Morgan Stanley
Industry: Investment banking company
DescriptionMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. Headquarters: New York City, New York, United States CEO: James P. Gorman (Jan 1, 2010–) Revenue: 37.94 billion USD (2017) Subsidiaries: Discover Financial Services, Did you know: Morgan Stanley is the sixth-largest bank in the US by total assets ($875 B). wikipedia.org
Morgan Stanley List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Morgan Stanley. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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34,792 Morgan Stanley employees in database. Find out everything there's to know about Morgan Stanley employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Morgan Stanley Employees
Employee
Years
Job
Industry
David Laughton David Laughton's Morgan Stanley Experience May 2015 - August 2015
Job Student at University of Southern California Business & International Relations
Industry Management Consulting
Experience
Morgan Stanley May 2015 - August 2015
Alvarez & Marsal Business Consulting June 2014 - August 2014
Sleepy Hollow Swim and Tennis 2013 - 2013
Sleepy Hollow Swim and Tennis Club 2011 - 2012
Schwab Charitable 2011 - 2011
Sleepy Hollow Swim and Tennis Club 2010 - 2011
The Ferraro Group Public Relations 2010 - 2010
Education
University of Southern California 2013 — 2016
International Relations Global Business (USC Dornsife & Marshall School of Business), Interdisciplinary curriculum with global management focus, Junior
University of Southern California - Marshall School of Business 2013 — 2016
Business / International Relations, International Relations Global Business
Texas Christian University 2012 — 2012
Morgan Stanley May 2015 - August 2015
Alvarez & Marsal Business Consulting June 2014 - August 2014
Sleepy Hollow Swim and Tennis 2013 - 2013
Sleepy Hollow Swim and Tennis Club 2011 - 2012
Schwab Charitable 2011 - 2011
Sleepy Hollow Swim and Tennis Club 2010 - 2011
The Ferraro Group Public Relations 2010 - 2010
Education
University of Southern California 2013 — 2016
International Relations Global Business (USC Dornsife & Marshall School of Business), Interdisciplinary curriculum with global management focus, Junior
University of Southern California - Marshall School of Business 2013 — 2016
Business / International Relations, International Relations Global Business
Texas Christian University 2012 — 2012
Gerson Esparza Gerson Esparza's Morgan Stanley Experience June 2013 - August 2013
Job Tax Associate at BKD Houston
Industry Accounting
Experience
BKD CPAs & Advisors July 2015 - Present
BKD CPAs & Advisors February 2014 - April 2014
ALPFA at Texas A&M May 2013 - December 2013
Morgan Stanley June 2013 - August 2013
Skills
PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Facebook, Time Management, Teamwork, Spanish, Critical Thinking, Accounting, Finance, Leadership, Financial Analysis, Access
Education
Texas A&M University 2010 — 2015
Bachelor of Business Administration (B.B.A.), Accounting
Texas A&M University 2010 — 2015
Master's degree, Finance
BKD CPAs & Advisors July 2015 - Present
BKD CPAs & Advisors February 2014 - April 2014
ALPFA at Texas A&M May 2013 - December 2013
Morgan Stanley June 2013 - August 2013
Skills
PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Facebook, Time Management, Teamwork, Spanish, Critical Thinking, Accounting, Finance, Leadership, Financial Analysis, Access
Education
Texas A&M University 2010 — 2015
Bachelor of Business Administration (B.B.A.), Accounting
Texas A&M University 2010 — 2015
Master's degree, Finance
James Obulaney James Obulaney's Morgan Stanley Experience July 2008 - July 2010
Job Vice President at Denham Capital
Industry Investment Management
Experience
Denham Capital July 2014 - Present
Avista Capital Partners August 2010 - June 2014
Morgan Stanley July 2008 - July 2010
Education
Texas A&M University 2003 — 2007
BS, Engineering
Denham Capital July 2014 - Present
Avista Capital Partners August 2010 - June 2014
Morgan Stanley July 2008 - July 2010
Education
Texas A&M University 2003 — 2007
BS, Engineering
Rebecca Stilwell's Morgan Stanley Experience May 1985 - August 2012
Job President, O'More College of Design
Industry Higher Education
Experience
O'More College of Design August 2013 - Present
Morgan Stanley May 1985 - August 2012
Skills
Wealth Management, Financial Services, Alternative Investments, Asset Allocation, Series 63, Securities, Financial Advisory, Series 7, Equities, Strategic Financial..., Asset Management, Investment Banking, Options, Management, Investment Strategies, Valuation, Mutual Funds, Investment Management, Hedge Funds, Fixed Income, Portfolio Management, Risk Management, Investments, FINRA, Bloomberg, Private Equity, Capital Markets, Series 65, Equity Research, Bonds, Structured Products, Trading, Financial Planning, Strategic Planning, Finance, Leadership
Education
Texas A&M University 1979 — 1983
BBA, Business Administration and Management, General
Palestine High School 1975 — 1979
O'More College of Design August 2013 - Present
Morgan Stanley May 1985 - August 2012
Skills
Wealth Management, Financial Services, Alternative Investments, Asset Allocation, Series 63, Securities, Financial Advisory, Series 7, Equities, Strategic Financial..., Asset Management, Investment Banking, Options, Management, Investment Strategies, Valuation, Mutual Funds, Investment Management, Hedge Funds, Fixed Income, Portfolio Management, Risk Management, Investments, FINRA, Bloomberg, Private Equity, Capital Markets, Series 65, Equity Research, Bonds, Structured Products, Trading, Financial Planning, Strategic Planning, Finance, Leadership
Education
Texas A&M University 1979 — 1983
BBA, Business Administration and Management, General
Palestine High School 1975 — 1979
Ray Broughton Ray Broughton's Morgan Stanley Experience 1998 - 2002
Job Senior Benefits Consultant at ERP Actuaries & Consultants
Industry Financial Services
Experience
ERP Actuaries & Consultants March 2014 - Present
Beneco July 2012 - August 2013
Associated Benefit Planners, Ltd January 2012 - December 2012
The Standard January 2010 - September 2010
Ascensus July 2004 - January 2010
Morgan Stanley 1998 - 2002
Skills
401k, Investments, Mutual Funds, Retirement, Employee Benefits, ERISA, Retirement Planning, Defined Benefit, Pensions, Financial Services, Defined Contribution, Retirement Plan..., Form 5500 preparation, Form 5500, IRS problem resolution
Education
Texas A&M University 1988 — 1994
Bachelor of Arts (BA), Speech Communication and Rhetoric
ERP Actuaries & Consultants March 2014 - Present
Beneco July 2012 - August 2013
Associated Benefit Planners, Ltd January 2012 - December 2012
The Standard January 2010 - September 2010
Ascensus July 2004 - January 2010
Morgan Stanley 1998 - 2002
Skills
401k, Investments, Mutual Funds, Retirement, Employee Benefits, ERISA, Retirement Planning, Defined Benefit, Pensions, Financial Services, Defined Contribution, Retirement Plan..., Form 5500 preparation, Form 5500, IRS problem resolution
Education
Texas A&M University 1988 — 1994
Bachelor of Arts (BA), Speech Communication and Rhetoric
Richard Portillo Richard Portillo's Morgan Stanley Experience 2001 - 2003
Job RE/MAX
Industry Real Estate
Experience
RE/MAX Champions December 2001 - Present
Morgan Stanley 2001 - 2003
Jb Oxford and Company 1999 - 2001
Skills
Contract Negotiation, Sellers, Customer Service, New Home Sales, Foreclosures, Business Development, Finance, Investors, Real Estate, Short Sales, First Time Home Buyers, Investment Properties, Real Estate Transactions, Sales
Education
Texas A&M University 1991 — 1993
Building Construction Technology
RE/MAX Champions December 2001 - Present
Morgan Stanley 2001 - 2003
Jb Oxford and Company 1999 - 2001
Skills
Contract Negotiation, Sellers, Customer Service, New Home Sales, Foreclosures, Business Development, Finance, Investors, Real Estate, Short Sales, First Time Home Buyers, Investment Properties, Real Estate Transactions, Sales
Education
Texas A&M University 1991 — 1993
Building Construction Technology
Tasmina Ahmed's Morgan Stanley Experience 2011 - 2011
Job Analyst, Finance and Administration
Industry Facilities Services
Experience
Columbia University June 2014 - Present
Macy's April 2013 - June 2014
IHS September 2011 - March 2013
Morgan Stanley 2011 - 2011
Skills
Microsoft Excel, SAS, Market Research, Analysis, Statistics, Data Analysis, Economics, Financial Analysis, Financial Modeling
Education
Temple University 2006 — 2011
Bachelor of Arts (B.A.), Economics
Wilbraham and Monson Academy 2002 — 2006
Columbia University June 2014 - Present
Macy's April 2013 - June 2014
IHS September 2011 - March 2013
Morgan Stanley 2011 - 2011
Skills
Microsoft Excel, SAS, Market Research, Analysis, Statistics, Data Analysis, Economics, Financial Analysis, Financial Modeling
Education
Temple University 2006 — 2011
Bachelor of Arts (B.A.), Economics
Wilbraham and Monson Academy 2002 — 2006
Drew Poyner Drew Poyner's Morgan Stanley Experience May 2000 - August 2006
Job Senior Production Support Analyst at NASDAQ OMX
Industry Information Technology and Services
Experience
NASDAQ OMX July 2013 - Present
BGC Partners June 2008 - June 2013
Charles River Development July 2007 - June 2008
Daiwa Securities USA August 2006 - July 2007
Morgan Stanley May 2000 - August 2006
Prudential Investments April 1999 - May 2000
Paine Webber September 1997 - October 1998
Credit Suisse First Boston September 1987 - September 1997
Information Builders November 1980 - November 1982
Skills
Trading Systems, Electronic Trading, Market Data, Low Latency, SDLC, Sybase, Exchange Connectivity, Fixed Income, Derivatives, Business Analysis, Equities, Software Project...
Education
The College of New Jersey 1977 — 1979
BA, Computer Science
Tennessee Technological University 1975 — 1977
Computer Science
NASDAQ OMX July 2013 - Present
BGC Partners June 2008 - June 2013
Charles River Development July 2007 - June 2008
Daiwa Securities USA August 2006 - July 2007
Morgan Stanley May 2000 - August 2006
Prudential Investments April 1999 - May 2000
Paine Webber September 1997 - October 1998
Credit Suisse First Boston September 1987 - September 1997
Information Builders November 1980 - November 1982
Skills
Trading Systems, Electronic Trading, Market Data, Low Latency, SDLC, Sybase, Exchange Connectivity, Fixed Income, Derivatives, Business Analysis, Equities, Software Project...
Education
The College of New Jersey 1977 — 1979
BA, Computer Science
Tennessee Technological University 1975 — 1977
Computer Science
Ben Stephenson Ben Stephenson's Morgan Stanley Experience February 2010 - January 2012
Job Top Leader, Isagenix Independent Associate
Industry Health, Wellness and Fitness
Experience
Isagenix July 2011 - Present
Wells Fargo Advisors September 2012 - February 2013
Morgan Stanley February 2010 - January 2012
Entrepreneur January 2006 - January 2010
MassMutual Financial Group January 2002 - December 2005
MetLife August 1998 - December 2001
Security First Group January 1994 - January 1999
Skills
Coaching, Leadership, Public Speaking, Entrepreneurship, Training, Marketing Strategy, International Business, Relationship Marketing, Human Nutrition, Investments, Strategic Financial..., Business Development, Small Business, Insurance, Social Networking, Retirement Planning, Financial Services, Finance
Education
Texas Christian University 1978 — 1981
Bachelor of Fine Arts (BFA), Theater
University of Missouri-Kansas City Henry W. Bloch School of Management
Certificate In Financial Planning
Isagenix July 2011 - Present
Wells Fargo Advisors September 2012 - February 2013
Morgan Stanley February 2010 - January 2012
Entrepreneur January 2006 - January 2010
MassMutual Financial Group January 2002 - December 2005
MetLife August 1998 - December 2001
Security First Group January 1994 - January 1999
Skills
Coaching, Leadership, Public Speaking, Entrepreneurship, Training, Marketing Strategy, International Business, Relationship Marketing, Human Nutrition, Investments, Strategic Financial..., Business Development, Small Business, Insurance, Social Networking, Retirement Planning, Financial Services, Finance
Education
Texas Christian University 1978 — 1981
Bachelor of Fine Arts (BFA), Theater
University of Missouri-Kansas City Henry W. Bloch School of Management
Certificate In Financial Planning
John Staniewicz John Staniewicz's Morgan Stanley Experience June 2014 - July 2015
Job Senior Financial Analyst, FP&A at Stanley Black & Decker, Inc.
Industry Consumer Goods
Experience
Stanley Black & Decker, Inc. August 2015 - Present
Morgan Stanley June 2014 - July 2015
JPMorgan Chase May 2011 - June 2014
Skills
Finance, Financial Statements, Financial Analysis, Microsoft Office, Microsoft Excel, Investment Banking, Equities, SAP, General Ledger, Cognos, Internal Controls, Oracle, Business Objects, Equity Derivatives, P&L Analysis, Product Control, Financial Planning, Budgeting, Forecasting, Hyperion HFM, Financial Accounting, Revenue Recognition, Variance Analysis, Corporate Finance, Financial Reporting
Education
Temple University 2007 — 2011
Bachelor's Degree, Finance, Legal Studies
Stanley Black & Decker, Inc. August 2015 - Present
Morgan Stanley June 2014 - July 2015
JPMorgan Chase May 2011 - June 2014
Skills
Finance, Financial Statements, Financial Analysis, Microsoft Office, Microsoft Excel, Investment Banking, Equities, SAP, General Ledger, Cognos, Internal Controls, Oracle, Business Objects, Equity Derivatives, P&L Analysis, Product Control, Financial Planning, Budgeting, Forecasting, Hyperion HFM, Financial Accounting, Revenue Recognition, Variance Analysis, Corporate Finance, Financial Reporting
Education
Temple University 2007 — 2011
Bachelor's Degree, Finance, Legal Studies
Michelle Svitek Michelle Svitek's Morgan Stanley Experience May 2013 - August 2013
Job Client Service Coordinator at Liberty Mutual Insurance
Industry Marketing and Advertising
Experience
Liberty Mutual Insurance January 2015 - Present
Liberty Mutual Insurance June 2014 - December 2014
Morgan Stanley May 2013 - August 2013
LTE Media Group August 2012 - May 2013
Skills
Microsoft Word, Microsoft Excel, Social Media Marketing, PowerPoint, Microsoft Office, Customer Service, Cold Calling, Wealth Management, Sales, Marketing Strategy, Social Media, Time Management
Education
Texas A&M University 2010 — 2014
Bachelor of Business Administration Marketing & Minor in Communication
Memorial High School 2007 — 2010
Liberty Mutual Insurance January 2015 - Present
Liberty Mutual Insurance June 2014 - December 2014
Morgan Stanley May 2013 - August 2013
LTE Media Group August 2012 - May 2013
Skills
Microsoft Word, Microsoft Excel, Social Media Marketing, PowerPoint, Microsoft Office, Customer Service, Cold Calling, Wealth Management, Sales, Marketing Strategy, Social Media, Time Management
Education
Texas A&M University 2010 — 2014
Bachelor of Business Administration Marketing & Minor in Communication
Memorial High School 2007 — 2010
Tuesdy Horner, PharmD, RPh, PhC's Morgan Stanley Experience 1997 - 2005
Job CEO, President at Southwest Pharmacy Consulting, LLC
Industry Pharmaceuticals
Experience
United Way of Central New Mexico 2014 - Present
Southwest Pharmacy Consulting, LLC 2011 - Present
University of New Mexico 2010 - Present
Presbyterian Healthcare Services 2009 - Present
The Annals of Pharmacotherapy 2009 - Present
Morgan Stanley 1997 - 2005
Skills
Healthcare, Inpatient, Clinical Research, Patient Safety, Hospitals, Healthcare Management, Informatics, Disease Management, Healthcare Information..., Pharmacy, Pharmacists, Managed Care, Healthcare Consulting, Medicine, HIPAA, Public Health, Healthcare Industry, Critical Care, EHR, Diabetes, Managed care, Oncology, Pharmaceutical Industry
Education
Accredited PGY1 Pharmacy Residency Training
Texas A&M University
University of New Mexico School of Pharmacy
Doctor of Pharmacy
United Way of Central New Mexico 2014 - Present
Southwest Pharmacy Consulting, LLC 2011 - Present
University of New Mexico 2010 - Present
Presbyterian Healthcare Services 2009 - Present
The Annals of Pharmacotherapy 2009 - Present
Morgan Stanley 1997 - 2005
Skills
Healthcare, Inpatient, Clinical Research, Patient Safety, Hospitals, Healthcare Management, Informatics, Disease Management, Healthcare Information..., Pharmacy, Pharmacists, Managed Care, Healthcare Consulting, Medicine, HIPAA, Public Health, Healthcare Industry, Critical Care, EHR, Diabetes, Managed care, Oncology, Pharmaceutical Industry
Education
Accredited PGY1 Pharmacy Residency Training
Texas A&M University
University of New Mexico School of Pharmacy
Doctor of Pharmacy
W. R. Buddy Bryan W. R. Buddy Bryan's Morgan Stanley Experience June 2009 - June 2013
Job Financial Advisor
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2014 - Present
Morgan Stanley June 2009 - June 2013
Citigroup Global Markets July 1993 - June 2009
Lehman Brothers April 1991 - July 1993
Skills
Retirement Planning, Mutual Funds, Wealth Management, Investments, Securities, Asset Allocation, Strategic Financial..., Retirement, Equities, Portfolio Management, Fixed Income, Series 7
Education
Texas A&M University 1984 — 1990
Bachelor of Arts (B.A.), Kinesiology
Wells Fargo Advisors, LLC January 2014 - Present
Morgan Stanley June 2009 - June 2013
Citigroup Global Markets July 1993 - June 2009
Lehman Brothers April 1991 - July 1993
Skills
Retirement Planning, Mutual Funds, Wealth Management, Investments, Securities, Asset Allocation, Strategic Financial..., Retirement, Equities, Portfolio Management, Fixed Income, Series 7
Education
Texas A&M University 1984 — 1990
Bachelor of Arts (B.A.), Kinesiology
Jack Taffe Jack Taffe's Morgan Stanley Experience June 2013 - August 2013
Job Senior Analyst, Corporate Development / M&A at AECOM
Industry Civil Engineering
Experience
AECOM August 2015 - Present
BlackArch Partners February 2014 - July 2015
Morgan Stanley June 2013 - August 2013
Perot Investments June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Education
Texas A&M University 2010 — 2013
Detroit Catholic Central
AECOM August 2015 - Present
BlackArch Partners February 2014 - July 2015
Morgan Stanley June 2013 - August 2013
Perot Investments June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Education
Texas A&M University 2010 — 2013
Detroit Catholic Central
Katrina Kim Katrina Kim's Morgan Stanley Experience July 2014 - Present
Job Associate Fixed Income Management Reporting at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2014 - Present
Gexpro October 2012 - April 2014
Rexel Holdings USA, Corp. October 2012 - April 2014
Prism Electric August 2011 - August 2012
Irving ISD 2010 - 2011
Skills
Microsoft Excel, Financial Analysis, Accounting, Data Analysis, Budgets, TM1, Cognos, SAP, Business Objects, Prophet 21, XPD2, Financial Modeling, Access, Microsoft Office, Magnitude, Accounts Receivable, Training, Leadership, Forecasting, Sales, Process Improvement
Education
Texas A&M University 2006 — 2010
B.S., Economics
Morgan Stanley July 2014 - Present
Gexpro October 2012 - April 2014
Rexel Holdings USA, Corp. October 2012 - April 2014
Prism Electric August 2011 - August 2012
Irving ISD 2010 - 2011
Skills
Microsoft Excel, Financial Analysis, Accounting, Data Analysis, Budgets, TM1, Cognos, SAP, Business Objects, Prophet 21, XPD2, Financial Modeling, Access, Microsoft Office, Magnitude, Accounts Receivable, Training, Leadership, Forecasting, Sales, Process Improvement
Education
Texas A&M University 2006 — 2010
B.S., Economics
George C. Chris Williams George C. Chris Williams's Morgan Stanley Experience January 2002 - August 2005
Job Partner at Williams, Crow, Mask, LLP
Industry Accounting
Experience
Williams, Crow, Mask, LLP September 2010 - Present
Alamo Advisors, LLP August 2005 - September 2010
Morgan Stanley January 2002 - August 2005
Skills
Finance, Financial Analysis, Financial Services, Investments, CPA, Certified Financial..., Wealth Management, Securities, Asset Allocation, Investment Strategies, Series 65, Financial Planning, Due Diligence, Estate Planning
Education
Texas A&M University 1995 — 1999
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
The University of Texas at San Antonio 2008 — 2010
Master of Accountancy, Accounting
Williams, Crow, Mask, LLP September 2010 - Present
Alamo Advisors, LLP August 2005 - September 2010
Morgan Stanley January 2002 - August 2005
Skills
Finance, Financial Analysis, Financial Services, Investments, CPA, Certified Financial..., Wealth Management, Securities, Asset Allocation, Investment Strategies, Series 65, Financial Planning, Due Diligence, Estate Planning
Education
Texas A&M University 1995 — 1999
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
The University of Texas at San Antonio 2008 — 2010
Master of Accountancy, Accounting
Kristin (KK) Eschbach Kristin (KK) Eschbach's Morgan Stanley Experience June 2006 - August 2006
Job Director, Investments & Financial Services at USD Group LLC
Industry Investment Management
Experience
USD Group LLC June 2015 - Present
Credit Suisse March 2014 - May 2015
Goldman Sachs June 2008 - March 2014
Goldman Sachs June 2007 - August 2007
Deloitte & Touche January 2007 - May 2007
Morgan Stanley June 2006 - August 2006
Skills
Valuation, Financial Modeling, Equities, Bloomberg, Business Valuation, Asset Allocation, Wealth Management, Private Equity, Investment Strategies, Finance, Capital Markets, Fixed Income, Trading, Private Banking, Investment Banking, Investments
Education
Texas A&M University 2004 — 2008
Bachelor of Business Administration (BBA), Finance, General
USD Group LLC June 2015 - Present
Credit Suisse March 2014 - May 2015
Goldman Sachs June 2008 - March 2014
Goldman Sachs June 2007 - August 2007
Deloitte & Touche January 2007 - May 2007
Morgan Stanley June 2006 - August 2006
Skills
Valuation, Financial Modeling, Equities, Bloomberg, Business Valuation, Asset Allocation, Wealth Management, Private Equity, Investment Strategies, Finance, Capital Markets, Fixed Income, Trading, Private Banking, Investment Banking, Investments
Education
Texas A&M University 2004 — 2008
Bachelor of Business Administration (BBA), Finance, General
Luke Morrow Luke Morrow's Morgan Stanley Experience 2000 - 2002
Job Sr. Regional Sales Manager at BeyondTrust
Industry Information Technology and Services
Experience
BeyondTrust November 2014 - Present
NetIQ February 2012 - July 2014
Blue Coat Systems March 2011 - February 2012
Lumenate 2008 - 2011
TrustWave 2006 - 2007
McAfee 2002 - 2006
Morgan Stanley 2000 - 2002
RBC Dain Rauscher 2000 - 2000
Skills
HIPAA, Sarbanes-Oxley, PCI DSS, NERC, DIACAP, Strategic Planning, Solution Selling, Contract Negotiation, Business Modeling, DLP, SEIM, Information Security..., SaaS, Endpoint Security, Network Security, Identity Management, Access Control, Encryption, Virtualization, Cloud Computing, Disaster Recovery, Workflow Management, Workload Automation, Performance Management, NetIQ AppManager, Data Migration, FIM, Change Management, Long-term Customer..., IPS, Information Security, Security, Business Development, Enterprise Software, Account Management, Computer Security, Business Alliances, Cloud Security, Customer Service, Leadership, Partner Management, Sales Process, Sales Operations, Managed Services, Channel Partners, Professional Services, Networking, Vulnerability Management, Negotiation, Selling
Education
Texas A&M University-Commerce 1997 — 2001
Finance
St. Joseph's College
VCE, B.A.
Series 7 and 66 Licenses
BeyondTrust November 2014 - Present
NetIQ February 2012 - July 2014
Blue Coat Systems March 2011 - February 2012
Lumenate 2008 - 2011
TrustWave 2006 - 2007
McAfee 2002 - 2006
Morgan Stanley 2000 - 2002
RBC Dain Rauscher 2000 - 2000
Skills
HIPAA, Sarbanes-Oxley, PCI DSS, NERC, DIACAP, Strategic Planning, Solution Selling, Contract Negotiation, Business Modeling, DLP, SEIM, Information Security..., SaaS, Endpoint Security, Network Security, Identity Management, Access Control, Encryption, Virtualization, Cloud Computing, Disaster Recovery, Workflow Management, Workload Automation, Performance Management, NetIQ AppManager, Data Migration, FIM, Change Management, Long-term Customer..., IPS, Information Security, Security, Business Development, Enterprise Software, Account Management, Computer Security, Business Alliances, Cloud Security, Customer Service, Leadership, Partner Management, Sales Process, Sales Operations, Managed Services, Channel Partners, Professional Services, Networking, Vulnerability Management, Negotiation, Selling
Education
Texas A&M University-Commerce 1997 — 2001
Finance
St. Joseph's College
VCE, B.A.
Series 7 and 66 Licenses
Cristina (Ingles) Hurley's Morgan Stanley Experience May 2007 - November 2014
Job
Industry Financial Services
Experience
Barrow, Hanley, Mewhinney & Strauss December 2014 - Present
Morgan Stanley May 2007 - November 2014
Merrill Lynch August 2006 - March 2007
TD Ameritrade August 2003 - August 2006
Education
Texas Christian University
Bachelor's Degree
UC Berkeley
Certificate awarded with distinction in August of 2013, Project Management, Post Baccalaureate
Barrow, Hanley, Mewhinney & Strauss December 2014 - Present
Morgan Stanley May 2007 - November 2014
Merrill Lynch August 2006 - March 2007
TD Ameritrade August 2003 - August 2006
Education
Texas Christian University
Bachelor's Degree
UC Berkeley
Certificate awarded with distinction in August of 2013, Project Management, Post Baccalaureate
Travis Lancaster, M.S. Finance Travis Lancaster, M.S. Finance's Morgan Stanley Experience November 2012 - January 2014
Job Financial Advisor and Analyst
Industry Financial Services
Experience
Morgan Stanley November 2012 - January 2014
Gulf Marine Fabricators, Inc. January 2012 - October 2012
Lancaster Consulting July 2007 - August 2009
Merrill Lynch 2006 - 2007
UBS Wealth Management 2005 - 2006
Dell 2004 - 2005
Skills
Financial Analysis, Financial Modeling, Financial Services, Marketing Strategy, Marketing, Sales Management, Project Management, Account Management, Brand Development, Customer Service, Equities, Economics, Financial Risk, Accounting, Public Speaking, Portfolio Management, Series 7, Series 66, Financial Management..., Leadership, Negotiation
Education
University of Houston-Clear Lake 2009 — 2011
Master of Science (MS), Finance
Texas A&M University-Corpus Christi
Bachelor of Business Administration (BBA), Finance
Texas A&M University-Corpus Christi
Bachelor of Business Administration (B.B.A.), Management Information Systems - Business Analyst
Morgan Stanley November 2012 - January 2014
Gulf Marine Fabricators, Inc. January 2012 - October 2012
Lancaster Consulting July 2007 - August 2009
Merrill Lynch 2006 - 2007
UBS Wealth Management 2005 - 2006
Dell 2004 - 2005
Skills
Financial Analysis, Financial Modeling, Financial Services, Marketing Strategy, Marketing, Sales Management, Project Management, Account Management, Brand Development, Customer Service, Equities, Economics, Financial Risk, Accounting, Public Speaking, Portfolio Management, Series 7, Series 66, Financial Management..., Leadership, Negotiation
Education
University of Houston-Clear Lake 2009 — 2011
Master of Science (MS), Finance
Texas A&M University-Corpus Christi
Bachelor of Business Administration (BBA), Finance
Texas A&M University-Corpus Christi
Bachelor of Business Administration (B.B.A.), Management Information Systems - Business Analyst
Andy Tice Andy Tice's Morgan Stanley Experience January 2002 - December 2004
Job Trader
Industry Financial Services
Experience
Self-employed April 2010 - Present
Morgan Stanley January 2002 - December 2004
The Gordon Co Houson January 1983 - September 1996
Procter & Gamble September 1973 - January 1980
Skills
Equities, Trading, Portfolio Management, Investments, Financial Markets, Options, Financial Modeling, Series 7, Financial Analysis
Education
Texas A&M University 1964 — 1968
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services, 2.65 GPA in 3 pt system
Aransas Co. High 1960 — 1964
Self-employed April 2010 - Present
Morgan Stanley January 2002 - December 2004
The Gordon Co Houson January 1983 - September 1996
Procter & Gamble September 1973 - January 1980
Skills
Equities, Trading, Portfolio Management, Investments, Financial Markets, Options, Financial Modeling, Series 7, Financial Analysis
Education
Texas A&M University 1964 — 1968
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services, 2.65 GPA in 3 pt system
Aransas Co. High 1960 — 1964
Ram Sarma Ram Sarma's Morgan Stanley Experience December 2006 - May 2013
Job Applications Architecture Leader at GE Capital Treasury
Industry Financial Services
Experience
GE Treasury June 2013 - Present
Morgan Stanley December 2006 - May 2013
Dynisyst Inc October 2004 - October 2006
Netage Systems March 2000 - September 2004
Phaedra Software Solutions September 1997 - February 2000
Skills
Fixed Income, Business Analysis, Product Development, SQL, SDLC, Data Modeling, Data Mining, Sales Analytics, J2EE, J2EE Architecture, QlikView, Java Enterprise Edition, Business Analytics, Vendor Management, Six Sigma, Equities, Financial Services, Capital Markets
Education
Texas A&M University 1995 — 1997
M.Eng., Engineering
GE Treasury June 2013 - Present
Morgan Stanley December 2006 - May 2013
Dynisyst Inc October 2004 - October 2006
Netage Systems March 2000 - September 2004
Phaedra Software Solutions September 1997 - February 2000
Skills
Fixed Income, Business Analysis, Product Development, SQL, SDLC, Data Modeling, Data Mining, Sales Analytics, J2EE, J2EE Architecture, QlikView, Java Enterprise Edition, Business Analytics, Vendor Management, Six Sigma, Equities, Financial Services, Capital Markets
Education
Texas A&M University 1995 — 1997
M.Eng., Engineering
Kwame Anokye Kwame Anokye's Morgan Stanley Experience February 2013 - Present
Job Risk and Compliance at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2013 - Present
Spielman Koenigsberg & Parker July 2011 - December 2012
FX Trading April 2009 - July 2011
Mitchell & Titus, LLP April 2006 - April 2009
Highbridge Capital Management October 2005 - April 2006
PNC February 2005 - September 2005
Skills
Investments, Alternative Investments, Financial Analysis, Financial Risk, Accounting, Financial Services, Financial Modeling, Microsoft Excel, Internal Controls, Financial Accounting, Microsoft Office
Education
Temple University 2000 — 2004
Bachelor's Degree, Accounting
Morgan Stanley February 2013 - Present
Spielman Koenigsberg & Parker July 2011 - December 2012
FX Trading April 2009 - July 2011
Mitchell & Titus, LLP April 2006 - April 2009
Highbridge Capital Management October 2005 - April 2006
PNC February 2005 - September 2005
Skills
Investments, Alternative Investments, Financial Analysis, Financial Risk, Accounting, Financial Services, Financial Modeling, Microsoft Excel, Internal Controls, Financial Accounting, Microsoft Office
Education
Temple University 2000 — 2004
Bachelor's Degree, Accounting
Paul Anthony M.Fin. Paul Anthony M.Fin.'s Morgan Stanley Experience May 2007 - August 2007
Job Law Firm Business Development (Digital: SEO, Content, & Social Media) | Responsive Website Design | LinkedIn Training
Industry Marketing and Advertising
Experience
Ag Conexus December 2010 - Present
Alliance Equals November 2010 - Present
A= September 2001 - October 2010
MORGAN STANLEY May 2007 - August 2007
Digital Distributions February 1998 - July 2002
Skills
Online Lead Generation, Inbound Lead Generation, Lead Generation, Business Development, Social Media, Research, Forecasting, Analytics, Website Development, Search Enging..., Start-ups, WordPress, Local Marketing, LinkedIn, Email Marketing, Email Newsletter Design, Startup Marketing, Google+, Responsive Website..., Illustrator, Teaching, Coaching, Online Marketing, Web Design, Strategic Planning, Business Planning, Business Strategy, Digital Media, Small Business, Entrepreneurship, Finance, Online Advertising, Social Networking, Social Media Marketing, Web Development, SEO, Marketing, Leadership, YouTube, Marketing Strategy, Strategy, Web Marketing, Facebook, Blogging, Market Research, Content Marketing, Facebook Marketing, PPC, Creative Direction, Online Journalism
Education
Temple University - Fox School of Business and Management 2008 — 2009
Master of Science, Finance
Temple University - Fox School of Business and Management
Bachelor, Business Administration; Finance
Ag Conexus December 2010 - Present
Alliance Equals November 2010 - Present
A= September 2001 - October 2010
MORGAN STANLEY May 2007 - August 2007
Digital Distributions February 1998 - July 2002
Skills
Online Lead Generation, Inbound Lead Generation, Lead Generation, Business Development, Social Media, Research, Forecasting, Analytics, Website Development, Search Enging..., Start-ups, WordPress, Local Marketing, LinkedIn, Email Marketing, Email Newsletter Design, Startup Marketing, Google+, Responsive Website..., Illustrator, Teaching, Coaching, Online Marketing, Web Design, Strategic Planning, Business Planning, Business Strategy, Digital Media, Small Business, Entrepreneurship, Finance, Online Advertising, Social Networking, Social Media Marketing, Web Development, SEO, Marketing, Leadership, YouTube, Marketing Strategy, Strategy, Web Marketing, Facebook, Blogging, Market Research, Content Marketing, Facebook Marketing, PPC, Creative Direction, Online Journalism
Education
Temple University - Fox School of Business and Management 2008 — 2009
Master of Science, Finance
Temple University - Fox School of Business and Management
Bachelor, Business Administration; Finance
Allison Lindemann Allison Lindemann's Morgan Stanley Experience March 2005 - December 2007
Job Portfolio Manager at TD
Industry Banking
Experience
TD April 2015 - Present
TD September 2012 - April 2015
Citibank February 2010 - September 2012
Citibank December 2007 - February 2010
Morgan Stanley March 2005 - December 2007
Israel Discount Bank October 2004 - March 2005
Bank Leumi USA July 2000 - June 2002
Skills
Banking, Payments, Financial Services, Retail Banking, Financial Risk, Business Development, Private Banking, Cash Management, Process Improvement, Operational Risk..., Analysis, Requirements Analysis, Business Analysis, Relationship Management, Portfolio Management, Strategy, Credit Cards, Finance, Management, Debit Cards, Financial Analysis
Education
Temple University - Fox School of Business and Management 2002 — 2003
IMBA, International Business
University of Florida 1996 — 2000
BSBA, International Economics
TD April 2015 - Present
TD September 2012 - April 2015
Citibank February 2010 - September 2012
Citibank December 2007 - February 2010
Morgan Stanley March 2005 - December 2007
Israel Discount Bank October 2004 - March 2005
Bank Leumi USA July 2000 - June 2002
Skills
Banking, Payments, Financial Services, Retail Banking, Financial Risk, Business Development, Private Banking, Cash Management, Process Improvement, Operational Risk..., Analysis, Requirements Analysis, Business Analysis, Relationship Management, Portfolio Management, Strategy, Credit Cards, Finance, Management, Debit Cards, Financial Analysis
Education
Temple University - Fox School of Business and Management 2002 — 2003
IMBA, International Business
University of Florida 1996 — 2000
BSBA, International Economics
Victoria Baston Victoria Baston's Morgan Stanley Experience November 2009 - April 2011
Job Program & Project Management Sr. Analyst at Accenture Interactive
Industry Management Consulting
Experience
Accenture Interactive March 2015 - Present
Source One Management Services January 2014 - March 2015
Source One Management Services April 2011 - January 2014
Morgan Stanley November 2009 - April 2011
Salaman Law Offices September 2008 - September 2009
Willis of New York June 2008 - August 2008
Skills
Auditing, Financial Analysis, Budgets, Microsoft Office, Accounting, Project Management, PowerPoint, Strategic Planning, Finance, Internal Audit, Tax, Office Management, Accounts Receivable, File Management, Expense Management, Marketing, Program Management, Risk Management, Process Improvement, Customer Service, Microsoft Excel, CRM, Management, Vendor Management, Leadership
Education
Temple University - Fox School of Business and Management 2005 — 2009
BBA, Risk Management and Insurance
Accenture Interactive March 2015 - Present
Source One Management Services January 2014 - March 2015
Source One Management Services April 2011 - January 2014
Morgan Stanley November 2009 - April 2011
Salaman Law Offices September 2008 - September 2009
Willis of New York June 2008 - August 2008
Skills
Auditing, Financial Analysis, Budgets, Microsoft Office, Accounting, Project Management, PowerPoint, Strategic Planning, Finance, Internal Audit, Tax, Office Management, Accounts Receivable, File Management, Expense Management, Marketing, Program Management, Risk Management, Process Improvement, Customer Service, Microsoft Excel, CRM, Management, Vendor Management, Leadership
Education
Temple University - Fox School of Business and Management 2005 — 2009
BBA, Risk Management and Insurance
Deidra Green Deidra Green's Morgan Stanley Experience August 2014 - Present
Job Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2014 - Present
Chloe + Isabel Inc. February 2014 - Present
PHH Arval November 2013 - August 2014
TEKsystems April 2013 - November 2013
Morgan Stanley October 2012 - April 2013
Morgan Stanley March 2011 - October 2012
Morgan Stanley October 2010 - March 2011
Elizabeth Arden Red Door Spa October 2009 - October 2010
Skills
Training, Sales, Outlook, PowerPoint, Microsoft Word, Leadership, Project Management, Retail, Networking, Makeup Artistry, Broadcast, Radio, Marketing, Microsoft Excel, Corporate Events, Volunteering, Waxing, Goal Oriented, Fashion, Social Media Marketing, Event Planning
Education
Walden University 2011 — 2013
M.B.A
Temple University 2004 — 2008
Bachelor of Arts (B.A.), Broadcasting, Telecommunications and Mass Media
Morgan Stanley August 2014 - Present
Chloe + Isabel Inc. February 2014 - Present
PHH Arval November 2013 - August 2014
TEKsystems April 2013 - November 2013
Morgan Stanley October 2012 - April 2013
Morgan Stanley March 2011 - October 2012
Morgan Stanley October 2010 - March 2011
Elizabeth Arden Red Door Spa October 2009 - October 2010
Skills
Training, Sales, Outlook, PowerPoint, Microsoft Word, Leadership, Project Management, Retail, Networking, Makeup Artistry, Broadcast, Radio, Marketing, Microsoft Excel, Corporate Events, Volunteering, Waxing, Goal Oriented, Fashion, Social Media Marketing, Event Planning
Education
Walden University 2011 — 2013
M.B.A
Temple University 2004 — 2008
Bachelor of Arts (B.A.), Broadcasting, Telecommunications and Mass Media
Elizabeth Jenswold Elizabeth Jenswold's Morgan Stanley Experience 2001 - 2007
Job Head of Human Resources DFW, Executive Director HR Chase Consumer Bank and Chase Wealth Management
Industry Human Resources
Experience
JPMorgan Chase June 2012 - Present
Jenswold International, LLC (Human Resources Consulting) March 2007 - June 2012
Amrop Executive Search March 2008 - March 2009
Discover Financial Services (Was a division of Morgan Stanley) January 2001 - January 2007
Morgan Stanley 2001 - 2007
Mary Kay 1993 - 1999
Skills
Executive Recruiting, Organizational..., Talent Management, Talent Acquisition, Executive Search, HR Consulting, Human Resources, Negotiation, Leadership, Coaching, Deferred Compensation, Employee Engagement, Employee Relations, Leadership Development, Management, Onboarding, Organizational Design, Personnel Management, Recruiting, Sales Operations, Team Building, Mergers
Education
Lucky Mandarin 2007 — 2010
Mandarin Chinese, Language Studies
Texas Christian University 1985 — 1989
Bachelor of Science, Communications and Human Relations
JPMorgan Chase June 2012 - Present
Jenswold International, LLC (Human Resources Consulting) March 2007 - June 2012
Amrop Executive Search March 2008 - March 2009
Discover Financial Services (Was a division of Morgan Stanley) January 2001 - January 2007
Morgan Stanley 2001 - 2007
Mary Kay 1993 - 1999
Skills
Executive Recruiting, Organizational..., Talent Management, Talent Acquisition, Executive Search, HR Consulting, Human Resources, Negotiation, Leadership, Coaching, Deferred Compensation, Employee Engagement, Employee Relations, Leadership Development, Management, Onboarding, Organizational Design, Personnel Management, Recruiting, Sales Operations, Team Building, Mergers
Education
Lucky Mandarin 2007 — 2010
Mandarin Chinese, Language Studies
Texas Christian University 1985 — 1989
Bachelor of Science, Communications and Human Relations
Kevin Flanery's Morgan Stanley Experience 1986 - 1990
Job Director Client Development at BancFirst Trust and Investment Management
Industry Investment Management
Experience
BancFirst Trust and Investment Management 2005 - Present
Bank of America Private Bank 2002 - 2004
Century Advisors 1990 - 2002
Morgan Stanley 1986 - 1990
Education
University of Oklahoma 1983 — 1985
BBA Finance
Texas Christian University 1981 — 1983
BancFirst Trust and Investment Management 2005 - Present
Bank of America Private Bank 2002 - 2004
Century Advisors 1990 - 2002
Morgan Stanley 1986 - 1990
Education
University of Oklahoma 1983 — 1985
BBA Finance
Texas Christian University 1981 — 1983
Jeffrey Alt, CFA, CAIA Jeffrey Alt, CFA, CAIA's Morgan Stanley Experience 1994 - 2006
Job Head of North American Sales at Prudential Fixed Income Management
Industry Investment Management
Experience
Prudential Fixed Income Management January 2013 - Present
Prudential Fixed Income Management March 2009 - Present
Prudential Fixed Income Management March 2008 - March 2009
Prudential Fixed Income Management March 2006 - March 2008
Morgan Stanley Investment Management 1994 - 2006
Morgan Stanley 1994 - 2006
FundPlan Services 1992 - 1994
Skills
Hedge Funds, Fixed Income, Institutional Sales, Alternative Investments, Product Management, Portable Alpha, Team Management, Fund Of Funds, Mutual Funds, Investments, Private Equity, Pension Funds
Education
Temple University - Fox School of Business and Management 1997 — 1999
MBA, Finance
University of Michigan - Stephen M. Ross School of Business 1987 — 1991
BBA, Finance
Prudential Fixed Income Management January 2013 - Present
Prudential Fixed Income Management March 2009 - Present
Prudential Fixed Income Management March 2008 - March 2009
Prudential Fixed Income Management March 2006 - March 2008
Morgan Stanley Investment Management 1994 - 2006
Morgan Stanley 1994 - 2006
FundPlan Services 1992 - 1994
Skills
Hedge Funds, Fixed Income, Institutional Sales, Alternative Investments, Product Management, Portable Alpha, Team Management, Fund Of Funds, Mutual Funds, Investments, Private Equity, Pension Funds
Education
Temple University - Fox School of Business and Management 1997 — 1999
MBA, Finance
University of Michigan - Stephen M. Ross School of Business 1987 — 1991
BBA, Finance
Jason Jaynes, CFP® Jason Jaynes, CFP®'s Morgan Stanley Experience June 2008 - October 2011
Job Vice President, Wealth Management Advisor with The Wilshire Group at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2011 - Present
Morgan Stanley June 2008 - October 2011
Citi September 2006 - March 2008
Skills
Wealth Management, Series 7, Series 66, Estate Planning, Retirement Planning, Credit, Mortgage Banking, Insurance, Asset Management, Finance, Mergers, Portfolio Management, Sales, Strategic Financial..., Uniform Combined State..., Financial Analysis, Investments, Leadership, Loans, Management
Education
Texas A&M University 1994 — 1999
Bachelor of Science
Merrill Lynch October 2011 - Present
Morgan Stanley June 2008 - October 2011
Citi September 2006 - March 2008
Skills
Wealth Management, Series 7, Series 66, Estate Planning, Retirement Planning, Credit, Mortgage Banking, Insurance, Asset Management, Finance, Mergers, Portfolio Management, Sales, Strategic Financial..., Uniform Combined State..., Financial Analysis, Investments, Leadership, Loans, Management
Education
Texas A&M University 1994 — 1999
Bachelor of Science
Monica (Conerly) Beauregard Monica (Conerly) Beauregard's Morgan Stanley Experience April 2011 - February 2013
Job National Recruiting Manager Branch Network at Citi
Industry Financial Services
Experience
Citi November 2014 - Present
Citi June 2013 - November 2014
Morgan Stanley April 2011 - February 2013
Deutsche Bank 2010 - 2011
Barclays Capital July 2009 - July 2010
JPMorganChase 2007 - 2009
Alliance Consulting 2004 - 2006
Skills
Equities, Investment Banking, Fixed Income, Recruiting, Human Resources, Talent Acquisition, Onboarding, Financial Services, Talent Management
Education
Texas A&M University 1999 — 2003
BS, Economics & Finance
Citi November 2014 - Present
Citi June 2013 - November 2014
Morgan Stanley April 2011 - February 2013
Deutsche Bank 2010 - 2011
Barclays Capital July 2009 - July 2010
JPMorganChase 2007 - 2009
Alliance Consulting 2004 - 2006
Skills
Equities, Investment Banking, Fixed Income, Recruiting, Human Resources, Talent Acquisition, Onboarding, Financial Services, Talent Management
Education
Texas A&M University 1999 — 2003
BS, Economics & Finance
Arlina Garcia-Bravo Arlina Garcia-Bravo's Morgan Stanley Experience July 2004 - August 2006
Job Accounting Manager, Inventory at Tricon Energy, Ltd.
Industry International Trade and Development
Experience
Tricon Energy, Ltd. April 2014 - Present
Ernst & Young July 2008 - March 2014
Morgan Stanley July 2004 - August 2006
Van Kampen Investments May 2003 - July 2004
Skills
Financial Analysis, Valuation, Corporate Finance, Accounting, Tax, Financial Modeling, Management Consulting, Investments, Financial Reporting, Business Valuation, Due Diligence, Analysis, Restructuring
Education
The University of Texas at Austin - The Red McCombs School of Business 2006 — 2008
Master of Business Administration, Finance
Texas A&M University 1999 — 2003
Bachelor of Business Administration, Finance
Tricon Energy, Ltd. April 2014 - Present
Ernst & Young July 2008 - March 2014
Morgan Stanley July 2004 - August 2006
Van Kampen Investments May 2003 - July 2004
Skills
Financial Analysis, Valuation, Corporate Finance, Accounting, Tax, Financial Modeling, Management Consulting, Investments, Financial Reporting, Business Valuation, Due Diligence, Analysis, Restructuring
Education
The University of Texas at Austin - The Red McCombs School of Business 2006 — 2008
Master of Business Administration, Finance
Texas A&M University 1999 — 2003
Bachelor of Business Administration, Finance
Ryan Balsam Ryan Balsam's Morgan Stanley Experience August 2005 - May 2012
Job
Industry Computer Software
Experience
Deutsche Bank January 2014 - Present
Deutsche Bank November 2012 - January 2014
Deutsche Bank June 2012 - November 2012
Morgan Stanley Smith Barney June 2009 - May 2012
Morgan Stanley August 2005 - May 2012
BMG Columbia House March 2004 - August 2005
BMG Columbia House May 2003 - March 2004
BMG Columbia House October 2002 - May 2003
ChipData Inc. December 2000 - August 2002
ChipData Inc. May 2000 - December 2000
Skills
Performance Testing, Performance Tuning, Capacity Planning, Vendor Management, Performance Analysis, DevOps, Test Automation, Performance Engineering, Capacity Management, Performance Metrics, Analysis, IT Strategy, Performance Measurement, Performance Management, Software Development, Databases, ITIL, SDLC, Performance Improvement, Software Documentation, Quality Assurance, Application Architecture, SOA, Testing, Web Services, Business Analysis, Capacity Utilization, Capacity Analysis, Capacity Modeling, Performance Enhancement, Offshore Management, Software Deployment, Configuration Management
Education
Texas A&M University
Bachelors Business Administration, Information & Operations Management
Deutsche Bank January 2014 - Present
Deutsche Bank November 2012 - January 2014
Deutsche Bank June 2012 - November 2012
Morgan Stanley Smith Barney June 2009 - May 2012
Morgan Stanley August 2005 - May 2012
BMG Columbia House March 2004 - August 2005
BMG Columbia House May 2003 - March 2004
BMG Columbia House October 2002 - May 2003
ChipData Inc. December 2000 - August 2002
ChipData Inc. May 2000 - December 2000
Skills
Performance Testing, Performance Tuning, Capacity Planning, Vendor Management, Performance Analysis, DevOps, Test Automation, Performance Engineering, Capacity Management, Performance Metrics, Analysis, IT Strategy, Performance Measurement, Performance Management, Software Development, Databases, ITIL, SDLC, Performance Improvement, Software Documentation, Quality Assurance, Application Architecture, SOA, Testing, Web Services, Business Analysis, Capacity Utilization, Capacity Analysis, Capacity Modeling, Performance Enhancement, Offshore Management, Software Deployment, Configuration Management
Education
Texas A&M University
Bachelors Business Administration, Information & Operations Management
Jeff Burrows Jeff Burrows's Morgan Stanley Experience July 2000 - April 2001
Job Director of Recruiting / Hiring Manager at Q Investments
Industry Investment Management
Experience
Q Investments July 2011 - Present
Gateway Church October 2011 - Present
Q Aviation May 2005 - July 2011
Q Investments January 2004 - May 2005
Barbnet Investment Co April 2001 - November 2003
Morgan Stanley July 2000 - April 2001
Education
Texas A&M University 1996 — 2000
BS, Finance
Q Investments July 2011 - Present
Gateway Church October 2011 - Present
Q Aviation May 2005 - July 2011
Q Investments January 2004 - May 2005
Barbnet Investment Co April 2001 - November 2003
Morgan Stanley July 2000 - April 2001
Education
Texas A&M University 1996 — 2000
BS, Finance
Philip Dollar's Morgan Stanley Experience June 2009 - August 2009
Job Equity Research Associate at Jefferies
Industry Financial Services
Experience
Jefferies December 2014 - Present
FTI Consulting July 2012 - November 2014
Merrill Lynch June 2011 - August 2011
Ned Davis Research, Inc. June 2010 - August 2010
Morgan Stanley June 2009 - August 2009
Education
Texas A&M University 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Jefferies December 2014 - Present
FTI Consulting July 2012 - November 2014
Merrill Lynch June 2011 - August 2011
Ned Davis Research, Inc. June 2010 - August 2010
Morgan Stanley June 2009 - August 2009
Education
Texas A&M University 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Jimmy Phelan's Morgan Stanley Experience February 2013 - February 2013
Job TCU Student
Industry Financial Services
Experience
TCU Admissions December 2014 - Present
The Fresh Market June 2013 - May 2015
Morgan Stanley February 2013 - February 2013
Richmond Flying Squirrels February 2012 - February 2012
Skills
Public Speaking, Leadership, Diversity Education, Microsoft Office, Microsoft Excel, PowerPoint, Athletic Coaching
Education
Texas Christian University 2014 — 2018
Finance
The Steward School 2010 — 2014
TCU Admissions December 2014 - Present
The Fresh Market June 2013 - May 2015
Morgan Stanley February 2013 - February 2013
Richmond Flying Squirrels February 2012 - February 2012
Skills
Public Speaking, Leadership, Diversity Education, Microsoft Office, Microsoft Excel, PowerPoint, Athletic Coaching
Education
Texas Christian University 2014 — 2018
Finance
The Steward School 2010 — 2014
Robert Durham Robert Durham's Morgan Stanley Experience 2006 - 2009
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2011 - Present
Citizens Investment Services 2009 - 2011
Morgan Stanley 2006 - 2009
Wachovia Securities 1999 - 2006
Education
SWTSU 1977 — 1979
Bachelor of Business Administration (BBA), Finance
Texas A&M University 1973 — 1976
Bachelor of Science (BS), Biology
Ameriprise Financial Services, Inc. October 2011 - Present
Citizens Investment Services 2009 - 2011
Morgan Stanley 2006 - 2009
Wachovia Securities 1999 - 2006
Education
SWTSU 1977 — 1979
Bachelor of Business Administration (BBA), Finance
Texas A&M University 1973 — 1976
Bachelor of Science (BS), Biology
Sriharikiran Nama Sriharikiran Nama's Morgan Stanley Experience October 2009 - January 2012
Job Application Developer at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase April 2013 - Present
JPMorgan Chase July 2012 - March 2013
Farmers Insurance January 2012 - July 2012
Morgan Stanley October 2009 - January 2012
JTN Technologies June 2006 - July 2007
Skills
Informatica, Data Warehousing, RDBMS, Unix Shell Scripting, Salesforce.com, Tomcat, Business Objects, DB2, oracle, PL/SQL, Teradata Data Warehouse, Control M, Hadoop, Business Intelligence, ETL, Dimensional Modeling, Performance Tuning, Oracle, Erwin, Data Modeling, Data Warehouse..., Data Integration, OLAP, SSIS, Sybase, Master Data Management, SQL Tuning, Teradata
Education
Texas A&M University-Commerce 2007 — 2008
Master's degree, Computer Science
JNTU University 2002 — 2006
Bachelor's degree, Electrical, Electronics and Communications Engineering
JPMorgan Chase April 2013 - Present
JPMorgan Chase July 2012 - March 2013
Farmers Insurance January 2012 - July 2012
Morgan Stanley October 2009 - January 2012
JTN Technologies June 2006 - July 2007
Skills
Informatica, Data Warehousing, RDBMS, Unix Shell Scripting, Salesforce.com, Tomcat, Business Objects, DB2, oracle, PL/SQL, Teradata Data Warehouse, Control M, Hadoop, Business Intelligence, ETL, Dimensional Modeling, Performance Tuning, Oracle, Erwin, Data Modeling, Data Warehouse..., Data Integration, OLAP, SSIS, Sybase, Master Data Management, SQL Tuning, Teradata
Education
Texas A&M University-Commerce 2007 — 2008
Master's degree, Computer Science
JNTU University 2002 — 2006
Bachelor's degree, Electrical, Electronics and Communications Engineering
Angelyn Russell Angelyn Russell's Morgan Stanley Experience August 1988 - February 2011
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors February 2011 - Present
Morgan Stanley August 1988 - February 2011
Skills
Retirement Planning, Risk Management, Investments, Insurance, Estate Planning, Finance, High Net Worth..., Mutual Funds, Charities, Due Diligence, Aligning Portfolio..., Portfolio Analysis,..., Ongoing Due Diligence, Tax Advantage Investing, Alternative..., Education Planning and..., Retirement Plans, Charitable Gifting, Insurance, including..., Estate Investment..., Portfolio Construction
Education
Texas A&M University 1980 — 1984
Bachelor of Business Administration, Finance
Cooper High School 1978 — 1980
Wells Fargo Advisors February 2011 - Present
Morgan Stanley August 1988 - February 2011
Skills
Retirement Planning, Risk Management, Investments, Insurance, Estate Planning, Finance, High Net Worth..., Mutual Funds, Charities, Due Diligence, Aligning Portfolio..., Portfolio Analysis,..., Ongoing Due Diligence, Tax Advantage Investing, Alternative..., Education Planning and..., Retirement Plans, Charitable Gifting, Insurance, including..., Estate Investment..., Portfolio Construction
Education
Texas A&M University 1980 — 1984
Bachelor of Business Administration, Finance
Cooper High School 1978 — 1980
Jeffrey Winston's Morgan Stanley Experience April 1993 - August 1999
Job Real Estate Professionl servicing Central New Jersey and referring Nationwide
Industry Real Estate
Experience
Davis Realtors November 2012 - Present
Kaplan Test Prep and Admissions June 2011 - July 2012
Kaplan University January 2009 - August 2011
Ameriprise Financial January 2007 - January 2008
Noso Inc December 2004 - November 2006
Merrill Lynch April 2002 - January 2005
Prudential Securities August 1999 - April 2002
Morgan Stanley April 1993 - August 1999
Skills
Business Development, Marketing Strategy, Management, Marketing, Training, Sales, Leadership, Leadership Development, Adult Education, Public Speaking, Staff Development, Higher Education, Coaching, Customer Service, Salesforce.com, Recruiting, Selling, Team Building, Strategic Planning, Microsoft Office, Sales Management, Business Planning, Strategy
Education
The College of New Jersey 1982 — 1985
BA, Liberal Arts - Communication
Temple University - Fox School of Business and Management 1980 — 1982
Communication and Media Studies
East Brunswick High School 1977 — 1980
Davis Realtors November 2012 - Present
Kaplan Test Prep and Admissions June 2011 - July 2012
Kaplan University January 2009 - August 2011
Ameriprise Financial January 2007 - January 2008
Noso Inc December 2004 - November 2006
Merrill Lynch April 2002 - January 2005
Prudential Securities August 1999 - April 2002
Morgan Stanley April 1993 - August 1999
Skills
Business Development, Marketing Strategy, Management, Marketing, Training, Sales, Leadership, Leadership Development, Adult Education, Public Speaking, Staff Development, Higher Education, Coaching, Customer Service, Salesforce.com, Recruiting, Selling, Team Building, Strategic Planning, Microsoft Office, Sales Management, Business Planning, Strategy
Education
The College of New Jersey 1982 — 1985
BA, Liberal Arts - Communication
Temple University - Fox School of Business and Management 1980 — 1982
Communication and Media Studies
East Brunswick High School 1977 — 1980
Charles C. Anderson Charles C. Anderson's Morgan Stanley Experience July 1998 - June 2000
Job Regional Sales Director at Victory Capital
Industry Financial Services
Experience
Victory Capital January 2015 - Present
Highland Capital Management, Highland Funds (acquired GE Asset Management funds 2011) November 2010 - December 2014
GE Asset Management January 2008 - May 2010
Victory Capital Management November 2006 - September 2007
Placemark Investments March 2004 - November 2006
Harris Bretall Sullivan & Smith June 2000 - January 2004
Morgan Stanley July 1998 - June 2000
Skills
Series 7, Series 63, Series 65, Equities, Strategy, Fixed Income, Mutual Funds, Investment Strategies, Management, ETFs, Hedge Funds, Securities Market, Asset Allocation, Portfolio Management, Asset Management, Separately Managed..., Equity Research, Public Speaking, Sales, Alternative Investments, Financial Services, Finance, Investments, Securities, Investment Management, Wealth Management, Investment Advisory, Uniform Combined State..., FINRA, Retirement Planning, Fixed Annuities, 401k, Bonds, Retirement, Strategic Financial..., Series 24, Series 6, Trading, Bloomberg, Capital Markets, Financial Markets, Institutional Sales, Relationship Management, Private Equity, Wealth Management..., Credit, Variable Annuities, Investor Relations, Fund Of Funds, Financial Planning
Education
Texas Christian University
BBA, Marketing
FINRA Securities License
Series 7, 63, 65
Center for Fiduciary Studies 2006 — 2006
AIF®, Accredited Investment Fiduciary
Fairfield College Preparatory School
High School Diploma
Victory Capital January 2015 - Present
Highland Capital Management, Highland Funds (acquired GE Asset Management funds 2011) November 2010 - December 2014
GE Asset Management January 2008 - May 2010
Victory Capital Management November 2006 - September 2007
Placemark Investments March 2004 - November 2006
Harris Bretall Sullivan & Smith June 2000 - January 2004
Morgan Stanley July 1998 - June 2000
Skills
Series 7, Series 63, Series 65, Equities, Strategy, Fixed Income, Mutual Funds, Investment Strategies, Management, ETFs, Hedge Funds, Securities Market, Asset Allocation, Portfolio Management, Asset Management, Separately Managed..., Equity Research, Public Speaking, Sales, Alternative Investments, Financial Services, Finance, Investments, Securities, Investment Management, Wealth Management, Investment Advisory, Uniform Combined State..., FINRA, Retirement Planning, Fixed Annuities, 401k, Bonds, Retirement, Strategic Financial..., Series 24, Series 6, Trading, Bloomberg, Capital Markets, Financial Markets, Institutional Sales, Relationship Management, Private Equity, Wealth Management..., Credit, Variable Annuities, Investor Relations, Fund Of Funds, Financial Planning
Education
Texas Christian University
BBA, Marketing
FINRA Securities License
Series 7, 63, 65
Center for Fiduciary Studies 2006 — 2006
AIF®, Accredited Investment Fiduciary
Fairfield College Preparatory School
High School Diploma
Jeffrey Sonshine Jeffrey Sonshine's Morgan Stanley Experience February 2000 - June 2001
Job Private Investor
Industry Financial Services
Experience
Private Investor and Consultant May 2015 - Present
TD Ameritrade November 2011 - Present
TD Ameritrade August 2010 - November 2011
Charles Schwab April 2010 - August 2010
Charles Schwab December 2008 - August 2009
Charles Schwab Institutional July 2007 - January 2009
Smith Barney (Legg Mason) June 2001 - June 2007
Morgan Stanley February 2000 - June 2001
Morgan Stanley November 1991 - February 2000
Dean Witter January 1990 - November 1991
Skills
Strategic Financial..., Investments, Asset Allocation, Financial Advisory, Financial Analysis, Series 7, Business Planning, Portfolio Management, Asset Managment, Alternative Investments, Finance, Equities, Securities, Fixed Income, Investment Advisory
Education
Texas A&M University 1982 — 1983
MBA, Finance
Wayne State University
B.S, Finance
Private Investor and Consultant May 2015 - Present
TD Ameritrade November 2011 - Present
TD Ameritrade August 2010 - November 2011
Charles Schwab April 2010 - August 2010
Charles Schwab December 2008 - August 2009
Charles Schwab Institutional July 2007 - January 2009
Smith Barney (Legg Mason) June 2001 - June 2007
Morgan Stanley February 2000 - June 2001
Morgan Stanley November 1991 - February 2000
Dean Witter January 1990 - November 1991
Skills
Strategic Financial..., Investments, Asset Allocation, Financial Advisory, Financial Analysis, Series 7, Business Planning, Portfolio Management, Asset Managment, Alternative Investments, Finance, Equities, Securities, Fixed Income, Investment Advisory
Education
Texas A&M University 1982 — 1983
MBA, Finance
Wayne State University
B.S, Finance
Deborah Flynn Deborah Flynn's Morgan Stanley Experience 1989 - 1999
Job Administrative Assistant at Cooper Outdoor Advertising Inc
Industry Marketing and Advertising
Experience
Cooper Outdoor Advertising Inc September 2014 - Present
State Bank of Townsend March 2003 - December 2013
Morgan Stanley 1989 - 1999
Skills
Strategic Planning, Customer Service, Public Speaking, Social Media, Event Management, Microsoft Office, Event Planning, Microsoft Excel, Marketing
Education
Texas A&M University-Corpus Christi 1985 — 1986
MBA Candidate
The University of Texas at Austin 1978 — 1982
BS, Communications, Advertising
Cooper Outdoor Advertising Inc September 2014 - Present
State Bank of Townsend March 2003 - December 2013
Morgan Stanley 1989 - 1999
Skills
Strategic Planning, Customer Service, Public Speaking, Social Media, Event Management, Microsoft Office, Event Planning, Microsoft Excel, Marketing
Education
Texas A&M University-Corpus Christi 1985 — 1986
MBA Candidate
The University of Texas at Austin 1978 — 1982
BS, Communications, Advertising
Deepak Bidari Deepak Bidari's Morgan Stanley Experience 2004 - 2006
Job Financial Services Advisory
Industry Management Consulting
Experience
Anchura 2014 - Present
Ernst & Young 2012 - 2014
Pulsar Business Solutions 2011 - 2012
Credit Suisse 2006 - 2011
Morgan Stanley 2004 - 2006
Skills
Financial Services, Management Consulting, Business Transformation, Capital Markets, Financial Reporting, Treasury Services, Dodd-Frank, CCAR, Volcker, Recovery and Resolution, Living Will, Equities, Fixed Income, Liquidity Risk, Enterprise Architecture, Current State Assessment, Strategic Roadmaps, Business Analytics, Business Analysis, Business Intelligence, Strategy, Consulting, Finance Transformation, Data Strategies, Data Governance, Derivatives, Supplier Risk Management
Education
Texas A&M University 2001 — 2003
MS, MIS
Anchura 2014 - Present
Ernst & Young 2012 - 2014
Pulsar Business Solutions 2011 - 2012
Credit Suisse 2006 - 2011
Morgan Stanley 2004 - 2006
Skills
Financial Services, Management Consulting, Business Transformation, Capital Markets, Financial Reporting, Treasury Services, Dodd-Frank, CCAR, Volcker, Recovery and Resolution, Living Will, Equities, Fixed Income, Liquidity Risk, Enterprise Architecture, Current State Assessment, Strategic Roadmaps, Business Analytics, Business Analysis, Business Intelligence, Strategy, Consulting, Finance Transformation, Data Strategies, Data Governance, Derivatives, Supplier Risk Management
Education
Texas A&M University 2001 — 2003
MS, MIS
Niki Davis Niki Davis's Morgan Stanley Experience April 2007 - November 2009
Job Realtor
Industry Real Estate
Experience
Keller Williams Realty July 2013 - Present
Better Homes and Gardens Real Estate Gary Greene June 2012 - July 2013
Century 21 March 2012 - June 2012
Morgan Stanley April 2007 - November 2009
UBS November 2008 - May 2009
Skills
Real Estate, Real Estate Financing, FHA, Investments, First Time Home Buyers, Corporate Relocation, Listing Homes, Existing Home Sales, Sellers, Relocation, Real Estate Transactions, Investors, Investment Properties, Foreclosures
Education
University of North Texas 1995 — 2003
BS
Texas A&M University 1997 — 2001
Keller Williams Realty July 2013 - Present
Better Homes and Gardens Real Estate Gary Greene June 2012 - July 2013
Century 21 March 2012 - June 2012
Morgan Stanley April 2007 - November 2009
UBS November 2008 - May 2009
Skills
Real Estate, Real Estate Financing, FHA, Investments, First Time Home Buyers, Corporate Relocation, Listing Homes, Existing Home Sales, Sellers, Relocation, Real Estate Transactions, Investors, Investment Properties, Foreclosures
Education
University of North Texas 1995 — 2003
BS
Texas A&M University 1997 — 2001
Will Snead Will Snead's Morgan Stanley Experience January 2006 - December 2008
Job Managed Futures, Broker, Risk Consultant
Industry Financial Services
Experience
Tru Trading Co September 2012 - Present
Burnett Commodities December 2008 - June 2012
Morgan Stanley January 2006 - December 2008
Merrill Lynch May 2004 - January 2006
Skills
Valuation, Investments, Risk Management, Managed Money, CTA, Futures Trading, Series 3, futures spread trader, systems trading, agricultural risk..., Energy Risk Management, FX Options, Trading, FINRA, Financial Risk, Hedge Funds, Technical Analysis, Managed Futures, Financial Analysis, Financial Markets, Capital Markets, Portfolio Management, Proprietary Trading, FX trading, Financial Modeling, Options, Electronic Trading, Derivatives, Equities, Commodity Markets, Wealth, Bloomberg, Corporate Finance, Trading Systems, Series 7, Trading Strategies, Hedging, Investment Banking, Asset Management, Strategic Financial..., Private Equity, Alternative Investments, Fixed Income
Education
Texas A&M University 2002 — 2006
Bachelor's degree, Accounting and Finance
Tru Trading Co September 2012 - Present
Burnett Commodities December 2008 - June 2012
Morgan Stanley January 2006 - December 2008
Merrill Lynch May 2004 - January 2006
Skills
Valuation, Investments, Risk Management, Managed Money, CTA, Futures Trading, Series 3, futures spread trader, systems trading, agricultural risk..., Energy Risk Management, FX Options, Trading, FINRA, Financial Risk, Hedge Funds, Technical Analysis, Managed Futures, Financial Analysis, Financial Markets, Capital Markets, Portfolio Management, Proprietary Trading, FX trading, Financial Modeling, Options, Electronic Trading, Derivatives, Equities, Commodity Markets, Wealth, Bloomberg, Corporate Finance, Trading Systems, Series 7, Trading Strategies, Hedging, Investment Banking, Asset Management, Strategic Financial..., Private Equity, Alternative Investments, Fixed Income
Education
Texas A&M University 2002 — 2006
Bachelor's degree, Accounting and Finance
Thomas E. Seger, CFP® Thomas E. Seger, CFP®'s Morgan Stanley Experience September 2001 - January 2004
Job Financial Advisor at Raymond James & Associates
Industry Financial Services
Experience
Raymond James & Associates February 2004 - Present
Morgan Stanley September 2001 - January 2004
Education
Bishop Egan High School
Temple University - Fox School of Business and Management
Raymond James & Associates February 2004 - Present
Morgan Stanley September 2001 - January 2004
Education
Bishop Egan High School
Temple University - Fox School of Business and Management
Daniel Henscheid, CPA Daniel Henscheid, CPA's Morgan Stanley Experience January 2010 - August 2011
Job at
Industry Financial Services
Experience
HMI Capital LLC August 2015 - Present
HMI Capital LLC August 2013 - Present
HMI Capital LLC August 2011 - Present
Morgan Stanley January 2010 - August 2011
Merrill Lynch June 2009 - December 2009
Merrill Lynch June 2008 - 2008
Ernst & Young 2007 - 2008
Skills
Commodity, Financial Modeling, Valuation, Bloomberg, Fixed Income, Financial Analysis, Corporate Finance, Hedge Funds, Equities, Investment Banking, Private Equity, Alternative Investments
Education
Texas A&M University 2008 — 2009
MS, Finance
Texas A&M University 2004 — 2008
BBA, Accounting
HMI Capital LLC August 2015 - Present
HMI Capital LLC August 2013 - Present
HMI Capital LLC August 2011 - Present
Morgan Stanley January 2010 - August 2011
Merrill Lynch June 2009 - December 2009
Merrill Lynch June 2008 - 2008
Ernst & Young 2007 - 2008
Skills
Commodity, Financial Modeling, Valuation, Bloomberg, Fixed Income, Financial Analysis, Corporate Finance, Hedge Funds, Equities, Investment Banking, Private Equity, Alternative Investments
Education
Texas A&M University 2008 — 2009
MS, Finance
Texas A&M University 2004 — 2008
BBA, Accounting
Kshitij (TJ) Mahindra's Morgan Stanley Experience May 2013 - Present
Job Business Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2013 - Present
The Vanguard Group October 2011 - September 2012
The Lane Construction Corporation September 2010 - April 2011
Temple University 2009 - 2011
Acorn Systems May 2010 - October 2010
Potstickers Asian Grill May 2006 - March 2009
America Bar & Grill January 2005 - February 2006
Skills
Financial Modeling, Financial Analysis, Valuation, Acorn Enterprise..., Enterprise Valuation, MS Office Suite, Industry Analysis, Competitive Analysis, Competitive Intelligence, Strategic Planning, Business Strategy, Strategic Analysis, Analysis, Corporate Finance, Finance, Strategic Financial..., Leadership
Education
Temple University - Fox School of Business and Management 2009 — 2011
MBA, Corporate Finance
University of Delaware 2002 — 2005
Bachelor of Science, Business and Hotel Restaurant and Institutional Management
The Air Force School, Subroto Park, New Delhi 1985 — 1998
Science, High School
Morgan Stanley May 2013 - Present
The Vanguard Group October 2011 - September 2012
The Lane Construction Corporation September 2010 - April 2011
Temple University 2009 - 2011
Acorn Systems May 2010 - October 2010
Potstickers Asian Grill May 2006 - March 2009
America Bar & Grill January 2005 - February 2006
Skills
Financial Modeling, Financial Analysis, Valuation, Acorn Enterprise..., Enterprise Valuation, MS Office Suite, Industry Analysis, Competitive Analysis, Competitive Intelligence, Strategic Planning, Business Strategy, Strategic Analysis, Analysis, Corporate Finance, Finance, Strategic Financial..., Leadership
Education
Temple University - Fox School of Business and Management 2009 — 2011
MBA, Corporate Finance
University of Delaware 2002 — 2005
Bachelor of Science, Business and Hotel Restaurant and Institutional Management
The Air Force School, Subroto Park, New Delhi 1985 — 1998
Science, High School
Tim Trae Tindall, MBA Tim Trae Tindall, MBA's Morgan Stanley Experience 1997 - 1998
Job Senior Loan Officer at AmCap Mortgage
Industry Real Estate
Experience
AmCap Mortgage, LTD 2015 - Present
3T Funding 2011 - Present
Commerce Bank 2009 - 2011
ARGUS Software 1999 - 2007
Realm Business Solutions 1999 - 2007
Morgan Stanley 1997 - 1998
Skills
Oil & Gas Finance, Accounts Receivable..., Construction Lending, Purchase Order Finance, Refinancings, Bridge Loans, Hard Money Lending, Commercial Finance, Mergers & Acquisitions, Leadership, Finance, Management, Negotiation, SaaS, Investments, Portfolio Management, Sales Process, Training, Team Building, Strategic Planning, Public Speaking, Analysis, Commercial Real Estate, Enterprise Software, Executive Management, Loans, Budgets, Private Equity, Selling, Strategy, Valuation, Team Leadership, Business Development, Commercial Lending, New Business Development, Financial Services, Credit, Marketing, Start-ups, Factoring, Entrepreneurship, Mergers, Contract Negotiation, Business Strategy, Business Planning, Equity Capital Markets, Financial Analysis, Insurance, Sales Management, Residential Mortgages
Education
University of Phoenix - John Sperling School of Business 2009 — 2010
MBA, Master of Business Administration
Texas A&M University - Mays Business School 1994 — 1996
BBA, Marketing & Management
AmCap Mortgage, LTD 2015 - Present
3T Funding 2011 - Present
Commerce Bank 2009 - 2011
ARGUS Software 1999 - 2007
Realm Business Solutions 1999 - 2007
Morgan Stanley 1997 - 1998
Skills
Oil & Gas Finance, Accounts Receivable..., Construction Lending, Purchase Order Finance, Refinancings, Bridge Loans, Hard Money Lending, Commercial Finance, Mergers & Acquisitions, Leadership, Finance, Management, Negotiation, SaaS, Investments, Portfolio Management, Sales Process, Training, Team Building, Strategic Planning, Public Speaking, Analysis, Commercial Real Estate, Enterprise Software, Executive Management, Loans, Budgets, Private Equity, Selling, Strategy, Valuation, Team Leadership, Business Development, Commercial Lending, New Business Development, Financial Services, Credit, Marketing, Start-ups, Factoring, Entrepreneurship, Mergers, Contract Negotiation, Business Strategy, Business Planning, Equity Capital Markets, Financial Analysis, Insurance, Sales Management, Residential Mortgages
Education
University of Phoenix - John Sperling School of Business 2009 — 2010
MBA, Master of Business Administration
Texas A&M University - Mays Business School 1994 — 1996
BBA, Marketing & Management
Anthony Mamas Anthony Mamas's Morgan Stanley Experience August 2013 - January 2015
Job Vice President, Senior Manager Compliance Corporate Office TD
Industry Financial Services
Experience
TD January 2015 - Present
Morgan Stanley August 2013 - January 2015
Offit Kurman, P.A. January 2013 - April 2013
Hamilton Lane May 2005 - September 2012
American Expresss Financial Advisers (now Ameriprise) September 2002 - May 2005
American Express Financial Advisors (now Ameriprise) April 2000 - September 2002
Law Offices of Styliades & Mamas November 1992 - December 1997
Skills
Compliance Testing, Compliance Policies and..., Investment Advisors Act..., Registered Investment..., Securities Regulation, Securities and Exchange..., Private Equity, Broker-Dealer, Form ADV, Anti Money Laundering, Dodd-Frank, Global Custody, Risk Assessment, Financial Regulation, Regulatory Requirements, Risk Management, Mitigation Strategies, Legal Compliance, Rule 206(4)-7, Separately Managed..., Code of Ethics, Compliance Manual, Annual Review, Training, FINRA, ERISA, Legal Experience, Team Facilitation, Management, Team Leadership, Financial Advisory, Marketing Strategy, Practice Management, Increased Profitability, Increase Productivity, Investment Management
Education
Temple University - James E. Beasley School of Law 1989 — 1992
Doctor of Law (J.D.)
Temple University - Fox School of Business and Management 1984 — 1989
Bachelor of Business Administration (BBA)
TD January 2015 - Present
Morgan Stanley August 2013 - January 2015
Offit Kurman, P.A. January 2013 - April 2013
Hamilton Lane May 2005 - September 2012
American Expresss Financial Advisers (now Ameriprise) September 2002 - May 2005
American Express Financial Advisors (now Ameriprise) April 2000 - September 2002
Law Offices of Styliades & Mamas November 1992 - December 1997
Skills
Compliance Testing, Compliance Policies and..., Investment Advisors Act..., Registered Investment..., Securities Regulation, Securities and Exchange..., Private Equity, Broker-Dealer, Form ADV, Anti Money Laundering, Dodd-Frank, Global Custody, Risk Assessment, Financial Regulation, Regulatory Requirements, Risk Management, Mitigation Strategies, Legal Compliance, Rule 206(4)-7, Separately Managed..., Code of Ethics, Compliance Manual, Annual Review, Training, FINRA, ERISA, Legal Experience, Team Facilitation, Management, Team Leadership, Financial Advisory, Marketing Strategy, Practice Management, Increased Profitability, Increase Productivity, Investment Management
Education
Temple University - James E. Beasley School of Law 1989 — 1992
Doctor of Law (J.D.)
Temple University - Fox School of Business and Management 1984 — 1989
Bachelor of Business Administration (BBA)
Mitchell Currie Mitchell Currie's Morgan Stanley Experience August 2015 - Present
Job Investment Banking Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
Rice University August 2013 - Present
Huddleston & Co. September 2012 - July 2013
Patriot Bank June 2010 - August 2012
Skills
Financial Analysis, Financial Modeling, Finance, Valuation, Microsoft Excel, Corporate Finance, Portfolio Management, Investments, Microsoft Office, PowerPoint, Risk Management, Financial Reporting, Credit Risk
Education
Texas A&M University - Mays Business School 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Kinkaid
Kinkaid
Morgan Stanley August 2015 - Present
Rice University August 2013 - Present
Huddleston & Co. September 2012 - July 2013
Patriot Bank June 2010 - August 2012
Skills
Financial Analysis, Financial Modeling, Finance, Valuation, Microsoft Excel, Corporate Finance, Portfolio Management, Investments, Microsoft Office, PowerPoint, Risk Management, Financial Reporting, Credit Risk
Education
Texas A&M University - Mays Business School 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Kinkaid
Kinkaid
Bryan Schorn Bryan Schorn's Morgan Stanley Experience March 1998 - March 2006
Job Vice President at Jefferies Investment Advisers
Industry Investment Management
Experience
Jefferies Investment Advisers October 2011 - Present
Radium Fund Advisors March 2006 - August 2011
Morgan Stanley March 1998 - March 2006
Risk Analytics February 1995 - February 1998
Skills
Core Java, C++, C#, Perl, PHP, T-SQL, Bash, Web Development, jQuery, jQuery UI, PhoneGap, FIX, QuickFIX, Electronic Trading..., Linux, Front-end Coding, Back-end Programming, Business Analysis, Equities, Hedge Funds
Education
Texas Christian University 1992 — 1994
Master of Business Administration (M.B.A.), Finance, General
University of Oklahoma 1988 — 1992
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
Jefferies Investment Advisers October 2011 - Present
Radium Fund Advisors March 2006 - August 2011
Morgan Stanley March 1998 - March 2006
Risk Analytics February 1995 - February 1998
Skills
Core Java, C++, C#, Perl, PHP, T-SQL, Bash, Web Development, jQuery, jQuery UI, PhoneGap, FIX, QuickFIX, Electronic Trading..., Linux, Front-end Coding, Back-end Programming, Business Analysis, Equities, Hedge Funds
Education
Texas Christian University 1992 — 1994
Master of Business Administration (M.B.A.), Finance, General
University of Oklahoma 1988 — 1992
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
Brian Hilberth Brian Hilberth's Morgan Stanley Experience May 2007 - February 2008
Job Regional Correspondent Manager Central at CMG Financial
Industry Financial Services
Experience
MetLife Bank, N.A. March 2011 - March 2012
Federal Home Loan Bank of Dallas October 2008 - February 2011
Morgan Stanley May 2007 - February 2008
GMAC ResCap April 2001 - May 2007
Guaranty Bank April 1998 - April 2001
Bank One 1992 - 1998
Skills
Credit Analysis, Personnel Management, Institutional Sales, Mortgage Lending, Loans, Securities, Financial Services, Fixed Income, Restructuring, Credit, Credit Risk, Mortgage Banking, Banking, Residential Mortgages, Risk Management, FHA, Capital Markets, Commercial Banking, Finance, Mergers & Acquisitions, Refinance, Loan Origination
Education
Texas A&M University
BBA, Accounting
Texas A&M University
BBA, Finance
MetLife Bank, N.A. March 2011 - March 2012
Federal Home Loan Bank of Dallas October 2008 - February 2011
Morgan Stanley May 2007 - February 2008
GMAC ResCap April 2001 - May 2007
Guaranty Bank April 1998 - April 2001
Bank One 1992 - 1998
Skills
Credit Analysis, Personnel Management, Institutional Sales, Mortgage Lending, Loans, Securities, Financial Services, Fixed Income, Restructuring, Credit, Credit Risk, Mortgage Banking, Banking, Residential Mortgages, Risk Management, FHA, Capital Markets, Commercial Banking, Finance, Mergers & Acquisitions, Refinance, Loan Origination
Education
Texas A&M University
BBA, Accounting
Texas A&M University
BBA, Finance
Benjamin Duggan Benjamin Duggan's Morgan Stanley Experience June 2006 - August 2006
Job Specialist zSolutions Optimization at BMC Software
Industry Information Technology and Services
Experience
BMC Software April 2015 - Present
BMC Software October 2012 - Present
Idera Software February 2012 - October 2012
Equifax May 2008 - January 2012
Morgan Stanley June 2006 - August 2006
Skills
Salesforce.com, Account Management, Cold Calling, Solution Selling, Sales Management, Direct Sales, Sales Process, New Business Development, Sales, Contract Negotiation, Enterprise Software, Business Development, Negotiation, SaaS, Lead Generation, Marketing, CRM, Forecasting, Marketing Strategy, Sales Operations, Goldmine, Team Building, Selling
Education
Texas A&M University 2003 — 2008
BA, Economics, 3.87 GPA
St. Thomas High School 1999 — 2003
BMC Software April 2015 - Present
BMC Software October 2012 - Present
Idera Software February 2012 - October 2012
Equifax May 2008 - January 2012
Morgan Stanley June 2006 - August 2006
Skills
Salesforce.com, Account Management, Cold Calling, Solution Selling, Sales Management, Direct Sales, Sales Process, New Business Development, Sales, Contract Negotiation, Enterprise Software, Business Development, Negotiation, SaaS, Lead Generation, Marketing, CRM, Forecasting, Marketing Strategy, Sales Operations, Goldmine, Team Building, Selling
Education
Texas A&M University 2003 — 2008
BA, Economics, 3.87 GPA
St. Thomas High School 1999 — 2003
David Fishel, MBA David Fishel, MBA's Morgan Stanley Experience June 2008 - August 2008
Job Business Insurance Specialist at Higginbotham
Industry Insurance
Experience
Higginbotham January 2014 - Present
Talon Insurance Agency, Ltd August 2013 - January 2014
Teach for America July 2010 - June 2012
Morgan Stanley June 2008 - August 2008
Skills
Property & Casualty..., Commercial Insurance, Customer Service, Sales, Analysis, Public Speaking, Fundraising, Leadership, Time Management, Strategic Planning, Nonprofits, Management, Sales Management, Social Media, Risk Management, Account Management, Insurance, Life Insurance, Social Media Marketing, Finance
Education
University of Oregon - Charles H. Lundquist College of Business 2012 — 2013
Master of Business Administration (MBA)
University of Colorado Denver 2010 — 2012
Masters, Curriculum and Instruction
Texas Christian University 2006 — 2010
Bachelor of Business Administration (BBA), Marketing
Cherry Creek High School
Higginbotham January 2014 - Present
Talon Insurance Agency, Ltd August 2013 - January 2014
Teach for America July 2010 - June 2012
Morgan Stanley June 2008 - August 2008
Skills
Property & Casualty..., Commercial Insurance, Customer Service, Sales, Analysis, Public Speaking, Fundraising, Leadership, Time Management, Strategic Planning, Nonprofits, Management, Sales Management, Social Media, Risk Management, Account Management, Insurance, Life Insurance, Social Media Marketing, Finance
Education
University of Oregon - Charles H. Lundquist College of Business 2012 — 2013
Master of Business Administration (MBA)
University of Colorado Denver 2010 — 2012
Masters, Curriculum and Instruction
Texas Christian University 2006 — 2010
Bachelor of Business Administration (BBA), Marketing
Cherry Creek High School
Carmen Millet Carmen Millet's Morgan Stanley Experience January 1996 - November 1999
Job Director of Channel Marketing at Sunnova
Industry Utilities
Experience
Sunnova September 2015 - Present
Calpine May 2014 - August 2015
Direct Energy January 2014 - April 2014
Direct Energy July 2010 - December 2013
Direct Energy June 2007 - June 2010
Direct Energy January 2005 - June 2007
Reliant Energy August 2001 - January 2005
AIG December 1999 - August 2001
Morgan Stanley January 1996 - November 1999
Skills
Marketing Communications, Marketing, Email Marketing, Strategy, Project Management, Integrated Marketing, Marketing Management, Online Marketing, Leadership, Agile Project Management, Marketing Strategy, Management, Segmentation, Business Analysis, Digital Marketing, Sales, Strategic Planning, Budgets, Product Marketing, Pricing, Analysis, Change Management, Social Media, Product Development, Referrals, Program Development, Referral Development, Data Analysis, Online Advertising, Relationship Marketing, Blogging, Customer Satisfaction, Program Management, People Management
Education
Texas A&M University
Bachelor of Arts, Marketing
Sunnova September 2015 - Present
Calpine May 2014 - August 2015
Direct Energy January 2014 - April 2014
Direct Energy July 2010 - December 2013
Direct Energy June 2007 - June 2010
Direct Energy January 2005 - June 2007
Reliant Energy August 2001 - January 2005
AIG December 1999 - August 2001
Morgan Stanley January 1996 - November 1999
Skills
Marketing Communications, Marketing, Email Marketing, Strategy, Project Management, Integrated Marketing, Marketing Management, Online Marketing, Leadership, Agile Project Management, Marketing Strategy, Management, Segmentation, Business Analysis, Digital Marketing, Sales, Strategic Planning, Budgets, Product Marketing, Pricing, Analysis, Change Management, Social Media, Product Development, Referrals, Program Development, Referral Development, Data Analysis, Online Advertising, Relationship Marketing, Blogging, Customer Satisfaction, Program Management, People Management
Education
Texas A&M University
Bachelor of Arts, Marketing
Charles Murphy, CFA Charles Murphy, CFA's Morgan Stanley Experience August 2004 - June 2005
Job Portfolio Manager at Liberty Park Capital Management
Industry Financial Services
Experience
Liberty Park Capital Management November 2011 - Present
Sidoti & Company, LLC June 2005 - November 2011
Morgan Stanley August 2004 - June 2005
Education
Texas A&M University - Mays Business School 2000 — 2004
BBA, Finance
Liberty Park Capital Management November 2011 - Present
Sidoti & Company, LLC June 2005 - November 2011
Morgan Stanley August 2004 - June 2005
Education
Texas A&M University - Mays Business School 2000 — 2004
BBA, Finance
Daniel Tambolas Daniel Tambolas's Morgan Stanley Experience September 2004 - September 2005
Job Assistant Vice President at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank March 2014 - Present
Deutsche Bank June 2013 - February 2014
Deutsche Bank June 2010 - June 2013
Deutsche Bank January 2008 - June 2010
JPMorgan Chase & Co. July 2006 - January 2008
JEVS October 2003 - May 2006
Morgan Stanley September 2004 - September 2005
PSECU September 2002 - July 2003
Skills
Strategy, Settlement, Investment Banking, Fixed Income, Banking, Capital Markets, Bonds, Loans, Portfolio Management, Management, Credit, Trading, Hedge Funds, Financial Analysis, Finance
Education
Temple University - Fox School of Business and Management 2003 — 2006
BBA, Finance, 3.63
Deutsche Bank March 2014 - Present
Deutsche Bank June 2013 - February 2014
Deutsche Bank June 2010 - June 2013
Deutsche Bank January 2008 - June 2010
JPMorgan Chase & Co. July 2006 - January 2008
JEVS October 2003 - May 2006
Morgan Stanley September 2004 - September 2005
PSECU September 2002 - July 2003
Skills
Strategy, Settlement, Investment Banking, Fixed Income, Banking, Capital Markets, Bonds, Loans, Portfolio Management, Management, Credit, Trading, Hedge Funds, Financial Analysis, Finance
Education
Temple University - Fox School of Business and Management 2003 — 2006
BBA, Finance, 3.63
Sean Jiam's Morgan Stanley Experience 1995 - 1997
Job Director, Corporate Development & Strategy at NetApp
Industry Computer Software
Experience
NetApp September 2013 - Present
Cisco Systems, Inc. 2006 - 2013
Southland Investment 2003 - 2006
Boston Consulting Group 2001 - 2003
McKinsey & Co. 1999 - 2000
Morgan Stanley 1995 - 1997
Merrill Lynch 1994 - 1995
Skills
Corporate Development, Strategy Development, Business Strategy, Mergers, Strategic Planning, Telecommunications, Negotiation, Smart Grid, Acquisition Integration, Investments, Management Consulting, IT Strategy, Venture Capital, Product Management, Start-ups, Business Planning, Financial Modeling, Private Equity, New Business Development, Competitive Analysis, Due Diligence, Change Management, Corporate Finance, Valuation, Cross-functional Team..., Go-to-market Strategy, Market Analysis, Energy, International Business, Strategic Partnerships, Cloud Computing, Portfolio Management, Business Management, Financial Analysis, Enterprise Software, Entrepreneurship, P&L Management, Process Improvement, China Business..., Big Data, Analytics, Leadership, Executive Management, SaaS, Strategy, Business Development, Mergers & Acquisitions, E-commerce, Management, Consulting
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Finance and Entreprenuerial Management
Texas A&M University
B.S., Petroleum Engineering
University of Minnesota-Twin Cities
M.S., Computer Science
NetApp September 2013 - Present
Cisco Systems, Inc. 2006 - 2013
Southland Investment 2003 - 2006
Boston Consulting Group 2001 - 2003
McKinsey & Co. 1999 - 2000
Morgan Stanley 1995 - 1997
Merrill Lynch 1994 - 1995
Skills
Corporate Development, Strategy Development, Business Strategy, Mergers, Strategic Planning, Telecommunications, Negotiation, Smart Grid, Acquisition Integration, Investments, Management Consulting, IT Strategy, Venture Capital, Product Management, Start-ups, Business Planning, Financial Modeling, Private Equity, New Business Development, Competitive Analysis, Due Diligence, Change Management, Corporate Finance, Valuation, Cross-functional Team..., Go-to-market Strategy, Market Analysis, Energy, International Business, Strategic Partnerships, Cloud Computing, Portfolio Management, Business Management, Financial Analysis, Enterprise Software, Entrepreneurship, P&L Management, Process Improvement, China Business..., Big Data, Analytics, Leadership, Executive Management, SaaS, Strategy, Business Development, Mergers & Acquisitions, E-commerce, Management, Consulting
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Finance and Entreprenuerial Management
Texas A&M University
B.S., Petroleum Engineering
University of Minnesota-Twin Cities
M.S., Computer Science
Temitope Kayode-Ojo Temitope Kayode-Ojo's Morgan Stanley Experience June 2012 - October 2014
Job Passionate about Strategy & Digital Development in Retail & Luxury Industry | MBA Candidate at Texas A&M University
Industry Financial Services
Experience
PwC Nigeria December 2014 - June 2015
Morgan Stanley June 2012 - October 2014
Morgan Stanley June 2011 - August 2011
Accenture June 2010 - August 2010
Skills
Data Analysis, Microsoft Office, Financial Analysis, Microsoft Excel, PowerPoint, Research, Microsoft Word, Social Media, Public Speaking, Windows, Analysis, Economics, Team Building, Team Management, Cross-functional..., Mentoring, Project Management, Customer Relations
Education
Texas A&M University 2015 — 2017
Master of Business Administration (MBA)
University of Maryland Baltimore County 2008 — 2012
Bachelors, Economics
Faith Academy 2001 — 2007
PwC Nigeria December 2014 - June 2015
Morgan Stanley June 2012 - October 2014
Morgan Stanley June 2011 - August 2011
Accenture June 2010 - August 2010
Skills
Data Analysis, Microsoft Office, Financial Analysis, Microsoft Excel, PowerPoint, Research, Microsoft Word, Social Media, Public Speaking, Windows, Analysis, Economics, Team Building, Team Management, Cross-functional..., Mentoring, Project Management, Customer Relations
Education
Texas A&M University 2015 — 2017
Master of Business Administration (MBA)
University of Maryland Baltimore County 2008 — 2012
Bachelors, Economics
Faith Academy 2001 — 2007
Austin Birch Austin Birch's Morgan Stanley Experience June 2015 - August 2015
Job Student at Texas Christian University
Industry Information Technology and Services
Experience
Morgan Stanley June 2015 - August 2015
Rimrock Capital Management, LLC May 2014 - August 2014
Skills
Microsoft Excel, Microsoft Office, Gorilla, Public Speaking, Problem Solving, Sports Coaching, ASP.NET, Visual Basic, SQL, Visio, SharePoint, SAP, Bloomberg Terminal
Education
Texas Christian University 2013 — 2017
Bachelor of Business Administration (B.B.A.), Finance, General and Business Information Systems, Junior
Morgan Stanley June 2015 - August 2015
Rimrock Capital Management, LLC May 2014 - August 2014
Skills
Microsoft Excel, Microsoft Office, Gorilla, Public Speaking, Problem Solving, Sports Coaching, ASP.NET, Visual Basic, SQL, Visio, SharePoint, SAP, Bloomberg Terminal
Education
Texas Christian University 2013 — 2017
Bachelor of Business Administration (B.B.A.), Finance, General and Business Information Systems, Junior
Jaime McKenzie Jaime McKenzie's Morgan Stanley Experience July 1999 - February 2001
Job SENIOR DERIVATIVES ANALYST, Officer, Team Lead at Bank of America
Industry Investment Banking
Experience
Bank of America February 2013 - Present
LPL Financial 2015 - 2015
LPL Financial 2015 - 2015
LPL Financial 2015 - 2015
Wells Fargo June 2010 - November 2013
Wells Fargo Corporation / Wachovia Securities January 2012 - November 2012
Wachovia August 2007 - June 2009
Lehman Brothers June 2001 - May 2006
Morgan Stanley July 1999 - February 2001
Skills
FX Options, Trading, Banking, Account Reconciliation, Access, Settlement, Financial Risk, Fixed Income, Bloomberg, Currency, Equities, Options, Derivatives, Hedge Funds, Capital Markets, Foreign Exchange, Investments, Financial Modeling, Mutual Funds, Risk Management
Education
Temple University 1988 — 1993
Associate's degree, Economics and International Business Administration
XAVERIAN HIGH SCHOOL 1984 — 1988
HS DIPLOMA, GENERAL
St. Francis of Assisi 1976 — 1984
Bank of America February 2013 - Present
LPL Financial 2015 - 2015
LPL Financial 2015 - 2015
LPL Financial 2015 - 2015
Wells Fargo June 2010 - November 2013
Wells Fargo Corporation / Wachovia Securities January 2012 - November 2012
Wachovia August 2007 - June 2009
Lehman Brothers June 2001 - May 2006
Morgan Stanley July 1999 - February 2001
Skills
FX Options, Trading, Banking, Account Reconciliation, Access, Settlement, Financial Risk, Fixed Income, Bloomberg, Currency, Equities, Options, Derivatives, Hedge Funds, Capital Markets, Foreign Exchange, Investments, Financial Modeling, Mutual Funds, Risk Management
Education
Temple University 1988 — 1993
Associate's degree, Economics and International Business Administration
XAVERIAN HIGH SCHOOL 1984 — 1988
HS DIPLOMA, GENERAL
St. Francis of Assisi 1976 — 1984
John McCaffery John McCaffery's Morgan Stanley Experience September 1993 - February 2009
Job First Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James February 2009 - Present
Pennsylvania Rush/ Lenape Valley Soccer Club 2009 - Present
Morgan Stanley September 1993 - February 2009
US Army November 1982 - April 1989
Education
Temple University - Fox School of Business and Management 1989 — 1993
BBA, Finance
St. Modans High School, St. Ninians Scotland 1975 — 1981
Raymond James February 2009 - Present
Pennsylvania Rush/ Lenape Valley Soccer Club 2009 - Present
Morgan Stanley September 1993 - February 2009
US Army November 1982 - April 1989
Education
Temple University - Fox School of Business and Management 1989 — 1993
BBA, Finance
St. Modans High School, St. Ninians Scotland 1975 — 1981
Mike Borragine Mike Borragine's Morgan Stanley Experience May 2001 - August 2001
Job Senior Manager, Data Analytics at Vanguard
Industry Financial Services
Experience
Vanguard June 2012 - Present
The Vanguard Group July 2008 - June 2012
The Vanguard Group August 2003 - July 2008
The Vanguard Group August 2003 - July 2008
The Vanguard Group August 2003 - August 2005
CIGNA Healthcare May 2002 - August 2002
Morgan Stanley May 2001 - August 2001
Skills
Project Management, Leadership, Series 63, Mutual Funds, Investments, Series 6, Financial Analysis, Investment Strategies, Relationship Management, Wealth Management, Finance, CFA Level 3 Candidate
Education
Temple University - Fox School of Business and Management 1999 — 2003
Bachelor, Awarded magna cum laude, Business Honor’s Program
HS
Vanguard June 2012 - Present
The Vanguard Group July 2008 - June 2012
The Vanguard Group August 2003 - July 2008
The Vanguard Group August 2003 - July 2008
The Vanguard Group August 2003 - August 2005
CIGNA Healthcare May 2002 - August 2002
Morgan Stanley May 2001 - August 2001
Skills
Project Management, Leadership, Series 63, Mutual Funds, Investments, Series 6, Financial Analysis, Investment Strategies, Relationship Management, Wealth Management, Finance, CFA Level 3 Candidate
Education
Temple University - Fox School of Business and Management 1999 — 2003
Bachelor, Awarded magna cum laude, Business Honor’s Program
HS
Stephen Battaglia's Morgan Stanley Experience January 2015 - Present
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
SEI March 2014 - December 2014
SEI August 2012 - March 2014
eMoney Advisor May 2012 - August 2012
eMoney Advisor June 2009 - May 2012
Pannain Law Studio (Rome, Italy) January 2011 - March 2011
Target September 2007 - January 2010
Skills
Dreamweaver, Italian, Microsoft Office, Customer Relations, German, Customer Retention, Adobe Creative Suite, Customer Service, Photoshop, Data Entry, Google Apps, Google Analytics, Constant Contact, Microsoft Dynamics, CRM, Analysis, Time Management, Social Media, Microsoft Excel, Management, Sales, PowerPoint, Marketing, Access, Leadership, Microsoft Word
Education
Temple University - Fox School of Business and Management 2008 — 2012
B.S., International Business and Marketing
Temple University Rome '11 2011 — 2011
International Business and Marketing
Morgan Stanley January 2015 - Present
SEI March 2014 - December 2014
SEI August 2012 - March 2014
eMoney Advisor May 2012 - August 2012
eMoney Advisor June 2009 - May 2012
Pannain Law Studio (Rome, Italy) January 2011 - March 2011
Target September 2007 - January 2010
Skills
Dreamweaver, Italian, Microsoft Office, Customer Relations, German, Customer Retention, Adobe Creative Suite, Customer Service, Photoshop, Data Entry, Google Apps, Google Analytics, Constant Contact, Microsoft Dynamics, CRM, Analysis, Time Management, Social Media, Microsoft Excel, Management, Sales, PowerPoint, Marketing, Access, Leadership, Microsoft Word
Education
Temple University - Fox School of Business and Management 2008 — 2012
B.S., International Business and Marketing
Temple University Rome '11 2011 — 2011
International Business and Marketing
Erica Emmons's Morgan Stanley Experience August 2007 - January 2009
Job Sr. Client Manager at Cigna
Industry Insurance
Experience
Cigna November 2014 - Present
Gallagher Benefit Services November 2013 - October 2014
Foundation Strategies Inc. April 2012 - November 2013
AgriLogic Insurance Services, LLC October 2011 - April 2012
UBS January 2009 - October 2011
Morgan Stanley August 2007 - January 2009
Skills
Data Analysis, Microsoft Office, Planning, Investments, Portfolio Management, Series 7, Microsoft Excel, Asset Allocation, Analysis, Mutual Funds, Research, Customer Service, Insurance, Group Benefit Plans, Project Planning, Form 5500, Health Care Reform, Program Management, Life Insurance, Financial Modeling
Education
Texas A&M University
BBA, Finance, Cum Laude
Cigna November 2014 - Present
Gallagher Benefit Services November 2013 - October 2014
Foundation Strategies Inc. April 2012 - November 2013
AgriLogic Insurance Services, LLC October 2011 - April 2012
UBS January 2009 - October 2011
Morgan Stanley August 2007 - January 2009
Skills
Data Analysis, Microsoft Office, Planning, Investments, Portfolio Management, Series 7, Microsoft Excel, Asset Allocation, Analysis, Mutual Funds, Research, Customer Service, Insurance, Group Benefit Plans, Project Planning, Form 5500, Health Care Reform, Program Management, Life Insurance, Financial Modeling
Education
Texas A&M University
BBA, Finance, Cum Laude
Christopher Rasberry's Morgan Stanley Experience June 2004 - June 2006
Job Chief Operating Officer
Industry Financial Services
Experience
HFG Wealth Management, LLC January 2013 - Present
Management Consultant June 2012 - December 2012
Futures in Finance, Inc July 2011 - May 2012
Goldman Sachs & Co. May 2008 - July 2011
Morgan Stanley Japan Securities June 2006 - May 2008
Morgan Stanley June 2004 - June 2006
Robert Walters Associates (RWA.L) January 2001 - March 2004
Merrill Lynch Japan Securities, Inc. August 1999 - December 2000
United States Navy May 1993 - April 1997
Skills
Business Development, Strategy, Business Strategy, Change Management, Leadership, Management, Financial Analysis, Project Management, Talent Management, Talent Acquisition, Start-ups, Business Process..., Finance, Strategic Planning, Financial Modeling, Investment Management, Portfolio Management, Investments, Operations Management, PMP, New Business Development, Risk Management, Financial Services, Management Consulting, Operational Excellence, Japanese culture, Capital Markets, CRM, Department Budgeting, Valuation, Outsourcing, Analysis, Entrepreneurship, Recruiting, Business Process, Vendor Management, Operational Turnaround, Turnaround Experience, Talent Developer, Human Resources, Securities, Pricing Strategy, Strategic Financial..., Team Leadership, Executive Management, Process Improvement
Education
Temple University - Fox School of Business and Management 2006 — 2008
Master of Business Administration (M.B.A.), Finance, Strategy, Leadership
上智大学 (Sophia University) 1997 — 2000
Bachelor's degree, International Business & Economics
HFG Wealth Management, LLC January 2013 - Present
Management Consultant June 2012 - December 2012
Futures in Finance, Inc July 2011 - May 2012
Goldman Sachs & Co. May 2008 - July 2011
Morgan Stanley Japan Securities June 2006 - May 2008
Morgan Stanley June 2004 - June 2006
Robert Walters Associates (RWA.L) January 2001 - March 2004
Merrill Lynch Japan Securities, Inc. August 1999 - December 2000
United States Navy May 1993 - April 1997
Skills
Business Development, Strategy, Business Strategy, Change Management, Leadership, Management, Financial Analysis, Project Management, Talent Management, Talent Acquisition, Start-ups, Business Process..., Finance, Strategic Planning, Financial Modeling, Investment Management, Portfolio Management, Investments, Operations Management, PMP, New Business Development, Risk Management, Financial Services, Management Consulting, Operational Excellence, Japanese culture, Capital Markets, CRM, Department Budgeting, Valuation, Outsourcing, Analysis, Entrepreneurship, Recruiting, Business Process, Vendor Management, Operational Turnaround, Turnaround Experience, Talent Developer, Human Resources, Securities, Pricing Strategy, Strategic Financial..., Team Leadership, Executive Management, Process Improvement
Education
Temple University - Fox School of Business and Management 2006 — 2008
Master of Business Administration (M.B.A.), Finance, Strategy, Leadership
上智大学 (Sophia University) 1997 — 2000
Bachelor's degree, International Business & Economics
Carlzel Bostic Carlzel Bostic's Morgan Stanley Experience June 2012 - August 2012
Job Executive Committee Chief of Staff
Industry Staffing and Recruiting
Experience
CDI Corporation July 2015 - Present
Vanguard October 2014 - July 2015
Vanguard July 2013 - October 2014
Russell Conwell Center, Temple University October 2009 - May 2013
Morgan Stanley June 2012 - August 2012
Temple Towers December 2010 - August 2012
KPMG US June 2011 - August 2011
Nordstrom October 2010 - June 2011
Skills
Microsoft Office, Analysis, Customer Service, Strategy
Education
Temple University 2009 — 2013
Bachelor's Degree, Finance
Bok Tech
CDI Corporation July 2015 - Present
Vanguard October 2014 - July 2015
Vanguard July 2013 - October 2014
Russell Conwell Center, Temple University October 2009 - May 2013
Morgan Stanley June 2012 - August 2012
Temple Towers December 2010 - August 2012
KPMG US June 2011 - August 2011
Nordstrom October 2010 - June 2011
Skills
Microsoft Office, Analysis, Customer Service, Strategy
Education
Temple University 2009 — 2013
Bachelor's Degree, Finance
Bok Tech
Josiah Campbell Josiah Campbell's Morgan Stanley Experience April 2009 - March 2012
Job Vice President Mortgage Default Operations Readiness
Industry Banking
Experience
Citi August 2015 - Present
Citi March 2012 - Present
Morgan Stanley April 2009 - March 2012
JPMorgan Chase & Co. March 2008 - April 2009
Bear Stearns & Company June 2005 - March 2008
Nationwide Financial May 2004 - May 2005
First Investors Corporation January 2004 - May 2004
Skills
Financial Analysis, Capital Markets, Database Management, Reporting & Analysis, Mortgage Servicing, SQL Server, SSRS, SSIS, Tableau, DBArtisan, Series 6, Series 63, Property & Casualty..., Annuities, SOX, Sybase SQL Anywhere, UNIX Databases, Insurance Planning, Project Portfolio..., Business Analysis, Business Intelligence, Relationship Management, Data Analysis, SQL, Microsoft SQL Server, Process Improvement, Sarbanes-Oxley Act, Project Management, Finance, Loss Mitigation, Mortgage Banking
Education
Texas A&M University 2000 — 2003
Bachelor of Arts, International Studies
Citi August 2015 - Present
Citi March 2012 - Present
Morgan Stanley April 2009 - March 2012
JPMorgan Chase & Co. March 2008 - April 2009
Bear Stearns & Company June 2005 - March 2008
Nationwide Financial May 2004 - May 2005
First Investors Corporation January 2004 - May 2004
Skills
Financial Analysis, Capital Markets, Database Management, Reporting & Analysis, Mortgage Servicing, SQL Server, SSRS, SSIS, Tableau, DBArtisan, Series 6, Series 63, Property & Casualty..., Annuities, SOX, Sybase SQL Anywhere, UNIX Databases, Insurance Planning, Project Portfolio..., Business Analysis, Business Intelligence, Relationship Management, Data Analysis, SQL, Microsoft SQL Server, Process Improvement, Sarbanes-Oxley Act, Project Management, Finance, Loss Mitigation, Mortgage Banking
Education
Texas A&M University 2000 — 2003
Bachelor of Arts, International Studies
Scott Misiaszek Scott Misiaszek's Morgan Stanley Experience February 2003 - April 2004
Job Search Director, Paid Search at MediaCom
Industry Marketing and Advertising
Experience
MediaCom July 2015 - Present
Direct Agents January 2015 - Present
Direct Agents March 2012 - January 2015
Direct Agents June 2011 - March 2012
Yodle May 2010 - June 2011
Bank of America October 2008 - February 2010
Wells Fargo May 2005 - July 2008
Morgan Stanley February 2003 - April 2004
Potosi Web Software January 2002 - March 2003
Skills
SEM, SEO, Yahoo Search Marketing, Account Management, Competitive Analysis, B2B Marketing, PPC, Google Adwords, Budgeting, Google Analytics, Online Marketing, Web Analytics, MSN AdCenter, Social Media Marketing, Keyword Research, Digital Marketing, Landing Page..., Conversion Optimization, Social Media, Advertising, Marketing, CRM, Marketing Strategy, Market Research
Education
Temple University - Fox School of Business and Management 2000 — 2005
BBA, Marketing, Advertising
Minnechaug Regional High School 1996 — 2000
MediaCom July 2015 - Present
Direct Agents January 2015 - Present
Direct Agents March 2012 - January 2015
Direct Agents June 2011 - March 2012
Yodle May 2010 - June 2011
Bank of America October 2008 - February 2010
Wells Fargo May 2005 - July 2008
Morgan Stanley February 2003 - April 2004
Potosi Web Software January 2002 - March 2003
Skills
SEM, SEO, Yahoo Search Marketing, Account Management, Competitive Analysis, B2B Marketing, PPC, Google Adwords, Budgeting, Google Analytics, Online Marketing, Web Analytics, MSN AdCenter, Social Media Marketing, Keyword Research, Digital Marketing, Landing Page..., Conversion Optimization, Social Media, Advertising, Marketing, CRM, Marketing Strategy, Market Research
Education
Temple University - Fox School of Business and Management 2000 — 2005
BBA, Marketing, Advertising
Minnechaug Regional High School 1996 — 2000
Vickie Thom-Perez Vickie Thom-Perez's Morgan Stanley Experience October 1993 - March 2000
Job Licensed Realtor at RE/MAX
Industry Real Estate
Experience
RE/MAX Cinco Ranch September 2014 - Present
State Farm Insurance Agency October 1990 - September 2014
The Greensheet March 2007 - October 2008
AIG Travel March 2006 - March 2007
Invesco US March 2000 - October 2005
Morgan Stanley October 1993 - March 2000
Skills
Call Center..., Call center start-up, Call Center Development, Call Centers, Sales Management, Advertising Sales, Financial Services, Property & Casualty..., Health Insurance, Life Insurance, Real Estate License, Insurance, Marketing
Education
Texas A&M University 1990 — 1993
Bachelor’s Degree, Marketing/Marketing Management, General, 3.75
RE/MAX Cinco Ranch September 2014 - Present
State Farm Insurance Agency October 1990 - September 2014
The Greensheet March 2007 - October 2008
AIG Travel March 2006 - March 2007
Invesco US March 2000 - October 2005
Morgan Stanley October 1993 - March 2000
Skills
Call Center..., Call center start-up, Call Center Development, Call Centers, Sales Management, Advertising Sales, Financial Services, Property & Casualty..., Health Insurance, Life Insurance, Real Estate License, Insurance, Marketing
Education
Texas A&M University 1990 — 1993
Bachelor’s Degree, Marketing/Marketing Management, General, 3.75
Matt Balasavage Matt Balasavage's Morgan Stanley Experience April 2015 - Present
Job Financial Advisor
Industry Financial Services
Experience
Morgan Stanley April 2015 - Present
Susquehanna Bank 2013 - March 2015
Susquehanna Bank 2013 - 2013
Baltimore Ravens April 2012 - September 2012
Skills
Sports, Football, Mortgage Lending, Marketing, Residential Mortgages, Mortgage Banking, Coaching, Social Media Marketing, Sales, Public Speaking, First Time Home Buyers, Finance
Education
Temple University 2007 — 2011
Bachelor's degree, Communication, General
Lancaster Catholic High School 2003 — 2007
High School
Morgan Stanley April 2015 - Present
Susquehanna Bank 2013 - March 2015
Susquehanna Bank 2013 - 2013
Baltimore Ravens April 2012 - September 2012
Skills
Sports, Football, Mortgage Lending, Marketing, Residential Mortgages, Mortgage Banking, Coaching, Social Media Marketing, Sales, Public Speaking, First Time Home Buyers, Finance
Education
Temple University 2007 — 2011
Bachelor's degree, Communication, General
Lancaster Catholic High School 2003 — 2007
High School
Cade Olson's Morgan Stanley Experience January 2007 - May 2007
Job
Industry Management Consulting
Experience
Synygy June 2008 - February 2015
Morgan Stanley January 2007 - May 2007
Temple University Health System May 2005 - December 2006
RBC Dain Rauscher January 2002 - May 2002
Skills
Sales Compensation, Sales Performance, Project Management, Process Improvement, SaaS, Professional Mentoring, Agile Methodologies, Requirements Analysis, Business Intelligence, Business Analysis, Business Process, Business Process..., 360 Feedback, Strategy, CRM, Finance, Analytics, Data Analysis, Requirements Gathering, Salesforce.com, Agile & Waterfall..., Management, Consulting, Software Implementation
Education
Temple University - Fox School of Business and Management 2003 — 2008
Bachelor's Degree, Finance
ConVal Regional High School 1999 — 2003
High School
Synygy June 2008 - February 2015
Morgan Stanley January 2007 - May 2007
Temple University Health System May 2005 - December 2006
RBC Dain Rauscher January 2002 - May 2002
Skills
Sales Compensation, Sales Performance, Project Management, Process Improvement, SaaS, Professional Mentoring, Agile Methodologies, Requirements Analysis, Business Intelligence, Business Analysis, Business Process, Business Process..., 360 Feedback, Strategy, CRM, Finance, Analytics, Data Analysis, Requirements Gathering, Salesforce.com, Agile & Waterfall..., Management, Consulting, Software Implementation
Education
Temple University - Fox School of Business and Management 2003 — 2008
Bachelor's Degree, Finance
ConVal Regional High School 1999 — 2003
High School
Matthew Marcolina, ChFC Matthew Marcolina, ChFC's Morgan Stanley Experience January 1997 - 2005
Job Senior Director Investments at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. March 2015 - Present
Wells Fargo Advisors, LLC November 2005 - March 2015
Morgan Stanley January 1997 - 2005
Skills
Investments
Education
The American College 2002 — 2006
Chartered Financial Consultant, Financial Planning and Services
Temple University 1998 — 2000
2000, Political Science, Business
University of Pittsburgh 1995 — 1998
Oppenheimer & Co. Inc. March 2015 - Present
Wells Fargo Advisors, LLC November 2005 - March 2015
Morgan Stanley January 1997 - 2005
Skills
Investments
Education
The American College 2002 — 2006
Chartered Financial Consultant, Financial Planning and Services
Temple University 1998 — 2000
2000, Political Science, Business
University of Pittsburgh 1995 — 1998
James Pierce's Morgan Stanley Experience April 1999 - May 2005
Job Senior Writer at TIAACREF
Industry Marketing and Advertising
Experience
TIAA-CREF April 2011 - Present
Prudential Financial June 2009 - April 2011
KPMG LLP June 2007 - April 2009
Capital Group May 2005 - June 2007
Morgan Stanley April 1999 - May 2005
Prudential Securities Inc October 1997 - November 1998
Seligman Data Corporation April 1995 - October 1997
Skills
Copywriting, Creative Direction, Voice Over, Editorial, Word, PowerPoint, Thought Leadership, Industry Research, Video Scripts, Writing, Outlook, Microsoft Office, Advertising, White Papers, Marketing Materials, Brochures, Content Management, Content Development, Internal Communications, Corporate Communications, Editing, Marketing Communications, Newsletters, Technical Writing, Direct Marketing, Web Content, Social Media, Copy Editing, Email Marketing, Information Architecture, Marketing, Microsoft Word, Content Strategy, Integrated Marketing, Leadership, Video, Online Marketing, Speech Writing, Proofreading, Social Media Marketing, Financial Services, Digital Marketing
Education
Temple University
Bachelor of Arts
The College of William and Mary
English Literature (British and Commonwealth)
TIAA-CREF April 2011 - Present
Prudential Financial June 2009 - April 2011
KPMG LLP June 2007 - April 2009
Capital Group May 2005 - June 2007
Morgan Stanley April 1999 - May 2005
Prudential Securities Inc October 1997 - November 1998
Seligman Data Corporation April 1995 - October 1997
Skills
Copywriting, Creative Direction, Voice Over, Editorial, Word, PowerPoint, Thought Leadership, Industry Research, Video Scripts, Writing, Outlook, Microsoft Office, Advertising, White Papers, Marketing Materials, Brochures, Content Management, Content Development, Internal Communications, Corporate Communications, Editing, Marketing Communications, Newsletters, Technical Writing, Direct Marketing, Web Content, Social Media, Copy Editing, Email Marketing, Information Architecture, Marketing, Microsoft Word, Content Strategy, Integrated Marketing, Leadership, Video, Online Marketing, Speech Writing, Proofreading, Social Media Marketing, Financial Services, Digital Marketing
Education
Temple University
Bachelor of Arts
The College of William and Mary
English Literature (British and Commonwealth)
Jason Blevins's Morgan Stanley Experience June 2015 - Present
Job Wealth Management
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
First Tennessee Bank August 2013 - May 2015
Tennessee Democratic Party May 2012 - August 2012
Skills
Banking, Loans, Retail Banking, Credit, Consumer Lending, Cash Management, Finance, Cross Selling, Portfolio Management, Deposits, Relationship Management, Financial Analysis, Investments, Financial Services, Credit Cards, Branch Banking, Customer Service, Corporate Finance, IRAs, Cross-functional Team..., Leadership, Technical Support, PowerPoint, Microsoft Excel, Sales, Social Media
Education
Tennessee State University
Bachelor of Business Administration (B.B.A.), Economics and Finance
Morgan Stanley June 2015 - Present
First Tennessee Bank August 2013 - May 2015
Tennessee Democratic Party May 2012 - August 2012
Skills
Banking, Loans, Retail Banking, Credit, Consumer Lending, Cash Management, Finance, Cross Selling, Portfolio Management, Deposits, Relationship Management, Financial Analysis, Investments, Financial Services, Credit Cards, Branch Banking, Customer Service, Corporate Finance, IRAs, Cross-functional Team..., Leadership, Technical Support, PowerPoint, Microsoft Excel, Sales, Social Media
Education
Tennessee State University
Bachelor of Business Administration (B.B.A.), Economics and Finance
Caitlin Goodrich's Morgan Stanley Experience February 2007 - August 2007
Job Associate Attorney at Weber Gallagher Simpson Stapleton Fires & Newby LLP
Industry Law Practice
Experience
Weber Gallagher Simpson Stapleton Fires & Newby LLP April 2011 - Present
Kane Pugh Knoell Troy & Kramer, LLP March 2009 - April 2011
Morgan Stanley February 2007 - August 2007
Pennsylvanians for Modern Courts May 2006 - December 2006
Schonbrun DeSimone Seplow Harris & Hoffman 2004 - 2005
National Democratic Institute for International Affairs 2001 - 2002
Skills
Medical Malpractice, Health Law, Insurance, Courts, Professional Liability, Claim, Legal Malpractice, Civil Litigation, Litigation, Westlaw, Product Liability, Corporate Law, Torts, Appeals, Personal Injury..., Personal Injury, Arbitration, Criminal Defense, Legal Writing, Legal Assistance, Trial Practice, Trials, Administrative Law, Alternative Dispute..., Depositions, Commercial Litigation, Dispute Resolution, Class Actions, Family Law, Legal Issues, Litigation Support, Legal Research
Education
Temple University - James E. Beasley School of Law 2005 — 2008
JD
Temple University 2007 — 2007
Study Abroad, Japan Campus School of Law: J.D. Semester Abroad Program
The George Washington University 1998 — 2001
BA, International Relations, Chinese, Economics
University High School 1993 — 1998
Weber Gallagher Simpson Stapleton Fires & Newby LLP April 2011 - Present
Kane Pugh Knoell Troy & Kramer, LLP March 2009 - April 2011
Morgan Stanley February 2007 - August 2007
Pennsylvanians for Modern Courts May 2006 - December 2006
Schonbrun DeSimone Seplow Harris & Hoffman 2004 - 2005
National Democratic Institute for International Affairs 2001 - 2002
Skills
Medical Malpractice, Health Law, Insurance, Courts, Professional Liability, Claim, Legal Malpractice, Civil Litigation, Litigation, Westlaw, Product Liability, Corporate Law, Torts, Appeals, Personal Injury..., Personal Injury, Arbitration, Criminal Defense, Legal Writing, Legal Assistance, Trial Practice, Trials, Administrative Law, Alternative Dispute..., Depositions, Commercial Litigation, Dispute Resolution, Class Actions, Family Law, Legal Issues, Litigation Support, Legal Research
Education
Temple University - James E. Beasley School of Law 2005 — 2008
JD
Temple University 2007 — 2007
Study Abroad, Japan Campus School of Law: J.D. Semester Abroad Program
The George Washington University 1998 — 2001
BA, International Relations, Chinese, Economics
University High School 1993 — 1998
Daniel Podolak's Morgan Stanley Experience August 2002 - April 2013
Job Change, Release & Incident Manager, Consumer Banking
Industry Information Technology and Services
Experience
Synchrony Financial April 2013 - Present
Morgan Stanley August 2002 - April 2013
Boyle Software January 1999 - May 2002
Columbia University September 2000 - January 2001
Bernard Hodes Group January 1999 - August 1999
AICPA May 1996 - December 1998
Skills
Business Analysis, Vendor Management, Project Management, Information Technology, Program Management, Change Management, Risk Management, Leadership, Process Improvement, Software Development, Financial Services, Technical Writing, E-commerce, CRM, Entrepreneurship, Business Process Mapping, Investment Banking, SDLC, IT Strategy, Management, PMO, Virtual Data Rooms, Disaster Recovery, Analysis, Outsourcing, Visio, IT Management, Business Intelligence, Technical Support, System Administration, Capital Markets, SharePoint, Service-Now, Thought Leadership, User Experience, ITIL, IT Service Management
Education
Temple University 1992 — 1996
BA, Journalism
Synchrony Financial April 2013 - Present
Morgan Stanley August 2002 - April 2013
Boyle Software January 1999 - May 2002
Columbia University September 2000 - January 2001
Bernard Hodes Group January 1999 - August 1999
AICPA May 1996 - December 1998
Skills
Business Analysis, Vendor Management, Project Management, Information Technology, Program Management, Change Management, Risk Management, Leadership, Process Improvement, Software Development, Financial Services, Technical Writing, E-commerce, CRM, Entrepreneurship, Business Process Mapping, Investment Banking, SDLC, IT Strategy, Management, PMO, Virtual Data Rooms, Disaster Recovery, Analysis, Outsourcing, Visio, IT Management, Business Intelligence, Technical Support, System Administration, Capital Markets, SharePoint, Service-Now, Thought Leadership, User Experience, ITIL, IT Service Management
Education
Temple University 1992 — 1996
BA, Journalism
Stephen Shipley's Morgan Stanley Experience September 1993 - March 2013
Job Partner at Cottonwood Capital Advisors
Industry Investment Management
Experience
Cottonwood Capital Advisors April 2013 - Present
Morgan Stanley September 1993 - March 2013
Pacific Gas & Electric January 1990 - August 1993
Skills
Alternative Investments, Series 7, Estate Planning, Series 63, Separately Managed..., Series 65, Asset Allocation, ETFs, Financial Analysis, Wealth Management, Mutual Funds, Asset Management, Investment Strategies, Retirement Planning, Investment Advisory
Education
Texas A&M University 1985 — 1989
BS, Building Construction
Cottonwood Capital Advisors April 2013 - Present
Morgan Stanley September 1993 - March 2013
Pacific Gas & Electric January 1990 - August 1993
Skills
Alternative Investments, Series 7, Estate Planning, Series 63, Separately Managed..., Series 65, Asset Allocation, ETFs, Financial Analysis, Wealth Management, Mutual Funds, Asset Management, Investment Strategies, Retirement Planning, Investment Advisory
Education
Texas A&M University 1985 — 1989
BS, Building Construction
Helga Spencer's Morgan Stanley Experience December 2007 - August 2009
Job Attorney at United States Department of Labor, Office of the Solicitor
Industry Law Practice
Experience
U.S. Department of Labor January 2015 - Present
Marshall, Dennehey, Warner, Coleman & Goggin P.C. August 2012 - December 2014
Philadelphia District Attorney's Office January 2012 - May 2012
Federal Reserve Bank of Philadelphia May 2011 - August 2011
Fox Rothschild LLP May 2010 - July 2010
Morgan Stanley December 2007 - August 2009
Skills
Civil Litigation, Westlaw, Lexis, Insurance Bad Faith, Insurance Law, Legal Research, Credit Derivatives, Foreign Languages, Financial Analysis, Advocacy, Arbitration, Appeals, Litigation, Mediation, LexisNexis, Personal Injury, Trials, Research, Criminal Law, Legal Writing, Commercial Litigation, Legal Issues
Education
Temple University - James E. Beasley School of Law 2009 — 2012
Juris Doctor, Law
University of Maryland College Park 2002 — 2006
Bachelor of Science (B.S.), Finance
U.S. Department of Labor January 2015 - Present
Marshall, Dennehey, Warner, Coleman & Goggin P.C. August 2012 - December 2014
Philadelphia District Attorney's Office January 2012 - May 2012
Federal Reserve Bank of Philadelphia May 2011 - August 2011
Fox Rothschild LLP May 2010 - July 2010
Morgan Stanley December 2007 - August 2009
Skills
Civil Litigation, Westlaw, Lexis, Insurance Bad Faith, Insurance Law, Legal Research, Credit Derivatives, Foreign Languages, Financial Analysis, Advocacy, Arbitration, Appeals, Litigation, Mediation, LexisNexis, Personal Injury, Trials, Research, Criminal Law, Legal Writing, Commercial Litigation, Legal Issues
Education
Temple University - James E. Beasley School of Law 2009 — 2012
Juris Doctor, Law
University of Maryland College Park 2002 — 2006
Bachelor of Science (B.S.), Finance
Steven Diaz Steven Diaz's Morgan Stanley Experience May 2011 - Present
Job Senior Financial Analyst at Grayco Partners
Industry Financial Services
Experience
Grayco Partners March 2014 - Present
Morgan Stanley May 2011 - Present
UBS January 2009 - May 2009
Merrill Lynch May 2007 - May 2008
The Club at Carlton Woods June 2005 - April 2007
Education
Texas A&M University 2008 — 2012
Finance
Texas A&M University - Mays Business School 2008 — 2012
BA, Finance
Grayco Partners March 2014 - Present
Morgan Stanley May 2011 - Present
UBS January 2009 - May 2009
Merrill Lynch May 2007 - May 2008
The Club at Carlton Woods June 2005 - April 2007
Education
Texas A&M University 2008 — 2012
Finance
Texas A&M University - Mays Business School 2008 — 2012
BA, Finance
Zachary Neal's Morgan Stanley Experience 2010 - 2011
Job Chief Financial Officer at Expedition Water Solutions
Industry Oil & Energy
Experience
Expedition Water Solutions October 2014 - Present
Sterling Energy September 2012 - October 2014
Teilinger Capital 2011 - 2012
Morgan Stanley 2010 - 2011
Morgan Stanley March 2008 - July 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Investment Banking, Private Equity, Corporate Finance, Hedge Funds, Due Diligence, Bloomberg, Capital Markets, Equities, LBO, Investments, Business Valuation, Equity Research, Fixed Income, Equity Valuation, Portfolio Management, High Yield, Asset Managment, Strategic Planning, Analysis
Education
Texas A&M University 2005 — 2007
BBA, Accounting
Expedition Water Solutions October 2014 - Present
Sterling Energy September 2012 - October 2014
Teilinger Capital 2011 - 2012
Morgan Stanley 2010 - 2011
Morgan Stanley March 2008 - July 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Investment Banking, Private Equity, Corporate Finance, Hedge Funds, Due Diligence, Bloomberg, Capital Markets, Equities, LBO, Investments, Business Valuation, Equity Research, Fixed Income, Equity Valuation, Portfolio Management, High Yield, Asset Managment, Strategic Planning, Analysis
Education
Texas A&M University 2005 — 2007
BBA, Accounting
Cody Marcum Cody Marcum's Morgan Stanley Experience March 2008 - March 2009
Job Land Acquisition Manager at Toll Brothers
Industry Real Estate
Experience
Toll Brothers August 2015 - Present
Perry Homes September 2013 - August 2015
Principal Financial Group April 2009 - September 2013
Morgan Stanley March 2008 - March 2009
Education
Wake Forest University - Babcock Graduate School of Management 2011 — 2013
MBA, Business
Texas A&M University 1998 — 2002
BS, Economics
Toll Brothers August 2015 - Present
Perry Homes September 2013 - August 2015
Principal Financial Group April 2009 - September 2013
Morgan Stanley March 2008 - March 2009
Education
Wake Forest University - Babcock Graduate School of Management 2011 — 2013
MBA, Business
Texas A&M University 1998 — 2002
BS, Economics
Blake E. Greer, CRPS® Blake E. Greer, CRPS®'s Morgan Stanley Experience 2002 - 2008
Job Owner, Greer Wealth Management
Industry Financial Services
Experience
Greer Wealth Management January 2011 - Present
American Realty Capital January 2009 - December 2010
Morgan Stanley 2002 - 2008
Skills
Series 7, Alternative Investments, Microsoft Office, Retirement Planning, Financial Planning, Asset Management, Investments, Retirement, Portfolio Management, Mutual Funds, Insurance, Wealth Management, Asset Allocation, Real Estate Investment, Securities, Risk Management, Budgeting, New Business Development, Public Speaking, Equities, Marketing Strategy, series 65, series 63, group 1 insurance, Investment Advisory, Investment Strategies, Annuities, 401k, Financial Advisory, ETFs, Series 63, Estate Planning, FINRA, Finance, Budgets, Financial Services, Investment Properties, Fixed Annuities, IRAs, Brokerage, Financial Planners, Due Diligence, Roth IRA, Wealth, Private Equity, Long-term Care, Investment Management, Small Business, Real Estate Economics, Long Term Care Insurance
Education
Texas A&M University 1996 — 2000
AGSM
Lamar Cons HS 1992 — 1996
Greer Wealth Management January 2011 - Present
American Realty Capital January 2009 - December 2010
Morgan Stanley 2002 - 2008
Skills
Series 7, Alternative Investments, Microsoft Office, Retirement Planning, Financial Planning, Asset Management, Investments, Retirement, Portfolio Management, Mutual Funds, Insurance, Wealth Management, Asset Allocation, Real Estate Investment, Securities, Risk Management, Budgeting, New Business Development, Public Speaking, Equities, Marketing Strategy, series 65, series 63, group 1 insurance, Investment Advisory, Investment Strategies, Annuities, 401k, Financial Advisory, ETFs, Series 63, Estate Planning, FINRA, Finance, Budgets, Financial Services, Investment Properties, Fixed Annuities, IRAs, Brokerage, Financial Planners, Due Diligence, Roth IRA, Wealth, Private Equity, Long-term Care, Investment Management, Small Business, Real Estate Economics, Long Term Care Insurance
Education
Texas A&M University 1996 — 2000
AGSM
Lamar Cons HS 1992 — 1996
Nick Mirgeaux's Morgan Stanley Experience 1997 - 2001
Job Business Development Executive AX at Avanade
Industry Computer Software
Experience
Avanade January 2014 - Present
Denovo 2013 - January 2014
Perficient (Formerly Nascent Systems, LP) 2012 - January 2013
Nascent Systems February 2012 - June 2012
PriceAdvantage January 2011 - December 2011
FuelQuest/Zytax 2007 - 2011
Realm Business Solutions November 2004 - May 2007
UBS Wealth Management 2001 - 2004
Morgan Stanley 1997 - 2001
Skills
Enterprise Software, Sales Process, CRM, Business Development, New Business Development, Selling, Salesforce.com, Sales Operations, Sales Management, ERP, Networking, Pre-sales, Consulting, Marketing Strategy, SaaS, Sales
Education
Texas A&M University 1992 — 1997
Economics & Finance
Avanade January 2014 - Present
Denovo 2013 - January 2014
Perficient (Formerly Nascent Systems, LP) 2012 - January 2013
Nascent Systems February 2012 - June 2012
PriceAdvantage January 2011 - December 2011
FuelQuest/Zytax 2007 - 2011
Realm Business Solutions November 2004 - May 2007
UBS Wealth Management 2001 - 2004
Morgan Stanley 1997 - 2001
Skills
Enterprise Software, Sales Process, CRM, Business Development, New Business Development, Selling, Salesforce.com, Sales Operations, Sales Management, ERP, Networking, Pre-sales, Consulting, Marketing Strategy, SaaS, Sales
Education
Texas A&M University 1992 — 1997
Economics & Finance
Dana Becker Dana Becker's Morgan Stanley Experience July 2004 - August 2005
Job Litigation Associate at Morgan, Lewis & Bockius LLP
Industry Law Practice
Experience
Morgan, Lewis & Bockius LLP October 2009 - Present
U.S. Court of Appeals for the Third Circuit September 2008 - September 2009
Morgan Stanley July 2004 - August 2005
UBS February 2001 - July 2004
Skills
Litigation, Commercial Litigation, Civil Litigation, Legal Research, Corporate Law, Intellectual Property, Legal Writing, Appeals, Arbitration, Securities Litigation, Product Liability, Class Actions, Westlaw, Trials, Trade Secrets, Courts
Education
Temple University - James E. Beasley School of Law 2005 — 2008
J.D., Law
University of Pennsylvania - The Wharton School 1998 — 2001
B.S., Economics
Wissahickon High School
Morgan, Lewis & Bockius LLP October 2009 - Present
U.S. Court of Appeals for the Third Circuit September 2008 - September 2009
Morgan Stanley July 2004 - August 2005
UBS February 2001 - July 2004
Skills
Litigation, Commercial Litigation, Civil Litigation, Legal Research, Corporate Law, Intellectual Property, Legal Writing, Appeals, Arbitration, Securities Litigation, Product Liability, Class Actions, Westlaw, Trials, Trade Secrets, Courts
Education
Temple University - James E. Beasley School of Law 2005 — 2008
J.D., Law
University of Pennsylvania - The Wharton School 1998 — 2001
B.S., Economics
Wissahickon High School
Barbara DeVries's Morgan Stanley Experience July 2009 - June 2010
Job Software Development Manager & Project Manager & Agile Business Analyst Open to New Opportunity
Industry Information Technology and Services
Experience
Agile Alliance, Scrum Alliance June 2014 - Present
Bank of America October 2010 - April 2015
Bank of America October 2010 - December 2013
CSC January 2010 - October 2010
Apex Systems July 2009 - October 2010
Morgan Stanley July 2009 - June 2010
CES Network Services, Inc. November 2006 - July 2009
Countrywide Home Loans June 2000 - October 2006
Bank of America 2000 - 2006
JavaMUG 1998 - 2005
Skills
SDLC, Business Intelligence, PMP, Business Analysis, Software Development, Project Portfolio..., IT Management, Program Management, Quality Assurance, Vendor Management, Business Process..., Project Management, Management, Process Improvement, Testing, Software Documentation, Enterprise Software, ITIL, Databases, Data Warehousing, CRM, Microsoft SQL Server, PMO, Disaster Recovery, Software Project..., SQL, SOA, Integration, Unix, Strategy, Outsourcing, IT Service Management, SOA, Web Services, OOA..., Reuse, Database Management, Agile Software..., Six Sigma - DMAIC and..., Leadership, Mentoring, Microsoft Office Tools,..., Presentations and..., Banking - Mortgage,..., Banking & Investments..., Government Proposals &..., IT Risk Management, Strategic Technology..., Business Process, Requirements Analysis, Information Technology, IT Strategy
Education
Texas A&M University
Bachelor (3), Chemistry, Physics, Mathematics
University of California, Berkeley
Masters, Mathemetics
Agile Alliance, Scrum Alliance June 2014 - Present
Bank of America October 2010 - April 2015
Bank of America October 2010 - December 2013
CSC January 2010 - October 2010
Apex Systems July 2009 - October 2010
Morgan Stanley July 2009 - June 2010
CES Network Services, Inc. November 2006 - July 2009
Countrywide Home Loans June 2000 - October 2006
Bank of America 2000 - 2006
JavaMUG 1998 - 2005
Skills
SDLC, Business Intelligence, PMP, Business Analysis, Software Development, Project Portfolio..., IT Management, Program Management, Quality Assurance, Vendor Management, Business Process..., Project Management, Management, Process Improvement, Testing, Software Documentation, Enterprise Software, ITIL, Databases, Data Warehousing, CRM, Microsoft SQL Server, PMO, Disaster Recovery, Software Project..., SQL, SOA, Integration, Unix, Strategy, Outsourcing, IT Service Management, SOA, Web Services, OOA..., Reuse, Database Management, Agile Software..., Six Sigma - DMAIC and..., Leadership, Mentoring, Microsoft Office Tools,..., Presentations and..., Banking - Mortgage,..., Banking & Investments..., Government Proposals &..., IT Risk Management, Strategic Technology..., Business Process, Requirements Analysis, Information Technology, IT Strategy
Education
Texas A&M University
Bachelor (3), Chemistry, Physics, Mathematics
University of California, Berkeley
Masters, Mathemetics
Roy A. Johnston's Morgan Stanley Experience 1997 - 2001
Job Manager at Austin Perry Partners
Industry Investment Management
Experience
Austin Perry Partners May 2013 - Present
Allianz Global Investors Capital April 2005 - April 2013
Morgan Stanley 1997 - 2001
Skills
Equity Research, Equities, Hedge Funds, Asset Managment, Fixed Income, Equity Valuation, Investments, Bloomberg, Alternative Investments, Valuation, Financial Modeling, Investment Management, Asset Management, Financial Markets, Investment Banking, Investment Strategies, Derivatives, Bonds, Series 63, Emerging Markets, Securities, Mutual Funds, LBO, Equity Derivatives, Trading, Asset Allocation, Private Equity, Hedging, Equity Trading, ETFs, Options, Investor Relations, Bloomberg Terminal, Investment Advisory, Commodity, DCF, Buy-side, IPO, Due Diligence, Chartered Financial..., Private Placements, Sell Side
Education
Texas A&M University
Austin Perry Partners May 2013 - Present
Allianz Global Investors Capital April 2005 - April 2013
Morgan Stanley 1997 - 2001
Skills
Equity Research, Equities, Hedge Funds, Asset Managment, Fixed Income, Equity Valuation, Investments, Bloomberg, Alternative Investments, Valuation, Financial Modeling, Investment Management, Asset Management, Financial Markets, Investment Banking, Investment Strategies, Derivatives, Bonds, Series 63, Emerging Markets, Securities, Mutual Funds, LBO, Equity Derivatives, Trading, Asset Allocation, Private Equity, Hedging, Equity Trading, ETFs, Options, Investor Relations, Bloomberg Terminal, Investment Advisory, Commodity, DCF, Buy-side, IPO, Due Diligence, Chartered Financial..., Private Placements, Sell Side
Education
Texas A&M University
Cindy Lawrence's Morgan Stanley Experience October 1999 - November 2002
Job Director, Enrollment Operations at Scott & White Health Plan
Industry Insurance
Experience
Scott & White Health Plan September 2011 - Present
Scott & White Health Plan July 2010 - August 2011
Scott & White Health Plan March 2008 - June 2010
Scott & White Health Plan February 2004 - February 2008
Extraco Banks December 2002 - January 2004
Morgan Stanley October 1999 - November 2002
Bank of America 1994 - 1998
Bank of America 1985 - 1993
Skills
Healthcare, Strategic Planning, Hospitals, HIPAA, Health Insurance, Leadership, Vendor Management, Insurance, Managed Care, Healthcare Management, Budgets, Microsoft Excel, Visio, Process Improvement, Account Management, Medicaid, Team Building, Change Management, Customer Service, Program Management, Integration, Sales, Healthcare Consulting, Microsoft Office, Management, Project Management, Medicare, Employee Benefits, Healthcare Information..., Access, Data Analysis, Software Documentation, Time Management
Education
Navarro College 1976 — 1978
Associates
Texas A&M University-Commerce
Scott & White Health Plan September 2011 - Present
Scott & White Health Plan July 2010 - August 2011
Scott & White Health Plan March 2008 - June 2010
Scott & White Health Plan February 2004 - February 2008
Extraco Banks December 2002 - January 2004
Morgan Stanley October 1999 - November 2002
Bank of America 1994 - 1998
Bank of America 1985 - 1993
Skills
Healthcare, Strategic Planning, Hospitals, HIPAA, Health Insurance, Leadership, Vendor Management, Insurance, Managed Care, Healthcare Management, Budgets, Microsoft Excel, Visio, Process Improvement, Account Management, Medicaid, Team Building, Change Management, Customer Service, Program Management, Integration, Sales, Healthcare Consulting, Microsoft Office, Management, Project Management, Medicare, Employee Benefits, Healthcare Information..., Access, Data Analysis, Software Documentation, Time Management
Education
Navarro College 1976 — 1978
Associates
Texas A&M University-Commerce
Changez Akram's Morgan Stanley Experience May 2011 - June 2014
Job Business Leader at MasterCard
Industry Financial Services
Experience
MasterCard July 2014 - Present
Morgan Stanley May 2011 - June 2014
Webster Bank January 2008 - May 2011
Wells Fargo 2006 - 2008
Deloitte 2005 - 2006
Spacecraft Technology Center, Texas A & M University January 2002 - August 2004
Skills
Analytics, Business Analytics, Credit Risk, Statistical Modeling, Banking, Credit Cards, Risk Management, Optimization, Segmentation, Financial Analysis, Financial Modeling, Database Marketing, Operations Research, Time Series Analysis, Strategy
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.), Finance / Digital Marketing / Business Analysis
Texas A&M University 2001 — 2003
Master's of Engineering, Industrial Engineering / Operations Research
University of Engineering and Technology, Lahore
BS, Mechanical Engineering
MasterCard July 2014 - Present
Morgan Stanley May 2011 - June 2014
Webster Bank January 2008 - May 2011
Wells Fargo 2006 - 2008
Deloitte 2005 - 2006
Spacecraft Technology Center, Texas A & M University January 2002 - August 2004
Skills
Analytics, Business Analytics, Credit Risk, Statistical Modeling, Banking, Credit Cards, Risk Management, Optimization, Segmentation, Financial Analysis, Financial Modeling, Database Marketing, Operations Research, Time Series Analysis, Strategy
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.), Finance / Digital Marketing / Business Analysis
Texas A&M University 2001 — 2003
Master's of Engineering, Industrial Engineering / Operations Research
University of Engineering and Technology, Lahore
BS, Mechanical Engineering
Abigail McDonald's Morgan Stanley Experience June 2007 - August 2007
Job Assistant Vice President at Credit Suisse
Industry Investment Management
Experience
Credit Suisse March 2014 - Present
Greater Houston Community Foundation September 2013 - March 2014
Goldman Sachs January 2012 - August 2013
Goldman Sachs June 2010 - January 2012
Goldman Sachs June 2008 - June 2010
Morgan Stanley June 2007 - August 2007
Deloitte June 2006 - August 2006
Shell Oil Company June 2005 - August 2005
Skills
Wealth Management, Investment Management, Photography, Grammar, Portfolio Management, Asset Allocation
Education
Texas A&M University 2006 — 2008
Master of Science (MS), Finance, General
Texas A&M University - Mays Business School 2003 — 2008
Bachelor of Science (BS), Accounting
elementary school
Credit Suisse March 2014 - Present
Greater Houston Community Foundation September 2013 - March 2014
Goldman Sachs January 2012 - August 2013
Goldman Sachs June 2010 - January 2012
Goldman Sachs June 2008 - June 2010
Morgan Stanley June 2007 - August 2007
Deloitte June 2006 - August 2006
Shell Oil Company June 2005 - August 2005
Skills
Wealth Management, Investment Management, Photography, Grammar, Portfolio Management, Asset Allocation
Education
Texas A&M University 2006 — 2008
Master of Science (MS), Finance, General
Texas A&M University - Mays Business School 2003 — 2008
Bachelor of Science (BS), Accounting
elementary school
Victoria May's Morgan Stanley Experience January 2005 - May 2005
Job Vice President Residential Finance
Industry Investment Banking
Experience
Citigroup August 2007 - Present
DHI Mortgage 2006 - 2007
Morgan Stanley January 2005 - May 2005
BearingPoint 2004 - 2004
Skills
Fixed Income, Loans, Credit, Whole Loans, Ops, Servicer Surveillance, Banking, Portfolio Management, Credit Risk, Capital Markets, Derivatives, Mortgage Lending, Valuation, Securities
Education
Texas A&M University 2005 — 2006
Masters, Finance
Texas A&M University 2001 — 2005
Bachelor's, Accounting
Citigroup August 2007 - Present
DHI Mortgage 2006 - 2007
Morgan Stanley January 2005 - May 2005
BearingPoint 2004 - 2004
Skills
Fixed Income, Loans, Credit, Whole Loans, Ops, Servicer Surveillance, Banking, Portfolio Management, Credit Risk, Capital Markets, Derivatives, Mortgage Lending, Valuation, Securities
Education
Texas A&M University 2005 — 2006
Masters, Finance
Texas A&M University 2001 — 2005
Bachelor's, Accounting
Micah Nance's Morgan Stanley Experience April 2009 - May 2012
Job Sr. Analyst at Surveyor Capital (Citadel LLC)
Industry Financial Services
Experience
Citadel Investment Group May 2012 - Present
Morgan Stanley April 2009 - May 2012
Morgan Stanley September 2007 - April 2009
Morgan Stanley May 2006 - August 2006
Education
Texas A&M University 2003 — 2007
BBA, Finance
Texas A&M University - Mays Business School 2003 — 2007
BBA, Finance
Citadel Investment Group May 2012 - Present
Morgan Stanley April 2009 - May 2012
Morgan Stanley September 2007 - April 2009
Morgan Stanley May 2006 - August 2006
Education
Texas A&M University 2003 — 2007
BBA, Finance
Texas A&M University - Mays Business School 2003 — 2007
BBA, Finance
Brian Rauscher's Morgan Stanley Experience 1995 - 2001
Job Chief Portfolio Strategist at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. April 2012 - Present
Wedge Partners 2011 - March 2012
Dahlman Rose & Co. 2011 - November 2011
Fortress Investment Group 2009 - 2010
Brown Brothers Harriman April 2004 - July 2009
Morgan Stanley 1995 - 2001
Skills
Equity Research, Series 7, Valuation, Equities, Bloomberg, Investments, Portfolio Management, Hedge Funds, CFA, Investment Strategies, Series 63, Trading Strategies, Data Modeling, Client Interfacing, Quantitative Analysis, Economics
Education
Temple University - Fox School of Business and Management
Master of Business Administration (MBA), Finance, General
Robert W. Baird & Co. April 2012 - Present
Wedge Partners 2011 - March 2012
Dahlman Rose & Co. 2011 - November 2011
Fortress Investment Group 2009 - 2010
Brown Brothers Harriman April 2004 - July 2009
Morgan Stanley 1995 - 2001
Skills
Equity Research, Series 7, Valuation, Equities, Bloomberg, Investments, Portfolio Management, Hedge Funds, CFA, Investment Strategies, Series 63, Trading Strategies, Data Modeling, Client Interfacing, Quantitative Analysis, Economics
Education
Temple University - Fox School of Business and Management
Master of Business Administration (MBA), Finance, General
Martha Agarwal's Morgan Stanley Experience September 2003 - September 2008
Job Independent Contractor Commercial Real Estate
Industry Real Estate
Experience
N/A September 2010 - Present
Morgan Stanley September 2003 - September 2008
PricewaterhouseCoopers 2001 - 2003
Bank of America January 1998 - May 2001
Skills
Credit Analysis, Loans, Loan Origination, Underwriting, Real Estate, CMBS, Commercial Real Estate, Real Estate Economics, Valuation, Due Diligence, Asset Managment, Financial Modeling, Financial Analysis, Capital Markets, Financial Structuring, Real Estate Transactions, Finance, Real Estate Development, Investment Properties, Asset Management
Education
Texas A&M University - Mays Graduate School of Business 1996 — 1997
MLERE, Master of Land Economics and Real Estate, Dept of Finance
Texas A&M University - Mays Business School 1992 — 1996
BBA, Finance
N/A September 2010 - Present
Morgan Stanley September 2003 - September 2008
PricewaterhouseCoopers 2001 - 2003
Bank of America January 1998 - May 2001
Skills
Credit Analysis, Loans, Loan Origination, Underwriting, Real Estate, CMBS, Commercial Real Estate, Real Estate Economics, Valuation, Due Diligence, Asset Managment, Financial Modeling, Financial Analysis, Capital Markets, Financial Structuring, Real Estate Transactions, Finance, Real Estate Development, Investment Properties, Asset Management
Education
Texas A&M University - Mays Graduate School of Business 1996 — 1997
MLERE, Master of Land Economics and Real Estate, Dept of Finance
Texas A&M University - Mays Business School 1992 — 1996
BBA, Finance
Ikwonne Ekpene's Morgan Stanley Experience February 2007 - February 2008
Job Investment Accountant Lead
Industry Financial Services
Experience
First American Financial Corporation March 2015 - Present
Capital Group February 2014 - February 2015
Capital Group August 2013 - February 2014
Tisch Financial Management Group April 2008 - May 2013
Morgan Stanley February 2007 - February 2008
Morgan Stanley October 2005 - February 2007
Morgan Stanley August 2003 - September 2005
Brown Brothers Harriman July 2001 - August 2003
KPMG Consulting January 2001 - May 2001
Skills
Mutual Funds, Financial Statements, Investments, Account Reconciliation, Accounting, Analysis
Education
Temple University 1996 — 2000
B.B.A, Accounting & Political Science
First American Financial Corporation March 2015 - Present
Capital Group February 2014 - February 2015
Capital Group August 2013 - February 2014
Tisch Financial Management Group April 2008 - May 2013
Morgan Stanley February 2007 - February 2008
Morgan Stanley October 2005 - February 2007
Morgan Stanley August 2003 - September 2005
Brown Brothers Harriman July 2001 - August 2003
KPMG Consulting January 2001 - May 2001
Skills
Mutual Funds, Financial Statements, Investments, Account Reconciliation, Accounting, Analysis
Education
Temple University 1996 — 2000
B.B.A, Accounting & Political Science
Terry Quirk's Morgan Stanley Experience March 2012 - November 2012
Job Senior Program / Project Manager in Technology & Financial Services
Industry Financial Services
Experience
Trianz December 2013 - September 2014
Phoenix Management Consulting January 2013 - December 2013
Morgan Stanley March 2012 - November 2012
Deutsche Bank January 2011 - December 2011
Barclays Capital October 2009 - January 2011
Fannie Mae February 2009 - September 2009
Merrill Lynch May 2005 - December 2008
Morgan Stanley January 2004 - May 2005
Fast Path Consulting Inc. January 1998 - December 2003
Skills
Program Management, Project Portfolio..., Programme Governance, Vendor Management, Electronic Trading, Low Latency Trading, Trading Systems, Securities Regulation, Equities, Derivatives, SDLC, PMO, Business Analysis, Risk Management, Management Consulting, Governance, Project Management, Software Project..., Financial Services, Databases, Change Management, Outsourcing, Reference Data, Trading, Market Data, Exchange Connectivity, Integration, Software Development, Requirements Analysis, Business Intelligence, Enterprise Architecture, PMP, Agile Project Management, Agile Methodologies, Management, Portfolio Management, Product Management, IT Strategy, Consulting, Software Documentation, Project Planning, Analytics, Financial Risk, ITIL, Infrastructure, Low Latency, Fixed Income, CRM, Sybase, Investment Banking
Education
University of California, San Diego
Master's degree, Neuroscience
Texas A&M University
B.S., Biology
Trianz December 2013 - September 2014
Phoenix Management Consulting January 2013 - December 2013
Morgan Stanley March 2012 - November 2012
Deutsche Bank January 2011 - December 2011
Barclays Capital October 2009 - January 2011
Fannie Mae February 2009 - September 2009
Merrill Lynch May 2005 - December 2008
Morgan Stanley January 2004 - May 2005
Fast Path Consulting Inc. January 1998 - December 2003
Skills
Program Management, Project Portfolio..., Programme Governance, Vendor Management, Electronic Trading, Low Latency Trading, Trading Systems, Securities Regulation, Equities, Derivatives, SDLC, PMO, Business Analysis, Risk Management, Management Consulting, Governance, Project Management, Software Project..., Financial Services, Databases, Change Management, Outsourcing, Reference Data, Trading, Market Data, Exchange Connectivity, Integration, Software Development, Requirements Analysis, Business Intelligence, Enterprise Architecture, PMP, Agile Project Management, Agile Methodologies, Management, Portfolio Management, Product Management, IT Strategy, Consulting, Software Documentation, Project Planning, Analytics, Financial Risk, ITIL, Infrastructure, Low Latency, Fixed Income, CRM, Sybase, Investment Banking
Education
University of California, San Diego
Master's degree, Neuroscience
Texas A&M University
B.S., Biology
rodney lacey's Morgan Stanley Experience
Job vp at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley
Skills
Trading Systems, Alternative Investments, Equities, Prime Brokerage, Fixed Income, Hedge Funds
Education
Texas A&M University 1995 — 1999
Garland High School
Morgan Stanley
Skills
Trading Systems, Alternative Investments, Equities, Prime Brokerage, Fixed Income, Hedge Funds
Education
Texas A&M University 1995 — 1999
Garland High School
Rey Mocorro's Morgan Stanley Experience November 2007 - April 2014
Job Vice President at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase May 2014 - Present
Morgan Stanley November 2007 - April 2014
Bank of the Philippine Islands December 2004 - October 2006
MBNA America Bank September 2003 - September 2004
Pilipinas Shell Petroleum Corporation July 1998 - September 2000
Skills
Fixed Income, Derivatives, Equities, Commodity, Risk Management, Investment Banking, Trading, Capital Markets, Financial Services, Business Analysis, Asset Management, Middle Office, Bloomberg, Valuation, Electronic Trading, Portfolio Management, Equity Derivatives, Financial Analysis, Financial Markets, Options, Credit Derivatives, Trading Systems, Securities, Swaps, Investments, Financial Modeling, Microsoft Excel, Banking, Interest Rate..., Project Management, Emerging Markets, Business Process..., Operational Risk..., Back Office
Education
Temple University - Fox School of Business and Management 2001 — 2003
Master of Business Administration (MBA), Marketing
University of the Philippines 1993 — 1998
BS, Business Administration and Management, General
JPMorgan Chase May 2014 - Present
Morgan Stanley November 2007 - April 2014
Bank of the Philippine Islands December 2004 - October 2006
MBNA America Bank September 2003 - September 2004
Pilipinas Shell Petroleum Corporation July 1998 - September 2000
Skills
Fixed Income, Derivatives, Equities, Commodity, Risk Management, Investment Banking, Trading, Capital Markets, Financial Services, Business Analysis, Asset Management, Middle Office, Bloomberg, Valuation, Electronic Trading, Portfolio Management, Equity Derivatives, Financial Analysis, Financial Markets, Options, Credit Derivatives, Trading Systems, Securities, Swaps, Investments, Financial Modeling, Microsoft Excel, Banking, Interest Rate..., Project Management, Emerging Markets, Business Process..., Operational Risk..., Back Office
Education
Temple University - Fox School of Business and Management 2001 — 2003
Master of Business Administration (MBA), Marketing
University of the Philippines 1993 — 1998
BS, Business Administration and Management, General
Isaac Espinoza's Morgan Stanley Experience February 2001 - October 2001
Job at American General Life Companies
Industry Financial Services
Experience
Professional Client Consulting Services September 2010 - Present
John Hancock USA October 2001 - August 2010
Morgan Stanley February 2001 - October 2001
American General Life Companies August 2000 - February 2001
Education
Texas A&M University
Professional Client Consulting Services September 2010 - Present
John Hancock USA October 2001 - August 2010
Morgan Stanley February 2001 - October 2001
American General Life Companies August 2000 - February 2001
Education
Texas A&M University
Brooke Sberna's Morgan Stanley Experience June 2014 - Present
Job Client Service Associate
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Northwestern Mutual April 2013 - June 2014
Brides by Demetrios January 2013 - August 2013
SearchOne January 2011 - December 2012
Beekman Tower Hotel June 2010 - September 2010
Macy's March 2009 - June 2010
Shi November 2008 - January 2009
TCU Athletic Academic Services January 2008 - July 2008
AAF National Student Advertising Competition October 2007 - June 2008
Fort Worth ISD August 2007 - June 2008
Skills
Press Releases
Education
Texas Christian University 2004 — 2008
BS, Major: Advertising/Public Relations; Minors: General Business, Women's Studies
Morgan Stanley June 2014 - Present
Northwestern Mutual April 2013 - June 2014
Brides by Demetrios January 2013 - August 2013
SearchOne January 2011 - December 2012
Beekman Tower Hotel June 2010 - September 2010
Macy's March 2009 - June 2010
Shi November 2008 - January 2009
TCU Athletic Academic Services January 2008 - July 2008
AAF National Student Advertising Competition October 2007 - June 2008
Fort Worth ISD August 2007 - June 2008
Skills
Press Releases
Education
Texas Christian University 2004 — 2008
BS, Major: Advertising/Public Relations; Minors: General Business, Women's Studies
David Rappold's Morgan Stanley Experience January 2000 - January 2002
Job Human Capital Management Consultant at Oasis Outsourcing
Industry Financial Services
Experience
Oasis Outsourcing August 2015 - Present
Paychex July 2012 - August 2015
Business Resources February 2005 - May 2010
Costa and Elias Restaurants Inc June 2002 - December 2006
Morgan Stanley January 2000 - January 2002
United States Marine Corps Reserve January 1993 - January 2000
Skills
B2B, Market Planning, Program Management, Staff Development, Sales Process, Selling Skills, Sales Presentations, Direct Sales, Customer Retention, Account Management, Relationship Management, Salesforce.com, Leadership, Selling, Payroll, Training, 401k, Sales Management, Competitive Analysis, SaaS, Employee Benefits, Human Resources, Sales Operations, Sales, Benefits Administration, Business Strategy, Team Building, Time Management, Coaching, Recruiting, CRM, Cold Calling, Solution Selling, New Business Development, Lead Generation, Personnel Management, Marketing, Customer Service, Business Development, Small Business, Strategy, Insurance, Strategic Partnerships, Building Relationships
Education
Texas A&M University 1997 — 2000
Bachelors, Economics
Austin High School 1989 — 1993
Oasis Outsourcing August 2015 - Present
Paychex July 2012 - August 2015
Business Resources February 2005 - May 2010
Costa and Elias Restaurants Inc June 2002 - December 2006
Morgan Stanley January 2000 - January 2002
United States Marine Corps Reserve January 1993 - January 2000
Skills
B2B, Market Planning, Program Management, Staff Development, Sales Process, Selling Skills, Sales Presentations, Direct Sales, Customer Retention, Account Management, Relationship Management, Salesforce.com, Leadership, Selling, Payroll, Training, 401k, Sales Management, Competitive Analysis, SaaS, Employee Benefits, Human Resources, Sales Operations, Sales, Benefits Administration, Business Strategy, Team Building, Time Management, Coaching, Recruiting, CRM, Cold Calling, Solution Selling, New Business Development, Lead Generation, Personnel Management, Marketing, Customer Service, Business Development, Small Business, Strategy, Insurance, Strategic Partnerships, Building Relationships
Education
Texas A&M University 1997 — 2000
Bachelors, Economics
Austin High School 1989 — 1993
Michael Acker's Morgan Stanley Experience November 1997 - May 2000
Job Director, Global Funds at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2000 - Present
Morgan Stanley November 1997 - May 2000
Merrill Lynch Asset Management September 1994 - November 1997
Education
Bishop Egan
Bishop Egan
Bishop Egan
LaSalle University
Master of Business Administration (MBA), Business/Managerial Economics
Temple University
Bachelor of Science (BS), Economics
Merrill Lynch May 2000 - Present
Morgan Stanley November 1997 - May 2000
Merrill Lynch Asset Management September 1994 - November 1997
Education
Bishop Egan
Bishop Egan
Bishop Egan
LaSalle University
Master of Business Administration (MBA), Business/Managerial Economics
Temple University
Bachelor of Science (BS), Economics
Mark Heck's Morgan Stanley Experience February 2001 - September 2001
Job Investment Consultant at LPL Financial
Industry Financial Services
Experience
LPL Financial March 2011 - Present
VALIC November 2002 - March 2011
Morgan Stanley February 2001 - September 2001
Skills
Retirement Planning, Retirement, 401k, FINRA, Financial Planners, Financial Services, Insurance, Investments, Securities, Series 6, Series 65, Series 7, Finance, Mutual Funds, Series 63, Financial Planning
Education
Texas A&M University 1995 — 2000
BS, Economics
LPL Financial March 2011 - Present
VALIC November 2002 - March 2011
Morgan Stanley February 2001 - September 2001
Skills
Retirement Planning, Retirement, 401k, FINRA, Financial Planners, Financial Services, Insurance, Investments, Securities, Series 6, Series 65, Series 7, Finance, Mutual Funds, Series 63, Financial Planning
Education
Texas A&M University 1995 — 2000
BS, Economics
Steven Stroud's Morgan Stanley Experience March 2004 - November 2006
Job Account Vice President Wealth Management, Wealth Advisor at UBS Financial Services
Industry Financial Services
Experience
UBS Wealth Management December 2006 - Present
Morgan Stanley March 2004 - November 2006
Education
Texas Christian University
B.A., Economics, Finance
UBS Wealth Management December 2006 - Present
Morgan Stanley March 2004 - November 2006
Education
Texas Christian University
B.A., Economics, Finance
Damien Butts's Morgan Stanley Experience January 2006 - Present
Job Vice President, Application Developer at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley January 2006 - Present
Ametek Solidstate Controls Inc. May 2004 - January 2005
Skills
Business Analysis
Education
Temple University 2001 — 2006
Bachelor of Administration, Management Information Systems
Morgan Stanley January 2006 - Present
Ametek Solidstate Controls Inc. May 2004 - January 2005
Skills
Business Analysis
Education
Temple University 2001 — 2006
Bachelor of Administration, Management Information Systems
Kristina Whyte CPA's Morgan Stanley Experience September 2009 - May 2012
Job Senior Financial Analyst
Industry Financial Services
Experience
The Wallace Foundation February 2013 - Present
Morgan Stanley September 2009 - May 2012
Deloitte January 2008 - June 2009
EY June 2006 - December 2007
Skills
Internal Controls, External Audit, Tax, Finance, Accounting
Education
Temple University - Fox School of Business and Management 2002 — 2006
Bachelor of Business Administration (B.B.A.), Accounting
The Wallace Foundation February 2013 - Present
Morgan Stanley September 2009 - May 2012
Deloitte January 2008 - June 2009
EY June 2006 - December 2007
Skills
Internal Controls, External Audit, Tax, Finance, Accounting
Education
Temple University - Fox School of Business and Management 2002 — 2006
Bachelor of Business Administration (B.B.A.), Accounting
Alberto Chiesara's Morgan Stanley Experience July 2013 - Present
Job Principal at Pentagon Energy
Industry Investment Banking
Experience
Pentagon Energy March 2015 - Present
Morgan Stanley July 2013 - Present
Morgan Stanley November 2006 - Present
Shell September 2003 - September 2006
Shell July 2000 - August 2003
Procter & Gamble August 1996 - August 1998
Schlumberger August 1994 - August 1996
Skills
Trading, Hedging, Commodity, Commodity Markets, Derivatives, Petroleum, Gas, LNG
Education
Institut Français du Pétrole 1999 — 2000
Master, Finance
Texas A&M University 1999 — 2000
Master, Petroleum Engineering
Universidad Central de Venezuela 1989 — 1994
Engineer, Petroleum Engineer
Comunitaria
Pentagon Energy March 2015 - Present
Morgan Stanley July 2013 - Present
Morgan Stanley November 2006 - Present
Shell September 2003 - September 2006
Shell July 2000 - August 2003
Procter & Gamble August 1996 - August 1998
Schlumberger August 1994 - August 1996
Skills
Trading, Hedging, Commodity, Commodity Markets, Derivatives, Petroleum, Gas, LNG
Education
Institut Français du Pétrole 1999 — 2000
Master, Finance
Texas A&M University 1999 — 2000
Master, Petroleum Engineering
Universidad Central de Venezuela 1989 — 1994
Engineer, Petroleum Engineer
Comunitaria
Manuel Hill's Morgan Stanley Experience May 2000 - February 2001
Job Senior Product Manager at WilliamsSonoma, Inc.
Industry Information Technology and Services
Experience
Williams-Sonoma, Inc. July 2014 - Present
Macys.Com September 2012 - Present
Hill DP Consulting, Inc. November 1989 - Present
Wells Fargo June 2010 - June 2012
Conifer Securities May 2009 - December 2009
Mellon Capital Management May 2007 - October 2007
Charles Schwab & Co. Inc April 2006 - May 2007
Providian Financial Group July 2005 - September 2005
Banc America Securities July 2004 - September 2004
Morgan Stanley May 2000 - February 2001
Skills
Business Analysis, Requirements Analysis, Business Requirements, User Acceptance Testing, Business Process, Documentation, Trading Systems, Options, Fixed Income, Swaps, Back Office, FX, Bloomberg, Hedge Funds, Software Development, SQL, Software Documentation, Agile Methodolgy, Data Warehousing, SharePoint, Integration, Agile Methodologies, FX Options, Visio, Vendor Management, SDLC
Education
Tennessee Technological University - College of Business Administration 1974 — 1979
BS, Business Management/Systems Analysis
Williams-Sonoma, Inc. July 2014 - Present
Macys.Com September 2012 - Present
Hill DP Consulting, Inc. November 1989 - Present
Wells Fargo June 2010 - June 2012
Conifer Securities May 2009 - December 2009
Mellon Capital Management May 2007 - October 2007
Charles Schwab & Co. Inc April 2006 - May 2007
Providian Financial Group July 2005 - September 2005
Banc America Securities July 2004 - September 2004
Morgan Stanley May 2000 - February 2001
Skills
Business Analysis, Requirements Analysis, Business Requirements, User Acceptance Testing, Business Process, Documentation, Trading Systems, Options, Fixed Income, Swaps, Back Office, FX, Bloomberg, Hedge Funds, Software Development, SQL, Software Documentation, Agile Methodolgy, Data Warehousing, SharePoint, Integration, Agile Methodologies, FX Options, Visio, Vendor Management, SDLC
Education
Tennessee Technological University - College of Business Administration 1974 — 1979
BS, Business Management/Systems Analysis
Gregg Plunkett's Morgan Stanley Experience June 2009 - Present
Job Executive Director@ MorganStanley
Industry Maritime
Experience
Morgan Stanley June 2009 - Present
Skills
Shipping, Logistics, Ports, Maritime Operations, Supply Chain Management, International Logistics, Project Management
Education
Texas A&M University at Galveston 1986 — 1990
bsc
Nanyang Technological University
Master's degree
Texas A&M University
Bachelor's degree
Morgan Stanley June 2009 - Present
Skills
Shipping, Logistics, Ports, Maritime Operations, Supply Chain Management, International Logistics, Project Management
Education
Texas A&M University at Galveston 1986 — 1990
bsc
Nanyang Technological University
Master's degree
Texas A&M University
Bachelor's degree
Aaron Burch's Morgan Stanley Experience 2005 - 2006
Job Senior Vice President at Bank of America
Industry Financial Services
Experience
Bank of America June 2013 - Present
Bank of America September 2011 - June 2013
Bank of America Home Loans June 2006 - June 2011
Morgan Stanley 2005 - 2006
UPS Supply Chain Solutions 2001 - 2005
Skills
Forecasting, Analysis, Financial Analysis, Risk Management, Banking, Risk, Strategic Planning, Budgeting, Financial Management, Mergers, Compliance, SOX, Process Improvement, Internal Controls, Program Management, Mortgage, Six Sigma, Change Management, Business Analysis, Risk Assessment, Mergers & Acquisitions, Mortgage Lending, Financial Risk, Governance, Managerial Finance, Sarbanes-Oxley Act, Strategy, Management, Budgets
Education
Texas A&M University-Commerce
MBA, Economics
The University of Texas at Dallas
BA, Economics and Finance
Bank of America June 2013 - Present
Bank of America September 2011 - June 2013
Bank of America Home Loans June 2006 - June 2011
Morgan Stanley 2005 - 2006
UPS Supply Chain Solutions 2001 - 2005
Skills
Forecasting, Analysis, Financial Analysis, Risk Management, Banking, Risk, Strategic Planning, Budgeting, Financial Management, Mergers, Compliance, SOX, Process Improvement, Internal Controls, Program Management, Mortgage, Six Sigma, Change Management, Business Analysis, Risk Assessment, Mergers & Acquisitions, Mortgage Lending, Financial Risk, Governance, Managerial Finance, Sarbanes-Oxley Act, Strategy, Management, Budgets
Education
Texas A&M University-Commerce
MBA, Economics
The University of Texas at Dallas
BA, Economics and Finance
Charles (Les) Robbins's Morgan Stanley Experience
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley
Education
Temple University - Fox School of Business and Management 1980 — 1982
M.B.A., Finance (Corporate & Investment Management)
Temple University 1976 — 1980
B.A., Economics
Morgan Stanley
Education
Temple University - Fox School of Business and Management 1980 — 1982
M.B.A., Finance (Corporate & Investment Management)
Temple University 1976 — 1980
B.A., Economics
Julio Calzada's Morgan Stanley Experience May 2009 - July 2012
Job Director, Corporate Development and Strategy at LiquiBox
Industry Packaging and Containers
Experience
Liqui-Box July 2014 - Present
The Sterling Group July 2012 - July 2014
Liqui-Box January 2013 - May 2013
Morgan Stanley May 2009 - July 2012
Americorp State September 2008 - May 2009
JP Morgan June 2008 - August 2008
Americorps September 2007 - May 2008
Ernie Guzman Pontiac and GMC May 2007 - August 2007
Ernie Guzman Pontiac & GMC April 2006 - August 2006
Skills
Financial Analysis, Private Equity, Debt Restructuring, Operating Models, Operational Due..., Mergers & Acquisitions, Restructuring, Budget Process, Business Valuation, Capital Structure, Valuation Modeling, Industry Research, Access, Bloomberg, Financial Modeling, Investment Banking, Analysis, Microsoft Excel, Sales, PowerPoint
Education
Texas A&M University 2006 — 2010
Business Administration, Finance and Accouting
Liqui-Box July 2014 - Present
The Sterling Group July 2012 - July 2014
Liqui-Box January 2013 - May 2013
Morgan Stanley May 2009 - July 2012
Americorp State September 2008 - May 2009
JP Morgan June 2008 - August 2008
Americorps September 2007 - May 2008
Ernie Guzman Pontiac and GMC May 2007 - August 2007
Ernie Guzman Pontiac & GMC April 2006 - August 2006
Skills
Financial Analysis, Private Equity, Debt Restructuring, Operating Models, Operational Due..., Mergers & Acquisitions, Restructuring, Budget Process, Business Valuation, Capital Structure, Valuation Modeling, Industry Research, Access, Bloomberg, Financial Modeling, Investment Banking, Analysis, Microsoft Excel, Sales, PowerPoint
Education
Texas A&M University 2006 — 2010
Business Administration, Finance and Accouting
James Farrell, CRPC's Morgan Stanley Experience June 1997 - January 2003
Job Senior Financial Advisor/Vice President at Univest
Industry Financial Services
Experience
Univest Corp. January 2003 - Present
Morgan Stanley June 1997 - January 2003
Fidelity Bond & Mortgage Co. November 1993 - June 1997
Skills
Investment Management, Asset Management, Retirement Planning, Investments, Financial Advisory, Finance
Education
Temple University
BBA, Business Administration
Univest Corp. January 2003 - Present
Morgan Stanley June 1997 - January 2003
Fidelity Bond & Mortgage Co. November 1993 - June 1997
Skills
Investment Management, Asset Management, Retirement Planning, Investments, Financial Advisory, Finance
Education
Temple University
BBA, Business Administration
Christopher Moore, CFP®, CRPC®, MBA's Morgan Stanley Experience May 2010 - February 2011
Job Director of Financial Planning, Retirement Income Planners
Industry Investment Management
Experience
Retirement Income Planners June 2015 - Present
US Navy Reserve October 2011 - Present
JPMorgan Chase Bank, N.A. November 2013 - June 2015
Merrill Lynch November 2011 - November 2013
USAA February 2011 - November 2011
Morgan Stanley May 2010 - February 2011
Peak Investments January 2007 - May 2010
Skills
Customer Service, Insurance, Process Improvement, Sales, Series 63, Team Building
Education
Texas A&M University 2014 — 2014
Certified Financial Planner Program
Texas A&M University-Commerce 2011 — 2013
MBA, Accounting, 3.58
Texas A&M University 2001 — 2008
BS, Agricultural Economics, Spanish, 3.04
Retirement Income Planners June 2015 - Present
US Navy Reserve October 2011 - Present
JPMorgan Chase Bank, N.A. November 2013 - June 2015
Merrill Lynch November 2011 - November 2013
USAA February 2011 - November 2011
Morgan Stanley May 2010 - February 2011
Peak Investments January 2007 - May 2010
Skills
Customer Service, Insurance, Process Improvement, Sales, Series 63, Team Building
Education
Texas A&M University 2014 — 2014
Certified Financial Planner Program
Texas A&M University-Commerce 2011 — 2013
MBA, Accounting, 3.58
Texas A&M University 2001 — 2008
BS, Agricultural Economics, Spanish, 3.04
Travis Machen's Morgan Stanley Experience 2006 - Present
Job Managing Director at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley 2006 - Present
Keefe, Bruyette, & Woods 1999 - 2006
NASA Johnson Space Center 1998 - 1999
Education
Texas A&M University 1995 — 1999
Business
Morgan Stanley 2006 - Present
Keefe, Bruyette, & Woods 1999 - 2006
NASA Johnson Space Center 1998 - 1999
Education
Texas A&M University 1995 — 1999
Business
Larry Zalkin's Morgan Stanley Experience May 2012 - September 2013
Job
Industry Financial Services
Experience
Morgan Stanley May 2012 - September 2013
Merrill Lynch November 2009 - May 2012
Skills
Mutual Funds, Investment Advisory, Wealth Management, Retirement Planning, Investments, Estate Planning
Education
Temple University
Bachelor of Science (BS), Accounting and Finance
Morgan Stanley May 2012 - September 2013
Merrill Lynch November 2009 - May 2012
Skills
Mutual Funds, Investment Advisory, Wealth Management, Retirement Planning, Investments, Estate Planning
Education
Temple University
Bachelor of Science (BS), Accounting and Finance
Matt Apple's Morgan Stanley Experience December 1998 - February 2013
Job Financial Advisor at Raymond James Financial Inc.
Industry Financial Services
Experience
Laguna Wealth Serives February 2013 - Present
Raymond James Financial Inc. February 2013 - Present
Raymond James Financial Inc. February 2013 - Present
Morgan Stanley December 1998 - February 2013
Skills
Series 7, Wealth Management, Investments, Retirement Planning, Portfolio Management, Asset Allocation, Financial Advisory, Asset Management, Life Insurance, Investment Advisory, Investment Strategies, Bonds
Education
Texas A&M University 1992 — 1996
BS, Horticulture
Laguna Wealth Serives February 2013 - Present
Raymond James Financial Inc. February 2013 - Present
Raymond James Financial Inc. February 2013 - Present
Morgan Stanley December 1998 - February 2013
Skills
Series 7, Wealth Management, Investments, Retirement Planning, Portfolio Management, Asset Allocation, Financial Advisory, Asset Management, Life Insurance, Investment Advisory, Investment Strategies, Bonds
Education
Texas A&M University 1992 — 1996
BS, Horticulture
Mack Haisten's Morgan Stanley Experience 2014 - Present
Job Commercial Real Estate Finance at Morgan Stanley
Industry Banking
Experience
Morgan Stanley 2014 - Present
Bank of Texas 2009 - 2014
Skills
Financial Analysis, Portfolio Management, Commercial Real Estate, Loans, Management, Financial Modeling, Underwriting, Finance, Investments
Education
Texas Christian University
Bachelor's Degree, Finance, Management
Morgan Stanley 2014 - Present
Bank of Texas 2009 - 2014
Skills
Financial Analysis, Portfolio Management, Commercial Real Estate, Loans, Management, Financial Modeling, Underwriting, Finance, Investments
Education
Texas Christian University
Bachelor's Degree, Finance, Management
Liang Yao's Morgan Stanley Experience February 2008 - August 2011
Job Bank Examiner FRB of Philadelphia; Adjunct Professor Temple University
Industry Banking
Experience
Board Member - ISACA Philadelphia Chapter June 2013 - Present
Temple University August 2012 - Present
Federal Reserve Bank of Philadelphia August 2011 - Present
Morgan Stanley February 2008 - August 2011
Prudential Financial June 2007 - February 2008
Deloitte April 2005 - June 2007
Temple University April 2000 - April 2005
Concord Inc. April 1999 - April 2000
Skills
IT Audit, Enterprise Risk..., CISA, Sarbanes-Oxley Act, Risk Management, Internal Audit, Information Security, Information Security..., SAS70, Auditing, Internal Controls, Risk Assessment, Sarbanes-Oxley, Governance, Financial Risk, CISSP, Business Analysis, Business Continuity, Computer Security, Enterprise Architecture, Information Technology, Operational Risk..., Management
Education
Temple University 2000 — 2002
MS, Management Information Science
Temple University - Fox School of Business and Management 1993 — 1996
MBA
Board Member - ISACA Philadelphia Chapter June 2013 - Present
Temple University August 2012 - Present
Federal Reserve Bank of Philadelphia August 2011 - Present
Morgan Stanley February 2008 - August 2011
Prudential Financial June 2007 - February 2008
Deloitte April 2005 - June 2007
Temple University April 2000 - April 2005
Concord Inc. April 1999 - April 2000
Skills
IT Audit, Enterprise Risk..., CISA, Sarbanes-Oxley Act, Risk Management, Internal Audit, Information Security, Information Security..., SAS70, Auditing, Internal Controls, Risk Assessment, Sarbanes-Oxley, Governance, Financial Risk, CISSP, Business Analysis, Business Continuity, Computer Security, Enterprise Architecture, Information Technology, Operational Risk..., Management
Education
Temple University 2000 — 2002
MS, Management Information Science
Temple University - Fox School of Business and Management 1993 — 1996
MBA
Scott Soler's Morgan Stanley Experience 1996 - 2006
Job Principal at Limestone Value Partners
Industry Investment Management
Experience
Limestone Value Partners April 2011 - Present
Quantum Energy Partners 2006 - 2011
Morgan Stanley 1996 - 2006
Skills
Due Diligence, Private Equity, Investments, Financial Modeling, Valuation, Portfolio Management, Equities, Equity Research, Corporate Finance, Asset Management, Financial Analysis, Mergers & Acquisitions, Capital Markets, Hedge Funds, Investment Banking, Alternative Investments, Mutual Funds, Energy, Management, Fixed Income, Venture Capital
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance
Texas A&M University 1987 — 1991
BBA, Accounting
Limestone Value Partners April 2011 - Present
Quantum Energy Partners 2006 - 2011
Morgan Stanley 1996 - 2006
Skills
Due Diligence, Private Equity, Investments, Financial Modeling, Valuation, Portfolio Management, Equities, Equity Research, Corporate Finance, Asset Management, Financial Analysis, Mergers & Acquisitions, Capital Markets, Hedge Funds, Investment Banking, Alternative Investments, Mutual Funds, Energy, Management, Fixed Income, Venture Capital
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance
Texas A&M University 1987 — 1991
BBA, Accounting
Raghu Kunde's Morgan Stanley Experience June 1999 - September 2011
Job Vice President
Industry Financial Services
Experience
JPMorgan Chase September 2011 - Present
Morgan Stanley June 1999 - September 2011
Institute of Survey Research May 1998 - June 1999
Education
Temple University 1997 — 1999
MS, Mechanical Engineering
M.V.S.R Engineering College 1993 — 1997
BE, Mechanical Engineering
JPMorgan Chase September 2011 - Present
Morgan Stanley June 1999 - September 2011
Institute of Survey Research May 1998 - June 1999
Education
Temple University 1997 — 1999
MS, Mechanical Engineering
M.V.S.R Engineering College 1993 — 1997
BE, Mechanical Engineering
Sean Eimer's Morgan Stanley Experience June 2011 - August 2011
Job Corporate Finance/Restructuring Consultant at FTI Consulting
Industry Financial Services
Experience
FTI Consulting October 2014 - Present
Goldman Sachs July 2012 - October 2014
Morgan Stanley June 2011 - August 2011
Skills
Bloomberg, Investment Banking, Financial Analysis, Valuation, Financial Modeling, Corporate Finance, Equities, Investments, Due Diligence, Finance, Analysis, Restructuring, Debt Restructuring
Education
Texas A&M University 2008 — 2012
Bachelor of Science (B.S.), Industrial Engineering
London School of Economics and Political Science 2010 — 2010
Summer School, Economics and International Relations
Westlake High School 2004 — 2008
FTI Consulting October 2014 - Present
Goldman Sachs July 2012 - October 2014
Morgan Stanley June 2011 - August 2011
Skills
Bloomberg, Investment Banking, Financial Analysis, Valuation, Financial Modeling, Corporate Finance, Equities, Investments, Due Diligence, Finance, Analysis, Restructuring, Debt Restructuring
Education
Texas A&M University 2008 — 2012
Bachelor of Science (B.S.), Industrial Engineering
London School of Economics and Political Science 2010 — 2010
Summer School, Economics and International Relations
Westlake High School 2004 — 2008
Ray Broughton's Morgan Stanley Experience 1998 - 2002
Job Account Manager II at The Standard
Industry Financial Services
Experience
The Standard January 2010 - Present
Ascensus July 2004 - January 2010
Angell Pension Group April 2002 - January 2004
Morgan Stanley 1998 - 2002
Education
Texas A&M University 1988 — 1994
BA, Speech Communications
The Standard January 2010 - Present
Ascensus July 2004 - January 2010
Angell Pension Group April 2002 - January 2004
Morgan Stanley 1998 - 2002
Education
Texas A&M University 1988 — 1994
BA, Speech Communications
Aster Meskel's Morgan Stanley Experience February 2004 - December 2004
Job at
Industry Financial Services
Experience
ICMA-RC January 2015 - Present
ICMA-RC January 2008 - December 2014
Wachovia Bank January 2005 - January 2008
Morgan Stanley February 2004 - December 2004
Education
Temple University - Fox School of Business and Management 2001 — 2003
MBA, Finance
ICMA-RC January 2015 - Present
ICMA-RC January 2008 - December 2014
Wachovia Bank January 2005 - January 2008
Morgan Stanley February 2004 - December 2004
Education
Temple University - Fox School of Business and Management 2001 — 2003
MBA, Finance
John Scarpello's Morgan Stanley Experience April 2001 - July 2002
Job Funding Analyst
Industry Retail
Experience
Imperial bag and paper June 2013 - Present
Bed Bath & Beyond December 2010 - Present
Bed Bath & Beyond December 2007 - July 2010
Citizen's Home Loan February 2005 - December 2007
Crown Mortgage Services August 2002 - December 2005
Morgan Stanley April 2001 - July 2002
BHC Securities, SIG, Hill Thompson Magid June 1998 - February 2001
Skills
Trading, Equities, Mortgage Banking, Loans, Time Management, Management, Risk Management, Logistics, Warehousing, Retail, Sales, Investments, Banking, Operations Management, Finance, Financial Analysis, Inventory Control, Inventory Management
Education
Wharton School, University of Pennsylvania 1996 — 1996
Marketing/ Economics
Temple University 1986 — 1988
Business Administration, Management and Operations
Imperial bag and paper June 2013 - Present
Bed Bath & Beyond December 2010 - Present
Bed Bath & Beyond December 2007 - July 2010
Citizen's Home Loan February 2005 - December 2007
Crown Mortgage Services August 2002 - December 2005
Morgan Stanley April 2001 - July 2002
BHC Securities, SIG, Hill Thompson Magid June 1998 - February 2001
Skills
Trading, Equities, Mortgage Banking, Loans, Time Management, Management, Risk Management, Logistics, Warehousing, Retail, Sales, Investments, Banking, Operations Management, Finance, Financial Analysis, Inventory Control, Inventory Management
Education
Wharton School, University of Pennsylvania 1996 — 1996
Marketing/ Economics
Temple University 1986 — 1988
Business Administration, Management and Operations
Fisayo Akinwande's Morgan Stanley Experience July 2012 - November 2012
Job MS Finance Candidate at The Villanova School of Business
Industry Financial Services
Experience
Morgan Stanley July 2012 - November 2012
Lincoln Financial Advisors August 2011 - December 2011
KPMG June 2010 - August 2010
Skills
Financial Analysis, Financial Modeling, Valuation, Corporate Finance
Education
Villanova University 2013 — 2014
Master of Science (MS), Finance
Temple University 2008 — 2012
BBA, Finance and Economics
Morgan Stanley July 2012 - November 2012
Lincoln Financial Advisors August 2011 - December 2011
KPMG June 2010 - August 2010
Skills
Financial Analysis, Financial Modeling, Valuation, Corporate Finance
Education
Villanova University 2013 — 2014
Master of Science (MS), Finance
Temple University 2008 — 2012
BBA, Finance and Economics
bill connerly's Morgan Stanley Experience 1997 - 2008
Job Wholesaler at Texas
Industry Music
Divya Chundru's Morgan Stanley Experience May 2000 - July 2001
Job Attorney at Cooksey & Marcin, PLLC
Industry Law Practice
Experience
Cooksey & Marcin, PLLC November 2013 - Present
Harris, Hilburn & Sherer March 2004 - October 2013
Morgan Stanley May 2000 - July 2001
Skills
Litigation, Civil Litigation, Mediation, Legal Research, Project Planning, Negotiation, Corporate Law, Commercial Litigation, Arbitration, Courts, Product Liability
Education
University of Houston Law Center 2001 — 2004
Doctor of Law (JD)
Texas A&M University 1997 — 2000
Bachelor of Science (BS), Political Science
Cooksey & Marcin, PLLC November 2013 - Present
Harris, Hilburn & Sherer March 2004 - October 2013
Morgan Stanley May 2000 - July 2001
Skills
Litigation, Civil Litigation, Mediation, Legal Research, Project Planning, Negotiation, Corporate Law, Commercial Litigation, Arbitration, Courts, Product Liability
Education
University of Houston Law Center 2001 — 2004
Doctor of Law (JD)
Texas A&M University 1997 — 2000
Bachelor of Science (BS), Political Science
Nilesh Ghubade's Morgan Stanley Experience August 2012 - December 2013
Job Vice President at Bank of America
Industry Investment Banking
Experience
Bank of America December 2013 - Present
Morgan Stanley August 2012 - December 2013
Barclays Capital August 2008 - August 2012
JP Morgan May 2006 - August 2008
Skills
Microsoft SQL Server, .NET, C#, Options, Requirements Analysis, Software Project..., Fixed Income, Derivatives, Trading Systems, Investment Banking, SDLC, Project Management, ETL
Education
Temple University 2001 — 2003
MS, Computer Science
University of Mumbai
Bank of America December 2013 - Present
Morgan Stanley August 2012 - December 2013
Barclays Capital August 2008 - August 2012
JP Morgan May 2006 - August 2008
Skills
Microsoft SQL Server, .NET, C#, Options, Requirements Analysis, Software Project..., Fixed Income, Derivatives, Trading Systems, Investment Banking, SDLC, Project Management, ETL
Education
Temple University 2001 — 2003
MS, Computer Science
University of Mumbai
Corinthian Thomas's Morgan Stanley Experience April 2011 - February 2012
Job Vice President of Compliance, JP Morgan Chase
Industry Financial Services
Experience
JPMorgan Chase July 2014 - Present
Retreat Capital Management Group February 2012 - July 2014
Morgan Stanley April 2011 - February 2012
Saxon Mortgage August 2010 - April 2011
JPMorgan Chase July 2006 - August 2010
Bear Stearns July 2006 - August 2010
Citi June 2005 - July 2006
Citi May 2003 - June 2005
Citi January 2001 - May 2003
Skills
Default, Servicing, Risk, Compliance, Internal Audit, Operational Risk..., Internal Controls, Mortgage, Securities, Risk Management, Regulatory Reporting, Mortgage Servicing, Retail Banking, Commercial Banking, Mortgage Banking, Risk Assessment, Credit Risk, Loss Mitigation, Loan Servicing, Financial Risk, Mortgage Lending, Process Improvement, Analysis, Auditing, Vendor Management, Operational Risk, Residential Mortgages, Due Diligence, AML
Education
Texas A&M University
University of North Texas
JPMorgan Chase July 2014 - Present
Retreat Capital Management Group February 2012 - July 2014
Morgan Stanley April 2011 - February 2012
Saxon Mortgage August 2010 - April 2011
JPMorgan Chase July 2006 - August 2010
Bear Stearns July 2006 - August 2010
Citi June 2005 - July 2006
Citi May 2003 - June 2005
Citi January 2001 - May 2003
Skills
Default, Servicing, Risk, Compliance, Internal Audit, Operational Risk..., Internal Controls, Mortgage, Securities, Risk Management, Regulatory Reporting, Mortgage Servicing, Retail Banking, Commercial Banking, Mortgage Banking, Risk Assessment, Credit Risk, Loss Mitigation, Loan Servicing, Financial Risk, Mortgage Lending, Process Improvement, Analysis, Auditing, Vendor Management, Operational Risk, Residential Mortgages, Due Diligence, AML
Education
Texas A&M University
University of North Texas
Russell Goldstein, CRPC®'s Morgan Stanley Experience October 2012 - Present
Job Finance
Industry Financial Services
Experience
Morgan Stanley October 2012 - Present
Wells Fargo Advisors, LLC February 2008 - October 2012
Skills
Series 7, Financial Planning, Investments, Retirement Planning, 401k, Stocks, Bonds, Mutual Funds, ETFs, Series 66, Investment Strategies, Retirement Plans, Pensions, Profit Sharing, Defined Benefit, IRA's, Closed-end Funds
Education
Temple University - Fox School of Business and Management
Finance
Morgan Stanley October 2012 - Present
Wells Fargo Advisors, LLC February 2008 - October 2012
Skills
Series 7, Financial Planning, Investments, Retirement Planning, 401k, Stocks, Bonds, Mutual Funds, ETFs, Series 66, Investment Strategies, Retirement Plans, Pensions, Profit Sharing, Defined Benefit, IRA's, Closed-end Funds
Education
Temple University - Fox School of Business and Management
Finance
G. David Lane's Morgan Stanley Experience February 2001 - September 2001
Job Automotive Sales Representative at Red River Auto
Industry Automotive
Experience
Red River Auto March 2004 - Present
Morgan Stanley February 2001 - September 2001
Gaylord Entertainment April 1989 - July 2000
Education
Tennessee State University 1994 — 1998
BBA, Economics & Finance
Munster High School 1976 — 1980
Red River Auto March 2004 - Present
Morgan Stanley February 2001 - September 2001
Gaylord Entertainment April 1989 - July 2000
Education
Tennessee State University 1994 — 1998
BBA, Economics & Finance
Munster High School 1976 — 1980
Bryant Dang's Morgan Stanley Experience June 2013 - August 2013
Job
Industry Investment Banking
Experience
Goldman Sachs June 2015 - August 2015
KBW June 2014 - August 2014
Morgan Stanley June 2013 - August 2013
Elle Investments Inc. December 2012 - April 2013
NCR Corporation August 2012 - December 2012
Outward Bound Adventures July 2011 - July 2011
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Word, Customer Service, Access, Leadership, Teamwork, Team Leadership, Data Analysis, Event Planning, Due Diligence, Outlook, Tennis, Accounting, Finance, Valuation, SPSS
Education
Texas A&M University 2011 — 2015
Bachelor of Business Administration - Finance, Investment Banking Program, Senior
Goldman Sachs June 2015 - August 2015
KBW June 2014 - August 2014
Morgan Stanley June 2013 - August 2013
Elle Investments Inc. December 2012 - April 2013
NCR Corporation August 2012 - December 2012
Outward Bound Adventures July 2011 - July 2011
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Word, Customer Service, Access, Leadership, Teamwork, Team Leadership, Data Analysis, Event Planning, Due Diligence, Outlook, Tennis, Accounting, Finance, Valuation, SPSS
Education
Texas A&M University 2011 — 2015
Bachelor of Business Administration - Finance, Investment Banking Program, Senior
Melissa Strilka's Morgan Stanley Experience April 2015 - Present
Job Service Associate for Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2015 - Present
Citibank December 2013 - April 2015
Firstmark Credit Union September 2009 - August 2013
Swarovski September 2006 - September 2009
Dillards January 2000 - September 2006
Skills
Financial Services, Banking, Retail Banking, Financial Analysis, Risk Management, Event Planning, Multi Tasking, Adaptability, Coaching and Training, Process Improvement, Team Leadership, Customer Service, Program Management
Education
Texas Christian University 1995 — 1999
Bachelor of Business Administration (BBA), International Management
Judson High School 1992 — 1995
Morgan Stanley April 2015 - Present
Citibank December 2013 - April 2015
Firstmark Credit Union September 2009 - August 2013
Swarovski September 2006 - September 2009
Dillards January 2000 - September 2006
Skills
Financial Services, Banking, Retail Banking, Financial Analysis, Risk Management, Event Planning, Multi Tasking, Adaptability, Coaching and Training, Process Improvement, Team Leadership, Customer Service, Program Management
Education
Texas Christian University 1995 — 1999
Bachelor of Business Administration (BBA), International Management
Judson High School 1992 — 1995
Charlton White's Morgan Stanley Experience September 1989 - July 2012
Job Senior Distillates Trader at Astra Oil
Industry Oil & Energy
Experience
Astra Oil June 2013 - Present
Morgan Stanley September 1989 - July 2012
Skills
Risk Management, Energy, Commodity Markets, Derivatives, Commodity, Trading, Financial Modeling, Management, Hedging, Project Management, Microsoft Excel, Negotiation
Education
Texas A&M University 1986 — 1987
Master of Business Administration (MBA), Finance, General
United States Merchant Marine Academy 1982 — 1986
Bachelor of Science (BS), Nautical Science
Astra Oil June 2013 - Present
Morgan Stanley September 1989 - July 2012
Skills
Risk Management, Energy, Commodity Markets, Derivatives, Commodity, Trading, Financial Modeling, Management, Hedging, Project Management, Microsoft Excel, Negotiation
Education
Texas A&M University 1986 — 1987
Master of Business Administration (MBA), Finance, General
United States Merchant Marine Academy 1982 — 1986
Bachelor of Science (BS), Nautical Science
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS