Morgan Stanley
Industry: Investment banking company
DescriptionMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. Headquarters: New York City, New York, United States CEO: James P. Gorman (Jan 1, 2010–) Revenue: 37.94 billion USD (2017) Subsidiaries: Discover Financial Services, Did you know: Morgan Stanley is the sixth-largest bank in the US by total assets ($875 B). wikipedia.org
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Morgan Stanley Employees
Comerica Securities January 2011 - Present
America's 401k 2007 - January 2011
Wells Fargo May 2006 - May 2007
Mesch and McBride 2004 - 2006
Morgan Stanley 1998 - 2004
Skills
ERISA, Defined Benefit, 401k, Asset Allocation, Deferred Compensation, Employee Benefits, Investments, Qualified Retirement..., Retirement Planning, Profit Sharing, Pensions, Retirement, Pension Administration, Management, Retirement Plan..., Fiduciary, 403 b, Investment Management, FINRA
Education
Texas Christian University - M.J. Neeley School of Business 2004 — 2006
MBA
Southwestern University 1991 — 1995
BA, Mathematics, Spanish
St. John's School 1979 — 1991
T. Rowe Price May 2015 - August 2015
Google July 2015 - July 2015
Morgan Stanley April 2015 - April 2015
Council of the District of Columbia June 2010 - August 2010
Skills
Leadership, Microsoft Word, Public Speaking, Microsoft Office, Team Leadership, Research, Social Media, Investments, Fundraising, Editing, Google Docs, Project Planning, Equity Research, Analytic Problem Solving, Collaborative Problem..., Student Leadership
Education
Spelman College 2014 — 2018
Chemistry, Chemistry, 3.9
Phillips Exeter Academy 2010 — 2014
St. John's College June 2014 - Present
Morgan Stanley June 2013 - August 2013
New Jersey Builders Association 2009 - 2009
Skills
Creative Writing, Editing, Research, Music Theory, Philosophy, Theology, Critical Thinking, Composition, Microsoft Word, Fundraising, Higher Education, Public Speaking, Teaching, Event Planning, Social Media
Education
St. John's College 2010 — 2014
Seton Hall Preparatory School 2006 — 2010
Wells Fargo Advisors, LLC 2010 - Present
Morgan Stanley Smith Barney December 2009 - July 2010
Morgan Stanley 2007 - 2009
Morgan Stanley 2006 - 2007
Morgan Stanley 2002 - 2006
Morgan Stanley 2000 - 2002
Education
St. Francis University 1981 — 1985
BS, Business Management
HSBC 2012 - October 2013
Barclays Capital May 2011 - October 2011
Morgan Stanley March 2010 - March 2011
Goldman Sachs October 2009 - March 2010
Commonwealth Bank of Australia February 2009 - October 2009
Credit Suisse August 2008 - October 2008
HSBC February 2007 - August 2008
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Strategic Financial..., Accounting, Financial Statement..., Management Accounting, Banking, Corporate Finance, Financial Accounting, Cash Management, Equities, Finance, Budgets, Microsoft Excel, Forecasting, Financial Planning
Education
St. Francis Xavier University 2001 — 2005
BBA, Accounting
Morgan Stanley April 2014 - Present
Westminster Financial June 2011 - April 2014
Education
Saint John Fisher College 2006 — 2010
Bachelor of Science (B.S.), Corporate Finance and Marketing
Wyndham Hotel Group July 2004 - Present
Atari 2001 - 2004
Morgan Stanley 2000 - 2001
PolyGram 1997 - 2000
Citibank 1987 - 1994
Skills
Office Management, Outlook, Event Planning, Process Scheduler, Customer Service, Telephone Skills, Event Management, Budgets, Data Entry, ADP Payroll, Coordination, System Administration, Hospitality, Human Resources, Team Building, Hotels, Employee Relations, Social Media, Purchasing, Leadership, Recruiting, Social Networking, Marketing, Administrative..., Meeting Planning, Training, Sales, Time Management, Employee Benefits, Customer Satisfaction, Front Office, Travel Planning, Hospitality Management, Hospitality Industry, Concierge Services, Hiring, Payroll, Micros, Pre-opening, Office Administration, Spreadsheets, Management, Food & Beverage, Online Travel, Tourism, Hotel Booking, Trade Shows, Access, Expense Reports, Resorts
Education
St. John's University 1978 — 1982
B.S., Legal Assistant
Citco Fund Services February 2004 - Present
Morgan Stanley June 2001 - February 2004
Skills
Business Analysis, Hedge Funds, Management, Program Management, Project Management, Relationship Management, Financial Services, Equities, New Business Development, PMP, Business Intelligence, Strategy, CRM, Finance, Value Creation, Risk Management, Leadership, WBS, PMO, Project Governance, General Management, Management of Virtual/..., Data Management, Value Delivery, Project Delivery, Operational Efficiency, Quality Assurance, Software Project..., Software Product..., Systems Engineering, Change Management, Communicaitons, Fund Administration, Technology Integration, Data Integration, Alternative Investments
Education
St. Francis College 1997 — 2001
Bachelor's degree, Management
St. Francis Prep 1993 — 1997
Balyasny Asset Management L.P. April 2015 - Present
Bridgewater Associates May 2012 - April 2015
UBS Investment Bank April 2010 - May 2012
Bloomberg March 2009 - April 2010
Alexander Mann Solutions on site at Macquarie Holdings:previously at Credit Suisse October 2006 - March 2009
Morgan Stanley October 2005 - October 2006
InfoTech Solutions August 1998 - October 2005
Skills
Technical Recruiting, FX, Equities, Fixed Income, Derivatives, Salary Negotiation, Employee Relations, Employment Contracts, Front Office, Onboarding, Commodities, Talent Acquisition, Strategic Sourcing, Market Mapping, Diversity Recruitment, Agency Negotiations, Executive Search, Executive Compensation, Vendor Management, Succession Planning, New Hire Orientation, Staff Training, Full-cycle Recruiting, Strategic Planning, Background Checks, Salary Benchmarking, Competitive Intelligence, Direct Recruiting, Training & Development, Direct Sourcing, Sales Recruitment, Social Networking, Deferred Compensation, Contract Negotiations, Offer Letters, Non-compete Agreements, Staff Management, Cross-functional Team..., Policy/Procedure..., Vendor Relations, Recruiting, Sourcing, Benefits Negotiation, Negotiation, SDLC, Investment Banking, New Hire Orientations, FX Options, Talent Management, Human Resources
Education
Springfield College
Trinity-Pawling School
Morgan Stanley June 2015 - Present
Genesee Valley Trust Company September 2013 - November 2014
Canandaigua National Bank & Trust November 2011 - September 2013
Compass Financial Group Inc August 2009 - October 2011
Lucian Development May 2007 - August 2009
JPMorgan Chase March 1985 - June 2004
Skills
Strategic Financial..., Wealth Management, Sales, Team Building, Banking, Leadership, Performance Management, Financial Planning, Sales Management, Training, Management, Finance, Vendor Management, Process Improvement, Organizational..., Strategic Planning, Project Management, Microsoft Office, Risk Management
Education
Saint John Fisher College 1999 — 2001
BS, Communications
Nazareth Academy
Morgan Stanley March 2014 - Present
Morgan Stanley Smith Barney July 2010 - October 2012
Smith Barney / Shearson Lehman Brothers March 1991 - February 2010
Smith Barney / Shearson Lehman Brothers April 1985 - March 1991
Skills
Professional Licenses:, Series 7 - NYSE / NASD..., Series 63 - Uniform..., Series 8 - General SEC..., Series 3 - Commodities, Series 65 - Investment..., Oregon Insurance...
Education
Southwestern Oregon Community College
Associates of Science, Business Management, Accounting
WaterStone May 2013 - Present
Ordained to the Ministry (July 2014) 2010 - Present
Advocace Media July 2012 - April 2013
1st Global May 2003 - January 2009
Morgan Stanley Investment Management April 1995 - July 2002
Morgan Stanley January 1990 - July 1999
Samuel J. Tilden High School May 1985 - January 1990
Skills
Public Relations, Social Media Marketing, Marketing Strategy, Fundraising, Marketing, Strategic Planning, Leadership, Business Development, Nonprofits, Public Speaking, Expository Preaching, Bible teaching, Creative Writing, Speech Writing, Systematic Theology, Christian Ethics, Christian Apologetics, Executive Coaching, Charitable Gift Planning, Social Media, Sales, Advertising, Strategic Communications, Corporate Communications, Management, Training, Strategy
Education
Southwestern Baptist Theological Seminary
Doctor of Ministry, Theology, Biblical Stewardship
Southwestern Baptist Theological Seminary 2010 — 2012
Master of Divinity (M.Div.), Steward Leadership, Biblical Languages
Morgan Stanley Management Program 1996 — 1997
Executive Leadership
University of Virginia 1979 — 1981
Master of Arts Program, Foreign Affairs
University of Rochester 1975 — 1979
B.A. magna cum laude, History; Russian studies
Poly Prep C.D.S. 1969 — 1975
Diploma, Latin
UBS November 2008 - Present
Morgan Stanley August 2000 - November 2008
Education
St. John's University
Bachelor of Science (B.S.), Finance
Ocwen Financial Corporation January 2014 - Present
Ocwen Financial Corporation April 2000 - Present
Morgan Stanley June 1998 - April 2000
Skills
Loan Servicing, Mortgage Servicing, Loss Mitigation, Process Improvement, Mortgage Lending, Pivot Tables, Default, Loans, Home Equity Lines of..., Finance, Relationship Management, Credit, Portfolio Management, Underwriting, Mortgage Banking, Credit Analysis, Banking, REO, Credit Risk, Mortgage Underwriting, Loan Modifications
Education
St. John Fisher College 1994 — 1998
Bachelor's degree, Business Administration and Management, General
St John Fisher 1993 — 1997
Bachelor's degree, Finance, General
Atlantic Health July 2014 - Present
Holy Name Medical Center June 2014 - Present
Newedge April 2012 - April 2013
Sierra Vista Advisors LP January 2011 - June 2012
Mount Kellett Capital Management May 2008 - May 2011
Morgan Stanley 2004 - 2008
Paloma Partners 2001 - 2004
PricewaterhouseCoopers 1997 - 2001
Lehman Brothers 1987 - 1997
Coopers & Lybrand 1978 - 1987
Skills
Alternative Investments, Hedge Funds, Fixed Income, Equities, Investments, Asset Management, Bonds, Capital Markets, Derivatives, Financial Risk, Management, Mutual Funds, Risk Management
Education
St. John's University
Morgan Stanley July 2008 - Present
Citi February 2008 - June 2008
Oppenheimer & Co. Inc. November 2003 - February 2008
Joseph Stevens & Company September 1996 - January 2001
Skills
Hedge Funds, Alternative Investments, Asset Management, Private Equity, Finance, Mutual Funds, Asset Allocation, Microsoft Excel, Wealth Management, Securities
Education
St. John's University 1998 — 2002
Bachelor of Science (BS), Finance, General
Xaverian High School 1994 — 1998
Konica Minolta Business Solutions U.S.A., Inc. January 2015 - Present
Dex Media, Inc. September 2010 - July 2014
Paychex April 2008 - May 2009
SuperMedia LLC January 2003 - April 2008
Morgan Stanley April 2001 - May 2002
Skills
B2B, CRM, Account Management, Strategy, Business Development, Direct Sales, Managed Print Services, IT Management, Document Management, Printers, Document Imaging, Hardware, Business Intelligence, Software Industry, Negotiation, Advertising, Online Advertising
Education
St. Francis College 1999 — 2001
Bachelor of Applied Science (B.A.Sc.), Business, Management, Marketing, and Related Support Services
Talent Masters Staffing LLC. January 2014 - Present
Middendorf Concessions 2002 - Present
Strategic Financial, Inc January 2003 - Present
Middendorf Concessions 2002 - Present
Morgan Stanley February 1998 - November 2002
Skills
Retirement Plan..., Investments, Asset Managment, Financial Advisory, Qualified Retirement..., Financial Markets, Investment Advisor..., Leadership, Fixed Income Portfolio..., Finance, Business, Estate Planning, Retirement Planning, Office Management, Business Transition...
Education
St. Cloud State University 1992 — 1997
Bachelor's degree, Finance
US Army Ft. Lee VA. 1987 — 1992
Quartermaster, Logistics, Staff Sergeant
Melrose High School 1983 — 1987
High School Diploma, Generals
MetLife Insurance Co August 2009 - Present
Financial Security Assurance September 2008 - August 2009
Morgan Stanley July 2006 - September 2008
Skills
Insurance, Risk Management, Financial Analysis, Microsoft Excel, Financial Modeling, Microsoft Office, Financial Statements, Hyperion Planning, Hyperion HFM, US GAAP, STAT, Budget Models, Budget Forecasts, Trial Balance, SEC, SOX 404, Sarbanes-Oxley, SOX 303, SOX 302
Education
St. Francis College 2002 — 2006
Bachelor of Science (B.S.), Accounting and Business/Management, 3.2
Morgan Stanley July 2000 - Present
Skills
Loan Origination, Capital Markets, Commercial Real Estate, Structured Finance, Client Coverage
Education
Spelman College 1996 — 2000
Economics
JPMorgan December 2007 - May 2013
BNY Mellon April 2002 - December 2007
Morgan Stanley May 1999 - February 2002
Morgan Stanley July 1996 - April 1999
Skills
Client Service, Mutual Funds, Cash Management, Customer Relations, Account Management, ERISA, Financial Services, Customer Service, Analysis, Fixed Income, Securities, Credit, FX Options, Strategic Financial..., Financial Risk, Middle Office, Equities, Hedge Funds, Back Office, Bloomberg, Investment Banking, Global Custody, Corporate Actions, Fund Administration, Financial Markets, Asset Management, Relationship Management, Treasury Management, Bonds, Settlement, Financial Analysis, 401k, Investments, Business Analysis, Management, Alternative Investments, Banking, Fund Accounting, CRM, Wealth Management, Pensions, Asset Allocation, Securities Lending, Trading, Foreign Exchange
Education
Wagner College 2008 — 2009
MBA, Executive MBA program
St. Francis College 2001 — 2002
Bachelor's degree, Special Studies
Morgan Stanley June 2013 - August 2013
NYSE Euronext March 2013 - May 2013
SAP Labs April 2009 - August 2010
Xalted Information Systems Pvt. Ltd. November 2008 - January 2009
SM Electronic Technologies Pvt. Ltd December 2007 - May 2008
Skills
Business Analysis, Data Analysis, Requirements Analysis, Use Case Analysis, Business Intelligence, PL/SQL, Process Optimization, Oracle, FATCA, R, SQL, Solver, Wealth Management, C++, Excel, Python, SAS E-Miner, Data Mining, Big Data, Machine Learning, SDLC, Visio, SAS, Testing, Weka, ITIL, Statistical Data..., Predictive Analytics, Natural Language..., Data Governance, Data Quality, Agile Methodologies, Databases, Software Project..., Java
Education
Stevens Institute of Technology 2012 — 2013
Masters, Business Intelligence & Analytics
Visvesvaraya Technological University 2004 — 2008
BE, Telecommunications
Sri Bhagawan Mahaveer Jain College 2002 — 2004
PUC, Physics, Chemistry, Mathematics, Electronics
Baldwin Girls High School 1990 — 2002
RoaN Productions September 2006 - Present
Morgan Stanley October 2001 - Present
RoaN Productions December 1999 - Present
Skills
Research, Improvisation, Event Planning, Theatre, Training, Film, Producing, Directing, Microsoft Office, Acting, Drama, Entertainment, Voice Over, Stage Management, Performing Arts, Musical Theatre, Stage, Social Media, Comedy
Education
Southern Utah University 1994 — 1997
BA, Performing Arts, French
Oxford School of Drama
summer certificate, classical & contemporary acting
Morgan Stanley June 2006 - Present
Piper Jaffray April 2002 - May 2006
Education
University of Washington 1996 — 1998
BA, Communications
St. John's College (NM) 1990 — 1992
Self employed September 2008 - Present
BMO Capital Markets July 2003 - September 2008
Gerard Klauer Mattison, Inc October 2000 - July 2003
JPMorgan Chase October 1998 - October 2000
Morgan Stanley January 1998 - October 1998
CHASE MANHATTAN BANK August 1995 - January 1998
Skills
Equity Valuation, Equities, Financial Modeling, Equity Research, Stocks, Financial Analysis, Securities, Investments, Valuation, Bloomberg, Stock Picking, Industry Analysis, Forecasting, Capital Markets, Corporate Finance, Asset Management, Customer Relations, Banking, Business Strategy, Mergers, Financial Reporting, Business Valuation, Strategic Planning, Factset, DCF, Competitive Analysis, Trading, Investment Banking, Mergers
Education
St. John Fisher College 1991 — 1993
BS, Finance
Morgan Stanley April 2011 - Present
Credit Suisse April 2002 - May 2011
SIAC 2000 - 2002
JP Morgan 1998 - 2000
Chase July 1995 - August 1998
Skills
Management, PMO, Leadership, Electronic Trading, Derivatives, Business Analysis, Trading Systems, Investment Banking, Fixed Income, Capital Markets, Equities, SDLC, Operational Risk, IT Strategy, Equity Derivatives, Hedge Funds, Prime Brokerage, Market Data, Risk Management, Vendor Management, Time Management, Program Management, Portfolio Management, Project Portfolio..., Credit Derivatives, Financial Services, FX Options
Education
St. Francis College 1995 — 1998
Bachelor of Science, Business Management
Goldman Sachs August 2015 - Present
Morgan Stanley June 2014 - August 2015
Morgan Stanley October 2013 - May 2014
Morgan Stanley June 2013 - August 2013
Sirius XM Radio Inc. January 2013 - May 2013
St. John's University Investment Fund January 2013 - May 2013
Education
Saint John's University - Peter J. Tobin College of Business 2010 — 2014
Bachelor's Degree
Morgan Stanley September 2007 - February 2009
Morgan Stanley May 2003 - August 2007
Morgan Stanley July 2001 - May 2003
Morgan Stanley June 2000 - July 2001
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Outlook, Public Speaking, Data Entry, Budgets, Access, Teamwork, Accounting, Risk Management, Equities, Management, Derivatives, Securities, Financial Services
Education
St. Francis College 1995 — 2000
Bachelor's of Science
Citi February 2014 - Present
Morgan Stanley January 2013 - July 2013
Barclays March 2012 - January 2013
BNY Mellon April 2011 - October 2011
Citigroup Global Markets Inc. January 2011 - May 2011
FINRA April 2008 - November 2008
MF Global May 2007 - January 2008
Man Financial April 2003 - May 2007
Refco Capital LLC March 2002 - April 2004
NYMEX May 2001 - January 2002
Skills
FX Options, Settlement, Capital Markets, Portfolio Management
Education
St. Francis College 1995 — 2000
B.S, Business Management
Morgan Stanley July 2013 - Present
Dow Jones March 2009 - June 2013
GalaxE Solutions April 2007 - March 2009
Motive - An Alcatel-Lucent Company May 2005 - January 2007
Skills
Java, JavaScript, J2EE, Databases Oracle, SQL..., C,C++,Perl,PHP, EGL, XML,XSLT,Free marker, AJAX, JavaScript, XSLT, Java, Oracle, Java Enterprise Edition, JUnit, Servlets, MySQL, Web Applications, Spring, Websphere, SOA, jQuery, Tomcat, Web Services, REST, Subversion, JSP, JSON, Struts, MongoDB, Node.js, Angular JS, Require JS, Backbone.js, Underscore, SQL, Perl, Linux, PHP, Databases
Education
Sri Venkateswara University 1995 — 1999
BS, Computer Science and Engineering
Deloitte 2013 - Present
Morgan Stanley 2005 - 2013
Bear Stearns 1997 - 2005
Speer, Leeds & Kellogg 1996 - 1997
Smith Barney 1995 - 1996
Bear Stearns 1992 - 1995
Skills
FINRA Series 27, Regulatory Reporting, Basel I, Basel II, Basel III, 15c3-1, 15c3-3, FINRA, Regulatory Capital, Banking, Market Risk, Equities, Operational Risk, Financial Regulation, Fixed Income, Capital Markets, Finance, Credit Derivatives, Structured Products, Hedge Funds, Investment Banking, Prime Brokerage, Enterprise Risk..., Governance, Securitization, Financial Analysis, Risk Management
Education
St. Francis College
Bachelor of Science, Double Major - Accounting and Business Management specializing in Finance
Xavier High School
Arbella Insurance Group September 2010 - Present
Arbella Insurance September 2010 - Present
Zurich North America November 2009 - September 2010
Norfield Associates September 2009 - November 2009
The Hartford Insurance January 2008 - February 2009
Nationwide Insurance May 2006 - January 2008
Nationwide Insurance February 2005 - May 2006
BrickRoad Productions April 2004 - February 2005
Cambridge Credit Counseling June 2003 - April 2004
Morgan Stanley June 2001 - November 2001
Skills
Property & Casualty..., Claim, Insurance, Claims Management, Casualty, Liability, General Insurance, Property Damage, Claim Investigation, Fraud, Investigation, Personal Injury, Arbitration
Education
Westfield State College 2000 — 2005
Bachelor of Science Degree, Business ManagementBusiness Marketing
Springfield Technical Community College 1997 — 2000
NYC Department of Education January 2013 - Present
Self-Employed January 2012 - Present
NYC Department of Education September 2012 - June 2013
Fund for Public Health in New York October 2010 - March 2012
Natural Gourmet Institute for Food & Health October 2008 - October 2010
Get Fresh Cafe & Market November 2007 - October 2008
Heirloom Restaurant November 2005 - April 2006
Per Se Restaurant August 2005 - November 2005
Morgan Stanley June 1996 - March 2004
Skills
Food, Culinary Skills, Nutrition, Menu Development, Training, Editing, Public Speaking, Research, Microsoft Office, Teaching, Social Media, Instructional Design, Event Planning, Strategic Planning, Time Management, Project Management, Team Building
Education
Natural Gourmet Institute for Health and Culinary Arts 2005 — 2005
Certificate, Chef Training Program
College of St. Catherine 1985 — 1989
B.A., English
Arthur Murray Dance Studio August 2012 - Present
Chase Investment Services Corp. February 2008 - November 2011
Merrill Lynch October 2006 - January 2008
Morgan Stanley June 2006 - November 2006
Arthur Murray Dance International July 2001 - June 2006
Skills
Financial Planning, Investments, Wealth Management, Estate Planning, Retirement, Series 7, Insurance, Financial Analysis, Retirement Planning, Customer Relations, Asset Management, Risk Management, Portfolio Management, Strategic Planning, Asset Allocation, New Business Development, Annuities, Negotiation, Sales Management, Customer Service, Ballroom Dance, Latin Dance, Dance Education, Sales, Small Business, Finance, Analysis, Management, Mutual Funds, Banking, Securities, Strategic Financial..., Fixed Annuities
Education
Saint John Fisher College 2006 — 2007
Marketing/Marketing Management, General
State University of New York College at Cortland 1996 — 2001
B.A., Political Science, Secondary Education Social Studies
webster schroeder high school 1992 — 1996
Regents Diploma, Math and Science
Gray Capital Solutions April 2010 - Present
MayfieldGentry Realty Advisors, LLC August 2009 - April 2010
Portfolio Property Management Global, LLC August 2009 - April 2010
Abyssinian Development Corporation March 2009 - August 2009
Morgan Stanley July 2005 - March 2009
Skills
Property Management, Investments, Real Estate, Private Equity, Financial Modeling, Marketing, Investment Properties, Asset Managment, Asset Management, Business Development, Portfolio Management, Mutual Funds, Due Diligence, Venture Capital, Investor Relations, Management Consulting, Management, Social Media, Public Speaking, Strategic Planning, Leadership, Social Media Marketing, Microsoft Office
Education
Spelman College
Bachelor of Arts (B.A.), Mathematics
Mercy High School
Bates Academy
Nokia November 2010 - Present
CME Group April 2010 - November 2010
Morgan Stanley June 2009 - April 2010
Lincoln Financial Group February 2007 - June 2009
TSYS September 2006 - February 2007
Skills
Test Execution, SilkTest, Test Management, Quality Center, QTP, Software Quality..., LoadRunner, Quality Assurance, WinRunner, SDLC, Performance Testing, Test Automation, User Acceptance Testing, Testing, Visual Basic, Manual Testing, Java, Visual Studio, ClearCase, VSS, Web Testing, VBScript, Automation, Test Strategy
Education
Saint Cloud State University - G.R. Herberger College of Business 2001 — 2005
BCIS, Business Computer Information Systems
Romp For Research September 2005 - Present
Morgan Stanley April 2015 - Present
Freedom Mortgage Commercial Real Estate May 2014 - March 2015
Independent Contractor November 2013 - April 2014
National Australia Bank February 2010 - October 2013
Situs 2007 - 2008
Dexia Credit Local 2006 - 2007
Morgan Stanley 2005 - 2006
GMAC Commercial Mortgage 1998 - 2005
Lehman Brothers 1996 - 1998
Skills
Structured Finance, Banking, Credit Risk, Asset Management, Portfolio Management, Bonds, Underwriting, Commercial Mortgages, Finance, Investments, Capital Markets, Financial Structuring, Private Equity, Derivatives, Loans, Valuation
Education
St. Francis College
Bachelor of Science (B.S.), Business Administration and Management, General
Brooklyn Tech
Electrical and Electronics Engineering
Leftovercash, Inc. January 2014 - Present
314 West 115th Street, LLC 2006 - Present
earlSpeak, LLC October 2000 - Present
Morgan Stanley September 1998 - July 2000
Blakes October 1997 - March 1998
British Columbia Superior Courts September 1996 - June 1997
Deloitte September 1991 - August 1993
Skills
Coaching, Project Planning, Strategic Planning, Start-ups, Entrepreneurship, Retail, Hardware Installation, Business Strategy, Computer Hardware, Invention, Real Estate, Business Development, Marketing Strategy
Education
The University of British Columbia 1993 — 1996
LLB, Law
University of Pennsylvania 1987 — 1991
BScEc, BA, Economics, Political Science
University of Pennsylvania - The Wharton School 1987 — 1991
BScEc, Accounting + Political Science
St. George's College
Morgan Stanley December 2013 - Present
RBS 2010 - December 2013
Royal Bank of Scotland October 2009 - December 2010
PwC November 2005 - October 2009
NYCERS May 2000 - November 2005
Education
St. John's University, The Peter J. Tobin College of Business 2004 — 2005
MBA, Finance
St. Francis College 1999 — 2003
BS, Management / Finance
Lincoln Financial Group 2012 - Present
CSS Staffing 2008 - 2010
Physicians Mutual February 2005 - January 2008
AT&T October 2000 - February 2005
West Corporation July 1996 - July 2000
University of Nebraska at Omaha October 1993 - July 1996
HSBC December 1988 - January 1993
Morgan Stanley 1993 - 1993
Skills
CRM, Management, Business Analysis, Business Development, Account Management, Vendor Management, Strategic Planning, Insurance, Team Building, Telecommunications, Program Management, Process Improvement, Sales, Networking, Business Intelligence, Cross-functional Team..., Call Centers, Change Management, Strategy, Leadership, SDLC, Analytics, Team Leadership, Project Management, Integration
Education
St. Francis College
BA, English
Bank of America December 2009 - June 2015
Coalesce Inc. February 2009 - December 2009
Morgan Stanley March 2006 - February 2009
Smith Barney June 2005 - March 2006
The Ritz-Carlton March 2004 - June 2005
Skills
Full Life-Cycle..., Resume Writing, Direct Sourcing, Global Data/Reporting, College Recruiting, Lateral Recruiting, Client Relationship..., SharePoint, Taleo, PeopleSoft, Peopleclick, Recruiting, Program Management, Sourcing, CRM
Education
Saint John's University - Peter J. Tobin College of Business 2003 — 2005
MBA
Temple University - Fox School of Business and Management 2000 — 2003
BBA
Steel Curtain Capital Group, LLC June 2008 - Present
SC Canadian Mortgage Group April 2014 - Present
Loan Value Group LLC January 2009 - March 2014
Morgan Stanley June 2003 - June 2008
Credit Suisse May 1995 - May 2003
Goldman Sachs January 1990 - May 1995
Education
St. John's University
Bachelor of Science (BS), Finance
Fried Frank November 2014 - Present
Golub & Golub, LLP July 2013 - June 2014
Law Offices of Joe Zhou & Associates PLLC May 2012 - July 2013
Morgan Stanley September 2011 - May 2012
New York City Bankruptcy Assistance Project August 2010 - May 2011
St. John's Securities Arbitration Clinic January 2010 - May 2010
JPMorgan Chase January 2007 - September 2008
Skills
Bankruptcy, Legal Research, Compliance, Securities, Equities, Legal Writing, Immigration Law, Corporate Law, Securities Regulation, Employment-based..., Capital Markets, Westlaw, Corporate Governance, Financial Services, Distressed Debt, Debt & Equity Financing, Contract Negotiation, Tax, M&A analysis, Banking, PowerPoint, Microsoft Office, International Relations, Spanish, Due Diligence
Education
Saint John's University School of Law 2008 — 2011
Juris Doctorate
The Johns Hopkins University 2002 — 2006
BA, International Relations
University of San Martin 2005 — 2005
Study Abroad, Argentinean History, Politics, and Literature
Tyco June 2015 - Present
National Grid November 2012 - June 2015
Siemens August 2012 - November 2014
Morgan Stanley February 2004 - July 2012
Lincoln Computer Services March 2000 - February 2003
EXENET LLC March 2000 - March 2001
Octane Venture Partners January 1999 - March 2000
5B Technologies Corporation November 1997 - January 1999
Skills
Vendor Management, Management, Network Engineering, Network Architecture, Network Security, Cisco Firewall Security, Juniper Technologies, Cisco Nexus, WAN Optimisation, F5 BigIP, Bluecoat, MPLS VPN, Web Servers, Data Center Relocation, Data Center Architecture, Cisco Wireless, Cisco Certified, Palo Alto Networks, Security, ITIL
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA)
St. John's University School of Law
Doctor of Law (JD)
Ameriprise Financial Services, Inc. May 2006 - Present
Morgan Stanley May 2005 - December 2005
Education
St. John's University, The Peter J. Tobin College of Business 2001 — 2005
BS, Finance
CA Insurance # 0I10198
Wells Fargo Advisors Financial Network November 2014 - Present
Morgan Stanley July 1993 - 2014
Skills
Estate Planning..., Trusts, Financial Advisory, Retirement Planning, Wealth, Finance, Mutual Funds, Investments, Asset Allocation
Education
Cannon Financial Institute 2001 — 2005
Certified Trust and Financial Advisor CTFA, Trust School 1 - 2 - 3
St. John Fisher College 1990 — 1993
Bachelors of Science, Finance
Fidelity Investments November 2006 - Present
Morgan Stanley September 2005 - September 2006
Lincare Holdings, Inc March 1993 - October 2004
Education
Southern Utah University 1990 — 1992
Accounting
Morgan Stanley August 2015 - Present
CoStar Group February 2014 - July 2015
The Spectrum Newspaper, University at Buffalo January 2012 - September 2013
Complex Media May 2013 - August 2013
Nordstrom July 2011 - August 2013
KRUDMART October 2010 - March 2011
LEWAC ASSOCIATES OF WESTERN September 2009 - January 2011
Skills
Training, Editing, Blogging, Magazines, Photoshop, Management, Sales, Research, Storytelling, Fashion, Retail, Newspapers, Music, Social Networking, Social Media, Social Media Marketing, Facebook
Education
University at Buffalo 2009 — 2013
Bachelor of Arts (BA), English Language and Literature, General
University at Buffalo 2009 — 2013
Bachelor of Arts & Sciences, English
St. Francis University 2006 — 2007
English Language and Literature, General
Morgan Stanley Wealth Management July 2013 - Present
Morgan Stanley July 2012 - Present
Morgan Stanley August 2011 - July 2012
Morgan Stanley March 2009 - August 2011
Morgan Stanley January 2006 - March 2009
Morgan Stanley January 1999 - January 2006
Skills
Risk Management, Prime Brokerage, Cash Management, Corporate Actions, Back Office, Operational Risk..., Equities, Portfolio Management, Settlement, Derivatives, Fixed Income, Securities, FX Options, Financial Risk, Trading, Hedge Funds, Capital Markets
Education
St. Francis College 1990 — 1994
B.S., Accounting
Apple November 2013 - Present
Morgan Stanley 2011 - 2012
Skills
Customer Service, PowerPoint, Leadership, Microsoft Word, Microsoft Excel, Analysis, Social Media, Public Speaking, Research, Business Analysis
Education
St. John's University 2008 — 2012
Bachelor of Applied Science (BASc), Investments and Securities
Morgan Stanley February 2015 - Present
Manning & Napier Advisors May 2011 - February 2015
Mutual of Omaha April 2010 - May 2011
M&T Bank January 2011 - April 2011
AP Professionals April 2010 - December 2010
Skills
CRM
Education
The College of Financial Planning 2012 — 2014
Certified Financial Planner, Financial Planning and Services
Saint John Fisher College 2007 — 2011
Bachelors of Science, Corporate Finance
Morgan Stanley September 2015 - Present
Skills
Customer Service, PowerPoint, Microsoft Excel, Public Speaking, Marketing, Sales, Microsoft Office, Microsoft Word, Research, Sales Process, Sales Presentations, Account Management, Key Account..., Business Development, Business-to-Business..., Business Process..., Alternative Investments, Investment Banking, Portfolio Management
Education
St. John's University
Bachelor's degree, Economics
Wentworth Military Academy
Associate's Degree
Mitsubishi UFJ Securities October 2014 - Present
Ambition Point, Inc. July 2014 - Present
Morgan Stanley August 2011 - June 2014
The NorthPark Group, LLC August 2011 - August 2012
Tower Group Companies January 2010 - August 2011
Forbes Media March 2009 - January 2010
Partner Promotions May 2004 - August 2009
Springfield Public Schools August 2007 - July 2008
Spectrum Analytical May 2007 - August 2007
Springfield College May 2004 - May 2007
Skills
Process Improvement, Technical Training, Process Optimization, Analysis, Inventory Management, PowerPoint, Excel, Microsoft Excel, Vendor Management, Corporate Training, Project Management, Program Management, Leadership, Strategy, Change Management, Access, SharePoint, Quality Assurance, Business Analysis, Visio, Software Documentation, Management Consulting, Databases, Training, Project Planning, Management, Team Leadership, Business Process..., Team Building, Project Portfolio..., Telecommunications, Risk Management, SDLC, MS Project, PMO, IT Strategy, PMP
Education
Springfield College 2003 — 2007
Bachelors of Science, Biology
Villanova University 2011 — 2011
Contract Management
Seeking New Opportunity August 2015 - Present
Morgan Stanley February 2011 - 2015
Morgan Stanley January 2006 - February 2011
Goldman Sachs May 1998 - January 2006
Private Company Food Services January 1996 - May 1998
Skills
Equities, Capital Markets, Securities, Middle Office, Management, Superior Client Service, Financial Services, Relationship Management, Risk Management, Wealth Management, Operational Risk, Financial Markets, Fixed Income, KYC, Leadership, Back Office, Series 7, Organizational..., Options, Operational Risk..., Electronic Trading, Financial Risk, Finance, Asset Management, ETFs, Hedge Funds, Settlement, Deployment Strategies, Corporate Actions, Bonds, People Management, AML, Cash Management, Foreign Exchange, Client On-Boarding, P&L, Talent Management, Process Improvement, Anti Money Laundering, Derivatives, Trading, Investment Banking, Alternative Investments, People Development
Education
St. John's University 1991 — 1994
Bachelor of Science (BS)
St. Francis University 1989 — 1991
BarVision March 2015 - Present
Cinematique January 2012 - March 2015
Morgan Stanley November 2007 - December 2010
Merrill Lynch December 1996 - November 2007
Skills
Private Equity, Portfolio Management, Asset Allocation, Strategic Partnerships, Hedge Funds, Equities, Strategy, Financial Analysis, Wealth Management..., Business Relationship..., Financial Services, Asset Managment, Financial Modeling, Capital Markets, Investment Banking, Alternative Investments, Asset Management, Securities, Investments, Venture Capital, Due Diligence, Business Development, Fundraising, Business Strategy, Business Analysis, Client Development, Sales Presentations, Sales Management, Bonds, Finance, CRM, Series 7, Investment Advisory, Valuation, Mutual Funds, Series 63, Investment Strategies, Start-ups, Investment Management, Corporate Development, Corporate Finance, Strategic Financial..., Trading, Marketing Strategy, Entrepreneurship, Bloomberg, Insurance, Downhill Skiing
Education
Southwestern University School of Law 1987 — 1991
Doctor of Law (J.D.)
The George Washington University 1981 — 1985
Bachelor's Degree
Wells Fargo Advisors 2004 - Present
Morgan Stanley 1994 - 2004
Skills
Investment Strategies, Financial Advisory, Equity Trading, Tax-Efficient Strategies, Retirement Planning, Estate Planning..., Investments, Equities, Finance, Fixed Income, Securities, Alternative Investments, Financial Services
Education
NYU Polytechnic School of Engineering 1983 — 1985
Bachelor of Science (BS), Chemical Engineering
St. John's University 1980 — 1985
Bachelor of Science (BS), Mathematical Physics
Chase February 2013 - Present
Bank of Oklahoma September 2012 - February 2013
AI One, Inc January 2010 - July 2012
First Bank of Owasso June 2007 - July 2009
JPMorgan Chase June 2006 - June 2007
ABCO Insulation 1999 - 2006
Morgan Stanley 1997 - 1999
Skills
Relationship Management, Commercial Lending, Executive Management, Staff Development, Business Development, Capital Budgeting, Banking, Finance, Portfolio Management, Project Coordination, Financial Analysis, Loans, Risk Management, Start-ups, Credit, Venture Capital, Investments, Financial Services, Entrepreneurship, Financial Modeling, Business Strategy, Asset Managment, Financial Programs, Organizational..., Commercial Banking, Credit Analysis
Education
Texas A&M University-Commerce 1994 — 1995
BBA, Finance
Southwestern Oklahoma State University 1991 — 1994
Finance
SANTEE PRINT WORKS September 2003 - Present
Amalgamated Bank May 2001 - December 2002
Temco Service Industries January 2001 - May 2001
Farrell Lines Inc. (P&O Nedlloyd Ltd.) October 1998 - July 2000
Morgan Stanley December 1997 - October 1998
CROSSLAND SAVINGS/ REPUBLIC NY CORP (HSBC USA) October 1987 - September 1996
Skills
Microsoft Excel, Account Reconciliation, Accounts Payable, Microsoft Word, Accounting, JD Edwards, GAAP, Financial Statements, General Ledger, Spreadsheets, Windows, Payroll, IBM iSeries, AS400, Accounts Receivable, Auditing, Financial Reporting, Bank Reconciliation, M & D, MSA
Education
St. Francis College
B.A., Liberal Arts
AlixPartners, LLP January 2007 - Present
Mercer Delta Consulting March 2004 - November 2006
Morgan Stanley May 2000 - February 2004
Millennium Legal Copy Corporation October 1989 - April 2000
Skills
Administrative..., Human Resources, Budgets, Project Management, Accounting, Management, Recruiting, Teamwork, Payroll, Invoicing, Research, Customer Service, QuickBooks, ADP Payroll, Workshop Facilitation, Marketing, Contract Management, Software Documentation, Supervisory Skills, Procurement, Bookkeeping, Time Management, Accounts Payable, Change Management, Administration, Training
Education
St. John's University, The Peter J. Tobin College of Business 1996 — 2000
Business Management
Katharine Gibbs School
Certificate, Information Processing
Cheshire Academy
Mount Saint John Academy
Zacks Investment Research April 2002 - Present
Morgan Stanley January 2000 - January 2002
Education
St. Cloud State University 1989 — 1993
BA, History, Biology, Geology, & Calculus
AllianceBernstein October 2006 - Present
Morgan Stanley 2002 - 2006
Skills
Meeting Planning, Corporate Events
Education
Spokane Community College 1986 — 1988
Law Offices of Marc Weitz April 2008 - Present
Chanin Capital Partners July 2007 - March 2008
Financial Management Advisors May 2001 - July 2007
Morgan Stanley January 2000 - January 2001
AIG Global Investment Group August 1998 - January 2000
Lehman Brothers May 1997 - July 1998
Skills
Financial Analysis, Portfolio Management, bankruptcy, Investment Banking, Mergers & Acquisitions, Restructuring, Mergers, Bankruptcy, Investments, Hedge Funds, Finance, Litigation, Analysis, Fixed Income
Education
Southwestern University School of Law 2001 — 2005
JD, Bankruptcy
University of Colorado Boulder 1992 — 1997
BS, Finance
Semester at Sea 1995 — 1995
International Business
PayLease May 2015 - Present
Morgan Stanley January 2013 - May 2015
Sitaro Consulting Services September 2012 - May 2015
KPMG Taseer Hadi & Co. May 2010 - August 2010
Skills
Business Requirements, User Stories, Mobile Applications, Quality Assurance, User Acceptance Testing, Desktop Application..., Mobile Devices, Application Lifecycle..., HP Quality Center, Microsoft Excel, Microsoft Word, PowerPoint, Access, Urdu, Confluence, Atlassian JIRA, Scrum, Tealeaf, SharePoint, Data Mining, Data Entry, Outlook, Data Analysis, Internal Controls, Business Analysis, Microsoft Office, Project Management, Analysis, Research
Education
St. John's University 2012 — 2013
Master's degree, Accounting and Business/Management, 3.2/4.0
St. John's University 2007 — 2011
Bachelor's degree, Accounting, 3.6/4.0
Morgan Stanley November 2012 - September 2013
Barclays Capital October 2010 - October 2012
Verizon Wireless May 2009 - December 2010
Goldman Sachs May 2007 - November 2008
TIAA-CREF April 2005 - April 2007
Western Kentucky University August 2003 - March 2005
Skills
Java, J2EE, Weblogic, Tomcat, Websphere, Sybase, PL/SQL, Spring, Hibernate, Oracle 9i, XML, AJAX, Perl, Microsoft SQL Server, JavaScript, HTML, Software Development, SOA, JMS, Struts, DB2, JSP, Java Enterprise Edition, JSF, Oracle, Activiti, Web Services, Eclipse, RichFaces, Web Design, Ant, Unix, SOAP, JDBC, Agile Methodologies, Servlets, Unix Shell Scripting, JUnit, Design Patterns, SDLC, Spring Framework
Education
Western Kentucky University 2003 — 2005
MS, Computer Science
Sri Krishnadevaraya University 1998 — 2002
Bachelors of Technology, Computer Science
Bloomberg LP June 2012 - Present
Morgan Stanley June 2011 - June 2012
Credit-Suisse June 2005 - June 2011
Prudential Financial 2000 - 2003
Satyam 1997 - 2000
Skills
SSIS, SSRS, ETL, Data Warehousing, Sybase, Microsoft SQL Server, Software Project..., Autosys
Education
Sri Venkateswara University 1992 — 1996
Bachelor's degree, Electrical and Electronics Engineering
Morgan Stanley February 2007 - February 2015
Department of Homeland Security March 2003 - December 2005
Department of the Treasury May 1985 - March 2003
Skills
Internal Investigations, Background Checks, AML, Bank Secrecy Act, Computer Forensics, Security Management, Crisis Management, Security Clearance, FCPA, Litigation Support, Risk Assessment, Security Operations, Certified Fraud Examiner, Counterintelligence, Emergency Management
Education
St. Francis College 1970 — 1975
Bachelor of Science, Business Management
UBS 2007 - Present
Goldman Sachs March 2006 - March 2008
Morgan Stanley 1997 - 2006
Education
St. Francis University 1987 — 1991
Citigroup Inc., Financial Intelligence Unit April 2015 - Present
J.P. Morgan November 2010 - July 2014
Merrill Lynch February 2007 - November 2010
Morgan Stanley 2003 - 2007
Skills
Securities, Investments, Asset Allocation, Finance, Series 7, Series 63, Equities, Wealth Management, Mortgage Lending, Mutual Funds, Financial Services, Retirement Planning, Portfolio Management, Fixed Income, Capital Markets, Life & Health Insurance..., Asset Management, FINRA, Microsoft Office, LexisNexis, Anti Money Laundering, OFAC, Factiva, Legal Compliance, KYC, Due Diligence, Bank Secrecy Act
Education
Touro College Jacob D. Fuchsberg Law Center 2010 — 2014
Doctor of Law (J.D.)
St. John's University
BS, Business Management
Chaminade High School
UnitedHealth Group September 2013 - Present
Morgan Stanley July 2010 - August 2013
Capgemini September 2002 - June 2010
Business Software Solutions 1997 - 2000
Business Software Solutions 1997 - 2000
Tata Consultancy Services 1992 - 1997
Skills
SDLC, Enterprise Architecture, Agile Methodologies, Software Project..., Oracle, Java Enterprise Edition, Requirements Analysis, SOA, Business Analysis, DB2, Unix, Data Warehousing, Requirements Gathering, Web Services
Education
Malnad College of Engineering, Hassan 1990 — 1992
Master of Technology (MTech), Digital Electronices & Communication Sysyems
Sri Venkateswara University 1986 — 1990
Bachelor of Technology (BTech), Electrical, Electronics and Communications Engineering
Morgan Stanley August 2015 - Present
Dealogic April 2015 - July 2015
RCC Ventures, LLC August 2014 - April 2015
KPMG US February 2014 - March 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Social Media, Financial Analysis, Public Speaking, Data Analysis, Facebook, Event Planning, Marketing, Social Networking, Sales, Social Media Marketing, Outlook, Time Management, Research, Macro
Education
St. John's University
Bachelor's Degree, Finance
Wachovia Securities January 2002 - Present
G&L Partners, LLC March 2001 - January 2002
Morgan Stanley April 1993 - April 1997
Skills
Portfolio Management, Trading, Fixed Income, Investments, Equities, Equity Trading, Risk Management
Education
St. Francis University 1988 — 1992
Morgan Stanley September 2009 - Present
Office of the Comptroller of the Currency July 1990 - September 2009
Skills
IT Risk Management, Governance, Risk Assessment, Internal Controls, Information Security, Project Management, Business Continuity, Auditing, Risk Management, NBE, ISO 27001, ITIL, CISA, COBIT, CISSP, Enterprise Risk..., Operational Risk..., Program Management
Education
Southwestern University 1986 — 1990
BA, Accounting
UBS Investment Bank December 2002 - Present
Morgan Stanley 1999 - 2002
Legal Aid Society - Criminal Defense Division 1997 - 1999
Skills
Hedge Funds
Education
Saint John's University School of Law
JD, Law
Villanova University
BA
Morgan Stanley July 2010 - Present
UBS Investment Bank March 2009 - July 2010
UBS October 2006 - November 2008
Thacher Proffitt & Wood LLP September 2004 - October 2006
Education
St. John's University School of Law 2001 — 2004
J.D
Imerys 2013 - Present
Dow Lohnes PLLC 2012 - 2013
City of Atlanta 2011 - 2012
Alston & Bird LLP 2006 - 2010
Alston & Bird LLP May 2005 - July 2005
Goldman Sachs June 2004 - August 2004
PDI 2001 - 2003
Morgan Stanley 1999 - 2001
Education
University of Pennsylvania Law School 2003 — 2006
JD
Spelman College 1995 — 1999
BA, Economics
OppenheimerFunds May 2013 - Present
Barclays Capital May 2012 - May 2013
HSBC Securities July 2010 - May 2012
GFI Group April 2008 - July 2010
Morgan Stanley April 2006 - April 2008
Merrill Lynch 1998 - 2006
Skills
Financial Risk, Enterprise Risk..., Sarbanes-Oxley Act, Internal Controls, Operational Risk, Process Improvement, Auditing, Banking, Risk Assessment, Financial Reporting, Leadership, Management
Education
Saint John's University - Peter J. Tobin College of Business 2004 — 2004
MBA, International Business
AXA Advisors January 2012 - August 2014
AXA Equitable July 2005 - November 2010
Bear Stearns July 2004 - March 2005
Morgan Stanley May 2002 - June 2004
St. John's University September 2000 - December 2001
Skills
Asset Allocation, Investment Strategies, Investment Advisory, Retirement Planning, Portfolio Management, Wealth Management, Trading, Portfolio Optimization, Wealth Accumulation, Product Management, Estate Planning, Business Planning, Modern Portfolio Theory, LDI, Fiduciary Management, Electronic Trading, Hedge Funds, Bloomberg, Derivatives, Separately Managed..., Private Banking, Global Asset Allocation, Portfolio Strategy, Options Trading, Asset Liability..., Dynamic Asset Allocation, Investment Policy..., ECN, Asset Managment, Fixed Income Strategies, Fixed Income Portfolio..., Fixed Income Technology, Unified Managed Accounts, ALM, Institutional..., Global Tactical Asset..., Options Strategies
Education
St. John's University
Bachelor of Science (B.S.), Finance
Och-Ziff Capital Management November 2013 - Present
Morgan Stanley July 2000 - October 2013
The Chase Manhattan Bank December 1996 - June 2000
Skills
Prime Brokerage, Equities, Derivatives, Fixed Income, Alternative Investments, Hedge Funds, Securities, Middle Office, Fund Administration
Education
St. John's University, The Peter J. Tobin College of Business 1999 — 2001
MBA, Finance
St. John's University, The Peter J. Tobin College of Business 1992 — 1996
BS, Marketing
Wells Fargo February 2014 - Present
Wells Fargo Bank July 2013 - February 2014
Wells Fargo Bank September 2010 - July 2013
Wells Fargo Bank January 2010 - August 2010
Wachovia, A Wells Fargo Company January 2005 - December 2009
Wachovia, A Wells Fargo Company June 2002 - December 2004
Morgan Stanley 2000 - 2002
Morgan Stanley 1997 - 1998
Morgan Stanley 1995 - 1997
Skills
Commercial Banking, Loans, Portfolio Management, Real Estate, Risk Management, Financial Structuring, Management, Commercial Lending, Staff Development
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, Real Estate Finance
Spelman College 1991 — 1995
BA, Economics and Management
Morgan Stanley 1986 - 2008
Education
St. Francis College 1980 — 1984
JPMorgan Chase & Co. May 2013 - Present
Morgan Stanley June 1993 - April 2013
Education
Spelman College 1989 — 1993
Eltekon Advisors, LLC October 2002 - Present
Morgan Stanley March 2000 - July 2001
RBC Dain Rauscher October 1995 - March 2000
Skills
Asset Managment, Financial Analysis, Insurance, Strategic Planning, Equities, Wealth Management, Investment Advisory, 401k Rollovers, Professional Portfolio..., Alternative Investments, Tactical Asset..., Contract Negotiation, Business Development, Retirement, Asset Management, Series 7, Financial Advisory, Finance
Education
St. Edward's University 1988 — 1990
MBA, Mangement/Finance
Trinity University 1983 — 1987
BA, Psychology/History
Bishop Kelley High School 1980 — 1983
JPMorgan Chase October 2012 - Present
Morgan Stanley March 2011 - October 2012
Merrill Lynch June 2008 - April 2011
Goldman Sachs April 2001 - March 2008
Midrange Solutions Inc March 1996 - May 2001
NCR Corporation 1996 - 2000
Datamatics July 1994 - March 1996
Transport Corporation of India July 1992 - July 1994
Skills
Sybase, Data Modeling, Business Analysis, Erwin, Data Warehousing, SDLC, Data Warehouse..., Data Integration, Business Intelligence, ETL, Informatica, Database Design, SQL, Data Governance, Requirements Analysis
Education
Sri Sathya Sai Institute of Higher Learning 1988 — 1990
Master of Business Administration (MBA), Information Technology
St. Josephs College - Trichinapalli 1985 — 1988
B.Sc, Statistics
St. Josephs Boys Higher Secondary School, Coonoor 1975 — 1985
Bachelor of Science (BSc), Statistics
GLG (Gerson Lehrman Group) November 2014 - Present
PwC September 2012 - October 2014
Morgan Stanley January 2008 - September 2012
Morgan Stanley December 2005 - December 2007
Skills
Onboarding, Employee Relations, HRIS, Deferred Compensation, Performance Management, Succession Planning, Employee Benefits, Talent Management, PeopleSoft, Applicant Tracking..., Benefits Administration, Human Resources, Employee Engagement
Education
Springfield College 2001 — 2005
Bachelors, Business Management
MOrgan Stanley January 2010 - Present
Citi Smith Barney June 2004 - Present
Pudential Financial January 2000 - January 2004
Abel, Band, Collier, Pitchford & Gordon, Chartered – Sarasota, FL August 1998 - September 1999
AEGON November 1996 - August 1998
Prudential Securities Incorporated February 1994 - April 1996
Skills
Securities, Mutual Funds, Insurance, FINRA, Series 7, Financial Services, Alternative Investments, Fixed Annuities, Investments, Finance, Risk Management
Education
St. John's University School of Law 1990 — 1993
Morgan Stanley Managing DirectorDeutsche BankJune 1999 - March 2005
Deutsche Bank 1999 - 2005
Bankers Trust October 1996 - June 1999
Bankers Trust 1996 - 1999
JPMorgan Chase 1985 - 1996
Chase Manhattan Bank 1985 - 1996
Education
New York University - Leonard N. Stern School of Business 1980 — 1983
MBA, Accounting
St. Francis College 1971 — 1975
BlackRock September 2009 - Present
Resources Global Professionals March 2008 - October 2009
Morgan Stanley July 2002 - February 2008
Neuberger Berman 2001 - 2002
Citi December 1995 - June 2001
Lehman Brothers February 1992 - November 1995
Kidder Peabody 1985 - 1992
Skills
Capital Markets, Asset Managment, Investment Banking, Financial Services, Asset Management, Risk Management, Equities, Portfolio Management, Financial Reporting, Mutual Funds, Derivatives, Fixed Income, Securities, Financial Modeling, Hedge Funds, Trading, Financial Analysis
Education
St. Francis College
Xaverian
GFI Group December 2007 - June 2014
Ryan Beck & Co. March 2006 - December 2007
Sandler O'Neill & Partners September 2001 - March 2006
Pershing 2000 - 2001
Banc of America Securities 1998 - 2000
Morgan Stanley 1990 - 1998
Credit Suisse First Boston 1986 - 1990
Skills
Equities, Series 7, Fixed Income, Hedge Funds, Securities, Trading, Prime Brokerage, Capital Markets, Trading Systems, Options, Asset Managment, Derivatives, Investment Banking, Series 63, Series 24, Electronic Trading, Investments, Back Office, Financial Services, Mutual Funds, FINRA, Equity Trading, Commodity, Financial Markets, Alternative Investments, Middle Office, Bonds, FX Options, Settlement, Equity Derivatives, Market Data, Corporate Actions, Asset Management, Emerging Markets, Operational Risk
Education
St. Francis College 1981 — 1985
Bachelor of Arts, Communication Arts
Saint John's University 1980 — 1981
Xaverian High School 1976 — 1980
High School Diploma
St. Rose of Lima 1972 — 1976
Morgan Stanley 2013 - 2015
Morgan Stanley 2012 - 2013
Morgan Stanley July 1996 - January 2012
Morgan Stanley Smith Barney 1996 - 2011
Dean Witter Trust Company December 1995 - July 1996
Smith Barney November 1993 - December 1995
Bank of New York / Irving Trust Company January 1982 - December 1993
Skills
SDLC, Fixed Income, Sybase, Finance, Equities, Trading Systems, Derivatives, Business Process..., Business Analysis, Project Management, Financial Services, Risk Management, IT Strategy, Management
Education
St. Francis College 1976 — 1980
BS, Math
de Rosier Writes December 2009 - Present
Minnesota Historical Society April 2010 - December 2010
The A Jacobs Group October 2008 - February 2010
HighTech Passport, Ltd. August 2009 - September 2009
U.S. Peace Corps, Philippines March 2006 - June 2008
de Rosier & Associates 2003 - 2006
Morgan Stanley 2001 - 2003
Minnesota State Retirement System 1994 - 2001
Skills
Leadership, Fundraising, Training, Proposal Writing, Entrepreneurship, Management, Public Speaking, Editing, Community Development, Marketing, Project Management, Newsletters, Start-ups, Research, Integrated Marketing, Business Development, Advertising, Business Planning, International..., Teaching
Education
University of Saint Thomas - School of Business 2003 — 2003
mini-MBA, Entrepreneurship, Opus Business School, J. Morrison Center for Entrepreneurship
St. Catherine University 1992 — 1995
M.A., Theology
Minnesota State University, Mankato
B.A., English
Morgan Stanley October 2012 - Present
Morgan Stanley April 1989 - Present
Morgan Stanley June 2011 - October 2012
Skills
Prime Brokerage, Foreign Exchange, Cash Management, Fixed Income, Financial Risk, Portfolio Management, Settlement, Investments, Investment Banking, Risk Management, Equities, Hedge Funds, Asset Management, Securities, FX Options, Bloomberg, Financial Markets, Options, Derivatives, Capital Markets, Middle Office, Electronic Trading, Trading Systems, Trading, Commodity, Collateral Management, Equity Derivatives, Swaps, Credit Derivatives, Interest Rate..., Structured Products, Alternative Investments, Series 7, Securities Lending, Operational Risk, ETFs, Back Office, Bonds, Financial Services, FINRA, Currency, Corporate Actions, FX trading, Equity Trading, Interest Rate Swaps, Emerging Markets, Series 63, CDS, Reference Data, Market Data
Education
St. Francis College 1985 — 1989
BA, Communication Arts
Morgan Stanley directormorgan stanley2009 - 2011
Morgan Stanley 1997 - 2009
Skills
Derivatives, Equities, Equity Derivatives, Financial Services, Hedge Funds, Middle Office, Prime Brokerage, Investment Banking
Education
St. Francis College 1993 — 1997
JPMorgan Chase April 2015 - Present
JPMorgan Chase April 2013 - April 2015
JPMorgan Chase June 2011 - April 2013
Exane September 2010 - November 2010
Deutsche Bank July 2008 - July 2009
UBS October 2006 - June 2008
Barclays Capital May 2002 - October 2006
JPMorgan Chase February 2002 - May 2002
Morgan Stanley September 2000 - November 2001
Skills
Fixed Income, Derivatives, Equities, Hedge Funds, Trading, Middle Office, Asset Management, Prime Brokerage, Back Office, Capital Markets
Education
St. Francis College
Bachelor’s Degree, Business Management
Morgan Stanley July 1996 - Present
Smith Barney Brokerage Firm November 1994 - December 1995
Skills
Management, Business Analysis, Equities, Finance, Fixed Income, Program Management, Project Management, Risk Management, SDLC
Education
St. Francis College
BS in Mathematics
University of Washington
Associate of Science (A.S.), Project Management
Numerix March 2013 - Present
Battenkill Asset Management, LLC April 2008 - March 2013
Trinidad and Tobago Unit Trust Corporation September 2005 - September 2007
Trinidad & Tobago Unit Trust Corporation Merchant Bank Department September 2005 - September 2007
Trinidad & Tobago Unit Trust Corp September 2004 - September 2005
Morgan Stanley November 2002 - June 2003
Nixon Peabody LLP May 2000 - November 2002
Skills
R, C++, OOP, Statistics, Microsoft Excel, Equities, Investments, Financial Analysis, Microsoft Office, Research, Risk Management, Valuation, Portfolio Management, Financial Risk, VBA, Derivatives
Education
Stevens Institute of Technology 2007 — 2009
Masters, Financial Engineering
St. Francis College
Bachelor, Science Business Management; Finance
Morgan Stanley July 2010 - Present
Education
Saint John Fisher College 2007 — 2010
Master of Business Administration (M.B.A.)
State University of New York at Buffalo - School of Management 2003 — 2007
Bachelor of Science (BS), Business Administration
Morgan Stanley January 2012 - Present
Morgan Stanley January 2011 - December 2011
Morgan Stanley January 2007 - December 2010
Morgan Stanley July 2002 - December 2006
Morgan Stanley January 2002 - June 2002
Morgan Stanley January 2001 - December 2001
Orrick, Herrington & Sutcliffe LLP July 1999 - December 2000
Education
St. John's College
Bachelor of Arts (B.A.), Dual Major in History of Mathematics and Philosophy
Citi April 2014 - Present
Citi April 2011 - April 2014
Citigroup April 2007 - April 2011
Morgan Stanley April 2005 - April 2007
Skills
Equities, Financial Services, Risk Management, Derivatives, Fixed Income, Banking, Securities, Corporate Actions, Global Custody, Settlement, FX Options, Relationship Management, Series 7, Credit, Investments
Education
St. John's University
Bachelor's degree
Morgan Stanley October 2011 - October 2014
Woodbury Financial Services December 2008 - October 2011
Och-Ziff Capital Management June 2007 - September 2008
Merrill Lynch June 2005 - July 2007
Commerce Bank September 2003 - June 2005
Skills
Bloomberg, Investments
Education
St. John's University 2004 — 2006
Master’s Degree, Criminal Justice Leadership
St. John's University 1997 — 2002
Bachelor’s Degree, Finance and Financial Management Services
Pictometry International January 2010 - Present
Waste Management, Inc. 2003 - 2008
Morgan Stanley 1997 - 2002
DHL 1993 - 1997
UPS 1989 - 1992
Education
St. John Fisher College 1986 — 1990
B.A., Philosophy, Psychology
Vision Sports Club March 2011 - Present
Morgan Stanley June 2006 - March 2010
Skills
NSCA Certified Strength..., NASM Certified Personal..., NASM, Financial Services, Derivatives, Series 63, Hedge Funds
Education
Springfield College
Bachelor of Science (B.S.), Sports Management
Morgan Stanley December 2001 - Present
Prudential Securities May 1998 - December 2001
Skills
Equities, Fixed Income, Capital Markets, Investments, Asset Management, Asset Allocation, Portfolio Management, Wealth Management, Investment Strategies, Investment Advisory, Bonds, Financial Modeling, Retirement Planning, Financial Analysis, Risk Management, Retirement, Credit, 401k, Cash Management, Strategic Planning, Securities, Series 63, Financial Services, Finance, Loans, Business Strategy, Series 7, Financial Markets, Valuation, Bloomberg, Strategic Financial..., MBS, Mergers, ETFs, Wealth Management..., Investment Banking, Financial Advisory, Separately Managed..., Fund Of Funds, Structured Finance, Financial Structuring, High Net Worth..., Private Banking, Institutional..., Business Planning, Wealth
Education
St. Francis College 1988 — 1992
BS, Economics
Dealerweb 1989 - Present
Morgan Stanley 1987 - 1989
Education
St. John's University 1983 — 1987
Bachelor of Science (BS), Finance
Australia New Zealand (ANZ) Bank February 2014 - Present
Morgan Stanley January 1997 - September 2013
Bear Stearns April 1988 - January 1997
Skills
Financial Services, Customer Service, Securities, Equities, Fixed Income, Treasury, Options, Derivatives, Risk Management, Operational Risk, Post Market Surveillance, Capital Markets, Portfolio Management, Training, Coaching, Mentoring
Education
St. Francis College
Bachelor of Science (B.S.)
Villanova University
Engineering
Monsignor Farrell High School 1977 — 1981
Capgemini ConsultantBarclays Capital2009 - 2010
TDBank North 2008 - 2009
Morgan Stanley 2006 - 2007
Cognizant Technology Solutions 2004 - 2007
Education
Sri Krishnadevaraya University 1999 — 2001
M.Sc, Computer Science
Morgan Stanley February 1999 - Present
Education
St. John's University
Bachelor of Science (B.S.), Finance, General
Bertelsmann Inc. June 2014 - Present
Morgan Stanley 2003 - 2013
Donaldson, Lufkin & Jenrette 1986 - 1999
Skills
Investment Banking, Capital Markets, Equities, Investor Relations, Private Equity, Corporate Finance, Mergers & Acquisitions, Fixed Income, LBO, Mergers
Education
St. Francis College
BA, Economics
St. Joseph's Convent, San Fernando, Trinidad, WI
High School
The Canaan Presbyterian School, Duncan Village, Trinidad, WI
Elementary School
US Bank September 2007 - Present
JP Morgan Chase ( Formerly First Chicago) March 1998 - December 2005
Bank of America Los Angeles June 1996 - February 1998
Morgan Stanley 1992 - 1996
Skills
Derivatives, Fixed Income, Leadership, Capital Markets, Hedge Funds, Options, FX Options
Education
St. Francis College 1989 — 1992
BS, Mgmt/Economics
Xaverian high school
Morgan Stanley July 2014 - Present
QBE North America December 2012 - June 2014
QBE North America May 2010 - November 2012
Dewey & LeBoeuf LLP September 2008 - April 2010
Skills
Account Reconciliation, Accounting, Financial Analysis, Financial Reporting, Internal Controls, Sarbanes-Oxley Act, Microsoft Excel, Analysis
Education
St. John's University 2004 — 2008
Bachelor of Science (B.S.), Finance
Morgan Stanley 2003 - 2015
Ernst & Young 1997 - 2003
Education
St. Francis College
Bachelor of Science (B.S.), Accounting
Deutsche Bank Securities April 1997 - Present
NatWest Markets April 1997 - February 1998
Morgan Stanley February 1987 - April 1997
Education
St. Francis College 1989 — 1992
Bachelor of Science (BS), Business Management/Finance
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates 2014 - Present
FGIC 2014 - 2014
Barclays August 2012 - December 2012
BlackRock May 2005 - February 2012
Morgan Stanley March 2004 - January 2005
Bank of America April 2002 - June 2003
Bank of America March 2000 - April 2002
Marylyn P. Lipman, P.C. September 1996 - December 1999
Stern & Stern Esq. March 1994 - August 1996
Skills
Administrative..., Data Entry, Time Management, Outlook, Customer Service, Research, Management, Leadership, PowerPoint, Concur, Calendaring, Confidentiality, Microsoft Word, Microsoft Excel, Process Scheduler, Microsoft Office, Process Improvement, Adobe Acrobat, Teamwork, Work Well Independently, Job Seeking, Travel Arrangements, Accounts Receivable, Expense Reports, Calendars, Analysis, Training, Office Management, Budgets, Internet, Typing, CRM, SAP, Dictaphone, Ariba, Highly Detailed, Adaptability, Problem Solving, Communication, Organization, Quick Thinker, Multi Tasking, Financial Assistance, Executive Calendar..., Scribd, Real Estate, Aderant
Education
St. Francis College
Bachelor of Arts (B.A.)
Suffolk Federal September 2015 - Present
Suffolk Federal January 2015 - August 2015
Suffolk Federal July 2011 - January 2015
Suffolk Federal June 2009 - July 2011
NEFCU May 2007 - June 2009
NEFCU May 2006 - May 2007
NEFCU November 2004 - May 2006
Morgan Stanley February 2004 - May 2004
Skills
Financial Statements, Financial Reporting, Accounting, Financial Analysis, General Ledger, Financial Accounting, Cash Management, Variance Analysis, Microsoft Office, Cash Flow Forecasting, GAAP, US GAAP, Account Reconciliation
Education
St. John's University 2005 — 2008
Masters of Science, Accounting
Towson University 2001 — 2004
Bachelor of Science (BS), Business Administration, Finance
Cambridge Corporate Services February 2007 - Present
GlobeOp Financial Service, NY April 2004 - October 2004
JP Morgan/Chase, NY February 2001 - August 2003
Dickstein, Shapiro, NY October 2000 - February 2001
Westdeutsche Landesbank, NY February 2000 - July 2000
Dondaldson, Lufkin, Jenrette August 1999 - October 1999
Chase Manhattan Bank, NY September 1998 - December 1998
Morgan Stanley June 1986 - February 1997
Skills
Trading, Investment Banking, Financial Markets, Securities, Derivatives, Swaps, Funding, Mergers & Acquisitions, Accounting, Banking, Credit, Financial Services, Risk Management, Hedge Funds, Currency, Rates
Education
St. Francis College
Barclays Wealth and Investment Management June 2014 - Present
Barclays Investment Bank February 2004 - June 2014
Morgan Stanley February 2003 - February 2004
Merrill Lynch September 1998 - January 2003
Education
St. John's University 1993 — 1998
Bachelor of Science (B.S.), Business/Corporate Communications
Tottenville High School 1989 — 1993
Morgan Stanley January 2010 - Present
Education
University of Notre Dame 1986 — 1990
Bachelor of Science (BS), History
St. John's University 1990 — 1993
Doctor of Law (JD)
Morgan Stanley March 2008 - Present
Education
St. John's University
MBA, Finance
State University of New York at Stony Brook
Bachelor of Arts (BA), Economics
JPMorgan Chase & Co. January 2015 - Present
JPMorgan Chase April 2002 - December 2014
Morgan Stanley February 2000 - April 2002
Bear Stearns January 1999 - February 2000
Skills
Banking, Financial Services, Risk Management, Capital Markets, Securities, Equities, Investment Banking, Series 7, Management, Investments
Education
St. Francis College 1994 — 1998
Bachelor of Science (B.S.), Accounting
Continental Home Care, Inc. November 2012 - Present
GMP Securities, LLC March 2010 - July 2012
Goldman Sachs July 2006 - November 2008
Morgan Stanley 2005 - 2006
Skills
Fixed Income, Equities, Trading, Bloomberg
Education
St. John's University 2015 — 2016
Master's Degree, Accounting
St. John's University 2002 — 2006
Bachelor's Degree, Finance, Cum Laude
Morgan Stanley December 2012 - Present
Sentinel Benefits & Financial Group May 2006 - December 2012
Skills
Defined Contribution, Retirement Plan..., 401k, Employee Benefits, ERISA, Qualifed Retirement..., Plan Design, Series 7, Series 66, Retirement Plan...
Education
St. John's University
Bachelor's degree, English
Morgan Stanley September 1996 - February 1998
U.S. Trust June 1989 - September 1996
Unisys September 1988 - February 1989
Wang Computers September 1983 - September 1988
Skills
Microsoft Office, Management, Microsoft Excel, Sales, Leadership, PowerPoint, Research, Customer Service, Training
Education
St. John's University 1979 — 1983
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services, Minor Degree in Economics
Bank of America Merrill Lynch July 2015 - Present
Morgan Stanley May 2000 - June 2015
Skills
Fixed Income, Derivatives, Hedge Funds, Equities, Investment Banking, Capital Markets, Prime Brokerage, Securities, Securities Lending, Operational Risk, Outsourcing, New Product..., Internal Controls, Settlement, Asset Management, Corporate Events
Education
St. John's University 1996 — 2000
BS, Finance, General