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.
Morgan Stanley Salaries. You can even request information on how much does Morgan Stanley pay if you want to. Learn about salaries, pros and cons of working for Morgan Stanley directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
Transamerica June 2014 - Present
Bank of America 2003 - 2010
Morgan Stanley 1992 - 2003
Skills
Alternative Investments, Series 63, Wealth Management, Risk Management, Retirement Planning, Investments, Series 7, Mortgage Lending, Financial Services, Fixed Annuities, Portfolio Management, Credit, Mutual Funds, Strategic Financial..., Banking, Insurance, Securities, Fixed Income
Education
Oglethorpe University; Georgia State University; Art Institute of Atlanta
The American College
CLU, EPC
Robert W. Baird & Co. June 2015 - August 2015
CA Partners, LLC January 2014 - May 2015
Morgan Stanley June 2013 - August 2013
Total Assessment Solutions Corp June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Access, Teamwork, Microsoft Office, Research, English, Windows, Time Management, Public Speaking, Data Entry, Event Planning
Education
Texas Christian University - M.J. Neeley School of Business 2012 — 2016
Bachelor's Degree, Finance and Accounting
Texas Woman's University Assistant RegistrarWest Coast UniversityJuly 2013 - Present
Morgan Stanley March 1999 - November 2005
Skills
Customer Service, Higher Education, Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, Event Planning, Leadership, Microsoft Word, Strategic Planning
Education
Texas Woman's University 2010 — 2012
Holguin & Sy Wealth Management March 2014 - Present
Merrill Lynch October 2002 - February 2014
Banc of America Investments October 2002 - October 2009
Morgan Stanley July 1996 - October 2002
Yerba Buena Center for the Arts 1993 - 1996
Center for the Arts 1992 - 1993
Skills
Retirement Planning, Investment Strategies, Financial Advisory, Securities, Asset Allocation, Finance, 401k, Financial Services, ETFs, Capital Markets, Investments, Mutual Funds, Bonds, IRAs, Retirement, Relationship Management, Credit Analysis, Fixed Income, Equities, College Funding..., 529 Plans, Long Term Care Insurance, Management, Wealth
Education
University of California, Berkeley 1987 — 1991
BA, Economics
The American College 2002 — 2004
CERTIFIED FINANCIAL PLANNER™ Certificant
El Rancho High School 1984 — 1986
High School
Morgan Stanley June 2015 - Present
Wells Fargo Advisors, LLC April 2013 - May 2015
Skills
Investments, Portfolio Management, Strategic Financial..., Estate Planning, Financial Advisory, Series 7
Education
Texas State University-San Marcos
Bachelor of Business Administration (BBA), Finance
Wells Fargo Advisors April 2014 - Present
First Southwest Company April 2013 - January 2014
Morgan Stanley August 2012 - March 2013
RBC Wealth Management August 2008 - March 2012
Bear, Stearns & Company September 2006 - August 2008
HD Vest Financial Services December 2004 - September 2006
The MONY Group April 2003 - December 2004
Alpha Capital Management September 2002 - April 2003
Texas State Securities Board October 2001 - September 2002
Education
Texas State University-San Marcos 1987 — 1993
Bachelor of Arts (B.A.)
Ameriprise Financial Services, Inc. June 2014 - Present
Ameriprise Financial September 2013 - Present
Ameriprise Financial Services, Inc. 2007 - 2013
Citigroup 2000 - 2007
USMC 2000 - 2004
Morgan Stanley 1998 - 2000
USMC 1982 - 1996
Education
The Citadel 1989 — 1992
Bachelors, English
St. James 1978 — 1982
UCLA Anderson School of Management
Entrepreneurship
Yelp July 2014 - Present
Yelp.com January 2013 - June 2014
Yelp June 2010 - December 2012
Yelp July 2008 - May 2010
Allison & Partners June 2007 - July 2008
Morgan Stanley June 2006 - May 2007
Skills
Sales, Sales Management, Salesforce.com, Social Media Marketing, Online Advertising, Cold Calling, Mobile Advertising, Inside Sales, Public Relations, Advertising Sales, Social Media, Leadership, Advertising, CRM, PPC, SEO, Marketing Strategy, Training, Strategy, Marketing, Management, Lead Generation, Digital Strategy, Online Marketing, Sales Presentations, Sales Operations, Press Releases, Digital Marketing, Search Advertising, Email Marketing, Google Adwords, Sales Process, Mobile Marketing, Start-ups, Brand Management, Local Search, Social Networking
Education
University of California, Berkeley 2003 — 2007
BA, Mass Communications, 3.33 GPA
American University of Paris 2006 — 2006
Study Abroad - January 2006 to June 2006, International Business, Marketing
Administrator Plus July 2013 - Present
Symphonic Source February 2013 - June 2013
2Xoffice May 2012 - December 2012
RealPage, Inc. January 2010 - May 2012
RealPage, Inc. April 2006 - December 2009
RealPage, Inc. December 2004 - April 2006
Skywire Software December 2001 - November 2004
JP Mobile December 2000 - October 2001
Morgan Stanley May 1999 - May 2000
Sewell Automotive Companies 1997 - 1997
Skills
Salesforce.com, Sales Management, SaaS, Direct Sales, B2B, Lead Generation, Microsoft Excel, Analytics, Business Development, Commissioning, Sales, Solution Selling, Business Intelligence, Account Management, CRM
Education
Texas Tech University - Rawls College of Business 1994 — 1998
BBA, Marketing
JPMorgan Chase May 2012 - Present
Nationstar Mortgage May 2003 - May 2012
Morgan Stanley August 2002 - March 2003
Skills
Loans, Mortgage Lending, Loan Origination, Credit Analysis, Credit, Mortgage Banking, Mortgage Servicing, Mortgage Compliance, Residential Mortgages, Financial Risk
Education
Texas Woman's University 2000 — 2003
Bachelor's degree, Finance, Graduated magna cum laude
Dr. Shel Wellness & Medical Spa July 2013 - Present
CEMEX December 2012 - July 2013
The Write Plate December 2008 - December 2012
UBS February 2008 - December 2012
Morgan Stanley May 1998 - June 2004
McCann February 1996 - May 1998
Nine West Group September 1994 - December 1995
Skills
Sandler, Sales, Training, Management, Leadership, Market Research, Budgets, Marketing, SAP, Risk Management, Negotiation, Purchasing, Advertising, Strategy, Microsoft Office, Sales Management, PowerPoint, CRM, Team Building, Account Management, Customer Service, Forecasting, Sales Operations, Direct Sales, New Business Development, Sales Process, Salesforce.com, Time Management, Cold Calling, Contract Negotiation
Education
American University of Paris
The Art Institute International - Dallas
Associate of Arts and Sciences (AAS), Fashion Merchandising, 3.7
The University of Texas at San Antonio 1992 — 1993
General Studies
Kupiec Investment Group January 2003 - Present
Morgan Stanley January 2001 - December 2002
Prudential Securities March 1996 - January 2001
Skills
Securities, Investments, Asset Management, Mutual Funds, Insurance, Bonds, Annuities, Stocks, Retirement Planning, Series 7, Financial Planning, Portfolio Management, Wealth Management, Asset Allocation, Equities, Estate Planning, Fixed Income, Investment Advisory, Retirement, Alternative Investments, Options, Hedge Funds, Financial Analysis, Series 63, 401k, Long Term Care, Real Estate
Education
University of Dayton 1991 — 1995
BS, Finance, General
American College 1999 — 2001
CFP®, CERTIFIED FINANCIAL PLANNER™ Curriculum
Griswold Capital Strategies August 2011 - Present
Merrill Lynch July 2007 - August 2011
Morgan Stanley January 1999 - July 2007
Olde Discount 1995 - 1998
Skills
Investment Advisory, Retirement Planning, Wealth Management, Investment Strategies, Financial Planning, Retirement, Financial Advisory, Asset Management, Series 63, Strategic Financial..., Investment Management, Asset Allocation, Investments, Series 7, Mutual Funds, Alternative Investments, Uniform Combined State..., Equities, IRAs, Estate Planning, Personal Tax Planning, Tax Preparation
Education
The American College 2003 — 2004
Financial Planning
Thrivent Financial January 2012 - Present
Morgan Stanley 2010 - 2011
Century Tax and Financial Services 2009 - 2010
Skills
Business Analysis, Management, Project Management, Vendor Management, Risk Management, Change Management, Leadership, Process Improvement, Program Management, Outsourcing
Education
Licenses and Designations
The Catholic University of America
Engineer's Degree, Chemical Engineering
S & P Consultants LLC September 2014 - Present
Realty Pro November 2007 - Present
Demarle at Home May 2011 - May 2014
Schonbraun McCann Group, NJ 2004 - 2005
Morgan Stanley 2002 - 2004
Skills
Merchandising, Customer Service, Marketing, Team Building, Sales, Inventory Management, Sales Management, Forecasting, Budgets, Marketing Strategy, Direct Sales, Customer Satisfaction, New Business Development, Strategic Planning, Cross-functional Team..., Selling, Online Marketing, Social Media, Entrepreneurship, Finance, Email Marketing, Account Management, Product Development, Direct Marketing
Education
Southwest Texas State University 1998 — 2000
Bachelor of Business Administration (BBA), Economics & Finance
Texas State University-San Marcos 1998 — 2000
Bachelor of Business Administration (BBA), Finance and Economics
Wells Fargo Advisors, LLC November 2012 - Present
Morgan Stanley August 2008 - November 2012
Skills
Financial Services
Education
University of Phoenix 2005 — 2007
Master of Business Administration (M.B.A.), Global Management
The Catholic University of America 1992 — 1996
Bachelor of Arts (B.A.), English Language and Literature
Presidio Knolls School October 2013 - Present
Kellett School – British International School December 2011 - June 2012
JPMorgan Chase July 2006 - March 2009
JPMorgan Private Bank July 2003 - July 2006
IFC - International Finance Corporation January 2003 - July 2003
Morgan Stanley January 2003 - June 2003
Skills
Foreign Languages, Mandarin, Spanish
Education
The University of Hong Kong 2009 — 2011
Master's Degree, School of Chinese, Full-Time Post-Graduate Mandarin Degree
The American University 1998 — 2003
Bachelor's Degree, International Finance, GPA: 3.8/4.0, GPA in Major: 3.9/4.0. Magna Cum Laude
The Chinese University of Hong Kong 2002 — 2002
International Finance
Wells Fargo Advisors, LLC June 2013 - Present
Morgan Stanley April 2013 - May 2013
Allied Telecom Group November 2011 - April 2013
Capitol Endeavors, LLC October 2011 - April 2013
Herb Gordon Volvo June 2011 - November 2011
Circulation Promotions Unlimited, Inc. April 2011 - June 2011
Santoy Hospitality 2010 - 2011
Skills
Telecommunications, Customer Service, Customer Relations, Public Speaking, Microsoft Office, PowerPoint, Word, Excel, Research, Strategic Planning, Social Media, Account Management, Microsoft Excel, Sales, Networking, Training, Salesforce.com, Microsoft Word, VoIP, Security, Project Management, Troubleshooting, Managed Services, Cloud Computing, Process Improvement, Contract Negotiation, Direct Sales, New Business Development, Business Development, Program Management, Team Building, Leadership, Management, Solution Selling, Risk Management, Team Leadership, Customer Satisfaction, Strategic Partnerships, Sales Management, CRM, Cold Calling, Project Planning, Sales Process, Sales Operations, SaaS, Selling, Vendor Management, Customer Retention, Lead Generation, Data Center
Education
The Catholic University of America 2011 — 2016
BA/MSM, Business Management, 3.6 GPA
Thomas Sprigg Wootton High School 2005 — 2008
High School Diploma, General Studies
DevPoint Labs May 2014 - August 2014
Lowe's Home Improvement February 2011 - May 2014
Morgan Stanley June 2005 - November 2008
Skills
CSS, Web Development, Ruby on Rails, Ruby, HTML, HTML 5, JavaScript, Marketing, PostgreSQL, Customer Service, Retail, OS X, Github, Terminal, Git, jQuery, MySQL, HTML5
Education
Devpointlabs.com 2014 — 2014
Web Development. Full Stack, Web Applications
The Citadel 2000 — 2004
Bachelor's degree, Business Administration
Fishburne Military School 1995 — 1999
WisdomTree Asset Management May 2015 - Present
Brown Advisory November 2013 - January 2015
Morgan Stanley July 2013 - November 2013
Huntley Taverne September 2008 - December 2012
UBS Financial Services Inc June 2012 - August 2012
Fedway Associates June 2011 - August 2011
Gabriele Fitness and Performance September 2008 - May 2009
Education
Loyola University Maryland
Bachelor of Business Administration, Marketing
The Catholic University of America
Morgan Stanley May 2013 - Present
Susan G. Komen for the Cure September 2012 - May 2013
Morgan Stanley June 2012 - July 2012
Prosperity Bank May 2011 - June 2011
Prosperity Bank May 2010 - August 2010
Skills
Social Media, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Microsoft Access, Dreamweaver, Event Planning, Event Management, Corporate Events, Microsoft Office
Education
Texas Christian University - M.J. Neeley School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Marketing/Entrepreneurial Management
Lord, Abbett & Co. LLC September 2015 - Present
Loeb King Capital Management June 2014 - July 2014
Fox Television June 2013 - August 2013
Morgan Stanley June 2012 - August 2012
Skills
Equities, Financial Analysis, Hedge Funds, Marketing, Research, Microsoft Excel, Sales, Teamwork, Social Media, Social Networking
Education
The Catholic University of America 2011 — 2015
Finance
AMC Networks February 2014 - Present
Morgan Stanley June 2009 - February 2014
Skills
Corporate Finance, Investment Banking, Finance, Financial Audits, Financial Risk, Financial Reporting, Account Reconciliation, Anti Money Laundering, Product Control, Financial Accounting, Compliance, Vendor Management, Revenue Analysis, Strategic Financial..., Gross Profit Analysis, Cash Flow Forecasting, Balance Sheet Review, Financial Planning
Education
Budapest Business Scool 2011 — 2013
Master of Arts (MA), Banking, Corporate, Finance, and Securities Law
Budapest Business School 2007 — 2011
BA, Finance and Accountancy
The Chartered Institute of Management Accountants
Global Asset Management Firm September 2013 - Present
Goldman Sachs February 2008 - September 2013
Morgan Stanley March 2001 - February 2008
JP Morgan March 1998 - March 2001
Barclays Group September 1993 - March 1998
Skills
Mutual Funds, Mergers & Acquisitions, Credit, Investments, Derivatives, Equities, Hedge Funds, Credit Derivatives, Valuation, Capital Markets, Risk Management, Management, Bonds, Fixed Income, Alternative Investments, Prime Brokerage, Funding, Due Diligence, Asset Management, Investment Banking, Business Strategy, Corporate Finance, Financial Services
Education
The Chartered Institute of Management Accountants 1989 — 1993
Accounting, Cork Institute of Technology
Ford Motor Company of Canada February 2013 - Present
Loblaw Companies Limited June 2012 - January 2013
Wellpoint Anthem January 2012 - June 2012
Aetna April 2011 - December 2011
TD October 2010 - April 2011
Morgan Stanley November 2009 - October 2010
Duke Energy Corporation August 2007 - November 2009
Hartford Insurance Co May 2006 - August 2007
AT&T March 2004 - May 2006
Aetna March 2003 - March 2004
Skills
Program Management, Project Portfolio..., Software Project..., Project Planning, Project Coordination, Project Execution, Project Delivery, Project Implementation, MS Office Suite, MS Project, IBM Mainframe, Application Development, Test Management, Test Automation, Program Level End to..., Telecommunications..., Customer Billing &..., Retail Banking, Investment Banking, Property & Casualty..., Healthcare Information..., COBOL, Micro Focus COBOL, DB2, IMS DB/DC, CICS, CLIST, MQ Series, C, Defect Prevention &..., Java, SQL, Project Management, Software Documentation, Quality Assurance, Business Analysis, System Testing, Microsoft Project, Software Development, Requirements Analysis
Education
Thapar Institute of Engineering and Technology 1997 — 2001
Bachelor of Engineering (B.E.), Chemical Engineering
Caliber Home Loans June 2015 - Present
Mid America Mortgage, Inc September 2014 - March 2015
Stonegate Mortgage Corporation August 2013 - September 2014
Cornerstone Correspondent Lending September 2011 - July 2013
PennyMac Correspondent Lending November 2010 - September 2011
TIB - The Independent BankersBank March 2008 - August 2010
Washington Mutual March 2006 - September 2007
Tuttle Risk Management Services October 2005 - March 2006
Morgan Stanley August 2003 - March 2005
UBS Investment Bank May 2002 - August 2003
Skills
Mortgage Lending, Strategic Planning, Residential Mortgages, New Business Development, Contract Negotiation, Loans, Mortgage Banking, Banking, Loan Origination, Real Estate, Credit, Refinance, Credit Analysis, FHA
Education
Texas Tech University 1978 — 1982
BA
Citi September 2014 - Present
Bank of America June 2012 - September 2014
Fannie Mae June 2010 - June 2012
Morgan Stanley 2008 - 2010
Wells Fargo 2006 - 2008
Wells Fargo 1997 - 2006
Education
Texas Woman's University 2001 — 2003
Masters, Business Administration
US Trust/Bank of America January 2011 - Present
Merrill Lynch June 2003 - December 2010
Fiserv March 2002 - June 2003
Morgan Stanley March 1997 - March 2002
Phillips Petroleum May 1991 - March 1997
Skills
Investment Strategies, Asset Allocation, Wealth Management..., Private Banking, Mutual Funds, Investment Management, Estate Planning, Financial Advisory, Management, Investments, Capital Markets, Financial Modeling, Series 7, Credit, Investment Advisory, Wealth Management, Mortgage Lending, ETFs
Education
Texas Tech University - Rawls College of Business 1987 — 1991
Bachelor of Business Administration (BBA), Marketing, 3.4
CIMA The Wharton School-University of Pennsylvania
Conferences and Pryzbyla Management January 2012 - Present
Morgan Stanley June 2014 - August 2014
Skills
Banquets, Management, Microsoft Excel, Microsoft Word, Operations Management, Public Speaking, Customer Satisfaction, Team Building, Event Planning, Time Management, Leadership, Marketing
Education
The Catholic University of America 2011 — 2013
US Army September 2013 - Present
US Army March 2012 - September 2013
The Walt Disney Company May 2010 - December 2010
Cumulus Broadcasting May 2009 - August 2009
Morgan Stanley June 2008 - August 2008
Skills
Public Speaking, Military Training, Sales, Direct Sales, Market Research, Leadership, Microsoft Office, Team Building, PowerPoint, Customer Service, Team Leadership, Time Management, Microsoft Excel, Microsoft Word, Social Media, Training, Strategic Planning, Management, Leadership Development, Operations Management
Education
The Citadel 2006 — 2010
Bachelor's of Science, Business Administration
Athenian Consulting Group January 2012 - Present
Accenture April 2005 - December 2011
Morgan Stanley August 2003 - April 2005
Education
The University of Texas at Austin - The Red McCombs School of Business
Master of Business Administration (MBA)
Texas State University-San Marcos
Bachelor of Business Administration (B.B.A.), Finance, General
Morgan Stanley January 2014 - Present
Morgan Stanley Wealth Management January 2011 - Present
Morgan Stanley Smith Barney January 2009 - February 2011
Citigroup September 2007 - June 2009
Gargiulo + Partners April 2005 - September 2007
Larry R. Garland September 2003 - April 2005
New York Life Insurance Company April 1983 - April 2004
Skills
Writing, Marketing Communications, Public Speaking, Corporate Communications, Editing, Insurance, Investments, Copywriting, PowerPoint, Word, Marketing Strategy, Content Strategy, Content Development, Speech Writing, Newsletters, Editorial, Publishing, Strategic Communications, Press Releases, Creative Writing, Copy Editing, Web Content, Social Networking, Content Management, Proofreading, Internal Communications, Social Media Marketing, Journalism, Media Relations, Technical Writing, Public Relations
Education
The American College 2001 — 2003
CLU, Insurance and Investments
University of North Alabama 1973 — 1976
Bachelor of Arts, English, Business
Private Liberal Arts
Associate of Arts, General
American Funds June 2014 - Present
Sierra Investment Management, Inc. April 2012 - May 2014
Penniall & Associates August 2010 - February 2012
Griffin Pensions, Inc. December 2009 - July 2010
The Hartford October 2005 - January 2008
Payden & Rygel September 2003 - October 2005
American Funds Distributors, Inc. April 2002 - September 2003
Morgan Stanley August 1998 - March 2002
Westar Capital September 1996 - July 1998
Skills
Wealth Management, Retirement Plans, Series 7, Series 65, Series 63, Certified Financial..., Mutual Funds, Retirement Planning, 401k, Financial Advisory, Investment Management, Equities, Fixed Income, Financial Services, Pensions
Education
The American College 2001 — 2003
CFP Curriculum
University of California, Irvine 1994 — 1995
Extension Certificate Program, Computers in Graphic Design
University of Colorado at Boulder 1990 — 1993
BA, Communication
RS Investments December 2012 - Present
FMC Creative July 2012 - Present
BlackRock October 2005 - November 2011
Morgan Stanley December 2002 - April 2005
Barclays Global Investors February 2000 - July 2002
Montgomery Asset Management 1998 - 2000
JWT June 1993 - June 1996
Skills
Branding & Identity, Brand Implementation, Art Direction, Magazine Design, Creative Services, Project Management, Corporate Communications, Concept Development, Press Checks, Adobe Creative Suite, Negotiation, Communication Design, Visual Identity Systems, Brand Development, Graphic Design, Management, Typography, Creative Direction, Direct Mail, Web Development, Strategic Communications, Web Design, Dreamweaver, Graphics, Marketing Communications, Email Marketing, Strategy, Publications, Brochures, Collateral, Copywriting, Marketing Strategy, Corporate Branding, Creative Strategy, Information Graphics, Corporate Identity, HTML, Leadership, User Interface Design, Interaction Design, Direct Marketing, Logo Design, Marketing
Education
The Art Institute of California-San Diego
Morgan Stanley April 2014 - Present
Infinity Info Systems February 2008 - April 2014
KBW 2008 - 2010
ARAMARK May 2006 - September 2006
ARAMARK August 2005 - May 2006
Skills
Business Analysis, Project Management, Account Management, Management, CRM, Social Media, CRM Performance Analysis, Leadership, Business Intelligence, Training, Business Process, Software Documentation, Start-ups
Education
The Catholic University of America 2001 — 2005
BA, Media Studies
UBS Financial Services March 2009 - Present
Barry Brown Clay Studio @ Art Center of Corpus Christi September 2009 - Present
Smith Barney 2002 - 2009
Morgan Stanley 1992 - 2002
Kidder Peabody and Co 1983 - 1992
Cowen and Company 1981 - 1983
Education
Texas State University-San Marcos 1975 — 1980
BFA, Studio Art with Concentration in Ceramics
Morgan Stanley January 2015 - Present
Morgan Stanley April 2014 - December 2014
Cowen and Company January 2014 - March 2014
Cowen and Company July 2010 - December 2013
Cowen and Company July 2007 - June 2010
Pali Capital May 2006 - July 2006
Merrill Lynch January 2006 - April 2006
Pratt & Whitney May 2005 - July 2005
Skills
Leadership, Mergers & Acquisitions, Project Management, Investment Banking, Valuation, Trading, Financial Modeling, Portfolio Management, Capital Markets, Equities, Private Equity, Corporate Finance, M&A experience, Venture Capital, Investments
Education
The Citadel 2003 — 2007
B.S., Business Administration (Accounting), Minor in Spanish
Koch Ag & Energy Solutions, LLC July 2014 - Present
Merrill Lynch Commodities June 2012 - July 2014
Streettalk Advisors September 2010 - June 2012
SFMG Wealth Advisors June 2007 - August 2010
Morgan Stanley April 2006 - May 2007
Skills
Hedge Funds
Education
Texas Tech University 2003 — 2007
B.B.A., Finance
Financial Advantage Associates, Inc September 2009 - Present
Navy Federal Investments & Insurance May 2006 - September 2009
Morgan Stanley July 1987 - December 2003
Giant Food June 1976 - July 1987
Skills
Certified Financial..., Retirement Planning, 401k Rollovers, Estate Planning, Tax Planning, Strategic Financial..., Wealth Accumulation, Life Insurance, Long-term Care, Disability Insurance, Investments, Annuity Strategy, Portfolio Management, Asset Managment, Financial Planning, Insurance, IRAs, 401k, Roth IRA, Securities, Simple IRA, Bonds, Municipal Bonds, Stocks, Mutual Funds, ETFs, Retirement, Wealth Management, Financial Planners, Asset Management, Finance, Financial Analysis, Small Business, Investment Advisory
Education
University of Maryland College Park 1974 — 1979
BS, Business & Accounting
The Catholic University of America 1973 — 1974
Cantor Certificate, Liturgical Music
Whitman HS 1971 — 1974
HS Diploma
Consolidated-Tomoka Land Co. January 2012 - Present
N3 Real Estate October 2009 - December 2011
Morgan Stanley February 2008 - December 2008
N3 Real Estate July 2007 - February 2008
Crescent Real Estate February 2001 - May 2007
Skills
Due Diligence, Valuation, Asset Management, Dispositions, Investments, Finance, Real Estate, Real Estate Economics, Real Estate Development, Portfolio Management
Education
Texas Christian University - M.J. Neeley School of Business 2004 — 2006
MBA
MBA
Barclays Investment Bank December 2013 - Present
Barclays February 2012 - December 2013
Morgan Stanley August 2011 - November 2011
Barclays Capital April 2010 - November 2010
Cofunds September 2008 - March 2010
Cofunds September 2006 - September 2008
Skills
Financial Reporting, Strategic Financial..., Project Planning, Finance, Business Strategy, Financial Modeling, Business Analysis, Financial Analysis, Stakeholder Management, Risk Management
Education
The Chartered Institute of Management Accountants 2007 — 2010
CIMA
The University of Birmingham 2001 — 2005
BCom, Business Commerce
Watford Grammar School for Girls 1999 — 2001
A Levels, Economics, Business Studies, Home Economics
Watford Grammar School for Girls 1995 — 1999
GCSEs
Wells Fargo Advisors, LLC October 2006 - Present
Morgan Stanley July 1998 - October 2006
Barnett Banks, Trust Co. August 1990 - March 1998
Skills
Retirement Planning, Series 7, Uniform Combined State..., Series 63, Team Building, Vendor Management, Operations Management, Customer Satisfaction, Team Leadership, Microsoft Office, Budgets, Outlook, Management, Financial Services, Leadership, Sales, Coaching, Fixed Annuities, Training, Life Insurance, Estate Planning, Financial Planning
Education
The American College 2013 — 2015
CLU, Insurance and Retirement Planning
Morgan Stanley May 2014 - August 2014
Cosmic Jump January 2011 - August 2013
Skills
Leadership, Team Building, Committed to..., Problem Solving, Investments, Securities, Private Equity, Stock Management, Bloomberg Terminal, Sales, Portfolio Management, Valuation, Customer Service, Financial Modeling, Risk Management
Education
Texas Tech University 2013 — 2017
Bachelor of Business Administration (BBA), Investments and Securities
Morgan Stanley June 1989 - Present
Dean Witter January 1981 - June 1989
Skills
Equities, Wealth Management, Fixed Income, Series 7, Investment Banking, Alternative Investments, Investments, Hedge Funds, Capital Markets, Mutual Funds, Derivatives, Asset Allocation
Education
The Catholic University of America 1976 — 1979
Bachelor of Science (BS), Accounting
Groupon October 2013 - Present
Morgan Stanley January 2012 - August 2013
Morgan Stanley August 2010 - December 2011
Morgan Stanley June 2009 - August 2009
Skills
SQL, Perl / CGI, JavaScript, HTML 5, Flex, C++, Java, KDB+, Shell Scripting, RIA, MVC Architecture, Sybase, DB2, Linux, Distributed Systems, Information Technology, Perl, HTML, Eclipse, Web Applications, XML, C, AJAX, Mandarin, C#, Objective-C, Spring, Python, Bloomberg Terminal, Electronic Trading, Hibernate, Unix, Matlab, Object Oriented Design
Education
The Chinese University of Hong Kong 2006 — 2010
Bachelor of Engineering (B.Eng.), Information Engineering, Major GPA: 3.94/4.0 (First Honor)
Wells Fargo Advisors, LLC March 2008 - Present
Morgan Stanley August 1998 - March 2008
Merrill Lynch September 1996 - August 1998
Skills
Relationship Management, Financial Services, Risk Management, Securities, Strategic Planning, Brokerage, Financial Advisory
Education
California Lutheran University 2012 — 2016
Master of Business Administration (MBA), Financial Planning and Services
The American College 2004 — 2006
Chartered Financial Consultant
University of Colorado at Boulder 1988 — 1992
Bachelor of Arts (B.A.), Political Science and Government
Summit Financial Resources, Inc. July 2002 - Present
Morgan Stanley April 2001 - July 2001
Hornblower & Weeks Inc. June 1998 - April 2001
Continental Broker-Dealer Corp. March 1998 - June 1998
Global Financial Group, Inc. August 1997 - January 1998
United States Marine Corps 1994 - 1998
Skills
Investments, Financial Services, Portfolio Management, Retirement Planning, Finance, Equities, Investment Strategies, Wealth, Estate Planning, Financial Planning, Income Tax Planning, Fringe Benefit Planning, Insurance Planning, Mergers & Acquisitions, Strategic Financial..., Wealth Management, Insurance
Education
The American College 2009 — 2012
Chartered Financial Consultant (ChFC), Advanced Financial Planning
North Pocono High School 1990 — 1994
High School Diploma
Ameriprise Financial January 2001 - Present
Morgan Stanley April 1999 - December 2001
Eastman Chemical April 1996 - April 1999
Nanya Plastics May 1993 - April 1996
DuPont January 1989 - February 1992
Education
The American College 2009 — 2011
CFP, Certified Financial Planner
Clemson University 1988 — 1993
BSME, Mechanical Engineering
South Aiken 1985 — 1988
United Planners Financial Services January 2014 - Present
Aetas Resources October 2008 - January 2014
Veridian Energy March 2013 - December 2013
Aetas Financial Services, LLC October 2008 - December 2012
United Planners Financial Services May 2004 - December 2012
Executive Consultants, Inc. May 2004 - October 2008
Morgan Stanley April 2001 - May 2004
Executive Consultants, Inc. April 1996 - April 2001
Skills
Investments, Strategic Financial..., Strategy, Insurance, Fundraising, Finance, Small Business, Competitive Analysis, Estate Planning, Strategic Planning, Leadership, Marketing, Public Speaking, Team Building, Start-ups, Entrepreneurship, Coaching, Financial Services, Investment Management, Asset Allocation, Nonprofits, Analysis, Time Management
Education
The American College
Chartered Life Underwriter (CLU)
The American College
Chartered Financial Consultant (ChFC)
The University of New Mexico
Bachelors, Psychology/Business
Dale Carnegie Training Area ManagerArbonne International2005 - 2007
Junior League of Denver 2002 - 2005
Morgan Stanley 2000 - 2003
Education
Texas State University 1990 — 1994
The Citadel Foundation October 2005 - Present
Computer Sciences Corporation May 2003 - October 2005
Scientific Research Corporation February 2002 - May 2003
New England Financial May 2001 - February 2002
Morgan Stanley December 1999 - May 2001
Skills
Strategic Planning, Finance, Team Building, Customer Service, Nonprofits, Fundraising, Public Relations, Project Management, Program Management, Public Speaking, Budgets, Analysis, Team Leadership, Leadership, Financial Analysis, Outlook, Investments, Strategy, Training, Management, Project Planning, Accounting, Government, Leadership Development
Education
The Citadel 1979 — 1983
BS, Business Administration
Morgan Stanley June 2015 - August 2015
Nou Kong Holdings November 2013 - August 2014
BNP Paribas December 2011 - November 2013
BNP Paribas July 2010 - December 2011
The World Bank March 2009 - June 2009
Morgan Stanley January 2009 - March 2009
London Stock Exchange June 2008 - July 2008
Skills
Economics, Portfolio Management, Financial Modeling, Research, Valuation, Financial Markets, Analysis, Bloomberg, Investment Banking, Entrepreneurship, Venture Capital, Private Equity, Investments, Corporate Finance, Corporate Strategy...
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
The Chinese University of Hong Kong 2006 — 2010
Bachelor's, Accounting, Finance
University of California, Davis 2008 — 2009
Exchange (One-year), Managerial Economics
Heidrick & Struggles November 2010 - Present
Morgan Stanley January 2007 - January 2008
Morgan Stanley March 2006 - January 2007
Morgan Stanley December 2003 - December 2005
Morgan Stanley October 2001 - December 2003
Morgan Stanley January 2000 - January 2002
Skills
Executive Search, Leadership Development, Organizational..., Wealth Management, Alternative Investments, Asset Managment, Series 7, Hedge Funds, Financial Services, Investments, Capital Markets, Equities, Private Equity, Strategy, Asset Management, Series 63, Portfolio Management, Finance, Investment Management, Securities, FINRA, Leadership, Investment Strategies, Relationship Management, Executive Management, Fixed Income, Recruiting, Asset Allocation, Business Strategy, Financial Advisory, Mergers
Education
University of Pennsylvania - The Wharton School 1998 — 2000
Executive Education Program, Leadership
Texas Tech University 1982 — 1986
Bachelor of Business Administration, Finance
Morgan Stanley August 2014 - July 2015
MAIO Group November 2011 - June 2014
Aerotek January 2011 - January 2012
Enterprise Rent-A-Car September 2010 - December 2010
Skills
Recruiting, Sales, Analysis, Investments, Business Development, Management, Options, Sales Operations, Portfolio Management, Finance, Stocks, ETFs, Negotiation, Fixed Income, Fixed Annuities, Variable Annuities, Sales Process, Human Resources
Education
University of St. Thomas (TX) 2012 — 2014
Master of Business Administration (MBA), Finance
Texas Southern University 2005 — 2009
Bachelor's degree (Cum Laude), Economics
Atlantic Hall (Nigeria) 2000 — 2004
High School Diploma, Science Class
Evans Lending, Inc. December 2004 - October 2010
Morgan Stanley May 2000 - December 2004
Education
Texas State University-San Marcos 1997 — 2000
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Vanguard June 2012 - Present
Vanguard 2007 - June 2012
Vanguard 2005 - 2007
Morgan Stanley 2003 - 2005
Skills
Financial Modeling, Financial Analysis, ETFs, Investments, Strategic Planning, Business Analysis, Strategic Financial..., Finance, Mutual Funds, Analysis, Securities, Management, Equities, Leadership, Relationship Management, Financial Services, Data Analysis, Portfolio Management, Asset Management
Education
The Catholic University of America 2001 — 2005
Finance
Regions Financial Corporation September 2013 - Present
Ameriprise Financial Advisors April 2010 - September 2013
Smith Barney February 2006 - April 2010
Morgan Stanley May 2001 - February 2006
Education
The American College
CFP® Certification
JPMorgan Chase April 2013 - Present
Citibank November 2005 - April 2013
Q4i, Inc. June 2004 - November 2005
Chase Bank November 2003 - June 2004
Waldman Brothers February 2001 - November 2003
Morgan Stanley December 1999 - January 2001
Skills
Credit, Banking, Credit Analysis, Analysis, Business Planning, Commercial Banking, Commercial Lending, Credit Risk, Due Diligence, Finance, Financial Analysis, Financial Risk, Financial Services, Investments, Loans, Portfolio Management, Risk Management, Underwriting
Education
Texas Tech University
Bachelor's degree, Finance
Corporation Service Company January 2014 - Present
Greenville Financial Group October 2002 - December 2013
Morgan Stanley January 1991 - September 2002
Skills
Portfolio Management, Asset Management, Asset Managment, Wealth Management, Financial Services, Strategic Financial..., Finance, Small Business, Real Estate, Financial Planning, Management, Series 7, Investments, Public Speaking, Securities, Mutual Funds, Retirement Planning, Leadership, Marketing
Education
University of Pennsylvania - The Wharton School 2003 — 2004
Certificate Program, Finance and Financial Management Services
University of Delaware 1978 — 1983
BA, Political Science/Economics
Loomis Chaffee 1975 — 1978
Cannon Financial Institute
CWS, Certified Wealth Strategist
The American College
ChFC, Chartered Financial Consultant
Pinnacle Retirement Consultants, LLC July 2010 - Present
Summit Financial Resources, Inc. March 2009 - June 2010
Morgan Stanley March 2006 - March 2009
Retirement Strategies Group, LLC March 2003 - February 2006
International Planning Alliance, LLC January 2001 - March 2003
Concepts In Financial Planning, Inc. June 1983 - December 2000
CIGNA Corporation October 1978 - May 1983
Skills
Retirement Plan..., Wealth Preservation..., Relationship..., Financial Structuring, Asset Protection, Money Management, Strategic..., Training & Education, Corporate Benefit..., Risk Mitigation, Portfolio Management, Communication Skills, Series 7 - General..., Series 63 - Uniform..., Series 65 - State..., Life & Health Insurance..., Asset Allocation, Investments, Mutual Funds, Financial Advisory, Risk Management, Retirement Planning, Estate Planning, Strategic Financial..., Retirement, High Net Worth..., Wealth Management, Investment Advisory, Business Planning, Financial Planning, Insurance, Wealth, Finance
Education
The Citadel 1971 — 1975
BS, Business Administration
Westfield High School 1968 — 1971
College Prep
State Farm September 2015 - Present
State Farm March 2015 - August 2015
State Farm Insurance January 2004 - March 2015
State Farm Insurance June 2002 - January 2004
Morgan Stanley October 1998 - May 2002
Skills
Mutual Funds, Life Insurance, Retirement Planning, Development Of Teams, Sales Management, Public Speaking, Fixed Annuities, Entrepreneurship, Financial Services, Disability Insurance, Property & Casualty..., Term Life Insurance, Long-term Care, Insurance, Health Insurance
Education
University of Virginia 1987 — 1991
BA, History
The American College 2005 — 2010
ChFC
Thrivent Financial April 2006 - Present
TCF Investments 2002 - 2006
White Oaks Wealth Advisors February 2001 - October 2002
Morgan Stanley January 1999 - February 2001
Education
The American College 2008 — 2010
Certified Leadership Fellow (CLF) Designation
The University of North Dakota 1996 — 1998
Bachelor of Science (BS), Financial Management
Minnetonka High School 1988 — 1992
BKM Sowan Horan, LLP September 2015 - Present
Morgan Stanley December 2014 - Present
FirstCity Financial Corp. September 2013 - December 2014
Coach-Net September 2012 - September 2013
PlainsCapital Bank June 2011 - August 2012
Hotel Lumen- Kimpton Hotels April 2010 - May 2011
Skills
Word, PowerPoint,..., Microsoft Word, Calendars, Customer Service, Event Planning, Microsoft Office, Time Management, Event Management, Customer Satisfaction, Hospitality, Sales, Social Media, Teamwork, Salesforce.com, Marketing, Human Resources, Hotels, Data Entry, QuickBooks, Account Management, Invoicing, Budgets, Microsoft Excel, Organizational..., Customer Support, Client Relations Skills, PowerPoint, Management
Education
Texas Tech University 2006 — 2009
Bachelor's Degree, Hotel and Restaurant Management
AlertRespond, Inc. December 2014 - Present
IronGate Investment Management December 2013 - November 2014
Genworth Wealth Management May 2012 - December 2013
Global Microfinance Partners LLC June 2008 - May 2012
Deutsche Asset Management May 2006 - May 2008
Evergreen Investments April 2003 - June 2006
AIG SunAmerica March 2000 - March 2003
First Union Capital Management Group (Wachovia/Wells Fargo predecessor) February 1999 - March 2000
Morgan Stanley 1996 - 1998
Skills
Investments, Mutual Funds, Portfolio Management, Asset Management, Equities, Financial Services, Capital Markets, New Business Development, Public Speaking, Investment Strategies, Investment Management, Finance, Fixed Income, Microfinance, Marketing, Asset Managment, Financial Advisory, Retirement Planning, Emerging Markets, Wholesale, Banking, Sales, Alternative Investments, Selling, Series 7, 401k, Asset Allocation, Sales Operations, Securities, Wealth Management, Investment Banking, CRM, Management, Wholesaling
Education
The Citadel 1989 — 1993
B.S., Business Administration
Morgan Stanley July 2015 - Present
International Studies Abroad September 2014 - May 2015
T. Rowe Price October 2013 - May 2014
Rogers Custom Cleaners January 2012 - September 2013
Howard County General Hospital 2009 - 2010
Skills
Project Management, Team Leadership, Team Building, Time Management, Event Planning, Social Media, Microsoft Excel, Microsoft Word
Education
University of Maryland Baltimore County 2011 — 2015
Bachelor of Science (BS), Financial Economics
The American University of Rome
Study Abroad, Business Studies and International Relations
Centennial High School 2007 — 2011
Morgan Stanley April 2015 - Present
Morgan Stanley October 2012 - March 2015
Morgan Stanley Smith Barney October 2008 - October 2012
Morgan Stanley December 1998 - October 2008
Skills
Wealth Management, Financial Services, Mutual Funds, Retirement Planning, Applicant Tracking..., Asset Allocation, Investment Advisory, Investments, Talent Acquisition, Financial Advisory, 401k
Education
Texas Tech University 1994 — 1998
Bachelor Degree, Marketing
Collum, Wofford and Associates a financial advisory practice of Ameriprise Financial Services, Inc. October 2012 - Present
Morgan Stanley Smith Barney March 2003 - October 2012
Morgan Stanley April 2001 - February 2003
Merrill Lynch August 1998 - March 2001
Cameron-Brooks, Inc. January 1998 - August 1998
Education
Texas Tech University
Bachelor of Arts (B.A.), University Studies, Cum Laude
University of Pennsylvania - The Wharton School 2007 — 2008
The American College 2004 — 2006
Certified Financial Planner Curriculum
Direct Capital Corporation June 2015 - August 2015
Northeast Catholic College August 2012 - May 2015
Morgan Stanley March 2015 - March 2015
Austin Assisted Living Home September 2014 - March 2015
Stempkey Gardens May 2013 - August 2014
The College of Saint Mary Magdalen July 2012 - August 2012
Kroger May 2008 - May 2011
Skills
Customer Service, Research, Budgets, Spanish, Leadership, Residence Life, Process Improvement, Marketing Strategy, Team Leadership, Microsoft Office, Microsoft Word, Communication, Community Outreach, Higher Education
Education
The Catholic University of America 2015 — 2016
Master’s Degree, Business Analysis
College of St. Mary Magdalen 2011 — 2015
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities, Sophomore
Northeast Catholic College 2011 — 2015
Bachelor’s Degree, Liberal Arts and Sciences/Liberal Studies
Fidelity Investments August 2014 - Present
Morgan Stanley November 2012 - July 2014
United States Marine Corps February 2002 - April 2014
TD Ameritrade January 2010 - November 2012
1st Global July 2009 - January 2010
Fidelity Investments August 1999 - August 2008
Bank of America April 1997 - October 1998
Skills
Series 7, Series 63, Series 24, Microsoft Office, Strategic Leadership, Risk Assessment, Risk Management, Performance Management, Process Improvement, Building Relationships, Strategic Planning, Team Leadership, Cross-functional Team..., FINRA, Strategy, Mutual Funds, Call Centers, Financial Services, Uniform Combined State..., Talent Management, 401k, Asset Allocation, Securities, Investment Advisory, Options, Series 4, Series 9, Series 10, Series 66, Tactical Planning, Risk Mitigation, Talent Development, Career Development, Creative Problem Solving, Restoration, Results Focused, Customer Focus, Achiever, Strategic, Action Planning, Team Motivator, Influential, Organizational..., Quality Improvement, Training, Wealth Management, IRAs, Relationship Management, Trading, Stocks
Education
Texas Tech University 2011 — 2013
Master of Business Administration (M.B.A.), Business Adminstration
University of Phoenix 2007 — 2009
Bachelor of Applied Science (BASc), Management
Morgan Stanley July 2014 - Present
Morgan Stanley June 2012 - March 2015
University of Miami School of Business August 2008 - December 2011
Morgan Stanley Wealth Management June 2011 - August 2011
Goldman Sachs June 2010 - August 2010
Skills
Photoshop, Excel, Word, Microsoft Office, Facebook, PowerPoint, Social Media, Social Networking, Event Planning, Spanish, Research, Social Media Marketing, Public Speaking, Marketing, Customer Service, Event Management, Series 7, Series 63, Time Management, Microsoft Excel, Microsoft Word, Outlook
Education
The Chinese University of Hong Kong 2012 — 2012
Office of Academic Links
University of Miami 2008 — 2012
Bachelor of Business Administration, Marketing
Capoeira Luanda
Capoeira Luanda
Capoeira Luanda
Tricom Real Estate Group March 2015 - Present
Capview Partners October 2010 - November 2012
Dunhill Partners June 2007 - September 2010
Morgan Stanley January 2007 - May 2007
RR Donnelley Global Real Estate Services January 2006 - December 2006
Skills
Private Equity, Single Tenant, Acquisitions, Disposition, DST, REIT, Commercial Real Estate, Real Estate, Real Estate Economics, Argus Modeling, Corporate Real Estate, Finance, Location Intelligence, Real Estate Development, Real Estate Financing, Real Estate Private..., Tenant, Brokerage, Dispositions
Education
University of North Texas 2007 — 2008
Master of Science, Real Estate
Texas Woman's University 2004 — 2006
Bachelor in BA, Finance
CCIM 101
EY August 2014 - Present
Accenture November 2011 - Present
Airbnb August 2014 - August 2015
Wells Fargo Bank October 2008 - October 2009
Morgan Stanley August 2007 - August 2008
Skills
Financial Modeling, DCF, Financial Analysis, Bloomberg, Industry Analysis, Capital Markets, VBA, Equity Research
Education
The Chinese University of Hong Kong 2013 — 2013
Master of Science (MS), Risk Management
University of San Francisco 2009 — 2010
MBA, Finance
University of California, Davis 2006 — 2008
Bachelor of Engineering (BEng), Electrical Engineering
Houston Capital Partners July 2011 - Present
Strategic Financial Group/ MassMutual December 2001 - July 2011
The MONY Group June 1999 - December 2001
Morgan Stanley May 1998 - June 1999
Skills
Retirement Planning, Strategic Financial..., Investments, Wealth Management, Retirement, Insurance, Fixed Annuities, Life Insurance, Securities, Estate Planning, Mutual Funds, Series 7, Financial Planners, Disability Insurance, Investment Advisory, Series 63, Serier 65
Education
Texas State University 1995 — 1998
BBA, Marketing
Morgan Stanley July 2015 - Present
Morgan Stanley January 2015 - January 2015
Skills
Influential Leader, Portfolio Management, Financial Analysis, Fundamental Analysis, Public Speaking, Pattern Recognition, Microsoft Office, Microsoft Excel, Data Analysis
Education
University of Maryland College Park 2011 — 2015
Bachelor of Arts (BA), Communication, General
The American University of Rome 2014 — 2014
ZeroDB March 2015 - Present
Startups August 2012 - February 2015
Morgan Stanley June 2010 - July 2012
Skills
Financial Modeling, Financial Analysis, Clojure, Python, JavaScript, SQL, HTML, CSS, Web Development, Web Design, Vim, Start-ups, Entrepreneurship, Web Applications, Mobile Internet, Linux, Web Analytics, Mergers & Acquisitions, Investment Banking, Capital Markets, Valuation, LBO, Software Development, M&A experience, LaTeX, Management Consulting, Private Equity, Emerging Markets, Corporate Finance, Computer Security, Cryptography
Education
University of North Carolina at Chapel Hill 2006 — 2010
Recurse Center 2013 — 2013
Programming
The Chinese University of Hong Kong 2009 — 2009
Phillips Ambassador, Economics and Political Systems
Raymond James February 2013 - Present
Raymond James Morgan Keegan December 2004 - February 2013
Morgan Stanley March 1999 - December 2004
Avco Financial Services 1997 - 1999
Avco Financial Services 1993 - 1997
Skills
Retirement Planning, Wealth Management, Investment Management, Securities, Estate Planning, Investments, Strategic Financial..., Financial Advisory, Retirement Plan..., Asset Allocation, Risk Management, Wealth Management..., Finance, Charitable Gift Planning, Financial Planners, Mutual Funds, Investment Advisory, Education Planning, Asset Management, Alternative Investments, Succession Planning, Investment Strategies, Business Succession..., Financial Planning
Education
The American College 2003 — 2005
Financial Planning
University of Missouri-Columbia 1988 — 1991
BA, Political Science
R Judd Wealth Management January 2015 - Present
Century Management September 2005 - January 2015
Charles Schwab March 2000 - August 2005
Morgan Stanley June 1999 - February 2000
Skills
Portfolio Management, Investments, Wealth Management, Insurance, Investment Advisory, Financial Analysis, Equities, Alternative Investments, Securities, Asset Allocation, Financial Services, Asset Management, Finance, Series 7, Financial Modeling, Mutual Funds, Estate Planning, Relationship Management, Investment Strategies, Fixed Income, Investment Management, Financial Markets, Wealth Management..., Hedge Funds, Capital Markets, Investment Banking, Series 63, ETFs, Wealth, Private Equity, Corporate Finance, Banking, Equity Research, Financial Advisory, Credit Analysis, Bonds, Private Banking, High Net Worth..., Credit, Certified Financial..., Retirement Planning, Long-term Care, Series 65, Series 24, 401k, Personal Financial..., Separately Managed..., Uniform Combined State..., Financial Planners, IRAs
Education
The American College 2007 — 2007
ChFC®, Advanced Financial Planning
The American College 2007 — 2007
CLU®, Chartered Life Underwriter
The American College 2007 — 2007
CASL, Chartered Advisor for Senior Living
The American College 2006 — 2007
CFP®, Certified Financial Planner
The College of Wooster 1995 — 1999
Bachelor's Degree, Economics
Crescent Hospital System March 2013 - August 2013
Morgan Stanley September 2010 - September 2012
Skills
Microsoft Excel, PowerPoint, Research, Microsoft Office, Microsoft Word, Data Analysis, Outlook, Customer Service, Public Speaking, Strategic Planning, Financial Analysis, Financial Modeling, Analysis, Windows, Access, Time Management
Education
Texas Woman's University 2013 — 2016
Master of Health Systems Management & Master of Business Administration
The University of Texas at Dallas 2010 — 2012
Bachelor of Arts (B.A.), Biology, General
The University of Texas at Dallas 2010 — 2012
Bachelor of Arts (B.A.), Biology, General
Morgan Stanley January 2015 - Present
Education
Texas Tech University 1976 — 1980
Bachelor’s Degree, Finance, General
Morgan Stanley "Engage with Financial Advisors around the country and provide them with Capital Markets Investment ideas. Pitch and develop trade ideas and product recommendations directly to Financial Advisors. Gain a detailed understanding of the equity and fixed income capital markets." - Morgan Stanley$
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Research, Economics, Financial Analysis, Customer Service, English, Social Media, Public Speaking, Data Analysis, Accounting, Financial Modeling
Education
Villanova University 2012 — 2016
Bachelor of Business Administration (BBA), Finance and International Business
The American University of Rome 2014 — 2014
International Finance, A
Delbarton High School 2008 — 2012
PNC Investments November 2012 - Present
Navy Federal Brokerage Services October 2009 - October 2012
AIG SunAmerica April 2008 - September 2009
SunTrust Investment Services October 2005 - April 2008
Merrill Lynch January 2003 - October 2005
Morgan Stanley January 2001 - January 2003
Morgan Stanley January 1999 - January 2001
Education
The Catholic University of America
Politics
GE September 2013 - Present
E*TRADE Financial October 2008 - September 2013
Fuze September 2007 - February 2010
Bank of America February 2007 - September 2007
Morgan Stanley January 2005 - January 2007
GlobalLogic October 2004 - January 2005
Amdocs March 2004 - September 2004
Quark January 2001 - March 2004
Skills
Agile Methodologies, Web Services, XML, Java, Microsoft SQL Server, C#, Design Patterns, Perl, C++, Spring, SOA, SQL
Education
Thapar Institute of Engineering and Technology 1997 — 2001
B.E, Electornics
Morgan Stanley December 2012 - January 2015
UBS January 2009 - May 2011
Smith Barney August 2007 - January 2009
Southwest Securities 2006 - 2007
Education
Texas Woman's University 2004 — 2006
Bachelors, Education
Texas Tech University 2000 — 2004
Newman Smith Highschool 1996 — 2000
Vistaprint June 2012 - Present
e-Dialog June 2008 - June 2012
Morgan Stanley June 2006 - June 2008
UBS October 2005 - June 2006
Education
Texas Tech University 2001 — 2006
Wells Fargo Advisors, LLC February 2004 - Present
Morgan Stanley June 1993 - February 2004
Education
The Citadel 1989 — 1993
B.S., Business Administration
CSB Investments November 2013 - Present
PR Wealth Management Group January 2009 - November 2013
Northwestern Mutual March 2004 - January 2009
UBS September 2000 - April 2002
Morgan Stanley April 1998 - September 2000
Skills
Strategic Financial..., Estate Planning, Investments, Disability Insurance, Securities, Retirement Planning, Insurance Planning, Annuities, Wealth Management, Long Term Care, Term Life Insurance, Wealth Accumulation, Retirement Income..., Financial Planning, Insurance, Financial Services, Long Term Care Insurance, FINRA, Investment Advisory
Education
The American College 2003 — 2005
CLU, Financial Services
University of Iowa 1985 — 1989
Ancient History
Charles Schwab April 2013 - Present
NFP Securities November 2005 - April 2013
Broadway Brokerage Services, Inc. 2005 - 2005
Alliance Bernstein 2003 - 2005
Charles Schwab 1999 - 2002
Morgan Stanley 1998 - 1999
Education
Texas State University 1994 — 1998
BBA, Finance
Barclays Wealth and Investment Management February 2013 - Present
Morgan Stanley January 2009 - March 2013
Skills
Investments, Series 7, Securities, Finance, Wealth Management, Financial Analysis, FINRA, Valuation, Financial Modeling, Microsoft Excel, Portfolio Management, Series 63
Education
The Catholic University of America
Business Management
Sterling National Bank August 2015 - Present
Savoy Bank September 2014 - August 2015
Burke and Herbert Bank September 2012 - September 2014
Urban Land Institute February 2012 - May 2012
The National Herald June 2011 - August 2011
Mercedes Benz USA May 2010 - August 2010
Morgan Stanley June 2005 - August 2005
Skills
Microsoft Excel, Business Development, Fundraising, Spanish, Management, Marketing, Editing, Market Research, Accounting, Social Media, Real Estate, Financial Reporting, Competitive Analysis, Microsoft Office, Microsoft Word, Sales, Team Leadership, Public Relations, Analysis, Finance, Negotiation, Customer Service, Research, Financial Modeling, Public Speaking, Marketing Strategy, Real Estate Development, Financial Analysis, Event Planning, PowerPoint, Social Networking, Publications, Publishing, Writing
Education
The Catholic University of America 2008 — 2012
Northern Highlands Regional H.S
Morgan Stanley April 2005 - Present
Prudential Financial October 1990 - November 2004
Skills
Fixed Income
Education
The Catholic University of America 1986 — 1990
BA
Wells Fargo Advisors January 1991 - Present
Morgan Stanley November 1985 - January 1991
Education
Texas Lutheran University 1978 — 1981
Bachelor's degree, Finance, General
Legacy Mutual Mortgage February 2015 - Present
SecurityNational Mortgage Company #3116 August 2013 - February 2015
United Lending March 2013 - August 2013
Gold Star Mortgage Financial Group Corporation October 2011 - March 2013
@properties December 2007 - December 2011
USP Indicator Solutions GmbH December 2004 - December 2007
Morgan Stanley February 2001 - August 2003
Skills
Financial Markets, Mortgage Lending, Real Estate, Real Estate Financing, Residential Mortgages, Mortgage Banking
Education
University of Warwick - Warwick Business School 2003 — 2004
MBA
Universität Mannheim 2003 — 2004
MBA
Texas State Univeristy 1994 — 2000
BBA, Finance
The Jordan Company, L.P. July 2008 - Present
The Jordan Company, L.P. 2008 - 2012
Gleacher Partners July 2006 - June 2008
Morgan Stanley June 2005 - August 2005
Equity International June 2004 - August 2004
Education
University of Pennsylvania - The Wharton School 2002 — 2006
Bachelor of Science (B.S.)
Lake Forest High School
The Chinese University of Hong Kong
University of Pennsylvania
Deloitte April 2015 - Present
Morgan Stanley February 2013 - December 2014
Sandler, Reiff, Lamb, Rosenstein & Birkenstock PC November 2007 - January 2013
Office of U.S. Senator Ben Cardin February 2007 - April 2007
U.S. Court of Federal Claims - Judge Mary Ellen Coster Williams September 2005 - December 2005
Morgan, Lewis & Bockius LLP January 2003 - July 2004
Skills
Policies & Procedures..., Privacy Law, Legal Compliance, Corporate Governance, Legal Writing, Litigation, Government, Cyber-security, Cyberlaw, Contract Negotiation, Administrative Law, Regulatory Reporting, Government Ethics, Non-profits..., Legal Research, Public Policy, Public Speaking, Policy, Courts, Management, Commercial Litigation, Policy Analysis
Education
University of Maryland University College 2012 — 2014
Master's Degree, Cybersecurity
The Catholic University of America, Columbus School of Law 2004 — 2007
Juris Doctor (J.D.)
Washington University in St. Louis 1998 — 2002
Bachelor's Degree, Anthropology and Classics
First Industrial Realty Trust May 2013 - Present
First Industrial Realty Trust October 2010 - April 2013
CTSLC August 2009 - October 2010
Morgan Stanley February 2009 - July 2009
The MHA Group May 2008 - December 2008
Idearc Media June 2006 - May 2008
Skills
PowerPoint, Public Speaking, Event Planning, Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, Event Management, Outlook, Time Management, Administrative..., Leadership Development, Crisis Management, Project Management
Education
Texas Tech University 2000 — 2004
Bachelor's Degree, Public Relations
Rowlett High School 1996 — 2000
High School
Fidelity Investments December 2007 - Present
Morgan Stanley July 2005 - November 2007
Education
The American University in Cairo 1982 — 1986
Morgan Stanley November 1996 - May 2006
Capital Investments International 1995 - 1996
Deutsche Bank Securities 1992 - 1995
Skills
Series 7, Series 24, Series 63, Securities, Alternative Investments, Equities
Education
The Catholic University of America 1985 — 1989
Bachelor of Arts (BA), Political Science and Government
NFI January 2012 - Present
US Corrugated, Inc. June 2009 - November 2011
Hess Corporation August 2002 - March 2009
Morgan Stanley September 2000 - March 2002
CSC March 1996 - January 1999
Skills
Talent Management, Employee Relations, Talent Acquisition, Human Resources, Onboarding, Hiring, Recruiting, Personnel Management, Labor Relations, Management, Deferred Compensation, Performance Management, Employer Branding, New Hire Orientations, Training, Industrial Relations, Temporary Placement, HRIS, Succession Planning, Job Analysis, Employee Engagement, College Recruiting, Workforce Planning, FMLA, Employee Benefits, Organizational..., Applicant Tracking..., Benefits Administration, Employment Law, Legal Compliance, HR Policies, Change Management, Taleo, Union Avoidance, Strategic HR, PeopleSoft
Education
University of Maryland College Park 1996 — 1999
Master of Science, Human Resource Mangement
The Catholic University of America 1987 — 1991
BA, Libral Arts
EB High School
EB High School
RapidCourt July 2014 - Present
Rynne Writes June 2013 - July 2015
BMA Securities, Inc. September 2013 - July 2014
ACME Digital June 2013 - June 2014
M. Jennings Partners, LLC June 2009 - May 2013
Redwine & Company, Inc. June 2005 - June 2009
Morgan Stanley 2003 - 2005
Midwood Securities, Inc. 2002 - 2003
Deutsche Bank 1996 - 2002
Merrill Lynch 1994 - 1996
Skills
Background Checks, Business Development, Software Solution Sales, Social Selling, Leadership, Sales, Hedge Funds, Equities, Trading, Financial Advisory, Portfolio Management, Series 63, FINRA, Securities, Mutual Funds, Investment Banking, Finance, Financial Analysis, Derivatives, Bloomberg, Wealth Management, Data Aggregation, Data Acquisition, Business Networking, Management, Writing, Creative Writing, Freelance Writing, Blogging, Social Media, Investments, Strategic Planning, B2B SaaS Sales
Education
The Catholic University of America 1987 — 1991
BA, Philosophy
Ridgewood HS 1985 — 1987
Morgan Stanley February 2015 - Present
Federal Home Loan Bank of New York June 2012 - Present
Federal Home Loan Bank of New York September 2010 - October 2013
Federal Home Loan Bank of New York 2006 - 2011
The Community Preservation Corporation February 2005 - October 2006
Skills
Loans, Mortgage Lending, Community Outreach, Credit, Credit Analysis, Banking, Portfolio Management, Asset Managment, Real Estate Economics, Financial Analysis, Due Diligence, Underwriting, Asset Management, Financial Reporting, Analysis, Capital Markets, Credit Risk, Finance, Financial Modeling, Investments, Negotiation, Real Estate Financing, Real Estate Transactions, Strategic Planning, Structured Finance
Education
The Catholic University of America 1999 — 2003
Bachelor of Arts, Psychology
Morgan Stanley June 2009 - Present
JPMorgan Chase May 2006 - June 2009
Bear, Stearns & Co. Inc. April 1998 - May 2006
Skills
Market Risk, Credit Risk, VAR, Risk, Basel II, Market Data, Derivatives, Investment Banking, Business Analysis, Fixed Income, Trading, Trading Systems, Financial Risk
Education
Texas Tech University
Master of Science, MIS
Self - Employed September 2012 - Present
Ameriprise Financial Advisors January 2009 - August 2012
Merrill Lynch August 2004 - January 2009
Morgan Stanley March 1998 - August 2004
Skills
Investments, Portfolio Management, Retirement Planning, Series 7, Wealth Management, Investment Advisory, Securities, Alternative Investments, Estate Planning, FINRA, Life Insurance, Risk Management, Trading, Finance, Asset Allocation, Mutual Funds, Mergers & Acquisitions, Financial Risk, Financial Services, Series 63, Strategic Financial..., Asset Management, Financial Advisory, Retirement, Financial Planning
Education
University of Pennsylvania - The Wharton School (CA) 2006 — 2006
Certified Investment Management Analyst, Finance
The American College 2003 — 2003
CERTIFIED FINANCIAL PLANNER™
University of Houston, C.T. Bauer College of Business 1991 — 1995
BBA, Marketing
East West Bank March 2011 - Present
East West Bank November 2009 - March 2011
United Commerical Bank July 2006 - November 2009
Morgan Stanley October 2005 - May 2006
HKSAR Government June 2005 - August 2005
Skills
Commercial Lending, Financial Analysis, Fixed Income, Portfolio Management, Investments, Commercial Banking, Credit, Valuation
Education
University of California, Davis 2004 — 2006
Bachelor of Science (BS), Business/Managerial Economics
The Chinese University of Hong Kong 2002 — 2003
Morgan Stanley September 2006 - Present
J.P. Morgan Chase & Co. November 2000 - September 2006
Education
Texas Tech University - Rawls College of Business 1996 — 1999
Master of Science, Management Information Systems; Finance
Morgan Stanley June 2015 - August 2015
Stryker Orthopaedics February 2012 - July 2014
DG Medical September 2008 - December 2011
Skills
Operating Room, Medical Devices, Orthopedic, Surgery, Business Development, New Business Development, Sales Operations, Surgeons, Hospitals, Selling, Capital Equipment, Surgical Instruments, Market Development, Product Launch, Spine, Sales, Training, Cold Calling, Healthcare, Medical Sales, Orthopedics
Education
University of Virginia Darden School of Business 2014 — 2016
Texas Christian University 2003 — 2008
Bachelor of Science, Biology, Business
Jesuit College Preparatory School of Dallas 1999 — 2003
SmartStream Technologies January 2015 - Present
Morgan Stanley March 2003 - December 2014
Morgan Stanley March 1998 - March 2003
EJV Partners September 1993 - March 1999
Skills
Fixed Income, Business Analysis, Bloomberg, SDLC, Data Analysis, Market Data, Database Modeling, SQL, Requirements Analysis, Sybase
Education
The Catholic University of America 1986 — 1990
Bachelor of Arts (B.A.), General Studies
Cedar Capital July 2014 - Present
Tee Ink Pty Ltd November 2013 - July 2014
GE Capital May 2013 - November 2013
Discover Financial Services June 2010 - May 2013
Morgan Stanley July 2008 - August 2008
UBS Wealth Management May 2008 - June 2008
EF Tours (Educational Tours) January 2007 - May 2008
Skills
Financial Analysis, Budgets, Finance, Financial Modeling, Hyperion Enterprise, Essbase, Customer Service, Microsoft Excel, Microsoft Office, Data Analysis, Strategic Financial..., Forecasting, SAS, Workshop Facilitation, PowerPoint, Financial Reporting, Microsoft Word, Accounting, Leadership, Variance Analysis, Account Reconciliation, Analytics, Management
Education
University of Illinois at Urbana-Champaign 2006 — 2010
Bachelor of Science, Finance
The Australian National University 2009 — 2009
Sylvan Learning April 2014 - Present
Educate Online April 2012 - April 2014
Apex Tool Group January 2012 - March 2012
SecureNet LLC July 2011 - December 2011
Wallstreet Institute International (Acquired by Pearson Education in August 2010) August 2008 - July 2011
ABS Capital Partners January 2006 - August 2008
PricewaterhouseCoopers May 2004 - January 2006
Morgan Stanley May 2003 - April 2004
Skills
Accounting, Start-ups, Finance, Strategic Financial..., Analysis, Tax, Project Planning, Financial Modeling, Financial Analysis, Corporate Finance, Management, Financial Reporting, Microsoft Excel, Mergers & Acquisitions, Forecasting
Education
The Citadel 1999 — 2003
Bachelor of Business Administration (B.B.A.), Accounting Concentration, 3.4
TD Ameritrade January 2014 - Present
Morgan Stanley January 2013 - December 2013
Morgan Stanley June 2010 - December 2012
Jefferies & Company November 2007 - June 2010
Jefferies International Limited November 2007 - May 2009
JPMorgan Chase 1999 - 2007
JPMC 1999 - 2007
JP Morgan 1999 - 2007
JPMorganChase 1999 - 2007
JPMorgan 1999 - 2007
Skills
Asset Managment, ITIL, Infrastructure, Business Strategy, Leveraged Finance, Risk Management, Asset Management, Fixed Income, Business Process, Credit Derivatives, Credit Risk, Derivatives, Equities, Finance, Financial Risk, Financial Services, Internal Audit, Management, Market Risk, Program Management, Securities, Structured Products, Business Continuity
Education
University of Canberra 1992 — 1994
Post Grad, Information Systems
The Australian National University 1990 — 1994
Bachelor of Commerce and Science, Accounting
The Australian National University 1989 — 1993
BSC/BCOM, Accounting, Economics, Psychology
MORGAN STANLEY August 2009 - Present
Citi August 2004 - November 2008
Goldman Sachs 1997 - 2004
Education
The Catholic University of America 1984 — 1988
B.A, Political Science
The George Washington University 1984 — 1988
Russian Language and Literature
Middletown South High School 1981 — 1984
Santander Bank, N.A. June 2014 - Present
Mitsui & Co., Ltd. 2012 - 2014
Cantor Fitzgerald & Co. 2009 - 2012
Tudor Investment Corporation 2008 - 2008
Merrill Lynch 2005 - 2008
Morgan Stanley 1994 - 2005
Commodity Futures Trading Commission 1991 - 1994
U.S. Department of State 1988 - 1990
Education
Texas Tech University
MBA
University of Maryland College Park
BS
Maserati January 2014 - Present
Maserati North America Inc. January 2008 - December 2013
Morgan Stanley October 2007 - December 2007
Skills
Automotive, Customer Satisfaction, Vehicles, Automobile, Forecasting, Purchasing, Pricing, Business Planning, Automotive Aftermarket, Process Improvement, Profit, Product Development, Negotiation, Continuous Improvement, Team Building, Team Leadership, Sales Management, Customer Service, Six Sigma, Marketing Strategy, Competitive Analysis, Cross-functional Team..., Analysis, Business Analysis, Data Analysis, Financial Analysis, Reporting & Analysis, Budgeting, Benchmarking, Microsoft Excel, Database Administration, Databases, Data Entry
Education
The Catholic University of America 2003 — 2007
Bachelor of Arts (B.A.), History
ConocoPhillips January 2015 - Present
ConocoPhillips June 2012 - January 2015
ConocoPhillips June 2010 - June 2012
ConocoPhillips April 2009 - June 2010
ConocoPhillips January 2008 - March 2009
ConocoPhillips January 2007 - January 2008
ConocoPhillips May 2006 - August 2006
Apache Corporation June 2005 - August 2005
Morgan Stanley January 2004 - March 2005
Morgan Stanley 2004 - 2005
Skills
Natural Gas, Commodity Markets, Financial Modeling, Valuation, Financial Analysis, Commodity, Energy, Economics, Trading, Due Diligence, Risk Management, Hedging, Business Strategy, Strategic Planning, Energy Industry, Mergers & Acquisitions, Renewable Energy, Energy Markets
Education
Texas Tech University - Rawls College of Business 2004 — 2006
MBA, Energy Commerce and Finance
University of San Diego 1998 — 2002
BBA, International Business
Kinkaid 1983 — 1998
Lab49 January 2014 - Present
Lab49 January 2011 - December 2013
Lab49 December 2009 - December 2010
Barclays Captial August 2009 - January 2010
Morgan Stanley August 2007 - August 2009
GlaxoSmithKline March 2006 - August 2007
Texas Tech University Health Sciences Center August 2004 - March 2006
Texas Tech University September 2002 - August 2004
Skills
Java, Architecture, Architectures, Object Oriented Design, WPF, Testing, C#, SDLC, Multithreading, Windows, Data Analysis, .NET, Access, SOA, Agile Methodologies, Software Development, Web Development, JavaScript
Education
Texas Tech University 2002 — 2005
MS, Computer Science
University of Madras 1998 — 2002
BE, Computer Science and Engg.
Aptech 1999 — 2001
Higher Diploma, Software Engineering (HDSE)
Morgan Stanley February 2004 - Present
Smith Barney March 1994 - February 2004
Education
The Catholic University of America 1990 — 1993
Econmics and Finance
Morgan Stanley March 2006 - Present
Metlife Bank March 2005 - February 2006
AOL/Time Warner August 2004 - February 2005
Spice Telecommunications 2001 - 2003
Essar Commvision Ltd. 1996 - 1998
Skills
Unix, Perl, SQL, Requirements Analysis, Agile Methodologies, DB2, SOA, Java, Risk Management, Oracle, Unix Shell Scripting, Business Analysis, Integration, Enterprise Architecture, Software Project...
Education
Thapar Institute of Engineering and Technology 1990 — 1994
B.E.
YPS
Fidelity Investments July 2006 - June 2009
Fidelity Investments 2004 - June 2006
AIG American General 2002 - 2004
Morgan Stanley 2001 - 2002
New York Life Insurance Company 1996 - 2001
Skills
Series 63, Series 7, Mutual Funds, Retirement Planning, Series 65, Wealth Management, FINRA, Investments, Fixed Annuities, Asset Allocation, Securities, Financial Services, Relationship Management, Stock Option, Qualified Retirement..., Charitable Gift Planning, Fixed Income Strategies, Managed Money, Private Placements, Estate Planning, Business Planning, Variable Annuities, Long Term Care Insurance, Tactical Sales Planning, Recruiting, Executive Development, High-Impact Sales..., Closing Deals, Return on Investment..., Revenue & Profit Growth, productivity and..., budgeting and..., business to business..., Salesforce Training, Team Leadership, Sales Leadership..., Organizational..., Communication Skills, Life Insurance, Stocks, Bonds, Consultative Selling..., Solution Selling, Timely Decision Making, Problem Solving, Sales Management, series 9 / 10
Education
The American College 2008 — 2009
CLU & ChFC, Financial Planning and Services
Western New England College 1993 — 1996
Bachelors, Management
Knight Capital Group July 2012 - Present
Knight Equity Markets February 2010 - June 2012
Morgan Stanley June 2008 - August 2009
Morgan Stanley August 2006 - May 2008
Polaris Software Lab July 2004 - July 2006
Skills
Requirements Analysis, Middle Office, Software Project..., SDLC, Sybase, Trading, Trading Systems, Unix, Business Analysis
Education
Thapar Institute of Engineering and Technology 2000 — 2004
BE, Electronics & Communication
Morgan Stanley July 2010 - Present
Catholic University of America September 2009 - December 2010
Morgan Stanley Smith Barney June 2009 - July 2009
Skills
Research, Series 7, Series 66, Series 3, Wealth Management
Education
The Catholic University of America 2006 — 2010
BSBA, Finance
St. Rose High School
Neuberger Berman October 2015 - Present
Neuberger Berman April 2014 - Present
Invesco September 2012 - April 2014
ING Insurance / Investment Management July 2010 - December 2011
Morgan Stanley Smith Barney January 2009 - July 2009
Morgan Stanley October 2006 - December 2008
Morgan Stanley March 2005 - September 2006
Skills
Mutual Funds, Series 63, Series 7, FINRA Series 6, Separately Managed..., Series 6, Asset Allocation, Alternative Investments, Investments, Securities, Equities, Bonds, Asset Management, Retirement, Fixed Income, Investment Advisory, IRA's, Financial Planning, Wealth Management, Stocks, Wholesaling, Closed-end Funds, Unit Investment Trusts, Certified Investment..., Chartered Mutual Fund..., Investment Strategies, Financial Services
Education
Texas Christian University
Montclairacademy.com January 2008 - Present
Morgan Stanley January 1987 - June 1992
Education
La Varenne Ecole de Cuisine 1983 — 1984
culinary
University of Massachusetts Boston 1981 — 1983
BA, Moral, Ethical and Political Philosophy
American University in Paris 1973 — 1975
BA, Ethical Philosophy
The American University of Paris 1973 — 1975
AA, Philosophy
The American University of Paris 1973 — 1975
AA, Philosophy
Guidandt September 2010 - Present
vCap May 1999 - Present
Alexander Securities Group 1997 - 2002
Morgan Stanley 1995 - 1997
Skills
Regulatory Compliance, Financial Accounting, Derivatives Trading, Securities Regulation, Derivative Operations, Hedge Funds, FX Derivatives, Swaps, Securities, Futures Trading, Corporate Finance, Business Strategy, Strategic Thinking, Alternative Investments, Commodity Markets, Commodity Pools, FX Trading, Foreign Currency..., Equity Derivatives, Interest Rate..., Energy Derivatives, Exchange Traded..., Managed Futures, Financial Futures, SEC, CFTC, NFA, FINRA, Dodd-Frank
Education
Texas State University
Bachelor's Degree, Accounting and Finance
The University of Texas at Austin
Finance
Citizens Bank December 2014 - Present
Citizens Bank July 2014 - December 2014
Morgan Stanley September 2013 - July 2014
Fidelity Investments March 2012 - May 2013
Fidelity Investments April 2010 - March 2012
Fidelity Investments April 2006 - April 2010
Ernst & Young May 2004 - April 2006
Key Bank December 1997 - May 2004
Skills
Compliance, Operational Risk..., Internal Audit, Operational Risk, Internal Controls, SAS70, Capital Markets, Series 7, Risk Management, Mutual Funds, Risk, Process Improvement, Vendor Management, Audit, Trading, Securities, Risk Assessment, Enterprise Risk..., Governance, Program Management, Solution Design, Change Management, Series 24, Financial Risk, Financial Markets, FINRA, Solution Architecture, Strategy, Financial Services, Back Office, Relationship Management, Asset Management, SDLC, PMO, Executive Management, Prime Brokerage, Fraud, Management
Education
The University of Akron 1992 — 1995
Master of Business Administration, Finance
The College of New Jersey 1986 — 1990
Bachelor of Science, Mechanical Engineering Technology
Cabinets Deluxe PresidentStone Systems of South FloridaJanuary 2000 - November 2008
Morgan Stanley June 1997 - December 1999
Education
Southwest Texas State University 1993 — 1997
Finance
Accenture March 2012 - Present
Solvus & Associates March 2012 - February 2015
Performance Architects, Inc. August 2011 - January 2012
PepsiCo June 2010 - June 2011
Kimberly-Clark May 2007 - June 2009
Holly Corporation May 2005 - March 2007
Morgan Stanley Investment Management June 2001 - August 2003
Morgan Stanley 2001 - 2003
Skills
Business Analysis, Financial Reporting &..., Investment Advisory -..., EPM, Hyperion Planning, Project Management, Essbase, Analysis, Oracle, Forecasting, Business Intelligence, VBA, Accounting, Microsoft Office, Financial Reporting, Consulting, Hyperion, SDLC
Education
University of Georgia 2014 — 2014
TESOL Certification, Education
University of Texas 2003 — 2004
MBA, Finance
The University of Texas at Dallas 2004 — 2007
MS, Management of Information System
Texas Christian University - M.J. Neeley School of Business 1995 — 2000
BBA, Banking & Finance, Accounting
D. Mitchell & Company, LLC July 2005 - Present
JPMorgan Chase June 2003 - July 2005
McLaughlin, Piven, Vogel Securities Inc. December 2000 - May 2003
Morgan Stanley January 1999 - February 2000
American Express Financial Advisors 1996 - 1998
Skills
Insurance, Annuities, Retirement Income..., Wealth Management, Financial Planning, Estate Planning, Strategic Financial..., Retirement, Fixed Annuities, Business Planning, Financial Advisory, Investments, Securities, Retirement Planning, Mutual Funds, Small Business, Due Diligence, Mergers & Acquisitions, Portfolio Management, Finance, Alternative Investments, Management, Fixed Income, Asset Management, Banking, Networking, Financial Services, Investment Advisory, Investment Strategies, Equities, Loans, Hedge Funds, Investment Banking, Series 7
Education
The American College 2008 — 2011
ChFC designation, Financial & Estate Planning
john glenn high school
BOSC, Inc. March 2012 - Present
BBVA Compass 2009 - 2011
Comerica Securities January 2008 - December 2009
Buchanan Ventures July 2004 - January 2008
Morgan Stanley February 2000 - October 2002
Skills
Portfolio Management, Investments, Equities, Finance, Fixed Income, Financial Services, Risk Management, Asset Allocation, Investment Management, Banking, Business Development, Cash Management, Loans, Mutual Funds, Private Banking, Management, Marketing, Sales
Education
Southwest Texas State University
Bachelor Science - Business Administration, Management & Marketing
Trident Technical College August 2011 - Present
Morgan Stanley August 1997 - June 2005
Merrill Lynch September 1992 - June 1997
Skills
Civil Engineering, Microsoft Office, Microsoft Excel, Microsoft Word, AutoCAD, Finance, MathCAD, Customer Satisfaction, Geotechnical Engineering, Teaching, Project Planning, CAD, AutoCAD Civil 3D, Microstation, Matlab, Teamwork, Leadership
Education
The Citadel 2009 — 2011
Bachelor of Science (B.S.), Civil Engineering
Trident Technical College 2006 — 2009
Associate of Science (A.S.), Civil Engineering
Morgan Stanley August 2014 - Present
Morgan Stanley August 2013 - July 2014
Nomura Securities July 2011 - July 2013
UBS July 2009 - May 2011
Education
Texas Christian University 2007 — 2011
Bachelor of Business Administration (BBA), Accounting and Finance
Woodberry Forest School 2003 — 2007