Morgan Stanley
Industry: Investment banking company
DescriptionMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. Headquarters: New York City, New York, United States CEO: James P. Gorman (Jan 1, 2010–) Revenue: 37.94 billion USD (2017) Subsidiaries: Discover Financial Services, Did you know: Morgan Stanley is the sixth-largest bank in the US by total assets ($875 B). wikipedia.org
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Morgan Stanley Employees
Wells Fargo August 2015 - Present
Morgan Stanley February 2015 - May 2015
Students Today Leaders Forever September 2013 - May 2015
The College of St. Scholastica April 2013 - May 2015
Huhtamaki Hong Kong Limited June 2014 - August 2014
The College of St. Scholastica September 2013 - May 2014
JSL Limited June 2013 - August 2013
The College of St. Scholastica September 2011 - May 2012
Skills
Public Speaking, Event Planning, Time Management, Microsoft Office, Teamwork, Bilingual Communications, Team Building, Customer Service, Higher Education, Data Entry, Critical Thinking, Research, Student Affairs, Organization Skills
Education
The College of St. Scholastica 2011 — 2015
Bachelor's Degree, Major in Economics and Management, Minor in Finance
Village of Ridgewood, NJ Council MemberThe Village of RidgewoodJuly 2012 - Present
Kidder Peabody 1985 - 1986
Morgan Stanley 1982 - 1985
Skills
Policy Analysis, Public Policy, Policy, Government, Economic Development, Politics, Political Campaigns, Legislative Relations, Legislation, Public Administration, Grassroots Organizing, Coalitions, Local Government, Community Development, Political Consulting, Social Media, Public Speaking
Education
The College of Wooster 1979 — 1982
Bachelor of Arts (B.A.), International Relations and Affairs
Morgan Stanley June 2015 - Present
Capital One August 2014 - June 2015
Capital One June 2013 - August 2014
Capital One May 2012 - August 2012
Precious Gem, Ltd July 2010 - August 2010
Skills
Financial Analysis, Financial Reporting, Accounting, Valuation, Analysis, Financial Modeling, Bloomberg, Finance, Investments, Equities, Mergers, Portfolio Management, Strategic Financial..., Asset Managment, Data Analysis, Banking, Wedding Photography, Capital Markets, Leadership, Nordic Walking
Education
The College of William and Mary - The Mason School of Business 2009 — 2013
BBA, Finance, 3.9 Summa Cum Laude
The College of William and Mary - The Mason School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
MicroEdge February 2014 - Present
Philanthropic Trusts, Nonprofits, Consumer Goods and Social Entrepreneurship Companies May 2012 - February 2014
Bank of America July 2010 - May 2012
Avon Walk for Breast Cancer December 2008 - June 2010
PresenTense 2010 - 2010
Morgan Stanley May 2008 - July 2008
Morgan Stanley May 2007 - May 2008
Dan Klores Communications April 2004 - August 2006
Outcome May 2003 - April 2004
Executive Office of the White House United States Trade Representative January 2000 - December 2000
Education
New York University- Robert F. Wagner Graduate School of Public Policy
MPA, Public and Nonprofit Management and Policy
The George Washington University
BA, American Studies and Journalism
BGC Partners October 2014 - Present
Bank of America September 2011 - 2014
Morgan Stanley August 2010 - September 2011
Citi May 2006 - August 2010
Lehman 2000 - 2006
Chase Manhattan Bank 1992 - 2000
Manufacturers Hanover Trust 1989 - 1992
Skills
FX Options, Trading Systems, Management, Rates, Electronic Trading, Equities, Fixed Income, Capital Markets, Market Data, Risk Management, SDLC, Credit, Portfolio Management, IT Management, Program Management, Derivatives, Investment Banking, Trading, Equity Derivatives, Business Analysis, Asset Management, Credit Derivatives, Agile Methodologies, Project Management, Financial Risk, Interest Rate..., Vendor Management, IT Strategy, Financial Markets, Enterprise Architecture, Business Intelligence, Vendor Relationships, Interest Rates
Education
The Cooper Union for the Advancement of Science and Art 1984 — 1989
Bachelor of Engineering (BEng), Mechanical Engineering
Morgan Stanley August 2014 - Present
Morgan Stanley Wealth Management January 2014 - May 2014
Office Depot May 2013 - August 2013
Crust Restaurants January 2013 - April 2013
Habitat for Humanity International June 2012 - August 2012
William & Mary, School of Law August 2010 - 2012
William & Mary, School of Law 2010 - 2012
Attorney T. Lankford May 2011 - July 2011
William & Mary School of Law August 2010 - May 2011
Collins Gordon & Henry, LLC May 2010 - August 2010
Skills
Legal Writing, Legal Research, Legal Assistance, Commercial Litigation, Courts, Trials, Research, Analysis, Editing, International Relations, Hearings, Interviews, Westlaw, Financial Analysis, Lexis, Program Management, Litigation, Public Policy, Corporate Law, Policy Analysis, Civil Litigation, Mediation, Employee Relations, Finance
Education
The College of William and Mary 2012 — 2014
JD/MBA
The College of William and Mary - Marshall Wythe Law School 2010 — 2013
JD, Law
University of Notre Dame 2006 — 2010
Business Administration, Finance, Psychology
The Lovett School 2002 — 2006
NXT Capital September 2014 - Present
PwC September 2012 - September 2014
Morgan Stanley 2011 - 2011
Skills
Finance, Valuation, Capital Markets, Structured Finance, Investments, Securitization, Structured Products, Financial Analysis, Financial Modeling, Derivatives, Analysis, Public Speaking, Due Diligence, Microsoft Office
Education
The George Washington University 2008 — 2012
Business Administration
Hazelden Betty Ford Foundation July 2009 - Present
SobaLiving, LLC June 2007 - June 2009
Invest Financial Corporation December 2005 - May 2007
AllianceBernstein February 2003 - July 2005
Morgan Stanley June 2001 - January 2003
Skills
Public Speaking, Lecturing, Project Management, Networking, Organizational..., Strategic Planning, Research, Addiction Recovery, Addiction Medicine, Treatment, Strategic Partnerships, Social Networking, Social Media Marketing, Educational Outreach, Group Therapy, Family Therapy, Psychotherapy, Mental Health, Behavioral Health, Psychology, Chemical Dependency, Program Development, Teaching, Therapists, Adolescents, Crisis Intervention, Clinical Research, Training, CBT, Motivational..., Coaching, Life Transitions, Organizational..., Contract Negotiation, Prevention, Leadership Development, Higher Education, Medical Education, Family Medicine, Program Evaluation, Training Facilitation, Business Strategy, Business Planning, Contract Management, Team Building, Teamwork, Strategic Consulting, Program Financial..., Professional Ethics, Ethical Leadership
Education
Chapman University 2009 — 2011
M.A. in Psychology, Marriage and Family Therapy/Counseling, 4.0
The College of New Jersey 1997 — 2001
B.S. in Finance, Minor in Economics
Morgan Stanley June 2015 - Present
T. Rowe Price August 2014 - Present
The College of Wooster September 2013 - April 2014
U.S. Department of Housing and Urban Development (HUD) June 2013 - September 2013
Tiger Woods Foundation May 2013 - July 2013
Towne Park May 2011 - June 2013
Anne Arundel County Recreation and Parks June 2008 - August 2011
Skills
Fund Accounting, Trading Systems, Financial Analysis, Microsoft Excel, Smartstream TLM, Economic Research, Financial Reporting, Writing, Student Counseling, Community Outreach, Logistic Support, Financial Accounting, Microsoft Word, PowerPoint, Trade Compliance
Education
The College of Wooster 2010 — 2014
Bachelor of Arts (BA), Business Economics
The Severn School 2003 — 2010
H.S. Degree, College Preparatory
GE Capital August 2013 - Present
Morgan Stanley December 2010 - July 2013
US Navy May 2005 - July 2010
Skills
Operational Planning, Security Clearance, National Security, Military, Program Management, Operations Management, Military Experience, Leadership, DoD, Military Operations, Government, Security, Navy, Policy, Organizational..., Leadership Development, Team Leadership, Weapons, Command, Intelligence, Defense, Government Contracting, Army, Crisis Management
Education
United States Naval Academy 2001 — 2005
BS, Political Science International Relations
The College of William and Mary - The Mason School of Business 2009 — 2011
MBA, Entrepreneurship
Morgan Stanley January 2015 - Present
Morgan Stanley Private Wealth Management May 2013 - Present
Serengetee LLC September 2013 - Present
fashionABLE August 2014 - May 2015
The College of New Jersey April 2013 - January 2014
The College of New Jersey February 2012 - August 2012
Skills
Microsoft Office, Team Leadership, Task Management, Cultural Awareness, Microsoft Excel, PowerPoint, Bloomberg, SPSS, Social Media Marketing, Social Entrepreneurship, Social Networking, Event Planning, Facebook, Psychology
Education
The College of New Jersey 2011 — 2015
Bachelor's Degree, Marketing & Psychology Double Major
SRH University of Heidelberg, Germany 2014 — 2014
Business Administration and Management, General
Sterling National Bank February 2014 - Present
Southwest Securities September 2013 - February 2014
Wells Fargo February 2012 - September 2013
Bank of America September 2008 - January 2012
CITI Group July 2006 - May 2008
Washington Mutual 2004 - 2006
Morgan Stanley 2003 - 2004
GMAC Bank 2001 - 2003
GE Capital 1991 - 2001
Skills
Loans, Credit, Credit Analysis, Underwriting, Credit Risk, Risk Management, Commercial Lending, Portfolio Management, Financial Analysis, Commercial Banking, Financial Risk, Relationship Management, Capital Markets, Mortgage Banking, Mortgage Lending, Asset Based Lending, Finance, Due Diligence, Small Business Lending, Mortgage Underwriting, Executive Management, Commercial Mortgages, Financial Services, Banking, Consumer Lending, Residential Mortgages, Valuation, Financial Modeling, Process Improvement, Refinance, Loss Mitigation, Loan Origination
Education
The College of New Jersey 1978 — 1982
Bachelor's of Science, Accounting and Finance
Morgan Stanley July 2013 - Present
Education
The George Washington University 2008 — 2012
Bachelor of Business Administration, International Business, Management of Information Systems, Spanish
Connolly Music Company July 2012 - Present
The Long Island Violin Shop June 2010 - July 2012
Dixon Hughes Goodman LLP July 2011 - August 2011
College of William and Mary April 2009 - May 2011
Morgan Stanley June 2008 - August 2008
Education
The College of William and Mary - The Mason School of Business 2007 — 2011
BBA, Accounting
Chaminade High School 2003 — 2007
Wells Fargo Securities June 2015 - Present
Wells Fargo Securities May 2012 - Present
Wells Fargo Securities June 2011 - August 2011
SafePlaceUSA September 2008 - June 2011
The Abernathy MacGregor Group May 2010 - August 2010
Morgan Stanley May 2009 - June 2009
Skills
Investment Banking, Equity Capital Markets, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Strategic Planning, Microsoft Word, Outlook, Negotiation, ThomsonOne, capital IQ, Bloomberg Software, Factset
Education
The George Washington University 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General, GPA: 3.94 Cumulative GPA: 3.9
The Beacon School 2004 — 2008
GPA: 4.0
Far Hills Group, LLC December 2014 - Present
Peracon July 2014 - November 2014
Coutts January 2012 - February 2014
Citi August 2008 - January 2012
Citi September 2006 - August 2008
J. & W. Seligman March 2005 - August 2006
Morgan Stanley June 2000 - March 2005
Skills
Investments, Wealth Management, Asset Management, Private Banking, Portfolio Management, Asset Allocation, Banking, Investment Management, Relationship Management, Hedge Funds, Business Development, Financial Services, Wealth Management..., Retirement Planning, Series 63, Risk Management, Networking, Structured Products, Due Diligence, Asset Managment, Alternative Investments
Education
The George Washington University 1996 — 2000
B.A., International Affairs, with Area of Concentration in International Economics
TASIS - The American School In Switzerland (Lugano) 1995 — 1996
The Browning School - New York, New York 1985 — 1995
Konica Minolta Business Solutions U.S.A., Inc. January 2015 - Present
Financial Services, Inc. June 2012 - December 2014
JP Morgan November 2008 - June 2012
JP Morgan June 2007 - October 2008
J.P. Morgan May 2005 - May 2007
Morgan Stanley December 2001 - April 2005
Skills
Change Management, Problem Solving, Project Portfolio..., Project Implementation, Process Improvement, Offshoring, Client Relationship..., Budget Tracking, Microsoft Office, Risk Mitigation, Strategic Planning, Performance Reporting, Performance Metrics, Streamline Processes, Business Requirements, Training Delivery, Reconciliation, Software Implementation
Education
The College of New Jersey 1997 — 2001
Bachelor of Science (BS), Business Administration with a specialization in Finance
ADP January 2014 - Present
ADP June 2012 - January 2014
ADP February 2011 - June 2012
Morgan Stanley December 2009 - February 2011
Morgan Stanley April 2005 - December 2009
Ernst & Young September 2003 - April 2005
Merrill Lynch 2000 - 2003
Skills
Internal Audit, ADP, Operational Risk, Risk Management, Process Auditing, Certified Internal..., Audit Committee, Risk Advisory, Segregation of Duties, Compliance Audits, Operational Risk..., Risk Assessment, Fraud Investigations, Internal Controls, Enterprise Risk..., FCPA, SOX, Fraud, Big 4, Audit, Compliance Management, Special Projects, Risk Analysis, Auditing, AML, Financial Control, Action Plans, Investment Banking, Corporate Treasury, Treasury Functions, Treasury, Liquidity Management, Liquidity Risk, Funding, Strategy, Sarbanes-Oxley, Treasury Management, @Risk, Financial Audits, Securities, Equities, IT Audit, Financial Risk, Sarbanes-Oxley Act, Quality Auditing, ADP Payroll, Management, Process Improvement
Education
The College of New Jersey 1999 — 2003
BS, Finance
ConvergeOne Program Management (formerly The NorthPark Group, LLC) 2012 - Present
Morgan Stanley December 2008 - 2012
Morgan Stanley November 2002 - December 2008
Palmer Hill Inc. January 1998 - November 2002
Information Concepts Inc. June 1988 - January 1998
Skills
Program Management, Team Lead, Product Management, Project Portfolio..., Matrix Management, PMO, Entrepreneur, Financial Planning, Corporate Development, Full SDLC, Databases, Client Relationship..., Mentoring, Business Continuity, Product Development, Operational Risk, Consulting, Disaster Recovery, IT Management, Financial Services, Risk Management, CRM, Project Management, Data Center, Enterprise Architecture, Entrepreneurship, Software Development, SDLC, Management, Vendor Management, IT Strategy, Leadership, PMP, Change Management
Education
The George Washington University
MS, Computer Science
The College of Wooster
BS, Computer Science
WWE February 2015 - Present
Morgan Stanley November 2011 - March 2015
FireballIT August 2008 - November 2012
Cablevision November 2010 - October 2012
Best Buy September 2007 - June 2010
Skills
Remote Desktop, Desktop Deployment, Desktop Application..., Computer Repair, Network Administration, IT Solutions, Help Desk Support, Information Technology, Network Design, Networking, Technical Support, Computer Hardware, VMware, Windows 7, Windows XP, Microsoft Office, Software Installation, Troubleshooting, Hardware, Citrix, Windows Server, Laptops, Printers, Active Directory, System Administration, Customer Service, Windows, Disaster Recovery
Education
The College of Westchester 2010 — 2012
Associate of Science (A.S.), Computer Networking Administration
Mt Vernon High School 2003 — 2007
High School Diploma
Christian & Barton, LLP September 2009 - Present
Superior Court of the District of Columbia May 2007 - August 2007
Bank of America February 2004 - July 2006
Morgan Stanley July 2002 - July 2003
Skills
Financial Modeling, Investments, Corporate Finance, Private Equity, Legal Research, Mergers & Acquisitions, Corporate Law, Litigation, Commercial Litigation, Appeals, Securities Regulation, Trial Advocacy, Trial Practice
Education
The College of William and Mary - Marshall Wythe Law School 2006 — 2009
J.D.
Trinity College-Hartford 1998 — 2002
B.A., Economics
Shipley School
Kendall Capital May 2014 - Present
Morgan Stanley November 2008 - May 2014
First Financial Group April 2007 - November 2008
Ameriprise Financial Services, Inc. July 2001 - April 2007
Skills
Financial Planning, Training & Development, Staff Training, Staff Mentoring, Staff Management, Certified Financial..., Series 7, Series 63, Insurance Planning, Investment Strategies, Asset Allocation, Financial Planners, Investment Advisory, Retirement Planning, Wealth Management, Strategic Financial..., Investments, Estate Planning, Finance, Financial Services, Investment Management, Mutual Funds, Wealth Management..., Asset Management
Education
The George Washington University
BS, Business Administration, Management and Operations
Walter Johnson High School
Gallup May 2015 - Present
Point72 Asset Management, L.P. June 2015 - August 2015
Business Management & Analysis Group (BMAG) September 2014 - April 2015
Eureka Capital Markets, LLC June 2014 - August 2014
Morgan Stanley September 2013 - December 2013
Northwestern Mutual June 2013 - August 2013
U.S. Department of Homeland Security May 2012 - August 2012
Skills
Leadership, Public Speaking, Financial Modeling, Valuation Modeling, Microsoft Excel, PowerPoint, Data Analysis, Financial Analysis, Community Outreach, Customer Service, Communication Skills, Leadership Development, Financial Services, Strategic Financial..., Risk Management, Investments, Government, Finance, Mutual Funds, Economics, Analysis, Access, Bloomberg, Securities, Macintosh Applications, PC, Microsoft Visio, Microsoft Access, Microsoft Office 2007, Thompson One Analytics, Microsoft Office
Education
The George Washington University 2012 — 2016
Bachelor of Business Administration (BBA), Finance
OpenDoor 2013 — 2014
Inside an Investment Bank (Sponsored by Bank of America Merrill Lynch)
St. Stephen's and St. Agnes College Preparatory School 2007 — 2011
High School Diploma
The Johns Hopkins University 2002 — 2005
Liberal Arts and Sciences/International Studies & United Nations (UN) Affairs
Clear Financial Solutions 2010 - Present
Fifth Third Bank 2006 - 2010
Wells Fargo Bank 2002 - 2006
Morgan Stanley January 1998 - January 2002
Skills
Investment Properties, First Time Home Buyers, Condos, Relocation, Short Sales, REO, Credit Management, Budgets, Consulting, Foreclosures, Mortgage Banking, Referrals, Marketing, Property Management, Loan Origination, Residential Mortgages, Buyer Representation, Mortgage Underwriting, Home Equity Loans, Finance, Home Equity Lines of..., Debt Consolidation, Lines Of Credit, Consumer Lending, Property, Single Family Homes, Construction Loans, HUD, USDA, New Home Sales, FHA financing, Listings, Move Up Buyers, VA loans, Investors, Reverse Mortgages, Certified Mortgage..., Commercial Real Estate, Disposition, Government Loans, Home Staging, Leases, Loss Mitigation, Luxury, Non-Conforming, Real Estate Development, Real Estate License, Apartments, Real Estate Financing, Rentals
Education
The Defiance College 1995 — 1997
Van Wert High School 1973 — 1977
High School Diploma, General Studies
Barclays Capital February 2009 - Present
Barclays Capital January 2006 - February 2009
UBS June 2004 - September 2005
Morgan Stanley November 2003 - June 2004
Morgan Stanley August 2002 - November 2003
Skills
Fixed Income, Finance, Reference Data, Financial Services
Education
The College of New Jersey 1998 — 2002
Bachelor of Science, Business Marketing/Human Resources, 3.6 GPA
TD October 2012 - Present
MediMedia USA June 2012 - September 2012
Delaware Investments June 2011 - May 2012
Merrill Lynch/Bank of America August 2007 - November 2011
Merrill Lynch Investment Managers April 2000 - June 2007
BlackRock 2006 - 2007
Dynamics Resources Inc March 1998 - March 2000
Johnson & Johnson Corporate Headquarters May 1992 - May 1998
First Boston Corporation January 1994 - May 1996
Morgan Stanley April 1991 - December 1993
Skills
Data Warehousing, ETL, Informatica, Oracle, Microsoft SQL Server, SQL, SDLC, Business Analysis, Autosys, Sybase, Master Data Management, Unix, Software Development, Data Migration, Datastage, PL/SQL, Ksh, Erwin, Integration, Requirements Gathering, Linux, Oracle SQL, Data Integration, Application Development, Websphere, Toad
Education
The College of New Jersey 1977 — 1981
Bachelor of Science, Business Management/ Computer Science
UBS Investment Bank August 2014 - Present
Morgan Stanley April 2010 - July 2014
Merrill Lynch July 2006 - May 2010
Merrill Lynch July 2004 - July 2006
Governor's School of New Jersey September 2002 - June 2004
Skills
SDLC, Business Analysis, CRM, Marketing Automation, Business Intelligence, Sales Enablement, Salesforce.com, Eloqua, Integration, Financial Services, Project Management, Wealth Management, Research, Mutual Funds, Investments, Management, Fixed Income, Equities, Vendor Management, Offer Management, Business Requirements, Analytics
Education
The College of New Jersey 2000 — 2004
BS, Business (Information Systems Management)
Greenspring Associates July 2014 - Present
Morgan Stanley February 2012 - July 2014
Skills
Financial Modeling, Financial Analysis, Equities, Valuation, Bloomberg, Corporate Finance, Strategic Financial..., Investments, Fixed Income, Portfolio Management, Capital Markets, Investment Banking, Derivatives, Series 7, Asset Management
Education
Towson University 2008 — 2011
Bachelor of Science (BS), Finance, General
The Community College of Baltimore County 2006 — 2008
General Studies
Morgan Stanley June 2015 - Present
Morgan Stanley June 2014 - August 2014
OppenheimerFunds May 2013 - August 2013
Legacy Youth Tennis and Education June 2012 - August 2012
National Junior Tennis and Learning (NJTL) June 2011 - August 2011
Skills
Human Resources, Systems Management, Leadership, Business Process..., Research, Visio, Microsoft Excel, Recruiting, Microsoft Word, Microsoft Office, Social Media, Phone Screening, Interviews, Reference Checking, Workday, SuccessFactors, SPSS, Correlation Analysis, Employee Engagement, Employee Surveys, PowerPoint
Education
The George Washington University 2011 — 2015
Bachelor of Arts, Organizational Sciences, Magna Cum Laude (3.65)
University of Haifa 2014 — 2014
Friends' Central School 2003 — 2011
First Eagle Investment Management June 2010 - Present
Prudential Financial January 2002 - June 2010
Morgan Stanley January 2000 - January 2002
Skills
Marketing Strategy, Management, Mutual Funds, Selling, Sales, CRM, Retirement, Series 63, Series 7, Investments, Alternative Investments, Separately Managed..., Asset Allocation, ETFs, FINRA, Series 65, Hedge Funds
Education
The College of New Jersey 1992 — 1996
Bachelor of Science (BS), Law and Justice
Clifford Chance LLP November 2014 - Present
Bingham McCutchen August 2013 - November 2014
PHH Corporation October 2012 - July 2013
FisherBroyles, LLP July 2012 - October 2012
Sidley Austin September 2001 - February 2012
Morgan Stanley October 2010 - January 2012
Moore & Van Allen 1999 - 2001
Kilpatrick Stockton 1997 - 1999
Skills
Securities, Capital Markets, Structured Finance, Due Diligence, Securities Regulation, Commercial Real Estate, Corporate Governance, Corporate Law, Joint Ventures
Education
The College of William and Mary - Marshall Wythe Law School 1994 — 1997
J.D.
Trinity College-Hartford 1990 — 1994
B.A., Public Policy, Economics
Bon Secours Health System January 2006 - Present
Morgan Stanley May 2004 - July 2005
Independent Financial Consultant October 2001 - May 2004
Virginia Union University December 1999 - October 2001
Circuit City March 1998 - December 1999
Circuit City January 1998 - March 1998
Circuit City December 1996 - January 1998
Circuit City September 1994 - December 1996
United Network for Organ Sharing December 1992 - September 1994
United Network for Organ Sharing January 1992 - December 1992
Skills
Financial Analysis, Finance, Sarbanes-Oxley Act, Financial Reporting, Accounting, Nonprofits, Auditing, Process Improvement, Corporate Finance, Internal Audit, Accounts Payable, Cost Accounting
Education
The College of William and Mary - The Mason School of Business 1979 — 1983
B.B.A., Accounting
Coach June 2014 - Present
Maersk Line February 2012 - Present
Johnson & Johnson July 2011 - December 2011
Morgan Stanley November 2010 - June 2011
Integro Insurance Brokers June 2005 - May 2010
Data Access Datapatch 1999 - 2005
Prudential 1987 - 1999
Integrated Business Systems 1984 - 1987
Skills
Telecommunications, Data Center, Documentation, VoIP, Cisco, PMI PMP Certified, Cisco Technologies, Software Documentation, Security, Cloud Computing, Business Analysis, SDLC, Service Delivery, System Deployment, PMP, VPN, Avaya, WAN, Troubleshooting, ITIL, Networking, Visio, Project Management, Disaster Recovery, Software Project..., IT Service Management, Integration, Switches, MPLS, Telephony, Call Centers, Requirements Analysis, Program Management, Vendor Management, IT Strategy, System Administration, IT Management, Management, Infrastructure, Routers, Information Technology, Operating Systems, Enterprise Software, Strategy, Technical Support, Project Portfolio..., Project Planning, IT Operations, Enterprise Architecture
Education
The College of New Jersey 1980 — 1984
Bachelors Degree, Computer Science
Colonia Senior High School 1978 — 1980
High School
PMI
PMI
Goldman Sachs May 2013 - Present
UBS Investment Bank March 2012 - April 2013
UBS Investment Bank June 2009 - March 2012
UBS Investment Bank June 2008 - August 2008
Morgan Stanley January 2007 - December 2007
A&P Landscaping June 2005 - August 2006
Skills
Fixed Income, Capital Markets, Investment Banking
Education
The George Washington University 2005 — 2009
Thomson Reuters September 2013 - Present
Morgan Stanley June 2012 - September 2013
Barclays Capital August 2010 - May 2012
Morgan Stanley January 2009 - August 2010
Lab49 July 2007 - August 2010
Morgan Stanley November 2007 - December 2008
Community Connect May 2006 - July 2007
Credit Suisse August 1996 - May 2006
AIL Systems, Inc. June 1994 - August 1996
Skills
TIBCO Rendezvous, C#, .NET, JavaScript, LINQ, Oracle, Websphere MQ, Perl, Octave, Java, Powershell, Microsoft SQL Server
Education
The Cooper Union 1988 — 1994
B.S., Electrical Engineering
Tenalfy High School
Morgan Stanley March 2014 - Present
BNP Paribas 2011 - 2014
CPM Group 2006 - 2011
Morgan Stanley 2005 - 2006
Skills
Trading, Equities, Commodity, Capital Markets, Derivatives, Corporate Finance, Securities, Investment Banking, Hedge Funds, Financial Markets, Emerging Markets, Fixed Income, Options, FX Options
Education
The George Washington University
B.A., International Economics
Universidad de Sevilla
International Economics
MetLife March 2014 - Present
Morgan Stanley 2006 - 2013
Credit Suisse 2000 - 2006
Morgan Stanley January 1990 - April 2000
Skills
Corporate Communications, Media Relations, Hedge Funds, Investment Banking, Equities, Management, Senior Executive..., Press Releases, Capital Markets, Crisis Management, Strategic Communications, Private Equity, Public Affairs, Strategy, Public Relations, Financial Services, Investments, Crisis Communications, Editing, Finance
Education
The College of New Jersey
Bachelor's degree, Psychology
The College of New Jersey
Bachelor's degree, Psychology
WisdomTree Asset Management 2013 - Present
J.P. Morgan 2009 - 2012
Morgan Stanley 1996 - 2009
Skills
Swaps, FX, ETFs, Trading, Trading Systems, Risk Management, Series 7, Series 63, Series 24, International Trade, Series 3, Series 55, Equities, Equity Derivatives, Hedging, Hedge Funds, Arbitrage, Securities Lending
Education
The George Washington University
cum laude
Morgan Stanley June 2014 - Present
Morgan Stanley June 2013 - August 2013
Economists Incorporated June 2011 - June 2012
Economists Incorporated May 2010 - May 2011
Economists Incorporated July 2009 - May 2010
Skills
Excel, Access, Stata, Word, VBA, PowerPoint, ArcGIS, Research, Statistics, Microsoft Excel, Microsoft Word, Recruiting, Economics, Data Analysis
Education
New York University - Leonard N. Stern School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Accounting and Finance
The George Washington University 2005 — 2009
B.S., Economics
HRA 2000 - Present
Morgan Stanley 1999 - 2000
Skills
Customer Service, PowerPoint, Research, Access, Project Management, Spreadsheets, Management, Outlook, Microsoft Office, Microsoft Excel, Microsoft Word, Facilities Management, Analysis, Government, Policy
Education
College of New Rochelle
Bachelor of Arts (B.A.)
Broadleaf Partners February 2009 - Present
Morgan Stanley January 1999 - February 2009
Skills
Investments
Education
The College of Wooster 1988 — 1992
BA, Business Economics
Western Reserve Academy 1985 — 1988
Secondary
Raritan High School September 2010 - Present
Howell High School September 2006 - June 2010
Merrill Lynch Video Network June 2003 - July 2006
Morgan Stanley June 2001 - June 2003
Skills
Video Production, Video Editing, Final Cut Pro, Teaching, Avid Media Composer, Photoshop, PowerPoint, Budgets, Microsoft Office, Microsoft Excel, Microsoft Word, Writing, Prezi
Education
The College of New Jersey 1995 — 1999
Bachelor of Arts (B.A.), Television Production
Morgan Stanley May 2015 - Present
Ameriprise Financial Services, Inc. July 2014 - August 2014
Education
The College of William and Mary - The Mason School of Business 2012 — 2016
Y Creative Group November 2006 - Present
Group DCA November 2002 - November 2006
Dentino Marketing February 2000 - July 2002
Morgan Stanley 1999 - 2001
Imagemarc Design Studio 1994 - 1999
MasterCard January 1992 - October 1994
Skills
Graphic Design, Strategic Communications, Advertising, Art Direction, Corporate Identity, Direct Marketing, Packaging, Magazines, Logos, Publications, Direct Mail, Brand Development, Social Media Marketing, Digital Marketing, Creative Direction, Copywriting, Creative Development, Integrated Marketing, Web Design, Marketing Communications, Digital Media, Email Marketing, Online Marketing, Marketing Strategy, Digital Strategy, SEO, Promotions, InDesign, Illustrator, Photoshop, SEM, Online Advertising, Project Management, Concept Development, Brochures, Newsletters, Logo Design, Typography, Marketing, Layout, Branding & Identity, Corporate Branding, Interactive Marketing, Photography, Website Development, Graphics, Multimedia, Interactive Advertising, Facebook, Adobe Creative Suite
Education
The College of New Jersey 1982 — 1986
BA, Advertising Design
Paramus High School 1978 — 1982
Annunciation
UC Berkeley July 2014 - Present
Morgan Stanley June 2011 - June 2012
Morgan Stanley June 2010 - August 2010
Skills
Investment Banking, Bloomberg, Financial Modeling, Financial Statement..., Microsoft Excel, Matlab, PowerPoint, Stochastic Calculus, Corporate Finance, Aircraft Leasing, Investments, Microsoft Office, Financial Analysis, Portfolio Management, Equities, Business Analysis, Finance, Risk Management
Education
University of California, Berkeley 2014 — 2015
Economics
The George Washington University 2012 — 2014
Graduate Certificate, Financial Mathematics, 4.0
The College of William and Mary - The Mason School of Business 2007 — 2011
Bachelor’s Degree, Finance and Economics, 3.9
Thomas Jefferson High School for Science and Technology 2003 — 2007
TJHSST Virginia Advanced Studies Diploma
Met Life Stadium/Delaware North Company August 2011 - Present
Morgan Stanley February 2014 - July 2014
Wealth Preservations Solutions August 2013 - March 2014
Skills
Customer Service, Sales, Marketing, Management, Event Planning, Strategic Planning, Microsoft Office, Social Media, Account Management, Team Building
Education
The Culinary Institute of America
Associates Degree in Occupational Studies, Hospitality Administration/Management
Morgan Stanley August 2015 - Present
World Trade Center Institute January 2014 - June 2014
Ali'z Fashion January 2011 - January 2014
British Investments January 2012 - January 2013
Skills
Management, Social Media, Business Development, Research, Social Networking, Marketing, Analysis, Strategic Planning, Finance, Leadership, CRM, International Business, Email Marketing, International Relations, Facebook, Budgets, Advertising
Education
University of Baltimore 2013 — 2015
Bachelor of Business Administration (B.B.A.), International Finance
The Community College of Baltimore County 2011 — 2013
Bachelor of Business Administration, Finance; Business Administration & English
Morgan Stanley 2006 - Present
Keane 1998 - 2006
Skills
Derivatives, Capital Markets, Trading Systems, Equities, Investment Banking, Requirements Analysis, Business Analysis, Fixed Income, SDLC, Hedge Funds, SQL, Risk Management, Software Development, Change Management
Education
The Chubb Institute 1998 — 1998
Certification, Mainframe and Distributed Programming
The College of New Jersey 1993 — 1997
B.A., Journalism
AB Marketing Communictions August 2015 - Present
Prudential Real Estate Investors April 2014 - August 2015
Brookfield Asset Management February 2012 - March 2014
Deutsche Bank October 2010 - February 2012
Morgan Stanley 2004 - November 2010
Citi July 2003 - July 2004
Trizec Properties 2001 - 2003
Nextel Communications 1999 - 2001
Skills
Corporate Communications, Communications Strategy, Private Equity, Conferences, Internal Communications, Press Releases, Public Relations, Integrated Marketing, Social Media, Asset Managment, Alternative Investments, Investments, Newsletters, Equities, Marketing, Hedge Funds, Portfolio Management, Strategy, Fixed Income, Strategic Communications, Management, Asset Management, Advertising, Financial Services
Education
The George Washington University 1998 — 2000
Certificate, Public Relations
Virginia Polytechnic Institute and State University 1991 — 1995
Bachelor of Arts, Communications - Public Relations Concentration and Marketing Minor
SABIC November 2013 - Present
SABIC June 2013 - January 2014
Morgan Stanley January 2013 - April 2013
SABIC June 2012 - August 2012
Merrill Lynch May 2012 - July 2012
SABIC Innovative Plastics May 2011 - September 2011
YMCA May 2010 - August 2010
Berkshire Hills Country Club July 2006 - August 2009
Skills
Accounting, PowerPoint, Microsoft Excel, Microsoft Office, Financial Analysis, Microsoft Word, Customer Service, Public Speaking, Research, Time Management, Teamwork, Leadership, SAP, Management
Education
The College of Saint Rose 2009 — 2013
Bachelor, Business Administration; Finance
Wahconah Regional High School 2006 — 2009
Diploma, College Prep
Morgan Stanley August 2013 - Present
Skills
Human Resources, Payroll, ADP Payroll, Microsoft Excel, Project Planning, Workday, Microsoft Office, Customer Service, Finance, Leadership, Microsoft Project, Cash Management
Education
The College of New Jersey 2009 — 2013
Bachelor's Degree, Finance, General
Northrop Grumman Corporation October 2015 - Present
Northrop Grumman Corporation April 2015 - October 2015
ULTA Beauty September 2013 - September 2015
Morgan Stanley June 2014 - August 2014
Eddie Bauer August 2011 - September 2013
Skills
Loss Prevention, Visual Merchandising, Store Management, Store Operations, New Store Openings, Shrinkage, Driving Results, Big Box, Merchandising, Planograms, Merchandise Planning, New Store Development, Window Displays, Associate Development, Retail
Education
University of Baltimore 2015 — 2017
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Baltimore 2013 — 2015
Bachelor's of Science, Business Administration and Management, General
The Community College of Baltimore County 2010 — 2013
Associate's degree, General Studies
Strategic Event Design May 2001 - Present
Bentonville Film Festival October 2014 - May 2015
Credit Suisse First Boston 1997 - 2000
Salomon Smith Barney 1996 - 1997
Moving Products - 1996 Summer Olympic Games in Atlanta, GA 1996 - 1997
Morgan Stanley 1992 - 1996
Skills
Event Management, Corporate Events, Sports, Strategy, Online Marketing, Marketing, Strategic Planning, Hospitality, Event Planning, New Business Development, Digital Marketing, Entertainment, Social Media, Advertising, Brand Management, Media Relations, Program Management, Social Networking, Corporate Communications, Trade Shows, Sales, Video Production, Television, Budgets, Customer Service, Copywriting, Press Releases, Public Speaking, Business Development, Public Relations, Online Advertising, Time Management, Brand Development, Blogging, Business Strategy, Lead Generation, Social Media Marketing, Digital Media, Fundraising, Entrepreneurship, New Media, Tourism, Marketing Strategy, Relationship Marketing, Email Marketing, Digital Strategy, Sponsorship, Creative Direction, Marketing Communications, Direct Marketing
Education
The George Washington University 1988 — 1992
Morgan Stanley July 2015 - Present
Morgan Stanley Wealth Management May 2013 - June 2015
Avalon English and New British Centre July 2010 - July 2012
Women for Women International May 2009 - August 2009
Skills
Spanish, Human Resources, Training, Leadership, Marketing, Program Management, Market Research, Policy Analysis, Strategic Planning, Organizational..., Strategic Communications, Leadership Development, Management Consulting, Social Media, Public Speaking, International Relations, Community Outreach
Education
The George Washington University 2006 — 2010
Bachelor of Arts (B.A.), International Affairs and Geography, Cum Laude
American University Centre of Provence 2008 — 2008
Morgan Stanley June 2006 - Present
PA House of Representatives June 1998 - June 2006
Central Penn College January 2005 - December 2005
Education
The George Washington University 2002 — 2004
Master of Public Administration (MPA), Public Finance and Budgeting
York College of Pennsylvania 1998 — 2002
Bachelor of Arts (B.A.), Public Administration
Eton Park Capital Management, L.P. 2004 - Present
UBS 2004 - 2004
Morgan Stanley 2001 - 2004
Goldman Sachs 1999 - 2001
Skills
Equities, Prime Brokerage, Hedge Funds, Corporate Actions, Alternative Investments, Client Services, Middle Office
Education
The College of New Jersey 1995 — 1999
BA, English
BlackRock November 2009 - Present
Morgan Stanley June 2007 - November 2009
MetLife December 2004 - June 2007
Skills
Series 7, Series 66, CMFC, Alternative Investments, Hedge Funds, Private Equity, Mutual Funds, Asset Allocation, ETFs, FINRA, Wealth Management, Fixed Income, Investments, Securities
Education
The College of New Jersey 2000 — 2004
BS, Business Finance
Morgan Stanley January 2014 - Present
New York & Company December 2012 - January 2013
MaryWill Travel May 2012 - August 2012
The College of Westchester October 2009 - August 2012
Skills
Computer Technology, Project Management, Microsoft Applications, Marketing, Teamwork, Sales, Customer Service, Event Management, Event Planning, Higher Education, Leadership, Microsoft Office, PowerPoint, Microsoft Word, Public Speaking, Research
Education
The College of Westchester 2009 — 2012
Bachelor’s Degree, Business Administration and Management, General, GPA 3.4
Stratas Advisors August 2015 - Present
Morgan Stanley September 2014 - February 2015
Crown Castle May 2014 - August 2014
PNC May 2013 - August 2013
Merrill Lynch May 2012 - August 2012
Skills
Finance, Portfolio Management, Research, Social Media, Teamwork, Wealth Management, PowerPoint, Microsoft Excel, Event Planning, Social Skills, Marketing Strategy, Photoshop, HTML, Financial Analysis, Financial Modeling
Education
The George Washington University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Peters Township High School 2008 — 2011
veritas
MBA Prep Course
Access Distribution Partners March 2014 - Present
J.P.Morgan Asset Management September 2009 - March 2014
J.P.Morgan Funds November 2007 - September 2009
Raymond James & Associates July 2006 - November 2007
Morgan Stanley June 2003 - July 2006
The College of Wooster May 2001 - July 2001
Skills
Direct Sales, Analysis, Business Analysis, New Business Development, Business Strategy, Investments, Investment Properties, Alternative Investments, Investment Strategies, Sales Process, Financial Analysis, Financial Planning, Insurance, Research, Teamwork, Real Estate, Hedge Funds, Equity Capital Markets, Private Equity/Venture..., Fixed Income, Asset Allocation, Asset Management, Investment Advisory, Financial Markets, Mutual Funds, Separately Managed..., Microsoft Office, Series 7, Series 66, Series 3, Series 31, Life and Health..., Asset Managment, Finance, Financial Services, Investment Management, Series 63
Education
The College of Wooster 1999 — 2003
Bachelor of Arts, Mathematics and Business Economics
KeyBanc Capital Markets 2013 - Present
Morgan Stanley 2010 - 2012
UBS Investment Bank 2000 - 2010
BNP Paribas 1998 - 2000
Copelco / American Healthfund 1996 - 1998
PNC 1995 - 1996
Skills
Equity Research Analysis, Credit Analysis, Equity Valuation, Investment Banking, Healthcare Industry, Chemical Industry, Asset Managment, Investments
Education
The College of Wooster
Bachelor of Arts (BA), Economics and Spanish
Morgan Stanley October 2014 - Present
International Fund Services Ltd, A State Street Company April 2011 - October 2014
State Street Corporation May 2007 - April 2011
Skills
Bloomberg, Valuation, Fixed Income, Team Leadership, Hedge Funds, Derivatives, Account Reconciliation, Finance, Mutual Funds
Education
The College of New Jersey 2002 — 2006
Bachelors, Finance
BNP Paribas December 2012 - Present
Morgan Stanley January 2012 - September 2012
BNY Mellon November 2011 - January 2012
Credit Suisse September 2011 - October 2011
Barclays Capital April 2010 - September 2011
Goldman Sachs November 2009 - March 2010
Rabobank International May 2009 - October 2009
BNY Mellon December 2008 - April 2009
Barclays Capital April 2007 - December 2008
AXA Financial November 2004 - April 2007
Skills
Fixed Income, Equities, Product Control, Operations Control, P&L reconciliation, P&L Reporting, Account Reconciliation, Bank Reconciliation, Nostro Reconciliation, Tax Reporting, Private Banking, Asset Managment, Middle Office, Back Office, Credit Derivatives, Interest Rate..., Microsoft Excel, Financial Analysis, Vlookup, MS Excel Pivot Tables, Interest Rate Swaps, Financial Risk, Securities, Trading, Prime Brokerage, Capital Markets, General Ledger, Balance Sheet, Derivatives, Asset Management
Education
The College of New Jersey 1999 — 2003
Bachelor of Science, Business Administration; Finance
Clifton High School 1995 — 1999
Morgan Stanley October 2014 - Present
Moody's Investors Service July 2011 - October 2014
NYU School of Law - National Center for Philanthropy and the Law September 2009 - June 2011
City of New York May 2010 - August 2010
iMentor August 2005 - September 2009
Skills
Public Finance, Credit Analysis, Bonds, Credit, Credit Risk, Municipal Bonds, Government Accounting, Client Relations Skills, Business Writing, Public Speaking, Bloomberg, Economics, Emerging Markets, Securities, Quantitative Analytics, Corporate Finance, Financial Modeling, Fixed Income, Public Policy, Research, Program Evaluation, Capital Markets, Politics, Nonprofits
Education
NYU Wagner Graduate School of Public Service 2009 — 2011
MPA, Public Finance
The George Washington University 2001 — 2005
BA, Political Science with Public Policy focus and Psychology
Morgan Stanley July 2011 - Present
Merrill Lynch May 2004 - August 2008
Deutsche Asset Management October 2003 - May 2004
Morgan Stanley Investment Management August 1999 - October 2003
Simpson Thacher & Bartlett LLP June 1998 - August 1999
Skills
Risk Management, Credit Risk, Service Level Agreements, Regulatory Examinations, Internal Audit, New Product Approval..., Material Risk..., FFIEC 101 Attestation..., Internal Control..., Client Services, Banking, Financial Risk, Financial Services, Strategy, Legal Compliance, Financial Regulation
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Specializations in Strategy and Leadership
The George Washington University 1995 — 1997
Graduate Certificate, Paralegal Studies
University of Florida 1987 — 1991
B.S., Advertising
St. John's Parish Day School July 2013 - Present
Maricom, a CSC company August 2010 - July 2013
Morgan Stanley January 2009 - August 2010
Skills
Process Improvement, Financial Analysis, Financial Modeling, Forecasting, Business Analysis, Microsoft Excel, Vendor Management, Business Process..., Access, Microsoft Office, Budgets, Costpoint, Government Contracting
Education
Towson University
Bachelor of Science, Business
The Community College of Baltimore County 2011 — 2012
Business Accounting Certificate, Accounting
Morgan Stanley September 2015 - Present
Motif Investing April 2015 - September 2015
IBM Global Business Services June 2012 - March 2015
IBM Global Business Services September 2009 - June 2012
IBM Global Financing May 2008 - August 2008
Dow Jones 2005 - 2007
Merrill Lynch 2005 - 2007
Skills
Business Analysis, Strategy, Financial Modeling, Management Consulting, Finance, Business Process..., Program Management, Management, Business Transformation, Process Improvement, SDLC, Team Leadership, Analysis, Mergers & Acquisitions, Financial Analysis, Business Strategy, Agile & Waterfall..., Competitive Analysis, User Acceptance Testing, Agile Methodologies, Process Optimization, Requirements Gathering, Financial Services, Scrum, Consulting, Leadership, Data Analysis, IT Strategy, Business Process, Project Management, Business Intelligence, Strategic Planning
Education
The College of William and Mary
BBA, Finance
The College of William and Mary - The Mason School of Business
MBA, Finance
University of Pennsylvania - The Wharton School
Executive Education, SIFMA - SII - Securities Industry Institute
Guardian Life January 2014 - Present
Guardian Life March 2011 - January 2014
Morgan Stanley January 2010 - March 2011
BlackRock May 2008 - January 2010
Skills
CFA, Loan Closings, Leveraged Finance, Financial Analysis, Financial Modeling, Credit Analysis, Mutual Funds
Education
The College of New Jersey 2003 — 2007
Bachelor of Science, Finance, General
Merrill Lynch/Bank of America August 2009 - Present
UBS July 2008 - April 2009
Morgan Stanley November 2007 - April 2008
NASD (FINRA) April 2007 - October 2007
Wells Fargo April 2006 - April 2007
Wells Fargo Bank April 2006 - April 2007
American Express Technologies October 2005 - April 2006
American Express October 2005 - April 2006
American Express Technologies December 2004 - April 2006
Prudential Financial September 2004 - December 2004
Skills
SDLC, Vendor Management, Requirements Analysis, Business Analysis, Visio, Requirements Gathering, Business Process..., Agile Methodologies, Integration, Business Process, User Acceptance Testing, Risk Management, Business Intelligence, Business Requirements, Analysis
Education
The College of New Jersey 1995 — 1998
Bachelor of Arts and Science, Biology & Philosophy
Bridge Street Advisors November 2008 - Present
Bear, Stearns & Co. Inc. February 2000 - November 2007
Banc of America Securities March 1996 - February 2000
Morgan Stanley March 1995 - February 1996
Skills
Corporate Development, Mergers & Acquisitions, Investment Banking, Corporate Finance, Mergers, Valuation, Strategy, Acquisitions, Strategic Planning, Due Diligence, M&A execution, Investments, Financial Modeling, Competitive Analysis, Business Development, Buyside, Financial Analysis, Divestitures, Business Strategy, LBO, Strategic Advisory, Sellside, Management, Software, Enterprise Software, Mentoring
Education
The George Washington University
BBA
University of California, Berkeley, Haas School of Business
MBA
Xylem Inc. January 2013 - Present
Intel January 2007 - January 2013
Intel June 2004 - January 2007
Luminant Worldwide August 2000 - November 2001
Xpedior August 1999 - August 2000
Morgan Stanley January 1998 - April 1999
Skills
Finance, Forecasting, Procurement, Management, Microsoft Excel, Budgets, Corporate Finance, Marketing, Financial Analysis, Financial Modeling, Cross-functional Team..., Program Management, Analysis, Process Improvement, Competitive Analysis, Strategy
Education
The College of William and Mary - The Mason School of Business 2002 — 2004
MBA, Finance
University of Virginia 1993 — 1998
BA, History
LaSalle Institute
Vanguard 2012 - Present
Vanguard April 2011 - November 2012
Vanguard July 2006 - March 2011
Self-Employed January 1998 - July 2006
Fannie Mae June 2005 - August 2005
Morningstar August 2000 - December 2000
Horsesmouth January 2000 - August 2000
Morgan Stanley August 1998 - December 1999
Education
The College of William and Mary - The Mason School of Business 2004 — 2006
MBA, Marketing
Virginia Commonwealth University 1992 — 1995
BA, English
University of Mary Washington 1990 — 1992
Morgan Stanley February 2005 - Present
Skills
Strategic Planning
Education
The George Washington University 1994 — 1996
MBA, Business Administration and Management, General
University of Richmond 1986 — 1990
CIT December 2014 - Present
UASG Advisors July 2013 - December 2014
Centers for Medicare & Medicaid Services (CMS) Innovation Center March 2013 - December 2013
Smithfield Foods August 2012 - July 2013
College of William and Mary August 2011 - May 2012
The Dairy Farmers of America May 2011 - August 2011
Morgan Stanley March 2009 - July 2010
Morgan Stanley October 2007 - March 2009
BNY Mellon August 2005 - October 2007
Skills
Financial Analysis, Relationship Management, Data Analysis, Valuation, Forecasting, PowerPoint, Corporate Finance, Portfolio Management, Microsoft Excel, Public Speaking, Analysis, Cross-functional Team..., Strategy, Management, Analytics, Strategic Partnerships, Marketing Strategy, New Business Development, Marketing
Education
The College of William and Mary - The Mason School of Business 2010 — 2012
MBA, Brand Management, Entrepreneurship
Towson University 2002 — 2005
Bachelor of Science, Economics
Insight Venture Partners January 2015 - Present
RealtyShares March 2014 - Present
E*TRADE Financial 2000 - March 2013
Deutsche Bank Securities 1999 - 2000
Morgan Stanley 1994 - 1999
IBM 1984 - 1993
Skills
Financial Services, Equities, Risk Management, Financial Markets, Capital Markets, Leadership, Fixed Income, Executive Management, Hedge Funds, Banking, IT Strategy, Securities, Strategy, Mergers & Acquisitions, Asset Management, Derivatives, Strategic Planning, Investments, Investment Banking, Vendor Management
Education
The George Washington University 1978 — 1982
B.A., International Finance
Google January 2011 - Present
WR Group Holdings, LP September 2009 - December 2010
Morgan Stanley March 2008 - September 2009
Courant Institute of Mathematical Science January 2004 - March 2008
Doubleclick Inc. September 1999 - March 2004
Skills
Software Design, Data Analysis, Software Development, Java, SQL, Data Warehousing, Database Design, Business Intelligence, Software Project..., Unix Shell Scripting, Business Analysis, Databases, Microsoft SQL Server, Agile Methodologies, ETL, Enterprise Architecture
Education
Courant Institute of Mathematical Science 2004 — 2008
Ph.D. Candidate, Mathematics
The Cooper Union for the Advancement of Science and Art
Bachelor of Science (BS), Electrical Engineering
CSG Partners October 2014 - Present
Merrill Lynch June 2009 - October 2014
Morgan Stanley November 2001 - June 2009
Skills
Mergers, Valuation, Financial Analysis, Private Equity, Investments, Due Diligence, Financial Modeling, Corporate Finance, Strategic Financial..., Investment Banking, ESOP, ERISA, Portfolio Management, Corporate Governance, Employee Benefits, Leveraged Finance, Finance, Mergers & Acquisitions, Financial Services, Equities, Management
Education
The George Washington University 1996 — 2000
BBA, Business
The George Washington University 1996 — 2000
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Morgan Stanley July 2003 - Present
Trillium Trading, LLC October 1999 - July 2003
Accenture 1997 - 1999
Skills
Electronic Trading, Derivatives, Equities, Fixed Income, Trading, Trading Systems, Hedge Funds, Equity Derivatives, Financial Markets, Options
Education
The Cooper Union for the Advancement of Science and Art 1991 — 1995
AIG April 2015 - Present
Accordion Partners January 2015 - April 2015
ICAP November 2011 - January 2015
BlackRock October 2006 - October 2011
Merrill Lynch June 2002 - October 2006
Merrill Lynch Investment Managers 2002 - 2006
Societe Generale December 1999 - June 2002
Compass Group LLC July 1997 - December 1999
Morgan Stanley April 1993 - July 1997
Ernst & Young September 1989 - April 1993
Skills
Strategic Analysis, Budgeting, Financial Forecasting, Financial Modeling, Capital Markets, Investment Banking, Valuation, Corporate Finance, Investor Relations, Fixed Income, Financial Analysis, Financial Services, Private Equity, Portfolio Management, Strategic Financial..., Equities, Investments, Due Diligence, Hedge Funds, Asset Management, Analysis, Finance, Budgets, Forecasting, Financial Reporting, Mutual Funds, Internal Controls, Mergers & Acquisitions, Alternative Investments, Managerial Finance, Bloomberg, Financial Planning
Education
The College of William and Mary - The Mason School of Business 1985 — 1989
BBA, Accounting
William & Mary 1985 — 1989
BBA, Accounting
Morgan Stanley November 2013 - Present
Barclays January 2010 - November 2013
Barclays November 2008 - January 2010
Barclays February 2008 - November 2008
Barclays November 2005 - February 2008
Barclays November 2004 - November 2005
Merrill Lynch July 2002 - November 2004
Skills
Series 7, Series 66
Education
The College of New Jersey 1998 — 2002
Wells Fargo Securities, LLC May 2006 - Present
Morgan Stanley 2003 - 2006
Education
The College of New Jersey
Psychology
University of Oxford
Social Psychology
Villa Walsh Academy
Hudson River Trading LLC April 2008 - Present
Morgan Stanley January 2004 - April 2008
RouteScience 2002 - 2004
Foundry Networks 2000 - 2001
Goldman Sachs 1996 - 2000
Education
The Cooper Union for the Advancement of Science and Art 1992 — 1996
B.E.
Bronx High School of Science 1990 — 1993
BR Guest Hospitality November 2014 - Present
BR Guest April 2008 - November 2014
Atlantis Partners March 2008 - April 2008
Winning Ponies August 2006 - February 2008
Morgan Stanley February 2006 - August 2006
Skills
Microsoft Office, Budgets, Microsoft Excel, Financial Analysis, Financial Modeling, Financial Planning, Cost Control, Cost Management, Cost Engineering, Outlook, Accounting, Employee Training, Information Management
Education
The Cooper Union for the Advancement of Science and Art 2000 — 2004
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
Wells Fargo Advisors, LLC February 2009 - Present
Morgan Stanley January 1998 - February 2009
Lynx Investment Advisory, LLC 1993 - 1998
Office of The Vice President 1990 - 1992
Skills
Financial Services, Leadership, Investments, Investment Strategies, Loans, Wealth Management, Series 7, Equities, Management, Business Development, Financial Risk, Strategic Planning, Portfolio Management, Asset Management, Strategy
Education
The College of Wooster 1988 — 1991
The Trinity-Pawling School 1985 — 1987
Private High School
Citigroup 2008 - Present
Merrill Lynch 2002 - 2008
JPMorgan Chase 1999 - 2002
Morgan Stanley 1999 - 2002
Skills
Risk, Series 7, Audit, Fixed Income, MBS, Capital Markets
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
The Cooper Union for the Advancement of Science and Art
B.E., Civil Engineering
Morgan Stanley September 1994 - November 2002
Columbia Presbyterian Medical Center September 1988 - September 1994
Skills
Cloud Computing, Unix, Virtualization, Perl
Education
The Cooper Union for the Advancement of Science and Art 1983 — 1986
BEE, Electrical Engineering
Cantor Fitzgerald 2011 - 2013
MF Global 2009 - 2011
Morgan Stanley 1998 - 2009
KeySpan 1996 - 1998
Education
New York University - Leonard N. Stern School of Business
MBA
The Cooper Union for the Advancement of Science and Art
BE
RightAnswers, Inc. January 2014 - Present
RightAnswers November 2011 - January 2014
Smart Tuition January 2004 - April 2011
Morgan Stanley 1999 - 2002
Skills
Training, Salesforce.com, CRM, Solution Selling, SaaS, Vendor Management, Professional Services, Leadership, Customer Service, Training Delivery, Sales Operations, Project Management, Sales Process, Sage CRM, Knowledge Management, Account Management, Sales Management, Marketing, Pre-sales, Key Account Management, Product Demonstration
Education
The College of New Jersey 1993 — 1998
BS
Morgan Stanley August 2011 - Present
Pride Technologies September 2010 - August 2011
Stevens Institute of Technology July 2010 - December 2010
US Census Bureau April 2010 - June 2010
Bear Stearns October 1988 - November 2008
JP Morgan 2008 - 2008
Kearfott Guidance and Navigation December 1986 - October 1988
Albert Einstein College of Medicine September 1973 - December 1986
Rapidata 1968 - 1970
Skills
LDAP, System Administration, Integration, Quality Assurance, DNS, Unix, Disaster Recovery, Linux, Servers, TCP/IP, Software Documentation, Firewalls, Visio, System Deployment, Unix Shell Scripting, Perl, Virtualization, Storage, Computer Security, Active Directory, Networking, VPN, Troubleshooting, Red Hat Linux, Solaris, SQL, Windows, IT Service Management, Shell Scripting, Vendor Management, CISSP, Network Security, Operating Systems, VMware, Infrastructure, Technical Support, Windows Server, Security, Information Security, Hardware
Education
The Cooper Union for the Advancement of Science and Art 1967 — 1971
BE, EE
Morgan Stanley Managing DirectorHSBC Securities
JPMorgan 1998 - 2005
JPMorgan Chase 1993 - 2005
Skills
Hedge Funds, Investment Banking, Bloomberg, Management, Equities, Fixed Income, Capital Markets, Risk Management, Alternative Investments, Derivatives, Portfolio Management, Securities, Series 7, Contract Negotiation, Investments, Asset Managment, Strategic Planning, Business Strategy, Financial Modeling, Financial Analysis
Education
The Cooper Union for the Advancement of Science and Art 1981 — 1985
Deutsche Asset Management February 2014 - Present
William Blair June 2010 - February 2014
Van Kampen July 2006 - June 2010
Morgan Stanley 2006 - 2008
Merrill Lynch 1998 - 2006
Skills
Alternative Investments, Asset Allocation, Wealth Management, Investment Management, Series 7, Series 63, Series 66, Certified Investment..., Mutual Funds, Separately Managed..., Uniform Combined State..., Relationship Management, Fixed Income, Equities, Hedge Funds, Securities, Investment Advisory, Series 65, Insurance
Education
The College of New Jersey 1994 — 1998
Bachelor of Science (BS), Business Administration and Management, General
CIT April 2012 - Present
Barclays Capital July 2008 - Present
Morgan Stanley March 2006 - February 2008
BearingPoint Consulting July 2000 - February 2006
Skills
Business Analysis, PMO
Education
The George Washington University
MS, Information System Management, Computer Science
Morgan Stanley SVP and Assistant General CounselNationstar MortgageApril 2002 - August 2008
Education
Tulane University Law School 1994 — 1997
JD - cum laude, Law
The George Washington University
Morgan Stanley Stock Plan AdministratorUBSAugust 2003 - September 2005
Education
The College of New Jersey 1999 — 2003
BA, English
Hayek Kallen Investment Management, LLC October 2002 - Present
Morgan Stanley January 2000 - October 2002
Morgan Stanley May 1997 - January 2000
Booz Allen Hamilton January 1993 - June 1996
Skills
Asset Management, Private Equity, Strategic Planning, Start-ups, Investments, Wealth Management, Financial Analysis, Mergers & Acquisitions, Business Strategy, Portfolio Management, Due Diligence, Strategic Financial..., Entrepreneurship
Education
The College of William and Mary - The Mason School of Business 1995 — 1997
Master of Business Administration (MBA)
Washington and Lee University 1986 — 1990
Bachelor of Commerce (B.Com.), Public Policy and Economics
Calvert Hall High School 1983 — 1986
Morgan Stanley June 2012 - Present
Morgan Stanley June 2012 - December 2014
Merrill Lynch March 2008 - June 2012
Merrill Lynch July 1999 - March 2008
Skills
Banking, Financial Services, Management, Wealth Management, Business Strategy, Program Management, Marketing, Credit, Product Marketing, Training, Integration, Product Development, Operations Management, Financial Advisory, Marketing Management, Marketing Strategy, Asset Management, Equities, Finance, Investments, Portfolio Management, Risk Management, Securities, Series 7, Team Management
Education
The College of New Jersey 1986 — 1990
The College of New Jersey
Morgan Stanley August 2009 - Present
Merrill Lynch May 2005 - June 2009
Skills
High Frequency Trading, Trading Systems, Low Latency, Electronic Trading, Equity Trading, Market Data, Proprietary Trading, Equity Derivatives, Prime Brokerage, Options, Derivatives
Education
The Cooper Union for the Advancement of Science and Art
BS, Engineering
Wells Fargo Advisors, LLC June 2004 - Present
Morgan Stanley June 1994 - June 2004
Skills
Public Speaking, Fundraising, Investments, Customer Service, Event Planning, Finance, Microsoft Excel, Microsoft Office, Nonprofits, PowerPoint, Social Media, Strategic Planning, Analysis, Leadership, Asset Management, Research
Education
The College of New Jersey
Bachelor of Arts (BA)
The College of New Jersey
Master of Arts (MA)
Jones Lang LaSalle April 2014 - Present
Morgan Stanley May 2006 - April 2014
Johnson Controls 2003 - 2006
United Systems Integrators Corporation 2003 - 2006
Prudential Insurance 1998 - 2003
Prudential Financial 1997 - 2003
Chase Manhattan Corporation 1990 - 1997
Chase Manhattan Corporation 1990 - 1997
Macy's East 1985 - 1990
Skills
Asset Managment, Portfolio Management, Capital Markets, Relationship Management, Equities, Valuation, Financial Modeling, Vendor Management, Private Equity, Capital Budgeting, Due Diligence, Executive Management, Financial Analysis, Investment Management, Financial Services, Mergers, Strategic Financial..., PMO, Outsourcing, Business Process..., Business Development, Acquisition Integration, Finance, Strategy, Acquisitions, Real Estate Economics, Asset Management, Investment Banking, Mergers & Acquisitions, Business Strategy, Restructuring, Investments, Corporate Finance
Education
Pace University MBA 1986 — 1990
Master of Business Administration (MBA), Finance and Financial Management Services
The College of New Jersey 1980 — 1984
BS, Business
Morgan Stanley June 2013 - Present
JPMorgan Chase December 2012 - May 2013
JPMorgan Chase August 2011 - December 2012
Northwestern Mutual December 2008 - 2010
Northwestern Mutual - Bender Financial Group 2008 - 2010
IBEW July 2004 - December 2008
Skills
Risk Management, Microsoft Excel, Insurance, Series 7, Series 6, Series 63, Securities Based Lending, Banking, Asset Based Lending, Mortgage Lending, Series 10-55 Life,..., Customer Service, Investments, Fixed Annuities, Financial Services, Life Insurance, Long Term Care Insurance, Disability Insurance, Microsoft Office, Retirement Planning
Education
The College of New Jersey 1999 — 2003
Bachelor of Science (B.S.), Business Admin/Psychology
Bloomfield High School 1995 — 1999
J.P. Morgan March 2013 - Present
BlackRock August 2009 - March 2013
BlackRock June 2008 - August 2009
Alliance Bernstein July 2007 - June 2008
UBS Financial Services August 2006 - July 2007
Morgan Stanley September 2002 - July 2006
Skills
Series 7, Mutual Funds, Series 63, Seties 24
Education
The College of New Jersey 1998 — 2002
Morgan Stanley September 2006 - Present
Skills
Hedge Funds, Alternative Investments, Fixed Income, Capital Markets, Equities, Investment Banking, Investments, Private Equity
Education
The George Washington University 1976 — 1979
Bachelor's degree, Economics
CSC September 2013 - Present
Viacom and MTVN June 2012 - March 2013
New York City - Department of Information Technology & Telecommunications September 2010 - June 2012
Consultant to American Express July 2010 - September 2010
Morgan Stanley January 2008 - March 2010
Morgan Stanley August 2000 - January 2008
Center for Advanced Networking November 1998 - July 2000
CompuCom Systems, Inc September 1997 - November 1998
CompuCom Systems, Inc March 1997 - September 1997
CompuCom Systems, Inc March 1996 - March 1997
Skills
ITIL, Windows, Deployment, IT Service Management, SDLC, Vendor Management, Change Management, MS Project, Program Management, Microsoft Office, SharePoint, Process Improvement, Problem Solving, Documentation, Customer Service, Team Leadership, IT Strategy, Operations Management, People Management, Process Engineering, Testing, Troubleshooting, Management, System Deployment, Unix, Active Directory, Security, Software Documentation, Linux, Disaster Recovery, Project Management, IT Management, Service-Now, Telecommunications, Networking, Data Center, Service Delivery, Technical Support, Integration, Databases, System Administration, Project Planning, SQL, Infrastructure, Windows Server, Analysis
Education
The College of New Jersey 1984 — 1990
Degree: B.S, Electrical Engineering
First Data Corporation July 2013 - Present
JP Morgan Chase November 2007 - July 2013
Morgan Stanley 1984 - 2007
Skills
Member of JPMC..., Vendor Management, IT Strategy, Trading Systems, Equities, Fixed Income, SDLC, Business Analysis, Investment Banking, Risk Management, Enterprise Architecture, Disaster Recovery, Derivatives, Financial Services, IT Management, Portfolio Management, Capital Markets, Electronic Trading, Market Data, Hedge Funds, Business Continuity, Prime Brokerage, Equity Derivatives, Asset Management, Banking, Commodity, Data Center, Cloud Computing, IT Service Management, Financial Risk, Integration, Infrastructure, ITIL, Sybase, Strategy
Education
The College of New Jersey 1977 — 1981
BS, Business
Morgan Stanley November 2013 - Present
Morgan Stanley March 2013 - November 2013
Morgan Stanley August 2012 - March 2013
Morgan Stanley June 2011 - August 2011
Guggenheim Securities June 2010 - August 2010
Northwestern Mutual June 2009 - August 2009
Education
The George Washington University 2008 — 2012
Morgan Stanley June 2008 - March 2014
Morgan Stanley January 2006 - June 2008
Skills
Financial Modeling, Valuation, Equities, Capital Markets, Corporate Finance, Fixed Income, Investments, Emerging Markets, Equity Research, Investment Banking, Derivatives, Equity Derivatives, Team Management, ETFs, Bloomberg, Hedge Funds, Financial Analysis
Education
The Cooper Union for the Advancement of Science and Art 2000 — 2004
BME, Mechanical Engineering
Morgan Stanley August 2006 - Present
New Jersey Transit August 2004 - August 2006
Keane (Formerly Cylogix, Inc.) September 2002 - August 2004
Cylogix, Inc. December 1996 - September 2002
New Jersey Transit 1989 - 1996
Elizabethtown Gas Company 1986 - 1989
City Fed Mortgage 1985 - 1986
Skills
Trading Systems, Fixed Income, Derivatives, Equities, Business Analysis, SDLC, Equity Derivatives, Hedge Funds, Investment Banking, Prime Brokerage, Capital Markets, Sybase, Java, SQL, Electronic Trading, Market Data, Middle Office
Education
The College of New Jersey 1982 — 1987
B.S., Computer Science
Milliman July 2015 - Present
Morgan Stanley Wealth Management March 2014 - April 2015
Morgan Stanley May 2011 - March 2014
Rochdale Investment Management January 2011 - June 2011
Skills
Series 63, Series 7, Bloomberg, Investments, Equities, Capital Markets, Financial Analysis, Asset Allocation, Portfolio Management, Asset Managment, Wealth Management, Securities, Investment Advisory, Mutual Funds, Investment Strategies, Variable Annuities, Financial Services, Retirement Planning, Fixed Income
Education
The George Washington University 2002 — 2007
Bachelor of Business Administration (B.B.A.), International Business
McDonogh 1990 — 2002
Morgan Stanley January 2011 - Present
NASDAQ OMX September 2008 - December 2010
Education
The College of Saint Rose 2004 — 2008
St Francis Prep
Nordstrom October 2009 - Present
Morgan Stanley August 2008 - September 2009
Education
The College of New Rochelle 1999 — 2003
B.A., Poli Sci
State Street June 2013 - Present
Morgan Stanley October 2012 - June 2013
Bloomberg LP April 2012 - October 2012
Sullivan & Cromwell LLP November 2011 - April 2012
Merrill Lynch June 2010 - August 2010
Skills
Bloomberg, Equities, Finance, Financial Analysis, Financial Modeling, Securities
Education
The College of New Jersey 2009 — 2011
Morgan Stanley January 2014 - Present
Morgan Stanley October 2011 - December 2013
Morgan Stanley January 2011 - October 2011
Morgan Stanley January 2009 - December 2010
Morgan Stanley May 2007 - December 2008
Merrill Lynch March 2006 - April 2007
KeyCorp October 2005 - February 2006
Bloomberg June 2005 - September 2005
Skills
Series 7, Equities, Fixed Income, Investments, Asset Managment, Securities, Capital Markets, Strategic Financial..., Bloomberg, Financial Modeling, Financial Analysis, Trading, Derivatives, Valuation, Credit, Mutual Funds, Portfolio Management
Education
The College of New Jersey 2001 — 2005
Bachelor of Science (B.S.), Finance, General
UBS September 2010 - December 2013
E*TRADE Financial August 2009 - September 2010
Morgan Stanley April 2008 - August 2009
Pequot Capital June 2007 - April 2008
Skills
Series 7, Series 9, Series 10, Series 63, Series 66
Education
University of Pittsburgh 2004 — 2007
Bachelor of Arts, English Literature, Business Administration
The George Washington University 2003 — 2004
N/A
CenterLight Heathcare December 2013 - Present
American Civil Liberties Union (ACLU) September 2013 - December 2013
Lynn Cahill LLP (temporary assignment) August 2012 - February 2013
American Skin Association May 2008 - February 2012
Morgan Stanley Dean Witter December 2001 - January 2007
Morgan Stanley August 1998 - November 2001
Skills
Time Management, Sales, Investments, Outlook, Customer Satisfaction, Leadership, Social Networking
Education
College of New Rochelle 2006 — 2010
BA, Psychology GPA 3.5
Pershing, a BNY Mellon company August 2015 - Present
Neuberger Berman May 2014 - Present
Morgan Stanley May 2013 - April 2014
Northwestern Mutual January 2012 - May 2012
Mesco Medical November 2008 - June 2009
Skills
Investments, Portfolio Management, Wealth Management, Management, Customer Service, Business Analysis, Mutual Funds
Education
The College of New Jersey 2009 — 2013
Bachelor of Science, Finance
Morgan Stanley June 2015 - Present
Deutsche Bank April 2014 - May 2015
Deutsche Bank September 2013 - April 2014
Merrill Lynch November 2010 - September 2013
Merrill Lynch July 2008 - November 2010
Nesbit Systems, Inc 2006 - 2008
Skills
Quality Assurance, Servers, Troubleshooting, Business Analysis, Technical Support, Desktop Application..., Desktop Support..., Log Analysis, Remote User Support, Client-focused, Vendor Management Skills, Server Support, Active Directory..., Technical Resource..., Group Policy, Queue Management, Root Cause Analysis, Process Improvement, Process Design, Malware Analysis, Level 3 Support, LAN-WAN, HTTP, Windows XP Pro, Microsoft Office 2007, Outlook, ITIL, XP, Active Directory, Operating Systems, Help Desk Support, Unix, Windows 7, Microsoft Exchange, Data Center, BMC Remedy, IT Management, IT Strategy, IT Operations, Enterprise Architecture, Infrastructure, SDLC, Information Technology, Vendor Management, IT Service Management, System Deployment, Citrix, Incident Management, Windows Server, VMware
Education
The College of New Jersey 2004 — 2008
BS, Computer Science
Morgan Stanley June 2012 - Present
Advanced Aesthetics of NY March 2007 - May 2012
Manhattan Women's Medical January 2003 - May 2012
High Life Entertainment & Marketing, LLC August 2009 - August 2011
Credit Suisse July 2008 - August 2008
New York University, College of Dentistry 2006 - 2007
Skills
Risk Management, Fraud Detection, Fraud Prevention, Private Banking, Retail Banking, Debit Cards, Anti Money Laundering, Business Process..., Financial Analysis, Strategy, Operational Risk, Financial Risk, Financial Services, Vendor Management, Performance Reporting, Bloomberg, Spanish, Microsoft Office, Access, SharePoint Designer, QuickBooks, Quicken, LexisNexis, JSTOR, Photoshop
Education
The George Washington University 2007 — 2011
BBA, Finance & International Business
Universitat Autònoma de Barcelona 2010 — 2010
International Business Management
Gate Gourmet July 2014 - Present
US Congress January 2014 - June 2014
Winvale January 2013 - June 2013
International Medical Corps July 2012 - December 2012
Weisberg Family LLC August 2011 - July 2012
Morgan Stanley May 2008 - May 2009
Skills
Financial Analysis, Market Research, Government Contracting, Asset Allocation, Performance Reviews, Government Procurement, Online Research, Asset Management, Financial Reporting, Federal Government, Tax Policy, Government, Research, Training Manuals, Microsoft Office, Microsoft Excel, Microsoft Word, SharePoint
Education
The George Washington University 2009 — 2013
Bachelor of Arts in International Affairs, International Economics Concentration
Goodwill Industries International December 2008 - Present
Morgan Stanley March 1999 - September 2008
Skills
Recruiting, Microsoft Office, Risk Management, Management
Education
College of New Rochelle 2005 — 2008
Bachelors, Liberal Arts
Morgan Stanley September 2015 - Present
Freelance / Graphic Design Services August 2014 - Present
Accenture June 2015 - August 2015
U.S. Department of the Treasury June 2012 - October 2014
Accenture June 2014 - August 2014
George Washington University Career Services September 2013 - February 2014
George Washington University School of Business September 2011 - September 2013
Skills
HTML, CSS, JavaScript, Web Design, CMS, SharePoint, Computer Graphics Design, Photoshop, Dreamweaver, Illustrator, WordPress, ServiceNow, Zenoss, Linux, CAD, 3D Studio Max, SketchUp, SQL, Python, Costpoint, Cognos, Deltek, Leadership, Public Speaking, Research, Program Management, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media
Education
The George Washington University 2011 — 2016
Bachelor of Business Administration (BBA), Information Systems, Concentration GPA 3.9
WU (Vienna University of Economics and Business) 2013 — 2013
Study Abroad, Concentration GPA 4.0
Prince Fund Management Limited 2015 - Present
Prudent Asia Capital Management 2009 - 2014
Morgan Stanley 2007 - 2008
Lehman Brothers 2003 - 2006
Citi 1999 - 2002
Fish & Neave 1995 - 1998
Skills
Equities, Portfolio Management, Hedge Funds, Bloomberg, Emerging Markets, Alternative Investments, Investments, Trading
Education
Columbia University - Busines School
Finance
Boston College - Law School
Doctor of Law (JD), Law
The Cooper Union for the Advancement of Science and Art
Bachelor of Science (BS), Engineering
UBS February 2014 - Present
Morgan Stanley January 2012 - February 2014
Morgan Stanley January 2008 - December 2011
Morgan Stanley May 2000 - December 2007
Skills
Equities, Financial Modeling
Education
The Cooper Union for the Advancement of Science and Art 1994 — 1998
Bachelor's degree, Mechanical Engineering
Morgan Stanley 2008 - Present
UBS 2003 - 2007
IT Logics 2000 - 2006
Credit Suisse 1994 - 1999
Skills
IT Risk Management, IT Infrastructure..., CRISC, IT Project & Program..., Software Project..., Equities, Investment Banking, IT Service Management, Problem Management, Disaster Recovery, SOX Compliancy, Mainframe, ITIL, Vendor Management, Risk Management, IT Strategy, Project Management, Process Improvement, Program Management, SDLC, Business Continuity
Education
The Cooper Union for the Advancement of Science and Art
Bachelor's Degree, Civil Engineering
Scotiabank Global Banking and Markets November 2009 - Present
HSBC Global Banking and Markets 2003 - 2009
Morgan Stanley 1984 - 2003
Education
The College of William & Mary in Virginia 1980 — 1984
Bachelor’s Degree
Morgan Stanley December 2007 - Present
Education
The College of New Rochelle
Bachelor of Arts (B.A.), Psychology
Morgan Stanley 2015 - Present
Rainbowbias 2008 - 2014
RBC 2013 - 2013
County College of Morris 2009 - 2009
Skills
Financial Analysis, Business Analysis, Management, Risk Management, Finance, Microsoft Excel, Financial Modeling, Project Management, Investments, Microsoft Office
Education
The College of New Jersey 2008 — 2012
Bachelor’s Degree, Accounting