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
First Tennessee Bank May 2009 - Present
First Tennessee Bank September 2007 - May 2009
First Tennessee Bank March 2005 - September 2007
Enterprise Bank (Enterprise Bancorp) June 2002 - March 2005
Morgan Stanley December 2001 - May 2002
Skills
Small Business Lending, Credit, Commercial Lending, Commercial Banking, Portfolio Management, Credit Risk, Financial Analysis, Banking, Loans, Credit Analysis, Finance, Underwriting
Education
Bentley University 1999 — 2002
Bachelor's degree, Finance, General
Deutsche Bank March 2011 - Present
UBS February 2008 - March 2011
Morgan Stanley June 2007 - August 2007
Patni Computer Systems June 2004 - August 2006
Skills
Equities, Trading Systems, Distributed Systems, Multithreading, C#, .NET, WPF, WinForms, Market Data, Java, Web Applications, Web Services, Agile Methodologies, Test Driven Development, Struts
Education
State University of New York at Buffalo 2006 — 2008
Master of Science (MS), Computer Science
Bharathiar University 2000 — 2004
Bachelor of Engineering (BE), Computer Science
MetTel August 2013 - Present
ARROW S3 January 2007 - May 2012
Morgan Stanley March 2005 - March 2007
AT&T Wireless October 2001 - March 2005
AT&T Wireless August 2000 - October 2001
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Program Management, Project Management, Research, Outlook, Customer Service, Insurance, Microsoft Word, Strategic Planning, Team Building, Sales, Non-profits, Access, Account Management, Training, Call Centers, Process Improvement, Telecommunications, Management, Team Leadership, Vendor Management, Nonprofits, Wireless
Education
Mississippi State University 2010 — 2013
Bachelor of Science (B.S.), Geological and Earth Sciences/Geosciences, 3.31
Penn State University 2009 — 2011
Certification, Weather Forecasting, 3.4
Bergen Community College
A.A, Arts and Earth Science
Morgan Stanley June 2015 - Present
Inserra Supermarkets May 2014 - Present
Inserra Supermarkets June 2011 - Present
Inserra Supermarkets June 2012 - August 2013
Skills
Food Service, Cashiering, Calculus, Leadership, Team Building, Microsoft Word, Microsoft Excel, Public Speaking, Baking, Customer Service, Sales, Time Management, Outlook, Social Networking
Education
Bentley University 2013 — 2017
Bachelor's Degree, Management
Immaculate Heart Academy 2009 — 2013
High School Diploma
Irvine Valley College 2011 - 2011
Wells Fargo 2006 - 2007
Bank of America 2005 - 2005
Morgan Stanley 2002 - 2003
Education
Concordia University Irvine 2013 — 2014
Mathematics
University of Redlands 2009 — 2011
Master of Business Administration (MBA), Finance
The Ohio State University
Electrical Engineer, Digital Microelectronics
Youngstown State University
Bachelor of Science (BS), Electrical Engineering
Bethel University
Bachelor of Arts (BA), Philosophy and Psychology
Morgan Stanley August 2015 - Present
Skills
C++, CSS, HTML, PHP, MySQL, JavaScript, HTML 5, FileMaker, C, WordPress, Python, LaTeX, jQuery, Threejs, Django, AngularJS, C#, Git, Node.js, Amazon Web Services..., Heroku, Chrome dev tools, Closure library, Occam, AutoCAD, SQLite, Android SDK, MongoDB, Unity3D, Embedded Systems, XPath, Microsoft Excel, Microsoft Office
Education
Berea College 2011 — 2015
Bachelor of Arts (B.A.), Computer Science, Summa Cum Laude
Thrivent Financial September 2014 - Present
Tritec Marketing May 2010 - April 2014
JEM Technical January 2010 - April 2014
Allstate 2008 - 2010
JEM Technical January 2007 - December 2008
Wall Street Financial Group January 2004 - January 2007
Focus Financial December 2002 - October 2003
NetWorth 2002 - 2002
Morgan Stanley 2000 - 2002
JEM Technical January 1994 - April 2000
Education
Berklee College of Music 1990 — 1993
Songwriting Major
Cisco May 2013 - Present
Cisco November 2006 - May 2013
Merrill Lynch November 2004 - August 2005
Morgan Stanley 2003 - 2005
IBM Global Services 1995 - 2003
IBM 1995 - 2003
Skills
Wireless, Professional Services, Sales, Cloud Computing, Managed Services, Go-to-market Strategy, Unified Communications, Data Center, Solution Selling, Pre-sales, SaaS, Channel Partners, Enterprise Software, Telecommunications, VoIP
Education
Middlesex County College 1995 — 1997
Business Management
Bergen Community College 1990 — 1991
IT & Business Management
Computer Processing Inst. 1981 — 1983
Certification, Electronics & Computer Technology
Morgan Stanley January 2015 - Present
Morgan Stanley August 2012 - Present
Morgan Stanley June 2010 - August 2012
Morgan Stanley July 2009 - June 2010
Total Home Solutions Inc. July 2007 - May 2009
All Professional Remodeling Group July 2004 - March 2007
Skills
ITIL, Software Development, IT Strategy, IT Management, IT Service Management, Microsoft Office, Windows 7, Disaster Recovery, SharePoint, Windows Server, Enterprise Architecture, Windows XP
Education
Berkeley College 2005 — 2007
Business Administration, Management and Operations
Morgan Stanley August 2014 - Present
Morgan Stanley June 2013 - August 2013
Berea College August 2012 - June 2013
Berea College August 2010 - June 2013
Berea College August 2011 - August 2012
Skills
C++, Ruby on Rails, SQL, FileMaker, HTML, CSS, AutoCAD, Git, JavaScript, Programming, Research, Python, Java
Education
Berea College 2010 — 2014
Bachelor of Arts (B.A.), Mathematics and Computer Science
Alliance High School 2004 — 2007
High School Diploma
Sawaya Segalas 2015 - Present
The Presidio Group 2013 - 2014
AGC Partners December 2012 - March 2013
Morgan Stanley June 2011 - December 2012
Versailles Group January 2011 - June 2011
Skills
Investments, Valuation, Financial Modeling, Bloomberg, Financial Analysis, Business Strategy, Leadership, Finance, Analysis, Investment Banking, Corporate Finance, Mergers & Acquisitions, Portfolio Management, Equities, Strategic Financial..., Asset Management, Private Equity, Mutual Funds, Alternative Investments, Fixed Income, Wealth Management, Financial Advisory, Series 7
Education
Bentley University 2007 — 2011
BS, Finance, Minor in Management
J.P. Morgan Chase Bank, N.A. November 2012 - Present
UBS November 2008 - November 2012
Morgan Stanley May 2003 - November 2008
Turcotte Hockey School June 1994 - August 2002
Education
Eastern Michigan University 2001 — 2003
B.B.A., Finance
Bentley University 1999 — 2001
Finance
Orchard Lake St. Mary's High School 1994 — 1997
Citi October 2014 - Present
Lending Club May 2012 - September 2014
Capital One January 2007 - June 2009
Morgan Stanley January 2006 - May 2007
Skills
B2B, Sales Process, Account Acquisition, Customer Relations, New Business Development, Persuasive Communication, Problem Solving, Self-driven, Sales Presentations, Salesforce.com, Microsoft Office, Customer Service, Quantitative Analysis, Market Analysis, Business Relationship..., Data Analysis, Negotiation, Direct Sales, Self Starter, Financial Analysis, Qualitative Research, Radiology, Radiation Safety, Operating Room, Trauma, Emergency Room, CRM, Customer Acquisition, Quantitative Analytics, Leadership, Cold Calling, Account Management, Marketing Strategy, Sales Operations, Sales Management, Customer Satisfaction, Time Management, Business Development, Finance, Cross-functional Team..., Forecasting, Financial Services, Management, Sales, Sales Force Development, Healthcare, Team Building, Marketing, Analysis
Education
MGH Institute of Health Professions 2010 — 2012
Post-Baccalaureate, Radiology, 3.98
Bentley University 2003 — 2007
Bachelors of Science, Economics and Finance, 3.4
Piper Jaffray October 2013 - Present
Piper Jaffray August 2010 - September 2013
Morgan Stanley March 2010 - August 2010
BlueFin Research Partners March 2005 - March 2010
Skills
Equities, Series 7, Series 63, Bloomberg, Hedge Funds, Asset Allocation, Securities, Capital Markets, Options, Due Diligence, Finance
Education
Bentley University 2001 — 2004
Bachelor's degree, Finance
University of Massachusetts, Amherst
Merrill Lynch March 2014 - Present
Morgan Stanley October 2013 - March 2014
Chuck Martino & Associates March 2013 - August 2013
United States Marine Corps January 2009 - March 2013
Skills
Military, Military Operations, Security Clearance, Operational Planning, Military Experience, Supervisory Skills, Follow Through, Customer Service, Professional..., Statistical Data..., Military Training, Weapons, National Security, Force Protection, Command, Marine Corps, Counterinsurgency, Marksmanship, Tactics, Microsoft Office
Education
Berry College 2007 — 2008
TesPro Systems Pvt. Ltd. August 2010 - January 2013
Discover Financial Services July 2005 - October 2006
Morgan Stanley July 2004 - July 2005
jcpenney June 2003 - June 2004
Marks and Spencer May 2002 - October 2003
CSC March 2002 - May 2002
Cognizant Technology Solutions May 1998 - May 2002
Skills
Quality Assurance, ROIs, Software Project..., Business Analysis, Global Delivery, SDLC, COTS, Requirements Analysis, Software Testing Life..., IT Strategy, Program Management
Education
Ladys Sivaswamy Higher Secondary School 1989 — 2006
11th 12th, Science
Bharathiar University 1994 — 1998
BE, EEE
Kendirya vidyalaya CLRI 1982 — 1992
10th, school
Raymond James Financial Services November 2008 - Present
Falcon Financial Corp. November 2008 - Present
Morgan Stanley April 2000 - November 2008
Skills
Portfolio Management, Mutual Funds, Securities, Series 7, Financial Advisory, Retirement Planning, Uniform Combined State..., Licensed Life Insurance..., Series 63, Finance, Annuity Sales, FINRA, Estate Planning, Asset Allocation, Fixed Annuities, Series 66, Series 31, Series 9, Series 10
Education
Bentley University 1994 — 1998
Economics & Finance
Swampscott High School 1992 — 1994
St. John's Prep 1990 — 1992
UBS Financial Services, Inc. December 2010 - Present
Morgan Stanley July 2009 - December 2010
Education
Bentley University
BS, Finance; Double Minor, International Studies and Marketing
Morgan Stanley August 2015 - Present
Investors Capital June 2014 - August 2015
Morgan Stanley Wealth Management September 2013 - May 2014
Fresenius Medical Care June 2013 - September 2013
Exergen Corporation April 2011 - April 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Close Attention to..., Achieving Results, Highly motivated..., Flexible to Change, Accountability, Leadership, Teamwork, Accounting, Management, Research, Public Speaking, Analysis, Investments
Education
Bentley University 2010 — 2014
Bachelor of Science (B.S.), Finance & Economics, 3.42
University College Dublin 2012 — 2012
Bachelor of Science (B.S.), Finance & Economics
St. John's Prep High School, Danvers, MA 2006 — 2010
H.S. Diploma
TIAA-CREF August 2009 - Present
DW Practice August 2007 - Present
AT&T Mobility September 2007 - July 2009
Cognizant Technology Solutions October 2004 - July 2007
Morgan Stanley October 2004 - July 2007
Satyam 2003 - October 2004
Skills
Data Modeling, OBIEE, Business Objects, PL/SQL, Unix Shell Scripting, Business Intelligence..., COBOL, RDBMS, ETL Tools, Software Installation, Informatica, Teradata, ETL, Data Warehousing, Erwin, Oracle, Enterprise Architecture, Unix, Shell Scripting
Education
Bharathidasan University
MCA, Masters in Computer Applications
Morgan Stanley 2014 - Present
Education
Bethany College 2011 — 2014
Bachelor of Arts (B.A.), Economics and Finance, Double Major in Economics and Finance
Ports America May 2014 - Present
Barclays July 2012 - May 2014
Barclays Capital June 2011 - August 2011
Morgan Stanley July 2008 - July 2010
The Binding Source, LLC. May 2006 - September 2006
Skills
Investment Banking, Corporate Finance, Strategy, Private Equity, Financial Modeling, Analysis, Business Development, Financial Analysis, Valuation, Finance, Bloomberg, Investments, Corporate Development, Due Diligence
Education
Boston University - School of Management 2010 — 2012
MBA, Finance
Bentley University 2004 — 2008
BS, Finance
Lorenzo de' Medici School
Morgan Stanley February 2015 - Present
UrbanDaddy October 2014 - Present
Impole Corporation October 2013 - April 2014
Petrossian December 2010 - January 2013
Barnes & Noble June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Teamwork, Customer Service, Financial Analysis, Accounting, Finance, Bloomberg, Economics, Financial Modeling, Corporate Finance, Financial Reporting, Access, Public Speaking, Portfolio Management, Film Editing, NetSuite
Education
Bentley University 2010 — 2014
Bachelor's degree, Finance, General
Xavier High School 2006 — 2010
High School Diploma
Grant Associates 2012 - 2013
Grant Associates Inc 2011 - 2012
Regions Financial Corporation 2007 - 2007
Bank of America 2003 - 2007
New Millennium Consulting, LLC 2001 - 2003
Morgan Stanley 1999 - 2001
Bethune-Cookman University 1995 - 1998
Bethune-Cookman University 1995 - 1998
Skills
Staff Development, Research, Management, Organizational..., Recruiting, Analysis, Higher Education, Career Development, Public Speaking, Career Counseling, Microsoft Excel, Entrepreneurship, PowerPoint, Microsoft Word, Student Affairs, Strategic Planning, Microsoft Office, American Sign Language, Data Research, Employee Training, Oracle CRM, Grant Writing, Sales Management, Spanish, SPSS, Photography, Digital Photography, Event Photography, Portrait Photography, Studio Photography, Fashion Photography, Leadership
Education
Long Island University, Brooklyn Campus
Masters in Public Administration, Non-Profit Management
Bethune-Cookman University
Bachelor of Science, Education
Nova Law firm August 2009 - Present
JKenterpriseLLC March 2007 - Present
KingsTelecommunications October 2007 - August 2010
Community Counseling and Medialtion September 2004 - September 2007
Morgan Stanley February 1998 - September 2001
Skills
Computer Graphics, Accounting, Data Entry, Negotiation, Quickbooks, Event Organizer, Excel, Microsoft Office, Word, PowerPoint, Customer Relations, Non-profits, Customer Service, Writing, Photoshop, Access, Problem Solving, Teamwork, Windows, Event Planning, Microsoft Excel, Social Networking, Research, Microsoft Word, Leadership, Nonprofits, Public Speaking
Education
Berkeley College 2011 — 2016
BBA, Accounting
New York University 1990 — 1993
BBA, Computer Science
JPMorgan Chase & Co. April 2014 - Present
Federal Reserve Bank of New York through Open Systems Technologies November 2012 - April 2014
Morgan Stanley October 2011 - November 2012
Mercedes Benz USA LLC September 2002 - October 2011
3i Infotech October 2001 - September 2002
Dow Jones November 2000 - September 2001
3i Infotech March 2000 - November 2000
CBSI acquired by CSC April 1998 - March 2000
Skills
Spring, Hibernate, Java Enterprise Edition, JSP, Websphere, Spring Framework, Web Services, Struts, Tomcat, JDBC, JAVA, JEE, Oracle, Object Oriented Design, Flex, JQuery, Servlet, JMS, JMX, JNDI, EJB, ActionScript, AIX, LINUX, DB2, MS SQL, Eclipse, J2EE, Spring Integration, Spring Batch, Ext JS, Java Enterprise..., R, MongoDB, Big Data, Hadoop, Hive, MapReduce, Apache Pig, Apache ZooKeeper, Java, Microsoft SQL Server, Servlets
Education
Bharathidasan Institute of Management Tiruchirapalli 1993 — 1997
BS, Computer Science & Engineering
Morgan Stanley September 2008 - January 2009
Pershing LLC February 2007 - March 2008
Citibank May 2003 - December 2006
Education
BMCC
Bachelors of Science, Finance
Berkeley College
Associate Applied Science, Finance
Ameriprise Financial Services, Inc. May 2011 - Present
TD Ameritrade June 2008 - May 2011
Ameriprise Financial June 2006 - June 2008
Wells Fargo January 2003 - May 2006
Hitching Post Motorsports March 2002 - September 2002
Morgan Stanley January 2000 - October 2001
Skills
Strategic Financial..., Sales, Investments, Retirement Planning, Finance, Retirement, LinkedIn, Salesforce.com, Financial Planning, Series 7, Insurance, CFP®, Increasing Revenue, Client Acquisition, Sales Coach, Marketing Strategy, Execution of Business..., Public Speaking, Separately Managed..., Unified Managed Accounts, Client Acquisition..., Closed-end Funds, Structured Notes, Portfolio Management, Social Media, Microsoft Office, Series 66, Uniform Combined State..., Hockey, ATV, Racing
Education
Bethel University 1995 — 1999
Psychology, Business
AllianceBernstein April 2014 - Present
Morgan Stanley November 2012 - March 2014
Curve Asset Management May 2012 - August 2012
State Street Corporation June 2011 - September 2011
NUA Advisors January 2011 - May 2011
Ronin Capital July 2010 - September 2010
Ronin Capital May 2010 - July 2010
Vector Marketing January 2009 - September 2009
Vector Marketing January 2008 - January 2009
Vector Marketing July 2007 - January 2008
Skills
Access, Sales, Data Analysis, Leadership, Analysis, Microsoft Excel, Financial Analysis, PowerPoint, Process Improvement, Management, Strategy
Education
Bentley University 2008 — 2012
Bachelor of Science, Economics-Finance
Lake Forest Academy 2006 — 2008
Morgan Stanley Client Relationship Manager - 401
Fidelity Investments October 1996 - March 2006
Skills
401k, Defined Benefit, Series 7, FINRA, Retirement, ERISA, Profit Sharing, Mutual Funds, Asset Allocation, Retirement Planning, Investment Advisory, Retirement Services, Client Service, Deferred Compensation, Financial Advisory, Investments, Series 63, Series 6, Wealth Management, Plan Administration, Series 66, Asset Management, Financial Planning, Employee Benefits, Client Services, Plan Design, Retirement Plan...
