Morgan Stanley
Industry: Investment banking company
DescriptionMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. Headquarters: New York City, New York, United States CEO: James P. Gorman (Jan 1, 2010–) Revenue: 37.94 billion USD (2017) Subsidiaries: Discover Financial Services, Did you know: Morgan Stanley is the sixth-largest bank in the US by total assets ($875 B). wikipedia.org
Morgan Stanley List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Morgan Stanley. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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34,792 Morgan Stanley employees in database. Find out everything there's to know about Morgan Stanley employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Morgan Stanley Employees
Employee
Years
Job
Industry
Shrushti Parikh Shrushti Parikh's Morgan Stanley Experience October 2015 - Present
Job Associate at Morgan Stanley
Industry Information Services
Experience
Morgan Stanley October 2015 - Present
Cintra Software and Services June 2015 - August 2015
J.P. Morgan July 2013 - August 2014
Tata AIG May 2009 - April 2010
Skills
Business Analysis, Business Intelligence, SQL, Databases, Java, C++, HTML, Microsoft Office, MySQL, Oracle, Tableau, VBA, C, JavaScript, PHP, Unix, SAS, Data Warehousing, OBIEE, Process Improvement
Education
State University of New York at Buffalo - School of Management 2014 — 2015
Master of Science (MS), Management Information Systems, 3.87/4.0
University of Mumbai 2009 — 2013
Bachelor of Engineering (B.E.), Information Technology, 3.96/4.0
Morgan Stanley October 2015 - Present
Cintra Software and Services June 2015 - August 2015
J.P. Morgan July 2013 - August 2014
Tata AIG May 2009 - April 2010
Skills
Business Analysis, Business Intelligence, SQL, Databases, Java, C++, HTML, Microsoft Office, MySQL, Oracle, Tableau, VBA, C, JavaScript, PHP, Unix, SAS, Data Warehousing, OBIEE, Process Improvement
Education
State University of New York at Buffalo - School of Management 2014 — 2015
Master of Science (MS), Management Information Systems, 3.87/4.0
University of Mumbai 2009 — 2013
Bachelor of Engineering (B.E.), Information Technology, 3.96/4.0
Stephen Ehikian Stephen Ehikian's Morgan Stanley Experience August 2004 - July 2006
Job SalesforceIQ
Industry Internet
Experience
SalesforceIQ September 2015 - Present
RelateIQ August 2011 - Present
SRS Investment Management June 2010 - September 2010
Westbrook Partners August 2006 - June 2009
Morgan Stanley August 2004 - July 2006
Skills
Financial Modeling, Valuation, Hedge Funds, Private Equity, Strategic Planning, Team Building, Entrepreneurship, Start-ups, Strategy, Corporate Development, Mergers & Acquisitions, Analytics, Venture Capital, Physical Security, Due Diligence, Investment Banking, Business Strategy
Education
Stanford University Graduate School of Business 2009 — 2011
MBA
Yale University 2000 — 2004
Mechanical Engineering, Economics
SalesforceIQ September 2015 - Present
RelateIQ August 2011 - Present
SRS Investment Management June 2010 - September 2010
Westbrook Partners August 2006 - June 2009
Morgan Stanley August 2004 - July 2006
Skills
Financial Modeling, Valuation, Hedge Funds, Private Equity, Strategic Planning, Team Building, Entrepreneurship, Start-ups, Strategy, Corporate Development, Mergers & Acquisitions, Analytics, Venture Capital, Physical Security, Due Diligence, Investment Banking, Business Strategy
Education
Stanford University Graduate School of Business 2009 — 2011
MBA
Yale University 2000 — 2004
Mechanical Engineering, Economics
Clark Burckle Clark Burckle's Morgan Stanley Experience June 2014 - August 2014
Job Stanford Graduate School of Business
Industry Sports
Experience
United States Olympic Committee 2014 - Present
Fitter and Faster Swim Tour Presented by SwimOutlet.com May 2012 - Present
Morgan Stanley June 2014 - August 2014
USA Swimming May 2008 - August 2013
United States Olympic Committee August 2012 - August 2012
Skills
Sports, Athletics, Coaching, Public Speaking, Training, Sports Management, Leadership, Swimming, Social Media, Sports Marketing, Motivational Speaking, Teamwork, Fitness, Microsoft Office, Microsoft Excel
Education
Stanford University Graduate School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Arizona 2009 — 2011
Bachelor of Science (BS), Agricultural Business and Management
University of Florida 2006 — 2009
Agricultural Business and Management
United States Olympic Committee 2014 - Present
Fitter and Faster Swim Tour Presented by SwimOutlet.com May 2012 - Present
Morgan Stanley June 2014 - August 2014
USA Swimming May 2008 - August 2013
United States Olympic Committee August 2012 - August 2012
Skills
Sports, Athletics, Coaching, Public Speaking, Training, Sports Management, Leadership, Swimming, Social Media, Sports Marketing, Motivational Speaking, Teamwork, Fitness, Microsoft Office, Microsoft Excel
Education
Stanford University Graduate School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Arizona 2009 — 2011
Bachelor of Science (BS), Agricultural Business and Management
University of Florida 2006 — 2009
Agricultural Business and Management
Jens Joller Jens Joller's Morgan Stanley Experience June 2010 - August 2010
Job Principal at Apax Partners
Industry Venture Capital & Private Equity
Experience
Apax Partners September 2011 - Present
Morgan Stanley June 2010 - August 2010
The Boston Consulting Group 2007 - 2009
Education
Stanford University Graduate School of Business 2009 — 2011
MBA
Universität St. Gallen-Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften 2003 — 2007
BA, Business Administration
Apax Partners September 2011 - Present
Morgan Stanley June 2010 - August 2010
The Boston Consulting Group 2007 - 2009
Education
Stanford University Graduate School of Business 2009 — 2011
MBA
Universität St. Gallen-Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften 2003 — 2007
BA, Business Administration
Mustufa Salehbhai Mustufa Salehbhai's Morgan Stanley Experience December 2005 - Present
Job Head of Legal, Morgan Stanley Private Equity & Real Estate Investing Americas
Industry Law Practice
Experience
Morgan Stanley Investment Management March 2015 - Present
Morgan Stanley December 2005 - Present
King and Spalding 2005 - 2005
Wilson Sonsini Goodrich and Rosati 2000 - 2004
US Court of Appeals, Eleventh Circuit August 1999 - August 2000
Skills
Private Equity, Real Estate Investing, General Corporate..., Regulatory Requirements, Investments, Financial Institutions, Corporate Law, Asset Management, Mergers & Acquisitions, Corporate Governance, Financial Structuring, Securities Regulation, Joint Ventures, Legal Writing
Education
Stanford Law School 1996 — 1999
Juris Doctor
University of Virginia 1991 — 1995
BA w Honors
Morgan Stanley Investment Management March 2015 - Present
Morgan Stanley December 2005 - Present
King and Spalding 2005 - 2005
Wilson Sonsini Goodrich and Rosati 2000 - 2004
US Court of Appeals, Eleventh Circuit August 1999 - August 2000
Skills
Private Equity, Real Estate Investing, General Corporate..., Regulatory Requirements, Investments, Financial Institutions, Corporate Law, Asset Management, Mergers & Acquisitions, Corporate Governance, Financial Structuring, Securities Regulation, Joint Ventures, Legal Writing
Education
Stanford Law School 1996 — 1999
Juris Doctor
University of Virginia 1991 — 1995
BA w Honors
Kathy Bowman-Williams's Morgan Stanley Experience August 2014 - Present
Job Vice President Diversity and Inclusion
Industry Investment Banking
Experience
Morgan Stanley August 2014 - Present
Verizon January 2010 - Present
Verizon July 2008 - January 2010
Verizon Wireless 2006 - 2008
Skills
Program Management, Program Development, Diversity & Inclusion, Diversity Training, Project Management, Event Management, Leadership Development, Employee Engagement, Employment Law..., Strategic Thinking, Leading Change, Consulting, Expense Budget..., Change Management, Human Resources, Process Improvement, Organizational..., Recruiting, Blogging, Cross-functional Team..., Team Leadership, Strategy, Talent Management, Management, Strategic Planning, PeopleSoft, Employee Relations, Training, Leadership, Marketing, Public Speaking, Project Planning, Social Media, Coaching, Vendor Management, Telecommunications, Performance Management, Team Building, Management Consulting, Organizational..., Employee Training, Talent Acquisition, Policy, Public Relations, Onboarding, Succession Planning
Education
University at Buffalo 1991 — 1993
State University of New York College at Buffalo 1987 — 1991
BA, Political Science
Morgan Stanley August 2014 - Present
Verizon January 2010 - Present
Verizon July 2008 - January 2010
Verizon Wireless 2006 - 2008
Skills
Program Management, Program Development, Diversity & Inclusion, Diversity Training, Project Management, Event Management, Leadership Development, Employee Engagement, Employment Law..., Strategic Thinking, Leading Change, Consulting, Expense Budget..., Change Management, Human Resources, Process Improvement, Organizational..., Recruiting, Blogging, Cross-functional Team..., Team Leadership, Strategy, Talent Management, Management, Strategic Planning, PeopleSoft, Employee Relations, Training, Leadership, Marketing, Public Speaking, Project Planning, Social Media, Coaching, Vendor Management, Telecommunications, Performance Management, Team Building, Management Consulting, Organizational..., Employee Training, Talent Acquisition, Policy, Public Relations, Onboarding, Succession Planning
Education
University at Buffalo 1991 — 1993
State University of New York College at Buffalo 1987 — 1991
BA, Political Science
Nick Birke's Morgan Stanley Experience January 2006 - July 2008
Job Technologist
Industry Information Technology and Services
Experience
Deloitte October 2013 - December 2014
The APAK Group January 2013 - October 2013
Deloitte August 2012 - January 2013
Gap Technologies, Inc. February 2012 - August 2012
Audubon Machinery July 2008 - January 2009
Morgan Stanley January 2006 - July 2008
BioScrip August 2005 - January 2006
Cornerstone Consulting March 2005 - August 2005
Sagebrush November 2004 - February 2005
CIM Software May 2004 - October 2004
Skills
Microsoft SQL Server, Microsoft Technologies, vba, powershell, visio, VB.NET, VBScript, ADO.NET, ADO, MDX, sql, HTML, JavaScript, CSS, XML, XMLA, XSLT, WSH, PLC Ladder Logic, PLC Allen Bradley, RS232, PLC Programming, Koyo, Siemens S7-200, UML, Business Analysis, ASP.NET AJAX, HMI Programming, AVG, IIS, SSAS, WinCC, MS Reporting Services, VMS, CMM, Data Modeling, OOP, DDE, DTS, MS Integration Services, problem solving, Troubleshooting, XSL, ASP, ASP.NET, C#, WCF Services, d3.js, SVG
Education
University at Buffalo 1998 — 1998
Electrical Engineering
State University of New York College at Buffalo 1997 — 1997
na, electrical engineering
Deloitte October 2013 - December 2014
The APAK Group January 2013 - October 2013
Deloitte August 2012 - January 2013
Gap Technologies, Inc. February 2012 - August 2012
Audubon Machinery July 2008 - January 2009
Morgan Stanley January 2006 - July 2008
BioScrip August 2005 - January 2006
Cornerstone Consulting March 2005 - August 2005
Sagebrush November 2004 - February 2005
CIM Software May 2004 - October 2004
Skills
Microsoft SQL Server, Microsoft Technologies, vba, powershell, visio, VB.NET, VBScript, ADO.NET, ADO, MDX, sql, HTML, JavaScript, CSS, XML, XMLA, XSLT, WSH, PLC Ladder Logic, PLC Allen Bradley, RS232, PLC Programming, Koyo, Siemens S7-200, UML, Business Analysis, ASP.NET AJAX, HMI Programming, AVG, IIS, SSAS, WinCC, MS Reporting Services, VMS, CMM, Data Modeling, OOP, DDE, DTS, MS Integration Services, problem solving, Troubleshooting, XSL, ASP, ASP.NET, C#, WCF Services, d3.js, SVG
Education
University at Buffalo 1998 — 1998
Electrical Engineering
State University of New York College at Buffalo 1997 — 1997
na, electrical engineering
Johnson A Jr. Johnson A Jr.'s Morgan Stanley Experience March 2014 - Present
Job Financial Advisor at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley March 2014 - Present
Rockwell Securities LLC April 2011 - February 2014
EdLab, Teachers College Columbia University December 2006 - May 2008
Education
State University of New York College at Buffalo 2006 — 2010
Bachelor of Science (B.S.), Economics and Finance
Morgan Stanley March 2014 - Present
Rockwell Securities LLC April 2011 - February 2014
EdLab, Teachers College Columbia University December 2006 - May 2008
Education
State University of New York College at Buffalo 2006 — 2010
Bachelor of Science (B.S.), Economics and Finance
Paul Grande Paul Grande's Morgan Stanley Experience April 1989 - July 2010
Job Financial Advisor, Vice President
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2010 - Present
Morgan Stanley April 1989 - July 2010
Education
State University of New York at New Paltz 1984 — 1986
United States Coast Guard Academy 1981 — 1983
Ameriprise Financial Services, Inc. July 2010 - Present
Morgan Stanley April 1989 - July 2010
Education
State University of New York at New Paltz 1984 — 1986
United States Coast Guard Academy 1981 — 1983
Jennifer Jun's Morgan Stanley Experience July 2009 - July 2011
Job MBA Candidate at Stanford Graduate School of Business
Industry Venture Capital & Private Equity
Experience
Krave Pure Foods, Inc June 2014 - August 2014
Oak Hill Capital August 2011 - August 2013
Morgan Stanley July 2009 - July 2011
Skills
Consumer Products, Food & Beverage, Retail, Private Equity, Due Diligence, Financial Analysis, M&A analysis, Mergers & Acquisitions, Business Strategy, Entrepreneurship, Valuation, Corporate Finance, Strategy
Education
Stanford University Graduate School of Business 2013 — 2015
Master of Business Administration (MBA)
Yale University 2005 — 2009
Bachelor of Arts (B.A.), Economics, Cum Laude
Krave Pure Foods, Inc June 2014 - August 2014
Oak Hill Capital August 2011 - August 2013
Morgan Stanley July 2009 - July 2011
Skills
Consumer Products, Food & Beverage, Retail, Private Equity, Due Diligence, Financial Analysis, M&A analysis, Mergers & Acquisitions, Business Strategy, Entrepreneurship, Valuation, Corporate Finance, Strategy
Education
Stanford University Graduate School of Business 2013 — 2015
Master of Business Administration (MBA)
Yale University 2005 — 2009
Bachelor of Arts (B.A.), Economics, Cum Laude
Mona ElNaggar Mona ElNaggar's Morgan Stanley Experience August 1993 - June 2003
Job Managing Director at The Investment Fund for Foundations
Industry Investment Management
Experience
The Investment Fund for Foundations March 2007 - Present
BE Semiconductor Industries NV April 2012 - Present
Atamanna 2003 - 2007
Morgan Stanley August 1993 - June 2003
Morgan Stanley 1989 - 1991
Skills
Private Equity, Investment Banking, Hedge Funds, Capital Markets, Alternative Investments, Valuation, Corporate Finance, Finance, Mergers & Acquisitions, Fund Of Funds, Investments, Fixed Income, Asset Management, Management, Venture Capital, Emerging Markets
Education
Stanford University Graduate School of Business 1991 — 1993
MBA
University of Chicago 1985 — 1989
BA, Economics
The Investment Fund for Foundations March 2007 - Present
BE Semiconductor Industries NV April 2012 - Present
Atamanna 2003 - 2007
Morgan Stanley August 1993 - June 2003
Morgan Stanley 1989 - 1991
Skills
Private Equity, Investment Banking, Hedge Funds, Capital Markets, Alternative Investments, Valuation, Corporate Finance, Finance, Mergers & Acquisitions, Fund Of Funds, Investments, Fixed Income, Asset Management, Management, Venture Capital, Emerging Markets
Education
Stanford University Graduate School of Business 1991 — 1993
MBA
University of Chicago 1985 — 1989
BA, Economics
Hugh Evans Hugh Evans's Morgan Stanley Experience July 1988 - July 1990
Job VP, Corporate Development & Ventures, 3D Systems Corp.
Industry Venture Capital & Private Equity
Experience
T. Rowe Price August 1992 - December 2013
Morgan Stanley July 1988 - July 1990
Education
Stanford University Graduate School of Business 1990 — 1992
Master of Business Administration (M.B.A.)
The University of Virginia 1984 — 1988
Bachelor’s Degree, Psychology
T. Rowe Price August 1992 - December 2013
Morgan Stanley July 1988 - July 1990
Education
Stanford University Graduate School of Business 1990 — 1992
Master of Business Administration (M.B.A.)
The University of Virginia 1984 — 1988
Bachelor’s Degree, Psychology
Lisa Schifilliti Lisa Schifilliti's Morgan Stanley Experience 1997 - 2008
Job Project Manager at Adapt Telephony Services, LLC
Industry Information Technology and Services
Experience
Adapt Telephony Services, LLC April 2015 - Present
Mental Health Association of NYC October 2014 - April 2015
Hudson Health Plan an MVP Company July 2008 - September 2014
Morgan Stanley 1997 - 2008
Dean Witter 1985 - 2008
Morgan Stanley Dean Witter 1985 - 2008
Skills
Vendor Management, Data Center, Telecommunications, Disaster Recovery, Business Analysis, Interactive Intelligence, Call Center Telephony, Project Management, Information Technology, Integration, PMO, Process Improvement, Visio, Program Management, PMP, Project Portfolio..., IT Management
Education
State University of New York - System
Science & Business
Adapt Telephony Services, LLC April 2015 - Present
Mental Health Association of NYC October 2014 - April 2015
Hudson Health Plan an MVP Company July 2008 - September 2014
Morgan Stanley 1997 - 2008
Dean Witter 1985 - 2008
Morgan Stanley Dean Witter 1985 - 2008
Skills
Vendor Management, Data Center, Telecommunications, Disaster Recovery, Business Analysis, Interactive Intelligence, Call Center Telephony, Project Management, Information Technology, Integration, PMO, Process Improvement, Visio, Program Management, PMP, Project Portfolio..., IT Management
Education
State University of New York - System
Science & Business
Eric Lopaty Eric Lopaty's Morgan Stanley Experience April 2001 - May 2008
Job Independent Software Consultant
Industry Information Technology and Services
Experience
iProfessional February 2015 - Present
Everest National Insurance Company June 2014 - November 2014
R2K August 2008 - April 2014
Morgan Stanley April 2001 - May 2008
Self - Employed February 1998 - April 2001
KPMG Peat Marwick 1995 - 1998
Spantech Software 1990 - 1995
Integrated Computer Systems 1985 - 1990
Rapid Parts 1984 - 1985
Skills
C#, SQL Server, .NET, VB.NET, Visual Studio, XML, Visual Basic, SQL, T-SQL, Sybase, ADO.NET, WinForms, Databases, Application Development, Software Development, Microsoft SQL Server, SOA, Windows, Software Project..., SDLC, Web Services, CRM, Oracle, Requirements Analysis
Education
State University of New York College at Brockport 1982 — 1984
BS
Stony Brook University 1979 — 1982
iProfessional February 2015 - Present
Everest National Insurance Company June 2014 - November 2014
R2K August 2008 - April 2014
Morgan Stanley April 2001 - May 2008
Self - Employed February 1998 - April 2001
KPMG Peat Marwick 1995 - 1998
Spantech Software 1990 - 1995
Integrated Computer Systems 1985 - 1990
Rapid Parts 1984 - 1985
Skills
C#, SQL Server, .NET, VB.NET, Visual Studio, XML, Visual Basic, SQL, T-SQL, Sybase, ADO.NET, WinForms, Databases, Application Development, Software Development, Microsoft SQL Server, SOA, Windows, Software Project..., SDLC, Web Services, CRM, Oracle, Requirements Analysis
Education
State University of New York College at Brockport 1982 — 1984
BS
Stony Brook University 1979 — 1982
Dino Setiawan Dino Setiawan's Morgan Stanley Experience 2008 - August 2011
Job
Industry Financial Services
Experience
Morgan Stanley 2008 - August 2011
Credit Lyonnais Securities Asia (CLSA) 2005 - 2008
ANZ 2003 - 2005
Citibank 2003 - 2003
Macquarie Group 1999 - 2002
Skills
Financial Modeling, Valuation, Financial Analysis, Capital Markets, Investment Banking, Due Diligence, Banking, Finance, Emerging Markets, Equities, Leadership, Financial Structuring, Credit, Corporate Development
Education
Stanford Graduate School of Business 2011 — 2012
Master of Science (MSc)
University of NSW 1996 — 1998
Bcom
Morgan Stanley 2008 - August 2011
Credit Lyonnais Securities Asia (CLSA) 2005 - 2008
ANZ 2003 - 2005
Citibank 2003 - 2003
Macquarie Group 1999 - 2002
Skills
Financial Modeling, Valuation, Financial Analysis, Capital Markets, Investment Banking, Due Diligence, Banking, Finance, Emerging Markets, Equities, Leadership, Financial Structuring, Credit, Corporate Development
Education
Stanford Graduate School of Business 2011 — 2012
Master of Science (MSc)
University of NSW 1996 — 1998
Bcom
Crystal Jones Crystal Jones's Morgan Stanley Experience January 2014 - July 2015
Job Registered Client Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2014 - July 2015
NAV Advisors January 2009 - December 2013
Charlotte County Public Schools August 2003 - August 2007
Skills
Outlook, QuickBooks, Accounts Payable, Peachtree, Tax, PowerPoint, Financial Analysis, Data Entry, Account Reconciliation, Payroll, Accounting, Spreadsheets, Microsoft Excel, Financial Reporting, Bookkeeping, Accounts Receivable, Microsoft Word, Microsoft Office, Administrative..., Expenses, Time Management, Office Management
Education
University of South Florida - College of Business Administration 2009 — 2011
Bachelor Of Accounting, Accounting
State College of Florida-Manatee-Sarasota 2004 — 2008
Associates, Accounting
Morgan Stanley January 2014 - July 2015
NAV Advisors January 2009 - December 2013
Charlotte County Public Schools August 2003 - August 2007
Skills
Outlook, QuickBooks, Accounts Payable, Peachtree, Tax, PowerPoint, Financial Analysis, Data Entry, Account Reconciliation, Payroll, Accounting, Spreadsheets, Microsoft Excel, Financial Reporting, Bookkeeping, Accounts Receivable, Microsoft Word, Microsoft Office, Administrative..., Expenses, Time Management, Office Management
Education
University of South Florida - College of Business Administration 2009 — 2011
Bachelor Of Accounting, Accounting
State College of Florida-Manatee-Sarasota 2004 — 2008
Associates, Accounting
Melissa Bolton Melissa Bolton's Morgan Stanley Experience January 1900 - January 1910
Job Owner & Editor In Chief at The Mogul Mom
Industry Professional Training & Coaching
Experience
The Mogul Mom April 2015 - Present
Melissa Bolton Ink (formerly Designher Brands) November 2010 - Present
Revolutionary Branding April 2009 - Present
Adored Before October 2002 - April 2012
Morgan Stanley January 1900 - January 1910
Skills
Copywriting, Social Networking, Marketing, Entrepreneurship, Small Business, Brand Development, Social Media, Online Marketing, New Business Development, Public Speaking, Creative Direction, Coaching, Facebook, Marketing Communications, Creative Writing, Content Strategy, Press Releases, Customer Service, Photography
Education
State University of New York College at Brockport 1900 — 1904
BS
The Mogul Mom April 2015 - Present
Melissa Bolton Ink (formerly Designher Brands) November 2010 - Present
Revolutionary Branding April 2009 - Present
Adored Before October 2002 - April 2012
Morgan Stanley January 1900 - January 1910
Skills
Copywriting, Social Networking, Marketing, Entrepreneurship, Small Business, Brand Development, Social Media, Online Marketing, New Business Development, Public Speaking, Creative Direction, Coaching, Facebook, Marketing Communications, Creative Writing, Content Strategy, Press Releases, Customer Service, Photography
Education
State University of New York College at Brockport 1900 — 1904
BS
Luiz de Toledo Luiz de Toledo's Morgan Stanley Experience 1986 - 1990
Job Managing Director at SATMAP Inc.
Industry Information Technology and Services
Experience
SATMAP Inc. January 2013 - Present
Savana, Inc. November 2011 - October 2012
OurBond Inc August 2010 - August 2012
Fannie Mae 2002 - 2010
CIBC 2001 - 2002
Overture Technologies 2000 - 2001
Fannie Mae 1996 - 2000
McKinsey & Company 1992 - 1996
Morgan Stanley 1986 - 1990
Skills
Portuguese, Spanish, French, Basic German
Education
Stanford University Graduate School of Business 1990 — 1992
MBA
New York University - Leonard N. Stern School of Business 1983 — 1986
BS, International Business, Economics & French
SATMAP Inc. January 2013 - Present
Savana, Inc. November 2011 - October 2012
OurBond Inc August 2010 - August 2012
Fannie Mae 2002 - 2010
CIBC 2001 - 2002
Overture Technologies 2000 - 2001
Fannie Mae 1996 - 2000
McKinsey & Company 1992 - 1996
Morgan Stanley 1986 - 1990
Skills
Portuguese, Spanish, French, Basic German
Education
Stanford University Graduate School of Business 1990 — 1992
MBA
New York University - Leonard N. Stern School of Business 1983 — 1986
BS, International Business, Economics & French
Suzanne Tonge Suzanne Tonge's Morgan Stanley Experience October 2012 - October 2014
Job Professional Associate
Industry Executive Office
Experience
Ecolab May 2015 - July 2015
Morgan Stanley October 2012 - October 2014
Crossbridge Financial Group April 2011 - July 2012
Citi Smith Barney January 2001 - December 2008
Anicom Inc May 1998 - May 2000
WESCO February 1992 - January 1998
Skills
Administrative Work, Securities, Clerical Skills, Clerical Work, Appointment Scheduling, Receptionist Duties, Accurate Data Entry, Telephone Skills
Education
SUNY at Brockport 1994 — 1997
Bachelor of Science, Communications
State University of New York College at Brockport
Bachelor of Science (B.S.), Communication, General
Ecolab May 2015 - July 2015
Morgan Stanley October 2012 - October 2014
Crossbridge Financial Group April 2011 - July 2012
Citi Smith Barney January 2001 - December 2008
Anicom Inc May 1998 - May 2000
WESCO February 1992 - January 1998
Skills
Administrative Work, Securities, Clerical Skills, Clerical Work, Appointment Scheduling, Receptionist Duties, Accurate Data Entry, Telephone Skills
Education
SUNY at Brockport 1994 — 1997
Bachelor of Science, Communications
State University of New York College at Brockport
Bachelor of Science (B.S.), Communication, General
Ross Nabewaniec Ross Nabewaniec's Morgan Stanley Experience February 2014 - Present
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2014 - Present
New Penn Financial, LLC October 2011 - September 2013
Carthage Federal Savings and Loan Association May 2010 - October 2011
SUNY Brockport January 2009 - May 2010
Carthage Federal Savings and Loan Association May 2009 - August 2009
Skills
Credit, Loans, Management, Finance, Sales, Time Management, Mortgage Lending, Analysis, Refinance, Financial Analysis, Leadership, Customer Service, Marketing, Insurance, Training, Outlook, Microsoft Excel, Strategic Planning, Team Building, Accounting, Coaching, Sales Management
Education
State University of New York College at Brockport 2006 — 2010
BS, Business Administration - Management, AACSB Accredited
Morgan Stanley February 2014 - Present
New Penn Financial, LLC October 2011 - September 2013
Carthage Federal Savings and Loan Association May 2010 - October 2011
SUNY Brockport January 2009 - May 2010
Carthage Federal Savings and Loan Association May 2009 - August 2009
Skills
Credit, Loans, Management, Finance, Sales, Time Management, Mortgage Lending, Analysis, Refinance, Financial Analysis, Leadership, Customer Service, Marketing, Insurance, Training, Outlook, Microsoft Excel, Strategic Planning, Team Building, Accounting, Coaching, Sales Management
Education
State University of New York College at Brockport 2006 — 2010
BS, Business Administration - Management, AACSB Accredited
Frederick Straus Frederick Straus's Morgan Stanley Experience May 2002 - April 2004
Job Legal Advisor at Education Attestation
Industry Legal Services
Experience
Education Attestation 2011 - Present
USAID March 2007 - May 2011
U.S. Department of Education May 2004 - July 2007
Morgan Stanley May 2002 - April 2004
CMS Bureau Francis Lefebvre April 2001 - April 2002
Skills
Legal Research, Legal Advisory, Legal Administration, Student Affairs, Student Counseling, Corporate Governance, Government Contracting, Higher Education, Educational Management, Attorneys, Copyright Registration
Education
Stanford University Law School
Doctor of Law (JD), Law
University of Virginia
Master of Laws (LLM), International Business, Trade, and Tax Law
Education Attestation 2011 - Present
USAID March 2007 - May 2011
U.S. Department of Education May 2004 - July 2007
Morgan Stanley May 2002 - April 2004
CMS Bureau Francis Lefebvre April 2001 - April 2002
Skills
Legal Research, Legal Advisory, Legal Administration, Student Affairs, Student Counseling, Corporate Governance, Government Contracting, Higher Education, Educational Management, Attorneys, Copyright Registration
Education
Stanford University Law School
Doctor of Law (JD), Law
University of Virginia
Master of Laws (LLM), International Business, Trade, and Tax Law
Marko Remec Marko Remec's Morgan Stanley Experience 1980 - 2001
Job Artist
Industry Fine Art
Experience
Lazard 2002 - May 2007
Morgan Stanley 1980 - 2001
Skills
Art, Sculpture, Conceptual Art, Fine Art, Visual Arts, Painting, Public Art, Drawing, Art Exhibitions, Museums, Galleries, Printmaking
Education
Stanford University Graduate School of Business 1982 — 1984
MBA, Finance
Williams College 1976 — 1980
BA, Chemistry and Studio Art
Lazard 2002 - May 2007
Morgan Stanley 1980 - 2001
Skills
Art, Sculpture, Conceptual Art, Fine Art, Visual Arts, Painting, Public Art, Drawing, Art Exhibitions, Museums, Galleries, Printmaking
Education
Stanford University Graduate School of Business 1982 — 1984
MBA, Finance
Williams College 1976 — 1980
BA, Chemistry and Studio Art
Tony Pernice's Morgan Stanley Experience March 1980 - August 2015
Job Fixed Income Professional
Industry Financial Services
Experience
Morgan Stanley March 1980 - August 2015
Skills
Series 7, Fixed Income, Bonds, Bloomberg, Securities, Capital Markets, Investments, Portfolio Management, Hedge Funds
Education
State University of New York at New Paltz 1976 — 1978
Bachelor's Degree, Psychology
State University of New York at New Paltz
Bachelor's degree, Psychology
Morgan Stanley March 1980 - August 2015
Skills
Series 7, Fixed Income, Bonds, Bloomberg, Securities, Capital Markets, Investments, Portfolio Management, Hedge Funds
Education
State University of New York at New Paltz 1976 — 1978
Bachelor's Degree, Psychology
State University of New York at New Paltz
Bachelor's degree, Psychology
Matthew Reukauf Matthew Reukauf's Morgan Stanley Experience November 2000 - July 2001
Job Assistant Portfolio Manager at First Niagara Bank
Industry Banking
Experience
First Niagara Bank March 2012 - Present
Citi March 2010 - March 2012
HSBC Bank USA February 2008 - March 2010
HSBC Bank USA July 2007 - July 2008
Erie Community College March 2006 - July 2007
Buffalo Board of Education July 2002 - July 2007
Cornell University May 2003 - October 2004
Morgan Stanley November 2000 - July 2001
Skills
Credit Analysis, Fixed Income, Derivatives, Investment Banking, Credit Risk, Trading, Credit, Mutual Funds, Bloomberg, Financial Analysis, Banking, Loans, Equities, Series 7, Intex
Education
State University of New York College at Buffalo 2004 — 2006
Master of Science, Education
West Virginia University 1994 — 2000
Bachelor of Arts, Political Science
First Niagara Bank March 2012 - Present
Citi March 2010 - March 2012
HSBC Bank USA February 2008 - March 2010
HSBC Bank USA July 2007 - July 2008
Erie Community College March 2006 - July 2007
Buffalo Board of Education July 2002 - July 2007
Cornell University May 2003 - October 2004
Morgan Stanley November 2000 - July 2001
Skills
Credit Analysis, Fixed Income, Derivatives, Investment Banking, Credit Risk, Trading, Credit, Mutual Funds, Bloomberg, Financial Analysis, Banking, Loans, Equities, Series 7, Intex
Education
State University of New York College at Buffalo 2004 — 2006
Master of Science, Education
West Virginia University 1994 — 2000
Bachelor of Arts, Political Science
Alexa Taubman's Morgan Stanley Experience May 2009 - August 2009
Job Human Resources Manager at First Data Corporation
Industry Banking
Experience
First Data Corporation June 2015 - Present
JPMorgan Chase August 2014 - Present
JPMorgan Chase February 2013 - August 2014
JPMorgan Chase October 2011 - February 2013
JPMorgan Chase August 2010 - October 2011
JPMorgan Chase June 2010 - August 2010
Morgan Stanley May 2009 - August 2009
Morgan Stanley June 2008 - August 2008
Skills
Data Analysis, Human Resources, Interviews, Recruiting, Management, Project Management, Talent Management, Budgets, Deferred Compensation, Finance, Microsoft Excel, SDLC, Risk Management
Education
State University of New York College at Buffalo 2006 — 2010
Bachelor's, Finance
First Data Corporation June 2015 - Present
JPMorgan Chase August 2014 - Present
JPMorgan Chase February 2013 - August 2014
JPMorgan Chase October 2011 - February 2013
JPMorgan Chase August 2010 - October 2011
JPMorgan Chase June 2010 - August 2010
Morgan Stanley May 2009 - August 2009
Morgan Stanley June 2008 - August 2008
Skills
Data Analysis, Human Resources, Interviews, Recruiting, Management, Project Management, Talent Management, Budgets, Deferred Compensation, Finance, Microsoft Excel, SDLC, Risk Management
Education
State University of New York College at Buffalo 2006 — 2010
Bachelor's, Finance
Eglee Vasquez Eglee Vasquez's Morgan Stanley Experience November 2005 - June 2009
Job Developer at Deutsche WertpapierService Bank AG
Industry Information Technology and Services
Experience
Deutsche WertpapierService Bank AG February 2012 - Present
IBM DSS September 2011 - February 2012
Walt Disney Internet Group July 2009 - June 2011
Morgan Stanley November 2005 - June 2009
Szent Istvan University September 2000 - October 2005
Philip Morris International October 1996 - August 2000
RWE npower former North Hungarian Electrical Service January 1996 - September 1996
CORPOELEC April 1994 - June 1995
Ceprochoca 1993 - 1994
Skills
Systems Analysis, Business Analysis, Application Owner, ADABAS, Business Objects, Data Warehousing, Databases, Requirements Analysis, Programming, Application Development, SQL, PL/SQL, Data Modeling, Business Intelligence, JavaScript, Database Design, HTML, Visio, Testing, CSS, Software Project..., Unix, Documentation, MS Project, Software Development, PHP, Analysis, Software Documentation, CRM, ETL, Agile Methodologies
Education
State University 'Lviv Polytechnics' 1987 — 1992
M.Sc. Engineer System Analyst, Computer System
Deutsche WertpapierService Bank AG February 2012 - Present
IBM DSS September 2011 - February 2012
Walt Disney Internet Group July 2009 - June 2011
Morgan Stanley November 2005 - June 2009
Szent Istvan University September 2000 - October 2005
Philip Morris International October 1996 - August 2000
RWE npower former North Hungarian Electrical Service January 1996 - September 1996
CORPOELEC April 1994 - June 1995
Ceprochoca 1993 - 1994
Skills
Systems Analysis, Business Analysis, Application Owner, ADABAS, Business Objects, Data Warehousing, Databases, Requirements Analysis, Programming, Application Development, SQL, PL/SQL, Data Modeling, Business Intelligence, JavaScript, Database Design, HTML, Visio, Testing, CSS, Software Project..., Unix, Documentation, MS Project, Software Development, PHP, Analysis, Software Documentation, CRM, ETL, Agile Methodologies
Education
State University 'Lviv Polytechnics' 1987 — 1992
M.Sc. Engineer System Analyst, Computer System
Carey Christian Carey Christian's Morgan Stanley Experience 2000 - 2011
Job Financial Services Professional
Industry Financial Services
Experience
United Northern Mortgage Bankers, Ltd. October 2011 - April 2012
Morgan Stanley 2000 - 2011
CIBC Oppenheimer September 1998 - August 2000
Morgan Stanley 1990 - 1998
Skills
Equities, Series 7, Fixed Income, Investments, Securities, Bloomberg, Financial Services, Banking, Asset Management, Accounting, Finance, Financial Risk, Leadership, Management, Trading, Underwriting, Public Speaking, Mortgage Lending, Loans, Customer Service, Credit, Bonds
Education
State University of New York College at Buffalo 1983 — 1987
Bachelor of Science (BS), Business Studies
United Northern Mortgage Bankers, Ltd. October 2011 - April 2012
Morgan Stanley 2000 - 2011
CIBC Oppenheimer September 1998 - August 2000
Morgan Stanley 1990 - 1998
Skills
Equities, Series 7, Fixed Income, Investments, Securities, Bloomberg, Financial Services, Banking, Asset Management, Accounting, Finance, Financial Risk, Leadership, Management, Trading, Underwriting, Public Speaking, Mortgage Lending, Loans, Customer Service, Credit, Bonds
Education
State University of New York College at Buffalo 1983 — 1987
Bachelor of Science (BS), Business Studies
Eric Stern Eric Stern's Morgan Stanley Experience 1987 - 1989
Job Portfolio Manager at Capital Group
Industry Investment Management
Experience
Capital Group Companies 1991 - Present
Morgan Stanley 1987 - 1989
Education
Stanford Graduate School of Business 1989 — 1991
MBA
UC Berkeley 1983 — 1987
BS, Business Administration
Capital Group Companies 1991 - Present
Morgan Stanley 1987 - 1989
Education
Stanford Graduate School of Business 1989 — 1991
MBA
UC Berkeley 1983 — 1987
BS, Business Administration
Joseph Whitney Joseph Whitney's Morgan Stanley Experience September 2002 - January 2009
Job Vice PresidentWealth Management, Senior Portfolio ManagerPortfolio Management Program, CERTIFIED FINANCIAL PLANNER(tm)
Industry Financial Services
Experience
UBS Financial Services, Inc. January 2009 - Present
BNI® (Business Network International) October 2012 - June 2015
Morgan Stanley September 2002 - January 2009
Education
State University of New York College at Brockport 2000 — 2002
BS, Business, Management
UBS Financial Services, Inc. January 2009 - Present
BNI® (Business Network International) October 2012 - June 2015
Morgan Stanley September 2002 - January 2009
Education
State University of New York College at Brockport 2000 — 2002
BS, Business, Management
Michael Beecher Michael Beecher's Morgan Stanley Experience February 2000 - October 2005
Job Financial Advisor at Wickham Financial and Insurance Services
Industry Financial Services
Experience
Wickham Financial & Insurance Services October 2015 - Present
LCORE LLC August 2014 - October 2015
J. P. Turner and Company January 2010 - March 2015
New England Financial July 2009 - December 2009
Raymond James & Associates October 2005 - December 2008
Morgan Stanley February 2000 - October 2005
Skills
Mutual Funds, Retirement Planning, Series 7, Wealth Management, Series 63, Small Business, Finance, Securities, Portfolio Management, Financial Planning, Investments, Asset Allocation, Investment Advisory, Asset Management, Alternative Investments, Financial Services
Education
State College of Florida-Manatee-Sarasota 1988 — 1994
AA Degree, Business
University of South Florida 1994 — 1995
Wickham Financial & Insurance Services October 2015 - Present
LCORE LLC August 2014 - October 2015
J. P. Turner and Company January 2010 - March 2015
New England Financial July 2009 - December 2009
Raymond James & Associates October 2005 - December 2008
Morgan Stanley February 2000 - October 2005
Skills
Mutual Funds, Retirement Planning, Series 7, Wealth Management, Series 63, Small Business, Finance, Securities, Portfolio Management, Financial Planning, Investments, Asset Allocation, Investment Advisory, Asset Management, Alternative Investments, Financial Services
Education
State College of Florida-Manatee-Sarasota 1988 — 1994
AA Degree, Business
University of South Florida 1994 — 1995
Mary Kehrli Mary Kehrli's Morgan Stanley Experience September 2003 - May 2005
Job Senior Consultant at Carlisle & Gallagher Consulting Group
Industry Financial Services
Experience
Carlisle & Gallagher Consulting Group October 2013 - Present
Independent Consulting Company January 2012 - January 2013
Bank of America November 2010 - October 2011
Barclays Capital October 2009 - November 2010
Bank of America March 2006 - October 2009
JP Morgan Chase 2005 - 2006
Morgan Stanley September 2003 - May 2005
Bank of New York September 2001 - August 2002
AXA Financial January 1999 - April 2001
KeyCorp August 1998 - January 2001
Skills
Reference Data, Fixed Income, Equities, Capital Markets, Banking, Financial Risk, Trading, Financial Services, Back Office, Risk Management, Middle Office, SDLC, Investment Banking, Credit, Retail Banking, Business Analysis, Finance, Credit Risk, Requirements Gathering, Trading Systems, Relationship Management, Market Risk, Analysis, Investments, Financial Markets, Securities, Portfolio Management, Bloomberg, Market Data, Mutual Funds, Agile Methodologies, AML, Management, Operational Risk, Prime Brokerage, Operational Risk..., Data Analysis, Project Management, Change Management, PMO, Workflow Management, Data Anal, Legacy Conversion, Business Process...
Education
State University of New York - System
BS, Finance
Carlisle & Gallagher Consulting Group October 2013 - Present
Independent Consulting Company January 2012 - January 2013
Bank of America November 2010 - October 2011
Barclays Capital October 2009 - November 2010
Bank of America March 2006 - October 2009
JP Morgan Chase 2005 - 2006
Morgan Stanley September 2003 - May 2005
Bank of New York September 2001 - August 2002
AXA Financial January 1999 - April 2001
KeyCorp August 1998 - January 2001
Skills
Reference Data, Fixed Income, Equities, Capital Markets, Banking, Financial Risk, Trading, Financial Services, Back Office, Risk Management, Middle Office, SDLC, Investment Banking, Credit, Retail Banking, Business Analysis, Finance, Credit Risk, Requirements Gathering, Trading Systems, Relationship Management, Market Risk, Analysis, Investments, Financial Markets, Securities, Portfolio Management, Bloomberg, Market Data, Mutual Funds, Agile Methodologies, AML, Management, Operational Risk, Prime Brokerage, Operational Risk..., Data Analysis, Project Management, Change Management, PMO, Workflow Management, Data Anal, Legacy Conversion, Business Process...
Education
State University of New York - System
BS, Finance
Mayree Clark Mayree Clark's Morgan Stanley Experience June 1981 - December 2005
Job Managing Partner at Eachwin Capital
Industry Investment Management
Experience
Eachwin Capital January 2011 - Present
Ally Financial Inc. June 2009 - Present
Stanford Management Company June 2007 - Present
AEA Holdings January 2006 - January 2008
Morgan Stanley June 1981 - December 2005
Skills
Alternative Investments, Asset Allocation, Asset Management, Business Development, Business Strategy, Capital Markets, Competitive Analysis, Corporate Development, Corporate Finance, Due Diligence, Equities, Equity Research, Finance, Financial Analysis, Financial Modeling, Hedge Funds, Investment Banking, Investment Management, Investments, Management, Mergers, Portfolio Management, Private Equity, Risk Management, Securities, Start-ups, Strategic Planning, Strategy, Valuation, Venture Capital, Mergers & Acquisitions
Education
Stanford University Graduate School of Business 1979 — 1981
Master's degree, Finance and Business Administration
University of Southern California 1974 — 1976
Bachelor's of Science, Business
Eachwin Capital January 2011 - Present
Ally Financial Inc. June 2009 - Present
Stanford Management Company June 2007 - Present
AEA Holdings January 2006 - January 2008
Morgan Stanley June 1981 - December 2005
Skills
Alternative Investments, Asset Allocation, Asset Management, Business Development, Business Strategy, Capital Markets, Competitive Analysis, Corporate Development, Corporate Finance, Due Diligence, Equities, Equity Research, Finance, Financial Analysis, Financial Modeling, Hedge Funds, Investment Banking, Investment Management, Investments, Management, Mergers, Portfolio Management, Private Equity, Risk Management, Securities, Start-ups, Strategic Planning, Strategy, Valuation, Venture Capital, Mergers & Acquisitions
Education
Stanford University Graduate School of Business 1979 — 1981
Master's degree, Finance and Business Administration
University of Southern California 1974 — 1976
Bachelor's of Science, Business
Gene Frantz Gene Frantz's Morgan Stanley Experience 1995 - 1998
Job General Partner at Google Capital
Industry Venture Capital & Private Equity
Experience
Google May 2013 - Present
TPG Capital 1999 - 2012
Oracle February 1998 - October 1999
Morgan Stanley 1995 - 1998
Skills
Private Equity, Venture Capital, Corporate Development, Mergers, Due Diligence, Valuation, Corporate Finance, Investment Banking, M&A experience, Start-ups, Financial Modeling, LBO, Investments, Restructuring, Business Strategy, Entrepreneurship, Strategy, Executive Management, Strategic Partnerships
Education
Stanford University Graduate School of Business 1992 — 1994
Master of Business Administration (MBA)
University of California, Berkeley 1984 — 1988
Bachelor of Science (B.S.)
Google May 2013 - Present
TPG Capital 1999 - 2012
Oracle February 1998 - October 1999
Morgan Stanley 1995 - 1998
Skills
Private Equity, Venture Capital, Corporate Development, Mergers, Due Diligence, Valuation, Corporate Finance, Investment Banking, M&A experience, Start-ups, Financial Modeling, LBO, Investments, Restructuring, Business Strategy, Entrepreneurship, Strategy, Executive Management, Strategic Partnerships
Education
Stanford University Graduate School of Business 1992 — 1994
Master of Business Administration (MBA)
University of California, Berkeley 1984 — 1988
Bachelor of Science (B.S.)
William Reid's Morgan Stanley Experience March 1992 - February 2000
Job Senior Managing Director at Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners October 2012 - Present
RREEF Infrastructure September 2010 - October 2012
Chartwell Investments September 2001 - August 2010
Morgan Stanley March 1992 - February 2000
Skills
Private Equity, Asset Managment, Investments, Portfolio Management, Financial Modeling, Alternative Investments, Valuation, Due Diligence, Financial Analysis, Venture Capital, LBO, Investment Banking, Investment Management, Bloomberg, Hedge Funds, Capital Markets, Investor Relations, Equities, Finance, Corporate Finance, Mergers, Fixed Income, Financial Structuring, Corporate Development, Leveraged Finance, Project Finance, Series 7
Education
Stanford Graduate School of Business 1978 — 1980
Master of Business Administration (M.B.A.), Finance, General
Yale University 1974 — 1978
Bachelor of Arts (B.A.), History
Guggenheim Partners October 2012 - Present
RREEF Infrastructure September 2010 - October 2012
Chartwell Investments September 2001 - August 2010
Morgan Stanley March 1992 - February 2000
Skills
Private Equity, Asset Managment, Investments, Portfolio Management, Financial Modeling, Alternative Investments, Valuation, Due Diligence, Financial Analysis, Venture Capital, LBO, Investment Banking, Investment Management, Bloomberg, Hedge Funds, Capital Markets, Investor Relations, Equities, Finance, Corporate Finance, Mergers, Fixed Income, Financial Structuring, Corporate Development, Leveraged Finance, Project Finance, Series 7
Education
Stanford Graduate School of Business 1978 — 1980
Master of Business Administration (M.B.A.), Finance, General
Yale University 1974 — 1978
Bachelor of Arts (B.A.), History
Donna Hayes Donna Hayes's Morgan Stanley Experience January 1999 - May 2001
Job Director at IntercontinentalExchange/NYSE
Industry Financial Services
Experience
IntercontinentalExchange, Inc. April 2002 - Present
Morgan Stanley January 1999 - May 2001
Skills
Capital Markets, Investor Relations, Equities, Securities, IPO, Market Data, Electronic Trading, Derivatives, Financial Markets, Bloomberg, Financial Analysis, Fixed Income
Education
State University of New York at New Paltz 1992 — 1996
IntercontinentalExchange, Inc. April 2002 - Present
Morgan Stanley January 1999 - May 2001
Skills
Capital Markets, Investor Relations, Equities, Securities, IPO, Market Data, Electronic Trading, Derivatives, Financial Markets, Bloomberg, Financial Analysis, Fixed Income
Education
State University of New York at New Paltz 1992 — 1996
Allyson (LaGreco) Hulsmann Allyson (LaGreco) Hulsmann's Morgan Stanley Experience November 2013 - Present
Job Assistant Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2013 - Present
Morgan Stanley Smith Barney August 2005 - October 2013
Yoga Effects April 2008 - August 2010
Citigroup Asset Management January 2005 - September 2005
Skills
Hedge Funds, Equities, Fixed Income, Asset Management, Alternative Investments, Management, Series 7, Investments, Portfolio Management, Financial Services
Education
State University of New York College at Cortland 1998 — 2002
Bachelors, Health Science
State University of New York College at Cortland 1998 — 2002
Bachelor's degree, Health Services/Allied Health/Health Sciences, General
Morgan Stanley November 2013 - Present
Morgan Stanley Smith Barney August 2005 - October 2013
Yoga Effects April 2008 - August 2010
Citigroup Asset Management January 2005 - September 2005
Skills
Hedge Funds, Equities, Fixed Income, Asset Management, Alternative Investments, Management, Series 7, Investments, Portfolio Management, Financial Services
Education
State University of New York College at Cortland 1998 — 2002
Bachelors, Health Science
State University of New York College at Cortland 1998 — 2002
Bachelor's degree, Health Services/Allied Health/Health Sciences, General
Shilpi Somaya Gowda's Morgan Stanley Experience 1992 - 1994
Job Strategic Advisor, Retail & Consumer Industry
Industry Retail
Experience
Sage Intelligence Group September 2001 - Present
Children's Defense Fund February 2008 - December 2010
Guru.com (acquired by Unicru, Kronos) 1999 - 2001
HomeChef (Viking Range Corporation) 1996 - 1999
McKinsey & Company 1995 - 1995
Morgan Stanley 1992 - 1994
Education
Stanford University Graduate School of Business 1994 — 1996
MBA
University of North Carolina at Chapel Hill 1988 — 1992
BA, Economics
Sage Intelligence Group September 2001 - Present
Children's Defense Fund February 2008 - December 2010
Guru.com (acquired by Unicru, Kronos) 1999 - 2001
HomeChef (Viking Range Corporation) 1996 - 1999
McKinsey & Company 1995 - 1995
Morgan Stanley 1992 - 1994
Education
Stanford University Graduate School of Business 1994 — 1996
MBA
University of North Carolina at Chapel Hill 1988 — 1992
BA, Economics
Robert Spicer's Morgan Stanley Experience January 1992 - April 2006
Job Executive Vice President at First Financial Equity Corporation
Industry Financial Services
Experience
First Financial Equity Corporation October 2006 - Present
Morgan Stanley January 1992 - April 2006
Dean Witter January 1992 - June 1997
Cohig and Associates, Stockbroker 1991 - 1992
Spicer Real Estate-Aspen 1988 - 1991
Skills
Alternative Investments, Mutual Funds, Asset Allocation, Strategic Financial..., Investment Management, Bonds, Managed Futures, Stocks, Structured Products, Series 7, Wealth Management, ETFs, ERISA 408 (g) ..., UMA
Education
Syracuse University 1982 — 1982
State University of New York College at Cortland 1977 — 1981
First Financial Equity Corporation October 2006 - Present
Morgan Stanley January 1992 - April 2006
Dean Witter January 1992 - June 1997
Cohig and Associates, Stockbroker 1991 - 1992
Spicer Real Estate-Aspen 1988 - 1991
Skills
Alternative Investments, Mutual Funds, Asset Allocation, Strategic Financial..., Investment Management, Bonds, Managed Futures, Stocks, Structured Products, Series 7, Wealth Management, ETFs, ERISA 408 (g) ..., UMA
Education
Syracuse University 1982 — 1982
State University of New York College at Cortland 1977 — 1981
Stuart J. Epstein Stuart J. Epstein's Morgan Stanley Experience 1984 - 2011
Job CoManaging Partner, Evolution Media Capital at Creative Artists Agency
Industry Entertainment
Experience
Creative Artists Agency September 2015 - Present
NBCUniversal, Inc. 2011 - 2014
Morgan Stanley 1984 - 2011
Skills
Due Diligence, Business Strategy, Mergers & Acquisitions, Financial Modeling, Corporate Development, Financial Analysis, Private Equity, Corporate Finance, Asset Management, Equities, Valuation, Investment Banking, Start-ups, Venture Capital, Strategy, Competitive Analysis, Mergers, Capital Markets, Finance, Emerging Markets, Securities, Investments, Restructuring, Alternative Investments, Strategic Financial..., Hedge Funds, M&A experience
Education
Stanford University Graduate School of Business 1986 — 1988
MBA
University of Pennsylvania - The Wharton School 1980 — 1984
BS, Economics
Creative Artists Agency September 2015 - Present
NBCUniversal, Inc. 2011 - 2014
Morgan Stanley 1984 - 2011
Skills
Due Diligence, Business Strategy, Mergers & Acquisitions, Financial Modeling, Corporate Development, Financial Analysis, Private Equity, Corporate Finance, Asset Management, Equities, Valuation, Investment Banking, Start-ups, Venture Capital, Strategy, Competitive Analysis, Mergers, Capital Markets, Finance, Emerging Markets, Securities, Investments, Restructuring, Alternative Investments, Strategic Financial..., Hedge Funds, M&A experience
Education
Stanford University Graduate School of Business 1986 — 1988
MBA
University of Pennsylvania - The Wharton School 1980 — 1984
BS, Economics
jim tschudy jim tschudy's Morgan Stanley Experience September 1999 - August 2000
Job Analyst at Trilogy Global Advisors
Industry Financial Services
Experience
Trilogy Global Advisors August 2000 - Present
BPI Global Asset Management August 2000 - July 2005
Morgan Stanley September 1999 - August 2000
Skills
Equities, Capital Markets, Hedge Funds, Bloomberg, Investments, Valuation, Asset Management, Financial Modeling, Portfolio Management, Fixed Income, Equity Research, Investment Banking
Education
SUNY New Paltz 1989 — 1993
BS, Business Admin
Trilogy Global Advisors August 2000 - Present
BPI Global Asset Management August 2000 - July 2005
Morgan Stanley September 1999 - August 2000
Skills
Equities, Capital Markets, Hedge Funds, Bloomberg, Investments, Valuation, Asset Management, Financial Modeling, Portfolio Management, Fixed Income, Equity Research, Investment Banking
Education
SUNY New Paltz 1989 — 1993
BS, Business Admin
Kingsley Beer Kingsley Beer's Morgan Stanley Experience July 2013 - May 2014
Job Stanford Graduate School of Business MBA Candidate
Industry Financial Services
Experience
Grand Rounds, Inc. June 2015 - August 2015
Morgan Stanley July 2013 - May 2014
Morgan Stanley June 2011 - July 2013
Education
Stanford University Graduate School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
University of Virginia 2007 — 2011
Bachelor of Science (BSc), Finance and Marketing
Grand Rounds, Inc. June 2015 - August 2015
Morgan Stanley July 2013 - May 2014
Morgan Stanley June 2011 - July 2013
Education
Stanford University Graduate School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
University of Virginia 2007 — 2011
Bachelor of Science (BSc), Finance and Marketing
Leo Haggerty Leo Haggerty's Morgan Stanley Experience 1999 - 2001
Job Business Professional: Commercial Lending | Financial Analysis | Market Research | Public Relations
Industry Banking
Experience
Bank of America 2010 - 2015
Independent Financial Planner 2007 - 2009
HSBC 2006 - 2007
AXA Advisors 2002 - 2006
Morgan Stanley 1999 - 2001
M&T Bank 1997 - 1999
HSBC 1991 - 1997
Skills
Banking, Credit, Loans, Retail Banking, Commercial Banking, Credit Analysis, Credit Risk, Mortgage Lending, Portfolio Management, Consumer Lending, Risk Management, Risk Analysis, Supervision, Management, Team Leadership, Client Relationship..., Market Research, Public Speaking, Market Development, Sales Prospecting
Education
State University of New York College at Buffalo
B.S. Humanities
University at Buffalo
MBA Finance Concentration
Bank of America 2010 - 2015
Independent Financial Planner 2007 - 2009
HSBC 2006 - 2007
AXA Advisors 2002 - 2006
Morgan Stanley 1999 - 2001
M&T Bank 1997 - 1999
HSBC 1991 - 1997
Skills
Banking, Credit, Loans, Retail Banking, Commercial Banking, Credit Analysis, Credit Risk, Mortgage Lending, Portfolio Management, Consumer Lending, Risk Management, Risk Analysis, Supervision, Management, Team Leadership, Client Relationship..., Market Research, Public Speaking, Market Development, Sales Prospecting
Education
State University of New York College at Buffalo
B.S. Humanities
University at Buffalo
MBA Finance Concentration
Gustavo Schwed Gustavo Schwed's Morgan Stanley Experience 1998 - 2004
Job Clinical Professor of Finance at NYU Stern School of Business
Industry
Experience
NYU Stern School of Business January 2015 - Present
Swarthmore College 2010 - Present
NYU Stern School of Business 2013 - December 2014
Decision Resources 2011 - 2012
Grupo Torresur 2011 - 2012
TDC 2006 - 2012
Providence Equity Partners 2004 - 2012
Phones 4u 2006 - 2011
Morgan Stanley 1998 - 2004
Bassini Playfair Wright 1995 - 1998
Skills
Venture Capital, Private Equity, Emerging Markets, Financial Modeling, Valuation, Management, Mergers & Acquisitions, Corporate Finance, Due Diligence, Investment Banking, Finance, Microsoft Word, Business Strategy, Capital Markets, Investments, Economics, Microsoft Excel, Mutual Funds
Education
Stanford University Graduate School of Business 1986 — 1988
Master of Business Administration (MBA)
Swarthmore College 1980 — 1984
Bachelor of Arts (BA), Economics
NYU Stern School of Business January 2015 - Present
Swarthmore College 2010 - Present
NYU Stern School of Business 2013 - December 2014
Decision Resources 2011 - 2012
Grupo Torresur 2011 - 2012
TDC 2006 - 2012
Providence Equity Partners 2004 - 2012
Phones 4u 2006 - 2011
Morgan Stanley 1998 - 2004
Bassini Playfair Wright 1995 - 1998
Skills
Venture Capital, Private Equity, Emerging Markets, Financial Modeling, Valuation, Management, Mergers & Acquisitions, Corporate Finance, Due Diligence, Investment Banking, Finance, Microsoft Word, Business Strategy, Capital Markets, Investments, Economics, Microsoft Excel, Mutual Funds
Education
Stanford University Graduate School of Business 1986 — 1988
Master of Business Administration (MBA)
Swarthmore College 1980 — 1984
Bachelor of Arts (BA), Economics
Jamie Blistein Jamie Blistein's Morgan Stanley Experience June 2014 - August 2014
Job Risk Assurance Intern at PwC
Industry Accounting
Experience
PwC June 2015 - July 2015
Morgan Stanley June 2014 - August 2014
Rosenblatt, Levittan, Vulpis , Goetz & Co. LLP July 2013 - January 2014
Skills
Team Leadership, Accounting, Management, Time Management, Teamwork, Organization, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, QuickBooks, Research
Education
State University of New York at Buffalo - School of Management 2015 — 2016
Master’s Degree, Accounting
State University of New York at Buffalo - School of Management 2011 — 2015
Bachelor’s Degree, Accounting
PwC June 2015 - July 2015
Morgan Stanley June 2014 - August 2014
Rosenblatt, Levittan, Vulpis , Goetz & Co. LLP July 2013 - January 2014
Skills
Team Leadership, Accounting, Management, Time Management, Teamwork, Organization, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, QuickBooks, Research
Education
State University of New York at Buffalo - School of Management 2015 — 2016
Master’s Degree, Accounting
State University of New York at Buffalo - School of Management 2011 — 2015
Bachelor’s Degree, Accounting
Emily Baldwin Emily Baldwin's Morgan Stanley Experience June 2010 - July 2012
Job Associate Brand Manager at Pepperidge Farm
Industry Marketing and Advertising
Experience
Pepperidge Farm August 2015 - Present
Stanford Graduate School of Business August 2013 - Present
Globe Telecom August 2014 - September 2014
Big Heart Pet Brands June 2014 - August 2014
Morgan Stanley Wealth Management July 2012 - August 2013
Morgan Stanley June 2010 - July 2012
Morgan Stanley June 2009 - August 2009
Caterpillar Financial January 2009 - May 2009
Morgan Stanley June 2008 - August 2008
BlessingWhite May 2007 - August 2007
Skills
Bloomberg, Financial Modeling, Corporate Finance, Financial Analysis, Valuation, Equities, Asset Allocation, Investment Banking, Equity Capital Markets, Capital Markets, Due Diligence, Alternative Investments
Education
Stanford University Graduate School of Business 2013 — 2015
Master of Business Administration (MBA)
Vanderbilt University 2006 — 2010
BS, Human and Organizational Development; Managerial Studies
The Lawrenceville School 2002 — 2006
Pepperidge Farm August 2015 - Present
Stanford Graduate School of Business August 2013 - Present
Globe Telecom August 2014 - September 2014
Big Heart Pet Brands June 2014 - August 2014
Morgan Stanley Wealth Management July 2012 - August 2013
Morgan Stanley June 2010 - July 2012
Morgan Stanley June 2009 - August 2009
Caterpillar Financial January 2009 - May 2009
Morgan Stanley June 2008 - August 2008
BlessingWhite May 2007 - August 2007
Skills
Bloomberg, Financial Modeling, Corporate Finance, Financial Analysis, Valuation, Equities, Asset Allocation, Investment Banking, Equity Capital Markets, Capital Markets, Due Diligence, Alternative Investments
Education
Stanford University Graduate School of Business 2013 — 2015
Master of Business Administration (MBA)
Vanderbilt University 2006 — 2010
BS, Human and Organizational Development; Managerial Studies
The Lawrenceville School 2002 — 2006
Linda Riefler Linda Riefler's Morgan Stanley Experience 1987 - 2013
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley 1987 - 2013
Morgan Stanley 2008 - 2012
Morgan Stanley 2005 - 2008
Skills
Fixed Income, Capital Markets, Equities, Series 7, Investments, Mutual Funds, Securities, Portfolio Management, Series 63, Financial Modeling, Hedge Funds, Hogan Assessments, Coaching and Leadership..., Resilience and High..., Emergent Strategy..., Public Boards, Not for Profit Boards
Education
Stanford University Graduate School of Business 1985 — 1987
Master of Business Administration (MBA)
Princeton University Princeton NJ 1979 — 1983
Bachelor's degree, Economics
Choate Rosemary hall 1976 — 1979
Morgan Stanley 1987 - 2013
Morgan Stanley 2008 - 2012
Morgan Stanley 2005 - 2008
Skills
Fixed Income, Capital Markets, Equities, Series 7, Investments, Mutual Funds, Securities, Portfolio Management, Series 63, Financial Modeling, Hedge Funds, Hogan Assessments, Coaching and Leadership..., Resilience and High..., Emergent Strategy..., Public Boards, Not for Profit Boards
Education
Stanford University Graduate School of Business 1985 — 1987
Master of Business Administration (MBA)
Princeton University Princeton NJ 1979 — 1983
Bachelor's degree, Economics
Choate Rosemary hall 1976 — 1979
Asef Qayyum's Morgan Stanley Experience February 2015 - May 2015
Job Financial Analyst, FP&A at First Niagara Bank
Industry Financial Services
Experience
First Niagara Bank May 2015 - Present
Morgan Stanley February 2015 - May 2015
University at Buffalo August 2013 - February 2015
University at Buffalo August 2013 - January 2015
University at Buffalo November 2013 - April 2014
Skills
Teamwork, Microsoft Excel, Data Analysis, Essbase, Financial Analysis, Hyperion, Accounting, Microsoft Office, Microsoft Word, Financial Reporting, Leadership, Risk Management, Oracle, Access, Finance, SQL, DBMS, Statistics, Financial Modeling, Analysis, Time Management, PowerPoint, Public Speaking, Customer Service, Management Accounting, Problem Solving, Outlook, Teaching, Management, Research
Education
State University of New York at Buffalo - School of Management 2012 — 2015
Bachelor of Science (BSc)
First Niagara Bank May 2015 - Present
Morgan Stanley February 2015 - May 2015
University at Buffalo August 2013 - February 2015
University at Buffalo August 2013 - January 2015
University at Buffalo November 2013 - April 2014
Skills
Teamwork, Microsoft Excel, Data Analysis, Essbase, Financial Analysis, Hyperion, Accounting, Microsoft Office, Microsoft Word, Financial Reporting, Leadership, Risk Management, Oracle, Access, Finance, SQL, DBMS, Statistics, Financial Modeling, Analysis, Time Management, PowerPoint, Public Speaking, Customer Service, Management Accounting, Problem Solving, Outlook, Teaching, Management, Research
Education
State University of New York at Buffalo - School of Management 2012 — 2015
Bachelor of Science (BSc)
Sharla Carey Sharla Carey's Morgan Stanley Experience 2003 - 2010
Job Vice President at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs 2015 - Present
Goldman Sachs 2010 - 2015
Morgan Stanley 2003 - 2010
Morgan Stanley 1998 - 2003
Morgan Stanley 1994 - 1998
Skills
Fixed Income, Risk Management, Financial Analysis, Financial Modeling, Trading Systems, Capital Markets, Investment Banking, Hedge Funds, Alternative Investments, Bloomberg, Equities, Financial Reporting, Business Analysis, Finance, Financial Services, Management
Education
State University of New York at New Paltz
Bachelor’s Degree, Finance
Goldman Sachs 2015 - Present
Goldman Sachs 2010 - 2015
Morgan Stanley 2003 - 2010
Morgan Stanley 1998 - 2003
Morgan Stanley 1994 - 1998
Skills
Fixed Income, Risk Management, Financial Analysis, Financial Modeling, Trading Systems, Capital Markets, Investment Banking, Hedge Funds, Alternative Investments, Bloomberg, Equities, Financial Reporting, Business Analysis, Finance, Financial Services, Management
Education
State University of New York at New Paltz
Bachelor’s Degree, Finance
Colin J. Healy, AIF, CIMA Colin J. Healy, AIF, CIMA's Morgan Stanley Experience May 2001 - November 2008
Job Executive Director, Head of GIS Business Development at HighTower
Industry Financial Services
Experience
HighTower January 2012 - Present
HighTower January 2011 - December 2011
HighTower November 2008 - December 2010
Morgan Stanley May 2001 - November 2008
Skills
Alternative Investments, Investment Advisory..., Restricted Stock, Series 7, Wealth Management, Investment Advisory, Asset Allocation, Hedge Funds, Investments, Wealth Management..., Asset Managment
Education
State University of New York College at Buffalo 1998 — 2003
BS/MBA, Financial Analysis, Corporate Finance
HighTower January 2012 - Present
HighTower January 2011 - December 2011
HighTower November 2008 - December 2010
Morgan Stanley May 2001 - November 2008
Skills
Alternative Investments, Investment Advisory..., Restricted Stock, Series 7, Wealth Management, Investment Advisory, Asset Allocation, Hedge Funds, Investments, Wealth Management..., Asset Managment
Education
State University of New York College at Buffalo 1998 — 2003
BS/MBA, Financial Analysis, Corporate Finance
Elise Kroll Elise Kroll's Morgan Stanley Experience April 2012 - September 2014
Job PeopleOps Analyst at New Relic, Inc.
Industry Human Resources
Experience
New Relic, Inc. April 2015 - Present
The Trust for Public Land September 2014 - April 2015
Morgan Stanley April 2012 - September 2014
M&T Bank March 2011 - May 2011
SUNY Geneseo Residence Life August 2007 - December 2008
Skills
Mathematica, Mathematical Modeling, Microsoft Excel, Data Analysis, Microsoft Office, Loans, Statistics
Education
State University of New York College at Buffalo 2010 — 2011
M.S., Applied Mathematics
State University of New York College at Geneseo 2006 — 2010
B.A., Mathematics
University of Canterbury 2009 — 2009
International Exchange Student in Christchurch, New Zealand
New Relic, Inc. April 2015 - Present
The Trust for Public Land September 2014 - April 2015
Morgan Stanley April 2012 - September 2014
M&T Bank March 2011 - May 2011
SUNY Geneseo Residence Life August 2007 - December 2008
Skills
Mathematica, Mathematical Modeling, Microsoft Excel, Data Analysis, Microsoft Office, Loans, Statistics
Education
State University of New York College at Buffalo 2010 — 2011
M.S., Applied Mathematics
State University of New York College at Geneseo 2006 — 2010
B.A., Mathematics
University of Canterbury 2009 — 2009
International Exchange Student in Christchurch, New Zealand
Michelli Vieira's Morgan Stanley Experience October 2015 - Present
Job Wealth Management, Financial Services
Industry Financial Services
Experience
Morgan Stanley October 2015 - Present
Worldwide Supply August 2014 - September 2015
In transition: from Tampa FL to Stamford CT March 2014 - August 2014
Surplus Switching, Inc. - Industry: Telecommunications May 2012 - March 2014
Surplus Switching Inc March 2011 - May 2012
Bloomberg Finance L.P. - Industry: Financial Services April 2009 - March 2011
Bloomberg LP June 2007 - April 2009
PICS Telecom - Industry: Telecommunications May 2006 - December 2006
Nufarm - (Previously Agripec) - Industry: Agrochemicals & Pesticides January 2003 - December 2004
Skills
Business Development, Networking, Management, New Business Development, Business Strategy, Sales Management, Entrepreneurship, Financial Markets, Bloomberg Terminal, Fixed Income Products, International Sales, Project Management, Market Data, Credit Derivatives, Cisco Routers, Asset Life Cycle..., Juniper Technologies, Network Hardware, Optical Devices, Contract Negotiation, Sales
Education
State University of New York College at Brockport 2005 — 2007
Bachelor's Degree, International Business & Economics, 3.21
Universidade de Fortaleza 2003 — 2004
Transferred to SUNY Brockport, Foreign Trade
Morgan Stanley October 2015 - Present
Worldwide Supply August 2014 - September 2015
In transition: from Tampa FL to Stamford CT March 2014 - August 2014
Surplus Switching, Inc. - Industry: Telecommunications May 2012 - March 2014
Surplus Switching Inc March 2011 - May 2012
Bloomberg Finance L.P. - Industry: Financial Services April 2009 - March 2011
Bloomberg LP June 2007 - April 2009
PICS Telecom - Industry: Telecommunications May 2006 - December 2006
Nufarm - (Previously Agripec) - Industry: Agrochemicals & Pesticides January 2003 - December 2004
Skills
Business Development, Networking, Management, New Business Development, Business Strategy, Sales Management, Entrepreneurship, Financial Markets, Bloomberg Terminal, Fixed Income Products, International Sales, Project Management, Market Data, Credit Derivatives, Cisco Routers, Asset Life Cycle..., Juniper Technologies, Network Hardware, Optical Devices, Contract Negotiation, Sales
Education
State University of New York College at Brockport 2005 — 2007
Bachelor's Degree, International Business & Economics, 3.21
Universidade de Fortaleza 2003 — 2004
Transferred to SUNY Brockport, Foreign Trade
Howard Crockett III, CMFC, CLTC Howard Crockett III, CMFC, CLTC's Morgan Stanley Experience 2000 - 2002
Job Regional VP Sales at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial 2013 - Present
Genworth Financial 2013 - October 2013
Jackson National Life 2011 - 2013
Dreyfus 2008 - 2011
OppenheimerFunds Inc 2002 - 2008
OppenheimerFunds 2003 - 2007
Morgan Stanley 2000 - 2002
JP Morgan Chase 1999 - 2000
The Chase Manhattan Bank 1996 - 1999
Skills
Series 7, Series 66, Public Speaking, Conflict Resolution, Time Management, Investments, Financial Advisory, Mutual Funds, Annuities, Asset Allocation, Alternative Investments, 401k, Retirement Planning, Separately Managed..., Retirement, Investment Strategies, Investment Advisory, Consultative Selling, Securities, Wholesaling, Bonds, Fixed Income, Equities, Managed Accounts, Financial Markets, Sales Management, New Business Development, Banking, Customer Relations, Customer Service, Salesforce.com, Marketing Strategy, Leadership, Long Term Care Insurance, Uniform Combined State..., Fixed Annuities, Selling, Life Insurance, Strategic Financial..., Sales, Financial Planning
Education
State University of New York - System 1992 — 1997
Chemistry / Education
Amityville
Nationwide Financial 2013 - Present
Genworth Financial 2013 - October 2013
Jackson National Life 2011 - 2013
Dreyfus 2008 - 2011
OppenheimerFunds Inc 2002 - 2008
OppenheimerFunds 2003 - 2007
Morgan Stanley 2000 - 2002
JP Morgan Chase 1999 - 2000
The Chase Manhattan Bank 1996 - 1999
Skills
Series 7, Series 66, Public Speaking, Conflict Resolution, Time Management, Investments, Financial Advisory, Mutual Funds, Annuities, Asset Allocation, Alternative Investments, 401k, Retirement Planning, Separately Managed..., Retirement, Investment Strategies, Investment Advisory, Consultative Selling, Securities, Wholesaling, Bonds, Fixed Income, Equities, Managed Accounts, Financial Markets, Sales Management, New Business Development, Banking, Customer Relations, Customer Service, Salesforce.com, Marketing Strategy, Leadership, Long Term Care Insurance, Uniform Combined State..., Fixed Annuities, Selling, Life Insurance, Strategic Financial..., Sales, Financial Planning
Education
State University of New York - System 1992 — 1997
Chemistry / Education
Amityville
Anastasia Ondek Anastasia Ondek's Morgan Stanley Experience May 2014 - Present
Job First Vice President | Associate Regional Risk Officer at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2014 - Present
Morgan Stanley October 2012 - April 2014
Morgan Stanley Smith Barney October 2011 - February 2013
Morgan Stanley Smith Barney March 2010 - October 2011
Morgan Stanley Smith Barney July 2004 - March 2010
Education
SUNY Fredonia 1998 — 2002
BFA, Acting
Morgan Stanley May 2014 - Present
Morgan Stanley October 2012 - April 2014
Morgan Stanley Smith Barney October 2011 - February 2013
Morgan Stanley Smith Barney March 2010 - October 2011
Morgan Stanley Smith Barney July 2004 - March 2010
Education
SUNY Fredonia 1998 — 2002
BFA, Acting
Mark Parziale Mark Parziale's Morgan Stanley Experience 2004 - 2008
Job eCommerce Sr. Systems Engineer / Lead
Industry Information Technology and Services
Experience
Synchrony Financial September 2013 - Present
eBay July 2009 - August 2013
Gartner 2008 - 2009
Morgan Stanley 2004 - 2008
VitalWorks 2003 - 2004
AOL Time Warner 2000 - 2003
Circle.com 1999 - 2000
Keane, Inc. 1997 - 1999
PepsiCo - Pepsi Beverages Company 1994 - 1997
Skills
Program Management, SDLC, Business Intelligence, Software Development, Agile Methodologies, Software Project..., Requirements Analysis, Integration, Business Analysis, XML, Vendor Management, IT Strategy, SQL, Scrum, Databases, Project Management, Microsoft SQL Server, Data Warehousing, Product Management, Web Services, Process Improvement, IT Management, DB2, E-commerce, Agile Project Management, Cross-functional Team..., Enterprise Architecture, SaaS, Leadership, Perl, Software Engineering, Java Enterprise Edition, Unix
Education
State University of New York at New Paltz
B.S., Computer Science
Synchrony Financial September 2013 - Present
eBay July 2009 - August 2013
Gartner 2008 - 2009
Morgan Stanley 2004 - 2008
VitalWorks 2003 - 2004
AOL Time Warner 2000 - 2003
Circle.com 1999 - 2000
Keane, Inc. 1997 - 1999
PepsiCo - Pepsi Beverages Company 1994 - 1997
Skills
Program Management, SDLC, Business Intelligence, Software Development, Agile Methodologies, Software Project..., Requirements Analysis, Integration, Business Analysis, XML, Vendor Management, IT Strategy, SQL, Scrum, Databases, Project Management, Microsoft SQL Server, Data Warehousing, Product Management, Web Services, Process Improvement, IT Management, DB2, E-commerce, Agile Project Management, Cross-functional Team..., Enterprise Architecture, SaaS, Leadership, Perl, Software Engineering, Java Enterprise Edition, Unix
Education
State University of New York at New Paltz
B.S., Computer Science
Herman Bernal, CISA, CFE Herman Bernal, CISA, CFE's Morgan Stanley Experience 1999 - 2003
Job Senior Vice President at Citi
Industry Financial Services
Experience
Citi 2003 - Present
Citi 2003 - Present
Morgan Stanley 1999 - 2003
AXA Equitable 1994 - 1997
KPMG 1990 - 1994
Skills
Data Analytics, Application Audit, AML, Internal Audit, Enterprise Risk..., IT Audit, Risk Management, CISA, Financial Analysis, Sarbanes-Oxley Act, Sarbanes-Oxley, COBIT, Financial Risk, SAS70, Auditing, Fraud, Operational Risk, Operational Risk..., Financial Services, Internal Controls, Process Improvement, Banking
Education
State University of New York at Buffalo - School of Management 1986 — 1990
BS, Business
University at Buffalo 1986 — 1990
BS, Management
Citi 2003 - Present
Citi 2003 - Present
Morgan Stanley 1999 - 2003
AXA Equitable 1994 - 1997
KPMG 1990 - 1994
Skills
Data Analytics, Application Audit, AML, Internal Audit, Enterprise Risk..., IT Audit, Risk Management, CISA, Financial Analysis, Sarbanes-Oxley Act, Sarbanes-Oxley, COBIT, Financial Risk, SAS70, Auditing, Fraud, Operational Risk, Operational Risk..., Financial Services, Internal Controls, Process Improvement, Banking
Education
State University of New York at Buffalo - School of Management 1986 — 1990
BS, Business
University at Buffalo 1986 — 1990
BS, Management
Andrew Bininger Andrew Bininger's Morgan Stanley Experience April 2011 - Present
Job Trade Support at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley April 2011 - Present
K2 Advisors, LLC December 2010 - April 2011
University at Buffalo Technology Incubator January 2010 - May 2010
Ridgewood Country Club April 2005 - August 2009
Education
State University of New York at Buffalo - School of Management 2006 — 2010
B.S., Finance
Morgan Stanley April 2011 - Present
K2 Advisors, LLC December 2010 - April 2011
University at Buffalo Technology Incubator January 2010 - May 2010
Ridgewood Country Club April 2005 - August 2009
Education
State University of New York at Buffalo - School of Management 2006 — 2010
B.S., Finance
Sanu Desai Sanu Desai's Morgan Stanley Experience 1989 - 1992
Job Managing Director, Torch Partners
Industry Investment Banking
Experience
Torch Partners 2009 - Present
Desai Partners 2004 - 2009
JPMorgan Chase 2000 - 2002
Hambrecht & Quist 1995 - 2002
Apple Inc. 1994 - 1994
Milestone Partners 1992 - 1993
Morgan Stanley 1989 - 1992
Skills
Series 7, Series 63, Series 24, Mergers & Acquisitions, Capital Raising, IPO, Internet, Digital Media, E-commerce, SaaS, Start-ups, Corporate Advisory, Leadership, Strategy, Angel Investing, Venture Capital, Mergers, Corporate Development, Investments, Finance, Private Placements, Strategic Partnerships, Business Strategy, Executive Management, Management, Financial Modeling, Growth Capital, Corporate Finance, Entrepreneurship, Investment Banking, Private Equity, Business Development, Due Diligence, M&A experience, LBO, Valuation, Hedge Funds, Investor Relations, Deal Sourcing, Emerging Markets, Equity Research, Venture Financing, Equity Capital Markets, Alternative Investments
Education
Stanford University Graduate School of Business 1993 — 1995
MBA
UCLA 1984 — 1989
BS, Cybernetics
Torch Partners 2009 - Present
Desai Partners 2004 - 2009
JPMorgan Chase 2000 - 2002
Hambrecht & Quist 1995 - 2002
Apple Inc. 1994 - 1994
Milestone Partners 1992 - 1993
Morgan Stanley 1989 - 1992
Skills
Series 7, Series 63, Series 24, Mergers & Acquisitions, Capital Raising, IPO, Internet, Digital Media, E-commerce, SaaS, Start-ups, Corporate Advisory, Leadership, Strategy, Angel Investing, Venture Capital, Mergers, Corporate Development, Investments, Finance, Private Placements, Strategic Partnerships, Business Strategy, Executive Management, Management, Financial Modeling, Growth Capital, Corporate Finance, Entrepreneurship, Investment Banking, Private Equity, Business Development, Due Diligence, M&A experience, LBO, Valuation, Hedge Funds, Investor Relations, Deal Sourcing, Emerging Markets, Equity Research, Venture Financing, Equity Capital Markets, Alternative Investments
Education
Stanford University Graduate School of Business 1993 — 1995
MBA
UCLA 1984 — 1989
BS, Cybernetics
Craig Collar Craig Collar's Morgan Stanley Experience 2006 - 2009
Job Managing Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan 2013 - Present
The Raine Group 2010 - 2012
Morgan Stanley 2006 - 2009
Goldman Sachs 1998 - 2006
Perot Systems 1993 - 1994
Skills
Venture Capital, Mergers, Investments, Due Diligence, Business Strategy, Private Equity, Strategic Planning, Investment Banking, Alternative Investments, Valuation, Executive Management, Financial Modeling
Education
Stanford University Graduate School of Business 1994 — 1998
MBA
Stanford University Law School 1994 — 1998
JD
United States Military Academy at West Point 1988 — 1992
Bachelor of Science (BS), Mechanical Engineering
Pearce High School 1985 — 1988
J.P. Morgan 2013 - Present
The Raine Group 2010 - 2012
Morgan Stanley 2006 - 2009
Goldman Sachs 1998 - 2006
Perot Systems 1993 - 1994
Skills
Venture Capital, Mergers, Investments, Due Diligence, Business Strategy, Private Equity, Strategic Planning, Investment Banking, Alternative Investments, Valuation, Executive Management, Financial Modeling
Education
Stanford University Graduate School of Business 1994 — 1998
MBA
Stanford University Law School 1994 — 1998
JD
United States Military Academy at West Point 1988 — 1992
Bachelor of Science (BS), Mechanical Engineering
Pearce High School 1985 — 1988
Anthony Beckman's Morgan Stanley Experience July 2008 - March 2009
Job Research Administrator at University of Rochester
Industry Research
Experience
University of Rochester January 2012 - Present
University of Rochester Medical Center April 2009 - December 2011
Morgan Stanley July 2008 - March 2009
University of Rochester February 2007 - July 2008
University of Rochester Medical Center 2004 - 2007
University of Rochester Medical Center 2001 - 2004
DePaul Community Health 2000 - 2001
Skills
Research, Data Analysis, Statistics, Clinical Research, Public Speaking, SAS, Access
Education
University of Rochester 2006 — 2008
MA
State University of New York College at Brockport 1994 — 2000
BS
Mount Sinai High School 1991 — 1994
University of Rochester January 2012 - Present
University of Rochester Medical Center April 2009 - December 2011
Morgan Stanley July 2008 - March 2009
University of Rochester February 2007 - July 2008
University of Rochester Medical Center 2004 - 2007
University of Rochester Medical Center 2001 - 2004
DePaul Community Health 2000 - 2001
Skills
Research, Data Analysis, Statistics, Clinical Research, Public Speaking, SAS, Access
Education
University of Rochester 2006 — 2008
MA
State University of New York College at Brockport 1994 — 2000
BS
Mount Sinai High School 1991 — 1994
Marsha Tepper, CEP Marsha Tepper, CEP's Morgan Stanley Experience October 2005 - June 2009
Job Managing Director, Consulting Services at CompIntelligence
Industry Information Technology and Services
Experience
CompIntelligence August 2011 - Present
Morgan Stanley Smith Barney June 2009 - June 2011
Morgan Stanley October 2005 - June 2009
Transcentive 2001 - 2005
Skills
Equity Compensation, Stock Plan Administraton, "Best Practice"..., Equities, Options, Performance Awards, Series 7, Stocks, Securities, Wealth Management, Training, Risk Management, Financial Services, Management, Incentive Programs, Executive Pay, Mergers & Acquisitions, Alternative Investments, Relationship Management, Process Improvement, Vendor Management
Education
SUNY New Paltz
SUNY Stony Brook
CompIntelligence August 2011 - Present
Morgan Stanley Smith Barney June 2009 - June 2011
Morgan Stanley October 2005 - June 2009
Transcentive 2001 - 2005
Skills
Equity Compensation, Stock Plan Administraton, "Best Practice"..., Equities, Options, Performance Awards, Series 7, Stocks, Securities, Wealth Management, Training, Risk Management, Financial Services, Management, Incentive Programs, Executive Pay, Mergers & Acquisitions, Alternative Investments, Relationship Management, Process Improvement, Vendor Management
Education
SUNY New Paltz
SUNY Stony Brook
Paul Wiedenhofer Paul Wiedenhofer's Morgan Stanley Experience August 2011 - September 2013
Job FX Trader at Ingram Micro
Industry Financial Services
Experience
Ingram Micro August 2014 - Present
Citi September 2013 - August 2014
Morgan Stanley August 2011 - September 2013
Western Union Business Solutions June 2010 - August 2011
Citi January 2010 - June 2010
Citi November 2008 - January 2010
First American Equipment Finance 2007 - 2008
Skills
FX Options, Fixed Income, Financial Markets, Trading, Risk Management, Banking, Middle Office, Currency, Bonds, Financial Services, Investments, Finance, Settlement, CRM
Education
State University of New York College at Fredonia
B.S., Business Administration, Economics
Jamestown High School
Ingram Micro August 2014 - Present
Citi September 2013 - August 2014
Morgan Stanley August 2011 - September 2013
Western Union Business Solutions June 2010 - August 2011
Citi January 2010 - June 2010
Citi November 2008 - January 2010
First American Equipment Finance 2007 - 2008
Skills
FX Options, Fixed Income, Financial Markets, Trading, Risk Management, Banking, Middle Office, Currency, Bonds, Financial Services, Investments, Finance, Settlement, CRM
Education
State University of New York College at Fredonia
B.S., Business Administration, Economics
Jamestown High School
Feyisayo Gbadebo-Smith Feyisayo Gbadebo-Smith's Morgan Stanley Experience June 2008 - August 2008
Job Strategy
Industry Higher Education
Experience
Coppel SA de CV September 2015 - Present
Rocket Internet SE June 2014 - August 2014
Ognos Partners October 2012 - June 2013
Marathon Asset Management January 2010 - September 2012
Morgan Stanley June 2008 - August 2008
Education
Stanford Graduate School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Pennsylvania 2005 — 2009
BA, Politics, Philosophy and Economics (Magna Cum Laude)
Coppel SA de CV September 2015 - Present
Rocket Internet SE June 2014 - August 2014
Ognos Partners October 2012 - June 2013
Marathon Asset Management January 2010 - September 2012
Morgan Stanley June 2008 - August 2008
Education
Stanford Graduate School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Pennsylvania 2005 — 2009
BA, Politics, Philosophy and Economics (Magna Cum Laude)
Raymond Fernandez's Morgan Stanley Experience March 2007 - June 2008
Job Owner at EmbroidMe
Industry Marketing and Advertising
Experience
EmbroidMe March 2015 - Present
Evershore Financial Group / Prudential Insurance Company of America June 2013 - December 2014
RMF Wealth Management Group August 2008 - May 2013
Morgan Stanley March 2007 - June 2008
Assent LLC/Electronic Trading Group, LLC April 2004 - March 2007
BNP Paribas 1993 - 2004
Prudential Securities / Nomura / Oppenheimer Capital August 1987 - April 1993
Merrill Lynch July 1985 - August 1987
Skills
Marketing, Marketing Strategy, Embroidery, Promotional, Direct to Garment..., Sales
Education
State University of New York College at Fredonia 1981 — 1985
BS, Finance / Economics
Lakeland High School 1977 — 1981
EmbroidMe March 2015 - Present
Evershore Financial Group / Prudential Insurance Company of America June 2013 - December 2014
RMF Wealth Management Group August 2008 - May 2013
Morgan Stanley March 2007 - June 2008
Assent LLC/Electronic Trading Group, LLC April 2004 - March 2007
BNP Paribas 1993 - 2004
Prudential Securities / Nomura / Oppenheimer Capital August 1987 - April 1993
Merrill Lynch July 1985 - August 1987
Skills
Marketing, Marketing Strategy, Embroidery, Promotional, Direct to Garment..., Sales
Education
State University of New York College at Fredonia 1981 — 1985
BS, Finance / Economics
Lakeland High School 1977 — 1981
Aden Pavkov's Morgan Stanley Experience 2007 - Present
Job Executive Director, Investment Banking at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley 2007 - Present
Skadden Arps 2005 - 2006
Education
Stanford University Law School 2002 — 2005
The College of Wooster 1997 — 2000
Morgan Stanley 2007 - Present
Skadden Arps 2005 - 2006
Education
Stanford University Law School 2002 — 2005
The College of Wooster 1997 — 2000
Oliver Dorovich's Morgan Stanley Experience Web DeveloperMillenniumJanuary 2005 - November 2009
Job Developer
Industry Information Technology and Services
Experience
Morgan Stanley Web DeveloperMillenniumJanuary 2005 - November 2009
Millennium Communications, Inc. 2005 - 2009
Education
State University of New York - System 1995 — 1999
Morgan Stanley Web DeveloperMillenniumJanuary 2005 - November 2009
Millennium Communications, Inc. 2005 - 2009
Education
State University of New York - System 1995 — 1999
Robin Daverman's Morgan Stanley Experience 2002 - 2002
Job CEO, CosmeSys Inc.
Industry Internet
Experience
CosmeSys Inc. 2013 - Present
Merz Aesthetics Inc. 2010 - January 2013
BioForm Medical 2005 - 2009
PRTM 2003 - 2005
Morgan Stanley 2002 - 2002
Celera Genomics 2000 - 2001
Orquest 1997 - 2000
Skills
Medical Devices, Biotechnology, Start-ups, Pharmaceutical Industry, Commercialization, Cross-functional Team..., Business Strategy, Lifesciences, Acquisition Integration, Product Development, Product Launch, Strategy, Competitive Analysis, Product Management, Strategic Planning, Business Development, Management Consulting, New Business Development, Venture Capital, Biopharmaceuticals
Education
Stanford University Graduate School of Business 2001 — 2003
MBA
University of North Carolina at Chapel Hill 1994 — 1997
Master of Science (MSc), Molecular Biology and Biochemistry
Nankai University 1987 — 1990
Bachelor of Science (BSc), Biophysics
CosmeSys Inc. 2013 - Present
Merz Aesthetics Inc. 2010 - January 2013
BioForm Medical 2005 - 2009
PRTM 2003 - 2005
Morgan Stanley 2002 - 2002
Celera Genomics 2000 - 2001
Orquest 1997 - 2000
Skills
Medical Devices, Biotechnology, Start-ups, Pharmaceutical Industry, Commercialization, Cross-functional Team..., Business Strategy, Lifesciences, Acquisition Integration, Product Development, Product Launch, Strategy, Competitive Analysis, Product Management, Strategic Planning, Business Development, Management Consulting, New Business Development, Venture Capital, Biopharmaceuticals
Education
Stanford University Graduate School of Business 2001 — 2003
MBA
University of North Carolina at Chapel Hill 1994 — 1997
Master of Science (MSc), Molecular Biology and Biochemistry
Nankai University 1987 — 1990
Bachelor of Science (BSc), Biophysics
Pragav Jain's Morgan Stanley Experience January 2015 - Present
Job Vice President, Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley August 2011 - December 2014
PAAMCO June 2010 - August 2010
Morgan Stanley August 2007 - July 2009
Morgan Stanley July 2005 - July 2007
J.P. Morgan June 2004 - August 2004
Skills
Investment Banking, Financial Modeling, Valuation, LBO, Venture Capital, Equities, Emerging Markets, Capital Markets, Corporate Development, Equity Research, Financial Analysis, Investments, Strategy, Corporate Finance, Private Equity, Alternative Investments, DCF, Equity Valuation, Equity Capital Markets, Private Placements, M, Business Valuation, Financial Services, Commodity, Capital IQ, Special Situations, Financial Structuring, IPO, Asset Management, Cleantech, Capital Structure, Capital Raising, Debt Restructuring, Angel Investing
Education
Stanford University Graduate School of Business 2009 — 2011
MBA
University of Michigan 2001 — 2005
BBA, Finance
University of Michigan - Stephen M. Ross School of Business 2001 — 2005
Bachelor of Business Administration (BBA), Accounting and Finance
Mount St. Mary's 1988 — 2001
Morgan Stanley January 2015 - Present
Morgan Stanley August 2011 - December 2014
PAAMCO June 2010 - August 2010
Morgan Stanley August 2007 - July 2009
Morgan Stanley July 2005 - July 2007
J.P. Morgan June 2004 - August 2004
Skills
Investment Banking, Financial Modeling, Valuation, LBO, Venture Capital, Equities, Emerging Markets, Capital Markets, Corporate Development, Equity Research, Financial Analysis, Investments, Strategy, Corporate Finance, Private Equity, Alternative Investments, DCF, Equity Valuation, Equity Capital Markets, Private Placements, M, Business Valuation, Financial Services, Commodity, Capital IQ, Special Situations, Financial Structuring, IPO, Asset Management, Cleantech, Capital Structure, Capital Raising, Debt Restructuring, Angel Investing
Education
Stanford University Graduate School of Business 2009 — 2011
MBA
University of Michigan 2001 — 2005
BBA, Finance
University of Michigan - Stephen M. Ross School of Business 2001 — 2005
Bachelor of Business Administration (BBA), Accounting and Finance
Mount St. Mary's 1988 — 2001
Dawn Sontag's Morgan Stanley Experience June 2006 - August 2007
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2006 - August 2007
Education
State University of New York - System
Management, FInancial
Morgan Stanley June 2006 - August 2007
Education
State University of New York - System
Management, FInancial
Sean Meehan's Morgan Stanley Experience 2005 - 2006
Job Director Municipal Trading at CG Capital Markets
Industry Banking
Experience
CG Capital Markets August 2015 - Present
Capital Guardian LLC 2013 - July 2015
Maxim Group 2010 - 2013
Interactive Data December 2008 - January 2010
Morgan Stanley Investment Management June 2006 - December 2008
Morgan Stanley 2005 - 2006
Skills
Bloomberg, Municipalities, Fixed Income, Bonds, Capital Markets, Series 7, Securities, Investments, Credit Analysis, Bloomberg Terminal, Series 63, Investment Banking, Trading, Hedge Funds, Asset Management, Equities, Portfolio Management, Alternative Investments, Derivatives
Education
SUNY Plattsburgh 2001 — 2003
Bachelor of Science (B.S.)
State University of New York at Delhi
State University of New York at Delhi
CG Capital Markets August 2015 - Present
Capital Guardian LLC 2013 - July 2015
Maxim Group 2010 - 2013
Interactive Data December 2008 - January 2010
Morgan Stanley Investment Management June 2006 - December 2008
Morgan Stanley 2005 - 2006
Skills
Bloomberg, Municipalities, Fixed Income, Bonds, Capital Markets, Series 7, Securities, Investments, Credit Analysis, Bloomberg Terminal, Series 63, Investment Banking, Trading, Hedge Funds, Asset Management, Equities, Portfolio Management, Alternative Investments, Derivatives
Education
SUNY Plattsburgh 2001 — 2003
Bachelor of Science (B.S.)
State University of New York at Delhi
State University of New York at Delhi
Douglas Grimes's Morgan Stanley Experience April 1995 - July 2015
Job Vice President at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. July 2015 - Present
Morgan Stanley April 1995 - July 2015
Education
State University of New York College at Brockport 1984 — 1989
BS, Computer Science, Math
JPMorgan Chase & Co. July 2015 - Present
Morgan Stanley April 1995 - July 2015
Education
State University of New York College at Brockport 1984 — 1989
BS, Computer Science, Math
Brian Saltzman's Morgan Stanley Experience July 2006 - Present
Job CTO DevOps at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2006 - Present
Skills
Fixed Income, Derivatives, Investment Banking, Hedge Funds, Capital Markets, Equities, Sybase, SDLC, Management, Bloomberg
Education
State University of New York at Buffalo - School of Management 1986 — 1987
Morgan Stanley July 2006 - Present
Skills
Fixed Income, Derivatives, Investment Banking, Hedge Funds, Capital Markets, Equities, Sybase, SDLC, Management, Bloomberg
Education
State University of New York at Buffalo - School of Management 1986 — 1987
Suzanne Zhang's Morgan Stanley Experience 2004 - 2005
Job IT Consultant at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase 2010 - December 2013
Merrill Lynch 2007 - 2009
UBS Investment Bank 2005 - 2007
Morgan Stanley 2004 - 2005
JAJ International 2002 - 2004
Goldman Sachs 2001 - 2001
Credit Suisse First Boston 1999 - 2001
Debevoise & Plimpton 1997 - 1999
Education
State University of New York at New Paltz
JP Morgan Chase 2010 - December 2013
Merrill Lynch 2007 - 2009
UBS Investment Bank 2005 - 2007
Morgan Stanley 2004 - 2005
JAJ International 2002 - 2004
Goldman Sachs 2001 - 2001
Credit Suisse First Boston 1999 - 2001
Debevoise & Plimpton 1997 - 1999
Education
State University of New York at New Paltz
Alessandra Capritto's Morgan Stanley Experience September 2001 - April 2004
Job Vice President at JPMorgan Foreign Exchange and Derivatives
Industry Financial Services
Experience
J.P. Morgan April 2008 - Present
J.P. Morgan October 2005 - April 2008
Credit Suisse June 2005 - October 2005
HSBC April 2004 - June 2005
Morgan Stanley September 2001 - April 2004
Skills
Derivatives, Fixed Income, Capital Markets, Equities, Investment Banking, Risk Management, Portfolio Management, Leadership, Financial Analysis, Foreign Exchange, Management
Education
State University of New York at New Paltz 1996 — 2001
St Helen's
St Helen's
St Helen's
St Helens
St Helens
J.P. Morgan April 2008 - Present
J.P. Morgan October 2005 - April 2008
Credit Suisse June 2005 - October 2005
HSBC April 2004 - June 2005
Morgan Stanley September 2001 - April 2004
Skills
Derivatives, Fixed Income, Capital Markets, Equities, Investment Banking, Risk Management, Portfolio Management, Leadership, Financial Analysis, Foreign Exchange, Management
Education
State University of New York at New Paltz 1996 — 2001
St Helen's
St Helen's
St Helen's
St Helens
St Helens
Hunter Reisner's Morgan Stanley Experience 1982 - 1984
Job Chief Investment Officer at YMCA Retirement Fund
Industry Investment Management
Experience
YMCA Retirement Fund October 2010 - Present
ACI Capital Co., LLC 2005 - October 2010
Citigroup Investments 1997 - 2004
Smith Barney 1994 - 1997
Salomon Brothers 1991 - 1993
Butler Capital Corporation 1989 - 1991
Salomon Brothers 1986 - 1989
Morgan Stanley 1982 - 1984
Skills
Capital Markets, IPO, High Yield, Mergers, Venture Capital, Structured Products, Alternative Investments, Private Equity, Investment Management, Investments, Mergers & Acquisitions, Strategic Planning, LBO, Investment Strategies, Investment Banking, Portfolio Management, Fund Of Funds, Equities, Bonds, Mutual Funds, Management, Hedge Funds, Equity Capital Markets, Asset Management, Series 7, Securities, Financial Analysis, Bloomberg, Institutional..., Investment Advisory, Emerging Markets, Financial Modeling, Derivatives, Asset Allocation, Valuation, Finance, Wealth Management, Trading, Fixed Income, Due Diligence
Education
Stanford University Graduate School of Business 1984 — 1986
M.B.A.
Yale University 1978 — 1982
B.A., Economics and Mathematics
YMCA Retirement Fund October 2010 - Present
ACI Capital Co., LLC 2005 - October 2010
Citigroup Investments 1997 - 2004
Smith Barney 1994 - 1997
Salomon Brothers 1991 - 1993
Butler Capital Corporation 1989 - 1991
Salomon Brothers 1986 - 1989
Morgan Stanley 1982 - 1984
Skills
Capital Markets, IPO, High Yield, Mergers, Venture Capital, Structured Products, Alternative Investments, Private Equity, Investment Management, Investments, Mergers & Acquisitions, Strategic Planning, LBO, Investment Strategies, Investment Banking, Portfolio Management, Fund Of Funds, Equities, Bonds, Mutual Funds, Management, Hedge Funds, Equity Capital Markets, Asset Management, Series 7, Securities, Financial Analysis, Bloomberg, Institutional..., Investment Advisory, Emerging Markets, Financial Modeling, Derivatives, Asset Allocation, Valuation, Finance, Wealth Management, Trading, Fixed Income, Due Diligence
Education
Stanford University Graduate School of Business 1984 — 1986
M.B.A.
Yale University 1978 — 1982
B.A., Economics and Mathematics
Jason Kamholz's Morgan Stanley Experience June 2003 - August 2003
Job Senior Underwriting Consultant
Industry Hospital & Health Care
Experience
Aetna August 2004 - Present
Morgan Stanley June 2003 - August 2003
Skills
Health Insurance, Underwriting, Self-funded, Insurance, Employee Benefits, Brokers, Risk Management, Claim, Leadership, Managed Care
Education
State University of New York College at Fredonia 2000 — 2004
Economics
Aetna August 2004 - Present
Morgan Stanley June 2003 - August 2003
Skills
Health Insurance, Underwriting, Self-funded, Insurance, Employee Benefits, Brokers, Risk Management, Claim, Leadership, Managed Care
Education
State University of New York College at Fredonia 2000 — 2004
Economics
Frank Quattrone's Morgan Stanley Experience August 1981 - April 1996
Job Technology Investment Banker and Investor
Industry Investment Banking
Experience
Qatalyst Group March 2008 - Present
Credit Suisse July 1998 - March 2003
Deutsche Bank April 1996 - June 1998
Morgan Stanley August 1981 - April 1996
Morgan Stanley July 1977 - July 1979
Skills
Mergers & Acquisitions, Venture Capital, Investment Banking, Private Equity, Corporate Development, M&A experience, Financial Modeling, Valuation, Business Strategy, Corporate Finance, Strategy
Education
Stanford University Graduate School of Business 1979 — 1981
MBA
Wharton School, University of Pennsylvania 1973 — 1977
Bachelor of Science in Economics, Finance
Qatalyst Group March 2008 - Present
Credit Suisse July 1998 - March 2003
Deutsche Bank April 1996 - June 1998
Morgan Stanley August 1981 - April 1996
Morgan Stanley July 1977 - July 1979
Skills
Mergers & Acquisitions, Venture Capital, Investment Banking, Private Equity, Corporate Development, M&A experience, Financial Modeling, Valuation, Business Strategy, Corporate Finance, Strategy
Education
Stanford University Graduate School of Business 1979 — 1981
MBA
Wharton School, University of Pennsylvania 1973 — 1977
Bachelor of Science in Economics, Finance
David Trauner's Morgan Stanley Experience October 1998 - May 2000
Job Owner at Sticks and Cones Ice Cream
Industry Food & Beverages
Experience
Sticks and Cones Ice Cream October 2011 - Present
Lyttle Leathers October 2007 - Present
Dave Engraves October 2005 - Present
Merrill Lynch September 2000 - October 2011
Morgan Stanley October 1998 - May 2000
Suburban Ostomy August 1992 - August 1998
Katz & Powell 1989 - 1992
Torbet Radio September 1986 - June 1989
Education
State University of New York College at Brockport 1983 — 1986
BS, Communications
Sticks and Cones Ice Cream October 2011 - Present
Lyttle Leathers October 2007 - Present
Dave Engraves October 2005 - Present
Merrill Lynch September 2000 - October 2011
Morgan Stanley October 1998 - May 2000
Suburban Ostomy August 1992 - August 1998
Katz & Powell 1989 - 1992
Torbet Radio September 1986 - June 1989
Education
State University of New York College at Brockport 1983 — 1986
BS, Communications
Andy Infante's Morgan Stanley Experience May 2003 - May 2004
Job Executive Associate at M&T Bank
Industry Banking
Experience
M&T Bank May 2008 - Present
Greater New York Hospital Association February 2007 - May 2008
Premier, Inc. June 2004 - February 2007
Morgan Stanley May 2003 - May 2004
Education
State University of New York at Buffalo - School of Management 2005 — 2008
MBA, Business Administration
State University of New York College at Geneseo 1999 — 2003
BS, Business Administration
M&T Bank May 2008 - Present
Greater New York Hospital Association February 2007 - May 2008
Premier, Inc. June 2004 - February 2007
Morgan Stanley May 2003 - May 2004
Education
State University of New York at Buffalo - School of Management 2005 — 2008
MBA, Business Administration
State University of New York College at Geneseo 1999 — 2003
BS, Business Administration
Chandra Chada's Morgan Stanley Experience 2010 - Present
Job Data Analyst at MorganStanley
Industry Financial Services
Experience
Morgan Stanley 2010 - Present
Merrill Lynch April 2004 - December 2009
Bank of America 2004 - 2009
MBNA 2002 - 2003
Compunnel Software Group 1995 - 2001
Skills
Sybase
Education
State University of New York at New Paltz
Morgan Stanley 2010 - Present
Merrill Lynch April 2004 - December 2009
Bank of America 2004 - 2009
MBNA 2002 - 2003
Compunnel Software Group 1995 - 2001
Skills
Sybase
Education
State University of New York at New Paltz
Craig Courounis's Morgan Stanley Experience May 2013 - Present
Job at
Industry Financial Services
Experience
Morgan Stanley May 2013 - Present
Morgan Stanley March 2005 - May 2013
Morgan Stanley February 2004 - March 2005
Morgan Stanley July 2000 - February 2004
Morgan Stanley May 2000 - July 2000
Skills
Securities, Financial Analysis, Insurance, Fixed Income, Equities, Financial Services, Risk Management, Banking, Asset Allocation, Capital Markets
Education
State University of New York - System 1983 — 2002
Bachelor of Science (B.S.)
Morgan Stanley May 2013 - Present
Morgan Stanley March 2005 - May 2013
Morgan Stanley February 2004 - March 2005
Morgan Stanley July 2000 - February 2004
Morgan Stanley May 2000 - July 2000
Skills
Securities, Financial Analysis, Insurance, Fixed Income, Equities, Financial Services, Risk Management, Banking, Asset Allocation, Capital Markets
Education
State University of New York - System 1983 — 2002
Bachelor of Science (B.S.)
Mike Comstock's Morgan Stanley Experience December 2005 - November 2008
Job Director, Investment Management at Prudential Annuities
Industry Financial Services
Experience
Prudential Annuities January 2010 - Present
Morgan Stanley December 2005 - November 2008
Prudential Financial 1995 - 2005
Skills
Series 7, Relationship Management, Separately Managed..., Variable Annuities, Investment Management, Mutual Funds
Education
State University of New York at New Paltz 1993 — 1995
Prudential Annuities January 2010 - Present
Morgan Stanley December 2005 - November 2008
Prudential Financial 1995 - 2005
Skills
Series 7, Relationship Management, Separately Managed..., Variable Annuities, Investment Management, Mutual Funds
Education
State University of New York at New Paltz 1993 — 1995
Jonathan Zucker's Morgan Stanley Experience November 2007 - April 2015
Job Sr. Vice PresidentInvestments @ Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC April 2015 - Present
Morgan Stanley November 2007 - April 2015
Skills
Retirement Planning, Fixed Income, Alternative Investments, Investments, Financial Services, Portfolio Management, Personal Finance, Management, Asset Management, Customer Service, Estate Planning, Microsoft Office, Series 63, Series 7, Fixed Annuities, Equities, Finance, Insurance, Sales Management, Wealth Management, Asset Allocation, Strategic Planning, Mutual Funds
Education
State University of New York at New Paltz 1981 — 1985
Wells Fargo Advisors, LLC April 2015 - Present
Morgan Stanley November 2007 - April 2015
Skills
Retirement Planning, Fixed Income, Alternative Investments, Investments, Financial Services, Portfolio Management, Personal Finance, Management, Asset Management, Customer Service, Estate Planning, Microsoft Office, Series 63, Series 7, Fixed Annuities, Equities, Finance, Insurance, Sales Management, Wealth Management, Asset Allocation, Strategic Planning, Mutual Funds
Education
State University of New York at New Paltz 1981 — 1985
Michelle Sherman's Morgan Stanley Experience January 2013 - Present
Job Retirement Ops Analyst, Projects & Testing
Industry Financial Services
Experience
Morgan Stanley January 2013 - Present
Morgan Stanley Wealth Management February 2011 - August 2013
Pride Technologies January 2009 - February 2011
Technical Telephone Systems Inc June 1997 - October 2008
Ocean Pacific 1988 - 1992
Skills
Call Center, Customer Service, Retirement, Project Planning, Leadership, Customer Satisfaction, Access, Business Analysis, Microsoft Office, Microsoft Excel, Process Improvement, Project Management, Purchasing, Training, Vendor Management, Call Centers, Financial Services, IRAs, Business Planning
Education
State University of New York at New Paltz 1980 — 1981
Morgan Stanley January 2013 - Present
Morgan Stanley Wealth Management February 2011 - August 2013
Pride Technologies January 2009 - February 2011
Technical Telephone Systems Inc June 1997 - October 2008
Ocean Pacific 1988 - 1992
Skills
Call Center, Customer Service, Retirement, Project Planning, Leadership, Customer Satisfaction, Access, Business Analysis, Microsoft Office, Microsoft Excel, Process Improvement, Project Management, Purchasing, Training, Vendor Management, Call Centers, Financial Services, IRAs, Business Planning
Education
State University of New York at New Paltz 1980 — 1981
Rick (Carl) Weinstein's Morgan Stanley Experience August 1997 - August 2002
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
PC Richard & Son 2007 - January 2009
Morgan Stanley August 1997 - August 2002
Education
State University of New York College at Brockport 1970 — 1972
PC Richard & Son 2007 - January 2009
Morgan Stanley August 1997 - August 2002
Education
State University of New York College at Brockport 1970 — 1972
Christina Gee's Morgan Stanley Experience January 2011 - Present
Job Executive Director Morgan Stanley
Industry Insurance
Experience
Morgan Stanley January 2011 - Present
Morgan Stanley January 2003 - December 2011
Morgan Stanley January 2000 - December 2003
Morgan Stanley October 1995 - December 2000
Skills
Fixed Income, Risk Management, Capital Markets, Derivatives, Hedge Funds, Portfolio Management, Financial Risk, Financial Modeling, Asset Management, Bonds, Financial Services, Financial Analysis, Mergers & Acquisitions, Insurance, Banking
Education
State University of New York at New Paltz 1990 — 1994
BS, Finance
Townsend Harris High School 1988 — 1990
HS, Humanities
Morgan Stanley January 2011 - Present
Morgan Stanley January 2003 - December 2011
Morgan Stanley January 2000 - December 2003
Morgan Stanley October 1995 - December 2000
Skills
Fixed Income, Risk Management, Capital Markets, Derivatives, Hedge Funds, Portfolio Management, Financial Risk, Financial Modeling, Asset Management, Bonds, Financial Services, Financial Analysis, Mergers & Acquisitions, Insurance, Banking
Education
State University of New York at New Paltz 1990 — 1994
BS, Finance
Townsend Harris High School 1988 — 1990
HS, Humanities
Brian Mazzella's Morgan Stanley Experience 1997 - 2003
Job
Industry Financial Services
Experience
Whalehaven Capital February 2007 - Present
Palmeri Fund Administrators 2003 - 2006
Morgan Stanley 1997 - 2003
Education
State University of New York at Buffalo - School of Management 1993 — 1997
BS, Accounting and Internal Auditing
Whalehaven Capital February 2007 - Present
Palmeri Fund Administrators 2003 - 2006
Morgan Stanley 1997 - 2003
Education
State University of New York at Buffalo - School of Management 1993 — 1997
BS, Accounting and Internal Auditing
Jenny Barchas's Morgan Stanley Experience September 2002 - June 2003
Job Marketing Consultant at Bruer
Industry Consumer Goods
Experience
Bruer September 2014 - Present
Motrr March 2012 - Present
Joby, Inc. July 2008 - May 2010
Benefit Cosmetics June 2007 - August 2007
HSBC Securities June 2003 - February 2005
Morgan Stanley September 2002 - June 2003
Lazard Freres 2000 - 2001
Skills
Fixed Income, Mergers & Acquisitions, Strategy, Emerging Markets, Product Marketing, Banking, Marketing, Strategic Partnerships, Corporate Development, Competitive Analysis, Start-ups, Financial Modeling, Go-to-market Strategy, Due Diligence
Education
Stanford University Graduate School of Business 2006 — 2008
MBA
University of Virginia 1996 — 2000
B.A., Economics
Bruer September 2014 - Present
Motrr March 2012 - Present
Joby, Inc. July 2008 - May 2010
Benefit Cosmetics June 2007 - August 2007
HSBC Securities June 2003 - February 2005
Morgan Stanley September 2002 - June 2003
Lazard Freres 2000 - 2001
Skills
Fixed Income, Mergers & Acquisitions, Strategy, Emerging Markets, Product Marketing, Banking, Marketing, Strategic Partnerships, Corporate Development, Competitive Analysis, Start-ups, Financial Modeling, Go-to-market Strategy, Due Diligence
Education
Stanford University Graduate School of Business 2006 — 2008
MBA
University of Virginia 1996 — 2000
B.A., Economics
Joseph Winters's Morgan Stanley Experience July 2003 - February 2013
Job Investment Banking M&A and Corporate Finance Industrial, Engineering & Construction, Renewable Energy and Consumer
Industry Financial Services
Experience
DBO Partners February 2013 - Present
Morgan Stanley July 2003 - February 2013
Morgan Stanley 1998 - 2001
Skills
Investment Banking, Equities, IPO, Private Placements, Equity Valuation, Financial Structuring, Equity Capital Markets, Debt & Equity Financing, Mergers & Acquisitions, Due Diligence, Corporate Finance, Business Development, Investor Relations, Private Equity, Financial Modeling, Strategy
Education
Stanford University Graduate School of Business 2001 — 2003
MBA, Business
University of Notre Dame 1994 — 1998
Bachelor of Business Administration (BBA), Finance and Business Economics
Delbarton School 1988 — 1994
High School
DBO Partners February 2013 - Present
Morgan Stanley July 2003 - February 2013
Morgan Stanley 1998 - 2001
Skills
Investment Banking, Equities, IPO, Private Placements, Equity Valuation, Financial Structuring, Equity Capital Markets, Debt & Equity Financing, Mergers & Acquisitions, Due Diligence, Corporate Finance, Business Development, Investor Relations, Private Equity, Financial Modeling, Strategy
Education
Stanford University Graduate School of Business 2001 — 2003
MBA, Business
University of Notre Dame 1994 — 1998
Bachelor of Business Administration (BBA), Finance and Business Economics
Delbarton School 1988 — 1994
High School
Tina Zee's Morgan Stanley Experience 2002 - 2004
Job Counsel, Business and Legal Affairs at Warner Bros. Domestic Television Distribution
Industry Entertainment
Experience
Warner Bros. Domestic Television Distribution December 2013 - Present
Warner Bros. Television Group August 2012 - November 2013
The Walt Disney Company October 2011 - May 2012
Paramount Pictures Corporation June 2011 - August 2011
NBCUniversal March 2011 - June 2011
O'Melveny & Myers LLP 2007 - 2009
Morgan Stanley 2002 - 2004
Education
University of California, Los Angeles - The Anderson School of Management 2010 — 2012
MBA
Stanford University Law School 2004 — 2007
JD
University of California, Berkeley 1997 — 2001
BA, Economics
University of California, Berkeley, Haas School of Business 1997 — 2001
BS, Business Administration
Warner Bros. Domestic Television Distribution December 2013 - Present
Warner Bros. Television Group August 2012 - November 2013
The Walt Disney Company October 2011 - May 2012
Paramount Pictures Corporation June 2011 - August 2011
NBCUniversal March 2011 - June 2011
O'Melveny & Myers LLP 2007 - 2009
Morgan Stanley 2002 - 2004
Education
University of California, Los Angeles - The Anderson School of Management 2010 — 2012
MBA
Stanford University Law School 2004 — 2007
JD
University of California, Berkeley 1997 — 2001
BA, Economics
University of California, Berkeley, Haas School of Business 1997 — 2001
BS, Business Administration
Michelle Reynolds's Morgan Stanley Experience July 2003 - May 2013
Job Regional Portfolio Manager, Robert Half
Industry Commercial Real Estate
Experience
Robert Half May 2013 - Present
Morgan Stanley July 2003 - May 2013
The McGraw Hill Companies March 1999 - June 2003
Parsons Brinckerhoff Quade & Douglas, Inc. October 1995 - February 1999
The Chase Manhattan Bank November 1993 - October 1995
Skills
Corporate Real Estate, Financial Analysis, Portfolio Management, Real Estate, Strategic Planning, Vendor Management, Relationship Management, Negotiation, Financial Modeling, Disposition, Due Diligence, Real Estate Economics, Contract Negotiation, Mergers & Acquisitions, Leases, Budgets, Management, Commercial Real Estate, Real Estate Transactions, Acquisitions, Finance, Brokerage
Education
Center for Creative Leadership 2015 — 2015
Maximizing Your Leadership Potential Program
State University of New York College at Brockport 1989 — 1993
BS, Communications
Paul D. Schreiber HS, Port Washington, NY 1985 — 1989
Robert Half May 2013 - Present
Morgan Stanley July 2003 - May 2013
The McGraw Hill Companies March 1999 - June 2003
Parsons Brinckerhoff Quade & Douglas, Inc. October 1995 - February 1999
The Chase Manhattan Bank November 1993 - October 1995
Skills
Corporate Real Estate, Financial Analysis, Portfolio Management, Real Estate, Strategic Planning, Vendor Management, Relationship Management, Negotiation, Financial Modeling, Disposition, Due Diligence, Real Estate Economics, Contract Negotiation, Mergers & Acquisitions, Leases, Budgets, Management, Commercial Real Estate, Real Estate Transactions, Acquisitions, Finance, Brokerage
Education
Center for Creative Leadership 2015 — 2015
Maximizing Your Leadership Potential Program
State University of New York College at Brockport 1989 — 1993
BS, Communications
Paul D. Schreiber HS, Port Washington, NY 1985 — 1989
Jack Lester's Morgan Stanley Experience 1983 - 1987
Job Experienced financial services executive.
Industry Financial Services
Experience
Tenebraex Corp. September 2009 - June 2014
Assured Guaranty March 2003 - August 2006
InfrastructureWorld.com January 2000 - August 2001
Financial Security Assurance 1998 - 1999
Capital Markets Assurance Corporation ("CapMAC") 1988 - 1998
Morgan Stanley 1983 - 1987
Citibank 1976 - 1982
Skills
New Business Development, Negotiation, Financial Analysis, Executive Management, Strategic Planning, Risk Management, Credit, Management, Business Development, Strategic Partnerships, Start-ups, Integration, Strategy
Education
Stanford University Graduate School of Business
Master of Business Administration (MBA), International Finance
Tenebraex Corp. September 2009 - June 2014
Assured Guaranty March 2003 - August 2006
InfrastructureWorld.com January 2000 - August 2001
Financial Security Assurance 1998 - 1999
Capital Markets Assurance Corporation ("CapMAC") 1988 - 1998
Morgan Stanley 1983 - 1987
Citibank 1976 - 1982
Skills
New Business Development, Negotiation, Financial Analysis, Executive Management, Strategic Planning, Risk Management, Credit, Management, Business Development, Strategic Partnerships, Start-ups, Integration, Strategy
Education
Stanford University Graduate School of Business
Master of Business Administration (MBA), International Finance
Ann E. Collins's Morgan Stanley Experience December 2005 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 2005 - Present
Morgan Stanley October 1987 - December 2005
L.K. Comstock March 1978 - October 1987
Skills
Business Analysis, Due Diligence, Asset Managment, Vendor Management, Risk Management, Portfolio Management, Financial Services, Relationship Management, Project Management, Financial Modeling, Information Technology, Asset Management, Change Management, Strategy
Education
State University of New York College at Cortland 1971 — 1975
BS, Biology
Ward Melville High School 1969 — 1971
Morgan Stanley December 2005 - Present
Morgan Stanley October 1987 - December 2005
L.K. Comstock March 1978 - October 1987
Skills
Business Analysis, Due Diligence, Asset Managment, Vendor Management, Risk Management, Portfolio Management, Financial Services, Relationship Management, Project Management, Financial Modeling, Information Technology, Asset Management, Change Management, Strategy
Education
State University of New York College at Cortland 1971 — 1975
BS, Biology
Ward Melville High School 1969 — 1971
Sully Vinas's Morgan Stanley Experience November 2007 - Present
Job Vice President, Institutional Equity Risk at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2007 - Present
Morgan Stanley March 2007 - November 2007
Education
State University of New York at New Paltz 2002 — 2006
BS
Morgan Stanley November 2007 - Present
Morgan Stanley March 2007 - November 2007
Education
State University of New York at New Paltz 2002 — 2006
BS
John Weisenburger's Morgan Stanley Experience January 2000 - January 2001
Job HR Administrator at Ziff Brothers Investments
Industry Human Resources
Experience
Ziff Brothers Investments 2014 - Present
Ziff Brothers Investments 2010 - 2014
Baby Animals (working title) January 2010 - May 2010
Death of the Dead December 2009 - March 2010
Ponies - Greenbox Entertainment June 2009 - June 2009
What's Up Lovely - Kitchen Table Films May 2009 - June 2009
The Edit Center January 2009 - April 2009
RHI Entertainment January 2001 - January 2008
Core Staffing Services June 2000 - February 2001
Morgan Stanley January 2000 - January 2001
Skills
Entertainment, Film, Feature Films, Editing, Film Production, Reality, Final Cut Pro, Music, Program Management, Digital Media, Video, Social Media, Comedy, Casting, Drama, Camera
Education
State University of New York College at Buffalo 1992 — 1996
Bachelor of Arts, Theatre Studies
Ziff Brothers Investments 2014 - Present
Ziff Brothers Investments 2010 - 2014
Baby Animals (working title) January 2010 - May 2010
Death of the Dead December 2009 - March 2010
Ponies - Greenbox Entertainment June 2009 - June 2009
What's Up Lovely - Kitchen Table Films May 2009 - June 2009
The Edit Center January 2009 - April 2009
RHI Entertainment January 2001 - January 2008
Core Staffing Services June 2000 - February 2001
Morgan Stanley January 2000 - January 2001
Skills
Entertainment, Film, Feature Films, Editing, Film Production, Reality, Final Cut Pro, Music, Program Management, Digital Media, Video, Social Media, Comedy, Casting, Drama, Camera
Education
State University of New York College at Buffalo 1992 — 1996
Bachelor of Arts, Theatre Studies
Chris Snow's Morgan Stanley Experience October 2010 - February 2014
Job Telsey Advisory Group
Industry Financial Services
Experience
Telsey Advisory Group February 2014 - Present
Morgan Stanley October 2010 - February 2014
Education
State University of New York at Buffalo - School of Management 2006 — 2010
Bachelor of Science in Business Administration, Finance
Telsey Advisory Group February 2014 - Present
Morgan Stanley October 2010 - February 2014
Education
State University of New York at Buffalo - School of Management 2006 — 2010
Bachelor of Science in Business Administration, Finance
Nicole Quinn's Morgan Stanley Experience June 2013 - June 2014
Job MBA at Stanford Business School & Consumer at Lightspeed Venture Partners
Industry Consumer Goods
Experience
Lightspeed Venture Partners May 2015 - Present
Axel Springer Plug and Play Accelerator August 2015 - September 2015
RAMCO May 2011 - May 2015
Nutmeg June 2014 - September 2014
Morgan Stanley June 2013 - June 2014
Morgan Stanley July 2011 - June 2013
Morgan Stanley July 2006 - July 2011
Skills
Business Development, Business Strategy, Equities, Capital Markets, Sales, Asset Management, Investments, Retail, Corporate Finance, Financial Modeling, Valuation, Private Equity, Portfolio Management, Financial Analysis, Hedge Funds, Investment Banking, Bloomberg, Venture Capital, Start-ups, Entrepreneurship, Marketing
Education
Stanford University Graduate School of Business 2014 — 2016
Master of Business Administration (MBA)
University of York 2003 — 2006
BSc, Economics
Wellington College, UK 2001 — 2003
Lightspeed Venture Partners May 2015 - Present
Axel Springer Plug and Play Accelerator August 2015 - September 2015
RAMCO May 2011 - May 2015
Nutmeg June 2014 - September 2014
Morgan Stanley June 2013 - June 2014
Morgan Stanley July 2011 - June 2013
Morgan Stanley July 2006 - July 2011
Skills
Business Development, Business Strategy, Equities, Capital Markets, Sales, Asset Management, Investments, Retail, Corporate Finance, Financial Modeling, Valuation, Private Equity, Portfolio Management, Financial Analysis, Hedge Funds, Investment Banking, Bloomberg, Venture Capital, Start-ups, Entrepreneurship, Marketing
Education
Stanford University Graduate School of Business 2014 — 2016
Master of Business Administration (MBA)
University of York 2003 — 2006
BSc, Economics
Wellington College, UK 2001 — 2003
Erik Marth's Morgan Stanley Experience February 2004 - Present
Job Executive Director at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley February 2004 - Present
Lehman Brothers August 2002 - February 2004
St. Paul Venture Capital October 1998 - July 2000
Credit Agricole Indosuez July 1996 - July 1998
Education
Stanford University Graduate School of Business 2001 — 2002
MBA
University of Pennsylvania - The Wharton School 1992 — 1996
BS, Economics
Morgan Stanley February 2004 - Present
Lehman Brothers August 2002 - February 2004
St. Paul Venture Capital October 1998 - July 2000
Credit Agricole Indosuez July 1996 - July 1998
Education
Stanford University Graduate School of Business 2001 — 2002
MBA
University of Pennsylvania - The Wharton School 1992 — 1996
BS, Economics
Martha Clark's Morgan Stanley Experience 1984 - 1985
Job Board Member & Consultant
Industry Management Consulting
Experience
Project Redwood 2012 - Present
American Diabetes Association 2012 - Present
Stanford Women on Boards 2011 - Present
AXA Rosenberg 2001 - 2011
LookSmart 1999 - 2001
Sumitomo Bank of California 1997 - 1998
John Parry & Alexander (HR Consulting) 1995 - 1997
Fritz Companies 1993 - 1995
Wells Fargo Bank 1987 - 1992
Morgan Stanley 1984 - 1985
Skills
P&L Responsibility, Global Management, Leadership Development, Talent Management, Financial Management, Risk Management, M&A experience, Strategy, P&L Management, Executive Management, Program Management, Managerial Finance, Business Strategy, Finance, Human Resources, Strategic Planning, Project Management, Leadership, Employee Benefits
Education
Stanford University Graduate School of Business 1978 — 1980
MBA
Wellesley College 1971 — 1975
BA, Economics
Project Redwood 2012 - Present
American Diabetes Association 2012 - Present
Stanford Women on Boards 2011 - Present
AXA Rosenberg 2001 - 2011
LookSmart 1999 - 2001
Sumitomo Bank of California 1997 - 1998
John Parry & Alexander (HR Consulting) 1995 - 1997
Fritz Companies 1993 - 1995
Wells Fargo Bank 1987 - 1992
Morgan Stanley 1984 - 1985
Skills
P&L Responsibility, Global Management, Leadership Development, Talent Management, Financial Management, Risk Management, M&A experience, Strategy, P&L Management, Executive Management, Program Management, Managerial Finance, Business Strategy, Finance, Human Resources, Strategic Planning, Project Management, Leadership, Employee Benefits
Education
Stanford University Graduate School of Business 1978 — 1980
MBA
Wellesley College 1971 — 1975
BA, Economics
David Solganik's Morgan Stanley Experience September 2007 - Present
Job Executive Director at Morgan Stanley, Global Head of Business Intelligence and Metrics
Industry Financial Services
Experience
Morgan Stanley September 2007 - Present
MetLife 2004 - 2007
JPMorgan Chase 1998 - 2004
Saks Fifth Avenue (S5A)-New York Corporate Office 1997 - 1998
Loan Pricing Corporation (LPC)- A Reuter's Affiliate 1995 - 1997
Skills
Business Intelligence, Analytics, Business Process..., Business Strategy, CRM, Cross-functional Team..., Direct Marketing, Financial Services, Investments, Leadership, Management, Marketing, Process Improvement, Project Management, Sales, Six Sigma, Strategy, Testing, Wealth Management
Education
State University of New York - System 1991 — 1995
Bachelor of Business Administration (B.B.A.), Economics
Ramapo High School
Morgan Stanley September 2007 - Present
MetLife 2004 - 2007
JPMorgan Chase 1998 - 2004
Saks Fifth Avenue (S5A)-New York Corporate Office 1997 - 1998
Loan Pricing Corporation (LPC)- A Reuter's Affiliate 1995 - 1997
Skills
Business Intelligence, Analytics, Business Process..., Business Strategy, CRM, Cross-functional Team..., Direct Marketing, Financial Services, Investments, Leadership, Management, Marketing, Process Improvement, Project Management, Sales, Six Sigma, Strategy, Testing, Wealth Management
Education
State University of New York - System 1991 — 1995
Bachelor of Business Administration (B.B.A.), Economics
Ramapo High School
Jahan Moslehi's Morgan Stanley Experience August 2010 - June 2012
Job Managing Partner at Bridge33 Capital
Industry Real Estate
Experience
Bridge33 Capital July 2012 - Present
Morgan Stanley August 2010 - June 2012
Morgan Stanley July 2001 - May 2008
Skills
Investments, Valuation, Financial Modeling, Equities, Asset Managment, Portfolio Management, Financial Analysis, Investment Banking, Capital Markets, Fixed Income, Bloomberg, Derivatives, Series 7, Corporate Finance, Hedge Funds
Education
Stanford University Graduate School of Business 2008 — 2010
Master of Business Administration (MBA), Graduate School of Business
University of Chicago 1996 — 2000
Bachelor of Arts (BA), Biological Sciences
Bridge33 Capital July 2012 - Present
Morgan Stanley August 2010 - June 2012
Morgan Stanley July 2001 - May 2008
Skills
Investments, Valuation, Financial Modeling, Equities, Asset Managment, Portfolio Management, Financial Analysis, Investment Banking, Capital Markets, Fixed Income, Bloomberg, Derivatives, Series 7, Corporate Finance, Hedge Funds
Education
Stanford University Graduate School of Business 2008 — 2010
Master of Business Administration (MBA), Graduate School of Business
University of Chicago 1996 — 2000
Bachelor of Arts (BA), Biological Sciences
Stan Ko's Morgan Stanley Experience 2000 - 2002
Job Director, Digital Marketing at BNY Mellon
Industry Financial Services
Experience
BNY Mellon November 2013 - Present
Deloitte Touche Tohmatsu March 2002 - November 2013
Morgan Stanley 2000 - 2002
Thomson Financial 1996 - 1999
Education
State University of New York at New Paltz
BNY Mellon November 2013 - Present
Deloitte Touche Tohmatsu March 2002 - November 2013
Morgan Stanley 2000 - 2002
Thomson Financial 1996 - 1999
Education
State University of New York at New Paltz
Ilana Pierro's Morgan Stanley Experience 2005 - 2008
Job Business Systems Analyst at Chubb
Industry Information Technology and Services
Experience
Chubb June 2011 - Present
Verizon Wireless June 2010 - December 2010
Ernst & Young September 2008 - December 2009
Morgan Stanley 2005 - 2008
Accenture 2000 - 2005
Electronic Data Systems 1998 - 2000
Education
Union Community College 2010 — 2011
Certificate in Project Management
State University of New York at Buffalo - School of Management 1994 — 1998
Management Information Systems
Chubb June 2011 - Present
Verizon Wireless June 2010 - December 2010
Ernst & Young September 2008 - December 2009
Morgan Stanley 2005 - 2008
Accenture 2000 - 2005
Electronic Data Systems 1998 - 2000
Education
Union Community College 2010 — 2011
Certificate in Project Management
State University of New York at Buffalo - School of Management 1994 — 1998
Management Information Systems
Shawn Stoval's Morgan Stanley Experience 2004 - 2009
Job Owner, Varden Pacific LLC
Industry Investment Management
Experience
Varden Pacific LLC January 2010 - Present
Morgan Stanley 2004 - 2009
Skills
Hedge Funds, Private Equity, Alternative Investments, Fixed Income, Equities, Valuation, Capital Markets, Investments, Venture Capital, Financial Modeling, Derivatives, Investment Banking, Due Diligence, Asset Management, Structured Products, Corporate Development, Corporate Finance, Structured Finance, Emerging Markets, Portfolio Management
Education
Stanford University Graduate School of Business 2002 — 2004
MBA, Finance, General
Yale University 1994 — 1998
Bachelor of Arts (B.A.), Molecular Biophysics & Biochemistry
Varden Pacific LLC January 2010 - Present
Morgan Stanley 2004 - 2009
Skills
Hedge Funds, Private Equity, Alternative Investments, Fixed Income, Equities, Valuation, Capital Markets, Investments, Venture Capital, Financial Modeling, Derivatives, Investment Banking, Due Diligence, Asset Management, Structured Products, Corporate Development, Corporate Finance, Structured Finance, Emerging Markets, Portfolio Management
Education
Stanford University Graduate School of Business 2002 — 2004
MBA, Finance, General
Yale University 1994 — 1998
Bachelor of Arts (B.A.), Molecular Biophysics & Biochemistry
Tara Linehan's Morgan Stanley Experience August 2010 - February 2011
Job Events Marketing Analyst at J.P. Morgan
Industry Human Resources
Experience
J.P. Morgan July 2013 - Present
J.P. Morgan February 2011 - July 2013
Morgan Stanley August 2010 - February 2011
Education
State University of New York at Buffalo - School of Management 2007 — 2010
Bachelor of Science, Business Administration
University at Buffalo 2007 — 2010
Bachelor of Arts (B.A.), Psychology
J.P. Morgan July 2013 - Present
J.P. Morgan February 2011 - July 2013
Morgan Stanley August 2010 - February 2011
Education
State University of New York at Buffalo - School of Management 2007 — 2010
Bachelor of Science, Business Administration
University at Buffalo 2007 — 2010
Bachelor of Arts (B.A.), Psychology
sinduri valleru's Morgan Stanley Experience July 2008 - Present
Job Sql Server Developer at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2008 - Present
Skills
DB2, SQL Server, SSRS
Education
SUNY New Paltz 2006 — 2007
Masters
State University of New York at New Paltz 2006 — 2007
MS, Electrionics
Morgan Stanley July 2008 - Present
Skills
DB2, SQL Server, SSRS
Education
SUNY New Paltz 2006 — 2007
Masters
State University of New York at New Paltz 2006 — 2007
MS, Electrionics
Joni Rametta, CFP®'s Morgan Stanley Experience September 1982 - October 2012
Job Qualified Kingdom Advisor™ Wealth Planning and Design
Industry Financial Services
Experience
Wealth Planning and Design Inc. October 2012 - Present
Morgan Stanley September 1982 - October 2012
Skills
Building Relationships, Personal Financial..., Wealth Management, Investment Advisory, Retirement Planning, Portfolio Management, Strategic Financial..., Estate Planning, Securities, Investment Strategies, FINRA, Equities, 401k, Series 65, Strategic Planning, Financial Planning
Education
University of Central Florida - College of Business Administration 1980 — 1982
BSBA, Business Management
Manatee Community College 1978 — 1980
AA, Business Administration and Management, General
Wealth Planning and Design Inc. October 2012 - Present
Morgan Stanley September 1982 - October 2012
Skills
Building Relationships, Personal Financial..., Wealth Management, Investment Advisory, Retirement Planning, Portfolio Management, Strategic Financial..., Estate Planning, Securities, Investment Strategies, FINRA, Equities, 401k, Series 65, Strategic Planning, Financial Planning
Education
University of Central Florida - College of Business Administration 1980 — 1982
BSBA, Business Management
Manatee Community College 1978 — 1980
AA, Business Administration and Management, General
Joe LaValle's Morgan Stanley Experience November 1998 - September 2003
Job Senior Vice President Investments RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management September 2003 - Present
Morgan Stanley November 1998 - September 2003
PaineWebber May 1994 - December 1998
Skills
Portfolio Management, Income Properties, Investment Strategies, Retirement Planning, Fixed Income Portfolio..., Equity Research, Education Funding, Cash Flow Forecasting, Syndications, Financial Planning, Investments, Wealth Management, Asset Allocation, Series 7, Securities, Mutual Funds, Alternative Investments, Investment Advisory, Series 63, Financial Services, Financial Advisory, Equities, Fixed Income, Asset Management, Retirement
Education
State University of New York College at Brockport 1976 — 1981
Bachelor of Arts (B.A.), Political Science and Communications; Spanish minor
RBC Wealth Management September 2003 - Present
Morgan Stanley November 1998 - September 2003
PaineWebber May 1994 - December 1998
Skills
Portfolio Management, Income Properties, Investment Strategies, Retirement Planning, Fixed Income Portfolio..., Equity Research, Education Funding, Cash Flow Forecasting, Syndications, Financial Planning, Investments, Wealth Management, Asset Allocation, Series 7, Securities, Mutual Funds, Alternative Investments, Investment Advisory, Series 63, Financial Services, Financial Advisory, Equities, Fixed Income, Asset Management, Retirement
Education
State University of New York College at Brockport 1976 — 1981
Bachelor of Arts (B.A.), Political Science and Communications; Spanish minor
James Chris Carr Wittnauer's Morgan Stanley Experience May 1998 - January 2000
Job VP Asia Pacific Region Consulting at HewlettPackard Financial Services
Industry Information Technology and Services
Experience
Hewlett-Packard February 2002 - Present
State of Texas February 2000 - January 2002
Morgan Stanley May 1998 - January 2000
Education
Stanford Law School
Business Law
The University of Texas at Austin
International Law and Legal Studies
Hewlett-Packard February 2002 - Present
State of Texas February 2000 - January 2002
Morgan Stanley May 1998 - January 2000
Education
Stanford Law School
Business Law
The University of Texas at Austin
International Law and Legal Studies
Robin Tuch's Morgan Stanley Experience June 1992 - July 1994
Job
Industry Education Management
Experience
Partners in School Innovation 2000 - 2001
Haas School of Business, UC Berkeley 1998 - 1999
Deloitte Consulting August 1996 - October 1998
Morgan Stanley June 1992 - July 1994
Skills
Capital Markets, Strategic Planning, Marketing Strategy, Finance, Leadership, Public Speaking
Education
Stanford University Graduate School of Business 1994 — 1996
MBA
Smith College 1988 — 1992
BA, Economics
Partners in School Innovation 2000 - 2001
Haas School of Business, UC Berkeley 1998 - 1999
Deloitte Consulting August 1996 - October 1998
Morgan Stanley June 1992 - July 1994
Skills
Capital Markets, Strategic Planning, Marketing Strategy, Finance, Leadership, Public Speaking
Education
Stanford University Graduate School of Business 1994 — 1996
MBA
Smith College 1988 — 1992
BA, Economics
Christopher Noelcke's Morgan Stanley Experience 2004 - 2006
Job
Industry Investment Management
Experience
New Mountain Capital April 2012 - Present
Rollins Capital Partners August 2010 - April 2012
Silver Lake Partners 2006 - 2008
Morgan Stanley 2004 - 2006
Education
Stanford University Graduate School of Business 2008 — 2010
MBA
University of North Carolina at Chapel Hill 2000 — 2004
Bachelor
Colerain High School
New Mountain Capital April 2012 - Present
Rollins Capital Partners August 2010 - April 2012
Silver Lake Partners 2006 - 2008
Morgan Stanley 2004 - 2006
Education
Stanford University Graduate School of Business 2008 — 2010
MBA
University of North Carolina at Chapel Hill 2000 — 2004
Bachelor
Colerain High School
Soon Ling Lim's Morgan Stanley Experience April 2011 - Present
Job Vice President at Morgan Stanley
Industry Banking
Experience
Morgan Stanley April 2011 - Present
Credit Suisse June 2006 - March 2011
Skills
Derivatives, Equities, Investment Banking, Fixed Income, Credit Risk, Balance Sheet, MIS reporting, Basel III Standardized..., Basel I RWA, Basel Regulatory..., Supplementary Leverage..., CCAR and DFAST Stress..., Job control shell..., VBScript
Education
State University of New York at Buffalo - School of Management 1995 — 1998
BS, Financial Analysis
Morgan Stanley April 2011 - Present
Credit Suisse June 2006 - March 2011
Skills
Derivatives, Equities, Investment Banking, Fixed Income, Credit Risk, Balance Sheet, MIS reporting, Basel III Standardized..., Basel I RWA, Basel Regulatory..., Supplementary Leverage..., CCAR and DFAST Stress..., Job control shell..., VBScript
Education
State University of New York at Buffalo - School of Management 1995 — 1998
BS, Financial Analysis
Robert Ottenstein's Morgan Stanley Experience 2006 - 2009
Job Senior Managing Director at ISI Group
Industry Investment Management
Experience
ISI Group June 2012 - Present
Anheuser-Busch InBev February 2009 - January 2011
Morgan Stanley 2006 - 2009
Morgan Stanley 1999 - 2006
Skills
Equities
Education
DHS
DHS
DHS
DHS
DHS
Stanford University Graduate School of Business
MBA
Swarthmore College
University of Oxford
MA, PPE
ISI Group June 2012 - Present
Anheuser-Busch InBev February 2009 - January 2011
Morgan Stanley 2006 - 2009
Morgan Stanley 1999 - 2006
Skills
Equities
Education
DHS
DHS
DHS
DHS
DHS
Stanford University Graduate School of Business
MBA
Swarthmore College
University of Oxford
MA, PPE
Danny Karubian's Morgan Stanley Experience 2001 - 2003
Job Partner at Valiant Capital Partners
Industry Investment Management
Experience
Valiant Capital Partners 2008 - Present
Front Line Management 2005 - 2006
Thomas H. Lee Partners 2003 - 2005
Morgan Stanley 2001 - 2003
Education
Stanford Graduate School of Business 2006 — 2008
Master of Business Administration (MBA)
University of California, Berkeley 1997 — 2001
Valiant Capital Partners 2008 - Present
Front Line Management 2005 - 2006
Thomas H. Lee Partners 2003 - 2005
Morgan Stanley 2001 - 2003
Education
Stanford Graduate School of Business 2006 — 2008
Master of Business Administration (MBA)
University of California, Berkeley 1997 — 2001
Leonard Brous's Morgan Stanley Experience 1998 - 2007
Job Solutions, Credit Investment, Business Development, Structuring, and Lending
Industry Financial Services
Experience
Bloomberg LP 2014 - Present
GE Capital 2008 - 2014
GE Capital 2009 - 2012
Morgan Stanley 1998 - 2007
Morgan Stanley 1989 - 1997
Morgan Stanley 1985 - 1987
Skills
Fixed Income, Capital Markets, Derivatives, Structured Finance, Credit, Alternative Investments, Hedge Funds, Valuation, Bonds, Financial Structuring, Investment Banking, Structured Products, Private Equity, Asset Managment, Investment Advisory, Business Development, CLO, Leveraged Finance, Cash Flow Lending, Structured Investments, Credit Analysis, Credit Risk, Portfolio Management, Debt, Financial Analysis, Financial Product..., Securitization, Credit Derivatives, Swaps, Team Leadership, Institutional Sales, Sales & Marketing..., Investments, Solutions Marketing, Investor Relations, Strategic Partnerships, Bloomberg, Intex, Microsoft Office, Asset Management
Education
Stanford University Graduate School of Business 1987 — 1989
MBA
Yale University 1981 — 1985
BA
Bloomberg LP 2014 - Present
GE Capital 2008 - 2014
GE Capital 2009 - 2012
Morgan Stanley 1998 - 2007
Morgan Stanley 1989 - 1997
Morgan Stanley 1985 - 1987
Skills
Fixed Income, Capital Markets, Derivatives, Structured Finance, Credit, Alternative Investments, Hedge Funds, Valuation, Bonds, Financial Structuring, Investment Banking, Structured Products, Private Equity, Asset Managment, Investment Advisory, Business Development, CLO, Leveraged Finance, Cash Flow Lending, Structured Investments, Credit Analysis, Credit Risk, Portfolio Management, Debt, Financial Analysis, Financial Product..., Securitization, Credit Derivatives, Swaps, Team Leadership, Institutional Sales, Sales & Marketing..., Investments, Solutions Marketing, Investor Relations, Strategic Partnerships, Bloomberg, Intex, Microsoft Office, Asset Management
Education
Stanford University Graduate School of Business 1987 — 1989
MBA
Yale University 1981 — 1985
BA
Gary Beeson's Morgan Stanley Experience 1997 - 2012
Job Senior Legal Associate at Bridgewater Associates
Industry Investment Management
Experience
Bridgewater Associates February 2012 - Present
Morgan Stanley 1997 - 2012
Sullivan & Cromwell LLP 1993 - 1997
Graham & James 1992 - 1993
Skills
Securities Law, Corporate Law, Regulatory Affairs, Finance Law, Corporate Governance, Securities Regulation, Securities, Hedge Funds, Finance, Mutual Funds, Financial Regulation, Private Equity, Mergers & Acquisitions, Litigation, Structured Finance, Investment Banking, Capital Markets, Due Diligence, Equities, Investments
Education
Stanford Law School 1989 — 1992
J.D.
University of Pennsylvania 1983 — 1987
Bachelor of Arts, English literature, Philosophy
Bridgewater Associates February 2012 - Present
Morgan Stanley 1997 - 2012
Sullivan & Cromwell LLP 1993 - 1997
Graham & James 1992 - 1993
Skills
Securities Law, Corporate Law, Regulatory Affairs, Finance Law, Corporate Governance, Securities Regulation, Securities, Hedge Funds, Finance, Mutual Funds, Financial Regulation, Private Equity, Mergers & Acquisitions, Litigation, Structured Finance, Investment Banking, Capital Markets, Due Diligence, Equities, Investments
Education
Stanford Law School 1989 — 1992
J.D.
University of Pennsylvania 1983 — 1987
Bachelor of Arts, English literature, Philosophy
Jamie Deren's Morgan Stanley Experience October 2011 - September 2013
Job Recent MBA graduate from University at Buffalo
Industry Marketing and Advertising
Experience
University at Buffalo June 2014 - May 2015
Buffalo Sabres September 2014 - January 2015
Catholic Health System September 2014 - December 2014
Private Student Tutor August 2013 - June 2014
Morgan Stanley October 2011 - September 2013
Ilio Dipaolo's Restaurant September 2012 - November 2012
St. Francis High School September 2009 - June 2012
Steel Mill Gym July 2011 - September 2011
Star Swimming July 2009 - August 2010
Skills
Teamwork, Management, Customer Service, Time Management, Social Networking, Microsoft Office, Public Speaking, Team Leadership, Access, Sales, PowerPoint, Microsoft Word, Microsoft Excel, Outlook, Research, Social Media, Facebook, ACT!, 3D, Marketing, Leadership, Interpersonal Skill, Result Oriented, Communication, Self Management, Fundraising, Social Media Marketing, Market Research, Event Planning, Marketing Communications, Prezi
Education
State University of New York at Buffalo - School of Management 2013 — 2015
Master of Business Administration (MBA), Marketing, Consulting, 3.53 GPA
State University of New York at Buffalo - School of Management 2013 — 2015
LeaderCORE- Certified Role Model
State University of New York at Buffalo 2009 — 2013
Bachelor of Business Administration (B.S.), Marketing, 3.6 GPA
Nardin Academy 2005 — 2009
University at Buffalo June 2014 - May 2015
Buffalo Sabres September 2014 - January 2015
Catholic Health System September 2014 - December 2014
Private Student Tutor August 2013 - June 2014
Morgan Stanley October 2011 - September 2013
Ilio Dipaolo's Restaurant September 2012 - November 2012
St. Francis High School September 2009 - June 2012
Steel Mill Gym July 2011 - September 2011
Star Swimming July 2009 - August 2010
Skills
Teamwork, Management, Customer Service, Time Management, Social Networking, Microsoft Office, Public Speaking, Team Leadership, Access, Sales, PowerPoint, Microsoft Word, Microsoft Excel, Outlook, Research, Social Media, Facebook, ACT!, 3D, Marketing, Leadership, Interpersonal Skill, Result Oriented, Communication, Self Management, Fundraising, Social Media Marketing, Market Research, Event Planning, Marketing Communications, Prezi
Education
State University of New York at Buffalo - School of Management 2013 — 2015
Master of Business Administration (MBA), Marketing, Consulting, 3.53 GPA
State University of New York at Buffalo - School of Management 2013 — 2015
LeaderCORE- Certified Role Model
State University of New York at Buffalo 2009 — 2013
Bachelor of Business Administration (B.S.), Marketing, 3.6 GPA
Nardin Academy 2005 — 2009
Erika Buck's Morgan Stanley Experience May 2007 - August 2007
Job at
Industry Financial Services
Experience
Charles Schwab March 2015 - Present
Charles Schwab March 2008 - Present
Morgan Stanley May 2007 - August 2007
Skills
Leadership, Risk Management, Finance
Education
State University of New York College at Fredonia 2004 — 2007
Bachelor of Science (B.S.), Finance, General, 3.6
Charles Schwab March 2015 - Present
Charles Schwab March 2008 - Present
Morgan Stanley May 2007 - August 2007
Skills
Leadership, Risk Management, Finance
Education
State University of New York College at Fredonia 2004 — 2007
Bachelor of Science (B.S.), Finance, General, 3.6
Adam Landauer's Morgan Stanley Experience October 2009 - March 2012
Job Operations Manager at Castle Ridge Investment Management LP
Industry Investment Management
Experience
Castle Ridge Investment Management LP July 2015 - Present
Starwood Capital Group March 2012 - June 2015
Morgan Stanley October 2009 - March 2012
Blue Ridge Capital February 2009 - October 2009
Skills
Bloomberg, Eze Castle, Omgeo Oasys, Microsoft Excel, Microsoft Office, DTC, Hedge Funds, Trading, Settlement, Asset Management, Mutual Funds, Equities, Securities, Investments, Prime Brokerage, Derivatives, Capital Markets
Education
SUNY Brockport
Bachelor of Science (B.S.), Finance, General
Castle Ridge Investment Management LP July 2015 - Present
Starwood Capital Group March 2012 - June 2015
Morgan Stanley October 2009 - March 2012
Blue Ridge Capital February 2009 - October 2009
Skills
Bloomberg, Eze Castle, Omgeo Oasys, Microsoft Excel, Microsoft Office, DTC, Hedge Funds, Trading, Settlement, Asset Management, Mutual Funds, Equities, Securities, Investments, Prime Brokerage, Derivatives, Capital Markets
Education
SUNY Brockport
Bachelor of Science (B.S.), Finance, General
Victoria Mazur's Morgan Stanley Experience July 2003 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2003 - Present
Goldman Sachs May 1997 - December 2001
Education
SUNY New Paltz 1993 — 1997
Bachelor of Arts (BA), History
Morgan Stanley July 2003 - Present
Goldman Sachs May 1997 - December 2001
Education
SUNY New Paltz 1993 — 1997
Bachelor of Arts (BA), History
Raj Pisupati's Morgan Stanley Experience 1994 - 1998
Job Managing Director / Portfolio Manager at Roc Capital Management
Industry Investment Management
Experience
Roc Capital Management July 2009 - 2013
Deutsche Bank 2001 - 2009
DE Shaw/ KBC Financial Prodcuts 1999 - 2000
Morgan Stanley 1994 - 1998
Skills
Managed Euity..., Portfolio Management, Fixed Income, Derivatives, Trading, Trading Systems, Financial Markets, Bloomberg, Equities, Hedge Funds, Capital Markets, Alternative Investments, Asset Management, Investments
Education
Stanford University Graduate School of Business 1992 — 1994
Master of Business Administration (MBA)
The University of Texas at El Paso 1986 — 1988
Master of Science (MS), Mechanical Engineering
Roc Capital Management July 2009 - 2013
Deutsche Bank 2001 - 2009
DE Shaw/ KBC Financial Prodcuts 1999 - 2000
Morgan Stanley 1994 - 1998
Skills
Managed Euity..., Portfolio Management, Fixed Income, Derivatives, Trading, Trading Systems, Financial Markets, Bloomberg, Equities, Hedge Funds, Capital Markets, Alternative Investments, Asset Management, Investments
Education
Stanford University Graduate School of Business 1992 — 1994
Master of Business Administration (MBA)
The University of Texas at El Paso 1986 — 1988
Master of Science (MS), Mechanical Engineering
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS