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
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Morgan Stanley Employees
Morgan Stanley September 2015 - Present
Merrill Lynch August 2014 - September 2015
Merrill Lynch October 2012 - August 2014
Sprint Nextel February 2011 - March 2012
Verizon Wireless August 2009 - November 2010
Titan Marketing Group June 2008 - August 2008
United States Postal Service June 2006 - August 2006
Skills
Advertising, Social Media Marketing, Social Media, Marketing Communications, Digital Marketing, Facebook, Online Advertising, Integrated Marketing, Social Networking, Marketing Strategy, Email Marketing, Marketing, Public Relations, Copywriting, Sales, Google Analytics, Account Management
Education
Temple University 2004 — 2008
B.A., Advertising
Temple University
Bachelor of Arts (B.A.), Advertising
GE Capital November 2014 - Present
GE Capital July 2013 - November 2014
GE Capital Amercias - LATAM October 2011 - June 2013
GE Capital Americas - Latin America August 2009 - September 2011
CONAUTO January 2009 - August 2009
Ford Credit de México May 2006 - September 2008
Ford Motor Credit Company January 2005 - May 2006
Ford Motor Credit Company June 2003 - January 2005
Wells Fargo January 2002 - May 2003
Morgan Stanley August 2000 - November 2001
Skills
Operational Risk..., Financial Analysis, Credit Risk, Risk Management, Credit, Banking, AML, Compliance, Gestión de riesgos, Medidas contra el..., Análisis financiero, Gestión de cartera de..., Administración y..., Créditos, Finanzas corporativas, Estrategia empresarial, Riesgo de crédito, Estrategia, Gestión relaciones, Strategy, Portfolio Management, Anti Money Laundering, Business Strategy, Corporate Finance, Management, Financial Services, Loans, Financial Risk, Finance
Education
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM 2011 — 2012
Diplomado, Auditoria Interna y Riesgos
Tecnológico de Monterrey 1995 — 1999
BA, Economics
Newtown Youth & Family Services June 2015 - Present
Torchlight Investors September 2013 - May 2015
Torchlight Investors May 2013 - May 2015
Torchlight Investors January 2006 - September 2013
SuperKids August 2011 - May 2012
Dean Hope Center May 2008 - July 2008
Morgan Stanley November 2003 - January 2006
Free Arts NYC, Group November 2004 - December 2005
n/a June 1998 - August 2004
St. Anne Institute January 1998 - May 1998
Skills
Career Counseling, Mental Health Counseling, Microsoft Word, Public Speaking, Group Therapy, Microsoft Excel, Psychology, Event Planning, Microsoft Office, Mental Health, Case Managment, Family Therapy, Adults, Outlook, Adolescents, Musical Theatre, Child Development, Social Skills, Team Building, Dance, Management, Counseling Psychology, Executive Level..., High Level Of..., Confidentiality, Theatre, Multicultural..., Performing Arts, Compassion, Psychotherapy, CBT, Young Adults, Acting, Individual Counselling, Cultural Diversity, Youth Work, Human Resources, Employee Relations, Training, Social Services, Nonprofits, Recruiting
Education
NYU School of Continuing and Professional Studies 2013 — 2015
Certificate, Human Capital Management
Teachers College of Columbia University 2006 — 2012
Ed.M., M.A., Mental Health Counseling
The Sage Colleges - Russell Sage College 1994 — 1998
BA, Psychology & Creative Arts Therapy (concentration: Dance)
UBS December 2008 - Present
Morgan Stanley January 2000 - December 2008
Piper Jaffray July 1998 - December 1999
Education
Taylor University 1994 — 1998
BA, Business
UC Berkeley Haas School of Business
CIMA, Finance
Morgan Stanley December 2013 - Present
Amphion Innovations May 2013 - December 2013
J.P. Morgan June 2012 - November 2012
PlayUp USA, LLC. February 2012 - May 2012
Locus Energy May 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Minitab, Camtasia, Market Research, Financial Modeling
Education
Syracuse University - Martin J. Whitman School of Management 2009 — 2013
Bachelor of Science (B.S.), Finance and Marketing Management
Morgan Stanley February 2012 - March 2013
Morgan Stanley Smith Barney March 2011 - February 2012
Bank of America June 2009 - October 2010
Merrill Lynch June 2008 - October 2010
UNDP June 2008 - December 2008
United Nations, Department May 2008 - November 2008
Sandra Hartog Consulting September 2007 - November 2008
Skills
Diversity & Inclusion, Recruiting, Employee Relations, Training, Human Resources, Employee Training, Leadership, Management, Talent Management, Succession Planning, Employee Engagement, Organizational..., Risk Management, Leadership Development, Performance Management, Strategy, Banking, Finance, Business Strategy, LNG, Organizational Design, Performance Improvement, Personnel Management, Change Management, Analysis, Onboarding, Strategic Planning, Management Consulting, Workshop Facilitation, New Hire Orientations, Organizational..., Employee Benefits, Executive Coaching, Portfolio Management
Education
FINRA 2012 — 2012
Series 7, Finance
Columbia UniversityNew 2006 — 2008
Master of Arts, Organizational Psychology
Teachers College of Columbia University 2006 — 2008
MA, Organizational Psychology
State University Of New 2001 — 2003
Bachelor of Science, Psychology
Finra Series 66
Finance, passed
Life Accident and Health Insurance LicenseeNew
Grupo Regalii March 2012 - Present
Rumayor Genetics May 2008 - April 2012
Morgan Stanley June 2011 - August 2011
Skills
Entrepreneurship, Start-ups, Latin America, Financial Services, Corporate Sales..., Product Management, Executive Managment, Sales, Social Entrepreneurship, Emerging Markets, Strategy, Venture Capital, Corporate Development, Strategic Partnerships, Business Strategy, Marketing Strategy, Corporate Social..., Executive Management, Business Development, Management, Strategic Planning, Business Planning, International Business
Education
University of Pennsylvania 2010 — 2014
Bachelor of Arts (BA), Economics
Universidad Nacional Autónoma de México 2012 — 2017
Bachelor of Laws (LLB), Finance Law
Instituto Tecnológico y de Estudios Superiores de Monterrey 2007 — 2010
High School, Honorific Mention
Morgan Stanley June 2012 - Present
AUDI AG February 2012 - March 2012
Rába Automotive Components Manufacturing Ltd September 2011 - December 2011
Camp Towanda June 2011 - September 2011
Skills
HR controlling, Financial Modeling, Financial Controlling, IT Operations, Human Resources, M&A experience, Certified Anti-Money..., Database Administration, Tax, Data Quality, AML, Software Documentation, Administration, English, Microsoft Office, Teamwork, Anti Money Laundering, Microsoft Excel, Business Analysis, Management, Customer Service
Education
Széchenyi István Egyetem 2013 — 2015
Master's degree, Management and Leadership
Széchenyi István University 2008 — 2012
Bachelor's degree, Business Administration and Management, Controlling specialization
Jedlik Ányos Gépipari és Informatikai Középiskola és Kollégium 2003 — 2008
High School, Economics and Information Technology, Post-graduate course
Audentis Capital November 2010 - Present
UBS Wealth Management February 2005 - November 2010
Morgan Stanley February 2004 - February 2005
Skills
Wealth Management, Intergenerational..., Wealth Accumulation..., Wealth Preservation..., Strategic Financial..., Financial Advisory, Financial Markets, Venture Capital, Capital Markets, Capital Raising, Project Finance, Project Planning, Aquisition, Buyouts, Negotiation, Emerging Markets, Alternative Investments, Corporate Finance, Mergers & Acquisitions, Equities, Investments, Valuation, Investment Banking, Financial Modeling, Fixed Income
Education
Harvard Business School 2013 — 2013
Strategic Financial Analysis for Business Evaluation
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM 1998 — 2003
Bachelor of Science (BS), Economics
American School of Durango
Nokia June 2013 - Present
GE Lighting November 2011 - May 2013
Morgan Stanley July 2011 - October 2011
Vodafone Operations Center Hungary June 2009 - July 2011
Bilance Adótanácsadó és Könyvelő Kft. September 2008 - March 2009
Skills
SAP ERP, MS Office, Financial Accounting, Tax Accounting, Microsoft Excel, Microsoft Word, PowerPoint, G/L Reconciliations, G/L Analysis, Account Reconciliation, SAP R/3, Monthly Close Process, Payroll, Intrastat, Tax Returns, Income Tax, Driving License, Accruals, Statistics, Accounts Payable, VAT, Witholding tax, Direct Tax, Indirect Taxation, Internal Audit, Process Migration, Presentations, Positive Team Player, Flexible to Change, Variance Analysis, Microsoft Office
Education
Penta Unio Oktatási Centrum 2013 — 2014
Tax Advisor (in progress)
Széchényi István Egyetem 2005 — 2008
Economics
Baross Gábor Economical - Secondary School 2004 — 2005
OKJ, Financial - Accounting Administrator
Robeco June 2014 - Present
PIMCO January 2014 - April 2014
PIMCO July 2008 - January 2014
Morgan Stanley June 2007 - August 2007
Bank Hapoalim July 2005 - July 2006
BBVA Bancomer Securities Inc. June 2004 - July 2005
BBVA Bancomer Securities International June 2002 - June 2004
Skills
Equities, Fixed Income, Structured Products, Mutual Funds, Financial Services, Asset Allocation, Portfolio Management, Financial Advisory, Securities, Private Banking, Series 63, Wealth Management..., Wealth Management, Hedge Funds, Investment Strategies, Strategy, Risk Management, Alternative Investments, Economics, Financial Markets, CRM, Investment Management, Series 7, Investments, Asset Management, Bloomberg, Capital Markets, Finance, Bonds, Derivatives, Emerging Markets, Investment Banking
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
MBA, Finance
Tecnológico de Monterrey 1995 — 1999
Bachelors, Economics
University of Alberta 1998 — 1998
International Finance
Tsinghua University 2008 — 2008
International Business
Alexander Mann Solutions January 2014 - Present
GE August 2013 - December 2013
Kelly Services January 2011 - August 2013
Kelly Services April 2008 - December 2010
Morgan Stanley September 2007 - March 2008
Enterprise Estonia March 2007 - June 2007
Education
Szent István Egyetem 2002 — 2009
MA, Economics
Christelijke Agrarische Hogeschool 2006 — 2007
BSc, Management in Agribusiness
ELTE Radnoti Miklos Secondary School
Morgan Stanley August 2015 - Present
Federal Tax Clinic Practicum at Hofstra University January 2015 - May 2015
Nassau County Attorneys Office June 2013 - August 2013
City Year August 2011 - June 2012
Temple University Student Government June 2010 - June 2011
Network for Teaching Entrepreneurship October 2010 - May 2011
Braithwaite Communications August 2010 - January 2011
Skills
Microsoft Office, Social Media, Research, Public Relations, Event Management, Mentoring, Budgets, Legal Research, Legal Writing, Project Planning, Budgeting, Legal Memo Drafting, Microsoft Excel, PowerPoint, Marketing, Data Analysis, Program Management, Entrepreneurship, Public Speaking, Social Networking, Event Planning, Fundraising, Leadership, Microsoft Word
Education
Hofstra University, Maurice A. Deane School of Law 2012 — 2015
Juris Doctor
Temple University 2007 — 2011
School; Bachelor of Arts, Communications and Theatre; Strategic & Organizational Communication/Public Relations
Yieldmo September 2014 - Present
Relationship Science June 2014 - September 2014
Relationship Science November 2012 - June 2014
Morgan Stanley June 2012 - November 2012
Morgan Stanley June 2011 - August 2011
Phinaz Media Group May 2010 - August 2010
Anthony Brands May 2010 - August 2010
Skills
Start-ups, PowerPoint, CRM, Salesforce.com, Competitive Analysis, Public Speaking, Marketing, Business Development, Management, Training, Sales, Leadership, Tutoring, Portfolio Management, Team Building, Social Networking, Data Analysis, Finance
Education
Syracuse University - Martin J. Whitman School of Management 2008 — 2012
Bachelors of Science, Finance/Marketing
McQuaid Jesuit 2004 — 2008
High School Diploma
Morgan Stanley January 2015 - Present
SafeNet June 2014 - December 2014
Cooperative Federal Union Community Development, January 2013 - January 2014
Literacy Corps September 2012 - May 2013
Olinsky Disability Law September 2012 - December 2012
Skills
Spanish-speaking, Tutoring, Teaching, Curriculum Design, Spanish, Leadership, Social Media Outreach, Community Service, Cpr Certified, Team-oriented, Community Organizing, Microsoft Excel, Microsoft Word, Microsoft Access, Hyperion HFM, Smartview, Teamwork
Education
Syracuse University - Maxwell School of Citizenship and Public Affairs 2012 — 2014
Bachelor's Degree, Economics, Senior
Cardinal Hayes High School 2006 — 2010
New York State Regents Diploma
Morgan Stanley January 2015 - Present
Morgan Stanley June 2013 - Present
Morgan Stanley October 2011 - June 2013
Morgan Stanley January 2011 - September 2011
Morgan Stanley January 2010 - December 2010
Morgan Stanley September 2008 - December 2009
Ogilvy & Mather September 2007 - August 2008
Skills
Credit Risk, Investment Banking, Risk Management, VBA, Credit, SQL, Financial Analysis, Reporting & Analysis, Capital Markets, CCAR, Business Intelligence
Education
Szent István Egyetem 2003 — 2008
Master of Science (MSc), Accounting and Finance
J.P. Morgan October 2014 - Present
JPMorgan Chase & Co. April 2013 - October 2014
Morgan Stanley 2008 - April 2013
GE Capital 2005 - 2008
GE Energy Financial Services 2004 - 2005
CuraGen Corporation January 2003 - December 2004
Pitney Bowes 1994 - 2003
Pitney Bowes 1994 - 2003
Pitney Bowes 1994 - 2003
DuPont May 1987 - January 1993
Skills
Software Development, SDLC, Process Engineering, Quality Assurance, Process Development, Requirements Analysis, Continuous Improvement, Problem Solving, Process Simulation, Business Analysis, Business Process..., Business Process..., Cross-functional Team..., Enterprise Architecture, Enterprise Software, IT Strategy, Integration, Management, Process Improvement, Product Development, Program Management, Project Management, Software Project..., Team Building, Testing, Vendor Management
Education
University of New Haven
MSME, Mechanical Engineering
Western Connecticut State University 1990 — 1991
MBA, Finance
Temple University 1984 — 1987
BSME, Mechanical Engineering
CDI Engineering January 2015 - Present
Jacobs January 2012 - December 2014
Morgan Stanley June 2011 - August 2011
Cummins Filtration June 2010 - December 2010
John Deere January 2010 - May 2010
Skills
Engineering, Matlab, Finite Element Analysis, ANSYS, Root Cause Analysis, Project Engineering, Labview, Manufacturing, Minitab, FEED, RFQ Development, Pumps, Rotating Equipment, Petrochemical, P, Testing, EPC, Onshore, ASME, P&ID, Mechanical Engineering, Refinery
Education
Texas Tech University 2009 — 2011
Bachelors of Science, Mechanical Engineering
Tecnológico de Monterrey 2006 — 2008
Bachelors of Science, Mechanical Engineering
Morgan Stanley April 2014 - Present
Morgan Stanley November 2006 - April 2014
DB Schenker November 2001 - October 2006
US Army November 1997 - October 2001
Skills
Unix, SMTP, ITIL Certified, Hiring Personnel, Postfix, Personnel Management, Vendor Management, Technical Writing, Wiki Development, Perl, Veritas Cluster Server, Enterprise Messaging, eFax, Messaging Architecture, LDAP, Leadership Development, Technical Leadership, Cost Efficiency, Total Cost of Ownership, IT Operations, Infrastructure..., Risk Management, Collaborative Problem..., Incident Management, Business Continuity..., Sendmail, sentrion, System Administration, Process Engineering, IT Management, Messaging, Prime Brokerage, Business Continuity, Infrastructure, Disaster Recovery, Integration
Education
Tarleton State University 1998 — 2001
Master of Science (M.S.), Management Information Systems, General
State University of New York at Albany 1991 — 1997
Bachelor of Arts (B.A.), History
United Airlines November 2014 - Present
United Airlines August 2013 - November 2014
Groupon October 2011 - May 2013
Fay Financial, LLC July 2008 - October 2011
Morgan Stanley July 2006 - April 2008
Skills
Financial Modeling
Education
Syracuse University - Martin J. Whitman School of Management 2001 — 2005
Pittsford Sutherland 1997 — 2001
Raptor Trading Group August 2015 - Present
Morgan Stanley June 2014 - August 2014
S&N Painting Co. June 2010 - August 2014
Syracuse University Catering August 2011 - November 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
Syracuse University - Martin J. Whitman School of Management 2011 — 2015
Minor, Strategic Management
Syracuse University - Maxwell School of Citizenship and Public Affairs 2011 — 2015
Bachelor of Arts (BA), Economics
MSX International September 2015 - Present
Morgan Stanley September 2008 - August 2015
Skills
Project Management, Risk Management, Business Process..., Requirements Analysis, Process Improvement, Business Analysis, Vendor Management, Microsoft Excel
Education
Tomori Pal College 2012 — 2015
Bachelor of Science (BSc), International Relations
Technical Career Institutes 2001 — 2002
A+ Certification, Computer Technician
Ybl Miklos Technical College 1994 — 1996
Safety Technology Engineer
Morgan Stanley May 2012 - Present
BNY Mellon September 2007 - May 2009
Univest January 2004 - August 2007
HUB (now TD) April 2002 - January 2003
CCMG August 2001 - April 2002
HNB January 1997 - August 2001
Skills
Estate Planning, Trusts, Wealth Management, Management, Investment Advisory, Mergers, Financial Services, Finance, High Net Worth..., Investment Management, Mergers & Acquisitions, Investments, Banking, Financial Advisory, Wealth, Risk Management, Asset Management, Securities
Education
Villanova University School of Law 1994 — 1995
LL.M, Taxation
Thomas M. Cooley Law School 1990 — 1994
JD, Law
Temple University 1986 — 1990
BBA, Business
George Washington 1982 — 1986
Academic, High School Honors Program
The National Psoriasis Foundation November 2014 - Present
Training for Good Inc. September 2014 - Present
CauseForce LLC - The Ride to Conquer Cancer December 2013 - April 2014
Spoons Across America March 2010 - March 2012
American Heart Association January 2008 - March 2010
Turnaround for Children March 2006 - June 2007
Volunteers of America-Greater New York November 2004 - March 2006
CABRINI CENTER FOR NURSING & REHABILITATION March 2002 - November 2004
Morgan Stanley March 2000 - September 2001
Prudential Financial March 1998 - February 2000
Skills
Strategic Planning, Community Outreach, Marketing Strategy, Social Media Marketing, Fundraising, Program Evaluation, Urban Policy Research..., Program Design and..., Public Presentation and..., Project Finance and..., Organizational..., Board Recruitment and..., Nonprofits, Analysis, Board Development, Budgets, Capacity Building, Community Development, Community Engagement, Competitive Analysis, Grant Writing, Event Planning, Event Management, Healthcare, Leadership, Leadership Development, Management, Newsletters, Marketing, Organizational..., Philanthropy, Program Management, Project Planning, Public Speaking, Recruiting, Public Relations, Sales, Research, Social Media, Sponsorship, Strategy, Time Management, Volunteer Management, Training, Grants, Proposal Writing, Youth Development, Program Development, Non-profit..., Social Entrepreneurship
Education
New School University 2001 — 2005
Masters of Science, Urban Policy Analysis and Management
Temple University 1985 — 1988
B.B.A., Business and Marketing
University of Maryland College Park 1983 — 1985
EMSL Analytical, Inc March 2011 - June 2015
George S. May International April 2006 - December 2010
Synergistics Capital Consulting April 2002 - April 2006
Morgan Stanley February 2000 - June 2002
Merrill Lynch May 1998 - February 2000
Temple Univeristy September 1993 - August 1998
Skills
Management Consulting, Business Strategy, Strategic Planning, Business Planning, Start-ups, Executive Management, New Business Development, Change Management, Financial Modeling, Mergers, Financial Analysis, Business Analysis, Business Process..., Business Development, Business Transformation, Process Improvement, Entrepreneurship, Strategic Consulting, Competitive Analysis, Program Management, Account Management, Analysis, Budgets, Business Intelligence, CRM, Consulting, Cross-functional Team..., Investments, Management, Marketing, Mergers & Acquisitions, Operations Management, Organizational..., Product Development, Product Management, Project Management, Risk Management, Sales, Sales Management, Strategy, Team Leadership, Vendor Management, Strategic Partnerships, Training, Analytics, Team Building, Forecasting, Leadership, Data Analysis, Marketing Strategy
Education
Temple University 1993 — 1998
PhD (CPhil), Political Economy/Critical Theory
University of New Hampshire 1991 — 1993
MA, Political Economy/Critical Theory
Tufts University 1986 — 1990
BA, Economics/Literature
Morgan Stanley June 2015 - Present
Deloitte December 2010 - June 2015
Aon Consulting May 2009 - December 2010
BCBSNC May 2008 - July 2008
Skills
PowerPoint, Microsoft Excel, Data Analysis, Process Improvement, Business Analysis, Microsoft Office, Benefits Administration, Project Management, Performance Management, Human Capital, Management Consulting, Business Process..., Business Transformation, Organizational Design, Outsourcing, Vendor Management
Education
Wake Forest University 2005 — 2009
BS, Business
Temple University 2007 — 2007
Study Abroad, Business
Kiski Group Inc. 2015 - Present
RBC Capital Markets August 2013 - 2015
5:15 Capital Management November 2010 - July 2013
Bridgewater Associates January 2010 - October 2010
Duff Capital Advisors November 2007 - December 2009
Morgan Stanley April 1996 - October 2007
Skills
Hedge Funds, Fixed Income, Capital Markets, Equities, Derivatives, Alternative Investments, Investment Banking, Asset Management, Management, Portfolio Management, Prime Brokerage, Financial Planning, Accounting
Education
The University of Texas at Austin - The Red McCombs School of Business
MBA
Syracuse University - Martin J. Whitman School of Management
Bachelor of Science (BS)
Morgan Stanley 2015 - Present
Morrison & Foerster LLP 2014 - 2015
Moses & Singer LLP 2007 - 2014
Honorable Doris Ling-Cohan 2005 - 2005
Skills
Legal Writing, Secured Transactions, Finance, Letters of Credit, Banking Law, Banking and Finance Law, Corporate Law, Commercial Litigation, Litigation, Legal Research
Education
Syracuse University College of Law 2004 — 2007
J.D., Law
University of Rochester 2000 — 2004
B.A., Political Science, Chinese and Business
Morgan Stanley July 2012 - Present
PwC June 2011 - June 2012
Skills
Financial Reporting, Financial Analysis, Financial Controlling, Reporting & Analysis, Report Writing, English, Business English, Teamwork, Virtual Teams, Microsoft Office, Windows, Finance, Essbase, Microsoft Excel, Analysis, Financial Modeling, Corporate Finance, Management, Accounting, Financial Accounting, Internal Controls, Financial Statements, Auditing
Education
Széchényi István Egyetem 2005 — 2011
Master's degree, Economics and Finance
Morgan Stanley January 2015 - Present
Morgan Stanley June 2013 - December 2014
GfK / Marktsoft Kft June 2006 - June 2013
Audi Hungaria Kft January 2006 - June 2006
mPay January 2005 - December 2005
Skills
C#, .NET, XML, Software Development, SQL, Scrum, Distributed Systems, WCF, SQL Server, Windows, Databases, Web Applications, Requirements Analysis, Architecture, OOP, Deployment, Server Architecture, Analysis, Integration, UX, Microsoft SQL Server, ASP.NET, HTML, WPF, Subversion, User Experience, System Deployment, JavaScript, Web Services, AJAX, WinForms, UML, Software Design, SSRS, Object Oriented Design, Design Patterns, LINQ, Visual Studio, Silverlight, ASP.NET MVC, T-SQL, IIS, Unix
Education
Széchényi István Egyetem 2002 — 2006
BSc, Software engineer
The Depository Trust & Clearing Corporation July 2015 - Present
Capital Markets Advisors LLC August 2012 - June 2015
Strategic Exchanges Innovative Markets January 2012 - June 2015
UBS Investment Bank July 2006 - October 2011
UBS Investment Bank March 2008 - September 2011
UBS Investment Bank July 2006 - March 2008
Morgan Stanley July 1997 - July 2006
Skills
OTC Derivatives, Client Relationship..., Client Strategy, Strategic Planning, Marketing Strategy, Business Strategy, Listed Derivatives, Futures, FX, Client Relationship..., Strategy Development..., Strategic Business..., Budgeting & Profit..., Marketing & Positioning, Brand Development, Key Business..., Regulations, Clearing, Derivatives Clearing, Dodd-Frank Bill, Derivatives, FX Options, Credit Derivatives, Strategy, CRM, Prime Brokerage, Dodd-Frank, Relationship Management, Business Analysis, Hedge Funds, Middle Office, Equity Derivatives, Electronic Trading, Interest Rate..., Bonds, Fixed Income
Education
Syracuse University - Martin J. Whitman School of Management 1995 — 1997
Bachelor of Science, Finance
University of Minnesota September 2011 - Present
Thomas Jefferson University July 2010 - July 2011
Thomas Jefferson University April 2008 - July 2010
Bryant Park Capital September 2008 - January 2009
TABB Group June 2007 - August 2007
Morgan Stanley February 2007 - May 2007
Commerce Bank June 2006 - August 2006
Neat Receipts January 2004 - December 2005
Skills
Outcomes Research, HTA, excel, Excel, PowerPoint, Pharmacoeconomics, Health Economics, Health Services Research, Data Analysis, Research, Stata, Statistics, Economics, Health Policy, Microsoft Excel, Clinical Research, SAS, Public Health, SPSS
Education
Temple University 2004 — 2008
Bachelor of Arts
University of Minnesota
Citi March 2015 - Present
J.P. Morgan June 2013 - January 2015
Mercedes Benz USA June 2012 - May 2013
Morgan Stanley May 2011 - April 2012
Goldman Sachs August 2010 - March 2011
Mercedes Benz USA January 2008 - July 2010
Skills
Spring, Hibernate, jQuery, Core Java, BlazeDS, AJAX, Struts, Vignette CMS, Java Enterprise Edition, DB2, SOA, SQL, Java, XML, Web Services, PL/SQL, JSP, Flex, ActionScript, HTML 5, Web Applications, Ext JS, RIA, Tomcat, Ant, JDBC, Eclipse, JSON, XSLT, Servlets, Agile Methodologies, J2EE Application..., REST, JavaScript, JIRA, Software Project..., Cairngorm, Websphere, User Interface, Oracle, SDLC, Flash, Software Development, CMS, Front-end, Unix, Spring Framework, JBoss Application Server, JMS
Education
Technische Universität Hamburg-Harburg 2003 — 2005
MS
University of Madras 1998 — 2002
Bachelor of Engineering (B.E.)
Morgan Stanley November 2005 - Present
TELUS 2011 - 2011
Prudential Financial January 2005 - November 2005
Prudential Financial July 2000 - December 2004
IFAO AG January 1999 - June 2000
ProSyst April 1998 - January 1999
Ministry of Finance - Bulgaria October 1996 - April 1998
Skills
SOA
Education
Technical University Sofia 1997 — 1999
MS, Mathematics and Informatics
Technical University Sofia 1990 — 1995
BS, Mechanical Engineering
TS Capital, LLC August 2014 - Present
Prudential Life Insurance December 2011 - July 2014
LewisFort & Associates January 2010 - December 2011
Morgan Stanley January 1999 - March 2008
KPMG Consulting November 1997 - January 1999
Bear Stearns February 1994 - December 1994
Skills
Estate Planning, Financial Planning, Succession Planning, Retirement, Investments, Wealth, Financial Advisory, Tax, Insurance, Cash Management, Wealth Transfer, Wealth Preservation, Annuities, Retirement Plan..., Client Relationship..., Executive Coaching, Presentation Coaching, Voice Over, Consultative Selling, Strategic Financial..., Retirement Planning, Fixed Annuities, Life Insurance, Asset Management, Financial Services, Employee Benefits, Finance, Wealth Management..., Wealth Management
Education
Tarleton State University 1988 — 1993
4 separate degrees, Finance, Accounting, Marketing and General Business
Apple November 2014 - Present
Independent Consultant May 2014 - Present
RetailMeNot, Inc January 2013 - May 2014
Electronic Arts August 2012 - January 2013
Colorado Technical University October 2011 - December 2012
Morgan Stanley December 2009 - April 2012
UBS Investment Bank September 2004 - December 2009
Merrill Lynch 2002 - 2004
Skills
Leadership Development, Training, Program Management, Instructional Design, Staff Development, Workshop Facilitation, E-Learning, Coaching, Team Building, Onboarding, Project Management, Talent Management, Organizational..., Strategy, Training Delivery, Management, HR Consulting, Adult Education, Training Facilitation, Program Evaluation, Mentoring, Vendor Management, Needs Analysis, Career Development, Retention Strategies, Career Counseling, Workforce Planning, Succession Planning, CRM, Manage Client..., Managing Project Budgets, Adult Learning Theory, Myers-Briggs Certified, Action Learning, Organizational..., Performance Management, High Potential Programs, Articulate Suite, Train the Trainer, Simulations, Feedback, Gamification, Learning Management, MBTI, Management Development, Presentation Coaching, Captivate, Management Consulting, Lominger Competencies, HR Strategy
Education
Teachers College of Columbia University 2006 — 2010
Master of Arts (M.A.), Adult Learning & Organizational Leadership
The University of Texas at Austin
Bachelor of Arts (B.A.), Computer Science
Valecka Wealth Management August 2005 - Present
Morgan Stanley January 1988 - August 2005
Skills
Wealth Management, Retirement Planning, Investments, Strategic Financial..., Asset Allocation, Estate Planning, Finance, Retirement, Wealth, Investment Management, Securities, Certified Financial...
Education
The University of Texas at Tyler 1985 — 1987
BBA, Finance
Tarleton State University 1984 — 1985
Business
Cross Island YMCA August 2015 - Present
YMCA of Greater New York June 2012 - August 2015
Temple University School of Media and Communication Study Away Office August 2014 - May 2015
Temple University Russell Conwell Center August 2013 - May 2015
Film London January 2014 - April 2014
Math Tutor June 2012 - August 2012
Long Island Radio Group April 2011 - June 2012
Canaras Capital Management, LLC July 2011 - August 2011
Morgan Stanley July 2010 - August 2010
Skills
Microsoft Office, Adobe Photoshop CS4, Social Media (Twitter,..., Audacity, Final Cut Pro, Adobe Audition, Radio Producing, Photoshop, PowerPoint, Blogging, Facebook, Microsoft Excel, Social Media, Social Networking, Social Media Marketing, Event Planning
Education
Temple University 2011 — 2015
Bachelors Degree, Media Studies & Production candidate
Baldwin Senior High School 2008 — 2011
Regents Diploma
S&P Capital IQ June 2015 - Present
S&P Capital IQ January 2014 - June 2015
Morgan Stanley August 2013 - October 2013
UBS Wealth Management June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, Finance, PowerPoint, Equities, Microsoft Word, Data Analysis, Analysis, Corporate Finance, Economics, Management, Bloomberg, Financial Markets, Salesforce.com
Education
Syracuse University - Martin J. Whitman School of Management 2009 — 2013
Bachelor of Science (BS), Major: Finance, Minor: Economics
Morgan Stanley June 2015 - Present
Royal Bank of Scotland November 2014 - May 2015
Marcus & Millichap June 2014 - October 2014
First Washington Realty, Inc. November 2013 - May 2014
Marcus & Millichap June 2013 - August 2013
Viking Investments June 2012 - August 2012
Skills
Qualitative Research, Financial Analysis, Economics, Data Analysis, Private Equity, Emerging Markets, Politics, Microsoft Excel, Commercial Real Estate, Argus Modeling, Real Estate Private..., Competitive Analysis, Finance, Strategic Leadership
Education
The George Washington University - School of Business 2010 — 2014
Business Administration, Finance
Tel Aviv University 2012 — 2012
Semester Abroad, Business Administration
Credit Suisse February 2005 - Present
Jemmco Capital January 2004 - December 2004
RBC August 2001 - December 2003
Morgan Stanley July 1999 - July 2001
Skills
SQL, Problem Solving, Trading, Strategic Planning, Business Strategy, Poker, Basketball, Market Structure, Algorithms, Proprietary Trading, Options, Electronic Trading, Market Risk, Trading Systems, Trading Strategies, Series 7, Series 63, Series 24, ETFs, Bloomberg, Derivatives, Equities, Financial Risk, Equity Derivatives, Fixed Income, Hedge Funds
Education
Syracuse University - Martin J. Whitman School of Management 1996 — 1999
Bachelor of Science (BS), Finance, General
Morgan Stanley May 2014 - Present
PHH Mortgage 2004 - March 2014
Cendant Mortage / PHH Mortgage 1998 - 2004
Cendant Mortgage 1999 - 2000
Skills
Mortgage Lending, Loans, Credit, Mortgage Banking, Refinance, Residential Mortgages, Loan Origination, Banking, FHA, Financial Analysis, Credit Analysis, Underwriting, Risk Management, Credit Risk, Portfolio Management, Performance Management, Leadership, USDA, Sales, Consumer Lending, VA loans, Mortgage Underwriting, FHA financing, Mortgage Servicing, Retail Banking, Loan Servicing, Insurance, Financial Services, Government Loans, Investments, Relationship Management, Financial Risk, Customer Service, Home Equity Lines of..., Lines Of Credit, Construction Loans, Coaching, Budgets, Home Equity Loans, Call Centers, Wealth Management, Loan Modifications, Real Estate Financing, Capital Markets, Rates, Real Estate, Operational Risk, FHA Financing, VA Loans
Education
Temple University
Bachelor of Business Administration (B.B.A.), Management
Morgan Stanley September 2014 - Present
Strideline April 2013 - Present
First Command Financial Services July 2012 - March 2013
US Army September 2006 - September 2010
Skills
Customer Service, Leadership, Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Microsoft Word, Inventory Management, Analysis, Team Leadership, Time Management, Finance, Entrepreneurship, Sales Operations, Strategic Planning, Public Relations, VBA, Public Speaking, DCF Valuation, CAPM
Education
University of Washington, Michael G. Foster School of Business 2012 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services 3.20/4.0, Senior
Tacoma Community College 2010 — 2012
Associates Degree, Business Finance, 3.52/ 4.0
Morgan Stanley February 2014 - Present
Morgan Stanley August 2011 - January 2014
Morgan Stanley August 2010 - July 2011
Skills
Flexibility, Teamwork, Strategic Leadership, Problem Management, Fast Learner, Enjoy Challenges, Building Strong..., Business Analysis, Logical Thinker, Analysis, Financial Analysis, Finance
Education
Szent István Egyetem 2004 — 2009
Master's degree, Economics, specialized in Finance and Marketing
Town of Plainfield May 2010 - Present
Falling Tree Farm January 2010 - Present
H and R Block November 2009 - August 2015
Morgan Stanley 2006 - 2008
Skills
Strategic Financial..., Strategic Planning, Farms, Office Management, Retirement, Financial Analysis, Finance, Tax, Small Business, Management
Education
Lebanon College 2004 — 2006
Associate
Temple University 1984 — 1989
BA
Tel Aviv University 1987 — 1988
J.P. Morgan August 2014 - Present
Morgan Stanley November 2011 - August 2014
Morgan Stanley August 2010 - November 2011
American Express Europe October 2008 - August 2010
American Express Europe July 2006 - October 2008
Metropolitan College of New York January 2005 - July 2006
American Express December 2004 - July 2006
American Express October 1996 - December 2004
Skills
Project Management, Industrial Psychology, Six Sigma Blackbelt, Change Management, Re-engineering/Business..., Business..., Staff Management, Global Strategic..., Six Sigma, Strategic Planning, Process Engineering, Organizational..., Strategy, Risk Management, Process Improvement, Leadership, Governance, Business Process..., Talent Management, Human Resources, Portfolio Management, Management, Vendor Management, PMP, Financial Analysis, Operations Management, Team Leadership, Business Transformation, New Business Development, Product Development, PMO, Program Management, Business Process..., Executive Management, Management Consulting, Business Analysis, Outsourcing, Cross-functional Team..., Mergers & Acquisitions, Financial Services, Consulting, Business Strategy
Education
Columbia University Teachers College 1999 — 2000
MA, Industrial/Organizational Psychology
Pace University, Lubin School of Business 1992 — 1996
BBA, Finance
Citi October 2013 - Present
EMC November 2010 - August 2013
Morgan Stanley July 2012 - June 2013
Morgan Stanley November 2010 - July 2012
Keane July 2009 - November 2010
BearingPoint September 2005 - July 2009
NYC Department of Information Technology & Telecommunications February 2005 - September 2005
Merrill Lynch January 2004 - January 2005
Alestra / AT&T August 1997 - September 2001
Skills
Management Consulting, Business Strategy, Business Development, Financial Analysis, Financial Modeling, Project Management, Business Analysis, Analytics, Process Improvement, IT Strategy, Management, Requirements Analysis, Business Process..., Change Management, SDLC, Test Planning, Test Management, UAT coordination, MS Project, Quality Assurance, Quality Center, System Testing, Business Requirements, Requi, CRM, Analysis
Education
University of California, Los Angeles - The Anderson School of Management 2001 — 2003
MBA
Tecnológico de Monterrey 1991 — 1996
BS, Electronic Systems Engineering
Morgan Stanley October 2012 - Present
BBVA Compass August 2009 - October 2012
Bank of America April 2008 - March 2009
Merrill Lynch June 2006 - April 2008
Skills
Wealth Management, Banking, Credit Assessment, Portfolio Management, Investments, Loans, Financial Planning, Retirement Planning, Financial Analysis, Credit, Customer Relations, Mortgage, Private Banking, Investment Strategies, Series 7, Equities, Mutual Funds, Fixed Income, Mortgage Lending, New Business Development
Education
Texas Tech University 2000 — 2005
BBA, Management & Marketing
Tarleton State University 2009 — 2012
MBA, Management
Morgan Stanley June 2015 - Present
New York Stock Exchange May 2010 - January 2015
Innovention, New York March 2009 - April 2010
Creative Direct Marketing Group September 2006 - March 2009
The Mayhem Group April 2005 - December 2008
StoryCorp Productions January 1997 - March 2005
Skills
Copywriting, Social Media, Writing, Direct Marketing, Editing, Creative Direction, Leadership, Project Management, Email Marketing, Marketing, New Media, Publishing, Nonprofits, Management, Copy Editing, Content Strategy, Digital Media, Creative Writing, SEO, Web Content, Blogging, Storytelling, Strategy, Newsletters, Social Media Marketing, Content Development, Corporate Communications, Content Management, Editorial, Digital Marketing, Television, Web Content Management, Press Releases, Online Advertising, Online Marketing, Strategic Communications, Information Architecture, Advertising, Media Relations, Integrated Marketing
Education
Temple University 1988 — 1992
BA, Radio-Television-Film, Fiction Writing, Filmmaking
EmblemHealth August 2013 - Present
Novartis April 2013 - August 2013
Horizon Blue Cross Blue Shield of New Jersey May 2012 - March 2013
MetLife November 2010 - May 2012
EmblemHealth May 2008 - November 2010
Major League Baseball September 2007 - May 2008
Wyndham Hotel Group 2006 - 2007
Morgan Stanley 2006 - 2006
MetLife 2000 - 2005
PricewaterhouseCoopers 1997 - 1999
Skills
PMO, PMP, Program Management, Process Engineering, Consultancy, Process Improvement, SDLC, Business Process, Portfolio Management, Integration, Management Consulting, Cross-functional Team..., Change Management, Governance, ITIL, Business Process..., SharePoint, Vendor Management, IT Strategy, Management, Project Portfolio..., Strategy, Enterprise Software, Project Management, Information Technology, Service Delivery, Business Analysis
Education
Temple University 1995 — 1997
Master of Business Administration (M.B.A.), Management Science
Texas A&M University 1990 — 1991
Master of Science (MS), Agricultural Economics
Tulane University 1986 — 1989
BA, Economics
Morgan Stanley July 2013 - Present
Morgan Stanley September 2012 - June 2013
Morgan Stanley January 2010 - August 2012
Morgan Stanley April 2007 - December 2009
Ελληνικά Ταχυδρομεία August 2006 - December 2006
General Electric Hungary July 2005 - January 2006
Skills
Telecommunications, Analysis, Financial Analysis, Forecasting, Finance, Business Strategy, SAP, Variance Analysis, Account Reconciliation, Outsourcing, Leadership, Budgets, Accruals, Team Management, Strategy, Corporate Finance, Financial Risk, Financial Reporting
Education
Szent István Egyetem 2009 — 2012
Master's degree, Finance
College for Modern Business Studies 2002 — 2006
Bachelor's degree, Finance and Commerce
Credit Suisse October 2014 - Present
Morgan Stanley January 2010 - Present
Safend June 2008 - October 2009
Microsoft January 2004 - May 2008
Softlink September 2000 - January 2004
Skills
Security, Architecture, Customer Relations, Engineering, Strategic Planning, Customer Service, Business Intelligence, Computer Security, Requirements Analysis, Vulnerability Assessment, Security Consulting, Cyber-security, Security Intelligence, Mobile Device Management, Start-ups, Risk Assessment, Risk Management, Mobile Devices, Software Development, Training, Management, CRM, Network Security, Enterprise Software, Strategy, Leadership, Quality Assurance, Analysis, Information Security, Product Management, Networking, Integration, Identity Management, Business Process, Architectures, Pre-sales, Troubleshooting
Education
Tel Aviv University 1997 — 2000
B.S., Physics & Math
Morgan Stanley August 2015 - Present
Starwood Hotels & Resorts Worldwide, Inc. June 2014 - August 2015
IN Marketing Services at Advantage Sales & Marketing July 2010 - July 2013
Advantage Sales & Marketing November 2009 - June 2010
BDS Marketing June 2008 - April 2009
Volt Workforce Solutions April 2008 - June 2008
Harvard University June 2006 - August 2006
Skills
Onboarding, Talent Acquisition, Applicant Tracking..., HRIS, Talent Management, Recruiting, College Recruiting, Sourcing, Human Resources, Employee Engagement, Employee Benefits, Hiring, Leadership, Interviews, Executive Search, Employee Relations, Team Building, Screening, Staff Development, Screening Resumes, Job Descriptions, Management
Education
University of California, Irvine
B.A., Psychology and Social Behavior
Teachers College of Columbia University
Actimize March 2012 - Present
Actimize January 2010 - March 2012
Actimize 2005 - 2009
Morgan Stanley 2005 - 2007
Actimize 2003 - 2004
Actimize 2001 - 2003
Actimize 1999 - 2001
Comtec 1998 - 1999
Liraz Systems LTD 1996 - 1998
Skills
Databases, Unix, Oracle, Microsoft SQL Server, Tomcat, Software Development, Performance Tuning, Enterprise Architecture, SQL, Solution Architecture, Unix Shell Scripting, Web Services, Weblogic, Java Enterprise Edition, Data Warehousing, DB2, Perl, Software Design, Agile Methodologies, Linux, Requirements Analysis, SDLC, Websphere, SQL Server, PL/SQL, Product Support, SOA, Capacity Planning, Enterprise Software, AIS, RCM, Actimize platform, Hardware Sizing, TCP/IP, Wireshark, Actimize, Shell Scripting
Education
Technion - Israel Institute of Technology 1990 — 1993
BA, Applied Mathematics
morgan stanley IT team leaderBank Leumi, Israel1981 - 1988
Skills
Equities, Options, Cross-functional Team..., Hedge Funds, Trading Systems, Electronic Trading, Sybase, Prime Brokerage, Fixed Income, Investment Banking, Capital Markets, Derivatives, Trading
Education
Tel Aviv University 1974 — 1979
Morgan Stanley November 2012 - Present
Bank of America Merrill Lynch May 2010 - October 2012
Voltaire Inc November 2008 - May 2010
Voltaire April 2005 - October 2008
Voltaire 2001 - 2004
Skills
Infiniband, Linux, TCP/IP, RDMA, System Architecture, Computer Science, Kernel Programming, C++, Perl, Virtualization, Cloud Computing, Architecture, Enterprise Software, High Availability, Multithreading, OOP, Python, Electronic Trading, Object Oriented Design, Shell Scripting
Education
Swinburne University of Technology in Israel/ISEMI 1998 — 2000
Master of Entrepreneurship and Innovation, Enterpreneurship
Tel Aviv University 1986 — 1991
B.Sc, Physics
Shoes For Little Feet November 2009 - Present
St. Jude Medical October 2008 - October 2009
The Staubach Company May 2007 - October 2008
Society of Petroleum Engineers April 2006 - May 2007
Scopra, Inc. January 2004 - April 2006
ACT Consulting January 1999 - February 2001
Morgan Stanley April 1998 - December 1998
Siemens March 1995 - November 1997
Skills
SDLC, SharePoint, Agile Methodologies, Software Documentation, SQL, Requirements Analysis, Business Analysis, Testing, Software Development, Databases, Visio, Integration, Microsoft SQL Server, Business Intelligence, MS Project
Education
University of Texas at Dallas - Naveen Jindal School of Management
B.S. in Business Administration, MIS Concentration
Technische Universität Dresden 1995 — 1998
Computer Science
Stevenson High School, Lincolnshire, IL February 2014 - Present
Social-Lite Services January 2011 - Present
Hot Cakes Group March 2013 - January 2014
Bluewire June 2004 - April 2007
CBS 3 December 2002 - June 2004
Morgan Stanley 1997 - 2000
Sam's Club #6670 May 1994 - November 1997
Morey's Piers, Beachfront Water Parks & Resorts June 1995 - August 1995
Skills
Social Media, Social Media Marketing, Marketing, Public Relations, Media Relations, Press Releases, Television, Marketing Strategy, Copywriting, Video Production, Integrated Marketing, Editing, Blogging, Social Networking, Photography, Online Advertising, Email Marketing, Event Planning, Video Editing, Creative Direction, Creative Writing, Event Management, Brand Development, Marketing Communications, Facebook, Website Building, Content Strategy, Blackboard, American Eagle, Pages, Pinterest, Twitter, Sitefinity, Adobe Creative Suite, Photoshop, Keynote, schoolwires, Public Speaking
Education
Temple University 2000 — 2003
Bachelor of Arts (B.A.), Broadcasting & Communications
Washington Township High School 1991 — 1995
High School Diploma
Updyke Associates March 1984 - Present
Morgan Stanley 1998 - 2001
Skills
Bloomberg, Alternative Investments, Fixed Income, Equities, Hedge Funds, ETFs, Bonds, Options, Series 7, Securities, Asset Allocation, Equity Trading, Trading, Investments, Capital Markets, Portfolio Management, Asset Management, Derivatives, Mutual Funds, Valuation, Financial Modeling, Financial Markets
Education
Temple University 1985 — 1987
Master of Business Administration (MBA)
The College of New Jersey 1978 — 1983
Bachelor of Business Administration (BBA)
West Windsor Plainsboro 1974 — 1977
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
AppNexus June 2015 - Present
GumGum 2014 - 2015
Flashtalking, Inc. March 2012 - August 2014
PointRoll January 2003 - March 2012
Morgan Stanley 2001 - 2003
Skills
Ad Serving, Rich Media, Digital Media, Online Advertising, Digital Marketing, Behavioral Targeting, Digital Strategy, Mobile Advertising, Interactive Marketing, Mobile Marketing, Strategic Partnerships, Advertising, Analytics, Mobile Devices, SEM, PPC, Web Analytics, Integrated Marketing, Direct Marketing, Lead Generation, Online Marketing, Media Planning, Web Video, Ad Networks, Email Marketing, SEO, Marketing Strategy, Sales, Media Buying, Sales Management, Interactive Advertising, Start-ups, Competitive Analysis, Campaign Management, Advertising Sales, Display Advertising, Web Marketing
Education
Temple University
B.A. Advertising
Morgan Stanley Wealth Management June 2014 - Present
Morgan Stanley January 2013 - May 2014
State Farm Insurance Companies June 2011 - December 2012
Education
Towson University 2010 — 2012
Bachelor of Science (B.S.), Business Administration, Finance
Tallahassee Community College 2008 — 2010
Associate of Arts (A.A.), Business Administration and Management, General
Morgan Stanley July 2013 - Present
UBS Wealth Management November 2006 - March 2013
Towers Perrin August 2001 - June 2004
Skills
Sharepoint, Putty, Basic Unix, Microsoft Office, SDLC, Business Analysis, Vendor Management, IT Strategy, Risk Management, Requirements Analysis, Disaster Recovery, Program Management, IT Management, Data Center
Education
University of Phoenix 2014 — 2015
Masters Degree, Project Management
University of Phoenix 2003 — 2006
MBA, Human Resources
Temple University 1998 — 2001
BA, Human Resources and Risk Management and Insurance
Office of the Vice President of the United States April 2015 - Present
U.S. CPSC 2009 - Present
The Winter Group 2008 - 2009
Morgan Stanley 2006 - 2008
JPMorgan Chase 2004 - 2006
U.S. Department of Housing and Urban Development 1999 - 2004
U.S. Army JAG Corps (Reserve Duty) 1999 - 2004
U.S. Army JAG Corps (Active Duty) 1994 - 1999
Skills
Trials, Litigation, Defense, Legal Writing, Public Policy, Corporate Law, Corporate Governance, Appeals, International Law, Employment Law, Courts, Legal Research, Commercial Litigation, Fraud, Administrative Law, Policy, Civil Litigation, Securities, Mediation, Contract Negotiation, Securities Regulation, Arbitration
Education
Syracuse University College of Law
J.D.
University at Albany
B.A. - Political Science
University of Wales, Swansea, U.K.
Dip. International Relations
Brooklyn Tech
Equity One, Inc September 2011 - Present
Martha Stewart Living Omnimedia April 2010 - September 2011
Bank of America Merrill Lynch 2006 - 2010
Morgan Stanley 2007 - 2008
Pfizer Inc 1997 - 2006
Cisco System 2000 - 2002
Porter Novelli 1996 - 1997
Skills
Talent Management, Talent Acquisition, Employee Relations, Performance Management, Succession Planning, Organizational..., Onboarding, Employee Engagement, HRIS, Deferred Compensation, Leadership Development, Workforce Planning, Recruiting, Change Management, Human Resources, Benefits Negotiation, HR Policies, Hiring, Interviews, HR Consulting, Organizational Design, Leadership, Organizational..., Personnel Management, Temporary Placement, Sourcing, Executive Search, Employee Benefits, Executive Coaching, College Recruiting, Career Development, Coaching
Education
Teachers College of Columbia University 1993 — 1995
MEd, Counseling Psychology
Teachers College of Columbia University 1993 — 1995
MA, Organizational Psychology
William Paterson University of New Jersey
Bachelor's Degree, Psychology
Morgan Stanley May 2014 - Present
Citigroup December 2010 - May 2014
Chase Investment Services Corporation May 2008 - January 2011
Merrill Lynch January 2005 - March 2008
Skills
Equities, Finance, Financial Analysis, Fixed Income, Investment Banking, Investments, Portfolio Management, Series 7, Strategy, Wealth Management, Banking, Financial Modeling, Capital Markets, Emerging Markets, Financial Services
Education
Instituto Tecnológico y de Estudios Superiores de Monterrey 1991 — 1996
Bachelor's degree, International Relations and Affairs
Morgan Stanley January 2012 - Present
Morgan Stanley June 2011 - August 2011
Cardinal Health June 2010 - August 2010
Blue Hills Wellness Center June 2009 - August 2009
North Easton Savings Bank June 2006 - August 2009
Skills
Excel, Financial Modeling, Public Speaking, Business Valuation, Accounting, PowerPoint, Microsoft Office, Bloomberg, Microsoft Excel, Financial Analysis, Corporate Finance, Banking, Finance
Education
Syracuse University - Martin J. Whitman School of Management 2009 — 2011
BS, Accounting, Finance, and Entrepreneurship & Emerging Enterprises
Morgan Stanley March 2014 - Present
Price Waterhouse Coopers June 2010 - August 2013
JP Morgan & Chase May 2009 - August 2009
TaxSaver Services LLC May 2008 - June 2008
Temple University January 2008 - May 2008
Skills
Microsoft Office, JD Edwards, iSeries, Access, IBM iSeries, QuickBooks, Accounting, Microsoft Excel, Auditing, Finance
Education
Temple University 2006 — 2010
Bachelor, Business Administration; Accounting
Temple University 2006 — 2010
Bachelor in Business Administration, Accounting
Telenor Magyarország 2014 - Present
Telenor Magyarország 2012 - 2014
Morgan Stanley 2011 - 2012
Skills
Marketing, Pricing Strategy, Excel models, VBA, Account Reconciliation, Pricing, Handsets, Simplification, Analysis, Telecommunications, Mobile Devices, Business Analysis, Finance, Mobile Communications, Project Management, Product Marketing, Management, Product Management, Microsoft Office, Team Management, CRM, Business Strategy, Business Planning, Marketing Strategy
Education
Széchényi István Egyetem 2010 — 2014
Master's degree, Marketing
Széchényi István Egyetem 2006 — 2010
Bachelor's degree, Marketing and economy
New York Department of Education September 2012 - Present
H.S. 811X, The Academy for Career and Living Skills (At Bronx H.S. for the Visual Arts) September 2011 - June 2012
Birdland March 2010 - May 2011
Bristol Valley Theatre June 2009 - August 2010
P.S. 116 The Mary Lindley Murray School October 2008 - March 2010
Morgan Stanley May 2007 - October 2008
University of New Hampshire June 2002 - August 2002
Skills
Teaching, Theatre, Acting, Performing Arts, Singing, Public Speaking, Musical Theatre, Music, Curriculum Design, Drama, Curriculum Development, Movement, Ice Hockey, Field Hockey, Classroom Management, Dance, Stage, Arts Administration, Special Education, Differentiated..., Lesson Planning, Classroom
Education
Teachers College of Columbia University 2011 — 2012
Master of Education (M.Ed.), Special Education-Intellectual Disabilities/Autism
University of New Hampshire 1998 — 2002
Bachelor of Arts (B.A.), Theater; French Studies
Everett High School, Everett MA 1994 — 1998
Google January 2010 - Present
JetBlue Airways October 2009 - December 2009
Morgan Stanley July 2008 - September 2009
UBS September 2007 - December 2007
Bottomless Closet July 2007 - November 2007
Datascope December 2006 - January 2007
Skills
Management, Interviews, Human Resources, Employee Relations, Organizational..., Training, Analysis, Succession Planning, Talent Management, Leadership, Onboarding, Recruiting, Strategy
Education
Teachers College of Columbia University 2006 — 2008
M.A., Organizational Psychology
University of North Carolina at Chapel Hill 2002 — 2006
B.A., Psychology
Morgan Stanley March 2014 - Present
PNC March 2012 - October 2013
RBC Bank May 2011 - March 2012
Cava 1908, S.A. de C.V. January 2007 - January 2011
Skills
Banking, Financial Analysis, Operations Management, Relationship Management, Business Strategy, Portfolio Management, Management, Sales, Wealth Management, Cross Selling, Strategic Financial..., Credit Analysis, Customer Service, Loans, Financial Planning, Credit, Finance
Education
Tecnológico de Monterrey
Accountant, Accounting and Finance
Tecnológico de Monterrey
FINANCIAL ADMINISTRATION, FINANCE & ACCOUNTING
Universidad Pontificia Comillas 2003 — 2003
Certificate, International Business
EY June 2015 - Present
Morgan Stanley June 2014 - August 2014
Legend Securities, Inc. May 2014 - June 2014
Skills
Microsoft Excel, Microsoft Word, Management, Networking, Online Social Networking, PowerPoint, Social Media Marketing, Market Research, Financial Market..., Marketing, Event Planning, Facebook
Education
Syracuse University - Martin J. Whitman School of Management 2012 — 2016
Bachelor of Science (B.S.), Finance and Accounting, Junior
Flexion Mobile May 2013 - Present
Morgan Stanley July 2012 - May 2013
AdNovum Hungary Kft. 2007 - July 2012
Tkf 2001 LP (joint owner) December 2011 - June 2012
Tkf 2001 LP. 2007 - 2007
Aitia Ltd 2005 - 2005
Skills
Java Enterprise Edition, Struts, JSF, JUnit, Application Servers, Scrum, JavaScript, Web Services, Java, Software Project..., Glassfish, JBoss Application Server, CSS, Agile Methodologies, EJB, Security, J2EE Application..., IceFaces, JIRA, J2EE Architecture, JSP development, Unit Testing, Multithreading, Software Development, Pair Programming, N-tier, Selenium, Perl Script, RESTful WebServices, AngularJS, Android, Hibernate, JDBC, Software Engineering, Web Applications, Databases, JSP
Education
Széchényi István Egyetem 2008 — 2010
Economist Engineer, Economy, Finance, HR, Management, Leadership training
University of Pannon (Veszprém) 2001 — 2007
Master of engineering in information technology, Computer science, Software architecture, Java EE programming, Medical Informatics
Morgan Stanley January 2015 - Present
Morgan Staney September 2013 - January 2015
Royal Bank of Scotland September 2012 - September 2013
Morgan Stanley July 2006 - September 2012
Maybrook Saint James Private Equity Fund May 2005 - July 2005
Skills
Liquidity Management, Liquidity, Management, Fixed Income, Equities, Derivatives, Hedge Funds, Capital Markets, Securities, Bloomberg, Financial Services, Investments, Financial Modeling, Corporate Finance, Risk Management, Funding, Treasury
Education
Syracuse University - Martin J. Whitman School of Management 2002 — 2006
Bachelor of Science, Finance and Entrepreneurship
Price Waterhouse Management Consultants March 2015 - Present
Morgan Stanley January 2011 - 2014
ComServe/Sanofi Pasteur January 2009 - January 2011
Morgan Stanley June 2005 - August 2007
Education
Temple University 2004 — 2008
Bachelor, Psychology
Scranton Prep
Deutsche Bank October 2010 - Present
Royal Bank of Scotland January 2010 - October 2010
EMC Consulting (previously BusinessEdge Solutions) November 2006 - October 2010
Royal Bank of Scotland February 2009 - July 2009
Morgan Stanley September 2008 - December 2008
Lehman Brothers July 2007 - August 2008
PricewaterhouseCoopers/IBM January 1999 - November 2006
Skills
Business Analysis, Management Consulting, PMO, SDLC, Project Planning, IT Strategy, Business Process..., Project Management, Data Center, Testing, Vendor Management, Leadership, Management, Financial Services, Governance
Education
University at Albany, SUNY 1996 — 1998
Tel Aviv University 1996 — 1996
College Spun September 2012 - Present
Nomura Securities September 2009 - August 2012
Morgan Stanley July 2006 - September 2009
Bloomberg June 2005 - August 2005
Skills
Derivatives, Fixed Income, Valuation, Financial Analysis, Bloomberg, Structured Products
Education
Syracuse University - Martin J. Whitman School of Management 2002 — 2006
Bachelor of Science, Finance
Millennium Partners 2013 - Present
Credit Suisse 2012 - 2013
J.P. Morgan 2011 - 2012
Goodwin Procter LLP 2004 - 2010
Morgan Stanley 2000 - 2004
Skills
Hedge Funds, Derivatives, Mutual Funds, Securities Regulation, Compliance, FINRA, Investment Management, SEC, Investments, AML, KYC, Financial Regulation, Legal Writing, Alternative Investments, Due Diligence, Corporate Governance, Securities
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
MBA
Tel Aviv University 1994 — 1998
LL.B., Law
Morgan Stanley July 2015 - August 2015
Red Bull June 2014 - June 2015
Tel Aviv University February 2015 - May 2015
Goldberg Realty Associates June 2014 - August 2014
Nanette Lepore May 2014 - August 2014
Spoon University January 2013 - August 2014
GNC January 2014 - May 2014
Bauer Media Group - USA June 2013 - August 2013
CYC Fitness September 2012 - December 2012
Posse June 2012 - August 2012
Education
University of Wisconsin-Madison 2012 — 2016
B.A. Communication Science & Rhetorical Studies, Entrepreneurship
Tel Aviv University 2015 — 2015
Semester abroad - Spring 2015
Morgan Stanley 2011 - Present
Morgan Stanley May 2010 - August 2010
Shearman & Sterling LLP October 2009 - April 2010
Shore Pharmaceutical June 2008 - August 2008
Skills
Talent Management, Human Resources, Research, Succession Planning, Data Analysis
Education
Teachers College of Columbia University 2009 — 2011
MA, Social-Organizational Psychology
University of Rochester 2005 — 2009
Psychology
Bloomberg LP May 2014 - Present
Morgan Stanley March 2010 - May 2014
UBS November 2005 - March 2010
NATIXIS September 2002 - October 2005
Credit Suisse August 1999 - September 2002
JP Morgan August 1996 - September 1999
Bull Information Systems February 1996 - August 1996
Skills
Trading Systems, Electronic Trading, Interest Rate..., Fixed Income, High Frequency Trading, Low Latency, Market Data, Equity Derivatives, Credit Derivatives, Derivatives, FX Options, Options, C++, Boost C++, Swaps, Multithreading, Trading, Proprietary Trading, Exchange Connectivity, Hedging, Interest Rate Swaps, Sybase, Electronic Trading..., Rates, Bonds, Investment Banking, Equity Trading, Structured Products, Market Risk, Bloomberg, Capital Markets, Equities, Financial Markets, Prime Brokerage, Hedge Funds, Commodity, Bash, Python, Software Development, Continuous Integration
Education
Télécom Bretagne (ex- Enst de Bretagne, école nationale supérieure des télécommunications de Bretagne) 1995 — 1996
Master
Universidad de Deusto 1991 — 1996
Computer Science
College du Leman 1990 — 1991
High school
Bloomberg LP October 2014 - Present
JIBE July 2011 - October 2014
Bridgewater Associates August 2009 - July 2011
method June 2008 - August 2009
Morgan Stanley December 2006 - June 2008
FrontPoint Partners April 2004 - December 2006
GTECH January 2003 - April 2004
Viant Corporation June 2000 - December 2002
Westlake Consulting Group December 1998 - June 2000
Tietovalta Ltd April 1995 - December 1998
Skills
Java, Java Enterprise Edition, SQL, REST, Spring, XML, Web Applications, Software Engineering, NoSQL, Design Patterns, Git, Scalability, SOA, Solr, Neo4j, APIs, MongoDB, ElasticSearch, SDLC, Graph Databases, Storm, ElasticS, Memcached, 0mq, zeromq, Switch Flipping, Lambda Architecture, Spring Framework, Spring Batch
Education
Tampere University of Technology 1990 — 1998
MSc., Computer Science, Economics
Riihiketo
Selerity February 2009 - Present
Morgan Stanley December 2008 - February 2009
Morgan Stanley April 2006 - November 2008
Bank of America January 2006 - March 2006
Bank of America April 2003 - January 2006
Bank of America April 2001 - April 2003
Bank of America March 2000 - April 2001
Advanced Scheduling and Control, Inc. May 1998 - February 2001
Matsushita July 1997 - August 1997
Zentrum fuer Graphische Datenverarbeitung October 1994 - August 1995
Skills
Software Project..., Risk Management, FX trading, Distributed Systems, Trading Systems, Java, Enterprise Architecture, Low Latency, Electronic Trading, Cloud Computing, Social Media, Software Development, Machine Learning, Agile Methodologies, Unix, FX Spot, Trading, IT Strategy, Equities, FX Options, Architecture, FX Swaps, System Architecture, Capital Markets, Event-driven Trading, Real-time Search, Technical Recruiting, C++, Perl, Software Engineering, Start-ups, Design Patterns, Shell Scripting
Education
University of Illinois at Urbana-Champaign 1997 — 1999
MS (pending), Computer Science
University of Illinois at Urbana-Champaign 1993 — 1997
BS, Computer Science
Technische Universität Darmstadt 1994 — 1995
Informatik (Computer Science)
IMSA 1990 — 1993
New York University SCPS
Stanford University via Coursera
Morgan Stanley October 2010 - Present
Morgan Stanley March 2007 - February 2011
Morgan Stanley September 2006 - March 2007
Morgan Stanley November 2004 - September 2006
Skills
Business Analysis, Learning Management, Reporting & Analysis, SDLC, Business Requirements, Requirements Gathering, Process Improvement, User Acceptance Testing, Documentation, Software Documentation, Program Management, Project Management, Financial Services, Visio
Education
Teachers College of Columbia University 1992 — 1993
MA, English Education
Yale University 1988 — 1992
BA, English
Nyack High School
United Nations Global Compact March 2013 - Present
Asia Value Advisors October 2012 - October 2012
Morgan Stanley September 2011 - July 2012
Morgan Stanley Investment Management January 2009 - August 2011
Merrill Lynch June 2007 - August 2007
UNESCO Bangkok 2005 - 2007
Skills
International..., Stata, Program Management, Public Policy, Project Management, Sustainable Development, Management, Marketing, Proposal Writing, Strategy, Fundraising, Strategic Planning, Policy, Policy Analysis, Research, International Relations, Nonprofits
Education
Teachers College of Columbia University 2007 — 2008
Master of Arts (MA), Economics and Education
University of Tsukuba 2001 — 2005
Bachelor of Science (BSc), Biological Sciences
The University of Manchester 2003 — 2004
Research Exchange, Neurobiology and Neurosciences
Morgan Stanley September 2007 - Present
Barnes & Noble.com September 2003 - September 2007
Citigroup 1996 - 2003
ICS 1991 - 1996
Skills
Agile Methodologies, SDLC, IT Strategy, Business Analysis
Education
New York University - Leonard N. Stern School of Business 2006 — 2011
MBA, Finance
Temple University 1989 — 1991
MS, Computer Science
University of Pune 1985 — 1989
B.E., Computer Engineering
Diamond Tool August 2012 - Present
Starbucks Coffee Company September 2010 - March 2013
The Salvation Army Star Lake Camp June 2010 - August 2010
Self employed English teacher May 2009 - May 2010
Morgan Stanley April 2007 - May 2009
EDS Hungary January 2006 - May 2006
Skills
Customer Service, Cash Handling, Teaching English, Cultural Exchange, Data Entry, Data Analysis, Data Collection, Training Skills
Education
Szent István Egyetem 2002 — 2005
BSc, Communication Technology
Kodolanyi Janos Foiskola 1998 — 2002
BSc, Tourism and Hotel Management
Cornerstone Research July 2015 - Present
UC Berkeley Haas MFE March 2013 - July 2015
Morgan Stanley 2008 - 2013
Lehman Brothers 2006 - 2008
New York & Company 2005 - 2006
Gap Inc 2003 - 2005
Education
Teachers College of Columbia University
MA
University of California, Irvine
BA
Markit November 2008 - Present
Morgan Stanley August 2007 - November 2008
Xanboo Inc. January 2000 - August 2007
Skills
Software Development, Fixed Income, Multithreading, Java, System Architecture, SQL, Agile Methodologies, Unix, Linux, Perl, XML, Distributed Systems, Enterprise Architecture, Hibernate, JMS, Risk Management, C++, Software Project..., Java Enterprise Edition, Product Management, Spring, Sybase, Messaging, Oracle, FIX protocol, ActiveMQ, ZeroMQ, C#, MySQL, C, R, MongoDB
Education
Technion-Machon Technologi Le' Israel 1990 — 1996
Doctor of Philosophy (PhD), Engineering
INTECH Investment Management LLC (a Janus Capital Group Company) February 2009 - Present
Morgan Stanley March 2005 - February 2009
Wachovia Securities (formerly Prudential Securities) November 2000 - December 2004
Mizuho Trust Company International February 1999 - November 2000
Skills
SDLC, Project Management
Education
Teachers College of Columbia University 1997 — 2000
MA, Industrial/Organizational Psychology
Saint John's University 1990 — 1994
BA, Psychology
Morgan Stanley June 2014 - Present
JPMorgan Chase September 2013 - June 2014
Deutsche Bank September 2008 - September 2013
Deutsche Bank June 2007 - August 2007
Education
Syracuse University College of Law 2005 — 2008
Juris Doctor, Law
University at Albany, SUNY 2001 — 2005
Bachelor of Science, Finance
State Street March 2010 - March 2013
Morgan Stanley December 2008 - October 2009
Goldman Sachs June 2003 - October 2008
Skills
Equities, Investment Banking, Fixed Income, Capital Markets, Hedge Funds, Financial Modeling, Private Equity, Securities, Series 7, Risk Management, Business Analysis, Data Analysis, SDLC, Strategy, Requirements Analysis
Education
Temple University 2001 — 2005
The Parthenon Group February 2014 - Present
Education Pioneers May 2011 - February 2014
Education Pioneers 2008 - December 2010
NYC Department of Education 2005 - 2008
Morgan Stanley 2000 - 2005
Skills
Staff Management, School Districts, Non-profit..., Graduate Recruitment, Team Building, Partner Recruitment, Change Management, Admissions, Selection, College Recruiting, Process Development, Investment Banking, Full-cycle Recruiting, Employee/Labor Relations, Recruiting, Staff Development, Talent Management, Strategy, Program Development, Nonprofits, Workshop Facilitation, Leadership Development, Organizational..., Program Evaluation, Training
Education
Trinity College-Hartford 1996 — 2000
Bachelor of Arts (B.A.)
Teachers College of Columbia University
MA
Morgan Stanley June 2013 - Present
Merrill Lynch January 1998 - May 2013
Morgan Stanley September 1994 - January 1998
Education
Syracuse University - Martin J. Whitman School of Management 1990 — 1993
JD/MBA, Law/Finance
Syracuse University College of Law 1990 — 1993
JD/MBA, Law/Finance
University at Albany, SUNY 1986 — 1990
ba, economics
Permal Asset Management June 2013 - Present
Permal Asset Management January 2011 - June 2013
Permal Asset Management February 2010 - January 2011
Rasini & C. September 2007 - February 2010
Morgan Stanley August 2005 - August 2007
Skills
Series 7, Equity Derivatives, Chartered Financial..., Hedge Funds, Alternative Investments, Finance, Bloomberg, Asset Management, Equities, Fixed Income, Portfolio Management, Investments, Valuation, Capital Markets, Fund Of Funds, Private Equity, Financial Modeling, Derivatives, Equity Research, Asset Allocation, Investor Relations, Securities, Emerging Markets, Investment Management
Education
Syracuse University - Martin J. Whitman School of Management 2001 — 2005
Bachelor of Science (B.S.)
IBM Research May 2014 - Present
Temple University September 2009 - May 2014
Microsoft Research June 2013 - September 2013
Morgan Stanley June 2011 - August 2011
Temple University September 2010 - May 2011
Skills
Natural Language..., Machine Learning, Text Mining, Computer Science, Artificial Intelligence, Research, Statistics, Data Mining, Matlab, Java, R, Information Extraction, Hidden Markov Models, Spring, Linux, Solaris, SQL, Information Retrieval, Pattern Recognition, Semantics, Algorithms, LaTeX, Image Processing, Algorithm Design, Semantic Technologies, Python, Distributed Systems, Computer Vision, Big Data, Statistical Modeling, High Performance..., Ontologies, Computational..., Signal Processing, Mathematical Modeling, Bioinformatics, Spring Framework
Education
IBM T.J. Watson Research Center
MBA Program For IBM Research
Temple University 2009 — 2014
Doctor of Philosophy (Ph.D.), Computer Science, 3.9 out of 4.0
UBS Investment Bank April 2005 - Present
Morgan Stanley April 2000 - March 2005
Education
Syracuse University - Maxwell School
Bachelor of Arts (BA), Economics and Math
New Jersey Performing Arts Center September 2014 - Present
Panasonic Corporation of North America April 2013 - September 2014
New Jersey SEEDS (Scholars, Educators, Excellence, Dedication, Success) October 2012 - April 2013
Panasonic Corporation of North America June 2009 - August 2010
Panasonic Corporation of North America June 2008 - August 2009
Union County Economic Development Corporation June 2006 - September 2007
Morgan Stanley June 2005 - September 2005
Education
Temple University - Fox School of Business and Management 2007 — 2011
Bachelor of Business Administration (BBA), Marketing
Temple University 2007 — 2009
Certificate of Specialization in Spanish
Canterbury School 2003 — 2007
Calyon March 2009 - Present
Banco Santander May 2006 - August 2008
BNP Paribas May 2005 - April 2006
Morgan Stanley March 2002 - March 2005
BNP Paribas February 2001 - March 2002
JP Morgan August 1993 - February 2001
J.P.Morgan Securites Inc 1994 - 2001
Citibank 1988 - 1991
Skills
Hedging, Credit Derivatives, Derivatives, Interest Rate..., Equity Derivatives, Emerging Markets, Financial Structuring, ALM, Foreign Exchange, Fixed Income, Capital Markets, Structured Products, Investment Banking, Rates, Structured Finance, FX Options, Financial Markets, Hedge Funds, Equities, Bloomberg, Investments, Trading, Trading Systems, Bonds, Financial Modeling, Portfolio Management, Market Risk, Options, Alternative Investments, Swaps, Valuation, Securitization, Asset Management, Credit Risk, Financial Risk, Commodity, Private Equity, Corporate Finance
Education
The University of Chicago 1991 — 1993
MBA, MBA
The University of Chicago Booth School of Business 1991 — 1993
MBA, Finance
University of Pennsylvania - The Wharton School 1984 — 1988
BSE, Finance
Tecnológico de Monterrey 1982 — 1984
High School, High School
Nuevo Colegio Continental Americano 1971 — 1982
Wellplayed4life January 2014 - Present
Atlantic Equities July 2011 - December 2012
BTIG June 2009 - May 2011
SAC Capital November 2001 - April 2003
First New York Securities January 1998 - November 2001
Morgan Stanley May 1991 - February 1998
Skills
Nutrition, Sports Nutrition, Healthy Eating, Healthy Lifestyle, Nutritional Counseling, Healthy Communities, Nutrition Education, Vegetarian Cooking, Recipes, Organic Products, Public Speaking, Customer Satisfaction, Equity Sales, Hedge Funds, Customer Service, Equities, Trading, Equity Trading, Equity Research, Series 7, Series 63, Electronic Trading
Education
Syracuse University - Martin J. Whitman School of Management 1987 — 1991
Finance and Marketing
Syracuse University - Martin J. Whitman School of Management 1987 — 1991
Finance and marketing
Bank of America April 2013 - Present
Morgan Stanley June 2010 - April 2013
Goldman Sachs June 2008 - June 2010
Banc of America Securities January 2005 - April 2008
ITG March 2002 - January 2005
Skills
Fixed Income, Capital Markets, Electronic Trading, Hedge Funds, Financial Markets, Trading, Equities, Program Trading, Series 7, Trading Systems, Securities, Derivatives, Bloomberg, Equity Trading
Education
Syracuse University - Martin J. Whitman School of Management 1990 — 1994
BS, Finance
BedBath&Beyond Corporate Headquarters October 2012 - Present
Mercedes Benz USA April 2011 - June 2012
Lockheed Martin Corp. April 2010 - November 2010
Morgan Stanley January 2010 - March 2010
New York Life Insurance Co. September 2003 - August 2009
Deutsche Bank Securities January 1999 - January 2003
Morgan Stanley Dean Witter January 1998 - January 1999
NBC News March 1995 - January 1998
Skills
Troubleshooting, Video Conferencing, AV, TCP/IP, Integration, Networking, Tandberg, Vendor Management, Cisco Technologies, Technical Support, Network Administration, IP, Telepresence, Software Installation, Hardware, Security, WAN, LAN-WAN, Servers, Project Delivery, Instructional Technology, Polycom Video..., People Management, Data Center, Video Production, Videography, Video Editing, Broadcast Television, Telecommunications..., Digital Media, Collaboration Solutions, Audio Engineering, Budget Management, IT Strategy, Management, Project Management, Video, Leadership, Testing, Telecommunications, Sound, Network Engineering, Multimedia, Infrastructure, System Deployment, VoIP
Education
Technical Career Institutes 1995 — 1997
AOS, Industrial Electronics Engineering Technology \ Communications
Liquid Hub, Inc March 2011 - Present
Independence Blue Cross June 1999 - July 2012
Morgan Stanley June 1994 - June 1999
Skills
SQL, Agile Methodologies, SDLC, Requirements Analysis, Software Development, SOA, Microsoft SQL Server, DB2, Software Project..., Web Services, Scrum, SharePoint, Enterprise Architecture, Java Enterprise Edition, Oracle SQL Developer, Oracle Database, PowerBuilder
Education
Temple Univeristy 1976 — 1980
Bachelor of Business Administration (BBA), Computer Science
Temple University
Bachelor of Arts (B.A.), Computer Science
Morgan Stanley June 2013 - March 2014
American Water December 2012 - May 2013
JPMorgan Chase April 2012 - October 2012
Citco Fund Services September 2011 - March 2012
Federal Reserve Bank of Philadelphia April 2003 - May 2009
Skills
SAP, Bloomberg, Excel, Access, SQL, Oracle, Oracle SQL, Cognos, Visual Basic, C++, PeopleSoft, Fund Accounting, Financial Reporting
Education
Temple University 2009 — 2011
BBA, Accounting
Morgan Stanley July 2015 - Present
Starcom MediaVest Group December 2014 - June 2015
Syracuse University October 2011 - August 2014
Onondaga Earth Corp February 2014 - May 2014
Camacho & Seijas International, October 2013 - December 2013
Skills
Microsoft Excel, Microsoft Office, Windows, Microsoft Word, Customer Service, PowerPoint, Research, Teaching, Public Speaking, Strategic Planning, Budgets, Negotiation, Market Research, Management
Education
Syracuse University - Martin J. Whitman School of Management 2010 — 2014
Bachelor of Science (B.S.), Double Major in Finance and Entrepreneurship & Emerging Enterprise
Thompson Wealth Management, Ltd. 1991 - Present
Morgan Stanley 1989 - 1991
Smith Barney 1985 - 1989
EF Hutton 1983 - 1985
IDS American Express 1981 - 1983
Skills
Wealth Management, Investment Advisory
Education
Syracuse University - Maxwell School of Citizenship and Public Affairs 1976 — 1981
London School of Economics and Political Science 1979 — 1980
Nichols School 1972 — 1976
Morgan Stanley October 2013 - Present
Morgan Stanley June 2010 - October 2013
Morgan Stanley June 2010 - July 2010
IAMGOLD Corporation January 2009 - January 2010
Skills
Information Security, Management, Computer Security, Network Security, Perimeter Security, Perl, Unix, Security Incident..., CISSP, Incident Response, Security, Security+, Project Management, Eclipse, Java, SQL, ITIL, Visual Studio, PHP, Application Security, Design Patterns, Object Oriented Design, Java Enterprise Edition, Security Incident &..., Penetration Testing, Data Loss Prevention, Risk Management, Access Control, Operating Systems, Information Security...
Education
Concordia University
Software Engineering
Instituto Tecnológico y de Estudios Superiores de Monterrey
Morgan Stanley August 2014 - Present
T3 Trading Group, LLC October 2012 - November 2013
M&T Bank September 2011 - December 2011
Community Medical Centers June 2011 - August 2011
Sports Turf Care August 2010 - May 2011
Sierra Nevada August 2010 - December 2010
Centaurus Financial Inc June 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis, Data Analysis, Microsoft Word, Financial Modeling, Market Research, Business Strategy, Marketing Strategy, Research, Access, Corporate Finance, Portfolio Management, Investments, Finance
Education
Syracuse University - Martin J. Whitman School of Management 2010 — 2012
Master of Business Administration (M.B.A.), Finance
University of California, San Diego 2005 — 2010
Bachelor of Science (BSc), Management Science
Indoqa 2007 - Present
ANECON 2005 - 2007
Morgan Stanley March 2000 - February 2003
Clearstream Banking January 1998 - January 2002
Skills
Software Engineering, Java, FOSS, Peer Mentoring, Software Development, Agile Methodologies, GSoC, Software Design, Spring, Scrum, Open Source
Education
Technische Universität Wien 1995 — 1997
MSc, Computer Science
University of Vienna 1994 — 1996
MA, Business Administration
Technische Universität Wien 1989 — 1994
BSc, Computer Science
University of Vienna 1989 — 1993
BA, Business Administration
RBC January 2014 - November 2014
Morgan Stanley August 2001 - November 2013
Morgan Stanley August 2001 - November 2013
Skills
Fixed Income, Series 7, Capital Markets, Hedge Funds, Bonds, Derivatives, Bloomberg, Structured Products, Swaps, Series 63, Trading, Equities, Interest Rate..., Credit Derivatives, Electronic Trading
Education
Syracuse University - Martin J. Whitman School of Management 1997 — 2001
BS, Entrepreneurship/Entrepreneurial Studies
Morgan Stanley 2011 - Present
Deutsche Bank 2010 - 2011
Deutsche Bank 1997 - 2010
Deutsche Bank 1995 - 1997
Education
LaSalle University
MBA, Finance
Temple University
BBA, Accounting
Tribeca Tribune March 2014 - Present
Jewish Community Project of Lower Manhattan September 2004 - Present
Morgan Stanley June 1998 - November 2002
Solomon Smith Barney June 1996 - June 1998
The Abraham Fund Initiatives December 1993 - June 1996
Freelance Journalism September 1988 - June 1992
U.S. House of Representatives June 1988 - August 1988
U.S. House of Representatives June 1986 - August 1986
Skills
Research, Editing, Budgets, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Windows, Outlook, Photoshop, English, Sales, Competitive Analysis
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1991 — 1993
Masters Degree, International Relations & Economics with a concentration in Middle East Studies
Tel Aviv University 1991 — 1991
Semester Abroad
University of California, Berkeley 1985 — 1989
Bachelors of Arts, History
Paris University Jussieu/ Sarah Lawrence College Study Abroad Program 1987 — 1988
Morgan Stanley September 2015 - Present
The J.G. Wentworth Company July 2010 - September 2015
Radian Guaranty January 2009 - July 2010
Loan Closing Specialist March 2003 - October 2008
Wachovia Mortgage FSB (Acquired by Wells Fargo & Co.), September 2003 - March 2005
Skills
Mortgage Lending, Loans, Credit, Underwriting, Insurance, Portfolio Management, Analysis, Management, Sales, Customer Service, Funding, Software Documentation, Time Management, Mutual Funds, Risk Management, Credit Analysis, Banking, Research, Mortgage Banking, Financial Services, Financial Risk, Residential Mortgages, Finance, Relationship Management, Credit Risk, Auditing, Leadership, Consumer Lending, Financial Analysis
Education
Temple University - Fox School of Business and Management 2011 — 2013
MBA, Business
Temple University 1996 — 2000
B.A., Communications
Bloomberg LP September 2014 - Present
Globant September 2013 - August 2014
Morgan Stanley September 2013 - July 2014
Oracle July 2010 - September 2013
Freescale Semiconductor March 2007 - July 2010
NextiraOne Mexico July 2005 - March 2007
Skills
Web Services, Web Applications, Java, Spring, Databases, Hibernate, Java Enterprise Edition, JUnit, Eclipse, XML, Ant, SQL, Perl, Tomcat, JDBC, JavaScript, C++, Design Patterns, NetBeans, MySQL, SOA, Servlets, Scrum, JSON, EJB, AJAX, Continuous Integration, Open Source, JAX-WS, JPA, REST, Maven, Subversion, J2SE, JMS, JAXB, MVC, SOAP, AOP, XML Schema, HTML/XML, Apache Derby, Core Java, J2EE, AspectJ, XSLT, Agile, Software Development, Integration, Spring Framework
Education
Instituto Tecnológico y de Estudios Superiores de Monterrey 2009 — 2012
MS, Computer-Science
Instituto Tecnológico y de Estudios Superiores de Monterrey 1994 — 1999
BS, Computer-Science Engineering
CRF Health June 2013 - Present
CRF Health March 2011 - June 2013
Morgan Stanley December 2009 - December 2010
Skills
Pharmaceutical Industry, Clinical Trials, EDC, CRO, Medical Devices, Data Analysis, Software Documentation, Salesforce.com, Healthcare, Contract Management, Forecasting, Vendor Contracts, Drafting Proposals, Procurement Contracts, Process Improvement, GCP, Microsoft Office, Data Management, Clinical Data Management, Project Management, Management, Pricing Strategy, Contract Negotiation
Education
Temple University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, MIS
Morgan Stanley January 2007 - Present
MNB 2004 - 2006
The Boston Consulting Group 1997 - 2004
Arthur Andersen 1992 - 1995
Skills
Financial Modeling, Financial Analysis, Management Consulting, Financial Audits, Management, Finance, Investment Banking, Business Strategy, Due Diligence, Financial Reporting, Outsourcing, Auditing, Private Equity, Corporate Finance, Mergers & Acquisitions, Valuation, Change Management, Internal Controls, Risk Management, Business Process..., Derivatives, Financial Accounting
Education
The Wharton School and the School of Arts & Sciences University of Pennsylvania 1995 — 1997
MBA, MA, Finance
Temple University
Bachelor of Arts (BA)
Morgan Stanley July 1994 - September 2006
J.P. Morgan June 1982 - July 1994
Columbia University September 1979 - June 1982
University of Virginia August 1978 - June 1979
Governor's Office, Commonwealth of Pennsylvania July 1971 - June 1972
Skills
Equities, Financial Modeling, Government, Program Management, Editing, Investment Banking, Bonds, Series 7, Finance, Financial Analysis, Financial Structuring, Securities, Investments, Valuation, Credit, Nonprofits, Fixed Income, Management, Asset Management, Financial Advisory, Capital Markets
Education
Syracuse University - Maxwell School of Citizenship and Public Affairs 1974 — 1978
Doctor of Philosophy (Ph.D.), Public Administration
Syracuse University - Maxwell School of Citizenship and Public Affairs 1974 — 1978
MPA, Public Administration
The George Washington University 1967 — 1969
MA Education, Rehabilitation Counseling
The Catholic University of America 1963 — 1967
AB, Psychology
Morgan Stanley July 2015 - Present
Deutsche Bank February 2015 - July 2015
The Mercadien Group-Confidential Bank Corporation November 2014 - January 2015
Financial Outsourcing Solutions June 2013 - October 2014
Ally Financial Inc. October 2011 - June 2013
Zisa & Hitscherich 2011 - 2011
Skills
Risk Management, Banking, Financial Analysis, Finance, Process Improvement, Microsoft Office, Leadership, Financial Services, Analysis, Business Analysis, Loans, Financial Risk
Education
Appalachian School of Law 2008 — 2010
Doctor of Law (J.D.), Law
Temple University 2002 — 2006
Bachelor of Arts (B.A.), Political Science and Government and Criminal Justice
MSCI Inc. May 2014 - Present
Morgan Stanley April 2010 - May 2014
Rutgers University August 2008 - July 2009
Research Institute of Solid State Physics and Optics, Hungarian Academy of Science September 2005 - August 2008
Vienna University of Technology September 2003 - August 2005
Skills
Equity Derivatives, Risk Management, Financial Modeling, Quantitative Finance, Fixed Income, Market Risk, Structured Products, Derivatives, Equities, Matlab, Options, Quantitative Analytics, Interest Rate..., Statistics
Education
Technical University Vienna 2000 — 2003
Doctor of Philosophy (PhD), Physics
Citi Shared Services Center July 2014 - Present
Morgan Stanley June 2013 - March 2014
Oriflame Hungary Kozmetika Kft. January 2013 - June 2013
Wincor Nixdorf August 2010 - July 2012
Citi April 2009 - July 2010
Citi July 2006 - April 2009
Grepton August 2004 - June 2006
British American Tobacco November 2002 - July 2004
Skills
Windows Server, Databases, Troubleshooting, Project Management, SQL, Windows 7, Software Installation, Testing, Software Project..., Microsoft SQL Server, Service Desk, Project Planning, Windows XP Pro, Change Management, System Testing, Auto IT, Siebel, Active Directory, Remedy AR System, VMware, Business Continuity, Conveyor, SharePoint, MS Excel Pivot Tables, Macro, Software Development, Project Delivery, Business Analysis, Business Process, Requirements Gathering, IT Service Management, Servers, ITIL
Education
Szent István Egyetem 2005 — 2009
Human Resource Manager
Trefort Ágoston bilingual high school 1995 — 2001
Final exam in English, IT & Electronics course
Poughkidsie LLC 2013 - Present
NYC Department of Education 2007 - 2011
Morgan Stanley 2004 - 2006
Chubb Insurance November 2001 - June 2004
Lowe Lintas and Partners June 2000 - November 2001
Education
Teachers College of Columbia University 2006 — 2007
Master of Arts (MA), English/Language Arts Teacher Education
University of Pennsylvania 1996 — 2000
Bachelor of Arts (BA), English Language and Literature, General