Education
Bentley University
Clark University
Morgan Stanley September 2006 - Present
AIT Global Inc. March 2005 - September 2006
24x7 ESI INC February 2006 - August 2006
Tata Consultancy Services February 2004 - December 2004
Education
Bharathidasan University 1997 — 2000
MCA, Computer Applications
Madras University 1994 — 1997
Bachelor's degree, Mathematics
Citigroup March 2009 - Present
Lehman Brothers March 2007 - March 2009
Morgan Stanley 2006 - 2008
Credit Suisse August 2004 - March 2006
Morgan Stanley January 1994 - August 2004
Skills
Business Objects, Essbase, SharePoint, Microsoft Office, QlikView, Process Improvement, Integration, PeopleSoft, Analytics, Risk Management, Project Management, Hyperion Enterprise, Financial Analysis, Management, Data Warehousing, Business Analysis, Forecasting, PMO, Financial Modeling, Vendor Management, Expense Management, Business Process..., Budgets, Finance, Strategy, Financial Risk, Accounting, Financial Services, Fixed Income, Equities, Investment Banking
Education
Bentley University 1986 — 1990
BS, Finance
Morgan Stanley July 2014 - Present
iBasis July 2013 - October 2013
Morgan Stanley Wealth Management June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Social Media, Outlook, Facebook, Customer Service, Public Speaking, SAP, SPSS, Equities, Financial Markets, Process Modeling, Morningstar, Data Analysis, Training, Financial Analysis, Leadership
Education
Bentley University 2010 — 2014
Marketing and Law
Morgan Stanley January 2015 - June 2015
Morgan Stanley February 2014 - December 2014
Kinetic Financial Advisors March 2013 - April 2014
NEC Inc. May 2013 - June 2013
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Bloomberg, Salesforce.com, GoToMeeting, Broadridge/Forefield, LifeView® Financial..., RiskMetrics WealthBench
Education
University of San Francisco 2015 — 2017
Master's degree, Financial Analysis
Bentley University 2010 — 2014
Bachelor's degree, Economics and Finance
Tower Capital Management March 2009 - Present
Merrill Lynch March 2009 - March 2011
Citi December 2003 - February 2008
Morgan Stanley March 1998 - October 2003
Skills
Commodity Markets, International Sales, Stock Trading, Equities, Portfolio Management, Wealth Management, Equity Trading, Trading, Investments, Alternative Investments, Hedge Funds, Trading Strategies, Financial Analysis, Finance
Education
Bentley University 1991 — 1995
BS, Finance and Financial Management Services
Tata Consultancy Services October 2006 - Present
Morgan Stanley October 2006 - Present
Skills
PL/SQL, DB2, SDLC, Requirements Analysis, Software Project..., IBM Mainframe, Mainframe Testing, QA Engineering, COBOLII, JCL, VSAM, ADABAS, Natural Language..., CICS, Business Analysis
Education
Bharathiar University 1999 — 2003
BE, Mechatronics Engineering
Morgan Stanley Smith Barney July 2011 - December 2012
Morgan Stanley January 1998 - January 2008
DATABASE AMERICA January 1997 - January 1998
Citibank January 1996 - January 1997
AUTOMATIC DATA PROCESSING (ADP) January 1991 - January 1996
ADP 1991 - 1996
Pan American World Airways 1986 - 1991
Skills
VSAM, SDLC, JCL, MVS, Business Analysis, Production..., Enterprise Architecture, COBOL, TSO, Requirements Analysis, Software Project..., Software Documentation, ETL, Management, Requirements Gathering, Visio, Analysis, Program Management, IT Strategy, User Acceptance Testing, Vendor Management, Testing, Business Intelligence, MS Project, SOA, Disaster Recovery, PMO, DB2, PMP, Unix, SQL, Database Design, Software Development, Oracle, Agile Methodologies
Education
Bergen Community College 2000 — 2001
Diploma, Programming in C language
AIRCO Computer Learning Center 1984 — 1985
DIPLOMA, Assembler, COBOL, RPG programming
National College of Arts 1969 — 1974
Bachelor of Architecture (B.Arch.), Architecture
Morgan Stanley July 2013 - Present
Morgan Stanley November 2012 - June 2013
Verity Settlement Funding, LLC March 2012 - November 2012
Aspyre Settlement Funding, Inc March 2010 - February 2012
Deutsche Bank December 2007 - March 2009
Levy Corp May 2006 - December 2007
Millennium Management May 2003 - May 2006
Mellon Investor Services November 1999 - June 2002
Skills
Microsoft Excel, Access, QuickBooks, Salesforce.com, Lotus 123, Equities, Bloomberg, Options, Derivatives, Fixed Income, Bonds, Swaps, Banking, Credit, FX Options, Dodd-Frank, Documentations, Document Drafting, Interest Rate Swaps, Customer Service, Escalation Resolution, Hedge Funds, Securities, Capital Markets, Investment Banking
Education
Bergen Community College
Business Administration
Cibertec Institute
Computer Science
New Balance July 2015 - Present
Wolverine World Wide May 2013 - Present
Morgan Stanley 2012 - May 2013
Morgan Stanley Smith Barney June 2011 - June 2012
Fidelity Investments June 2010 - August 2010
Skills
Morningstar
Education
Bentley University 2008 — 2012
Bachelor of Science (B.S.), Major: Finance; Minor: Marketing
Morgan Stanley June 2015 - Present
Berea College Computer and Information Sciences program August 2014 - Present
Berea College Integrated Marketing and Communications May 2013 - Present
CRA-W Distributed Research Experience for Undergraduates June 2014 - August 2014
Berea College Center for Transformative Learning August 2013 - August 2014
Skills
Professional Writing, Computer programming, Editing, Research, Public Speaking, Blogging, Public Relations, Creative Writing, Microsoft Office, Publishing, C++, Teamwork, Programming, Teaching, PowerPoint
Education
Berea College 2012 — 2016
Bachelor of Arts (B.A.), Computer and Information Sciences
Circuitry August 2013 - Present
Dark Empire May 2012 - Present
Johnny Drama LLC September 2009 - Present
Reach January 2009 - Present
Holland America Line May 2008 - May 2009
Morgan Stanley June 2004 - January 2006
Skills
Guitar, Illustration, English, Fitness Training, Fitness Instruction, Editing, Writing, Creative Writing, Networking, Music, Entertainment, Singing, Management, Band, Teaching, Guitarist, Social Media
Education
Berklee College of Music 2006 — 2008
Professional Music, Performance, 3.9 magna cum laude
Boston College 2001 — 2005
Bachelor of Arts (B.A.), English, 3.6
JPMorgan Chase & Co. June 2012 - Present
Morgan Stanley May 2006 - June 2012
Sprint March 2004 - May 2006
Skills
JCL, DB2, SDLC, SQL, Visio, COBOL, Agile Methodologies, Software Development, UML, Quality Center, Mainframe, Scrum, CICS, Java, Spring, VSAM, Fileaid, Data Modeling, Xpediter, Requirements Gathering, JIRA, Requirements Analysis, RUP, Business Analysis, PL/SQL, Sybase, Software Project..., SOA
Education
Birla Institute of Technology and Science, Pilani 2005 — 2007
MS, Software System
Bharathiar University 1999 — 2003
Bachelor of Engineering
Navarasam
Morgan Stanley February 2012 - Present
Bentley University August 2011 - December 2011
Bentley University January 2011 - December 2011
Bentley University September 2010 - December 2011
Morgan Stanley June 2011 - August 2011
Tech Mahindra December 2007 - July 2010
Skills
.NET, Data Warehousing, Database Management, Microsoft Office, Databases, ERD, Web Application Security, Web Development, VB.NET, Web Applications, Process Modeling, Visio, SAS, Oracle 9i, SQL, SharePoint, Java, VBA, Software Project..., Requirements Analysis, Requirements Gathering, Access, Unix, Data Mining, Oracle, XML, C#, Agile Methodologies, Microsoft SQL Server
Education
Bentley University 2010 — 2011
Master of Science, Information Technology
National Institute of Science and Technology 2003 — 2007
Bachelor of Technology, Computer Science & Engineering
Kendriya Vidyalaya 1996 — 2003
UBS September 2011 - Present
Merrill Lynch July 2005 - October 2011
Morgan Stanley August 2002 - July 2004
Education
Bentley University 2001 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General
Wilbraham and Monson Academy 1997 — 2001
Operations Research
Morgan Stanley Wealth Management December 2013 - Present
UBS Wealth Management March 2007 - December 2013
Morgan Stanley May 2000 - March 2007
State Street Bank May 1998 - May 2000
Skills
Client Services, FINRA, Financial Services
Education
Bentley University 1994 — 1998
BS, Marketing & Management
Arlington Catholic High School 1990 — 1994
St. Agnes School 1982 — 1990
Morgan Stanley November 2014 - Present
Bentley University September 2013 - Present
Bentley Investment Group September 2013 - Present
Wilmington DPW June 2014 - August 2014
Indian Ridge Country Club March 2010 - August 2013
Skills
Stock Market, Options, Bloomberg, Financial Statements, Microsoft Excel, FactSet, Investments, PowerPoint
Education
Bentley University 2013 — 2017
Bachelor of Arts (B.A.), Finance and Economics
Wilmigton High School 2009 — 2013
Merrill Lynch October 2008 - Present
Morgan Stanley April 2007 - October 2008
Charles Schwab September 2003 - March 2007
Smith Barney 1995 - 2003
Skills
Series 7, Asset Allocation, Trading, Equities, Portfolio Management, Bloomberg, Alternative Investments, Retirement, Wealth, Estate Planning, Strategic Financial..., Futures Trading, FX trading, Organization, Securities, Investment Strategies, Financial Services, ETFs, Series 63, Series 65, Financial Planning
Education
Bentley University
Bachelor’s Degree, Economics/Finance
College for Financial Planning
CFP, Financial Planning and Services
Morgan Stanley September 2015 - Present
Skills
Patient Education, Cpr Certified, Medical Terminology, Healthcare, Public Health, Direct Patient Care, Patient Advocacy, Patient Safety, Data Entry, Critical Thinking, Finance, Efficiency, Microsoft Excel, Microsoft Office, PowerPoint, Analytic Problem Solving, Insurance, CPT, Accounting, Customer Service..., MS Excel Pivot Tables, V Lookups, Pivots, Excel Pivot, What-if Analysis, Lookups, Macro, Customer Service
Education
Ramapo College of New Jersey 2010 — 2013
Bachelor of Science (B.S.), Finance, General
Bergen Community College 2007 — 2009
Associate of Arts (A.A.), Psychology
Morgan Stanley June 2013 - Present
Morgan Stanley January 2013 - June 2013
Staples January 2008 - March 2013
Skills
Microsoft Office, Windows Server, Network Administration, Onsite Service, Proficiency in All..., Active Directory, Disaster Recovery, Microsoft Word, Strategic Planning, Team Leadership, Project Planning
Education
New Jersey Institute of Technology 2013 — 2015
System, Networking, and LAN/WAN Management/Manager, Junior
Bergen Community College 2009 — 2012
Bachelor of Applied Science (B.A.Sc.), Network and System Administration/Administrator
Montclair State University 2007 — 2008
Morgan Stanley September 2015 - Present
Spartan Race, Inc. February 2014 - August 2015
Waltham Land Trust September 2013 - January 2014
Collegiate Entrepreneurs Organization April 2013 - June 2013
Hollister Co. November 2011 - April 2013
Rivalus Inc March 2010 - August 2012
Skills
Social Media, Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Marketing, Customer Service, Research, Outlook, Photoshop, Teaching, Team Leadership, WordPress, Salesforce.com, Maximizer, Time Management, Negotiation
Education
Bentley University 2011 — 2015
Oliver Ames High School
Grades 9-12
Morgan Stanley August 2014 - Present
Health Republic of NY/NJ/OR ,Freelancers Union February 2013 - July 2014
Horizon Blue Cross Blue Shield of New Jersey February 2012 - February 2013
IU Health Bloomington Hospital January 2010 - March 2012
JPMorgan Chase February 2011 - February 2012
Financial Institutions January 2009 - March 2011
Centers for Medicare & Medicaid Services September 2007 - January 2010
JPMC August 2006 - September 2007
Skills
Business Intelligence, Data Warehousing, Business Objects, SDLC, Business Analysis, ETL, Data Modeling, Project Management, Requirements Gathering, Integration, IT Strategy, Systems Analysis, Business Process, Requirements Analysis, Visio, Databases, Enterprise Architecture, Business Requirements, Data Migration, Oracle, Informatica, SQL, SOA, Data Integration, Analysis, Master Data Management, QlikView Development, Data Analysis, Data Visualization, Agile & Waterfall..., Tableau, CRM, Anti Money Laundering, Actimize
Education
Wright State University 2004 — 2005
MS in Electrical Engineering and Computer Science
Berhampur University 2000 — 2004
Morgan Stanley October 2015 - Present
AIG June 2015 - August 2015
BrightStar Care May 2015 - May 2015
Skills
Time Management
Education
Bentley University 2012 — 2016
American Wealth Advisors November 2007 - Present
E*TRADE Financial March 2006 - August 2007
BNY Mellon June 2004 - January 2006
Morgan Stanley March 2002 - June 2004
Fidelity Investments March 1994 - January 2002
STVA Corp June 1984 - March 1994
Coopers & Lybrand 1981 - 1984
Skills
Wealth Management, Financial Services, Financial Advisory, Insurance, Asset Allocation, Fixed Income, Estate Planning, Capital Markets, Finance, Hedge Funds, Alternative Investments, Financial Analysis, Investments, Wealth, Equities, Investment Advisory, Wealth Management..., Investment Strategies, Asset Management, Retirement, ETFs, Investment Management, Securities, Retirement Planning, Series 63, FINRA, Portfolio Management, Series 7, 401k, Strategic Financial..., Options, Bonds, Mutual Funds, Financial Planners, Financial Markets, Bloomberg, Series 24, Derivatives, Equity Research, Stocks, Private Equity, Trading, Investment Banking, Uniform Combined State..., Equity Trading, IRAs, Separately Managed..., Valuation, Fixed Annuities, Financial Planning
Education
Bentley University 1975 — 1979
BS, Accounting
Abington High
Kaiser Permanente June 2013 - Present
Morgan Stanley November 2007 - March 2013
Roots Systems Ltd August 2006 - November 2007
Skills
SDLC, Agile Methodologies, XML, Oracle, SQL, Microsoft SQL Server, Data Warehousing, Requirements Analysis, PL/SQL, ETL, Informatica, Business Intelligence, Unix Shell Scripting, Shell Scripting, Unix
Education
Bharathiar University
Master of Computer Applications (MCA), Information Technology
Mahatma Gandhi University
Bachelor's degree, Chemistry, Physics, Mathematics
Training
Johns Hopkins University March 2014 - Present
Deloitte May 2013 - March 2014
Accenture May 2012 - April 2013
Morgan Stanley March 2011 - May 2012
Elite Properties of Maryland August 2008 - January 2010
Merrill Lynch 2007 - 2007
Skills
Project Management, Agile Methodologies, Technical Writing, Virtual Teams, Financial Analysis, Consulting, Federal Government, Scrum, MS Project, Requirements Analysis, Requirements Gathering, Change Management, Program Management, Outsourcing, Project Portfolio..., Microsoft Office, Collaboration, Teamwork, Business Intelligence
Education
Morgan State University 2011 — 2012
Master of Science (M.S.), Project Management
Berea College 2004 — 2008
Bachelor of Science (B.S.), Industrial Technology Management
Morgan Stanley August 2015 - Present
General Mills May 2013 - June 2013
Excelsior Gama Supermercados June 2012 - July 2012
Excelsior Gama Supermercados July 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Economics, PowerPoint, Microsoft Word, Teamwork, Spanish, English, Research, Public Speaking, Leadership, Negotiation, Management
Education
Bentley University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Major: Economics-Finance. Minor: Marketing, Senior
Leysin American School 2010 — 2011
Post-Graduate High School Year
Morgan Stanley May 2015 - Present
Valley National Bank February 2014 - October 2014
Ameriprise Financial Services, Inc. May 2013 - December 2013
Stifel Financial Corp. August 2012 - August 2012
Skills
Bloomberg Terminal, Financial Analysis, Data Analysis, Factset, ThomsonOne, Cash Flow Analysis, JavaScript, Securities Based Lending, Credit Analysis, Collateral Analysis, Morningstar
Education
Bentley University 2009 — 2013
Bachelor of Science, Economics; Finance; Liberal Studies; Global Perspectives, 3.5 GPA
Bank of America Merrill Lynch 2014 - Present
Bank of America Merrill Lynch July 2013 - Present
Bank of America Merrill Lynch June 2012 - July 2013
National Association of Black Accountants (NABA) May 2011 - May 2012
Morgan Stanley June 2010 - August 2010
Skills
Financial Analysis, Financial Modeling, Microsoft Office, Accounting, Financial Reporting, Finance
Education
Bentley University 2008 — 2012
Bachelor of Science, Economics-Finance, Global Perspective
University of Virginia 2011 — 2011
Bachelor of Science, Semester at Sea
Fudan University 2009 — 2009
Bachelor of Science, Chinese for Business
Citi April 2010 - Present
Morgan Stanley November 2008 - June 2010
Citigroup ( Salmon Smith Barney ) April 2001 - November 2008
IT Consultant January 1999 - March 2001
Paragon Application Systems April 1997 - December 1998
Bitech International January 1995 - April 1997
Skills
Software Project..., SDLC, Vendor Management, Business Analysis, IT Strategy, Enterprise Architecture, Requirements Analysis, Business Requirements, Risk Management, Agile Methodologies, Requirements Gathering, PMO, SOA, Solution Architecture, Business Intelligence, Project Portfolio..., Program Management, Data Warehousing, Disaster Recovery, PMP, Financial Services, Integration, Alternative Investments, Financial Analysis, Cross-functional Team..., Technical Project..., Project Management, Software Development
Education
Bharathiar University 1988 — 1992
Engineering, Information Technology
Global Data Systems February 2014 - June 2015
Battelle Memorial Institute September 2005 - January 2012
Morgan Stanley June 1997 - June 2005
John Hancock Financial Services 1993 - 1997
Skills
Vendor Management, Disaster Recovery, IT Management, Business Continuity, Security, Project Management, Change Management, IT Service Management, IT Strategy, Project Planning, Data Center, SharePoint, Integration, Leadership, Management, ITIL, Business Analysis
Education
Bentley University 1990 — 1993
Bachelor of Science, Finance
Consolidated Chassis Management, LLC ("CCM") February 2012 - Present
Blue Sky MLS June 2011 - August 2011
Morgan Stanley September 2010 - February 2011
Barclay's Capital December 2009 - September 2010
Echo Trade, LLC October 2008 - August 2009
Merrill Lynch May 2005 - September 2008
Pax Clearing Corporation June 1999 - May 2005
Skills
Options, Equities, Trading, Securities, Outlook, Series 7, Microsoft Excel, Microsoft Office, Portfolio Management, Microsoft Word, PowerPoint, Customer Service
Education
Bergen Community College
Early Childhood Education
Ridgewood Community School
Centaurus Group, LLC June 2007 - Present
Bear Stearns May 2006 - May 2007
BackOffice Associates 2006 - 2007
Compuware Corporation February 2004 - January 2006
AVR Telecom Services, Inc. November 2002 - April 2004
Morgan Stanley July 2000 - November 2002
Enterprise Engineering, Inc. October 1998 - July 2000
Test Force Corporation January 1997 - October 1998
Pershing Div of DLJ 1994 - 1996
John Hancock Life Insurance Company (U.S.A.) 1992 - 1994
Skills
Risk Management, Project Management, PMBOK, SDLC, Business Analysis, Vendor Management, Equities, Electronic Trading, Requirements Analysis, Program Management, Software Project..., Process Improvement, Fixed Income, Trading Systems, Quality Management, Root Cause Analysis, IT Risk, Information Technology, Financial Services, IT Strategy, Integration, Business Process, Quality Assurance, Management, Management Consulting, Testing, User Acceptance Testing, Investment Banking, Analysis, Investments, Portfolio Management, Governance, Outsourcing, Business Intelligence, Trading, Consulting, Finance, Enterprise Software
Education
Ramapo College of New Jersey 1990 — 1992
B.A., Economics / International Business
Bergen Community College 1988 — 1990
A.S., Liberal Arts
Hackensack High School 1982 — 1986
Diploma
Sacred Heart School
Morgan Stanley October 2013 - Present
New York Yankees May 2013 - October 2013
Tampa Bay Rays June 2012 - March 2013
Winning Pitchers Baseball Academy October 2012 - February 2013
Bentley University September 2011 - May 2012
Bentley University October 2007 - May 2011
The Performance Factory May 2008 - August 2008
Skills
Sports, Facebook, Social Media, PowerPoint, Microsoft Excel, Microsoft Office, Social Media Marketing, Microsoft Word, Event Planning, Marketing, Outlook, Event Management, Social Networking, Public Speaking, Public Relations, Salesforce.com, Marketing Strategy, Customer Service, Market Research, Access
Education
Bentley University - Elkin B. McCallum Graduate School of Business 2011 — 2014
Master's degree (in progress), Finance, General
Bentley University 2007 — 2011
Bachelor of Science, Finance
Casual Resources, LLC 2011 - Present
Tropitone Furniture Company 2011 - Present
D'STYLE, INC. 2011 - Present
Trend Lighting Corp 2013 - Present
Skyspan Structures 2011 - Present
Oxford Garden 2013 - Present
Cintas 2010 - 2011
Marcus Evans 2009 - 2010
Morgan Stanley 2008 - 2009
Skills
Sales, Sales Management, Forecasting, Furniture, Microsoft Office, Sales Process, Cold Calling, Hospitality, Furnishings, New Business Development, Retail, Trade Shows, Selling, Sales Presentations, Sales Operations, Merchandising
Education
Bentley University 2005 — 2009
Bachelor's degree, Finance, General
Morgan Stanley April 2015 - August 2015
Wells Fargo Advisors December 2014 - February 2015
Wells Fargo Advisors May 2014 - August 2014
Colonie Golf and Country Club June 2012 - August 2014
Babysitter November 2009 - May 2014
Subway May 2012 - June 2012
Advertising Agency September 2011 - June 2012
Classic Car Events May 2008 - June 2012
Skills
PowerPoint, Adobe Illustrator, Computers, Languages, Microsoft Excel, Microsoft Word, Adobe Photoshop, Filezilla, Facebook, Time Management, Leadership, Organization, Microsoft Office, Email, Research, Thompson One, Teamwork, Outlook, SPSS, Data Entry, Proposal Generation, Bloomberg, Financial Reporting, Financial Modeling, Financial Services, 3D/3DR, Model Portfolios, Expense Reports
Education
Bentley University 2012 — 2016
Candidate for a Bachelor of Science
Bethlehem Central High School 2008 — 2012
Advanced Regents Diploma
Aon Hewitt April 2013 - Present
KPMG US April 2011 - March 2013
Barclays Investment Bank July 2007 - October 2010
Morgan Stanley November 2005 - May 2006
American Continental Properties August 2003 - November 2005
Skills
Time Management, Outlook, Human Resources, Office Management, Administrative..., Administrative..., Invoicing, Editing, Salesforce.com, Calendaring, Microsoft Word, Travel Arrangements, PowerPoint, Microsoft Excel, Microsoft Office, PeopleSoft, Sales, Customer Service, Concur, Expense Management
Education
Berkeley College 2009 — 2011
Bachelor of Business Administration Degree, Marketing, 3.0
Morgan Stanley June 2015 - August 2015
Gators January 2014 - December 2014
South shore swim club May 2014 - July 2014
Stephen Siller Tunnel to Towers Foundation May 2013 - August 2013
Richmond County Country Club May 2013 - August 2013
South Shore Swim Club June 2011 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Social Media, Teamwork, Public Speaking, HTML, English, Windows, Social Networking
Education
Bentley University 2012 — 2016
Finance, General, Junior
Katz Business School April 2015 - Present
Morgan Stanley February 2013 - April 2015
TCS October 2008 - April 2015
Morgan Stanley September 2009 - February 2013
Skills
Business Analysis, Requirements Analysis, SDLC, Microsoft SQL Server, Requirements Gathering, SharePoint, .NET, Software Project..., Management, Wealth Management, Microsoft Technologies, MS Excel, PowerPoint
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2015 — 2016
Master of Business Administration (MBA), Management Information Systems, General
Bharati Vidyapeeth 2004 — 2008
B.E.Electrical, Electrical
DAV Public School 1993 — 2003
Morgan Stanley June 2012 - Present
Cognilytics, Inc. May 2010 - April 2012
JP Morgan June 2009 - May 2010
TIBCO May 2008 - January 2009
Symantec October 2006 - May 2008
Sapient Corporation March 2005 - October 2006
Skills
Java, Agile Methodologies, Management, Leadership, Enterprise Architecture, Unix, SDLC, SOA, Software Project..., Java Enterprise Edition, Software Development, Web Services, Scrum, XML, Hadoop, Spring, Business Intelligence, Cloud Computing, Product Management, Memcached, Databases, Haskell, Software Design, Amazon Web Services..., Analytics, R
Education
Bharati Vidyapeeth 2000 — 2004
Bachelor of Engineering, Instrumentation
St. Xavier's College
Bergen County Board of Social Services August 2013 - Present
BMS Associates - Edible Arrangements May 2013 - Present
Clutter King LLC 2011 - 2014
Bergen County Social Services - Adult Protective Services March 2012 - December 2012
Private Family September 2008 - December 2012
UBS Financial Services Inc. March 2007 - April 2008
Morgan Stanley September 2004 - February 2007
Murano & Roth, LLC November 2003 - May 2004
Children's Aid & Family Services November 2001 - March 2003
The Vitamin Shoppe April 2000 - November 2001
Skills
Customer Service, Microsoft Office, Microsoft Excel, Sales, PowerPoint, Event Planning, QuickBooks, Time Management, Public Speaking, Event Management, Human Resources, Leadership, Microsoft Word, Payroll, Social Media, Marketing, Telephone Skills
Education
Montclair State University 2010 — 2012
Bachelor, Family & Child Studies - Concentration Family Services / Minor: Sociology, 3.4 GPA
Bergen Community College 2008 — 2010
Associates, Business Marketing
Paramus High School 1997 — 2001
Diploma, General
Brandywine Global Investment Management July 2015 - Present
Tradeweb January 2011 - June 2015
Bank of New York Mellon May 2009 - January 2011
Goldman Sachs Asset Management September 2008 - May 2009
Lehman Brothers November 2006 - September 2008
Morgan Stanley January 2006 - November 2006
Ness Technologies June 2004 - January 2006
Schering Plough Research Institute August 2002 - June 2004
Schering-Plough Pharmaceuticals 2002 - 2004
Available On Request May 1997 - August 2002
Skills
PMP, Microsoft Technologies, CRM, SDLC, Requirements Analysis, Microsoft SQL Server, Agile Methodologies, Data Warehousing, Software Project..., Enterprise Architecture, Business Analysis, Solution Architecture, Vendor Management, Oracle, SOA, Databases, ASP.NET, Software Development, .NET, Web Services, C#, Project Management, Database Design, UML, Visio, XML, Testing, Web Applications
Education
Rutgers Business School 2012 — 2015
Master of Business Administration (M.B.A.), Finance, General, 3.9
Prompt Technologies 2007 — 2009
Bharathidasan University 1997 — 2000
Master of Computer Applications (M.C.A.), Information Technology
Bharathiar University 1994 — 1997
Bachelor of Science (B.Sc.), Electronics
National Institute of Information Technology (NIIT) 1994 — 1997
Professional Diploma in Information Technology, Computer Programming & Systems Analysis, A
Morgan Stanley July 2008 - Present
Cap Gemini October 2002 - June 2008
Skills
Sybase, Informatica, Data Governance, Data Modeling, Data Warehousing, Business Objects, Data Integration, Predictive Analytics, QlikView, Business Intelligence, DB2, Data Quality, ETL, Master Data Management, Dashboards, Database Design, Data Mining, T-SQL, Enterprise Architecture, Data Warehouse..., Business Process, Business Analysis, Dashboard
Education
Bharathiar University 1993 — 1996
Master of Computer Science
University of Madras 1990 — 1993
Bachelor of Commerce, Accounting and Finance
Morgan Stanley May 2007 - Present
Education
Berkeley College 1999 — 2001
Lisa Hearns Productions Former Alumni Chapter PresidentBerklee College of Music, NY Alumni ChapterJanuary 2003 - September 2008
Berklee College of Music 2006 - 2008
Avatar Recording Studios 2006 - 2006
Cornelia Street Cafe 2005 - 2005
Morgan Stanley 2001 - 2002
Skills
Vocal, Band, Songwriting, Music, Music Education, Entertainment, Composition, Music Production, Studio Recording, Music Industry, Audio Engineering, Recording, Music Theory, Singing, Songs
Education
Berklee College of Music 1994 — 1996
BNP Paribas February 2014 - Present
UBS Investment Bank May 2013 - October 2013
RBC May 2012 - May 2013
Morgan Stanley April 2011 - April 2012
Etrade Financial July 2006 - April 2011
Deutsche Bank 2009 - 2009
Susquehana international group February 2005 - July 2006
UNX July 2003 - February 2005
Prudential Financial April 2000 - July 2003
Revlon 2000 - 2001
Skills
Trading Systems, SDLC, Business Analysis, Equities, Market Data, Electronic Trading, Project Management, Requirements Analysis, Vendor Management, Software Project..., Requirements Gathering, User Acceptance Testing, Agile Methodologies, Project Delivery, Visio, Options, Integration, Investment Banking, Equity Trading, Agile Project Management
Education
Montclair State University 1993 — 1996
B.S, Biochemistry
Bergen Community College 1991 — 1993
A.S., Biology
Indian embassy School
Morgan Stanley August 2008 - Present
Ore Hill Partners May 2008 - August 2008
Spring Lake Consulting, LLC October 1999 - August 2008
TriaXs April 2005 - May 2008
TPG Axon Capital 2006 - 2007
Morgan Stanley December 2002 - April 2005
UBS January 2002 - December 2002
CSFB October 2000 - November 2001
DLJ October 1999 - October 2000
Skills
Active Directory, Microsoft SQL Server, SharePoint, XML, Enterprise Architecture, Web Services, C#, WCF, MSMQ, .NET, LINQ, SDLC, Scrum, IIS, Project Management, Enterprise Security, Enterprise Integration, Message Oriented..., Data as a Service, Private Clouds, Cloud Computing, Virtualization, Sybase, System Deployment, Integration, Microsoft Exchange, Security, Servers, Unix, Operating Systems, Windows, ASP.NET, Disaster Recovery, IT Strategy
Education
Berklee College of Music 1987 — 1991
Bank of America September 2009 - Present
Merrill Lynch 2008 - 2009
Headstrong August 2006 - May 2008
Morgan Stanley Investment Management 2007 - 2008
Morgan Stanley 2006 - 2008
Covansys 2000 - 2006
Merrill Lynch Investment Managers 2000 - 2006
Covansys India Pvt Ltd 2000 - 2006
Skills
Management, Leadership, Project Management, SDLC, Teamwork, Software Project..., Requirements Analysis, Data Warehousing, Business Analysis, Agile Methodologies, IT Strategy, Sybase, Oracle, Unix, Business Intelligence
Education
Bharathidasan University 1998 — 2001
M.C.A, Computer Science
Jaya Colege of Science 1995 — 1998
B.Sc, Computer Science
Morgan Stanley November 2014 - Present
Barclays Investment Bank November 2013 - November 2014
Barclays Capital November 2009 - November 2013
Liquidnet June 2009 - November 2009
UBS Investment Bank September 2007 - March 2009
Freddie Mac May 2006 - August 2007
Skills
Autosys, Unix, Perl, Ksh, BMC Remedy, T-SQL, ClearQuest, Sybase, Release Management, Fixed Income, Unix Shell Scripting, SDLC, Reference Data, Production Support, Informatica, SQL, Business Analysis, Equities, Trading Systems, User Acceptance Testing, Databases, Testing
Education
University of Missouri-Rolla 2003 — 2005
MS, Computer Engineering
Bharathiar University 1999 — 2003
B.E, Electronics and Communication Engineering
Morgan Stanley May 2012 - Present
Cognizant Technology Solutions December 2010 - Present
Tata Consultancy Services September 2004 - November 2010
Skills
VSAM, CICS, Mainframe, COBOL, .NET, Fileaid, JCL, SDLC, IBM Mainframe, ETL, Requirements Analysis, Software Development
Education
Bharathidasan University 2000 — 2004
Bachelor, Specialization; Engineering
BHEL Matriculation HSS Trichy 1998 — 2000
Higher Secondary School
Kendriya Vidyalaya 1988 — 1998
SSC
Boston Energy Trading and Marketing July 2014 - Present
Cargill March 2011 - April 2014
Merrill Lynch Commodities, Inc August 2006 - May 2011
Morgan Stanley June 2005 - August 2005
P/E Investments LLC June 2001 - August 2004
Skills
Natural Gas, Commodity, Hedging, Trading, Derivatives, Commodity Markets, Commodity Risk..., Energy Markets, Options, Proprietary Trading, Fundamental Analysis, Trading Strategies, Trading Systems
Education
The University of Chicago - Booth School of Business 2004 — 2006
MBA
Bentley University 1997 — 2001
BS, Economics
Bank of America May 2011 - Present
Modis Inc January 2011 - May 2011
Teradata February 2006 - January 2011
GlaxoSmithKline 2007 - 2008
Morgan Stanley 2006 - 2007
Satyam December 2004 - February 2006
InteQ Software Services Pvt ltd. May 2004 - December 2004
Skills
Teradata, Data Warehousing, Informatica, ETL, Data Modeling, Business Intelligence, Data Integration, Unix Shell Scripting, SQL Tuning, BTEQ, Data Migration, PL/SQL, SQL, Database Design, SDLC, Performance Tuning, Erwin, Datastage, Unix, Cognos, Data Warehouse..., Oracle, Databases
Education
Bharathidasan University 1999 — 2003
B.E., CSE
Wells Fargo June 2014 - Present
Morgan Stanley June 2012 - June 2014
Morgan Stanley June 2010 - May 2012
SunGard Consulting Services July 2006 - July 2010
Sungard Front Arena July 1997 - July 2006
Alltel Information Services July 1993 - July 1997
Skills
Foreign Exchange, FX Options, Fixed Income, Distributed Team..., Java, Database Design, Problem Solving, Business Process..., Mentoring, Project Planning, Software Project..., Software Development..., Dodd-Frank, IT Strategy, Vendor Management, Business Analysis, Sybase, Trading Systems, Unix
Education
Bharati Vidyapeeth 1989 — 1993
Bachelor Of Engineering, Computer Science
The Ballet Guild of the Lehigh Valley July 2008 - Present
Northwestern Lehigh Educational Foundation July 2006 - Present
HealthOneMed March 2009 - March 2011
CS Technology 2001 - 2003
Bertelsmann 1995 - 2000
BMG 1995 - 1997
Morgan Stanley December 1988 - August 1995
3M September 1981 - June 1986
Skills
Business Development, Cross-functional Team..., Budgets, Project Management, Nonprofits, Strategic Alliances, Program Management, Marketing, Financial Analysis, Networking, Strategic Planning, Start-ups, SaaS, Managed Services, Team Building, Mergers & Acquisitions, Strategic Partnerships, Cloud Computing, IT Strategy, Business Planning
Education
Thunderbird School of Global Management 1986 — 1987
MBA
Bethel University 1977 — 1981
BA
Deutsche Bank April 2013 - Present
Barclays Capital July 2009 - April 2013
Lehman Brothers February 2007 - June 2009
Morgan Stanley February 2005 - February 2007
Lehman Brothers February 2004 - February 2005
Lehman Brothers June 2000 - February 2004
Skills
Expense Management, Brokerage, Capital Markets, Corporate Finance, Accounts Payable, Equities, Credit Derivatives, Interest Rate..., Foreign Exchange, Cost Transparency, Cost Savings Strategies, Strategic Negotiations, Supplier Negotiation, People Development, Global Management, Relationship Management, Accounts Receivable, Client Billing, Technology Solutions, Commodities, Co-location, Market Connectivity, Client Connectivity
Education
Bentley University 1996 — 2000
BS, Finance
Empirasign Strategies, LLC December 2014 - Present
Lewtan June 2011 - October 2014
Beacon Capital Markets January 2007 - July 2010
Beacon Capital Strategies August 2007 - March 2010
Beacon Capital Markets, LLC August 2008 - February 2010
Ross Common Corp January 2001 - January 2007
Morgan Stanley January 2000 - January 2001
Olde Discount Corp January 1997 - January 2000
Olde January 1994 - January 1997
Mclaughlin, Piven January 1991 - January 1994
Skills
Fixed Income, Loans, Credit, Bonds, Series 7, Mortgage backed..., Hedge Funds, Capital Markets, Finance
Education
Bentley University 1988 — 1991
Bachelor of Science, Business Communications
Bentley University 1987 — 1991
BS, Business Communication
Advent Intermodal Solutions LLC July 2015 - Present
Babson Capital Management October 2007 - July 2015
Babson Capital Management March 2003 - October 2007
Byte Consulting October 2000 - October 2007
Morgan Stanley June 2002 - March 2003
Lehman Brothers January 2001 - June 2002
Wintech International March 2000 - October 2000
Skills
Business Analysis, SDLC, Requirements Analysis, Business Intelligence, Fixed Income, Agile Methodologies, Data Warehousing, Vendor Management, Structured Finance, Capital Markets, Derivatives, Software Project..., Bloomberg, Global Asset Management, Trading Systems, Enterprise Software, Microsoft SQL Server, C#, Agile Project Management, .NET, Loans, Offshore Management, BankLoans, Swaps, Equity Swaps, Credit Management, Web Services, PHP, HTML, HTML5, CSS, JavaScript, Management, Integration, Asset Management, Databases, Investments, Leadership, Portfolio Management, Program Management, SOA, Requirements Gathering, ASP.NET MVC
Education
Bharathidasan University 1995 — 1999
B.E, Computer Science and Engineering
SACET 1995 — 1999
BE, Computer science
Morgan Stanley July 2013 - Present
Barclays Capital May 2007 - July 2013
Merrill Lynch 2004 - 2007
MasterCard 2001 - 2002
Transamerica Leasing Inc. 1999 - 2001
PricewaterhouseCoopers 1996 - 1999
INROADS 1992 - 1996
Skills
Residential Mortgages, Credit Risk, Securitization, Structured Credit..., Warehouse Lending, Fixed Income, Structured Products, Financial Institutions, Capital Markets, Structured Finance, ABS, Financial Structuring, Trading, Bonds, Investment Banking, Valuation
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
MBA, Finance
Bentley University
B.S., Accounting
Kolbe Cathedral High School
Allianz Global Investors May 2013 - Present
All-Star Taekwondo & Fitness September 2007 - May 2013
Morgan Stanley March 2005 - October 2008
Brown Brothers Harriman September 2004 - February 2005
AllianceBernstein June 1998 - August 2004
Skills
Mutual Funds, Investments, Back Office, Financial Services, Customer Service, ACATS, Operations Management, Financial Reporting, Banking, Business Analysis, Finance, Relationship Management, Analysis
Education
Montclair State University 1995 — 1998
Bachelor of Science, Mathematics
Bergen Community College 1990 — 1995
Associate of Science, General Science
Most Sacred Heart 1975 — 1984
Morgan Stanley 2007 - Present
Skills
Capital Markets, Fixed Income, Financial Modeling, Valuation, Credit Analysis, Sales, Financial Analysis, Statistical Modeling, Data Modeling, Business Strategy, Business Modeling, New Business Development, Business Analysis, Project Management, Project Delivery, Project Planning, Bloomberg, Series 7, Series 63, Wealth Management, Investments, Securities
Education
Bentley University 2005 — 2007
Economics-Finance, Economics-Finance
Cognizant Technology Solutions October 2011 - Present
Cognizant Technology Solutions January 2009 - October 2011
Morgan Stanley October 2007 - January 2009
Goldman Sachs April 2000 - February 2006
Infosys Technologies Ltd 1998 - 2006
Skills
SDLC, Software Project..., SOA, Sybase, Global Delivery, Requirements Analysis, Java Enterprise Edition, Data Warehousing, Solution Architecture, IT Strategy, Spring, Enterprise Architecture, Agile Methodologies, Business Analysis, Data Modeling
Education
Indian Institute of Technology, Kanpur 1996 — 1998
M.Tech, Materials & Metallurgical Engineering
Berhampur University 1995 — 1996
PGDCA, Computer Science Application
Berhampur University 1993 — 1995
M.Sc, Physics
Jefferies LLC June 2013 - Present
Morgan Stanley August 2001 - April 2013
Hull Trading / Goldman Sachs October 1997 - August 2001
Skills
Market Making, KDB, Electronic Trading, Equity Derivatives, Trading Systems
Education
Bentley University 1988 — 1993
BS, Economics
Caribou High School
Boston College May 2013 - Present
Becker Professional Education April 2014 - Present
PricewaterhouseCoopers LLP July 2010 - January 2012
PricewaterhouseCoopers LLP September 2005 - June 2010
Morgan Stanley December 2003 - June 2004
Skills
Business Valuation, Valuation, Internal Controls, Mergers, Auditing, Private Equity, Financial Audits, Assurance, US GAAP, Financial Statements, Sarbanes-Oxley Act, SEC filings
Education
Bentley University 2015 — 2019
Doctor of Philosophy (Ph.D.), Accounting - Audit
Boston College - Carroll School of Management 2012 — 2013
Master of Business Administration (MBA)
Boston College - Wallace E. Carroll Graduate School of Management 2005 — 2006
Master of Science (M.S.), Accounting
Boston College - Carroll School of Management 2001 — 2005
Bachelor of Science, Accounting, Finance, Mathematics
Altus Capital Partners March 2013 - Present
Morgan Stanley July 2012 - March 2013
Independent Consultant May 2011 - July 2012
SS&C Technologies February 2010 - May 2011
Geller & Company June 2005 - February 2010
Bad Boy Entertainment April 2004 - June 2005
Education
Berkeley College 2002 — 2004
BBA, Accounting/Finance
Goldman Sachs January 2014 - Present
Goldman Sachs July 2012 - December 2013
Morgan Stanley June 2010 - July 2012
New York City Police Department December 2007 - June 2010
Ernst & Young September 2005 - December 2007
USAA April 2005 - September 2005
Covansys September 2003 - April 2005
Peri Software Solutions March 2003 - September 2003
Skills
Web Services, SQL, Requirements Analysis, XML, SDLC, Java Enterprise Edition, Oracle, DB2, Business Analysis, Enterprise Architecture, Software Project..., Business Intelligence, Solution Architecture, Integration
Education
Bharathidasan University 1997 — 2000
Master of Computer Application
University of Madras 1994 — 1997
BCom, Commerce
Bank of America Merrill Lynch October 2014 - Present
Morgan Stanley November 2009 - September 2014
The Options Clearing Corporation July 2008 - October 2009
Merrill Lynch March 2005 - June 2008
Fintrack Systems January 2003 - February 2005
Skills
SDLC, Business Analysis, Agile Methodologies, Requirements Analysis, Software Project..., SQL, Data Warehousing, Testing, Unix, Test Planning
Education
Bharathidasan University 1999 — 2002
Masters in Computer Applications, Computer Science
RetailNet Group LLC March 2011 - Present
PTC March 2007 - March 2011
Parametric Technology Corporation October 2005 - March 2007
Reebok September 2003 - December 2003
Morgan Stanley June 2002 - August 2002
American Red Cross May 1998 - June 2001
Education
Bentley University 2001 — 2005
Bachelor of Science, Accounting Information Systems
State Street August 2013 - Present
State Street September 2014 - October 2015
State Street September 2013 - October 2015
State Street Global Advisors March 2010 - April 2012
State Street May 2008 - March 2010
Jefferies & Company May 2007 - May 2008
Morgan Stanley May 2007 - August 2007
Skills
Microsoft Excel, Outlook, SharePoint, Microsoft Office, Microsoft Word, Process Management, Series 7, Series 24, Series 63, Series 3
Education
Bentley University 2004 — 2008
B.S., Finance
The London School of Economics and Political Science (LSE) 2005 — 2005
Economics
Optimum Healthcare IT at Montefiore Health System December 2014 - Present
Encoretech, Inc., New York, NY 2014 - 2014
Morgan Stanley 2000 - 2008
Morgan Stanley 1995 - 2000
Morgan Stanley 1990 - 1995
Skills
Microsoft Office, Microsoft Word, Training, Instructor-led Training, Employee Training, Blended Learning, Hands-on Training, Project Management, Software Documentation, Project Planning, Training Delivery, Talent Management, Leadership, Management, Outlook, Program Management, PowerPoint, Customer Service, Public Speaking, System Administration, Visio, Troubleshooting, Microsoft Excel, Research
Education
Felician College 2010 — 2013
Bachelor of Arts (B.A.), Mathematics and Natural Science
Bergen Community College 2004 — 2011
Associate of Science (A.S.)
Credit Suisse July 2011 - Present
Columbia Business School August 2009 - August 2011
Barclays Capital April 2008 - August 2009
Lehman Brothers August 2005 - April 2008
Lehman Brothers March 2003 - June 2005
Morgan Stanley October 2002 - March 2003
Skills
Risk Management, Derivatives, Bonds, Interest Rate..., Fixed Income, Equity Derivatives, Credit Derivatives, Financial Modeling, Asset Management
Education
Columbia University - Columbia Business School 2009 — 2011
MBA, Finance
Bentley University 1998 — 2002
BS, Finance
Electric Insurance Company June 2008 - Present
Morgan Stanley June 2007 - August 2007
Education
Boston College - Carroll School of Management 2012 — 2014
Master of Business Administration (MBA)
Bentley University 2004 — 2008
BS, Economics-Finance
Southern California Association of Governments (SCAG) October 2013 - Present
Medline Industries June 2011 - September 2013
Morgan Stanley June 2010 - July 2011
MAXIMUS July 2009 - June 2010
JPMC 2006 - 2008
Entergy 2003 - 2004
Education
Bharathidasan University 1994 — 1997
M.C.A, Computer Applications
BMO Capital Markets May 2015 - Present
RBC Capital Markets November 2005 - Present
Bentley University 2003 - 2006
IBM May 2005 - September 2005
Fidelity Investments May 2004 - December 2004
Merrill Lynch November 2002 - October 2003
Morgan Stanley May 2002 - October 2002
Skills
Telecommunications, Equities, Equity Trading, Series 7, Trading, Finance, Investments, Capital Markets, Financial Services, Bloomberg, Risk Management, Valuation, Financial Analysis
Education
Bentley University 2001 — 2006
BS, Corprorate Finance & Accounting
Citi August 2011 - Present
Morgan Stanley September 2007 - July 2011
Citibank - Wall Street, New York 2005 - 2007
Iflex Technologies Pvt Ltd January 2004 - September 2005
Nucleus Software 2002 - 2004
Skills
SDLC, Software Project...
Education
Symbiosis International University 2004 — 2007
MBA, Business Management
Bharathiar University 1999 — 2002
MCA, Computers
Delhi University 1996 — 1999
BSc, Chemistry
american income life 2008 - Present
EMC October 2004 - April 2009
Morgan Stanley 1998 - 2003
Morgan Stanley 1997 - 2003
Morgan Stanley 1997 - 2003
Morgan Stanley 2000 - 2002
Inacom 1994 - 1997
Sears, Roebuck and Co. 1986 - 1994
Education
Bergen Community College
Certificate, Computer Design
Bergen Community College
AAS, Computer Programming
Morgan Stanley October 2012 - Present
JPMorgan Chase February 2011 - September 2012
Nomura Securities 2010 - 2011
JP Morgan June 2008 - May 2010
Bear Stearns September 2006 - June 2008
Wipro Technologies 2003 - 2006
Hamsaveni Tech 2000 - 2003
Education
Bharathiar University 1996 — 2000
BE
Cleary Gottlieb Steen & Hamilton LLP January 2010 - Present
Morgan Stanley December 2007 - December 2009
Morgan Stanley 2007 - 2008
Morgan Stanley June 2004 - August 2007
Skills
Onboarding, HRIS, Human Resources, Management, Personnel Management, Employee Relations, Finance, Financial Analysis, Recruiting, Leadership, Performance Management
Education
Bentley University 2000 — 2004
Bachelor of Science (BS), Finance
RBC Capital Markets September 2010 - Present
Hedge Fund March 2010 - September 2010
Merrill Lynch August 2005 - February 2010
Morgan Stanley March 2004 - August 2005
Reuters January 2001 - March 2004
Cambridge Technology Partners May 1999 - December 2000
Perot System Corporation January 1998 - May 1999
DSQ Software ltd May 1996 - December 1997
Skills
Trading Systems, Electronic Trading, Market Data, Equities, Capital Markets, Hedge Funds, Financial Markets, Low Latency Trading, Low Latency, Trading, Exchange Connectivity
Education
Bharathidasan University 1993 — 1996
Masters, Computer Science
Rodan + Fields April 2015 - Present
Essex Specialized Surgical Institute September 2014 - Present
The Health Center at Bloomingdale April 2014 - September 2014
The Wanaque Center for Nursing and Rehabilitation July 2011 - September 2011
Jefferies & Company April 2002 - October 2008
Morgan Stanley 2000 - 2002
Skills
Healthcare, Public Speaking, Team Building, Strategic Planning, Project Management, Hospitals, Customer Service, Healthcare Information..., Process Improvement, Change Management, Microsoft Office, Healthcare Management, Microsoft Excel, Clinical Research, Non-profits, BLS, Management, Analysis, Leadership, Data Analysis, Nonprofits, Program Management, Research, Leadership Development
Education
Rutgers, The State University of New Jersey-Newark 2013 — 2015
Bachelor of Science (BS), Nursing
Bergen Community College 2011 — 2013
Associate of Arts and Sciences (AAS), Nursing
University of Delaware 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, Finance
Morgan Stanley February 2012 - Present
Barclays Capital June 2010 - January 2012
Byte Consulting May 2007 - May 2010
Skills
Hibernate, Fixed Income, Spring, Java, J2EE, Struts
Education
Bharathiar University 1999 — 2003
BE, Information Technology
Morgan Stanley January 2015 - Present
Citi August 2013 - December 2014
Morgan Stanley August 2009 - August 2013
McKinsey & Company May 2009 - August 2009
GoldenTree Asset Management April 2008 - May 2009
Ernst & Young August 2002 - April 2008
BMG Columbia House September 1998 - July 2002
Donaldson, Lufkin & Jenrette 1993 - 1995
Skills
Executive..., Typing, Microsoft Applications, PeopleSoft, Outlook, Lotus Notes, Quicken, Dictaphone, Blackberry applications, Blackberry Enterprise..., PDA, Credit, Credit Analysis, Equities, Finance, Management, Risk Management
Education
Cornell University NYSSILR 1998 — 1998
Human Resource Certification, Human Resources Management/Personnel Administration, General
Bergen Community College
Accounting and Business/Management
Westchester Community College
Business Management
TD Bank March 2013 - Present
DP FINANCIAL SOLUTIONS March 2011 - February 2013
AUGME LLC January 2010 - January 2011
RIDGEWOOD CAPITAL MANAGEMENT, LLC August 1999 - April 2009
MORGAN STANLEY August 1997 - August 1999
Skills
Financial Analysis, Forecasting, Budgets, Valuation, Portfolio Management, Due Diligence, Finance, Equities, Analysis, Management, Microsoft Excel, Leadership, Customer Service, Microsoft Office, Project Planning, Private Equity
Education
New York University - Leonard N. Stern School of Business 1994 — 1997
Bachelor of Science (BS), Double Major in Finance and Marketing
Bergen Community College 1992 — 1994
Associate of Science (A.S.), Business
Morgan Stanley March 2004 - Present
Kiptronic 2006 - 2006
Multex April 2000 - April 2001
Skills
Architecture, Visual C++, C#, Windows Services, Multithreaded..., Multithreading, Trading, Messaging, SSIS, Database Modeling, Database Design, Microsoft SQL Server
Education
Bharathiar University
Bachelor of Engineering (BE), Computer Technology/Computer Systems Technology
PNC November 2013 - Present
Evershore Financial Group October 2012 - November 2013
The Gabor Agency, Inc. January 2006 - September 2012
Morgan Stanley 2004 - 2006
Education
Bethany College
BA, English
Fox Chapel Area High School
AQR Capital Management June 2014 - Present
Morgan Stanley January 2010 - Present
Morgan Stanley Smith Barney March 2009 - February 2010
Morgan Stanley July 2008 - March 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Business Objects, HP Project & Portfolio..., Technology Change..., Training Delivery, Webinar Development, Curriculum Design, Large-scale Event..., Resource Allocation, Department Budgeting, Budget Monitoring, Expense Management, Project Tracking, SharePoint, Program Management, Program Delivery..., Resource Modelling, Project Management, Management, Business Analysis, Leadership, Risk Management, Financial Reporting, Metrics Reporting
Education
Bentley University 2004 — 2008
Bachelor of Science, Economics-Finance
KPMG February 2013 - Present
Morgan Stanley January 2012 - February 2013
Morgan Stanley June 2010 - July 2012
BBN Technologies May 2009 - June 2010
New England Patriots October 2007 - July 2009
Bentley University September 2008 - May 2009
JRS PROPERTIES, Inc June 2007 - April 2009
Sachetta & Company, LLC April 2002 - April 2009
Skills
Corporate Financial..., Financial Analysis, Financial Forecasting, Budgeting, Microsoft Excel, Essbase, PowerPoint, Outlook, Microsoft Word, Microsoft Project, Business Objects, Citrix, Mainframe, Abacus, Omega, Lotus Notes, Accounting, Business Analysis, Corporate Finance, Finance, MS Project, Management, Management Consulting
Education
Bentley University 2006 — 2010
Bachelors of Science, Corporate Finance & Accounting
Brandeis University 2008 — 2010
Italian Language
Bentley University at the American University Cairo
Lorenzo De'Medici Institute of Art 2008 — 2008
International Business and Italian Language
Everett High School 2002 — 2006
The Bivona Consulting Group of Wells Fargo Advisors August 2014 - Present
Shehu Asset Management, LLC April 2009 - August 2014
ING Investment Management October 2007 - May 2009
(Private equity investor) October 2002 - October 2007
Prudential Securities November 2000 - October 2002
Morgan Stanley October 1995 - November 2000
Skills
Investments, Trading, Portfolio Management, Options, Mutual Funds, Technical Analysis, Hedge Funds, Derivatives, Strategic Financial..., Venture Capital, Financial Markets, Asset Management, Stocks, Trading Systems, Alternative Investments, Asset Allocation, Investment Strategies, Wealth Management, Retirement Planning, Financial Advisory, Equities, Capital Markets, Hedging, Metastock, ETFs, Bloomberg, Financial Modeling, FINRA, Series 63, Valuation, FX Options, Equity Derivatives, Investment Advisory, VBA, Fund Of Funds, Series 7, Portfolios, Retirement, Securities, Financial Planning, Brokerage, eSignal
Education
Bentley University 1989 — 1993
BS, Finance
Bayer HealthCare July 2002 - Present
Morgan Stanley July 1996 - July 2002
Skills
Sales, Account Management, Business Development, Sales Management, Strategic Planning, Key Account Management, Pharmaceutical Sales, Pharmaceutical Industry, Selling, Sales Force Development, Marketing
Education
Bentley University 1980 — 1984
BS & BA, Accounting, Management and Finance
Morgan Stanley 2005 - 2006
Education
Bentley University 2008 — 2011
MST, Taxation, Financial Planning
Boston University 2001 — 2005
B.A., Finance, Accounting
Morgan Stanley July 2014 - Present
BNY Mellon Clearing June 2010 - February 2014
Skills
Derivatives, Clearing, Exchange Traded..., FX Derivatives, Interest Rate..., Swaps, OTC, Onboarding, operations, Fixed Income, Equities, Clearing Houses, Bloomberg, Capital Markets, Financial Services, Financial Analysis, Bloomberg Terminal, Financial Markets, Securities, Alternative Investments, Microsoft Excel, Microsoft Office, Investment Banking, Finance, Banking
Education
Pace University - Lubin School of Business 2008 — 2010
Finance
Bergen Community College 2007 — 2008
Self 2014 - Present
Morgan Stanley 2010 - 2014
Maslow Media Group, Inc. 2007 - 2010
Creative Spark Productions 1996 - 2006
American Express 1990 - 1996
American Express 1987 - 1990
Bowery Savings Bank 1985 - 1987
New York Presbyterian Hospital 1982 - 1985
Skills
Video Production, Project Management, Managing/Producing..., Strategic Creative..., Project Planning, Team Management, Creative Services, Television, Creative Direction, Editing, Multimedia, Producing, Video, Film, Directing, Camera Operating, HD Video, Camera Operation, Broadcast, Media Production, Digital Media, Social Media, Post Production, Production Planning, Video Editing, Advertising, Strategic Communications, Entertainment
Education
Bergen Community College
The New School
Morgan Stanley Wealth Management February 2014 - Present
Wells Fargo Advisors, LLC July 2005 - February 2014
Morgan Stanley June 1998 - July 2005
Skills
Alternative Investments, Equities, Financial Analysis, Portfolio Management, Securities, Investments, Insurance, Series 63, Financial Modeling, Bloomberg, Wealth Management, Fixed Income
Education
Bentley University 1974 — 1978
Bachelor of Science (B.S.), Concentration Accounting
RETIRED FROM MORGAN STANLEY March 2000 - Present
Morgan Stanley April 1971 - March 2000
Education
Bentley University 1961 — 1963
Associate of Science (A.S.), Accounting
Platinum Partners December 2013 - Present
Morgan Stanley June 2013 - August 2013
Education
Yeshiva University 2013 — 2016
Bachelor of Science (BS), Majoring in Finance and Mathematics
Beth Medrash Govoha 2010 — 2013
BTS, Talmudic Studies
Morgan Stanley July 2015 - Present
State Street August 2013 - January 2014
First Republic Bank August 2011 - January 2013
Brown Brothers Harriman April 2010 - August 2011
ArcelorMittal May 2008 - November 2009
Skills
SQL, Bloomberg, Microsoft Excel, Microsoft Word, Microsoft SQL Server, Microsoft Office, Foreign Exchange, Credit Risk, Credit Analysis, Foreign Exchange Risk..., Trade Operations, SWIFT payments, SWIFT messaging, Swift Alliance, Visual Basic, Financial Analysis, Financial Modeling, Mergers & Acquisitions, Account Reconciliation, Capital Budgeting
Education
Bentley University 2005 — 2009
Bachelor of Arts (BA), Finance, General
Morgan Stanley February 1997 - June 2012
Morgan Stanley 1997 - 2012
Skills
•Microsoft Word,..., Construction, Budgets, Electricians, Co-location, Risk Management, Vendor Management, Project Management, Construction Management, Contract Negotiation, MS Project, Project Planning, Disaster Recovery, Contract Management
Education
Local #3 Apprenticeship School 1963 — 1968
Electrical Theory and Installation, Electrical
Bergen Community College
Non Degree, Associate in Science
Scenic USA June 2014 - Present
Antioch Missionary Baptist Church March 2008 - October 2014
iPROMOTEu January 2012 - June 2014
BJ's Wholesale Club January 2009 - January 2012
Morgan Stanley March 2007 - August 2008
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, Leadership, PowerPoint, Invoicing, Account Reconciliation, Accounts Payable, Data Entry, Accounts Receivable, Administrative..., Accounting, Administration, Budgets
Education
Bentley University 2015 — 2019
MBA/MSA, Accounting and Business Administration
Framingham State University 2000 — 2004
Bachelor of Science (B.S.), Business Administration