Relocation, Single Family Homes, Asset Management, Short Sales, Referrals, REO, Finance, Land Acquisition, Rentals, Real Estate Financing, International Sales, Luxury
Education
North Central
Southern New Hampshire University
MBA
Trident University International
Bachelor of Science (B.S.), Business Administration; Global Management, 3.8
Futurewerks LLC September 2011 - Present
Michelle Y. Coe June 1993 - Present
Morgan Stanley March 2004 - March 2005
DHL January 1991 - January 1993
NNR Global Logistics January 1989 - January 1991
BAX Global January 1988 - January 1990
Skills
Management, Marketing,..., Business Development, New Business Development, Commercial Real Estate, Investment Properties, Management, Marketing Strategy, Contract Negotiation, Real Estate, Residential Homes, Sales Operations, Selling, Sales Management, Negotiation, Sales, Marketing, Leadership, Property Management, Team Building, Training, Property, Mergers & Acquisitions, Sellers, Real Estate Transactions, Brokerage, Real Estate Development, Investments, Small Business, Investors, Valuation, Real Property, Entrepreneurship, Leases, Foreclosures, Due Diligence, Real Estate Economics, Market Analysis, Condos, Relocation, Single Family Homes, Asset Management, Short Sales, Referrals, REO, Finance, Land Acquisition, Rentals, Real Estate Financing, International Sales, Luxury
Education
North Central
Southern New Hampshire University
MBA
Trident University International
Bachelor of Science (B.S.), Business Administration; Global Management, 3.8
John Lighty's Morgan Stanley Experience March 2013 - December 2013
Job Portfolio Manager Associate at U.S. Trust
Industry Investment Management
Experience
U.S. Trust June 2015 - Present
Jefferson Bank March 2015 - May 2015
Jefferson Bank February 2014 - March 2015
Morgan Stanley March 2013 - December 2013
Skills
Analysis, Microsoft Office, Financial Analysis, Research, Data Analysis, Microsoft Excel, Bloomberg Terminal, Morningstar, Strategic Planning, Attribution Analysis, Manager Selection, Factor Regression..., Portfolio Management
Education
St. Mary's University 2012 — 2013
Master of Business Administration (MBA)
Southern Methodist University 2008 — 2012
Bachelor of Science (B.S.), Economics with Finance Applications
U.S. Trust June 2015 - Present
Jefferson Bank March 2015 - May 2015
Jefferson Bank February 2014 - March 2015
Morgan Stanley March 2013 - December 2013
Skills
Analysis, Microsoft Office, Financial Analysis, Research, Data Analysis, Microsoft Excel, Bloomberg Terminal, Morningstar, Strategic Planning, Attribution Analysis, Manager Selection, Factor Regression..., Portfolio Management
Education
St. Mary's University 2012 — 2013
Master of Business Administration (MBA)
Southern Methodist University 2008 — 2012
Bachelor of Science (B.S.), Economics with Finance Applications
Jamie Turturici Jamie Turturici's Morgan Stanley Experience October 2009 - July 2010
Job Managing Director at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan August 2010 - Present
Morgan Stanley October 2009 - July 2010
Millennium Management, LLC March 2009 - October 2009
Morgan Stanley January 2008 - March 2009
Morgan Stanley August 2003 - December 2007
Banc of America Securities (Formerly Montgomery Securities) January 1998 - August 2003
Association of Tennis Professionals ("ATP") Tour June 1994 - November 1997
Skills
Hedge Funds, Proprietary Trading, Portfolio Management, Equities, Securities, Investments, Alternative Investments, Capital Markets, Asset Management
Education
Southern Methodist University 1991 — 1994
J.P. Morgan August 2010 - Present
Morgan Stanley October 2009 - July 2010
Millennium Management, LLC March 2009 - October 2009
Morgan Stanley January 2008 - March 2009
Morgan Stanley August 2003 - December 2007
Banc of America Securities (Formerly Montgomery Securities) January 1998 - August 2003
Association of Tennis Professionals ("ATP") Tour June 1994 - November 1997
Skills
Hedge Funds, Proprietary Trading, Portfolio Management, Equities, Securities, Investments, Alternative Investments, Capital Markets, Asset Management
Education
Southern Methodist University 1991 — 1994
Mohammad Talha Khan Mohammad Talha Khan's Morgan Stanley Experience May 2009 - July 2009
Job NYU Stern MBA Candidate 2017
Industry Investment Management
Experience
NYU Stern School of Business August 2015 - Present
ORIX Americas October 2014 - July 2015
ORIX Americas June 2013 - September 2014
ORIX Americas June 2011 - June 2013
Morgan Stanley May 2009 - July 2009
Aegis Capital Group August 2008 - May 2009
Skills
Excel, PowerPoint, Word, Mobile Devices, Mobile Technology, Financial Analysis, Financial Reporting, Financial Modeling, Industry Analysis, Financial Accounting, Credit Analysis, Leveraged Finance, Securities, Corporate Finance, Business Valuation, LBO, Debt, Microsoft Word, Microsoft Excel, Bloomberg, Due Diligence, Capital Markets, Competitive Analysis, Equities, Portfolio Management, Risk Management, Strategy, Valuation
Education
New York University - Leonard N. Stern School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Southern Methodist University 2007 — 2010
Bachelor of Business Administration, Finance
NYU Stern School of Business August 2015 - Present
ORIX Americas October 2014 - July 2015
ORIX Americas June 2013 - September 2014
ORIX Americas June 2011 - June 2013
Morgan Stanley May 2009 - July 2009
Aegis Capital Group August 2008 - May 2009
Skills
Excel, PowerPoint, Word, Mobile Devices, Mobile Technology, Financial Analysis, Financial Reporting, Financial Modeling, Industry Analysis, Financial Accounting, Credit Analysis, Leveraged Finance, Securities, Corporate Finance, Business Valuation, LBO, Debt, Microsoft Word, Microsoft Excel, Bloomberg, Due Diligence, Capital Markets, Competitive Analysis, Equities, Portfolio Management, Risk Management, Strategy, Valuation
Education
New York University - Leonard N. Stern School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Southern Methodist University 2007 — 2010
Bachelor of Business Administration, Finance
Alex Menzel's Morgan Stanley Experience June 2012 - August 2012
Job Investor Relations Business Analyst at Santander Consumer USA Inc.
Industry Financial Services
Experience
Santander Consumer USA Inc. June 2015 - Present
Lennox International June 2014 - August 2014
Hilliard Lyons June 2013 - January 2014
Morgan Stanley June 2012 - August 2012
Louisville Boat Club May 2011 - August 2012
Menzel Tennis Instruction May 2011 - August 2012
Education
Southern Methodist University - Cox School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance
duPont Manual High School - Louisville, Kentucky 2007 — 2011
Diploma - Advanced Program
Santander Consumer USA Inc. June 2015 - Present
Lennox International June 2014 - August 2014
Hilliard Lyons June 2013 - January 2014
Morgan Stanley June 2012 - August 2012
Louisville Boat Club May 2011 - August 2012
Menzel Tennis Instruction May 2011 - August 2012
Education
Southern Methodist University - Cox School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance
duPont Manual High School - Louisville, Kentucky 2007 — 2011
Diploma - Advanced Program
Venkatavaradhan Viswanathan Venkatavaradhan Viswanathan's Morgan Stanley Experience 2013 - 2013
Job Senior Enterprise Architect at Community Health Services
Industry Computer Software
Experience
CHS August 2014 - Present
TCS America November 2012 - Present
Ruminex Inc April 2009 - Present
Morgan Stanley 2013 - 2013
Comcast Cable 2012 - 2013
Infosys 2009 - 2011
SAP November 2007 - March 2009
IBM June 2006 - November 2007
DG Systems, Inc November 2003 - June 2006
UDT Consulting, Inc March 1998 - November 2003
Skills
Big Data, Hadoop, Hive, Pig, HBase, Cassandra, Core Java, Team Management, Project Delivery, Cloud Computing, Unix Shell Scripting, Staffing Services, Project Management, Program Management, Executive Positions, Teradata, Teradata Aster, SOA, Business Analysis, Informatica, Solution Architecture, Integration, Consulting, SDLC, Java Enterprise Edition, Business Intelligence, Requirements Analysis, Enterprise Architecture
Education
Southern Methodist University 2001 — 2003
Masters, Computer Science
NIIT 1989 — 1994
GNIIT (Software-Exports), Software Engineering
CHS August 2014 - Present
TCS America November 2012 - Present
Ruminex Inc April 2009 - Present
Morgan Stanley 2013 - 2013
Comcast Cable 2012 - 2013
Infosys 2009 - 2011
SAP November 2007 - March 2009
IBM June 2006 - November 2007
DG Systems, Inc November 2003 - June 2006
UDT Consulting, Inc March 1998 - November 2003
Skills
Big Data, Hadoop, Hive, Pig, HBase, Cassandra, Core Java, Team Management, Project Delivery, Cloud Computing, Unix Shell Scripting, Staffing Services, Project Management, Program Management, Executive Positions, Teradata, Teradata Aster, SOA, Business Analysis, Informatica, Solution Architecture, Integration, Consulting, SDLC, Java Enterprise Edition, Business Intelligence, Requirements Analysis, Enterprise Architecture
Education
Southern Methodist University 2001 — 2003
Masters, Computer Science
NIIT 1989 — 1994
GNIIT (Software-Exports), Software Engineering
Harold Pierce Harold Pierce's Morgan Stanley Experience November 1992 - Present
Job Financial Advisor Branch Manager at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley November 1992 - Present
Skills
Finance, Microsoft Office, Sales, Marketing
Education
Southern Oregon University 1965 — 1970
Grants Pass High School 1965 — 1969
High School, General
Morgan Stanley November 1992 - Present
Skills
Finance, Microsoft Office, Sales, Marketing
Education
Southern Oregon University 1965 — 1970
Grants Pass High School 1965 — 1969
High School, General
Philip Bernardo Philip Bernardo's Morgan Stanley Experience August 2011 - April 2012
Job Revenue Management Analyst at Universal Orlando Resort
Industry Hospitality
Experience
Universal Orlando Resort August 2015 - Present
InnVentures IVI LP February 2015 - June 2015
Marriott Hotels July 2014 - February 2015
Morgan Stanley August 2011 - April 2012
Tampa Bay Lightning August 2009 - April 2010
Walt Disney World Swan and Dolphin April 2009 - February 2010
Hatfield Ice April 2005 - August 2008
Skills
Sales, Management, Hockey, Microsoft Excel, Sports, Coaching, Customer Service, Access, Uniform Combined State..., Sports Marketing, Sports Management, Travel Management, Leadership, Marketing, Event Management, Life & Health Insurance..., Data Analysis, Ice Hockey, Property & Casualty..., Team Building, Training, Relationship Building, Hotel Management, Microsoft Office, Hotel Revenue Management, Food and Beverage..., Accounts Receivable, Social Media
Education
Southern New Hampshire University 2011 — 2014
MBA, Entrepreneurship/Entrepreneurial Studies
Southern New Hampshire University 2009 — 2011
B.S, Accounting/Finance
University of Central Florida 2008 — 2009
Hospitality Administration/Management
Universal Orlando Resort August 2015 - Present
InnVentures IVI LP February 2015 - June 2015
Marriott Hotels July 2014 - February 2015
Morgan Stanley August 2011 - April 2012
Tampa Bay Lightning August 2009 - April 2010
Walt Disney World Swan and Dolphin April 2009 - February 2010
Hatfield Ice April 2005 - August 2008
Skills
Sales, Management, Hockey, Microsoft Excel, Sports, Coaching, Customer Service, Access, Uniform Combined State..., Sports Marketing, Sports Management, Travel Management, Leadership, Marketing, Event Management, Life & Health Insurance..., Data Analysis, Ice Hockey, Property & Casualty..., Team Building, Training, Relationship Building, Hotel Management, Microsoft Office, Hotel Revenue Management, Food and Beverage..., Accounts Receivable, Social Media
Education
Southern New Hampshire University 2011 — 2014
MBA, Entrepreneurship/Entrepreneurial Studies
Southern New Hampshire University 2009 — 2011
B.S, Accounting/Finance
University of Central Florida 2008 — 2009
Hospitality Administration/Management
Preston Cannon Preston Cannon's Morgan Stanley Experience May 2005 - August 2005
Job Global Brokerage at CB Richard Ellis
Industry Real Estate
Experience
CB Richard Ellis April 2007 - Present
Morgan Stanley May 2005 - August 2005
Reckson Associates May 2004 - August 2004
Reckson Associates May 2002 - August 2004
Education
Southern Methodist University 2002 — 2006
Bachelor of Arts, Political Science; Media; Politics, Sociology, Anthropology, Macro Economics, Micro Economics
CB Richard Ellis April 2007 - Present
Morgan Stanley May 2005 - August 2005
Reckson Associates May 2004 - August 2004
Reckson Associates May 2002 - August 2004
Education
Southern Methodist University 2002 — 2006
Bachelor of Arts, Political Science; Media; Politics, Sociology, Anthropology, Macro Economics, Micro Economics
Matt Gunnar Cheldelin Matt Gunnar Cheldelin's Morgan Stanley Experience July 2002 - April 2005
Job
Industry Online Media
Experience
International Game Technology May 2012 - Present
FarmLocals.com January 2012 - Present
Valtus Capital Group May 2011 - May 2012
State Farm January 2010 - May 2011
MGM Resorts International December 2006 - August 2010
Morgan Stanley July 2002 - April 2005
Cornell University, Institute for Workplace Studies January 2001 - May 2002
Skills
Financial Modeling, Strategic Planning, Business Strategy, Finance, Research, Start-ups, Strategy, Small Business, Mergers & Acquisitions, Corporate Finance, Forecasting, Due Diligence, Management Consulting, Strategic Partnerships, Financial Analysis, Leadership, Management, Budgets, Team Building
Education
CORNELL UNIVERSITY, School of Industrial and Labor
Bachelor of Science
Southern Methodist University - Cox School of Business
International Game Technology May 2012 - Present
FarmLocals.com January 2012 - Present
Valtus Capital Group May 2011 - May 2012
State Farm January 2010 - May 2011
MGM Resorts International December 2006 - August 2010
Morgan Stanley July 2002 - April 2005
Cornell University, Institute for Workplace Studies January 2001 - May 2002
Skills
Financial Modeling, Strategic Planning, Business Strategy, Finance, Research, Start-ups, Strategy, Small Business, Mergers & Acquisitions, Corporate Finance, Forecasting, Due Diligence, Management Consulting, Strategic Partnerships, Financial Analysis, Leadership, Management, Budgets, Team Building
Education
CORNELL UNIVERSITY, School of Industrial and Labor
Bachelor of Science
Southern Methodist University - Cox School of Business
Duane Graham Duane Graham's Morgan Stanley Experience November 1999 - June 2004
Job Director, Enterprise Services at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial March 2014 - Present
E*TRADE Financial September 2013 - Present
E*TRADE Financial November 2007 - September 2013
Spanlink Communications October 2006 - November 2007
eLoyalty 2004 - 2006
Morgan Stanley November 1999 - June 2004
US Navy May 1992 - November 1999
Skills
Cisco Technologies, Unified Communications, Cloud Computing, Cisco Call Manager, Data Center, VoIP, Telecommunications, Call Center, Business Transformation, Call Centers, SaaS, Vendor Management, Integration, Disaster Recovery, Security, Enterprise Software, Program Management, IT Strategy, Business Continuity, System Deployment, Process Improvement, Managed Services, SDLC, IT Management, Virtualization, PMP, ITIL, IT Operations, Professional Services, Enterprise Architecture
Education
Southern Illinois University, Carbondale 1993 — 1996
Bachelor of Science (BS), Health/Health Care Administration/Management
Robein
E*TRADE Financial March 2014 - Present
E*TRADE Financial September 2013 - Present
E*TRADE Financial November 2007 - September 2013
Spanlink Communications October 2006 - November 2007
eLoyalty 2004 - 2006
Morgan Stanley November 1999 - June 2004
US Navy May 1992 - November 1999
Skills
Cisco Technologies, Unified Communications, Cloud Computing, Cisco Call Manager, Data Center, VoIP, Telecommunications, Call Center, Business Transformation, Call Centers, SaaS, Vendor Management, Integration, Disaster Recovery, Security, Enterprise Software, Program Management, IT Strategy, Business Continuity, System Deployment, Process Improvement, Managed Services, SDLC, IT Management, Virtualization, PMP, ITIL, IT Operations, Professional Services, Enterprise Architecture
Education
Southern Illinois University, Carbondale 1993 — 1996
Bachelor of Science (BS), Health/Health Care Administration/Management
Robein
David Yankura David Yankura's Morgan Stanley Experience February 2006 - June 2007
Job IT Director, Data Management & Reporting at ING U.S.
Industry Information Technology and Services
Experience
Voya Financial October 2013 - Present
ING U.S. February 2013 - Present
Omnicom Media Group June 2007 - April 2012
Morgan Stanley February 2006 - June 2007
Morgan Stanley January 2005 - February 2006
Morgan Stanley August 2000 - December 2004
Tickets.com August 1993 - August 2000
Bass Tickets 1998 - 1999
Skills
Data Warehousing, Business Intelligence, Databases, Data Mining, ETL, DB2, Microsoft SQL Server, SDLC, SQL, Unix
Education
Southern Connecticut State University 1990 — 1993
BSCS, Computer Science
Voya Financial October 2013 - Present
ING U.S. February 2013 - Present
Omnicom Media Group June 2007 - April 2012
Morgan Stanley February 2006 - June 2007
Morgan Stanley January 2005 - February 2006
Morgan Stanley August 2000 - December 2004
Tickets.com August 1993 - August 2000
Bass Tickets 1998 - 1999
Skills
Data Warehousing, Business Intelligence, Databases, Data Mining, ETL, DB2, Microsoft SQL Server, SDLC, SQL, Unix
Education
Southern Connecticut State University 1990 — 1993
BSCS, Computer Science
Susan Sci Susan Sci's Morgan Stanley Experience 1987 - 1994
Job Managing Principal at Capco
Industry Financial Services
Experience
Capco 2011 - Present
FPS Consulting Inc. February 2011 - September 2011
Nomura February 2011 - July 2011
JPMorgan Chase 2008 - 2010
Nomura Securities International 2006 - 2008
Deutsche Bank Securities 1998 - 2005
Deutsche Bank Securities 1998 - 2001
NatWest Markets 1994 - 1998
Morgan Stanley 1987 - 1994
Skills
Vendor Management, Change Management, Equities, Back Office, PMO, Program Management, Stakeholder Management, Acquisition Integration, Information Systems, SDLC, Risk Management, Mutual Funds, Cross-functional Team..., Derivatives, Fixed Income, Business Process, Middle Office, Banking, Management Consulting, Capital Markets, Portfolio Management, Business Transformation, Financial Services, Strategy
Education
Southern New Hampshire University 1982 — 1985
BS, Economics/Finance
Capco 2011 - Present
FPS Consulting Inc. February 2011 - September 2011
Nomura February 2011 - July 2011
JPMorgan Chase 2008 - 2010
Nomura Securities International 2006 - 2008
Deutsche Bank Securities 1998 - 2005
Deutsche Bank Securities 1998 - 2001
NatWest Markets 1994 - 1998
Morgan Stanley 1987 - 1994
Skills
Vendor Management, Change Management, Equities, Back Office, PMO, Program Management, Stakeholder Management, Acquisition Integration, Information Systems, SDLC, Risk Management, Mutual Funds, Cross-functional Team..., Derivatives, Fixed Income, Business Process, Middle Office, Banking, Management Consulting, Capital Markets, Portfolio Management, Business Transformation, Financial Services, Strategy
Education
Southern New Hampshire University 1982 — 1985
BS, Economics/Finance
David Fearheller's Morgan Stanley Experience 1983 - 1987
Job Independent Investment Advisory and Business Consulting Services
Industry Accounting
Experience
Fearheller Advisors November 2007 - Present
Readylink Healthcare October 2006 - October 2007
Contempo Homes, Inc. November 2004 - August 2006
ITG Centers, Inc. 2003 - 2004
ClearPath, Inc. 2000 - 2003
Discovery Staffing, Inc. 1991 - 2000
RBC Dain Rauscher 1987 - 1991
Morgan Stanley 1983 - 1987
Dean Witter 1983 - 1987
Skills
OuickBooks Pro Advisor, Registered Investment..., Mergers, Financial Reporting, Tax, Auditing, Corporate Finance, Business Planning, Strategic Planning, Start-ups, Accounting, IPO, Financial Analysis, Budgeting, Due Diligence, Internal Controls, Financial Modeling, Forecasting, Financial Accounting, Financial Management, SEC reporting, Cost Accounting, Mergers & Acquisitions, Management Consulting, Finance, Management, Strategy, Leadership, Financial Planning, Business Development, Executive Management, Managerial Finance
Education
Southern Methodist University
BBA, Business and Accounting
University of Wisconsin-Madison
MBA, Finance, Accounting
Fearheller Advisors November 2007 - Present
Readylink Healthcare October 2006 - October 2007
Contempo Homes, Inc. November 2004 - August 2006
ITG Centers, Inc. 2003 - 2004
ClearPath, Inc. 2000 - 2003
Discovery Staffing, Inc. 1991 - 2000
RBC Dain Rauscher 1987 - 1991
Morgan Stanley 1983 - 1987
Dean Witter 1983 - 1987
Skills
OuickBooks Pro Advisor, Registered Investment..., Mergers, Financial Reporting, Tax, Auditing, Corporate Finance, Business Planning, Strategic Planning, Start-ups, Accounting, IPO, Financial Analysis, Budgeting, Due Diligence, Internal Controls, Financial Modeling, Forecasting, Financial Accounting, Financial Management, SEC reporting, Cost Accounting, Mergers & Acquisitions, Management Consulting, Finance, Management, Strategy, Leadership, Financial Planning, Business Development, Executive Management, Managerial Finance
Education
Southern Methodist University
BBA, Business and Accounting
University of Wisconsin-Madison
MBA, Finance, Accounting
Michael Ondruska Michael Ondruska's Morgan Stanley Experience August 1999 - January 2005
Job Corporate Risk Solutions Professional
Industry Financial Services
Experience
Goldman Sachs August 2014 - Present
Lloyds Banking Group January 2010 - September 2013
Merrill Lynch April 2006 - February 2009
Morgan Stanley August 1999 - January 2005
Morgan Stanley July 1998 - September 1998
Skills
Capital Markets, Derivatives, Fixed Income, Investment Banking, Interest Rate..., Credit Derivatives, Structured Finance, Hedge Funds, Structured Products, Equities, Portfolio Management, Options, Financial Modeling, Swaps, FX Options, Financial Structuring, Corporate Finance, Bloomberg, Trading, Valuation, Strategy, Risk Management, Hedging, Banking, Financial Markets, Securitization, Commodity, Credit, Finance, ABS
Education
Southern Methodist University - Cox School of Business 1995 — 1999
Bachelor of Business Administration in Finance, Finance, Economics, German
Munich International School 1991 — 1995
International Baccalaureate, Physics, Mathematics, Geography
Goldman Sachs August 2014 - Present
Lloyds Banking Group January 2010 - September 2013
Merrill Lynch April 2006 - February 2009
Morgan Stanley August 1999 - January 2005
Morgan Stanley July 1998 - September 1998
Skills
Capital Markets, Derivatives, Fixed Income, Investment Banking, Interest Rate..., Credit Derivatives, Structured Finance, Hedge Funds, Structured Products, Equities, Portfolio Management, Options, Financial Modeling, Swaps, FX Options, Financial Structuring, Corporate Finance, Bloomberg, Trading, Valuation, Strategy, Risk Management, Hedging, Banking, Financial Markets, Securitization, Commodity, Credit, Finance, ABS
Education
Southern Methodist University - Cox School of Business 1995 — 1999
Bachelor of Business Administration in Finance, Finance, Economics, German
Munich International School 1991 — 1995
International Baccalaureate, Physics, Mathematics, Geography
Thaddeus Heggeness's Morgan Stanley Experience August 2013 — September 2014
Job Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management April 2015 — Present
Morgan Stanley August 2013 — September 2014
Straight Talk Productions June 2006 — November 2011
Education
Southern Methodist University 2007 — 2011
Bachelor’s Degree, Economics
RBC Wealth Management April 2015 — Present
Morgan Stanley August 2013 — September 2014
Straight Talk Productions June 2006 — November 2011
Education
Southern Methodist University 2007 — 2011
Bachelor’s Degree, Economics
Peter Ianace's Morgan Stanley Experience 2004 - October 2011
Job Senior Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2011 - Present
Morgan Stanley 2004 - October 2011
AG Edwards & Sons May 1998 - April 2004
Skills
Alternative Investments, Wealth Management, Investment Strategies, Portfolio Management, Estate Planning, Due Diligence, Financial Services, Asset Managment, Asset Allocation, Investment Advisory, Retirement Planning, Strategic Financial..., Risk Management, Separately Managed..., Commercial Lending, Derivatives, Credit, Loans, ETFs, Wealth Management..., Structured Products, Options, Financial Markets, Finance
Education
Wharton School of Business 2005 — 2006
Southern Methodist University - Cox School of Business 1997 — 1998
Bachelor of Science (BS), Finance
Merrill Lynch October 2011 - Present
Morgan Stanley 2004 - October 2011
AG Edwards & Sons May 1998 - April 2004
Skills
Alternative Investments, Wealth Management, Investment Strategies, Portfolio Management, Estate Planning, Due Diligence, Financial Services, Asset Managment, Asset Allocation, Investment Advisory, Retirement Planning, Strategic Financial..., Risk Management, Separately Managed..., Commercial Lending, Derivatives, Credit, Loans, ETFs, Wealth Management..., Structured Products, Options, Financial Markets, Finance
Education
Wharton School of Business 2005 — 2006
Southern Methodist University - Cox School of Business 1997 — 1998
Bachelor of Science (BS), Finance
Andrey Naumov's Morgan Stanley Experience December 2007 - Present
Job Code Monkey
Industry Computer Software
Experience
Morgan Stanley December 2007 - Present
Ana-Data Consulting February 2006 - December 2007
AIG Global Investment Group January 2007 - November 2007
Merrill Lynch March 2006 - December 2006
iGate Corp February 2005 - February 2006
DogBreath Software, Inc January 2003 - February 2005
TDO Software January 2003 - February 2005
NTR Lab December 2001 - April 2003
Urbantech March 1995 - February 2001
Южуралтехкомплект March 1995 - February 2001
Skills
.NET, C#, JavaScript, WCF, ASP.NET, Microsoft SQL Server, Software Development, Agile Methodologies, AJAX, Ext JS, LINQ, ML, R, Scheme, SharePoint, SQL, Sybase, Sybase Adaptive Server, Visual Studio, Web Services, WPF, XML, Oracle
Education
Coursera 2013 — 2014
Learning Freak
South Ural State University (SUSU) 1991 — 1997
Master of Science, Computer Science and Engineering
South Ural State University (SUSU) 1991 — 1995
Bachelor of Science, System Analysis and Control
Morgan Stanley December 2007 - Present
Ana-Data Consulting February 2006 - December 2007
AIG Global Investment Group January 2007 - November 2007
Merrill Lynch March 2006 - December 2006
iGate Corp February 2005 - February 2006
DogBreath Software, Inc January 2003 - February 2005
TDO Software January 2003 - February 2005
NTR Lab December 2001 - April 2003
Urbantech March 1995 - February 2001
Южуралтехкомплект March 1995 - February 2001
Skills
.NET, C#, JavaScript, WCF, ASP.NET, Microsoft SQL Server, Software Development, Agile Methodologies, AJAX, Ext JS, LINQ, ML, R, Scheme, SharePoint, SQL, Sybase, Sybase Adaptive Server, Visual Studio, Web Services, WPF, XML, Oracle
Education
Coursera 2013 — 2014
Learning Freak
South Ural State University (SUSU) 1991 — 1997
Master of Science, Computer Science and Engineering
South Ural State University (SUSU) 1991 — 1995
Bachelor of Science, System Analysis and Control
Jeffery P. (Jeff) Paulsen's Morgan Stanley Experience July 2002 - May 2006
Job Senior Vice President, Complex Manager, Private Client Group, at Janney Montgomery Scott, LLC
Industry Financial Services
Experience
Janney Montgomery Scott, LLC 2010 - Present
Wells Fargo Advisors, LLC July 2008 - July 2010
Wachovia Securities August 2006 - July 2008
Morgan Stanley July 2002 - May 2006
Skills
Wealth Management, Mutual Funds, Retirement Planning, Securities, Asset Allocation, Series 7, Investment Advisory, Series 63, Series 24, Series 65, Investment Strategies, Retirement, Alternative Investments, Financial Advisory, FINRA
Education
Southern Illinois University, Carbondale 1977 — 1978
Master of Science incomplete, Physical Education, Did not graduate
Southern Illinois University, Carbondale 1973 — 1977
BS, Education
University of Pennsylvania
Wharton School of Executive Education, Morgan Stanley Senior Management Development Program
Janney Montgomery Scott, LLC 2010 - Present
Wells Fargo Advisors, LLC July 2008 - July 2010
Wachovia Securities August 2006 - July 2008
Morgan Stanley July 2002 - May 2006
Skills
Wealth Management, Mutual Funds, Retirement Planning, Securities, Asset Allocation, Series 7, Investment Advisory, Series 63, Series 24, Series 65, Investment Strategies, Retirement, Alternative Investments, Financial Advisory, FINRA
Education
Southern Illinois University, Carbondale 1977 — 1978
Master of Science incomplete, Physical Education, Did not graduate
Southern Illinois University, Carbondale 1973 — 1977
BS, Education
University of Pennsylvania
Wharton School of Executive Education, Morgan Stanley Senior Management Development Program
Anna Shakaryants's Morgan Stanley Experience July 2006 - Present
Job Project Delivery Manager at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley July 2006 - Present
Citigroup March 2002 - July 2006
Citigroup January 2000 - February 2002
National Quotation Bureau (PinkSheets) September 1998 - December 1999
IFMG February 1998 - September 1998
MDS Securities/Bankmark (Conseco) November 1996 - February 1998
Skills
Data Warehousing, Banking, Securities, Teradata, Finance, Vendor Management, Erwin, Databases, Informatica, ETL, CRM, Business Requirements, IT Strategy, SDLC, Requirements Gathering, Analytics, Change Management, PL/SQL, Software Project..., Unix, Agile Methodologies, Oracle, Architecture, Business Analysis, Financial Services, Enterprise Architecture, Data Modeling, PMO, Requirements Analysis, Sybase, Integration, Database Design, Project Portfolio..., Business Intelligence, Visio, Solution Architecture, IT Management, Trading Systems
Education
Southern Federal University (former Rostov State University) 1989 — 1994
Master of Science (M.S.), Mathematics and Computer Science
Morgan Stanley July 2006 - Present
Citigroup March 2002 - July 2006
Citigroup January 2000 - February 2002
National Quotation Bureau (PinkSheets) September 1998 - December 1999
IFMG February 1998 - September 1998
MDS Securities/Bankmark (Conseco) November 1996 - February 1998
Skills
Data Warehousing, Banking, Securities, Teradata, Finance, Vendor Management, Erwin, Databases, Informatica, ETL, CRM, Business Requirements, IT Strategy, SDLC, Requirements Gathering, Analytics, Change Management, PL/SQL, Software Project..., Unix, Agile Methodologies, Oracle, Architecture, Business Analysis, Financial Services, Enterprise Architecture, Data Modeling, PMO, Requirements Analysis, Sybase, Integration, Database Design, Project Portfolio..., Business Intelligence, Visio, Solution Architecture, IT Management, Trading Systems
Education
Southern Federal University (former Rostov State University) 1989 — 1994
Master of Science (M.S.), Mathematics and Computer Science
Hena Paulrajan's Morgan Stanley Experience August 2010 - Present
Job
Industry Financial Services
Experience
Morgan Stanley August 2010 - Present
Skills
Portfolio Management, Asset Management, Banking, SDLC, Business Analysis, Financial Services, Risk Management
Education
Southern New Hampshire University 2004 — 2005
MS, International Business
University of Madras 1998 — 2000
MCA, computer application
Institute for Technology and Management 1996 — 1999
MBA, Finance
Morgan Stanley August 2010 - Present
Skills
Portfolio Management, Asset Management, Banking, SDLC, Business Analysis, Financial Services, Risk Management
Education
Southern New Hampshire University 2004 — 2005
MS, International Business
University of Madras 1998 — 2000
MCA, computer application
Institute for Technology and Management 1996 — 1999
MBA, Finance
Sheila Bonner's Morgan Stanley Experience December 2001 - August 2004
Job VP, Shopper Marketing at Dr Pepper Snapple Group
Industry Food & Beverages
Experience
Dr Pepper Snapple Group November 2014 - Present
Dr Pepper Snapple Group June 2013 - November 2014
Dr Pepper Snapple Group May 2010 - June 2013
Dr Pepper Snapple Group September 2008 - May 2010
FedEx Kinko's April 2006 - September 2008
FedEx Kinko's August 2004 - April 2006
Morgan Stanley December 2001 - August 2004
Skills
Process Improvement, Cross-functional Team..., Strategic Planning, Leadership, Team Leadership, Business Strategy, Business Planning, Business Process..., Analysis, Financial Analysis, Data Analysis, Management, Change Management, Analytics, Product Development, Strategy
Education
Southern Methodist University - Cox School of Business 2005 — 2007
MBA, General
Southern Methodist University - Cox School of Business 1998 — 2001
BBA, Finance
Dr Pepper Snapple Group November 2014 - Present
Dr Pepper Snapple Group June 2013 - November 2014
Dr Pepper Snapple Group May 2010 - June 2013
Dr Pepper Snapple Group September 2008 - May 2010
FedEx Kinko's April 2006 - September 2008
FedEx Kinko's August 2004 - April 2006
Morgan Stanley December 2001 - August 2004
Skills
Process Improvement, Cross-functional Team..., Strategic Planning, Leadership, Team Leadership, Business Strategy, Business Planning, Business Process..., Analysis, Financial Analysis, Data Analysis, Management, Change Management, Analytics, Product Development, Strategy
Education
Southern Methodist University - Cox School of Business 2005 — 2007
MBA, General
Southern Methodist University - Cox School of Business 1998 — 2001
BBA, Finance
Casey O'Brien's Morgan Stanley Experience May 2008 - August 2008
Job
Industry Banking
Experience
Pursuing Doctorate in Physical Therapy January 2015 - Present
Wells Fargo Securities May 2013 - September 2014
Barclays July 2011 - May 2013
Barclays July 2010 - July 2011
Morgan Stanley May 2008 - August 2008
Northwestern Mutual May 2007 - May 2008
Education
Southern Methodist University 2009 — 2010
MS, Systems Engineering
Southern Methodist University 2005 — 2009
BS, EMIS & CSE
Pursuing Doctorate in Physical Therapy January 2015 - Present
Wells Fargo Securities May 2013 - September 2014
Barclays July 2011 - May 2013
Barclays July 2010 - July 2011
Morgan Stanley May 2008 - August 2008
Northwestern Mutual May 2007 - May 2008
Education
Southern Methodist University 2009 — 2010
MS, Systems Engineering
Southern Methodist University 2005 — 2009
BS, EMIS & CSE
Dean Tidwell's Morgan Stanley Experience May 1997 - July 2005
Job Vice PresidentCNB Wills Point
Industry Banking
Experience
Citizens National Bank of Wills Point June 2005 - Present
Morgan Stanley May 1997 - July 2005
Education
Southern Methodist University - Cox School of Business 2005 — 2008
Bank Management
Texas A&M University-Commerce 1994 — 1996
Citizens National Bank of Wills Point June 2005 - Present
Morgan Stanley May 1997 - July 2005
Education
Southern Methodist University - Cox School of Business 2005 — 2008
Bank Management
Texas A&M University-Commerce 1994 — 1996
Blake M. Jones's Morgan Stanley Experience August 2004 - Present
Job Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley August 2004 - Present
Skills
Strategic Planning, Portfolio Management, Finance, Strategy, Due Diligence, Financial Advisory, Investments, Corporate Finance, Wealth Management
Education
South Texas College of Law 1999 — 2002
JD
The University of Texas at Austin 1994 — 1998
BA
Morgan Stanley August 2004 - Present
Skills
Strategic Planning, Portfolio Management, Finance, Strategy, Due Diligence, Financial Advisory, Investments, Corporate Finance, Wealth Management
Education
South Texas College of Law 1999 — 2002
JD
The University of Texas at Austin 1994 — 1998
BA
Candace Wrenn's Morgan Stanley Experience 1998 - 2000
Job Sr. Marketing Specialist at FedEx
Industry Marketing and Advertising
Experience
FedEx Services June 2006 - Present
FedEx Kinko's June 2005 - June 2006
FedEx Kinko's June 2004 - May 2005
Xerox January 2002 - December 2002
Xerox August 2000 - December 2001
Morgan Stanley 1998 - 2000
Skills
Product Marketing, Marketing Strategy, Product Management, Competitive Analysis, Cross-functional Team..., E-commerce
Education
Southern Methodist University - Cox School of Business 2003 — 2005
MBA, Marketing
Northwestern University 1994 — 1998
Bachelor of Arts (B.A.), Economics
FedEx Services June 2006 - Present
FedEx Kinko's June 2005 - June 2006
FedEx Kinko's June 2004 - May 2005
Xerox January 2002 - December 2002
Xerox August 2000 - December 2001
Morgan Stanley 1998 - 2000
Skills
Product Marketing, Marketing Strategy, Product Management, Competitive Analysis, Cross-functional Team..., E-commerce
Education
Southern Methodist University - Cox School of Business 2003 — 2005
MBA, Marketing
Northwestern University 1994 — 1998
Bachelor of Arts (B.A.), Economics
Linda Hagerman's Morgan Stanley Experience 2005 - 2007
Job Regional Manager at CB Richard Ellis
Industry Facilities Services
Experience
CBRE July 2007 - Present
CB Richard Ellis July 2005 - Present
CBRE 2005 - Present
Morgan Stanley 2005 - 2007
Skills
Management, Sustainability, Location Intelligence, Lease Administration, Property Management, Project Management, Asset Management, Facilities Management, Corporate Real Estate, Leases, Energy Management, LEED, Budgets, Real Estate, Program Management, Vendor Management, Contract Negotiation
Education
Southern Illinois University, Carbondale 1982 — 1984
CBRE July 2007 - Present
CB Richard Ellis July 2005 - Present
CBRE 2005 - Present
Morgan Stanley 2005 - 2007
Skills
Management, Sustainability, Location Intelligence, Lease Administration, Property Management, Project Management, Asset Management, Facilities Management, Corporate Real Estate, Leases, Energy Management, LEED, Budgets, Real Estate, Program Management, Vendor Management, Contract Negotiation
Education
Southern Illinois University, Carbondale 1982 — 1984
Philip Slovitt's Morgan Stanley Experience January 2006 - March 2007
Job Principal at Shiner Capital Partners
Industry Real Estate
Experience
Shiner Capital Partners, LLC March 2007 - Present
Morgan Stanley January 2006 - March 2007
Crow Holdings July 2003 - December 2005
Education
Southern Methodist University - Cox School of Business
Shiner Capital Partners, LLC March 2007 - Present
Morgan Stanley January 2006 - March 2007
Crow Holdings July 2003 - December 2005
Education
Southern Methodist University - Cox School of Business
Michael D. Manno's Morgan Stanley Experience July 1996 - November 2001
Job Managing Partner at Law Office of Michael D. Manno
Industry Law Practice
Experience
Law Office of Michael D. Manno March 2009 - Present
Dechert LLP November 2004 - February 2009
Janney Montgomery Scott November 2001 - February 2003
Morgan Stanley July 1996 - November 2001
WALSH, ANDERSON, BROWN, SCHULZE & ALDRIDGE, P.C. December 1993 - May 1995
U.S. Department of Education, Office for Civil Rights March 1992 - December 1993
Skills
Trusted Legal Advisor, Experienced Financial..., Skilled Negotiator, Corporate Finance, Capital Markets, Litigation, Investment Advisory, Insurance, Securities, Real Estate, Financial Planning, Investments, Asset Management, Estate Planning, Banking, Due Diligence, IPO, Investment Banking, Equities, Wealth Management, Negotiation, Legal Research, Civil Litigation, Employment Law, Legal Writing, Motions, Securities Regulation, Finance, Corporate Governance, Hearings
Education
Southern Methodist University Dedman School of Law 1988 — 1991
Juris Doctor, Law
Villanova University 1980 — 1984
BA, English, Business
William Penn Charter School 1976 — 1980
Diploma, College Preparatory High School
Law Office of Michael D. Manno March 2009 - Present
Dechert LLP November 2004 - February 2009
Janney Montgomery Scott November 2001 - February 2003
Morgan Stanley July 1996 - November 2001
WALSH, ANDERSON, BROWN, SCHULZE & ALDRIDGE, P.C. December 1993 - May 1995
U.S. Department of Education, Office for Civil Rights March 1992 - December 1993
Skills
Trusted Legal Advisor, Experienced Financial..., Skilled Negotiator, Corporate Finance, Capital Markets, Litigation, Investment Advisory, Insurance, Securities, Real Estate, Financial Planning, Investments, Asset Management, Estate Planning, Banking, Due Diligence, IPO, Investment Banking, Equities, Wealth Management, Negotiation, Legal Research, Civil Litigation, Employment Law, Legal Writing, Motions, Securities Regulation, Finance, Corporate Governance, Hearings
Education
Southern Methodist University Dedman School of Law 1988 — 1991
Juris Doctor, Law
Villanova University 1980 — 1984
BA, English, Business
William Penn Charter School 1976 — 1980
Diploma, College Preparatory High School
Brian Alston's Morgan Stanley Experience August 2012 - June 2013
Job Mobility/End User Support at Integrys Energy Group
Industry Information Technology and Services
Experience
Integrys Energy Group January 2015 - Present
Xclusive Catering January 2008 - Present
IT Independent Consultant December 1992 - Present
Sentinel Technologies January 2014 - November 2014
Northern Trust September 2013 - January 2014
Morgan Stanley August 2012 - June 2013
Platform Learning September 2008 - October 2009
Habor Capital Advisor, Inc June 2007 - March 2008
McGuireWoods January 2006 - March 2007
GENERAL SERVICES ADMINISTRATION (GSA) February 2006 - May 2006
Skills
Windows 7, Windows, Avaya PBX, Remedy, PBX, TCP/IP, Telecommunications, Ghosting, WiFi, Wireless Networking, Active Directory, RIM, MS Office Suite, Polycom, Outlook, VNC, PDA, Definity, Windows XP Professional, Compaq, IBM, Sony, Avaya, Blackberry, XP, Microsoft Office, BMC Remedy, Servers, Troubleshooting, Networking, Windows Server, Technical Support, Laptops, Switches, Help Desk Support, Cisco Technologies, Windows XP
Education
Frankfurt, Germany 2001 — 2001
Certificate for a/c/e Support Specialist, ITS, A
Southern Illinois University, Carbondale 1984 — 1989
BS, Administration Of Justice
Integrys Energy Group January 2015 - Present
Xclusive Catering January 2008 - Present
IT Independent Consultant December 1992 - Present
Sentinel Technologies January 2014 - November 2014
Northern Trust September 2013 - January 2014
Morgan Stanley August 2012 - June 2013
Platform Learning September 2008 - October 2009
Habor Capital Advisor, Inc June 2007 - March 2008
McGuireWoods January 2006 - March 2007
GENERAL SERVICES ADMINISTRATION (GSA) February 2006 - May 2006
Skills
Windows 7, Windows, Avaya PBX, Remedy, PBX, TCP/IP, Telecommunications, Ghosting, WiFi, Wireless Networking, Active Directory, RIM, MS Office Suite, Polycom, Outlook, VNC, PDA, Definity, Windows XP Professional, Compaq, IBM, Sony, Avaya, Blackberry, XP, Microsoft Office, BMC Remedy, Servers, Troubleshooting, Networking, Windows Server, Technical Support, Laptops, Switches, Help Desk Support, Cisco Technologies, Windows XP
Education
Frankfurt, Germany 2001 — 2001
Certificate for a/c/e Support Specialist, ITS, A
Southern Illinois University, Carbondale 1984 — 1989
BS, Administration Of Justice
Beau Longino's Morgan Stanley Experience January 2010 - September 2011
Job Partner at Valor Consolidated
Industry Financial Services
Experience
Valor Consolidated LLC September 2013 - Present
Citadel LLC September 2011 - August 2013
Morgan Stanley January 2010 - September 2011
Hicks Holdings LLC June 2008 - April 2009
HPI Real Estate Services & Investments September 2007 - April 2008
Bear, Stearns & Co. Inc. June 2006 - August 2007
Bandera Ventures September 2005 - May 2006
Goldman Sachs Commercial Mortgage Capital May 2005 - July 2005
Trammell Crow Company May 2004 - July 2004
Macerich May 2003 - July 2003
Skills
Private Equity, Hedge Funds, Investment Banking, Real Estate, Consulting
Education
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2009
Master of Business Administration (M.B.A.), Finance
Southern Methodist University 2004 — 2006
Bachelor's Degree, Honors Finance
Highland Park High School 1998 — 2002
High School
Valor Consolidated LLC September 2013 - Present
Citadel LLC September 2011 - August 2013
Morgan Stanley January 2010 - September 2011
Hicks Holdings LLC June 2008 - April 2009
HPI Real Estate Services & Investments September 2007 - April 2008
Bear, Stearns & Co. Inc. June 2006 - August 2007
Bandera Ventures September 2005 - May 2006
Goldman Sachs Commercial Mortgage Capital May 2005 - July 2005
Trammell Crow Company May 2004 - July 2004
Macerich May 2003 - July 2003
Skills
Private Equity, Hedge Funds, Investment Banking, Real Estate, Consulting
Education
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2009
Master of Business Administration (M.B.A.), Finance
Southern Methodist University 2004 — 2006
Bachelor's Degree, Honors Finance
Highland Park High School 1998 — 2002
High School
Keu Zafar's Morgan Stanley Experience June 1997 - November 1998
Job Executive
Industry Internet
Experience
Charles Maddock Foundation July 2013 - Present
eSupply Systems, LLC December 2006 - August 2014
Charles Maddock Foundation 2006 - July 2013
Rotani 2007 - January 2013
Besthomes Systems Inc. March 2005 - December 2010
Publicolor 2003 - 2005
Gulfstream Assets 2000 - 2001
Morgan Stanley June 1997 - November 1998
Skills
E-commerce, Start-ups, E-procurement, Expense Management, Purchasing, Non-profits, Team Building, Sales Management, Entrepreneurship, Venture Capital, Marketing, Real Estate, Budgets, Strategic Planning, Contract Negotiation, Strategic Partnerships, Marketing Strategy, Social Media, Customer Service, Negotiation, Leadership, Business Development, Property Management, Nonprofits, Management, Small Business
Education
Southern Methodist University 1993 — 1997
BBA, Business
Charles Maddock Foundation July 2013 - Present
eSupply Systems, LLC December 2006 - August 2014
Charles Maddock Foundation 2006 - July 2013
Rotani 2007 - January 2013
Besthomes Systems Inc. March 2005 - December 2010
Publicolor 2003 - 2005
Gulfstream Assets 2000 - 2001
Morgan Stanley June 1997 - November 1998
Skills
E-commerce, Start-ups, E-procurement, Expense Management, Purchasing, Non-profits, Team Building, Sales Management, Entrepreneurship, Venture Capital, Marketing, Real Estate, Budgets, Strategic Planning, Contract Negotiation, Strategic Partnerships, Marketing Strategy, Social Media, Customer Service, Negotiation, Leadership, Business Development, Property Management, Nonprofits, Management, Small Business
Education
Southern Methodist University 1993 — 1997
BBA, Business
Jason Derek Roberts's Morgan Stanley Experience July 2013 - February 2015
Job VP, Strategy and Analytics at Bank of the West
Industry Banking
Experience
Bank of the West BNP Paribas Group February 2015 - Present
Morgan Stanley July 2013 - February 2015
Hitachi Consulting January 2010 - July 2013
Ernst & Young January 2008 - December 2009
Metropolitan Basketball League, Philippines 2003 - 2005
Education
Southern Methodist University - Cox School of Business
Master of Business Administration (MBA), Finance & Accounting
University of Southern California
Bachelor of Arts (BA), Economics
Bank of the West BNP Paribas Group February 2015 - Present
Morgan Stanley July 2013 - February 2015
Hitachi Consulting January 2010 - July 2013
Ernst & Young January 2008 - December 2009
Metropolitan Basketball League, Philippines 2003 - 2005
Education
Southern Methodist University - Cox School of Business
Master of Business Administration (MBA), Finance & Accounting
University of Southern California
Bachelor of Arts (BA), Economics
Jean Emling's Morgan Stanley Experience 1993 - 2000
Job VP Secondary Marketing at Nationstar Mortgage
Industry Financial Services
Experience
Nationstar Mortgage February 2013 - Present
Citigroup November 2001 - February 2013
Morgan Stanley 1993 - 2000
Gruntal and Company 1991 - 1993
Neims-Stoken Partnership 1987 - 1990
Skills
Capital Markets, Mortgage Lending, Portfolio Management, Credit Risk, Loans, Credit Analysis, Residential Mortgages, Loss Mitigation, Credit, Financial Risk, Mortgage Banking, Banking, Financial Modeling, Risk Management, Strategic Financial...
Education
Southern Illinois University, Carbondale 1983 — 1987
Bachelor of Science (B.S.), Political Science and Government
Nationstar Mortgage February 2013 - Present
Citigroup November 2001 - February 2013
Morgan Stanley 1993 - 2000
Gruntal and Company 1991 - 1993
Neims-Stoken Partnership 1987 - 1990
Skills
Capital Markets, Mortgage Lending, Portfolio Management, Credit Risk, Loans, Credit Analysis, Residential Mortgages, Loss Mitigation, Credit, Financial Risk, Mortgage Banking, Banking, Financial Modeling, Risk Management, Strategic Financial...
Education
Southern Illinois University, Carbondale 1983 — 1987
Bachelor of Science (B.S.), Political Science and Government
Patrick Petersen's Morgan Stanley Experience January 2011 - March 2014
Job Vice President at Bridge Investment Group Partners
Industry Financial Services
Experience
Bridge Investment Group Partners March 2014 - Present
Morgan Stanley January 2011 - March 2014
Stewardship - Austin Equity, LLC May 2009 - January 2011
Victory Partners, LLC May 2008 - August 2008
Protiviti 2005 - 2007
RPM Investments, LLC May 2004 - August 2005
Skills
Financial Modeling, Due Diligence, Financial Analysis, Valuation, Analysis, Portfolio Management, Management, Budgets, Program Management, Internal Controls, Business Strategy, Real Estate
Education
Southern Methodist University - Cox School of Business 2007 — 2009
MBA, Finance
The University of Texas at Austin - Red McCombs School of Business 2001 — 2005
BBA, Business Honors, Finance, Management
Bridge Investment Group Partners March 2014 - Present
Morgan Stanley January 2011 - March 2014
Stewardship - Austin Equity, LLC May 2009 - January 2011
Victory Partners, LLC May 2008 - August 2008
Protiviti 2005 - 2007
RPM Investments, LLC May 2004 - August 2005
Skills
Financial Modeling, Due Diligence, Financial Analysis, Valuation, Analysis, Portfolio Management, Management, Budgets, Program Management, Internal Controls, Business Strategy, Real Estate
Education
Southern Methodist University - Cox School of Business 2007 — 2009
MBA, Finance
The University of Texas at Austin - Red McCombs School of Business 2001 — 2005
BBA, Business Honors, Finance, Management
Ron Hagood's Morgan Stanley Experience 2004 - 2007
Job Director, Investor Relations at Laredo Petroleum
Industry Oil & Energy
Experience
Laredo Petroleum July 2013 - Present
Scarsdale Equities 2010 - July 2013
Southwest Securities 2007 - November 2010
Morgan Stanley 2004 - 2007
Lehman Brothers 1999 - 2004
Education
High School
Southern Methodist University - Cox School of Business
MBA
The University of Texas at Arlington
BS, Economics
Laredo Petroleum July 2013 - Present
Scarsdale Equities 2010 - July 2013
Southwest Securities 2007 - November 2010
Morgan Stanley 2004 - 2007
Lehman Brothers 1999 - 2004
Education
High School
Southern Methodist University - Cox School of Business
MBA
The University of Texas at Arlington
BS, Economics
Bill Vogel's Morgan Stanley Experience 1999 - 2007
Job The Cumberland Companies LLC
Industry Consumer Goods
Experience
The Cumberland Companies, LLC January 2010 - Present
UBS Wealth Management April 2007 - September 2009
Morgan Stanley 1999 - 2007
NationsSecurities 1991 - 1998
Skills
Series 63, Asset Managment, Investments, Asset Allocation, Series 7
Education
Southern Methodist University - Cox School of Business 1997 — 1999
MBA
Southern Methodist University 1980 — 1984
BBA, General Business
The Cumberland Companies, LLC January 2010 - Present
UBS Wealth Management April 2007 - September 2009
Morgan Stanley 1999 - 2007
NationsSecurities 1991 - 1998
Skills
Series 63, Asset Managment, Investments, Asset Allocation, Series 7
Education
Southern Methodist University - Cox School of Business 1997 — 1999
MBA
Southern Methodist University 1980 — 1984
BBA, General Business
Mircea Cristian Sauciuc's Morgan Stanley Experience September 2015 - Present
Job Wealth Management at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2015 - Present
INTRUST Bank November 2014 - Present
Olathe Chamber of Commerce August 2014 - Present
INTRUST Bank July 2013 - Present
U.S. Bank September 2011 - July 2013
University of Kansas Hall Center for the Humanities June 2010 - August 2011
University of Kansas August 2006 - May 2010
Skills
Higher Education, Teaching, University Teaching, Banking, Loans, Microsoft Excel, SPSS, Financial Analysis, Financial Theory, Research, Quantitative Research, Statistical Data..., Data Analysis, Statistics, Multivariate Statistics, Editing, Grant Writing, Leadership, Asset Management, Investment Advisory, Financial Advisory, Asset Allocation, Investments, Equities, Retirement Planning, Capital Markets, Mutual Funds, Wealth Management, Securities, Alternative Investments, Series 7, Series 63, Life & Health Insurance...
Education
University of Kansas 2006 — 2010
Master's Degree, Theoretical Linguistics
Southern Illinois University, Edwardsville 2003 — 2006
Bachelor's Degree, English, Linguistics
Morgan Stanley September 2015 - Present
INTRUST Bank November 2014 - Present
Olathe Chamber of Commerce August 2014 - Present
INTRUST Bank July 2013 - Present
U.S. Bank September 2011 - July 2013
University of Kansas Hall Center for the Humanities June 2010 - August 2011
University of Kansas August 2006 - May 2010
Skills
Higher Education, Teaching, University Teaching, Banking, Loans, Microsoft Excel, SPSS, Financial Analysis, Financial Theory, Research, Quantitative Research, Statistical Data..., Data Analysis, Statistics, Multivariate Statistics, Editing, Grant Writing, Leadership, Asset Management, Investment Advisory, Financial Advisory, Asset Allocation, Investments, Equities, Retirement Planning, Capital Markets, Mutual Funds, Wealth Management, Securities, Alternative Investments, Series 7, Series 63, Life & Health Insurance...
Education
University of Kansas 2006 — 2010
Master's Degree, Theoretical Linguistics
Southern Illinois University, Edwardsville 2003 — 2006
Bachelor's Degree, English, Linguistics
Hunter Hunt's Morgan Stanley Experience August 1990 - June 1998
Job President & CEO at Hunt Consolidated Energy
Industry Utilities
Experience
Hunt Consolidated Energy October 2010 - Present
Sharyland Utilities December 1998 - Present
Hunt Power July 1998 - Present
Hunt Oil Company July 1998 - September 2010
Bush for President 1999 - 2000
Morgan Stanley August 1990 - June 1998
Skills
Energy, Mergers, Due Diligence, Renewable Energy, Financial Modeling, Financial Analysis, Risk Management, Strategic Planning, Private Equity, Valuation, Corporate Finance, Contract Negotiation, Natural Gas, Divestitures, Management Consulting, Start-ups, Business Strategy, Smart Grid, Project Management, Process Improvement
Education
Southern Methodist University 1986 — 1990
B.S., Economic, Political Science
Hunt Consolidated Energy October 2010 - Present
Sharyland Utilities December 1998 - Present
Hunt Power July 1998 - Present
Hunt Oil Company July 1998 - September 2010
Bush for President 1999 - 2000
Morgan Stanley August 1990 - June 1998
Skills
Energy, Mergers, Due Diligence, Renewable Energy, Financial Modeling, Financial Analysis, Risk Management, Strategic Planning, Private Equity, Valuation, Corporate Finance, Contract Negotiation, Natural Gas, Divestitures, Management Consulting, Start-ups, Business Strategy, Smart Grid, Project Management, Process Improvement
Education
Southern Methodist University 1986 — 1990
B.S., Economic, Political Science
Sean Patrick's Morgan Stanley Experience April 2007 - December 2007
Job Infrastructure Reliability Engineer at Netflix
Industry Information Technology and Services
Experience
Netflix January 2013 - Present
Netflix September 2011 - January 2013
Netflix March 2010 - September 2011
International Sports Management October 2009 - February 2011
Morgan Stanley April 2007 - December 2007
Skills
Troubleshooting, Technical Support, Customer Service, Networking, Management, Security, Unix, Cloud Computing, Testing, Social Media, Call Centers, Incident Handling, Quality Assurance, SQL, Mobile Devices, Microsoft Office, Training, Databases, Escalation Resolution, Crisis Management, HTML, Social Networking, System Administration, Account Management, Escalation Process, Analytics, Atlassian JIRA, Integration, Team Management, Network Administration, Confluence, Software Development, Financial Planning, OS X, Project Management, Agile Project Management, Scrum, Enterprise Software, DevOps, Outage Management, Escalations Management, System Testing, Customer Escalation..., Emergency Operations, Fraud Investigations, Supervisory Experience, Training & Development, Internationalization, Leadership, Team Leadership
Education
Southern Oregon University 2005 — 2009
Bachelor of Arts (BA), International Studies, Marketing, Psychology
Netflix January 2013 - Present
Netflix September 2011 - January 2013
Netflix March 2010 - September 2011
International Sports Management October 2009 - February 2011
Morgan Stanley April 2007 - December 2007
Skills
Troubleshooting, Technical Support, Customer Service, Networking, Management, Security, Unix, Cloud Computing, Testing, Social Media, Call Centers, Incident Handling, Quality Assurance, SQL, Mobile Devices, Microsoft Office, Training, Databases, Escalation Resolution, Crisis Management, HTML, Social Networking, System Administration, Account Management, Escalation Process, Analytics, Atlassian JIRA, Integration, Team Management, Network Administration, Confluence, Software Development, Financial Planning, OS X, Project Management, Agile Project Management, Scrum, Enterprise Software, DevOps, Outage Management, Escalations Management, System Testing, Customer Escalation..., Emergency Operations, Fraud Investigations, Supervisory Experience, Training & Development, Internationalization, Leadership, Team Leadership
Education
Southern Oregon University 2005 — 2009
Bachelor of Arts (BA), International Studies, Marketing, Psychology
Rory Cannaday's Morgan Stanley Experience August 2010 - May 2011
Job Astin Executive Services
Industry Financial Services
Experience
Astin April 2014 - Present
Luminant August 2012 - April 2014
Luminant May 2011 - August 2012
Morgan Stanley August 2010 - May 2011
JP Morgan Chase October 2009 - August 2010
Tenaris May 2009 - October 2009
Texas A&M University September 2008 - May 2009
Texas A&M University August 2007 - August 2008
TransSolutions June 2007 - August 2007
FTTA September 2005 - April 2007
Skills
SQL Server, SSRS, SSIS, Visual C++, Excel, VBA, Visio, Microstrategy, SAP, SAS, C, Access, Visual Basic, Operations Research, Industrial Engineering, MS Project, CPLEX, SAS OR, Oracle SQL, SQL, AMPL, GAMS, Data Analysis, Data Mining, Business Analysis, Business Strategy, Analytics, Operations Management, Simulation, Modeling, Business Process, Analysis, Statistics, Consensus Builder, Resource Allocation, Tableau, Google Analytics, Six Sigma, Business Intelligence, Optimization, Business Objects, Process Improvement, Quantitative Analysis, Quantitative Finance, Quantitative Modeling, Econometrics, Financial Modeling, Financial Reporting, Microsoft Excel, Optimizations
Education
Southern Methodist University - Cox School of Business 2012 — 2013
MS, Quantitative Finance, 3.75
Texas A&M University 2007 — 2009
M.S., Operations Research, 3.5
FTTA 2005 — 2007
Leadership Development, Non-Profit, 4.0
The University of Texas at Arlington 2001 — 2005
B.S., Industrial Engineering, 4.0
Astin April 2014 - Present
Luminant August 2012 - April 2014
Luminant May 2011 - August 2012
Morgan Stanley August 2010 - May 2011
JP Morgan Chase October 2009 - August 2010
Tenaris May 2009 - October 2009
Texas A&M University September 2008 - May 2009
Texas A&M University August 2007 - August 2008
TransSolutions June 2007 - August 2007
FTTA September 2005 - April 2007
Skills
SQL Server, SSRS, SSIS, Visual C++, Excel, VBA, Visio, Microstrategy, SAP, SAS, C, Access, Visual Basic, Operations Research, Industrial Engineering, MS Project, CPLEX, SAS OR, Oracle SQL, SQL, AMPL, GAMS, Data Analysis, Data Mining, Business Analysis, Business Strategy, Analytics, Operations Management, Simulation, Modeling, Business Process, Analysis, Statistics, Consensus Builder, Resource Allocation, Tableau, Google Analytics, Six Sigma, Business Intelligence, Optimization, Business Objects, Process Improvement, Quantitative Analysis, Quantitative Finance, Quantitative Modeling, Econometrics, Financial Modeling, Financial Reporting, Microsoft Excel, Optimizations
Education
Southern Methodist University - Cox School of Business 2012 — 2013
MS, Quantitative Finance, 3.75
Texas A&M University 2007 — 2009
M.S., Operations Research, 3.5
FTTA 2005 — 2007
Leadership Development, Non-Profit, 4.0
The University of Texas at Arlington 2001 — 2005
B.S., Industrial Engineering, 4.0
Natalie Akilian's Morgan Stanley Experience May 2007 - August 2007
Job Associate Product Marketing Manager at KingsIsle Entertainment
Industry Marketing and Advertising
Experience
KingsIsle Entertainment January 2013 - Present
KingsIsle Entertainment January 2011 - January 2013
KingsIsle Entertainment July 2009 - January 2011
Morgan Stanley May 2007 - August 2007
Skills
Social Media, Marketing, Microsoft Office, Data Analysis, Marketing Strategy, Facebook, Research, Email Marketing, Social Media Marketing, Digital Marketing, Brand Management, Advertising, Online Advertising, Creative Writing, Project Management, Product Development, Product Marketing, Marketing Communications, Management, Google Analytics, Public Relations
Education
Wake Forest University 2005 — 2009
Finance, Business
Southern Methodist University 2013 — 2014
Graphic Design Certification
KingsIsle Entertainment January 2013 - Present
KingsIsle Entertainment January 2011 - January 2013
KingsIsle Entertainment July 2009 - January 2011
Morgan Stanley May 2007 - August 2007
Skills
Social Media, Marketing, Microsoft Office, Data Analysis, Marketing Strategy, Facebook, Research, Email Marketing, Social Media Marketing, Digital Marketing, Brand Management, Advertising, Online Advertising, Creative Writing, Project Management, Product Development, Product Marketing, Marketing Communications, Management, Google Analytics, Public Relations
Education
Wake Forest University 2005 — 2009
Finance, Business
Southern Methodist University 2013 — 2014
Graphic Design Certification
Justin Carfora's Morgan Stanley Experience August 2007 - Present
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2007 - Present
Education
University of New Haven 2006 — 2007
Masters, Master of Science Education
Southern Connecticut State University 2000 — 2004
Bachelor, Finance
Morgan Stanley August 2007 - Present
Education
University of New Haven 2006 — 2007
Masters, Master of Science Education
Southern Connecticut State University 2000 — 2004
Bachelor, Finance
Lance Tan's Morgan Stanley Experience February 2013 - Present
Job Senior Algorithmic Trading Developer at Morgan Stanley
Industry Computer Software
Experience
Morgan Stanley February 2013 - Present
TMX Group August 2011 - December 2012
Novell March 2008 - July 2011
PlateSpin March 2008 - January 2009
Visualgate Systems December 2007 - February 2008
Intellon Corporation February 2007 - November 2007
Skills
Linux, Software Development, Perl, C++, Unix, C#, Java, Shell Scripting, C, Agile Methodologies, XML, Multithreading, Object Oriented Design, Android, Solaris, Virtualization, Embedded Systems
Education
Southeast University 2000 — 2003
M. Sc, Information and Signal Processing
University of Electronic Science and Technology 1990 — 1994
B. Sc., Computer Science
Morgan Stanley February 2013 - Present
TMX Group August 2011 - December 2012
Novell March 2008 - July 2011
PlateSpin March 2008 - January 2009
Visualgate Systems December 2007 - February 2008
Intellon Corporation February 2007 - November 2007
Skills
Linux, Software Development, Perl, C++, Unix, C#, Java, Shell Scripting, C, Agile Methodologies, XML, Multithreading, Object Oriented Design, Android, Solaris, Virtualization, Embedded Systems
Education
Southeast University 2000 — 2003
M. Sc, Information and Signal Processing
University of Electronic Science and Technology 1990 — 1994
B. Sc., Computer Science
Bud Rein's Morgan Stanley Experience January 2009 - May 2014
Job Managing Director
Industry Financial Services
Experience
KPMG US September 2014 - Present
Morgan Stanley January 2009 - May 2014
Van Kampen Funds January 2001 - December 2008
Van Kampen Investments February 1995 - December 2000
KPMG Peat Marwick January 1981 - January 1995
Skills
Tax, Mutual Funds, Private Equity, Risk Management, Due Diligence, Asset Management, Financial Analysis, Management, Alternative Investments, Equities, Fixed Income, Hedge Funds, Investments, Securities, Finance
Education
Southern Illinois University, Carbondale 1978 — 1981
Bachelor's Degree, Accounting and Finance
KPMG US September 2014 - Present
Morgan Stanley January 2009 - May 2014
Van Kampen Funds January 2001 - December 2008
Van Kampen Investments February 1995 - December 2000
KPMG Peat Marwick January 1981 - January 1995
Skills
Tax, Mutual Funds, Private Equity, Risk Management, Due Diligence, Asset Management, Financial Analysis, Management, Alternative Investments, Equities, Fixed Income, Hedge Funds, Investments, Securities, Finance
Education
Southern Illinois University, Carbondale 1978 — 1981
Bachelor's Degree, Accounting and Finance
Rasheed Haneef's Morgan Stanley Experience July 1998 - June 2000
Job Learning and Development Professional and Author of the book "Are You A Sales Person or A Business Owner"
Industry Financial Services
Experience
TrainingPros March 2013 - April 2013
Merrill Lynch July 2000 - June 2012
Banc of America Investments July 2000 - June 2012
Quick and Reilly July 2000 - June 2012
Morgan Stanley July 1998 - June 2000
Photocircuits Corporation 1997 - 1998
United States Navy 1982 - 1997
Skills
Coaching, Banking, Series 7, Investments, Process Improvement, Training, Program Management, Workshop Facilitation, Leadership, Management, Consulting, Instructional Design, Management Consulting, Team Building, Sales, Mutual Funds, Insurance, Team Leadership, Change Management, Financial Services, Performance Consulting, Employee Training, Public Speaking, Recruiting, Call Centers, Talent Management, E-Learning, Wealth Management, Strategy, Organizational..., Portfolio Management
Education
Southern Illinois University, Carbondale 1995 — 1997
Workforce Education and Development
Ohio Institute of Technology 1980 — 1983
TrainingPros March 2013 - April 2013
Merrill Lynch July 2000 - June 2012
Banc of America Investments July 2000 - June 2012
Quick and Reilly July 2000 - June 2012
Morgan Stanley July 1998 - June 2000
Photocircuits Corporation 1997 - 1998
United States Navy 1982 - 1997
Skills
Coaching, Banking, Series 7, Investments, Process Improvement, Training, Program Management, Workshop Facilitation, Leadership, Management, Consulting, Instructional Design, Management Consulting, Team Building, Sales, Mutual Funds, Insurance, Team Leadership, Change Management, Financial Services, Performance Consulting, Employee Training, Public Speaking, Recruiting, Call Centers, Talent Management, E-Learning, Wealth Management, Strategy, Organizational..., Portfolio Management
Education
Southern Illinois University, Carbondale 1995 — 1997
Workforce Education and Development
Ohio Institute of Technology 1980 — 1983
Michael Brakey's Morgan Stanley Experience May 2011 - Present
Job MD, Head of HNW Lending at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2011 - Present
Merrill Lynch January 1994 - May 2011
Education
Southern Methodist University - Cox School of Business 1988 — 1989
MBA, Finance
The University of Texas at Austin 1983 — 1987
bba
Morgan Stanley May 2011 - Present
Merrill Lynch January 1994 - May 2011
Education
Southern Methodist University - Cox School of Business 1988 — 1989
MBA, Finance
The University of Texas at Austin 1983 — 1987
bba
Julianne Sharer's Morgan Stanley Experience January 2010 - Present
Job Executive Director at Morgan Stanley
Industry Computer Software
Experience
Morgan Stanley January 2010 - Present
Tarleton Ltd March 1997 - June 2001
WexTech Systems May 1989 - March 1997
Education
University of Miami 1980 — 1982
Bachelor of Music, Music Theory and Composition
Southern Methodist University 1978 — 1979
Music
Interlochen Arts Academy 1977 — 1978
Music
Morgan Stanley January 2010 - Present
Tarleton Ltd March 1997 - June 2001
WexTech Systems May 1989 - March 1997
Education
University of Miami 1980 — 1982
Bachelor of Music, Music Theory and Composition
Southern Methodist University 1978 — 1979
Music
Interlochen Arts Academy 1977 — 1978
Music
Craig Newman's Morgan Stanley Experience 2005 - 2006
Job Founder of The Commercial Finance Network
Industry Venture Capital & Private Equity
Experience
The Commercial Finance Network 2009 - Present
Medical Capital Corporation 2006 - 2009
Morgan Stanley 2005 - 2006
The Camelot Company 2000 - 2004
U.S. Shoe 1974 - 1996
Skills
Business Development, Due Diligence, New Business Development, Sales, Banking, CRM, Competitive Analysis, Start-ups, Mergers & Acquisitions, Sales Operations, Management, Negotiation, Finance, Business Strategy, Commercial Finance, Marketing, Financial Analysis, Customer Service, Consulting, Major Accomplishments, Budgets, Brand Development, International Sales, Key Account Development, Trade Shows, Transportation, International Logistics, Footwear, Problem Solving, Rare Coins, Product Design, Presenting Proposals, Multiple Industries, Merchandising, Business Analysis, Import Export, Corporate Finance, Retirement Plan...
Education
Southern Illinois University, Carbondale
BS
Southern Illinois University, Carbondale
Bachelor's degree
The Commercial Finance Network 2009 - Present
Medical Capital Corporation 2006 - 2009
Morgan Stanley 2005 - 2006
The Camelot Company 2000 - 2004
U.S. Shoe 1974 - 1996
Skills
Business Development, Due Diligence, New Business Development, Sales, Banking, CRM, Competitive Analysis, Start-ups, Mergers & Acquisitions, Sales Operations, Management, Negotiation, Finance, Business Strategy, Commercial Finance, Marketing, Financial Analysis, Customer Service, Consulting, Major Accomplishments, Budgets, Brand Development, International Sales, Key Account Development, Trade Shows, Transportation, International Logistics, Footwear, Problem Solving, Rare Coins, Product Design, Presenting Proposals, Multiple Industries, Merchandising, Business Analysis, Import Export, Corporate Finance, Retirement Plan...
Education
Southern Illinois University, Carbondale
BS
Southern Illinois University, Carbondale
Bachelor's degree
Lee Marks's Morgan Stanley Experience September 2013 - April 2015
Job Global Head of Enterprise & Operational Risk Management at First Data Corporation
Industry Financial Services
Experience
First Data Corporation April 2015 - Present
Morgan Stanley September 2013 - April 2015
Barclays September 2011 - September 2013
Barclays Wealth and Investment Management January 2009 - August 2011
Barclays Wealth and Investment Management July 2007 - December 2008
Barclays Wealth and Investment Management October 2006 - December 2007
RSA July 2005 - October 2006
Capital Accumulation Ltd February 2004 - July 2005
Henderson Global Investors September 2001 - February 2004
Skills
Operational Risk, Operational Risk..., Financial Risk, AML, Risk Management, Investment Banking, Fixed Income, Private Banking, Banking, Derivatives, Equities, Financial Services, Wealth Management, Capital Markets, Basel II, Enterprise Risk..., Hedge Funds, Corporate Finance, Settlement, Securities, Governance, Internal Audit
Education
Southampton Solent University 1997 — 2001
Bachelor of Arts (B.A.), Business and Finance
First Data Corporation April 2015 - Present
Morgan Stanley September 2013 - April 2015
Barclays September 2011 - September 2013
Barclays Wealth and Investment Management January 2009 - August 2011
Barclays Wealth and Investment Management July 2007 - December 2008
Barclays Wealth and Investment Management October 2006 - December 2007
RSA July 2005 - October 2006
Capital Accumulation Ltd February 2004 - July 2005
Henderson Global Investors September 2001 - February 2004
Skills
Operational Risk, Operational Risk..., Financial Risk, AML, Risk Management, Investment Banking, Fixed Income, Private Banking, Banking, Derivatives, Equities, Financial Services, Wealth Management, Capital Markets, Basel II, Enterprise Risk..., Hedge Funds, Corporate Finance, Settlement, Securities, Governance, Internal Audit
Education
Southampton Solent University 1997 — 2001
Bachelor of Arts (B.A.), Business and Finance
Julia Grach, CPA's Morgan Stanley Experience 2003 - 2006
Job Director External Reporting at BlackRock
Industry Financial Services
Experience
BlackRock May 2008 - Present
Greenhill & Co August 2006 - May 2008
Morgan Stanley 2003 - 2006
Putnam Investments June 2001 - June 2003
JPI June 1999 - June 2001
PwC September 1997 - June 1999
Skills
SEC Financial Reporting, Hyperion Essbase, Hyperion Planning, Hyperion HFM, HFM smartview, CPA, Fund Accounting, Asset Management, Fund Of Funds, Hedge Funds, Asset Managment, Essbase, Financial Analysis, Financial Modeling, Financial Reporting, Auditing, Finance, Accounting, Internal Controls, Sarbanes-Oxley Act
Education
Southern Methodist University 1993 — 1997
Bachelor of Business Administration (BBA), Accounting, GPA 3.8
BlackRock May 2008 - Present
Greenhill & Co August 2006 - May 2008
Morgan Stanley 2003 - 2006
Putnam Investments June 2001 - June 2003
JPI June 1999 - June 2001
PwC September 1997 - June 1999
Skills
SEC Financial Reporting, Hyperion Essbase, Hyperion Planning, Hyperion HFM, HFM smartview, CPA, Fund Accounting, Asset Management, Fund Of Funds, Hedge Funds, Asset Managment, Essbase, Financial Analysis, Financial Modeling, Financial Reporting, Auditing, Finance, Accounting, Internal Controls, Sarbanes-Oxley Act
Education
Southern Methodist University 1993 — 1997
Bachelor of Business Administration (BBA), Accounting, GPA 3.8
Todd E. Craig's Morgan Stanley Experience April 2008 - December 2012
Job Financial Advisor, Partner at FMC Wealth Management
Industry Financial Services
Experience
FMC Wealth Management January 2013 - Present
Morgan Stanley April 2008 - December 2012
Skills
Wealth Preservation..., Retirement Savings, Strategic Planning, 401k Rollovers, Asset Allocation, Fixed-Income, Estate Investment, Financial Advisory, Financial Services, Invesstment Planning
Education
Southern Arkansas University
FMC Wealth Management January 2013 - Present
Morgan Stanley April 2008 - December 2012
Skills
Wealth Preservation..., Retirement Savings, Strategic Planning, 401k Rollovers, Asset Allocation, Fixed-Income, Estate Investment, Financial Advisory, Financial Services, Invesstment Planning
Education
Southern Arkansas University
Robert O. Dow's Morgan Stanley Experience December 2000 - April 2001
Job Partner at Warpaint Resources LLC
Industry Oil & Energy
Experience
Warpaint Resources, LLC January 2008 - Present
First American Royalty, LLC April 2014 - Present
Acoustics and Specialtes, Inc. May 2004 - December 2007
Bickel & Brewer June 2001 - May 2004
Morgan Stanley December 2000 - April 2001
Morgan Stanley September 2000 - December 2000
TA Ranches June 2000 - August 2000
Morgan Stanley June 1998 - June 2000
TrenchSafety and Supply Inc. 1995 - 1997
Skills
Oil & Gas Industry, Oil & Gas Exploration, Upstream, Timber, Entrepreneurship, Capital Raising, Due Diligence, Financial Modeling, Acquisitions &..., Valuation, Financial Analysis, Business Strategy, Management Consulting, Strategic Planning, Accounting, Commercial Litigation, Corporate Law, Minerals, Leasing, Mergers, Mergers & Acquisitions, Joint Ventures, Energy, Corporate Finance, Natural Gas, Energy Industry, Venture Capital, Private Equity, Corporate Development, Business Valuation, M&A experience, Asset Management
Education
Southern Methodist University - Cox School of Business 2000 — 2001
Master of Science (MS), Accounting
Southern Methodist University - Cox School of Business 1996 — 2000
Bachelor of Business Administration (BBA), Accounting
Memphis University School 1990 — 1996
Warpaint Resources, LLC January 2008 - Present
First American Royalty, LLC April 2014 - Present
Acoustics and Specialtes, Inc. May 2004 - December 2007
Bickel & Brewer June 2001 - May 2004
Morgan Stanley December 2000 - April 2001
Morgan Stanley September 2000 - December 2000
TA Ranches June 2000 - August 2000
Morgan Stanley June 1998 - June 2000
TrenchSafety and Supply Inc. 1995 - 1997
Skills
Oil & Gas Industry, Oil & Gas Exploration, Upstream, Timber, Entrepreneurship, Capital Raising, Due Diligence, Financial Modeling, Acquisitions &..., Valuation, Financial Analysis, Business Strategy, Management Consulting, Strategic Planning, Accounting, Commercial Litigation, Corporate Law, Minerals, Leasing, Mergers, Mergers & Acquisitions, Joint Ventures, Energy, Corporate Finance, Natural Gas, Energy Industry, Venture Capital, Private Equity, Corporate Development, Business Valuation, M&A experience, Asset Management
Education
Southern Methodist University - Cox School of Business 2000 — 2001
Master of Science (MS), Accounting
Southern Methodist University - Cox School of Business 1996 — 2000
Bachelor of Business Administration (BBA), Accounting
Memphis University School 1990 — 1996
Kenny Hayden's Morgan Stanley Experience August 2000 - January 2003
Job Kings Point Investment Group LLC, General Manager.
Industry Health, Wellness and Fitness
Experience
Kings Point Investment Group LLC September 1995 - Present
Gateway Confluence Wheelchair Sports Foundation 2009 - Present
SLDTA Board of Directors January 2015 - Present
Morgan Stanley August 2000 - January 2003
Skills
Management, Business Strategy, Strategy, Change Management, Strategic Planning, Business Development, Management Consulting, Business Analysis, Leadership, Coaching, Entrepreneurship, Team Building, Start-ups, Project Management
Education
Southern Illinois University, Edwardsville
Southwestern Illinois College
Kings Point Investment Group LLC September 1995 - Present
Gateway Confluence Wheelchair Sports Foundation 2009 - Present
SLDTA Board of Directors January 2015 - Present
Morgan Stanley August 2000 - January 2003
Skills
Management, Business Strategy, Strategy, Change Management, Strategic Planning, Business Development, Management Consulting, Business Analysis, Leadership, Coaching, Entrepreneurship, Team Building, Start-ups, Project Management
Education
Southern Illinois University, Edwardsville
Southwestern Illinois College
Joseph Benhardt's Morgan Stanley Experience July 2013 - Present
Job Operational Risk Consultant at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities September 2015 - Present
Morgan Stanley July 2013 - Present
Resources Global Professionals February 2012 - July 2013
MF Global March 2011 - November 2011
Morgan Stanley June 2004 - March 2011
Dresdner Kleinwort Wasserstein September 2003 - June 2004
Citigroup 2000 - 2003
Donaldson, Lufkin & Jenrette 1997 - 2000
American International Group 1995 - 1997
Skills
Fixed Income, Product Control, Derivatives, Credit Derivatives
Education
St. John's University, The Peter J. Tobin College of Business 1997 — 2000
MBA, Finance
Southern New Hampshire University 1990 — 1994
Bachelor's degree, Accounting
Wells Fargo Securities September 2015 - Present
Morgan Stanley July 2013 - Present
Resources Global Professionals February 2012 - July 2013
MF Global March 2011 - November 2011
Morgan Stanley June 2004 - March 2011
Dresdner Kleinwort Wasserstein September 2003 - June 2004
Citigroup 2000 - 2003
Donaldson, Lufkin & Jenrette 1997 - 2000
American International Group 1995 - 1997
Skills
Fixed Income, Product Control, Derivatives, Credit Derivatives
Education
St. John's University, The Peter J. Tobin College of Business 1997 — 2000
MBA, Finance
Southern New Hampshire University 1990 — 1994
Bachelor's degree, Accounting
Adam Exas's Morgan Stanley Experience August 2005 - March 2007
Job President of Move Buddies, LLC
Industry Logistics and Supply Chain
Experience
Move Buddies March 2015 - Present
Soap On A Rope, LLC. May 2013 - May 2015
Gray-Cor, Inc 2010 - May 2014
The Householder Group 2010 - 2011
Edward Jones June 2009 - February 2010
SEI Investments August 2008 - June 2009
Morgan Stanley August 2005 - March 2007
Skills
Finance, Investments, Strategic Financial..., Management, Public Speaking, Accounting, Time Management, Financial Services, Facilities Management, Financial Analysis, Customer Service, Strategic Planning, Sales, Team Building, Budgets, New Business Development, Account Management, Leadership, Microsoft Office, Microsoft Excel, Marketing, Cold Calling, Operations Management, Process Improvement, Business Planning, Risk Management, Forecasting
Education
South University 2010 — 2011
MBA, Business Administration and Management, General
West Chester University of Pennsylvania 2004 — 2008
B.A., Finance
Governor Mifflin High School
Move Buddies March 2015 - Present
Soap On A Rope, LLC. May 2013 - May 2015
Gray-Cor, Inc 2010 - May 2014
The Householder Group 2010 - 2011
Edward Jones June 2009 - February 2010
SEI Investments August 2008 - June 2009
Morgan Stanley August 2005 - March 2007
Skills
Finance, Investments, Strategic Financial..., Management, Public Speaking, Accounting, Time Management, Financial Services, Facilities Management, Financial Analysis, Customer Service, Strategic Planning, Sales, Team Building, Budgets, New Business Development, Account Management, Leadership, Microsoft Office, Microsoft Excel, Marketing, Cold Calling, Operations Management, Process Improvement, Business Planning, Risk Management, Forecasting
Education
South University 2010 — 2011
MBA, Business Administration and Management, General
West Chester University of Pennsylvania 2004 — 2008
B.A., Finance
Governor Mifflin High School
Kurt Holmes's Morgan Stanley Experience July 1995 - June 2000
Job Vice President, Alternative Investments at BOK Financial
Industry Financial Services
Experience
BOK Financial February 2015 - Present
Helian Energy February 2010 - February 2015
Quentin Capital Management, LLC August 2007 - January 2010
Polar Capital Partners August 2005 - January 2007
Ecofin February 2004 - July 2005
Tiedemann Investment Group December 2002 - December 2003
Jemmco Capital February 2001 - August 2002
Angelo, Gordon & Co. June 2000 - January 2001
Morgan Stanley July 1995 - June 2000
Oakes, Fitzwilliams & Co. June 1990 - December 1994
Skills
Private Equity, Investments, Venture Capital, Energy, Finance, Alternative Investments, Natural Gas, Financial Modeling, Asset Managment, Equities, Trading, Valuation, Photovoltaics, Due Diligence, Portfolio Management, Project Finance, Capital Markets, Renewable Energy, Financial Analysis, Emerging Markets, Asset Management, Cleantech, Strategy, Equity Research, Commodity, Mergers & Acquisitions
Education
Oxford University 1988 — 1990
MPhil, Finance
University of Utah 1978 — 1982
MS, Geology
Southern Methodist University 1973 — 1978
B.S. and B.A., Geology, chemistry and philosophy
BOK Financial February 2015 - Present
Helian Energy February 2010 - February 2015
Quentin Capital Management, LLC August 2007 - January 2010
Polar Capital Partners August 2005 - January 2007
Ecofin February 2004 - July 2005
Tiedemann Investment Group December 2002 - December 2003
Jemmco Capital February 2001 - August 2002
Angelo, Gordon & Co. June 2000 - January 2001
Morgan Stanley July 1995 - June 2000
Oakes, Fitzwilliams & Co. June 1990 - December 1994
Skills
Private Equity, Investments, Venture Capital, Energy, Finance, Alternative Investments, Natural Gas, Financial Modeling, Asset Managment, Equities, Trading, Valuation, Photovoltaics, Due Diligence, Portfolio Management, Project Finance, Capital Markets, Renewable Energy, Financial Analysis, Emerging Markets, Asset Management, Cleantech, Strategy, Equity Research, Commodity, Mergers & Acquisitions
Education
Oxford University 1988 — 1990
MPhil, Finance
University of Utah 1978 — 1982
MS, Geology
Southern Methodist University 1973 — 1978
B.S. and B.A., Geology, chemistry and philosophy
Farhan Khalid's Morgan Stanley Experience March 2015 - June 2015
Job Consultant at Pearson
Industry Financial Services
Experience
Pearson July 2015 - Present
Accenture January 2015 - Present
Morgan Stanley March 2015 - June 2015
New York Life Insurance Company February 2011 - January 2015
The Hartford May 2007 - February 2011
Skills
Business Analysis, Business Planning, Business Strategy, Business Development, Business Process..., Quality Assurance, Quality Control, HP Quality Center, Qualitative Research, Technical Support, Information Security, Consulting, MySQL, Microsoft Office, .NET, JavaScript, Scripting, HTML, HP Load Runner, Data Analysis, System Testing, User Acceptance Testing, Load Testing, Quality Center
Education
Southern Connecticut State University 2004 — 2009
Computer Science, Computer Programming/Programmer, General
Pearson July 2015 - Present
Accenture January 2015 - Present
Morgan Stanley March 2015 - June 2015
New York Life Insurance Company February 2011 - January 2015
The Hartford May 2007 - February 2011
Skills
Business Analysis, Business Planning, Business Strategy, Business Development, Business Process..., Quality Assurance, Quality Control, HP Quality Center, Qualitative Research, Technical Support, Information Security, Consulting, MySQL, Microsoft Office, .NET, JavaScript, Scripting, HTML, HP Load Runner, Data Analysis, System Testing, User Acceptance Testing, Load Testing, Quality Center
Education
Southern Connecticut State University 2004 — 2009
Computer Science, Computer Programming/Programmer, General
Kristin Sheridan's Morgan Stanley Experience July 2015 - Present
Job Associate on Malone/Neuhaus team Private Wealth Management at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
Capital Merger Group, Inc. March 2014 - May 2015
Sunlight Direct, LLC January 2012 - March 2014
FBR Capital Markets 2011 - December 2011
Morgan Stanley June 2008 - October 2010
Morgan Stanley May 2007 - August 2007
Qualcomm May 2006 - August 2006
Skills
Investments, Market Research, Portfolio Management, Analysis, Marketing, Private Equity, Financial Modeling, Asset Management, Mergers & Acquisitions, Alternative Investments, Hedge Funds, Financial Analysis, Fixed Income, Equities, Investment Banking, Valuation
Education
University of Southern California 2012 — 2015
Master of Business Administration (M.B.A.), Finance
University of Southern California 2005 — 2008
BA, Business Finance
Southern Methodist University 2004 — 2005
BA, Business
Morgan Stanley July 2015 - Present
Capital Merger Group, Inc. March 2014 - May 2015
Sunlight Direct, LLC January 2012 - March 2014
FBR Capital Markets 2011 - December 2011
Morgan Stanley June 2008 - October 2010
Morgan Stanley May 2007 - August 2007
Qualcomm May 2006 - August 2006
Skills
Investments, Market Research, Portfolio Management, Analysis, Marketing, Private Equity, Financial Modeling, Asset Management, Mergers & Acquisitions, Alternative Investments, Hedge Funds, Financial Analysis, Fixed Income, Equities, Investment Banking, Valuation
Education
University of Southern California 2012 — 2015
Master of Business Administration (M.B.A.), Finance
University of Southern California 2005 — 2008
BA, Business Finance
Southern Methodist University 2004 — 2005
BA, Business
Sean McClellan's Morgan Stanley Experience March 1996 - October 2000
Job Professional Hosting Services
Industry Marketing and Advertising
Experience
GoDaddy August 2014 - Present
hibu January 2009 - August 2014
HSBC December 2005 - January 2009
AT&T October 2000 - December 2005
Morgan Stanley March 1996 - October 2000
Skills
Lead Generation, Online Advertising, Direct Marketing, Email Marketing, Online Marketing, Advertising, B2B, Social Media Marketing, Account Management, Salesforce.com, Cold Calling, Digital Marketing, Social Media, Leadership, CRM, Marketing, Marketing Strategy, Sales, Social Networking, Advertising Sales, SEM, Sales Presentations, Digital Media, Integrated Marketing, SEO, Strategic Planning, Management, Team Building, Strategy, Direct Sales, Sales Management, Selling, Business Development, Strategic Partnerships, Mobile Marketing, Sales Operations, PPC, Customer Service, Direct Mail, Customer Retention, Google Adwords, Series 7, Series 63, Google Analytics, Google+, Team Management, Operations Management, Google Website Optimizer, Customer Acquisition, B2B Marketing
Education
Southern Illinois University, Carbondale 1988 — 1992
GoDaddy August 2014 - Present
hibu January 2009 - August 2014
HSBC December 2005 - January 2009
AT&T October 2000 - December 2005
Morgan Stanley March 1996 - October 2000
Skills
Lead Generation, Online Advertising, Direct Marketing, Email Marketing, Online Marketing, Advertising, B2B, Social Media Marketing, Account Management, Salesforce.com, Cold Calling, Digital Marketing, Social Media, Leadership, CRM, Marketing, Marketing Strategy, Sales, Social Networking, Advertising Sales, SEM, Sales Presentations, Digital Media, Integrated Marketing, SEO, Strategic Planning, Management, Team Building, Strategy, Direct Sales, Sales Management, Selling, Business Development, Strategic Partnerships, Mobile Marketing, Sales Operations, PPC, Customer Service, Direct Mail, Customer Retention, Google Adwords, Series 7, Series 63, Google Analytics, Google+, Team Management, Operations Management, Google Website Optimizer, Customer Acquisition, B2B Marketing
Education
Southern Illinois University, Carbondale 1988 — 1992
Gerry Fitzmaurice's Morgan Stanley Experience 1981 - Present
Job Vice President Outsourcing and Procurement Strategy at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 1981 - Present
Dean Witter Discover & Co. May 1981 - October 2005
AAA Services Window Washing October 1979 - October 1980
Education
Southern Illinois University, Carbondale 1979 — 1981
Bachelor of Arts, Communications / Creative Drama
Longfellow
Morgan Stanley 1981 - Present
Dean Witter Discover & Co. May 1981 - October 2005
AAA Services Window Washing October 1979 - October 1980
Education
Southern Illinois University, Carbondale 1979 — 1981
Bachelor of Arts, Communications / Creative Drama
Longfellow
John Lundstrom's Morgan Stanley Experience October 1995 - Present
Job Senior Loan Officer at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 1995 - Present
Education
Southern Illinois University, Carbondale 1988 — 1992
Bachelor of Science, Economics
Morgan Stanley October 1995 - Present
Education
Southern Illinois University, Carbondale 1988 — 1992
Bachelor of Science, Economics
Guanghua Cao's Morgan Stanley Experience 2006 - April 2013
Job Vice President, Risk Management at AQR Capital Management
Industry Financial Services
Experience
AQR Capital Management April 2013 - Present
Morgan Stanley 2006 - April 2013
Skills
Valuation, Quantitative Finance, Equities, Bloomberg, Hedge Funds, Portfolio Management, Structured Products, Derivatives, Risk Management, Fixed Income
Education
Haas School of Business, UC Berkeley 2005 — 2006
MFE
Southern Methodist University 2002 — 2006
Ph.D, Applied Mathematics
AQR Capital Management April 2013 - Present
Morgan Stanley 2006 - April 2013
Skills
Valuation, Quantitative Finance, Equities, Bloomberg, Hedge Funds, Portfolio Management, Structured Products, Derivatives, Risk Management, Fixed Income
Education
Haas School of Business, UC Berkeley 2005 — 2006
MFE
Southern Methodist University 2002 — 2006
Ph.D, Applied Mathematics
Nicholas Nevins's Morgan Stanley Experience May 2010 - August 2010
Job Associate
Industry Commercial Real Estate
Experience
Brook Partners August 2015 - Present
Morgan Stanley May 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Social Media, Social Networking, Event Planning, Financial Analysis, Social Media Marketing, Financial Modeling, Facebook
Education
Southern Methodist University 2009 — 2013
Bachelor’s Degree, Economics
Southern Methodist University 2009 — 2013
Bachelor's degree, Economics
Brook Partners August 2015 - Present
Morgan Stanley May 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Social Media, Social Networking, Event Planning, Financial Analysis, Social Media Marketing, Financial Modeling, Facebook
Education
Southern Methodist University 2009 — 2013
Bachelor’s Degree, Economics
Southern Methodist University 2009 — 2013
Bachelor's degree, Economics
Jason Devening's Morgan Stanley Experience June 1997 - November 2002
Job Managing Director at UBS Private Wealth Management
Industry Financial Services
Experience
UBS Private Wealth Management February 2015 - Present
UBS Wealth Management January 2009 - Present
Goldman Sachs November 2002 - January 2009
Morgan Stanley June 1997 - November 2002
Education
Vanderbilt University - Owen Graduate School of Management 1995 — 1997
MBA, Finance
Southern Methodist University - Cox School of Business 1989 — 1993
BBA, Marketing
UBS Private Wealth Management February 2015 - Present
UBS Wealth Management January 2009 - Present
Goldman Sachs November 2002 - January 2009
Morgan Stanley June 1997 - November 2002
Education
Vanderbilt University - Owen Graduate School of Management 1995 — 1997
MBA, Finance
Southern Methodist University - Cox School of Business 1989 — 1993
BBA, Marketing
Christopher Connolly,CFP®'s Morgan Stanley Experience 2001 - 2003
Job Financial Consultant
Industry Financial Services
Experience
Etrade 2008 - 2012
TD Ameritrade 2007 - 2008
Fidelity Investments 2005 - 2006
Automatic Data Processing 2003 - 2005
Morgan Stanley 2001 - 2003
Skills
Asset, Retirement Plan..., Financial Advisory, Business Planning, 401k, Direct Sales, 403 b, Simple Plans, Unit Investment Trusts, Registered Investment..., Salesforce.com, Selling
Education
Southern Methodist University
Certificate Program in Financial Planning, Financial Planning
University of New Orleans
Bachelor of Arts (BA), Economics
Etrade 2008 - 2012
TD Ameritrade 2007 - 2008
Fidelity Investments 2005 - 2006
Automatic Data Processing 2003 - 2005
Morgan Stanley 2001 - 2003
Skills
Asset, Retirement Plan..., Financial Advisory, Business Planning, 401k, Direct Sales, 403 b, Simple Plans, Unit Investment Trusts, Registered Investment..., Salesforce.com, Selling
Education
Southern Methodist University
Certificate Program in Financial Planning, Financial Planning
University of New Orleans
Bachelor of Arts (BA), Economics
Arkadi Klepatch's Morgan Stanley Experience January 2007 - February 2008
Job VP at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase May 2014 - Present
Deutsche Bank August 2009 - May 2014
Open Link Financial April 2008 - August 2009
Morgan Stanley January 2007 - February 2008
Bank of America March 2006 - July 2006
IBM July 2005 - March 2006
Isogon 2000 - July 2005
Mobius Management Systems 1998 - 2000
Computer Entity 1997 - 1998
KRINC 1994 - 1997
Skills
Perl, Java, C#, SQL, Databases, C++, Oracle, Unix, Requirements Analysis, Multithreading, Microsoft SQL Server, Sybase, C, Distributed Systems, STL, .NET, Linux, Electronic Trading, Matlab, Python
Education
Southern Federal University (former Rostov State University)
MS, Applied Mathematics
JPMorgan Chase May 2014 - Present
Deutsche Bank August 2009 - May 2014
Open Link Financial April 2008 - August 2009
Morgan Stanley January 2007 - February 2008
Bank of America March 2006 - July 2006
IBM July 2005 - March 2006
Isogon 2000 - July 2005
Mobius Management Systems 1998 - 2000
Computer Entity 1997 - 1998
KRINC 1994 - 1997
Skills
Perl, Java, C#, SQL, Databases, C++, Oracle, Unix, Requirements Analysis, Multithreading, Microsoft SQL Server, Sybase, C, Distributed Systems, STL, .NET, Linux, Electronic Trading, Matlab, Python
Education
Southern Federal University (former Rostov State University)
MS, Applied Mathematics
Joseph G. O'Keefe's Morgan Stanley Experience June 2006 - February 2012
Job Financial Advisor, Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2012 - Present
Morgan Stanley June 2006 - February 2012
Education
Southern New Hampshire University 1985 — 1989
Economics/Finance
Ameriprise Financial Services, Inc. February 2012 - Present
Morgan Stanley June 2006 - February 2012
Education
Southern New Hampshire University 1985 — 1989
Economics/Finance
Parker Polley's Morgan Stanley Experience August 2008 - March 2010
Job Technical Writer at Wenzlau Engineering, Inc.
Industry Defense & Space
Experience
Wenzlau Engineering, Inc. May 2010 - Present
Morgan Stanley August 2008 - March 2010
Skills
Proposal Writing, Microsoft Excel, Microsoft Office, Technical Writing, Program Management, Project Management, Process Improvement, Project Planning, Software Documentation, Engineering
Education
Southern Methodist University 2005 — 2009
Bachelor of Arts (B.A.), Markets and Culture
Wenzlau Engineering, Inc. May 2010 - Present
Morgan Stanley August 2008 - March 2010
Skills
Proposal Writing, Microsoft Excel, Microsoft Office, Technical Writing, Program Management, Project Management, Process Improvement, Project Planning, Software Documentation, Engineering
Education
Southern Methodist University 2005 — 2009
Bachelor of Arts (B.A.), Markets and Culture
Deb Snell's Morgan Stanley Experience August 2010 - Present
Job Account Surveillance & Fraud
Industry Financial Services
Experience
Morgan Stanley August 2010 - Present
Education
Southern Utah University 2010 — 2012
Bachelor of Science (B.S.), Psychology, 3.0
Morgan Stanley August 2010 - Present
Education
Southern Utah University 2010 — 2012
Bachelor of Science (B.S.), Psychology, 3.0
Lacy Adair Henson's Morgan Stanley Experience August 2013 - Present
Job Registered Associate
Industry Financial Services
Experience
Morgan Stanley August 2013 - Present
UBS October 2011 - August 2013
Morgan Stanley Smith Barney (Legacy Smith Barney) September 1995 - October 2011
Skills
Series 7, 8, & 63..., Series 65
Education
Southern Methodist University 1975 — 1979
Bachelor of Arts (B.A.), Elementary Education, Spcialization in Physical Education
Morgan Stanley August 2013 - Present
UBS October 2011 - August 2013
Morgan Stanley Smith Barney (Legacy Smith Barney) September 1995 - October 2011
Skills
Series 7, 8, & 63..., Series 65
Education
Southern Methodist University 1975 — 1979
Bachelor of Arts (B.A.), Elementary Education, Spcialization in Physical Education
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS