Morgan Stanley
Industry: Investment banking company
DescriptionMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. Headquarters: New York City, New York, United States CEO: James P. Gorman (Jan 1, 2010–) Revenue: 37.94 billion USD (2017) Subsidiaries: Discover Financial Services, Did you know: Morgan Stanley is the sixth-largest bank in the US by total assets ($875 B). wikipedia.org
Morgan Stanley List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Morgan Stanley. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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34,792 Morgan Stanley employees in database. Find out everything there's to know about Morgan Stanley employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Morgan Stanley Employees
Employee
Years
Job
Industry
Asia Davis Asia Davis's Morgan Stanley Experience July 2010 - July 2010
Job Student at Susquehanna University
Industry
Experience
Richards Kibbe & Orbe LLP July 2010 - July 2010
Legal Aid Society July 2010 - July 2010
Ropes & Gray LLP July 2010 - July 2010
Morgan Stanley July 2010 - July 2010
Skills
PowerPoint, Microsoft Office, Microsoft Word, Research, Public Speaking, Teamwork, Microsoft Excel, Investments, Trials, Statistics, Critical Thinking, Fundraising, Psychology, Digital Photography, Social Media
Education
Susquehanna University 2013 — 2017
Bachelor of Arts (BA), Psychology
Baruch College Campus High School 2009 — 2013
Richards Kibbe & Orbe LLP July 2010 - July 2010
Legal Aid Society July 2010 - July 2010
Ropes & Gray LLP July 2010 - July 2010
Morgan Stanley July 2010 - July 2010
Skills
PowerPoint, Microsoft Office, Microsoft Word, Research, Public Speaking, Teamwork, Microsoft Excel, Investments, Trials, Statistics, Critical Thinking, Fundraising, Psychology, Digital Photography, Social Media
Education
Susquehanna University 2013 — 2017
Bachelor of Arts (BA), Psychology
Baruch College Campus High School 2009 — 2013
Alejandra Mills's Morgan Stanley Experience March 2008 - June 2010
Job Executive Assistant to the CEO at Central Resources, Inc
Industry Oil & Energy
Experience
Central Resources, Inc September 2014 - Present
Encana March 2011 - November 2013
Morgan Stanley March 2008 - June 2010
Morgan Stanley March 2006 - February 2008
Y&R The Bravo Group January 2002 - July 2005
Skills
Event Planning, Human Resources, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Public Speaking, Customer Service, Social Media, Public Relations, Event Management, Research, Administrative..., Fundraising, Outlook, Marketing, Nonprofits, Time Management, Strategic Planning, Training, Leadership, Employee Relations, Budgets, Teamwork, Team Building, Management, Social Networking
Education
Syracuse University
Bachelor's Degree, Advertising & Public Communications
Central Resources, Inc September 2014 - Present
Encana March 2011 - November 2013
Morgan Stanley March 2008 - June 2010
Morgan Stanley March 2006 - February 2008
Y&R The Bravo Group January 2002 - July 2005
Skills
Event Planning, Human Resources, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Public Speaking, Customer Service, Social Media, Public Relations, Event Management, Research, Administrative..., Fundraising, Outlook, Marketing, Nonprofits, Time Management, Strategic Planning, Training, Leadership, Employee Relations, Budgets, Teamwork, Team Building, Management, Social Networking
Education
Syracuse University
Bachelor's Degree, Advertising & Public Communications
Ian McCormick's Morgan Stanley Experience May 2007 - August 2007
Job Teriyaki Enthusiast
Industry Restaurants
Experience
Glaze Teriyaki Grill March 2012 - Present
Juniper Networks September 2011 - April 2012
Juniper Networks October 2010 - September 2011
UCD Marian Basketball Club August 2009 - March 2010
Karma Basket Podebrady, Czech Republic August 2009 - September 2009
Ridgecrest Capital Partners June 2009 - August 2009
Pully Basket Switzerland August 2008 - May 2009
Morgan Stanley May 2007 - August 2007
Starbucks Coffee Company June 2006 - August 2006
Skills
Strategy, Entrepreneurship, Leadership, Management, Marketing, Coaching, Program Management, Analysis, Time Management
Education
Swarthmore College 2004 — 2008
B.A, Economics
Glaze Teriyaki Grill March 2012 - Present
Juniper Networks September 2011 - April 2012
Juniper Networks October 2010 - September 2011
UCD Marian Basketball Club August 2009 - March 2010
Karma Basket Podebrady, Czech Republic August 2009 - September 2009
Ridgecrest Capital Partners June 2009 - August 2009
Pully Basket Switzerland August 2008 - May 2009
Morgan Stanley May 2007 - August 2007
Starbucks Coffee Company June 2006 - August 2006
Skills
Strategy, Entrepreneurship, Leadership, Management, Marketing, Coaching, Program Management, Analysis, Time Management
Education
Swarthmore College 2004 — 2008
B.A, Economics
Maria E. Ferran Maria E. Ferran's Morgan Stanley Experience 1982 - 1984
Job Talent Acquisitions, Strategic Planning & Advisory
Industry Human Resources
Experience
Director March 2014 - Present
Owner & Talent Delivery Specialist June 2004 - Present
Branch Manager, Administrative Staffing April 2011 - December 2011
Design Team Builder 1986 - 1995
Business Development Manager, UK 1985 - 1986
Hill+Knowlton Strategies January 1984 - February 1984
Morgan Stanley 1982 - 1984
Skills
Interviewing, Executive Search, Cold Calling, Talent Acquisition, Technical Recruiting, Recruitment/Retention, Talent Management, Sourcing, Strategic Planning, Customer Relations, Business Strategy, Human Capital Management, Mergers, Onboarding, Compliance, Negotiation, Contract Negotiation, Succession Planning, Leadership Development, Sales Management, Team Building, Account Management, Coaching, HR Consulting, New Business Development, Research, Mentoring, Strategic Sourcing, Operations Management, Resume Writing, Speech Writing, Strategic Public..., Interviews, Mergers & Acquisitions, Training, Program Management, Human Resources, Management Consulting, Consulting, Market Research, Marketing, Applicant Tracking..., Performance Management, Personnel Management, Employee Relations, Career Development, Hiring, Strategy, Leadership, Vendor Management
Education
Sweet Briar College
Liberal Arts and Sciences/Liberal Studies
University of the State of NY - Regents College
Bachelor's Degree, Liberal Arts and Sciences/Liberal Studies
Wake Forest University
Yale University
Director March 2014 - Present
Owner & Talent Delivery Specialist June 2004 - Present
Branch Manager, Administrative Staffing April 2011 - December 2011
Design Team Builder 1986 - 1995
Business Development Manager, UK 1985 - 1986
Hill+Knowlton Strategies January 1984 - February 1984
Morgan Stanley 1982 - 1984
Skills
Interviewing, Executive Search, Cold Calling, Talent Acquisition, Technical Recruiting, Recruitment/Retention, Talent Management, Sourcing, Strategic Planning, Customer Relations, Business Strategy, Human Capital Management, Mergers, Onboarding, Compliance, Negotiation, Contract Negotiation, Succession Planning, Leadership Development, Sales Management, Team Building, Account Management, Coaching, HR Consulting, New Business Development, Research, Mentoring, Strategic Sourcing, Operations Management, Resume Writing, Speech Writing, Strategic Public..., Interviews, Mergers & Acquisitions, Training, Program Management, Human Resources, Management Consulting, Consulting, Market Research, Marketing, Applicant Tracking..., Performance Management, Personnel Management, Employee Relations, Career Development, Hiring, Strategy, Leadership, Vendor Management
Education
Sweet Briar College
Liberal Arts and Sciences/Liberal Studies
University of the State of NY - Regents College
Bachelor's Degree, Liberal Arts and Sciences/Liberal Studies
Wake Forest University
Yale University
michael diagostino michael diagostino's Morgan Stanley Experience 2004 - 2005
Job Sales Director at SumRidge Partners
Industry Financial Services
Experience
SumRidge Partners 2011 - Present
Morgan Stanley 2004 - 2005
Skills
Investments, Retirement Planning, Strategic Financial..., Wealth Management, Equities, Portfolio Management, Mutual Funds, Banking, Retirement, Asset Management, Mortgage Lending, Financial Analysis, Risk Management, Credit, Loans, Securities, Pensions, Insurance, Fixed Annuities, Corporate Finance, Series 7, Fixed Income, Series 63, Capital Markets
Education
Stony Brook University
Bachelor of Arts (B.A.)
SumRidge Partners 2011 - Present
Morgan Stanley 2004 - 2005
Skills
Investments, Retirement Planning, Strategic Financial..., Wealth Management, Equities, Portfolio Management, Mutual Funds, Banking, Retirement, Asset Management, Mortgage Lending, Financial Analysis, Risk Management, Credit, Loans, Securities, Pensions, Insurance, Fixed Annuities, Corporate Finance, Series 7, Fixed Income, Series 63, Capital Markets
Education
Stony Brook University
Bachelor of Arts (B.A.)
Victor J. Alfieri Victor J. Alfieri's Morgan Stanley Experience March 2008 - February 2009
Job Compliance Manager Centralized Supervisory Unit at LPL Financial
Industry Financial Services
Experience
LPL Financial March 2014 - Present
LPL Financial July 2013 - March 2014
FinTrust Investment Advisors, LLC October 2009 - July 2013
Morgan Stanley March 2008 - February 2009
Merrill Lynch January 2006 - March 2008
IBM January 2004 - June 2005
Dreyfus April 1998 - January 2004
Skills
Investments, Institutional trading, Compliance, Financial Analysis, Portfolio Management, Investment Advisory, Mergers & Acquisitions, Underwriting, Financial Markets, FINRA, Account Management, Strategic Financial..., Due Diligence, Asset Allocation, Microsoft Excel, Trading, Recruiting, Fixed Annuities, Policy, Securities, Budgets, Training, Strategy, Credit, Customer Service, Investment Strategies, Asset Management, Risk Management, Invoicing, Relationship Management, 401k, Call Centers, Analysis, Retirement, Fixed Income, Hedge Funds, Accounting, Retirement Planning, Financial Services, Series 6, Executive Management, Cross-functional Team..., Mutual Funds, Series 7, Wealth Management, CRM, Banking, Financial Advisory, Finance, Equities
Education
Stony Brook University 1994 — 1997
Bachelor of Arts (B.A.), English
Suffolk County Community College 1992 — 1994
Associate of Science (A.S.), Business Administration and Management, General
LPL Financial March 2014 - Present
LPL Financial July 2013 - March 2014
FinTrust Investment Advisors, LLC October 2009 - July 2013
Morgan Stanley March 2008 - February 2009
Merrill Lynch January 2006 - March 2008
IBM January 2004 - June 2005
Dreyfus April 1998 - January 2004
Skills
Investments, Institutional trading, Compliance, Financial Analysis, Portfolio Management, Investment Advisory, Mergers & Acquisitions, Underwriting, Financial Markets, FINRA, Account Management, Strategic Financial..., Due Diligence, Asset Allocation, Microsoft Excel, Trading, Recruiting, Fixed Annuities, Policy, Securities, Budgets, Training, Strategy, Credit, Customer Service, Investment Strategies, Asset Management, Risk Management, Invoicing, Relationship Management, 401k, Call Centers, Analysis, Retirement, Fixed Income, Hedge Funds, Accounting, Retirement Planning, Financial Services, Series 6, Executive Management, Cross-functional Team..., Mutual Funds, Series 7, Wealth Management, CRM, Banking, Financial Advisory, Finance, Equities
Education
Stony Brook University 1994 — 1997
Bachelor of Arts (B.A.), English
Suffolk County Community College 1992 — 1994
Associate of Science (A.S.), Business Administration and Management, General
Jia Zhuo Jia Zhuo's Morgan Stanley Experience June 2014 - Present
Job Associate at Morgan Stanley, Strategies&Modeling
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Bloomberg LP June 2013 - August 2013
Skills
Matlab, C++, Java, SQL, R, XQuery, Prolog, Octave, Quantitative Finance, C, Python, Bloomberg, Algorithms, Statistics, Machine Learning, Stochastic Calculus, Mathematica, Quantitative Analytics, MATLAB
Education
University of Southern California 2009 — 2014
Ph.D., Applied Mathematics
Sun Yat-Sen University 2005 — 2009
BS, Mathematics
Morgan Stanley June 2014 - Present
Bloomberg LP June 2013 - August 2013
Skills
Matlab, C++, Java, SQL, R, XQuery, Prolog, Octave, Quantitative Finance, C, Python, Bloomberg, Algorithms, Statistics, Machine Learning, Stochastic Calculus, Mathematica, Quantitative Analytics, MATLAB
Education
University of Southern California 2009 — 2014
Ph.D., Applied Mathematics
Sun Yat-Sen University 2005 — 2009
BS, Mathematics
Kim Elizabeth Oliver Kim Elizabeth Oliver's Morgan Stanley Experience February 2001 - September 2003
Job Customer Service Coordinator
Industry Consumer Goods
Experience
Marathon Industries June 2015 - Present
TPC Snoqualmie Ridge February 2014 - June 2015
The Massage Room May 2010 - February 2014
Plus One Health Management Inc September 2003 - August 2004
Morgan Stanley February 2001 - September 2003
Volt August 2000 - March 2001
American World August 1999 - July 2000
National MS Society November 1998 - July 1999
AirTouch January 1997 - March 1998
Skills
Social Media Marketing, Facebook, Social Networking, Event Planning, Fundraising, Social Media, Marketing, Newsletters, Email Marketing, Online Marketing, Hospitality, Customer Service, Sales
Education
Swedish Institute a College of Health Sciences 2001 — 2003
Occupational Studies, Massage Therapy
University of Washington 1992 — 1996
Bachelor of Arts (BA)
Seattle Prep
Marathon Industries June 2015 - Present
TPC Snoqualmie Ridge February 2014 - June 2015
The Massage Room May 2010 - February 2014
Plus One Health Management Inc September 2003 - August 2004
Morgan Stanley February 2001 - September 2003
Volt August 2000 - March 2001
American World August 1999 - July 2000
National MS Society November 1998 - July 1999
AirTouch January 1997 - March 1998
Skills
Social Media Marketing, Facebook, Social Networking, Event Planning, Fundraising, Social Media, Marketing, Newsletters, Email Marketing, Online Marketing, Hospitality, Customer Service, Sales
Education
Swedish Institute a College of Health Sciences 2001 — 2003
Occupational Studies, Massage Therapy
University of Washington 1992 — 1996
Bachelor of Arts (BA)
Seattle Prep
Emerson James Emerson James's Morgan Stanley Experience June 2015 - Present
Job Investment Banking Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2015 - Present
Great Range Capital June 2014 - December 2014
Kaya Media Corporation June 2013 - August 2013
Axiom Engineering 2006 - 2009
Skills
Korean, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, HTML, Social Network Analysis
Education
University of Kansas 2010 — 2014
Finance, B.S.B. / East Asian Language and Culture, B.A. with Honors, Korean focus
Yonsei University 2012 — 2012
Korean Language and Literature, Business
Sungkyunkwan University 2011 — 2012
Korean Language and Literature
Trinity Academy
High School
Morgan Stanley June 2015 - Present
Great Range Capital June 2014 - December 2014
Kaya Media Corporation June 2013 - August 2013
Axiom Engineering 2006 - 2009
Skills
Korean, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, HTML, Social Network Analysis
Education
University of Kansas 2010 — 2014
Finance, B.S.B. / East Asian Language and Culture, B.A. with Honors, Korean focus
Yonsei University 2012 — 2012
Korean Language and Literature, Business
Sungkyunkwan University 2011 — 2012
Korean Language and Literature
Trinity Academy
High School
Sandeep Mokirala Sandeep Mokirala's Morgan Stanley Experience April 2010 - January 2013
Job Digital Project Executive Global Technology Services at IBM
Industry Information Technology and Services
Experience
IBM August 2015 - Present
Liberty Mutual Insurance May 2014 - August 2015
UMT January 2013 - May 2014
Morgan Stanley April 2010 - January 2013
NTT DATA Americas October 2007 - May 2010
NTT DATA Americas June 2005 - October 2007
IBM May 2004 - April 2005
Dell International Services,India July 2003 - July 2004
Skills
Program Management, Scrum, Project Management, ITIL, Service Management, Portfolio Management, Product Management, Business Process..., Full SDLC, Windows 7 Migration, Infrastructure Services, Quality Assurance, PeopleSoft, JIRA, Windows Sharepoint..., Business Analysis, Project Server, Microsoft Project..., Integration, Business Process..., Agile Project Management, IT Strategy, Project Portfolio..., PMP, IT Service Management, SDLC, Supply Chain Operations, Management Consulting, ERP Implementations, Software Quality..., Change Management, Management, Enterprise Software, Software Project..., Microsoft Project
Education
Symbiosis International University 2003 — 2005
MBA, HR and IT
Badruka college of Information Technology 1999 — 2002
Bachelor of computer science, Computer Science
IBM August 2015 - Present
Liberty Mutual Insurance May 2014 - August 2015
UMT January 2013 - May 2014
Morgan Stanley April 2010 - January 2013
NTT DATA Americas October 2007 - May 2010
NTT DATA Americas June 2005 - October 2007
IBM May 2004 - April 2005
Dell International Services,India July 2003 - July 2004
Skills
Program Management, Scrum, Project Management, ITIL, Service Management, Portfolio Management, Product Management, Business Process..., Full SDLC, Windows 7 Migration, Infrastructure Services, Quality Assurance, PeopleSoft, JIRA, Windows Sharepoint..., Business Analysis, Project Server, Microsoft Project..., Integration, Business Process..., Agile Project Management, IT Strategy, Project Portfolio..., PMP, IT Service Management, SDLC, Supply Chain Operations, Management Consulting, ERP Implementations, Software Quality..., Change Management, Management, Enterprise Software, Software Project..., Microsoft Project
Education
Symbiosis International University 2003 — 2005
MBA, HR and IT
Badruka college of Information Technology 1999 — 2002
Bachelor of computer science, Computer Science
Bill Sather Bill Sather's Morgan Stanley Experience September 2008 - December 2008
Job Business Consultant at Eze Software Group
Industry Financial Services
Experience
Eze Software Group January 2015 - Present
Graham Capital Management October 2010 - 2014
Morgan Stanley September 2008 - December 2008
Skills
Fixed Income, Capital Markets, Hedge Funds, Derivatives, Alternative Investments, Bloomberg, Equities, Emerging Markets, Investments, Microsoft Excel, Financial Modeling, Portfolio Management, Microsoft Office, Social Media, Management
Education
Suffolk University 2006 — 2010
Bachelor of Science in Business Adminstration, Business Administration
Eze Software Group January 2015 - Present
Graham Capital Management October 2010 - 2014
Morgan Stanley September 2008 - December 2008
Skills
Fixed Income, Capital Markets, Hedge Funds, Derivatives, Alternative Investments, Bloomberg, Equities, Emerging Markets, Investments, Microsoft Excel, Financial Modeling, Portfolio Management, Microsoft Office, Social Media, Management
Education
Suffolk University 2006 — 2010
Bachelor of Science in Business Adminstration, Business Administration
Varsha Paidi Varsha Paidi's Morgan Stanley Experience June 2015 - August 2015
Job Technology Summer Analyst, Morgan Stanley | CS Graduate Student, Stony Brook University
Industry Computer Software
Experience
Morgan Stanley June 2015 - August 2015
Stony Brook University June 2013 - May 2014
Computer Science Department, Stony Brook University February 2013 - May 2013
Campus Residences, Stony Brook University September 2012 - December 2012
Campus Residences, Stony Brook University June 2012 - August 2012
Student Orientation & Family Programs, Stony Brook University June 2012 - August 2012
Computer Science Department, Stony Brook University February 2012 - May 2012
Computer Science Department, Stony Brook University September 2011 - December 2011
Stony Brook University August 2011 - December 2011
Skills
Java, Python, R, NumPy, Machine Learning, Data Science, JavaScript, jQuery, C#, SQL, OOP, C, C++, Algorithms, Linux, MySQL, HTML, CSS, D3.js
Education
Stony Brook University 2014 — 2015
Master of Science (M.S.), Computer Science
Stony Brook University 2010 — 2014
Bachelor of Science (B.S.), Computer Science
Stony Brook University 2010 — 2014
Bachelor of Science (B.S.), Applied Math & Statistics
Morgan Stanley June 2015 - August 2015
Stony Brook University June 2013 - May 2014
Computer Science Department, Stony Brook University February 2013 - May 2013
Campus Residences, Stony Brook University September 2012 - December 2012
Campus Residences, Stony Brook University June 2012 - August 2012
Student Orientation & Family Programs, Stony Brook University June 2012 - August 2012
Computer Science Department, Stony Brook University February 2012 - May 2012
Computer Science Department, Stony Brook University September 2011 - December 2011
Stony Brook University August 2011 - December 2011
Skills
Java, Python, R, NumPy, Machine Learning, Data Science, JavaScript, jQuery, C#, SQL, OOP, C, C++, Algorithms, Linux, MySQL, HTML, CSS, D3.js
Education
Stony Brook University 2014 — 2015
Master of Science (M.S.), Computer Science
Stony Brook University 2010 — 2014
Bachelor of Science (B.S.), Computer Science
Stony Brook University 2010 — 2014
Bachelor of Science (B.S.), Applied Math & Statistics
Guilherme Dias Guilherme Dias's Morgan Stanley Experience 1996 - 1999
Job Leadership Strategy Consultant
Industry Business Supplies and Equipment
Experience
Leadership Strategy Practice April 2013 - Present
Pitney Bowes Inc. January 2011 - March 2013
Pitney Bowes Canada September 2007 - December 2010
Wal-Mart August 2004 - September 2007
Algorithmics Inc. 2000 - 2004
Morgan Stanley 1996 - 1999
Hutchison Max 1995 - 1996
Skills
Leadership Development, Talent Management, Program Facilitation, Coaching, Succession Planning, Organizational..., Employee Engagement, Executive Coaching, Strategic Planning, Recruiting, Workshop Facilitation, Training, Cross-functional Team..., Organizational..., Human Resources, Team Leadership, Team Building, Business Strategy, Performance Management, Leadership, Talent Acquisition, Management, Interviews, Strategy, Change Management, Management Development, Program Management, Career Development
Education
Symbiosis Institute of Business Management 1990 — 1992
Masters in Human Resources
Leadership Strategy Practice April 2013 - Present
Pitney Bowes Inc. January 2011 - March 2013
Pitney Bowes Canada September 2007 - December 2010
Wal-Mart August 2004 - September 2007
Algorithmics Inc. 2000 - 2004
Morgan Stanley 1996 - 1999
Hutchison Max 1995 - 1996
Skills
Leadership Development, Talent Management, Program Facilitation, Coaching, Succession Planning, Organizational..., Employee Engagement, Executive Coaching, Strategic Planning, Recruiting, Workshop Facilitation, Training, Cross-functional Team..., Organizational..., Human Resources, Team Leadership, Team Building, Business Strategy, Performance Management, Leadership, Talent Acquisition, Management, Interviews, Strategy, Change Management, Management Development, Program Management, Career Development
Education
Symbiosis Institute of Business Management 1990 — 1992
Masters in Human Resources
Audrey Jaw Audrey Jaw's Morgan Stanley Experience April 2011 - January 2012
Job Assistant General Counsel at KCG Holdings, Inc.
Industry Financial Services
Experience
KCG Holdings, Inc. May 2015 - Present
BlackRock March 2013 - May 2015
Bank of America July 2012 - February 2013
Morgan Stanley April 2011 - January 2012
Bridgewater Associates, LP March 2010 - April 2011
Financial Industry Regulatory Authority May 2008 - August 2008
Skills
Legal Research, Legal Writing, Contract Negotiation, Securities, Corporate Law, Hedge Funds, Financial Services, Capital Markets
Education
SUNY Buffalo Law School 2006 — 2009
J.D., Financial Transactions
University of Wisconsin-Madison 2001 — 2005
B.S., Psychology
KCG Holdings, Inc. May 2015 - Present
BlackRock March 2013 - May 2015
Bank of America July 2012 - February 2013
Morgan Stanley April 2011 - January 2012
Bridgewater Associates, LP March 2010 - April 2011
Financial Industry Regulatory Authority May 2008 - August 2008
Skills
Legal Research, Legal Writing, Contract Negotiation, Securities, Corporate Law, Hedge Funds, Financial Services, Capital Markets
Education
SUNY Buffalo Law School 2006 — 2009
J.D., Financial Transactions
University of Wisconsin-Madison 2001 — 2005
B.S., Psychology
Toby Kang, FRM Toby Kang, FRM's Morgan Stanley Experience May 2014 - Present
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2014 - Present
Tanius Technology, LLC January 2011 - May 2014
Tanius Technology, LLC July 2009 - December 2010
Skills
Financial Markets, Quantitative Finance, Risk Management, Market Risk, Credit Risk, Market Data, Data Analysis, Python, R, Matlab, Stress Testing, Backtesting, VAR, Equity Derivatives, Proprietary Trading, Electronic Trading, Commodity, Derivatives, Trading Strategies, Futures Trading, High Frequency Trading, Trading Systems, Investment Strategies, Linux, C, C#, C++, Microsoft Excel, HDF5, Options, Trading, Quantitative Analytics, Intex, Bloomberg, Finance, Financial Modeling, SQL
Education
University of Chicago 2008 — 2009
MS, Financial Mathematics
Sun Yat-Sen University 2004 — 2008
BS, Mathematics
Morgan Stanley May 2014 - Present
Tanius Technology, LLC January 2011 - May 2014
Tanius Technology, LLC July 2009 - December 2010
Skills
Financial Markets, Quantitative Finance, Risk Management, Market Risk, Credit Risk, Market Data, Data Analysis, Python, R, Matlab, Stress Testing, Backtesting, VAR, Equity Derivatives, Proprietary Trading, Electronic Trading, Commodity, Derivatives, Trading Strategies, Futures Trading, High Frequency Trading, Trading Systems, Investment Strategies, Linux, C, C#, C++, Microsoft Excel, HDF5, Options, Trading, Quantitative Analytics, Intex, Bloomberg, Finance, Financial Modeling, SQL
Education
University of Chicago 2008 — 2009
MS, Financial Mathematics
Sun Yat-Sen University 2004 — 2008
BS, Mathematics
Tina Dhar, CFP (R)'s Morgan Stanley Experience February 1994 - August 2005
Job Owner, Wealth Advisor at Quest Financial Services, securities offered through LPL FINANCIAL
Industry Financial Services
Experience
Quest Financial services, August 2014 - Present
Insight Financial Services LLC-Securties offered through LPL Financial FINRA/SIPC Member January 2012 - Present
Lincoln Financial Group September 2005 - January 2012
Morgan Stanley February 1994 - August 2005
American Stock Exchange 1991 - 1994
Manuafctures Hanover Trust 1989 - 1991
Manufactures Hanover Trust 1988 - 1989
Chase Manhattan Bank 1986 - 1988
Skills
Retirement, Wealth Management..., Wealth Management, Estate Planning, Credit, Securities, Comprehensive Wealth..., Comprehensive Planning
Education
Convent of Jesus and Mary, New Delhi, India 1977 — 1979
High School, Accounting and Finance
SUNY Stony Brook
BS, Applied Mathematics & Statistics
Quest Financial services, August 2014 - Present
Insight Financial Services LLC-Securties offered through LPL Financial FINRA/SIPC Member January 2012 - Present
Lincoln Financial Group September 2005 - January 2012
Morgan Stanley February 1994 - August 2005
American Stock Exchange 1991 - 1994
Manuafctures Hanover Trust 1989 - 1991
Manufactures Hanover Trust 1988 - 1989
Chase Manhattan Bank 1986 - 1988
Skills
Retirement, Wealth Management..., Wealth Management, Estate Planning, Credit, Securities, Comprehensive Wealth..., Comprehensive Planning
Education
Convent of Jesus and Mary, New Delhi, India 1977 — 1979
High School, Accounting and Finance
SUNY Stony Brook
BS, Applied Mathematics & Statistics
Joan Wills Joan Wills's Morgan Stanley Experience June 2011 - November 2012
Job Sr. Registered Account Administrator at Legacy Wealth Management
Industry Financial Services
Experience
Legacy Wealth Management November 2012 - Present
Morgan Stanley June 2011 - November 2012
Narragansett Bay Commission March 2008 - June 2011
Joan Wills Law Office January 1980 - March 2008
Town of Narragansett January 1990 - December 1994
Education
Suffolk University Law School 1977 — 1980
Juris Doctor (J.D.), Law
Legacy Wealth Management November 2012 - Present
Morgan Stanley June 2011 - November 2012
Narragansett Bay Commission March 2008 - June 2011
Joan Wills Law Office January 1980 - March 2008
Town of Narragansett January 1990 - December 1994
Education
Suffolk University Law School 1977 — 1980
Juris Doctor (J.D.), Law
Anthony Balboa's Morgan Stanley Experience June 2015 - August 2015
Job Wealth Management Intern at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - August 2015
Independent study August 2014 - December 2014
MacMurphy's Bar & Grill June 2012 - August 2012
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Financial Modeling, Data Analysis, Access, Microsoft Office, Time Management, Microsoft Word, Economics, Social Media, Options Strategies, Securities Market, Asset Allocation
Education
Susquehanna University 2012 — 2016
Bachelor of Business Administration (BBA), Finance, General
Ridgewood High school 2008 — 2012
Morgan Stanley June 2015 - August 2015
Independent study August 2014 - December 2014
MacMurphy's Bar & Grill June 2012 - August 2012
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Financial Modeling, Data Analysis, Access, Microsoft Office, Time Management, Microsoft Word, Economics, Social Media, Options Strategies, Securities Market, Asset Allocation
Education
Susquehanna University 2012 — 2016
Bachelor of Business Administration (BBA), Finance, General
Ridgewood High school 2008 — 2012
Rio Slaven Rio Slaven's Morgan Stanley Experience 2002 - 2004
Job Head of Marketing and Community at Tradier Inc.
Industry Marketing and Advertising
Experience
Tradier Inc. 2015 - Present
district6 Strategic Marketing 2012 - 2014
APMEX 2011 - 2012
TD Ameritrade 2006 - 2011
E*Trade Financial 2004 - 2006
Morgan Stanley 2002 - 2004
BBDO 2000 - 2002
Skills
Financial Services, SEO, E-commerce, Customer Acquisition, SEM, Digital Strategy, Social Media Marketing, Digital Marketing, Integrated Marketing, Direct Marketing, Online Advertising, Management, Email Marketing, Lead Generation, Brand Development, Marketing Strategy, Strategic Partnerships, Cross-functional Team..., Strategy, Mobile Marketing, CRM, Start-ups, Mobile Devices, Content Strategy, Creative Direction, Advertising, Leadership, Marketing, Digital Media, Competitive Analysis, Analytics, Segmentation, Sales, Public Relations, Facebook, Customer Retention, Web Analytics, Enterprise Software, Online Marketing, Strategic Planning, Marketing Communications, Mergers & Acquisitions, Social Media, B2B, Business Strategy
Education
Suffolk University - Sawyer Business School
MBA, Marketing and Quantitative Methods
University of Massachusetts, Amherst
Tradier Inc. 2015 - Present
district6 Strategic Marketing 2012 - 2014
APMEX 2011 - 2012
TD Ameritrade 2006 - 2011
E*Trade Financial 2004 - 2006
Morgan Stanley 2002 - 2004
BBDO 2000 - 2002
Skills
Financial Services, SEO, E-commerce, Customer Acquisition, SEM, Digital Strategy, Social Media Marketing, Digital Marketing, Integrated Marketing, Direct Marketing, Online Advertising, Management, Email Marketing, Lead Generation, Brand Development, Marketing Strategy, Strategic Partnerships, Cross-functional Team..., Strategy, Mobile Marketing, CRM, Start-ups, Mobile Devices, Content Strategy, Creative Direction, Advertising, Leadership, Marketing, Digital Media, Competitive Analysis, Analytics, Segmentation, Sales, Public Relations, Facebook, Customer Retention, Web Analytics, Enterprise Software, Online Marketing, Strategic Planning, Marketing Communications, Mergers & Acquisitions, Social Media, B2B, Business Strategy
Education
Suffolk University - Sawyer Business School
MBA, Marketing and Quantitative Methods
University of Massachusetts, Amherst
William Morton William Morton's Morgan Stanley Experience June 1996 - July 1999
Job retired
Industry Financial Services
Experience
home February 2013 - Present
retired February 2014 - February 2014
Aflac August 2012 - February 2013
Davis Securities September 2008 - March 2009
Robeco July 1999 - July 2008
Morgan Stanley June 1996 - July 1999
The Industrial Bank of Japan May 1990 - June 1996
Skills
Asset Management, Derivatives, Customer Service, Microsoft Excel, Hedge Funds, Corporate Finance, Microsoft Office, Investment Banking, Valuation, Financial Markets, Financial Reporting, Bonds, Investment Management, Investments, Asset Allocation, Mutual Funds
Education
State University of New York at Stony Brook
Bachelor of Science (BS), Social Sciences
home February 2013 - Present
retired February 2014 - February 2014
Aflac August 2012 - February 2013
Davis Securities September 2008 - March 2009
Robeco July 1999 - July 2008
Morgan Stanley June 1996 - July 1999
The Industrial Bank of Japan May 1990 - June 1996
Skills
Asset Management, Derivatives, Customer Service, Microsoft Excel, Hedge Funds, Corporate Finance, Microsoft Office, Investment Banking, Valuation, Financial Markets, Financial Reporting, Bonds, Investment Management, Investments, Asset Allocation, Mutual Funds
Education
State University of New York at Stony Brook
Bachelor of Science (BS), Social Sciences
Clea J. Brislin Clea J. Brislin's Morgan Stanley Experience June 2000 - September 2001
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Independent Contractor 2011 - 2013
Fannie Mae October 2009 - December 2010
U.S. Census Bureau -- Census Coverage Management April 2009 - September 2009
Promontory Interfinancial Network July 2008 - August 2008
Freddie Mac February 2006 - February 2008
Fannie Mae August 2005 - February 2006
Freddie Mac July 2004 - August 2005
Fannie Mae May 2003 - November 2003
Independent Contractor January 2002 - April 2003
Morgan Stanley June 2000 - September 2001
Skills
Java, JavaScript, VBScript, COBOL, SQL, PL/SQL, XML, XSLT, Sybase, DB2, ISPF, TCP/IP, Toad, Business Process, Business Alignment, Systems Alignment, Requirements Analysis, System Design, System Development, Decision Engineering, Test Planning, Test Execution, Database Management, Systems Security, Project Management, Project Documentation, Technical Documentation, Executive Presentations, Technical Presentations, Drafting Proposals, Report Writing, Manual Drafting, Financial Systems
Education
Southern Seminary College
Associate of Science (A.S.), General Science
Strayer University (VA)
Bachelor of Science (B.S.), Computer Science
Independent Contractor 2011 - 2013
Fannie Mae October 2009 - December 2010
U.S. Census Bureau -- Census Coverage Management April 2009 - September 2009
Promontory Interfinancial Network July 2008 - August 2008
Freddie Mac February 2006 - February 2008
Fannie Mae August 2005 - February 2006
Freddie Mac July 2004 - August 2005
Fannie Mae May 2003 - November 2003
Independent Contractor January 2002 - April 2003
Morgan Stanley June 2000 - September 2001
Skills
Java, JavaScript, VBScript, COBOL, SQL, PL/SQL, XML, XSLT, Sybase, DB2, ISPF, TCP/IP, Toad, Business Process, Business Alignment, Systems Alignment, Requirements Analysis, System Design, System Development, Decision Engineering, Test Planning, Test Execution, Database Management, Systems Security, Project Management, Project Documentation, Technical Documentation, Executive Presentations, Technical Presentations, Drafting Proposals, Report Writing, Manual Drafting, Financial Systems
Education
Southern Seminary College
Associate of Science (A.S.), General Science
Strayer University (VA)
Bachelor of Science (B.S.), Computer Science
Robert M Panessiti Robert M Panessiti's Morgan Stanley Experience January 2005 - June 2013
Job First Vice PresidentWealth Management, Senior Portfolio Manager, Portfolio Management Program, ChFC, NMLS #1215604
Industry Financial Services
Experience
UBS June 2013 - Present
Morgan Stanley January 2005 - June 2013
Merrill Lynch November 1993 - January 2005
New England Financial January 1992 - November 1993
Education
Suffolk University - Sawyer School of Management 1995 — 1997
Master of Science in Finance, Finance
University of Massachusetts, Amherst 1984 — 1988
BA, English/Political Science
UBS June 2013 - Present
Morgan Stanley January 2005 - June 2013
Merrill Lynch November 1993 - January 2005
New England Financial January 1992 - November 1993
Education
Suffolk University - Sawyer School of Management 1995 — 1997
Master of Science in Finance, Finance
University of Massachusetts, Amherst 1984 — 1988
BA, English/Political Science
Vania Castelino's Morgan Stanley Experience June 2011 - August 2011
Job Member of Technical Staff III at VMware
Industry Computer Software
Experience
VMware February 2012 - Present
The Graduate School, Stony Brook University December 2010 - February 2012
Morgan Stanley June 2011 - August 2011
St. Francis Institute of Technology January 2009 - July 2010
Skills
Java, JavaScript, C++, C, SQL, HTML + CSS, Eclipse, Programming, MySQL, Databases, Python, Algorithms, HTML, Microsoft SQL Server, Linux
Education
State University of New York at Stony Brook 2010 — 2011
Masters, Computer Science
St. Francis Institute of Technology, University of Mumbai 2004 — 2008
Bachelor of Engineering, Computer Engineering
S.I.E.S college, Sion 2002 — 2004
HSC, PCM, Computer science
St. Mary's High School, Dombivli 1990 — 2002
SSC
VMware February 2012 - Present
The Graduate School, Stony Brook University December 2010 - February 2012
Morgan Stanley June 2011 - August 2011
St. Francis Institute of Technology January 2009 - July 2010
Skills
Java, JavaScript, C++, C, SQL, HTML + CSS, Eclipse, Programming, MySQL, Databases, Python, Algorithms, HTML, Microsoft SQL Server, Linux
Education
State University of New York at Stony Brook 2010 — 2011
Masters, Computer Science
St. Francis Institute of Technology, University of Mumbai 2004 — 2008
Bachelor of Engineering, Computer Engineering
S.I.E.S college, Sion 2002 — 2004
HSC, PCM, Computer science
St. Mary's High School, Dombivli 1990 — 2002
SSC
Matthew Lubben Matthew Lubben's Morgan Stanley Experience May 2006 - February 2008
Job Vice President
Industry Financial Services
Experience
BNY Mellon August 2015 - Present
T Rowe Price March 2008 - July 2015
Morgan Stanley May 2006 - February 2008
Lehman Brothers August 1992 - May 2006
Skills
Fixed Income, Equities, Prime Brokerage, Relationship Management, Securities, Financial Services, Hedge Funds, Options, Alternative Investments, Series 7, Settlement, Bloomberg, Middle Office, Talent Development, Vendor Management, Strategic Planning
Education
Susquehanna University 1988 — 1992
BA, Economics
River Dell Regional High School
BNY Mellon August 2015 - Present
T Rowe Price March 2008 - July 2015
Morgan Stanley May 2006 - February 2008
Lehman Brothers August 1992 - May 2006
Skills
Fixed Income, Equities, Prime Brokerage, Relationship Management, Securities, Financial Services, Hedge Funds, Options, Alternative Investments, Series 7, Settlement, Bloomberg, Middle Office, Talent Development, Vendor Management, Strategic Planning
Education
Susquehanna University 1988 — 1992
BA, Economics
River Dell Regional High School
English Koontz English Koontz's Morgan Stanley Experience April 2008 - July 2012
Job Market Leader at BB&T
Industry Financial Services
Experience
BB&T July 2012 - Present
Morgan Stanley April 2008 - July 2012
Merrill Lynch August 1996 - April 2008
Skills
Wealth Management, Investments, Insurance, Retirement Planning, Client Service, Series 7, Mortgage Lending, Banking, Credit, Relationship Management, Loans, Financial Services, Leadership, Securities, Finance, Asset Allocation, Public Speaking
Education
Sweet Briar College 1991 — 1995
Bachelor of Arts (B.A.), Government and Public Administration
BB&T July 2012 - Present
Morgan Stanley April 2008 - July 2012
Merrill Lynch August 1996 - April 2008
Skills
Wealth Management, Investments, Insurance, Retirement Planning, Client Service, Series 7, Mortgage Lending, Banking, Credit, Relationship Management, Loans, Financial Services, Leadership, Securities, Finance, Asset Allocation, Public Speaking
Education
Sweet Briar College 1991 — 1995
Bachelor of Arts (B.A.), Government and Public Administration
Paul Ferrantino's Morgan Stanley Experience January 2011 - September 2015
Job Managing Director at PwC Risk Assurance
Industry Financial Services
Experience
PwC September 2015 - Present
Morgan Stanley January 2011 - September 2015
Bank of America September 2009 - January 2011
PwC May 2008 - June 2009
Merrill Lynch March 2007 - May 2008
PricewaterhouseCoopers September 1996 - March 2007
The NPD Group September 1995 - September 1996
ACNielsen June 1993 - September 1995
Skills
IT Risk, IT Audit, Information Security..., SOX, Operational Risk..., Sarbanes-Oxley Act, RCSA, IT Risk Management, Risk Assessment, Compliance Testing, Information Technology, Information Security, Risk Management, Internal Audit, Governance, SAS70, Internal Controls, IT Management, Enterprise Risk..., Operational Risk, Business Continuity, Enterprise Architecture, Sarbanes-Oxley, ISO 27001, COBIT
Education
Stony Brook University 1988 — 1993
BS, Applied Mathematics
Lynbrook High School 1984 — 1988
PwC September 2015 - Present
Morgan Stanley January 2011 - September 2015
Bank of America September 2009 - January 2011
PwC May 2008 - June 2009
Merrill Lynch March 2007 - May 2008
PricewaterhouseCoopers September 1996 - March 2007
The NPD Group September 1995 - September 1996
ACNielsen June 1993 - September 1995
Skills
IT Risk, IT Audit, Information Security..., SOX, Operational Risk..., Sarbanes-Oxley Act, RCSA, IT Risk Management, Risk Assessment, Compliance Testing, Information Technology, Information Security, Risk Management, Internal Audit, Governance, SAS70, Internal Controls, IT Management, Enterprise Risk..., Operational Risk, Business Continuity, Enterprise Architecture, Sarbanes-Oxley, ISO 27001, COBIT
Education
Stony Brook University 1988 — 1993
BS, Applied Mathematics
Lynbrook High School 1984 — 1988
David Gratz David Gratz's Morgan Stanley Experience 2007 - 2008
Job Director Capital Markets Origination at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey 2015 - Present
Lloyds Bank 2010 - 2015
ANZ Investment Bank 2009 - 2010
Morgan Stanley 2007 - 2008
Wachovia Bank 1999 - 2007
Standard Chartered Bank 1996 - 1998
AIG 1994 - 1996
Skills
FX Options, Capital Markets, Hedging, Derivatives, Interest Rate..., Foreign Exchange, Swaps, Commodity, Hedge Funds, Corporate Finance, Risk Management, Credit Risk, Asset Management, Financial Markets, Banking, Financial Risk
Education
Syracuse University 1991 — 1993
B.S.
SunTrust Robinson Humphrey 2015 - Present
Lloyds Bank 2010 - 2015
ANZ Investment Bank 2009 - 2010
Morgan Stanley 2007 - 2008
Wachovia Bank 1999 - 2007
Standard Chartered Bank 1996 - 1998
AIG 1994 - 1996
Skills
FX Options, Capital Markets, Hedging, Derivatives, Interest Rate..., Foreign Exchange, Swaps, Commodity, Hedge Funds, Corporate Finance, Risk Management, Credit Risk, Asset Management, Financial Markets, Banking, Financial Risk
Education
Syracuse University 1991 — 1993
B.S.
Daniel Murphy II Daniel Murphy II's Morgan Stanley Experience June 2001 - May 2003
Job Lucky Leaf Media
Industry Internet
Experience
Lucky Leaf Media 2012 - Present
Visual Communications December 2010 - July 2012
MarketingScoop, LLC November 2009 - December 2010
International Micro Systems February 2008 - October 2009
International Micro Systems May 2003 - February 2008
Morgan Stanley June 2001 - May 2003
Skills
Project Management, Customer Service, Management, Microsoft Office, Sales, Social Media Marketing, CRM, Retail, Email Marketing, Leadership, Graphic Design, Time Management, Online Advertising, Marketing, Training, Marketing Strategy, SEO, Security, Marketing Communications, Advertising
Education
Strayer University 2004 — 2008
Bachelor of Business Administration, Concentration in Management. Other courses: Economics, Finance, Accounting, Ethics, Marketing.
Pennsylvania Insitute of Technology 1999 — 2001
Associate in Applied Science - Computer Software and Information Technology
Lucky Leaf Media 2012 - Present
Visual Communications December 2010 - July 2012
MarketingScoop, LLC November 2009 - December 2010
International Micro Systems February 2008 - October 2009
International Micro Systems May 2003 - February 2008
Morgan Stanley June 2001 - May 2003
Skills
Project Management, Customer Service, Management, Microsoft Office, Sales, Social Media Marketing, CRM, Retail, Email Marketing, Leadership, Graphic Design, Time Management, Online Advertising, Marketing, Training, Marketing Strategy, SEO, Security, Marketing Communications, Advertising
Education
Strayer University 2004 — 2008
Bachelor of Business Administration, Concentration in Management. Other courses: Economics, Finance, Accounting, Ethics, Marketing.
Pennsylvania Insitute of Technology 1999 — 2001
Associate in Applied Science - Computer Software and Information Technology
William Bentley William Bentley's Morgan Stanley Experience January 2003 - August 2010
Job Founding Partner at Bentley Law Group, LLC
Industry Law Practice
Experience
Bentley Law Group, LLC November 2014 - Present
Beantown Bombers August 2012 - Present
Diane Neumann Mediation 2012 - Present
Baker Law Group September 2013 - May 2014
Keefe Disability Law January 2013 - October 2013
Citizens Bank August 2011 - August 2012
Morgan Stanley January 2003 - August 2010
Skills
Mediation, Financial Analysis, Financial Modeling, Valuation, Due Diligence, Financial Reporting, Real Estate Economics, Accounting, Real Estate, Business Development, Sales Process, Contract Negotiation
Education
Suffolk Law School 2010 — 2014
Juris Doctor (J.D.)
University of Oklahoma 1998 — 2003
Bachelor of Business Administration (BBA), Business/Commerce, General
Hillcrest 1994 — 1998
Bentley Law Group, LLC November 2014 - Present
Beantown Bombers August 2012 - Present
Diane Neumann Mediation 2012 - Present
Baker Law Group September 2013 - May 2014
Keefe Disability Law January 2013 - October 2013
Citizens Bank August 2011 - August 2012
Morgan Stanley January 2003 - August 2010
Skills
Mediation, Financial Analysis, Financial Modeling, Valuation, Due Diligence, Financial Reporting, Real Estate Economics, Accounting, Real Estate, Business Development, Sales Process, Contract Negotiation
Education
Suffolk Law School 2010 — 2014
Juris Doctor (J.D.)
University of Oklahoma 1998 — 2003
Bachelor of Business Administration (BBA), Business/Commerce, General
Hillcrest 1994 — 1998
Erin Korte Erin Korte's Morgan Stanley Experience September 2009 - Present
Job Director, Investment Banking Campus Recruiting at Morgan Stanley
Industry Human Resources
Experience
Morgan Stanley September 2009 - Present
Morgan Stanley January 2014 - December 2014
Morgan Stanley September 2013 - January 2014
Morgan Stanley March 2013 - August 2013
Morgan Stanley January 2012 - March 2013
Morgan Stanley March 2011 - March 2013
Morgan Stanley November 2010 - March 2011
Morgan Stanley September 2009 - November 2010
Spire June 2008 - September 2009
Empire Housing & Development August 2008 - December 2008
Skills
Recruiting, Human Resources, System Administration, Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Marketing, Microsoft Word, Sales, Project Management
Education
Syracuse University 2005 — 2009
Bachelor of Arts, Political Science, Policy Studies
Morgan Stanley September 2009 - Present
Morgan Stanley January 2014 - December 2014
Morgan Stanley September 2013 - January 2014
Morgan Stanley March 2013 - August 2013
Morgan Stanley January 2012 - March 2013
Morgan Stanley March 2011 - March 2013
Morgan Stanley November 2010 - March 2011
Morgan Stanley September 2009 - November 2010
Spire June 2008 - September 2009
Empire Housing & Development August 2008 - December 2008
Skills
Recruiting, Human Resources, System Administration, Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Marketing, Microsoft Word, Sales, Project Management
Education
Syracuse University 2005 — 2009
Bachelor of Arts, Political Science, Policy Studies
Richard Brunner Richard Brunner's Morgan Stanley Experience 1999 - 2006
Job Diversified Financial Professional
Industry Financial Services
Experience
Barclays Wealth and Investment Management 2015 - Present
Bank of New York Mellon 2006 - 2014
Morgan Stanley 1999 - 2006
JPMorgan Chase 1993 - 1999
Skills
Investments, Equities, Fixed Income, Mutual Funds, Alternative Investments, Risk Management, Investment Strategies, Asset Allocation, Asset Managment, Financial Advisory, Financial Services, Relationship Management, Client Service Oriented, Finance, Wealth Management, Client Services, Asset Management, Capital Markets
Education
State University of New York Institute of Technology at Utica/Rome
BS, Management and Finance
Barclays Wealth and Investment Management 2015 - Present
Bank of New York Mellon 2006 - 2014
Morgan Stanley 1999 - 2006
JPMorgan Chase 1993 - 1999
Skills
Investments, Equities, Fixed Income, Mutual Funds, Alternative Investments, Risk Management, Investment Strategies, Asset Allocation, Asset Managment, Financial Advisory, Financial Services, Relationship Management, Client Service Oriented, Finance, Wealth Management, Client Services, Asset Management, Capital Markets
Education
State University of New York Institute of Technology at Utica/Rome
BS, Management and Finance
Beatriz Cardona-Adams's Morgan Stanley Experience February 2001 - October 2002
Job Director UBS International
Industry Financial Services
Experience
UBS International May 2015 - Present
Merrill Lynch October 2013 - April 2015
Merrill Lynch March 2012 - September 2013
Merrill Lynch October 2002 - February 2012
Morgan Stanley February 2001 - October 2002
Skills
Series 9 & 10 Licensed, Series 7 Licensed, Series 66 Licensed, Mutual Funds, Alternative Investments, Wealth Management..., Asset Allocation, Retirement Planning, Securities, Series 7, Wealth Management, Uniform Combined State..., FINRA, Investment Advisory, Investment Strategies, Series 63, ETFs, Separately Managed..., Investments
Education
Sullivan University
Master of Business Administration (MBA), Business Administration and Management, General
Texas A&M
Bachelor's degree
UBS International May 2015 - Present
Merrill Lynch October 2013 - April 2015
Merrill Lynch March 2012 - September 2013
Merrill Lynch October 2002 - February 2012
Morgan Stanley February 2001 - October 2002
Skills
Series 9 & 10 Licensed, Series 7 Licensed, Series 66 Licensed, Mutual Funds, Alternative Investments, Wealth Management..., Asset Allocation, Retirement Planning, Securities, Series 7, Wealth Management, Uniform Combined State..., FINRA, Investment Advisory, Investment Strategies, Series 63, ETFs, Separately Managed..., Investments
Education
Sullivan University
Master of Business Administration (MBA), Business Administration and Management, General
Texas A&M
Bachelor's degree
Richard Turcotte Richard Turcotte's Morgan Stanley Experience 2002 - 2003
Job Writer
Industry Writing and Editing
Experience
Transportation Advisory Committee 2010 - Present
Self-employed 2004 - Present
Bowes Real Estate 2003 - 2004
Morgan Stanley 2002 - 2003
Morgan Stanley Dean Witter 1998 - 2002
New York Life Insurance Company 1996 - 1997
TRW/Nations/Fidelity Title 1993 - 1996
Closings, Ltd. 1992 - 1993
ChildProof of New England 1991 - 1992
CDM Group 1990 - 1991
Education
Suffolk Law School
Doctor of Law (J.D.)
Western New England College
Bachelor of Arts (B.A.), Political Science
Transportation Advisory Committee 2010 - Present
Self-employed 2004 - Present
Bowes Real Estate 2003 - 2004
Morgan Stanley 2002 - 2003
Morgan Stanley Dean Witter 1998 - 2002
New York Life Insurance Company 1996 - 1997
TRW/Nations/Fidelity Title 1993 - 1996
Closings, Ltd. 1992 - 1993
ChildProof of New England 1991 - 1992
CDM Group 1990 - 1991
Education
Suffolk Law School
Doctor of Law (J.D.)
Western New England College
Bachelor of Arts (B.A.), Political Science
Anthony (AJ) Lombard, CTP's Morgan Stanley Experience 2004 - 2013
Job Foreign Exchange (FX) at BBVA Compass
Industry Financial Services
Experience
BBVA Compass 2013 - Present
QH, LLC 2010 - Present
Morgan Stanley 2004 - 2013
Education
New York University, Stern School of Business
Master of Business Administration (M.B.A.), Business Law and Finance
Syracuse University
Bachelor of Science (BS), Public Relations, Finance
BBVA Compass 2013 - Present
QH, LLC 2010 - Present
Morgan Stanley 2004 - 2013
Education
New York University, Stern School of Business
Master of Business Administration (M.B.A.), Business Law and Finance
Syracuse University
Bachelor of Science (BS), Public Relations, Finance
Shagufah (Shay) Nazaar Shagufah (Shay) Nazaar's Morgan Stanley Experience October 2007 - August 2008
Job Vice President at Barclays Capital
Industry Investment Banking
Experience
Barclays Capital May 2012 - Present
Barclays Capital September 2008 - May 2012
Morgan Stanley October 2007 - August 2008
DealerTrack 2006 - 2007
KeySpan September 2006 - December 2006
New York State Insurance Department June 2006 - September 2006
JP Morgan Chase June 2005 - August 2005
Skills
Commodity, Credit Derivatives, Equity Derivatives, Prime Brokerage, Hedge Funds, Capital Markets, Fixed Income, ISDA, Legal Writing, Foreign Exchange, Futures, Series 7, Series 63, Trading, Due Diligence, Private Equity
Education
Touro College Jacob D. Fuchsberg Law Center 2004 — 2007
Juris Doctorate, Law
State University of New York at Stony Brook 1999 — 2003
B.A., Political Science, Pre-Med
Barclays Capital May 2012 - Present
Barclays Capital September 2008 - May 2012
Morgan Stanley October 2007 - August 2008
DealerTrack 2006 - 2007
KeySpan September 2006 - December 2006
New York State Insurance Department June 2006 - September 2006
JP Morgan Chase June 2005 - August 2005
Skills
Commodity, Credit Derivatives, Equity Derivatives, Prime Brokerage, Hedge Funds, Capital Markets, Fixed Income, ISDA, Legal Writing, Foreign Exchange, Futures, Series 7, Series 63, Trading, Due Diligence, Private Equity
Education
Touro College Jacob D. Fuchsberg Law Center 2004 — 2007
Juris Doctorate, Law
State University of New York at Stony Brook 1999 — 2003
B.A., Political Science, Pre-Med
Siddhesh Shirsat Siddhesh Shirsat's Morgan Stanley Experience February 2014 - August 2014
Job Software Development Engineer at Amazon
Industry Computer Software
Experience
Amazon September 2014 - Present
Morgan Stanley February 2014 - August 2014
Microsoft June 2013 - August 2013
Cisco Systems October 2009 - June 2012
Skills
Core Java, Shell Scripting, Java Enterprise Edition, Sun Certified Java..., CCNA, Java 2 Microedition, Solving programming..., C, C++, Spring, Hibernate 3.1, JAXB, JSON
Education
State University of New York at Stony Brook 2012 — 2013
Master's Degree, Computer Science, 3.87 out of 4.0
V.J.T.I. 2005 — 2009
B. Tech., Computer Engineering, 9.0 out of 10
Amazon September 2014 - Present
Morgan Stanley February 2014 - August 2014
Microsoft June 2013 - August 2013
Cisco Systems October 2009 - June 2012
Skills
Core Java, Shell Scripting, Java Enterprise Edition, Sun Certified Java..., CCNA, Java 2 Microedition, Solving programming..., C, C++, Spring, Hibernate 3.1, JAXB, JSON
Education
State University of New York at Stony Brook 2012 — 2013
Master's Degree, Computer Science, 3.87 out of 4.0
V.J.T.I. 2005 — 2009
B. Tech., Computer Engineering, 9.0 out of 10
Chris Noah Chris Noah's Morgan Stanley Experience February 2014 - December 2014
Job Integrated marketing, advertising and branding leader for hire Full time or freelance
Industry Marketing and Advertising
Experience
Morgan Stanley February 2014 - December 2014
BBDO NY 2005 - February 2014
Y&R Brands - Brand Buzz June 2004 - July 2005
Y&R Advertising August 2002 - June 2004
Havas Worldwide March 1999 - July 2002
Doremus 1998 - 1999
Ketchum Advertising 1997 - 1998
Ogilvy & Mather Advertising 1995 - 1997
Skills
Integrated Marketing, Brand Management, Brand Development, Advertising, Marketing, Interactive Advertising, Digital Strategy, Digital Marketing, Interactive Marketing, Marketing Communications, CRM, Customer Insight, Creative Strategy, Strategy, Creative Direction, B2B, Management, Relationship Marketing, Sponsorship, Corporate Branding, Marketing Strategy
Education
Susquehanna University 1985 — 1988
BA, English
Seton LaSalle 1980 — 1984
HS
Morgan Stanley February 2014 - December 2014
BBDO NY 2005 - February 2014
Y&R Brands - Brand Buzz June 2004 - July 2005
Y&R Advertising August 2002 - June 2004
Havas Worldwide March 1999 - July 2002
Doremus 1998 - 1999
Ketchum Advertising 1997 - 1998
Ogilvy & Mather Advertising 1995 - 1997
Skills
Integrated Marketing, Brand Management, Brand Development, Advertising, Marketing, Interactive Advertising, Digital Strategy, Digital Marketing, Interactive Marketing, Marketing Communications, CRM, Customer Insight, Creative Strategy, Strategy, Creative Direction, B2B, Management, Relationship Marketing, Sponsorship, Corporate Branding, Marketing Strategy
Education
Susquehanna University 1985 — 1988
BA, English
Seton LaSalle 1980 — 1984
HS
Alexis Rascio's Morgan Stanley Experience 2008 - 2009
Job Real Estate Professional
Industry Real Estate
Experience
Douglas Elliman Real Estate June 2009 - Present
Morgan Stanley 2008 - 2009
Goldman Sachs June 2000 - July 2008
Skills
Real Estate, Market Planning, Investment Properties, Financial Statement..., Real Estate Transactions, Microsoft Excel, Property Negotiations, Leases, Condos, Sellers, Rentals, Buyers, Listings, Buyer Representation, Negotiation, Marketing, Home Staging, Referrals, Relocation, First Time Home Buyers, Luxury, Property, Investors, Apartments, Brokerage, Selling, Sales, Management
Education
Syracuse University 1996 — 2000
Bachelor of Science (BS), Finance, Spanish
Instituto Internacional de Madrid, Espana 1999 — 1999
Spanish Language and Literature
Hunterdon Central High School 1992 — 1996
Douglas Elliman Real Estate June 2009 - Present
Morgan Stanley 2008 - 2009
Goldman Sachs June 2000 - July 2008
Skills
Real Estate, Market Planning, Investment Properties, Financial Statement..., Real Estate Transactions, Microsoft Excel, Property Negotiations, Leases, Condos, Sellers, Rentals, Buyers, Listings, Buyer Representation, Negotiation, Marketing, Home Staging, Referrals, Relocation, First Time Home Buyers, Luxury, Property, Investors, Apartments, Brokerage, Selling, Sales, Management
Education
Syracuse University 1996 — 2000
Bachelor of Science (BS), Finance, Spanish
Instituto Internacional de Madrid, Espana 1999 — 1999
Spanish Language and Literature
Hunterdon Central High School 1992 — 1996
Tom Kay Tom Kay's Morgan Stanley Experience June 2002 - January 2005
Job Account Manager at EMC
Industry Information Technology and Services
Experience
EMC July 2014 - Present
SEI Investments May 2011 - April 2014
SEI May 2008 - May 2011
Smith Barney January 2005 - May 2008
Morgan Stanley June 2002 - January 2005
Skills
Investment Management, Wealth Management, Investment Strategies, Finance, Business Development, Portfolio Management, Professional Services, Strategy, Account Management, Leadership, Management, Solution Selling
Education
Susquehanna University 1998 — 2002
BS, Business Administration
Shawnee High School
EMC July 2014 - Present
SEI Investments May 2011 - April 2014
SEI May 2008 - May 2011
Smith Barney January 2005 - May 2008
Morgan Stanley June 2002 - January 2005
Skills
Investment Management, Wealth Management, Investment Strategies, Finance, Business Development, Portfolio Management, Professional Services, Strategy, Account Management, Leadership, Management, Solution Selling
Education
Susquehanna University 1998 — 2002
BS, Business Administration
Shawnee High School
Devin Dadigan Devin Dadigan's Morgan Stanley Experience June 2010 - December 2011
Job Sr. Analyst, Treasury at MasterCard
Industry Financial Services
Experience
MasterCard September 2015 - Present
NBCUniversal, Inc. February 2015 - September 2015
Deutsche Bank December 2011 - January 2015
Morgan Stanley June 2010 - December 2011
British Basketball Association June 2009 - June 2010
Restoration Partners Merchant Bank January 2009 - April 2009
Entrepreneurship Empowerment in South Africa (EESA) June 2008 - August 2008
Comprehensive Financial Associates May 2008 - June 2008
Corporate University Xchange June 2007 - August 2007
Skills
Entrepreneurship, Equities, Commodities, Due Diligence, Funding, Fixed Income, Commercial Paper, US Treasuries, Commodity, Derivatives, Valuation, Portfolio Management, Financial Modeling, Finance, Bloomberg, Competitive Analysis, Corporate Finance, Investments
Education
Syracuse University 2006 — 2010
B.S., Finance, Economics, Entrepreneurship
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
B.S., Finance, Entrepreneurship
Syracuse University - Maxwell School of Citizenship and Public Affairs 2006 — 2010
Bachelor of Arts, Economics
The Harrisburg Academy 2001 — 2006
High School
MasterCard September 2015 - Present
NBCUniversal, Inc. February 2015 - September 2015
Deutsche Bank December 2011 - January 2015
Morgan Stanley June 2010 - December 2011
British Basketball Association June 2009 - June 2010
Restoration Partners Merchant Bank January 2009 - April 2009
Entrepreneurship Empowerment in South Africa (EESA) June 2008 - August 2008
Comprehensive Financial Associates May 2008 - June 2008
Corporate University Xchange June 2007 - August 2007
Skills
Entrepreneurship, Equities, Commodities, Due Diligence, Funding, Fixed Income, Commercial Paper, US Treasuries, Commodity, Derivatives, Valuation, Portfolio Management, Financial Modeling, Finance, Bloomberg, Competitive Analysis, Corporate Finance, Investments
Education
Syracuse University 2006 — 2010
B.S., Finance, Economics, Entrepreneurship
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
B.S., Finance, Entrepreneurship
Syracuse University - Maxwell School of Citizenship and Public Affairs 2006 — 2010
Bachelor of Arts, Economics
The Harrisburg Academy 2001 — 2006
High School
Lang Reynolds Lang Reynolds's Morgan Stanley Experience 2012 - 2013
Job Commercial Associate Distributed Energy Resources at Duke Energy
Industry Utilities
Experience
Duke Energy Corporation July 2015 - Present
ClearCreek Partners January 2015 - June 2015
CU Leeds MBA Finance Club March 2014 - May 2015
Leeds School of Business - University of Colorado, Boulder August 2013 - May 2015
National Renewable Energy Laboratory August 2014 - January 2015
Duke Energy Corporation June 2014 - August 2014
Superior Ecotech 2014 - 2014
CU Cleantech September 2013 - December 2013
Morgan Stanley 2012 - 2013
Hagens Berman Cycling Team January 2008 - December 2012
Skills
Uniform Combined State..., Series 7, Valuation, Financial Modeling, Life & Health Insurance..., Statistics, Series 66, Equities, Options, Fixed Income, Energy, Economics, Renewable Energy, Market Research
Education
University of Colorado Boulder 2013 — 2015
Master of Business Administration (MBA), Finance
Stanford University
Professional Certificate, Energy Innovation and Emerging Technologies
Swarthmore College 2001 — 2005
B.A, Biology
Duke Energy Corporation July 2015 - Present
ClearCreek Partners January 2015 - June 2015
CU Leeds MBA Finance Club March 2014 - May 2015
Leeds School of Business - University of Colorado, Boulder August 2013 - May 2015
National Renewable Energy Laboratory August 2014 - January 2015
Duke Energy Corporation June 2014 - August 2014
Superior Ecotech 2014 - 2014
CU Cleantech September 2013 - December 2013
Morgan Stanley 2012 - 2013
Hagens Berman Cycling Team January 2008 - December 2012
Skills
Uniform Combined State..., Series 7, Valuation, Financial Modeling, Life & Health Insurance..., Statistics, Series 66, Equities, Options, Fixed Income, Energy, Economics, Renewable Energy, Market Research
Education
University of Colorado Boulder 2013 — 2015
Master of Business Administration (MBA), Finance
Stanford University
Professional Certificate, Energy Innovation and Emerging Technologies
Swarthmore College 2001 — 2005
B.A, Biology
Alex Freund Alex Freund's Morgan Stanley Experience 2006 - 2009
Job Executive Assistant at Converse
Industry Market Research
Experience
Converse September 2014 - Present
Nickerson PR August 2014 - September 2014
Nickerson PR November 2013 - August 2014
Vertex Pharmaceuticals October 2012 - October 2013
Vertex Pharmaceuticals March 2010 - October 2012
American Cancer Society 2010 - 2010
Market America, Inc. 2008 - 2009
Morgan Stanley 2006 - 2009
Mare Restaurant 2007 - 2007
Skills
Social Media, Microsoft Office, Outlook, Lotus Notes, Adobe Creative Suite, Apple Software, Time Management, Stress Management, Career Management, Decision Making, Strategic Thinking, Managing Upward, Goal Setting
Education
Suffolk University 2006 — 2009
Bachelor of Science (BS), Advertising and Marketing
Converse September 2014 - Present
Nickerson PR August 2014 - September 2014
Nickerson PR November 2013 - August 2014
Vertex Pharmaceuticals October 2012 - October 2013
Vertex Pharmaceuticals March 2010 - October 2012
American Cancer Society 2010 - 2010
Market America, Inc. 2008 - 2009
Morgan Stanley 2006 - 2009
Mare Restaurant 2007 - 2007
Skills
Social Media, Microsoft Office, Outlook, Lotus Notes, Adobe Creative Suite, Apple Software, Time Management, Stress Management, Career Management, Decision Making, Strategic Thinking, Managing Upward, Goal Setting
Education
Suffolk University 2006 — 2009
Bachelor of Science (BS), Advertising and Marketing
Elizabeth McQuade Elizabeth McQuade's Morgan Stanley Experience September 2015 - Present
Job FInancial Advisor Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2015 - Present
Skills
Marketing, Management, Strategic Planning, Leadership, Sales, Investments, Customer Service, Financial Analysis, Negotiation, Team Building, Banking, Team Leadership, Marketing Strategy, Microsoft Excel, Business Strategy, Mutual Funds, B2B, Series 7, Series 66
Education
Suffolk University - Sawyer Business School 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of New Hampshire
BA, Psychology
Morgan Stanley September 2015 - Present
Skills
Marketing, Management, Strategic Planning, Leadership, Sales, Investments, Customer Service, Financial Analysis, Negotiation, Team Building, Banking, Team Leadership, Marketing Strategy, Microsoft Excel, Business Strategy, Mutual Funds, B2B, Series 7, Series 66
Education
Suffolk University - Sawyer Business School 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of New Hampshire
BA, Psychology
Monica Miglani Monica Miglani's Morgan Stanley Experience July 2010 - January 2011
Job Senior Associate at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company March 2014 - Present
MMC Systems July 2013 - March 2014
Cantor Fitzgerald May 2011 - July 2013
Credit Suisse February 2011 - April 2011
Morgan Stanley July 2010 - January 2011
Equity Trading Capital August 2009 - January 2010
Skills
Equities, Talent Acquisition, Onboarding, Applicant Tracking..., Recruiting, Corporate Finance, Employee Relations, Oracle HR, HRIS, Private Equity, Fund Of Funds, Human Resources, Screening, Hedge Funds, Sourcing, Client Development, Client/server, Fixed Income, New Hire Orientations, Interviews, Human Capital, PeopleSoft, Talent Management, Java, Financial Institutions, International Relations, Technical Recruiting, Executive Search, Networking, Leadership, Deferred Compensation, College Recruiting
Education
Suffolk University 2005 — 2009
International Business and Marketing
New York Life Insurance Company March 2014 - Present
MMC Systems July 2013 - March 2014
Cantor Fitzgerald May 2011 - July 2013
Credit Suisse February 2011 - April 2011
Morgan Stanley July 2010 - January 2011
Equity Trading Capital August 2009 - January 2010
Skills
Equities, Talent Acquisition, Onboarding, Applicant Tracking..., Recruiting, Corporate Finance, Employee Relations, Oracle HR, HRIS, Private Equity, Fund Of Funds, Human Resources, Screening, Hedge Funds, Sourcing, Client Development, Client/server, Fixed Income, New Hire Orientations, Interviews, Human Capital, PeopleSoft, Talent Management, Java, Financial Institutions, International Relations, Technical Recruiting, Executive Search, Networking, Leadership, Deferred Compensation, College Recruiting
Education
Suffolk University 2005 — 2009
International Business and Marketing
Melissa Cerbone Melissa Cerbone's Morgan Stanley Experience October 2003 - Present
Job Associate at Morgan Stanley Global Stock Plan Unit
Industry Financial Services
Experience
Morgan Stanley October 2003 - Present
Education
Stony Brook University 1996 — 2000
B.S., Finance
Morgan Stanley October 2003 - Present
Education
Stony Brook University 1996 — 2000
B.S., Finance
Bianca N. Davis's Morgan Stanley Experience May 2010 - July 2010
Job Executive Assistant at Embassy of Brazil, Washington, D.C.
Industry Government Administration
Experience
Embassy of Brazil, Washington, D.C. April 2015 - Present
Private Families September 2012 - April 2015
Citi August 2011 - August 2012
BI&P - Banco Indusval & Partners July 2010 - July 2011
Morgan Stanley May 2010 - July 2010
Credit Suisse February 2008 - December 2009
Skills
English, Customer Service, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Bilingual: Fluent in..., Great skills in..., Ability to work in a..., Good communicator, Highly organized, Ability to solve..., Leadership skills, Ability to analyze..., Flexible, reliable and..., Analysis, Financial Analysis, Human Resources, Time Management, Public Speaking, Leadership, Communication, Management, Strategic Planning
Education
Strayer University 2014 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
Universidade Presbiteriana Mackenzie 2007 — 2011
Bachelor of Business Administration (BBA), International Business/Trade/Commerce
Embassy of Brazil, Washington, D.C. April 2015 - Present
Private Families September 2012 - April 2015
Citi August 2011 - August 2012
BI&P - Banco Indusval & Partners July 2010 - July 2011
Morgan Stanley May 2010 - July 2010
Credit Suisse February 2008 - December 2009
Skills
English, Customer Service, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Bilingual: Fluent in..., Great skills in..., Ability to work in a..., Good communicator, Highly organized, Ability to solve..., Leadership skills, Ability to analyze..., Flexible, reliable and..., Analysis, Financial Analysis, Human Resources, Time Management, Public Speaking, Leadership, Communication, Management, Strategic Planning
Education
Strayer University 2014 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
Universidade Presbiteriana Mackenzie 2007 — 2011
Bachelor of Business Administration (BBA), International Business/Trade/Commerce
Francesca Kennedy Francesca Kennedy's Morgan Stanley Experience June 2014 - Present
Job Operations Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Maryland General Assembly January 2014 - April 2014
Primerica August 2013 - December 2013
Enterprise Rent-A-Car May 2013 - August 2013
Gap Inc. June 2011 - April 2013
Skills
Retail, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Corporate Finance, Financial Accounting, Finance, Analysis, Training, Life Insurance, Equity Research, Database Design, Financial Statements
Education
Towson University 2010 — 2014
Bachelor of Science (BS), Finance, General, 3.671
Suffolk University 2010 — 2011
Bachelor of Science (BS), Finance, General, GPA: 3.8
Morgan Stanley June 2014 - Present
Maryland General Assembly January 2014 - April 2014
Primerica August 2013 - December 2013
Enterprise Rent-A-Car May 2013 - August 2013
Gap Inc. June 2011 - April 2013
Skills
Retail, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Corporate Finance, Financial Accounting, Finance, Analysis, Training, Life Insurance, Equity Research, Database Design, Financial Statements
Education
Towson University 2010 — 2014
Bachelor of Science (BS), Finance, General, 3.671
Suffolk University 2010 — 2011
Bachelor of Science (BS), Finance, General, GPA: 3.8
Dalila Everett's Morgan Stanley Experience September 2005 - June 2006
Job Business Analyst II at CSG International
Industry Information Technology and Services
Experience
IBM September 2010 - April 2014
Deloitte June 2009 - August 2010
SUNY Institute of Technology January 2007 - May 2010
MTV Networks via People Finders Plus July 2008 - August 2008
Morgan Stanley September 2005 - June 2006
Skills
Storage, Data Analysis, Analysis, Tape Storage, Storage Virtualization, Telecommunications, Customer Service, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Enterprise Storage, Technical Product Sales, Switches, Leadership, Program Management, TCP/IP, z/OS, Pre-sales, Student Financial Aid, Enterprise Software, Networking, System Administration, Basic SQL, Business Analysis
Education
State University of New York Institute of Technology at Utica/Rome 2006 — 2010
Bachelor's Degree, Telecommunications
Chelsea High School 2002 — 2006
High School, Cisco Networking
IBM September 2010 - April 2014
Deloitte June 2009 - August 2010
SUNY Institute of Technology January 2007 - May 2010
MTV Networks via People Finders Plus July 2008 - August 2008
Morgan Stanley September 2005 - June 2006
Skills
Storage, Data Analysis, Analysis, Tape Storage, Storage Virtualization, Telecommunications, Customer Service, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Enterprise Storage, Technical Product Sales, Switches, Leadership, Program Management, TCP/IP, z/OS, Pre-sales, Student Financial Aid, Enterprise Software, Networking, System Administration, Basic SQL, Business Analysis
Education
State University of New York Institute of Technology at Utica/Rome 2006 — 2010
Bachelor's Degree, Telecommunications
Chelsea High School 2002 — 2006
High School, Cisco Networking
Iris Lin's Morgan Stanley Experience June 2015 - Present
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
State Street April 2013 - June 2015
CVS Caremark Corporation October 2012 - April 2013
Mildred F. Sawyer Library September 2011 - December 2011
Skills
Microsoft Excel, Data Entry, Microsoft Office, Cash Management, Customer Service, Time Management, Public Speaking, Finance, Microsoft Word, PowerPoint, Social Media, Event Planning, Data Analysis, Research, Access, Teamwork
Education
University of Massachusetts Boston 2012 — 2015
Bachelor’s Degree, Finance and Economics
Suffolk University 2011 — 2012
Finance, General
North Quincy High School 2007 — 2011
High School
Morgan Stanley June 2015 - Present
State Street April 2013 - June 2015
CVS Caremark Corporation October 2012 - April 2013
Mildred F. Sawyer Library September 2011 - December 2011
Skills
Microsoft Excel, Data Entry, Microsoft Office, Cash Management, Customer Service, Time Management, Public Speaking, Finance, Microsoft Word, PowerPoint, Social Media, Event Planning, Data Analysis, Research, Access, Teamwork
Education
University of Massachusetts Boston 2012 — 2015
Bachelor’s Degree, Finance and Economics
Suffolk University 2011 — 2012
Finance, General
North Quincy High School 2007 — 2011
High School
Wenfei Liu Wenfei Liu's Morgan Stanley Experience January 2012 - October 2014
Job Director at Macquarie
Industry Investment Banking
Experience
Macquarie Group December 2014 - Present
Morgan Stanley January 2012 - October 2014
Morgan Stanley February 2008 - January 2012
Morgan Stanley June 2007 - August 2007
Skills
Fixed Income, CMBS, Financial Modeling, Valuation, Bloomberg, Equities, Derivatives, Capital Markets, Investment Banking, Quantitative Finance, Private Equity, Portfolio Management, Equity Derivatives, Structured Finance
Education
New York University, Stern School of Business 2012 — 2015
Master of Business Administration (MBA), Finance, Real Estate
State University of New York at Stony Brook 2005 — 2007
Master, Department of Mechanical Engineering
Tsinghua University 2001 — 2005
Bachelor, Department of Automation Engineering
Macquarie Group December 2014 - Present
Morgan Stanley January 2012 - October 2014
Morgan Stanley February 2008 - January 2012
Morgan Stanley June 2007 - August 2007
Skills
Fixed Income, CMBS, Financial Modeling, Valuation, Bloomberg, Equities, Derivatives, Capital Markets, Investment Banking, Quantitative Finance, Private Equity, Portfolio Management, Equity Derivatives, Structured Finance
Education
New York University, Stern School of Business 2012 — 2015
Master of Business Administration (MBA), Finance, Real Estate
State University of New York at Stony Brook 2005 — 2007
Master, Department of Mechanical Engineering
Tsinghua University 2001 — 2005
Bachelor, Department of Automation Engineering
Andrew Porzio Andrew Porzio's Morgan Stanley Experience May 2015 - Present
Job Student at Susquehanna University
Industry
Experience
Morgan Stanley May 2015 - Present
Oak Hill Academy June 2012 - Present
Skills
Microsoft Office, Social Media, Microsoft Excel, PowerPoint, Research
Education
Susquehanna University 2014 — 2018
Sports media
Red Bank Catholic High School 2010 — 2014
Morgan Stanley May 2015 - Present
Oak Hill Academy June 2012 - Present
Skills
Microsoft Office, Social Media, Microsoft Excel, PowerPoint, Research
Education
Susquehanna University 2014 — 2018
Sports media
Red Bank Catholic High School 2010 — 2014
Terence (Chen) TAO's Morgan Stanley Experience March 2014 - May 2014
Job Real Estate Development & Financing; Urban and Regional Planning; Venture Capital Investrment
Industry Real Estate
Experience
Hollywood International RC, a FiveChairs Hospitality Development Company November 2014 - Present
PlusYoou 普创 September 2013 - Present
Morgan Stanley March 2014 - May 2014
METRANS Transportation Center, University of Southern California & CalState Long Beach November 2012 - May 2014
Industrial and Commercial Bank of China May 2013 - July 2013
Guangdong Urban & Rural Planning and Design Institution(GURPDI) March 2012 - August 2012
Green Land Group Co., Ltd May 2011 - September 2011
Skills
Designs, Pro Forma Development, Financial Analysis, Data Analysis, Transportation Planning, Real Estate Development, Photoshop, PowerPoint, Microsoft Excel, SPSS, InDesign, SketchUp, 3D Studio Max, Feasibility Studies, ArcGIS, AutoCAD
Education
University of Southern California 2012 — 2014
Master's degree, Urban, Community and Regional Planning; Real Estate Financing, 3.7/4.0
Sun Yat-Sen University 2007 — 2012
Bachelor's degree, City/Urban, Community and Regional Planning
Hollywood International RC, a FiveChairs Hospitality Development Company November 2014 - Present
PlusYoou 普创 September 2013 - Present
Morgan Stanley March 2014 - May 2014
METRANS Transportation Center, University of Southern California & CalState Long Beach November 2012 - May 2014
Industrial and Commercial Bank of China May 2013 - July 2013
Guangdong Urban & Rural Planning and Design Institution(GURPDI) March 2012 - August 2012
Green Land Group Co., Ltd May 2011 - September 2011
Skills
Designs, Pro Forma Development, Financial Analysis, Data Analysis, Transportation Planning, Real Estate Development, Photoshop, PowerPoint, Microsoft Excel, SPSS, InDesign, SketchUp, 3D Studio Max, Feasibility Studies, ArcGIS, AutoCAD
Education
University of Southern California 2012 — 2014
Master's degree, Urban, Community and Regional Planning; Real Estate Financing, 3.7/4.0
Sun Yat-Sen University 2007 — 2012
Bachelor's degree, City/Urban, Community and Regional Planning
Steve Dini's Morgan Stanley Experience August 2013 - Present
Job Associate at Morgan Stanley
Industry Computer Software
Experience
Morgan Stanley August 2013 - Present
Swarthmore College Computer Science Department May 2010 - June 2013
Morgan Stanley May 2012 - August 2012
Swarthmore College Computer Science Department June 2011 - August 2011
Skills
C, C++, Java, Python, Flex, Visual Basic, ActionScript, Linux System..., Bash, Lisp (Scheme), MySQL, Git, LaTEX, Nagios, MRTG, Microsoft Access, Servers, Linux, Ruby on Rails, OS X, Programming
Education
Swarthmore College 2009 — 2013
Bachelor's degree, Computer Science and Mathematics
Wharton Business School 2011 — 2011
Corporate Finance
St Francis Xavier's College 2003 — 2008
GCSE 'A' Level, Mathematics, Physics, Chemistry, Further Mathematics and Computer Science
Morgan Stanley August 2013 - Present
Swarthmore College Computer Science Department May 2010 - June 2013
Morgan Stanley May 2012 - August 2012
Swarthmore College Computer Science Department June 2011 - August 2011
Skills
C, C++, Java, Python, Flex, Visual Basic, ActionScript, Linux System..., Bash, Lisp (Scheme), MySQL, Git, LaTEX, Nagios, MRTG, Microsoft Access, Servers, Linux, Ruby on Rails, OS X, Programming
Education
Swarthmore College 2009 — 2013
Bachelor's degree, Computer Science and Mathematics
Wharton Business School 2011 — 2011
Corporate Finance
St Francis Xavier's College 2003 — 2008
GCSE 'A' Level, Mathematics, Physics, Chemistry, Further Mathematics and Computer Science
Cheryl Gilberg's Morgan Stanley Experience March 2008 - April 2009
Job Global Head of Marketing & Communications, Securities Division at Goldman Sachs | Digital Marketing & Brand Strategist
Industry Financial Services
Experience
Goldman Sachs May 2010 - Present
Fox River Execution April 2009 - May 2010
Morgan Stanley March 2008 - April 2009
Citigroup January 2003 - March 2008
Lava Trading Inc. January 2003 - March 2008
SunGard BRASS August 2000 - January 2003
Capital Access International June 1998 - August 2000
CIS Inc & WearGuard 1991 - 1998
Skills
Marketing, Marketing Communications, Advertising, Corporate Events, Media Relations, Corporate Communications, Social Media, Branding & Identity, Content Development, Marketing Strategy, Digital Marketing, Social Media Marketing, Equities, Webmaster Services, Electronic Trading, Integrated Marketing, Financial Services, Thought Leadership, Digital Strategy, Sponsorship, Management, Strategy, Strategic Partnerships
Education
Syracuse University 1988 — 1991
B.S., summa cum laude, Advertising, Marketing
Goldman Sachs May 2010 - Present
Fox River Execution April 2009 - May 2010
Morgan Stanley March 2008 - April 2009
Citigroup January 2003 - March 2008
Lava Trading Inc. January 2003 - March 2008
SunGard BRASS August 2000 - January 2003
Capital Access International June 1998 - August 2000
CIS Inc & WearGuard 1991 - 1998
Skills
Marketing, Marketing Communications, Advertising, Corporate Events, Media Relations, Corporate Communications, Social Media, Branding & Identity, Content Development, Marketing Strategy, Digital Marketing, Social Media Marketing, Equities, Webmaster Services, Electronic Trading, Integrated Marketing, Financial Services, Thought Leadership, Digital Strategy, Sponsorship, Management, Strategy, Strategic Partnerships
Education
Syracuse University 1988 — 1991
B.S., summa cum laude, Advertising, Marketing
Michael Benitez Michael Benitez's Morgan Stanley Experience May 1998 - February 2004
Job Facilities/Production at Cornerstone Research
Industry Management Consulting
Experience
Cornerstone Research September 2007 - Present
Books Are Fun Readers Digest February 2006 - September 2007
FedEx Express June 2006 - November 2006
Morgan Stanley May 1998 - February 2004
Skills
Management, Warehousing, Customer Service, Operations Management, Finance, Strategic Planning, Analysis, Project Planning, Accounting, Financial Analysis, Microsoft Excel
Education
Sullivan County Community College
Business Administration and Management, General
Cornerstone Research September 2007 - Present
Books Are Fun Readers Digest February 2006 - September 2007
FedEx Express June 2006 - November 2006
Morgan Stanley May 1998 - February 2004
Skills
Management, Warehousing, Customer Service, Operations Management, Finance, Strategic Planning, Analysis, Project Planning, Accounting, Financial Analysis, Microsoft Excel
Education
Sullivan County Community College
Business Administration and Management, General
Vincent Alongi's Morgan Stanley Experience April 2006 - January 2008
Job Global Consumer FP&A at AIG
Industry Financial Services
Experience
AIG June 2015 - Present
BNP Paribas June 2014 - June 2015
The Depository Trust & Clearing Corporation March 2014 - June 2014
PineBridge Investments June 2013 - January 2014
MetLife October 2009 - June 2013
Credit Suisse February 2008 - December 2008
Morgan Stanley April 2006 - January 2008
Formerly Dresdner Kleinwort April 2001 - March 2006
CIBC World Markets March 2000 - February 2001
Merrill Lynch September 1998 - March 2000
Skills
Financial Analysis, Process Improvement, Forecasting, Budgeting, Cost Reduction, Financial Planning and..., Capitalization, WIP, Amortization, Change Management, Business Process..., Financial Risk, Management, Vendor Management, Budgets, Financial Reporting, Managerial Finance, Mergers, Outsourcing, Equities, Business Analysis, Risk Management, Strategy, Internal Controls, Finance, Analysis, Capital Markets, Accounting, Sarbanes-Oxley Act, Business Planning, Auditing, Investment Banking, Financial Modeling, Negotiation, Business Strategy, Variance Analysis, Project Management, Mergers, Banking, Financial Services
Education
University at Buffalo 1993 — 1995
Bachelor of Arts, Economics
Suffolk County Community College 1990 — 1993
AAS, Accounting
AIG June 2015 - Present
BNP Paribas June 2014 - June 2015
The Depository Trust & Clearing Corporation March 2014 - June 2014
PineBridge Investments June 2013 - January 2014
MetLife October 2009 - June 2013
Credit Suisse February 2008 - December 2008
Morgan Stanley April 2006 - January 2008
Formerly Dresdner Kleinwort April 2001 - March 2006
CIBC World Markets March 2000 - February 2001
Merrill Lynch September 1998 - March 2000
Skills
Financial Analysis, Process Improvement, Forecasting, Budgeting, Cost Reduction, Financial Planning and..., Capitalization, WIP, Amortization, Change Management, Business Process..., Financial Risk, Management, Vendor Management, Budgets, Financial Reporting, Managerial Finance, Mergers, Outsourcing, Equities, Business Analysis, Risk Management, Strategy, Internal Controls, Finance, Analysis, Capital Markets, Accounting, Sarbanes-Oxley Act, Business Planning, Auditing, Investment Banking, Financial Modeling, Negotiation, Business Strategy, Variance Analysis, Project Management, Mergers, Banking, Financial Services
Education
University at Buffalo 1993 — 1995
Bachelor of Arts, Economics
Suffolk County Community College 1990 — 1993
AAS, Accounting
Jessica Schnurr Jessica Schnurr's Morgan Stanley Experience March 2014 - Present
Job VP, Integrated Campaign Manager at Morgan Stanley
Industry Marketing and Advertising
Experience
Morgan Stanley March 2014 - Present
BBDO April 2010 - Present
Education
Susquehanna University 2001 — 2004
Bachelor Degree, Business Marketing
Morgan Stanley March 2014 - Present
BBDO April 2010 - Present
Education
Susquehanna University 2001 — 2004
Bachelor Degree, Business Marketing
Natalie Shaul's Morgan Stanley Experience June 2008 - 2012
Job Marketing Director at SpringBIG
Industry Marketing and Advertising
Experience
SpringBIG September 2014 - Present
LiveIntent, Inc. 2013 - 2014
Morgan Stanley June 2008 - 2012
Skills
Online Advertising, Digital Media, Digital Marketing, Facebook, Digital Strategy, Social Networking, Social Media Marketing, Analytics, Google Adwords, Google Analytics, SEO, SEM, Microsoft Excel
Education
Stony Brook University 2009 — 2013
Bachelor of Arts (B.A.), Business Administration and Management, General, 4.0
University of Pennsylvania - The Wharton School
Master's degree, Marketing
SpringBIG September 2014 - Present
LiveIntent, Inc. 2013 - 2014
Morgan Stanley June 2008 - 2012
Skills
Online Advertising, Digital Media, Digital Marketing, Facebook, Digital Strategy, Social Networking, Social Media Marketing, Analytics, Google Adwords, Google Analytics, SEO, SEM, Microsoft Excel
Education
Stony Brook University 2009 — 2013
Bachelor of Arts (B.A.), Business Administration and Management, General, 4.0
University of Pennsylvania - The Wharton School
Master's degree, Marketing
Amy Hauter's Morgan Stanley Experience February 2011 - September 2012
Job Fixed Income Portfolio Analyst at Brown Advisory
Industry Financial Services
Experience
Brown Advisory December 2013 - Present
Brown Advisory September 2012 - November 2013
Morgan Stanley February 2011 - September 2012
Skills
Bloomberg, Fixed Income, Portfolio Management, Trading
Education
Old Dominion University - College of Business and Public Administration 2004 — 2009
Finance, Finance, Accounting
Brown Advisory December 2013 - Present
Brown Advisory September 2012 - November 2013
Morgan Stanley February 2011 - September 2012
Skills
Bloomberg, Fixed Income, Portfolio Management, Trading
Education
Old Dominion University - College of Business and Public Administration 2004 — 2009
Finance, Finance, Accounting
Owen Gu Owen Gu's Morgan Stanley Experience June 1999 - August 2000
Job Life Insurance & Annuity Illustration Consultant at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company February 2012 - Present
Guardian Life August 2006 - May 2010
Nippon Life Benefits June 2005 - April 2006
AXA/MONY Life Insurance June 2001 - May 2005
Morgan Stanley June 1999 - August 2000
Skills
Actuarial Science, Life Insurance, Insurance, Miscrosoft Excel, Microsoft Access, VBA, Annuity Pricing, Microsoft SQL Server, Data Analysis, Error Analysis
Education
Stony Brook University 1998 — 2001
Bachelor of Applied Science (B.A.Sc.), Applied Mathematics & Statistics, Major GPA: 3.6/4.0; Overall GPA: 3.28/4.0
New York Life Insurance Company February 2012 - Present
Guardian Life August 2006 - May 2010
Nippon Life Benefits June 2005 - April 2006
AXA/MONY Life Insurance June 2001 - May 2005
Morgan Stanley June 1999 - August 2000
Skills
Actuarial Science, Life Insurance, Insurance, Miscrosoft Excel, Microsoft Access, VBA, Annuity Pricing, Microsoft SQL Server, Data Analysis, Error Analysis
Education
Stony Brook University 1998 — 2001
Bachelor of Applied Science (B.A.Sc.), Applied Mathematics & Statistics, Major GPA: 3.6/4.0; Overall GPA: 3.28/4.0
Jemalikai Taylor Jemalikai Taylor's Morgan Stanley Experience May 1999 - November 2002
Job College Aid Associate/Vision Financial Associate at College Aid Professionals of PA
Industry Financial Services
Experience
Globus Medical October 2014 - Present
College Aid Professionals of PA May 2008 - May 2014
S.E.I. Private Trust Co. September 2010 - February 2013
Sovereign Bank/Banco Santander August 2008 - August 2010
Sovereign Bank July 2005 - August 2010
Sovereign Bank March 2003 - August 2005
Morgan Stanley May 1999 - November 2002
Morgan Stanley May 1999 - November 2002
Skills
Bloomberg, Cash Management, AML, Securities, Mutual Funds, Treasury Management, Investments, Financial Analysis, Treasury, Financial Modeling, Financial Statement..., Deposits, Asset Managment, Financial Services, Finance, Retirement Planning, Bonds, Public Speaking, Asset Management, Microsoft Excel, Banking, Microsoft Office, Outlook
Education
Strayer University 2014 — 2018
Bachelor of Science, Economics
Queens College C.U.N.Y 1989 — 1995
Globus Medical October 2014 - Present
College Aid Professionals of PA May 2008 - May 2014
S.E.I. Private Trust Co. September 2010 - February 2013
Sovereign Bank/Banco Santander August 2008 - August 2010
Sovereign Bank July 2005 - August 2010
Sovereign Bank March 2003 - August 2005
Morgan Stanley May 1999 - November 2002
Morgan Stanley May 1999 - November 2002
Skills
Bloomberg, Cash Management, AML, Securities, Mutual Funds, Treasury Management, Investments, Financial Analysis, Treasury, Financial Modeling, Financial Statement..., Deposits, Asset Managment, Financial Services, Finance, Retirement Planning, Bonds, Public Speaking, Asset Management, Microsoft Excel, Banking, Microsoft Office, Outlook
Education
Strayer University 2014 — 2018
Bachelor of Science, Economics
Queens College C.U.N.Y 1989 — 1995
Christina Bergonzi Christina Bergonzi's Morgan Stanley Experience February 2007 - January 2008
Job Experienced Project Manager & Interior Designer Specializing in Corporate EndUser's
Industry Design
Experience
FCi - Furniture Consultants August 2010 - March 2011
EvensonBest LLC March 2008 - November 2008
Morgan Stanley February 2007 - January 2008
CIO Solutions Group January 2005 - January 2007
AT&T August 1998 - December 2004
Skills
Interior Architecture, Interior Design, Sketching, Rendering, Furniture, Space planning, Floor Plans, Construction, Sales, CAD, Finish, Submittals, Renovation
Education
Syracuse University 1990 — 1994
BFA, Interior Design
FCi - Furniture Consultants August 2010 - March 2011
EvensonBest LLC March 2008 - November 2008
Morgan Stanley February 2007 - January 2008
CIO Solutions Group January 2005 - January 2007
AT&T August 1998 - December 2004
Skills
Interior Architecture, Interior Design, Sketching, Rendering, Furniture, Space planning, Floor Plans, Construction, Sales, CAD, Finish, Submittals, Renovation
Education
Syracuse University 1990 — 1994
BFA, Interior Design
Victor Pelaez Victor Pelaez's Morgan Stanley Experience December 2013 - September 2015
Job Custody Middle Office Manager
Industry Financial Services
Experience
JPMorgan Chase & Co. September 2015 - Present
Morgan Stanley December 2013 - September 2015
Morgan Stanley January 2010 - December 2013
Morgan Stanley 2006 - 2009
Skills
Equities, Options, Hedge Funds, Securities, Microsoft Office, Prime Brokerage, Fixed Income, Account Reconciliation, Bloomberg, Equity Derivatives, Options Strategies, Onboarding, Corporate Finance, Superior Client Service, Futures, Omgeo Oasys, Spanish-speaking, MS Excel Pivot Tables, Account Management, Margin, Risk Management, Operational Risk, Manage Client..., Managed Futures, Interest Rate Swaps, CDS, Derivatives, Client Services
Education
Stony Brook University 2001 — 2006
Economics, Business Management
JPMorgan Chase & Co. September 2015 - Present
Morgan Stanley December 2013 - September 2015
Morgan Stanley January 2010 - December 2013
Morgan Stanley 2006 - 2009
Skills
Equities, Options, Hedge Funds, Securities, Microsoft Office, Prime Brokerage, Fixed Income, Account Reconciliation, Bloomberg, Equity Derivatives, Options Strategies, Onboarding, Corporate Finance, Superior Client Service, Futures, Omgeo Oasys, Spanish-speaking, MS Excel Pivot Tables, Account Management, Margin, Risk Management, Operational Risk, Manage Client..., Managed Futures, Interest Rate Swaps, CDS, Derivatives, Client Services
Education
Stony Brook University 2001 — 2006
Economics, Business Management
Candida Casey Candida Casey's Morgan Stanley Experience April 2013 - Present
Job Wealth Management at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley April 2013 - Present
William Blair 1996 - 2013
Merrill Lynch 1993 - 1996
Lehman Brothers 1988 - 1993
Montgomery Securities 1986 - 1988
Skills
Equities
Education
Thunderbird School of Global Management 1984 — 1986
MBA
Sweet Briar College
Bachelor’s Degree
Morgan Stanley April 2013 - Present
William Blair 1996 - 2013
Merrill Lynch 1993 - 1996
Lehman Brothers 1988 - 1993
Montgomery Securities 1986 - 1988
Skills
Equities
Education
Thunderbird School of Global Management 1984 — 1986
MBA
Sweet Briar College
Bachelor’s Degree
Nydia Montoya Nydia Montoya's Morgan Stanley Experience August 2005 - December 2005
Job Marketing Manager at Quantitative Management Associates LLC (QMA)
Industry Investment Management
Experience
Quantitative Management Associates LLC (QMA) July 2015 - Present
Quantitative Management Associates LLC November 2013 - Present
UBS January 2011 - November 2013
PineBridge Investments December 2007 - January 2011
IPSA International September 2007 - December 2007
Goldman Sachs December 2005 - May 2007
Morgan Stanley August 2005 - December 2005
International Teaching Center February 2003 - May 2003
Curtis, Mallet-Prevost, Colt & Mosle LLP August 2001 - February 2003
Stony Brook University January 1999 - August 2001
Education
Saint John's University 2003 — 2007
Juris Doctor
State University of New York at Stony Brook 1996 — 2000
Bachelor of Applied Science (B.A.Sc.), Biochemistry
State University of New York at Stony Brook 1996 — 2000
Bachelor of Arts (B.A.), Spanish Language and Literature
Quantitative Management Associates LLC (QMA) July 2015 - Present
Quantitative Management Associates LLC November 2013 - Present
UBS January 2011 - November 2013
PineBridge Investments December 2007 - January 2011
IPSA International September 2007 - December 2007
Goldman Sachs December 2005 - May 2007
Morgan Stanley August 2005 - December 2005
International Teaching Center February 2003 - May 2003
Curtis, Mallet-Prevost, Colt & Mosle LLP August 2001 - February 2003
Stony Brook University January 1999 - August 2001
Education
Saint John's University 2003 — 2007
Juris Doctor
State University of New York at Stony Brook 1996 — 2000
Bachelor of Applied Science (B.A.Sc.), Biochemistry
State University of New York at Stony Brook 1996 — 2000
Bachelor of Arts (B.A.), Spanish Language and Literature
Kofi Anguah Kofi Anguah's Morgan Stanley Experience March 2010 - April 2015
Job Global Strategist at Google
Industry Financial Services
Experience
Google April 2015 - Present
Morgan Stanley March 2010 - April 2015
Lucid IT, Inc May 2009 - March 2010
Swarthmore College Information Technology Services August 2008 - May 2009
Swarthmore College 2008 - 2009
Morgan Stanley 2008 - 2008
Swarthmore College Computing Society 2007 - 2008
Skills
Data Analysis, Research, Statistics, Microsoft Office, Stata, Microsoft Excel, Project Management, Matlab, SQL, Analysis, PowerPoint, Access, Python, Databases, Teamwork, Business Analysis, Java, Visio, HTML, Risk Management, System Administration, Programming, Unix, Program Management, Management
Education
Swarthmore College 2005 — 2009
Engineering and Economics, Engineering and Economics
SOS Hermann Gmeiner International College 2001 — 2005
Google April 2015 - Present
Morgan Stanley March 2010 - April 2015
Lucid IT, Inc May 2009 - March 2010
Swarthmore College Information Technology Services August 2008 - May 2009
Swarthmore College 2008 - 2009
Morgan Stanley 2008 - 2008
Swarthmore College Computing Society 2007 - 2008
Skills
Data Analysis, Research, Statistics, Microsoft Office, Stata, Microsoft Excel, Project Management, Matlab, SQL, Analysis, PowerPoint, Access, Python, Databases, Teamwork, Business Analysis, Java, Visio, HTML, Risk Management, System Administration, Programming, Unix, Program Management, Management
Education
Swarthmore College 2005 — 2009
Engineering and Economics, Engineering and Economics
SOS Hermann Gmeiner International College 2001 — 2005
Lionel Lauture Lionel Lauture's Morgan Stanley Experience August 1994 - March 2007
Job Head of Wholesaling and Field Training, Futurity First Insurance Group
Industry Financial Services
Experience
Futurity First Financial Group March 2009 - Present
SunAmerica March 2007 - November 2008
Morgan Stanley August 1994 - March 2007
Skills
Series 63, Series 7, Retirement Planning, Mutual Funds, Series 6, Wealth Management, Series 65, Insurance, Variable Annuities, Fixed Annuities, Financial Services, Retirement, Wholesale, wholesaler management, Strategic Financial..., Sales Process, Business Planning, Securities, Sales Management, ETFs, Financial Advisory, Long Term Care Insurance, Long-term Care, Whole Life, Management, Life Insurance, CRM, Strategy, 401k, Disability Insurance, Financial Planning, Portfolio Management, Term Life Insurance
Education
Stony Brook University 1984 — 1988
Futurity First Financial Group March 2009 - Present
SunAmerica March 2007 - November 2008
Morgan Stanley August 1994 - March 2007
Skills
Series 63, Series 7, Retirement Planning, Mutual Funds, Series 6, Wealth Management, Series 65, Insurance, Variable Annuities, Fixed Annuities, Financial Services, Retirement, Wholesale, wholesaler management, Strategic Financial..., Sales Process, Business Planning, Securities, Sales Management, ETFs, Financial Advisory, Long Term Care Insurance, Long-term Care, Whole Life, Management, Life Insurance, CRM, Strategy, 401k, Disability Insurance, Financial Planning, Portfolio Management, Term Life Insurance
Education
Stony Brook University 1984 — 1988
Purvil Patel Purvil Patel's Morgan Stanley Experience September 2006 - July 2008
Job Project Manager at Aria Systems Inc.
Industry Financial Services
Experience
Aria Systems January 2015 - August 2015
Sterling Backcheck September 2014 - January 2015
ION Trading February 2011 - September 2014
Pershing Managed account solutions July 2008 - October 2010
Lockwood Capital Management July 2008 - July 2009
Morgan Stanley September 2006 - July 2008
SEI Investments July 2005 - September 2006
Skills
Agile & Waterfall..., Agile Project Management, Software Project..., Project Management, SDLC, Equities, Business Analysis, Risk Management, Financial Analysis, Portfolio Management, Management, Trading, Finance, Financial Markets, Back Office, Fixed Income, Financial Services, Leadership, Trading Systems, Securities, FX Options, Derivatives, Strategy, Treasury, Business Requirements, Options, Mutual Funds, Swaps, Investments, FX trading, Relationship Management, Foreign Exchange, Client Services, User Acceptance Testing, Dodd-Frank, Banking, Series 63, Asset Managment, Series 7, SWIFT payments, Payments, Financial Risk, Middle Office, Equity Derivatives, Market Risk, Asset Allocation, Requirements Analysis, Analysis, Integration, Capital Markets
Education
Temple University - Fox School of Business and Management 2002 — 2005
Bachelor, Business Administration; Finance
Strayer University 2009 — 2012
Master of Business Administration (M.B.A.), Finance, General, 3.75
Aria Systems January 2015 - August 2015
Sterling Backcheck September 2014 - January 2015
ION Trading February 2011 - September 2014
Pershing Managed account solutions July 2008 - October 2010
Lockwood Capital Management July 2008 - July 2009
Morgan Stanley September 2006 - July 2008
SEI Investments July 2005 - September 2006
Skills
Agile & Waterfall..., Agile Project Management, Software Project..., Project Management, SDLC, Equities, Business Analysis, Risk Management, Financial Analysis, Portfolio Management, Management, Trading, Finance, Financial Markets, Back Office, Fixed Income, Financial Services, Leadership, Trading Systems, Securities, FX Options, Derivatives, Strategy, Treasury, Business Requirements, Options, Mutual Funds, Swaps, Investments, FX trading, Relationship Management, Foreign Exchange, Client Services, User Acceptance Testing, Dodd-Frank, Banking, Series 63, Asset Managment, Series 7, SWIFT payments, Payments, Financial Risk, Middle Office, Equity Derivatives, Market Risk, Asset Allocation, Requirements Analysis, Analysis, Integration, Capital Markets
Education
Temple University - Fox School of Business and Management 2002 — 2005
Bachelor, Business Administration; Finance
Strayer University 2009 — 2012
Master of Business Administration (M.B.A.), Finance, General, 3.75
Carter Wessman's Morgan Stanley Experience November 2013 - February 2015
Job
Industry
Experience
Morgan Stanley November 2013 - February 2015
Education
Suffolk University 2008 — 2013
Bachelor's Degree, Philosophy
Morgan Stanley November 2013 - February 2015
Education
Suffolk University 2008 — 2013
Bachelor's Degree, Philosophy
Anthony Bullett's Morgan Stanley Experience 1996 - 1997
Job Principal at DA Bullett Group
Industry Marketing and Advertising
Experience
DA Bullett Group 2014 - Present
SHANER OPERATING GROUP 2011 - Present
THE BULLETT GROUP 2004 - 2011
New Jersey Commission on Higher Education 2001 - 2004
New Jersey Division of the Ratepayer Advocate 2000 - 2001
New Jersey Office of Management and Budget 1997 - 2000
Morgan Stanley 1996 - 1997
STURDIVANT & COMPANY, INC 1992 - 1995
Skills
Non-profit..., Non-profits, Community Outreach, Public Speaking, Budgets, Event Management, Analysis, Strategic Planning, Press Releases, Nonprofits
Education
Leadership Huntingdon County 2010 — 2011
Diploma
Syracuse University
Master of Public Administration (MPA)
University of Pennsylvania-College of Arts and Sciences
Bachelor of Arts
Huntingdon Area High School
Diploma
On The Job Training
Certificate
Work Keys Gold
Certificate
DA Bullett Group 2014 - Present
SHANER OPERATING GROUP 2011 - Present
THE BULLETT GROUP 2004 - 2011
New Jersey Commission on Higher Education 2001 - 2004
New Jersey Division of the Ratepayer Advocate 2000 - 2001
New Jersey Office of Management and Budget 1997 - 2000
Morgan Stanley 1996 - 1997
STURDIVANT & COMPANY, INC 1992 - 1995
Skills
Non-profit..., Non-profits, Community Outreach, Public Speaking, Budgets, Event Management, Analysis, Strategic Planning, Press Releases, Nonprofits
Education
Leadership Huntingdon County 2010 — 2011
Diploma
Syracuse University
Master of Public Administration (MPA)
University of Pennsylvania-College of Arts and Sciences
Bachelor of Arts
Huntingdon Area High School
Diploma
On The Job Training
Certificate
Work Keys Gold
Certificate
Paul Patton's Morgan Stanley Experience June 2007 - July 2012
Job
Industry Financial Services
Experience
Citi September 2013 - Present
Debevoise & Plimpton July 2012 - August 2013
Morgan Stanley June 2007 - July 2012
American Express April 1998 - June 2007
NatWest Bancorp, Inc. March 1996 - June 1998
Citizens Bank June 1996 - March 1998
Mayer Brown June 1993 - May 1994
Federal Reserve Bank of New York September 1989 - April 1993
Skills
Corporate Governance, Securities, Mergers, Corporate Law, Private Equity, Due Diligence, Financial Services, Banking, Capital Markets, AML, Risk Management, Securities Regulation, Structured Finance, Privacy Law, Licensing, OFAC, Joint Ventures, Corporate Finance, Hedge Funds, Investments, Banking Law, Mergers & Acquisitions, Legal Assistance, Financial Regulation, Cross-border...
Education
University of Pennsylvania Law School 1986 — 1989
J.D., Law
Swarthmore College 1981 — 1985
B.A., English Literature and Political Science
Citi September 2013 - Present
Debevoise & Plimpton July 2012 - August 2013
Morgan Stanley June 2007 - July 2012
American Express April 1998 - June 2007
NatWest Bancorp, Inc. March 1996 - June 1998
Citizens Bank June 1996 - March 1998
Mayer Brown June 1993 - May 1994
Federal Reserve Bank of New York September 1989 - April 1993
Skills
Corporate Governance, Securities, Mergers, Corporate Law, Private Equity, Due Diligence, Financial Services, Banking, Capital Markets, AML, Risk Management, Securities Regulation, Structured Finance, Privacy Law, Licensing, OFAC, Joint Ventures, Corporate Finance, Hedge Funds, Investments, Banking Law, Mergers & Acquisitions, Legal Assistance, Financial Regulation, Cross-border...
Education
University of Pennsylvania Law School 1986 — 1989
J.D., Law
Swarthmore College 1981 — 1985
B.A., English Literature and Political Science
Ravi Malayambakkam's Morgan Stanley Experience May 2007 - February 2009
Job VP Technical Specialist at Citigroup
Industry Financial Services
Experience
Citigroup March 2009 - Present
Morgan Stanley May 2007 - February 2009
Morgan Stanley Prime Brokerage 2007 - 2009
Citigroup April 2003 - May 2007
Citi 2003 - 2007
Skills
Prime Brokerage, Fixed Income, Trading Systems, Equities, Derivatives, Securities Lending, Credit Derivatives, Capital Markets, Equity Trading, Agile Project Management, Equity Derivatives, Project Management, J2EE Application..., Electronic Trading, Financial Services, Sybase, Investment Banking, Middle Office, Hedge Funds, Options, Swaps, FX Options, Reference Data, Back Office, Java Enterprise Edition, Trading
Education
State University of New York at Stony Brook 2001 — 2002
Master of Science (MS), Computer Science
University of Madras 1997 — 2001
B.E., Computer Science
Citigroup March 2009 - Present
Morgan Stanley May 2007 - February 2009
Morgan Stanley Prime Brokerage 2007 - 2009
Citigroup April 2003 - May 2007
Citi 2003 - 2007
Skills
Prime Brokerage, Fixed Income, Trading Systems, Equities, Derivatives, Securities Lending, Credit Derivatives, Capital Markets, Equity Trading, Agile Project Management, Equity Derivatives, Project Management, J2EE Application..., Electronic Trading, Financial Services, Sybase, Investment Banking, Middle Office, Hedge Funds, Options, Swaps, FX Options, Reference Data, Back Office, Java Enterprise Edition, Trading
Education
State University of New York at Stony Brook 2001 — 2002
Master of Science (MS), Computer Science
University of Madras 1997 — 2001
B.E., Computer Science
Lionel Lauture's Morgan Stanley Experience 2003 - 2007
Job Director of Business Development at AIG
Industry Financial Services
Experience
AIG National Sales Manager Variable AnnuitiesMorgan Stanley Dean Witter2003 - 2007
Morgan Stanley 2003 - 2007
Education
Stony Brook University 1984 — 1988
AIG National Sales Manager Variable AnnuitiesMorgan Stanley Dean Witter2003 - 2007
Morgan Stanley 2003 - 2007
Education
Stony Brook University 1984 — 1988
SheeShee Sim's Morgan Stanley Experience 2013 - Present
Job VP at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley 2013 - Present
Morgan Stanley 2005 - 2013
Thomson Financial 1998 - 2005
Periphonics Inc. 1996 - 1997
Skills
Market Data, Perl, Reference Data, SDLC, Shell Scripting
Education
Francis Lewis High School
State University of New York at Stony Brook
Bachelor of Science
State University of New York at Stony Brook
Master of Science
Morgan Stanley 2013 - Present
Morgan Stanley 2005 - 2013
Thomson Financial 1998 - 2005
Periphonics Inc. 1996 - 1997
Skills
Market Data, Perl, Reference Data, SDLC, Shell Scripting
Education
Francis Lewis High School
State University of New York at Stony Brook
Bachelor of Science
State University of New York at Stony Brook
Master of Science
Robert Musraca's Morgan Stanley Experience June 2006 - September 2011
Job SQA Engineer @ ChyronHego
Industry Computer Software
Experience
ChyronHego September 2011 - Present
Morgan Stanley June 2006 - September 2011
JPMorgan Chase December 1998 - June 2006
Skills
Quality Assurance, Test Planning, Quality Center, SDLC, User Acceptance Testing, Software Quality..., QTP, Test Management, Agile Methodologies, Waterfall, Test Automation, Regression Testing, Requirements Analysis, Business Analysis, System Testing, Performance Testing, Software Project..., Trading Systems, SQL, Testing
Education
Computer Career Center 1998 — 2000
Microsoft Certification program
Stony Brook University
Suffolk County Community College 1993 — 1995
ChyronHego September 2011 - Present
Morgan Stanley June 2006 - September 2011
JPMorgan Chase December 1998 - June 2006
Skills
Quality Assurance, Test Planning, Quality Center, SDLC, User Acceptance Testing, Software Quality..., QTP, Test Management, Agile Methodologies, Waterfall, Test Automation, Regression Testing, Requirements Analysis, Business Analysis, System Testing, Performance Testing, Software Project..., Trading Systems, SQL, Testing
Education
Computer Career Center 1998 — 2000
Microsoft Certification program
Stony Brook University
Suffolk County Community College 1993 — 1995
Joan Dawn Cordell's Morgan Stanley Experience March 2011 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2011 - Present
Aramark: MIT Faculty Club 2007 - 2008
Seegel Lipshutz & Wilchins, LLP 2003 - 2007
Skills
Event Planning, Catering, Special Events, Conferences, Event Management, Executive Assistant
Education
Suffolk University 2001 — 2004
Bachelor's of Science, International Relations and Affairs
Suffolk University 2001 — 2004
Bachelor of Science (BS), International Relations and Affairs
Morgan Stanley March 2011 - Present
Aramark: MIT Faculty Club 2007 - 2008
Seegel Lipshutz & Wilchins, LLP 2003 - 2007
Skills
Event Planning, Catering, Special Events, Conferences, Event Management, Executive Assistant
Education
Suffolk University 2001 — 2004
Bachelor's of Science, International Relations and Affairs
Suffolk University 2001 — 2004
Bachelor of Science (BS), International Relations and Affairs
Tony Tsai's Morgan Stanley Experience January 2006 - December 2013
Job Director, Process Manager for Incident/Problem/Change Management IT at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2014 - Present
Morgan Stanley Wealth Management January 2014 - May 2014
Morgan Stanley January 2006 - December 2013
Morgan Stanley May 1999 - December 2005
J.P. Morgan January 1998 - May 1999
Prolifics July 1996 - January 1998
Skills
Trading Systems, Equities, Fixed Income, Sybase, Unix, Capital Markets, Investment Banking, Financial Services, SDLC, Management, Managed Services, Co-sourcing, Application Support, Change Management, Capacity Management, Risk Management, IT Audit, IT Infrastructure..., Vendor Management, Portfolio Management, Outage Management, Event Management, Knowledge Management, Knowledge Base, Problem Management, ITIL v3 Foundations..., Electronic Trading, Business Analysis
Education
Stony Brook University 1991 — 1996
Bachelor of Science (BS), Computer Science
TIAA-CREF June 2014 - Present
Morgan Stanley Wealth Management January 2014 - May 2014
Morgan Stanley January 2006 - December 2013
Morgan Stanley May 1999 - December 2005
J.P. Morgan January 1998 - May 1999
Prolifics July 1996 - January 1998
Skills
Trading Systems, Equities, Fixed Income, Sybase, Unix, Capital Markets, Investment Banking, Financial Services, SDLC, Management, Managed Services, Co-sourcing, Application Support, Change Management, Capacity Management, Risk Management, IT Audit, IT Infrastructure..., Vendor Management, Portfolio Management, Outage Management, Event Management, Knowledge Management, Knowledge Base, Problem Management, ITIL v3 Foundations..., Electronic Trading, Business Analysis
Education
Stony Brook University 1991 — 1996
Bachelor of Science (BS), Computer Science
Sardor Nazirov's Morgan Stanley Experience June 2010 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2010 - Present
Citi June 1999 - June 2010
Education
Stony Brook University 1997 — 1999
Bachelor of Science
Morgan Stanley June 2010 - Present
Citi June 1999 - June 2010
Education
Stony Brook University 1997 — 1999
Bachelor of Science
Greg Boozer's Morgan Stanley Experience July 2014 - Present
Job at
Industry Investment Banking
Experience
Morgan Stanley July 2014 - Present
Bank of America Merrill Lynch August 2004 - July 2014
ABN AMRO May 2001 - August 2004
ING Barings February 1996 - May 2001
S.G. Warburg & Co. Inc. May 1995 - February 1996
Lehman Brothers Inc. February 1994 - May 1995
Skills
Emerging Markets, Change Management, Investment Banking, Program Management, Fixed Income, Derivatives, Equity Derivatives, Equities, Securities, Middle Office, PMO, Prime Brokerage, Business Process..., Capital Markets
Education
Susquehanna University 1989 — 1993
BS, Busines Adminstration, Finance
Morgan Stanley July 2014 - Present
Bank of America Merrill Lynch August 2004 - July 2014
ABN AMRO May 2001 - August 2004
ING Barings February 1996 - May 2001
S.G. Warburg & Co. Inc. May 1995 - February 1996
Lehman Brothers Inc. February 1994 - May 1995
Skills
Emerging Markets, Change Management, Investment Banking, Program Management, Fixed Income, Derivatives, Equity Derivatives, Equities, Securities, Middle Office, PMO, Prime Brokerage, Business Process..., Capital Markets
Education
Susquehanna University 1989 — 1993
BS, Busines Adminstration, Finance
Jaccie Xie's Morgan Stanley Experience June 2008 - December 2008
Job Senior Manager at EisnerAmper LLP
Industry Accounting
Experience
EisnerAmper LLP January 2009 - Present
Morgan Stanley June 2008 - December 2008
KPMG September 2003 - May 2008
Skills
IFRS, US GAAP, SEC filings, External Audit, Internal Controls, Auditing, Due Diligence, Financial Reporting, Tax, GAAP, Business Valuation, CPA, Accounting, Financial Accounting, Private Equity
Education
University of Florida 2002 — 2003
Master's degree, Taxation
Sun Yat-Sen University 1996 — 2000
Bachelor's degree, Accounting and Finance
EisnerAmper LLP January 2009 - Present
Morgan Stanley June 2008 - December 2008
KPMG September 2003 - May 2008
Skills
IFRS, US GAAP, SEC filings, External Audit, Internal Controls, Auditing, Due Diligence, Financial Reporting, Tax, GAAP, Business Valuation, CPA, Accounting, Financial Accounting, Private Equity
Education
University of Florida 2002 — 2003
Master's degree, Taxation
Sun Yat-Sen University 1996 — 2000
Bachelor's degree, Accounting and Finance
Ambreleah Dusseau's Morgan Stanley Experience March 2007 - March 2008
Job KYC Due Diligence Officer
Industry Financial Services
Experience
JPMorgan Chase April 2014 - Present
BNP Paribas June 2009 - April 2014
BNP Paribas March 2008 - June 2009
Morgan Stanley March 2007 - March 2008
Skills
Capital Markets
Education
Syracuse University 2002 — 2006
BA, Political Science and Policy Studies
JPMorgan Chase April 2014 - Present
BNP Paribas June 2009 - April 2014
BNP Paribas March 2008 - June 2009
Morgan Stanley March 2007 - March 2008
Skills
Capital Markets
Education
Syracuse University 2002 — 2006
BA, Political Science and Policy Studies
Mike Devardo's Morgan Stanley Experience March 2013 - August 2014
Job Sales Support Associate
Industry Financial Services
Experience
Nomura Securities August 2014 - Present
Morgan Stanley March 2013 - August 2014
Morgan Stanley Dean Witter April 2010 - March 2013
Banc of America Specialist October 2005 - July 2008
Sirius Satellite Radio May 2005 - August 2005
Skills
Series 7, Series 63, Fixed Income, FX, Financial Risk, Investments, Securities, Structured Products, Bloomberg, Credit
Education
Stony Brook University 2001 — 2005
Bachelor's, Business Management
Nomura Securities August 2014 - Present
Morgan Stanley March 2013 - August 2014
Morgan Stanley Dean Witter April 2010 - March 2013
Banc of America Specialist October 2005 - July 2008
Sirius Satellite Radio May 2005 - August 2005
Skills
Series 7, Series 63, Fixed Income, FX, Financial Risk, Investments, Securities, Structured Products, Bloomberg, Credit
Education
Stony Brook University 2001 — 2005
Bachelor's, Business Management
Raymond Braun's Morgan Stanley Experience May 2006 - 2007
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley May 2006 - 2007
Oppenheimer 2003 - 2003
Skills
Series 7, Insurance, Wealth Management, Series 63
Education
Susquehanna University 2000 — 2004
Bachelor's degree, Finance
Morgan Stanley May 2006 - 2007
Oppenheimer 2003 - 2003
Skills
Series 7, Insurance, Wealth Management, Series 63
Education
Susquehanna University 2000 — 2004
Bachelor's degree, Finance
Steven Lamel's Morgan Stanley Experience January 2009 - January 2012
Job Vice PresidentSenior Product Manager at BNY Mellon
Industry Financial Services
Experience
Morgan Stanley January 2009 - January 2012
Morgan Stanley January 2009 - June 2010
Goldman Sachs April 1984 - February 2008
Skills
Liquidity Management, Treasury Management, Bank Relationship..., Liquidity, Cash Management, SWIFT payments, Currency, Cash, Banking, Operations Management, Payments, Derivatives, Trading, Relationship Management, Risk Management, Finance, Hedge Funds
Education
New York University - Leonard N. Stern School of Business 1983 — 1987
MBA, Finance
Stony Brook University 1976 — 1980
BA, Economics
Morgan Stanley January 2009 - January 2012
Morgan Stanley January 2009 - June 2010
Goldman Sachs April 1984 - February 2008
Skills
Liquidity Management, Treasury Management, Bank Relationship..., Liquidity, Cash Management, SWIFT payments, Currency, Cash, Banking, Operations Management, Payments, Derivatives, Trading, Relationship Management, Risk Management, Finance, Hedge Funds
Education
New York University - Leonard N. Stern School of Business 1983 — 1987
MBA, Finance
Stony Brook University 1976 — 1980
BA, Economics
Dante Amatucci's Morgan Stanley Experience 2008 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley 2008 - Present
Investors Bank & Trust / State Street Global Markets August 2002 - January 2008
MetLife / NEF January 2000 - April 2002
Scudder Financial Services Inc. October 1996 - January 2000
New England Securities September 1990 - October 1996
Shaerson Lehman Bros. March 1989 - July 1990
State Street Bank & Trust Company November 1987 - December 1988
Education
Suffolk University 1984 — 1987
Morgan Stanley 2008 - Present
Investors Bank & Trust / State Street Global Markets August 2002 - January 2008
MetLife / NEF January 2000 - April 2002
Scudder Financial Services Inc. October 1996 - January 2000
New England Securities September 1990 - October 1996
Shaerson Lehman Bros. March 1989 - July 1990
State Street Bank & Trust Company November 1987 - December 1988
Education
Suffolk University 1984 — 1987
Robert Ganci's Morgan Stanley Experience September 1999 - January 2008
Job NYCWiN NOCC Manager at Northrop Grumman
Industry Computer Networking
Experience
Northrop Grumman Corporation January 2008 - Present
Morgan Stanley September 1999 - January 2008
Salomon Brothers April 1998 - September 1999
JP Morgan April 1997 - April 1998
Technical Aids Inc January 1994 - April 1997
Education
SUNY Orange 1989 — 1992
IEEE, Electrical Engineering
Northrop Grumman Corporation January 2008 - Present
Morgan Stanley September 1999 - January 2008
Salomon Brothers April 1998 - September 1999
JP Morgan April 1997 - April 1998
Technical Aids Inc January 1994 - April 1997
Education
SUNY Orange 1989 — 1992
IEEE, Electrical Engineering
Stefan Goellner's Morgan Stanley Experience 1992 - 1995
Job R&D at Bloomberg LP
Industry Information Services
Experience
Bloomberg LP September 2015 - Present
Interactive Data 2006 - 2015
Realtime Publications 2001 - 2006
Citibank 1996 - 2001
Memco Software 1995 - 1996
Morgan Stanley 1992 - 1995
NYNEX Allink 1988 - 1992
Skills
Low Latency, Market Data, Linux, Enterprise Architecture, Unix, Agile Methodologies, Multithreading, Perl, SDLC, Shell Scripting, Software Development, Electronic Trading, Trading Systems, Multicast, SQL, Python, C++, IP Multicast, Business Analysis, TCP/IP
Education
Stony Brook University 1982 — 1988
BS & MS, Computer Science
Bloomberg LP September 2015 - Present
Interactive Data 2006 - 2015
Realtime Publications 2001 - 2006
Citibank 1996 - 2001
Memco Software 1995 - 1996
Morgan Stanley 1992 - 1995
NYNEX Allink 1988 - 1992
Skills
Low Latency, Market Data, Linux, Enterprise Architecture, Unix, Agile Methodologies, Multithreading, Perl, SDLC, Shell Scripting, Software Development, Electronic Trading, Trading Systems, Multicast, SQL, Python, C++, IP Multicast, Business Analysis, TCP/IP
Education
Stony Brook University 1982 — 1988
BS & MS, Computer Science
Santosh Subramanian's Morgan Stanley Experience 2011 - Present
Job Associate at Morgan Stanley
Industry Computer Software
Experience
Morgan Stanley 2011 - Present
Open Link February 2009 - July 2011
Lehman Brothers May 2008 - August 2008
Tata Consultancy Services 2005 - 2007
Skills
C, Eclipse
Education
Stony Brook University 2007 — 2008
University of Mumbai 2001 — 2005
B.E, Computer Engineering
Morgan Stanley 2011 - Present
Open Link February 2009 - July 2011
Lehman Brothers May 2008 - August 2008
Tata Consultancy Services 2005 - 2007
Skills
C, Eclipse
Education
Stony Brook University 2007 — 2008
University of Mumbai 2001 — 2005
B.E, Computer Engineering
Andy Chown's Morgan Stanley Experience March 1993 - Present
Job Co Global Head of Settlements IT Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 1993 - Present
Skills
Settlement, Fixed Income, Middle Office, Prime Brokerage, Cash Management, Trading Systems, Equities, SDLC, Investment Banking, Back Office, Management, Project Management
Education
Swansea University 1984 — 1987
BSc (Hons), Computer Science
Morgan Stanley March 1993 - Present
Skills
Settlement, Fixed Income, Middle Office, Prime Brokerage, Cash Management, Trading Systems, Equities, SDLC, Investment Banking, Back Office, Management, Project Management
Education
Swansea University 1984 — 1987
BSc (Hons), Computer Science
Mark Daniels's Morgan Stanley Experience January 2004 - December 2009
Job Managing Director at UBS Financial Services, Inc.
Industry Banking
Experience
UBS Financial Services, Inc. December 2009 - Present
Morgan Stanley January 2004 - December 2009
Goldman Sachs & Co 1995 - 2004
Skills
Alternative Investments, Asset Management, Capital Markets, Banking, Bloomberg, Bonds, Business Analysis, Business Strategy, Credit Derivatives, Commodity, Derivatives, Emerging Markets, Equities, Equity Derivatives, Equity Trading, FX Options, Financial Markets, Financial Modeling, Financial Services, Fixed Income, Hedge Funds, IT Strategy, Interest Rate..., Investment Banking, Investments, Management, Market Data, Options, Portfolio Management, Private Equity, Project Management, Risk Management, Securities, Series 63, Series 7, Structured Products, Swaps, Trading Systems, Trading, Valuation
Education
Suffolk University - Sawyer School of Management
Master of Business Administration (MBA)
University of Miami
Masters of Science, Computer & Information Science
University of Miami
Bachelor's degree, Business Administration, Management
UBS Financial Services, Inc. December 2009 - Present
Morgan Stanley January 2004 - December 2009
Goldman Sachs & Co 1995 - 2004
Skills
Alternative Investments, Asset Management, Capital Markets, Banking, Bloomberg, Bonds, Business Analysis, Business Strategy, Credit Derivatives, Commodity, Derivatives, Emerging Markets, Equities, Equity Derivatives, Equity Trading, FX Options, Financial Markets, Financial Modeling, Financial Services, Fixed Income, Hedge Funds, IT Strategy, Interest Rate..., Investment Banking, Investments, Management, Market Data, Options, Portfolio Management, Private Equity, Project Management, Risk Management, Securities, Series 63, Series 7, Structured Products, Swaps, Trading Systems, Trading, Valuation
Education
Suffolk University - Sawyer School of Management
Master of Business Administration (MBA)
University of Miami
Masters of Science, Computer & Information Science
University of Miami
Bachelor's degree, Business Administration, Management
Michael Fee's Morgan Stanley Experience June 2005 - Present
Job Electricity Trader
Industry Oil & Energy
Experience
Morgan Stanley June 2005 - Present
Education
Syracuse University 2001 — 2005
Magazine Journalism/Accounting
Morgan Stanley June 2005 - Present
Education
Syracuse University 2001 — 2005
Magazine Journalism/Accounting
prakash ahuja's Morgan Stanley Experience June 2008 - August 2008
Job Software Engineer at Facebook
Industry Computer Software
Experience
Facebook May 2015 - Present
Microsoft February 2009 - Present
Morgan Stanley June 2008 - August 2008
Amdocs July 2006 - July 2007
Skills
C#, .NET, Algorithms, XML, Java, JavaScript, ASP.NET, Web Services, Visual Studio, Agile Methodologies, Software Development, SOA
Education
State University of New York at Stony Brook 2007 — 2009
Master's degree, Computer Science
University of Mumbai 2002 — 2006
Bachelor's degree, Computer Engineering
Facebook May 2015 - Present
Microsoft February 2009 - Present
Morgan Stanley June 2008 - August 2008
Amdocs July 2006 - July 2007
Skills
C#, .NET, Algorithms, XML, Java, JavaScript, ASP.NET, Web Services, Visual Studio, Agile Methodologies, Software Development, SOA
Education
State University of New York at Stony Brook 2007 — 2009
Master's degree, Computer Science
University of Mumbai 2002 — 2006
Bachelor's degree, Computer Engineering
John Pedrotti, MBA's Morgan Stanley Experience October 2010 - August 2011
Job Market Intelligence Lead at SABIC
Industry Plastics
Experience
SABIC Innovative Plastics October 2014 - Present
SABIC April 2014 - October 2014
SABIC May 2012 - April 2014
GE 2012 - 2012
Morgan Stanley October 2010 - August 2011
Citigroup January 2009 - October 2009
Citigroup November 2005 - December 2008
Investors Bank & Trust September 2004 - November 2005
Skills
Mergers & Acquisitions, Project Management, Process Improvement, Investments, Market Research, Finance, Risk Management, Microsoft Office, Management, Financial Analysis, Bloomberg Terminal, Microsoft Excel, Data Analysis, Financial Modeling, Options, Change Management, Financial Reporting, Forecasting, Operating Budgets, Marketing Strategy, Corporate Finance,...
Education
Suffolk University - Sawyer School of Management 2009 — 2012
MBA, Finance, 3.963
University of Massachusetts, Amherst 2000 — 2004
BS, Economics, 3.713
Wahconah 1996 — 2000
High School Graduate - CP
St. Agnes
SABIC Innovative Plastics October 2014 - Present
SABIC April 2014 - October 2014
SABIC May 2012 - April 2014
GE 2012 - 2012
Morgan Stanley October 2010 - August 2011
Citigroup January 2009 - October 2009
Citigroup November 2005 - December 2008
Investors Bank & Trust September 2004 - November 2005
Skills
Mergers & Acquisitions, Project Management, Process Improvement, Investments, Market Research, Finance, Risk Management, Microsoft Office, Management, Financial Analysis, Bloomberg Terminal, Microsoft Excel, Data Analysis, Financial Modeling, Options, Change Management, Financial Reporting, Forecasting, Operating Budgets, Marketing Strategy, Corporate Finance,...
Education
Suffolk University - Sawyer School of Management 2009 — 2012
MBA, Finance, 3.963
University of Massachusetts, Amherst 2000 — 2004
BS, Economics, 3.713
Wahconah 1996 — 2000
High School Graduate - CP
St. Agnes
Bill Silvain's Morgan Stanley Experience 1984 - 1997
Job Energy Mgmt. Professional / Freelance Writer
Industry Oil & Energy
Experience
Freelance November 2010 - Present
LPB Energy Management September 2007 - November 2010
Silvain Energy Solutions 2006 - 2007
Luthin Associates, Inc May 2000 - July 2005
JP Morgan 1997 - 2000
Morgan Stanley Investment Management 1987 - 1997
Morgan Stanley 1984 - 1997
Skills
Contract Negotiation, Energy Management, Renewable Energy, Natural Gas, Energy, Procurement, Analysis, Energy Efficiency, Project Management, Contract Management
Education
Syracuse University 1978 — 1981
Freelance November 2010 - Present
LPB Energy Management September 2007 - November 2010
Silvain Energy Solutions 2006 - 2007
Luthin Associates, Inc May 2000 - July 2005
JP Morgan 1997 - 2000
Morgan Stanley Investment Management 1987 - 1997
Morgan Stanley 1984 - 1997
Skills
Contract Negotiation, Energy Management, Renewable Energy, Natural Gas, Energy, Procurement, Analysis, Energy Efficiency, Project Management, Contract Management
Education
Syracuse University 1978 — 1981
Raj Arneja's Morgan Stanley Experience May 2007 - July 2007
Job Financial Services Professional
Industry Financial Services
Experience
Union Bank of Switzerland August 2007 - June 2008
Morgan Stanley May 2007 - July 2007
Morgan Stanley December 2005 - April 2007
Education
Stony Brook University 2001 — 2005
B.A., Economics
Union Bank of Switzerland August 2007 - June 2008
Morgan Stanley May 2007 - July 2007
Morgan Stanley December 2005 - April 2007
Education
Stony Brook University 2001 — 2005
B.A., Economics
Adam Schlegel's Morgan Stanley Experience June 2014 - August 2014
Job Commodities Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - August 2014
U.S. Attorney Walter S. Terry Batty Jr. February 2010 - April 2013
Vianovo June 2012 - August 2012
Professor Matthew Murphy November 2011 - May 2012
The Phoenix September 2010 - May 2012
Rockwool Asia May 2011 - July 2011
Project SHINE January 2010 - May 2010
Skills
Editing, Microsoft Office, Mandarin, Research, InDesign, International Relations, Photoshop, Marketing Strategy, Oral & Written..., Economics, Graphic Design, Stata, QuarkXPress, Financial Modeling, Oil & Gas, Renewable Energy, Electricity Markets
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2013 — 2015
Master of Arts (M.A.), International Finance; Energy, Resources and Environment
Swarthmore College 2009 — 2013
BA, Honors Major in Political Science & Honors Minor in Chinese, Course Major in Chinese
Columbia University Summer Program in Beijing, China 2010 — 2010
Non-degree, Chinese Literature
Morgan Stanley June 2014 - August 2014
U.S. Attorney Walter S. Terry Batty Jr. February 2010 - April 2013
Vianovo June 2012 - August 2012
Professor Matthew Murphy November 2011 - May 2012
The Phoenix September 2010 - May 2012
Rockwool Asia May 2011 - July 2011
Project SHINE January 2010 - May 2010
Skills
Editing, Microsoft Office, Mandarin, Research, InDesign, International Relations, Photoshop, Marketing Strategy, Oral & Written..., Economics, Graphic Design, Stata, QuarkXPress, Financial Modeling, Oil & Gas, Renewable Energy, Electricity Markets
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2013 — 2015
Master of Arts (M.A.), International Finance; Energy, Resources and Environment
Swarthmore College 2009 — 2013
BA, Honors Major in Political Science & Honors Minor in Chinese, Course Major in Chinese
Columbia University Summer Program in Beijing, China 2010 — 2010
Non-degree, Chinese Literature
Robert Fanelli's Morgan Stanley Experience October 2005 - June 2012
Job Senior Vice President, Capital One Commercial Bank
Industry Financial Services
Experience
Capital One June 2012 - Present
Morgan Stanley October 2005 - June 2012
Goldman Sachs & Co. 1997 - 2005
Citibank June 1989 - November 1997
US Army March 1984 - August 1987
Skills
Fixed Income, Prime Brokerage, Hedge Funds, Equities, Derivatives, Alternative Investments, Credit Derivatives, Bloomberg, Securities, Capital Markets, Middle Office, Investment Banking, Series 7, Asset Managment
Education
University of California, Berkeley, Haas School of Business
MBA, Finance, Management
State University of New York at Stony Brook
Bachelor of Arts (B.A.), Economics and Political Science
Capital One June 2012 - Present
Morgan Stanley October 2005 - June 2012
Goldman Sachs & Co. 1997 - 2005
Citibank June 1989 - November 1997
US Army March 1984 - August 1987
Skills
Fixed Income, Prime Brokerage, Hedge Funds, Equities, Derivatives, Alternative Investments, Credit Derivatives, Bloomberg, Securities, Capital Markets, Middle Office, Investment Banking, Series 7, Asset Managment
Education
University of California, Berkeley, Haas School of Business
MBA, Finance, Management
State University of New York at Stony Brook
Bachelor of Arts (B.A.), Economics and Political Science
Thomas Gilligan Jr.'s Morgan Stanley Experience June 2007 - January 2009
Job Head of Americas Equity Sales at Markit
Industry Financial Services
Experience
Markit July 2015 - Present
Markit April 2012 - June 2015
Data Explorers (acquired by Markit) June 2009 - April 2012
Morgan Stanley June 2007 - January 2009
Lehman Brothers May 2006 - June 2007
Morgan Stanley January 2002 - May 2006
Education
Stony Brook University 1996 — 2001
BA, Political Science
Markit July 2015 - Present
Markit April 2012 - June 2015
Data Explorers (acquired by Markit) June 2009 - April 2012
Morgan Stanley June 2007 - January 2009
Lehman Brothers May 2006 - June 2007
Morgan Stanley January 2002 - May 2006
Education
Stony Brook University 1996 — 2001
BA, Political Science
Drew Vaden's Morgan Stanley Experience April 1981 - December 2009
Job CTO at PIMCO
Industry Financial Services
Ryan Einig's Morgan Stanley Experience December 2007 - August 2011
Job Financial Advisor, The Kleiman Wealth Management Group at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Wealth Management November 2012 - Present
Oppenheimer & Co. Inc. October 2011 - November 2012
Morgan Stanley December 2007 - August 2011
Education
State University of New York at Stony Brook
BS in Business Management, Coursework in Finance, Economics, and Accounting
State University of New York at Albany
Massapequa High School
UBS Wealth Management November 2012 - Present
Oppenheimer & Co. Inc. October 2011 - November 2012
Morgan Stanley December 2007 - August 2011
Education
State University of New York at Stony Brook
BS in Business Management, Coursework in Finance, Economics, and Accounting
State University of New York at Albany
Massapequa High School
Yemi Kuyoro's Morgan Stanley Experience September 2000 - April 2003
Job HIT Pro Technical Software Support
Industry Hospital & Health Care
Experience
Healthcare Software Company June 2013 - August 2013
HERBERT E. HIRSCHFELD, P.E 2004 - 2013
Queens Long Island Medical Group 2003 - 2004
Morgan Stanley September 2000 - April 2003
Lehman Brothers May 1999 - September 2000
Univision Communications August 1998 - May 1999
Skills
HIT Pro - Technical..., Microsoft Office, Customer Relations, Process Improvement, Documentation, Customer Service, Human Resources, Software Documentation, HIPAA, CRM, Management, Policy, Data Analysis, Business Analysis, System Administration, Leadership, Healthcare, Training, Access, Project Management
Education
Suffolk County Community College 2011 — 2011
EHR Technical Software Support, HIT Pro Certification
Stony Brook University 1980 — 1984
BS, Biology
Healthcare Software Company June 2013 - August 2013
HERBERT E. HIRSCHFELD, P.E 2004 - 2013
Queens Long Island Medical Group 2003 - 2004
Morgan Stanley September 2000 - April 2003
Lehman Brothers May 1999 - September 2000
Univision Communications August 1998 - May 1999
Skills
HIT Pro - Technical..., Microsoft Office, Customer Relations, Process Improvement, Documentation, Customer Service, Human Resources, Software Documentation, HIPAA, CRM, Management, Policy, Data Analysis, Business Analysis, System Administration, Leadership, Healthcare, Training, Access, Project Management
Education
Suffolk County Community College 2011 — 2011
EHR Technical Software Support, HIT Pro Certification
Stony Brook University 1980 — 1984
BS, Biology
Priscilla Mayor's Morgan Stanley Experience November 2010 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2010 - Present
LKB & Associates 2012 - 2014
BlackRock 2006 - 2009
JPMorgan Chase 2004 - 2006
Skills
Regulatory Affairs, Regulatory Policy, Senior Stakeholder..., Risk Management, Expense Management, Operational Risk..., Bloomberg, Asset Management, Fixed Income, Portfolio Management, Corporate Finance, Trading Systems, Business Overhead..., Expense Allocation, Operating Expenses, Managing Deadlines, Project Management, Managing Meetings, Managing Processes, Managing Workflow, Managing Project Budgets, Managing Accounts
Education
State University of New York at Stony Brook 2000 — 2004
B.A.
Morgan Stanley November 2010 - Present
LKB & Associates 2012 - 2014
BlackRock 2006 - 2009
JPMorgan Chase 2004 - 2006
Skills
Regulatory Affairs, Regulatory Policy, Senior Stakeholder..., Risk Management, Expense Management, Operational Risk..., Bloomberg, Asset Management, Fixed Income, Portfolio Management, Corporate Finance, Trading Systems, Business Overhead..., Expense Allocation, Operating Expenses, Managing Deadlines, Project Management, Managing Meetings, Managing Processes, Managing Workflow, Managing Project Budgets, Managing Accounts
Education
State University of New York at Stony Brook 2000 — 2004
B.A.
marisa margarites's Morgan Stanley Experience December 2009 - Present
Job First Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 2009 - Present
Barclays Wealth September 2008 - December 2008
Lehman Brothers September 1994 - September 2008
Education
SUNY Stony Brook
Psychology
Morgan Stanley December 2009 - Present
Barclays Wealth September 2008 - December 2008
Lehman Brothers September 1994 - September 2008
Education
SUNY Stony Brook
Psychology
Robert Curth's Morgan Stanley Experience 2010 - March 2013
Job Photographer at Obeo Inc.
Industry Photography
Experience
Obeo Inc. June 2014 - Present
CirclePix January 2014 - Present
Morgan Stanley 2010 - March 2013
SunGard Consulting Services October 2006 - February 2009
Clever Devices 2009 - 2009
Volt Information Sciences 2005 - 2006
Skills
Software Development, Java, Agile Methodologies, C#
Education
State University of New York at Stony Brook
Physics
Obeo Inc. June 2014 - Present
CirclePix January 2014 - Present
Morgan Stanley 2010 - March 2013
SunGard Consulting Services October 2006 - February 2009
Clever Devices 2009 - 2009
Volt Information Sciences 2005 - 2006
Skills
Software Development, Java, Agile Methodologies, C#
Education
State University of New York at Stony Brook
Physics
Pavel Smyshlyaev's Morgan Stanley Experience 1999 - 1999
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch 2008 - 2009
Viking Global Investors 2005 - 2008
Berenson & Company 2002 - 2005
Salomon Smith Barney 2000 - 2002
Swarthmore College 1996 - 2000
Morgan Stanley 1999 - 1999
Lehman Brothers 1998 - 1998
Lehman Brothers 1998 - 1998
Education
Swarthmore College 1996 — 2000
BA, Econ., Math.
UNIS
Merrill Lynch 2008 - 2009
Viking Global Investors 2005 - 2008
Berenson & Company 2002 - 2005
Salomon Smith Barney 2000 - 2002
Swarthmore College 1996 - 2000
Morgan Stanley 1999 - 1999
Lehman Brothers 1998 - 1998
Lehman Brothers 1998 - 1998
Education
Swarthmore College 1996 — 2000
BA, Econ., Math.
UNIS
Nicholas Moniodes's Morgan Stanley Experience August 1987 - October 1997
Job Senior IT Executive with strong background in Financial Sector
Industry Financial Services
Experience
Apollo Recruiting International 2010 - Present
Millennium Partners, Hedge Fund January 2003 - January 2010
Moniodes Investments August 2000 - November 2002
Deutsche Bank October 1997 - January 2000
Morgan Stanley August 1987 - October 1997
Skills
Technology, Infrastructure Systems, Team Management, Team Leadership, Investment Banking, Servers, Operational Support, Trading, Market Data, Networking, Voice Technology, Management, Contract Negotiation, Hedge Funds, Equities, Proprietary Trading, Content Management, Strategic Planning, Low Latency, Electrical Engineering, Mechanical Engineering, Prime Brokerage, Electronic Trading, Settlement and Clearing, Risk and PNL Mgmt., Financial Analysis, Futures, fx, Mathematics, unix/pc
Education
New York Institute of Technology
Electrical Engineering
Polytechnic Instutute
Master of Science (MS), Networking & Telecommunications, w/Business emphasis (not completed due to relocation abroad)
Stony Brook University
Bachelor of Engineering (B.E.), Electrical and Mechanical Engineering
Apollo Recruiting International 2010 - Present
Millennium Partners, Hedge Fund January 2003 - January 2010
Moniodes Investments August 2000 - November 2002
Deutsche Bank October 1997 - January 2000
Morgan Stanley August 1987 - October 1997
Skills
Technology, Infrastructure Systems, Team Management, Team Leadership, Investment Banking, Servers, Operational Support, Trading, Market Data, Networking, Voice Technology, Management, Contract Negotiation, Hedge Funds, Equities, Proprietary Trading, Content Management, Strategic Planning, Low Latency, Electrical Engineering, Mechanical Engineering, Prime Brokerage, Electronic Trading, Settlement and Clearing, Risk and PNL Mgmt., Financial Analysis, Futures, fx, Mathematics, unix/pc
Education
New York Institute of Technology
Electrical Engineering
Polytechnic Instutute
Master of Science (MS), Networking & Telecommunications, w/Business emphasis (not completed due to relocation abroad)
Stony Brook University
Bachelor of Engineering (B.E.), Electrical and Mechanical Engineering
Robert J Frey's Morgan Stanley Experience 1986 - 1988
Job Professor, Stony Brook University
Industry Investment Management
Experience
Stony Brook University, Applied Mathematic & Statistics 2002 - 2013
Renaissance Technologies LLC 1992 - 2002
Kepler Financial Management, LLC 1988 - 1992
Morgan Stanley 1986 - 1988
Harris Corporation 1979 - 1986
Education
Stony Brook University 1976 — 1987
PhD, Applied Mathematics and Statistics
Stony Brook University, Applied Mathematic & Statistics 2002 - 2013
Renaissance Technologies LLC 1992 - 2002
Kepler Financial Management, LLC 1988 - 1992
Morgan Stanley 1986 - 1988
Harris Corporation 1979 - 1986
Education
Stony Brook University 1976 — 1987
PhD, Applied Mathematics and Statistics
Joshua Reid's Morgan Stanley Experience January 2012 - July 2015
Job Muncipal Trader, Senior Vice President at R. Seelaus & Co., Inc.
Industry Financial Services
Experience
R. Seelaus & Co., Inc. July 2015 - Present
Morgan Stanley January 2012 - July 2015
Morgan Stanley May 2005 - January 2012
Morgan Stanley October 2002 - May 2005
Skills
Series 7, Fixed Income, Bonds, Bloomberg, Capital Markets, Securities, Wealth Management, Trading, Investments, Separately Managed..., Series 66, Municipal Bonds, Sales, Uniform Combined State..., Portfolio Management, Mutual Funds, Hedge Funds, FINRA, Series 63
Education
Susquehanna University 1998 — 2002
BS, Accounting
Middletown North HS
Middletown North HS
R. Seelaus & Co., Inc. July 2015 - Present
Morgan Stanley January 2012 - July 2015
Morgan Stanley May 2005 - January 2012
Morgan Stanley October 2002 - May 2005
Skills
Series 7, Fixed Income, Bonds, Bloomberg, Capital Markets, Securities, Wealth Management, Trading, Investments, Separately Managed..., Series 66, Municipal Bonds, Sales, Uniform Combined State..., Portfolio Management, Mutual Funds, Hedge Funds, FINRA, Series 63
Education
Susquehanna University 1998 — 2002
BS, Accounting
Middletown North HS
Middletown North HS
Rupa K. Desai's Morgan Stanley Experience September 2002 - April 2003
Job Senior Project Manager at WebMD
Industry Hospital & Health Care
Experience
WebMD July 2012 - Present
Continuum Health Partners January 2009 - July 2012
Merrill Lynch May 2006 - January 2009
ADP June 2003 - May 2006
Morgan Stanley September 2002 - April 2003
Skills
Business Analysis, Program Management, Change Management, Requirements Analysis, Project Management, Risk Management, Analysis, Cross-functional Team..., Visio, Management, Leadership
Education
Merrill Lynch/ Villanova 2008 — 2009
Six Sigma, Six Sigma Green Belt
George Washington University/ ESI International 2006 — 2007
Masters Certificate in Project Management, Project Management
Stony Brook University 1999 — 2003
BA, Bachelor of Arts in Psychology and Business Management - May 2003
WebMD July 2012 - Present
Continuum Health Partners January 2009 - July 2012
Merrill Lynch May 2006 - January 2009
ADP June 2003 - May 2006
Morgan Stanley September 2002 - April 2003
Skills
Business Analysis, Program Management, Change Management, Requirements Analysis, Project Management, Risk Management, Analysis, Cross-functional Team..., Visio, Management, Leadership
Education
Merrill Lynch/ Villanova 2008 — 2009
Six Sigma, Six Sigma Green Belt
George Washington University/ ESI International 2006 — 2007
Masters Certificate in Project Management, Project Management
Stony Brook University 1999 — 2003
BA, Bachelor of Arts in Psychology and Business Management - May 2003
Kristen Fanarakis's Morgan Stanley Experience 2009 - 2011
Job
Industry Financial Services
Experience
Morgan Stanley 2009 - 2011
Citibank 2007 - 2009
Merrill Lynch 2005 - 2007
Putnam Investments 2001 - 2005
Standish, Ayer & Wood 1998 - 2001
Skills
FX, Investments, Capital Markets, Foreign Exchange..., Bloomberg, Financial Markets, Key Account..., Strategic Communications, Highly detail oriented, Analysis, Multi Tasking, Investment Management, Sales, Financial Services, Research, Global Macro, Project Management, Client Development, International Economics, MBA, New Business Development, Institutional Investors, Writing, FX Options, Hedge Funds
Education
Kenan-Flagler Business School 2011 — 2013
MBA
Suffolk University 2001 — 2002
Masters of Science, International Economics
University of North Carolina at Chapel Hill 1994 — 1998
BA, Economics, Political Science
Morgan Stanley 2009 - 2011
Citibank 2007 - 2009
Merrill Lynch 2005 - 2007
Putnam Investments 2001 - 2005
Standish, Ayer & Wood 1998 - 2001
Skills
FX, Investments, Capital Markets, Foreign Exchange..., Bloomberg, Financial Markets, Key Account..., Strategic Communications, Highly detail oriented, Analysis, Multi Tasking, Investment Management, Sales, Financial Services, Research, Global Macro, Project Management, Client Development, International Economics, MBA, New Business Development, Institutional Investors, Writing, FX Options, Hedge Funds
Education
Kenan-Flagler Business School 2011 — 2013
MBA
Suffolk University 2001 — 2002
Masters of Science, International Economics
University of North Carolina at Chapel Hill 1994 — 1998
BA, Economics, Political Science
Taylor Kaplan's Morgan Stanley Experience February 2013 - Present
Job Client Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2013 - Present
Gretta Enterprises September 2006 - December 2012
Yigal Azrouel, Inc. May 2012 - August 2012
Susan Slosberg Image Consultants January 2011 - May 2012
Healthdrive Corp March 2011 - August 2011
Skills
Fashion, Merchandising, Social Media, Social Networking, Styling, Multi Tasking, Customer Service, Organized Multi-tasker, Phone Etiquette
Education
Suffolk University 2011 — 2012
Bachelor of Science (BS), History
University of Colorado at Boulder 2008 — 2010
History, History
Morgan Stanley February 2013 - Present
Gretta Enterprises September 2006 - December 2012
Yigal Azrouel, Inc. May 2012 - August 2012
Susan Slosberg Image Consultants January 2011 - May 2012
Healthdrive Corp March 2011 - August 2011
Skills
Fashion, Merchandising, Social Media, Social Networking, Styling, Multi Tasking, Customer Service, Organized Multi-tasker, Phone Etiquette
Education
Suffolk University 2011 — 2012
Bachelor of Science (BS), History
University of Colorado at Boulder 2008 — 2010
History, History
Ronni Puglisi's Morgan Stanley Experience May 2007 - May 2010
Job Registered Support Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2013 - Present
Merrill Lynch November 2010 - March 2013
Morgan Stanley May 2007 - May 2010
Morgan Stanley November 1993 - May 2007
Skills
Finance, Sales, Training, Transition Management, Relationship Management, Licenses-Series 7, 66,..., Client Relationship..., Life & Health Insurance..., Customer Service, Equities, Financial Advisory
Education
SUNY Stony Brook
Bachelor of Arts (B.A.), Psychology
Ameriprise Financial Services, Inc. March 2013 - Present
Merrill Lynch November 2010 - March 2013
Morgan Stanley May 2007 - May 2010
Morgan Stanley November 1993 - May 2007
Skills
Finance, Sales, Training, Transition Management, Relationship Management, Licenses-Series 7, 66,..., Client Relationship..., Life & Health Insurance..., Customer Service, Equities, Financial Advisory
Education
SUNY Stony Brook
Bachelor of Arts (B.A.), Psychology
Manish Tripathi's Morgan Stanley Experience July 2014 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2014 - Present
JPMorgan Chase August 2013 - July 2014
Morgan Stanley August 2011 - August 2013
Skills
Trading Systems, Electronic Trading, Market Data, Equities, Equity Trading, Trading, Hedge Funds, Business Analysis, Capital Markets, Bloomberg, SDLC, Sybase, Options, Agile Methodologies, Low Latency, Fixed Income, Investment Banking, Derivatives
Education
Symbiosis International University
Morgan Stanley July 2014 - Present
JPMorgan Chase August 2013 - July 2014
Morgan Stanley August 2011 - August 2013
Skills
Trading Systems, Electronic Trading, Market Data, Equities, Equity Trading, Trading, Hedge Funds, Business Analysis, Capital Markets, Bloomberg, SDLC, Sybase, Options, Agile Methodologies, Low Latency, Fixed Income, Investment Banking, Derivatives
Education
Symbiosis International University
Fania Mellon's Morgan Stanley Experience September 2000 - August 2004
Job Corporate Trust Administrator at BNY Mellon Global Client Solutions at BNY Mellon
Industry Accounting
Experience
BNY Mellon October 2013 - Present
KPMG, LLP September 2010 - June 2013
The Bank of New York Mellon November 2006 - March 2009
Wachovia Securities August 2004 - January 2006
Morgan Stanley September 2000 - August 2004
Skills
Accounting, Auditing, Tax, Financial Reporting, Microsoft Excel, Financial Accounting, Account Reconciliation, Microsoft Word, Payroll, PowerPoint, Financial Statements, Outlook, Microsoft Office, Lotus Notes, Research, QuickBooks, Financial Modeling, Training, Strategic Financial..., Vendor Management, Access, Finance, Financial Analysis, Customer Service, Banking, Financial Services, Financial Planning
Education
American Public University System 2010 — 2016
Transportation & Logistics Management
Strayer University (VA) 2004 — 2007
Business Administration and Management, General
BNY Mellon October 2013 - Present
KPMG, LLP September 2010 - June 2013
The Bank of New York Mellon November 2006 - March 2009
Wachovia Securities August 2004 - January 2006
Morgan Stanley September 2000 - August 2004
Skills
Accounting, Auditing, Tax, Financial Reporting, Microsoft Excel, Financial Accounting, Account Reconciliation, Microsoft Word, Payroll, PowerPoint, Financial Statements, Outlook, Microsoft Office, Lotus Notes, Research, QuickBooks, Financial Modeling, Training, Strategic Financial..., Vendor Management, Access, Finance, Financial Analysis, Customer Service, Banking, Financial Services, Financial Planning
Education
American Public University System 2010 — 2016
Transportation & Logistics Management
Strayer University (VA) 2004 — 2007
Business Administration and Management, General
Widelet Thenor's Morgan Stanley Experience April 2012 - Present
Job Financial Analyst
Industry Financial Services
Experience
Morgan Stanley April 2012 - Present
Brown Brothers Harriman April 2011 - December 2011
BNY Mellon November 2007 - April 2011
Citizens Bank April 2005 - March 2007
Skills
Accounting, Financial Analysis, Auditing, Finance, Financial Services, Investments, Investment Banking, Valuation, Microsoft Excel, Financial Risk, Management, Internal Audit, PowerPoint, Trading, Microsoft Word, Hedge Funds, DTC, Federal Reserve, Euroclear, Operations Management, Asset Management, Risk Management
Education
Suffolk University - Sawyer Business School 2002 — 2007
Bachelor, Accounting
Morgan Stanley April 2012 - Present
Brown Brothers Harriman April 2011 - December 2011
BNY Mellon November 2007 - April 2011
Citizens Bank April 2005 - March 2007
Skills
Accounting, Financial Analysis, Auditing, Finance, Financial Services, Investments, Investment Banking, Valuation, Microsoft Excel, Financial Risk, Management, Internal Audit, PowerPoint, Trading, Microsoft Word, Hedge Funds, DTC, Federal Reserve, Euroclear, Operations Management, Asset Management, Risk Management
Education
Suffolk University - Sawyer Business School 2002 — 2007
Bachelor, Accounting
Monica Miglani's Morgan Stanley Experience Human Resources CoordinatorEquity Trading CapitalAugust 2009 - January 2010
Job Recruiting Coordinator at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Human Resources CoordinatorEquity Trading CapitalAugust 2009 - January 2010
Education
Suffolk University - Sawyer Business School 2005 — 2009
Bachelor of Business Administration, International Business and Marketing
Foundation for Liberal and Management Education (Pune, India)
University of International Business and Economics (Beijing, China)
Morgan Stanley Human Resources CoordinatorEquity Trading CapitalAugust 2009 - January 2010
Education
Suffolk University - Sawyer Business School 2005 — 2009
Bachelor of Business Administration, International Business and Marketing
Foundation for Liberal and Management Education (Pune, India)
University of International Business and Economics (Beijing, China)
Ricky (Xiaoxiao) Shi's Morgan Stanley Experience July 2013 - March 2014
Job Quantitative Researcher/Trader
Industry Financial Services
Experience
Engineers Gate March 2014 - Present
Morgan Stanley July 2013 - March 2014
Skills
Large scale data..., C++, Java, Matlab, Unix, Parallel Programming, Multithreading, Statistics, Data Mining, Machine Learning, Network Programming, Design Patterns, SQL, Time Series Analysis, C#, Python, R
Education
University of Illinois at Chicago 2009 — 2013
PhD., Computer Science, 4.0/4.0
University of Illinois at Chicago 2010 — 2012
M.Sc., Applied Math, Department of Mathematics, 4.0/4.0
The Hong Kong University of Science and Technology 2008 — 2009
Visiting scholar, Computer Science, data mining
Sun Yat-Sen University 2007 — 2009
M.Sc, Computer Science
Sun Yat-Sen University 2003 — 2007
B.Eng, Computer Science
Engineers Gate March 2014 - Present
Morgan Stanley July 2013 - March 2014
Skills
Large scale data..., C++, Java, Matlab, Unix, Parallel Programming, Multithreading, Statistics, Data Mining, Machine Learning, Network Programming, Design Patterns, SQL, Time Series Analysis, C#, Python, R
Education
University of Illinois at Chicago 2009 — 2013
PhD., Computer Science, 4.0/4.0
University of Illinois at Chicago 2010 — 2012
M.Sc., Applied Math, Department of Mathematics, 4.0/4.0
The Hong Kong University of Science and Technology 2008 — 2009
Visiting scholar, Computer Science, data mining
Sun Yat-Sen University 2007 — 2009
M.Sc, Computer Science
Sun Yat-Sen University 2003 — 2007
B.Eng, Computer Science
Venkata Sista's Morgan Stanley Experience 2005 - 2006
Job Consulting Manager at Cognizant Technology Solutions
Industry Information Technology and Services
Experience
Cognizant Technology Solutions April 2006 - Present
BNY Mellon 2011 - 2014
Credit Suisse 2009 - 2010
JP Morgan Chase April 2006 - September 2009
Wipro Technologies May 2004 - March 2006
Morgan Stanley 2005 - 2006
Morgan Stanley 2005 - 2006
HCL Perot Systems June 2003 - May 2004
Larsen and Toubro Infotech May 2001 - June 2003
Stock Holding Corporation of India Limited February 1995 - May 2001
Education
Saraswati Vidyalaya Nagpur 1984 — 1986
Institute of Science College
Symbiosis institute of Management Studies
MBA, Finance
Cognizant Technology Solutions April 2006 - Present
BNY Mellon 2011 - 2014
Credit Suisse 2009 - 2010
JP Morgan Chase April 2006 - September 2009
Wipro Technologies May 2004 - March 2006
Morgan Stanley 2005 - 2006
Morgan Stanley 2005 - 2006
HCL Perot Systems June 2003 - May 2004
Larsen and Toubro Infotech May 2001 - June 2003
Stock Holding Corporation of India Limited February 1995 - May 2001
Education
Saraswati Vidyalaya Nagpur 1984 — 1986
Institute of Science College
Symbiosis institute of Management Studies
MBA, Finance
Rebecca Del Piano's Morgan Stanley Experience February 2005 - November 2007
Job Bloomberg Fair Value Analyst at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP November 2007 - Present
Morgan Stanley February 2005 - November 2007
Merrill Lynch January 2004 - February 2005
Skills
Editing, Research, Bloomberg Terminal, Fixed Income, Microsoft Office, Bloomberg, Fair Value, Microsoft Excel, Equities
Education
Sweet Briar College 1998 — 2002
Bachelor of Arts (B.A.), Art History
Bloomberg LP November 2007 - Present
Morgan Stanley February 2005 - November 2007
Merrill Lynch January 2004 - February 2005
Skills
Editing, Research, Bloomberg Terminal, Fixed Income, Microsoft Office, Bloomberg, Fair Value, Microsoft Excel, Equities
Education
Sweet Briar College 1998 — 2002
Bachelor of Arts (B.A.), Art History
Taurean Dyer's Morgan Stanley Experience June 2000 - August 2000
Job Sleep. Eat. Learn. Play with something insanely cool. Repeat
Industry Research
Experience
Accenture August 2013 - Present
Dyer Solutions LLC April 2010 - Present
SUNY SBU TLT Media Labs February 2013 - August 2013
The Omnicon Group, Inc. June 2012 - October 2012
SUNY SBU TLT Media Labs September 2011 - June 2012
Metal Industries Company, LTD June 2011 - August 2011
CEWIT Labs, Deng Group May 2010 - July 2010
Galkin Automated Products May 2005 - December 2005
Destiny Funding Mortgage Company July 2004 - September 2004
Morgan Stanley June 2000 - August 2000
Skills
Matlab, Inventor, Engineering, CAD, Mechanical Engineering, Solidworks, Labview, Microsoft Office, Python, Linux, OS X, Arduino, MSP430, Visual C#, C++ Language, 3D Printing, CNC operation, Autonomous Vehicles, Team Leadership, Analysis, Technical Writing, Technical Support, Emerging Technologies, Teamwork, C++, Pspice, HTML, Testing, C, Java, Programming, JavaScript, Embedded Systems, CSS, Mathematical Modeling, Software Engineering, Integration, SQL, High Performance..., Microsoft Excel, MySQL, Troubleshooting, Web Development, R, Photoshop, PSpice, Autodesk Inventor, SolidWorks, Data Analysis, Research
Education
Stony Brook University 2012 — 2013
Master's degree in Mechanical Engineering, Energy Technology and Mechatronics, 3.86
State University of New York at Stony Brook 2003 — 2012
Bachelor of Engineering (B.Eng.), Mechanical Engineering and Applied Mathematics and Statistics
Elwood- John Glenn
Accenture August 2013 - Present
Dyer Solutions LLC April 2010 - Present
SUNY SBU TLT Media Labs February 2013 - August 2013
The Omnicon Group, Inc. June 2012 - October 2012
SUNY SBU TLT Media Labs September 2011 - June 2012
Metal Industries Company, LTD June 2011 - August 2011
CEWIT Labs, Deng Group May 2010 - July 2010
Galkin Automated Products May 2005 - December 2005
Destiny Funding Mortgage Company July 2004 - September 2004
Morgan Stanley June 2000 - August 2000
Skills
Matlab, Inventor, Engineering, CAD, Mechanical Engineering, Solidworks, Labview, Microsoft Office, Python, Linux, OS X, Arduino, MSP430, Visual C#, C++ Language, 3D Printing, CNC operation, Autonomous Vehicles, Team Leadership, Analysis, Technical Writing, Technical Support, Emerging Technologies, Teamwork, C++, Pspice, HTML, Testing, C, Java, Programming, JavaScript, Embedded Systems, CSS, Mathematical Modeling, Software Engineering, Integration, SQL, High Performance..., Microsoft Excel, MySQL, Troubleshooting, Web Development, R, Photoshop, PSpice, Autodesk Inventor, SolidWorks, Data Analysis, Research
Education
Stony Brook University 2012 — 2013
Master's degree in Mechanical Engineering, Energy Technology and Mechatronics, 3.86
State University of New York at Stony Brook 2003 — 2012
Bachelor of Engineering (B.Eng.), Mechanical Engineering and Applied Mathematics and Statistics
Elwood- John Glenn
Raymond Goode's Morgan Stanley Experience January 2007 - December 2011
Job Client Service Group Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2007 - December 2011
Invesco Institutional September 2001 - June 2006
Merrill Lynch 1998 - 2001
Education
Strayer University (VA) 2004 — 2007
BBA, Business Administration
Morgan Stanley January 2007 - December 2011
Invesco Institutional September 2001 - June 2006
Merrill Lynch 1998 - 2001
Education
Strayer University (VA) 2004 — 2007
BBA, Business Administration
Dan Hu's Morgan Stanley Experience June 2015 - Present
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Deutsche Bank June 2014 - August 2014
QVT Financial LP June 2013 - August 2013
Education
Swarthmore College 2011 — 2015
Computer Science, Economics
The Thacher School 2007 — 2011
Morgan Stanley June 2015 - Present
Deutsche Bank June 2014 - August 2014
QVT Financial LP June 2013 - August 2013
Education
Swarthmore College 2011 — 2015
Computer Science, Economics
The Thacher School 2007 — 2011
Stephen Cash's Morgan Stanley Experience September 2000 - September 2010
Job Director, Intl Equity Finance at Barclays Capital
Industry Financial Services
Experience
Barclays Capital September 2010 - Present
Morgan Stanley September 2000 - September 2010
Skills
Bloomberg, Capital Markets, Derivatives, Equities, Fixed Income, Hedge Funds, Investment Banking, Prime Brokerage, Securities, Securities Lending, Series 63, Series 7, Trading
Education
State University of New York at Stony Brook 1987 — 1992
ba, Political Science
Barclays Capital September 2010 - Present
Morgan Stanley September 2000 - September 2010
Skills
Bloomberg, Capital Markets, Derivatives, Equities, Fixed Income, Hedge Funds, Investment Banking, Prime Brokerage, Securities, Securities Lending, Series 63, Series 7, Trading
Education
State University of New York at Stony Brook 1987 — 1992
ba, Political Science
Rich Fung's Morgan Stanley Experience January 2008 - June 2010
Job Project Manager for Alternative Investments Group at Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2010 - Present
Morgan Stanley January 2008 - June 2010
Citigroup - Smith Barney June 2005 - January 2008
Skills
Risk Management, Business Analysis, Project Delivery, Project Management, Software Project..., Stakeholder Management, Requirements Gathering, Financial Services, Data Analysis
Education
SUNY Stony Brook
Bachelor of Science (BS), Business, Management, Economics
Merrill Lynch June 2010 - Present
Morgan Stanley January 2008 - June 2010
Citigroup - Smith Barney June 2005 - January 2008
Skills
Risk Management, Business Analysis, Project Delivery, Project Management, Software Project..., Stakeholder Management, Requirements Gathering, Financial Services, Data Analysis
Education
SUNY Stony Brook
Bachelor of Science (BS), Business, Management, Economics
Gregory Tirpak's Morgan Stanley Experience March 1996 - January 1999
Job Transportation/Logistics
Industry Transportation/Trucking/Railroad
Experience
Berger Transfer March 2007 - April 2012
Jabbour and Randolph Corporate March 2001 - September 2007
Morgan Stanley March 1996 - January 1999
Education
Susquehanna University 1985 — 1989
Bachelor of Arts (B.A.), Economics
Wardlaw Hartridge 1982 — 1985
Berger Transfer March 2007 - April 2012
Jabbour and Randolph Corporate March 2001 - September 2007
Morgan Stanley March 1996 - January 1999
Education
Susquehanna University 1985 — 1989
Bachelor of Arts (B.A.), Economics
Wardlaw Hartridge 1982 — 1985
Jiho Jay Jang's Morgan Stanley Experience July 2008 - August 2008
Job BA Candidate at Swarthmore College
Industry Financial Services
Experience
ISI Group (currently Evercore ISI) July 2014 - September 2014
Merrill Lynch Wealth Management May 2014 - July 2014
Habitat for Humanity Korea Headquarters June 2013 - August 2013
United Nations Command Security Battalion - Joint Security Area August 2011 - May 2013
SK Broadband June 2009 - July 2009
Morgan Stanley July 2008 - August 2008
Skills
Data Analysis, Critical Thinking, Stata, Economics
Education
Swarthmore College 2010 — 2016
Bachelor of Arts, Economics and Political Science (Honors Program)
Korean Minjok Leadership Academy 2007 — 2010
High School
ISI Group (currently Evercore ISI) July 2014 - September 2014
Merrill Lynch Wealth Management May 2014 - July 2014
Habitat for Humanity Korea Headquarters June 2013 - August 2013
United Nations Command Security Battalion - Joint Security Area August 2011 - May 2013
SK Broadband June 2009 - July 2009
Morgan Stanley July 2008 - August 2008
Skills
Data Analysis, Critical Thinking, Stata, Economics
Education
Swarthmore College 2010 — 2016
Bachelor of Arts, Economics and Political Science (Honors Program)
Korean Minjok Leadership Academy 2007 — 2010
High School
Alfredo Viegas's Morgan Stanley Experience January 1991 - September 1992
Job Managing Director at Nomura Securities
Industry Financial Services
Experience
Nomura Securities November 2012 - Present
KCG Holdings, Inc. August 2009 - October 2012
Tiedemann Investment Group June 2006 - March 2009
Advent Capital Management July 2003 - May 2006
Tradition December 2001 - April 2003
Clemente Capital July 2000 - September 2001
Stratos advisors and VZB Partners March 1995 - March 2000
Salomon Brothers September 1992 - March 1995
Morgan Stanley January 1991 - September 1992
Cambridge Associates June 1990 - January 1991
Skills
Hedge Funds, Financial Analysis, Trading, Money Management, Research, Equities, Portfolio Management, Equity Research, Emerging Markets, Mutual Funds
Education
Wesleyan University 1986 — 1990
Bachelor of Arts (B.A.), classics and history
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA)
Swinburne University of Technology
Master's Degree, Astrophysics
Nomura Securities November 2012 - Present
KCG Holdings, Inc. August 2009 - October 2012
Tiedemann Investment Group June 2006 - March 2009
Advent Capital Management July 2003 - May 2006
Tradition December 2001 - April 2003
Clemente Capital July 2000 - September 2001
Stratos advisors and VZB Partners March 1995 - March 2000
Salomon Brothers September 1992 - March 1995
Morgan Stanley January 1991 - September 1992
Cambridge Associates June 1990 - January 1991
Skills
Hedge Funds, Financial Analysis, Trading, Money Management, Research, Equities, Portfolio Management, Equity Research, Emerging Markets, Mutual Funds
Education
Wesleyan University 1986 — 1990
Bachelor of Arts (B.A.), classics and history
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA)
Swinburne University of Technology
Master's Degree, Astrophysics
Lawson Chen's Morgan Stanley Experience February 2005 - April 2014
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley February 2005 - April 2014
J.P. Morgan September 2003 - February 2005
Morgan Stanley October 2000 - June 2002
Morgan Stanley November 1999 - October 2000
Skills
MS Excel Pivot Tables, MS Excel Vlookup, MS Words, MS Excel Formula, MS Access
Education
Stony Brook University 2005 — 2008
Bachelor's degree, Business Administration and Management, General
Morgan Stanley February 2005 - April 2014
J.P. Morgan September 2003 - February 2005
Morgan Stanley October 2000 - June 2002
Morgan Stanley November 1999 - October 2000
Skills
MS Excel Pivot Tables, MS Excel Vlookup, MS Words, MS Excel Formula, MS Access
Education
Stony Brook University 2005 — 2008
Bachelor's degree, Business Administration and Management, General
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS