Morgan Stanley

Industry: Investment banking company

Description

Morgan 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
Jane Webb Jane Webb Greater Atlanta Area Details
Jane Webb's Morgan Stanley Experience 1992 - 2003
Job National Sales Director at Transamerica
Industry Financial Services
Experience
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

Blake Tilley Blake Tilley Fort Worth, Texas Details
Blake Tilley's Morgan Stanley Experience June 2013 - August 2013
Job Neeley Fellow and Finance/Accounting Major at Texas Christian University
Industry Investment Banking
Experience
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

Shalonda Brown Shalonda Brown Denton, Texas Details
Shalonda Brown's Morgan Stanley Experience March 1999 - November 2005
Job Assistant Registrar at West Coast University
Industry Hospital & Health Care
Experience
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

Ernest Holguin CFP™ CRPC™ Ernest Holguin CFP™ CRPC™ Walnut Creek, California Details
Ernest Holguin CFP™ CRPC™'s Morgan Stanley Experience July 1996 - October 2002
Job Managing Partner and Financial Advisor at Holguin & Sy Wealth Management
Industry Investment Management
Experience
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

Sean McCullough Sean McCullough Houston, Texas Details
Sean McCullough's Morgan Stanley Experience June 2015 - Present
Job Financial Advisor at Morgan Stanley Wealth Management
Industry Financial Services
Experience
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

Carla Caldwell Carla Caldwell Forney, Texas Details
Carla Caldwell's Morgan Stanley Experience August 2012 - March 2013
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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.)

Gene Redding Gene Redding Manteca, California Details
Gene Redding's Morgan Stanley Experience 1998 - 2000
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Nate Evans Nate Evans New York, New York Details
Nate Evans's Morgan Stanley Experience June 2006 - May 2007
Job MidMarket Manager at Yelp; Helping Enterprise Businesses Earn Great Customers from Yelp's Highly Engaged Community
Industry Marketing and Advertising
Experience
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

Jeff McDonnold Jeff McDonnold Dallas/Fort Worth Area Details
Jeff McDonnold's Morgan Stanley Experience May 1999 - May 2000
Job Managing Principal at Administrator Plus
Industry Computer Software
Experience
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

Aaren Adams Aaren Adams Dallas/Fort Worth Area Details
Aaren Adams's Morgan Stanley Experience August 2002 - March 2003
Job Vice President/Compliance Officer at JPMorgan Chase
Industry Financial Services
Experience
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

Lori Anderson-Martinez Lori Anderson-Martinez Houston, Texas Area Details
Lori Anderson-Martinez's Morgan Stanley Experience May 1998 - June 2004
Job Marketing & Sales Director at Dr. Shel Wellness & Medical Spa
Industry Medical Practice
Experience
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

Greg Kupiec Greg Kupiec West Chester, Pennsylvania Details
Greg Kupiec's Morgan Stanley Experience January 2001 - December 2002
Job President, Kupiec Investment Group
Industry Investment Management
Experience
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

Richard Griswold, CFP® EA Richard Griswold, CFP® EA Greater Los Angeles Area Details
Richard Griswold, CFP® EA's Morgan Stanley Experience January 1999 - July 2007
Job Owner at Griswold Capital Strategies, Asset Management, 401k, IRA Rollovers, Financial Planning, Tax Preparation
Industry Investment Management
Experience
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

Gene Yanek Gene Yanek Greater Philadelphia Area Details
Gene Yanek's Morgan Stanley Experience 2010 - 2011
Job Financial Associate at Thrivent Financial
Industry Financial Services
Experience
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

Nakoma Pishko Nakoma Pishko Dillon, Colorado Details
Nakoma Pishko's Morgan Stanley Experience 2002 - 2004
Job Licensed Insurance Agent/ Medicare Specialist at S & P Consultants LLC
Industry Real Estate
Experience
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

James Ostrowski James Ostrowski Los Angeles, California Details
James Ostrowski's Morgan Stanley Experience August 2008 - November 2012
Job First Vice President at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Elena Batalla Elena Batalla San Francisco, California Details
Elena Batalla's Morgan Stanley Experience January 2003 - June 2003
Job Education and Finance
Industry Financial Services
Experience
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

Andrew Jacobson, CRPS® Andrew Jacobson, CRPS® Washington D.C. Metro Area Details
Andrew Jacobson, CRPS®'s Morgan Stanley Experience April 2013 - May 2013
Job Financial Advisor
Industry Financial Services
Experience
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

Justin Veirs Justin Veirs Washington D.C. Metro Area Details
Justin Veirs's Morgan Stanley Experience June 2005 - November 2008
Job stay tuned
Industry Internet
Experience
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

Paige Schleimer Paige Schleimer Summit, New Jersey Details
Paige Schleimer's Morgan Stanley Experience July 2013 - November 2013
Job Administrative Coordinator for Sales at WisdomTree Asset Management
Industry
Experience
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

Kristin Rollins Kristin Rollins New York, New York Details
Kristin Rollins's Morgan Stanley Experience May 2013 - Present
Job Corporate Events at Morgan Stanley
Industry Events Services
Experience
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

Evan Calvo Evan Calvo Greater New York City Area Details
Evan Calvo's Morgan Stanley Experience June 2012 - August 2012
Job Regional Consultant
Industry Investment Management
Experience
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

Gabor Deri Gabor Deri Hungary area Details
Gabor Deri's Morgan Stanley Experience June 2009 - February 2014
Job Controller at AMC Networks
Industry Media Production
Experience
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

Deirdre O'Connor Deirdre O'Connor Greater New York City Area Details
Deirdre O'Connor's Morgan Stanley Experience March 2001 - February 2008
Job Managing Director at Global Asset Management Firm
Industry Financial Services
Experience
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

Gaurav Kansal, PMP Gaurav Kansal, PMP Toronto, Canada Area Details
Gaurav Kansal, PMP's Morgan Stanley Experience November 2009 - October 2010
Job IT Project Manager Ford Motor Company of Canada
Industry Information Technology and Services
Experience
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

Nancy Corlett Nancy Corlett Dallas/Fort Worth Area Details
Nancy Corlett's Morgan Stanley Experience August 2003 - March 2005
Job Caliber Home Loans Portfolio Lending Products
Industry Banking
Experience
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

A'Nika Pringle A'Nika Pringle Dallas/Fort Worth Area Details
A'Nika Pringle's Morgan Stanley Experience 2008 - 2010
Job SVP, Senior Compliance Officer at Citi
Industry Financial Services
Experience
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

Rachael Wyatt Rachael Wyatt Austin, Texas Area Details
Rachael Wyatt's Morgan Stanley Experience March 1997 - March 2002
Job Private Client Manager at US TrustBank of America
Industry Financial Services
Experience
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

Brendan Canning Brendan Canning Belmar, New Jersey Details
Brendan Canning's Morgan Stanley Experience June 2014 - August 2014
Job Operations Assistant at Conferences and Pryzbyla Management
Industry
Experience
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

Joshua Hester Joshua Hester Manhattan, Kansas Details
Joshua Hester's Morgan Stanley Experience June 2008 - August 2008
Job Company Executive Officer
Industry Military
Experience
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

Alexander (Sasha) Petrovic Alexander (Sasha) Petrovic Houston, Texas Details
Alexander (Sasha) Petrovic's Morgan Stanley Experience August 2003 - April 2005
Job Supply Chain Executive
Industry Information Technology and Services
Experience
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

Larry Garland Larry Garland Greater New York City Area Details
Larry Garland's Morgan Stanley Experience January 2014 - Present
Job Vice President at Morgan Stanley
Industry Writing and Editing
Experience
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

Thea Lewis, CFP® Thea Lewis, CFP® Orange County, California Area Details
Thea Lewis, CFP®'s Morgan Stanley Experience August 1998 - March 2002
Job Retirement Plan Sales Consultant at American Funds
Industry Financial Services
Experience
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

Frédérique Clay Frédérique Clay San Francisco Bay Area Details
Frédérique Clay's Morgan Stanley Experience December 2002 - April 2005
Job Creative Director at RS Investments
Industry Financial Services
Experience
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

Corey Higgins Corey Higgins Greater New York City Area Details
Corey Higgins's Morgan Stanley Experience April 2014 - Present
Job Product Manager/Business Analyst
Industry Computer Software
Experience
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

Janet Jan Sijansky Janet Jan Sijansky Corpus Christi, Texas Area Details
Janet Jan Sijansky's Morgan Stanley Experience 1992 - 2002
Job Senior Registered Client Service Associate UBS Financial Services
Industry Financial Services
Experience
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

Jason Russell Jason Russell New York, New York Details
Jason Russell's Morgan Stanley Experience January 2015 - Present
Job Vice President, Healthcare Investment Banking at Morgan Stanley
Industry Investment Banking
Experience
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

Leah Miller Leah Miller Houston, Texas Details
Leah Miller's Morgan Stanley Experience April 2006 - May 2007
Job Power & Gas MidOffice, Koch Energy Services
Industry Oil & Energy
Experience
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

John Martino, CFP® John Martino, CFP® Washington D.C. Metro Area Details
John Martino, CFP®'s Morgan Stanley Experience July 1987 - December 2003
Job Independent Financial Advisor with Financial Advantage Associates, Inc
Industry Financial Services
Experience
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

Steven Greathouse Steven Greathouse Daytona Beach, Florida Area Details
Steven Greathouse's Morgan Stanley Experience February 2008 - December 2008
Job Senior Vice President Investments at Consolidated Tomoka Land Co.
Industry Real Estate
Experience
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

Lauren Herman Lauren Herman New York, New York Details
Lauren Herman's Morgan Stanley Experience August 2011 - November 2011
Job Finance Business Partner at Barclays Investment Bank
Industry Accounting
Experience
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

Barrie Hewlett Barrie Hewlett Charlotte, North Carolina Details
Barrie Hewlett's Morgan Stanley Experience July 1998 - October 2006
Job CLU, VP Sales Advisory Conslutant,Wells Fargo Advisors
Industry Financial Services
Experience
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

Brooks Johnston Brooks Johnston Mckinney, Texas Details
Brooks Johnston's Morgan Stanley Experience May 2014 - August 2014
Job Student at Texas Tech University
Industry
Experience
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

Jim Moye Jim Moye Greater New York City Area Details
Jim Moye's Morgan Stanley Experience June 1989 - Present
Job Private Wealth Advisor at Morgan Stanley
Industry Investment Management
Experience
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

William Lian William Lian Palo Alto, California Details
William Lian's Morgan Stanley Experience January 2012 - August 2013
Job Software Engineer at Groupon
Industry Information Technology and Services
Experience
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)

Ari M. Litvin, ChFC Ari M. Litvin, ChFC Germantown, Tennessee Details
Ari M. Litvin, ChFC's Morgan Stanley Experience August 1998 - March 2008
Job Senior Vice President, Complex Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Brian Barthold, ChFC Brian Barthold, ChFC Greater New York City Area Details
Brian Barthold, ChFC's Morgan Stanley Experience April 2001 - July 2001
Job Financial Planner at Summit Financial Resources, Inc.
Industry Financial Services
Experience
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

Bryant Caveness, CFP® Bryant Caveness, CFP® Kingsport, Tennessee Details
Bryant Caveness, CFP®'s Morgan Stanley Experience April 1999 - December 2001
Job Financial Advisor & Certified Financial Planner tm Professional
Industry Financial Services
Experience
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

Jeffrey Fischer, ChFC, CLU Jeffrey Fischer, ChFC, CLU Washington D.C. Metro Area Details
Jeffrey Fischer, ChFC, CLU's Morgan Stanley Experience April 2001 - May 2004
Job Financial Planner; A Failure to Plan is a Plan to Failure, Investments, Compliance
Industry Financial Services
Experience
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

Nicole Alfrey Nicole Alfrey Greater Denver Area Details
Nicole Alfrey's Morgan Stanley Experience 2000 - 2003
Job Area Manager at Dale Carnegie Training
Industry Professional Training & Coaching
Experience
Dale Carnegie Training  Area ManagerArbonne International2005 - 2007
Junior League of Denver  2002 - 2005
Morgan Stanley   2000 - 2003

Education
Texas State University   1990 — 1994

Bill Yaeger, CFRE Bill Yaeger, CFRE Charleston, South Carolina Details
Bill Yaeger, CFRE's Morgan Stanley Experience December 1999 - May 2001
Job Senior Director, Principal and Planned Gifts at The Citadel Foundation
Industry Fund-Raising
Experience
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

Nan (Calvin) Ma Nan (Calvin) Ma New York, New York Details
Nan (Calvin) Ma's Morgan Stanley Experience June 2015 - August 2015
Job Morgan Stanley IBD Summer Associate, NYU Stern MBA Candidate
Industry Banking
Experience
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

Todd Taylor Todd Taylor Greater New York City Area Details
Todd Taylor's Morgan Stanley Experience January 2007 - January 2008
Job Executive Recruiter | CSuite and Director Level | Wealth, Private Banking and Asset Management
Industry Staffing and Recruiting
Experience
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

Mark-Anthony Okpala Mark-Anthony Okpala Houston, Texas Details
Mark-Anthony Okpala's Morgan Stanley Experience August 2014 - July 2015
Job Wealth Management Advisor at Morgan Stanley
Industry Financial Services
Experience
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

Collin Evans Collin Evans Houston, Texas Area Details
Collin Evans's Morgan Stanley Experience May 2000 - December 2004
Job National Sales Coordinator
Industry Banking
Experience
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

Daniel Finn Daniel Finn Greater Philadelphia Area Details
Daniel Finn's Morgan Stanley Experience 2003 - 2005
Job Product Manager at Vanguard
Industry Financial Services
Experience
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

Dennis Haubert, CFP® Dennis Haubert, CFP® Columbia, Missouri Area Details
Dennis Haubert, CFP®'s Morgan Stanley Experience May 2001 - February 2006
Job Vice President, Financial Consultant at Regions Financial Corporation
Industry Financial Services
Experience
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

Hudman House Hudman House Dallas/Fort Worth Area Details
Hudman House's Morgan Stanley Experience December 1999 - January 2001
Job Vice President Portfolio Monitoring Manager at JPMorgan Chase
Industry Banking
Experience
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

Harjinder Dhadda Harjinder Dhadda Greater Seattle Area Details
Harjinder Dhadda's Morgan Stanley Experience June 2008 - August 2008
Job Software Developer at Microsoft
Industry Computer Software
Experience
Microsoft  2009 - Present
Morgan Stanley   June 2008 - August 2008
Aricent  May 2005 - June 2007

Education
University of Illinois at Chicago   2007 — 2009
MS, Computer Science

Thapar Institute of Engineering and Technology   2001 — 2005
BE, Computer Science

James G. Smith III James G. Smith III Greater Philadelphia Area Details
James G. Smith III's Morgan Stanley Experience January 1991 - September 2002
Job Financial Services AdvisorRetail and Institutional
Industry Financial Services
Experience
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

William B. Gundrum, III William B. Gundrum, III Greater New York City Area Details
William B. Gundrum, III's Morgan Stanley Experience March 2006 - March 2009
Job Managing Principal at Pinnacle Retirement Consultants, LLC
Industry Financial Services
Experience
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

David C. Peters David C. Peters Lynchburg, Virginia Details
David C. Peters's Morgan Stanley Experience October 1998 - May 2002
Job Agent at State Farm
Industry Insurance
Experience
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

Scott Kottke, CLF, FIC Scott Kottke, CLF, FIC St. Cloud, Minnesota Area Details
Scott Kottke, CLF, FIC's Morgan Stanley Experience January 1999 - February 2001
Job Partner at Thrivent Financial ► Recruiting Top Sales Talent to Help Individuals Be Wise With Money
Industry Financial Services
Experience
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

Jacqueline Miller Jacqueline Miller Dallas, Texas Details
Jacqueline Miller's Morgan Stanley Experience December 2014 - Present
Job Administrative Assistant at BKM Sowan Horan, LLP
Industry Financial Services
Experience
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

Mark Robeson Mark Robeson Charlotte, North Carolina Details
Mark Robeson's Morgan Stanley Experience 1996 - 1998
Job Board of Directors at AlertRespond, Inc.
Industry Financial Services
Experience
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

Mananya Tammy Bumrerjit Mananya Tammy Bumrerjit Ellicott City, Maryland Details
Mananya Tammy Bumrerjit's Morgan Stanley Experience July 2015 - Present
Job Collateral & Indications Analyst at Morgan Stanley
Industry Financial Services
Experience
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

Samantha Woggon Samantha Woggon Stuart, Florida Details
Samantha Woggon's Morgan Stanley Experience April 2015 - Present
Job Branch Manager at Morgan Stanley
Industry Financial Services
Experience
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

Dawn M. (Fritsch) Collum, CIMA®, CFP® Dawn M. (Fritsch) Collum, CIMA®, CFP® Kerrville, Texas Details
Dawn M. (Fritsch) Collum, CIMA®, CFP®'s Morgan Stanley Experience April 2001 - February 2003
Job Financial Advisor, Franchise Owner
Industry Investment Management
Experience
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

Baron Torres Baron Torres Washington D.C. Metro Area Details
Baron Torres's Morgan Stanley Experience March 2015 - March 2015
Job Graduate Student at Catholic University of America
Industry Market Research
Experience
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

ALI SULTAN ALI SULTAN West Hartford, Connecticut Details
ALI SULTAN's Morgan Stanley Experience November 2012 - July 2014
Job Branch Service Manager
Industry Financial Services
Experience
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

Kameeka Shirley Kameeka Shirley Greater New York City Area Details
Kameeka Shirley's Morgan Stanley Experience July 2014 - Present
Job Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
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

Nadia Podkopova Nadia Podkopova Dallas, Texas Details
Nadia Podkopova's Morgan Stanley Experience January 2007 - May 2007
Job Vice President of Acquisitions/Asset Management at Tricom Real Estate Group
Industry Commercial Real Estate
Experience
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

Timothy Hui Timothy Hui San Francisco Bay Area Details
Timothy Hui's Morgan Stanley Experience August 2007 - August 2008
Job Hosting Manager at Airbnb
Industry Financial Services
Experience
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

Bryan Gaskamp Bryan Gaskamp Houston, Texas Area Details
Bryan Gaskamp's Morgan Stanley Experience May 1998 - June 1999
Job Managing Partner at Houston Capital Partners
Industry Financial Services
Experience
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

Frank Van Dyke Frank Van Dyke Northport, New York Details
Frank Van Dyke's Morgan Stanley Experience July 2015 - Present
Job Wealth Management Intern at Morgan Stanley
Industry Investment Banking
Experience
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

MacLane Wilkison MacLane Wilkison San Francisco Bay Area Details
MacLane Wilkison's Morgan Stanley Experience June 2010 - July 2012
Job Cofounder at ZeroDB
Industry Internet
Experience
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

Michael Bratton, CFP®, AIF® Michael Bratton, CFP®, AIF® Greater St. Louis Area Details
Michael Bratton, CFP®, AIF®'s Morgan Stanley Experience March 1999 - December 2004
Job Vice President Investments, Financial Advisor at Raymond James
Industry Financial Services
Experience
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

Rich Judd, CFP®, ChFC®, CLU®, CASL® Rich Judd, CFP®, ChFC®, CLU®, CASL® Austin, Texas Area Details
Rich Judd, CFP®, ChFC®, CLU®, CASL®'s Morgan Stanley Experience June 1999 - February 2000
Job President at R Judd Wealth Management
Industry Investment Management
Experience
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

Lubna Nizam Lubna Nizam Dallas/Fort Worth Area Details
Lubna Nizam's Morgan Stanley Experience September 2010 - September 2012
Job Business Development/ Administrative Assistant at Crescent Hospital System
Industry Hospital & Health Care
Experience
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

Kevin Rooker Kevin Rooker Dallas/Fort Worth Area Details
Kevin Rooker's Morgan Stanley Experience January 2015 - Present
Job Branch Manager, Portfolio Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley   January 2015 - Present

Education
Texas Tech University   1976 — 1980
Bachelor’s Degree, Finance, General

Kieran Kenny Kieran Kenny Greater New York City Area Details
Kieran Kenny's Morgan Stanley Experience "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$
Job Wealth Management Capital Markets Summer Analyst at Morgan Stanley
Industry Capital Markets
Experience
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

Steven M Bonavita Steven M Bonavita Washington D.C. Metro Area Details
Steven M Bonavita's Morgan Stanley Experience January 2001 - January 2003
Job Assistant Vice President, Financial Advisor at PNC Investments
Industry Financial Services
Experience
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

Kapil Chopra Kapil Chopra Fremont, California Details
Kapil Chopra's Morgan Stanley Experience January 2005 - January 2007
Job Sr Staff Software Engineer
Industry Information Technology and Services
Experience
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

Kristin Kolinofsky Kristin Kolinofsky Dallas/Fort Worth Area Details
Kristin Kolinofsky's Morgan Stanley Experience December 2012 - January 2015
Job Wealth Associate
Industry Financial Services
Experience
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

Vijay Johnson Vijay Johnson Greater Boston Area Details
Vijay Johnson's Morgan Stanley Experience June 2006 - June 2008
Job Senior Software Engineer at Vistaprint
Industry Marketing and Advertising
Experience
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

Richard Morrow, CFP® Richard Morrow, CFP® Charlotte, North Carolina Area Details
Richard Morrow, CFP®'s Morgan Stanley Experience June 1993 - February 2004
Job First Vice President Investments, Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  February 2004 - Present
Morgan Stanley   June 1993 - February 2004

Education
The Citadel   1989 — 1993
B.S., Business Administration

Steven Lynch, CLU Steven Lynch, CLU Kewanee, Illinois Details
Steven Lynch, CLU's Morgan Stanley Experience April 1998 - September 2000
Job Financial Advisor at CSB Investments
Industry Financial Services
Experience
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

Ryan Penshorn Ryan Penshorn Austin, Texas Area Details
Ryan Penshorn's Morgan Stanley Experience 1998 - 1999
Job Managing Director, Compliance
Industry Financial Services
Experience
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

Robert Barcellona, Jr. Robert Barcellona, Jr. Washington, District Of Columbia Details
Robert Barcellona, Jr.'s Morgan Stanley Experience January 2009 - March 2013
Job Analyst at Barclays Wealth and Investment Management
Industry Financial Services
Experience
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

Evangelos Katsikiotis Evangelos Katsikiotis Greater New York City Area Details
Evangelos Katsikiotis's Morgan Stanley Experience June 2005 - August 2005
Job Commercial Banking
Industry Banking
Experience
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

Matthew York Matthew York Greater New York City Area Details
Matthew York's Morgan Stanley Experience April 2005 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley   April 2005 - Present
Prudential Financial  October 1990 - November 2004

Skills
Fixed Income

Education
The Catholic University of America   1986 — 1990
BA

Randy Andersen Randy Andersen Lakeland, Florida Area Details
Randy Andersen's Morgan Stanley Experience November 1985 - January 1991
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  January 1991 - Present
Morgan Stanley   November 1985 - January 1991

Education
Texas Lutheran University   1978 — 1981
Bachelor's degree, Finance, General

Christopher Motal Christopher Motal Austin, Texas Details
Christopher Motal's Morgan Stanley Experience February 2001 - August 2003
Job Senior Mortgage Loan Officer at Legacy Mutual Mortgage The Motal Team NMLS#858684
Industry Banking
Experience
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

John Straus John Straus Greater New York City Area Details
John Straus's Morgan Stanley Experience June 2005 - August 2005
Job Investment Management Firm
Industry Investment Management
Experience
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

Elizabeth Getman | JD | CIPP Elizabeth Getman | JD | CIPP New York, New York Details
Elizabeth Getman | JD | CIPP's Morgan Stanley Experience February 2013 - December 2014
Job Privacy and Data Protection Sr. Consultant, Deloitte
Industry Information Technology and Services
Experience
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

Holly Tripp Holly Tripp Dallas/Fort Worth Area Details
Holly Tripp's Morgan Stanley Experience February 2009 - July 2009
Job Assistant Property Manager at First Industrial Realty Trust
Industry Real Estate
Experience
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

Nirvana Fahmy Nirvana Fahmy Dallas/Fort Worth Area Details
Nirvana Fahmy's Morgan Stanley Experience July 2005 - November 2007
Job Financial Consultant
Industry Financial Services
Experience
Fidelity Investments  December 2007 - Present
Morgan Stanley   July 2005 - November 2007

Education
The American University in Cairo   1982 — 1986

Courtney Brennan Courtney Brennan Greater New York City Area Details
Courtney Brennan's Morgan Stanley Experience November 1996 - May 2006
Job Institutional Research Sales
Industry Financial Services
Experience
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

Susan (Tirpak) Oross Susan (Tirpak) Oross Greater New York City Area Details
Susan (Tirpak) Oross's Morgan Stanley Experience September 2000 - March 2002
Job Director, Human Resources
Industry Human Resources
Experience
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

David Rynne David Rynne Charlotte, North Carolina Area Details
David Rynne's Morgan Stanley Experience 2003 - 2005
Job Business Development at RapidCourt, LLC I help CRA's and Background Screeners improve ROI with Criminal Data
Industry Information Technology and Services
Experience
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

Bridget Morrissey Bridget Morrissey Greater New York City Area Details
Bridget Morrissey's Morgan Stanley Experience February 2015 - Present
Job Vice President, Operations Risk and Control at Morgan Stanley
Industry Financial Services
Experience
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

Rachel Yang-Thai, PMP Rachel Yang-Thai, PMP Greater New York City Area Details
Rachel Yang-Thai, PMP's Morgan Stanley Experience June 2009 - Present
Job Project Management/Credit Risk at Morgan Stanley
Industry Financial Services
Experience
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

David Wainscott, CIMA® CFP® David Wainscott, CIMA® CFP® Houston, Texas Area Details
David Wainscott, CIMA® CFP®'s Morgan Stanley Experience March 1998 - August 2004
Job Vice President of Investments at Ameriprise Financial Advisors
Industry Financial Services
Experience
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

Henry Kwan, CFA Henry Kwan, CFA Greater Los Angeles Area Details
Henry Kwan, CFA's Morgan Stanley Experience October 2005 - May 2006
Job FVP & Assistant Treasurer at East West Bank
Industry Banking
Experience
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

Virginia Qu Virginia Qu Greater New York City Area Details
Virginia Qu's Morgan Stanley Experience September 2006 - Present
Job Sr. Business Analyst (Credit Risk & Market Risk) at Morgan Stanley
Industry Financial Services
Experience
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

Michael Ashley Michael Ashley Charlottesville, Virginia Details
Michael Ashley's Morgan Stanley Experience June 2015 - August 2015
Job MBA Candidate at University of Virginia Darden School of Business
Industry Financial Services
Experience
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

Coffman Linda Coffman Linda Greater New York City Area Details
Coffman Linda's Morgan Stanley Experience March 2003 - December 2014
Job Consultant at SmartStream Technologies
Industry Financial Services
Experience
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

Kevin Troy Kevin Troy Greater Chicago Area Details
Kevin Troy's Morgan Stanley Experience July 2008 - August 2008
Job Senior Financial Analyst at Cedar Capital
Industry Financial Services
Experience
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

Romas Krywonis, CPA Romas Krywonis, CPA Baltimore, Maryland Area Details
Romas Krywonis, CPA's Morgan Stanley Experience May 2003 - April 2004
Job Senior Manager, FP&A at Educate Online, Inc.
Industry Accounting
Experience
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

David Svenson David Svenson Greater New York City Area Details
David Svenson's Morgan Stanley Experience January 2013 - December 2013
Job Director of IT Audit, TD Ameritrade
Industry Financial Services
Experience
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

Lori Krikorian Lori Krikorian Greater New York City Area Details
Lori Krikorian's Morgan Stanley Experience August 2009 - Present
Job Morgan Stanley
Industry Financial Services
Experience
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

Joshua Rosenstein Joshua Rosenstein Greater New York City Area Details
Joshua Rosenstein's Morgan Stanley Experience 1994 - 2005
Job Head of Global Banking & Markets Compliance at Santander
Industry Capital Markets
Experience
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

Matthew Memoli Matthew Memoli Greater New York City Area Details
Matthew Memoli's Morgan Stanley Experience October 2007 - December 2007
Job Commercial Analyst
Industry Automotive
Experience
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

John McInnes John McInnes Houston, Texas Area Details
John McInnes's Morgan Stanley Experience January 2004 - March 2005
Job Americas Crude Market Development Representative at ConocoPhillips
Industry Oil & Energy
Experience
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

Sivabalan Muthukumar Sivabalan Muthukumar Greater New York City Area Details
Sivabalan Muthukumar's Morgan Stanley Experience August 2007 - August 2009
Job Principal Software Engineer at Lab49
Industry Financial Services
Experience
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)

Andrew Kadala Andrew Kadala Baltimore, Maryland Area Details
Andrew Kadala's Morgan Stanley Experience February 2004 - Present
Job vice president at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley   February 2004 - Present
Smith Barney  March 1994 - February 2004

Education
The Catholic University of America   1990 — 1993
Econmics and Finance

Ritu Bhatwa Ritu Bhatwa Greater New York City Area Details
Ritu Bhatwa's Morgan Stanley Experience March 2006 - Present
Job Vice President IT at Morgan Stanley
Industry Financial Services
Experience
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

Brian Zicko, CLU, ChFC, CFP® Brian Zicko, CLU, ChFC, CFP® Tampa/St. Petersburg, Florida Area Details
Brian Zicko, CLU, ChFC, CFP®'s Morgan Stanley Experience 2001 - 2002
Job Senior Sales Consultant
Industry Financial Services
Experience
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

Anchal Garg Anchal Garg Greater New York City Area Details
Anchal Garg's Morgan Stanley Experience June 2008 - August 2009
Job Assistant Vice President at Knight Capital Group
Industry Information Technology and Services
Experience
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

Michael C. Scotto Michael C. Scotto Greater New York City Area Details
Michael C. Scotto's Morgan Stanley Experience July 2010 - Present
Job Registered Associate
Industry Financial Services
Experience
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

Robert B. Chenoweth, CIMA, CMFC Robert B. Chenoweth, CIMA, CMFC Chicago, Illinois Details
Robert B. Chenoweth, CIMA, CMFC's Morgan Stanley Experience October 2006 - December 2008
Job Product Manager: NonInvestment Grade Fixed Income & Small/Mid Growth Equity
Industry Investment Management
Experience
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

Nancy Ann Newman Nancy Ann Newman Greater New York City Area Details
Nancy Ann Newman's Morgan Stanley Experience January 1987 - June 1992
Job President at Montclairacademy.com
Industry Health, Wellness and Fitness
Experience
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

David Granzotti David Granzotti Austin, Texas Area Details
David Granzotti's Morgan Stanley Experience 1995 - 1997
Job CEO | Senior Consultant | Guidandt
Industry Financial Services
Experience
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

David Barnes David Barnes Greater Boston Area Details
David Barnes's Morgan Stanley Experience September 2013 - July 2014
Job Head of Enterprise Risk Management Framework (Senior Vice President) at Citizens Bank
Industry Financial Services
Experience
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

Kurt Thiemer Kurt Thiemer Austin, Texas Area Details
Kurt Thiemer's Morgan Stanley Experience June 1997 - December 1999
Job Sales at Cabinets Deluxe
Industry Construction
Experience
Cabinets Deluxe   PresidentStone Systems of South FloridaJanuary 2000 - November 2008
Morgan Stanley   June 1997 - December 1999

Education
Southwest Texas State University   1993 — 1997
Finance

TAI SUN TAI SUN Dallas/Fort Worth Area Details
TAI SUN's Morgan Stanley Experience 2001 - 2003
Job Team Lead at Accenture
Industry Information Technology and Services
Experience
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

Darrick M Mitchell Darrick M Mitchell New York, New York Details
Darrick M Mitchell's Morgan Stanley Experience January 1999 - February 2000
Job Owner, D. Mitchell & Company, LLC
Industry Financial Services
Experience
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

Richard Hundley Richard Hundley Houston, Texas Area Details
Richard Hundley's Morgan Stanley Experience February 2000 - October 2002
Job Financial Services Professional
Industry Financial Services
Experience
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

David Champagne, EIT David Champagne, EIT Charleston, South Carolina Area Details
David Champagne, EIT's Morgan Stanley Experience August 1997 - June 2005
Job Adjunct Math Instructor at Trident Technical College
Industry Civil Engineering
Experience
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

Walt Hughes Walt Hughes Houston, Texas Details
Walt Hughes's Morgan Stanley Experience August 2014 - Present
Job Associate at Morgan Stanley
Industry Investment Banking
Experience
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

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