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
Scott Dittmeier Scott Dittmeier's Morgan Stanley Experience June 2011 - July 2015
Job Equity Swaps Sales at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2015 - Present
Morgan Stanley June 2011 - July 2015
Internet Consulting Services -- SIDEARM Sports September 2009 - May 2011
Morgan Stanley June 2010 - August 2010
Depository Trust and Clearing Corporation June 2008 - August 2008
Eagle Oaks Golf Club March 2002 - June 2007
Skills
Outlook, PowerPoint, Excel, Access, Web Design, Web Development, Web Services, Teamwork, Customer Relations, Technical Analysis, Time Management, MS Project, Project Portfolio..., Photoshop, HTML + CSS
Education
Syracuse University 2007 — 2011
Bachelor of Science (BS), Information Managment and Technology
Syracuse University - Martin J. Whitman School of Management 2007 — 2011
Bachelor of Science (BS), Finance
Christian Brothers Academy 2003 — 2007
High School
Bank of America Merrill Lynch July 2015 - Present
Morgan Stanley June 2011 - July 2015
Internet Consulting Services -- SIDEARM Sports September 2009 - May 2011
Morgan Stanley June 2010 - August 2010
Depository Trust and Clearing Corporation June 2008 - August 2008
Eagle Oaks Golf Club March 2002 - June 2007
Skills
Outlook, PowerPoint, Excel, Access, Web Design, Web Development, Web Services, Teamwork, Customer Relations, Technical Analysis, Time Management, MS Project, Project Portfolio..., Photoshop, HTML + CSS
Education
Syracuse University 2007 — 2011
Bachelor of Science (BS), Information Managment and Technology
Syracuse University - Martin J. Whitman School of Management 2007 — 2011
Bachelor of Science (BS), Finance
Christian Brothers Academy 2003 — 2007
High School
Eric Grant Eric Grant's Morgan Stanley Experience March 2004 - August 2009
Job Director at JMP Securities
Industry Investment Banking
Experience
JMP Securities April 2013 - Present
Sterne Agee August 2011 - February 2013
Zazove Associates, LLC September 2009 - July 2011
Morgan Stanley March 2004 - August 2009
Bank One April 2003 - March 2004
Thomas Weisel Partners January 2000 - March 2003
CIBC World Markets January 1999 - January 2000
Lombardi & Co July 1997 - December 1998
Cuttone & Co. June 1996 - June 1997
Lehman Brothers 1995 - 1995
Skills
Investment Banking, Capital Markets, Equities, Valuation, Hedge Funds, Financial Modeling, Equity Research, Corporate Finance, Fixed Income, Asset Management, Securities, Bloomberg, Trading, Alternative Investments, Portfolio Management, Derivatives, Options, Investments, Equity Derivatives, Series 7, Equity Trading, Convertible Bonds
Education
Syracuse University 1992 — 1996
Bachelor of Science (BS), Political Science and Government
Browning 1989 — 1992
Saint Davids 1979 — 1988
JMP Securities April 2013 - Present
Sterne Agee August 2011 - February 2013
Zazove Associates, LLC September 2009 - July 2011
Morgan Stanley March 2004 - August 2009
Bank One April 2003 - March 2004
Thomas Weisel Partners January 2000 - March 2003
CIBC World Markets January 1999 - January 2000
Lombardi & Co July 1997 - December 1998
Cuttone & Co. June 1996 - June 1997
Lehman Brothers 1995 - 1995
Skills
Investment Banking, Capital Markets, Equities, Valuation, Hedge Funds, Financial Modeling, Equity Research, Corporate Finance, Fixed Income, Asset Management, Securities, Bloomberg, Trading, Alternative Investments, Portfolio Management, Derivatives, Options, Investments, Equity Derivatives, Series 7, Equity Trading, Convertible Bonds
Education
Syracuse University 1992 — 1996
Bachelor of Science (BS), Political Science and Government
Browning 1989 — 1992
Saint Davids 1979 — 1988
Christine Paul Christine Paul's Morgan Stanley Experience May 2004 - June 2006
Job Owner at Christine Paul Events
Industry Events Services
Experience
Christine Paul Events June 2006 - Present
Morgan Stanley May 2004 - June 2006
Skills
Corporate Events, Event Management, Parties, Weddings, Social Media, Event Planning, Entrepreneurship, Financial Modeling, Budgets, Advertising, Entertainment, Live Events, Marketing Communications, Marketing Strategy, Social Media Marketing, Trade Shows
Education
Syracuse University 2000 — 2004
Bachelor of Science, Major in Speech Communications with a dual minor in Psychology and Public Communications
Christine Paul Events June 2006 - Present
Morgan Stanley May 2004 - June 2006
Skills
Corporate Events, Event Management, Parties, Weddings, Social Media, Event Planning, Entrepreneurship, Financial Modeling, Budgets, Advertising, Entertainment, Live Events, Marketing Communications, Marketing Strategy, Social Media Marketing, Trade Shows
Education
Syracuse University 2000 — 2004
Bachelor of Science, Major in Speech Communications with a dual minor in Psychology and Public Communications
Anthony Sakovich Anthony Sakovich's Morgan Stanley Experience 1998 - 2008
Job Consultant/Author/Creator of the DRIVOR Online Marketing Platform
Industry Marketing and Advertising
Experience
eMotion Digital Media January 2012 - Present
eMotion Digital Media 2012 - Present
PyraMedia, Inc September 2011 - January 2012
Morgan Stanley 1998 - 2008
Morgan Stanley 1998 - 2008
The Tampa Tribune 1993 - 1997
Skills
Art Direction, Creative Development, Creative Strategy, Brand Development, Creative Direction, Media analysis, Media Planning, Public Speaking, Business Strategy, Strategy, Online Advertising, SEO, Online Marketing, Digital Marketing, Copywriting, Digital Strategy, Integrated Marketing, Blogging, Content Development, Marketing, Marketing Strategy, Social Media Marketing, Management, Social Media
Education
University of New Hampshire 1983 — 1986
Mass Communication/Anthropology
Syracuse University 1981 — 1983
Anthropology
Northfield-Mount Hermon 1979 — 1981
High School
eMotion Digital Media January 2012 - Present
eMotion Digital Media 2012 - Present
PyraMedia, Inc September 2011 - January 2012
Morgan Stanley 1998 - 2008
Morgan Stanley 1998 - 2008
The Tampa Tribune 1993 - 1997
Skills
Art Direction, Creative Development, Creative Strategy, Brand Development, Creative Direction, Media analysis, Media Planning, Public Speaking, Business Strategy, Strategy, Online Advertising, SEO, Online Marketing, Digital Marketing, Copywriting, Digital Strategy, Integrated Marketing, Blogging, Content Development, Marketing, Marketing Strategy, Social Media Marketing, Management, Social Media
Education
University of New Hampshire 1983 — 1986
Mass Communication/Anthropology
Syracuse University 1981 — 1983
Anthropology
Northfield-Mount Hermon 1979 — 1981
High School
David Norton David Norton's Morgan Stanley Experience July 2010 - August 2011
Job Equity Research Associate
Industry Investment Banking
Experience
J.P. Morgan August 2011 - Present
Morgan Stanley July 2010 - August 2011
AIG Credit Smart August 2007 - July 2010
Temasek Holdings May 2009 - August 2009
Pennsylvania State Senate May 2008 - July 2008
Education
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
B.S., Finance, Accounting
CFA Institute 2010 — 2013
Trinity High School 2002 — 2006
J.P. Morgan August 2011 - Present
Morgan Stanley July 2010 - August 2011
AIG Credit Smart August 2007 - July 2010
Temasek Holdings May 2009 - August 2009
Pennsylvania State Senate May 2008 - July 2008
Education
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
B.S., Finance, Accounting
CFA Institute 2010 — 2013
Trinity High School 2002 — 2006
Keith I. Levitt, CFP® Keith I. Levitt, CFP®'s Morgan Stanley Experience February 2006 - February 2009
Job Senior Investment Consultant at Robert W. Baird & Co. / CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
Robert W. Baird & Co. February 2009 - Present
Morgan Stanley February 2006 - February 2009
Legg Mason March 1999 - February 2006
Skills
Retirement Planning, Portfolio Management, Wealth Management, Asset Allocation, Investments, Financial Services, Finance, Investment Advisory, Series 7, Mutual Funds, Series 63, Financial Planning, Insurance, Small Business
Education
Syracuse University - Martin J. Whitman School of Management 1988 — 1992
Bachelor of Science (B.S.), Marketing
Owings Mills High School 1983 — 1988
Diploma
Robert W. Baird & Co. February 2009 - Present
Morgan Stanley February 2006 - February 2009
Legg Mason March 1999 - February 2006
Skills
Retirement Planning, Portfolio Management, Wealth Management, Asset Allocation, Investments, Financial Services, Finance, Investment Advisory, Series 7, Mutual Funds, Series 63, Financial Planning, Insurance, Small Business
Education
Syracuse University - Martin J. Whitman School of Management 1988 — 1992
Bachelor of Science (B.S.), Marketing
Owings Mills High School 1983 — 1988
Diploma
Gregory DeMilio Gregory DeMilio's Morgan Stanley Experience May 2014 - Present
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2014 - Present
Tamarack Country Club April 2005 - Present
Morgan Stanley June 2013 - August 2013
Syracuse University August 2012 - May 2013
Syracuse University January 2012 - May 2013
University Recreation October 2010 - January 2013
Bayer HealthCare May 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Finance, Microsoft Word, Research
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2014
Masters of Accounting, Accounting
Syracuse University - Martin J. Whitman School of Management 2009 — 2013
Bachelor of Science, Finance and Accounting
Iona Preparatory School 2005 — 2009
High School Diploma, 3.8
Morgan Stanley May 2014 - Present
Tamarack Country Club April 2005 - Present
Morgan Stanley June 2013 - August 2013
Syracuse University August 2012 - May 2013
Syracuse University January 2012 - May 2013
University Recreation October 2010 - January 2013
Bayer HealthCare May 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Finance, Microsoft Word, Research
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2014
Masters of Accounting, Accounting
Syracuse University - Martin J. Whitman School of Management 2009 — 2013
Bachelor of Science, Finance and Accounting
Iona Preparatory School 2005 — 2009
High School Diploma, 3.8
Doug Wismer Doug Wismer's Morgan Stanley Experience July 1999 - August 2002
Job Sr. Team Leader Middleware
Industry Computer Software
Experience
Ellucian December 2003 - Present
USCO Logistics February 2003 - November 2003
Morgan Stanley July 1999 - August 2002
Skills
Windows, Linux, Customer Relations, Solaris, Unix, Oracle Application..., Oracle Fusion Middleware, Weblogic Administration, LDAP Administration, Sun Directory Server, SunOne, Red Hat Linux, Mobile Applications, Mobile Technology, Veritas, VMware Infrastructure, Customer Service, Enterprise Software, Business Intelligence, Web Services, Database Administration, HP-UX, Disaster Recovery, Integration, Software Development, Management, Program Management, Business Analysis, Software Project...
Education
Syracuse University 1982 — 1986
BA, Economics and Political Science
Wahconah Regional High School, Dalton MA 1978 — 1982
College Prep
Ellucian December 2003 - Present
USCO Logistics February 2003 - November 2003
Morgan Stanley July 1999 - August 2002
Skills
Windows, Linux, Customer Relations, Solaris, Unix, Oracle Application..., Oracle Fusion Middleware, Weblogic Administration, LDAP Administration, Sun Directory Server, SunOne, Red Hat Linux, Mobile Applications, Mobile Technology, Veritas, VMware Infrastructure, Customer Service, Enterprise Software, Business Intelligence, Web Services, Database Administration, HP-UX, Disaster Recovery, Integration, Software Development, Management, Program Management, Business Analysis, Software Project...
Education
Syracuse University 1982 — 1986
BA, Economics and Political Science
Wahconah Regional High School, Dalton MA 1978 — 1982
College Prep
Keegan Crowley Keegan Crowley's Morgan Stanley Experience June 2013 - June 2015
Job Account Coordinator at CHANEL
Industry Financial Services
Experience
CHANEL June 2015 - Present
Morgan Stanley June 2013 - June 2015
Syracuse University Tutoring and Study Center August 2011 - May 2013
Morgan Stanley May 2012 - August 2012
Mulberry Project Inc May 2011 - August 2011
Costello Law Office December 2009 - January 2011
Skills
Public Relations, Event Planning, Social Media Marketing, Microsoft Office, Microsoft Excel, PowerPoint, Research, Customer Service, Tutoring, Public Speaking, Social Media, Microsoft Word, Networking
Education
Syracuse University 2009 — 2013
Bachelor of Arts (B.A.), Economics & Political Science
Brattleboro Union High School 2005 — 2009
CHANEL June 2015 - Present
Morgan Stanley June 2013 - June 2015
Syracuse University Tutoring and Study Center August 2011 - May 2013
Morgan Stanley May 2012 - August 2012
Mulberry Project Inc May 2011 - August 2011
Costello Law Office December 2009 - January 2011
Skills
Public Relations, Event Planning, Social Media Marketing, Microsoft Office, Microsoft Excel, PowerPoint, Research, Customer Service, Tutoring, Public Speaking, Social Media, Microsoft Word, Networking
Education
Syracuse University 2009 — 2013
Bachelor of Arts (B.A.), Economics & Political Science
Brattleboro Union High School 2005 — 2009
Matthew Zacher Matthew Zacher's Morgan Stanley Experience 2003 - 2010
Job Strategic Planning, Business Solutions and Financial Mgmt
Industry Financial Services
Experience
Merrill Lynch 2010 - 2013
Morgan Stanley 2003 - 2010
Applied Materials 2002 - 2003
Applied Materials 2001 - 2002
US Army 1998 - 2000
US Army 1997 - 1998
3-22 IN 1994 - 1997
Skills
Strategy, Management, Investments, Portfolio Management, Financial Services, Financial Analysis, Business Planning, Strategic Planning, New Business Development, Leadership, Budgets, Process Improvement, Team Leadership, Team Management, Finance, Sales, Policy, Risk Management, Training, Change Management, Series 7, Team Building, Strategic Financial...
Education
United States Military Academy at West Point 1989 — 1993
Bachelor of Science (BS), Life Sciences
Syracuse University 1988 — 1989
Biology, General
Livonia Central School 1980 — 1988
Diploma, General Education
Merrill Lynch 2010 - 2013
Morgan Stanley 2003 - 2010
Applied Materials 2002 - 2003
Applied Materials 2001 - 2002
US Army 1998 - 2000
US Army 1997 - 1998
3-22 IN 1994 - 1997
Skills
Strategy, Management, Investments, Portfolio Management, Financial Services, Financial Analysis, Business Planning, Strategic Planning, New Business Development, Leadership, Budgets, Process Improvement, Team Leadership, Team Management, Finance, Sales, Policy, Risk Management, Training, Change Management, Series 7, Team Building, Strategic Financial...
Education
United States Military Academy at West Point 1989 — 1993
Bachelor of Science (BS), Life Sciences
Syracuse University 1988 — 1989
Biology, General
Livonia Central School 1980 — 1988
Diploma, General Education
Judith Diamond Judith Diamond's Morgan Stanley Experience 2004 - October 2010
Job Senior Vice President at Citi
Industry Financial Services
Experience
Citi September 2012 - Present
Societe Generale October 2010 - September 2012
Morgan Stanley 2004 - October 2010
Atlantic Southeast Airlines 1999 - 2004
CIBC Oppenheimer 1995 - 1997
Barclays BZW 1993 - 1995
Merrill Lynch 1993 - 1993
IBM 1989 - 1991
Skills
Derivatives, Business Analysis, Risk Management, Banking, Trading Systems, Investment Banking, Analysis, Equities, Fixed Income, Sybase, Prime Brokerage, Credit Derivatives, Capital Markets, Electronic Trading, Equity Derivatives
Education
Syracuse University 1989 — 1991
MS, Computer Engineering
University at Albany, SUNY 1983 — 1987
BS, Computer Science, Physics
Citi September 2012 - Present
Societe Generale October 2010 - September 2012
Morgan Stanley 2004 - October 2010
Atlantic Southeast Airlines 1999 - 2004
CIBC Oppenheimer 1995 - 1997
Barclays BZW 1993 - 1995
Merrill Lynch 1993 - 1993
IBM 1989 - 1991
Skills
Derivatives, Business Analysis, Risk Management, Banking, Trading Systems, Investment Banking, Analysis, Equities, Fixed Income, Sybase, Prime Brokerage, Credit Derivatives, Capital Markets, Electronic Trading, Equity Derivatives
Education
Syracuse University 1989 — 1991
MS, Computer Engineering
University at Albany, SUNY 1983 — 1987
BS, Computer Science, Physics
Connor Murphy's Morgan Stanley Experience June 2015 - August 2015
Job Student at Syracuse University
Industry Financial Services
Experience
Morgan Stanley June 2015 - August 2015
New York Mets May 2014 - August 2014
Bethpage Federal Credit Union May 2013 - August 2013
Congressman Steve Israel Campaign Team May 2012 - August 2012
Skills
Access, Banking, Social Media, Research, Event Planning, Customer Service, Microsoft Word, Economics, Microsoft Excel, Microsoft Office, Social Networking, Public Speaking, Leadership, PowerPoint, Facebook, Time Management
Education
Syracuse University 2012 — 2016
Syracuse University - Martin J. Whitman School of Management 2012 — 2016
Finance and Entrepreneurship
Northport High School 2008 — 2012
Morgan Stanley June 2015 - August 2015
New York Mets May 2014 - August 2014
Bethpage Federal Credit Union May 2013 - August 2013
Congressman Steve Israel Campaign Team May 2012 - August 2012
Skills
Access, Banking, Social Media, Research, Event Planning, Customer Service, Microsoft Word, Economics, Microsoft Excel, Microsoft Office, Social Networking, Public Speaking, Leadership, PowerPoint, Facebook, Time Management
Education
Syracuse University 2012 — 2016
Syracuse University - Martin J. Whitman School of Management 2012 — 2016
Finance and Entrepreneurship
Northport High School 2008 — 2012
Allison Weis Allison Weis's Morgan Stanley Experience August 2005 - Present
Job Executive Director, Human Resources at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2005 - Present
Skills
Employee Relations, Human Resources, Succession Planning, Fixed Income, Onboarding, Personnel Management, Strategic Planning, Talent Acquisition, Talent Management, Employee Benefits, Employee Engagement
Education
Syracuse University 2001 — 2005
Bachelor's degree, Marketing
Morgan Stanley August 2005 - Present
Skills
Employee Relations, Human Resources, Succession Planning, Fixed Income, Onboarding, Personnel Management, Strategic Planning, Talent Acquisition, Talent Management, Employee Benefits, Employee Engagement
Education
Syracuse University 2001 — 2005
Bachelor's degree, Marketing
Alex Perlberg Alex Perlberg's Morgan Stanley Experience February 2009 - April 2013
Job Wealth Manager, CMFC®, at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS April 2013 - Present
Morgan Stanley February 2009 - April 2013
Education
Syracuse University 2003 — 2007
B.S.
Columbia High School
UBS April 2013 - Present
Morgan Stanley February 2009 - April 2013
Education
Syracuse University 2003 — 2007
B.S.
Columbia High School
Christina Delfino Christina Delfino's Morgan Stanley Experience October 2015 - Present
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2015 - Present
Direxion Investments February 2014 - September 2015
MainStay Investments/New York Life January 2011 - February 2014
MainStay Investments/New York Life December 2009 - January 2011
MainStay Investments/New York Life January 2006 - November 2009
Skills
Series 7, Series 66, Series 24, Mutual Funds, Wealth Management, Separately Managed..., Retirement Planning, Investments, Series 63, Uniform Combined State..., Asset Allocation, Fixed Annuities, Alternative Investments, Retirement, Securities, Asset Management, Financial Advisory
Education
Syracuse University 2000 — 2004
BA, Economics
Morgan Stanley October 2015 - Present
Direxion Investments February 2014 - September 2015
MainStay Investments/New York Life January 2011 - February 2014
MainStay Investments/New York Life December 2009 - January 2011
MainStay Investments/New York Life January 2006 - November 2009
Skills
Series 7, Series 66, Series 24, Mutual Funds, Wealth Management, Separately Managed..., Retirement Planning, Investments, Series 63, Uniform Combined State..., Asset Allocation, Fixed Annuities, Alternative Investments, Retirement, Securities, Asset Management, Financial Advisory
Education
Syracuse University 2000 — 2004
BA, Economics
Choni Brinkley's Morgan Stanley Experience February 2006 - February 2008
Job Marketing Strategist I B2B Marketing Specialist I Notre Dame MBA '14
Industry Marketing and Advertising
Experience
Independent Consultant January 2015 - Present
Nestlé Purina North America May 2013 - August 2013
Marketing & Communications Consultant 2008 - August 2012
Morgan Stanley February 2006 - February 2008
Merrill Lynch April 2004 - November 2005
The Chisholm-Mingo Group 2001 - 2003
Ruder Finn 2000 - 2001
Skills
Marketing Communications, Brand Management, Marketing, Media Relations, Integrated Marketing, Public Relations, Marketing Strategy, Social Media Marketing, Corporate Communications, Social Media, Advertising, Digital Media, CRM, Internal Communications, Strategic Communications, Asset Management, Direct Marketing, Nielsen Nitro, Presentations, Marketing Analytics, Diversity & Inclusion..., Mobile Advertising, Mobile Marketing, Marketing Strate
Education
University of Notre Dame - Mendoza College of Business 2012 — 2014
Master of Business Administration (MBA)
Syracuse University 1996 — 2000
BS, Public Relations - S.I. Newhouse School of Public Communication
Germantown Friends School 1983 — 1996
Independent Consultant January 2015 - Present
Nestlé Purina North America May 2013 - August 2013
Marketing & Communications Consultant 2008 - August 2012
Morgan Stanley February 2006 - February 2008
Merrill Lynch April 2004 - November 2005
The Chisholm-Mingo Group 2001 - 2003
Ruder Finn 2000 - 2001
Skills
Marketing Communications, Brand Management, Marketing, Media Relations, Integrated Marketing, Public Relations, Marketing Strategy, Social Media Marketing, Corporate Communications, Social Media, Advertising, Digital Media, CRM, Internal Communications, Strategic Communications, Asset Management, Direct Marketing, Nielsen Nitro, Presentations, Marketing Analytics, Diversity & Inclusion..., Mobile Advertising, Mobile Marketing, Marketing Strate
Education
University of Notre Dame - Mendoza College of Business 2012 — 2014
Master of Business Administration (MBA)
Syracuse University 1996 — 2000
BS, Public Relations - S.I. Newhouse School of Public Communication
Germantown Friends School 1983 — 1996
Nick Massaro Nick Massaro's Morgan Stanley Experience February 2010 - July 2011
Job Trader Assistant at Bank of America
Industry Banking
Experience
Bank of America July 2013 - Present
Royal Bank of Scotland July 2011 - July 2013
Morgan Stanley February 2010 - July 2011
Morgan Stanley March 2008 - February 2009
M&T Bank June 2005 - January 2008
Skills
Derivatives, Bloomberg, Interest Rate..., Equity Derivatives, Financial Analysis, Middle Office, Risk Management, Trading, Fixed Income, Hedge Funds, Bonds, Alternative Investments, Options, Equities, Finance
Education
Syracuse University 2001 — 2005
Bachelor of Science (BS), Finance, General
Bank of America July 2013 - Present
Royal Bank of Scotland July 2011 - July 2013
Morgan Stanley February 2010 - July 2011
Morgan Stanley March 2008 - February 2009
M&T Bank June 2005 - January 2008
Skills
Derivatives, Bloomberg, Interest Rate..., Equity Derivatives, Financial Analysis, Middle Office, Risk Management, Trading, Fixed Income, Hedge Funds, Bonds, Alternative Investments, Options, Equities, Finance
Education
Syracuse University 2001 — 2005
Bachelor of Science (BS), Finance, General
Leah Elizabeth Richards, MBA's Morgan Stanley Experience May 2009 - September 2010
Job Import Manager, Outerstuff LLC
Industry Retail
Experience
Outerstuff, Ltd June 2014 - Present
Bergen Logistics January 2013 - May 2014
Perfect Retention/Sher Del Transfer July 2012 - December 2012
ideeli May 2012 - June 2012
Scoop NYC January 2011 - April 2011
The Fabulous Report August 2009 - October 2010
Morgan Stanley May 2009 - September 2010
Skills
Marketing Strategy, E-commerce, Event Planning, Project Management, Business Analysis, Social Media Marketing, SEO, Team Leadership, Fashion, Operations Management, Marketing, Management, Copywriting, Customer Service, Marketing Communications, Advertising, Social Media, Market Research, Social Networking, Retail, CRM, Online Marketing, Competitive Analysis, Training, Analysis, Budgets, Public Relations, Time Management, PowerPoint, Account Management, Recruiting
Education
LIM College 2010 — 2011
MBA, Fashion Management
Syracuse University
B.S., Information Management & Technology
Outerstuff, Ltd June 2014 - Present
Bergen Logistics January 2013 - May 2014
Perfect Retention/Sher Del Transfer July 2012 - December 2012
ideeli May 2012 - June 2012
Scoop NYC January 2011 - April 2011
The Fabulous Report August 2009 - October 2010
Morgan Stanley May 2009 - September 2010
Skills
Marketing Strategy, E-commerce, Event Planning, Project Management, Business Analysis, Social Media Marketing, SEO, Team Leadership, Fashion, Operations Management, Marketing, Management, Copywriting, Customer Service, Marketing Communications, Advertising, Social Media, Market Research, Social Networking, Retail, CRM, Online Marketing, Competitive Analysis, Training, Analysis, Budgets, Public Relations, Time Management, PowerPoint, Account Management, Recruiting
Education
LIM College 2010 — 2011
MBA, Fashion Management
Syracuse University
B.S., Information Management & Technology
Jason Mingelgreen, CFA's Morgan Stanley Experience June 2004 - April 2007
Job Vice President Barclays
Industry Financial Services
Experience
Wealth and Investment Management at Barclays April 2012 - Present
Neuberger Berman April 2007 - April 2012
Morgan Stanley June 2004 - April 2007
Education
Syracuse University 2000 — 2004
B.S., Finance, Broadcast Journalism
Wealth and Investment Management at Barclays April 2012 - Present
Neuberger Berman April 2007 - April 2012
Morgan Stanley June 2004 - April 2007
Education
Syracuse University 2000 — 2004
B.S., Finance, Broadcast Journalism
Zachary Lungo Zachary Lungo's Morgan Stanley Experience September 2010 - March 2011
Job Product Manager at Greenwich Associates
Industry Financial Services
Experience
Greenwich Associates March 2011 - Present
Morgan Stanley September 2010 - March 2011
AXA Equitable September 2008 - December 2008
Zurich Financial Services May 2008 - August 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Data Analysis, Microsoft Word, Financial Analysis, Research, Outlook, Financial Services, Bloomberg Terminal, Fixed Income, Foreign Exchange, Global Marketing
Education
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
Bachelors of Science, Double Major: Finance; Entrepreneurship & Emerging Enterprises
Weston High School 2003 — 2006
Greenwich Associates March 2011 - Present
Morgan Stanley September 2010 - March 2011
AXA Equitable September 2008 - December 2008
Zurich Financial Services May 2008 - August 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Data Analysis, Microsoft Word, Financial Analysis, Research, Outlook, Financial Services, Bloomberg Terminal, Fixed Income, Foreign Exchange, Global Marketing
Education
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
Bachelors of Science, Double Major: Finance; Entrepreneurship & Emerging Enterprises
Weston High School 2003 — 2006
Jason Freydberg's Morgan Stanley Experience October 2011 - August 2012
Job Fixed Income Sales & Trading at Brean Capital
Industry Financial Services
Experience
Brean Capital October 2012 - Present
Odeon Capital Group LLC August 2012 - October 2012
Morgan Stanley October 2011 - August 2012
Deutsche Bank June 2010 - August 2010
Skills
Series 7, Series 63, Series 65
Education
Syracuse University 2007 — 2011
Brean Capital October 2012 - Present
Odeon Capital Group LLC August 2012 - October 2012
Morgan Stanley October 2011 - August 2012
Deutsche Bank June 2010 - August 2010
Skills
Series 7, Series 63, Series 65
Education
Syracuse University 2007 — 2011
Christopher Loftus Christopher Loftus's Morgan Stanley Experience June 2014 - Present
Job Operations Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Morgan Stanley June 2013 - August 2013
American Diabetes Association January 2013 - June 2013
Skills
Foreign Policy, International Relations, Diplomacy, Public Diplomacy, International Security, Foreign Affairs, International..., Political Science, Politics, Policy Analysis, Human Rights, NGOs, Economics, Labor Economics, Public Economics, Strategic Consulting, Research, Community Outreach, Microsoft Excel, PowerPoint, Public Speaking
Education
Syracuse University 2010 — 2014
Bachelor of Arts (B.A.), Public Policy and Economics
Morgan Stanley June 2014 - Present
Morgan Stanley June 2013 - August 2013
American Diabetes Association January 2013 - June 2013
Skills
Foreign Policy, International Relations, Diplomacy, Public Diplomacy, International Security, Foreign Affairs, International..., Political Science, Politics, Policy Analysis, Human Rights, NGOs, Economics, Labor Economics, Public Economics, Strategic Consulting, Research, Community Outreach, Microsoft Excel, PowerPoint, Public Speaking
Education
Syracuse University 2010 — 2014
Bachelor of Arts (B.A.), Public Policy and Economics
Eric Rosen Eric Rosen's Morgan Stanley Experience 1997 - 1999
Job IT Application Manager at Deutsche Bank
Industry Information Technology and Services
Experience
Deutsche Bank 2013 - Present
Siemens Healthcare 2007 - 2013
LMGraphix Inc January 2000 - January 2012
The Hackett Group 1999 - 2007
Morgan Stanley 1997 - 1999
Bank of America 1996 - 1997
Lockheed Martin 1993 - 1996
Skills
Project Management, Cross Functional Team..., Investment Banking, Vendor Management, Java, Team Leadership, Performance Testing..., J2EE Application..., Spring, Oracle, Agile Methodologies, Performance Tuning, Spring Framework, JMS, Healthcare Information..., Microsoft SQL Server, WebSphere, XML, Software Engineering, C/C++, JDBC, JSP development, JUnit, Eclipse, Clearc, OOAD, Kanb, MS SQL Server, TDD, Software Development, Scrum, Web Services, Requirements Analysis, Software Project...
Education
Syracuse University 1989 — 1993
Bachelor of Science (B.S.), Computer Science
Deutsche Bank 2013 - Present
Siemens Healthcare 2007 - 2013
LMGraphix Inc January 2000 - January 2012
The Hackett Group 1999 - 2007
Morgan Stanley 1997 - 1999
Bank of America 1996 - 1997
Lockheed Martin 1993 - 1996
Skills
Project Management, Cross Functional Team..., Investment Banking, Vendor Management, Java, Team Leadership, Performance Testing..., J2EE Application..., Spring, Oracle, Agile Methodologies, Performance Tuning, Spring Framework, JMS, Healthcare Information..., Microsoft SQL Server, WebSphere, XML, Software Engineering, C/C++, JDBC, JSP development, JUnit, Eclipse, Clearc, OOAD, Kanb, MS SQL Server, TDD, Software Development, Scrum, Web Services, Requirements Analysis, Software Project...
Education
Syracuse University 1989 — 1993
Bachelor of Science (B.S.), Computer Science
Devanshi Tripathi Devanshi Tripathi's Morgan Stanley Experience July 2013 - August 2015
Job Anthropology and English & Textual Studies Major
Industry Hospital & Health Care
Experience
Morgan Stanley July 2013 - August 2015
C & C Affordable June 2012 - August 2012
Child Welfare League of America May 2010 - August 2010
Idaho Children's Trust Fund May 2009 - August 2009
Skills
Research, Policy, Statistics, Leadership, Management, Microsoft Excel, Program Management, Access, Healthcare, PowerPoint, Customer Service, Public Health, Policy Analysis, Event Planning
Education
CUNY Hunter School of Public Health
Master's degree, Public Health, Community Health Education
Syracuse University 2008 — 2012
B.A, Majors: Anthropology, English and Textual Studies; Minor: Medical Anthropology
Morgan Stanley July 2013 - August 2015
C & C Affordable June 2012 - August 2012
Child Welfare League of America May 2010 - August 2010
Idaho Children's Trust Fund May 2009 - August 2009
Skills
Research, Policy, Statistics, Leadership, Management, Microsoft Excel, Program Management, Access, Healthcare, PowerPoint, Customer Service, Public Health, Policy Analysis, Event Planning
Education
CUNY Hunter School of Public Health
Master's degree, Public Health, Community Health Education
Syracuse University 2008 — 2012
B.A, Majors: Anthropology, English and Textual Studies; Minor: Medical Anthropology
Neal Barrett Neal Barrett's Morgan Stanley Experience 2005 - 2008
Job Associate Vice President, FX Trading
Industry Investment Management
Experience
A.G. Bisset Associates, LLC 2013 - Present
A.G. Bisset Associates, LLC 2009 - 2013
RBS Markets and International Banking 2008 - 2009
Morgan Stanley 2005 - 2008
Skills
Fixed Income, Investments, Portfolio Management, Risk Management, Trading, Foreign Exchange Risk..., Foreign Exchange, Foreign Currency, Currency, Financial Analysis, Financial Modeling, Credit Derivatives, Finance, Management, FX Trading, Foreign Exchange...
Education
New York University - Leonard N. Stern School of Business 2015 — 2017
Master of Business Administration (MBA)
Syracuse University 2002 — 2006
BS, Finance
Syracuse University 2002 — 2006
BS, Marketing
A.G. Bisset Associates, LLC 2013 - Present
A.G. Bisset Associates, LLC 2009 - 2013
RBS Markets and International Banking 2008 - 2009
Morgan Stanley 2005 - 2008
Skills
Fixed Income, Investments, Portfolio Management, Risk Management, Trading, Foreign Exchange Risk..., Foreign Exchange, Foreign Currency, Currency, Financial Analysis, Financial Modeling, Credit Derivatives, Finance, Management, FX Trading, Foreign Exchange...
Education
New York University - Leonard N. Stern School of Business 2015 — 2017
Master of Business Administration (MBA)
Syracuse University 2002 — 2006
BS, Finance
Syracuse University 2002 — 2006
BS, Marketing
Nancy Wilson Brothers Nancy Wilson Brothers's Morgan Stanley Experience February 2002 - April 2004
Job Senior Managing Director at Aviation Finance Corporation
Industry Financial Services
Experience
Aviation Finance Corporation February 2015 - Present
Citi April 2004 - February 2015
Morgan Stanley February 2002 - April 2004
Merrill Lynch June 1998 - February 2002
CIBC World Markets September 1997 - June 1998
Oppenheimer & Co. Inc. September 1993 - September 1997
Lehman Brothers September 1991 - September 1993
Bankers Trust July 1988 - September 1991
Skills
Credit Trading, Loan Sales, Bank Specialist, Sourcing, Distressed Debt, Private Placements, Bankruptcy, High Yield Bonds, Private Equity, Trade Compliance, Syndications, Trading, Electronic Trading, Series 7, Series 63, Fixed Income
Education
Syracuse University 1983 — 1988
Bachelor of Arts (B.A.), Political Science and Government
Verona High School 1979 — 1983
High School
Aviation Finance Corporation February 2015 - Present
Citi April 2004 - February 2015
Morgan Stanley February 2002 - April 2004
Merrill Lynch June 1998 - February 2002
CIBC World Markets September 1997 - June 1998
Oppenheimer & Co. Inc. September 1993 - September 1997
Lehman Brothers September 1991 - September 1993
Bankers Trust July 1988 - September 1991
Skills
Credit Trading, Loan Sales, Bank Specialist, Sourcing, Distressed Debt, Private Placements, Bankruptcy, High Yield Bonds, Private Equity, Trade Compliance, Syndications, Trading, Electronic Trading, Series 7, Series 63, Fixed Income
Education
Syracuse University 1983 — 1988
Bachelor of Arts (B.A.), Political Science and Government
Verona High School 1979 — 1983
High School
Jean Stephann Dubois Jean Stephann Dubois's Morgan Stanley Experience June 2014 - August 2014
Job Data Manager at Avenues: The World School
Industry Information Technology and Services
Experience
Avenues: The World School July 2015 - Present
Syracuse University-Dulye & Co March 2014 - Present
Avenues: The World School May 2015 - July 2015
Syracuse University February 2012 - December 2014
The Story Project - Office of First Year and Transfer Program January 2011 - December 2014
Syracuse University -Office of first Year and Transfer Program January 2010 - December 2014
Morgan Stanley June 2014 - August 2014
Sponsors for Educational Opportunity March 2014 - June 2014
EMC January 2013 - July 2013
Syracuse University-Information Technology and Services January 2012 - December 2012
Skills
C++, Java, SQL, Microsoft Office, Unix, HTML, Customer Service, C, CSS, Matlab, VMware, Xcode, Problem Analysis, Linux, AJAX, Problem Solving, Haskell, MySQL, Leadership, Economic Development, Cultural Diversity, Business Analysis, Public Speaking, Strategic Planning, Technical Leadership, Professional Mentoring, Professional..., Diversity & Inclusion, Critical Thinking, Civic Engagement, Volunteering, Social Entrepreneurship, E-commerce, Mentoring, Business Strategy, Fundraising, Management Consulting, Microsoft Excel, Microsoft Word, PowerPoint
Education
Syracuse University 2010 — 2014
Bachelor's Degree, Computer Science, 3.47/4
Institution Saint Louis de Gonzague 2005 — 2009
High School, 3.1/4
Avenues: The World School July 2015 - Present
Syracuse University-Dulye & Co March 2014 - Present
Avenues: The World School May 2015 - July 2015
Syracuse University February 2012 - December 2014
The Story Project - Office of First Year and Transfer Program January 2011 - December 2014
Syracuse University -Office of first Year and Transfer Program January 2010 - December 2014
Morgan Stanley June 2014 - August 2014
Sponsors for Educational Opportunity March 2014 - June 2014
EMC January 2013 - July 2013
Syracuse University-Information Technology and Services January 2012 - December 2012
Skills
C++, Java, SQL, Microsoft Office, Unix, HTML, Customer Service, C, CSS, Matlab, VMware, Xcode, Problem Analysis, Linux, AJAX, Problem Solving, Haskell, MySQL, Leadership, Economic Development, Cultural Diversity, Business Analysis, Public Speaking, Strategic Planning, Technical Leadership, Professional Mentoring, Professional..., Diversity & Inclusion, Critical Thinking, Civic Engagement, Volunteering, Social Entrepreneurship, E-commerce, Mentoring, Business Strategy, Fundraising, Management Consulting, Microsoft Excel, Microsoft Word, PowerPoint
Education
Syracuse University 2010 — 2014
Bachelor's Degree, Computer Science, 3.47/4
Institution Saint Louis de Gonzague 2005 — 2009
High School, 3.1/4
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
Steve Gharibian Steve Gharibian's Morgan Stanley Experience June 1997 - Present
Job Windows Operations Team Lead and SQL Business Intelligence Developer
Industry Financial Services
Experience
Morgan Stanley June 1997 - Present
Republic National Bank October 1995 - June 1997
Republic National Bank October 1995 - June 1997
Masis Systems Inc. January 1994 - October 1995
Skills
Microsoft SQL Server, Business Intelligence, SSIS, SSRS, SSAS, OLAP, Microsoft Office, Splunk, BigFix, SCCM, SMS, Windows 7, EdgeSight, Windows XP Pro, Windows Server, Data Warehousing, Citrix, VMware ESX, VBScript, VSTO, Powershell, .NET, Visual Basic, ITIL, IT Operations Management, QlikView Development, QlikView, Software Asset..., IT Strategy, Sybase, Infrastructure, Troubleshooting, Analysis Services, SQL
Education
Syracuse University 1989 — 1993
B. Sc., Electrical Engineering
Paramus High School 1985 — 1989
Morgan Stanley June 1997 - Present
Republic National Bank October 1995 - June 1997
Republic National Bank October 1995 - June 1997
Masis Systems Inc. January 1994 - October 1995
Skills
Microsoft SQL Server, Business Intelligence, SSIS, SSRS, SSAS, OLAP, Microsoft Office, Splunk, BigFix, SCCM, SMS, Windows 7, EdgeSight, Windows XP Pro, Windows Server, Data Warehousing, Citrix, VMware ESX, VBScript, VSTO, Powershell, .NET, Visual Basic, ITIL, IT Operations Management, QlikView Development, QlikView, Software Asset..., IT Strategy, Sybase, Infrastructure, Troubleshooting, Analysis Services, SQL
Education
Syracuse University 1989 — 1993
B. Sc., Electrical Engineering
Paramus High School 1985 — 1989
Carlos Beato Carlos Beato's Morgan Stanley Experience September 2009 - March 2010
Job Senior Financial Analyst at NBCUniversal, Inc.
Industry Financial Services
Experience
NBCUniversal, Inc. October 2014 - Present
QBE the Americas January 2011 - September 2014
Samsung Electronics America March 2010 - January 2011
Morgan Stanley September 2009 - March 2010
Skills
Financial Modeling, Risk Management, Financial Analysis, PeopleSoft, SAS, Relationship Management, Underwriting, Finance, Pricing, Business Analysis, Data Analysis, Insurance, Analytics, Analysis, Process Improvement
Education
Syracuse University - Martin J. Whitman School of Management 2004 — 2008
Bachelor of Science (B.S.), Finance
York Preparatory School 2000 — 2004
NBCUniversal, Inc. October 2014 - Present
QBE the Americas January 2011 - September 2014
Samsung Electronics America March 2010 - January 2011
Morgan Stanley September 2009 - March 2010
Skills
Financial Modeling, Risk Management, Financial Analysis, PeopleSoft, SAS, Relationship Management, Underwriting, Finance, Pricing, Business Analysis, Data Analysis, Insurance, Analytics, Analysis, Process Improvement
Education
Syracuse University - Martin J. Whitman School of Management 2004 — 2008
Bachelor of Science (B.S.), Finance
York Preparatory School 2000 — 2004
Michael Chiltern Michael Chiltern's Morgan Stanley Experience August 2013 - Present
Job Producer/DP/Editor
Industry Broadcast Media
Experience
Morgan Stanley August 2013 - Present
Kinetic Pictures December 2006 - Present
Odyssey Networks July 2011 - May 2013
Robert Graham Designs, LLC. March 2004 - August 2012
Leopard Films August 2009 - November 2009
USTA 2004 - 2009
Powderhouse Productions May 2008 - October 2008
A3TV - The Nightlife Network March 2006 - July 2008
Banyan Productions June 2007 - October 2007
Brooklyn Independent Television May 2001 - August 2006
Skills
Final Cut Pro, Photoshop, Avid Media Composer, HDV, Camera, Lighting, Shooting, Microsoft Office, Avid, DV, HD, Video, Video Editing, XDCAM, HDCAM, Canon, Mac, Word, Post Production, Final Cut Studio, Compressor, HD Video, Producing, Documentaries, Video Production, Camera Operating, Film, Web Video, Reality, Non-linear Editing, Commercials, Cinematography, Directing, Multimedia
Education
Syracuse University 1995 — 1999
BA, Anthropology
Maine Media Workshops 1999 — 1999
Cinematography and Film/Video Production
NYU - School of Continuing and Professional Studies 2009 — 2011
Cinematography and Film/Video Production
Horace Greeley H.S. 1991 — 1995
H.S. Diploma
Morgan Stanley August 2013 - Present
Kinetic Pictures December 2006 - Present
Odyssey Networks July 2011 - May 2013
Robert Graham Designs, LLC. March 2004 - August 2012
Leopard Films August 2009 - November 2009
USTA 2004 - 2009
Powderhouse Productions May 2008 - October 2008
A3TV - The Nightlife Network March 2006 - July 2008
Banyan Productions June 2007 - October 2007
Brooklyn Independent Television May 2001 - August 2006
Skills
Final Cut Pro, Photoshop, Avid Media Composer, HDV, Camera, Lighting, Shooting, Microsoft Office, Avid, DV, HD, Video, Video Editing, XDCAM, HDCAM, Canon, Mac, Word, Post Production, Final Cut Studio, Compressor, HD Video, Producing, Documentaries, Video Production, Camera Operating, Film, Web Video, Reality, Non-linear Editing, Commercials, Cinematography, Directing, Multimedia
Education
Syracuse University 1995 — 1999
BA, Anthropology
Maine Media Workshops 1999 — 1999
Cinematography and Film/Video Production
NYU - School of Continuing and Professional Studies 2009 — 2011
Cinematography and Film/Video Production
Horace Greeley H.S. 1991 — 1995
H.S. Diploma
Benjamin Chuckrow Benjamin Chuckrow's Morgan Stanley Experience August 1997 - January 2001
Job Wells Fargo Advisors, LLC,Senior Vice President, Branch Manager, Saratoga Springs, NY
Industry Financial Services
Experience
Wells Fargo Advisors January 2001 - Present
Morgan Stanley August 1997 - January 2001
Paine Webber July 1994 - August 1997
Oppenheimer & Co. May 1987 - July 1994
Nathan & Lewis Securities February 1984 - May 1987
Dreyfus December 1983 - February 1985
Skills
Investments, Securities, Mutual Funds, Asset Allocation, Alternative Investments, Financial Advisory, Equities, Finance, Capital Markets, Hedge Funds, Private Equity, Derivatives, 401k, Options, High Net Worth..., Retirement Planning, Equity Trading, Insurance, Investment Strategies, Wealth Management..., Mergers, Venture Capital, Financial Services, Corporate Finance, estate planning services
Education
Syracuse University - Martin J. Whitman School of Management 1978 — 1982
BS, Marketing, Law & Public Policy, Economics
Niskayuna
Wells Fargo Advisors January 2001 - Present
Morgan Stanley August 1997 - January 2001
Paine Webber July 1994 - August 1997
Oppenheimer & Co. May 1987 - July 1994
Nathan & Lewis Securities February 1984 - May 1987
Dreyfus December 1983 - February 1985
Skills
Investments, Securities, Mutual Funds, Asset Allocation, Alternative Investments, Financial Advisory, Equities, Finance, Capital Markets, Hedge Funds, Private Equity, Derivatives, 401k, Options, High Net Worth..., Retirement Planning, Equity Trading, Insurance, Investment Strategies, Wealth Management..., Mergers, Venture Capital, Financial Services, Corporate Finance, estate planning services
Education
Syracuse University - Martin J. Whitman School of Management 1978 — 1982
BS, Marketing, Law & Public Policy, Economics
Niskayuna
Ben Lerner Ben Lerner's Morgan Stanley Experience July 2005 - June 2010
Job Morgan Stanley Leveraged & Acquisition Finance
Industry Investment Banking
Experience
Third Avenue Management June 2010 - Present
Morgan Stanley July 2005 - June 2010
Education
Syracuse University - Martin J. Whitman School of Management 2001 — 2005
BS, Finance & Marketing
Third Avenue Management June 2010 - Present
Morgan Stanley July 2005 - June 2010
Education
Syracuse University - Martin J. Whitman School of Management 2001 — 2005
BS, Finance & Marketing
Cheryl Grassmann Cheryl Grassmann's Morgan Stanley Experience November 2008 - May 2011
Job Associate Director at UBS
Industry Legal Services
Experience
UBS March 2012 - Present
Morgan Stanley November 2008 - May 2011
Barclays Capital November 1995 - December 2008
Citi June 1990 - September 1995
Syracuse University June 1979 - August 1989
Skills
Capital Markets, Credit, Mergers, Securities, Corporate Governance, Corporate Finance, Private Equity, AML, Derivatives, Asset Managment, Internal Audit, Insurance, Financial Services, Investment Banking, Credit Risk, Financial Risk, Financial Structuring, Risk Management, Banking, Corporate Law, Finance, Valuation, Hedge Funds, Structured Finance, Fixed Income, Financial Modeling, Emerging Markets, Financial Markets, Trading, Due Diligence, Equities, Securities Regulation
Education
Syracuse University
BA, International Relations
UBS March 2012 - Present
Morgan Stanley November 2008 - May 2011
Barclays Capital November 1995 - December 2008
Citi June 1990 - September 1995
Syracuse University June 1979 - August 1989
Skills
Capital Markets, Credit, Mergers, Securities, Corporate Governance, Corporate Finance, Private Equity, AML, Derivatives, Asset Managment, Internal Audit, Insurance, Financial Services, Investment Banking, Credit Risk, Financial Risk, Financial Structuring, Risk Management, Banking, Corporate Law, Finance, Valuation, Hedge Funds, Structured Finance, Fixed Income, Financial Modeling, Emerging Markets, Financial Markets, Trading, Due Diligence, Equities, Securities Regulation
Education
Syracuse University
BA, International Relations
Matt McClary's Morgan Stanley Experience January 2010 - October 2010
Job Music Business Manager & Consultant
Industry Music
Experience
MSM Management October 2010 - Present
The Source Magazine January 2012 - May 2014
PNC Radio December 2012 - March 2014
EMI Music Publishing August 2012 - September 2012
Morgan Stanley January 2010 - October 2010
Macquarie Group October 2009 - January 2010
McGladrey September 2008 - March 2009
Metropolitan YMCA Singapore May 2007 - August 2007
Skills
Music Industry, A&R, Social Media, Marketing, Music Management, Brand Development, Event Planning, Sponsorship, Talent Booking, Social Media Marketing, Promotions, Financial Analysis, Accounting, Budget Management, Budget Forecasts, Music
Education
Syracuse University - Martin J. Whitman School of Management 2003 — 2008
Bachelor's Degree, Dual Concentration - Accounting/Finance
MSM Management October 2010 - Present
The Source Magazine January 2012 - May 2014
PNC Radio December 2012 - March 2014
EMI Music Publishing August 2012 - September 2012
Morgan Stanley January 2010 - October 2010
Macquarie Group October 2009 - January 2010
McGladrey September 2008 - March 2009
Metropolitan YMCA Singapore May 2007 - August 2007
Skills
Music Industry, A&R, Social Media, Marketing, Music Management, Brand Development, Event Planning, Sponsorship, Talent Booking, Social Media Marketing, Promotions, Financial Analysis, Accounting, Budget Management, Budget Forecasts, Music
Education
Syracuse University - Martin J. Whitman School of Management 2003 — 2008
Bachelor's Degree, Dual Concentration - Accounting/Finance
Jason Lane Jason Lane's Morgan Stanley Experience May 2005 - December 2008
Job VP Investment Officer Wells Fargo Advisors LLC.
Industry Financial Services
Experience
Wells Fargo Advisors December 2011 - Present
Merrill Lynch December 2008 - September 2011
Morgan Stanley May 2005 - December 2008
Assent LLC December 2004 - May 2005
Skills
Investment Advisory, Equity Trading, Fixed Income Trading, Financial Advisory, Estate Planning, Wealth, Life Insurance, Fixed Annuities, Variable Annuities, Investments, Insurance, Loans, Wealth Management, Series 7, Alternative Investments, Securities, Asset Managment, Retirement Planning, Strategic Financial..., Equities, Asset Allocation, Portfolio Management, Retirement, Series 63, IRAs, Fixed Income, Asset Management, Investment Management, Mutual Funds, Investment Strategies, Trading, Finance, Hedge Funds, Bonds, Options, Financial Planners, Financial Services, Uniform Combined State..., Series 65, 401k, Private Equity, Valuation, Series 6, Capital Markets, ETFs, Investment Banking, Financial Planning, Corporate Strategy..., Management, Strategic Planning
Education
Syracuse University 1997 — 2001
BS, Information Management and Technology
Portledge School 1992 — 1996
Diploma, High School Diplomas and Certificates
Manorhaven School 1983 — 1989
Wells Fargo Advisors December 2011 - Present
Merrill Lynch December 2008 - September 2011
Morgan Stanley May 2005 - December 2008
Assent LLC December 2004 - May 2005
Skills
Investment Advisory, Equity Trading, Fixed Income Trading, Financial Advisory, Estate Planning, Wealth, Life Insurance, Fixed Annuities, Variable Annuities, Investments, Insurance, Loans, Wealth Management, Series 7, Alternative Investments, Securities, Asset Managment, Retirement Planning, Strategic Financial..., Equities, Asset Allocation, Portfolio Management, Retirement, Series 63, IRAs, Fixed Income, Asset Management, Investment Management, Mutual Funds, Investment Strategies, Trading, Finance, Hedge Funds, Bonds, Options, Financial Planners, Financial Services, Uniform Combined State..., Series 65, 401k, Private Equity, Valuation, Series 6, Capital Markets, ETFs, Investment Banking, Financial Planning, Corporate Strategy..., Management, Strategic Planning
Education
Syracuse University 1997 — 2001
BS, Information Management and Technology
Portledge School 1992 — 1996
Diploma, High School Diplomas and Certificates
Manorhaven School 1983 — 1989
Manila Southammavong Manila Southammavong's Morgan Stanley Experience February 2011 - Present
Job Project Coordinator at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley February 2011 - Present
Morgan Stanley Smith Barney July 2009 - November 2011
Students Center Programming Services September 2007 - January 2009
Skills
Project Management, Visio
Education
Syracuse University 2005 — 2009
Bachelor's, Information Management and Technology
Morgan Stanley February 2011 - Present
Morgan Stanley Smith Barney July 2009 - November 2011
Students Center Programming Services September 2007 - January 2009
Skills
Project Management, Visio
Education
Syracuse University 2005 — 2009
Bachelor's, Information Management and Technology
Sue Goodman Sue Goodman's Morgan Stanley Experience January 2010 - April 2012
Job Location Strategy Program Manager at Barclays
Industry Financial Services
Experience
Barclays June 2013 - Present
Morgan Stanley January 2010 - April 2012
Morgan Stanley September 2006 - December 2009
Credit Suisse Asset Management May 1997 - September 2000
Alliance Bernstein 1986 - 1997
reserve fund 1982 - 1986
Skills
Vendor Management, Operations Management, Budget, Change Management, P&L Responsibility, Expense Management, Risk Management, Project Management, Customer Service, Headcount Management, Headcount Reporting, Vendor Finance, Vendor Relationships, Business Continuity..., Operational Excellence, Business Process..., Third Party Vendor..., Third Party Billing, Vendor Expense Reduction, Operational Risk..., Call Center..., Mentoring, Budgets, Financial Modeling, Forecasting, Finance, Capital Markets, Training, Operational Risk, Wealth Management, Fixed Income, Mutual Funds, Equities, P&L Management, Hedge Funds, Executive Management, Securities, Series 7, Derivatives, Financial Services, Banking, Strategy, Financial Risk
Education
Syracuse University 1976 — 1980
Barclays June 2013 - Present
Morgan Stanley January 2010 - April 2012
Morgan Stanley September 2006 - December 2009
Credit Suisse Asset Management May 1997 - September 2000
Alliance Bernstein 1986 - 1997
reserve fund 1982 - 1986
Skills
Vendor Management, Operations Management, Budget, Change Management, P&L Responsibility, Expense Management, Risk Management, Project Management, Customer Service, Headcount Management, Headcount Reporting, Vendor Finance, Vendor Relationships, Business Continuity..., Operational Excellence, Business Process..., Third Party Vendor..., Third Party Billing, Vendor Expense Reduction, Operational Risk..., Call Center..., Mentoring, Budgets, Financial Modeling, Forecasting, Finance, Capital Markets, Training, Operational Risk, Wealth Management, Fixed Income, Mutual Funds, Equities, P&L Management, Hedge Funds, Executive Management, Securities, Series 7, Derivatives, Financial Services, Banking, Strategy, Financial Risk
Education
Syracuse University 1976 — 1980
Jonathan Weinstein Jonathan Weinstein's Morgan Stanley Experience February 2014 - August 2015
Job Private Equity Associate at Sun Capital Partners
Industry Financial Services
Experience
Sun Capital Partners August 2015 - Present
Morgan Stanley February 2014 - August 2015
Morgan Stanley September 2011 - February 2014
Marcus & Millichap Capital January 2010 - September 2011
Bloomberg May 2009 - August 2009
Lockheed Martin May 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Due Diligence, Finance, Capital Markets, Microsoft Excel, Analysis, Credit, Credit Analysis
Education
Syracuse University
Finance, Marketing
Sun Capital Partners August 2015 - Present
Morgan Stanley February 2014 - August 2015
Morgan Stanley September 2011 - February 2014
Marcus & Millichap Capital January 2010 - September 2011
Bloomberg May 2009 - August 2009
Lockheed Martin May 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Due Diligence, Finance, Capital Markets, Microsoft Excel, Analysis, Credit, Credit Analysis
Education
Syracuse University
Finance, Marketing
David R. DePiazza,BSME,MBA,CFP®,PHR David R. DePiazza,BSME,MBA,CFP®,PHR's Morgan Stanley Experience May 2005 - June 2006
Job Independent CERTIFIED FINANCIAL PLANNER™ Practitioner
Industry Financial Services
Experience
Plan.Protect.Invest. November 2009 - Present
Serco 2013 - 2013
Serco 2013 - 2013
Serco 2013 - 2013
Zeiders Enterprises, Inc. 2012 - 2012
Orange County Young Republicans 2005 - 2010
Wealth Solutions of Central Florida (An office of MetLife) June 2006 - November 2009
H&R Block 2009 - 2009
Morgan Stanley May 2005 - June 2006
ZF Meritor February 1998 - November 2001
Skills
Retirement Planning, Succession Planning, Personal Financial..., Investments, Strategic Financial..., Financial Education, Financial Counseling, Insurance, Financial Accounting, Securities, Employee Benefits, Financial Advisory, Finance, Leadership, Risk Management, Small Business, Wealth, Banking, Financial Planning, Public Speaking
Education
University of Central Florida 2007 — 2008
Certificate, Financial Planning
University of North Carolina at Pembroke 2001 — 2003
MBA, Finance
Syracuse University 1991 — 1995
BSME, Engineering
Whitesboro
Plan.Protect.Invest. November 2009 - Present
Serco 2013 - 2013
Serco 2013 - 2013
Serco 2013 - 2013
Zeiders Enterprises, Inc. 2012 - 2012
Orange County Young Republicans 2005 - 2010
Wealth Solutions of Central Florida (An office of MetLife) June 2006 - November 2009
H&R Block 2009 - 2009
Morgan Stanley May 2005 - June 2006
ZF Meritor February 1998 - November 2001
Skills
Retirement Planning, Succession Planning, Personal Financial..., Investments, Strategic Financial..., Financial Education, Financial Counseling, Insurance, Financial Accounting, Securities, Employee Benefits, Financial Advisory, Finance, Leadership, Risk Management, Small Business, Wealth, Banking, Financial Planning, Public Speaking
Education
University of Central Florida 2007 — 2008
Certificate, Financial Planning
University of North Carolina at Pembroke 2001 — 2003
MBA, Finance
Syracuse University 1991 — 1995
BSME, Engineering
Whitesboro
Lauren Pabisch's Morgan Stanley Experience August 2015 - Present
Job Recruiting Coordinator at Morgan Stanley
Industry Human Resources
Experience
Morgan Stanley August 2015 - Present
Town of Babylon Aquatics June 2012 - Present
Town of Babylon June 2010 - Present
Victoria's Secret May 2013 - August 2014
Town of Babylon June 2011 - June 2012
A-Z Maintenance March 2009 - May 2010
Skills
Teaching, Social Media, Sales, Blogging, Public Speaking, Leadership, Social Networking, Social Media Marketing, Time Management, Swimming, Event Planning, Photoshop
Education
Syracuse University 2011 — 2015
Bachelor’s Degree, Secondary History Education
Half Hollow Hills High School West 2007 — 2011
Morgan Stanley August 2015 - Present
Town of Babylon Aquatics June 2012 - Present
Town of Babylon June 2010 - Present
Victoria's Secret May 2013 - August 2014
Town of Babylon June 2011 - June 2012
A-Z Maintenance March 2009 - May 2010
Skills
Teaching, Social Media, Sales, Blogging, Public Speaking, Leadership, Social Networking, Social Media Marketing, Time Management, Swimming, Event Planning, Photoshop
Education
Syracuse University 2011 — 2015
Bachelor’s Degree, Secondary History Education
Half Hollow Hills High School West 2007 — 2011
Justin Opalenski Justin Opalenski's Morgan Stanley Experience February 2010 - August 2011
Job Investor Relations
Industry Financial Services
Experience
Brevan Howard September 2011 - Present
Morgan Stanley February 2010 - August 2011
Morgan Stanley January 2007 - February 2010
Syracuse University December 2005 - December 2006
Morgan Stanley June 2006 - August 2006
Skills
Series 7, Series 63, Bloomberg Terminal, Trading, Derivatives, Fixed Income, Bloomberg, Excel, Series 79, Alternative Investments, Hedge Funds
Education
Syracuse University - Martin J. Whitman School of Management 2002 — 2006
Bachelor's degree, Finance, Marketing, Entreprenuership
Brevan Howard September 2011 - Present
Morgan Stanley February 2010 - August 2011
Morgan Stanley January 2007 - February 2010
Syracuse University December 2005 - December 2006
Morgan Stanley June 2006 - August 2006
Skills
Series 7, Series 63, Bloomberg Terminal, Trading, Derivatives, Fixed Income, Bloomberg, Excel, Series 79, Alternative Investments, Hedge Funds
Education
Syracuse University - Martin J. Whitman School of Management 2002 — 2006
Bachelor's degree, Finance, Marketing, Entreprenuership
Brian Velez's Morgan Stanley Experience June 2015 - August 2015
Job Summer Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - August 2015
Pfizer July 2014 - August 2014
Sigma Alpha Mu Eta Chapter January 2014 - May 2014
Skills
Microsoft Office, Microsoft Excel, Teamwork, Microsoft Word, Customer Service, PowerPoint, Public Speaking, Research, English, Windows, Event Planning, Time Management, Strategic Planning, Risk Management, Financial Analysis
Education
Syracuse University - Martin J. Whitman School of Management 2013 — 2016
Bachelor of Science (BS), Finance and Entrepreneurship
Syracuse University 2012 — 2016
Bachelor of Science (BS), Finance and Entrepreneurship
Morgan Stanley June 2015 - August 2015
Pfizer July 2014 - August 2014
Sigma Alpha Mu Eta Chapter January 2014 - May 2014
Skills
Microsoft Office, Microsoft Excel, Teamwork, Microsoft Word, Customer Service, PowerPoint, Public Speaking, Research, English, Windows, Event Planning, Time Management, Strategic Planning, Risk Management, Financial Analysis
Education
Syracuse University - Martin J. Whitman School of Management 2013 — 2016
Bachelor of Science (BS), Finance and Entrepreneurship
Syracuse University 2012 — 2016
Bachelor of Science (BS), Finance and Entrepreneurship
John P. Orsino John P. Orsino's Morgan Stanley Experience June 2015 - August 2015
Job Incoming Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - August 2015
Office of the Attorney General of the State of New York September 2014 - December 2014
New York State Senate May 2014 - August 2014
Shoprite of Pearl River April 2012 - August 2014
Regents Review 2010 - 2014
Skills
Writing, Microsoft Excel, Microsoft Word, PowerPoint, Reading Comprehension, Analysis, Public Speaking, Motivational Speaking, Business-minded, Political Intelligence, Social Networking
Education
Syracuse University 2012 — 2016
Bachelor of Arts (B.A.), Economics, GPA 3.66
Syracuse University 2012 — 2016
Morgan Stanley June 2015 - August 2015
Office of the Attorney General of the State of New York September 2014 - December 2014
New York State Senate May 2014 - August 2014
Shoprite of Pearl River April 2012 - August 2014
Regents Review 2010 - 2014
Skills
Writing, Microsoft Excel, Microsoft Word, PowerPoint, Reading Comprehension, Analysis, Public Speaking, Motivational Speaking, Business-minded, Political Intelligence, Social Networking
Education
Syracuse University 2012 — 2016
Bachelor of Arts (B.A.), Economics, GPA 3.66
Syracuse University 2012 — 2016
Jason Werner's Morgan Stanley Experience January 2014 - Present
Job Wealth Management at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley January 2014 - Present
Peter B. Cannell and Co. Inc August 2010 - September 2013
Skills
Interpersonal..., Investments, Financial Analysis, Microsoft Excel, Microsoft Office, Valuation, PowerPoint, Strategic Planning, Due Diligence, Asset Management, Equities, Marketing, Social Media, Wealth Management, Series 7
Education
Syracuse University - Martin J. Whitman School of Management
Finance
Morgan Stanley January 2014 - Present
Peter B. Cannell and Co. Inc August 2010 - September 2013
Skills
Interpersonal..., Investments, Financial Analysis, Microsoft Excel, Microsoft Office, Valuation, PowerPoint, Strategic Planning, Due Diligence, Asset Management, Equities, Marketing, Social Media, Wealth Management, Series 7
Education
Syracuse University - Martin J. Whitman School of Management
Finance
Brendan Ward Brendan Ward's Morgan Stanley Experience May 2010 - August 2010
Job Institutional Consultant Relations at Lord Abbett & Co.
Industry Investment Management
Experience
Lord, Abbett & Co. LLC May 2015 - Present
Lord, Abbett & Co. LLC March 2014 - April 2015
FTI Consulting June 2011 - February 2014
Morgan Stanley May 2010 - August 2010
Halifax Investment Services Limited October 2009 - December 2009
Skills
Investor Relations, Bloomberg, Factiva, Capital IQ, Thomson One, Big Dough, Market Intelligence, Press Releases, Media Monitoring, Cision, Merger Market, Excel, PowerPoint, Reputation Management, Roadshow Planning, Corporate Communications, Microsoft Excel, Strategic Communications
Education
Syracuse University 2007 — 2011
BS, Finance / Television, Radio, & Film / Economics, 3.938
Lord, Abbett & Co. LLC May 2015 - Present
Lord, Abbett & Co. LLC March 2014 - April 2015
FTI Consulting June 2011 - February 2014
Morgan Stanley May 2010 - August 2010
Halifax Investment Services Limited October 2009 - December 2009
Skills
Investor Relations, Bloomberg, Factiva, Capital IQ, Thomson One, Big Dough, Market Intelligence, Press Releases, Media Monitoring, Cision, Merger Market, Excel, PowerPoint, Reputation Management, Roadshow Planning, Corporate Communications, Microsoft Excel, Strategic Communications
Education
Syracuse University 2007 — 2011
BS, Finance / Television, Radio, & Film / Economics, 3.938
Naml Lewis Naml Lewis's Morgan Stanley Experience 2010 - Present
Job Executive Director at Morgan Stanley Institutional Equities
Industry Investment Banking
Experience
Morgan Stanley 2010 - Present
UBS Investment Bank 2000 - 2010
Skills
Equities, Capital Markets, Hedge Funds, Series 7, Securities, Equity Research, Bloomberg, Investments
Education
Syracuse University 1993 — 1998
Bachelor of Applied Science (BASc), Mechanical Engineering
Morgan Stanley 2010 - Present
UBS Investment Bank 2000 - 2010
Skills
Equities, Capital Markets, Hedge Funds, Series 7, Securities, Equity Research, Bloomberg, Investments
Education
Syracuse University 1993 — 1998
Bachelor of Applied Science (BASc), Mechanical Engineering
Emily Scherer Emily Scherer's Morgan Stanley Experience June 2015 - August 2015
Job Morgan Stanley Wealth Management Intern
Industry Logistics and Supply Chain
Experience
Morgan Stanley June 2015 - August 2015
Larchmont Yacht Club - Camp Seagull 2012 - 2014
S & S Marine Services 2009 - 2014
Skills
Microsoft Excel, Microsoft Word, Collaborative Problem..., Collaborative Leadership, Strategic Data Analysis, Organizational..., Public Speaking, Leadership, Social Media, Event Planning
Education
Syracuse University - Martin J. Whitman School of Management 2013 — 2017
Logistics, Materials, and Supply Chain Management, Junior
Pelham Memorial High School 2010 — 2013
Regents Diploma w/ Distinction
Morgan Stanley June 2015 - August 2015
Larchmont Yacht Club - Camp Seagull 2012 - 2014
S & S Marine Services 2009 - 2014
Skills
Microsoft Excel, Microsoft Word, Collaborative Problem..., Collaborative Leadership, Strategic Data Analysis, Organizational..., Public Speaking, Leadership, Social Media, Event Planning
Education
Syracuse University - Martin J. Whitman School of Management 2013 — 2017
Logistics, Materials, and Supply Chain Management, Junior
Pelham Memorial High School 2010 — 2013
Regents Diploma w/ Distinction
Sherman Hasselstrom Sherman Hasselstrom's Morgan Stanley Experience February 2007 - June 2010
Job Assistant Vice President, Regional Training Coordinator at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2010 - Present
Morgan Stanley February 2007 - June 2010
Sykes October 2006 - January 2007
CNBC Europe July 2006 - August 2006
Syracuse University January 2003 - May 2006
Sykes June 2000 - August 2002
Skills
Technical Writing, Microsoft Office, Financial Services, Process Improvement, PowerPoint, Social Media, Public Speaking, Project Management, Microsoft Excel, Customer Service, Access, Data Analysis, Investments, Leadership, Analysis, Management
Education
Syracuse University 2002 — 2006
BS, Broadcast Journalism
Morgan Stanley Wealth Management July 2010 - Present
Morgan Stanley February 2007 - June 2010
Sykes October 2006 - January 2007
CNBC Europe July 2006 - August 2006
Syracuse University January 2003 - May 2006
Sykes June 2000 - August 2002
Skills
Technical Writing, Microsoft Office, Financial Services, Process Improvement, PowerPoint, Social Media, Public Speaking, Project Management, Microsoft Excel, Customer Service, Access, Data Analysis, Investments, Leadership, Analysis, Management
Education
Syracuse University 2002 — 2006
BS, Broadcast Journalism
Bryan Sakakeeny Bryan Sakakeeny's Morgan Stanley Experience January 2015 - July 2015
Job Intern at United States Senate
Industry Public Policy
Experience
United States Senate September 2015 - Present
Morgan Stanley January 2015 - July 2015
Morgan Stanley May 2012 - January 2015
Syracuse University August 2011 - May 2012
Morgan Stanley June 2011 - August 2011
Bleacher Report May 2010 - August 2010
Education
University of Maryland College Park 2015 — 2017
Master's Degree
Syracuse University 2008 — 2012
B.A.
United States Senate September 2015 - Present
Morgan Stanley January 2015 - July 2015
Morgan Stanley May 2012 - January 2015
Syracuse University August 2011 - May 2012
Morgan Stanley June 2011 - August 2011
Bleacher Report May 2010 - August 2010
Education
University of Maryland College Park 2015 — 2017
Master's Degree
Syracuse University 2008 — 2012
B.A.
Anne Magellan Anne Magellan's Morgan Stanley Experience February 2010 - March 2013
Job FX trader at Constellation Brands
Industry Wine and Spirits
Experience
Constellation Brands May 2015 - Present
Dyson Tennis Academy June 2014 - Present
Barclays April 2013 - May 2014
Morgan Stanley February 2010 - March 2013
Education
Syracuse University 2006 — 2009
Bachelor of Science (BS), Finance
Allendale Columbia 2001 — 2005
Fairport High School
Constellation Brands May 2015 - Present
Dyson Tennis Academy June 2014 - Present
Barclays April 2013 - May 2014
Morgan Stanley February 2010 - March 2013
Education
Syracuse University 2006 — 2009
Bachelor of Science (BS), Finance
Allendale Columbia 2001 — 2005
Fairport High School
Yariel Garcia Yariel Garcia's Morgan Stanley Experience June 2015 - Present
Job Senior Economics Major at Syracuse University and Designated Operations Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Syracuse University 2011 - Present
Diversity Services Inc. 2012 - 2014
Syracuse University Foods and Services September 2011 - 2014
Syracuse University Student Center and Programming Services September 2012 - May 2013
Staples July 2010 - January 2011
Staples 2009 - 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Research, Facebook, Sales, Strategic Planning, Analysis, Financial Modeling, Teamwork, Social Media, Statistics
Education
Syracuse University 2011 — 2015
Bachelor of Arts (B.A.), Economics, GPA: 3.0
Manhattan Center for Science and Mathematics 2008 — 2011
Morgan Stanley June 2015 - Present
Syracuse University 2011 - Present
Diversity Services Inc. 2012 - 2014
Syracuse University Foods and Services September 2011 - 2014
Syracuse University Student Center and Programming Services September 2012 - May 2013
Staples July 2010 - January 2011
Staples 2009 - 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Research, Facebook, Sales, Strategic Planning, Analysis, Financial Modeling, Teamwork, Social Media, Statistics
Education
Syracuse University 2011 — 2015
Bachelor of Arts (B.A.), Economics, GPA: 3.0
Manhattan Center for Science and Mathematics 2008 — 2011
Abby Clawson's Morgan Stanley Experience September 2011 - August 2014
Job Accounting Manager at GameChanger Media, Inc.
Industry Accounting
Experience
GameChanger Media, Inc. April 2015 - Present
Finjan Holdings August 2014 - April 2015
Morgan Stanley September 2011 - August 2014
KPMG Audit September 2008 - September 2011
Dock & Dine Restaurant May 2004 - August 2008
Skills
Financial Analysis, Financial Reporting, Accounting, Internal Controls, Sarbanes-Oxley Act, Auditing, Financial Accounting, US GAAP, SEC filings, Finance, Tax, Microsoft Excel, Microsoft Office, GAAP, External Audit, PowerPoint, Account Reconciliation, General Ledger, Forecasting, Insurance, Financial Modeling, Analysis, Due Diligence, Corporate Finance, Financial Statements, Budgets, Leadership
Education
Syracuse University - Martin J. Whitman School of Management 2006 — 2008
BBA, Accounting
The George Washington University - School of Business 2004 — 2005
GameChanger Media, Inc. April 2015 - Present
Finjan Holdings August 2014 - April 2015
Morgan Stanley September 2011 - August 2014
KPMG Audit September 2008 - September 2011
Dock & Dine Restaurant May 2004 - August 2008
Skills
Financial Analysis, Financial Reporting, Accounting, Internal Controls, Sarbanes-Oxley Act, Auditing, Financial Accounting, US GAAP, SEC filings, Finance, Tax, Microsoft Excel, Microsoft Office, GAAP, External Audit, PowerPoint, Account Reconciliation, General Ledger, Forecasting, Insurance, Financial Modeling, Analysis, Due Diligence, Corporate Finance, Financial Statements, Budgets, Leadership
Education
Syracuse University - Martin J. Whitman School of Management 2006 — 2008
BBA, Accounting
The George Washington University - School of Business 2004 — 2005
Riya Bhandari Riya Bhandari's Morgan Stanley Experience July 2014 - December 2014
Job Marketing and Event Support Coordinator at Euromoney Institutional Investor
Industry Events Services
Experience
Euromoney Institutional Investor January 2015 - Present
Morgan Stanley July 2014 - December 2014
Syracuse University August 2010 - May 2014
Ralph Lauren June 2013 - August 2013
CNBC TV18 June 2012 - August 2012
Joonbug.com May 2012 - July 2012
Wizcraft International Entertainment Pvt. Ltd. May 2011 - August 2011
Life of the Party Productions, Inc. April 2010 - June 2010
Skills
Public Relations, Event Management, Event Planning, Social Media, Publicity, PowerPoint, Marketing, InDesign, Social Networking, Film, Entertainment, Microsoft Excel, Photoshop, Digital Media, Editing, Events Coordination, Public Speaking, Product Development, Production Managment, World Travel, Hindi, Microsoft Word, Photography, Writing, Facebook, Social Media Marketing, Instagram
Education
Syracuse University 2010 — 2014
Bachelor of Arts and Sciences
Byram Hills High School 2006 — 2010
Euromoney Institutional Investor January 2015 - Present
Morgan Stanley July 2014 - December 2014
Syracuse University August 2010 - May 2014
Ralph Lauren June 2013 - August 2013
CNBC TV18 June 2012 - August 2012
Joonbug.com May 2012 - July 2012
Wizcraft International Entertainment Pvt. Ltd. May 2011 - August 2011
Life of the Party Productions, Inc. April 2010 - June 2010
Skills
Public Relations, Event Management, Event Planning, Social Media, Publicity, PowerPoint, Marketing, InDesign, Social Networking, Film, Entertainment, Microsoft Excel, Photoshop, Digital Media, Editing, Events Coordination, Public Speaking, Product Development, Production Managment, World Travel, Hindi, Microsoft Word, Photography, Writing, Facebook, Social Media Marketing, Instagram
Education
Syracuse University 2010 — 2014
Bachelor of Arts and Sciences
Byram Hills High School 2006 — 2010
Glenn Friedman's Morgan Stanley Experience June 2012 - August 2012
Job Student at Syracuse University Martin J. Whitman School of Management
Industry Accounting
Experience
Syracuse University Summer Intern5W Public RelationsMay 2013 - August 2013
Morgan Stanley June 2012 - August 2012
Willow Lake Day Camp June 2011 - August 2011
The Daily Orange October 2010 - March 2011
Skills
Facebook, Surveying, Bonds, Social Media Marketing, Blogging, Social Media
Education
Syracuse University - Martin J. Whitman School of Management 2010 — 2014
Bachelor's degree, Marketing
Syracuse University Summer Intern5W Public RelationsMay 2013 - August 2013
Morgan Stanley June 2012 - August 2012
Willow Lake Day Camp June 2011 - August 2011
The Daily Orange October 2010 - March 2011
Skills
Facebook, Surveying, Bonds, Social Media Marketing, Blogging, Social Media
Education
Syracuse University - Martin J. Whitman School of Management 2010 — 2014
Bachelor's degree, Marketing
Ben Lerner Ben Lerner's Morgan Stanley Experience July 2006 - June 2010
Job Vice President at Contrarian Capital Management
Industry Investment Management
Experience
Contrarian Capital Management April 2013 - Present
Third Avenue Management June 2010 - April 2013
Morgan Stanley July 2006 - June 2010
Morgan Stanley July 2005 - July 2006
Education
Syracuse University 2001 — 2005
Bachelor of Science (B.S.), Finance, Marketing
Contrarian Capital Management April 2013 - Present
Third Avenue Management June 2010 - April 2013
Morgan Stanley July 2006 - June 2010
Morgan Stanley July 2005 - July 2006
Education
Syracuse University 2001 — 2005
Bachelor of Science (B.S.), Finance, Marketing
Ashley Hamilton Ashley Hamilton's Morgan Stanley Experience June 2008 - August 2008
Job Interior Designer at GACHOT Studios
Industry Design
Experience
GACHOT Studios October 2013 - Present
Equinox March 2012 - October 2013
Equinox August 2011 - April 2012
Equinox March 2010 - August 2011
Morgan Stanley June 2008 - August 2008
Maxine Shriber Designs June 2007 - August 2007
Sandstrom-Geffen Ent. Ltd June 2006 - August 2006
Skills
Microsoft Excel, InDesign, Photoshop, Interior Design, AutoCAD, SketchUp, PowerPoint, Sketching, Furniture
Education
Syracuse University 2005 — 2009
Bachelor of Fine Arts, Interior Design, Minor: Public Communications
SU Abroad: London 2008 — 2008
BA, Interior Design, Public Communications
Byram Hills High School
GACHOT Studios October 2013 - Present
Equinox March 2012 - October 2013
Equinox August 2011 - April 2012
Equinox March 2010 - August 2011
Morgan Stanley June 2008 - August 2008
Maxine Shriber Designs June 2007 - August 2007
Sandstrom-Geffen Ent. Ltd June 2006 - August 2006
Skills
Microsoft Excel, InDesign, Photoshop, Interior Design, AutoCAD, SketchUp, PowerPoint, Sketching, Furniture
Education
Syracuse University 2005 — 2009
Bachelor of Fine Arts, Interior Design, Minor: Public Communications
SU Abroad: London 2008 — 2008
BA, Interior Design, Public Communications
Byram Hills High School
Marc Ridell Marc Ridell's Morgan Stanley Experience July 2011 - November 2013
Job Financial Advisor at UBS Financial Services
Industry Banking
Experience
UBS Financial Svc Inc 2013 - Present
Morgan Stanley July 2011 - November 2013
Skills
Investments, Equities, Finance, Mutual Funds, Asset Management, Financial Analysis
Education
Syracuse University - Martin J. Whitman School of Management 2006 — 2009
BA, Finance
Syracuse University Whitman School of Management
Bachelor of Science, Finance
UBS Financial Svc Inc 2013 - Present
Morgan Stanley July 2011 - November 2013
Skills
Investments, Equities, Finance, Mutual Funds, Asset Management, Financial Analysis
Education
Syracuse University - Martin J. Whitman School of Management 2006 — 2009
BA, Finance
Syracuse University Whitman School of Management
Bachelor of Science, Finance
Samantha Parris Samantha Parris's Morgan Stanley Experience January 1997 - January 2001
Job Senior Managing Director – Accounting/Finance, CPA at The Execu|Search Group
Industry Staffing and Recruiting
Experience
The ExecuSearch Group March 2004 - Present
WestLB January 2001 - March 2004
Morgan Stanley January 1997 - January 2001
Coopers & Lybrand October 1993 - January 1997
Skills
Recruiting, Temporary Staffing, Human Resources, Financial Services, Consulting, Tax, CPA, Financial Reporting, Accounting, Sarbanes-Oxley Act, SEC filings, Financial Analysis
Education
Syracuse University 1989 — 1993
BS, Accounting
Syracuse University - Martin J. Whitman School of Management 1989 — 1993
Bachelor of Science (BS), Accounting
The ExecuSearch Group March 2004 - Present
WestLB January 2001 - March 2004
Morgan Stanley January 1997 - January 2001
Coopers & Lybrand October 1993 - January 1997
Skills
Recruiting, Temporary Staffing, Human Resources, Financial Services, Consulting, Tax, CPA, Financial Reporting, Accounting, Sarbanes-Oxley Act, SEC filings, Financial Analysis
Education
Syracuse University 1989 — 1993
BS, Accounting
Syracuse University - Martin J. Whitman School of Management 1989 — 1993
Bachelor of Science (BS), Accounting
Daniel Claudio Daniel Claudio's Morgan Stanley Experience July 2012 - July 2013
Job Mortgage Servicing
Industry Financial Services
Experience
Fay Servicing, LLC September 2013 - Present
Morgan Stanley July 2012 - July 2013
ING Financial Partners, Inc January 2012 - June 2012
Target Brands, Inc September 2011 - January 2012
Syracuse University, E.S. Bird Library May 2010 - May 2011
University Food Services January 2008 - May 2009
Bankers Life and Casualty May 2008 - August 2008
Sweet Occasions & More June 2007 - August 2008
Express, Limited Brand Co August 2006 - March 2007
Skills
Customer Service, Microsoft Excel, Sales
Education
Maxwell School of Citizenship & Public Affairs, Syracuse University 2007 — 2011
Bachelor of Arts, Economics
Syracuse University 2007 — 2011
Bachelor of Arts, Spanish Language, Literature
Fay Servicing, LLC September 2013 - Present
Morgan Stanley July 2012 - July 2013
ING Financial Partners, Inc January 2012 - June 2012
Target Brands, Inc September 2011 - January 2012
Syracuse University, E.S. Bird Library May 2010 - May 2011
University Food Services January 2008 - May 2009
Bankers Life and Casualty May 2008 - August 2008
Sweet Occasions & More June 2007 - August 2008
Express, Limited Brand Co August 2006 - March 2007
Skills
Customer Service, Microsoft Excel, Sales
Education
Maxwell School of Citizenship & Public Affairs, Syracuse University 2007 — 2011
Bachelor of Arts, Economics
Syracuse University 2007 — 2011
Bachelor of Arts, Spanish Language, Literature
Faye Cheung Faye Cheung's Morgan Stanley Experience 2013 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2013 - Present
Morgan Stanley 2007 - Present
General Electric January 2003 - July 2007
General Electric Supply 2003 - 2007
Skills
Supply Management, Strategic Sourcing, Global Sourcing, Procurement, Sourcing, E-procurement, Vendor Management, Contract Negotiation, Analytics, Leadership, Process Improvement, Outsourcing
Education
Syracuse University
BA, Supply Chain Management, Marketing, Finance
Morgan Stanley 2013 - Present
Morgan Stanley 2007 - Present
General Electric January 2003 - July 2007
General Electric Supply 2003 - 2007
Skills
Supply Management, Strategic Sourcing, Global Sourcing, Procurement, Sourcing, E-procurement, Vendor Management, Contract Negotiation, Analytics, Leadership, Process Improvement, Outsourcing
Education
Syracuse University
BA, Supply Chain Management, Marketing, Finance
Colin Gatta Colin Gatta's Morgan Stanley Experience August 2011 - Present
Job Assistant Vice President, Alternative Investments Managed Futures
Industry Financial Services
Experience
Morgan Stanley August 2011 - Present
Morgan Stanley July 2009 - August 2011
Morgan Stanley June 2008 - August 2008
Morgan Stanley June 2007 - August 2007
Skills
Series 7, Alternative Investments, Financial Analysis, Asset Allocation, Managed Accounts, Bloomberg, Managed Futures, Portfolio Management, Tactical Asset..., Proposal Generation, Series 3
Education
Syracuse University - Martin J. Whitman School of Management 2005 — 2009
Bachelor of Arts (BA), Finance, Marketing
Morgan Stanley August 2011 - Present
Morgan Stanley July 2009 - August 2011
Morgan Stanley June 2008 - August 2008
Morgan Stanley June 2007 - August 2007
Skills
Series 7, Alternative Investments, Financial Analysis, Asset Allocation, Managed Accounts, Bloomberg, Managed Futures, Portfolio Management, Tactical Asset..., Proposal Generation, Series 3
Education
Syracuse University - Martin J. Whitman School of Management 2005 — 2009
Bachelor of Arts (BA), Finance, Marketing
Sonny Mendez's Morgan Stanley Experience 2015 - Present
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2015 - Present
Citi November 2013 - January 2014
Comunidad de Madrid December 2011 - July 2013
Camacho & Seijas International Consultancy September 2011 - June 2012
Office of Public Defender, Lebanon County May 2011 - August 2011
Syracuse University August 2009 - May 2011
Lebanon Country Club April 2003 - May 2011
Skills
Financial Analysis, Research, Data Analysis, Management, Microsoft Office, Customer Service, Spanish, Probability Theory, Business Analysis, Financial Modeling, Investment Banking, Wealth Management, C++, Analytical Reasoning, Financial Planning, Business Strategy, Policy Analysis, Economics, SPSS
Education
The London School of Economics and Political Science (LSE) 2013 — 2014
Master of Science (MSc), Philosophy of Science
Universität Wien 2014 — 2014
German Language
Syracuse University 2006 — 2011
BA, Economics, Philosophy
Morgan Stanley 2015 - Present
Citi November 2013 - January 2014
Comunidad de Madrid December 2011 - July 2013
Camacho & Seijas International Consultancy September 2011 - June 2012
Office of Public Defender, Lebanon County May 2011 - August 2011
Syracuse University August 2009 - May 2011
Lebanon Country Club April 2003 - May 2011
Skills
Financial Analysis, Research, Data Analysis, Management, Microsoft Office, Customer Service, Spanish, Probability Theory, Business Analysis, Financial Modeling, Investment Banking, Wealth Management, C++, Analytical Reasoning, Financial Planning, Business Strategy, Policy Analysis, Economics, SPSS
Education
The London School of Economics and Political Science (LSE) 2013 — 2014
Master of Science (MSc), Philosophy of Science
Universität Wien 2014 — 2014
German Language
Syracuse University 2006 — 2011
BA, Economics, Philosophy
Duyum Ryan Duyum Ryan's Morgan Stanley Experience May 2005 - June 2010
Job Managing Director at State Street Bank
Industry Financial Services
Experience
State Street Bank September 2010 - Present
Morgan Stanley May 2005 - June 2010
Deloitte October 1999 - June 2005
Skills
Derivatives, Financial Reporting, Financial Services, Financial Accounting, fixed income products, SEC Financial Reporting, IFRS, US GAAP, GAAP, SEC filings, Financial Statements
Education
Syracuse University
Bachelor of Science (BS), Finance, General
State Street Bank September 2010 - Present
Morgan Stanley May 2005 - June 2010
Deloitte October 1999 - June 2005
Skills
Derivatives, Financial Reporting, Financial Services, Financial Accounting, fixed income products, SEC Financial Reporting, IFRS, US GAAP, GAAP, SEC filings, Financial Statements
Education
Syracuse University
Bachelor of Science (BS), Finance, General
Jason Filiberti Jason Filiberti's Morgan Stanley Experience July 2002 - February 2004
Job Director at Angelo, Gordon & Co.
Industry Financial Services
Experience
Angelo, Gordon & Co. January 2014 - Present
SAIL Advisors February 2012 - December 2013
Arden Asset Management October 2011 - January 2012
Robeco-Sage July 2006 - October 2011
Bank of America - Alternative Investment Group March 2005 - July 2006
Bank of America - Consulting Services Group February 2004 - March 2005
Morgan Stanley July 2002 - February 2004
Education
Syracuse University 1998 — 2002
International Relations, Foreign Policy, Psychology and History
Angelo, Gordon & Co. January 2014 - Present
SAIL Advisors February 2012 - December 2013
Arden Asset Management October 2011 - January 2012
Robeco-Sage July 2006 - October 2011
Bank of America - Alternative Investment Group March 2005 - July 2006
Bank of America - Consulting Services Group February 2004 - March 2005
Morgan Stanley July 2002 - February 2004
Education
Syracuse University 1998 — 2002
International Relations, Foreign Policy, Psychology and History
J. Daniel Pluff J. Daniel Pluff's Morgan Stanley Experience February 1988 - Present
Job 1
Industry Financial Services
Experience
Morgan Stanley February 1988 - Present
FOX 68 WSYT / My 43 WNYS September 2015 - Present
WRVO Public Media May 2013 - Present
Upstate Medical University January 2008 - Present
WCNY-TV Syracuse February 1992 - December 2011
EF Hutton & company October 1985 - February 1988
Skills
Series 7, Wealth Management, Retirement Planning, Estate Planning, Portfolio Management, Investments, Strategic Financial..., Asset Managment, Mutual Funds, Public Speaking, Fixed Annuities, Alternative Investments, Asset Management, Investment Management, Investment Advisory, IRAs, Asset Allocation, Finance, Financial Planning
Education
Syracuse University 1978 — 1982
Bachelor of Science (BS), Communications - S I Newhouse
University of Chicago, Chicago School of Business
Executive Education
Wharton School of Business
Executive Education, Advanced Investment Management
Morgan Stanley February 1988 - Present
FOX 68 WSYT / My 43 WNYS September 2015 - Present
WRVO Public Media May 2013 - Present
Upstate Medical University January 2008 - Present
WCNY-TV Syracuse February 1992 - December 2011
EF Hutton & company October 1985 - February 1988
Skills
Series 7, Wealth Management, Retirement Planning, Estate Planning, Portfolio Management, Investments, Strategic Financial..., Asset Managment, Mutual Funds, Public Speaking, Fixed Annuities, Alternative Investments, Asset Management, Investment Management, Investment Advisory, IRAs, Asset Allocation, Finance, Financial Planning
Education
Syracuse University 1978 — 1982
Bachelor of Science (BS), Communications - S I Newhouse
University of Chicago, Chicago School of Business
Executive Education
Wharton School of Business
Executive Education, Advanced Investment Management
Carl M. Berz Carl M. Berz's Morgan Stanley Experience June 2007 - July 2008
Job Vice President Business Consulting and Strategy at HSBC
Industry Financial Services
Experience
HSBC January 2015 - Present
Accenture February 2011 - January 2015
ALaS Consulting LLC August 2008 - August 2009
Morgan Stanley June 2007 - July 2008
Morgan Stanley May 2006 - August 2006
Unites States Air Force July 2000 - July 2004
Skills
Strategic Planning, Business Strategy, Capital Markets, Project Management
Education
Syracuse University - Martin J. Whitman School of Management
Bachelors of Science, Finance
HSBC January 2015 - Present
Accenture February 2011 - January 2015
ALaS Consulting LLC August 2008 - August 2009
Morgan Stanley June 2007 - July 2008
Morgan Stanley May 2006 - August 2006
Unites States Air Force July 2000 - July 2004
Skills
Strategic Planning, Business Strategy, Capital Markets, Project Management
Education
Syracuse University - Martin J. Whitman School of Management
Bachelors of Science, Finance
Peter Block Peter Block's Morgan Stanley Experience November 2009 - July 2014
Job Managing Director at Ramirez & Co., Inc.
Industry Financial Services
Experience
Ramirez & Co., Inc. September 2014 - Present
Morgan Stanley November 2009 - July 2014
Maya Romanoff 2002 - 2010
Depfa Bank April 2008 - March 2009
Standard & Poor's May 1994 - April 2008
Skills
Financial Analysis, Debt Structuring, Credit Analysis, Debt, Bonds, Capital Markets, Credit Risk, Securities, Debt Restructuring, Structured Products, Structured Finance, Securitization, Derivatives, Credit, Project Finance, Fixed Income, Finance, Series 7, Portfolio Management, Financial Advisory, Investment Banking, Public Finance, Hedge Funds, Financial Structuring, Bloomberg, Valuation, Alternative Investments, Asset Management, High Yield, Financial Markets, Financial Modeling, Investments
Education
Syracuse University - Maxwell School 1992 — 1994
MPA, Public Finance
Syracuse University 1987 — 1991
BA, Policy Studies
Ramirez & Co., Inc. September 2014 - Present
Morgan Stanley November 2009 - July 2014
Maya Romanoff 2002 - 2010
Depfa Bank April 2008 - March 2009
Standard & Poor's May 1994 - April 2008
Skills
Financial Analysis, Debt Structuring, Credit Analysis, Debt, Bonds, Capital Markets, Credit Risk, Securities, Debt Restructuring, Structured Products, Structured Finance, Securitization, Derivatives, Credit, Project Finance, Fixed Income, Finance, Series 7, Portfolio Management, Financial Advisory, Investment Banking, Public Finance, Hedge Funds, Financial Structuring, Bloomberg, Valuation, Alternative Investments, Asset Management, High Yield, Financial Markets, Financial Modeling, Investments
Education
Syracuse University - Maxwell School 1992 — 1994
MPA, Public Finance
Syracuse University 1987 — 1991
BA, Policy Studies
Marc Gagnon's Morgan Stanley Experience May 2010 - August 2014
Job Manager at EY
Industry Financial Services
Experience
EY August 2014 - Present
Morgan Stanley May 2010 - August 2014
Ernst & Young July 2006 - June 2010
CIGNA December 2004 - July 2006
Jeanne D'Arc Credit Union July 2004 - December 2004
Jeanne D'Arc Credit Union November 2002 - July 2004
Syracuse University 1997 - 2002
Skills
Risk Management, Strategy, Business Process..., Management, Financial Services, Auditing, Security, Investment Banking, Process Improvement, Project Management, Strategic Planning, Finance, Governance, Business Analysis, Vendor Management
Education
Syracuse University 1997 — 2002
BS, Information Management & Technology / Speech Communication, 3.66
Tewskbury Memorial High School
EY August 2014 - Present
Morgan Stanley May 2010 - August 2014
Ernst & Young July 2006 - June 2010
CIGNA December 2004 - July 2006
Jeanne D'Arc Credit Union July 2004 - December 2004
Jeanne D'Arc Credit Union November 2002 - July 2004
Syracuse University 1997 - 2002
Skills
Risk Management, Strategy, Business Process..., Management, Financial Services, Auditing, Security, Investment Banking, Process Improvement, Project Management, Strategic Planning, Finance, Governance, Business Analysis, Vendor Management
Education
Syracuse University 1997 — 2002
BS, Information Management & Technology / Speech Communication, 3.66
Tewskbury Memorial High School
Corey Kozak, CFA's Morgan Stanley Experience May 2015 - Present
Job Executive Director at Morgan Stanley
Industry Banking
Experience
Morgan Stanley May 2015 - Present
Deutsche Bank March 2007 - May 2015
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA)
Syracuse University - Martin J. Whitman School of Management 2000 — 2004
Morgan Stanley May 2015 - Present
Deutsche Bank March 2007 - May 2015
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA)
Syracuse University - Martin J. Whitman School of Management 2000 — 2004
Dan Strzelec's Morgan Stanley Experience May 2014 - Present
Job VP, Private Cloud Architect at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2014 - Present
Jefferies LLC July 2008 - April 2014
Arch Insurance Group August 2002 - June 2008
DoubleClick 2000 - 2002
IDT Telecom 2000 - 2000
Dun & Bradstreet 1997 - 1999
Skills
Active Directory, Windows, Network Security, Server Architecture, System Architecture, Enterprise Architecture, Network Architecture, Creative Problem Solving, Project Planning, Project Finance, Project Management, Endpoint Security, Budgeting, Distributed Systems, Systems Management, Change Management, IT Audit, SOX, Linux, Strategic Planning, Systems Engineering, Engineering Management, Group Policy, Security Policy, Process Optimization, Process Improvement, Workflow Analysis, Data Center Architecture, Data Center Relocation, Microsoft Exchange, Vendor Management, Strategic Hiring, Staff Development, Staff Management, IT Strategy, Server Consolidation, Infrastructure..., Datacenter..., Cost Reduction..., Team Leadership, Team Building, System Center, Information Security, Sarbanes-Oxley Act, IT Infrastructure..., Trading Systems, Data Center, Microsoft SQL Server, Electronic Trading, SDLC
Education
Syracuse University 1994 — 1998
Morgan Stanley May 2014 - Present
Jefferies LLC July 2008 - April 2014
Arch Insurance Group August 2002 - June 2008
DoubleClick 2000 - 2002
IDT Telecom 2000 - 2000
Dun & Bradstreet 1997 - 1999
Skills
Active Directory, Windows, Network Security, Server Architecture, System Architecture, Enterprise Architecture, Network Architecture, Creative Problem Solving, Project Planning, Project Finance, Project Management, Endpoint Security, Budgeting, Distributed Systems, Systems Management, Change Management, IT Audit, SOX, Linux, Strategic Planning, Systems Engineering, Engineering Management, Group Policy, Security Policy, Process Optimization, Process Improvement, Workflow Analysis, Data Center Architecture, Data Center Relocation, Microsoft Exchange, Vendor Management, Strategic Hiring, Staff Development, Staff Management, IT Strategy, Server Consolidation, Infrastructure..., Datacenter..., Cost Reduction..., Team Leadership, Team Building, System Center, Information Security, Sarbanes-Oxley Act, IT Infrastructure..., Trading Systems, Data Center, Microsoft SQL Server, Electronic Trading, SDLC
Education
Syracuse University 1994 — 1998
Carol Goldstein's Morgan Stanley Experience 1989 - 1999
Job Managing Director at ABN AMRO
Industry Investment Banking
Experience
ABN AMRO May 2001 - Present
ING Barings 1999 - 2001
Morgan Stanley 1989 - 1999
Davis, Polk & Wardwell 1983 - 1989
Education
University of Miami School of Law 1980 — 1983
J.D., Law
Syracuse University 1976 — 1980
B.S., Accounting
ABN AMRO May 2001 - Present
ING Barings 1999 - 2001
Morgan Stanley 1989 - 1999
Davis, Polk & Wardwell 1983 - 1989
Education
University of Miami School of Law 1980 — 1983
J.D., Law
Syracuse University 1976 — 1980
B.S., Accounting
John Mathews's Morgan Stanley Experience October 1998 - June 2000
Job Managing Director at InSports Centers
Industry Sports
Experience
InSports Centers June 2013 - Present
Rhino Select CT August 2015 - Present
O'Connell Group November 2012 - July 2013
Takeda Products North America March 2002 - June 2012
Korn Ferry Whitehead Mann June 2000 - March 2002
Morgan Stanley October 1998 - June 2000
Skills
Social Media, Account Management, New Business Development, Research, Microsoft Office, Business Development, Microsoft Excel, Strategic Planning, Marketing Strategy, Marketing, Customer Service, Team Building, Sales, Leadership, Budgets, Management, Social Media Marketing, Marketing Communications, Sales Management, Market Research, Salesforce.com, Advertising, Strategy
Education
Syracuse University 1994 — 1998
Communications
InSports Centers June 2013 - Present
Rhino Select CT August 2015 - Present
O'Connell Group November 2012 - July 2013
Takeda Products North America March 2002 - June 2012
Korn Ferry Whitehead Mann June 2000 - March 2002
Morgan Stanley October 1998 - June 2000
Skills
Social Media, Account Management, New Business Development, Research, Microsoft Office, Business Development, Microsoft Excel, Strategic Planning, Marketing Strategy, Marketing, Customer Service, Team Building, Sales, Leadership, Budgets, Management, Social Media Marketing, Marketing Communications, Sales Management, Market Research, Salesforce.com, Advertising, Strategy
Education
Syracuse University 1994 — 1998
Communications
Ron Dornau's Morgan Stanley Experience 1998 - 2002
Job Partner / Investment Manager at Foresight Global Investors
Industry Investment Management
Experience
Foresight Global Investors 2015 - Present
Lazard Asset Management 2007 - 2014
Silchester International Investors 2002 - 2007
Morgan Stanley 1998 - 2002
Brandes Investment Partners 1993 - 1998
Waterhouse Securities 1988 - 1993
Skills
Alternative Investments, Equity Research, Asset Allocation, Asset Management, Equities, Fixed Income, Hedge Funds, Investment Management, Portfolio Management, Emerging Markets, Investment Strategies, Valuation, Bloomberg, Mutual Funds, Capital Markets
Education
Syracuse University - Martin J. Whitman School of Management 2006 — 2008
MBA, Finance
Syracuse University 1983 — 1988
BA, Economics
Foresight Global Investors 2015 - Present
Lazard Asset Management 2007 - 2014
Silchester International Investors 2002 - 2007
Morgan Stanley 1998 - 2002
Brandes Investment Partners 1993 - 1998
Waterhouse Securities 1988 - 1993
Skills
Alternative Investments, Equity Research, Asset Allocation, Asset Management, Equities, Fixed Income, Hedge Funds, Investment Management, Portfolio Management, Emerging Markets, Investment Strategies, Valuation, Bloomberg, Mutual Funds, Capital Markets
Education
Syracuse University - Martin J. Whitman School of Management 2006 — 2008
MBA, Finance
Syracuse University 1983 — 1988
BA, Economics
Michael Cahill's Morgan Stanley Experience February 2010 - July 2013
Job FX Market Making at KCG Holdings, Inc.
Industry Financial Services
Experience
KCG Holdings, Inc. September 2014 - Present
Nomura Securities July 2013 - September 2014
Morgan Stanley February 2010 - July 2013
Morgan Stanley July 2006 - February 2010
Skills
Trading Systems, Derivatives, Hedge Funds, Options, Fixed Income, Trading, Electronic Trading, Financial Markets, Portfolio Management, Alternative Investments, Leadership, Capital Markets, Bloomberg, Equities, Series 7, FX Options, Investment Banking, Foreign Exchange
Education
Syracuse University 2002 — 2006
BS, Entrepreneurship and Emerging Enterprises
KCG Holdings, Inc. September 2014 - Present
Nomura Securities July 2013 - September 2014
Morgan Stanley February 2010 - July 2013
Morgan Stanley July 2006 - February 2010
Skills
Trading Systems, Derivatives, Hedge Funds, Options, Fixed Income, Trading, Electronic Trading, Financial Markets, Portfolio Management, Alternative Investments, Leadership, Capital Markets, Bloomberg, Equities, Series 7, FX Options, Investment Banking, Foreign Exchange
Education
Syracuse University 2002 — 2006
BS, Entrepreneurship and Emerging Enterprises
Amir Ahmad's Morgan Stanley Experience June 2005 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2005 - Present
Education
Syracuse University 2004 — 2005
MS, Computer Science
Ghulam Ishaq Khan Institute of Engineering Sciences And Technology 1999 — 2003
BS, Computer System engineering
Morgan Stanley June 2005 - Present
Education
Syracuse University 2004 — 2005
MS, Computer Science
Ghulam Ishaq Khan Institute of Engineering Sciences And Technology 1999 — 2003
BS, Computer System engineering
Dwight Schultz's Morgan Stanley Experience January 2013 - Present
Job Vice President Institutional Fixed Income Sales at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2013 - Present
Morgan Stanley January 2010 - January 2013
Morgan Stanley January 2007 - January 2010
Skills
Series 7, Series 63, Series 3, Bloomberg, Fixed Income, Capital Markets, Investment Strategies, Trading, Institutional Sales, Securities, Equities, Trading Strategies, FINRA, Asset Management
Education
Syracuse University - Martin J. Whitman School of Management 2002 — 2006
BS, Finance, Marketing
Syracuse University - S.I. Newhouse School of Public Communications 2002 — 2006
BS, Television / Radio / Film
Morgan Stanley January 2013 - Present
Morgan Stanley January 2010 - January 2013
Morgan Stanley January 2007 - January 2010
Skills
Series 7, Series 63, Series 3, Bloomberg, Fixed Income, Capital Markets, Investment Strategies, Trading, Institutional Sales, Securities, Equities, Trading Strategies, FINRA, Asset Management
Education
Syracuse University - Martin J. Whitman School of Management 2002 — 2006
BS, Finance, Marketing
Syracuse University - S.I. Newhouse School of Public Communications 2002 — 2006
BS, Television / Radio / Film
Adrian Esteban's Morgan Stanley Experience May 2013 - Present
Job Senior Network Engineer
Industry Computer & Network Security
Experience
Morgan Stanley May 2013 - Present
UBS May 1997 - May 2013
Skills
Data Center, ITIL, IT Management, Vendor Management, Routing, Switching, Cisco Technologies, Disaster Recovery, Network Security, Team Leadership, Information Security, IP, Unix, Netscreen, Troubleshooting, Business Analysis, Juniper, Firewalls, IT Service Management, DMZ, IT Strategy, IT Operations, Security, Incident Management, BGPv4, OSPF, Information Security..., Project Management, Checkpoint, Load Balancing, F5 BigIP, VPN, Business Continuity, DNS, Solaris, Infrastructure, WAN, Network Architecture, Virtualization, High Availability, CISSP, VMware ESX, VMware, Servers, BGP, Active Directory
Education
Syracuse University 1993 — 1997
Morgan Stanley May 2013 - Present
UBS May 1997 - May 2013
Skills
Data Center, ITIL, IT Management, Vendor Management, Routing, Switching, Cisco Technologies, Disaster Recovery, Network Security, Team Leadership, Information Security, IP, Unix, Netscreen, Troubleshooting, Business Analysis, Juniper, Firewalls, IT Service Management, DMZ, IT Strategy, IT Operations, Security, Incident Management, BGPv4, OSPF, Information Security..., Project Management, Checkpoint, Load Balancing, F5 BigIP, VPN, Business Continuity, DNS, Solaris, Infrastructure, WAN, Network Architecture, Virtualization, High Availability, CISSP, VMware ESX, VMware, Servers, BGP, Active Directory
Education
Syracuse University 1993 — 1997
David Nass's Morgan Stanley Experience January 2010 - September 2011
Job Managing Director at UBS Investment Bank
Industry Banking
Experience
UBS Investment Bank August 2011 - Present
Morgan Stanley January 2010 - September 2011
DTZ Rockwood January 2009 - December 2009
Lehman Brothers March 2001 - December 2008
JP Morgan 1996 - 2001
The Chase Manhattan Bank 1996 - 2001
Skills
CMBS, Business Development, Asset Management, Asset Managment, Banking, Capital Markets, Due Diligence, Financial Structuring, Fixed Income, High Yield, Investment Banking, MBS, Mezzanine, Portfolio Management, Real Estate Economics, Real Estate Private..., Securitization, Structured Products, Valuation
Education
Washington University in St. Louis - Olin Business School 1994 — 1996
MBA, Finance
Syracuse University 1987 — 1991
BS, Marketing
Syracuse University - Martin J. Whitman School of Management 1987 — 1991
BS, Marketing
Rye 1983 — 1987
UBS Investment Bank August 2011 - Present
Morgan Stanley January 2010 - September 2011
DTZ Rockwood January 2009 - December 2009
Lehman Brothers March 2001 - December 2008
JP Morgan 1996 - 2001
The Chase Manhattan Bank 1996 - 2001
Skills
CMBS, Business Development, Asset Management, Asset Managment, Banking, Capital Markets, Due Diligence, Financial Structuring, Fixed Income, High Yield, Investment Banking, MBS, Mezzanine, Portfolio Management, Real Estate Economics, Real Estate Private..., Securitization, Structured Products, Valuation
Education
Washington University in St. Louis - Olin Business School 1994 — 1996
MBA, Finance
Syracuse University 1987 — 1991
BS, Marketing
Syracuse University - Martin J. Whitman School of Management 1987 — 1991
BS, Marketing
Rye 1983 — 1987
Nick Uljaj's Morgan Stanley Experience August 2007 - April 2011
Job Vice President at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs September 2012 - Present
Royal Bank of Scotland April 2011 - September 2012
Morgan Stanley August 2007 - April 2011
UBS Investment Bank February 2004 - August 2007
TD Ameritrade January 2002 - January 2004
Deutsche Bank Securities January 2001 - January 2002
ABN AMRO June 2000 - January 2001
ING Investment Banking October 1999 - June 2000
Banc of America Securities October 1998 - October 1999
New York Stock Exchange January 1998 - October 1998
Skills
Electronic Trading, Options, FX trading, Equity Derivatives, Algo, FIX, High Frequency Trading, Market Making, SQL, Unix, XML, Python, Equity Trading, Equities, Trading Systems, Swaps, Middle Office, Low Latency, Market Data, Financial Markets, Prime Brokerage
Education
Syracuse University 1993 — 1998
Fordham Prep
Goldman Sachs September 2012 - Present
Royal Bank of Scotland April 2011 - September 2012
Morgan Stanley August 2007 - April 2011
UBS Investment Bank February 2004 - August 2007
TD Ameritrade January 2002 - January 2004
Deutsche Bank Securities January 2001 - January 2002
ABN AMRO June 2000 - January 2001
ING Investment Banking October 1999 - June 2000
Banc of America Securities October 1998 - October 1999
New York Stock Exchange January 1998 - October 1998
Skills
Electronic Trading, Options, FX trading, Equity Derivatives, Algo, FIX, High Frequency Trading, Market Making, SQL, Unix, XML, Python, Equity Trading, Equities, Trading Systems, Swaps, Middle Office, Low Latency, Market Data, Financial Markets, Prime Brokerage
Education
Syracuse University 1993 — 1998
Fordham Prep
Christopher Vivinetto, CISA's Morgan Stanley Experience 2011 - 2013
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan March 2015 - Present
BNY Mellon 2013 - 2015
Morgan Stanley 2011 - 2013
Morgan Stanley 2007 - 2011
Protiviti 2005 - 2007
Skills
IT Audit, SOX, Risk, Security, Operational Risk, IT Risk, Risk Mitigation, Risk Management, Operational Risk..., Risk Assessment, Business Continuity, Compliance, CISA, Internal Audit, Enterprise Risk..., Compliance Management, Internal Controls, Audit, Banking, Change Management, SAP, Risk Analysis, IT Governance, Sarbanes-Oxley Act, Financial Services, Trading Systems, Electronic Trading, FX trading, FX Derivatives, Capital Markets, Financial Risk, Governance, Securities, SAS70, Information Technology
Education
Syracuse University 2000 — 2004
Bachelor of Science, Information Management and Technology
J.P. Morgan March 2015 - Present
BNY Mellon 2013 - 2015
Morgan Stanley 2011 - 2013
Morgan Stanley 2007 - 2011
Protiviti 2005 - 2007
Skills
IT Audit, SOX, Risk, Security, Operational Risk, IT Risk, Risk Mitigation, Risk Management, Operational Risk..., Risk Assessment, Business Continuity, Compliance, CISA, Internal Audit, Enterprise Risk..., Compliance Management, Internal Controls, Audit, Banking, Change Management, SAP, Risk Analysis, IT Governance, Sarbanes-Oxley Act, Financial Services, Trading Systems, Electronic Trading, FX trading, FX Derivatives, Capital Markets, Financial Risk, Governance, Securities, SAS70, Information Technology
Education
Syracuse University 2000 — 2004
Bachelor of Science, Information Management and Technology
Chris Dodd's Morgan Stanley Experience 2008 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2008 - Present
Boston Scientific 2003 - 2008
US Army June 1995 - June 2003
Education
United States Military Academy at West Point
Bachelor of Science (BS), Engineering
Syracuse University - Martin J. Whitman School of Management
MBA, Finance
Morgan Stanley 2008 - Present
Boston Scientific 2003 - 2008
US Army June 1995 - June 2003
Education
United States Military Academy at West Point
Bachelor of Science (BS), Engineering
Syracuse University - Martin J. Whitman School of Management
MBA, Finance
Walter Salvatori's Morgan Stanley Experience October 2005 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2005 - Present
The Bank of New York April 2004 - October 2005
JPMorgan Chase November 2001 - April 2004
The Chase Manhattan Bank May 1997 - October 1998
Morgan Stanley November 1991 - October 1998
Skills
Equities, Capital Markets, Asset Management, Banking, Cash Management, Corporate Finance, Derivatives, Due Diligence, FX Options, Financial Modeling, Financial Services, Fixed Income, Investment Banking, Investments, Middle Office, Prime Brokerage, Series 7, Trading
Education
Syracuse University 1986 — 1991
Morgan Stanley October 2005 - Present
The Bank of New York April 2004 - October 2005
JPMorgan Chase November 2001 - April 2004
The Chase Manhattan Bank May 1997 - October 1998
Morgan Stanley November 1991 - October 1998
Skills
Equities, Capital Markets, Asset Management, Banking, Cash Management, Corporate Finance, Derivatives, Due Diligence, FX Options, Financial Modeling, Financial Services, Fixed Income, Investment Banking, Investments, Middle Office, Prime Brokerage, Series 7, Trading
Education
Syracuse University 1986 — 1991
Brad Ivler's Morgan Stanley Experience June 2006 - August 2006
Job AVP PMO Services
Industry Information Technology and Services
Experience
Credit Suisse October 2014 - Present
Platts July 2012 - Present
Platts October 2010 - June 2012
Ann Taylor April 2010 - October 2010
Ann Taylor April 2008 - April 2010
Ann Taylor July 2007 - January 2008
Morgan Stanley June 2006 - August 2006
Skills
PMO, Project Coordination, Project Portfolio..., MS Project, SharePoint, Quality Center, SAP, SaaS, Visio, Project Implementation
Education
Syracuse University 2003 — 2007
BS, Information Management and Technology
Credit Suisse October 2014 - Present
Platts July 2012 - Present
Platts October 2010 - June 2012
Ann Taylor April 2010 - October 2010
Ann Taylor April 2008 - April 2010
Ann Taylor July 2007 - January 2008
Morgan Stanley June 2006 - August 2006
Skills
PMO, Project Coordination, Project Portfolio..., MS Project, SharePoint, Quality Center, SAP, SaaS, Visio, Project Implementation
Education
Syracuse University 2003 — 2007
BS, Information Management and Technology
H. (Hillary) Stiskin, CPA's Morgan Stanley Experience May 2000 - November 2002
Job Manager at ING
Industry Financial Services
Experience
Voya Financial November 2002 - Present
Morgan Stanley May 2000 - November 2002
BDO Seidman, LLP November 1997 - May 2000
Booz Allen Hamilton June 1997 - November 1997
Migrom Galuskin Balmuth and Co PC July 1995 - May 1997
Steven N. Kaplan and Co. September 1994 - July 1995
KPMG January 1994 - September 1994
Skills
PeopleSoft; Microsoft..., Financial Analysis, Finance, Auditing, Financial Risk, Accounting, Process Improvement, Internal Controls, General Ledger, GAAP
Education
Syracuse University - Martin J. Whitman School of Management 1990 — 1993
Bachelor of Science (B.S.), Accounting
Voya Financial November 2002 - Present
Morgan Stanley May 2000 - November 2002
BDO Seidman, LLP November 1997 - May 2000
Booz Allen Hamilton June 1997 - November 1997
Migrom Galuskin Balmuth and Co PC July 1995 - May 1997
Steven N. Kaplan and Co. September 1994 - July 1995
KPMG January 1994 - September 1994
Skills
PeopleSoft; Microsoft..., Financial Analysis, Finance, Auditing, Financial Risk, Accounting, Process Improvement, Internal Controls, General Ledger, GAAP
Education
Syracuse University - Martin J. Whitman School of Management 1990 — 1993
Bachelor of Science (B.S.), Accounting
Ken Novak's Morgan Stanley Experience August 1995 - March 2001
Job Managing Director at JPMC
Industry Financial Services
Experience
JPMorgan March 2001 - Present
Morgan Stanley August 1995 - March 2001
Mabon Securities August 1991 - July 1995
Education
Syracuse University 1987 — 1991
East Brunswick High School 1984 — 1987
JPMorgan March 2001 - Present
Morgan Stanley August 1995 - March 2001
Mabon Securities August 1991 - July 1995
Education
Syracuse University 1987 — 1991
East Brunswick High School 1984 — 1987
Leke Osinubi's Morgan Stanley Experience June 2006 - April 2007
Job Security Executive at Goldman Sachs
Industry Information Technology and Services
Experience
Goldman Sachs April 2012 - Present
Accenture, LLP September 2001 - April 2012
Emerson Electric Company May 2008 - January 2010
Best Buy November 2007 - May 2008
EMC April 2007 - November 2007
Morgan Stanley June 2006 - April 2007
Pfizer May 2004 - June 2006
Pfizer January 2003 - January 2004
Skills
Enterprise Software, Networking, Security, Information Security, CISSP, Program Management, Analysis, Risk Assessment, Business Development, Information Technology, IT Strategy, Project Delivery, ISO 27001, Access, SDLC, Business Analysis, Network Security
Education
Syracuse University 1997 — 2001
B.S, Information Management & Technology
Goldman Sachs April 2012 - Present
Accenture, LLP September 2001 - April 2012
Emerson Electric Company May 2008 - January 2010
Best Buy November 2007 - May 2008
EMC April 2007 - November 2007
Morgan Stanley June 2006 - April 2007
Pfizer May 2004 - June 2006
Pfizer January 2003 - January 2004
Skills
Enterprise Software, Networking, Security, Information Security, CISSP, Program Management, Analysis, Risk Assessment, Business Development, Information Technology, IT Strategy, Project Delivery, ISO 27001, Access, SDLC, Business Analysis, Network Security
Education
Syracuse University 1997 — 2001
B.S, Information Management & Technology
Matthew Lerner's Morgan Stanley Experience June 2008 - August 2008
Job Senior Associate at JLL
Industry Real Estate
Experience
JLL October 2013 - Present
JLL January 2013 - October 2013
JLL August 2011 - January 2013
Marcus & Millichap May 2010 - August 2010
Herald National Bank May 2009 - August 2009
Sterling Floor Designs Ltd June 2008 - August 2008
Morgan Stanley June 2008 - August 2008
MyFavoriteFloors.com (Excelsior) June 2008 - August 2008
Lifetime Brands June 2007 - August 2007
Skills
Finance, Microsoft Office, SAP, Negotiation, Valuation, Visual Basic, Financial Modeling, Microsoft Excel, Real Estate, Analysis, Leases, Commercial Real Estate, Corporate Real Estate, Argus Modeling, Real Estate Transactions, PowerPoint, Microsoft Word, Real Estate Economics, Commercial Real Estate..., Property Management, Tenant, Investment Properties, Asset Management, Disposition, Due Diligence
Education
NYU 2012 — 2013
Graduate Certificate, Real Estate
Syracuse University 2010 — 2011
Master of Science, Finance, 3.667
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
Bachelor of Science, Finance
Syosset High School 2002 — 2006
Highschool Diploma
JLL October 2013 - Present
JLL January 2013 - October 2013
JLL August 2011 - January 2013
Marcus & Millichap May 2010 - August 2010
Herald National Bank May 2009 - August 2009
Sterling Floor Designs Ltd June 2008 - August 2008
Morgan Stanley June 2008 - August 2008
MyFavoriteFloors.com (Excelsior) June 2008 - August 2008
Lifetime Brands June 2007 - August 2007
Skills
Finance, Microsoft Office, SAP, Negotiation, Valuation, Visual Basic, Financial Modeling, Microsoft Excel, Real Estate, Analysis, Leases, Commercial Real Estate, Corporate Real Estate, Argus Modeling, Real Estate Transactions, PowerPoint, Microsoft Word, Real Estate Economics, Commercial Real Estate..., Property Management, Tenant, Investment Properties, Asset Management, Disposition, Due Diligence
Education
NYU 2012 — 2013
Graduate Certificate, Real Estate
Syracuse University 2010 — 2011
Master of Science, Finance, 3.667
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
Bachelor of Science, Finance
Syosset High School 2002 — 2006
Highschool Diploma
Justin Kreibich's Morgan Stanley Experience September 2014 - Present
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2014 - Present
Edward Jones January 2011 - September 2014
MTV Networks May 2008 - August 2008
Red Hour Films May 2008 - June 2008
Skills
Financial Analysis, Finance, Strategic Financial..., Valuation, Forecasting, Investments, Stocks, Portfolio Management, Municipal Bonds, Mutual Funds, Life Insurance, Long Term Care Insurance, Disability Insurance
Education
Syracuse University 2005 — 2009
Bachelor of Science (BS), Finance, General
Syracuse University - Martin J. Whitman School of Management 2005 — 2009
B.S., Finance
Morgan Stanley September 2014 - Present
Edward Jones January 2011 - September 2014
MTV Networks May 2008 - August 2008
Red Hour Films May 2008 - June 2008
Skills
Financial Analysis, Finance, Strategic Financial..., Valuation, Forecasting, Investments, Stocks, Portfolio Management, Municipal Bonds, Mutual Funds, Life Insurance, Long Term Care Insurance, Disability Insurance
Education
Syracuse University 2005 — 2009
Bachelor of Science (BS), Finance, General
Syracuse University - Martin J. Whitman School of Management 2005 — 2009
B.S., Finance
Christopher Au's Morgan Stanley Experience April 2005 - May 2012
Job Associate Principal Examiner at FINRA
Industry Financial Services
Experience
FINRA August 2015 - Present
Standard & Poor's June 2012 - May 2015
Morgan Stanley April 2005 - May 2012
Skills
Equities, Fixed Income, Bloomberg, Capital Markets, Securities, Derivatives, Financial Services, Risk Management, Financial Analysis, Series 7, Microsoft Excel, Hedge Funds, Financial Modeling, Market Data, Sales, Operations Management, Leadership, Team Leadership
Education
Syracuse University
Bachelor’s Degree, Finance, Economics, Supply Chain Management
Xavier High School
FINRA August 2015 - Present
Standard & Poor's June 2012 - May 2015
Morgan Stanley April 2005 - May 2012
Skills
Equities, Fixed Income, Bloomberg, Capital Markets, Securities, Derivatives, Financial Services, Risk Management, Financial Analysis, Series 7, Microsoft Excel, Hedge Funds, Financial Modeling, Market Data, Sales, Operations Management, Leadership, Team Leadership
Education
Syracuse University
Bachelor’s Degree, Finance, Economics, Supply Chain Management
Xavier High School
Frank Mahoney's Morgan Stanley Experience August 2009 - April 2011
Job Portfolio Management Associate at
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management April 2011 - Present
Morgan Stanley August 2009 - April 2011
Morgan Stanley May 2007 - August 2009
AllianceBernstein October 2005 - April 2007
Skills
Series 7, Alternative Investments, Hedge Funds, Wealth Management, Creative Problem Solving, Equity Trading, Asset Allocation, Project Management
Education
Syracuse University - Martin J. Whitman School of Management 2001 — 2005
BS, Finance, Marketing, Economics (minor)
Morgan Stanley Private Wealth Management April 2011 - Present
Morgan Stanley August 2009 - April 2011
Morgan Stanley May 2007 - August 2009
AllianceBernstein October 2005 - April 2007
Skills
Series 7, Alternative Investments, Hedge Funds, Wealth Management, Creative Problem Solving, Equity Trading, Asset Allocation, Project Management
Education
Syracuse University - Martin J. Whitman School of Management 2001 — 2005
BS, Finance, Marketing, Economics (minor)
Rachel Rednor's Morgan Stanley Experience January 2013 - Present
Job Vice President, Interest Rate Sales at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2013 - Present
Morgan Stanley February 2010 - Present
Morgan Stanley October 2007 - February 2010
Morgan Stanley June 2006 - September 2007
Kaplan Test Prep and Admissions September 2004 - May 2006
Education
Syracuse University 2002 — 2006
BS/BA, Finance, Advertising, Economics
Morgan Stanley January 2013 - Present
Morgan Stanley February 2010 - Present
Morgan Stanley October 2007 - February 2010
Morgan Stanley June 2006 - September 2007
Kaplan Test Prep and Admissions September 2004 - May 2006
Education
Syracuse University 2002 — 2006
BS/BA, Finance, Advertising, Economics
Carol S. Goldstein's Morgan Stanley Experience June 1989 - February 1999
Job Managing Director, EA Markets LLC
Industry Financial Services
Experience
EA Markets LLC February 2014 - Present
Space Services Holdings, Inc. September 2013 - Present
Odyssey Moon Ltd. June 2009 - September 2013
ABN AMRO May 2001 - June 2008
ING Barings March 1999 - May 2001
Morgan Stanley June 1989 - February 1999
Davis Polk & Wardwell September 1983 - May 1989
Skills
Mergers, Venture Capital, Private Equity, Non-profits, investment ba, Corporate Finance, Start-ups, Satellite Communications, Investments, Business Strategy, Mergers & Acquisitions, Budgets, Telecommunications, Business Development, Capital Markets, Business Planning, Leveraged Finance, Financial Analysis, Restructuring, Project Finance, M&A experience, Valuation, Financial Modeling
Education
University of Miami School of Law 1980 — 1983
JD, magna cum laude
Syracuse University 1976 — 1980
BS, magna cum laude, Accounting
Rogosin High School
EA Markets LLC February 2014 - Present
Space Services Holdings, Inc. September 2013 - Present
Odyssey Moon Ltd. June 2009 - September 2013
ABN AMRO May 2001 - June 2008
ING Barings March 1999 - May 2001
Morgan Stanley June 1989 - February 1999
Davis Polk & Wardwell September 1983 - May 1989
Skills
Mergers, Venture Capital, Private Equity, Non-profits, investment ba, Corporate Finance, Start-ups, Satellite Communications, Investments, Business Strategy, Mergers & Acquisitions, Budgets, Telecommunications, Business Development, Capital Markets, Business Planning, Leveraged Finance, Financial Analysis, Restructuring, Project Finance, M&A experience, Valuation, Financial Modeling
Education
University of Miami School of Law 1980 — 1983
JD, magna cum laude
Syracuse University 1976 — 1980
BS, magna cum laude, Accounting
Rogosin High School
Avani Dhond's Morgan Stanley Experience May 2014 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2014 - Present
Goldman Sachs April 2008 - May 2014
Citigroup 2004 - 2008
Skills
ISDA, Hedge Funds, Credit Derivatives, Swaps, Middle Office, Prime Brokerage, Fixed Income, Valuation, CDS, Derivatives, Capital Markets, Interest Rate..., Risk Management, Equities
Education
Syracuse University 2002 — 2004
mba
Morgan Stanley May 2014 - Present
Goldman Sachs April 2008 - May 2014
Citigroup 2004 - 2008
Skills
ISDA, Hedge Funds, Credit Derivatives, Swaps, Middle Office, Prime Brokerage, Fixed Income, Valuation, CDS, Derivatives, Capital Markets, Interest Rate..., Risk Management, Equities
Education
Syracuse University 2002 — 2004
mba
David Panetta's Morgan Stanley Experience May 2011 - Present
Job Vice President at Morgan Stanley
Industry Banking
Experience
Morgan Stanley May 2011 - Present
Office of the Comptroller of the Currency June 2006 - May 2011
Skills
Capital Markets, Credit Risk, Credit, Financial Risk, Banking
Education
Syracuse University - Martin J. Whitman School of Management 2002 — 2006
BS, Finance / Supply Chain
Syracuse University
Morgan Stanley May 2011 - Present
Office of the Comptroller of the Currency June 2006 - May 2011
Skills
Capital Markets, Credit Risk, Credit, Financial Risk, Banking
Education
Syracuse University - Martin J. Whitman School of Management 2002 — 2006
BS, Finance / Supply Chain
Syracuse University
Fred DeSerio's Morgan Stanley Experience June 1992 - February 1995
Job Nikko Asset Management, Senior Managing Director, Head of Sales and CoHead of Business, The Americas
Industry Investment Management
Experience
Nikko Asset Management January 2015 - Present
Invesco Ltd. September 2002 - January 2015
Segal Rogerscasey January 1996 - September 2002
American International Group February 1995 - July 1996
Morgan Stanley June 1992 - February 1995
Skills
Alternative Investments, Hedge Funds, Portfolio Management, Fixed Income, Institutional, Asset Allocation, Institutional Sales, Asset Management, Equities, Mutual Funds, Investment Advisory, Financial Services, Investment Management, Investments, Series 7, Investment Strategies, Private Equity
Education
Syracuse University - Martin J. Whitman School of Management 1988 — 1992
Bachelor of Arts, Finance
Nikko Asset Management January 2015 - Present
Invesco Ltd. September 2002 - January 2015
Segal Rogerscasey January 1996 - September 2002
American International Group February 1995 - July 1996
Morgan Stanley June 1992 - February 1995
Skills
Alternative Investments, Hedge Funds, Portfolio Management, Fixed Income, Institutional, Asset Allocation, Institutional Sales, Asset Management, Equities, Mutual Funds, Investment Advisory, Financial Services, Investment Management, Investments, Series 7, Investment Strategies, Private Equity
Education
Syracuse University - Martin J. Whitman School of Management 1988 — 1992
Bachelor of Arts, Finance
David Gratz's Morgan Stanley Experience 2007 - 2008
Job Vice President at ANZ Banking Group Limited
Industry Investment Banking
Experience
ANZ Banking Group Limited 2009 - Present
Morgan Stanley 2007 - 2008
Wachovia Bank 2005 - 2007
Wachovia Bank 1999 - 2005
Standard Chartered Bank 1996 - 1998
AIG International Group 1994 - 1996
Education
Syracuse University 1991 — 1993
BS, Finance
University of Southern California 1990 — 1990
ANZ Banking Group Limited 2009 - Present
Morgan Stanley 2007 - 2008
Wachovia Bank 2005 - 2007
Wachovia Bank 1999 - 2005
Standard Chartered Bank 1996 - 1998
AIG International Group 1994 - 1996
Education
Syracuse University 1991 — 1993
BS, Finance
University of Southern California 1990 — 1990
Alex Rezaev's Morgan Stanley Experience May 2007 - August 2007
Job Vice President at Citigroup
Industry Financial Services
Experience
Citi October 2012 - Present
Nomura Securities January 2011 - October 2012
Citigroup July 2008 - January 2011
The Orange Value Fund, LLC. September 2007 - May 2008
Morgan Stanley May 2007 - August 2007
The Orange Value Fund, LLC. September 2006 - May 2007
Skills
Mergers & Acquisitions, Financial Analysis, Capital Markets, Bloomberg, Financial Modeling, Equity Derivatives, Investment Banking, Finance, Microsoft Office, Equities
Education
Syracuse University - Martin J. Whitman School of Management 2004 — 2008
B.S.
Citi October 2012 - Present
Nomura Securities January 2011 - October 2012
Citigroup July 2008 - January 2011
The Orange Value Fund, LLC. September 2007 - May 2008
Morgan Stanley May 2007 - August 2007
The Orange Value Fund, LLC. September 2006 - May 2007
Skills
Mergers & Acquisitions, Financial Analysis, Capital Markets, Bloomberg, Financial Modeling, Equity Derivatives, Investment Banking, Finance, Microsoft Office, Equities
Education
Syracuse University - Martin J. Whitman School of Management 2004 — 2008
B.S.
John J. Kazanjian's Morgan Stanley Experience January 1998 - May 2011
Job Senior VicePresident, Investments/Branch Manager at Raymond James and Associates
Industry Financial Services
Experience
Raymond James & Associates December 2013 - Present
Raymond James Financial Inc. August 2011 - December 2013
Morgan Stanley January 1998 - May 2011
Town of New Hartford January 1983 - June 1997
New York State Legislature March 1979 - November 1995
Village of New Hartford April 1975 - January 1983
WRUN Radio September 1972 - August 1979
Toronto Blue Jays January 1977 - March 1979
Skills
Investments, Leadership, Financial Advisory, Series 7, Wealth Management, Finance, Management, Recruiting, Financial Services, Mutual Funds, Retirement Planning, Series 63, Public Relations, Training, Retirement, Business Development, Sales, Securities, Strategic Planning, Public Speaking, Asset Allocation, Insurance, Portfolio Management, Investment Advisory, Alternative Investments, Estate Planning, Financial Planning, Uniform Combined State..., FINRA, Investment Strategies, 401k, Equities, Employee Benefits, Risk Management, Asset Management, Series 65, IRAs, Strategic Financial..., Series 24, Business Networking
Education
Syracuse University 1974 — 1977
Bachelors of Arts, American Studies
Syracuse University 1974 — 1977
Bachelors of Science, Broadcast Journalism
Herkimer County Community College 1972 — 1974
Associate in Applied Science (AAS), Radio-Television Broadcasting
New Hartford Central High School 1967 — 1971
Diploma
Raymond James & Associates December 2013 - Present
Raymond James Financial Inc. August 2011 - December 2013
Morgan Stanley January 1998 - May 2011
Town of New Hartford January 1983 - June 1997
New York State Legislature March 1979 - November 1995
Village of New Hartford April 1975 - January 1983
WRUN Radio September 1972 - August 1979
Toronto Blue Jays January 1977 - March 1979
Skills
Investments, Leadership, Financial Advisory, Series 7, Wealth Management, Finance, Management, Recruiting, Financial Services, Mutual Funds, Retirement Planning, Series 63, Public Relations, Training, Retirement, Business Development, Sales, Securities, Strategic Planning, Public Speaking, Asset Allocation, Insurance, Portfolio Management, Investment Advisory, Alternative Investments, Estate Planning, Financial Planning, Uniform Combined State..., FINRA, Investment Strategies, 401k, Equities, Employee Benefits, Risk Management, Asset Management, Series 65, IRAs, Strategic Financial..., Series 24, Business Networking
Education
Syracuse University 1974 — 1977
Bachelors of Arts, American Studies
Syracuse University 1974 — 1977
Bachelors of Science, Broadcast Journalism
Herkimer County Community College 1972 — 1974
Associate in Applied Science (AAS), Radio-Television Broadcasting
New Hartford Central High School 1967 — 1971
Diploma
Josh Kahan's Morgan Stanley Experience December 1999 - December 2002
Job Commercial Real Estate Broker at @properties
Industry Real Estate
Experience
@properties November 2013 - Present
Investors Playbook January 2013 - Present
Nelson Cash September 2011 - December 2012
AE January 2011 - August 2011
KB Real Estate, Inc. December 2009 - December 2010
C.O.T Investments November 2007 - September 2009
E*TRADE Financial July 2003 - October 2007
Morgan Stanley December 1999 - December 2002
EVEREN SECURITIES January 1999 - November 1999
G.V.R. COMPANY March 1997 - August 1998
Skills
Computers, People Skills, Networking, Trading, Market Research, Securities, Hedge Funds, Business Development, CRM, Sales, Mutual Funds, Alternative Investments, Private Equity, Portfolio Management, Investments, Equities, Finance, Bonds, Marketing, Options, Asset Management
Education
Loyola University
Criminal Justice/Police Science
Syracuse University
Criminal Justice and Sociology
@properties November 2013 - Present
Investors Playbook January 2013 - Present
Nelson Cash September 2011 - December 2012
AE January 2011 - August 2011
KB Real Estate, Inc. December 2009 - December 2010
C.O.T Investments November 2007 - September 2009
E*TRADE Financial July 2003 - October 2007
Morgan Stanley December 1999 - December 2002
EVEREN SECURITIES January 1999 - November 1999
G.V.R. COMPANY March 1997 - August 1998
Skills
Computers, People Skills, Networking, Trading, Market Research, Securities, Hedge Funds, Business Development, CRM, Sales, Mutual Funds, Alternative Investments, Private Equity, Portfolio Management, Investments, Equities, Finance, Bonds, Marketing, Options, Asset Management
Education
Loyola University
Criminal Justice/Police Science
Syracuse University
Criminal Justice and Sociology
Jeff Lipschutz's Morgan Stanley Experience April 2013 - June 2014
Job Legal Counsel at Partners Group
Industry Law Practice
Experience
Partners Group June 2014 - Present
Morgan Stanley April 2013 - June 2014
The Kagen Law Firm January 2013 - March 2013
Rendell Management and Consulting, LLC January 2012 - April 2012
Small Business Development Center August 2011 - December 2011
Law Office of Arthur Pomerantz May 2011 - August 2011
Spector Gadon & Rosen, P.C. May 2010 - August 2010
Comcast SportsNet Philadelphia May 2008 - August 2008
Skills
Transactional Law, Drafting Agreements, Contract Negotiation, Due Diligence, Tax, Choice Of Entity, Securities Regulation, Legal Compliance, Risk Management, Lexis, Microsoft Office, Microsoft Excel, Microsoft Word, Amicus
Education
Temple University - James E. Beasley School of Law 2009 — 2012
J.D., Law
Syracuse University 2005 — 2009
B.S. Sport Management, Sport Management, Finance
Partners Group June 2014 - Present
Morgan Stanley April 2013 - June 2014
The Kagen Law Firm January 2013 - March 2013
Rendell Management and Consulting, LLC January 2012 - April 2012
Small Business Development Center August 2011 - December 2011
Law Office of Arthur Pomerantz May 2011 - August 2011
Spector Gadon & Rosen, P.C. May 2010 - August 2010
Comcast SportsNet Philadelphia May 2008 - August 2008
Skills
Transactional Law, Drafting Agreements, Contract Negotiation, Due Diligence, Tax, Choice Of Entity, Securities Regulation, Legal Compliance, Risk Management, Lexis, Microsoft Office, Microsoft Excel, Microsoft Word, Amicus
Education
Temple University - James E. Beasley School of Law 2009 — 2012
J.D., Law
Syracuse University 2005 — 2009
B.S. Sport Management, Sport Management, Finance
Eric Brady's Morgan Stanley Experience March 2002 - June 2004
Job Institutional Securities, Vice President U.S. Regulatory Compliance at Barclays
Industry Investment Banking
Experience
Barclays September 2008 - Present
Lehman Brothers June 2004 - September 2008
Morgan Stanley March 2002 - June 2004
Morgan Stanley April 1998 - March 2002
Oppenheimer & Co. July 1996 - April 1998
Prudential Securities July 1992 - July 1996
Skills
Capital Markets, Derivatives, Equities, Fixed Income, Regulatory Examinations, Regulatory Inquiries, Trading Systems
Education
Syracuse University 1988 — 1992
Bachelor of Science (B.S.), Finance/Economics
Barclays September 2008 - Present
Lehman Brothers June 2004 - September 2008
Morgan Stanley March 2002 - June 2004
Morgan Stanley April 1998 - March 2002
Oppenheimer & Co. July 1996 - April 1998
Prudential Securities July 1992 - July 1996
Skills
Capital Markets, Derivatives, Equities, Fixed Income, Regulatory Examinations, Regulatory Inquiries, Trading Systems
Education
Syracuse University 1988 — 1992
Bachelor of Science (B.S.), Finance/Economics
James Ohadike's Morgan Stanley Experience 2010 - 2010
Job Student at Syracuse University
Industry Higher Education
Experience
Syracuse University August 2009 - Present
Morgan Stanley 2010 - 2010
Banc of America Securities LLC November 2006 - August 2009
Merrill Lynch & Co June 2004 - November 2006
Skills
Financial Analysis, Data Analysis, Customer Service, Management, Research, Microsoft Excel, Microsoft Word, SPSS, Microsoft Office, Leadership, PowerPoint, Access
Education
Syracuse University - Martin J. Whitman School of Management 2009 — 2011
MBA, Finance
University at Buffalo
BA, Sociology
Syracuse University August 2009 - Present
Morgan Stanley 2010 - 2010
Banc of America Securities LLC November 2006 - August 2009
Merrill Lynch & Co June 2004 - November 2006
Skills
Financial Analysis, Data Analysis, Customer Service, Management, Research, Microsoft Excel, Microsoft Word, SPSS, Microsoft Office, Leadership, PowerPoint, Access
Education
Syracuse University - Martin J. Whitman School of Management 2009 — 2011
MBA, Finance
University at Buffalo
BA, Sociology
Edna Chen's Morgan Stanley Experience January 2015 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Invesco Ltd. August 2011 - December 2014
UBS Wealth Management June 2008 - December 2009
Smith Barney August 2006 - June 2008
Education
Syracuse University - Martin J. Whitman School of Management
Bachelor of Science, Finance
Morgan Stanley January 2015 - Present
Invesco Ltd. August 2011 - December 2014
UBS Wealth Management June 2008 - December 2009
Smith Barney August 2006 - June 2008
Education
Syracuse University - Martin J. Whitman School of Management
Bachelor of Science, Finance
Jeffrey Pellet's Morgan Stanley Experience November 1987 - September 2006
Job Real Estate & Corp Srvs Excecutive
Industry Financial Services
Experience
NYSE Euronext October 2008 - April 2014
UBS Investment Bank July 2007 - October 2008
KLG Advisors October 2006 - June 2007
Morgan Stanley November 1987 - September 2006
Skills
Corporate Real Estate, Real Estate, Real Estate Transactions, Strategy, Facilities Management, Corporate Services, Procurement, Finance, Management, Financial Modeling, Fixed Income, Portfolio Management, Capital Markets, Asset Management, Securities, Financial Markets, Asset Managment, Valuation, Risk Management, Due Diligence, Investments, Market Data, Vendor Management
Education
Syracuse University 1982 — 1986
Bachelor of Arts (B.A.), Economics
NYSE Euronext October 2008 - April 2014
UBS Investment Bank July 2007 - October 2008
KLG Advisors October 2006 - June 2007
Morgan Stanley November 1987 - September 2006
Skills
Corporate Real Estate, Real Estate, Real Estate Transactions, Strategy, Facilities Management, Corporate Services, Procurement, Finance, Management, Financial Modeling, Fixed Income, Portfolio Management, Capital Markets, Asset Management, Securities, Financial Markets, Asset Managment, Valuation, Risk Management, Due Diligence, Investments, Market Data, Vendor Management
Education
Syracuse University 1982 — 1986
Bachelor of Arts (B.A.), Economics
Christopher Chun's Morgan Stanley Experience August 2014 - Present
Job AVP of Finance at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley August 2014 - Present
BNP Paribas November 2013 - Present
CREDIT SUISSE November 2009 - February 2013
LIGHTSPEED TRADING/FINANCIAL, LLC April 2008 - February 2009
WICKED FASHIONS, INC May 2007 - April 2008
JOHN HANCOCK FINANCIAL NETWORK January 2006 - May 2007
Skills
Excel, Finance, Financial Analysis, Financial Services, Equities, Fixed Income, Management, Financial Risk, Investment Banking, Analysis, Trading
Education
Syracuse University
Bachelor of Arts, Economics 2005
Morgan Stanley August 2014 - Present
BNP Paribas November 2013 - Present
CREDIT SUISSE November 2009 - February 2013
LIGHTSPEED TRADING/FINANCIAL, LLC April 2008 - February 2009
WICKED FASHIONS, INC May 2007 - April 2008
JOHN HANCOCK FINANCIAL NETWORK January 2006 - May 2007
Skills
Excel, Finance, Financial Analysis, Financial Services, Equities, Fixed Income, Management, Financial Risk, Investment Banking, Analysis, Trading
Education
Syracuse University
Bachelor of Arts, Economics 2005
Ralph DiMeo's Morgan Stanley Experience 1991 - 2002
Job Principal at HFDDX
Industry Financial Services
Experience
WeatherWool LLC January 2010 - Present
The Hedge Fund Due Diligence Group 2002 - Present
Alex Outdoors January 2000 - Present
Morgan Stanley 1991 - 2002
Bell Labs / Bellcore 1983 - 1991
Skills
Marketing Strategy, Public Speaking, Apparel, Team Building, Fundraising, Business Planning, Investments, Strategic Planning, Equities, Social Media Marketing, Asset Managment
Education
Syracuse University
WeatherWool LLC January 2010 - Present
The Hedge Fund Due Diligence Group 2002 - Present
Alex Outdoors January 2000 - Present
Morgan Stanley 1991 - 2002
Bell Labs / Bellcore 1983 - 1991
Skills
Marketing Strategy, Public Speaking, Apparel, Team Building, Fundraising, Business Planning, Investments, Strategic Planning, Equities, Social Media Marketing, Asset Managment
Education
Syracuse University
Cosette Coram's Morgan Stanley Experience January 1999 - May 2003
Job Compliance Analyst
Industry Insurance
Experience
American International Group, Inc November 2010 - Present
New York School Construction Authority January 2008 - June 2010
Lehman Brothers June 2004 - July 2007
Morgan Stanley January 1999 - May 2003
Randstad June 1996 - November 1998
THE LIMITED INCORPORATED October 1994 - June 1996
Skills
Vlookups, Macros, Drop..., Training & Development, Data Analysis, Employee Training, Visio, Vendor Management, Analysis, PeopleSoft, Recruiting, Human Resources, Program Management, Onboarding, Employee Benefits, Training
Education
Syracuse University 1991 — 1995
B.A., Psychology
American International Group, Inc November 2010 - Present
New York School Construction Authority January 2008 - June 2010
Lehman Brothers June 2004 - July 2007
Morgan Stanley January 1999 - May 2003
Randstad June 1996 - November 1998
THE LIMITED INCORPORATED October 1994 - June 1996
Skills
Vlookups, Macros, Drop..., Training & Development, Data Analysis, Employee Training, Visio, Vendor Management, Analysis, PeopleSoft, Recruiting, Human Resources, Program Management, Onboarding, Employee Benefits, Training
Education
Syracuse University 1991 — 1995
B.A., Psychology
Deanna King's Morgan Stanley Experience January 2011 - Present
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2011 - Present
Morton, Gober & Co. May 2010 - August 2010
Skills
Equities, Risk Management, Trading, Electronic Trading, Management, Account Reconciliation
Education
Syracuse University - Martin J. Whitman School of Management 2007 — 2010
Bachelor's degree, Accounting and Finance
Morgan Stanley January 2011 - Present
Morton, Gober & Co. May 2010 - August 2010
Skills
Equities, Risk Management, Trading, Electronic Trading, Management, Account Reconciliation
Education
Syracuse University - Martin J. Whitman School of Management 2007 — 2010
Bachelor's degree, Accounting and Finance
Cy Baba's Morgan Stanley Experience March 1995 - Present
Job Consultant at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 1995 - Present
Goldman Sachs January 1989 - March 1995
Education
Syracuse University
Morgan Stanley March 1995 - Present
Goldman Sachs January 1989 - March 1995
Education
Syracuse University
Dan Klonsky's Morgan Stanley Experience November 1998 - July 2007
Job Sr.VP./ Investments @ UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. August 2007 - Present
Morgan Stanley November 1998 - July 2007
Education
Syracuse University 1973 — 1977
Bachelor of Science, Finance
UBS Financial Services Inc. August 2007 - Present
Morgan Stanley November 1998 - July 2007
Education
Syracuse University 1973 — 1977
Bachelor of Science, Finance
Jeremy Guerrido's Morgan Stanley Experience February 2014 - Present
Job High NetWorth Lending Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2014 - Present
Rothstein Kass June 2013 - August 2013
Concept Real Estate Group, LLC May 2012 - August 2012
Abercrombie & Fitch May 2009 - September 2011
Skills
Relationship Management, Securities Lending, Private Banking, Strategic Planning, Stock Trading, Accounting, Microsoft Office, Microsoft Excel, Finance, Management, Financial Analysis, Analysis, Customer Service, Microsoft Word, Leadership, Research, Business Development, Sales, Project Management
Education
Syracuse University - Martin J. Whitman School of Management 2009 — 2013
Bachelor of Science (B.S.), Accounting
Morgan Stanley February 2014 - Present
Rothstein Kass June 2013 - August 2013
Concept Real Estate Group, LLC May 2012 - August 2012
Abercrombie & Fitch May 2009 - September 2011
Skills
Relationship Management, Securities Lending, Private Banking, Strategic Planning, Stock Trading, Accounting, Microsoft Office, Microsoft Excel, Finance, Management, Financial Analysis, Analysis, Customer Service, Microsoft Word, Leadership, Research, Business Development, Sales, Project Management
Education
Syracuse University - Martin J. Whitman School of Management 2009 — 2013
Bachelor of Science (B.S.), Accounting
Lichao Zheng's Morgan Stanley Experience January 2015 - July 2015
Job VP, Risk Management at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. August 2015 - Present
Morgan Stanley January 2015 - July 2015
Morgan Stanley January 2013 - January 2015
Deloitte October 2010 - July 2011
Deloitte July 2008 - September 2010
Deloitte Canada January 2007 - March 2007
Skills
CPA, CPA of China, Regulatory Reporting, Financial Analysis, Risk Assessment, Project Management, Mandarin, Auditing, Accounting
Education
Syracuse University 2011 — 2012
Master of Science in Accounting, Accounting
JPMorgan Chase & Co. August 2015 - Present
Morgan Stanley January 2015 - July 2015
Morgan Stanley January 2013 - January 2015
Deloitte October 2010 - July 2011
Deloitte July 2008 - September 2010
Deloitte Canada January 2007 - March 2007
Skills
CPA, CPA of China, Regulatory Reporting, Financial Analysis, Risk Assessment, Project Management, Mandarin, Auditing, Accounting
Education
Syracuse University 2011 — 2012
Master of Science in Accounting, Accounting
Brendan Loftus's Morgan Stanley Experience September 2008 - January 2009
Job Finance/Business Manager at University of Southern California
Industry Sports
Experience
University of Southern California September 2009 - Present
National Grid January 2009 - September 2009
Morgan Stanley September 2008 - January 2009
Citi May 2007 - September 2007
Skills
Finance, Microsoft Excel, Financial Analysis, Microsoft Office, Financial Modeling, PowerPoint, Social Media, Strategic Planning, Strategic Financial..., Microsoft Word, Public Speaking, Leadership, Customer Service, Marketing, Analysis, Management, Market Research, Sales
Education
Syracuse University - Martin J. Whitman School of Management 2004 — 2008
Bachelor of Science, Finance
Immaculate Heart Central 2001 — 2004
University of Southern California September 2009 - Present
National Grid January 2009 - September 2009
Morgan Stanley September 2008 - January 2009
Citi May 2007 - September 2007
Skills
Finance, Microsoft Excel, Financial Analysis, Microsoft Office, Financial Modeling, PowerPoint, Social Media, Strategic Planning, Strategic Financial..., Microsoft Word, Public Speaking, Leadership, Customer Service, Marketing, Analysis, Management, Market Research, Sales
Education
Syracuse University - Martin J. Whitman School of Management 2004 — 2008
Bachelor of Science, Finance
Immaculate Heart Central 2001 — 2004
Adam Akst's Morgan Stanley Experience May 2012 - Present
Job Physical Oil Scheduler at Morgan Stanley
Industry Oil & Energy
Experience
Morgan Stanley May 2012 - Present
Morgan Stanley September 2008 - March 2012
Syracuse Crunch January 2006 - May 2008
New York Rangers June 2007 - August 2007
Skills
Great knowledge of...
Education
Syracuse University - Martin J. Whitman School of Management 2004 — 2008
Bacherlor of Science, Finance, Martketing
Morgan Stanley May 2012 - Present
Morgan Stanley September 2008 - March 2012
Syracuse Crunch January 2006 - May 2008
New York Rangers June 2007 - August 2007
Skills
Great knowledge of...
Education
Syracuse University - Martin J. Whitman School of Management 2004 — 2008
Bacherlor of Science, Finance, Martketing
Douglas Hollowell's Morgan Stanley Experience 2006 - 2008
Job
Industry Financial Services
Experience
Espirito Santo Bank 2013 - 2014
Alliance Partners LLC 2010 - 2013
Tygris Commercial Finance 2008 - 2010
Morgan Stanley 2006 - 2008
Merrill Lynch 1999 - 2006
Rogers & Wells 1995 - 1999
White & Case 1993 - 1995
New York Court of Appeals 1991 - 1993
New York Court of Appeals 1991 - 1993
Skills
Hedge Funds, Treasury Management, Banking, Securities, Risk Management, Financial Services, Equities, Strategy, Capital Markets, Investments, Mergers & Acquisitions, Investment Banking, Asset Management, Private Equity, Due Diligence, Corporate Finance
Education
Syracuse University
Doctor of Law (J.D.)
University of Minnesota
Master of Arts (M.A.)
University of Minnesota
B.A.
Espirito Santo Bank 2013 - 2014
Alliance Partners LLC 2010 - 2013
Tygris Commercial Finance 2008 - 2010
Morgan Stanley 2006 - 2008
Merrill Lynch 1999 - 2006
Rogers & Wells 1995 - 1999
White & Case 1993 - 1995
New York Court of Appeals 1991 - 1993
New York Court of Appeals 1991 - 1993
Skills
Hedge Funds, Treasury Management, Banking, Securities, Risk Management, Financial Services, Equities, Strategy, Capital Markets, Investments, Mergers & Acquisitions, Investment Banking, Asset Management, Private Equity, Due Diligence, Corporate Finance
Education
Syracuse University
Doctor of Law (J.D.)
University of Minnesota
Master of Arts (M.A.)
University of Minnesota
B.A.
Josh Fanaroff's Morgan Stanley Experience January 1998 - December 1999
Job
Industry
Experience
SunTrust Robinson Humphrey November 2014 - Present
Randstad US March 2013 - November 2014
Houlihan Lokey June 2010 - March 2013
Career Group Inc. (Contracted Houlihan Lokey) September 2005 - May 2010
Credit Agricole Indosuez/ Broadstreet Group January 2002 - December 2004
High Point School of Bergen County June 2000 - August 2002
Standard Motor Products January 2000 - December 2000
Morgan Stanley January 1998 - December 1999
Celebrity Service International June 1997 - October 1998
Skills
Administrative..., Travel Arrangements, Office Management, Office Administration, Outlook
Education
Syracuse University
Bachelor of Fine Arts (BFA), Theatre
SunTrust Robinson Humphrey November 2014 - Present
Randstad US March 2013 - November 2014
Houlihan Lokey June 2010 - March 2013
Career Group Inc. (Contracted Houlihan Lokey) September 2005 - May 2010
Credit Agricole Indosuez/ Broadstreet Group January 2002 - December 2004
High Point School of Bergen County June 2000 - August 2002
Standard Motor Products January 2000 - December 2000
Morgan Stanley January 1998 - December 1999
Celebrity Service International June 1997 - October 1998
Skills
Administrative..., Travel Arrangements, Office Management, Office Administration, Outlook
Education
Syracuse University
Bachelor of Fine Arts (BFA), Theatre
David Coelho's Morgan Stanley Experience 2003 - 2007
Job Managing Director at Northstar Realty Finance
Industry Real Estate
Experience
NorthStar Realty Finance Corp. July 2014 - Present
Grove International Partners 2007 - 2014
Morgan Stanley 2003 - 2007
Skills
Private Equity, Asset Management, Due Diligence, Financial Modeling, Mergers, Portfolio Management, Valuation, Investments, Capital Markets, Real Estate Economics, Financial Analysis, Real Estate, Finance, Commercial Real Estate, Corporate Finance, Financial Structuring
Education
Wharton Business School 2000 — 2002
Syracuse University 1992 — 1996
NorthStar Realty Finance Corp. July 2014 - Present
Grove International Partners 2007 - 2014
Morgan Stanley 2003 - 2007
Skills
Private Equity, Asset Management, Due Diligence, Financial Modeling, Mergers, Portfolio Management, Valuation, Investments, Capital Markets, Real Estate Economics, Financial Analysis, Real Estate, Finance, Commercial Real Estate, Corporate Finance, Financial Structuring
Education
Wharton Business School 2000 — 2002
Syracuse University 1992 — 1996
Gregg Lazarescu's Morgan Stanley Experience February 2006 - June 2012
Job Managing Director Investments, Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors June 2012 - Present
Morgan Stanley February 2006 - June 2012
JPMorgan Chase & Co. 1994 - February 2006
Education
Syracuse University 1987 — 1992
Bachelor’s Degree, Economics
Cedar Ridge High School 1983 — 1987
Wells Fargo Advisors June 2012 - Present
Morgan Stanley February 2006 - June 2012
JPMorgan Chase & Co. 1994 - February 2006
Education
Syracuse University 1987 — 1992
Bachelor’s Degree, Economics
Cedar Ridge High School 1983 — 1987
Kim Tomlinson's Morgan Stanley Experience January 2010 - December 2011
Job Consultant and Analyst
Industry Financial Services
Experience
Macy's January 2012 - December 2013
Morgan Stanley January 2010 - December 2011
Goldman Sachs January 2001 - December 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Accounts Payable, Accounts Receivable, Dividends, Business Systems, Certificates of Deposit, Client Services, Organization Skills, Account Management, International Business, Cash Register, Customer Service
Education
Syracuse University
Macy's January 2012 - December 2013
Morgan Stanley January 2010 - December 2011
Goldman Sachs January 2001 - December 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Accounts Payable, Accounts Receivable, Dividends, Business Systems, Certificates of Deposit, Client Services, Organization Skills, Account Management, International Business, Cash Register, Customer Service
Education
Syracuse University
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS