Morgan Stanley
Industry: Investment banking company
DescriptionMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. Headquarters: New York City, New York, United States CEO: James P. Gorman (Jan 1, 2010–) Revenue: 37.94 billion USD (2017) Subsidiaries: Discover Financial Services, Did you know: Morgan Stanley is the sixth-largest bank in the US by total assets ($875 B). wikipedia.org
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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
Michael Coffee Michael Coffee's Morgan Stanley Experience 2002 - 2011
Job Executive Director / Market Director at JPMorgan Securities, LLC
Industry Financial Services
Experience
JPMorgan Securities, LLC 2014 - Present
Guggenheim Investments 2011 - 2013
Morgan Stanley 2002 - 2011
Education
Belmont Abbey College
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
JPMorgan Securities, LLC 2014 - Present
Guggenheim Investments 2011 - 2013
Morgan Stanley 2002 - 2011
Education
Belmont Abbey College
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Jasper Huang Jasper Huang's Morgan Stanley Experience August 2014 - Present
Job Incoming Analyst Structured Investments at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2014 - Present
The Vanguard Newspaper, Bentley University September 2011 - December 2014
Morgan Stanley June 2014 - August 2014
Morgan Stanley Wealth Management May 2013 - August 2013
Morgan Stanley June 2012 - August 2012
HSBC June 2010 - August 2010
Kumon October 2008 - June 2009
Skills
Dual-language fluency..., Public Speaking, High Impact..., Forensic Speaking &..., Multi-platform computer..., Fixed income securities, Derivative products, VBA programming, SQL programming, Bloomberg Software, FactSet Suite, Risk profiling/hedging, Bond..., 2D Graphic Design, Adobe Photoshop Suite, Derivatives, SQL, Fixed Income, VBA, Capital Markets, Bloomberg, Management, Research
Education
Bentley University 2011 — 2015
Bachelor of Science (B.S.)
Livingston High School 2007 — 2011
Morgan Stanley August 2014 - Present
The Vanguard Newspaper, Bentley University September 2011 - December 2014
Morgan Stanley June 2014 - August 2014
Morgan Stanley Wealth Management May 2013 - August 2013
Morgan Stanley June 2012 - August 2012
HSBC June 2010 - August 2010
Kumon October 2008 - June 2009
Skills
Dual-language fluency..., Public Speaking, High Impact..., Forensic Speaking &..., Multi-platform computer..., Fixed income securities, Derivative products, VBA programming, SQL programming, Bloomberg Software, FactSet Suite, Risk profiling/hedging, Bond..., 2D Graphic Design, Adobe Photoshop Suite, Derivatives, SQL, Fixed Income, VBA, Capital Markets, Bloomberg, Management, Research
Education
Bentley University 2011 — 2015
Bachelor of Science (B.S.)
Livingston High School 2007 — 2011
Nicholas Betro's Morgan Stanley Experience October 2014 - Present
Job Consulting Group Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2014 - Present
Morgan Stanley Wealth Management June 2011 - Present
SECURITIES AND EXCHANGE COMMISSION June 2010 - August 2010
BLOOMBERG, L.P. May 2009 - August 2009
Gabelli Asset Management June 2008 - July 2008
JNK Securities May 2007 - June 2007
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2010 — 2012
Master of Business Administration (MBA), Finance
Bentley University
Bachelor of Science, Managerial Economics and Liberal Studies; Quantitative Perspectives
Bentley University
McCallum Graduate School of Business M.B.A, Finance
Morgan Stanley October 2014 - Present
Morgan Stanley Wealth Management June 2011 - Present
SECURITIES AND EXCHANGE COMMISSION June 2010 - August 2010
BLOOMBERG, L.P. May 2009 - August 2009
Gabelli Asset Management June 2008 - July 2008
JNK Securities May 2007 - June 2007
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2010 — 2012
Master of Business Administration (MBA), Finance
Bentley University
Bachelor of Science, Managerial Economics and Liberal Studies; Quantitative Perspectives
Bentley University
McCallum Graduate School of Business M.B.A, Finance
Chana Miller's Morgan Stanley Experience November 2013 - Present
Job Experienced Legal Assistant
Industry Legal Services
Experience
Morgan Stanley November 2013 - Present
Ohio Attorney General's Office March 2013 - November 2013
Central Ohio Technical College 2008 - January 2012
Columbus State Community College 2005 - 2008
Columbus State Community College April 2000 - June 2005
Skills
Higher Education, Project Management, Event Planning, Research, PowerPoint, Microsoft Office, Management, Training, Customer Service, Marketing, Strategic Planning, Event Management, Community Outreach, Leadership, Policy, Outlook, Program Management, Teaching, Editing, Microsoft Word
Education
Bellevue University 2004 — 2007
BS, Criminal Justice
Columbus State 1999 — 2001
Associate of Applied Science, Legal Assisting
Morgan Stanley November 2013 - Present
Ohio Attorney General's Office March 2013 - November 2013
Central Ohio Technical College 2008 - January 2012
Columbus State Community College 2005 - 2008
Columbus State Community College April 2000 - June 2005
Skills
Higher Education, Project Management, Event Planning, Research, PowerPoint, Microsoft Office, Management, Training, Customer Service, Marketing, Strategic Planning, Event Management, Community Outreach, Leadership, Policy, Outlook, Program Management, Teaching, Editing, Microsoft Word
Education
Bellevue University 2004 — 2007
BS, Criminal Justice
Columbus State 1999 — 2001
Associate of Applied Science, Legal Assisting
Alec Chmielewski Alec Chmielewski's Morgan Stanley Experience November 2003 - April 2005
Job Registered Sales Assistant/Tech Support Specialist
Industry Information Technology and Services
Experience
Kwangjang Elementary School May 2011 - May 2013
BCM Language Centers April 2011 - December 2011
Janghak Education June 2010 - March 2011
KNC Hyunjae May 2009 - May 2010
Wealth Enhancement Group January 2008 - March 2009
Ameriprise Financial Services, Inc. March 2006 - September 2006
Ferguson Financial April 2005 - January 2006
Morgan Stanley November 2003 - April 2005
Skills
Teaching, Microsoft Office, Customer Service, Microsoft Excel, Curriculum Design, PowerPoint, Curriculum Development, Microsoft Word, Strategic Planning, Series 7, Series 63, Life Insurance, CompTIA A+ Certification, TESOL, ESL, Personal Financial..., Team Leadership, CompTIA Network+...
Education
University of Minnesota-Twin Cities 1999 — 2004
Bachelor's degree, Asian Languages and Literatures
Bemidji State University 1998 — 1999
Kwangjang Elementary School May 2011 - May 2013
BCM Language Centers April 2011 - December 2011
Janghak Education June 2010 - March 2011
KNC Hyunjae May 2009 - May 2010
Wealth Enhancement Group January 2008 - March 2009
Ameriprise Financial Services, Inc. March 2006 - September 2006
Ferguson Financial April 2005 - January 2006
Morgan Stanley November 2003 - April 2005
Skills
Teaching, Microsoft Office, Customer Service, Microsoft Excel, Curriculum Design, PowerPoint, Curriculum Development, Microsoft Word, Strategic Planning, Series 7, Series 63, Life Insurance, CompTIA A+ Certification, TESOL, ESL, Personal Financial..., Team Leadership, CompTIA Network+...
Education
University of Minnesota-Twin Cities 1999 — 2004
Bachelor's degree, Asian Languages and Literatures
Bemidji State University 1998 — 1999
Gareth Burrowes Gareth Burrowes's Morgan Stanley Experience January 2007 - January 2008
Job Solution Consultant at Kitewheel
Industry Information Technology and Services
Experience
Kitewheel July 2014 - Present
Graduate Information Technology Management Association September 2013 - May 2014
Bentley University March 2013 - May 2014
Bentley University 2012 - May 2014
Student Loan Bureau April 2012 - August 2012
Ministry of Transport and Works January 2011 - January 2012
B & W January 2008 - January 2011
Rotaract 2009 - 2010
Morgan Stanley January 2007 - January 2008
Skills
Project Management, Data Analysis, Analysis, Team Leadership, Enterprise Architecture, Microsoft SQL Server, Business Process..., PowerPoint, Software Project..., Visual Basic, Leadership, Oracle, SAP ERP, Data Warehousing, SQL, Business Intelligence, Databases, Software Development, Business Analysis, Visio, MS Project, Analytics, Management, Market Research, Teamwork
Education
Bentley University 2012 — 2014
MScIT / MBA, Information Technology
University of Maryland
Bachelor of Science, Computer Science
General Assembly 2015 — 2015
Product Management, Product Management and User Experience
Management Institute for National Development
Post Graduate Diploma, Project Management
Kitewheel July 2014 - Present
Graduate Information Technology Management Association September 2013 - May 2014
Bentley University March 2013 - May 2014
Bentley University 2012 - May 2014
Student Loan Bureau April 2012 - August 2012
Ministry of Transport and Works January 2011 - January 2012
B & W January 2008 - January 2011
Rotaract 2009 - 2010
Morgan Stanley January 2007 - January 2008
Skills
Project Management, Data Analysis, Analysis, Team Leadership, Enterprise Architecture, Microsoft SQL Server, Business Process..., PowerPoint, Software Project..., Visual Basic, Leadership, Oracle, SAP ERP, Data Warehousing, SQL, Business Intelligence, Databases, Software Development, Business Analysis, Visio, MS Project, Analytics, Management, Market Research, Teamwork
Education
Bentley University 2012 — 2014
MScIT / MBA, Information Technology
University of Maryland
Bachelor of Science, Computer Science
General Assembly 2015 — 2015
Product Management, Product Management and User Experience
Management Institute for National Development
Post Graduate Diploma, Project Management
Amar Jay Singh Amar Jay Singh's Morgan Stanley Experience September 2004 - August 2009
Job Entrepreneurial and Global Executive
Industry Executive Office
Experience
TGR Group August 2006 - Present
Biz Mantra Inc January 2010 - Present
Morgan Stanley September 2004 - August 2009
OLDE August 1999 - September 2004
Skills
Private Equity, Recruiting, Investment Banking, Mergers, Strategy, Management, Mergers & Acquisitions, Analytics, Business Development, Consulting, Investments, Business Strategy, Venture Capital, Start-ups, Entrepreneurship, Finance, Management Consulting, Executive Management, Business Planning, Strategic Partnerships, Corporate Development, Due Diligence, Competitive Analysis, Valuation, Corporate Finance
Education
Belmont Abbey College 1989 — 1993
BA Honors, International Relations and Mathematics
University of California, Berkeley 1992 — 1992
Ethics
International School of Paris 1987 — 1988
International Baccalaureate
British School of Paris 1985 — 1987
Mahatma Gandhi Institute 1982 — 1985
Cambridge Foundation 1979 — 1982
TGR Group August 2006 - Present
Biz Mantra Inc January 2010 - Present
Morgan Stanley September 2004 - August 2009
OLDE August 1999 - September 2004
Skills
Private Equity, Recruiting, Investment Banking, Mergers, Strategy, Management, Mergers & Acquisitions, Analytics, Business Development, Consulting, Investments, Business Strategy, Venture Capital, Start-ups, Entrepreneurship, Finance, Management Consulting, Executive Management, Business Planning, Strategic Partnerships, Corporate Development, Due Diligence, Competitive Analysis, Valuation, Corporate Finance
Education
Belmont Abbey College 1989 — 1993
BA Honors, International Relations and Mathematics
University of California, Berkeley 1992 — 1992
Ethics
International School of Paris 1987 — 1988
International Baccalaureate
British School of Paris 1985 — 1987
Mahatma Gandhi Institute 1982 — 1985
Cambridge Foundation 1979 — 1982
Kevin Ramsdell's Morgan Stanley Experience March 2004 - May 2004
Job Business Analytics Solution Architect
Industry Information Technology and Services
Experience
Mainline Information Systems November 2012 - Present
Software by Design, Inc June 2007 - November 2012
Jefferies & Company June 2004 - June 2007
Morgan Stanley March 2004 - May 2004
The Bank of New York November 2002 - March 2004
Lewtan Technologies 1999 - 2003
The Bulfinch Group 1999 - 2000
Skills
Business Intelligence, IBM Cognos, Red Hat, JBoss, Microstrategy, Data Warehousing, Business Analysis, Dashboard, Business Analytics, ETL, Data Modeling, Analytics, OLAP, Performance Management, Financial Services, Cognos
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1999 — 2001
Masters, Computer Information Systems
Bentley University 1991 — 1995
Bachelors of Science, Finance
Mainline Information Systems November 2012 - Present
Software by Design, Inc June 2007 - November 2012
Jefferies & Company June 2004 - June 2007
Morgan Stanley March 2004 - May 2004
The Bank of New York November 2002 - March 2004
Lewtan Technologies 1999 - 2003
The Bulfinch Group 1999 - 2000
Skills
Business Intelligence, IBM Cognos, Red Hat, JBoss, Microstrategy, Data Warehousing, Business Analysis, Dashboard, Business Analytics, ETL, Data Modeling, Analytics, OLAP, Performance Management, Financial Services, Cognos
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1999 — 2001
Masters, Computer Information Systems
Bentley University 1991 — 1995
Bachelors of Science, Finance
Joshua Fischler's Morgan Stanley Experience June 2010 - August 2010
Job Associate at TD Securities
Industry Financial Services
Experience
TD Securities January 2015 - Present
Kroll Bond Rating Agency, Inc. June 2011 - December 2014
Morgan Stanley June 2010 - August 2010
Dowling & Partners Securities LLC May 2009 - August 2009
IHONC Referee, Ice Rink September 2002 - May 2009
Reflexite Corporation May 2008 - August 2008
Skills
Bloomberg, Financial Modeling, Financial Analysis, CMBS, Formatting Documents, Structured Finance, Trading, Valuation, Analysis, Financial Risk, Investment Banking, Investments, Securitization, Capital Markets, Portfolio Management
Education
Bentley University 2007 — 2011
Bachelor of Science, Finance and Liberal Studies; Quantitative Perspectives
TD Securities January 2015 - Present
Kroll Bond Rating Agency, Inc. June 2011 - December 2014
Morgan Stanley June 2010 - August 2010
Dowling & Partners Securities LLC May 2009 - August 2009
IHONC Referee, Ice Rink September 2002 - May 2009
Reflexite Corporation May 2008 - August 2008
Skills
Bloomberg, Financial Modeling, Financial Analysis, CMBS, Formatting Documents, Structured Finance, Trading, Valuation, Analysis, Financial Risk, Investment Banking, Investments, Securitization, Capital Markets, Portfolio Management
Education
Bentley University 2007 — 2011
Bachelor of Science, Finance and Liberal Studies; Quantitative Perspectives
Zach Leach Zach Leach's Morgan Stanley Experience January 2013 - December 2013
Job IT Support Specialist at United Launch Alliance (ULA)
Industry Information Technology and Services
Experience
United Launch Alliance (ULA) January 2014 - Present
Morgan Stanley January 2013 - December 2013
HSBC October 2006 - April 2008
Skills
Banking, Business Analysis, Financial Analysis, Customer Service, Finance, Microsoft Excel, Corporate Finance, Microsoft Office, Sales, ITIL, PowerPoint, Management, Team Leadership, Process Improvement, Leadership, Outlook, Visio, Access, Analysis, Disaster Recovery
Education
Belmont University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Entrepreneurship/Entrepreneurial Studies
Belmont University 2001 — 2005
United Launch Alliance (ULA) January 2014 - Present
Morgan Stanley January 2013 - December 2013
HSBC October 2006 - April 2008
Skills
Banking, Business Analysis, Financial Analysis, Customer Service, Finance, Microsoft Excel, Corporate Finance, Microsoft Office, Sales, ITIL, PowerPoint, Management, Team Leadership, Process Improvement, Leadership, Outlook, Visio, Access, Analysis, Disaster Recovery
Education
Belmont University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Entrepreneurship/Entrepreneurial Studies
Belmont University 2001 — 2005
Syed Ahmar Nauman's Morgan Stanley Experience November 2012 - February 2014
Job Sr. Software Engineer/Architect
Industry Information Technology and Services
Experience
Infogroup 2015 - Present
First Data Corporation 2014 - 2015
Morgan Stanley November 2012 - February 2014
Verizon 2011 - 2012
National Consulting Group 2009 - 2012
PepsiCo - Pepsi Beverages Company May 2011 - December 2011
Bloomberg LP September 2010 - March 2011
Fidelity Information Services September 2009 - June 2010
DigiDent Solutions April 2009 - September 2009
LMKR September 2007 - February 2009
Skills
Oracle, C++, Software Project..., Unix, Databases, SQL, Requirements Analysis, Software Development, XML, PL/SQL, C/C++, Unix Shell Scripting, C#, SOA, OOP, STL, Operating Systems, Web Services, Business Intelligence, UML, Design Patterns, Spring, PostgreSQL, Agile Methodologies, SOAP, Python, Fixed Income, Shell Scripting, Spring Framework
Education
Bellevue University
Master's degree
Southern New Hampshire University 2014 — 2014
Data Analytics
Iqra University 2002 — 2003
M.Sc
University of the Punjab, Lahore
B.Sc
Infogroup 2015 - Present
First Data Corporation 2014 - 2015
Morgan Stanley November 2012 - February 2014
Verizon 2011 - 2012
National Consulting Group 2009 - 2012
PepsiCo - Pepsi Beverages Company May 2011 - December 2011
Bloomberg LP September 2010 - March 2011
Fidelity Information Services September 2009 - June 2010
DigiDent Solutions April 2009 - September 2009
LMKR September 2007 - February 2009
Skills
Oracle, C++, Software Project..., Unix, Databases, SQL, Requirements Analysis, Software Development, XML, PL/SQL, C/C++, Unix Shell Scripting, C#, SOA, OOP, STL, Operating Systems, Web Services, Business Intelligence, UML, Design Patterns, Spring, PostgreSQL, Agile Methodologies, SOAP, Python, Fixed Income, Shell Scripting, Spring Framework
Education
Bellevue University
Master's degree
Southern New Hampshire University 2014 — 2014
Data Analytics
Iqra University 2002 — 2003
M.Sc
University of the Punjab, Lahore
B.Sc
Christa Fuerst Williams Christa Fuerst Williams's Morgan Stanley Experience February 2009 - May 2010
Job Therapist at Hopewell Counseling
Industry Mental Health Care
Experience
Dore USA January 2014 - Present
Hopewell Counseling January 2015 - July 2015
Three Oaks Behavioral Health January 2014 - August 2014
Center for Marriage and Family Therapy March 2013 - August 2014
Family Legacy Missions International July 2010 - May 2012
Morgan Stanley February 2009 - May 2010
Skills
Microsoft Office, Fundraising, Nonprofits, Microsoft Excel, Philanthropy, Office Administration, Psychology, PowerPoint, Public Speaking, Series 7, Social Media, Client Counseling, Community Outreach, Event Planning, Leadership Development, Research, Team Building, Psychotherapy, Mental Health Counseling, Family Therapy, Crisis Intervention, Group Therapy, Mental Health, Training, Counseling Psychology, Adolescents, Grief Counseling, Theology, Teaching
Education
Reformed Theological Seminary 2012 — 2014
Master of Arts Marriage and Family Therapy, Marriage and Family Therapy/Counseling
Belhaven College 2004 — 2008
Bachelor of Science (B.S.), Business Administration and Management, General
Dore USA January 2014 - Present
Hopewell Counseling January 2015 - July 2015
Three Oaks Behavioral Health January 2014 - August 2014
Center for Marriage and Family Therapy March 2013 - August 2014
Family Legacy Missions International July 2010 - May 2012
Morgan Stanley February 2009 - May 2010
Skills
Microsoft Office, Fundraising, Nonprofits, Microsoft Excel, Philanthropy, Office Administration, Psychology, PowerPoint, Public Speaking, Series 7, Social Media, Client Counseling, Community Outreach, Event Planning, Leadership Development, Research, Team Building, Psychotherapy, Mental Health Counseling, Family Therapy, Crisis Intervention, Group Therapy, Mental Health, Training, Counseling Psychology, Adolescents, Grief Counseling, Theology, Teaching
Education
Reformed Theological Seminary 2012 — 2014
Master of Arts Marriage and Family Therapy, Marriage and Family Therapy/Counseling
Belhaven College 2004 — 2008
Bachelor of Science (B.S.), Business Administration and Management, General
Anthony Landi's Morgan Stanley Experience February 1997 - August 2007
Job First Vice President at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS August 2007 - Present
Morgan Stanley February 1997 - August 2007
Skills
Investments
Education
Bentley University 1990 — 1994
Batchelor of Science, Finance
La Salle Academy providence 1986 — 1990
UBS August 2007 - Present
Morgan Stanley February 1997 - August 2007
Skills
Investments
Education
Bentley University 1990 — 1994
Batchelor of Science, Finance
La Salle Academy providence 1986 — 1990
Lancelot Esteibar Lancelot Esteibar's Morgan Stanley Experience January 2015 - Present
Job at AQR Capital
Industry Financial Services
Experience
AQR Capital Management August 2015 - Present
Morgan Stanley January 2015 - Present
Morgan Stanley January 2013 - January 2015
Financial Industry Regulatory Authority August 2011 - December 2011
US Securities and Exchange Commission June 2011 - August 2011
U.S. District Court, E.D.N.Y. May 2010 - August 2010
Willkie Farr & Gallagher LLP February 2008 - May 2009
Fried Frank June 2006 - February 2008
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2009 — 2012
Doctor of Law (J.D.), Concentration in Commercial Law; Certificate in Dispute Resolution
The Johns Hopkins University 2002 — 2006
Bachelor of Arts (B.A.), Public Health
Chaminade H.S.
AQR Capital Management August 2015 - Present
Morgan Stanley January 2015 - Present
Morgan Stanley January 2013 - January 2015
Financial Industry Regulatory Authority August 2011 - December 2011
US Securities and Exchange Commission June 2011 - August 2011
U.S. District Court, E.D.N.Y. May 2010 - August 2010
Willkie Farr & Gallagher LLP February 2008 - May 2009
Fried Frank June 2006 - February 2008
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2009 — 2012
Doctor of Law (J.D.), Concentration in Commercial Law; Certificate in Dispute Resolution
The Johns Hopkins University 2002 — 2006
Bachelor of Arts (B.A.), Public Health
Chaminade H.S.
Susan Holtham Susan Holtham's Morgan Stanley Experience April 2000 - September 2004
Job
Industry Management Consulting
Experience
Berkshire Consulting, LLC October 2013 - Present
Rockwell Automation February 2012 - June 2014
Independent Consultant April 2011 - February 2012
MHC, Inc. July 2008 - March 2011
PricewaterhouseCoopers October 2004 - June 2007
Morgan Stanley April 2000 - September 2004
Tiffany & Co. April 1999 - March 2000
Skills
Lean Six Sigma, Continuous Improvement, Business Process..., Organizational..., Change Management, Operational Excellence, Public Speaking, Expatriate Management, Black Belt, Training & Development, Management Consulting, Mentoring, New Business Development, Financial Control, Business Strategy, Cross-functional Team..., Business Transformation, Process Improvement, Coaching, Management, Strategic Planning, Financial Audits, Leadership, Project Management, Supply Chain Management, Six Sigma, Forecasting, Customer Satisfaction
Education
Bentley University 1990 — 1994
BS, Finance
Georgetown University
Organizational Leadership
Berkshire Consulting, LLC October 2013 - Present
Rockwell Automation February 2012 - June 2014
Independent Consultant April 2011 - February 2012
MHC, Inc. July 2008 - March 2011
PricewaterhouseCoopers October 2004 - June 2007
Morgan Stanley April 2000 - September 2004
Tiffany & Co. April 1999 - March 2000
Skills
Lean Six Sigma, Continuous Improvement, Business Process..., Organizational..., Change Management, Operational Excellence, Public Speaking, Expatriate Management, Black Belt, Training & Development, Management Consulting, Mentoring, New Business Development, Financial Control, Business Strategy, Cross-functional Team..., Business Transformation, Process Improvement, Coaching, Management, Strategic Planning, Financial Audits, Leadership, Project Management, Supply Chain Management, Six Sigma, Forecasting, Customer Satisfaction
Education
Bentley University 1990 — 1994
BS, Finance
Georgetown University
Organizational Leadership
Andres J. Valverde Andres J. Valverde's Morgan Stanley Experience June 2014 - August 2014
Job Student at Bentley University
Industry
Experience
Morgan Stanley June 2014 - August 2014
La Flor Dominicana May 2012 - April 2014
Argentina Properties Sotheby's International Realty May 2011 - August 2011
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Facebook
Education
Bentley University 2014 — 2016
Accounting and Finance
Florida International University 2012 — 2014
Palmer Trinity High School 2008 — 2012
High School
Morgan Stanley June 2014 - August 2014
La Flor Dominicana May 2012 - April 2014
Argentina Properties Sotheby's International Realty May 2011 - August 2011
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Facebook
Education
Bentley University 2014 — 2016
Accounting and Finance
Florida International University 2012 — 2014
Palmer Trinity High School 2008 — 2012
High School
Benjamin Boehme's Morgan Stanley Experience February 2013 - May 2013
Job Account Executive at Revel Systems
Industry Internet
Experience
Revel Systems August 2015 - Present
Zenefits January 2015 - July 2015
Tesla Motors October 2013 - November 2013
Tesla Motors August 2013 - October 2013
Morgan Stanley February 2013 - May 2013
Catherine Hardwicke Productions June 2012 - September 2012
Skills
Startups, Self-Starter, Sales, Sales Process, Sales Operations, Business Development, Lead Generation, Team Building, Leadership, Sales Prospecting, Design, Verbal Communication, Written Communication, Salesforce.com, Entrepreneurship, Collaboration, User Experience, Business Strategy, Financial Analysis, Market Research, Marketing, Time Management, Customer Service, Investments, Google Apps, Mac OS, SalesLoft, HRIS, HR Software, Benefits Administration, Social Media, Electric Vehicles
Education
University of Kentucky 2006 — 2008
Bachelor of Arts (B.A.)
Bellarmine University 2008 — 2010
Bachelor of Arts (B.A.)
Revel Systems August 2015 - Present
Zenefits January 2015 - July 2015
Tesla Motors October 2013 - November 2013
Tesla Motors August 2013 - October 2013
Morgan Stanley February 2013 - May 2013
Catherine Hardwicke Productions June 2012 - September 2012
Skills
Startups, Self-Starter, Sales, Sales Process, Sales Operations, Business Development, Lead Generation, Team Building, Leadership, Sales Prospecting, Design, Verbal Communication, Written Communication, Salesforce.com, Entrepreneurship, Collaboration, User Experience, Business Strategy, Financial Analysis, Market Research, Marketing, Time Management, Customer Service, Investments, Google Apps, Mac OS, SalesLoft, HRIS, HR Software, Benefits Administration, Social Media, Electric Vehicles
Education
University of Kentucky 2006 — 2008
Bachelor of Arts (B.A.)
Bellarmine University 2008 — 2010
Bachelor of Arts (B.A.)
Aaron Searcy's Morgan Stanley Experience January 2013 - August 2013
Job MBA Benefits Intern at LG&E and KU Energy LLC
Industry Financial Services
Experience
LG&E and KU Energy LLC September 2014 - Present
PwC August 2013 - April 2014
Morgan Stanley January 2013 - August 2013
Brown-Forman October 2012 - December 2012
Farm Credit Mid-America May 2012 - December 2012
CGB Enterprises AgriFinancial Services September 2010 - May 2012
Skills
Finance, Account Reconciliation, Analysis, Loans, Financial Analysis, Financial Risk, Microsoft Excel, Accounting, PowerPoint, Cash Flow, Economics, Financial Reporting
Education
University of Louisville 2014 — 2016
Master of Business Administration (M.B.A.), Entrepreneurship MBA
Bellarmine University 2009 — 2013
Bachelor's Degree, Economics and Finance; Minor in Accounting
LG&E and KU Energy LLC September 2014 - Present
PwC August 2013 - April 2014
Morgan Stanley January 2013 - August 2013
Brown-Forman October 2012 - December 2012
Farm Credit Mid-America May 2012 - December 2012
CGB Enterprises AgriFinancial Services September 2010 - May 2012
Skills
Finance, Account Reconciliation, Analysis, Loans, Financial Analysis, Financial Risk, Microsoft Excel, Accounting, PowerPoint, Cash Flow, Economics, Financial Reporting
Education
University of Louisville 2014 — 2016
Master of Business Administration (M.B.A.), Entrepreneurship MBA
Bellarmine University 2009 — 2013
Bachelor's Degree, Economics and Finance; Minor in Accounting
Alex Ravanis's Morgan Stanley Experience September 2014 - Present
Job Client Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2014 - Present
Frank's Steak House May 2013 - September 2014
Merrill Lynch September 2013 - May 2014
Morgan Stanley August 2012 - September 2013
Reading Youth Baseball April 2006 - August 2010
Reading Baseball Mini-Camp January 2004 - January 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Teamwork, Data Analysis, Investments, Wealth Management..., Market Research, Equity Research, Portfolio Management, Performance Analysis, Client Service Oriented, Morningstar, Organizational..., Microsoft Word, Client Services
Education
Bentley University 2011 — 2014
Bachelor of Science (B.S.), Economics-Finance & Quantitative Perspectives
Morgan Stanley September 2014 - Present
Frank's Steak House May 2013 - September 2014
Merrill Lynch September 2013 - May 2014
Morgan Stanley August 2012 - September 2013
Reading Youth Baseball April 2006 - August 2010
Reading Baseball Mini-Camp January 2004 - January 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Teamwork, Data Analysis, Investments, Wealth Management..., Market Research, Equity Research, Portfolio Management, Performance Analysis, Client Service Oriented, Morningstar, Organizational..., Microsoft Word, Client Services
Education
Bentley University 2011 — 2014
Bachelor of Science (B.S.), Economics-Finance & Quantitative Perspectives
Sean Roos Sean Roos's Morgan Stanley Experience April 2015 - September 2015
Job Compliance Associate at Morgan Stanley (through Axiom)
Industry Law Practice
Experience
Morgan Stanley April 2015 - September 2015
J.P. Morgan December 2014 - March 2015
Sandell Asset Mgmt. September 2014 - December 2014
Chart Prophet Capital August 2012 - July 2014
Weitz & Luxenberg June 2011 - August 2011
The Honorable Gary F. Knobel, Hempstead District Court, Hempstead, NY May 2010 - September 2010
Dewey & LeBoeuf LLP June 2007 - January 2009
Skills
Operations Management, Legal, Analysis, Investments, Trials, Management, Hedge Funds, Criminal Law, Training, Equities, Mutual Funds, Appeals, Funding, Dispute Resolution, Outlook, Mergers & Acquisitions, Hearings, Due Diligence, Securities, Litigation Support, Estate Planning, Legal Research, Courts, Litigation, Legal Writing
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2009 — 2012
Doctor of Law (J.D.)
Rutgers University 2005 — 2008
Bachelor of Arts (B.A.), Political Science and Government, Magna Cum Laude
Morgan Stanley April 2015 - September 2015
J.P. Morgan December 2014 - March 2015
Sandell Asset Mgmt. September 2014 - December 2014
Chart Prophet Capital August 2012 - July 2014
Weitz & Luxenberg June 2011 - August 2011
The Honorable Gary F. Knobel, Hempstead District Court, Hempstead, NY May 2010 - September 2010
Dewey & LeBoeuf LLP June 2007 - January 2009
Skills
Operations Management, Legal, Analysis, Investments, Trials, Management, Hedge Funds, Criminal Law, Training, Equities, Mutual Funds, Appeals, Funding, Dispute Resolution, Outlook, Mergers & Acquisitions, Hearings, Due Diligence, Securities, Litigation Support, Estate Planning, Legal Research, Courts, Litigation, Legal Writing
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2009 — 2012
Doctor of Law (J.D.)
Rutgers University 2005 — 2008
Bachelor of Arts (B.A.), Political Science and Government, Magna Cum Laude
Greg Avola's Morgan Stanley Experience September 2010 - September 2012
Job Senior Software Engineer at Disney ABC Television Group
Industry Information Technology and Services
Experience
Disney ABC Television Group June 2014 - Present
Untappd LLC September 2010 - Present
Disney ABC Television Group September 2012 - 2014
Morgan Stanley September 2010 - September 2012
KPMG Advisory September 2008 - September 2010
Travelers May 2007 - August 2007
The Mathworks May 2005 - September 2006
Skills
SOX, SDLC, Visio, IT Audit, Business Analysis, PHP, MySQL, jQuery, Oracle, Redis, JavaScript, Web Applications, Software Development, Linux, Sarbanes-Oxley Act, Mobile Applications, Web Development
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2008
MS, Master of Science in Information Technology (MSIT)
Bentley University 2003 — 2007
BS, Computer Information System
Disney ABC Television Group June 2014 - Present
Untappd LLC September 2010 - Present
Disney ABC Television Group September 2012 - 2014
Morgan Stanley September 2010 - September 2012
KPMG Advisory September 2008 - September 2010
Travelers May 2007 - August 2007
The Mathworks May 2005 - September 2006
Skills
SOX, SDLC, Visio, IT Audit, Business Analysis, PHP, MySQL, jQuery, Oracle, Redis, JavaScript, Web Applications, Software Development, Linux, Sarbanes-Oxley Act, Mobile Applications, Web Development
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2008
MS, Master of Science in Information Technology (MSIT)
Bentley University 2003 — 2007
BS, Computer Information System
Ashley Persin's Morgan Stanley Experience May 2011 - May 2011
Job Systems Analyst at Brown Brothers Harriman
Industry Information Technology and Services
Experience
Brown Brothers Harriman July 2014 - Present
Brown Brothers Harriman June 2013 - August 2013
Federal Reserve Bank of Chicago June 2012 - August 2012
Ameriprise Financial Services, Inc. January 2012 - May 2012
Morgan Stanley May 2011 - May 2011
Skills
JavaScript, Microsoft Excel, Microsoft Word, PowerPoint, Visio, Teamwork, Leadership, Metadata, Databases, Data Management, Social Media, Data Analysis, Facebook, Access
Education
Bentley University 2010 — 2014
Bachelor of Science (B.S.), Computer Information Systems
Geneva Community High School 2006 — 2010
High School Diploma
Brown Brothers Harriman July 2014 - Present
Brown Brothers Harriman June 2013 - August 2013
Federal Reserve Bank of Chicago June 2012 - August 2012
Ameriprise Financial Services, Inc. January 2012 - May 2012
Morgan Stanley May 2011 - May 2011
Skills
JavaScript, Microsoft Excel, Microsoft Word, PowerPoint, Visio, Teamwork, Leadership, Metadata, Databases, Data Management, Social Media, Data Analysis, Facebook, Access
Education
Bentley University 2010 — 2014
Bachelor of Science (B.S.), Computer Information Systems
Geneva Community High School 2006 — 2010
High School Diploma
Nicole Cottone (Ferguson), JD, CAMS Nicole Cottone (Ferguson), JD, CAMS's Morgan Stanley Experience October 2014 - Present
Job Manager, Legal and Compliance at Morgan Stanley
Industry Legal Services
Experience
Morgan Stanley October 2014 - Present
JPMorgan Chase July 2013 - October 2014
Seelig Law Offices, LLC April 2012 - October 2012
Kuniansky & Associates August 2010 - May 2011
Sony Music Entertainment June 2009 - August 2009
OppenheimerFunds June 2008 - August 2008
Murray & Murray January 2008 - April 2008
Skills
Legal Research Skills, Legal Writing, Trial Practice, Client Representation, Legal Research, Civil Litigation, Criminal Defense..., Motions, AML, Employee Training, Due Diligence, Compliance, Trials, Document Review, Litigation Support, Administrative Law, Legal Documents
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2008 — 2010
J.D., Law
Suffolk University Law School 2007 — 2008
Doctor of Law (J.D.), Law
University of Florida 2003 — 2007
Bachelor of Science, Advertising, School of Journalism and Communications
Pine Crest School 1999 — 2003
Morgan Stanley October 2014 - Present
JPMorgan Chase July 2013 - October 2014
Seelig Law Offices, LLC April 2012 - October 2012
Kuniansky & Associates August 2010 - May 2011
Sony Music Entertainment June 2009 - August 2009
OppenheimerFunds June 2008 - August 2008
Murray & Murray January 2008 - April 2008
Skills
Legal Research Skills, Legal Writing, Trial Practice, Client Representation, Legal Research, Civil Litigation, Criminal Defense..., Motions, AML, Employee Training, Due Diligence, Compliance, Trials, Document Review, Litigation Support, Administrative Law, Legal Documents
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2008 — 2010
J.D., Law
Suffolk University Law School 2007 — 2008
Doctor of Law (J.D.), Law
University of Florida 2003 — 2007
Bachelor of Science, Advertising, School of Journalism and Communications
Pine Crest School 1999 — 2003
Nery Morales Nery Morales's Morgan Stanley Experience July 2013 - Present
Job Attorney for Legal and Compliance at Morgan Stanley
Industry Law Practice
Experience
Morgan Stanley July 2013 - Present
U.S. Department of Justice September 2012 - July 2013
Office of the Attorney General of Maryland January 2012 - May 2012
Skills
Legal Research, Legal Writing, Politics, Policy Analysis, Nonprofits, Community Outreach
Education
University of Maryland School of Law 2009 — 2012
Juris Doctorate, Law
Texas Woman's University 2004 — 2007
Master of Arts (M.A.)
Beloit College 1998 — 2002
Bachelor of Arts (B.A.), Women's Studies & Political Science
Morgan Stanley July 2013 - Present
U.S. Department of Justice September 2012 - July 2013
Office of the Attorney General of Maryland January 2012 - May 2012
Skills
Legal Research, Legal Writing, Politics, Policy Analysis, Nonprofits, Community Outreach
Education
University of Maryland School of Law 2009 — 2012
Juris Doctorate, Law
Texas Woman's University 2004 — 2007
Master of Arts (M.A.)
Beloit College 1998 — 2002
Bachelor of Arts (B.A.), Women's Studies & Political Science
Tamara Perry's Morgan Stanley Experience November 2002 - February 2006
Job Associate Team Lead at ACI Worldwide
Industry Online Media
Experience
The Cancer Has Cancer Foundation February 2012 - Present
ACI Worldwide March 2009 - Present
ACI Worldwide March 2009 - Present
Cullen and Dykman LLP July 2008 - March 2009
Law Offices of Richard B Herman April 2006 - April 2008
Morgan Stanley November 2002 - February 2006
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations, Microsoft Word, Marketing, Microsoft Excel, Social Media Marketing, Social Media, Public Relations, Fundraising, Public Speaking, Advertising, Marketing Strategy, Non-profits, Leadership, Nonprofits, Event Management, Event Planning, Integrated Marketing, Strategic Planning, Social Networking
Education
Bellevue University 2013 — 2015
Behavioral Science, Human Development and Family Studies, General, 3.9
University of Phoenix 2010 — 2013
John Jay College of Criminal Justice 1995 — 2000
Bachelor of Arts (B.A.), Legal Studies, General
The Cancer Has Cancer Foundation February 2012 - Present
ACI Worldwide March 2009 - Present
ACI Worldwide March 2009 - Present
Cullen and Dykman LLP July 2008 - March 2009
Law Offices of Richard B Herman April 2006 - April 2008
Morgan Stanley November 2002 - February 2006
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations, Microsoft Word, Marketing, Microsoft Excel, Social Media Marketing, Social Media, Public Relations, Fundraising, Public Speaking, Advertising, Marketing Strategy, Non-profits, Leadership, Nonprofits, Event Management, Event Planning, Integrated Marketing, Strategic Planning, Social Networking
Education
Bellevue University 2013 — 2015
Behavioral Science, Human Development and Family Studies, General, 3.9
University of Phoenix 2010 — 2013
John Jay College of Criminal Justice 1995 — 2000
Bachelor of Arts (B.A.), Legal Studies, General
Paul Klenk Paul Klenk's Morgan Stanley Experience March 2010 - March 2011
Job Administrative Assistant at Apple Bank for Savings
Industry Financial Services
Experience
Apple Bank for Savings August 2011 - Present
Axion LLC March 2008 - September 2011
Morgan Stanley March 2010 - March 2011
Vanderbilt Avenue Asset Management July 2009 - August 2009
Axion LLC February 2008 - August 2009
AllianceBernstein February 2008 - May 2008
Citigroup October 2005 - May 2007
Advantage HR October 2005 - December 2005
Bassini Playfair Wright LLC April 2004 - November 2004
US Trust November 2003 - April 2004
Skills
Editing, Non-profits, Investments, Fundraising, Public Speaking, Loans, Administrative..., Interviews, Human Resources, Press Releases, Social Media Marketing, Marketing, Nonprofits, Community Outreach, Marketing Communications, Public Relations, Credit, Mutual Funds, Public Policy, Theatre, Banking, Strategic Planning, Management, Blogging, Social Media, Politics, Asset Management, Research, Payroll, Publishing, Microsoft Word, Teaching, Event Management, Leadership, Project Management
Education
Bemidji State University 1982 — 1988
Willmar High School
Apple Bank for Savings August 2011 - Present
Axion LLC March 2008 - September 2011
Morgan Stanley March 2010 - March 2011
Vanderbilt Avenue Asset Management July 2009 - August 2009
Axion LLC February 2008 - August 2009
AllianceBernstein February 2008 - May 2008
Citigroup October 2005 - May 2007
Advantage HR October 2005 - December 2005
Bassini Playfair Wright LLC April 2004 - November 2004
US Trust November 2003 - April 2004
Skills
Editing, Non-profits, Investments, Fundraising, Public Speaking, Loans, Administrative..., Interviews, Human Resources, Press Releases, Social Media Marketing, Marketing, Nonprofits, Community Outreach, Marketing Communications, Public Relations, Credit, Mutual Funds, Public Policy, Theatre, Banking, Strategic Planning, Management, Blogging, Social Media, Politics, Asset Management, Research, Payroll, Publishing, Microsoft Word, Teaching, Event Management, Leadership, Project Management
Education
Bemidji State University 1982 — 1988
Willmar High School
Joshua Diamond, Esq. Joshua Diamond, Esq.'s Morgan Stanley Experience September 2013 - January 2015
Job Regulatory Compliance Manager
Industry Financial Services
Experience
ICICI Bank August 2015 - Present
Protiviti February 2015 - August 2015
Morgan Stanley September 2013 - January 2015
Weitz & Luxenberg May 2012 - August 2012
Marilyn Haft May 2011 - August 2011
MFY Legal Services, Inc February 2009 - February 2010
Satterlee Stephens Burke & Burke Law Offices September 2007 - February 2009
Bubb Grogan and Cocca Law Offices May 2005 - August 2005
Skills
Westlaw, Corporate Law, Securities Litigation, Legal Research, Legal Writing, Courts, Commercial Litigation, Civil Litigation, Lexis, Appeals, Litigation, Product Liability, Personal Injury, Intellectual Property, Criminal Law, Family Law, Real Estate, Legal Issues, Litigation Support, Mediation, Securities Regulation, Employment Law, Bankruptcy, Trade Secrets, Trademarks
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2011 — 2013
JD, Law
New York University School of Continuing and Professional Studies
Certificate, Real Estate Finance and Investment
The Pennsylvania State University
Bachelor of Arts, Political Science
New York Real Estate Institute
ICICI Bank August 2015 - Present
Protiviti February 2015 - August 2015
Morgan Stanley September 2013 - January 2015
Weitz & Luxenberg May 2012 - August 2012
Marilyn Haft May 2011 - August 2011
MFY Legal Services, Inc February 2009 - February 2010
Satterlee Stephens Burke & Burke Law Offices September 2007 - February 2009
Bubb Grogan and Cocca Law Offices May 2005 - August 2005
Skills
Westlaw, Corporate Law, Securities Litigation, Legal Research, Legal Writing, Courts, Commercial Litigation, Civil Litigation, Lexis, Appeals, Litigation, Product Liability, Personal Injury, Intellectual Property, Criminal Law, Family Law, Real Estate, Legal Issues, Litigation Support, Mediation, Securities Regulation, Employment Law, Bankruptcy, Trade Secrets, Trademarks
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2011 — 2013
JD, Law
New York University School of Continuing and Professional Studies
Certificate, Real Estate Finance and Investment
The Pennsylvania State University
Bachelor of Arts, Political Science
New York Real Estate Institute
Stephen Micciche, CPA, CMA's Morgan Stanley Experience May 1998 - June 2000
Job Senior Financial Executive
Industry Telecommunications
Experience
Elements Therapeutic Massage New Providence October 2011 - September 2014
Frontier Communications April 2010 - June 2011
Verizon November 2005 - December 2009
Verizon February 2003 - October 2005
Verizon Telecom July 2000 - January 2003
Morgan Stanley May 1998 - June 2000
New England Telephone 1994 - 1996
KPMG Main Hurdman 1984 - 1988
Skills
Revenue Assurance, Decision Support, Accounting, Capital Budgeting, Auditing, Financial Analysis, Cross-functional Team..., Leadership, Managerial Finance, Process Improvement, Sarbanes-Oxley Act, Telecommunications, Strategic Financial..., Corporate Finance, Management, Forecasting, Internal Controls, Mergers & Acquisitions, Financial Modeling, Finance, Integration, Due Diligence, Business Development, Project Planning, Pricing, Business Process..., Analysis, Internal Audit, Executive Management, Financial Planning
Education
Bentley University 1978 — 1982
Bachelors, Accounting
Winchester High School
Elements Therapeutic Massage New Providence October 2011 - September 2014
Frontier Communications April 2010 - June 2011
Verizon November 2005 - December 2009
Verizon February 2003 - October 2005
Verizon Telecom July 2000 - January 2003
Morgan Stanley May 1998 - June 2000
New England Telephone 1994 - 1996
KPMG Main Hurdman 1984 - 1988
Skills
Revenue Assurance, Decision Support, Accounting, Capital Budgeting, Auditing, Financial Analysis, Cross-functional Team..., Leadership, Managerial Finance, Process Improvement, Sarbanes-Oxley Act, Telecommunications, Strategic Financial..., Corporate Finance, Management, Forecasting, Internal Controls, Mergers & Acquisitions, Financial Modeling, Finance, Integration, Due Diligence, Business Development, Project Planning, Pricing, Business Process..., Analysis, Internal Audit, Executive Management, Financial Planning
Education
Bentley University 1978 — 1982
Bachelors, Accounting
Winchester High School
Ranjan Chakraborty Ranjan Chakraborty's Morgan Stanley Experience April 2015 - Present
Job Program Manager, Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley April 2015 - Present
Barclays Investment Bank May 2013 - April 2015
Citigroup November 2009 - May 2013
Credit Suisse 2002 - 2009
Arthur Andersen 2001 - 2002
Sapient 2000 - 2001
Bankers Trust 1993 - 2000
CMC Ltd. 1985 - 1993
Skills
Management, Equities, Investment Banking, Fixed Income, Risk Management, Prime Brokerage, Margin, Billing Systems, PnL, Cross-functional Team..., SDLC, IT Strategy, PMO, Software Project..., Banking, Testing, Capital Markets, Business Process, Vendor Management, Business Analysis, Financial Services, Derivatives, Offshoring, Portfolio Management, Program Management, Project Management
Education
Bengal Engineering and Science University, Shibpur
Bachelor of Engineering, Electrical Engineering
Indian Institute of Technology, Madras
M.Tech, Industrial Management
Morgan Stanley April 2015 - Present
Barclays Investment Bank May 2013 - April 2015
Citigroup November 2009 - May 2013
Credit Suisse 2002 - 2009
Arthur Andersen 2001 - 2002
Sapient 2000 - 2001
Bankers Trust 1993 - 2000
CMC Ltd. 1985 - 1993
Skills
Management, Equities, Investment Banking, Fixed Income, Risk Management, Prime Brokerage, Margin, Billing Systems, PnL, Cross-functional Team..., SDLC, IT Strategy, PMO, Software Project..., Banking, Testing, Capital Markets, Business Process, Vendor Management, Business Analysis, Financial Services, Derivatives, Offshoring, Portfolio Management, Program Management, Project Management
Education
Bengal Engineering and Science University, Shibpur
Bachelor of Engineering, Electrical Engineering
Indian Institute of Technology, Madras
M.Tech, Industrial Management
Courtney Bailey's Morgan Stanley Experience June 2015 - August 2015
Job Business Systems Analyst at athenahealth
Industry Investment Management
Experience
athenahealth August 2015 - Present
Morgan Stanley June 2015 - August 2015
Lexington Wealth Management May 2014 - August 2014
Kane Built Inc May 2012 - August 2013
Skills
Financial Analysis, Investments, Asset Management, Strategic Financial..., Microsoft Excel, Portfolio Management, Mutual Funds, Microsoft Office, Wealth Management, Tax, Research, Series 7, Customer Service, SAP, Retirement Planning, Estate Planning, Business Strategy, Entrepreneurship, Spreadsheets, QuickBooks, Financial Planning
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2015 — 2016
Master of Business Administration (M.B.A.), Information Technology
Bentley University 2011 — 2015
Bachelor of Science (B.S.), Accounting and Finance
athenahealth August 2015 - Present
Morgan Stanley June 2015 - August 2015
Lexington Wealth Management May 2014 - August 2014
Kane Built Inc May 2012 - August 2013
Skills
Financial Analysis, Investments, Asset Management, Strategic Financial..., Microsoft Excel, Portfolio Management, Mutual Funds, Microsoft Office, Wealth Management, Tax, Research, Series 7, Customer Service, SAP, Retirement Planning, Estate Planning, Business Strategy, Entrepreneurship, Spreadsheets, QuickBooks, Financial Planning
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2015 — 2016
Master of Business Administration (M.B.A.), Information Technology
Bentley University 2011 — 2015
Bachelor of Science (B.S.), Accounting and Finance
Christopher D. Baroni Christopher D. Baroni's Morgan Stanley Experience January 2001 - December 2003
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2009 - Present
Morgan Stanley January 2001 - December 2003
Merrill Lynch October 1998 - January 2000
Education
Belmont University 1991 — 1993
Business Administration, Management Information Systems
Nicholls State University 1987 — 1991
Archbishop Rummel 1984 — 1987
High School, High School
OLDP
Ameriprise Financial Services, Inc. July 2009 - Present
Morgan Stanley January 2001 - December 2003
Merrill Lynch October 1998 - January 2000
Education
Belmont University 1991 — 1993
Business Administration, Management Information Systems
Nicholls State University 1987 — 1991
Archbishop Rummel 1984 — 1987
High School, High School
OLDP
Alex Vinokur Alex Vinokur's Morgan Stanley Experience September 2013 - Present
Job Vice President at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley September 2013 - Present
HSBC Securities March 2006 - September 2013
HSBC Securities March 2006 - September 2013
Deutsche Bank September 1999 - March 2006
Merrill Lynch June 1998 - September 1999
SIAC July 1996 - June 1998
CES (Configured Energy Systems) November 1995 - June 1996
Cutler Owens International Ltd April 1993 - October 1995
Skills
Trading, Trading Systems, Securities, Low Latency, Electronic Trading, Options, Market Data, Fixed Income, Derivatives, Equities, Sybase, Capital Markets, FX Options, Investment Banking, Financial Markets, SDLC
Education
New York University - Polytechnic School of Engineering 1995 — 1997
Master of Science, Computer Science
Belaruski Dzjaržauny Universitet Informatyki i Radyjoelektroniki 1985 — 1992
MS (Engineer), Electrical Engineering
Morgan Stanley September 2013 - Present
HSBC Securities March 2006 - September 2013
HSBC Securities March 2006 - September 2013
Deutsche Bank September 1999 - March 2006
Merrill Lynch June 1998 - September 1999
SIAC July 1996 - June 1998
CES (Configured Energy Systems) November 1995 - June 1996
Cutler Owens International Ltd April 1993 - October 1995
Skills
Trading, Trading Systems, Securities, Low Latency, Electronic Trading, Options, Market Data, Fixed Income, Derivatives, Equities, Sybase, Capital Markets, FX Options, Investment Banking, Financial Markets, SDLC
Education
New York University - Polytechnic School of Engineering 1995 — 1997
Master of Science, Computer Science
Belaruski Dzjaržauny Universitet Informatyki i Radyjoelektroniki 1985 — 1992
MS (Engineer), Electrical Engineering
John A. Gordon John A. Gordon's Morgan Stanley Experience January 2007 - November 2007
Job Senior Associate at MassMutual Financial Group Southern New England
Industry Financial Services
Experience
MassMutual Financial Group September 2012 - Present
John Hancock Financial Network August 2009 - September 2012
TD Bank Financial Group January 2008 - July 2009
Morgan Stanley January 2007 - November 2007
Chariot Funding October 2003 - October 2006
Venture Development Corporation April 1997 - October 2003
various locations September 1993 - January 1996
Lahey Clinic September 1990 - April 1993
various locations September 1986 - June 1990
Skills
Retirement Planning, Finance, Insurance, Risk Management, Estate Planning, Small Business, Retirement, Marketing, Financial Advisory, Public Speaking, Tax, Investments, Mutual Funds, Personal Finance, Wealth Management, Strategic Financial..., Financial Services, Portfolio Management, Asset Management, Financial Analysis
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1993 — 1996
MBA, Business Management
Northeastern University 1986 — 1990
BS, Clinical Laboratory Science
Cape Cod Community College 1980 — 1982
AA, Liberal Arts
MassMutual Financial Group September 2012 - Present
John Hancock Financial Network August 2009 - September 2012
TD Bank Financial Group January 2008 - July 2009
Morgan Stanley January 2007 - November 2007
Chariot Funding October 2003 - October 2006
Venture Development Corporation April 1997 - October 2003
various locations September 1993 - January 1996
Lahey Clinic September 1990 - April 1993
various locations September 1986 - June 1990
Skills
Retirement Planning, Finance, Insurance, Risk Management, Estate Planning, Small Business, Retirement, Marketing, Financial Advisory, Public Speaking, Tax, Investments, Mutual Funds, Personal Finance, Wealth Management, Strategic Financial..., Financial Services, Portfolio Management, Asset Management, Financial Analysis
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1993 — 1996
MBA, Business Management
Northeastern University 1986 — 1990
BS, Clinical Laboratory Science
Cape Cod Community College 1980 — 1982
AA, Liberal Arts
Mark Ethington markethington@hotmail.com's Morgan Stanley Experience February 2007 - February 2008
Job Territory Manager at Olympus Medical
Industry Medical Devices
Experience
Olympus America September 2013 - Present
Verathon December 2012 - Present
Philips April 2008 - December 2012
Morgan Stanley February 2007 - February 2008
FREMONT INVESTMENT & LOAN June 2002 - January 2007
Tour Golf Professional January 2001 - March 2002
Skills
Sales Operations, Selling, Cold Calling, Sales Management, Sales, Medical Devices, New Business Development, Trade Shows, Cardiology, Training, Customer Service, Selling Skills
Education
Bellarmine University 1996 — 2000
B.A., Business Administration, 3.4 GPA
Olympus America September 2013 - Present
Verathon December 2012 - Present
Philips April 2008 - December 2012
Morgan Stanley February 2007 - February 2008
FREMONT INVESTMENT & LOAN June 2002 - January 2007
Tour Golf Professional January 2001 - March 2002
Skills
Sales Operations, Selling, Cold Calling, Sales Management, Sales, Medical Devices, New Business Development, Trade Shows, Cardiology, Training, Customer Service, Selling Skills
Education
Bellarmine University 1996 — 2000
B.A., Business Administration, 3.4 GPA
Richard Kerwin Richard Kerwin's Morgan Stanley Experience 2006 - 2008
Job Consultant at Discover Financial Services
Industry Computer Software
Experience
RK Consulting ConsultantDiscover Financial ServicesJuly 2010 - Present
Envolve Consulting, Inc. February 2010 - June 2010
Discover Financial Services 2004 - 2009
Zencos 2003 - 2009
RK Consulting, Inc 1997 - 2009
Morgan Stanley 2006 - 2008
Discover Financial Services 2003 - 2008
SBC 2003 - 2005
Education
DePaul University 1995 — 1997
Computer Science, Computer Science
Loyola University Chicago 1992 — 1995
MA, Latin American History
Chicago State University 1987 — 1991
BA, History and Political Science
University of Illinois at Chicago 1986 — 1987
No, History
Beloit College 1982 — 1983
No, History
RK Consulting ConsultantDiscover Financial ServicesJuly 2010 - Present
Envolve Consulting, Inc. February 2010 - June 2010
Discover Financial Services 2004 - 2009
Zencos 2003 - 2009
RK Consulting, Inc 1997 - 2009
Morgan Stanley 2006 - 2008
Discover Financial Services 2003 - 2008
SBC 2003 - 2005
Education
DePaul University 1995 — 1997
Computer Science, Computer Science
Loyola University Chicago 1992 — 1995
MA, Latin American History
Chicago State University 1987 — 1991
BA, History and Political Science
University of Illinois at Chicago 1986 — 1987
No, History
Beloit College 1982 — 1983
No, History
Anna Snowden Anna Snowden's Morgan Stanley Experience July 2007 - May 2008
Job Experienced Financial Analyst
Industry Financial Services
Experience
Bank of America April 2014 - Present
Bank of America April 2013 - May 2014
Bank of America September 2011 - April 2013
Communication Center for Hearing and Speech January 2011 - August 2011
Empire Valuation Consultants May 2008 - January 2011
Morgan Stanley July 2007 - May 2008
St. Paul Travelers May 2006 - August 2006
Skills
Financial Modeling, Accounting, Bloomberg, Sarbanes-Oxley Act, Access
Education
Rochester Institute of Technology 2009 — 2011
MBA, Finance
Bentley University 2003 — 2007
BS, Economics-Finance
Bank of America April 2014 - Present
Bank of America April 2013 - May 2014
Bank of America September 2011 - April 2013
Communication Center for Hearing and Speech January 2011 - August 2011
Empire Valuation Consultants May 2008 - January 2011
Morgan Stanley July 2007 - May 2008
St. Paul Travelers May 2006 - August 2006
Skills
Financial Modeling, Accounting, Bloomberg, Sarbanes-Oxley Act, Access
Education
Rochester Institute of Technology 2009 — 2011
MBA, Finance
Bentley University 2003 — 2007
BS, Economics-Finance
Ferrell Nowland Ferrell Nowland's Morgan Stanley Experience July 2005 - May 2006
Job Department Manager at Jos. A. Bank Clothiers
Industry Financial Services
Experience
Comdata February 2014 - Present
Jos. A. Bank Clothiers December 2008 - May 2013
AXA Advisors August 2007 - July 2008
Capital Financial Group September 2006 - August 2007
Morgan Stanley July 2005 - May 2006
Skills
Strategic Financial..., Retirement Planning, Investments, Fixed Annuities, IRAs, Salesforce.com, Process Improvement, Forecasting, Mutual Funds, Uniform Combined State..., Consulting, Wealth Management, Long Term Care Insurance, Securities, Strategic Planning, Life Insurance, Long-term Care, Insurance
Education
Belmont University 2002 — 2004
BBA, Economics, Management
Berry College
Comdata February 2014 - Present
Jos. A. Bank Clothiers December 2008 - May 2013
AXA Advisors August 2007 - July 2008
Capital Financial Group September 2006 - August 2007
Morgan Stanley July 2005 - May 2006
Skills
Strategic Financial..., Retirement Planning, Investments, Fixed Annuities, IRAs, Salesforce.com, Process Improvement, Forecasting, Mutual Funds, Uniform Combined State..., Consulting, Wealth Management, Long Term Care Insurance, Securities, Strategic Planning, Life Insurance, Long-term Care, Insurance
Education
Belmont University 2002 — 2004
BBA, Economics, Management
Berry College
Sarah Rubenstein Sarah Rubenstein's Morgan Stanley Experience February 2015 - April 2015
Job Associate (pending bar admission) at Bortstein Legal Group
Industry Law Practice
Experience
Bortstein Legal Group September 2015 - Present
Morgan Stanley February 2015 - April 2015
New York State Unified Court System September 2014 - November 2014
Deborah A. Nilson & Associates, PLLC August 2014 - November 2014
Nielsen June 2014 - August 2014
U.S. Court of International Trade May 2013 - August 2013
Skills
Legal Research, Legal Writing, Lexis, Public Speaking, Westlaw, International Trade Law, International Business..., Commercial Contracts, Trademarks, Legal Compliance, Commercial Transactions, Proofreading, Company Policy
Education
Benjamin N. Cardozo School of Law, Yeshiva University
Juris Doctor (J.D.), Law
Tel Aviv University 2009 — 2010
Middle Eastern Studies, Hebrew
Florida Atlantic University 2007 — 2010
Bachelor of Arts, Political Science, magna cum laude
North Broward Preparatory School 2003 — 2007
High School
Bortstein Legal Group September 2015 - Present
Morgan Stanley February 2015 - April 2015
New York State Unified Court System September 2014 - November 2014
Deborah A. Nilson & Associates, PLLC August 2014 - November 2014
Nielsen June 2014 - August 2014
U.S. Court of International Trade May 2013 - August 2013
Skills
Legal Research, Legal Writing, Lexis, Public Speaking, Westlaw, International Trade Law, International Business..., Commercial Contracts, Trademarks, Legal Compliance, Commercial Transactions, Proofreading, Company Policy
Education
Benjamin N. Cardozo School of Law, Yeshiva University
Juris Doctor (J.D.), Law
Tel Aviv University 2009 — 2010
Middle Eastern Studies, Hebrew
Florida Atlantic University 2007 — 2010
Bachelor of Arts, Political Science, magna cum laude
North Broward Preparatory School 2003 — 2007
High School
Diya Sukh Diya Sukh's Morgan Stanley Experience May 2006 - August 2006
Job Class of 2015 MBA Candidate at MIT Sloan School of Management
Industry Consumer Goods
Experience
Hasbro June 2015 - Present
MIT Sloan School of Management September 2013 - June 2015
Hasbro June 2014 - August 2014
Luminent LLC August 2012 - August 2013
Old Mutual Asset Management 2010 - 2012
CRT Investment Banking LLC 2007 - 2010
Morgan Stanley May 2006 - August 2006
Tata Consultancy Services August 2005 - September 2005
Skills
Writing, Valuation, Competitive Analysis, Persuasive Presentations, Capital Markets, Microsoft Excel, Equities, Finance, Negotiation, Industry Research, Creative Writing, Investment Banking, SEC filings, PowerPoint, Management, Financial Modeling
Education
Massachusetts Institute of Technology - Sloan School of Management 2013 — 2015
Bentley University 2003 — 2007
BS, Economics & Finance
Hasbro June 2015 - Present
MIT Sloan School of Management September 2013 - June 2015
Hasbro June 2014 - August 2014
Luminent LLC August 2012 - August 2013
Old Mutual Asset Management 2010 - 2012
CRT Investment Banking LLC 2007 - 2010
Morgan Stanley May 2006 - August 2006
Tata Consultancy Services August 2005 - September 2005
Skills
Writing, Valuation, Competitive Analysis, Persuasive Presentations, Capital Markets, Microsoft Excel, Equities, Finance, Negotiation, Industry Research, Creative Writing, Investment Banking, SEC filings, PowerPoint, Management, Financial Modeling
Education
Massachusetts Institute of Technology - Sloan School of Management 2013 — 2015
Bentley University 2003 — 2007
BS, Economics & Finance
Erik Olsson Erik Olsson's Morgan Stanley Experience 2003 - 2005
Job Manager of Financial Operations at Harvard University
Industry Information Technology and Services
Experience
Harvard University January 2014 - Present
PerkinElmer November 2013 - February 2014
Nuance Communications April 2013 - November 2013
Interactive Data 2012 - 2013
Fidelity Investments 2005 - 2012
Morgan Stanley 2003 - 2005
Skills
Mergers, Business Performance..., Organizational..., Corporate Finance, Valuation, Strategic Planning, Product Structuring, Mentoring, Team Building, Organizational Change..., Corporate Governance, Business Planning, New Business Development, Mergers & Acquisitions, Business Strategy, Business Development, Private Equity, Strategy, Project Management, Cross-functional Team..., Management, Leadership, Finance
Education
Hingham High
Bentley University
MBA
Bentley University
BA Finance, Minor International Studies
European Business School (EBS) - London
Exchange Program, European Union Studies
Harvard University January 2014 - Present
PerkinElmer November 2013 - February 2014
Nuance Communications April 2013 - November 2013
Interactive Data 2012 - 2013
Fidelity Investments 2005 - 2012
Morgan Stanley 2003 - 2005
Skills
Mergers, Business Performance..., Organizational..., Corporate Finance, Valuation, Strategic Planning, Product Structuring, Mentoring, Team Building, Organizational Change..., Corporate Governance, Business Planning, New Business Development, Mergers & Acquisitions, Business Strategy, Business Development, Private Equity, Strategy, Project Management, Cross-functional Team..., Management, Leadership, Finance
Education
Hingham High
Bentley University
MBA
Bentley University
BA Finance, Minor International Studies
European Business School (EBS) - London
Exchange Program, European Union Studies
Barrett Lunt's Morgan Stanley Experience June 2005 - January 2006
Job Manager, PostAward Sponsored Programs at The Jackson Laboratory
Industry Biotechnology
Experience
The Jackson Laboratory July 2014 - Present
The Jackson Laboratory January 2011 - Present
The Jackson Laboratory February 2014 - May 2014
Morgan Stanley June 2005 - January 2006
Skills
Data Analysis, Lifesciences, Process Improvement, Project Management, Biotechnology, Finance
Education
Bentley College
Bachelor's degree, Finance
The Jackson Laboratory July 2014 - Present
The Jackson Laboratory January 2011 - Present
The Jackson Laboratory February 2014 - May 2014
Morgan Stanley June 2005 - January 2006
Skills
Data Analysis, Lifesciences, Process Improvement, Project Management, Biotechnology, Finance
Education
Bentley College
Bachelor's degree, Finance
Jeffrey Haines's Morgan Stanley Experience June 1995 - July 2005
Job VICE PRESIDENT / INVESTMENT OFFICER / FINANCIAL ADVISOR / 20 YEARS EXPERIENCE / WELLS FARGO ADVISORS LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC August 2005 - Present
Morgan Stanley June 1995 - July 2005
Skills
Retirement Planning, Mutual Funds, Investments, Investment Strategies, Retirement, Fixed Annuities, 401k, Portfolio Management, Finance, Wealth Management, Equities, Long-term Care, Insurance, Fixed Income, Asset Allocation, Financial Advisory, IRAs, Asset Management, Life Insurance, Hedge Funds, Strategy, Long Term Care Insurance, Securities, Mortgage Lending, Asset Based Lending, Managed Futures
Education
Bentley University 1986 — 1990
Richmond, The American International University in London 1987 — 1988
Wells Fargo Advisors, LLC August 2005 - Present
Morgan Stanley June 1995 - July 2005
Skills
Retirement Planning, Mutual Funds, Investments, Investment Strategies, Retirement, Fixed Annuities, 401k, Portfolio Management, Finance, Wealth Management, Equities, Long-term Care, Insurance, Fixed Income, Asset Allocation, Financial Advisory, IRAs, Asset Management, Life Insurance, Hedge Funds, Strategy, Long Term Care Insurance, Securities, Mortgage Lending, Asset Based Lending, Managed Futures
Education
Bentley University 1986 — 1990
Richmond, The American International University in London 1987 — 1988
Hemal (Hem) Rathod Hemal (Hem) Rathod's Morgan Stanley Experience November 2013 - March 2015
Job Senior consultant EY
Industry Law Practice
Experience
EY March 2015 - Present
Morgan Stanley November 2013 - March 2015
EBUYMED October 2011 - November 2013
Kumon June 2011 - November 2013
FINRA January 2013 - May 2013
NYC Dept of Consumer Affairs. January 2013 - May 2013
MFY Legal Services August 2012 - December 2012
The Law Offices of N.M. Gehi, P.C. October 2010 - August 2011
AllianceBernstein September 2008 - December 2009
Goldman Sachs April 2006 - September 2008
Skills
Risk Management, Financial Analysis, Compliance, Internal Audit, Corporate Finance, Financial Modeling, Banking, Valuation, Equities, Financial Risk, Legal Research, Legal Writing, Public Speaking, Consumer Law, Immigration Law, Securities Regulation, Marketing, Auditing, Operations Management, Litigation, Finance, Due Diligence, Legal Consulting, Mergers & Acquisitions, Securities, Entrepreneurship, Management, Private Equity
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2010 — 2013
Juris Doctor, Law
St. John's University, The Peter J. Tobin College of Business 2002 — 2006
B.S, Finance
EY March 2015 - Present
Morgan Stanley November 2013 - March 2015
EBUYMED October 2011 - November 2013
Kumon June 2011 - November 2013
FINRA January 2013 - May 2013
NYC Dept of Consumer Affairs. January 2013 - May 2013
MFY Legal Services August 2012 - December 2012
The Law Offices of N.M. Gehi, P.C. October 2010 - August 2011
AllianceBernstein September 2008 - December 2009
Goldman Sachs April 2006 - September 2008
Skills
Risk Management, Financial Analysis, Compliance, Internal Audit, Corporate Finance, Financial Modeling, Banking, Valuation, Equities, Financial Risk, Legal Research, Legal Writing, Public Speaking, Consumer Law, Immigration Law, Securities Regulation, Marketing, Auditing, Operations Management, Litigation, Finance, Due Diligence, Legal Consulting, Mergers & Acquisitions, Securities, Entrepreneurship, Management, Private Equity
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2010 — 2013
Juris Doctor, Law
St. John's University, The Peter J. Tobin College of Business 2002 — 2006
B.S, Finance
Barry Stanfield - PMP Barry Stanfield - PMP's Morgan Stanley Experience June 2000 - June 2001
Job Program Management
Industry Telecommunications
Experience
CACI Federal, Inc. January 2007 - May 2015
Datatrac Information Services, Inc. 2001 - 2007
Morgan Stanley June 2000 - June 2001
Hechinger Home Quarters March 1973 - September 1999
Hechinger Home Quarters 1997 - 1999
Hechinger Company 1972 - 1999
Skills
Cross Functional..., Project Management, ITIL Certified, Iso 9000, Telecommunications, Retail Sales, Quality Management, Process Improvement, Matrix Management, PMP, Profit Center Management, Business, Microsoft Office, Solution Development, Global Deployment, Large Scale Deployments, Labor Management, Cost Management, Project Delivery, Quality Assurance, Quality Control, Staff Development, Staff Management, Operations Management, Purchase Management, Purchasing Processes, DCAA, Product Management, Requirements Analysis, Government Contracting, Distribution Center..., Depot Repair, Security Clearance, Physical Security, Inventory Management, Inventory Control, Technical Writing, Communication Skills, Resource Development, Cross-functional Team..., PMO, Management, Supply Chain Management, ITIL, Resource Management, Leadership, Program Management
Education
University of Maryland University College 2012 — 2014
Master of Science (MS), Project Management
Bellevue University 2009 — 2012
Bachelor's degree, Logistics, Materials, and Supply Chain Management
George Mason University
Business Management
Northern Virginia Community College
CACI Federal, Inc. January 2007 - May 2015
Datatrac Information Services, Inc. 2001 - 2007
Morgan Stanley June 2000 - June 2001
Hechinger Home Quarters March 1973 - September 1999
Hechinger Home Quarters 1997 - 1999
Hechinger Company 1972 - 1999
Skills
Cross Functional..., Project Management, ITIL Certified, Iso 9000, Telecommunications, Retail Sales, Quality Management, Process Improvement, Matrix Management, PMP, Profit Center Management, Business, Microsoft Office, Solution Development, Global Deployment, Large Scale Deployments, Labor Management, Cost Management, Project Delivery, Quality Assurance, Quality Control, Staff Development, Staff Management, Operations Management, Purchase Management, Purchasing Processes, DCAA, Product Management, Requirements Analysis, Government Contracting, Distribution Center..., Depot Repair, Security Clearance, Physical Security, Inventory Management, Inventory Control, Technical Writing, Communication Skills, Resource Development, Cross-functional Team..., PMO, Management, Supply Chain Management, ITIL, Resource Management, Leadership, Program Management
Education
University of Maryland University College 2012 — 2014
Master of Science (MS), Project Management
Bellevue University 2009 — 2012
Bachelor's degree, Logistics, Materials, and Supply Chain Management
George Mason University
Business Management
Northern Virginia Community College
Jeff DuPont, MST's Morgan Stanley Experience August 2005 - May 2006
Job Sr. Staffing & Recruiting Specialist at Peoples United Bank
Industry Staffing and Recruiting
Experience
Peoples United Bank May 2013 - Present
Tallwood Legal, LLC February 2013 - May 2013
Robert Half Finance & Accounting May 2006 - September 2011
Morgan Stanley August 2005 - May 2006
CCR LLP September 2004 - August 2005
Deloitte & Touche September 2003 - September 2004
Skills
Recruiting, Sourcing, Interviews, Screening, Temporary Placement, Accounting, Talent Acquisition, Technical Recruiting, Staffing Services, Executive Search, Applicant Tracking..., Internet Recruiting, Tax, Benefits Negotiation, Candidate Generation, Permanent Placement, Finance, College Recruiting, Contract Recruitment, Temporary Staffing, Screening Resumes, Payroll, Human Resources, Talent Management, Onboarding
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2002 — 2003
MST, Taxation
Bentley College - Elkin B. McCallum Graduate School of Business 2002 — 2003
Graduate Certificate, Financial Planning
Bentley University 2000 — 2002
BS, Accounting
Peoples United Bank May 2013 - Present
Tallwood Legal, LLC February 2013 - May 2013
Robert Half Finance & Accounting May 2006 - September 2011
Morgan Stanley August 2005 - May 2006
CCR LLP September 2004 - August 2005
Deloitte & Touche September 2003 - September 2004
Skills
Recruiting, Sourcing, Interviews, Screening, Temporary Placement, Accounting, Talent Acquisition, Technical Recruiting, Staffing Services, Executive Search, Applicant Tracking..., Internet Recruiting, Tax, Benefits Negotiation, Candidate Generation, Permanent Placement, Finance, College Recruiting, Contract Recruitment, Temporary Staffing, Screening Resumes, Payroll, Human Resources, Talent Management, Onboarding
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2002 — 2003
MST, Taxation
Bentley College - Elkin B. McCallum Graduate School of Business 2002 — 2003
Graduate Certificate, Financial Planning
Bentley University 2000 — 2002
BS, Accounting
Kevin Kirkey's Morgan Stanley Experience May 2008 - April 2011
Job VP Recourse & Compliance Management at Chase Home Finance
Industry Financial Services
Experience
JP Morgan Chase April 2011 - Present
Morgan Stanley May 2008 - April 2011
Macquarie Bank September 2007 - March 2008
NetBank / RBMG / Meritage Mortgage November 1998 - August 2007
Southern Pacific Funding Corporation (SPFC) March 1996 - October 1998
Education
Bellevue University 1994 — 1996
JP Morgan Chase April 2011 - Present
Morgan Stanley May 2008 - April 2011
Macquarie Bank September 2007 - March 2008
NetBank / RBMG / Meritage Mortgage November 1998 - August 2007
Southern Pacific Funding Corporation (SPFC) March 1996 - October 1998
Education
Bellevue University 1994 — 1996
Scott R. Graflund Scott R. Graflund's Morgan Stanley Experience 2007 - 2008
Job Founder/Partner/Owner
Industry Information Technology and Services
Experience
Long Grove Ventures, FallLine Strategic Advisors and CMIT Solutions 2008 - Present
Morgan Stanley 2007 - 2008
Morgan Stanley 2005 - 2007
Morgan Stanley 2003 - 2005
Morgan Stanley 1999 - 2003
Morgan Stanley 1998 - 1999
Morgan Stanley 1997 - 1998
Morgan Stanley 1994 - 1996
Morgan Stanley 1986 - 1993
Education
Benedictine University 1988 — 2000
MBA, Management Information Systems
DePaul University 1984 — 1988
B.S., Mangement Information Systems
Long Grove Ventures, FallLine Strategic Advisors and CMIT Solutions 2008 - Present
Morgan Stanley 2007 - 2008
Morgan Stanley 2005 - 2007
Morgan Stanley 2003 - 2005
Morgan Stanley 1999 - 2003
Morgan Stanley 1998 - 1999
Morgan Stanley 1997 - 1998
Morgan Stanley 1994 - 1996
Morgan Stanley 1986 - 1993
Education
Benedictine University 1988 — 2000
MBA, Management Information Systems
DePaul University 1984 — 1988
B.S., Mangement Information Systems
Casey Winkler's Morgan Stanley Experience August 2011 - September 2011
Job CBS
Industry Staffing and Recruiting
Experience
CBS Corporation April 2015 - Present
CBS Corporation June 2014 - March 2015
Marcum Search LLC July 2012 - June 2014
Morgan Stanley August 2011 - September 2011
Newmark Knight Frank June 2011 - July 2011
Sandberg Management May 2010 - August 2010
Coogi, Crownholder, FUBU, Married to the Mob and various apparel and financial companies June 2009 - August 2009
Parts Authority June 2008 - September 2008
Skills
Retail, QuickBooks, Microsoft Excel, Bloomberg, PowerPoint, Bloomberg Terminal, Microsoft Office, Financial Analysis, Financial Modeling, Investments, Email Marketing, Outlook, Recruiting, Leadership, Executive Search, Sourcing, Human Resources, Business Development, Sales, Positive Team Player, Temporary Placement, Finance, Payroll, College Recruiting, Applicant Tracking..., Internet Recruiting, Staffing Services, Permanent Placement, Technical Recruiting, Contract Recruitment, Temporary Staffing, Screening Resumes, Management, Benefits Negotiation, Talent Acquisition, Interviews, Marketing, Consulting, Hiring, Financial Services, Team Building, Social Networking, Training, Social Media, Information Technology, Bass Fishing
Education
Bentley University 2008 — 2012
Bachelor of Science (B.S.), Financial Management
CBS Corporation April 2015 - Present
CBS Corporation June 2014 - March 2015
Marcum Search LLC July 2012 - June 2014
Morgan Stanley August 2011 - September 2011
Newmark Knight Frank June 2011 - July 2011
Sandberg Management May 2010 - August 2010
Coogi, Crownholder, FUBU, Married to the Mob and various apparel and financial companies June 2009 - August 2009
Parts Authority June 2008 - September 2008
Skills
Retail, QuickBooks, Microsoft Excel, Bloomberg, PowerPoint, Bloomberg Terminal, Microsoft Office, Financial Analysis, Financial Modeling, Investments, Email Marketing, Outlook, Recruiting, Leadership, Executive Search, Sourcing, Human Resources, Business Development, Sales, Positive Team Player, Temporary Placement, Finance, Payroll, College Recruiting, Applicant Tracking..., Internet Recruiting, Staffing Services, Permanent Placement, Technical Recruiting, Contract Recruitment, Temporary Staffing, Screening Resumes, Management, Benefits Negotiation, Talent Acquisition, Interviews, Marketing, Consulting, Hiring, Financial Services, Team Building, Social Networking, Training, Social Media, Information Technology, Bass Fishing
Education
Bentley University 2008 — 2012
Bachelor of Science (B.S.), Financial Management
Samuel Slater's Morgan Stanley Experience June 2015 - August 2015
Job Student at Tufts University
Industry
Experience
Tufts University Office of Alumni Relations October 2014 - Present
MORPH Marketing Group June 2015 - August 2015
Morgan Stanley June 2015 - August 2015
Pilgrim Day Camp June 2010 - August 2014
Emeritus Senior Living September 2012 - January 2013
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Advance Database, Harris Connect Database, Event Based Marketing
Education
Tufts University 2014 — 2018
Bachelor of Science (B.S.), Quantitative Economics, minors in Finance and Entrepreneurial Leadership Studies, 4.00/4.00 Major GPA
Framingham High School 2010 — 2014
High School, 4.24/4.00 Weighted GPA
Bentley University 2013 — 2013
Wall Street 101 Summer Program
The Fessenden School 2001 — 2010
Tufts University Office of Alumni Relations October 2014 - Present
MORPH Marketing Group June 2015 - August 2015
Morgan Stanley June 2015 - August 2015
Pilgrim Day Camp June 2010 - August 2014
Emeritus Senior Living September 2012 - January 2013
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Advance Database, Harris Connect Database, Event Based Marketing
Education
Tufts University 2014 — 2018
Bachelor of Science (B.S.), Quantitative Economics, minors in Finance and Entrepreneurial Leadership Studies, 4.00/4.00 Major GPA
Framingham High School 2010 — 2014
High School, 4.24/4.00 Weighted GPA
Bentley University 2013 — 2013
Wall Street 101 Summer Program
The Fessenden School 2001 — 2010
Eric Babbitt's Morgan Stanley Experience June 2008 - June 2010
Job Assistant Vice President at JPMorgan Chase
Industry Legal Services
Experience
JPMorgan Chase September 2013 - Present
Commodity Futures Trading Commission June 2012 - August 2012
The Honorable Michael L. Katz May 2011 - August 2011
Morgan Stanley June 2008 - June 2010
Morgan Stanley May 2007 - August 2007
Skills
Corporate Finance, Economics, Equities, Derivatives, Securities, Securities Regulation, Alternative Investments, Financial Markets, Mutual Funds, Options, Project Finance, Structured Finance
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2010 — 2013
Doctor of Law (JD)
University of Florida 2004 — 2008
Bachelor of Science (BS), Economics
JPMorgan Chase September 2013 - Present
Commodity Futures Trading Commission June 2012 - August 2012
The Honorable Michael L. Katz May 2011 - August 2011
Morgan Stanley June 2008 - June 2010
Morgan Stanley May 2007 - August 2007
Skills
Corporate Finance, Economics, Equities, Derivatives, Securities, Securities Regulation, Alternative Investments, Financial Markets, Mutual Funds, Options, Project Finance, Structured Finance
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2010 — 2013
Doctor of Law (JD)
University of Florida 2004 — 2008
Bachelor of Science (BS), Economics
Arianna Von Iderstine Arianna Von Iderstine's Morgan Stanley Experience September 2014 - December 2014
Job Investment Management Consultant at FactSet
Industry Financial Services
Experience
FactSet January 2015 - Present
Morgan Stanley September 2014 - December 2014
American Tower June 2014 - August 2014
Anthropologie September 2012 - August 2014
Salo LLC June 2013 - January 2014
Education
Bentley University 2011 — 2014
Bachelors of Science
Università Cattolica del Sacro Cuore 2013 — 2013
Bachelors of Science
Università Commerciale 'Luigi Bocconi' 2013 — 2013
Master of Science
Minneapolis Southwest High School 2007 — 2011
High School Diploma
FactSet January 2015 - Present
Morgan Stanley September 2014 - December 2014
American Tower June 2014 - August 2014
Anthropologie September 2012 - August 2014
Salo LLC June 2013 - January 2014
Education
Bentley University 2011 — 2014
Bachelors of Science
Università Cattolica del Sacro Cuore 2013 — 2013
Bachelors of Science
Università Commerciale 'Luigi Bocconi' 2013 — 2013
Master of Science
Minneapolis Southwest High School 2007 — 2011
High School Diploma
Chris Concheri's Morgan Stanley Experience August 2000 - September 2001
Job Risk Management Consultant
Industry Capital Markets
Experience
IBM September 2015 - Present
Accenture July 2013 - September 2015
State Street May 2011 - June 2013
State Street September 2005 - May 2011
State Street Bank September 2004 - September 2005
State Street September 2001 - September 2004
Morgan Stanley August 2000 - September 2001
State Street Bank October 1998 - August 2000
State Street Bank December 1995 - October 1998
State Street Bank May 1990 - December 1995
Skills
Operational Risk, Risk, Risk Management, Operational Risk..., Credit Risk, Enterprise Risk..., Risk Mitigation, Internal Controls, Investments, Banking, Mutual Funds, Wealth Management, Risk Assessment, Business Analysis, Securities, Financial Management, Process Improvement, Risk Analysis, Accounting, Cash Management, Process Engineering, Program Management, Financial Risk, Basel II, Financial Services, Governance, Portfolio Management, Internal Audit, Credit, Finance, Analysis, Strategy, Equities, Fixed Income, Derivatives, Management, Project Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1993 — 1998
Master of Science, Accounting
Bridgwater State University 1986 — 1990
Bachelor of Science in Management Science, Accounting and Finance Concentration
IBM September 2015 - Present
Accenture July 2013 - September 2015
State Street May 2011 - June 2013
State Street September 2005 - May 2011
State Street Bank September 2004 - September 2005
State Street September 2001 - September 2004
Morgan Stanley August 2000 - September 2001
State Street Bank October 1998 - August 2000
State Street Bank December 1995 - October 1998
State Street Bank May 1990 - December 1995
Skills
Operational Risk, Risk, Risk Management, Operational Risk..., Credit Risk, Enterprise Risk..., Risk Mitigation, Internal Controls, Investments, Banking, Mutual Funds, Wealth Management, Risk Assessment, Business Analysis, Securities, Financial Management, Process Improvement, Risk Analysis, Accounting, Cash Management, Process Engineering, Program Management, Financial Risk, Basel II, Financial Services, Governance, Portfolio Management, Internal Audit, Credit, Finance, Analysis, Strategy, Equities, Fixed Income, Derivatives, Management, Project Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1993 — 1998
Master of Science, Accounting
Bridgwater State University 1986 — 1990
Bachelor of Science in Management Science, Accounting and Finance Concentration
Marlon De Assis's Morgan Stanley Experience February 2015 - August 2015
Job Senior corporate finance and accounting major at Bentley University
Industry Investment Banking
Experience
Morgan Stanley February 2015 - August 2015
CK Construction Co. May 2014 - August 2014
Bank of America Merrill Lynch December 2013 - January 2014
UBS September 2011 - June 2012
Skills
Mathematics, Public Speaking, Diagrams, Organization, Microsoft Excel, Microsoft Office, PowerPoint, Financial Modeling, Corporate Finance, Financial Analysis, Microsoft Word, Valuation, Investment Banking, Research, Data Analysis, Teamwork, Leadership, Video Editing
Education
Bentley University 2012 — 2016
Bachelor's degree, Corporate Finance and Accounting, Junior
University Autonoma of Barcelona International Studies 2014 — 2014
Corporate Finance and Accounting
Bergen County Technical High School 2009 — 2012
Diploma, Law and Justice, Graduated
Morgan Stanley February 2015 - August 2015
CK Construction Co. May 2014 - August 2014
Bank of America Merrill Lynch December 2013 - January 2014
UBS September 2011 - June 2012
Skills
Mathematics, Public Speaking, Diagrams, Organization, Microsoft Excel, Microsoft Office, PowerPoint, Financial Modeling, Corporate Finance, Financial Analysis, Microsoft Word, Valuation, Investment Banking, Research, Data Analysis, Teamwork, Leadership, Video Editing
Education
Bentley University 2012 — 2016
Bachelor's degree, Corporate Finance and Accounting, Junior
University Autonoma of Barcelona International Studies 2014 — 2014
Corporate Finance and Accounting
Bergen County Technical High School 2009 — 2012
Diploma, Law and Justice, Graduated
Jonathan Spencer's Morgan Stanley Experience May 2006 - August 2006
Job Video Producer at Liberty Mutual Insurance
Industry Broadcast Media
Experience
Liberty Mutual Insurance May 2013 - Present
Regan Communications May 2010 - May 2013
Bentley University July 2009 - June 2010
29 Newbury Resturant September 2008 - September 2009
WTAS, LLC June 2007 - September 2008
Kiss 108 Radio Station January 2007 - May 2007
Morgan Stanley May 2006 - August 2006
Morgan Stanley January 2006 - May 2006
Boston Celtics October 2005 - February 2006
Skills
Video, Final Cut Pro, Final Cut Studio, Soundtrack Pro, Adobe Creative Suite, Photography, Photoshop, Digital Photography, Social Media Marketing, Social Media, Media Relations, Video Production, Blogging, SEO, Marketing, Editing, Social Networking, Public Relations, Television, Film, Management, Press Releases, Event Planning, Corporate Communications, New Media, Facebook, Email Marketing, Video Editing, Publicity, Digital Media, Digital Marketing, Marketing Communications, Content Strategy, Advertising, Writing, Marketing Strategy, Event Management
Education
Emerson College 2009 — 2011
M.S, Communication Management
Bentley University 2003 — 2007
B.S, Corporate Finance and Accounting; Information Technology/ Computer Systems, Financial Accounting
Liberty Mutual Insurance May 2013 - Present
Regan Communications May 2010 - May 2013
Bentley University July 2009 - June 2010
29 Newbury Resturant September 2008 - September 2009
WTAS, LLC June 2007 - September 2008
Kiss 108 Radio Station January 2007 - May 2007
Morgan Stanley May 2006 - August 2006
Morgan Stanley January 2006 - May 2006
Boston Celtics October 2005 - February 2006
Skills
Video, Final Cut Pro, Final Cut Studio, Soundtrack Pro, Adobe Creative Suite, Photography, Photoshop, Digital Photography, Social Media Marketing, Social Media, Media Relations, Video Production, Blogging, SEO, Marketing, Editing, Social Networking, Public Relations, Television, Film, Management, Press Releases, Event Planning, Corporate Communications, New Media, Facebook, Email Marketing, Video Editing, Publicity, Digital Media, Digital Marketing, Marketing Communications, Content Strategy, Advertising, Writing, Marketing Strategy, Event Management
Education
Emerson College 2009 — 2011
M.S, Communication Management
Bentley University 2003 — 2007
B.S, Corporate Finance and Accounting; Information Technology/ Computer Systems, Financial Accounting
Benjamin J. Berenson's Morgan Stanley Experience October 2007 - November 2009
Job Management Associate Program at MGM Resorts International Marketing Technologies
Industry Hospitality
Experience
MGM Resorts International July 2015 - Present
Cloud Interest & PLEX February 2009 - July 2015
Morgan Stanley October 2007 - November 2009
Fidelity Investments, FMR Co. Fixed Income May 2005 - October 2007
Bentley University September 2001 - May 2005
State Street September 2004 - December 2004
Morgan Stanley May 2003 - November 2003
Skills
Cloud Computing, Unix, Server Administration, Information Technology, Information Security, DNS Server, TCP/IP, Unix Shell Scripting, Ubuntu, Debian, Red Hat Linux, Network Virtualization, VMware, Xen, VirtualBox, VPN, SSH, Java, Overclocking, Cloud Security, Private Cloud, Linux Server, Apache, Servers, DNS, Data Center, Networking, Security, Leadership, Linux, System Deployment
Education
Southern New Hampshire University 2013 — 2015
Master's Degree
Bentley University 2001 — 2005
Bachelor’s Degree
The University of Hong Kong 2004 — 2004
Study Abroad program
MGM Resorts International July 2015 - Present
Cloud Interest & PLEX February 2009 - July 2015
Morgan Stanley October 2007 - November 2009
Fidelity Investments, FMR Co. Fixed Income May 2005 - October 2007
Bentley University September 2001 - May 2005
State Street September 2004 - December 2004
Morgan Stanley May 2003 - November 2003
Skills
Cloud Computing, Unix, Server Administration, Information Technology, Information Security, DNS Server, TCP/IP, Unix Shell Scripting, Ubuntu, Debian, Red Hat Linux, Network Virtualization, VMware, Xen, VirtualBox, VPN, SSH, Java, Overclocking, Cloud Security, Private Cloud, Linux Server, Apache, Servers, DNS, Data Center, Networking, Security, Leadership, Linux, System Deployment
Education
Southern New Hampshire University 2013 — 2015
Master's Degree
Bentley University 2001 — 2005
Bachelor’s Degree
The University of Hong Kong 2004 — 2004
Study Abroad program
Christina J. Harstad's Morgan Stanley Experience May 2010 - August 2010
Job Finance Manager at Raytheon
Industry Defense & Space
Experience
Raytheon July 2015 - Present
Raytheon July 2014 - July 2015
Raytheon August 2013 - July 2014
THALES RAYTHEON Systems July 2012 - July 2013
Raytheon January 2011 - June 2013
Morgan Stanley May 2010 - August 2010
Hildi Inc December 2008 - January 2010
Thompson Wealth Management September 2008 - May 2009
Rust Consulting June 2008 - August 2008
Skills
Financial Analysis, Finance, Leadership, Financial Modeling, Microsoft Excel, Strategic Financial..., Forecasting, Financial Reporting, Proposal Writing, Data Analysis, Financial Forecasting, FAR compliance, Variance Analysis, Corporate Finance, SAP, Earned Value Management, Access, Risk Management, Six Sigma, Spanish, Pricing, Training, Project Management, Strategy, Investments, Capital Budgeting
Education
Bentley University 2007 — 2011
B.S.
Wirtschaftsuniversität Wien 2009 — 2009
Raytheon July 2015 - Present
Raytheon July 2014 - July 2015
Raytheon August 2013 - July 2014
THALES RAYTHEON Systems July 2012 - July 2013
Raytheon January 2011 - June 2013
Morgan Stanley May 2010 - August 2010
Hildi Inc December 2008 - January 2010
Thompson Wealth Management September 2008 - May 2009
Rust Consulting June 2008 - August 2008
Skills
Financial Analysis, Finance, Leadership, Financial Modeling, Microsoft Excel, Strategic Financial..., Forecasting, Financial Reporting, Proposal Writing, Data Analysis, Financial Forecasting, FAR compliance, Variance Analysis, Corporate Finance, SAP, Earned Value Management, Access, Risk Management, Six Sigma, Spanish, Pricing, Training, Project Management, Strategy, Investments, Capital Budgeting
Education
Bentley University 2007 — 2011
B.S.
Wirtschaftsuniversität Wien 2009 — 2009
Nanda Neng's Morgan Stanley Experience April 2010 - March 2012
Job IB Strategy Design and Deploy at Barclays
Industry Financial Services
Experience
Barclays October 2014 - Present
Independent Consultant October 2013 - Present
AIG March 2012 - September 2013
Morgan Stanley April 2010 - March 2012
Morgan Stanley Smith Barney May 2007 - April 2010
Morgan Stanley June 2005 - April 2007
Advantage Human Resourcing 2004 - 2005
Skills
Program Management, Process Improvement, Analysis, Project Management, Management, Recruiting, Relationship Management, Portfolio Management, Financial Services, Vendor Management, Data Analysis, Governance, Strategy, Business Development, Product Management, Leadership, Management Consulting, Project Portfolio..., Integration, Business Analysis, Business Process..., IT Strategy, Outsourcing, SDLC, CRM, Sourcing
Education
Bentley University
BS
Boston Latin School
RMIT University
Semsester Abroad
Barclays October 2014 - Present
Independent Consultant October 2013 - Present
AIG March 2012 - September 2013
Morgan Stanley April 2010 - March 2012
Morgan Stanley Smith Barney May 2007 - April 2010
Morgan Stanley June 2005 - April 2007
Advantage Human Resourcing 2004 - 2005
Skills
Program Management, Process Improvement, Analysis, Project Management, Management, Recruiting, Relationship Management, Portfolio Management, Financial Services, Vendor Management, Data Analysis, Governance, Strategy, Business Development, Product Management, Leadership, Management Consulting, Project Portfolio..., Integration, Business Analysis, Business Process..., IT Strategy, Outsourcing, SDLC, CRM, Sourcing
Education
Bentley University
BS
Boston Latin School
RMIT University
Semsester Abroad
Brett McCue's Morgan Stanley Experience January 2007 - April 2008
Job Area Sales Manager at Cutera, Inc.
Industry Medical Devices
Experience
Cutera, Inc. March 2015 - Present
Cintas June 2009 - August 2014
Cintas June 2008 - May 2010
Morgan Stanley January 2007 - April 2008
Skills
New Business Development, Cold Calling, Microsoft Excel, Financial Analysis, Account Management, Sales, Contract Negotiation, Management, Team Building, Negotiation, Salesforce.com, Training, Sales Presentations, Leadership, Sales Operations
Education
Bentley University 2004 — 2008
BS, Finance
Waltham High School
Cutera, Inc. March 2015 - Present
Cintas June 2009 - August 2014
Cintas June 2008 - May 2010
Morgan Stanley January 2007 - April 2008
Skills
New Business Development, Cold Calling, Microsoft Excel, Financial Analysis, Account Management, Sales, Contract Negotiation, Management, Team Building, Negotiation, Salesforce.com, Training, Sales Presentations, Leadership, Sales Operations
Education
Bentley University 2004 — 2008
BS, Finance
Waltham High School
Franklin D Rivera II's Morgan Stanley Experience August 2011 - December 2011
Job CEO F.D. Rivera & Associates & Viral Visual Marketing |Digital Marketing Strategist |Consultant|
Industry Marketing and Advertising
Experience
F. D. Rivera & Associates/Viral Visual Marketing May 2011 - Present
F. Delano Rivera Photography January 1992 - April 2014
Morgan Stanley August 2011 - December 2011
Johnson & Johnson January 2004 - April 2011
GlaxoSmithKline Pharmaceuticals January 2000 - January 2004
Novartis January 1992 - January 1999
US Army January 1987 - January 1992
Skills
Leadership, Strategy, Team Building, Selling, Sales, Sales Management, Strategic Planning, Management, Marketing, Employee Training, Marketing Strategy, Coaching, Business Strategy, Pharmaceutical Sales, Healthcare, Analysis, Business Planning, Sales Operations, Pharmaceutical Industry, Social Media Marketing, Cross-functional Team..., Social Media, Strategic Thinking, Customer Service, New Business Development, Series 7, Team Management, Training, Program Management, Public Speaking, Team Leadership, Leadership Development, Finance, Social Networking, Organizational..., Marketing Communications, Process Improvement, Project Management, Business Development, Consultative Selling, Entrepreneurship, Product Launch, Management Consulting, Strategic Partnerships, Change Management, Retirement Planning, Executive Management, Sales Presentations, Negotiation, Digital Marketing
Education
United States Military Academy at West Point 1983 — 1987
Bachelor of Science, Human Factors Engineering Psychology, Engineering
Benedictine University 2009 — 2011
Master of Business Administration (M.B.A.), Finance, General
John F Kennedy HS 1980 — 1983
High School Diploma, HS
F. D. Rivera & Associates/Viral Visual Marketing May 2011 - Present
F. Delano Rivera Photography January 1992 - April 2014
Morgan Stanley August 2011 - December 2011
Johnson & Johnson January 2004 - April 2011
GlaxoSmithKline Pharmaceuticals January 2000 - January 2004
Novartis January 1992 - January 1999
US Army January 1987 - January 1992
Skills
Leadership, Strategy, Team Building, Selling, Sales, Sales Management, Strategic Planning, Management, Marketing, Employee Training, Marketing Strategy, Coaching, Business Strategy, Pharmaceutical Sales, Healthcare, Analysis, Business Planning, Sales Operations, Pharmaceutical Industry, Social Media Marketing, Cross-functional Team..., Social Media, Strategic Thinking, Customer Service, New Business Development, Series 7, Team Management, Training, Program Management, Public Speaking, Team Leadership, Leadership Development, Finance, Social Networking, Organizational..., Marketing Communications, Process Improvement, Project Management, Business Development, Consultative Selling, Entrepreneurship, Product Launch, Management Consulting, Strategic Partnerships, Change Management, Retirement Planning, Executive Management, Sales Presentations, Negotiation, Digital Marketing
Education
United States Military Academy at West Point 1983 — 1987
Bachelor of Science, Human Factors Engineering Psychology, Engineering
Benedictine University 2009 — 2011
Master of Business Administration (M.B.A.), Finance, General
John F Kennedy HS 1980 — 1983
High School Diploma, HS
Alexander Jenney's Morgan Stanley Experience March 2015 - May 2015
Job Treasury Analyst at Dassault Systemes
Industry Financial Services
Experience
Dassault Systèmes July 2015 - Present
Torch Entertainment May 2007 - Present
Morgan Stanley March 2015 - May 2015
Canobie Lake Park May 2007 - March 2015
Cubist Pharmaceuticals October 2014 - January 2015
Ameriprise Financial Services, Inc. November 2013 - October 2014
92.5 The River (WXRV) March 2011 - August 2011
Skills
Customer Service, Microsoft Office, Sales, OS X, Factset, Peachtree, SPSS, Photoshop, Final Cut Pro, Microsoft Expression Web, Microsoft Exchange, Adobe After Effects, Serato, ThomsonOne, Microsoft Excel, Managing Database, Time Management, PowerPoint, Microsoft Word, Research, Social Media, Financial Analysis, Leadership, Public Speaking, Teamwork
Education
Bentley University 2011 — 2015
Bachelor's of Science: Economics & Finance, Minor: Information Design & Corporate Communications
The Derryfield School 2007 — 2011
Graduated With Honors
Dassault Systèmes July 2015 - Present
Torch Entertainment May 2007 - Present
Morgan Stanley March 2015 - May 2015
Canobie Lake Park May 2007 - March 2015
Cubist Pharmaceuticals October 2014 - January 2015
Ameriprise Financial Services, Inc. November 2013 - October 2014
92.5 The River (WXRV) March 2011 - August 2011
Skills
Customer Service, Microsoft Office, Sales, OS X, Factset, Peachtree, SPSS, Photoshop, Final Cut Pro, Microsoft Expression Web, Microsoft Exchange, Adobe After Effects, Serato, ThomsonOne, Microsoft Excel, Managing Database, Time Management, PowerPoint, Microsoft Word, Research, Social Media, Financial Analysis, Leadership, Public Speaking, Teamwork
Education
Bentley University 2011 — 2015
Bachelor's of Science: Economics & Finance, Minor: Information Design & Corporate Communications
The Derryfield School 2007 — 2011
Graduated With Honors
Isaac Bamgbose Isaac Bamgbose's Morgan Stanley Experience June 2009 - August 2009
Job Asset Manager at Hendricks Commercial Properties, LLC
Industry Financial Services
Experience
Hendricks Commercial Properties, LLC April 2014 - Present
Hendricks Commercial Properties, LLC June 2013 - March 2014
Belmark Associates May 2012 - May 2013
Beloit College - Institutional Research Assessment & Planning (IRAP) February 2012 - May 2012
Beloit College January 2012 - May 2012
Beloit College February 2011 - August 2011
Sustainability Fellowship May 2011 - July 2011
Morgan Stanley June 2009 - August 2009
Morgan Stanley Private Equity Financial Control Group June 2008 - August 2008
Skills
Leadership, Real Estate Development, Commercial Real Estate, Site Acquisition, Strategy, Economics, Statistics, Market Research, Entrepreneurship, Financial Analysis
Education
Beloit College 2009 — 2013
Bachelor of Arts, Economics & Management
The Taft School 2005 — 2009
ICSC University
Syracuse University
Hendricks Commercial Properties, LLC April 2014 - Present
Hendricks Commercial Properties, LLC June 2013 - March 2014
Belmark Associates May 2012 - May 2013
Beloit College - Institutional Research Assessment & Planning (IRAP) February 2012 - May 2012
Beloit College January 2012 - May 2012
Beloit College February 2011 - August 2011
Sustainability Fellowship May 2011 - July 2011
Morgan Stanley June 2009 - August 2009
Morgan Stanley Private Equity Financial Control Group June 2008 - August 2008
Skills
Leadership, Real Estate Development, Commercial Real Estate, Site Acquisition, Strategy, Economics, Statistics, Market Research, Entrepreneurship, Financial Analysis
Education
Beloit College 2009 — 2013
Bachelor of Arts, Economics & Management
The Taft School 2005 — 2009
ICSC University
Syracuse University
Soumyabrata Roy Soumyabrata Roy's Morgan Stanley Experience April 2009 - Present
Job Data Warehouse and ETL Architect Contractor at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley April 2009 - Present
PNC October 2006 - March 2009
Skills
Informatica, Teradata Data Warehouse, Oracle, Unix, Requirements Analysis, SQL
Education
Bengal Engineering and Science University, Shibpur 2002 — 2006
Bachelor of Engineering (B.E.), Mechanical Engineering
Morgan Stanley April 2009 - Present
PNC October 2006 - March 2009
Skills
Informatica, Teradata Data Warehouse, Oracle, Unix, Requirements Analysis, SQL
Education
Bengal Engineering and Science University, Shibpur 2002 — 2006
Bachelor of Engineering (B.E.), Mechanical Engineering
Alexander Binczyk's Morgan Stanley Experience October 2014 - April 2015
Job New Business Development Intern at Boston Scientific
Industry Marketing and Advertising
Experience
Boston Scientific May 2015 - Present
Mass Online Marketing LLC September 2014 - August 2015
Morgan Stanley October 2014 - April 2015
Party Rentals, LLC May 2013 - September 2014
Mark Cuban Companies (AXS TV) February 2013 - May 2014
Wyngspan, Inc. September 2013 - January 2014
NV Concepts December 2011 - September 2012
Adam Quenneville Roofing, Siding & Windows June 2012 - August 2012
Skills
Microsoft Office, Marketing Management, YouTube, Financial Analysis, Business Strategy, Business Development, Entrepreneurship, Social Media, Social Networking, Social Media Marketing, Bilingual, Web Design, Email Marketing, Marketing Research, Market Research, Event Management, Microsoft Excel, Teamwork, Digital Marketing, Marketing, Management, Corporate Communications, Brand Awareness, SEO
Education
Bentley University 2012 — 2016
Bachelor of Science (B.S.), Major: Marketing Minor: Entrepreneurial Studies
Boston Scientific May 2015 - Present
Mass Online Marketing LLC September 2014 - August 2015
Morgan Stanley October 2014 - April 2015
Party Rentals, LLC May 2013 - September 2014
Mark Cuban Companies (AXS TV) February 2013 - May 2014
Wyngspan, Inc. September 2013 - January 2014
NV Concepts December 2011 - September 2012
Adam Quenneville Roofing, Siding & Windows June 2012 - August 2012
Skills
Microsoft Office, Marketing Management, YouTube, Financial Analysis, Business Strategy, Business Development, Entrepreneurship, Social Media, Social Networking, Social Media Marketing, Bilingual, Web Design, Email Marketing, Marketing Research, Market Research, Event Management, Microsoft Excel, Teamwork, Digital Marketing, Marketing, Management, Corporate Communications, Brand Awareness, SEO
Education
Bentley University 2012 — 2016
Bachelor of Science (B.S.), Major: Marketing Minor: Entrepreneurial Studies
Einat (Elazar) Naveh's Morgan Stanley Experience January 2007 - March 2011
Job Sr Mgr, Digital AdSales Business Intelligence at Viacom
Industry Financial Services
Experience
Viacom July 2015 - Present
Viacom April 2011 - July 2015
Morgan Stanley January 2007 - March 2011
PricewaterhouseCoopers June 2006 - August 2006
Standard & Poor's June 2004 - January 2006
Skills
Capital IQ, Financial Modeling, Financial Analysis, Finance, Microsoft Excel, Project Planning, Valuation, Management, Bloomberg, Business Intelligence, Corporate Finance, Change Management, Financial Services
Education
Bentley University 2003 — 2006
BS, Corporate Finance and Accounting, Minor in International Studies
Viacom July 2015 - Present
Viacom April 2011 - July 2015
Morgan Stanley January 2007 - March 2011
PricewaterhouseCoopers June 2006 - August 2006
Standard & Poor's June 2004 - January 2006
Skills
Capital IQ, Financial Modeling, Financial Analysis, Finance, Microsoft Excel, Project Planning, Valuation, Management, Bloomberg, Business Intelligence, Corporate Finance, Change Management, Financial Services
Education
Bentley University 2003 — 2006
BS, Corporate Finance and Accounting, Minor in International Studies
Raul Ray Raul Ray's Morgan Stanley Experience June 2014 - September 2014
Job Fall Intern at Morgan Stanley
Industry Market Research
Experience
Morgan Stanley June 2014 - September 2014
Law Offices of Raul Ray May 2010 - September 2013
Robee's Falafel June 2012 - August 2012
Skills
Research, Microsoft Excel, Comparative Analysis, International Economics, Economic Development, Microsoft Word, Microsoft Powerpoint, Social Media, Customer Satisfaction, Market Research
Education
Santa Clara University 2012 — 2016
Bachelor of Science (BS), Economics, Senior
Bellarmine College Preparatory 2008 — 2012
High School Diploma
IES Abroad
Morgan Stanley June 2014 - September 2014
Law Offices of Raul Ray May 2010 - September 2013
Robee's Falafel June 2012 - August 2012
Skills
Research, Microsoft Excel, Comparative Analysis, International Economics, Economic Development, Microsoft Word, Microsoft Powerpoint, Social Media, Customer Satisfaction, Market Research
Education
Santa Clara University 2012 — 2016
Bachelor of Science (BS), Economics, Senior
Bellarmine College Preparatory 2008 — 2012
High School Diploma
IES Abroad
Eric Tuy's Morgan Stanley Experience February 2005 - September 2005
Job Associate Attorney at Abrams Garfinkel Margolis Bergson, LLP
Industry Law Practice
Experience
Abrams Garfinkel Margolis Bergson, LLP September 2014 - Present
Weidenbaum & Harari LLP March 2013 - September 2014
Hanley & Goble LLP June 2011 - March 2013
Law Office of Stan Horowitz February 2011 - June 2011
Prado & Tuy LLP January 2010 - February 2011
Sedlmayr & Associates August 2007 - May 2009
Brennan Center for Justice at NYU November 2005 - August 2006
Morgan Stanley February 2005 - September 2005
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2006 — 2009
Juris Doctor, Special Concentration in Intellectual Property and Communications Law
New York University 2002 — 2006
Bachelor of Arts, Economics
Abrams Garfinkel Margolis Bergson, LLP September 2014 - Present
Weidenbaum & Harari LLP March 2013 - September 2014
Hanley & Goble LLP June 2011 - March 2013
Law Office of Stan Horowitz February 2011 - June 2011
Prado & Tuy LLP January 2010 - February 2011
Sedlmayr & Associates August 2007 - May 2009
Brennan Center for Justice at NYU November 2005 - August 2006
Morgan Stanley February 2005 - September 2005
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2006 — 2009
Juris Doctor, Special Concentration in Intellectual Property and Communications Law
New York University 2002 — 2006
Bachelor of Arts, Economics
Bryan Applegate's Morgan Stanley Experience September 2002 - May 2003
Job Regional Sales Manager at DataGravity
Industry Information Technology and Services
Experience
DataGravity March 2015 - Present
Varonis January 2013 - March 2015
Confio Software September 2010 - January 2013
Oce North America October 2009 - June 2010
Akibia November 2006 - October 2009
Imagistics International July 2004 - November 2006
Morgan Stanley September 2002 - May 2003
Skills
CRM, Sales, Enterprise Software, Microsoft SQL Server, International Sales, Solution Selling, IT Solutions, Cold Calling, Account Management, Salesforce.com, Sales Process, Lead Generation, Virtualization, Qualifying Prospects, Data Governance, Data Security, Building Relationships, Information Security, Business Strategy, File Sharing, Databases, Direct Sales, Leadership, Business Intelligence, Security, Cloud Computing, Selling, SaaS, Networking, Software Industry, Sales Operations, Marketing, Integration, Sales Enablement, Channel Partners, Consulting, Professional Services, Demand Generation, Business Alliances, Sales Presentations, Strategic Partnerships, Storage, Managed Services, Partner Management, Pre-sales, Data Center, B2B, Go-to-market Strategy, Channel Sales
Education
Bentley University 2000 — 2004
BS, Marketing
Essex High School 1996 — 2000
DataGravity March 2015 - Present
Varonis January 2013 - March 2015
Confio Software September 2010 - January 2013
Oce North America October 2009 - June 2010
Akibia November 2006 - October 2009
Imagistics International July 2004 - November 2006
Morgan Stanley September 2002 - May 2003
Skills
CRM, Sales, Enterprise Software, Microsoft SQL Server, International Sales, Solution Selling, IT Solutions, Cold Calling, Account Management, Salesforce.com, Sales Process, Lead Generation, Virtualization, Qualifying Prospects, Data Governance, Data Security, Building Relationships, Information Security, Business Strategy, File Sharing, Databases, Direct Sales, Leadership, Business Intelligence, Security, Cloud Computing, Selling, SaaS, Networking, Software Industry, Sales Operations, Marketing, Integration, Sales Enablement, Channel Partners, Consulting, Professional Services, Demand Generation, Business Alliances, Sales Presentations, Strategic Partnerships, Storage, Managed Services, Partner Management, Pre-sales, Data Center, B2B, Go-to-market Strategy, Channel Sales
Education
Bentley University 2000 — 2004
BS, Marketing
Essex High School 1996 — 2000
Alex Veloria's Morgan Stanley Experience 2000 - 2006
Job Product Developer at Revolusun LLC
Industry Renewables & Environment
Experience
Revolusun LLC February 2013 - Present
Robert Half Management Resources May 2012 - January 2013
The Hanover Insurance Group March 2008 - September 2011
Harcourt 2006 - 2009
Morgan Stanley 2000 - 2006
BankBoston 1998 - 2000
KPMG US 1985 - 1988
Skills
Asset Managment, Recruiting, Financial Risk, Risk Assessment, Risk Management, General Ledger, Customer Service
Education
Bentley College
Bachelor's degree, Accounting
Revolusun LLC February 2013 - Present
Robert Half Management Resources May 2012 - January 2013
The Hanover Insurance Group March 2008 - September 2011
Harcourt 2006 - 2009
Morgan Stanley 2000 - 2006
BankBoston 1998 - 2000
KPMG US 1985 - 1988
Skills
Asset Managment, Recruiting, Financial Risk, Risk Assessment, Risk Management, General Ledger, Customer Service
Education
Bentley College
Bachelor's degree, Accounting
Charlie Berk Charlie Berk's Morgan Stanley Experience June 2014 - August 2014
Job Account Representative at IMG
Industry Law Practice
Experience
University of Miami January 2014 - May 2015
IMG January 2015 - April 2015
Morgan Stanley June 2014 - August 2014
IMG May 2013 - August 2013
Rockland Boulders May 2012 - August 2012
Ramsey Recreation Commission June 2011 - August 2011
Universal Pool Maintenance and Services, Inc. May 2009 - September 2010
Skills
Entertainment, PowerPoint, Sales, Microsoft Office, Social Media, Facebook, Sports, Sponsorship, Event Planning, Social Networking, Event Management, Social Media Marketing
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2015 — 2018
Juris Doctor (J.D.)
University of Miami 2011 — 2015
Bachelor of Science (B.S.), Advertising, Sport Administration
Universidad Carlos III de Madrid 2013 — 2013
Study Abroad
University of Miami January 2014 - May 2015
IMG January 2015 - April 2015
Morgan Stanley June 2014 - August 2014
IMG May 2013 - August 2013
Rockland Boulders May 2012 - August 2012
Ramsey Recreation Commission June 2011 - August 2011
Universal Pool Maintenance and Services, Inc. May 2009 - September 2010
Skills
Entertainment, PowerPoint, Sales, Microsoft Office, Social Media, Facebook, Sports, Sponsorship, Event Planning, Social Networking, Event Management, Social Media Marketing
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2015 — 2018
Juris Doctor (J.D.)
University of Miami 2011 — 2015
Bachelor of Science (B.S.), Advertising, Sport Administration
Universidad Carlos III de Madrid 2013 — 2013
Study Abroad
Nicole Podpirka's Morgan Stanley Experience November 2014 - Present
Job Campus Recruiting Coordinator, Investment Banking Division at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2014 - Present
XL Group May 2014 - August 2014
XL Group May 2013 - August 2013
Broadridge Financial Solutions June 2012 - August 2012
The Leland Home, Senior Living Residence January 2011 - May 2012
JRC Management June 2009 - August 2010
Skills
People-oriented, Positive Team Player, Highly responsible, Self-motivated..., Energetic Leader, Proficient Communicator, Leadership, Data Analysis, Ukrainian, Finance, Microsoft Excel, Exceptionally well..., Human Resources, Recruiting, Training, Time Management, Crystal Ball, Research, Bloomberg, Talent Acquisition, Diligent, Constant Contact, Oral & Written..., Organizational..., SPSS, Microsoft Publisher, Analytical Skills, Bloomberg Terminal, Highly motivated..., Talent Management, Team-oriented, Microsoft Office, Visio, Events Coordination
Education
Bentley University 2010 — 2014
Bachelor of Science (B.S.), Business Management
Our Lady of Mercy Academy High School 2006 — 2010
Morgan Stanley November 2014 - Present
XL Group May 2014 - August 2014
XL Group May 2013 - August 2013
Broadridge Financial Solutions June 2012 - August 2012
The Leland Home, Senior Living Residence January 2011 - May 2012
JRC Management June 2009 - August 2010
Skills
People-oriented, Positive Team Player, Highly responsible, Self-motivated..., Energetic Leader, Proficient Communicator, Leadership, Data Analysis, Ukrainian, Finance, Microsoft Excel, Exceptionally well..., Human Resources, Recruiting, Training, Time Management, Crystal Ball, Research, Bloomberg, Talent Acquisition, Diligent, Constant Contact, Oral & Written..., Organizational..., SPSS, Microsoft Publisher, Analytical Skills, Bloomberg Terminal, Highly motivated..., Talent Management, Team-oriented, Microsoft Office, Visio, Events Coordination
Education
Bentley University 2010 — 2014
Bachelor of Science (B.S.), Business Management
Our Lady of Mercy Academy High School 2006 — 2010
Tiberius Vadan's Morgan Stanley Experience 2000 - 2001
Job Experienced Mergers/Integrations, Divestiture/Separations and Restructuring executive.
Industry Management Consulting
Experience
KPMG April 2009 - Present
Alvarez & Marsal February 2005 - April 2009
Geneva Watch Group 2004 - 2006
Deloitte 2002 - 2004
Morgan Stanley 2000 - 2001
Deloitte Consulting 1996 - 1999
Skills
Private Equity, Financial Modeling, Mergers, Restructuring, Due Diligence, Management Consulting, Business Strategy, Valuation, Strategy, Corporate Development, Venture Capital, Financial Analysis, Acquisition Integration, Corporate Finance, Strategic Planning, Business Valuation, Mergers & Acquisitions, Management, Hedge Funds, Finance, Portfolio Management, Investments, Capital Markets, International Business, Cross-functional Team..., Emerging Markets, Business Process..., Financial Services, Executive Management, Business Transformation, Entrepreneurship, Enterprise Software, Leadership, Start-ups, M&A experience, Acquisitions, Investment Banking, Investor Relations, LBO, Divestitures, Leveraged Finance, Structured Finance, Financial Structuring, M&A Negotiations
Education
Harvard Business School 2000 — 2002
MBA
Georgetown University 1995 — 1996
Govt. Affairs
Belmont University 1992 — 1995
BBA, Finance, MIS
KPMG April 2009 - Present
Alvarez & Marsal February 2005 - April 2009
Geneva Watch Group 2004 - 2006
Deloitte 2002 - 2004
Morgan Stanley 2000 - 2001
Deloitte Consulting 1996 - 1999
Skills
Private Equity, Financial Modeling, Mergers, Restructuring, Due Diligence, Management Consulting, Business Strategy, Valuation, Strategy, Corporate Development, Venture Capital, Financial Analysis, Acquisition Integration, Corporate Finance, Strategic Planning, Business Valuation, Mergers & Acquisitions, Management, Hedge Funds, Finance, Portfolio Management, Investments, Capital Markets, International Business, Cross-functional Team..., Emerging Markets, Business Process..., Financial Services, Executive Management, Business Transformation, Entrepreneurship, Enterprise Software, Leadership, Start-ups, M&A experience, Acquisitions, Investment Banking, Investor Relations, LBO, Divestitures, Leveraged Finance, Structured Finance, Financial Structuring, M&A Negotiations
Education
Harvard Business School 2000 — 2002
MBA
Georgetown University 1995 — 1996
Govt. Affairs
Belmont University 1992 — 1995
BBA, Finance, MIS
Daniel Morrissey Daniel Morrissey's Morgan Stanley Experience September 2013 - Present
Job Commission Management Group at Morgan Stanley
Industry Maritime
Experience
Morgan Stanley September 2013 - Present
Sag Harbor Yacht Club May 2011 - August 2013
Kopali Organics May 2012 - August 2012
Waterfront Marina June 2007 - August 2010
Skills
Retail, Direct Marketing, Cold Calling, Project Management, Team Leadership, Boating, Editing, Boat, Time Management, Sports Management
Education
Belmont Abbey College 2009 — 2013
Bachelor's degree, Sports Management
St. Mary's High School 2005 — 2009
Morgan Stanley September 2013 - Present
Sag Harbor Yacht Club May 2011 - August 2013
Kopali Organics May 2012 - August 2012
Waterfront Marina June 2007 - August 2010
Skills
Retail, Direct Marketing, Cold Calling, Project Management, Team Leadership, Boating, Editing, Boat, Time Management, Sports Management
Education
Belmont Abbey College 2009 — 2013
Bachelor's degree, Sports Management
St. Mary's High School 2005 — 2009
Helen Zlotnik Helen Zlotnik's Morgan Stanley Experience
Job Team Lead at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley
Skills
Sybase, SDLC, Data Warehousing, Autosys, Agile Methodologies, SQL, Production Support, DB2, Investment Banking, Informatica, Fixed Income, Spring, ETL, Unix, Unix Shell Scripting
Education
Belaruski Dzjaržauny Universitet Informatyki i Radyjoelektroniki 1974 — 1979
Morgan Stanley
Skills
Sybase, SDLC, Data Warehousing, Autosys, Agile Methodologies, SQL, Production Support, DB2, Investment Banking, Informatica, Fixed Income, Spring, ETL, Unix, Unix Shell Scripting
Education
Belaruski Dzjaržauny Universitet Informatyki i Radyjoelektroniki 1974 — 1979
Jacob Wentworth Jacob Wentworth's Morgan Stanley Experience July 2006 - December 2006
Job Structured Finance, Derivatives and Private Investment Funds Attorney
Industry Law Practice
Experience
Schulte Roth & Zabel LLP February 2007 - Present
Morgan Stanley July 2006 - December 2006
State of New York, Office of the Attorney General June 2005 - August 2005
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2003 — 2006
JD, Law
Cornell University 1998 — 2003
BA, Government
Schulte Roth & Zabel LLP February 2007 - Present
Morgan Stanley July 2006 - December 2006
State of New York, Office of the Attorney General June 2005 - August 2005
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2003 — 2006
JD, Law
Cornell University 1998 — 2003
BA, Government
Brooks Beard Brooks Beard's Morgan Stanley Experience June 2007 - December 2007
Job Entrepreneur and Financial Expert
Industry Financial Services
Experience
Wells Fargo Financial December 2009 - Present
New England Financial August 2008 - March 2009
Morgan Stanley June 2007 - December 2007
Education
Belmont Abbey College 2005 — 2007
Bachelors, Business Management
Spartanburg Methodist College 2003 — 2005
Associates, Business Administration
Wells Fargo Financial December 2009 - Present
New England Financial August 2008 - March 2009
Morgan Stanley June 2007 - December 2007
Education
Belmont Abbey College 2005 — 2007
Bachelors, Business Management
Spartanburg Methodist College 2003 — 2005
Associates, Business Administration
Andrew Scholnick's Morgan Stanley Experience January 2015 - May 2015
Job Research Analyst Intern at Shepherd Kaplan LLC
Industry Financial Services
Experience
Bentley University September 2012 - Present
Shepherd Kaplan LLC August 2014 - Present
Morgan Stanley January 2015 - May 2015
Stifel Financial Corp. May 2014 - August 2014
Preston Todd Advisors September 2013 - May 2014
Tedesco Country Club April 2010 - August 2013
Pine Brook Country Club September 2012 - December 2012
Skills
Financial Analysis, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Public Speaking, Mergers & Acquisitions, Access, Management, Data Analysis, Teamwork, Outlook, Social Media, Leadership
Education
Bentley University 2012 — 2016
Marblehead High School 2008 — 2012
High School Diploma
Bentley University September 2012 - Present
Shepherd Kaplan LLC August 2014 - Present
Morgan Stanley January 2015 - May 2015
Stifel Financial Corp. May 2014 - August 2014
Preston Todd Advisors September 2013 - May 2014
Tedesco Country Club April 2010 - August 2013
Pine Brook Country Club September 2012 - December 2012
Skills
Financial Analysis, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Public Speaking, Mergers & Acquisitions, Access, Management, Data Analysis, Teamwork, Outlook, Social Media, Leadership
Education
Bentley University 2012 — 2016
Marblehead High School 2008 — 2012
High School Diploma
Jonathan Moses's Morgan Stanley Experience June 2006 - August 2006
Job Senior Associate at Falcon Investments
Industry Venture Capital & Private Equity
Experience
Falcon Investments January 2012 - Present
Microfundo March 2011 - March 2012
Barclays Capital March 2010 - September 2011
Imperial Capital July 2009 - March 2010
Imperial Capital May 2008 - August 2008
Paragon Capital LP July 2007 - August 2007
Morgan Stanley June 2006 - August 2006
Education
Indiana University - Kelley School of Business
BS, Finance
Bentley College
Falcon Investments January 2012 - Present
Microfundo March 2011 - March 2012
Barclays Capital March 2010 - September 2011
Imperial Capital July 2009 - March 2010
Imperial Capital May 2008 - August 2008
Paragon Capital LP July 2007 - August 2007
Morgan Stanley June 2006 - August 2006
Education
Indiana University - Kelley School of Business
BS, Finance
Bentley College
Jill Whysel's Morgan Stanley Experience 1996 - 1998
Job creative strategist, writer, director
Industry Marketing and Advertising
Experience
Curious Unlimited February 2009 - Present
Razorfish August 2008 - February 2009
Ogilvy West May 2007 - August 2008
Publicis Dialog September 2005 - May 2007
Tribal DDB, Modem Media, CopperFin September 2004 - September 2005
Carlson Marketing Group December 2003 - September 2004
Sugarbush Resort April 2002 - November 2002
Bigfoot Interactive 2000 - 2001
CIBC World Markets 1998 - 2000
Morgan Stanley 1996 - 1998
Skills
Integrated Marketing, Advertising, Creative Direction, Creative Strategy, Interactive Advertising, Direct Mail, Copywriting, Social Media, New Media, Interactive Marketing, Direct Marketing, Digital Strategy, Marketing Communications, Strategy, Outdoor Advertising, Digital Marketing, Brand Development, Content Strategy, Marketing, E-commerce, Web Design, Art Direction, Concept Development, User Experience, Viral Marketing, Interaction Design, Information Architecture, Corporate Identity, Corporate Branding, Product Development, Radio, Creative Problem Solving, Speech Writing, Scriptwriter, Creative Concept..., Creative Writing, Leading People, Branding Development, Digital Media, Online Advertising, Email Marketing, Online Marketing, Social Media Marketing, Professional Mentoring
Education
Bennington College
School of Visual Arts
Washington College
B.A.
Curious Unlimited February 2009 - Present
Razorfish August 2008 - February 2009
Ogilvy West May 2007 - August 2008
Publicis Dialog September 2005 - May 2007
Tribal DDB, Modem Media, CopperFin September 2004 - September 2005
Carlson Marketing Group December 2003 - September 2004
Sugarbush Resort April 2002 - November 2002
Bigfoot Interactive 2000 - 2001
CIBC World Markets 1998 - 2000
Morgan Stanley 1996 - 1998
Skills
Integrated Marketing, Advertising, Creative Direction, Creative Strategy, Interactive Advertising, Direct Mail, Copywriting, Social Media, New Media, Interactive Marketing, Direct Marketing, Digital Strategy, Marketing Communications, Strategy, Outdoor Advertising, Digital Marketing, Brand Development, Content Strategy, Marketing, E-commerce, Web Design, Art Direction, Concept Development, User Experience, Viral Marketing, Interaction Design, Information Architecture, Corporate Identity, Corporate Branding, Product Development, Radio, Creative Problem Solving, Speech Writing, Scriptwriter, Creative Concept..., Creative Writing, Leading People, Branding Development, Digital Media, Online Advertising, Email Marketing, Online Marketing, Social Media Marketing, Professional Mentoring
Education
Bennington College
School of Visual Arts
Washington College
B.A.
Bruce Fenton's Morgan Stanley Experience August 1992 - December 1994
Job Executive Director Bitcoin Foundation / Investments
Industry Investment Management
Experience
Boston Gulf Advisors Group November 2011 - Present
Atlantic Financial Inc. December 1994 - Present
FDVT Corp. November 2004 - August 2011
Morgan Stanley August 1992 - December 1994
United States Navy November 1990 - August 1992
Skills
Private Equity, Emerging Markets, Investments, Charitable Organizations, Bitcoin, Venture Capital, Hedge Funds, Capital Markets, Wealth Management, Free Markets, Investment Strategies, Nonprofits, Financial Markets, Investor Relations, Economics, Poverty Reduction, Alternative Investments, Social Media, Funding, Investment Advisory, Investment Banking, Investment Management, Asset Management, GCC, Equities, Portfolio Management, Politics, Economic Development, Securities, Development Economics, Creative Solutions, Non-profits, Asset Allocation, UAE, Finance, Mutual Funds, Financial Analysis, Management Consulting, Saudi Arabia, Government Relations, Ludwig von Mises, Family Office, Socially Responsible...
Education
Wilbraham and Monson Academy 1984 — 1990
Bentley University
BA, Management
Brimfield
Boston Gulf Advisors Group November 2011 - Present
Atlantic Financial Inc. December 1994 - Present
FDVT Corp. November 2004 - August 2011
Morgan Stanley August 1992 - December 1994
United States Navy November 1990 - August 1992
Skills
Private Equity, Emerging Markets, Investments, Charitable Organizations, Bitcoin, Venture Capital, Hedge Funds, Capital Markets, Wealth Management, Free Markets, Investment Strategies, Nonprofits, Financial Markets, Investor Relations, Economics, Poverty Reduction, Alternative Investments, Social Media, Funding, Investment Advisory, Investment Banking, Investment Management, Asset Management, GCC, Equities, Portfolio Management, Politics, Economic Development, Securities, Development Economics, Creative Solutions, Non-profits, Asset Allocation, UAE, Finance, Mutual Funds, Financial Analysis, Management Consulting, Saudi Arabia, Government Relations, Ludwig von Mises, Family Office, Socially Responsible...
Education
Wilbraham and Monson Academy 1984 — 1990
Bentley University
BA, Management
Brimfield
Deacon Worrell's Morgan Stanley Experience February 2004 - January 2008
Job Director of Digital Project Management at NYC & Company
Industry Internet
Experience
NYC & Company June 2010 - Present
Morgan Stanley February 2004 - January 2008
Morgan Stanley July 2003 - February 2004
Sapient July 2000 - June 2003
Sapient February 2000 - July 2000
Agency.com April 1998 - May 1999
Urban Desires 1998 - 1998
Skills
Information Architecture, User Experience, Digital Strategy, Content Strategy, Web Analytics, Web Development, Web Project Management, Digital Marketing, E-commerce, Analytics, Creative Direction, CMS, Interaction Design, Content Management, SEO, Digital Media, Integrated Marketing, Web Content Management, Email Marketing, Social Media Marketing, Mobile Marketing, Interactive Marketing, New Media, Google Analytics, Mobile Applications, Product Management, Online Advertising, User Interface Design, Online Marketing, Mobile Internet, Brand Development, Marketing, Content Development, SEM, Omniture, Creative Strategy, Strategic Partnerships, Mobile Devices, Project Management, User Experience Design, Management, Social Media, Advertising, Leadership, Strategy, Marketing Communications
Education
Bennington College 1994 — 1998
NYC & Company June 2010 - Present
Morgan Stanley February 2004 - January 2008
Morgan Stanley July 2003 - February 2004
Sapient July 2000 - June 2003
Sapient February 2000 - July 2000
Agency.com April 1998 - May 1999
Urban Desires 1998 - 1998
Skills
Information Architecture, User Experience, Digital Strategy, Content Strategy, Web Analytics, Web Development, Web Project Management, Digital Marketing, E-commerce, Analytics, Creative Direction, CMS, Interaction Design, Content Management, SEO, Digital Media, Integrated Marketing, Web Content Management, Email Marketing, Social Media Marketing, Mobile Marketing, Interactive Marketing, New Media, Google Analytics, Mobile Applications, Product Management, Online Advertising, User Interface Design, Online Marketing, Mobile Internet, Brand Development, Marketing, Content Development, SEM, Omniture, Creative Strategy, Strategic Partnerships, Mobile Devices, Project Management, User Experience Design, Management, Social Media, Advertising, Leadership, Strategy, Marketing Communications
Education
Bennington College 1994 — 1998
Brock Cusick's Morgan Stanley Experience May 2001 - May 2002
Job Legal AVP at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank August 2010 - Present
Kaplan Fox & Kilsheimer LLP May 2009 - February 2010
Lowenstein Sandler PC May 2006 - December 2008
Kramer Levin Naftalis & Frankel LLP March 2006 - April 2006
New York Stock Exchange September 2004 - December 2004
Mandel & Mandel LLP May 2004 - August 2004
Seeger Weiss LLP October 2002 - May 2003
Morgan Stanley May 2001 - May 2002
Skills
Corporate Law, Mergers, Hedge Funds, Derivatives, ISDA, Prime Brokerage, Private Equity, Portfolio Management, Dodd-Frank, Swaps, Financial Regulation, Securities Regulation, Legal Writing, Securities
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2003 — 2006
JD, Law
Rutgers University-New Brunswick 1998 — 2002
BA, Economics
Deutsche Bank August 2010 - Present
Kaplan Fox & Kilsheimer LLP May 2009 - February 2010
Lowenstein Sandler PC May 2006 - December 2008
Kramer Levin Naftalis & Frankel LLP March 2006 - April 2006
New York Stock Exchange September 2004 - December 2004
Mandel & Mandel LLP May 2004 - August 2004
Seeger Weiss LLP October 2002 - May 2003
Morgan Stanley May 2001 - May 2002
Skills
Corporate Law, Mergers, Hedge Funds, Derivatives, ISDA, Prime Brokerage, Private Equity, Portfolio Management, Dodd-Frank, Swaps, Financial Regulation, Securities Regulation, Legal Writing, Securities
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2003 — 2006
JD, Law
Rutgers University-New Brunswick 1998 — 2002
BA, Economics
Sergey Mikhnevich (mikhnevich@gmail.com)'s Morgan Stanley Experience July 2014 - Present
Job Sr. Software Engineer / Teamlead at Citigroup
Industry Computer Software
Experience
Morgan Stanley July 2014 - Present
Citigroup July 2009 - Present
Lehman Brothers / Barclays Capital October 2006 - Present
Barclays Capital 2009 - 2009
Luxoft / ITCI January 2006 - October 2006
BelDTS April 2003 - January 2006
Skills
Oracle, Design Patterns, SQL, Java Enterprise Edition, Sybase, Requirements Analysis, UML, Web Services, Java, Spring, Agile Methodologies, XML, Hibernate, Leadership, Software Development, JUnit, Market Data, Unix, Tomcat, Ant, JMS, MySQL, Perl, Multithreading, SOA
Education
Columbia University in the City of New York 2012 — 2012
N/A, APMA E4200: Partial Differential Equations
Belaruski Dzjaržauny Universitet Informatyki i Radyjoelektroniki 2001 — 2002
MS, Computer Science
Belaruski Dzjaržauny Universitet Informatyki i Radyjoelektroniki 1996 — 2001
BS, Computer Science
Morgan Stanley July 2014 - Present
Citigroup July 2009 - Present
Lehman Brothers / Barclays Capital October 2006 - Present
Barclays Capital 2009 - 2009
Luxoft / ITCI January 2006 - October 2006
BelDTS April 2003 - January 2006
Skills
Oracle, Design Patterns, SQL, Java Enterprise Edition, Sybase, Requirements Analysis, UML, Web Services, Java, Spring, Agile Methodologies, XML, Hibernate, Leadership, Software Development, JUnit, Market Data, Unix, Tomcat, Ant, JMS, MySQL, Perl, Multithreading, SOA
Education
Columbia University in the City of New York 2012 — 2012
N/A, APMA E4200: Partial Differential Equations
Belaruski Dzjaržauny Universitet Informatyki i Radyjoelektroniki 2001 — 2002
MS, Computer Science
Belaruski Dzjaržauny Universitet Informatyki i Radyjoelektroniki 1996 — 2001
BS, Computer Science
Sam Markowitz's Morgan Stanley Experience August 2014 - Present
Job Legal & Compliance, Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2014 - Present
JPMorgan Chase January 2014 - July 2014
Mayor Bill de Blasio December 2013 - January 2014
Professor Kate Shaw, Benjamin N. Cardozo School of Law May 2012 - January 2014
Cardozo Journal of Conflict Resolution April 2012 - May 2013
United States Attorney's Office June 2011 - August 2011
U.S. Department of Justice June 2009 - August 2010
The White House March 2009 - May 2009
Obama for America June 2008 - November 2008
Senator Joseph Lieberman September 2006 - December 2006
Skills
Governmental Affairs, Federal Government..., Legal Writing, Legal Research, International Law, Public International Law, Constitutional Law, Constitutional Rights, Lobbying, Political Campaigns, Public Policy, Legislative Relations, Legislative Research, Legislative Affairs, Legal, International Relations, Logistics, Event Planning, State Government, Alternative Dispute..., Negotiation, Policy Analysis, Lexis, Legal Issues, Westlaw, Courts, Mediation, Politics, Comparative Law, Legislative Policy, Advance Work, Policy, Editing, Research, LexisNexis, Copyright Law
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2010 — 2013
JD, Constitutional Law and Rights & International and Comparative Law
The George Washington University 2005 — 2009
BA, History, Art History, cum laude
Morgan Stanley August 2014 - Present
JPMorgan Chase January 2014 - July 2014
Mayor Bill de Blasio December 2013 - January 2014
Professor Kate Shaw, Benjamin N. Cardozo School of Law May 2012 - January 2014
Cardozo Journal of Conflict Resolution April 2012 - May 2013
United States Attorney's Office June 2011 - August 2011
U.S. Department of Justice June 2009 - August 2010
The White House March 2009 - May 2009
Obama for America June 2008 - November 2008
Senator Joseph Lieberman September 2006 - December 2006
Skills
Governmental Affairs, Federal Government..., Legal Writing, Legal Research, International Law, Public International Law, Constitutional Law, Constitutional Rights, Lobbying, Political Campaigns, Public Policy, Legislative Relations, Legislative Research, Legislative Affairs, Legal, International Relations, Logistics, Event Planning, State Government, Alternative Dispute..., Negotiation, Policy Analysis, Lexis, Legal Issues, Westlaw, Courts, Mediation, Politics, Comparative Law, Legislative Policy, Advance Work, Policy, Editing, Research, LexisNexis, Copyright Law
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2010 — 2013
JD, Constitutional Law and Rights & International and Comparative Law
The George Washington University 2005 — 2009
BA, History, Art History, cum laude
Samuel Medina's Morgan Stanley Experience September 2010 - Present
Job Attorney
Industry Financial Services
Experience
Morgan Stanley September 2010 - Present
Bank of America Merrill Lynch September 2007 - September 2010
Hudson Legal March 2007 - September 2007
Update Legal November 2006 - January 2007
Kings County District Attorneys Office June 2005 - December 2005
Classic Media May 2004 - August 2004
Classic Media March 2002 - August 2003
Renegade Marketing Group February 2000 - February 2002
Grey 1997 - 1999
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2003 — 2006
Oberlin College 1993 — 1997
BA, English
Morgan Stanley September 2010 - Present
Bank of America Merrill Lynch September 2007 - September 2010
Hudson Legal March 2007 - September 2007
Update Legal November 2006 - January 2007
Kings County District Attorneys Office June 2005 - December 2005
Classic Media May 2004 - August 2004
Classic Media March 2002 - August 2003
Renegade Marketing Group February 2000 - February 2002
Grey 1997 - 1999
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2003 — 2006
Oberlin College 1993 — 1997
BA, English
Chad Henningsen's Morgan Stanley Experience June 2007 - November 2007
Job Credit Manager at Koch Ag & Energy Solutions
Industry Financial Services
Experience
Koch Ag & Energy Solutions, LLC October 2014 - Present
State Street February 2009 - February 2010
Innovative Solutions Group April 2008 - January 2009
Morgan Stanley June 2007 - November 2007
Target Corporation June 2004 - October 2005
Education
University of Missouri-Kansas City 2006 — 2008
Masters of Business Administration, Finance
Benedictine College 2000 — 2004
Bachelor of Arts, Finance & Entrepreneurship
Koch Ag & Energy Solutions, LLC October 2014 - Present
State Street February 2009 - February 2010
Innovative Solutions Group April 2008 - January 2009
Morgan Stanley June 2007 - November 2007
Target Corporation June 2004 - October 2005
Education
University of Missouri-Kansas City 2006 — 2008
Masters of Business Administration, Finance
Benedictine College 2000 — 2004
Bachelor of Arts, Finance & Entrepreneurship
Seth Grossman's Morgan Stanley Experience 2012 - Present
Job Vice President at Morgan Stanley
Industry Legal Services
Experience
Morgan Stanley 2012 - Present
New York City Campaign Finance Board 2008 - 2011
U.S. Department of Justice 2005 - 2007
Skills
Government, Legal Research, Legal Writing
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2001 — 2004
Doctor of Law (J.D.), Summa Cum Laude
Syracuse University 1997 — 2001
Bachelor of Science (B.S.), Cum Laude
Morgan Stanley 2012 - Present
New York City Campaign Finance Board 2008 - 2011
U.S. Department of Justice 2005 - 2007
Skills
Government, Legal Research, Legal Writing
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2001 — 2004
Doctor of Law (J.D.), Summa Cum Laude
Syracuse University 1997 — 2001
Bachelor of Science (B.S.), Cum Laude
Sara Stonner's Morgan Stanley Experience January 2012 - April 2012
Job Vice President at Depository Trust and Clearing Corporation
Industry Information Technology and Services
Experience
Depository Trust and Clearing Corporation April 2012 - Present
Morgan Stanley January 2012 - April 2012
Morgan Stanley January 2004 - January 2012
BiogenIdec March 2003 - December 2003
Akamai Technologies March 2001 - February 2003
Oracle Corporation December 1997 - January 1999
Oracle Corporation 1997 - 1999
Skills
Data Integration, Business Intelligence, Data Masking, Data Warehousing, Databases, Data Analytics
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1998 — 2002
Masters of Science, Computer Information Systems
Union College 1992 — 1996
Bachelor of Arts (B.A.), Business/Managerial Economics
Derryfield School 1989 — 1992
Depository Trust and Clearing Corporation April 2012 - Present
Morgan Stanley January 2012 - April 2012
Morgan Stanley January 2004 - January 2012
BiogenIdec March 2003 - December 2003
Akamai Technologies March 2001 - February 2003
Oracle Corporation December 1997 - January 1999
Oracle Corporation 1997 - 1999
Skills
Data Integration, Business Intelligence, Data Masking, Data Warehousing, Databases, Data Analytics
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1998 — 2002
Masters of Science, Computer Information Systems
Union College 1992 — 1996
Bachelor of Arts (B.A.), Business/Managerial Economics
Derryfield School 1989 — 1992
Yefim Katsnelson's Morgan Stanley Experience September 2004 - April 2005
Job Lead Network Architect at Credit Suisse
Industry Telecommunications
Experience
Credit Suisse September 2009 - Present
NBC Universal December 2007 - May 2009
Bear Stearns May 2005 - November 2007
Morgan Stanley September 2004 - April 2005
JP Morgan Chase & Co. 2001 - 2004
AIG December 1998 - January 2001
Citicorp May 1998 - December 1998
Port Authority of NYNJ 1995 - 1997
Skills
Data Center, Cisco Technologies, BGP, Network Architecture, Routing, Firewalls, Disaster Recovery, WAN, Network Engineering, OSPF, Network Security, Juniper, VPN, Network Design, Vendor Management, Routers, Cisco Nexus
Education
Belaruski Dzjaržauny Universitet Informatyki i Radyjoelektroniki
Ph.D., Computer Science
Belaruski Dzjaržauny Universitet Informatyki i Radyjoelektroniki
MS, Computer Science
Credit Suisse September 2009 - Present
NBC Universal December 2007 - May 2009
Bear Stearns May 2005 - November 2007
Morgan Stanley September 2004 - April 2005
JP Morgan Chase & Co. 2001 - 2004
AIG December 1998 - January 2001
Citicorp May 1998 - December 1998
Port Authority of NYNJ 1995 - 1997
Skills
Data Center, Cisco Technologies, BGP, Network Architecture, Routing, Firewalls, Disaster Recovery, WAN, Network Engineering, OSPF, Network Security, Juniper, VPN, Network Design, Vendor Management, Routers, Cisco Nexus
Education
Belaruski Dzjaržauny Universitet Informatyki i Radyjoelektroniki
Ph.D., Computer Science
Belaruski Dzjaržauny Universitet Informatyki i Radyjoelektroniki
MS, Computer Science
Ryan Feller's Morgan Stanley Experience May 2005 - April 2006
Job Manager, FP&A at Eliza Corporation
Industry Financial Services
Experience
Eliza Corporation February 2014 - Present
Iron Mountain July 2011 - January 2014
Iron Mountain March 2011 - July 2011
DS Feller Company LLC May 2010 - July 2011
SV Life Sciences August 2007 - February 2010
Valuation Advice LLC 2010 - 2010
Cambridge Associates June 2006 - July 2007
Morgan Stanley May 2005 - April 2006
The New York Mortgage Company 2003 - 2004
Skills
Financial Modeling, Finance, Due Diligence, Analysis, Management, Sales Operations, Forecasting, Valuation, Financial Analysis, Process Improvement, Strategic Planning, Business Analysis, Venture Capital, Research, Investments, Private Equity, Budgets, Competitive Analysis, Budgeting, Alternative Investments, Economics, Business Valuation, Reporting & Analysis, Performance Analysis, Investor Relations, Managerial Finance, Institutional..., Performance Improvement, Variance Analysis, Strategy, Sales Strategy, Sales Compensation, Corporate Fundraising, Organizational Structure, Efficiency Improvement, Financial Management, Performance Attribution, Benchmarking, Institutional Investors, Mentoring
Education
Bentley University 2002 — 2006
BS, Economics-Finance
Hopkinton High School 1998 — 2002
Eliza Corporation February 2014 - Present
Iron Mountain July 2011 - January 2014
Iron Mountain March 2011 - July 2011
DS Feller Company LLC May 2010 - July 2011
SV Life Sciences August 2007 - February 2010
Valuation Advice LLC 2010 - 2010
Cambridge Associates June 2006 - July 2007
Morgan Stanley May 2005 - April 2006
The New York Mortgage Company 2003 - 2004
Skills
Financial Modeling, Finance, Due Diligence, Analysis, Management, Sales Operations, Forecasting, Valuation, Financial Analysis, Process Improvement, Strategic Planning, Business Analysis, Venture Capital, Research, Investments, Private Equity, Budgets, Competitive Analysis, Budgeting, Alternative Investments, Economics, Business Valuation, Reporting & Analysis, Performance Analysis, Investor Relations, Managerial Finance, Institutional..., Performance Improvement, Variance Analysis, Strategy, Sales Strategy, Sales Compensation, Corporate Fundraising, Organizational Structure, Efficiency Improvement, Financial Management, Performance Attribution, Benchmarking, Institutional Investors, Mentoring
Education
Bentley University 2002 — 2006
BS, Economics-Finance
Hopkinton High School 1998 — 2002
Bibek Das's Morgan Stanley Experience March 2013 - Present
Job Wealth Management at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2013 - Present
Merrill Lynch April 2011 - December 2012
Prudential Financial 2010 - 2011
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Strategic Planning, Microsoft Office, Project Management, Leadership, Analysis, Business Strategy, Public Speaking, Statistics, Management
Education
Tulane University - A.B. Freeman School of Business 2007 — 2009
Master of Business Administration (MBA)
Bengal Engineering and Science University, Shibpur
Bachelor of Science (BS), Electrical and Electronics Engineering
Morgan Stanley March 2013 - Present
Merrill Lynch April 2011 - December 2012
Prudential Financial 2010 - 2011
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Strategic Planning, Microsoft Office, Project Management, Leadership, Analysis, Business Strategy, Public Speaking, Statistics, Management
Education
Tulane University - A.B. Freeman School of Business 2007 — 2009
Master of Business Administration (MBA)
Bengal Engineering and Science University, Shibpur
Bachelor of Science (BS), Electrical and Electronics Engineering
Nicholas Gormley's Morgan Stanley Experience April 2008 - Present
Job Executive Director
Industry Financial Services
Experience
Morgan Stanley April 2008 - Present
UBS Wealth Management September 1997 - April 2008
Columbia Management August 1992 - September 1997
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1991 — 1992
Masters, Taxation
Bentley College - Elkin B. McCallum Graduate School of Business 1986 — 1990
MHS
Marblehed High
Morgan Stanley April 2008 - Present
UBS Wealth Management September 1997 - April 2008
Columbia Management August 1992 - September 1997
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1991 — 1992
Masters, Taxation
Bentley College - Elkin B. McCallum Graduate School of Business 1986 — 1990
MHS
Marblehed High
Alex Garipian's Morgan Stanley Experience July 2009 - Present
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2009 - Present
A January 2013 - Present
Skills
Linux, Flex, Performance Testing, angularjs, JavaScript, Red Hat Linux, Storage Architecture, Blackberry Playbook, Adobe Air, Infrastructure Solutions, Photoshop, Flash Builder, Flash, Autosys, HTML, Blackberry OS
Education
Bentley University 2005 — 2009
Finance, Finance, IT
Morgan Stanley July 2009 - Present
A January 2013 - Present
Skills
Linux, Flex, Performance Testing, angularjs, JavaScript, Red Hat Linux, Storage Architecture, Blackberry Playbook, Adobe Air, Infrastructure Solutions, Photoshop, Flash Builder, Flash, Autosys, HTML, Blackberry OS
Education
Bentley University 2005 — 2009
Finance, Finance, IT
Lizzette Muniz's Morgan Stanley Experience January 2007 - May 2007
Job Attorney, Law Office of Lizzette Muniz
Industry Law Practice
Experience
Okun, Oddo & Babat, P.C. June 2010 - May 2015
Okun, Oddo & Babat, P.C. August 2009 - May 2010
CSD RE Solutions, Inc. 2007 - 2010
Bristol Myers Squibb June 2007 - August 2007
Morgan Stanley January 2007 - May 2007
Cardozo Tax Clinic January 2007 - May 2007
LEGAL SERVICES OF NEW YORK May 2006 - August 2006
Weill Medical College of Cornell University February 2005 - August 2005
Gartner, Inc. October 2000 - July 2003
Surgical Infection Society/Foundation May 1998 - September 2000
Skills
Litigation, Accident, Estate Planning, Personal Injury, Legal Compliance, Oral Arguments, Legal Research, Medical Malpractice, Courts, Criminal Defense, Civil Litigation, Tax Law, Commercial Litigation, Appeals, Arbitration, Criminal Law, Legal Assistance, Legal Writing, Mediation, Trials, Westlaw
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2006 — 2008
J.D., Property and Real Estate Law
Maurice A. Deane School of Law at Hofstra University 2005 — 2006
Fordham University 1994 — 1998
B.S., General Science
Okun, Oddo & Babat, P.C. June 2010 - May 2015
Okun, Oddo & Babat, P.C. August 2009 - May 2010
CSD RE Solutions, Inc. 2007 - 2010
Bristol Myers Squibb June 2007 - August 2007
Morgan Stanley January 2007 - May 2007
Cardozo Tax Clinic January 2007 - May 2007
LEGAL SERVICES OF NEW YORK May 2006 - August 2006
Weill Medical College of Cornell University February 2005 - August 2005
Gartner, Inc. October 2000 - July 2003
Surgical Infection Society/Foundation May 1998 - September 2000
Skills
Litigation, Accident, Estate Planning, Personal Injury, Legal Compliance, Oral Arguments, Legal Research, Medical Malpractice, Courts, Criminal Defense, Civil Litigation, Tax Law, Commercial Litigation, Appeals, Arbitration, Criminal Law, Legal Assistance, Legal Writing, Mediation, Trials, Westlaw
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2006 — 2008
J.D., Property and Real Estate Law
Maurice A. Deane School of Law at Hofstra University 2005 — 2006
Fordham University 1994 — 1998
B.S., General Science
Jonathan M. Spiegel's Morgan Stanley Experience December 2010 - Present
Job Morgan Stanley
Industry Real Estate
Experience
Morgan Stanley December 2010 - Present
Skills
Real Estate, Real Estate Transactions, Commercial Real Estate, Real Estate Financing, Real Estate Lending, Real Estate Development, Disposition, Real Estate Private..., CMBS, Commercial Real Estate..., Syndications, Due Diligence, Negotiation, Asset Management, Loans, Acquisitions, Commercial Mortgages
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2001 — 2004
J.D.
Skidmore College 1994 — 1998
B.A., English Literature
Morgan Stanley December 2010 - Present
Skills
Real Estate, Real Estate Transactions, Commercial Real Estate, Real Estate Financing, Real Estate Lending, Real Estate Development, Disposition, Real Estate Private..., CMBS, Commercial Real Estate..., Syndications, Due Diligence, Negotiation, Asset Management, Loans, Acquisitions, Commercial Mortgages
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2001 — 2004
J.D.
Skidmore College 1994 — 1998
B.A., English Literature
Jason Hirsch's Morgan Stanley Experience March 2012 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2012 - Present
Prudential Financial July 1999 - March 2012
Deloitte & Touche June 1992 - July 1999
Skills
Tax, International Tax, CPA, Due Diligence, Financial Accounting, Tax Law, Corporate Governance, Financial Analysis, Coaching, Equities, Asset Management, Private Equity, Accounting, Corporate Law, Investments
Education
New York University School of Law 1994 — 1997
LLM, Taxation
Benjamin N. Cardozo School of Law, Yeshiva University 1990 — 1993
JD
City University of New York-Brooklyn College 1987 — 1990
BS, Accounting
Morgan Stanley March 2012 - Present
Prudential Financial July 1999 - March 2012
Deloitte & Touche June 1992 - July 1999
Skills
Tax, International Tax, CPA, Due Diligence, Financial Accounting, Tax Law, Corporate Governance, Financial Analysis, Coaching, Equities, Asset Management, Private Equity, Accounting, Corporate Law, Investments
Education
New York University School of Law 1994 — 1997
LLM, Taxation
Benjamin N. Cardozo School of Law, Yeshiva University 1990 — 1993
JD
City University of New York-Brooklyn College 1987 — 1990
BS, Accounting
Carlton Carter's Morgan Stanley Experience June 2010 - January 2012
Job VP Compliance Manager at J.P. Morgan
Industry Financial Services
Experience
JPMorgan Chase September 2013 - Present
Sumitomo Mitsui Banking Corporation January 2012 - September 2013
Morgan Stanley June 2010 - January 2012
AIG June 2007 - November 2010
Citi January 2000 - May 2007
CIBC World Markets June 1997 - December 1999
Skills
Enterprise Risk..., Compliance, Corporate Governance, Derivatives, Fixed Income, MIS, Finance, Internal Audit, Internal Controls, Operational Risk, Operational Risk..., Sarbanes-Oxley Act, Financial Risk, Financial Analysis, Banking, Risk Management, Financial Services, Capital Markets, Investment Banking, Auditing, Securities, Analysis, Equities, Governance, Business Process..., Executive Management, Basel II, Financial Reporting, Management, Strategy, Due Diligence, Asset Management, KYC, Corporate Finance
Education
Bellevue University 2010 — 2013
MBA, Accounting
Pace University 2008 — 2012
MS, Management Information Systems
Saint John's University 1991 — 1995
BS, Finance and Minor in Computer Application
Campion College HS 1987 — 1991
Diploma, Business and Accounting
JPMorgan Chase September 2013 - Present
Sumitomo Mitsui Banking Corporation January 2012 - September 2013
Morgan Stanley June 2010 - January 2012
AIG June 2007 - November 2010
Citi January 2000 - May 2007
CIBC World Markets June 1997 - December 1999
Skills
Enterprise Risk..., Compliance, Corporate Governance, Derivatives, Fixed Income, MIS, Finance, Internal Audit, Internal Controls, Operational Risk, Operational Risk..., Sarbanes-Oxley Act, Financial Risk, Financial Analysis, Banking, Risk Management, Financial Services, Capital Markets, Investment Banking, Auditing, Securities, Analysis, Equities, Governance, Business Process..., Executive Management, Basel II, Financial Reporting, Management, Strategy, Due Diligence, Asset Management, KYC, Corporate Finance
Education
Bellevue University 2010 — 2013
MBA, Accounting
Pace University 2008 — 2012
MS, Management Information Systems
Saint John's University 1991 — 1995
BS, Finance and Minor in Computer Application
Campion College HS 1987 — 1991
Diploma, Business and Accounting
Zsolt Szekeres's Morgan Stanley Experience May 2006 - May 2010
Job Vice President at MSCI
Industry Financial Services
Experience
MSCI Inc. June 2010 - Present
Morgan Stanley May 2006 - May 2010
Friedrich Alexander University Erlangen-Nürnberg March 2005 - February 2006
Memorial University of Newfoundland March 2004 - February 2005
Skills
Financial Risk, Quantitative Finance, Fixed Income, Derivatives, Valuation, Credit Derivatives, Options, Monte Carlo Simulation, Portfolio Optimization, Bonds, Quantitative Analytics, Market Risk, Portfolio Management, Equities, Hedge Funds, Structured Products, Equity Derivatives
Education
Eötvös Loránd University 2001 — 2006
PhD, Theoretical Chemistry
Eötvös Loránd University 1995 — 2001
MSc, Chemistry
Beloit College 1998 — 1998
Exchange student
Apaczai Csere Janos High School 1991 — 1995
MSCI Inc. June 2010 - Present
Morgan Stanley May 2006 - May 2010
Friedrich Alexander University Erlangen-Nürnberg March 2005 - February 2006
Memorial University of Newfoundland March 2004 - February 2005
Skills
Financial Risk, Quantitative Finance, Fixed Income, Derivatives, Valuation, Credit Derivatives, Options, Monte Carlo Simulation, Portfolio Optimization, Bonds, Quantitative Analytics, Market Risk, Portfolio Management, Equities, Hedge Funds, Structured Products, Equity Derivatives
Education
Eötvös Loránd University 2001 — 2006
PhD, Theoretical Chemistry
Eötvös Loránd University 1995 — 2001
MSc, Chemistry
Beloit College 1998 — 1998
Exchange student
Apaczai Csere Janos High School 1991 — 1995
Jordan Heller's Morgan Stanley Experience September 2004 - January 2005
Job Specialist, Facilities at GLOBALFOUNDRIES
Industry Financial Services
Experience
GLOBALFOUNDRIES August 2014 - Present
SEFCU March 2013 - August 2014
Crush and Cask Wine and Spirits July 2009 - September 2009
Kraft Sports Groups August 2008 - December 2008
Keeler Motor Car Co May 2006 - August 2006
Morgan Stanley September 2004 - January 2005
LH Communications January 2001 - January 2002
Skills
Salesforce.com, Pricing, Customer Service, PowerPoint, Finance, Investments, Sales, Financial Modeling, Financial Analysis, Management
Education
Bentley University 2005 — 2010
Bachelor of Science, Finance
Shenendehowa High School 2001 — 2005
Advanced Regents Diploma
Lorenzo de'Medici
GLOBALFOUNDRIES August 2014 - Present
SEFCU March 2013 - August 2014
Crush and Cask Wine and Spirits July 2009 - September 2009
Kraft Sports Groups August 2008 - December 2008
Keeler Motor Car Co May 2006 - August 2006
Morgan Stanley September 2004 - January 2005
LH Communications January 2001 - January 2002
Skills
Salesforce.com, Pricing, Customer Service, PowerPoint, Finance, Investments, Sales, Financial Modeling, Financial Analysis, Management
Education
Bentley University 2005 — 2010
Bachelor of Science, Finance
Shenendehowa High School 2001 — 2005
Advanced Regents Diploma
Lorenzo de'Medici
Alex Fopiano's Morgan Stanley Experience October 2007 - March 2008
Job Senior Treasury Analyst at Brookline Bank
Industry Financial Services
Experience
Brookline Bank October 2014 - Present
Brookline Bank August 2013 - October 2014
Sovereign Bank September 2011 - August 2013
LECG October 2010 - March 2011
HCFS-Bentley University Trading Room September 2009 - November 2010
Logan Circle Partners March 2008 - August 2008
Morgan Stanley October 2007 - March 2008
Skills
Bloomberg, Financial Modeling, Financial Analysis, Equity Research, Valuation, Securities, fixed income research, Factset, Fixed Income, Bloomberg Terminal
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2009 — 2010
MS, Quantitative Finance
Bentley University 2006 — 2009
B.S., Finance
Boston College High School 2001 — 2005
Brookline Bank October 2014 - Present
Brookline Bank August 2013 - October 2014
Sovereign Bank September 2011 - August 2013
LECG October 2010 - March 2011
HCFS-Bentley University Trading Room September 2009 - November 2010
Logan Circle Partners March 2008 - August 2008
Morgan Stanley October 2007 - March 2008
Skills
Bloomberg, Financial Modeling, Financial Analysis, Equity Research, Valuation, Securities, fixed income research, Factset, Fixed Income, Bloomberg Terminal
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2009 — 2010
MS, Quantitative Finance
Bentley University 2006 — 2009
B.S., Finance
Boston College High School 2001 — 2005
Joseph Einav's Morgan Stanley Experience June 2007 - August 2007
Job Real Estate Associate at Katten Muchin Rosenman LLP
Industry Real Estate
Experience
Katten Muchin Rosenman LLP August 2014 - Present
Bingham McCutchen November 2012 - July 2014
NYCREX® 2008 - January 2012
Bingham McCutchen May 2011 - July 2011
Platinum Properties March 2009 - January 2010
Royalton Group Inc June 2008 - September 2008
Morgan Stanley June 2007 - August 2007
UBS Wealth Management June 2006 - August 2006
Skills
Real Estate, Affordable Housing, Real Estate Economics, Real Estate Transactions, Sales, Management, Negotiation, Landlords, Commercial Real Estate, Valuation, Private Equity, Apartments, Strategic Planning
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2009 — 2012
JD, Law
Syracuse University 2005 — 2009
BS, Finance and Accounting
Syracuse University - Martin J. Whitman School of Management 2005 — 2009
Bachelor of Sciene, Finance
Katten Muchin Rosenman LLP August 2014 - Present
Bingham McCutchen November 2012 - July 2014
NYCREX® 2008 - January 2012
Bingham McCutchen May 2011 - July 2011
Platinum Properties March 2009 - January 2010
Royalton Group Inc June 2008 - September 2008
Morgan Stanley June 2007 - August 2007
UBS Wealth Management June 2006 - August 2006
Skills
Real Estate, Affordable Housing, Real Estate Economics, Real Estate Transactions, Sales, Management, Negotiation, Landlords, Commercial Real Estate, Valuation, Private Equity, Apartments, Strategic Planning
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2009 — 2012
JD, Law
Syracuse University 2005 — 2009
BS, Finance and Accounting
Syracuse University - Martin J. Whitman School of Management 2005 — 2009
Bachelor of Sciene, Finance
Betty Anderson's Morgan Stanley Experience January 1990 - February 2008
Job Operational Risk Consultant (Third Party Risk Management) at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2012 - Present
Wells Fargo EFS February 2009 - Present
Southeast Technical Institute June 2008 - February 2009
Morgan Stanley January 1990 - February 2008
PREMIER Bankcard, LLC 2008 - 2008
Skills
Third Party Vendor..., Project Coordination, Operational Risk, Operations Management, Financial Reporting, Records Management, User Acceptance Testing, Website Updating, Procedure Development, Training Delivery, Internal Audit, Quality Assurance, Access Control, Dashboard Metrics, Microsoft Excel, Microsoft Word, Complaints, Third Party..., Legal Contract Review, Business Analysis, Leading Meetings, Meeting Planning, Live Meeting, Program Oversight, Data Analysis
Education
Bellevue University 2007 — 2008
BS, Business Management
Southeast Techincal Institute 2001 — 2006
AS, Business Administration
Wells Fargo July 2012 - Present
Wells Fargo EFS February 2009 - Present
Southeast Technical Institute June 2008 - February 2009
Morgan Stanley January 1990 - February 2008
PREMIER Bankcard, LLC 2008 - 2008
Skills
Third Party Vendor..., Project Coordination, Operational Risk, Operations Management, Financial Reporting, Records Management, User Acceptance Testing, Website Updating, Procedure Development, Training Delivery, Internal Audit, Quality Assurance, Access Control, Dashboard Metrics, Microsoft Excel, Microsoft Word, Complaints, Third Party..., Legal Contract Review, Business Analysis, Leading Meetings, Meeting Planning, Live Meeting, Program Oversight, Data Analysis
Education
Bellevue University 2007 — 2008
BS, Business Management
Southeast Techincal Institute 2001 — 2006
AS, Business Administration
Richard Slivinski's Morgan Stanley Experience March 2015 - Present
Job Attorney
Industry Law Practice
Experience
Morgan Stanley March 2015 - Present
Fried Frank 2002 - December 2014
Honorable Thomas B. Bennett September 2001 - August 2002
Deloitte & Touche 1995 - 1998
Skills
Corporate Law, Restructuring, Bankruptcy, Corporate Finance, Distressed Debt, Distressed M&A, Litigation, Commercial Litigation, Corporate Governance, Securities Regulation, Mediation, Accounting, Legal Advice, Document Review, Commodity
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1998 — 2001
JD
Rutgers University-New Brunswick 1991 — 1995
BS, Accounting
Morgan Stanley March 2015 - Present
Fried Frank 2002 - December 2014
Honorable Thomas B. Bennett September 2001 - August 2002
Deloitte & Touche 1995 - 1998
Skills
Corporate Law, Restructuring, Bankruptcy, Corporate Finance, Distressed Debt, Distressed M&A, Litigation, Commercial Litigation, Corporate Governance, Securities Regulation, Mediation, Accounting, Legal Advice, Document Review, Commodity
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1998 — 2001
JD
Rutgers University-New Brunswick 1991 — 1995
BS, Accounting
Mamta Patel's Morgan Stanley Experience 2004 - 2006
Job Consultant Project Management at Discover Financial Services
Industry Computer Software
Experience
Discover Financial Services March 2015 - Present
Discover Network August 2010 - Present
Discover Financial Services February 2008 - 2010
Discover Financial Services 2006 - 2008
Morgan Stanley 2004 - 2006
Spherion 2001 - 2004
Unisys August 1999 - November 2000
College of DuPage 1993 - 1998
Skills
Business Analysis, Requirements Gathering, Software Project..., Requirements Analysis, SDLC, Data Warehousing, Business Intelligence, Business Process..., PMO, Visio, Project Portfolio..., PMP, Vendor Management, Risk Management, Business Requirements, Program Management, Analytics, Project Management, Process Improvement, User Acceptance Testing, Banking, Agile Methodologies, Stakeholder Management, Strategy, Credit Cards, Business Process, Payments, Payment Systems, Software Development, Mobile Payments, Payment Card Processing, Electronic Payments, Financial Services, Relationship Management, Debit Cards, Project Delivery, CRM, Enterprise Architecture, Business Transformation, IT Strategy, Solution Architecture, Business Process Design, Information Technology, Change Management, Systems Analysis, Data Modeling, Mentoring, System Testing
Education
Benedictine University
Master of Business Administration (M.B.A.)
Benedictine University
Master of Science (M.S.), Management Information Systems and Services
University of Illinois at Chicago
Bachelor of Arts (B.A.), Communication Design
Discover Financial Services March 2015 - Present
Discover Network August 2010 - Present
Discover Financial Services February 2008 - 2010
Discover Financial Services 2006 - 2008
Morgan Stanley 2004 - 2006
Spherion 2001 - 2004
Unisys August 1999 - November 2000
College of DuPage 1993 - 1998
Skills
Business Analysis, Requirements Gathering, Software Project..., Requirements Analysis, SDLC, Data Warehousing, Business Intelligence, Business Process..., PMO, Visio, Project Portfolio..., PMP, Vendor Management, Risk Management, Business Requirements, Program Management, Analytics, Project Management, Process Improvement, User Acceptance Testing, Banking, Agile Methodologies, Stakeholder Management, Strategy, Credit Cards, Business Process, Payments, Payment Systems, Software Development, Mobile Payments, Payment Card Processing, Electronic Payments, Financial Services, Relationship Management, Debit Cards, Project Delivery, CRM, Enterprise Architecture, Business Transformation, IT Strategy, Solution Architecture, Business Process Design, Information Technology, Change Management, Systems Analysis, Data Modeling, Mentoring, System Testing
Education
Benedictine University
Master of Business Administration (M.B.A.)
Benedictine University
Master of Science (M.S.), Management Information Systems and Services
University of Illinois at Chicago
Bachelor of Arts (B.A.), Communication Design
Suparna Ray's Morgan Stanley Experience January 2015 - Present
Job Executive Director at Morgan Stanley
Industry Capital Markets
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley August 2010 - December 2014
Barclays Capital October 2008 - July 2010
Lehman Brothers October 2006 - October 2008
PricewaterhouseCoopers January 2005 - October 2006
Skills
Capital Markets, Derivatives, Fixed Income, Equities, Credit Derivatives, Bloomberg Terminal, Equity Derivatives, Product Control, Market Risk, Corporate Finance, Risk Management, Financial Reporting, Interest Rate..., Bloomberg, Bonds, Emerging Markets, FX Options, Financial Markets, Options, Structured Finance, Structured Products, Valuation, Commodity, Alternative Investments, CVA
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2003 — 2004
MS, Finance
RA Podar
Master's degree, Accounting and Finance
Morgan Stanley January 2015 - Present
Morgan Stanley August 2010 - December 2014
Barclays Capital October 2008 - July 2010
Lehman Brothers October 2006 - October 2008
PricewaterhouseCoopers January 2005 - October 2006
Skills
Capital Markets, Derivatives, Fixed Income, Equities, Credit Derivatives, Bloomberg Terminal, Equity Derivatives, Product Control, Market Risk, Corporate Finance, Risk Management, Financial Reporting, Interest Rate..., Bloomberg, Bonds, Emerging Markets, FX Options, Financial Markets, Options, Structured Finance, Structured Products, Valuation, Commodity, Alternative Investments, CVA
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2003 — 2004
MS, Finance
RA Podar
Master's degree, Accounting and Finance
Jennifer Wilen's Morgan Stanley Experience May 2014 - Present
Job Vice President Legal and Compliance Division at Morgan Stanley
Industry Law Practice
Experience
Morgan Stanley May 2014 - Present
Kramer Levin Naftalis & Frankel LLP October 2009 - April 2014
Skills
Litigation, Legal Research, Corporate Law
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2006 — 2009
Doctor of Law (J.D.), Law
McGill University 2001 — 2005
Bachelor of Arts (B.A.), Labor and Industrial Relations
Morgan Stanley May 2014 - Present
Kramer Levin Naftalis & Frankel LLP October 2009 - April 2014
Skills
Litigation, Legal Research, Corporate Law
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2006 — 2009
Doctor of Law (J.D.), Law
McGill University 2001 — 2005
Bachelor of Arts (B.A.), Labor and Industrial Relations
Tasneem Novak's Morgan Stanley Experience January 2013 - Present
Job Vice President Equity Sales and Trading Legal
Industry Financial Services
Experience
Morgan Stanley January 2013 - Present
Morgan Stanley November 2012 - Present
Morgan Stanley June 2010 - November 2012
Crowell & Moring LLP September 2007 - May 2010
ICAP North America, Inc. June 2006 - August 2006
Burberry Limited January 2006 - May 2006
Rainforest Alliance September 2005 - December 2005
Skills
Commercial Litigation, Structured Finance, Mergers, Securities, Legal Research, Mergers & Acquisitions, Corporate Law, Litigation, Securities Regulation, Intellectual Property, Legal Writing, Corporate Governance, Hedge Funds, Venture Capital, Bankruptcy, Derivatives, Private Equity, Prime Brokerage
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2004 — 2007
J.D.
Boston University 1998 — 2002
B.A., cum laude, Art History, Painting / Visual Arts
Westford Academy 1994 — 1998
Rhode Island School of Design 1997 — 1997
Pre-College 1997, Design, Painting
Phillips Academy at Andover 1996 — 1996
Summer 1996
Morgan Stanley January 2013 - Present
Morgan Stanley November 2012 - Present
Morgan Stanley June 2010 - November 2012
Crowell & Moring LLP September 2007 - May 2010
ICAP North America, Inc. June 2006 - August 2006
Burberry Limited January 2006 - May 2006
Rainforest Alliance September 2005 - December 2005
Skills
Commercial Litigation, Structured Finance, Mergers, Securities, Legal Research, Mergers & Acquisitions, Corporate Law, Litigation, Securities Regulation, Intellectual Property, Legal Writing, Corporate Governance, Hedge Funds, Venture Capital, Bankruptcy, Derivatives, Private Equity, Prime Brokerage
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2004 — 2007
J.D.
Boston University 1998 — 2002
B.A., cum laude, Art History, Painting / Visual Arts
Westford Academy 1994 — 1998
Rhode Island School of Design 1997 — 1997
Pre-College 1997, Design, Painting
Phillips Academy at Andover 1996 — 1996
Summer 1996
Thomas Cinquino's Morgan Stanley Experience 2002 - 2009
Job Senior Analyst / Investor Relations
Industry Financial Services
Experience
Talson Capital Management October 2014 - Present
Maritime Capital / Bowery Investment Management 2012 - 2014
Goldman Sachs 2010 - 2011
Citigroup 2009 - 2010
Morgan Stanley 2002 - 2009
PricewaterhouseCoopers 2000 - 2002
Skills
Alternative Investments, Prime Brokerage, Data Analysis, Capital Markets, Hedge Funds, Business Development, Finance, Financial Services, Derivatives, Strategy, Investments, Equities, Bloomberg, Fixed Income, Analytics
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1998 — 2000
MS, Accounting
Bentley University 1998 — 2000
Elmira College 1994 — 1997
BA, Literature/Secondary Education
Talson Capital Management October 2014 - Present
Maritime Capital / Bowery Investment Management 2012 - 2014
Goldman Sachs 2010 - 2011
Citigroup 2009 - 2010
Morgan Stanley 2002 - 2009
PricewaterhouseCoopers 2000 - 2002
Skills
Alternative Investments, Prime Brokerage, Data Analysis, Capital Markets, Hedge Funds, Business Development, Finance, Financial Services, Derivatives, Strategy, Investments, Equities, Bloomberg, Fixed Income, Analytics
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1998 — 2000
MS, Accounting
Bentley University 1998 — 2000
Elmira College 1994 — 1997
BA, Literature/Secondary Education
Jonathan Blattmachr's Morgan Stanley Experience March 1998 - March 2002
Job Associate at Baker & Hostetler LLP
Industry Law Practice
Experience
Baker & Hostetler LLP July 2013 - Present
Schulte Roth & Zabel LLP September 2008 - July 2013
Schulte Roth & Zabel LLP May 2007 - August 2007
Southern District of New York - Chambers of Hon. Stephen C. Robinson May 2006 - August 2006
UBS March 2002 - August 2005
Morgan Stanley March 1998 - March 2002
Skills
Hedge Funds, Estate Planning, Legal Writing, Securities, Private Equity, Portfolio Management, Bankruptcy, Securities Regulation, Investments, Restructuring, Corporate Law, Joint Ventures, Finance
Education
Benjamin N. Cardozo School of Law, Yeshiva University
Juris Doctor, Corporate Law and Litigation
University of Rochester
BA, Political Science
Garden City High School
Baker & Hostetler LLP July 2013 - Present
Schulte Roth & Zabel LLP September 2008 - July 2013
Schulte Roth & Zabel LLP May 2007 - August 2007
Southern District of New York - Chambers of Hon. Stephen C. Robinson May 2006 - August 2006
UBS March 2002 - August 2005
Morgan Stanley March 1998 - March 2002
Skills
Hedge Funds, Estate Planning, Legal Writing, Securities, Private Equity, Portfolio Management, Bankruptcy, Securities Regulation, Investments, Restructuring, Corporate Law, Joint Ventures, Finance
Education
Benjamin N. Cardozo School of Law, Yeshiva University
Juris Doctor, Corporate Law and Litigation
University of Rochester
BA, Political Science
Garden City High School
Peter Searles's Morgan Stanley Experience February 2007 - May 2013
Job Senior Vice President Investment Officer at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors May 2013 - Present
Morgan Stanley February 2007 - May 2013
SMITH BARNEY January 1998 - February 2007
WEINGEROFF ENTERPRISES, INC. November 1990 - December 1997
Peter J. Searles, CPA 1987 - 1990
Skills
Estate Planning, Investments, Retirement Planning, Portfolio Management, Wealth Management, Wealth, Asset Management, Alternative Investments, Comprehensive Wealth..., Asset Allocation, Mutual Funds, Securities, Retirement, Wealth Management...
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1978 — 1979
MS, Taxation
Providence College 1974 — 1978
BS, Business Administration-Accounting
Palmerton H.S. 1970 — 1974
Wells Fargo Advisors May 2013 - Present
Morgan Stanley February 2007 - May 2013
SMITH BARNEY January 1998 - February 2007
WEINGEROFF ENTERPRISES, INC. November 1990 - December 1997
Peter J. Searles, CPA 1987 - 1990
Skills
Estate Planning, Investments, Retirement Planning, Portfolio Management, Wealth Management, Wealth, Asset Management, Alternative Investments, Comprehensive Wealth..., Asset Allocation, Mutual Funds, Securities, Retirement, Wealth Management...
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1978 — 1979
MS, Taxation
Providence College 1974 — 1978
BS, Business Administration-Accounting
Palmerton H.S. 1970 — 1974
Adrian Nunez's Morgan Stanley Experience 2007 - 2007
Job Manager, Business & Legal Affairs Adminstration at Sony Music Entertainment
Industry Law Practice
Experience
Sony Music Entertainment June 2014 - Present
The Davis Firm June 2012 - August 2012
Sony Music Entertainment May 2011 - May 2012
Wachovia Securities June 2008 - June 2009
Moody's Corporation June 2007 - August 2007
Morgan Stanley 2007 - 2007
Skills
Corporate Finance, Investment Banking, Financial Modeling, Valuation, Capital Markets, Mergers & Acquisitions, Fixed Income
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2010 — 2013
Doctor of Law (JD), Concentration in Intellectual Property, Entertainment & Media Law
Cornell University 2004 — 2008
B.S., Industrial and Labor Relations
Sony Music Entertainment June 2014 - Present
The Davis Firm June 2012 - August 2012
Sony Music Entertainment May 2011 - May 2012
Wachovia Securities June 2008 - June 2009
Moody's Corporation June 2007 - August 2007
Morgan Stanley 2007 - 2007
Skills
Corporate Finance, Investment Banking, Financial Modeling, Valuation, Capital Markets, Mergers & Acquisitions, Fixed Income
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2010 — 2013
Doctor of Law (JD), Concentration in Intellectual Property, Entertainment & Media Law
Cornell University 2004 — 2008
B.S., Industrial and Labor Relations
Michael Harden's Morgan Stanley Experience May 2000 - October 2008
Job Professor at Robert Morris University
Industry Higher Education
Experience
Robert Morris University - Illinois December 2007 - Present
Morgan Stanley May 2000 - October 2008
Skills
Strategic Management, Marketing, Financial Analysis, Social Media Marketing, Presentations, University Teaching, Curriculum Development, Assessment, Project Management, Team Building, Leadership, Training and Development, Mentoring, Coaching, Microsoft Office, Marketing Strategy, Investment Management, Small Business...
Education
Benedictine University 2005 — 2006
Master's, Management and Organizational Behavior
Robert Morris University - Illinois 1998 — 2000
Bachelor's, Business Administration
Robert Morris University - Illinois December 2007 - Present
Morgan Stanley May 2000 - October 2008
Skills
Strategic Management, Marketing, Financial Analysis, Social Media Marketing, Presentations, University Teaching, Curriculum Development, Assessment, Project Management, Team Building, Leadership, Training and Development, Mentoring, Coaching, Microsoft Office, Marketing Strategy, Investment Management, Small Business...
Education
Benedictine University 2005 — 2006
Master's, Management and Organizational Behavior
Robert Morris University - Illinois 1998 — 2000
Bachelor's, Business Administration
Lisa Sweberg's Morgan Stanley Experience July 2014 - Present
Job Vice President, Employee Relations Specialist at Morgan Stanley
Industry Law Practice
Experience
Morgan Stanley July 2014 - Present
RealHR Solutions LLC March 2012 - June 2014
New York Post April 2010 - August 2011
Kasowitz, Benson, Torres & Friedman LLP 2005 - April 2010
Proskauer Rose LLP 2003 - 2005
King World Productions, Inc. 1997 - 2000
Skills
Recruiting, Performance Management, Human Resources, Employment Law, Employee Relations, Employee Benefits, Organizational..., Personnel Management
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2000 — 2003
JD, Employment Law
Rutgers University-New Brunswick 1993 — 1997
BA, Psychology, French
Morgan Stanley July 2014 - Present
RealHR Solutions LLC March 2012 - June 2014
New York Post April 2010 - August 2011
Kasowitz, Benson, Torres & Friedman LLP 2005 - April 2010
Proskauer Rose LLP 2003 - 2005
King World Productions, Inc. 1997 - 2000
Skills
Recruiting, Performance Management, Human Resources, Employment Law, Employee Relations, Employee Benefits, Organizational..., Personnel Management
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2000 — 2003
JD, Employment Law
Rutgers University-New Brunswick 1993 — 1997
BA, Psychology, French
Aaron Santarosa's Morgan Stanley Experience January 2004 - July 2005
Job Vice President at Buffalo Fuel Corp.
Industry Environmental Services
Experience
Buffalo Fuel Corp. July 2005 - Present
Morgan Stanley January 2004 - July 2005
Skills
Solid Waste, Remediation, Waste To Energy, Real Estate Finance, Financial Modeling, Commodity Markets, Metals, Transportation, Investments, Waste to Energy, Real Estate Economics, Energy, Due Diligence, Environmental Awareness, Valuation, Private Equity, Renewable Energy, Business Development, Project Management, Recycling, Contract Negotiation, Customer Service
Education
University of Toronto - Rotman School of Management 2011 — 2014
Master of Business Administration (MBA)
Bentley University 2000 — 2004
Bachelor of Science, Finance
Nichols 1996 — 2000
Buffalo Fuel Corp. July 2005 - Present
Morgan Stanley January 2004 - July 2005
Skills
Solid Waste, Remediation, Waste To Energy, Real Estate Finance, Financial Modeling, Commodity Markets, Metals, Transportation, Investments, Waste to Energy, Real Estate Economics, Energy, Due Diligence, Environmental Awareness, Valuation, Private Equity, Renewable Energy, Business Development, Project Management, Recycling, Contract Negotiation, Customer Service
Education
University of Toronto - Rotman School of Management 2011 — 2014
Master of Business Administration (MBA)
Bentley University 2000 — 2004
Bachelor of Science, Finance
Nichols 1996 — 2000
Rifkind Ryan's Morgan Stanley Experience May 2008 - August 2008
Job Market Specialist at IntercontinentalExchange, Inc.
Industry Financial Services
Experience
IntercontinentalExchange, Inc. July 2011 - Present
Eze Castle Software November 2010 - February 2011
Independent Financial Consultant June 2009 - September 2010
MORGAN STANLEY May 2008 - August 2008
NOVUS INTERNATIONAL May 2007 - August 2007
WACHOVIA SECURITIES May 2006 - August 2006
Skills
Bloomberg, Analysis, Equities, Trading, Valuation, Access, Finance, Management, Portfolio Management, Electronic Trading, Project Management, Accounting, Microsoft Excel, VBA, Financial Services
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2009 — 2010
MBA, Finance
Bentley University 2005 — 2009
Bachelor of Science, Finance
IntercontinentalExchange, Inc. July 2011 - Present
Eze Castle Software November 2010 - February 2011
Independent Financial Consultant June 2009 - September 2010
MORGAN STANLEY May 2008 - August 2008
NOVUS INTERNATIONAL May 2007 - August 2007
WACHOVIA SECURITIES May 2006 - August 2006
Skills
Bloomberg, Analysis, Equities, Trading, Valuation, Access, Finance, Management, Portfolio Management, Electronic Trading, Project Management, Accounting, Microsoft Excel, VBA, Financial Services
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2009 — 2010
MBA, Finance
Bentley University 2005 — 2009
Bachelor of Science, Finance
Pasha Goudovitch's Morgan Stanley Experience July 2007 - June 2011
Job
Industry Financial Services
Experience
MIT Sloan School of Management June 2015 - Present
Bessemer Venture Partners June 2011 - January 2015
Morgan Stanley July 2007 - June 2011
HarbourVest Partners January 2007 - May 2007
Operational Risk Group June 2006 - August 2006
Skills
Financial Modeling, Private Equity, Valuation, Venture Capital, Hedge Funds
Education
Bentley University 2003 — 2007
Bachelor of Science, Finance
MIT Sloan School of Management June 2015 - Present
Bessemer Venture Partners June 2011 - January 2015
Morgan Stanley July 2007 - June 2011
HarbourVest Partners January 2007 - May 2007
Operational Risk Group June 2006 - August 2006
Skills
Financial Modeling, Private Equity, Valuation, Venture Capital, Hedge Funds
Education
Bentley University 2003 — 2007
Bachelor of Science, Finance
Karen Trimmer's Morgan Stanley Experience November 2014 - Present
Job Complex Operations Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2014 - Present
SunTrust Investment Services November 2007 - July 2014
Wachovia Securities Financial Network January 2006 - November 2007
Wachovia Securities Financial Network 2005 - 2006
Wachovia Securities Financial Network 2002 - 2005
Skills
Risk Management, Financial Services, Wealth Management, Customer Service, Management, Compliance Management, Trade Compliance, Project Management, Insurance, Life Insurance, Variable Annuities, Fixed Annuities, Indexed Annuities, FINRA, Time Management, Team Leadership, Supervision, Anti Money Laundering, Bank Secrecy Act, Internal Audit, New Account Opening, New Account Management, Onboarding, Customer Experience, Brokerage, Broker-Dealer, Microsoft Office, Series 7, Series 63, Securities, Investments, Leadership, Mutual Funds
Education
Bellevue University
Leadership
Clover Hill
Virginia Commonwealth University
Bachelor of Education (BEd), Education
Morgan Stanley November 2014 - Present
SunTrust Investment Services November 2007 - July 2014
Wachovia Securities Financial Network January 2006 - November 2007
Wachovia Securities Financial Network 2005 - 2006
Wachovia Securities Financial Network 2002 - 2005
Skills
Risk Management, Financial Services, Wealth Management, Customer Service, Management, Compliance Management, Trade Compliance, Project Management, Insurance, Life Insurance, Variable Annuities, Fixed Annuities, Indexed Annuities, FINRA, Time Management, Team Leadership, Supervision, Anti Money Laundering, Bank Secrecy Act, Internal Audit, New Account Opening, New Account Management, Onboarding, Customer Experience, Brokerage, Broker-Dealer, Microsoft Office, Series 7, Series 63, Securities, Investments, Leadership, Mutual Funds
Education
Bellevue University
Leadership
Clover Hill
Virginia Commonwealth University
Bachelor of Education (BEd), Education
James Fetters's Morgan Stanley Experience 2009 - 2013
Job
Industry Financial Services
Experience
IRTH Communications 2014 - Present
Morgan Stanley 2009 - 2013
J.P. Morgan 2004 - 2009
JPMorgan Chase 2002 - 2004
Oracle June 2001 - September 2001
Skills
Outlook, Strategic Planning, Budgets, Fixed Income, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Teaching, Public Speaking, Negotiation, Editing, Institutional Sales, Trading, Investment Banking, Rates, Capital Markets, Hedge Funds, Series 7, Series 63, Bloomberg, Securities, Bonds, Electronic Trading
Education
Belmont Abbey College
Bachelor of Arts (BA), Political Science and Government
IRTH Communications 2014 - Present
Morgan Stanley 2009 - 2013
J.P. Morgan 2004 - 2009
JPMorgan Chase 2002 - 2004
Oracle June 2001 - September 2001
Skills
Outlook, Strategic Planning, Budgets, Fixed Income, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Teaching, Public Speaking, Negotiation, Editing, Institutional Sales, Trading, Investment Banking, Rates, Capital Markets, Hedge Funds, Series 7, Series 63, Bloomberg, Securities, Bonds, Electronic Trading
Education
Belmont Abbey College
Bachelor of Arts (BA), Political Science and Government
Robert Wiacek's Morgan Stanley Experience May 1988 - March 1994
Job COO at Noble Payment Technologies LLC
Industry Financial Services
Experience
Noble Payment Technologies LLC October 2013 - Present
The Albright Group June 2012 - September 2013
LFP Solutions, LLC March 2011 - June 2012
Heartland Payment Systems September 1998 - October 2010
SPS Payment Systems April 1994 - August 1998
Morgan Stanley May 1988 - March 1994
Security Properties July 1987 - April 1988
Skills
Payment Card Processing, Debit Cards, Credit Cards, Electronic Payments, Merchant Services, Acquiring, Payment Systems, ACH, Mobile Payments, Payments, Payment Gateways, Transaction Processing, E-payments, Strategic Partnerships, Account Management, Strategy, Gift Cards, Relationship Management, Payment Industry, Loans, Process Improvement, Cards, Financial Services, Loyalty Programs, Mobile Commerce, POS, Sales, Analysis, Credit, PCI DSS
Education
Benedictine University 1983 — 1987
BA, Accounting
Montini High School 1980 — 1983
Noble Payment Technologies LLC October 2013 - Present
The Albright Group June 2012 - September 2013
LFP Solutions, LLC March 2011 - June 2012
Heartland Payment Systems September 1998 - October 2010
SPS Payment Systems April 1994 - August 1998
Morgan Stanley May 1988 - March 1994
Security Properties July 1987 - April 1988
Skills
Payment Card Processing, Debit Cards, Credit Cards, Electronic Payments, Merchant Services, Acquiring, Payment Systems, ACH, Mobile Payments, Payments, Payment Gateways, Transaction Processing, E-payments, Strategic Partnerships, Account Management, Strategy, Gift Cards, Relationship Management, Payment Industry, Loans, Process Improvement, Cards, Financial Services, Loyalty Programs, Mobile Commerce, POS, Sales, Analysis, Credit, PCI DSS
Education
Benedictine University 1983 — 1987
BA, Accounting
Montini High School 1980 — 1983
Kelsey Martin's Morgan Stanley Experience May 2012 - May 2013
Job Registered Associate at Harvest Wealth Management
Industry Financial Services
Experience
Harvest Wealth Management July 2014 - Present
New York Life Insurance Company June 2013 - July 2014
Morgan Stanley May 2012 - May 2013
Bentley University September 2010 - May 2013
Harvest Wealth Management January 2012 - May 2012
ING Financial Partners May 2011 - September 2011
Gap Inc./Old Navy May 2010 - January 2011
Tenacity Inc. July 2008 - September 2009
New Minuteman Mortgage Co. LLC February 2005 - September 2009
Skills
Accounting, Access, Economics, Research, Microsoft Excel, PowerPoint, Microsoft Office, Portfolio Management, Outlook, Microsoft Word, Financial Analysis, Social Media, Facebook, SPSS, Data Analysis, Event Planning, Argus Modeling, Bloomberg, Finance, Bloomberg Terminal, Mutual Funds, Strategic Financial..., Financial Planning
Education
Bentley University 2009 — 2013
Bachelor of Science (B.S.), Corporate Finance & Accounting
Harvest Wealth Management July 2014 - Present
New York Life Insurance Company June 2013 - July 2014
Morgan Stanley May 2012 - May 2013
Bentley University September 2010 - May 2013
Harvest Wealth Management January 2012 - May 2012
ING Financial Partners May 2011 - September 2011
Gap Inc./Old Navy May 2010 - January 2011
Tenacity Inc. July 2008 - September 2009
New Minuteman Mortgage Co. LLC February 2005 - September 2009
Skills
Accounting, Access, Economics, Research, Microsoft Excel, PowerPoint, Microsoft Office, Portfolio Management, Outlook, Microsoft Word, Financial Analysis, Social Media, Facebook, SPSS, Data Analysis, Event Planning, Argus Modeling, Bloomberg, Finance, Bloomberg Terminal, Mutual Funds, Strategic Financial..., Financial Planning
Education
Bentley University 2009 — 2013
Bachelor of Science (B.S.), Corporate Finance & Accounting
Saumya Mukherjee's Morgan Stanley Experience May 2012 - April 2014
Job Vice President at Bank of America
Industry Information Technology and Services
Experience
Bank of America May 2014 - Present
Morgan Stanley May 2012 - April 2014
Goldman Sachs 2000 - 2011
Fidelity Investments November 2007 - April 2008
Skills
Data Warehouse..., Business Intelligence, Analytics, Big Data, DB2 UDB, Sybase ASE, Oracle, SQL Server, Teradata, Sybase IQ, ParAccel, Informatica, Business Objects, Crystal Reports, Visual Basic, C++, Unix Shell Scripting, ASP, PowerBuilder, Data Modeling, Data Management, Data Stewardship, High Availability, VLDB, Performance Engineering, Performance Tuning, Data Profiling, Sybase, DB2, PL/SQL, ETL, SDLC, Data Warehousing, Microsoft SQL Server, SOA, Requirements Analysis, Solution Architecture, Master Data Management, Application Architecture, Database Design, Software Project...
Education
Indian Institute of Technology, Kanpur 1998 — 2000
Master of Technology (M.Tech.)
Bengal Engineering and Science University, Shibpur 1994 — 1998
Bachelor of Engineering (B.E.)
Vivekananda Institution 1986 — 1994
Bank of America May 2014 - Present
Morgan Stanley May 2012 - April 2014
Goldman Sachs 2000 - 2011
Fidelity Investments November 2007 - April 2008
Skills
Data Warehouse..., Business Intelligence, Analytics, Big Data, DB2 UDB, Sybase ASE, Oracle, SQL Server, Teradata, Sybase IQ, ParAccel, Informatica, Business Objects, Crystal Reports, Visual Basic, C++, Unix Shell Scripting, ASP, PowerBuilder, Data Modeling, Data Management, Data Stewardship, High Availability, VLDB, Performance Engineering, Performance Tuning, Data Profiling, Sybase, DB2, PL/SQL, ETL, SDLC, Data Warehousing, Microsoft SQL Server, SOA, Requirements Analysis, Solution Architecture, Master Data Management, Application Architecture, Database Design, Software Project...
Education
Indian Institute of Technology, Kanpur 1998 — 2000
Master of Technology (M.Tech.)
Bengal Engineering and Science University, Shibpur 1994 — 1998
Bachelor of Engineering (B.E.)
Vivekananda Institution 1986 — 1994
Adam Davidson's Morgan Stanley Experience August 1996 - August 2011
Job Bridgewater Associates
Industry Financial Services
Experience
Bridgewater Associates August 2011 - Present
Morgan Stanley August 1996 - August 2011
BMG Columbia House 1994 - 1996
Education
University of Pennsylvania 1992 — 1994
M.A., Economics
Bentley University 1988 — 1992
B.S., Economics-Finance
Oceanside High School
Bridgewater Associates August 2011 - Present
Morgan Stanley August 1996 - August 2011
BMG Columbia House 1994 - 1996
Education
University of Pennsylvania 1992 — 1994
M.A., Economics
Bentley University 1988 — 1992
B.S., Economics-Finance
Oceanside High School
Heather (Asta) Ryan's Morgan Stanley Experience January 2000 - March 2003
Job Financial Services at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs Vice PresidentCountrywide SecuritiesMarch 2003 - August 2008
Morgan Stanley January 2000 - March 2003
Skills
Fixed Income, Capital Markets, Series 7, Series 63, Investments
Education
Benedictine University
BBA, Finance
John Hersey High School
Goldman Sachs Vice PresidentCountrywide SecuritiesMarch 2003 - August 2008
Morgan Stanley January 2000 - March 2003
Skills
Fixed Income, Capital Markets, Series 7, Series 63, Investments
Education
Benedictine University
BBA, Finance
John Hersey High School
Anna Bitton's Morgan Stanley Experience May 2008 - June 2011
Job Associate at Summit Rock Advisors
Industry Investment Management
Experience
Summit Rock Advisors September 2012 - Present
Riverstone Holdings LLC June 2011 - September 2012
Morgan Stanley May 2008 - June 2011
Education
Bentley University
B.S., Finance
Summit Rock Advisors September 2012 - Present
Riverstone Holdings LLC June 2011 - September 2012
Morgan Stanley May 2008 - June 2011
Education
Bentley University
B.S., Finance
Aman Talwar's Morgan Stanley Experience January 2011 - May 2011
Job Investment Banking Associate
Industry Investment Banking
Experience
BMO Capital Markets February 2015 - Present
Sanabe & Associates (subsequently merged with TM Capital) May 2011 - February 2015
Morgan Stanley January 2011 - May 2011
Morgan Stanley June 2009 - December 2010
Skills
Merchant Banking, Investment Banking, Private Equity, Fixed Income, Capital IQ, Capital Markets, Leveraged Finance, Equity Research, Real Estate, Equities, Financial Modeling, LBO, Valuation, Due Diligence, Financial Analysis, Alternative Energy, Restructuring, Corporate Finance, DCF, Turnaround Experience, Bloomberg
Education
Bentley University 2005 — 2009
BS, Corporate Finance and Accounting
Royal Holloway, University of London 2007 — 2007
Study abroad program with a focus in macroeconomics and foreign relations
BMO Capital Markets February 2015 - Present
Sanabe & Associates (subsequently merged with TM Capital) May 2011 - February 2015
Morgan Stanley January 2011 - May 2011
Morgan Stanley June 2009 - December 2010
Skills
Merchant Banking, Investment Banking, Private Equity, Fixed Income, Capital IQ, Capital Markets, Leveraged Finance, Equity Research, Real Estate, Equities, Financial Modeling, LBO, Valuation, Due Diligence, Financial Analysis, Alternative Energy, Restructuring, Corporate Finance, DCF, Turnaround Experience, Bloomberg
Education
Bentley University 2005 — 2009
BS, Corporate Finance and Accounting
Royal Holloway, University of London 2007 — 2007
Study abroad program with a focus in macroeconomics and foreign relations
Michael Lamping's Morgan Stanley Experience April 2012 - September 2012
Job Investment Analyst at HavenBrook Homes
Industry Real Estate
Experience
HavenBrook Homes October 2013 - Present
Morgan Stanley April 2012 - September 2012
UBS January 2012 - April 2012
Skills
Bloomberg Terminal, Investments, Equities, Mutual Funds, Bloomberg, Asset Allocation, Trading, Bonds, Options, Analysis, Financial Advisory, Entrepreneurship, Financial Modeling, Financial Analysis, Corporate Finance, Economics, Due Diligence, Finance, Microsoft Excel, Data Analysis, Access
Education
University of Tennessee-Knoxville
Bachelor's degree, Finance
Belmont University 2011 — 2012
Finance & Entrepreneurship
HavenBrook Homes October 2013 - Present
Morgan Stanley April 2012 - September 2012
UBS January 2012 - April 2012
Skills
Bloomberg Terminal, Investments, Equities, Mutual Funds, Bloomberg, Asset Allocation, Trading, Bonds, Options, Analysis, Financial Advisory, Entrepreneurship, Financial Modeling, Financial Analysis, Corporate Finance, Economics, Due Diligence, Finance, Microsoft Excel, Data Analysis, Access
Education
University of Tennessee-Knoxville
Bachelor's degree, Finance
Belmont University 2011 — 2012
Finance & Entrepreneurship
Issam Al-Mamlouk's Morgan Stanley Experience December 2013 - December 2014
Job Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan February 2015 - Present
Morgan Stanley December 2013 - December 2014
The Abraaj Group June 2012 - August 2012
Education
Northeastern University
Master of Science (MS), Finance
Bentley University
Bachelor of Science (BS), Managerial Economics - Quantitative Analysis
J.P. Morgan February 2015 - Present
Morgan Stanley December 2013 - December 2014
The Abraaj Group June 2012 - August 2012
Education
Northeastern University
Master of Science (MS), Finance
Bentley University
Bachelor of Science (BS), Managerial Economics - Quantitative Analysis
Benjamin Poirier's Morgan Stanley Experience 2014 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2014 - Present
Merrill Lynch Private Bank and Investment Group September 2013 - August 2014
J.P. Morgan December 2010 - September 2013
Education
Bentley University 2006 — 2010
BA, Finance
Morgan Stanley 2014 - Present
Merrill Lynch Private Bank and Investment Group September 2013 - August 2014
J.P. Morgan December 2010 - September 2013
Education
Bentley University 2006 — 2010
BA, Finance
Scott Kutlick's Morgan Stanley Experience June 2009 - March 2014
Job Analyst at Noble Americas Gas & Power Corp
Industry Oil & Energy
Experience
Noble Group May 2015 - Present
The Blackstone Group March 2014 - May 2015
Morgan Stanley June 2009 - March 2014
Morgan Stanley June 2008 - August 2008
Skills
Bloomberg, Valuation, Equities, Fixed Income, Capital Markets, Derivatives, CVA, Credit Risk, Commodity Markets, Risk Management, Funding, Due Diligence, Trading Systems, Commodity Risk..., DVA, Financial Modeling, Investments, Microsoft Excel, VBA, Microsoft Access, SQL, Hedging
Education
Bentley University 2008 — 2009
Master of Science (M.S.), Finance
Bentley University 2004 — 2008
Bachelor of Science (B.S.), Corporate Finance and Accounting
London School of Economics and Political Science 2006 — 2006
Finance
Noble Group May 2015 - Present
The Blackstone Group March 2014 - May 2015
Morgan Stanley June 2009 - March 2014
Morgan Stanley June 2008 - August 2008
Skills
Bloomberg, Valuation, Equities, Fixed Income, Capital Markets, Derivatives, CVA, Credit Risk, Commodity Markets, Risk Management, Funding, Due Diligence, Trading Systems, Commodity Risk..., DVA, Financial Modeling, Investments, Microsoft Excel, VBA, Microsoft Access, SQL, Hedging
Education
Bentley University 2008 — 2009
Master of Science (M.S.), Finance
Bentley University 2004 — 2008
Bachelor of Science (B.S.), Corporate Finance and Accounting
London School of Economics and Political Science 2006 — 2006
Finance
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS