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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Morgan Stanley Employees
Employee
Years
Job
Industry
Linda Jarvis Linda Jarvis's Morgan Stanley Experience February 1999 - February 2002
Job Real Estate Appraiser at Linda Jarvis Appraisals
Industry Real Estate
Experience
Linda Jarvis Appraisals September 2008 - Present
LandSafe May 2004 - November 2008
Greenlight Financial Services January 2003 - September 2003
Morgan Stanley February 1999 - February 2002
Skills
Real Estate, Appraisals, Series 7, Mortgage Banking, Mortgage Lending, Residential Homes, Foreclosures, FHA
Education
SUNY Plattsburgh
Bachelor of Science, Nutrition/Business
Linda Jarvis Appraisals September 2008 - Present
LandSafe May 2004 - November 2008
Greenlight Financial Services January 2003 - September 2003
Morgan Stanley February 1999 - February 2002
Skills
Real Estate, Appraisals, Series 7, Mortgage Banking, Mortgage Lending, Residential Homes, Foreclosures, FHA
Education
SUNY Plattsburgh
Bachelor of Science, Nutrition/Business
Matthew R. Kahn Matthew R. Kahn's Morgan Stanley Experience March 2000 - September 2000
Job Managing Partner, Operations & Manufacturing
Industry Packaging and Containers
Experience
The Rock Link, Inc. May 2014 - Present
Wilmington Trust March 2006 - August 2014
The Rock Link, Inc November 2007 - May 2014
Private Family Office September 2000 - March 2006
Morgan Stanley March 2000 - September 2000
BNP Paribas March 1997 - March 2000
Skills
Microsoft Office, Customer Service, English, Windows, Research, Photoshop, Public Speaking, Strategic Planning, Budgets, Negotiation, Microsoft Excel, Sales, Management, CRM, Social Media, PowerPoint, Project Management, Marketing Strategy, Product Development
Education
State University of New York College at Plattsburgh 1993 — 1996
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
The Rock Link, Inc. May 2014 - Present
Wilmington Trust March 2006 - August 2014
The Rock Link, Inc November 2007 - May 2014
Private Family Office September 2000 - March 2006
Morgan Stanley March 2000 - September 2000
BNP Paribas March 1997 - March 2000
Skills
Microsoft Office, Customer Service, English, Windows, Research, Photoshop, Public Speaking, Strategic Planning, Budgets, Negotiation, Microsoft Excel, Sales, Management, CRM, Social Media, PowerPoint, Project Management, Marketing Strategy, Product Development
Education
State University of New York College at Plattsburgh 1993 — 1996
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Justin Pedersen Justin Pedersen's Morgan Stanley Experience June 2005 - July 2006
Job Management
Industry Financial Services
Experience
Capital One November 2014 - Present
Bombers Bar and Grill, LLC August 2010 - Present
Lockheed Martin January 2009 - August 2010
Clementon Park & Splash World March 2008 - February 2009
Macerich July 2006 - March 2008
Morgan Stanley June 2005 - July 2006
Skills
Program Management, Management, Human Resources, ADP Payroll, Compensation & Benefits, Recruiting, Training, High Level Of..., Multi-task & Handle..., Time Management, Sales, Customer Service, Microsoft Office, Team Building, Social Media, PowerPoint, Leadership, Negotiation, Account Management, Marketing, Strategic Planning, Inventory Management, Microsoft Excel, VIP Services, Self-management, Budget Management, Phone Etiquette
Education
State University of New York College at Potsdam 2000 — 2004
Bachelor of Arts (B.A.), Literature/Writing
Capital One November 2014 - Present
Bombers Bar and Grill, LLC August 2010 - Present
Lockheed Martin January 2009 - August 2010
Clementon Park & Splash World March 2008 - February 2009
Macerich July 2006 - March 2008
Morgan Stanley June 2005 - July 2006
Skills
Program Management, Management, Human Resources, ADP Payroll, Compensation & Benefits, Recruiting, Training, High Level Of..., Multi-task & Handle..., Time Management, Sales, Customer Service, Microsoft Office, Team Building, Social Media, PowerPoint, Leadership, Negotiation, Account Management, Marketing, Strategic Planning, Inventory Management, Microsoft Excel, VIP Services, Self-management, Budget Management, Phone Etiquette
Education
State University of New York College at Potsdam 2000 — 2004
Bachelor of Arts (B.A.), Literature/Writing
Frances Cardona-Espinal Frances Cardona-Espinal's Morgan Stanley Experience 1997 - 1999
Job Senior Print Production Manager at Global Hue
Industry Marketing and Advertising
Experience
GlobalHue September 2007 - 2013
The Bravo Group 1999 - 2007
Morgan Stanley 1997 - 1999
Skills
Integrated Marketing, Outdoor Advertising, Interactive Marketing, Direct Mail, Digital Marketing, Advertising, Direct Marketing, Creative Direction, Creative Strategy, Corporate Identity, Brand Management, Interactive Advertising, Brand Development, Concept Development, Digital Strategy, Art Direction, Email Marketing, Online Advertising, Copywriting, Graphics, Adobe Creative Suite, Image Manipulation, Magazines, Marketing Communications, InDesign, Graphic Design, Collateral, Social Media Marketing
Education
State University of New York at Oswego 1992 — 1997
Bachelor of Arts (B.A.), Communication (Media Studies) and Spanish
GlobalHue September 2007 - 2013
The Bravo Group 1999 - 2007
Morgan Stanley 1997 - 1999
Skills
Integrated Marketing, Outdoor Advertising, Interactive Marketing, Direct Mail, Digital Marketing, Advertising, Direct Marketing, Creative Direction, Creative Strategy, Corporate Identity, Brand Management, Interactive Advertising, Brand Development, Concept Development, Digital Strategy, Art Direction, Email Marketing, Online Advertising, Copywriting, Graphics, Adobe Creative Suite, Image Manipulation, Magazines, Marketing Communications, InDesign, Graphic Design, Collateral, Social Media Marketing
Education
State University of New York at Oswego 1992 — 1997
Bachelor of Arts (B.A.), Communication (Media Studies) and Spanish
Bruno Lombardo, CFP(R) Bruno Lombardo, CFP(R)'s Morgan Stanley Experience July 2000 - August 2005
Job Financial Advisor at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC August 2005 - Present
Morgan Stanley July 2000 - August 2005
Skills
Asset Allocation, Investments, Retirement Planning, 401k Rollovers, Investment Strategies, Strategic Planning, Estate Investment..., Multigenerational..., Securities, Finance, Wealth Management, Series 7, Mutual Funds, Uniform Combined State..., Series 63, Portfolio Management
Education
State University of New York College at Geneseo 1996 — 2000
Frontier Central School
Wells Fargo Advisors, LLC August 2005 - Present
Morgan Stanley July 2000 - August 2005
Skills
Asset Allocation, Investments, Retirement Planning, 401k Rollovers, Investment Strategies, Strategic Planning, Estate Investment..., Multigenerational..., Securities, Finance, Wealth Management, Series 7, Mutual Funds, Uniform Combined State..., Series 63, Portfolio Management
Education
State University of New York College at Geneseo 1996 — 2000
Frontier Central School
Laura Saracino Laura Saracino's Morgan Stanley Experience March 1998 - April 2002
Job Founder at Elle Cino Studios
Industry Hospitality
Experience
Porto Vivo October 2013 - Present
Elle Cino Studios February 2007 - Present
iCARE4autism 2012 - 2013
Cino Ltd. Insurance & financial Services February 2007 - September 2012
Woodmere Middle School September 2006 - June 2008
Gersh Academy September 2004 - June 2006
Cino Ltd. Insurance and Financial Services April 2003 - September 2004
Pancho's Border Grill August 2000 - September 2003
Morgan Stanley March 1998 - April 2002
Skills
Investments, Event Planning, Microsoft Office, Fundraising, Leadership, Social Media, Management, Fine Art, Creative Strategy, Personnel Management, Social Media Marketing, Online Marketing, Creative Writing, Public Relations, PowerPoint, Marketing, Non-profits, Customer Service, Social Networking, Email Marketing, Securities, Budgets
Education
SUNY Empire State College
Bachelor of Arts (B.A.), Fine/Studio Arts, General
Porto Vivo October 2013 - Present
Elle Cino Studios February 2007 - Present
iCARE4autism 2012 - 2013
Cino Ltd. Insurance & financial Services February 2007 - September 2012
Woodmere Middle School September 2006 - June 2008
Gersh Academy September 2004 - June 2006
Cino Ltd. Insurance and Financial Services April 2003 - September 2004
Pancho's Border Grill August 2000 - September 2003
Morgan Stanley March 1998 - April 2002
Skills
Investments, Event Planning, Microsoft Office, Fundraising, Leadership, Social Media, Management, Fine Art, Creative Strategy, Personnel Management, Social Media Marketing, Online Marketing, Creative Writing, Public Relations, PowerPoint, Marketing, Non-profits, Customer Service, Social Networking, Email Marketing, Securities, Budgets
Education
SUNY Empire State College
Bachelor of Arts (B.A.), Fine/Studio Arts, General
Christopher Venezia Christopher Venezia's Morgan Stanley Experience January 2006 - June 2006
Job Life Sciences Sales Director, North America at Thomson Reuters
Industry Pharmaceuticals
Experience
Thomson Reuters June 2014 - Present
Thomson Reuters June 2013 - June 2014
Deloitte Recap August 2012 - June 2013
GlobalData March 2010 - August 2012
Informa January 2009 - February 2010
Datamonitor September 2006 - January 2009
Morgan Stanley January 2006 - June 2006
New York Islanders June 2005 - August 2005
Skills
New Business Development, Sales Operations, Account Management, Marketing Strategy, Forecasting, Marketing Communications, Client Solutions, Strategic Consulting, Operations Management, Salesforce.com, Problem Solving, Team Building, Energy, Research, Project Execution, Deal Execution, Time Management, Business Strategy, Photoshop, CRM software
Education
State University of New York College at Oneonta 2002 — 2005
BS, Communications
Thomson Reuters June 2014 - Present
Thomson Reuters June 2013 - June 2014
Deloitte Recap August 2012 - June 2013
GlobalData March 2010 - August 2012
Informa January 2009 - February 2010
Datamonitor September 2006 - January 2009
Morgan Stanley January 2006 - June 2006
New York Islanders June 2005 - August 2005
Skills
New Business Development, Sales Operations, Account Management, Marketing Strategy, Forecasting, Marketing Communications, Client Solutions, Strategic Consulting, Operations Management, Salesforce.com, Problem Solving, Team Building, Energy, Research, Project Execution, Deal Execution, Time Management, Business Strategy, Photoshop, CRM software
Education
State University of New York College at Oneonta 2002 — 2005
BS, Communications
Edison Sosa Edison Sosa's Morgan Stanley Experience August 2004 - December 2008
Job VP, Business Operations Group Implementation Manager at BlackRock
Industry Financial Services
Experience
BlackRock July 2013 - Present
Bank of America Merrill Lynch Asia August 2011 - June 2013
Morgan Stanley Prime Brokerage Asia Hong Kong March 2010 - July 2011
Morgan Stanley Prime Brokerage January 2009 - February 2010
Morgan Stanley August 2004 - December 2008
Morgan Stanley March 1997 - July 2004
Tradewell Discount Brokerage 1996 - 1997
National Discount Brokers/Sherwood Securities 1994 - 1996
Prudential Financial 1993 - 1994
Skills
Fixed Income, Equities, Hedge Funds, Derivatives, Prime Brokerage, Onboarding, Debt & Equity Financing, Asia Pacific, OTC, Futures, Options, Equity Swaps, Swaps, Risk Management, Margin
Education
State University of New York College at Oswego 1988 — 1992
BA, LIberal Arts
BlackRock July 2013 - Present
Bank of America Merrill Lynch Asia August 2011 - June 2013
Morgan Stanley Prime Brokerage Asia Hong Kong March 2010 - July 2011
Morgan Stanley Prime Brokerage January 2009 - February 2010
Morgan Stanley August 2004 - December 2008
Morgan Stanley March 1997 - July 2004
Tradewell Discount Brokerage 1996 - 1997
National Discount Brokers/Sherwood Securities 1994 - 1996
Prudential Financial 1993 - 1994
Skills
Fixed Income, Equities, Hedge Funds, Derivatives, Prime Brokerage, Onboarding, Debt & Equity Financing, Asia Pacific, OTC, Futures, Options, Equity Swaps, Swaps, Risk Management, Margin
Education
State University of New York College at Oswego 1988 — 1992
BA, LIberal Arts
D. Scott Clarke D. Scott Clarke's Morgan Stanley Experience January 2007 - January 2008
Job Member
Industry Financial Services
Experience
Royal United Mortgage 2008 - Present
Walter Investment Management Corp., Reverse Mortgage Solutions December 2013 - July 2015
Walter Investment Management Corp.,Green Tree Servicing May 2010 - November 2013
Hudson and Keyse, LLC January 2008 - May 2010
Morgan Stanley January 2007 - January 2008
Oak Street Financial Services February 2000 - January 2007
Bank One, now JPMorgan Chase 1993 - 1999
Household International 1986 - 1993
Skills
Mortgage Lending, Small Business Lending, ALM, Business Strategy, Credit, Loans, Risk Management, Leadership Development, Leadership, Analytics, Valuation, Business Development, Loan Origination, Financial Services, Management, Team Building, New Business Development, Marketing, Portfolio Management, Training, Consumer Lending, Capital Markets, Mortgage Banking, Strategic Planning, Residential Mortgages, Credit Analysis, Credit Risk, Refinance, Securitization, Mortgage Servicing, Loss Mitigation, Loan Servicing, Underwriting, Commercial Lending, Mortgage Underwriting
Education
State University of New York College at Oswego 1982 — 1986
Royal United Mortgage 2008 - Present
Walter Investment Management Corp., Reverse Mortgage Solutions December 2013 - July 2015
Walter Investment Management Corp.,Green Tree Servicing May 2010 - November 2013
Hudson and Keyse, LLC January 2008 - May 2010
Morgan Stanley January 2007 - January 2008
Oak Street Financial Services February 2000 - January 2007
Bank One, now JPMorgan Chase 1993 - 1999
Household International 1986 - 1993
Skills
Mortgage Lending, Small Business Lending, ALM, Business Strategy, Credit, Loans, Risk Management, Leadership Development, Leadership, Analytics, Valuation, Business Development, Loan Origination, Financial Services, Management, Team Building, New Business Development, Marketing, Portfolio Management, Training, Consumer Lending, Capital Markets, Mortgage Banking, Strategic Planning, Residential Mortgages, Credit Analysis, Credit Risk, Refinance, Securitization, Mortgage Servicing, Loss Mitigation, Loan Servicing, Underwriting, Commercial Lending, Mortgage Underwriting
Education
State University of New York College at Oswego 1982 — 1986
Christopher Lauro Christopher Lauro's Morgan Stanley Experience March 2005 - May 2007
Job Sales ManagerRegional Teams at Legg Mason
Industry Financial Services
Experience
Legg Mason July 2013 - March 2015
Legg Mason July 2010 - July 2013
Morgan Stanley Smith Barney May 2007 - May 2010
Morgan Stanley March 2005 - May 2007
Skills
Economics, Uniform Combined State..., Series 24, ETFs, Alternative Investments, FINRA, Mutual Funds, Asset Allocation, Series 6, Separately Managed..., Wealth Management, Fixed Income, Investment Advisory
Education
SUNY Cortland 1999 — 2004
BS, Economics
Legg Mason July 2013 - March 2015
Legg Mason July 2010 - July 2013
Morgan Stanley Smith Barney May 2007 - May 2010
Morgan Stanley March 2005 - May 2007
Skills
Economics, Uniform Combined State..., Series 24, ETFs, Alternative Investments, FINRA, Mutual Funds, Asset Allocation, Series 6, Separately Managed..., Wealth Management, Fixed Income, Investment Advisory
Education
SUNY Cortland 1999 — 2004
BS, Economics
Stefanie Lees Stefanie Lees's Morgan Stanley Experience January 2006 - May 2007
Job Independent PR Professional at the SAE/Account Supervisor level
Industry Public Relations and Communications
Experience
Crystalwerks The Crystal Method October 2012 - February 2014
Chris Cox January 2009 - November 2010
Venice Community Housing Corp September 2009 - September 2010
Christopher Street West Assn., Inc. March 2010 - July 2010
Christopher Street West Assn., Inc April 2009 - July 2009
Christopher Street West Assn., Inc April 2008 - July 2008
Chris Cox, Planetcox June 2007 - April 2008
Morgan Stanley January 2006 - May 2007
Pitch PR January 1999 - September 2002
Formula PR 1995 - 1998
Skills
Brand Development, Online Marketing, Marketing, A&R, Music, Public Relations, Entertainment, Radio, Social Networking, Media Relations, Sponsorship, Event Planning, Television, Publicity, Content Development, Concerts, Digital Media, Festivals, Magazines, New Media, Press Releases, Social Media, Studio Recording
Education
State University of New York College at Oswego 1991 — 1995
BA in Communications, Public Relations, Business, Music
Study Abroad in London 1 semester 1994 — 1994
International Marketing, British Literature, Art/Drawing
Crystalwerks The Crystal Method October 2012 - February 2014
Chris Cox January 2009 - November 2010
Venice Community Housing Corp September 2009 - September 2010
Christopher Street West Assn., Inc. March 2010 - July 2010
Christopher Street West Assn., Inc April 2009 - July 2009
Christopher Street West Assn., Inc April 2008 - July 2008
Chris Cox, Planetcox June 2007 - April 2008
Morgan Stanley January 2006 - May 2007
Pitch PR January 1999 - September 2002
Formula PR 1995 - 1998
Skills
Brand Development, Online Marketing, Marketing, A&R, Music, Public Relations, Entertainment, Radio, Social Networking, Media Relations, Sponsorship, Event Planning, Television, Publicity, Content Development, Concerts, Digital Media, Festivals, Magazines, New Media, Press Releases, Social Media, Studio Recording
Education
State University of New York College at Oswego 1991 — 1995
BA in Communications, Public Relations, Business, Music
Study Abroad in London 1 semester 1994 — 1994
International Marketing, British Literature, Art/Drawing
Christopher McCoo's Morgan Stanley Experience July 2011 - July 2012
Job Senior Consultant Business Analyst OTC Derivatives
Industry Financial Services
Experience
First Derivatives July 2012 - Present
Morgan Stanley July 2011 - July 2012
Morgan Stanley January 2007 - June 2011
Energex Energy Trading May 2004 - January 2007
Skills
Account Reconciliation, Superior Client Service, Operations Management, Oral Communication, Derivatives, Fixed Income, Equities, Securities, Settlement, Trading, Prime Brokerage, Financial Risk, Banking, Collateral Management, Finance, Securities Lending
Education
State University of New York College at Cortland 2001 — 2004
Bachelor of Applied Science (B.A.Sc.), Business/Commerce, General
First Derivatives July 2012 - Present
Morgan Stanley July 2011 - July 2012
Morgan Stanley January 2007 - June 2011
Energex Energy Trading May 2004 - January 2007
Skills
Account Reconciliation, Superior Client Service, Operations Management, Oral Communication, Derivatives, Fixed Income, Equities, Securities, Settlement, Trading, Prime Brokerage, Financial Risk, Banking, Collateral Management, Finance, Securities Lending
Education
State University of New York College at Cortland 2001 — 2004
Bachelor of Applied Science (B.A.Sc.), Business/Commerce, General
Nick Cangialosi's Morgan Stanley Experience March 2010 - July 2011
Job Associate US Equities, Asset Management at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2011 - Present
Morgan Stanley March 2010 - July 2011
SUNY Geneseo Student Managed Investment Fund August 2009 - December 2009
IBEW Adco Electric May 2009 - August 2009
Smart Design May 2008 - August 2008
IBEW H&L Electric June 2007 - August 2007
Skills
Asset Management, Finance, Credit, Valuation, Portfolio Management, Microsoft Excel, Investments, Equities
Education
State University of New York College at Geneseo 2006 — 2010
B.S., Business Administration
Sachem High School North 2002 — 2006
J.P. Morgan July 2011 - Present
Morgan Stanley March 2010 - July 2011
SUNY Geneseo Student Managed Investment Fund August 2009 - December 2009
IBEW Adco Electric May 2009 - August 2009
Smart Design May 2008 - August 2008
IBEW H&L Electric June 2007 - August 2007
Skills
Asset Management, Finance, Credit, Valuation, Portfolio Management, Microsoft Excel, Investments, Equities
Education
State University of New York College at Geneseo 2006 — 2010
B.S., Business Administration
Sachem High School North 2002 — 2006
Brian OToole Brian OToole's Morgan Stanley Experience August 2013 - Present
Job Morgan Stanley Electronic Trading
Industry Financial Services
Experience
Morgan Stanley August 2013 - Present
Mutual of America June 2007 - August 2013
Israel A. Englander & Co. 2002 - 2006
Skills
Customer Service, Series 63, Microsoft Excel, Employee Benefits, Banking, Social Media, Sales, Insurance, Financial Reporting, Financial Analysis, Credit, Investments, Customer Satisfaction, Risk Management, Series 7, series 55, Bloomberg Terminal, Options, Options Strategies, Bloomberg, Retirement Planning, Mutual Funds, Equities, Securities, series 3, Futures, Futures Trading, Currency Futures, Equity Trading, Hedge Funds, Financial Markets, Trading, Derivatives, Trading Systems, Electronic Trading, Equity Derivatives
Education
State University of New York Empire State College
Bachelor's Degree
Morgan Stanley August 2013 - Present
Mutual of America June 2007 - August 2013
Israel A. Englander & Co. 2002 - 2006
Skills
Customer Service, Series 63, Microsoft Excel, Employee Benefits, Banking, Social Media, Sales, Insurance, Financial Reporting, Financial Analysis, Credit, Investments, Customer Satisfaction, Risk Management, Series 7, series 55, Bloomberg Terminal, Options, Options Strategies, Bloomberg, Retirement Planning, Mutual Funds, Equities, Securities, series 3, Futures, Futures Trading, Currency Futures, Equity Trading, Hedge Funds, Financial Markets, Trading, Derivatives, Trading Systems, Electronic Trading, Equity Derivatives
Education
State University of New York Empire State College
Bachelor's Degree
Jimmy Classey's Morgan Stanley Experience March 2013 - Present
Job Municipal Bond Trader at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2013 - Present
Morgan Stanley March 2012 - March 2013
Morgan Stanley January 2010 - March 2012
Morgan Stanley December 2008 - January 2010
Skills
Bloomberg, Fixed Income, Bonds, Capital Markets, Series 7, Equities, Options, Securities, Series 63, Trading, Alternative Investments, Derivatives, Hedge Funds, FINRA, Asset Allocation
Education
State University of New York College at Cortland 2004 — 2008
B.S. Business Economics
Morgan Stanley March 2013 - Present
Morgan Stanley March 2012 - March 2013
Morgan Stanley January 2010 - March 2012
Morgan Stanley December 2008 - January 2010
Skills
Bloomberg, Fixed Income, Bonds, Capital Markets, Series 7, Equities, Options, Securities, Series 63, Trading, Alternative Investments, Derivatives, Hedge Funds, FINRA, Asset Allocation
Education
State University of New York College at Cortland 2004 — 2008
B.S. Business Economics
Joseph Andrade Jr Joseph Andrade Jr's Morgan Stanley Experience December 2007 - October 2008
Job Manager/Pharmacist Technician/ Western Union Financial Officer at Novacare pharmacy
Industry Investment Banking
Experience
Novacare pharmacy February 2012 - Present
Dimension Trading Group LLC July 2011 - Present
Nest Seekers International 2011 - Present
Wedbush Securities November 2009 - June 2011
Manor Medical Office June 2009 - December 2009
Morgan Stanley December 2007 - October 2008
Sharp Electronics October 2007 - January 2008
Skills
Portfolio Management, Excel, Access, Trading, Customer Relations, Equities, PowerPoint, Investments, Word, Microsoft Office, Analysis, Financial Analysis, Customer Service, Compliance, Corporate Finance, Accounting, Banking, Research, Risk Management, Problem Solving, Spanish, English, Microsoft Excel, Private Equity, Real Estate
Education
SUNY Cortland 2003 — 2007
Bachelor of Science (BS), Economics
State University of New York College at Cortland 2003 — 2007
Economics, Finance, Accounting
shs
Novacare pharmacy February 2012 - Present
Dimension Trading Group LLC July 2011 - Present
Nest Seekers International 2011 - Present
Wedbush Securities November 2009 - June 2011
Manor Medical Office June 2009 - December 2009
Morgan Stanley December 2007 - October 2008
Sharp Electronics October 2007 - January 2008
Skills
Portfolio Management, Excel, Access, Trading, Customer Relations, Equities, PowerPoint, Investments, Word, Microsoft Office, Analysis, Financial Analysis, Customer Service, Compliance, Corporate Finance, Accounting, Banking, Research, Risk Management, Problem Solving, Spanish, English, Microsoft Excel, Private Equity, Real Estate
Education
SUNY Cortland 2003 — 2007
Bachelor of Science (BS), Economics
State University of New York College at Cortland 2003 — 2007
Economics, Finance, Accounting
shs
Noreen McMullan Noreen McMullan's Morgan Stanley Experience April 2008 - March 2012
Job Chief Human Resources Officer at AXIS Capital
Industry Insurance
Experience
AXIS Capital September 2014 - Present
FirstKey April 2013 - August 2014
Bank of America August 2012 - March 2013
Morgan Stanley April 2008 - March 2012
Morgan Stanley October 1998 - April 2008
Citibank March 1988 - October 1998
Education
State University of New York College at Oswego
BA, Psychology
AXIS Capital September 2014 - Present
FirstKey April 2013 - August 2014
Bank of America August 2012 - March 2013
Morgan Stanley April 2008 - March 2012
Morgan Stanley October 1998 - April 2008
Citibank March 1988 - October 1998
Education
State University of New York College at Oswego
BA, Psychology
Virginia (Ginger) Schnapp Virginia (Ginger) Schnapp's Morgan Stanley Experience May 1988 - Present
Job back office operations
Industry Financial Services
Experience
Morgan Stanley May 1988 - Present
American Pioneer Savings Bank September 1985 - May 1988
Education
SUNY Empire State College
Bachelor of Science, Business Administration
Morgan Stanley May 1988 - Present
American Pioneer Savings Bank September 1985 - May 1988
Education
SUNY Empire State College
Bachelor of Science, Business Administration
Kim (Correa) Maeshack's Morgan Stanley Experience July 1997 - September 1999
Job Plant Two Quality Manager at Precision Valve North America, Inc.
Industry Packaging and Containers
Experience
Precision Valve North America, Inc. August 2015 - Present
Precision Valve Corporation November 2014 - Present
Precision Valve Corporation May 2014 - Present
Precision Valve Corporation July 2012 - May 2014
Precision Valve Corporation July 2002 - August 2011
American Sugar Refining March 2002 - July 2002
Berdon LLP October 2001 - March 2002
Macquarie Capital Partners August 2001 - October 2001
Center for Executive Options September 1999 - August 2001
Morgan Stanley July 1997 - September 1999
Skills
Human Resources, Problem Solving, Continuous Improvement, Training, Manufacturing, Change Management, Team Building, Operations Management, Process Improvement, Product Development, Six Sigma, ISO, Coaching, Community Organizing, Process Engineering, Iso 9000, Employee Relations, Customer Service, Quality Management, Quality System, Management, Cross-functional Team..., 5S, Purchasing, Manufacturing..., Packaging, Root Cause Analysis, Quality Assurance, Validation, Lean Manufacturing, TPM, Quality Control, Leadership, Writing, Reporting & Analysis, Data Analysis, ISO 9000
Education
University of Phoenix 2014 — 2017
Bachelor’s Degree, Management
State University of New York Empire State College 2009 — 2012
Business, Management and Economics
The College of New Rochelle 1994 — 1996
Precision Valve North America, Inc. August 2015 - Present
Precision Valve Corporation November 2014 - Present
Precision Valve Corporation May 2014 - Present
Precision Valve Corporation July 2012 - May 2014
Precision Valve Corporation July 2002 - August 2011
American Sugar Refining March 2002 - July 2002
Berdon LLP October 2001 - March 2002
Macquarie Capital Partners August 2001 - October 2001
Center for Executive Options September 1999 - August 2001
Morgan Stanley July 1997 - September 1999
Skills
Human Resources, Problem Solving, Continuous Improvement, Training, Manufacturing, Change Management, Team Building, Operations Management, Process Improvement, Product Development, Six Sigma, ISO, Coaching, Community Organizing, Process Engineering, Iso 9000, Employee Relations, Customer Service, Quality Management, Quality System, Management, Cross-functional Team..., 5S, Purchasing, Manufacturing..., Packaging, Root Cause Analysis, Quality Assurance, Validation, Lean Manufacturing, TPM, Quality Control, Leadership, Writing, Reporting & Analysis, Data Analysis, ISO 9000
Education
University of Phoenix 2014 — 2017
Bachelor’s Degree, Management
State University of New York Empire State College 2009 — 2012
Business, Management and Economics
The College of New Rochelle 1994 — 1996
Judy Alleyne Judy Alleyne's Morgan Stanley Experience January 1998 - March 2005
Job Contract Administrator at STV, Incorporated
Industry Construction
Experience
STV, Incorporated April 2012 - Present
NobleStrategy, LLC October 2006 - April 2012
New York City School Construction Authority 2006 - 2011
Flight Safety International April 2005 - August 2006
Morgan Stanley January 1998 - March 2005
Skills
Contract Negotiation, Green Building, CPM Scheduling, Pre-construction, Primavera P6, Subcontracting, Project Management, Submittals, MS Project, Proposal Writing, Construction Safety, Microsoft Office, Value Engineering, Strategic Planning, Cost Control, Contract Management, Project Bidding, Construction Management, Project Planning, Team Building, Construction, Renovation, Procurement, Civil Engineering, Project Control, Accounts Payable, Outlook, Microsoft Word, Change Orders, Contractors, Feasibility Studies, Project Estimation
Education
State University of New York College at Potsdam 1981 — 1985
Philosophy / English
Roslyn High School 1980 — 1981
High School Diploma
STV, Incorporated April 2012 - Present
NobleStrategy, LLC October 2006 - April 2012
New York City School Construction Authority 2006 - 2011
Flight Safety International April 2005 - August 2006
Morgan Stanley January 1998 - March 2005
Skills
Contract Negotiation, Green Building, CPM Scheduling, Pre-construction, Primavera P6, Subcontracting, Project Management, Submittals, MS Project, Proposal Writing, Construction Safety, Microsoft Office, Value Engineering, Strategic Planning, Cost Control, Contract Management, Project Bidding, Construction Management, Project Planning, Team Building, Construction, Renovation, Procurement, Civil Engineering, Project Control, Accounts Payable, Outlook, Microsoft Word, Change Orders, Contractors, Feasibility Studies, Project Estimation
Education
State University of New York College at Potsdam 1981 — 1985
Philosophy / English
Roslyn High School 1980 — 1981
High School Diploma
Sean McCarty Sean McCarty's Morgan Stanley Experience 1989 - 1992
Job Vice President at Morgan Stanley Wealth Management
Industry Investment Management
Experience
Morgan Stanley Wealth Management March 2010 - Present
Raymond James & Associates December 2008 - April 2010
UBS Financial Services February 2007 - November 2008
Milestone Wealth Management February 2003 - February 2007
Wachovia Securities May 1997 - February 2003
PaineWebber 1994 - 1997
Morgan Stanley 1989 - 1992
Education
State University of New York College at Plattsburgh 1984 — 1988
Morgan Stanley Wealth Management March 2010 - Present
Raymond James & Associates December 2008 - April 2010
UBS Financial Services February 2007 - November 2008
Milestone Wealth Management February 2003 - February 2007
Wachovia Securities May 1997 - February 2003
PaineWebber 1994 - 1997
Morgan Stanley 1989 - 1992
Education
State University of New York College at Plattsburgh 1984 — 1988
Joseph Prunier Joseph Prunier's Morgan Stanley Experience July 1992 - February 1994
Job North American Market Manager at tesa tape
Industry Chemicals
Experience
tesa tape February 1998 - Present
Aggreko April 1995 - February 1998
Dictaphone March 1994 - April 1995
Morgan Stanley July 1992 - February 1994
New York State Assembly 1989 - 1992
Education
State University of New York College at Plattsburgh 1983 — 1987
BA, Latin American Studies, History, Political Science
Ballston Spa High School 1979 — 1983
tesa tape February 1998 - Present
Aggreko April 1995 - February 1998
Dictaphone March 1994 - April 1995
Morgan Stanley July 1992 - February 1994
New York State Assembly 1989 - 1992
Education
State University of New York College at Plattsburgh 1983 — 1987
BA, Latin American Studies, History, Political Science
Ballston Spa High School 1979 — 1983
Dan Menscher Dan Menscher's Morgan Stanley Experience 1983 - 2004
Job National Sales Manager at JVB Financial Group, LLC
Industry Financial Services
Experience
JVB Financial Group, LLC February 2010 - Present
New England Financial June 2007 - January 2010
JVB Financial Group March 2004 - June 2007
Morgan Stanley 1983 - 2004
Dean Witter 1983 - 1997
Skills
Wealth Management, Asset Management, Sales, MBS, Bonds, Investments, Bloomberg, Trading, Asset Managment, Fixed Income, Insurance, Series 63, Series 7, Financial Services, Capital Markets, Banking, Derivatives, Securities, Fixed Annuities, FINRA, Equities, Financial Modeling, Microsoft Excel, Life Insurance, Series 24, Portfolio Management
Education
State University of New York College at Oneonta
Bachelor of Arts (B.A.), Psychology
JVB Financial Group, LLC February 2010 - Present
New England Financial June 2007 - January 2010
JVB Financial Group March 2004 - June 2007
Morgan Stanley 1983 - 2004
Dean Witter 1983 - 1997
Skills
Wealth Management, Asset Management, Sales, MBS, Bonds, Investments, Bloomberg, Trading, Asset Managment, Fixed Income, Insurance, Series 63, Series 7, Financial Services, Capital Markets, Banking, Derivatives, Securities, Fixed Annuities, FINRA, Equities, Financial Modeling, Microsoft Excel, Life Insurance, Series 24, Portfolio Management
Education
State University of New York College at Oneonta
Bachelor of Arts (B.A.), Psychology
Edward Lupo Edward Lupo's Morgan Stanley Experience May 2011 - Present
Job Product Manager at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley May 2011 - Present
AllianceBernstein June 2006 - May 2011
OppenheimerFunds September 2004 - June 2006
Morgan Stanley November 1998 - September 2004
Value Line August 1997 - November 1998
Skills
Mutual Funds, Fixed Income, Asset Managment, Equities, Alternative Investments, Hedge Funds, Asset Allocation, Portfolio Management, Investments, Investment Management, Bloomberg, Financial Markets, Securities, Financial Modeling, Wealth Management, Investment Strategies, Derivatives, Financial Services, Asset Management, Strategy
Education
State University of New York College at Oswego
BS Business Administration, Concentration in Finance, Minor in Economics
Morgan Stanley May 2011 - Present
AllianceBernstein June 2006 - May 2011
OppenheimerFunds September 2004 - June 2006
Morgan Stanley November 1998 - September 2004
Value Line August 1997 - November 1998
Skills
Mutual Funds, Fixed Income, Asset Managment, Equities, Alternative Investments, Hedge Funds, Asset Allocation, Portfolio Management, Investments, Investment Management, Bloomberg, Financial Markets, Securities, Financial Modeling, Wealth Management, Investment Strategies, Derivatives, Financial Services, Asset Management, Strategy
Education
State University of New York College at Oswego
BS Business Administration, Concentration in Finance, Minor in Economics
Joe Fagnani Joe Fagnani's Morgan Stanley Experience August 2011 - Present
Job Virtualization Engineer at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley August 2011 - Present
NYC DoITT May 2007 - February 2012
Skills
Disaster Recovery, Storage, Servers, Storage Area Networks, Cloud Computing, Data Center, Enterprise Architecture, Virtualization, VMware, Unix, Network Security, Active Directory, Windows Server, VMware ESX
Education
State University of New York College at Oneonta 1979 — 1981
M.A., Biology
Morgan Stanley August 2011 - Present
NYC DoITT May 2007 - February 2012
Skills
Disaster Recovery, Storage, Servers, Storage Area Networks, Cloud Computing, Data Center, Enterprise Architecture, Virtualization, VMware, Unix, Network Security, Active Directory, Windows Server, VMware ESX
Education
State University of New York College at Oneonta 1979 — 1981
M.A., Biology
Reyne Pierce Reyne Pierce's Morgan Stanley Experience March 1989 - July 1992
Job Assistant Vice President Retail Lending Manager
Industry Banking
Experience
Pathfinder Bank March 1993 - Present
Morgan Stanley March 1989 - July 1992
Skills
Banking, Word, Team Building, Supervisory Skills, Microsoft Office, Microsoft Word, Project Planning, Customer Service, Budgets, Strategic Planning, Retail, Contract Negotiation, Loans, Public Speaking, Negotiation, Sales Management, Coaching, Microsoft Excel, Team Leadership, New Business Development, Time Management, Credit, Leadership, Financial Analysis, Mortgage Lending, Commercial Banking, Commercial Lending, Management, Investments, Insurance, Commercial Mortgages, Finance, Small Business Lending, Consumer Lending, Credit Analysis
Education
State University of New York College at Oswego
Pathfinder Bank March 1993 - Present
Morgan Stanley March 1989 - July 1992
Skills
Banking, Word, Team Building, Supervisory Skills, Microsoft Office, Microsoft Word, Project Planning, Customer Service, Budgets, Strategic Planning, Retail, Contract Negotiation, Loans, Public Speaking, Negotiation, Sales Management, Coaching, Microsoft Excel, Team Leadership, New Business Development, Time Management, Credit, Leadership, Financial Analysis, Mortgage Lending, Commercial Banking, Commercial Lending, Management, Investments, Insurance, Commercial Mortgages, Finance, Small Business Lending, Consumer Lending, Credit Analysis
Education
State University of New York College at Oswego
David J. Rein David J. Rein's Morgan Stanley Experience March 2006 - March 2009
Job Audiovisual Coordinator at Cadwalader, Wickersham, and Taft LLP
Industry Information Technology and Services
Experience
Cadwalader, Wickersham & Taft LLP December 2014 - Present
Dentons US LLP May 2012 - November 2014
Dewey & LeBoeuf LLP October 2010 - February 2012
Community Communications January 1993 - February 2012
Barclays Capital March 2010 - July 2010
MasterCard June 2009 - March 2010
Morgan Stanley March 2006 - March 2009
Newburgh Enlarged City School District 2004 - 2007
United Jewish Communities July 2000 - October 2001
News 12 Bronx / Rainbow Media March 1998 - July 2000
Skills
Tandberg, Microsoft Office, Video Conferencing, Video, Digital Media, AV, Video Production, Audio Conferencing, Broadcast, Crestron, Media Production, Camera, Training, Video Editing, Leadership, Final Cut Pro, Sales, Facebook, Television, HD Video, Telepresence, Videography, Broadcast Television, Web Video, Multimedia, Streaming Media, Digital Video, Mac, Networking, Producing, Sound, Live Events, New Media, Creative Direction, Editing, Management, Troubleshooting, Event Planning, Customer Service, Project Management
Education
State University of New York College at Plattsburgh 1988 — 1992
Bachelor, Mass Communications
University of Central Lancashire 1990 — 1990
Study Abroad, Euopean Mass Media Arts
NFA 1986 — 1988
NYS Regents Diploma, Communications and IT Studies
Cadwalader, Wickersham & Taft LLP December 2014 - Present
Dentons US LLP May 2012 - November 2014
Dewey & LeBoeuf LLP October 2010 - February 2012
Community Communications January 1993 - February 2012
Barclays Capital March 2010 - July 2010
MasterCard June 2009 - March 2010
Morgan Stanley March 2006 - March 2009
Newburgh Enlarged City School District 2004 - 2007
United Jewish Communities July 2000 - October 2001
News 12 Bronx / Rainbow Media March 1998 - July 2000
Skills
Tandberg, Microsoft Office, Video Conferencing, Video, Digital Media, AV, Video Production, Audio Conferencing, Broadcast, Crestron, Media Production, Camera, Training, Video Editing, Leadership, Final Cut Pro, Sales, Facebook, Television, HD Video, Telepresence, Videography, Broadcast Television, Web Video, Multimedia, Streaming Media, Digital Video, Mac, Networking, Producing, Sound, Live Events, New Media, Creative Direction, Editing, Management, Troubleshooting, Event Planning, Customer Service, Project Management
Education
State University of New York College at Plattsburgh 1988 — 1992
Bachelor, Mass Communications
University of Central Lancashire 1990 — 1990
Study Abroad, Euopean Mass Media Arts
NFA 1986 — 1988
NYS Regents Diploma, Communications and IT Studies
Michael J. Tisdell's Morgan Stanley Experience December 2010 - December 2011
Job Financial Consultant at Oneida Wealth Management, Inc.
Industry Financial Services
Experience
Oneida Wealth Management January 2012 - Present
Morgan Stanley December 2010 - December 2011
Key Bank, N.A. November 2007 - December 2010
Alliance Bank, N.A. November 2006 - November 2007
Skills
Qualified Retirement..., 401k, Portfolio Management, Investments, Strategic Financial..., Wealth Management, Retirement Planning, Estate Planning, Financial Analysis, Commercial Banking, Credit, Series 7, Series 66, Life & Health Insurance..., Uniform Combined State..., FINRA, Retirement, Securities, Leadership, Banking, Pensions, Wealth Management..., Business Planning, Commercial Lending, Finance
Education
State University of New York College at Oswego 2002 — 2006
Bachelor of Arts (B.A.)
Oneida Wealth Management January 2012 - Present
Morgan Stanley December 2010 - December 2011
Key Bank, N.A. November 2007 - December 2010
Alliance Bank, N.A. November 2006 - November 2007
Skills
Qualified Retirement..., 401k, Portfolio Management, Investments, Strategic Financial..., Wealth Management, Retirement Planning, Estate Planning, Financial Analysis, Commercial Banking, Credit, Series 7, Series 66, Life & Health Insurance..., Uniform Combined State..., FINRA, Retirement, Securities, Leadership, Banking, Pensions, Wealth Management..., Business Planning, Commercial Lending, Finance
Education
State University of New York College at Oswego 2002 — 2006
Bachelor of Arts (B.A.)
Anthony Monaco Anthony Monaco's Morgan Stanley Experience June 2009 - October 2012
Job Vice President Head of Business Development and Strategy at HTx Services LLC
Industry Information Technology and Services
Experience
HTx Services LLC March 2015 - Present
Grange Technology Management Corporation January 2013 - February 2015
Morgan Stanley June 2009 - October 2012
Citi 2008 - 2009
Smith Barney Brokerage Firm 2004 - 2008
Skills
IT Service Management, Risk Management, Securities, ITIL Process, Asset Management, Desktop Support..., Vendor Management, Business Analysis, Program Management, SDLC, IT Management, IT Strategy, Process Improvement, Disaster Recovery
Education
State University of New York Empire State College
Bachelor's Degree, Business Administration, Management and Operations
HTx Services LLC March 2015 - Present
Grange Technology Management Corporation January 2013 - February 2015
Morgan Stanley June 2009 - October 2012
Citi 2008 - 2009
Smith Barney Brokerage Firm 2004 - 2008
Skills
IT Service Management, Risk Management, Securities, ITIL Process, Asset Management, Desktop Support..., Vendor Management, Business Analysis, Program Management, SDLC, IT Management, IT Strategy, Process Improvement, Disaster Recovery
Education
State University of New York Empire State College
Bachelor's Degree, Business Administration, Management and Operations
Michael Gold CFP® Michael Gold CFP®'s Morgan Stanley Experience March 2000 - April 2001
Job Private Client Advisor
Industry Financial Services
Experience
Gerstein Fisher December 2012 - Present
KBK Wealth Management March 2009 - November 2012
Wachovia Securities July 2005 - October 2008
Ladenburg Thalmann 2001 - 2005
Morgan Stanley March 2000 - April 2001
DeWitt's Media, Inc. 1999 - 2000
Skills
Pensions, Retirement Planning, Series 7, Securities, Wealth Management, Certified Financial..., Disability Insurance, Life Insurance, Long Term Care Insurance, Investment Advisory, Investment Strategies, Retirement, Series 63, Series 65, Asset Allocation, Finance, Financial Advisory, Strategic Financial..., Wealth, Investments, Mutual Funds, ETFs, Asset Management, Portfolio Management, Investment Management, Estate Planning, 401k, Financial Planning
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (MBA), Quantitative Finance
State University of New York College at Oneonta 1996 — 1999
BA, Business & Economics
Gerstein Fisher December 2012 - Present
KBK Wealth Management March 2009 - November 2012
Wachovia Securities July 2005 - October 2008
Ladenburg Thalmann 2001 - 2005
Morgan Stanley March 2000 - April 2001
DeWitt's Media, Inc. 1999 - 2000
Skills
Pensions, Retirement Planning, Series 7, Securities, Wealth Management, Certified Financial..., Disability Insurance, Life Insurance, Long Term Care Insurance, Investment Advisory, Investment Strategies, Retirement, Series 63, Series 65, Asset Allocation, Finance, Financial Advisory, Strategic Financial..., Wealth, Investments, Mutual Funds, ETFs, Asset Management, Portfolio Management, Investment Management, Estate Planning, 401k, Financial Planning
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (MBA), Quantitative Finance
State University of New York College at Oneonta 1996 — 1999
BA, Business & Economics
Janet Benedetti Janet Benedetti's Morgan Stanley Experience August 1989 - November 1992
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 1993 - Present
Morgan Stanley August 1989 - November 1992
Education
State University of New York College at Oneonta 1987 — 1989
Bachelor of Science (BS), Economics
Ameriprise Financial Services, Inc. March 1993 - Present
Morgan Stanley August 1989 - November 1992
Education
State University of New York College at Oneonta 1987 — 1989
Bachelor of Science (BS), Economics
Ellen Martin Ellen Martin's Morgan Stanley Experience 1998 - 2001
Job Marketing and Communications Associate
Industry Executive Office
Experience
FirstService Residential New York August 2003 - March 2014
Wentworth Group 2003 - 2010
Morgan Stanley 1998 - 2001
Skills
Property Management, Real Estate, Budgets, Marketing, Customer Service, Strategic Planning, Microsoft Office, Microsoft Excel, Microsoft Word, Contract Negotiation, Construction, Apartments, Marketing Communications, Management, New Business Development, Marketing Strategy, Event Planning, Sales, Negotiation, Team Building, Social Media Marketing, Press Releases, Advertising
Education
State University of New York Empire State College 2001 — 2003
BA
FirstService Residential New York August 2003 - March 2014
Wentworth Group 2003 - 2010
Morgan Stanley 1998 - 2001
Skills
Property Management, Real Estate, Budgets, Marketing, Customer Service, Strategic Planning, Microsoft Office, Microsoft Excel, Microsoft Word, Contract Negotiation, Construction, Apartments, Marketing Communications, Management, New Business Development, Marketing Strategy, Event Planning, Sales, Negotiation, Team Building, Social Media Marketing, Press Releases, Advertising
Education
State University of New York Empire State College 2001 — 2003
BA
David P. Dwyer M.B.A. David P. Dwyer M.B.A.'s Morgan Stanley Experience June 2000 - September 2001
Job Vice President of Sales and Operations at Miller EnviroCare Inc.
Industry Consumer Services
Experience
Miller Enviro-Care Inc. May 2014 - Present
Devcon Security February 2012 - January 2013
BNI 2012 - 2013
Verizon Wireless June 2010 - January 2012
Top Sales Executives Corp. January 2007 - June 2010
Ricoh Americas Corporation January 2002 - January 2007
Morgan Stanley June 2000 - September 2001
Edward Jones June 1999 - June 2000
Skills
Account Management, Sales Management, Direct Sales, Cold Calling, Sales Process, Negotiation, New Business Development, Selling, Customer Satisfaction, Strategic Account..., Solution Selling, Team Building, Sales Presentations, Team Leadership, Closing Abilities, Sales Management..., Corporate Sales..., Corporate Sales..., Sales Operations, Call Centers, Key Account Management, Sales, Contract Negotiation, Forecasting, Management, Recruiting, P&L Management, Coaching, Networking
Education
State University of New York at Oswego 1997 — 1999
Master of Business Administration (M.B.A.), Business Administration and Management, General
SUNY Oswego 1995 — 1999
Bachelor of Business Administration (BBA), Finance, HR Law
Miller Enviro-Care Inc. May 2014 - Present
Devcon Security February 2012 - January 2013
BNI 2012 - 2013
Verizon Wireless June 2010 - January 2012
Top Sales Executives Corp. January 2007 - June 2010
Ricoh Americas Corporation January 2002 - January 2007
Morgan Stanley June 2000 - September 2001
Edward Jones June 1999 - June 2000
Skills
Account Management, Sales Management, Direct Sales, Cold Calling, Sales Process, Negotiation, New Business Development, Selling, Customer Satisfaction, Strategic Account..., Solution Selling, Team Building, Sales Presentations, Team Leadership, Closing Abilities, Sales Management..., Corporate Sales..., Corporate Sales..., Sales Operations, Call Centers, Key Account Management, Sales, Contract Negotiation, Forecasting, Management, Recruiting, P&L Management, Coaching, Networking
Education
State University of New York at Oswego 1997 — 1999
Master of Business Administration (M.B.A.), Business Administration and Management, General
SUNY Oswego 1995 — 1999
Bachelor of Business Administration (BBA), Finance, HR Law
Elaine Quagliata Elaine Quagliata's Morgan Stanley Experience September 1998 - August 2007
Job Channel OperationsNA Partner Sales
Industry Computer Software
Experience
Red Hat July 2015 - Present
Red Hat July 2013 - Present
Red Hat January 2009 - June 2013
Red Hat December 2007 - January 2009
Morgan Stanley September 1998 - August 2007
Skills
Editing, Video Production, Digital Media, Broadcast, Video Editing, Social Media, Final Cut Pro, Production Managment, Event Management, Live Events, Lead Generation, Salesforce.com, Teleprompter Operations, Theatre Production, Project Management, Customer Service, Video, Business Development
Education
State University of New York College at Oneonta 1987 — 1990
Bachelor of Arts (B.A.), English Language and Literature, General
Red Hat July 2015 - Present
Red Hat July 2013 - Present
Red Hat January 2009 - June 2013
Red Hat December 2007 - January 2009
Morgan Stanley September 1998 - August 2007
Skills
Editing, Video Production, Digital Media, Broadcast, Video Editing, Social Media, Final Cut Pro, Production Managment, Event Management, Live Events, Lead Generation, Salesforce.com, Teleprompter Operations, Theatre Production, Project Management, Customer Service, Video, Business Development
Education
State University of New York College at Oneonta 1987 — 1990
Bachelor of Arts (B.A.), English Language and Literature, General
Joshua Hasselbach Joshua Hasselbach's Morgan Stanley Experience October 2005 - August 2008
Job Senior Compliance Officer at U.S. Capital Advisors LLC
Industry Financial Services
Experience
U.S. Capital Advisors LLC July 2015 - Present
Northwestern Mutual October 2013 - October 2014
Capco March 2012 - August 2013
FBR Capital Markets & Co. June 2011 - November 2011
RBC Capital Markets August 2008 - June 2011
Morgan Stanley October 2005 - August 2008
Deutsche Bank February 2003 - October 2005
Leafstone Staffing April 2002 - February 2003
Skills
Capital Markets, Equities, Financial Services, Securities, Risk Management, Fixed Income, Derivatives, Investment Banking, Financial Risk, Finance
Education
State University of New York College at Oneonta 1998 — 2001
Bachelor of Applied Science (BASc), Business/Managerial Economics
U.S. Capital Advisors LLC July 2015 - Present
Northwestern Mutual October 2013 - October 2014
Capco March 2012 - August 2013
FBR Capital Markets & Co. June 2011 - November 2011
RBC Capital Markets August 2008 - June 2011
Morgan Stanley October 2005 - August 2008
Deutsche Bank February 2003 - October 2005
Leafstone Staffing April 2002 - February 2003
Skills
Capital Markets, Equities, Financial Services, Securities, Risk Management, Fixed Income, Derivatives, Investment Banking, Financial Risk, Finance
Education
State University of New York College at Oneonta 1998 — 2001
Bachelor of Applied Science (BASc), Business/Managerial Economics
Henry deVries's Morgan Stanley Experience March 2011 - Present
Job Certified Financial Planner ™
Industry Financial Services
Experience
Morgan Stanley March 2011 - Present
University of Maryland Center for Advanced Transportation Technology July 2008 - December 2013
New York State Police June 2008 - March 2011
I-95 Corridor Coalition June 2004 - June 2008
Education
Marist College 2001 — 2003
Masters, Public Administration
State University of New York Empire State College 1987 — 1993
Bachelor’s Degree, Human Services, General
Mamaroneck High School 1976 — 1980
Morgan Stanley March 2011 - Present
University of Maryland Center for Advanced Transportation Technology July 2008 - December 2013
New York State Police June 2008 - March 2011
I-95 Corridor Coalition June 2004 - June 2008
Education
Marist College 2001 — 2003
Masters, Public Administration
State University of New York Empire State College 1987 — 1993
Bachelor’s Degree, Human Services, General
Mamaroneck High School 1976 — 1980
Kathleen Angel Kathleen Angel's Morgan Stanley Experience January 2001 - September 2002
Job Administrative Assistant at Bayer CropScience
Industry Executive Office
Experience
CTG Health Solutions March 2015 - Present
PRI Investments, Inc. November 2011 - October 2014
Leadership Forum Inc. April 2011 - November 2011
Longistics Transportation May 2010 - October 2010
Bringing Up Minds February 2009 - May 2009
All Kinds of Minds March 2004 - February 2009
First Citizens Investor Services September 2002 - March 2004
Morgan Stanley January 2001 - September 2002
Skills
Notary Public, Compliance, Process Improvement, Customer Service, Event Planning, Marketing, Human Resources, Payroll, Salesforce.com, Google Docs, Microsoft Office, Microsoft Excel, Outlook, Time Management, Sales, Customer Satisfaction, Public Speaking
Education
State University of New York College at Geneseo 1987 — 1991
BS, Regular and Special Education, minor in Child Psychology
CTG Health Solutions March 2015 - Present
PRI Investments, Inc. November 2011 - October 2014
Leadership Forum Inc. April 2011 - November 2011
Longistics Transportation May 2010 - October 2010
Bringing Up Minds February 2009 - May 2009
All Kinds of Minds March 2004 - February 2009
First Citizens Investor Services September 2002 - March 2004
Morgan Stanley January 2001 - September 2002
Skills
Notary Public, Compliance, Process Improvement, Customer Service, Event Planning, Marketing, Human Resources, Payroll, Salesforce.com, Google Docs, Microsoft Office, Microsoft Excel, Outlook, Time Management, Sales, Customer Satisfaction, Public Speaking
Education
State University of New York College at Geneseo 1987 — 1991
BS, Regular and Special Education, minor in Child Psychology
Neil DeLuca, PMP Neil DeLuca, PMP's Morgan Stanley Experience 2011 - 2011
Job Manager IT EPMO at UnitedHealth Group
Industry Insurance
Experience
UnitedHealth Group August 2013 - Present
Bed Bath & Beyond December 2012 - Present
JetBlue Airways May 2012 - August 2012
Credit Suisse 2011 - 2012
Ensynch December 2010 - April 2011
Morgan Stanley 2011 - 2011
Morgan Stanley January 2010 - December 2010
Wells Fargo Financial 2006 - 2009
Verizon Business 2005 - 2006
Verizon Business 1999 - 2006
Skills
Project Portfolio..., Project Planning, Project Implementation, Project Coordination, Project Finance, Project Execution, Project Delivery, MS Project, Budgeting, Team Building, Team Management, Team Leadership, Cross-functional Team..., Virtual Teams, Process Improvement, Process Management, Process Mapping, Software Development..., Lean Initiatives, SDLC, SIPOC, SharePoint, Requirements Management, Scope Management, Root Cause Analysis, WBS, Earned Value Management, Business Process Mapping, Project Management, Training
Education
SUNY Plattsburgh 1989 — 1992
Bachelor of Science (BS)
State University of New York College at Plattsburgh 1989 — 1992
B.S.
UnitedHealth Group August 2013 - Present
Bed Bath & Beyond December 2012 - Present
JetBlue Airways May 2012 - August 2012
Credit Suisse 2011 - 2012
Ensynch December 2010 - April 2011
Morgan Stanley 2011 - 2011
Morgan Stanley January 2010 - December 2010
Wells Fargo Financial 2006 - 2009
Verizon Business 2005 - 2006
Verizon Business 1999 - 2006
Skills
Project Portfolio..., Project Planning, Project Implementation, Project Coordination, Project Finance, Project Execution, Project Delivery, MS Project, Budgeting, Team Building, Team Management, Team Leadership, Cross-functional Team..., Virtual Teams, Process Improvement, Process Management, Process Mapping, Software Development..., Lean Initiatives, SDLC, SIPOC, SharePoint, Requirements Management, Scope Management, Root Cause Analysis, WBS, Earned Value Management, Business Process Mapping, Project Management, Training
Education
SUNY Plattsburgh 1989 — 1992
Bachelor of Science (BS)
State University of New York College at Plattsburgh 1989 — 1992
B.S.
Laura Ruben Laura Ruben's Morgan Stanley Experience March 1986 - June 1994
Job President & Founder at Essential Assists
Industry Executive Office
Experience
Essential Assists LLC May 2012 - Present
Sabra Dipping Company, LLC November 2010 - April 2012
Berns Communications Group March 2008 - June 2010
Bear Stearns September 2004 - March 2008
Guideline (FIND/SVP) February 2002 - September 2004
Morgen Walke Associates September 1997 - May 2001
Philadelphia Magazine December 1996 - September 1997
Simon & Schuster September 1995 - May 1996
Veronis Suhler June 1994 - September 1995
Morgan Stanley March 1986 - June 1994
Skills
Office Management, Travel Management, Newsletters, Expense Management, Microsoft Office, Meeting Planning, Event Planning, Marketing Communications, Corporate Communications, Event Management, Marketing, Customer Service, Management, Marketing Strategy, Research, Budgets, Public Relations, Outlook, Human Resources, Spreadsheets, Bookkeeping, Adobe Creative Suite, Meeting Management, QuickBooks, Administrative..., Market Research, Time Management, Administrative...
Education
State University of New York College at Oneonta
BS, Business
Essential Assists LLC May 2012 - Present
Sabra Dipping Company, LLC November 2010 - April 2012
Berns Communications Group March 2008 - June 2010
Bear Stearns September 2004 - March 2008
Guideline (FIND/SVP) February 2002 - September 2004
Morgen Walke Associates September 1997 - May 2001
Philadelphia Magazine December 1996 - September 1997
Simon & Schuster September 1995 - May 1996
Veronis Suhler June 1994 - September 1995
Morgan Stanley March 1986 - June 1994
Skills
Office Management, Travel Management, Newsletters, Expense Management, Microsoft Office, Meeting Planning, Event Planning, Marketing Communications, Corporate Communications, Event Management, Marketing, Customer Service, Management, Marketing Strategy, Research, Budgets, Public Relations, Outlook, Human Resources, Spreadsheets, Bookkeeping, Adobe Creative Suite, Meeting Management, QuickBooks, Administrative..., Market Research, Time Management, Administrative...
Education
State University of New York College at Oneonta
BS, Business
Kerry Goodnight Kerry Goodnight's Morgan Stanley Experience July 2013 - May 2015
Job Loan Closing Analyst at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. May 2015 - Present
Morgan Stanley July 2013 - May 2015
Oppenheimer & Co. June 2012 - August 2012
Bayport-Blue Point Public Library July 2008 - August 2009
Skills
Access, Time Management, Outlook, Public Speaking, Team Leadership, Leadership, Group Work, Microsoft Word, Microsoft Excel, PowerPoint, Teamwork, Writing, Research, Loan Servicing, Loan Origination, Community Reinvestment..., SBA 504, SBA, Data Analysis, Finance, Financial Analysis, Social Networking
Education
State University of New York College at Oneonta 2010 — 2013
Bachelor of Science (BS), Business Economics: Concentration in Finance
Bayport-Blue Point High School 2005 — 2009
Advanced Regents Diploma
JPMorgan Chase & Co. May 2015 - Present
Morgan Stanley July 2013 - May 2015
Oppenheimer & Co. June 2012 - August 2012
Bayport-Blue Point Public Library July 2008 - August 2009
Skills
Access, Time Management, Outlook, Public Speaking, Team Leadership, Leadership, Group Work, Microsoft Word, Microsoft Excel, PowerPoint, Teamwork, Writing, Research, Loan Servicing, Loan Origination, Community Reinvestment..., SBA 504, SBA, Data Analysis, Finance, Financial Analysis, Social Networking
Education
State University of New York College at Oneonta 2010 — 2013
Bachelor of Science (BS), Business Economics: Concentration in Finance
Bayport-Blue Point High School 2005 — 2009
Advanced Regents Diploma
Diane DiLeone Diane DiLeone's Morgan Stanley Experience June 2012 - December 2013
Job Executive Assistant at Estee Lauder
Industry Banking
Experience
Estee Lauder October 2014 - Present
International Flavors & Fragrances April 2014 - October 2014
Morgan Stanley June 2012 - December 2013
Various Temporary Assignments March 2011 - November 2011
Royal Bank of Scotland November 2009 - December 2010
MasterCard WorldWide June 2005 - April 2009
Skills
Vendor Management, Human Resources, Recruiting, Employee Relations, Onboarding, Banking, Talent Acquisition, Customer Service, Management, Talent Management, Applicant Tracking..., Sourcing, HRIS
Education
State University of New York Empire State College 1999 — 2001
Bachelor of Science (BS), Business Administration and Management, General
Gwinett Technical Institute 1995 — 1995
Certificate, Medical Transcription/Transcriptionist
Estee Lauder October 2014 - Present
International Flavors & Fragrances April 2014 - October 2014
Morgan Stanley June 2012 - December 2013
Various Temporary Assignments March 2011 - November 2011
Royal Bank of Scotland November 2009 - December 2010
MasterCard WorldWide June 2005 - April 2009
Skills
Vendor Management, Human Resources, Recruiting, Employee Relations, Onboarding, Banking, Talent Acquisition, Customer Service, Management, Talent Management, Applicant Tracking..., Sourcing, HRIS
Education
State University of New York Empire State College 1999 — 2001
Bachelor of Science (BS), Business Administration and Management, General
Gwinett Technical Institute 1995 — 1995
Certificate, Medical Transcription/Transcriptionist
Jennifer Sniffen's Morgan Stanley Experience November 1995 - July 1999
Job Lead Analyst, Business Intelligence Systems
Industry Information Technology and Services
Experience
Bimbo Bakeries USA February 2012 - Present
Teachers College, Columbia University November 2007 - February 2012
Eastern Suffolk BOCES May 2004 - November 2007
Teachers College Columbia University July 1999 - April 2004
Morgan Stanley November 1995 - July 1999
Skills
Instructional Design, Higher Education, Staff Development, E-Learning, Instructional Technology, Educational Technology, Integration, Curriculum Design, Training, Teaching, Leadership Development, Data Analysis, Program Development, Program Management, Nonprofits, Analysis, Public Speaking, Team Building
Education
Teachers College Columbia University 1999 — 2002
Master of Arts (M.A.), Educational Technology, 4.0
SUNY Geneseo 1991 — 1995
Bachelor of Science (B.S.), Management Science, Graduated Cum Laude
University of North London 1994 — 1994
Bellport High School 1987 — 1991
High School
Bimbo Bakeries USA February 2012 - Present
Teachers College, Columbia University November 2007 - February 2012
Eastern Suffolk BOCES May 2004 - November 2007
Teachers College Columbia University July 1999 - April 2004
Morgan Stanley November 1995 - July 1999
Skills
Instructional Design, Higher Education, Staff Development, E-Learning, Instructional Technology, Educational Technology, Integration, Curriculum Design, Training, Teaching, Leadership Development, Data Analysis, Program Development, Program Management, Nonprofits, Analysis, Public Speaking, Team Building
Education
Teachers College Columbia University 1999 — 2002
Master of Arts (M.A.), Educational Technology, 4.0
SUNY Geneseo 1991 — 1995
Bachelor of Science (B.S.), Management Science, Graduated Cum Laude
University of North London 1994 — 1994
Bellport High School 1987 — 1991
High School
Erik Lapinski Erik Lapinski's Morgan Stanley Experience August 2015 - Present
Job Institutional Equity Division CBA at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
Transamerica Financial Advisors, Inc. May 2014 - August 2014
Follett Higher Education Group July 2012 - January 2014
Shoprite October 2010 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Management, Marketing, Statistics
Education
CFA Program
2015 Level II Candidate
SUNY Geneseo 2011 — 2015
Bachelor of Arts (BA), Economics
Don Bosco Preparatory High School 2007 — 2011
High School
Morgan Stanley August 2015 - Present
Transamerica Financial Advisors, Inc. May 2014 - August 2014
Follett Higher Education Group July 2012 - January 2014
Shoprite October 2010 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Management, Marketing, Statistics
Education
CFA Program
2015 Level II Candidate
SUNY Geneseo 2011 — 2015
Bachelor of Arts (BA), Economics
Don Bosco Preparatory High School 2007 — 2011
High School
Tom Schonig's Morgan Stanley Experience March 2012 - March 2014
Job Technology Risk & Cybersecurity
Industry Financial Services
Experience
Mitsubishi UFJ Securities July 2015 - Present
Nomura Securities September 2014 - July 2015
Nomura Securities March 2014 - September 2014
Morgan Stanley March 2012 - March 2014
PTS Consulting September 2011 - March 2014
State University of New York at Geneseo May 2010 - May 2011
Skills
Project Management, Leadership, Risk Management, Technical Analysis, Data Visualization, Algorithmic Trading, Quantitative Analytics
Education
State University of New York College at Geneseo 2007 — 2011
Bachelor of Arts (B.A.), International Relations / Global Economy
Mitsubishi UFJ Securities July 2015 - Present
Nomura Securities September 2014 - July 2015
Nomura Securities March 2014 - September 2014
Morgan Stanley March 2012 - March 2014
PTS Consulting September 2011 - March 2014
State University of New York at Geneseo May 2010 - May 2011
Skills
Project Management, Leadership, Risk Management, Technical Analysis, Data Visualization, Algorithmic Trading, Quantitative Analytics
Education
State University of New York College at Geneseo 2007 — 2011
Bachelor of Arts (B.A.), International Relations / Global Economy
Jeff D. Wolk Jeff D. Wolk's Morgan Stanley Experience December 2005 - April 2012
Job Senior Vice President, Investments Branch Manager at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. April 2012 - Present
Morgan Stanley December 2005 - April 2012
Legg Mason December 1994 - December 2005
Prudential Securities Inc September 1987 - December 1994
Education
State University of New York College at Oswego 1980 — 1984
Bachelor's Degree, Marketing, Concentration in Finance - Minor in Economics
Raymond James Financial, Inc. April 2012 - Present
Morgan Stanley December 2005 - April 2012
Legg Mason December 1994 - December 2005
Prudential Securities Inc September 1987 - December 1994
Education
State University of New York College at Oswego 1980 — 1984
Bachelor's Degree, Marketing, Concentration in Finance - Minor in Economics
Edward Dominguez Edward Dominguez's Morgan Stanley Experience May 1997 - August 2002
Job Director, Wealth Management LPL Financial Branch Manager
Industry Financial Services
Experience
SEFCU Wealth Management Services November 2009 - Present
LPL Financial July 2011 - Present
UVEST Financial Services November 2009 - July 2011
Latham Circle Soccer Club 2007 - 2010
Pioneer Savings Bank August 2002 - November 2009
Morgan Stanley May 1997 - August 2002
Skills
Banking, Retail Banking, Securities, Portfolio Management, Wealth Management, Investment Advisory, Consumer Lending, Finance, Strategic Planning, Loans, Credit, Series 7, Series 24, Series 31, Series 63, Series 65, Retirement Planning, Strategic Financial..., Financial Analysis, Mutual Funds, Sales, Life Insurance, Customer Experience, Product Management, Business Process, Leadership, Credit Unions, Community Banking, Not for Profit, Due Diligence, Insurance, Commercial Lending, Wealth Management..., 401k, Program Management, Sales Management
Education
State University of New York College at Plattsburgh 1986 — 1990
BA, Political Science
SEFCU Wealth Management Services November 2009 - Present
LPL Financial July 2011 - Present
UVEST Financial Services November 2009 - July 2011
Latham Circle Soccer Club 2007 - 2010
Pioneer Savings Bank August 2002 - November 2009
Morgan Stanley May 1997 - August 2002
Skills
Banking, Retail Banking, Securities, Portfolio Management, Wealth Management, Investment Advisory, Consumer Lending, Finance, Strategic Planning, Loans, Credit, Series 7, Series 24, Series 31, Series 63, Series 65, Retirement Planning, Strategic Financial..., Financial Analysis, Mutual Funds, Sales, Life Insurance, Customer Experience, Product Management, Business Process, Leadership, Credit Unions, Community Banking, Not for Profit, Due Diligence, Insurance, Commercial Lending, Wealth Management..., 401k, Program Management, Sales Management
Education
State University of New York College at Plattsburgh 1986 — 1990
BA, Political Science
mark suss mark suss's Morgan Stanley Experience March 2014 - Present
Job Sr. Manager Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2014 - Present
Maxim Group LLC/Maxim Financial Advisors March 2006 - March 2014
Savoy Atlantic Trading January 2004 - November 2005
King Financial March 2003 - October 2003
Syndicate Trading February 2002 - November 2002
Broadway Trading August 2000 - November 2001
Skills
Trading
Education
SUNY Empire State College
Bachelor of Business Administration (B.B.A.), Busin
Morgan Stanley March 2014 - Present
Maxim Group LLC/Maxim Financial Advisors March 2006 - March 2014
Savoy Atlantic Trading January 2004 - November 2005
King Financial March 2003 - October 2003
Syndicate Trading February 2002 - November 2002
Broadway Trading August 2000 - November 2001
Skills
Trading
Education
SUNY Empire State College
Bachelor of Business Administration (B.B.A.), Busin
Tara Corcoran: MBA, PMP Tara Corcoran: MBA, PMP's Morgan Stanley Experience August 2004 - Present
Job Project Manager, Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2004 - Present
Morgan Stanley April 2009 - May 2010
Morgan Stanley April 2007 - April 2009
Morgan Stanley August 2005 - April 2007
Morgan Stanley August 2004 - August 2005
Prudential Financial August 2003 - August 2004
Prudential Financial June 2002 - August 2003
Prudential Financial June 1999 - June 2002
Nextel Communications 1997 - 1999
Skills
Vendor Management, Portfolio Management, Risk Management, Fixed Income, Equities, Business Process, Project Management, Financial Services, Management, MS Project, Outsourcing, Team Leadership, Procurement, Asset Management, Cross-functional Team..., PMP, Analysis, Visio, Integration
Education
Wagner College 2000 — 2003
Masters, International Business
SUNY Oswego 1995 — 1997
BSS, Business Administration
SUNY Delhi 1993 — 1995
AAS, Travel and Tourism
Morgan Stanley August 2004 - Present
Morgan Stanley April 2009 - May 2010
Morgan Stanley April 2007 - April 2009
Morgan Stanley August 2005 - April 2007
Morgan Stanley August 2004 - August 2005
Prudential Financial August 2003 - August 2004
Prudential Financial June 2002 - August 2003
Prudential Financial June 1999 - June 2002
Nextel Communications 1997 - 1999
Skills
Vendor Management, Portfolio Management, Risk Management, Fixed Income, Equities, Business Process, Project Management, Financial Services, Management, MS Project, Outsourcing, Team Leadership, Procurement, Asset Management, Cross-functional Team..., PMP, Analysis, Visio, Integration
Education
Wagner College 2000 — 2003
Masters, International Business
SUNY Oswego 1995 — 1997
BSS, Business Administration
SUNY Delhi 1993 — 1995
AAS, Travel and Tourism
Corey Lopez Corey Lopez's Morgan Stanley Experience June 2015 - Present
Job Attended State University of New York College at Cortland
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Power Home Remodeling Group January 2015 - April 2015
ZinBurger May 2014 - January 2015
Westchester Burger Company March 2012 - August 2012
Gate Hill Day Camp June 2011 - August 2011
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Management, PowerPoint, Public Speaking, Leadership, Sales, Social Media
Education
State University of New York College at Cortland 2012 — 2014
Bachelor's degree, Criminology
Morgan Stanley June 2015 - Present
Power Home Remodeling Group January 2015 - April 2015
ZinBurger May 2014 - January 2015
Westchester Burger Company March 2012 - August 2012
Gate Hill Day Camp June 2011 - August 2011
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Management, PowerPoint, Public Speaking, Leadership, Sales, Social Media
Education
State University of New York College at Cortland 2012 — 2014
Bachelor's degree, Criminology
Christopher Han Christopher Han's Morgan Stanley Experience June 2010 - June 2011
Job Regional Vice President (External Wholesaler) at Ascensus
Industry Financial Services
Experience
Ascensus July 2014 - Present
BlackRock June 2011 - July 2014
Morgan Stanley June 2010 - June 2011
Diversified Investment Advisors January 2008 - December 2009
Merrill Lynch May 2007 - September 2007
Skills
Retirement, Investments, 401k, Mutual Funds, Portfolio Management, Asset, Investment Strategies, Series 7, Securities, Equities, Asset Allocation, FINRA, Series 6, Retirement Planning, Excel, Investment Products, Customer Service, Investment Advisory, Word, Access, PowerPoint, Microsoft Office, Client Service, Financial Analysis, Investment Policy, Financial Markets, Pensions, Alternative Investments, Series 63, Wealth Management, Financial Advisory, ETFs, Defined Benefit, Uniform Combined State..., Investment Management, Fixed Income, Asset Management, Bonds, Options, Wealth Management..., Fund Of Funds, Relationship Management, Institutional..., Defined Contribution, IRAs, Risk Management, Due Diligence, High Yield, Qualified Retirement...
Education
State University of New York College at Plattsburgh 2002 — 2007
B.S., Finance
Ardsley High School 1998 — 2002
Ascensus July 2014 - Present
BlackRock June 2011 - July 2014
Morgan Stanley June 2010 - June 2011
Diversified Investment Advisors January 2008 - December 2009
Merrill Lynch May 2007 - September 2007
Skills
Retirement, Investments, 401k, Mutual Funds, Portfolio Management, Asset, Investment Strategies, Series 7, Securities, Equities, Asset Allocation, FINRA, Series 6, Retirement Planning, Excel, Investment Products, Customer Service, Investment Advisory, Word, Access, PowerPoint, Microsoft Office, Client Service, Financial Analysis, Investment Policy, Financial Markets, Pensions, Alternative Investments, Series 63, Wealth Management, Financial Advisory, ETFs, Defined Benefit, Uniform Combined State..., Investment Management, Fixed Income, Asset Management, Bonds, Options, Wealth Management..., Fund Of Funds, Relationship Management, Institutional..., Defined Contribution, IRAs, Risk Management, Due Diligence, High Yield, Qualified Retirement...
Education
State University of New York College at Plattsburgh 2002 — 2007
B.S., Finance
Ardsley High School 1998 — 2002
Gordon Van Amburg Gordon Van Amburg's Morgan Stanley Experience February 2005 - February 2009
Job at
Industry Information Technology and Services
Experience
State University of New York September 2009 - Present
Morgan Stanley February 2005 - February 2009
Wachovia / Prudential 1993 - 2005
Prudential Securities February 1993 - November 2004
Skills
Testing, Databases, Human Resources, SDLC, Perl, Risk Management, Java, Management, Business Analysis, SQL, Hibernate, Data Analysis, Python, Healthcare Information..., Enterprise Software, Training, Tomcat, SOAP, Flex, Struts, Visio, Healthcare
Education
State University of New York Health Science Center at Brooklyn 2009 — 2011
M.S., Medical Informatics
University of Michigan 1988 — 1992
BDA
State University of New York September 2009 - Present
Morgan Stanley February 2005 - February 2009
Wachovia / Prudential 1993 - 2005
Prudential Securities February 1993 - November 2004
Skills
Testing, Databases, Human Resources, SDLC, Perl, Risk Management, Java, Management, Business Analysis, SQL, Hibernate, Data Analysis, Python, Healthcare Information..., Enterprise Software, Training, Tomcat, SOAP, Flex, Struts, Visio, Healthcare
Education
State University of New York Health Science Center at Brooklyn 2009 — 2011
M.S., Medical Informatics
University of Michigan 1988 — 1992
BDA
Ann McNally's Morgan Stanley Experience December 2007 - June 2013
Job Vice President, Business Development at Sodexo
Industry Facilities Services
Experience
Sodexo August 2014 - Present
Emcon Associates, Inc. June 2013 - August 2014
Morgan Stanley December 2007 - June 2013
Bristol-Myers Squibb 2001 - 2007
Skills
Vendor Management, Income Statement, Cross-functional Team..., Forecasting, Process Improvement, Operations Management, Strategic Planning, Change Management, Risk Management, Budgets, Team Building, Leadership, Financial Analysis, Facilities Management, Performance Improvement, Strategy, Management, Contract Negotiation, Training, Team Leadership, P&L Management, Negotiation, Customer Service, Contract Management, Business Development, Account Management, Project Planning
Education
University of Phoenix 2001 — 2004
Bachelor's Degree
State University of New York College of Agriculture and Technology at Cobleskill 1978 — 1980
Associate's degree
Sodexo August 2014 - Present
Emcon Associates, Inc. June 2013 - August 2014
Morgan Stanley December 2007 - June 2013
Bristol-Myers Squibb 2001 - 2007
Skills
Vendor Management, Income Statement, Cross-functional Team..., Forecasting, Process Improvement, Operations Management, Strategic Planning, Change Management, Risk Management, Budgets, Team Building, Leadership, Financial Analysis, Facilities Management, Performance Improvement, Strategy, Management, Contract Negotiation, Training, Team Leadership, P&L Management, Negotiation, Customer Service, Contract Management, Business Development, Account Management, Project Planning
Education
University of Phoenix 2001 — 2004
Bachelor's Degree
State University of New York College of Agriculture and Technology at Cobleskill 1978 — 1980
Associate's degree
Kimberly Shea Kimberly Shea's Morgan Stanley Experience June 2010 - Present
Job Recruiter at Morgan Stanley Legal & Compliance, Finance & Accounting
Industry Financial Services
Experience
Morgan Stanley June 2010 - Present
Advantage Human Resourcing May 2006 - June 2010
Bristol-Myers Squibb 2003 - 2005
IBM 2001 - 2002
Skills
Applicant Tracking..., Talent Acquisition, Management, Onboarding, Human Resources, Recruiting, Talent Management, Training, Sourcing, Marketing, Temporary Placement, Technical Recruiting, Employee Relations, Finance, Financial Services, Leadership
Education
State University of New York College at Plattsburgh
Bachelors, Major: Marketing, Minor: Accounting
Morgan Stanley June 2010 - Present
Advantage Human Resourcing May 2006 - June 2010
Bristol-Myers Squibb 2003 - 2005
IBM 2001 - 2002
Skills
Applicant Tracking..., Talent Acquisition, Management, Onboarding, Human Resources, Recruiting, Talent Management, Training, Sourcing, Marketing, Temporary Placement, Technical Recruiting, Employee Relations, Finance, Financial Services, Leadership
Education
State University of New York College at Plattsburgh
Bachelors, Major: Marketing, Minor: Accounting
Michael Montuori's Morgan Stanley Experience May 2000 - September 2013
Job First Vice PresidentInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors September 2013 - Present
Morgan Stanley May 2000 - September 2013
Skills
Asset Allocation, Investments, Mutual Funds, Retirement Planning, Alternative Investments, Financial Analysis, Equities, Securities, Retirement, Insurance, Financial Services, Risk Management, Customer Service
Education
State University of New York College at Oneonta 1996 — 2000
Bachelor's degree, Economics
Wells Fargo Advisors September 2013 - Present
Morgan Stanley May 2000 - September 2013
Skills
Asset Allocation, Investments, Mutual Funds, Retirement Planning, Alternative Investments, Financial Analysis, Equities, Securities, Retirement, Insurance, Financial Services, Risk Management, Customer Service
Education
State University of New York College at Oneonta 1996 — 2000
Bachelor's degree, Economics
Luke DeNigris Luke DeNigris's Morgan Stanley Experience September 2015 - Present
Job Financial advisor associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2015 - Present
Morgan Stanley Wealth Management January 2013 - September 2015
First tee of Nassau county May 2010 - August 2012
Skills
Microsoft Excel, Access, Analysis, Marketing, Leadership, Public Speaking, PowerPoint, Microsoft Word, Data Analysis, Finance, Sales, Market Research, Accounting
Education
SUNY Geneseo 2011 — 2015
Business Administration and Economics
cold spring harbor
cold spring harbor
Morgan Stanley September 2015 - Present
Morgan Stanley Wealth Management January 2013 - September 2015
First tee of Nassau county May 2010 - August 2012
Skills
Microsoft Excel, Access, Analysis, Marketing, Leadership, Public Speaking, PowerPoint, Microsoft Word, Data Analysis, Finance, Sales, Market Research, Accounting
Education
SUNY Geneseo 2011 — 2015
Business Administration and Economics
cold spring harbor
cold spring harbor
Randall DeVaney Randall DeVaney's Morgan Stanley Experience August 2001 - October 2005
Job VicePresident Investments, Financial Advisor at UBS Financial Services
Industry Banking
Experience
UBS Financial Services April 2009 - Present
Merrill Lynch Wealth Management October 2005 - April 2009
Morgan Stanley August 2001 - October 2005
Education
State University of New York College at Oswego 1997 — 2001
Bachelor of Science, Finance/Economics
Saratoga Springs High School
UBS Financial Services April 2009 - Present
Merrill Lynch Wealth Management October 2005 - April 2009
Morgan Stanley August 2001 - October 2005
Education
State University of New York College at Oswego 1997 — 2001
Bachelor of Science, Finance/Economics
Saratoga Springs High School
Kathy Romanelli Kathy Romanelli's Morgan Stanley Experience April 1985 - May 1997
Job Head of Broker Dealer Sales at Tejas Securities
Industry Financial Services
Experience
Tejas Securities January 2012 - Present
Staten Island Civic Association board member 2002 - Present
Tradition Asiel April 2005 - January 2006
Lehman Brothers May 1997 - December 2004
Morgan Stanley April 1985 - May 1997
Skills
Project Management, Market Structure, Series 7, Equities, Trading, Equity Trading, Series 63, Securities, Electronic Trading, Series 24, Capital Markets, Options, FINRA, Trading Systems, Bloomberg, Currency, Hedge Funds, Fixed Income, Investments, ETFs, Proprietary Trading, Equity Derivatives
Education
State University of New York College at Oswego 1976 — 1980
B.A, Psychology
New York Institute of Finance
Tejas Securities January 2012 - Present
Staten Island Civic Association board member 2002 - Present
Tradition Asiel April 2005 - January 2006
Lehman Brothers May 1997 - December 2004
Morgan Stanley April 1985 - May 1997
Skills
Project Management, Market Structure, Series 7, Equities, Trading, Equity Trading, Series 63, Securities, Electronic Trading, Series 24, Capital Markets, Options, FINRA, Trading Systems, Bloomberg, Currency, Hedge Funds, Fixed Income, Investments, ETFs, Proprietary Trading, Equity Derivatives
Education
State University of New York College at Oswego 1976 — 1980
B.A, Psychology
New York Institute of Finance
Scott Mangicaro's Morgan Stanley Experience January 2015 - April 2015
Job Customer Experience Business Analyst at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2015 - Present
American Express April 2015 - July 2015
Morgan Stanley January 2015 - April 2015
Wells Fargo May 2011 - December 2014
Wells Fargo June 2014 - September 2014
Welch Allyn May 2010 - August 2010
Welch Allyn May 2009 - August 2009
Musician January 2003 - July 2009
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Social Media, Microsoft Office, Customer Service, Event Planning, Social Networking, Management, Marketing, Public Speaking, Sales, Leadership, Team Building, Outlook
Education
Southern Oregon University 2013 — 2014
Master of Business Administration (MBA)
State University of New York College at Oneonta 2006 — 2010
Bachelor of Arts (B.A.), Music Industry
Fayetteville-Manlius High School 2002 — 2006
College Prepartory
TIAA-CREF September 2015 - Present
American Express April 2015 - July 2015
Morgan Stanley January 2015 - April 2015
Wells Fargo May 2011 - December 2014
Wells Fargo June 2014 - September 2014
Welch Allyn May 2010 - August 2010
Welch Allyn May 2009 - August 2009
Musician January 2003 - July 2009
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Social Media, Microsoft Office, Customer Service, Event Planning, Social Networking, Management, Marketing, Public Speaking, Sales, Leadership, Team Building, Outlook
Education
Southern Oregon University 2013 — 2014
Master of Business Administration (MBA)
State University of New York College at Oneonta 2006 — 2010
Bachelor of Arts (B.A.), Music Industry
Fayetteville-Manlius High School 2002 — 2006
College Prepartory
Murray Schwalbaum's Morgan Stanley Experience January 2010 - Present
Job Vice President at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley January 2010 - Present
Morgan Stanley April 2006 - December 2009
GE Global Research May 2002 - March 2006
Skills
Kerberos, Perl, Linux, Unix, System Administration, Software Development, Troubleshooting, Computer Security, Authentication, Information Security, Ksh, Bash, Servers, Solaris, DNS, Firewalls, Data Center, Security, Business Continuity, Enterprise Architecture, Integration, Networking, TCP/IP, Red Hat Linux, Storage, Operating Systems, Virtualization, Disaster Recovery, IT Strategy, AIX, Infrastructure
Education
University at Albany, SUNY 2002 — 2003
Clinton Community College 2000 — 2000
State University of New York College at Plattsburgh 2000 — 2000
None
Morgan Stanley January 2010 - Present
Morgan Stanley April 2006 - December 2009
GE Global Research May 2002 - March 2006
Skills
Kerberos, Perl, Linux, Unix, System Administration, Software Development, Troubleshooting, Computer Security, Authentication, Information Security, Ksh, Bash, Servers, Solaris, DNS, Firewalls, Data Center, Security, Business Continuity, Enterprise Architecture, Integration, Networking, TCP/IP, Red Hat Linux, Storage, Operating Systems, Virtualization, Disaster Recovery, IT Strategy, AIX, Infrastructure
Education
University at Albany, SUNY 2002 — 2003
Clinton Community College 2000 — 2000
State University of New York College at Plattsburgh 2000 — 2000
None
Zarif Ashraf's Morgan Stanley Experience AssociateMorgan StanleyDecember 2013 - Present
Job Associate at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley AssociateMorgan StanleyDecember 2013 - Present
Morgan Stanley 2012 - 2012
Ally Financial Inc. September 2010 - December 2011
Skills
Test Planning, Testing, Analysis, QTP, Quality Assurance, Regression Testing, Security, Project Planning, SDLC, Test Automation, Test Strategy, Performance Testing, Business Analysis
Education
SUNY Empire State College 2006 — 2010
Bachelor's degree, Business Administration and Management, General, B
Morgan Stanley AssociateMorgan StanleyDecember 2013 - Present
Morgan Stanley 2012 - 2012
Ally Financial Inc. September 2010 - December 2011
Skills
Test Planning, Testing, Analysis, QTP, Quality Assurance, Regression Testing, Security, Project Planning, SDLC, Test Automation, Test Strategy, Performance Testing, Business Analysis
Education
SUNY Empire State College 2006 — 2010
Bachelor's degree, Business Administration and Management, General, B
Sandy Feola's Morgan Stanley Experience 2007 - 2008
Job Marketing Consultant at Diversified Marketing
Industry Financial Services
Experience
Diversified Marketing Marketing ManagerCablevision2011 - 2012
Citigroup 2010 - 2010
Morgan Stanley 2007 - 2008
Citigroup 2006 - 2007
Empire Blue Cross Blue Shield 2005 - 2006
JP Morgan Chase 1988 - 2004
Skills
Customer Acquisition, Loyalty Marketing, Analytics, Telemarketing, Digital Marketing, Customer Experience, Lead Generation, Relationship Marketing, Marketing Management, Strategic Partnerships, Product Management
Education
State University of New York College at Oneonta 1982 — 1986
Bachelor of Arts (B.A.), Marketing/Business
Diversified Marketing Marketing ManagerCablevision2011 - 2012
Citigroup 2010 - 2010
Morgan Stanley 2007 - 2008
Citigroup 2006 - 2007
Empire Blue Cross Blue Shield 2005 - 2006
JP Morgan Chase 1988 - 2004
Skills
Customer Acquisition, Loyalty Marketing, Analytics, Telemarketing, Digital Marketing, Customer Experience, Lead Generation, Relationship Marketing, Marketing Management, Strategic Partnerships, Product Management
Education
State University of New York College at Oneonta 1982 — 1986
Bachelor of Arts (B.A.), Marketing/Business
Ryan Crook's Morgan Stanley Experience October 2014 - Present
Job Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2014 - Present
Bank of America Merrill Lynch February 2011 - October 2014
Brewstoria January 2010 - November 2013
Merrill Lynch February 2007 - February 2011
Merrill Lynch June 2004 - February 2007
Party City June 1998 - June 2004
Skills
Customer Satisfaction, Front Office, Vendor Management, Middle Office, Prime Brokerage, Fixed Income, Sales, Management, Banking, Leadership, Operations Management, Business Analysis, Customer Service, Back Office, Equities, Financial Services
Education
State University of New York Empire State College 2009 — 2015
Bachelor of Science (B.S.), Business, Management and Economics
Morgan Stanley October 2014 - Present
Bank of America Merrill Lynch February 2011 - October 2014
Brewstoria January 2010 - November 2013
Merrill Lynch February 2007 - February 2011
Merrill Lynch June 2004 - February 2007
Party City June 1998 - June 2004
Skills
Customer Satisfaction, Front Office, Vendor Management, Middle Office, Prime Brokerage, Fixed Income, Sales, Management, Banking, Leadership, Operations Management, Business Analysis, Customer Service, Back Office, Equities, Financial Services
Education
State University of New York Empire State College 2009 — 2015
Bachelor of Science (B.S.), Business, Management and Economics
Richard Billig's Morgan Stanley Experience 2000 - Present
Job Executive Director, Senior Relationship Manager Morgan Stanley Prime Brokerage
Industry Financial Services
Experience
Morgan Stanley Prime Brokerage 2000 - Present
Morgan Stanley 2000 - Present
Skills
Prime Brokerage, Alternative Investments
Education
State University of New York College at Oneonta 1988 — 1992
Morgan Stanley Prime Brokerage 2000 - Present
Morgan Stanley 2000 - Present
Skills
Prime Brokerage, Alternative Investments
Education
State University of New York College at Oneonta 1988 — 1992
Kevin LeBlanc's Morgan Stanley Experience March 1998 - Present
Job Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley March 1998 - Present
Morgan Stanley Smith Barney March 1998 - August 2010
Education
State University of New York College at Cortland
Morgan Stanley March 1998 - Present
Morgan Stanley Smith Barney March 1998 - August 2010
Education
State University of New York College at Cortland
Darren Adamchak's Morgan Stanley Experience 1994 - 1997
Job Owner, Refined Stone. Ltd.
Industry Glass, Ceramics & Concrete
Experience
Refined Stone. Ltd. July 2002 - Present
Deutsche Asset Management 1998 - 2001
Morgan Stanley 1994 - 1997
Skills
Customer Service, Granite, Sales Management, Account Management, AutoCAD, Stone, Residential Homes, Sales Operations, Negotiation, Marketing Strategy, Direct Sales, Construction, Tiles, Business Development, Sales, Contract Negotiation, Strategic Planning, Microsoft Office, Marketing
Education
State University of New York College at Plattsburgh 1990 — 1994
Bachelor's degree, Accounting
Refined Stone. Ltd. July 2002 - Present
Deutsche Asset Management 1998 - 2001
Morgan Stanley 1994 - 1997
Skills
Customer Service, Granite, Sales Management, Account Management, AutoCAD, Stone, Residential Homes, Sales Operations, Negotiation, Marketing Strategy, Direct Sales, Construction, Tiles, Business Development, Sales, Contract Negotiation, Strategic Planning, Microsoft Office, Marketing
Education
State University of New York College at Plattsburgh 1990 — 1994
Bachelor's degree, Accounting
Judy Goodwin's Morgan Stanley Experience 1992 - 1999
Job Top Client Group, American Express
Industry Financial Services
Experience
American Express April 2002 - Present
Merrill Lynch 2000 - 2002
American Express 1999 - 2000
Morgan Stanley 1992 - 1999
Skills
Credit Cards, Customer Acquisition, Marketing, Strategic Partnerships, Portfolio Management, Financial Services, B2B, Loyalty Marketing, Analytics, Strategy, Marketing Strategy, Merchant Services, Strategic Planning, Relationship Management, Management, Sales, Sales Management, Business Strategy
Education
New York University - Leonard N. Stern School of Business 1995 — 1998
Master of Business Administration (MBA), Finance
State University of New York College at Oswego
Bachelor's degree, Marketing
American Express April 2002 - Present
Merrill Lynch 2000 - 2002
American Express 1999 - 2000
Morgan Stanley 1992 - 1999
Skills
Credit Cards, Customer Acquisition, Marketing, Strategic Partnerships, Portfolio Management, Financial Services, B2B, Loyalty Marketing, Analytics, Strategy, Marketing Strategy, Merchant Services, Strategic Planning, Relationship Management, Management, Sales, Sales Management, Business Strategy
Education
New York University - Leonard N. Stern School of Business 1995 — 1998
Master of Business Administration (MBA), Finance
State University of New York College at Oswego
Bachelor's degree, Marketing
Fran Carbone's Morgan Stanley Experience January 2007 - November 2007
Job Principal, Fran Carbone Associates, Inc.
Industry Financial Services
Experience
Fran Carbone Associates, Inc. June 2008 - Present
Morgan Stanley January 2007 - November 2007
Morgan Stanley November 2000 - January 2007
Morgan Stanley March 1996 - January 2000
Bankers Trust December 1987 - November 1995
Skills
Recruiting, Project Management, Talent Management, Human Resources, Management, Strategy, Business Development, Strategic Planning, Banking, Requirements Analysis, Organizational..., Leadership, Business Process, Business Analysis, Vendor Management, Consulting
Education
State University of New York Empire State College 1991 — 1992
BS, Management Information Science
Fran Carbone Associates, Inc. June 2008 - Present
Morgan Stanley January 2007 - November 2007
Morgan Stanley November 2000 - January 2007
Morgan Stanley March 1996 - January 2000
Bankers Trust December 1987 - November 1995
Skills
Recruiting, Project Management, Talent Management, Human Resources, Management, Strategy, Business Development, Strategic Planning, Banking, Requirements Analysis, Organizational..., Leadership, Business Process, Business Analysis, Vendor Management, Consulting
Education
State University of New York Empire State College 1991 — 1992
BS, Management Information Science
Lori Szczepaniak's Morgan Stanley Experience October 1999 - April 2001
Job Facility Services Manager at Stewart's Shops Corporation
Industry Retail
Experience
Stewart's Shops Corp April 2001 - Present
Morgan Stanley October 1999 - April 2001
Galesi Group / Distribution Unlimited July 1991 - August 1999
Skills
Retail, Inventory Management, Operations Management, Strategic Planning, Customer Service, Team Building, Budgets, Customer Satisfaction, Leadership, Team Leadership, Management, Income Statement, Process Scheduler, P&L, Sales, Project Management, Sales Management
Education
State University of New York College at Plattsburgh 1987 — 1991
Stewart's Shops Corp April 2001 - Present
Morgan Stanley October 1999 - April 2001
Galesi Group / Distribution Unlimited July 1991 - August 1999
Skills
Retail, Inventory Management, Operations Management, Strategic Planning, Customer Service, Team Building, Budgets, Customer Satisfaction, Leadership, Team Leadership, Management, Income Statement, Process Scheduler, P&L, Sales, Project Management, Sales Management
Education
State University of New York College at Plattsburgh 1987 — 1991
Meredith McManus's Morgan Stanley Experience March 2009 - June 2013
Job Associate Berk Wealth Management
Industry Financial Services
Experience
Berk Wealth Management September 2013 - July 2014
Morgan Stanley March 2009 - June 2013
Strategic Value Partners July 2005 - January 2009
GlobeOp Financial Services December 2003 - July 2005
Legend Group September 2000 - August 2003
Verizon Data Services August 1997 - July 2000
Skills
Equities, Hedge Funds, Fixed Income
Education
State University of New York College at Cortland 1992 — 1996
BA, Economics
Berk Wealth Management September 2013 - July 2014
Morgan Stanley March 2009 - June 2013
Strategic Value Partners July 2005 - January 2009
GlobeOp Financial Services December 2003 - July 2005
Legend Group September 2000 - August 2003
Verizon Data Services August 1997 - July 2000
Skills
Equities, Hedge Funds, Fixed Income
Education
State University of New York College at Cortland 1992 — 1996
BA, Economics
Neil Vetrano's Morgan Stanley Experience September 2004 - Present
Job Vice President, Corp. Security & Investigations at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2004 - Present
Skills
Physical Security, Access Control, Security Operations, Corporate Security, Biometrics, CCTV, Security Management, Security, Risk Assessment, Security Audits, Asset Protection, Surveillance, Project Management, Alarm Systems, Background Checks, Business Continuity, Business Continuity..., Computer Forensics, Crisis Management, Emergency Management, Executive Protection, Fraud, Information Security, Information Security..., Intelligence, Intrusion Detection, Investigation, Operational Risk..., Operations Management, Private Investigations, Protection, Risk Management, Security Awareness, Vulnerability Assessment, Integration, Internal Investigations, Policy, Risk Analysis, AML, Intelligence Analysis, Enterprise Risk...
Education
State University of New York Empire State College
Morgan Stanley September 2004 - Present
Skills
Physical Security, Access Control, Security Operations, Corporate Security, Biometrics, CCTV, Security Management, Security, Risk Assessment, Security Audits, Asset Protection, Surveillance, Project Management, Alarm Systems, Background Checks, Business Continuity, Business Continuity..., Computer Forensics, Crisis Management, Emergency Management, Executive Protection, Fraud, Information Security, Information Security..., Intelligence, Intrusion Detection, Investigation, Operational Risk..., Operations Management, Private Investigations, Protection, Risk Management, Security Awareness, Vulnerability Assessment, Integration, Internal Investigations, Policy, Risk Analysis, AML, Intelligence Analysis, Enterprise Risk...
Education
State University of New York Empire State College
Michelle Carpluk's Morgan Stanley Experience March 2011 - April 2013
Job Program Manager at Morgan Stanley
Industry Professional Training & Coaching
Experience
The Depository Trust & Clearing Corporation January 2014 - Present
Pfizer July 2013 - December 2013
Morgan Stanley March 2011 - April 2013
Prudential Financial July 2008 - July 2010
Citibank December 2005 - June 2008
JPMorganChase March 2000 - March 2005
Skills
E-Learning, Program Management, Performance Consulting, Needs Analysis, Learning Management, Instructional Design, Enterprise Software, Performance Management, Employee Training, Talent Management, Management, Training Delivery, Staff Development, Instructor-led Training, Training, Risk Management, Analysis, Change Management, Learning Management..., Integration, Executive Coaching, Career Development, Workshop Facilitation
Education
State University of New York Empire State College 2008 — 2013
BS, Science, Math & Technology
The Depository Trust & Clearing Corporation January 2014 - Present
Pfizer July 2013 - December 2013
Morgan Stanley March 2011 - April 2013
Prudential Financial July 2008 - July 2010
Citibank December 2005 - June 2008
JPMorganChase March 2000 - March 2005
Skills
E-Learning, Program Management, Performance Consulting, Needs Analysis, Learning Management, Instructional Design, Enterprise Software, Performance Management, Employee Training, Talent Management, Management, Training Delivery, Staff Development, Instructor-led Training, Training, Risk Management, Analysis, Change Management, Learning Management..., Integration, Executive Coaching, Career Development, Workshop Facilitation
Education
State University of New York Empire State College 2008 — 2013
BS, Science, Math & Technology
Matt Magee's Morgan Stanley Experience May 2006 - May 2015
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2015 - Present
Morgan Stanley May 2006 - May 2015
Skills
Asset Management
Education
State University of New York College at Oswego
BS, Finance
The Aquinas Institute
High School
J.P. Morgan May 2015 - Present
Morgan Stanley May 2006 - May 2015
Skills
Asset Management
Education
State University of New York College at Oswego
BS, Finance
The Aquinas Institute
High School
Michael Avignone's Morgan Stanley Experience 1995 - 2008
Job Owner at Easy Access Developers
Industry Information Technology and Services
Experience
Easy Access Developers January 2009 - Present
Pacific Blue Inn March 2008 - Present
Morgan stanley 1995 - 2008
Education
State University of New York College at Oswego 1986 — 1989
BA, Computer Science
Easy Access Developers January 2009 - Present
Pacific Blue Inn March 2008 - Present
Morgan stanley 1995 - 2008
Education
State University of New York College at Oswego 1986 — 1989
BA, Computer Science
Stephen Attard's Morgan Stanley Experience September 1995 - November 1997
Job Inspection Specialist at PCAOB
Industry Financial Services
Experience
PCAOB October 2011 - Present
Shareholder Representative Services January 2010 - July 2011
PricewaterhouseCoopers December 1997 - January 2010
Morgan Stanley September 1995 - November 1997
Skills
Private Equity, Internal Controls, Venture Capital, Alternative Investments, Fund Accounting, Business Valuation, Accounting, Due Diligence, Finance, Valuation, Hedge Funds, SEC filings, Financial Analysis, US GAAP, CPA
Education
State University of New York College at Oswego 1992 — 1995
BA, Accounting
PCAOB October 2011 - Present
Shareholder Representative Services January 2010 - July 2011
PricewaterhouseCoopers December 1997 - January 2010
Morgan Stanley September 1995 - November 1997
Skills
Private Equity, Internal Controls, Venture Capital, Alternative Investments, Fund Accounting, Business Valuation, Accounting, Due Diligence, Finance, Valuation, Hedge Funds, SEC filings, Financial Analysis, US GAAP, CPA
Education
State University of New York College at Oswego 1992 — 1995
BA, Accounting
Paul Moynihan's Morgan Stanley Experience 2005 - 2006
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch August 2008 - Present
HSBC Securities June 2006 - Present
Morgan Stanley Investment Management April 2005 - February 2006
Morgan Stanley 2005 - 2006
Pali Capital February 2004 - February 2005
Skills
Commodity, Portfolio Management, Trading
Education
State University of New York College at Oneonta 1990 — 1996
Merrill Lynch August 2008 - Present
HSBC Securities June 2006 - Present
Morgan Stanley Investment Management April 2005 - February 2006
Morgan Stanley 2005 - 2006
Pali Capital February 2004 - February 2005
Skills
Commodity, Portfolio Management, Trading
Education
State University of New York College at Oneonta 1990 — 1996
Thomas Condon's Morgan Stanley Experience April 1996 - May 2001
Job Equity Derivatives Trading
Industry Financial Services
Experience
Credit Suisse October 2003 - Present
Dresdner Kleinwort May 2001 - September 2003
Morgan Stanley April 1996 - May 2001
Skills
Equity Derivatives, Equities, Trading, Commodity, Structured Finance, Fixed Income, Derivatives, Capital Markets, Bloomberg, Hedge Funds, Options, Investment Banking, Portfolio Management, Series 7, Trading Systems
Education
State University of New York College at Plattsburgh 1991 — 1995
Credit Suisse October 2003 - Present
Dresdner Kleinwort May 2001 - September 2003
Morgan Stanley April 1996 - May 2001
Skills
Equity Derivatives, Equities, Trading, Commodity, Structured Finance, Fixed Income, Derivatives, Capital Markets, Bloomberg, Hedge Funds, Options, Investment Banking, Portfolio Management, Series 7, Trading Systems
Education
State University of New York College at Plattsburgh 1991 — 1995
Lori Jablonski's Morgan Stanley Experience 2001 - 2002
Job Associate Director of Network Office Supervison
Industry Financial Services
Experience
Northwestern Mutual June 2009 - Present
Sun Life Financial/Independent Financial Marketing Group March 2003 - June 2008
Morgan Stanley 2001 - 2002
Interactive Brokers 1995 - 2001
Skills
FINRA Series 24, 10, 9,..., N.Y., N.J. and C.T....
Education
State University of New York College at Oneonta 1989 — 1993
B.S., Business Economics
Northwestern Mutual June 2009 - Present
Sun Life Financial/Independent Financial Marketing Group March 2003 - June 2008
Morgan Stanley 2001 - 2002
Interactive Brokers 1995 - 2001
Skills
FINRA Series 24, 10, 9,..., N.Y., N.J. and C.T....
Education
State University of New York College at Oneonta 1989 — 1993
B.S., Business Economics
Chris Heinbockel's Morgan Stanley Experience May 2000 - December 2007
Job Teacher: PreEngineering
Industry Primary/Secondary Education
Experience
Public Education April 2008 - Present
Morgan Stanley May 2000 - December 2007
J.P. Morgan Chase 1981 - 1998
Education
State University of New York College at Oswego 1969 — 1973
Public Education April 2008 - Present
Morgan Stanley May 2000 - December 2007
J.P. Morgan Chase 1981 - 1998
Education
State University of New York College at Oswego 1969 — 1973
Trish Dever's Morgan Stanley Experience 1993 - 2001
Job Managing Director HR, JP Morgan
Industry Investment Banking
Experience
JP Morgan July 2001 - Present
Morgan Stanley 1993 - 2001
Education
State University of New York College at Oneonta
BS, Economics
JP Morgan July 2001 - Present
Morgan Stanley 1993 - 2001
Education
State University of New York College at Oneonta
BS, Economics
wendy (gerber) dobin's Morgan Stanley Experience September 2003 - April 2007
Job Registered Client Service Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2007 - Present
Morgan Stanley September 2003 - April 2007
Schwab Soundview Capital Markets February 1987 - October 2001
Skills
Series 7, Series 63, Series 24, Series 66, Equities, Uniform Combined State..., Equity Trading, Securities, ETFs, Hedge Funds, Mutual Funds, Capital Markets, Asset Allocation, Trading Strategies, Trading, Investments, FINRA, Bloomberg, Electronic Trading
Education
University of Maryland College Park 1977 — 1978
State University of New York College at Cortland 1974 — 1976
Recreation, Education
Morgan Stanley Smith Barney 2007 - Present
Morgan Stanley September 2003 - April 2007
Schwab Soundview Capital Markets February 1987 - October 2001
Skills
Series 7, Series 63, Series 24, Series 66, Equities, Uniform Combined State..., Equity Trading, Securities, ETFs, Hedge Funds, Mutual Funds, Capital Markets, Asset Allocation, Trading Strategies, Trading, Investments, FINRA, Bloomberg, Electronic Trading
Education
University of Maryland College Park 1977 — 1978
State University of New York College at Cortland 1974 — 1976
Recreation, Education
Justina Richards's Morgan Stanley Experience March 2005 - Present
Job Treasury Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2005 - Present
Wachovia Corporation 1999 - 2005
Education
State University of New York College at Plattsburgh
Business, Marketing
Morgan Stanley March 2005 - Present
Wachovia Corporation 1999 - 2005
Education
State University of New York College at Plattsburgh
Business, Marketing
Scott Russo's Morgan Stanley Experience December 2014 - Present
Job Executive Director Global Research CFO and Head of Operational Risk at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 2014 - Present
Morgan Stanley January 2013 - December 2014
Morgan Stanley 2010 - January 2013
Lehman Brothers June 2009 - January 2010
Heyman Investment Associates September 2008 - February 2009
Centurion Investment Group October 2006 - May 2008
Lehman Brothers July 1999 - October 2006
Accenture July 1996 - July 1999
Skills
Options, Financial Planning, Equities, Hedge Funds, Trading, Budgeting, Bloomberg, Strategic Financial..., Financial Services, Budgets, Portfolio Management, Valuation, Corporate Finance, Securities, Financial Markets, Finance, Investments
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
mba, finance
State University of New York College at Geneseo 1992 — 1996
BS, management
Morgan Stanley December 2014 - Present
Morgan Stanley January 2013 - December 2014
Morgan Stanley 2010 - January 2013
Lehman Brothers June 2009 - January 2010
Heyman Investment Associates September 2008 - February 2009
Centurion Investment Group October 2006 - May 2008
Lehman Brothers July 1999 - October 2006
Accenture July 1996 - July 1999
Skills
Options, Financial Planning, Equities, Hedge Funds, Trading, Budgeting, Bloomberg, Strategic Financial..., Financial Services, Budgets, Portfolio Management, Valuation, Corporate Finance, Securities, Financial Markets, Finance, Investments
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
mba, finance
State University of New York College at Geneseo 1992 — 1996
BS, management
Taryn Linton's Morgan Stanley Experience January 2005 - September 2007
Job Administrative Assistant
Industry Executive Office
Experience
Wanderlife Travel March 2014 - April 2015
Yoga Vini March 2013 - February 2014
Snowshoe Contracting March 2008 - January 2013
Projects Abroad October 2007 - November 2007
Morgan Stanley January 2005 - September 2007
Smith Barney September 1999 - December 2004
Skills
Customer Service, Microsoft Office, Management, Project Management, Leadership, International Travel, Travel Planning, Sales, Event Planning
Education
State University of New York College at Oswego 1995 — 1999
BS, Business Administration, 3.25 GPA
Wanderlife Travel March 2014 - April 2015
Yoga Vini March 2013 - February 2014
Snowshoe Contracting March 2008 - January 2013
Projects Abroad October 2007 - November 2007
Morgan Stanley January 2005 - September 2007
Smith Barney September 1999 - December 2004
Skills
Customer Service, Microsoft Office, Management, Project Management, Leadership, International Travel, Travel Planning, Sales, Event Planning
Education
State University of New York College at Oswego 1995 — 1999
BS, Business Administration, 3.25 GPA
Anthony Jarrett's Morgan Stanley Experience June 2006 - February 2008
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Morgan Stanley June 2006 - February 2008
Morgan Stanley 2001 - 2006
Morgan Stanley 1999 - 2001
Peak Systems 1998 - 1999
PaineWebber 1995 - 1998
PaineWebber 1992 - 1995
Education
State University of New York Empire State College 2005 — 2011
BA, Computer Information Systems
Morgan Stanley June 2006 - February 2008
Morgan Stanley 2001 - 2006
Morgan Stanley 1999 - 2001
Peak Systems 1998 - 1999
PaineWebber 1995 - 1998
PaineWebber 1992 - 1995
Education
State University of New York Empire State College 2005 — 2011
BA, Computer Information Systems
Laure Salvaggio's Morgan Stanley Experience October 2009 - Present
Job Vice President, Compliance
Industry Investment Banking
Experience
Morgan Stanley October 2009 - Present
Morgan Stanley January 2009 - October 2009
Morgan Stanley & Co. Incorporated January 1990 - March 2008
Skills
Securities, Series 7, Equities, Series 24, Series 63
Education
State University of New York College at Cortland 1984 — 1988
Psychology
Morgan Stanley October 2009 - Present
Morgan Stanley January 2009 - October 2009
Morgan Stanley & Co. Incorporated January 1990 - March 2008
Skills
Securities, Series 7, Equities, Series 24, Series 63
Education
State University of New York College at Cortland 1984 — 1988
Psychology
Gay Mattei's Morgan Stanley Experience 1997 - 2000
Job Associate Wealth Management Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual October 2010 - Present
Financial Architects October 2004 - October 2010
The MONY Group 2000 - 2004
Morgan Stanley 1997 - 2000
Education
State University of New York College at Geneseo 1979 — 1983
BA, Communications
Northwestern Mutual October 2010 - Present
Financial Architects October 2004 - October 2010
The MONY Group 2000 - 2004
Morgan Stanley 1997 - 2000
Education
State University of New York College at Geneseo 1979 — 1983
BA, Communications
Eileen McEntyre's Morgan Stanley Experience 2008 - 2008
Job Investment Management Professional
Industry Investment Management
Experience
San Francisco Security Traders Assoc. 1989 - 2010
Morgan Stanley 2008 - 2008
Wells Fargo Securities September 2007 - December 2007
Nutmeg Securities November 1998 - May 2007
Union Bank of California 1989 - 1995
Pacific Stock Exchange 1976 - 1982
Education
University of Hawaii at Manoa 1969 — 1970
Speech Pathology & Audiology
State University of New York College at Oneonta 1963 — 1967
BA, Libral Arts, Speech
San Francisco Security Traders Assoc. 1989 - 2010
Morgan Stanley 2008 - 2008
Wells Fargo Securities September 2007 - December 2007
Nutmeg Securities November 1998 - May 2007
Union Bank of California 1989 - 1995
Pacific Stock Exchange 1976 - 1982
Education
University of Hawaii at Manoa 1969 — 1970
Speech Pathology & Audiology
State University of New York College at Oneonta 1963 — 1967
BA, Libral Arts, Speech
Dana Maranos's Morgan Stanley Experience July 1996 - February 2000
Job Human Resources Professional
Industry Human Resources
Experience
Towers Perrin March 2000 - April 2007
Morgan Stanley July 1996 - February 2000
Beth Israel Medical Center August 1990 - June 1996
University Hospital – Boston University July 1987 - July 1990
Skills
Training Certificates..., Human Resources, Performance Management, Employment Law, Discrimination, EEOC, Employee Relations, FMLA, Personnel Management, Talent Management, Recruiting
Education
State University of New York College at Oswego 1983 — 1987
Bachelor's Business Admin/HR Management, Human Resources
Towers Perrin March 2000 - April 2007
Morgan Stanley July 1996 - February 2000
Beth Israel Medical Center August 1990 - June 1996
University Hospital – Boston University July 1987 - July 1990
Skills
Training Certificates..., Human Resources, Performance Management, Employment Law, Discrimination, EEOC, Employee Relations, FMLA, Personnel Management, Talent Management, Recruiting
Education
State University of New York College at Oswego 1983 — 1987
Bachelor's Business Admin/HR Management, Human Resources
Sandy Romeo - CFP®, CTFA's Morgan Stanley Experience 2006 - 2008
Job Ameriprise Financial Services, Inc. Financial Advisor/ Franchise Owner
Industry Financial Services
Experience
Canal View Financial Advisors Ameriprise Financial Services, Inc. April 2015 - Present
UBS Financial Services January 2008 - April 2015
Morgan Stanley 2006 - 2008
McDonald Investments 2004 - 2006
M&T Bank 2000 - 2004
JPMorgan Chase 1993 - 2000
USF&G/ TJ LIFE of NY 1989 - 1992
Prudential Financial 1987 - 1989
Education
Cannon Trust School 1997 — 2000
CTFA, Trust & Estates
State University of New York College at Oswego 1982 — 1986
Bachelor of Arts, Economics
Canal View Financial Advisors Ameriprise Financial Services, Inc. April 2015 - Present
UBS Financial Services January 2008 - April 2015
Morgan Stanley 2006 - 2008
McDonald Investments 2004 - 2006
M&T Bank 2000 - 2004
JPMorgan Chase 1993 - 2000
USF&G/ TJ LIFE of NY 1989 - 1992
Prudential Financial 1987 - 1989
Education
Cannon Trust School 1997 — 2000
CTFA, Trust & Estates
State University of New York College at Oswego 1982 — 1986
Bachelor of Arts, Economics
Joseph Sacchetti's Morgan Stanley Experience November 2005 - November 2007
Job Finance Associate at Clinilabs, Clinical Research Finance Professional
Industry Pharmaceuticals
Experience
Clinilabs November 2007 - Present
Morgan Stanley November 2005 - November 2007
Purdue Pharma September 2004 - November 2005
Regeneron Pharmaceuticals March 2003 - August 2004
Regeneron Pharmaceuticals August 2001 - March 2003
Skills
Finance, CRO, Clinical Trials, Budgets, Creative Problem Solving, Pharmaceutical Industry, Financial Analysis, Highly Organized &..., Multi Tasking, Revenue Recognition, Drug Development, Accounting, Time Management, Business Process..., Process Efficiency, Budget Modeling, Budget Reconciliation, Microsoft Excel, Financial Modeling, Month End Close, Monthly Close Process, Pivot Tables, Planning Budgeting &..., Excel models, Analytics, Business Analytics, Relational Databases, Contract Management, Data Manipulation, Outsourcing, Biotechnology, CTMS
Education
State University of New York College at Plattsburgh 1997 — 2001
Clinilabs November 2007 - Present
Morgan Stanley November 2005 - November 2007
Purdue Pharma September 2004 - November 2005
Regeneron Pharmaceuticals March 2003 - August 2004
Regeneron Pharmaceuticals August 2001 - March 2003
Skills
Finance, CRO, Clinical Trials, Budgets, Creative Problem Solving, Pharmaceutical Industry, Financial Analysis, Highly Organized &..., Multi Tasking, Revenue Recognition, Drug Development, Accounting, Time Management, Business Process..., Process Efficiency, Budget Modeling, Budget Reconciliation, Microsoft Excel, Financial Modeling, Month End Close, Monthly Close Process, Pivot Tables, Planning Budgeting &..., Excel models, Analytics, Business Analytics, Relational Databases, Contract Management, Data Manipulation, Outsourcing, Biotechnology, CTMS
Education
State University of New York College at Plattsburgh 1997 — 2001
Alan Zucker's Morgan Stanley Experience May 2001 - May 2015
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2001 - May 2015
Education
RPI 1982 — 1984
Master of Business Administration (MBA)
State University of New York College at Potsdam 1978 — 1982
BA, Computer Science & History
Morgan Stanley May 2001 - May 2015
Education
RPI 1982 — 1984
Master of Business Administration (MBA)
State University of New York College at Potsdam 1978 — 1982
BA, Computer Science & History
Rosesadie May's Morgan Stanley Experience June 2010 - September 2010
Job NYS Court Officer Trainee
Industry Accounting
Experience
New York State Unified Court System February 2015 - Present
Macy's April 2014 - February 2015
Taiim Cellar January 2013 - April 2014
First Transit October 2010 - March 2013
Morgan Stanley June 2010 - September 2010
Medidata Solutions January 2010 - June 2010
AllianceBernstein October 2007 - December 2008
AllianceBernstein June 2003 - October 2007
New York Stock Exchange August 2000 - August 2002
Skills
Accounting, Account Reconciliation, General Ledger, Financial Analysis, Accruals, Accounts Payable, Payroll, Invoicing, Employee Benefits, Software Documentation, Tax, Finance, Auditing, Budgets, Financial Reporting, Bank Reconciliation, Analysis, Spreadsheets, Fixed Assets, Financial Accounting, Time Management, Human Resources, Accounts Receivable, Sarbanes-Oxley Act, Management
Education
SUNY Empire State College 2013 — 2017
Bachelor, Accounting
New York State Unified Court System February 2015 - Present
Macy's April 2014 - February 2015
Taiim Cellar January 2013 - April 2014
First Transit October 2010 - March 2013
Morgan Stanley June 2010 - September 2010
Medidata Solutions January 2010 - June 2010
AllianceBernstein October 2007 - December 2008
AllianceBernstein June 2003 - October 2007
New York Stock Exchange August 2000 - August 2002
Skills
Accounting, Account Reconciliation, General Ledger, Financial Analysis, Accruals, Accounts Payable, Payroll, Invoicing, Employee Benefits, Software Documentation, Tax, Finance, Auditing, Budgets, Financial Reporting, Bank Reconciliation, Analysis, Spreadsheets, Fixed Assets, Financial Accounting, Time Management, Human Resources, Accounts Receivable, Sarbanes-Oxley Act, Management
Education
SUNY Empire State College 2013 — 2017
Bachelor, Accounting
Robyn Hickey's Morgan Stanley Experience 2001 - 2003
Job Independent Contractor Training at Various Companies
Industry Professional Training & Coaching
Experience
Various Companies 2008 - Present
Drury Design Dynamics 2007 - 2008
Drury Design Dynamics 2003 - 2007
Morgan Stanley 2001 - 2003
RSVP - Computer Graphics Company 1997 - 2001
A.T. Kearney 1993 - 1997
Skills
PowerPoint, Event Management, Corporate Events, Production Managment, Microsoft Excel, Training, Social Media Marketing, Microsoft Word, Multimedia, Post Production, Graphics, Video Production, Mac, Theatre, Event Planning, Photoshop, Illustrator, Video, Management, Budgets, Entertainment, Live Events
Education
The College of Saint Rose 1991 — 1993
MA, English/Comparative Literature
State University of New York College at Oswego 1982 — 1986
BA, English/Writing Arts
Various Companies 2008 - Present
Drury Design Dynamics 2007 - 2008
Drury Design Dynamics 2003 - 2007
Morgan Stanley 2001 - 2003
RSVP - Computer Graphics Company 1997 - 2001
A.T. Kearney 1993 - 1997
Skills
PowerPoint, Event Management, Corporate Events, Production Managment, Microsoft Excel, Training, Social Media Marketing, Microsoft Word, Multimedia, Post Production, Graphics, Video Production, Mac, Theatre, Event Planning, Photoshop, Illustrator, Video, Management, Budgets, Entertainment, Live Events
Education
The College of Saint Rose 1991 — 1993
MA, English/Comparative Literature
State University of New York College at Oswego 1982 — 1986
BA, English/Writing Arts
Thomas C. Stewart's Morgan Stanley Experience May 2003 - December 2003
Job Director, Accounting Solutions at Constellation Brands
Industry Accounting
Experience
Constellation Brands September 2015 - Present
Constellation Brands October 2013 - Present
Constellation Brands March 2012 - October 2013
Constellation Brands November 2008 - March 2012
PricewaterhouseCoopers August 2004 - November 2008
Rochester Riverside Convention Center September 2003 - December 2003
Morgan Stanley May 2003 - December 2003
Lutheran Charities of the Rochester Region February 2003 - May 2003
Skills
Sarbanes-Oxley Act, Finance, Accounting
Education
State University of New York College at Geneseo 2000 — 2004
Bachelor’s Degree, Accounting, School of Business GPA: 3.83 / Cumulative GPA: 3.76
Prattsburgh Central School 1987 — 2000
Constellation Brands September 2015 - Present
Constellation Brands October 2013 - Present
Constellation Brands March 2012 - October 2013
Constellation Brands November 2008 - March 2012
PricewaterhouseCoopers August 2004 - November 2008
Rochester Riverside Convention Center September 2003 - December 2003
Morgan Stanley May 2003 - December 2003
Lutheran Charities of the Rochester Region February 2003 - May 2003
Skills
Sarbanes-Oxley Act, Finance, Accounting
Education
State University of New York College at Geneseo 2000 — 2004
Bachelor’s Degree, Accounting, School of Business GPA: 3.83 / Cumulative GPA: 3.76
Prattsburgh Central School 1987 — 2000
Karen Brooks's Morgan Stanley Experience April 2013 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley April 2013 - Present
Morgan Stanley March 2011 - November 2012
Morgan Stanley September 1998 - May 2008
Standard Chartered Bank September 1996 - January 1998
Bear Stearns & Company Inc October 1994 - May 1996
Skills
Recruiting, Process Scheduler, Calendaring, Event Management
Education
State University of New York Empire State College 2010 — 2014
Bachelor of Science, Business Management
Morgan Stanley April 2013 - Present
Morgan Stanley March 2011 - November 2012
Morgan Stanley September 1998 - May 2008
Standard Chartered Bank September 1996 - January 1998
Bear Stearns & Company Inc October 1994 - May 1996
Skills
Recruiting, Process Scheduler, Calendaring, Event Management
Education
State University of New York Empire State College 2010 — 2014
Bachelor of Science, Business Management
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
Stuart Tankenbaum's Morgan Stanley Experience 1996 - 2001
Job Pension Consultant at American Pension Corporation
Industry Financial Services
Experience
American Pension Corporation December 2001 - Present
Morgan Stanley 1996 - 2001
Skills
401k, Retirement Planning, Employee Benefits, Profit Sharing, Pensions, ERISA, Defined Contribution, Retirement, Qualified Retirement..., 403 b, Mutual Funds, Financial Services, Investments, Financial Advisory, Wealth Management, Financial Planning, Finance, Relationship Management
Education
State University of New York College at Oneonta
Bachelor's degree, Business-Economics and Geography
American Pension Corporation December 2001 - Present
Morgan Stanley 1996 - 2001
Skills
401k, Retirement Planning, Employee Benefits, Profit Sharing, Pensions, ERISA, Defined Contribution, Retirement, Qualified Retirement..., 403 b, Mutual Funds, Financial Services, Investments, Financial Advisory, Wealth Management, Financial Planning, Finance, Relationship Management
Education
State University of New York College at Oneonta
Bachelor's degree, Business-Economics and Geography
Glenn Karant's Morgan Stanley Experience May 1997 - June 1999
Job Director of Business Development
Industry Medical Devices
Experience
Bankers Life and Casualty Company March 2013 - 2014
SunTrust Bank February 2011 - December 2012
JPMorgan Chase November 2001 - February 2011
Bank of America November 2007 - April 2009
Prudential Financial September 2000 - November 2001
UBS Wealth Management June 1999 - September 2000
Morgan Stanley May 1997 - June 1999
Japan Travel Bureau Corporation January 1993 - January 1996
The Consulting Group 1989 - 1992
Skills
Wealth Management, Series 7, Mutual Funds, Retirement Planning, Series 63, Investments, Investment Advisory, Credit, Securities, Financial Advisory, Sales, Asset Allocation, Sales Management, Recruitment, Fluent Japanese..., 215 Life & Health..., Leadership, Portfolio Management, Asset Managment, Banking, Series 65, Fixed Income, Finance, Management, Customer Service, Financial Services, Health & Life Insurance..., Strategic Planning, Marketing, Team Building, Financial Planning, Relationship Management, Private Banking, Life Insurance, Insurance, Marketing Strategy, Negotiation, Public Speaking, Microsoft Office, International Relations, International Sales, International Business, International..., International Marketing, International Trade
Education
State University of New York College at Oneonta
BA, Liberal Arts and Sciences/Liberal Studies
State University of New York College at Oneonta
Bachelor of Applied Science (B.A.Sc.)
Bankers Life and Casualty Company March 2013 - 2014
SunTrust Bank February 2011 - December 2012
JPMorgan Chase November 2001 - February 2011
Bank of America November 2007 - April 2009
Prudential Financial September 2000 - November 2001
UBS Wealth Management June 1999 - September 2000
Morgan Stanley May 1997 - June 1999
Japan Travel Bureau Corporation January 1993 - January 1996
The Consulting Group 1989 - 1992
Skills
Wealth Management, Series 7, Mutual Funds, Retirement Planning, Series 63, Investments, Investment Advisory, Credit, Securities, Financial Advisory, Sales, Asset Allocation, Sales Management, Recruitment, Fluent Japanese..., 215 Life & Health..., Leadership, Portfolio Management, Asset Managment, Banking, Series 65, Fixed Income, Finance, Management, Customer Service, Financial Services, Health & Life Insurance..., Strategic Planning, Marketing, Team Building, Financial Planning, Relationship Management, Private Banking, Life Insurance, Insurance, Marketing Strategy, Negotiation, Public Speaking, Microsoft Office, International Relations, International Sales, International Business, International..., International Marketing, International Trade
Education
State University of New York College at Oneonta
BA, Liberal Arts and Sciences/Liberal Studies
State University of New York College at Oneonta
Bachelor of Applied Science (B.A.Sc.)
Justina Richards, CTP's Morgan Stanley Experience March 2006 - August 2008
Job Treasury Manager, N.A. Treasury at Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd. August 2008 - Present
Morgan Stanley March 2006 - August 2008
Wells Fargo, formerly known as Wachovia November 1999 - August 2006
Skills
Treasury, Cash Management, Payments, Liquidity Management, Relationship Management, Analysis, Finance, Banking, Cash Positioning, Treasury Management, Cash Forecasting, Banking Services, Cash Flow Forecasting, Financial Analysis, Financial Services, Accounting, Investments
Education
State University of New York College at Plattsburgh 1991 — 1995
Business
Invesco Ltd. August 2008 - Present
Morgan Stanley March 2006 - August 2008
Wells Fargo, formerly known as Wachovia November 1999 - August 2006
Skills
Treasury, Cash Management, Payments, Liquidity Management, Relationship Management, Analysis, Finance, Banking, Cash Positioning, Treasury Management, Cash Forecasting, Banking Services, Cash Flow Forecasting, Financial Analysis, Financial Services, Accounting, Investments
Education
State University of New York College at Plattsburgh 1991 — 1995
Business
Scott Greenfield's Morgan Stanley Experience September 1999 - June 2005
Job Managing Director at Lenox Advisors | Wealth Manager
Industry Financial Services
Experience
Lenox Advisors 2009 - Present
Metlife June 2005 - June 2009
Morgan Stanley September 1999 - June 2005
Prudential Securities August 1994 - September 1999
Cartoon Saloon 1992 - 1993
Education
State University of New York College at Oneonta 1988 — 1991
University of Bridgeport 1987 — 1988
Bayside High School
Lenox Advisors 2009 - Present
Metlife June 2005 - June 2009
Morgan Stanley September 1999 - June 2005
Prudential Securities August 1994 - September 1999
Cartoon Saloon 1992 - 1993
Education
State University of New York College at Oneonta 1988 — 1991
University of Bridgeport 1987 — 1988
Bayside High School
Carmine Mazzeo's Morgan Stanley Experience November 2014 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2014 - Present
Morgan Stanley December 2012 - November 2014
Jackson National Life January 2012 - December 2012
Ohio National Financial Services August 2010 - October 2011
Prudential Financial January 2010 - August 2010
Morgan Stanley June 2004 - July 2009
Skills
Series 6, Series 63, Life & Health Insurance..., Series 7, Mutual Funds, Wealth Management, ETFs, Sales, Variable Annuities, Fixed Annuities
Education
State University of New York College at Oneonta
Morgan Stanley November 2014 - Present
Morgan Stanley December 2012 - November 2014
Jackson National Life January 2012 - December 2012
Ohio National Financial Services August 2010 - October 2011
Prudential Financial January 2010 - August 2010
Morgan Stanley June 2004 - July 2009
Skills
Series 6, Series 63, Life & Health Insurance..., Series 7, Mutual Funds, Wealth Management, ETFs, Sales, Variable Annuities, Fixed Annuities
Education
State University of New York College at Oneonta
Dorothea Cernera, CMP's Morgan Stanley Experience November 1989 - June 2009
Job Director, Global Programs & Events at NASDAQ OMX
Industry Financial Services
Experience
NASDAQ OMX December 2009 - Present
Morgan Stanley November 1989 - June 2009
Morgan Stanley 1989 - 2009
Education
State University of New York College at Potsdam 1982 — 1986
B.A., English Writing, Communications
NASDAQ OMX December 2009 - Present
Morgan Stanley November 1989 - June 2009
Morgan Stanley 1989 - 2009
Education
State University of New York College at Potsdam 1982 — 1986
B.A., English Writing, Communications
Nicolas Rosello Jr.'s Morgan Stanley Experience July 1998 - August 2001
Job Private Client Advisor, Vice PresidentInvestments
Industry Financial Services
Experience
JPMorgan Chase Bank NA December 2002 - Present
Citigroup September 2001 - November 2002
Morgan Stanley July 1998 - August 2001
Education
State University of New York College at Oswego 1990 — 1994
BA, Business Administration
JPMorgan Chase Bank NA December 2002 - Present
Citigroup September 2001 - November 2002
Morgan Stanley July 1998 - August 2001
Education
State University of New York College at Oswego 1990 — 1994
BA, Business Administration
Anthony Trimarchi's Morgan Stanley Experience 2007 - 2009
Job J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan 2011 - Present
Morgan Stanley 2007 - 2009
KPMG 2004 - 2007
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Finance and Economics
State University of New York College at Geneseo 2000 — 2004
Bachelor of Science, Business Administration
J.P. Morgan 2011 - Present
Morgan Stanley 2007 - 2009
KPMG 2004 - 2007
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Finance and Economics
State University of New York College at Geneseo 2000 — 2004
Bachelor of Science, Business Administration
Scott Iacono's Morgan Stanley Experience 1996 - 2011
Job
Industry Financial Services
Experience
Deutsche Bank 2011 - Present
Morgan Stanley 1996 - 2011
Education
State University of New York College at Oswego 1989 — 1993
Deutsche Bank 2011 - Present
Morgan Stanley 1996 - 2011
Education
State University of New York College at Oswego 1989 — 1993
John A. Gleason's Morgan Stanley Experience 2008 - Present
Job
Industry Banking
Experience
Morgan Stanley 2008 - Present
Morgan Stanley 2006 - 2008
Tiger Management 1999 - 2000
Skills
Fixed Income, Derivatives, Prime Brokerage, Foreign Exchange, Capital Markets, Bloomberg, Investment Banking, Portfolio Management, Hedge Funds, Financial Markets, Trading, Asset Management, Securities, Investments, FX Options, Financial Modeling, Valuation
Education
State University of New York College at Geneseo 1983 — 1987
Bachelor of Arts (BA), Economics
Morgan Stanley 2008 - Present
Morgan Stanley 2006 - 2008
Tiger Management 1999 - 2000
Skills
Fixed Income, Derivatives, Prime Brokerage, Foreign Exchange, Capital Markets, Bloomberg, Investment Banking, Portfolio Management, Hedge Funds, Financial Markets, Trading, Asset Management, Securities, Investments, FX Options, Financial Modeling, Valuation
Education
State University of New York College at Geneseo 1983 — 1987
Bachelor of Arts (BA), Economics
Jillian Vella's Morgan Stanley Experience December 2014 - Present
Job Vice President, COO of Field & Client Segment Marketing, Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 2014 - Present
Morgan Stanley January 2011 - December 2014
Morgan Stanley Smith Barney June 2009 - January 2011
Morgan Stanley December 2008 - June 2009
Morgan Stanley April 2006 - December 2008
Morgan Stanley April 2004 - April 2006
Anton Sales and Marketing August 2003 - January 2004
Skills
Financial Services, Leadership, Management, Marketing, Marketing Communications, Negotiation, Product Marketing, Public Speaking, Sales, Strategy
Education
State University of New York College at Oswego 1999 — 2003
BA, Public Relations
Morgan Stanley December 2014 - Present
Morgan Stanley January 2011 - December 2014
Morgan Stanley Smith Barney June 2009 - January 2011
Morgan Stanley December 2008 - June 2009
Morgan Stanley April 2006 - December 2008
Morgan Stanley April 2004 - April 2006
Anton Sales and Marketing August 2003 - January 2004
Skills
Financial Services, Leadership, Management, Marketing, Marketing Communications, Negotiation, Product Marketing, Public Speaking, Sales, Strategy
Education
State University of New York College at Oswego 1999 — 2003
BA, Public Relations
Cathy Chin's Morgan Stanley Experience September 2000 - June 2004
Job Paralegal
Industry Legal Services
Experience
McCabe Weisberg & Conway February 2015 - Present
White Plains Courthouse (County) September 2014 - November 2014
Private Company August 2007 - August 2013
Morgan Stanley September 2000 - June 2004
Lehman Brothers April 1998 - August 2000
The Wall Street Journal November 1996 - January 1998
Standard & Poor's August 1995 - August 1996
Skills
Paralegals, Legal Research, Editorial, Document Drafting, Legal Writing, Litigation, Intellectual Property, Trusts, Foreclosures, Contracts Administrators, Bankruptcy, Equity Research, Journalism, Publications
Education
State University of New York College at Oswego 1990 — 1994
McCabe Weisberg & Conway February 2015 - Present
White Plains Courthouse (County) September 2014 - November 2014
Private Company August 2007 - August 2013
Morgan Stanley September 2000 - June 2004
Lehman Brothers April 1998 - August 2000
The Wall Street Journal November 1996 - January 1998
Standard & Poor's August 1995 - August 1996
Skills
Paralegals, Legal Research, Editorial, Document Drafting, Legal Writing, Litigation, Intellectual Property, Trusts, Foreclosures, Contracts Administrators, Bankruptcy, Equity Research, Journalism, Publications
Education
State University of New York College at Oswego 1990 — 1994
BINDIYA GIRI's Morgan Stanley Experience May 2012 - Present
Job Implementation Lead/Solution Architect Axiom at BNP Paribas
Industry Accounting
Experience
BNP Paribas April 2015 - Present
Axiom Software Laboratories January 2014 - Present
Morgan Stanley May 2012 - Present
Axiom SL August 2010 - May 2012
CVPH Business Center August 2008 - December 2008
AARP January 2008 - March 2008
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Finance, Accounting, Corporate Finance, Credit Risk, Management Consulting, Business Analysis, Valuation, Team Management, Equities, Banking, Payroll, Financial Risk, Internal Controls, Account Reconciliation, QuickBooks, Risk Management, Tax, Bookkeeping, Financial Statements, Business Strategy, Investment Banking, Due Diligence
Education
State University of New York College at Plattsburgh 2006 — 2010
BS, Accounting and Finance
BNP Paribas April 2015 - Present
Axiom Software Laboratories January 2014 - Present
Morgan Stanley May 2012 - Present
Axiom SL August 2010 - May 2012
CVPH Business Center August 2008 - December 2008
AARP January 2008 - March 2008
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Finance, Accounting, Corporate Finance, Credit Risk, Management Consulting, Business Analysis, Valuation, Team Management, Equities, Banking, Payroll, Financial Risk, Internal Controls, Account Reconciliation, QuickBooks, Risk Management, Tax, Bookkeeping, Financial Statements, Business Strategy, Investment Banking, Due Diligence
Education
State University of New York College at Plattsburgh 2006 — 2010
BS, Accounting and Finance
Steven Zehner's Morgan Stanley Experience 2010 - 2013
Job Associate Director/IT Business Analyst at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank January 2014 - Present
EMC Corporation December 2010 - July 2013
Morgan Stanley 2010 - 2013
Commerzbank AG 2 World Financial Center New York, NY 10281 September 1985 - July 2010
Dresdner Kleinwort 1985 - 2007
E.F. HUTTON, INC January 1983 - January 1985
Skills
Fixed Income, Equities, Capital Markets, Risk Management, Portfolio Management, Banking, Settlement, Management, Mutual Funds, Integration, Cash Management, Business Analysis, Account Reconciliation, Vendor Management
Education
State University of New York College at Oneonta 1978 — 1982
Bachelors, Business Economics and German
State University of New York College at Oneonta 1978 — 1982
Bachelor of Science (BS), Business/Managerial Economics
UBS Investment Bank January 2014 - Present
EMC Corporation December 2010 - July 2013
Morgan Stanley 2010 - 2013
Commerzbank AG 2 World Financial Center New York, NY 10281 September 1985 - July 2010
Dresdner Kleinwort 1985 - 2007
E.F. HUTTON, INC January 1983 - January 1985
Skills
Fixed Income, Equities, Capital Markets, Risk Management, Portfolio Management, Banking, Settlement, Management, Mutual Funds, Integration, Cash Management, Business Analysis, Account Reconciliation, Vendor Management
Education
State University of New York College at Oneonta 1978 — 1982
Bachelors, Business Economics and German
State University of New York College at Oneonta 1978 — 1982
Bachelor of Science (BS), Business/Managerial Economics
Richard J. Desch III, CFP®'s Morgan Stanley Experience June 2009 - August 2010
Job Financial Planner at The Ayco Company, L.P., a Goldman Sachs Company
Industry Financial Services
Experience
Ayco, a Goldman Sachs Company August 2014 - Present
Ayco, a Goldman Sachs Company July 2013 - August 2014
Ayco, a Goldman Sachs Company August 2010 - July 2013
Morgan Stanley June 2009 - August 2010
Citi November 2006 - June 2009
Education
Union College 2011 — 2014
Master of Business Administration (MBA), Finance & Economics
State University of New York at Oswego 2002 — 2006
Ayco, a Goldman Sachs Company August 2014 - Present
Ayco, a Goldman Sachs Company July 2013 - August 2014
Ayco, a Goldman Sachs Company August 2010 - July 2013
Morgan Stanley June 2009 - August 2010
Citi November 2006 - June 2009
Education
Union College 2011 — 2014
Master of Business Administration (MBA), Finance & Economics
State University of New York at Oswego 2002 — 2006
Anthony Puma's Morgan Stanley Experience November 2005 - September 2008
Job Compliance Officer at Stone Harbor Investment Partners
Industry Investment Management
Experience
Stone Harbor Investment Partners April 2013 - Present
Barclays Wealth and Investment Management July 2011 - April 2013
Morgan Stanley Investment Management September 2008 - July 2011
Morgan Stanley November 2005 - September 2008
Smith Barney - Citigroup, Global Wealth Management October 2004 - November 2005
Skills
Charles River IMS, Latent Zero Sentinel, Bloomberg AIM, Fixed Income, Risk Management, Bloomberg, Equities, Finance, Financial Risk, Investments, Mutual Funds, Portfolio Management, Asset Management, Series 7, Financial Services, Investment Management, Securities, Trading
Education
State University of New York College at Oneonta 1999 — 2003
BS, Business Economics
Stone Harbor Investment Partners April 2013 - Present
Barclays Wealth and Investment Management July 2011 - April 2013
Morgan Stanley Investment Management September 2008 - July 2011
Morgan Stanley November 2005 - September 2008
Smith Barney - Citigroup, Global Wealth Management October 2004 - November 2005
Skills
Charles River IMS, Latent Zero Sentinel, Bloomberg AIM, Fixed Income, Risk Management, Bloomberg, Equities, Finance, Financial Risk, Investments, Mutual Funds, Portfolio Management, Asset Management, Series 7, Financial Services, Investment Management, Securities, Trading
Education
State University of New York College at Oneonta 1999 — 2003
BS, Business Economics
Kathleen Muller's Morgan Stanley Experience April 1992 - February 1994
Job Financial Sales Assistant at MFG Investments, LLC
Industry Financial Services
Experience
MFG Investments, LLC December 2014 - Present
Fisher Financial Group/AXA-Advisors December 2011 - December 2014
Food Bank of South Jersey March 2011 - December 2011
Immanuel Lutheran Nursery School August 2007 - June 2010
Jazzercise Fitness Center February 2004 - June 2008
The Ayco Company, L.P. January 1995 - January 1996
TIAA-CREF April 1994 - October 1994
Morgan Stanley April 1992 - February 1994
New York Mercantile Exchange September 1990 - April 1992
Skills
Microsoft Office, Word, Excel, Data Entry, Typing, Microsoft Excel, Microsoft Word, Customer Service, Public Speaking, Training, Leadership, PowerPoint
Education
State University of New York College at Geneseo 1986 — 1990
BS, Management Science
MFG Investments, LLC December 2014 - Present
Fisher Financial Group/AXA-Advisors December 2011 - December 2014
Food Bank of South Jersey March 2011 - December 2011
Immanuel Lutheran Nursery School August 2007 - June 2010
Jazzercise Fitness Center February 2004 - June 2008
The Ayco Company, L.P. January 1995 - January 1996
TIAA-CREF April 1994 - October 1994
Morgan Stanley April 1992 - February 1994
New York Mercantile Exchange September 1990 - April 1992
Skills
Microsoft Office, Word, Excel, Data Entry, Typing, Microsoft Excel, Microsoft Word, Customer Service, Public Speaking, Training, Leadership, PowerPoint
Education
State University of New York College at Geneseo 1986 — 1990
BS, Management Science
Richard Torrellas's Morgan Stanley Experience January 1988 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 1988 - Present
Skills
Equities, Capital Markets, Investment Banking, Fixed Income, Derivatives, Credit Derivatives, Equity Derivatives, Hedge Funds, Basel II, Market Risk, Trading Systems, Structured Products, Swaps, Interest Rate..., Middle Office
Education
State University of New York College at Oneonta 1983 — 1987
Morgan Stanley January 1988 - Present
Skills
Equities, Capital Markets, Investment Banking, Fixed Income, Derivatives, Credit Derivatives, Equity Derivatives, Hedge Funds, Basel II, Market Risk, Trading Systems, Structured Products, Swaps, Interest Rate..., Middle Office
Education
State University of New York College at Oneonta 1983 — 1987
Neal Rothstein's Morgan Stanley Experience February 1996 - March 2004
Job Operations Specialist, Product Control
Industry Investment Banking
Experience
Societe Generale Corporate & Investment Banking 2008 - 2014
Bear Stearns June 2004 - July 2008
Morgan Stanley February 1996 - March 2004
Skills
Middle Office, Fixed Income, Derivatives, Swaps, Product Control, Bloomberg, Equities, Hedge Funds, Capital Markets, Securities
Education
State University of New York College at Old Westbury 2005 — 2006
Finance, Psychology
Societe Generale Corporate & Investment Banking 2008 - 2014
Bear Stearns June 2004 - July 2008
Morgan Stanley February 1996 - March 2004
Skills
Middle Office, Fixed Income, Derivatives, Swaps, Product Control, Bloomberg, Equities, Hedge Funds, Capital Markets, Securities
Education
State University of New York College at Old Westbury 2005 — 2006
Finance, Psychology
SYEDA HUSSAINI's Morgan Stanley Experience April 2013 - September 2014
Job Project Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2013 - September 2014
Skills
Project Management, Windows 7, Windows 7 Migration, Fixed Income, Vendor Management, SharePoint, Project Coordination, Corporate Finance, Electronic Trading, Financial Analysis, Financial Modeling, IT Management, IT Strategy, Microsoft Excel, PowerPoint, Project Portfolio..., Requirements Gathering, Trading Systems, Microsoft Office, Management
Education
State University of New York College at Old Westbury 2007 — 2011
Bachelor's degree, Finance, General
Morgan Stanley April 2013 - September 2014
Skills
Project Management, Windows 7, Windows 7 Migration, Fixed Income, Vendor Management, SharePoint, Project Coordination, Corporate Finance, Electronic Trading, Financial Analysis, Financial Modeling, IT Management, IT Strategy, Microsoft Excel, PowerPoint, Project Portfolio..., Requirements Gathering, Trading Systems, Microsoft Office, Management
Education
State University of New York College at Old Westbury 2007 — 2011
Bachelor's degree, Finance, General
Edward Eck's Morgan Stanley Experience January 2013 - June 2015
Job BNP Paribas
Industry Capital Markets
Experience
BNP Paribas June 2015 - Present
Morgan Stanley January 2013 - June 2015
Broadridge Financial February 2009 - December 2012
Dayton and Sydney Wealth Strategies Group, LLC AXA Advisors, LLC February 2006 - February 2009
Education
State University of New York College at Plattsburgh 2007 — 2011
Bachelor's degree, History, 3.2
BNP Paribas June 2015 - Present
Morgan Stanley January 2013 - June 2015
Broadridge Financial February 2009 - December 2012
Dayton and Sydney Wealth Strategies Group, LLC AXA Advisors, LLC February 2006 - February 2009
Education
State University of New York College at Plattsburgh 2007 — 2011
Bachelor's degree, History, 3.2
Russell Finley's Morgan Stanley Experience November 2009 - February 2013
Job National Operations Manager, Property Services at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management February 2013 - Present
Morgan Stanley November 2009 - February 2013
Computer Learning Center 1997 - 1998
Skills
Risk Management, Operations Management, Financial Services, Vendor Management, Stakeholder Management, Process Improvement, Strategic Planning, Transition Management
Education
State University of New York College at Oswego 1987 — 1991
Bachelor of Arts (B.A.), Secondary Education
Morgan Stanley Wealth Management February 2013 - Present
Morgan Stanley November 2009 - February 2013
Computer Learning Center 1997 - 1998
Skills
Risk Management, Operations Management, Financial Services, Vendor Management, Stakeholder Management, Process Improvement, Strategic Planning, Transition Management
Education
State University of New York College at Oswego 1987 — 1991
Bachelor of Arts (B.A.), Secondary Education
Tom Cornell's Morgan Stanley Experience April 2000 - Present
Job Database Administrator at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2000 - Present
Lehman Brothers January 1998 - April 2000
Skills
Software Development, Database Design, Database Administration, Data Modeling, DBMS, DB2, SQL Tuning, Sybase, Perl, Borland Delphi, Database Triggers, Stored Procedures, T-SQL Stored Procedures, Data Warehousing, PostgreSQL
Education
State University of New York College at Old Westbury 1992 — 1994
Bachelor's of Science, Computer Science
Suffolk County Community College
Associate's degree, Computer Science
Morgan Stanley April 2000 - Present
Lehman Brothers January 1998 - April 2000
Skills
Software Development, Database Design, Database Administration, Data Modeling, DBMS, DB2, SQL Tuning, Sybase, Perl, Borland Delphi, Database Triggers, Stored Procedures, T-SQL Stored Procedures, Data Warehousing, PostgreSQL
Education
State University of New York College at Old Westbury 1992 — 1994
Bachelor's of Science, Computer Science
Suffolk County Community College
Associate's degree, Computer Science
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS