Morgan Stanley
Industry: Investment banking company
DescriptionMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. Headquarters: New York City, New York, United States CEO: James P. Gorman (Jan 1, 2010–) Revenue: 37.94 billion USD (2017) Subsidiaries: Discover Financial Services, Did you know: Morgan Stanley is the sixth-largest bank in the US by total assets ($875 B). wikipedia.org
Morgan Stanley List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Morgan Stanley. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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34,792 Morgan Stanley employees in database. Find out everything there's to know about Morgan Stanley employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Morgan Stanley Employees
Employee
Years
Job
Industry
Karan Kanwar Karan Kanwar's Morgan Stanley Experience June 2015 - September 2015
Job Student at UCI
Industry Computer Software
Experience
Donald Bren School of Information and Computer Sciences May 2015 - Present
Morgan Stanley June 2015 - September 2015
Glorbi Technologies August 2011 - May 2015
Freelance July 2014 - March 2015
Goldman Sachs June 2014 - June 2014
The TOMedu Organization August 2012 - April 2014
WebnShoulders June 2012 - September 2012
Hong Kong Polytechnic University's M-Lab June 2011 - August 2011
Skills
Microsoft Office, Web Design, Customer Service, Management, Photoshop, Web Development, Web Applications, PHP, MySQL, HTML, Web Services, Web Analytics, Mobile Applications, WordPress, Social Media, Artificial Intelligence, Data Mining, SQL Tuning, SQL, Sybase, Facebook API, User Interface Design, JavaScript, jQuery, HTML5, CSS, Twitter API, .NET, JSON, Python, Java, Git, Perforce, Unix, Marketing, Perl, Laravel, Ruby on Rails, Business Strategy, Business Planning, Graphic Design, Software Development, Entrepreneurship, Engineering, E-commerce, XML, Visual Basic, Online Advertising, Software Testing, Corporate Branding
Education
University of California, Irvine 2014 — 2018
Bachelor of Science (BSc), Computer Science
Sha Tin College 2007 — 2014
IB Diploma, IGCSE, Mathematics, Physics, Computer Science, English Language/Literature, Business Management, Italian
The Hong Kong University of Science and Technology 2012 — 2013
HKUST Summer Institute
Donald Bren School of Information and Computer Sciences May 2015 - Present
Morgan Stanley June 2015 - September 2015
Glorbi Technologies August 2011 - May 2015
Freelance July 2014 - March 2015
Goldman Sachs June 2014 - June 2014
The TOMedu Organization August 2012 - April 2014
WebnShoulders June 2012 - September 2012
Hong Kong Polytechnic University's M-Lab June 2011 - August 2011
Skills
Microsoft Office, Web Design, Customer Service, Management, Photoshop, Web Development, Web Applications, PHP, MySQL, HTML, Web Services, Web Analytics, Mobile Applications, WordPress, Social Media, Artificial Intelligence, Data Mining, SQL Tuning, SQL, Sybase, Facebook API, User Interface Design, JavaScript, jQuery, HTML5, CSS, Twitter API, .NET, JSON, Python, Java, Git, Perforce, Unix, Marketing, Perl, Laravel, Ruby on Rails, Business Strategy, Business Planning, Graphic Design, Software Development, Entrepreneurship, Engineering, E-commerce, XML, Visual Basic, Online Advertising, Software Testing, Corporate Branding
Education
University of California, Irvine 2014 — 2018
Bachelor of Science (BSc), Computer Science
Sha Tin College 2007 — 2014
IB Diploma, IGCSE, Mathematics, Physics, Computer Science, English Language/Literature, Business Management, Italian
The Hong Kong University of Science and Technology 2012 — 2013
HKUST Summer Institute
Carlynn Spring Carlynn Spring's Morgan Stanley Experience February 2004 - August 2004
Job Customer Account Risk Manager at Fannie Mae
Industry Financial Services
Experience
Fannie Mae January 2014 - Present
Deloitte & Touche May 2011 - December 2013
Freddie Mac July 2006 - December 2010
Dance for a Difference May 2006 - September 2008
Callahan & Associates August 2004 - May 2006
Morgan Stanley February 2004 - August 2004
Local Government Association 2003 - 2003
Skills
Financial Analysis, Portfolio Management, Finance, Credit Risk, Management, Investments
Education
The Johns Hopkins University 2010 — 2014
Master's Degree, Applied Economics
University of Colorado Boulder 2000 — 2004
Business, Finance, International Business
Fannie Mae January 2014 - Present
Deloitte & Touche May 2011 - December 2013
Freddie Mac July 2006 - December 2010
Dance for a Difference May 2006 - September 2008
Callahan & Associates August 2004 - May 2006
Morgan Stanley February 2004 - August 2004
Local Government Association 2003 - 2003
Skills
Financial Analysis, Portfolio Management, Finance, Credit Risk, Management, Investments
Education
The Johns Hopkins University 2010 — 2014
Master's Degree, Applied Economics
University of Colorado Boulder 2000 — 2004
Business, Finance, International Business
Ashish Karandikar Ashish Karandikar's Morgan Stanley Experience 2000 - 2007
Job Partner at Apax Partners
Industry Venture Capital & Private Equity
Experience
Quality Distribution August 2015 - Present
Apax Partners September 2007 - Present
Garda November 2012 - Present
TIVIT 2010 - Present
Apax Partners 2007 - Present
Amerflight LLC January 2014 - January 2015
Dealer.com 2011 - 2013
Hub International 2008 - 2013
Morgan Stanley 2000 - 2007
Skills
Private Equity, Investment Banking, Mergers & Acquisitions, Investments, Valuation, Venture Capital, Corporate Development, Financial Modeling, Due Diligence, Corporate Finance, M&A experience, Finance, Financial Analysis, Emerging Markets, Capital Markets, LBO, Leveraged Finance, Restructuring, Equities, Portfolio Management, Alternative Investments, Hedge Funds
Education
The University of Chicago - Booth School of Business 2004 — 2006
Master of Business Administration (M.B.A.), Accounting and Finance
The Institute of Chartered Accountants of India 1997 — 2000
Chartered Accountant, Accounting, Tax, Law
Quality Distribution August 2015 - Present
Apax Partners September 2007 - Present
Garda November 2012 - Present
TIVIT 2010 - Present
Apax Partners 2007 - Present
Amerflight LLC January 2014 - January 2015
Dealer.com 2011 - 2013
Hub International 2008 - 2013
Morgan Stanley 2000 - 2007
Skills
Private Equity, Investment Banking, Mergers & Acquisitions, Investments, Valuation, Venture Capital, Corporate Development, Financial Modeling, Due Diligence, Corporate Finance, M&A experience, Finance, Financial Analysis, Emerging Markets, Capital Markets, LBO, Leveraged Finance, Restructuring, Equities, Portfolio Management, Alternative Investments, Hedge Funds
Education
The University of Chicago - Booth School of Business 2004 — 2006
Master of Business Administration (M.B.A.), Accounting and Finance
The Institute of Chartered Accountants of India 1997 — 2000
Chartered Accountant, Accounting, Tax, Law
Mark Bluestein Mark Bluestein's Morgan Stanley Experience March 2001 - June 2007
Job Managing Director Investment Officer at Bluestein Wealth Management Group of Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC. June 2007 - Present
Morgan Stanley March 2001 - June 2007
Merrill Lynch January 1991 - February 2001
Skills
Finance, Investment Planning, Investments, Financial Services, Financial Advisory, Securities, Retirement Planning, Equities
Education
The George Washington University - School of Business 1988 — 1990
Bachelor of Arts (BA), Business / Political Science
Wells Fargo Advisors, LLC. June 2007 - Present
Morgan Stanley March 2001 - June 2007
Merrill Lynch January 1991 - February 2001
Skills
Finance, Investment Planning, Investments, Financial Services, Financial Advisory, Securities, Retirement Planning, Equities
Education
The George Washington University - School of Business 1988 — 1990
Bachelor of Arts (BA), Business / Political Science
Daniel Witkin Daniel Witkin's Morgan Stanley Experience May 2006 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2006 - Present
Skills
Series 7, Bonds, Fixed Income, Investments, Structured Products, Alternative Investments, Derivatives, Capital Markets, Trading Systems, Series 63, FINRA, Securities, Portfolio Management, Financial Markets, Wealth Management
Education
The George Washington University - School of Business 2002 — 2006
BBA, Finance
Morgan Stanley May 2006 - Present
Skills
Series 7, Bonds, Fixed Income, Investments, Structured Products, Alternative Investments, Derivatives, Capital Markets, Trading Systems, Series 63, FINRA, Securities, Portfolio Management, Financial Markets, Wealth Management
Education
The George Washington University - School of Business 2002 — 2006
BBA, Finance
Faisal Hashmi Faisal Hashmi's Morgan Stanley Experience July 2014 - Present
Job Vice President Enterprise Infrastructure at Morgan Stanley
Industry Telecommunications
Experience
Morgan Stanley July 2014 - Present
Cisco Systems November 2012 - July 2014
Alcatel-Lucent January 2011 - November 2012
SunGard Availability Services June 2010 - January 2011
Alcatel-Lucent June 2008 - June 2010
AT&T June 1998 - June 2008
Jaffer Brothers (Private) Limited 1992 - 1993
Skills
BGP, OSPF, Cisco Technologies, EIGRP, MPLS VPN, IP, VPN, Multicast, Cisco Certified, Integration, CCIE, Testing, Ethernet, ATM networks, LAN-WAN, MPLS, Networking, Project Management, Routing, Switches, Unified Communications, VoIP, WAN
Education
The George Washington University 1995 — 1997
Master of Science (MS), Telecommunications and Computers
Quid-e-Azam Universtity Islamabad. Pakistan 1990 — 1992
Master of Science (M.Sc.), Electronics
Morgan Stanley July 2014 - Present
Cisco Systems November 2012 - July 2014
Alcatel-Lucent January 2011 - November 2012
SunGard Availability Services June 2010 - January 2011
Alcatel-Lucent June 2008 - June 2010
AT&T June 1998 - June 2008
Jaffer Brothers (Private) Limited 1992 - 1993
Skills
BGP, OSPF, Cisco Technologies, EIGRP, MPLS VPN, IP, VPN, Multicast, Cisco Certified, Integration, CCIE, Testing, Ethernet, ATM networks, LAN-WAN, MPLS, Networking, Project Management, Routing, Switches, Unified Communications, VoIP, WAN
Education
The George Washington University 1995 — 1997
Master of Science (MS), Telecommunications and Computers
Quid-e-Azam Universtity Islamabad. Pakistan 1990 — 1992
Master of Science (M.Sc.), Electronics
Micalla Hootstein Micalla Hootstein's Morgan Stanley Experience May 2014 - Present
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2014 - Present
Morgan Stanley Wealth Management August 2012 - May 2014
Sigma Alpha Lambda National Leadership and Honors Organization August 2011 - May 2012
George Washington University September 2008 - May 2012
George Washington University August 2008 - May 2012
MTV Networks June 2011 - August 2011
The ONE Group June 2011 - August 2011
Euro RSCG Worldwide PR June 2010 - August 2010
Relay for Life 2008 - 2010
Skills
Social Media, Data Analysis, Microsoft Excel, Business Planning, Financial Analysis, Spanish, PowerPoint, Market Research, Bloomberg Terminal, Financial Modeling, SPSS, Microsoft Office, Strategic Planning, Business Strategy, Marketing Strategy, SAS, Financial Markets, Interpersonal..., Thomson One Analytics, Cash Flow Reporting, Portfolio Management, Manage Client...
Education
The George Washington University - School of Business 2008 — 2012
BBA, Marketing
The American University of Paris 2011 — 2011
Business Administration
Swampscott High School 2004 — 2008
GHD
Morgan Stanley May 2014 - Present
Morgan Stanley Wealth Management August 2012 - May 2014
Sigma Alpha Lambda National Leadership and Honors Organization August 2011 - May 2012
George Washington University September 2008 - May 2012
George Washington University August 2008 - May 2012
MTV Networks June 2011 - August 2011
The ONE Group June 2011 - August 2011
Euro RSCG Worldwide PR June 2010 - August 2010
Relay for Life 2008 - 2010
Skills
Social Media, Data Analysis, Microsoft Excel, Business Planning, Financial Analysis, Spanish, PowerPoint, Market Research, Bloomberg Terminal, Financial Modeling, SPSS, Microsoft Office, Strategic Planning, Business Strategy, Marketing Strategy, SAS, Financial Markets, Interpersonal..., Thomson One Analytics, Cash Flow Reporting, Portfolio Management, Manage Client...
Education
The George Washington University - School of Business 2008 — 2012
BBA, Marketing
The American University of Paris 2011 — 2011
Business Administration
Swampscott High School 2004 — 2008
GHD
Jyoti Jhaveri Jyoti Jhaveri's Morgan Stanley Experience July 2005 - February 2012
Job Accountant at The Chugh Firm
Industry Financial Services
Experience
The Chugh Firm September 2014 - Present
BHATIA & CO, INC (CPAs) October 2013 - August 2014
Morgan Stanley July 2005 - February 2012
A S Madon and Company August 2000 - January 2005
Education
American Institute of Certified Public Accountants
The Institute of Chartered Accountants of India
Chartered Accountant, Accounting and Finance
University of Mumbai
Bachelor of Commerce (B.Com.), Accounting and Finance, First Class
Queen Mary School,ICSE
Indian Certificate of Secondary Education
The Chugh Firm September 2014 - Present
BHATIA & CO, INC (CPAs) October 2013 - August 2014
Morgan Stanley July 2005 - February 2012
A S Madon and Company August 2000 - January 2005
Education
American Institute of Certified Public Accountants
The Institute of Chartered Accountants of India
Chartered Accountant, Accounting and Finance
University of Mumbai
Bachelor of Commerce (B.Com.), Accounting and Finance, First Class
Queen Mary School,ICSE
Indian Certificate of Secondary Education
Ryan Brier Ryan Brier's Morgan Stanley Experience May 2007 - September 2008
Job Managing Director at Frontier Strategy Group
Industry Management Consulting
Experience
Frontier Strategy Group February 2015 - Present
Frontier Strategy Group October 2013 - January 2015
Johns Hopkins School of Advanced International Studies January 2013 - June 2014
Frontier Strategy Group August 2012 - September 2013
Frontier Strategy Group May 2011 - August 2012
Frontier Strategy Group January 2011 - May 2011
OPIC June 2010 - September 2010
Agora Partnerships September 2009 - June 2010
Foundation for Sustainable Development September 2008 - June 2009
Morgan Stanley May 2007 - September 2008
Skills
Economics, International..., Emerging Markets, Latin America, Macroeconomics, Research Project..., Formal Presentations, Strategic Analysis, Sales Support, International Business..., International Business..., Foreign Investment, Profitability Analysis, International Relations, Political Risk Analysis, Politics, Analysis, Thought Leadership, Leadership, International Economics, Proposal Writing, Management, Corporate Social..., Business Development, International Trade, Government, International Business, Policy Analysis, Strategy, Research
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2009 — 2011
M.A. Honors, International Development, International Finance
The George Washington University 2003 — 2007
B.A., International Affairs, Economics
Frontier Strategy Group February 2015 - Present
Frontier Strategy Group October 2013 - January 2015
Johns Hopkins School of Advanced International Studies January 2013 - June 2014
Frontier Strategy Group August 2012 - September 2013
Frontier Strategy Group May 2011 - August 2012
Frontier Strategy Group January 2011 - May 2011
OPIC June 2010 - September 2010
Agora Partnerships September 2009 - June 2010
Foundation for Sustainable Development September 2008 - June 2009
Morgan Stanley May 2007 - September 2008
Skills
Economics, International..., Emerging Markets, Latin America, Macroeconomics, Research Project..., Formal Presentations, Strategic Analysis, Sales Support, International Business..., International Business..., Foreign Investment, Profitability Analysis, International Relations, Political Risk Analysis, Politics, Analysis, Thought Leadership, Leadership, International Economics, Proposal Writing, Management, Corporate Social..., Business Development, International Trade, Government, International Business, Policy Analysis, Strategy, Research
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2009 — 2011
M.A. Honors, International Development, International Finance
The George Washington University 2003 — 2007
B.A., International Affairs, Economics
Andrea Rouse Andrea Rouse's Morgan Stanley Experience July 2009 - October 2011
Job Director, Administration at CRE Finance Council
Industry Financial Services
Experience
CRE Finance Council October 2011 - Present
Morgan Stanley July 2009 - October 2011
Morgan Stanley February 2006 - July 2009
Morgan Stanley October 2004 - February 2006
Skills
Writing, Press Releases, Publishing, Office Management, Human Resources, Event Planning, Project Management, Employee Training, Translation, Financial Management..., Series 7, Series 66, Series 9/10, Management, Public Speaking, Strategic Planning, Leadership, Program Management, Customer Service
Education
The George Washington University - School of Business
Master of Business Administration (M.B.A.)
The Ohio State University Fisher College of Business 1993 — 1997
Bachelor's Degree, International Business
The Ohio State University 1993 — 1996
Bachelor's Degree, Spanish
CRE Finance Council October 2011 - Present
Morgan Stanley July 2009 - October 2011
Morgan Stanley February 2006 - July 2009
Morgan Stanley October 2004 - February 2006
Skills
Writing, Press Releases, Publishing, Office Management, Human Resources, Event Planning, Project Management, Employee Training, Translation, Financial Management..., Series 7, Series 66, Series 9/10, Management, Public Speaking, Strategic Planning, Leadership, Program Management, Customer Service
Education
The George Washington University - School of Business
Master of Business Administration (M.B.A.)
The Ohio State University Fisher College of Business 1993 — 1997
Bachelor's Degree, International Business
The Ohio State University 1993 — 1996
Bachelor's Degree, Spanish
Abigail Kortz Abigail Kortz's Morgan Stanley Experience September 2003 - November 2004
Job Corporate Counsel at HewlettPackard
Industry Law Practice
Experience
barre3 March 2015 - Present
Hewlett-Packard August 2014 - Present
Carlton Fields Jorden Burt (formerly Jorden Burt LLP) September 2012 - July 2014
U.S. Court of Appeals for the Federal Circuit August 2011 - November 2011
Jorden Burt LLP May 2010 - August 2010
Comedy Works June 2010 - July 2010
MPEG LA, LLC September 2006 - July 2009
MPEG LA, LLC August 2005 - August 2006
MPEG LA, LLC February 2005 - August 2005
Morgan Stanley September 2003 - November 2004
Skills
Legal Issues, French, Class Actions, Intellectual Property, Legal Writing, Legal Research
Education
The George Washington University Law School 2010 — 2012
JD, Law, High Honors
The University of Denver Sturm College of Law 2009 — 2010
JD, Law
University of Pennsylvania 1999 — 2003
Bachelor of Arts, International Relations
barre3 March 2015 - Present
Hewlett-Packard August 2014 - Present
Carlton Fields Jorden Burt (formerly Jorden Burt LLP) September 2012 - July 2014
U.S. Court of Appeals for the Federal Circuit August 2011 - November 2011
Jorden Burt LLP May 2010 - August 2010
Comedy Works June 2010 - July 2010
MPEG LA, LLC September 2006 - July 2009
MPEG LA, LLC August 2005 - August 2006
MPEG LA, LLC February 2005 - August 2005
Morgan Stanley September 2003 - November 2004
Skills
Legal Issues, French, Class Actions, Intellectual Property, Legal Writing, Legal Research
Education
The George Washington University Law School 2010 — 2012
JD, Law, High Honors
The University of Denver Sturm College of Law 2009 — 2010
JD, Law
University of Pennsylvania 1999 — 2003
Bachelor of Arts, International Relations
Jeff Silverman Jeff Silverman's Morgan Stanley Experience 1993 - 1996
Job President Head of Business Development at AlphaParity LLC
Industry Financial Services
Experience
AlphaParity, LLC January 2015 - Present
Perella Weinberg Partners July 2010 - January 2015
TUDOR INVESTMENT CORPORATION July 2002 - June 2010
GOLDMAN SACHS May 1996 - June 2002
Morgan Stanley 1993 - 1996
PAINE WEBBER INTERNATIONAL 1991 - 1993
CONSENSUS COMMODITIES 1988 - 1991
KPMG 1984 - 1987
Skills
Investments, Fixed Income, Prime Brokerage, Asset Management, Hedge Funds, Alternative Investments, Trading, Equities, Private Equity, Business Strategy, Bloomberg, Investment Banking, Capital Markets, Financial Modeling, Financial Markets
Education
The George Washington University 1980 — 1984
Bachelor of Accountancy, Accounting
AlphaParity, LLC January 2015 - Present
Perella Weinberg Partners July 2010 - January 2015
TUDOR INVESTMENT CORPORATION July 2002 - June 2010
GOLDMAN SACHS May 1996 - June 2002
Morgan Stanley 1993 - 1996
PAINE WEBBER INTERNATIONAL 1991 - 1993
CONSENSUS COMMODITIES 1988 - 1991
KPMG 1984 - 1987
Skills
Investments, Fixed Income, Prime Brokerage, Asset Management, Hedge Funds, Alternative Investments, Trading, Equities, Private Equity, Business Strategy, Bloomberg, Investment Banking, Capital Markets, Financial Modeling, Financial Markets
Education
The George Washington University 1980 — 1984
Bachelor of Accountancy, Accounting
Daniel Om Daniel Om's Morgan Stanley Experience January 2011 - June 2011
Job Project Manager at Aetna
Industry Hospital & Health Care
Experience
Aetna January 2013 - Present
Avalere Health April 2011 - January 2013
Morgan Stanley January 2011 - June 2011
GE Healthcare January 2011 - March 2011
BSP - Biological Signal Processing Ltd. November 2010 - January 2011
Prematics (acquired by NaviNet) September 2006 - August 2010
Skills
Healthcare, Due Diligence, Microsoft Excel, Healthcare Industry, Access, Salesforce.com, SQL, SAP, Bloomberg, ThomsonOne, PowerPoint
Education
The George Washington University - School of Business
MBA
University of Michigan
Bachelor of Arts (B.A.)
Aetna January 2013 - Present
Avalere Health April 2011 - January 2013
Morgan Stanley January 2011 - June 2011
GE Healthcare January 2011 - March 2011
BSP - Biological Signal Processing Ltd. November 2010 - January 2011
Prematics (acquired by NaviNet) September 2006 - August 2010
Skills
Healthcare, Due Diligence, Microsoft Excel, Healthcare Industry, Access, Salesforce.com, SQL, SAP, Bloomberg, ThomsonOne, PowerPoint
Education
The George Washington University - School of Business
MBA
University of Michigan
Bachelor of Arts (B.A.)
Yossi Gottfried, MSA's Morgan Stanley Experience January 2003 - May 2003
Job Business Interruption Analyst
Industry Insurance
Experience
Globe Midwest / Adjusters International November 2008 - Present
Associated Financial Services January 2013 - Present
Mass Mutual June 2006 - Present
Ohr Sameach 2003 - 2005
Morgan Stanley January 2003 - May 2003
Doral Bank January 2000 - December 2002
Skills
Life & Health Insurance..., Financial Planning, Estate Planning, Retirement Planning, Long Term Care, Business Continuity, Term Life Insurance, Permanent Life Insurance, Disability Insurance, Long Term Care Insurance, Health Insurance
Education
Wayne State University 2010 — 2012
Master of Science (MS), Accounting
Yeshiva University 1999 — 2003
Finance, Business, Management, Marketing, and Accounting
The Hebrew University 1999 — 2002
Freshman year abroad
Or Sameach 2003 — 2005
West Bloomfield High School 1996 — 1999
bet sefer
Globe Midwest / Adjusters International November 2008 - Present
Associated Financial Services January 2013 - Present
Mass Mutual June 2006 - Present
Ohr Sameach 2003 - 2005
Morgan Stanley January 2003 - May 2003
Doral Bank January 2000 - December 2002
Skills
Life & Health Insurance..., Financial Planning, Estate Planning, Retirement Planning, Long Term Care, Business Continuity, Term Life Insurance, Permanent Life Insurance, Disability Insurance, Long Term Care Insurance, Health Insurance
Education
Wayne State University 2010 — 2012
Master of Science (MS), Accounting
Yeshiva University 1999 — 2003
Finance, Business, Management, Marketing, and Accounting
The Hebrew University 1999 — 2002
Freshman year abroad
Or Sameach 2003 — 2005
West Bloomfield High School 1996 — 1999
bet sefer
Meredith Hotarek Meredith Hotarek's Morgan Stanley Experience December 2014 - Present
Job Director, Campus Recruitment at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley December 2014 - Present
Deutsche Bank March 2013 - December 2014
Deutsche Bank September 2011 - March 2013
Barclays Capital September 2008 - September 2011
Lehman Brothers December 2007 - September 2008
Skills
College Recruiting, Recruiting, Talent Acquisition, Talent Management, Employee Engagement, Microsoft Excel
Education
The George Washington University 2003 — 2007
BA, Sociology
Morgan Stanley December 2014 - Present
Deutsche Bank March 2013 - December 2014
Deutsche Bank September 2011 - March 2013
Barclays Capital September 2008 - September 2011
Lehman Brothers December 2007 - September 2008
Skills
College Recruiting, Recruiting, Talent Acquisition, Talent Management, Employee Engagement, Microsoft Excel
Education
The George Washington University 2003 — 2007
BA, Sociology
Julie Schetinnikova Julie Schetinnikova's Morgan Stanley Experience June 2012 - Present
Job Financial Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2012 - Present
E*TRADE January 2011 - June 2012
E*TRADE January 2011 - August 2011
GAIN CAPITAL GROUP, LLC October 2010 - December 2010
GAIN Capital October 2008 - October 2010
GAIN Capital November 2007 - October 2008
Skills
Salesforce.com, Risk Management, Financial Services, Financial Risk, Finance, Analysis, Russian, Microsoft Office, Banking, Team Leadership, Data Analysis, Funding, Entrepreneur, LexisNexis, NICE, RSA, Visa, Organizational..., Time Management, Work Under Pressure, Independent Thinker, Highly Adaptable, Critical Thinking, SQL, Access Database, Actimize, Fraud Detection, Process Improvement, AML, Cyber-security, Reporting & Analysis, Pattern Recognition, Palantir, Case Management, Reconciling Reports, Anti Money Laundering, Access
Education
Utica College 2012 — 2014
Masters of Science, Economic Crime Management
Utica College 2012 — 2014
M.A, Economic Crime Management
George Washington University, Elliott School of International Affairs 2005 — 2007
B.A, International Affairs
The George Washington University 2005 — 2007
Bachelor, International Affairs
Morgan Stanley June 2012 - Present
E*TRADE January 2011 - June 2012
E*TRADE January 2011 - August 2011
GAIN CAPITAL GROUP, LLC October 2010 - December 2010
GAIN Capital October 2008 - October 2010
GAIN Capital November 2007 - October 2008
Skills
Salesforce.com, Risk Management, Financial Services, Financial Risk, Finance, Analysis, Russian, Microsoft Office, Banking, Team Leadership, Data Analysis, Funding, Entrepreneur, LexisNexis, NICE, RSA, Visa, Organizational..., Time Management, Work Under Pressure, Independent Thinker, Highly Adaptable, Critical Thinking, SQL, Access Database, Actimize, Fraud Detection, Process Improvement, AML, Cyber-security, Reporting & Analysis, Pattern Recognition, Palantir, Case Management, Reconciling Reports, Anti Money Laundering, Access
Education
Utica College 2012 — 2014
Masters of Science, Economic Crime Management
Utica College 2012 — 2014
M.A, Economic Crime Management
George Washington University, Elliott School of International Affairs 2005 — 2007
B.A, International Affairs
The George Washington University 2005 — 2007
Bachelor, International Affairs
Alexander Yarmitsky Alexander Yarmitsky's Morgan Stanley Experience 2011 - 2013
Job Director level, handson developer/architect
Industry Computer Software
Experience
Sapient Global Markets 2014 - Present
YARMITEC INC. 2005 - Present
Core One Technologies 2013 - 2014
Morgan Stanley 2011 - 2013
Bowne 2009 - 2010
Plural Investments, LLC 2008 - 2008
Merrill Lynch 2006 - 2008
Alexandra Investment Management, LLC 2005 - 2006
Och-Ziff Capital Management 2004 - 2005
Valtech 2004 - 2004
Skills
Derivatives, Agile Methodologies, Trading Systems, Sybase, Software Development, C#, XML, Hedge Funds, .NET, Project Management, C++, WPF, WCF, GUI, Risk Calculations, Full Stack Development, Unix
Education
The Hebrew University 1981 — 1985
B.Sc., Computer Sciences
Sapient Global Markets 2014 - Present
YARMITEC INC. 2005 - Present
Core One Technologies 2013 - 2014
Morgan Stanley 2011 - 2013
Bowne 2009 - 2010
Plural Investments, LLC 2008 - 2008
Merrill Lynch 2006 - 2008
Alexandra Investment Management, LLC 2005 - 2006
Och-Ziff Capital Management 2004 - 2005
Valtech 2004 - 2004
Skills
Derivatives, Agile Methodologies, Trading Systems, Sybase, Software Development, C#, XML, Hedge Funds, .NET, Project Management, C++, WPF, WCF, GUI, Risk Calculations, Full Stack Development, Unix
Education
The Hebrew University 1981 — 1985
B.Sc., Computer Sciences
Cloe Ohebshalom Cloe Ohebshalom's Morgan Stanley Experience August 2010 - April 2012
Job Fashion Events Controller
Industry Accounting
Experience
IMG May 2015 - Present
HBO April 2012 - December 2014
Morgan Stanley August 2010 - April 2012
PricewaterhouseCoopers 2008 - 2010
Skills
Financial Analysis, Financial Modeling, Sarbanes-Oxley Act, Financial Reporting, Financial Accounting, Accounting, Variance Analysis, CPA, Tax, GAAP, Financial Forecasting, Data Analysis, Financial Variance..., Monthly Close Process, Monthly Close, Budget Management
Education
The George Washington University - School of Business 2004 — 2008
Bachlor of Accountancy, Accounting
IMG May 2015 - Present
HBO April 2012 - December 2014
Morgan Stanley August 2010 - April 2012
PricewaterhouseCoopers 2008 - 2010
Skills
Financial Analysis, Financial Modeling, Sarbanes-Oxley Act, Financial Reporting, Financial Accounting, Accounting, Variance Analysis, CPA, Tax, GAAP, Financial Forecasting, Data Analysis, Financial Variance..., Monthly Close Process, Monthly Close, Budget Management
Education
The George Washington University - School of Business 2004 — 2008
Bachlor of Accountancy, Accounting
Lars Heise Lars Heise's Morgan Stanley Experience December 1997 - August 1998
Job Executive Director, Corporate & Investment Bank at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2015 - Present
Brown Brothers Harriman September 2010 - June 2015
State Street March 2005 - August 2010
PwC March 2003 - February 2005
PwC September 1998 - February 2003
Mercedes-Benz USA July 2000 - October 2000
Morgan Stanley December 1997 - August 1998
Skills
Due Diligence, Finance, Accounting, Investments, Financial Services
Education
Johann Wolfgang Goethe-Universität Frankfurt am Main 1996 — 2001
Master of Business Administration (M.B.A.), Finance & Taxation
J.P. Morgan June 2015 - Present
Brown Brothers Harriman September 2010 - June 2015
State Street March 2005 - August 2010
PwC March 2003 - February 2005
PwC September 1998 - February 2003
Mercedes-Benz USA July 2000 - October 2000
Morgan Stanley December 1997 - August 1998
Skills
Due Diligence, Finance, Accounting, Investments, Financial Services
Education
Johann Wolfgang Goethe-Universität Frankfurt am Main 1996 — 2001
Master of Business Administration (M.B.A.), Finance & Taxation
Yonat Hafftka's Morgan Stanley Experience 2001 - 2002
Job QA Analyst at Information Builders
Industry Information Technology and Services
Experience
Information Builders March 2014 - Present
CAHG December 2013 - March 2014
Polaris Management Partners 2010 - June 2013
Invite Media April 2010 - June 2010
AOL Advertising 2007 - May 2010
Quigo Technologies July 2005 - December 2007
Taleo 2002 - 2005
Morgan Stanley 2001 - 2002
BMG Columbia House 1999 - 2001
Skills
Software Quality..., Software Development, Management, Team Management, Customer Support, Technical Support, Coaching Staff, Staff Retention, Mentoring Of Staff, Staff Management, Operations Management, Databases, Quality Assurance, Requirements Gathering, Testing, SDLC, Unix, Software Project..., Visio, Agile Methodologies, Integration, MS Project, Technical Staff..., Staff Development, Task Master, SaaS, Software Documentation, Start-ups, Leadership, Process Improvement, Requirements Analysis, Web Applications, JIRA, Release Management, Business Intelligence, Business Analysis, IT Strategy, SharePoint, Microsoft Project
Education
The Hebrew University
Information Builders March 2014 - Present
CAHG December 2013 - March 2014
Polaris Management Partners 2010 - June 2013
Invite Media April 2010 - June 2010
AOL Advertising 2007 - May 2010
Quigo Technologies July 2005 - December 2007
Taleo 2002 - 2005
Morgan Stanley 2001 - 2002
BMG Columbia House 1999 - 2001
Skills
Software Quality..., Software Development, Management, Team Management, Customer Support, Technical Support, Coaching Staff, Staff Retention, Mentoring Of Staff, Staff Management, Operations Management, Databases, Quality Assurance, Requirements Gathering, Testing, SDLC, Unix, Software Project..., Visio, Agile Methodologies, Integration, MS Project, Technical Staff..., Staff Development, Task Master, SaaS, Software Documentation, Start-ups, Leadership, Process Improvement, Requirements Analysis, Web Applications, JIRA, Release Management, Business Intelligence, Business Analysis, IT Strategy, SharePoint, Microsoft Project
Education
The Hebrew University
Emily Foong Emily Foong's Morgan Stanley Experience June 2014 - August 2014
Job Real Estate Banking Analyst at Morgan Stanley
Industry Banking
Experience
Morgan Stanley June 2014 - August 2014
Royal Bank of Scotland June 2013 - August 2013
Morgan Stanley Wealth Management May 2012 - August 2012
University of Pennsylvania July 2011 - August 2011
Venmo May 2011 - July 2011
Vibem Prints June 2008 - April 2011
Jewel Food Stores June 2009 - September 2009
Education
University of Pennsylvania - The Wharton School 2010 — 2014
BS, Economics
University of Pennsylvania 2010 — 2014
BSE, Digital Media Design
The Hong Kong University of Science and Technology 2012 — 2013
Study Abroad
William Fremd High School 2006 — 2010
Morgan Stanley June 2014 - August 2014
Royal Bank of Scotland June 2013 - August 2013
Morgan Stanley Wealth Management May 2012 - August 2012
University of Pennsylvania July 2011 - August 2011
Venmo May 2011 - July 2011
Vibem Prints June 2008 - April 2011
Jewel Food Stores June 2009 - September 2009
Education
University of Pennsylvania - The Wharton School 2010 — 2014
BS, Economics
University of Pennsylvania 2010 — 2014
BSE, Digital Media Design
The Hong Kong University of Science and Technology 2012 — 2013
Study Abroad
William Fremd High School 2006 — 2010
Maria Blum, FRM Maria Blum, FRM's Morgan Stanley Experience June 2014 - December 2014
Job Business Analyst Risk IT BNP Paribas. More than 1000 connections
Industry Financial Services
Experience
Morgan Stanley June 2014 - December 2014
UBS March 2014 - June 2014
Financial Immunities January 2011 - May 2013
Financial Immunities January 2008 - December 2010
Financial Immunities July 2003 - December 2007
Ministry of Industry Trade and Labor July 2001 - June 2003
Skills
Derivatives, Market Risk, Hedging, FX Options, Risk Management, Financial Risk, Financial Markets, Options, Currency, Valuation, Trading, FX Derivatives, Corporate Finance, Financial Risk..., Basel II, Finance, Financial Reporting, Operational Risk, Foreign Exchange, FX Hedging, Hedge Accounting, Interest Rate Risk..., Credit, Investment Management, Business Valuation, Enterprise Risk..., Credit Risk, Financial Analysis, Capital Markets, Bloomberg, Financial Modeling, Portfolio Management, FAS 133, Fixed Income, Quantitative Analytics, Leadership, Economics, VAR, Written Communication, Customer Service, Business Requirements, Multi Tasking, Investments, UAT coordination, Release Management, SDLC, Analysis, Management, Business Analysis
Education
The Hebrew University 2000 — 2002
MBA, Finance and Accounting
The Hebrew University 1995 — 1998
BA, Economics and Business Administration
Global Association of Risk Professionals 2012 — 2013
FRM, Financial Risk Manager, Certificate
Ariel University Center of Samaria 2011 — 2012
Financial Risk Management
Haklai Pardes Hana 1993 — 1995
31 School, Chelyabinsk 1990 — 1993
Mathematics and Physics
Morgan Stanley June 2014 - December 2014
UBS March 2014 - June 2014
Financial Immunities January 2011 - May 2013
Financial Immunities January 2008 - December 2010
Financial Immunities July 2003 - December 2007
Ministry of Industry Trade and Labor July 2001 - June 2003
Skills
Derivatives, Market Risk, Hedging, FX Options, Risk Management, Financial Risk, Financial Markets, Options, Currency, Valuation, Trading, FX Derivatives, Corporate Finance, Financial Risk..., Basel II, Finance, Financial Reporting, Operational Risk, Foreign Exchange, FX Hedging, Hedge Accounting, Interest Rate Risk..., Credit, Investment Management, Business Valuation, Enterprise Risk..., Credit Risk, Financial Analysis, Capital Markets, Bloomberg, Financial Modeling, Portfolio Management, FAS 133, Fixed Income, Quantitative Analytics, Leadership, Economics, VAR, Written Communication, Customer Service, Business Requirements, Multi Tasking, Investments, UAT coordination, Release Management, SDLC, Analysis, Management, Business Analysis
Education
The Hebrew University 2000 — 2002
MBA, Finance and Accounting
The Hebrew University 1995 — 1998
BA, Economics and Business Administration
Global Association of Risk Professionals 2012 — 2013
FRM, Financial Risk Manager, Certificate
Ariel University Center of Samaria 2011 — 2012
Financial Risk Management
Haklai Pardes Hana 1993 — 1995
31 School, Chelyabinsk 1990 — 1993
Mathematics and Physics
Michael DiVerde's Morgan Stanley Experience June 1995 - May 1998
Job Regional Sales Director St Jude Medical, Inc.
Industry Hospital & Health Care
Experience
MDSAVE, Inc. March 2012 - Present
St Jude Medical May 2010 - Present
DiVerde Medical, Inc. January 2003 - Present
Boston Scientific November 2005 - May 2010
Guidant November 2005 - April 2007
Guidant 2000 - 2005
Merrill Lynch May 1998 - July 2000
Morgan Stanley June 1995 - May 1998
Acucobol January 1992 - May 1993
Skills
Financial Analysis, Cardiac Surgery, Interventional..., Medical Devices, Interventional Radiology, Selling, Cardiology, Clinical Research, Cross-functional Team..., Marketing, Capital Equipment, Sales Management, Hospitals, Market Development, CRM, Competitive Analysis, Healthcare, Operating Room, Surgery, Product Launch, Disposables, Sales
Education
University of San Diego School of Law 1993 — 1998
JD, Business Law
The George Washington University 1989 — 1992
BA, International Economics & Finance
MDSAVE, Inc. March 2012 - Present
St Jude Medical May 2010 - Present
DiVerde Medical, Inc. January 2003 - Present
Boston Scientific November 2005 - May 2010
Guidant November 2005 - April 2007
Guidant 2000 - 2005
Merrill Lynch May 1998 - July 2000
Morgan Stanley June 1995 - May 1998
Acucobol January 1992 - May 1993
Skills
Financial Analysis, Cardiac Surgery, Interventional..., Medical Devices, Interventional Radiology, Selling, Cardiology, Clinical Research, Cross-functional Team..., Marketing, Capital Equipment, Sales Management, Hospitals, Market Development, CRM, Competitive Analysis, Healthcare, Operating Room, Surgery, Product Launch, Disposables, Sales
Education
University of San Diego School of Law 1993 — 1998
JD, Business Law
The George Washington University 1989 — 1992
BA, International Economics & Finance
Nathaniel Hack Nathaniel Hack's Morgan Stanley Experience June 2011 - August 2011
Job Customer Account Manager at KnowledgeVision
Industry Computer Networking
Experience
KnowledgeVision July 2014 - Present
KnowledgeVision January 2014 - Present
High Tech Ventures November 2012 - December 2013
Sughrue Mion PLLC February 2012 - May 2012
Morgan Stanley June 2011 - August 2011
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Research, Public Speaking, Social Media, Teaching, Event Planning, Strategic Planning, Marketing Strategy, Market Research, Teamwork, Business Development, Java, HTML, SQL, Customer Relations, Linux, Management, Start-ups
Education
The George Washington University - School of Business 2009 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
KnowledgeVision July 2014 - Present
KnowledgeVision January 2014 - Present
High Tech Ventures November 2012 - December 2013
Sughrue Mion PLLC February 2012 - May 2012
Morgan Stanley June 2011 - August 2011
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Research, Public Speaking, Social Media, Teaching, Event Planning, Strategic Planning, Marketing Strategy, Market Research, Teamwork, Business Development, Java, HTML, SQL, Customer Relations, Linux, Management, Start-ups
Education
The George Washington University - School of Business 2009 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
Nadia Adly Nadia Adly's Morgan Stanley Experience 1987 - 2007
Job Director of Brokerage at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors June 2007 - Present
Morgan Stanley 1987 - 2007
Education
University of Pennsylvania - The Wharton School 2013 — 2015
SIFMA
The George Washington University - School of Business 1990 — 1995
Master of Business Administration (M.B.A.), Finance, General, 3.67
Ursinus College 1979 — 1983
Bachelor's Degree, Economics and Business Administration, Psychology, Dean's List
The Loomis Chaffee School 1977 — 1979
High School
Wells Fargo Advisors June 2007 - Present
Morgan Stanley 1987 - 2007
Education
University of Pennsylvania - The Wharton School 2013 — 2015
SIFMA
The George Washington University - School of Business 1990 — 1995
Master of Business Administration (M.B.A.), Finance, General, 3.67
Ursinus College 1979 — 1983
Bachelor's Degree, Economics and Business Administration, Psychology, Dean's List
The Loomis Chaffee School 1977 — 1979
High School
Sara Kalwar's Morgan Stanley Experience April 2014 - July 2014
Job Client Service Specialist at CPA Global
Industry Financial Services
Experience
CPA Global September 2014 - Present
Morgan Stanley April 2014 - July 2014
Prudential Financial October 2012 - March 2014
Universal Studios May 2010 - March 2013
Walt Disney World May 2006 - September 2006
Skills
Event Planning, Series 6, Licensed Life & Health..., Investments, Annuity Sales, Advertising, Customer Service, Finance
Education
The George Washington University - School of Business
Master of Business Administration (M.B.A.)
University of Florida 2008 — 2012
Bachelor of Business Administration (BBA)
Lake Highland Preparatory School
High School Diploma
CPA Global September 2014 - Present
Morgan Stanley April 2014 - July 2014
Prudential Financial October 2012 - March 2014
Universal Studios May 2010 - March 2013
Walt Disney World May 2006 - September 2006
Skills
Event Planning, Series 6, Licensed Life & Health..., Investments, Annuity Sales, Advertising, Customer Service, Finance
Education
The George Washington University - School of Business
Master of Business Administration (M.B.A.)
University of Florida 2008 — 2012
Bachelor of Business Administration (BBA)
Lake Highland Preparatory School
High School Diploma
James Mitchell, CFA's Morgan Stanley Experience May 2007 - December 2007
Job MBA Candidate at UCLA Anderson
Industry Financial Services
Experience
Natixis Global Asset Management October 2011 - July 2015
Markov Processes International (MPI) August 2009 - September 2011
Morgan Stanley May 2007 - December 2007
CMS Fund Advisers June 2005 - August 2005
Skills
Bloomberg, Alternative Investments, Hedge Funds, Asset Allocation, Portfolio Management, Mutual Funds, Investment Strategies, Financial Technology, Asset Management, Analysis, Financial Modeling, Fixed Income, Equity Research, Time Series Analysis, Graduate Students, Investments, Teamwork, Stylus, Equities, Series 7
Education
UCLA Anderson School of Management 2015 — 2017
The George Washington University
B.S., Economics
Natixis Global Asset Management October 2011 - July 2015
Markov Processes International (MPI) August 2009 - September 2011
Morgan Stanley May 2007 - December 2007
CMS Fund Advisers June 2005 - August 2005
Skills
Bloomberg, Alternative Investments, Hedge Funds, Asset Allocation, Portfolio Management, Mutual Funds, Investment Strategies, Financial Technology, Asset Management, Analysis, Financial Modeling, Fixed Income, Equity Research, Time Series Analysis, Graduate Students, Investments, Teamwork, Stylus, Equities, Series 7
Education
UCLA Anderson School of Management 2015 — 2017
The George Washington University
B.S., Economics
Jeanne Greeley O'Regan Jeanne Greeley O'Regan's Morgan Stanley Experience August 2007 - Present
Job Managing Director and Deputy Corporate Secretary Morgan Stanley Legal and Compliance Division
Industry Financial Services
Experience
Morgan Stanley August 2007 - Present
Morgan Stanley July 2000 - August 2007
Sullivan & Cromwell LLP October 1997 - June 2000
Kirkland & Ellis LLP 1996 - 1996
Skills
Securities, Corporate Governance, Governance, Securities Law, Finance, Securities Regulation
Education
The George Washington University Law School 1994 — 1997
J.D.
Tulane University 1990 — 1994
B.A., English
Morgan Stanley August 2007 - Present
Morgan Stanley July 2000 - August 2007
Sullivan & Cromwell LLP October 1997 - June 2000
Kirkland & Ellis LLP 1996 - 1996
Skills
Securities, Corporate Governance, Governance, Securities Law, Finance, Securities Regulation
Education
The George Washington University Law School 1994 — 1997
J.D.
Tulane University 1990 — 1994
B.A., English
H Keith Wallace H Keith Wallace's Morgan Stanley Experience May 1994 - June 2006
Job Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2006 - Present
Morgan Stanley May 1994 - June 2006
Skills
Investment Advisory, Portfolio Management, Wealth Management, Retirement Planning, 401k Rollovers, Investments, Estate Planning, Finance, Series 7, Trust Services, Asset Allocation, Mutual Funds, Series 63
Education
The George Washington University 1984 — 1988
BBA, Finance
London School of Economics and Political Science
Junior Year Abroad, Economics
London School of Economics and Political Science
Semester Abroad, Economics
Central High School
Merrill Lynch June 2006 - Present
Morgan Stanley May 1994 - June 2006
Skills
Investment Advisory, Portfolio Management, Wealth Management, Retirement Planning, 401k Rollovers, Investments, Estate Planning, Finance, Series 7, Trust Services, Asset Allocation, Mutual Funds, Series 63
Education
The George Washington University 1984 — 1988
BBA, Finance
London School of Economics and Political Science
Junior Year Abroad, Economics
London School of Economics and Political Science
Semester Abroad, Economics
Central High School
David B. Fowler's Morgan Stanley Experience September 2007 - June 2008
Job
Industry Real Estate
Experience
HFF March 2012 - Present
HFF July 2014 - Present
HFF March 2012 - July 2014
Massey Knakal Realty Services July 2010 - April 2012
Massey Knakal Realty Services June 2008 - August 2008
Morgan Stanley September 2007 - June 2008
Heads Up June 2007 - August 2007
Skills
Real Estate Development, Debt & Equity Financing, Real Estate Financing, Real Estate Economics, Investment Sales, Valuation, Disposition, Financial Modeling, Asset Management, Real Estate Transactions, Commercial Real Estate, Financial Analysis, Dispositions
Education
The George Washington University
B.A.
The London School of Economics
St. Andrew's School
HFF March 2012 - Present
HFF July 2014 - Present
HFF March 2012 - July 2014
Massey Knakal Realty Services July 2010 - April 2012
Massey Knakal Realty Services June 2008 - August 2008
Morgan Stanley September 2007 - June 2008
Heads Up June 2007 - August 2007
Skills
Real Estate Development, Debt & Equity Financing, Real Estate Financing, Real Estate Economics, Investment Sales, Valuation, Disposition, Financial Modeling, Asset Management, Real Estate Transactions, Commercial Real Estate, Financial Analysis, Dispositions
Education
The George Washington University
B.A.
The London School of Economics
St. Andrew's School
Julia Saemi Julia Saemi's Morgan Stanley Experience October 1999 - May 2000
Job
Industry Higher Education
Experience
Dartmouth College January 2012 - January 2015
Booz Allen Hamilton July 2009 - December 2011
U.S. Department of Treasury June 2005 - July 2009
U.S. Department of Treasury July 2007 - January 2008
GW University Dean of Students Office, Office of Grad Life September 2004 - May 2005
San Diego Gas & Electric 2001 - 2004
U.S. Department of Commerce June 2003 - August 2003
National Association of Manufacturers - NAM June 2002 - August 2002
Morgan Stanley October 1999 - May 2000
Skills
Budgeting, Analysis, Funding, Proposal Writing
Education
The George Washington University 2004 — 2006
Master of Public Administration, Budget and Public Finance
University of Michigan 2000 — 2004
Bachelor of Arts, Economics
Dartmouth College January 2012 - January 2015
Booz Allen Hamilton July 2009 - December 2011
U.S. Department of Treasury June 2005 - July 2009
U.S. Department of Treasury July 2007 - January 2008
GW University Dean of Students Office, Office of Grad Life September 2004 - May 2005
San Diego Gas & Electric 2001 - 2004
U.S. Department of Commerce June 2003 - August 2003
National Association of Manufacturers - NAM June 2002 - August 2002
Morgan Stanley October 1999 - May 2000
Skills
Budgeting, Analysis, Funding, Proposal Writing
Education
The George Washington University 2004 — 2006
Master of Public Administration, Budget and Public Finance
University of Michigan 2000 — 2004
Bachelor of Arts, Economics
Dillon McDermott's Morgan Stanley Experience May 2014 - August 2014
Job Student at The George Washington University School of Business
Industry
Experience
Morgan Stanley May 2014 - August 2014
Education
The George Washington University - School of Business 2013 — 2017
Morgan Stanley May 2014 - August 2014
Education
The George Washington University - School of Business 2013 — 2017
Sara Schwartz's Morgan Stanley Experience 2014 - Present
Job Student at University of Rochester
Industry Banking
Experience
Morgan Stanley 2014 - Present
Infinitas Capital May 2013 - August 2013
Consensus May 2012 - June 2012
Perseus L.L.C May 2012 - June 2012
Seeds of Peace April 2011 - June 2011
Office of Congressman Jim Himes June 2010 - July 2010
Skills
Private Equity, Community Outreach, Portfolio Management, Corporate Finance, Due Diligence, Data Analysis, Fundraising, Entrepreneurship, Mergers & Acquisitions
Education
University of Rochester 2012 — 2015
BA, Financial Economics and International Relations
The Hebrew University
Morgan Stanley 2014 - Present
Infinitas Capital May 2013 - August 2013
Consensus May 2012 - June 2012
Perseus L.L.C May 2012 - June 2012
Seeds of Peace April 2011 - June 2011
Office of Congressman Jim Himes June 2010 - July 2010
Skills
Private Equity, Community Outreach, Portfolio Management, Corporate Finance, Due Diligence, Data Analysis, Fundraising, Entrepreneurship, Mergers & Acquisitions
Education
University of Rochester 2012 — 2015
BA, Financial Economics and International Relations
The Hebrew University
Monte Ritz's Morgan Stanley Experience 1998 - 1999
Job Illustrator at Monte Ritz Illustration LLC
Industry Marketing and Advertising
Experience
Monte Ritz Illustration LLC January 2013 - Present
SkyClip LLC January 2010 - December 2013
WonderWares Inc. 2005 - 2010
BNP Paribas 2001 - 2005
Metropolitan Opera @ Lincoln Center 2000 - July 2001
JPMorgan Chase 2000 - 2001
Morgan Stanley 1998 - 1999
Skills
Digital Media, Digital Video, HD Video, Cinematography, Mobile Marketing, Marketing Strategy, Storyboarding, Final Cut Studio, Video Production, Video Editing, Photoshop, Illustration, After Effects, Apple Motion, Motion Graphics, Business Strategy, Fine Art, Graphic Design, Digital Strategy, Corel Painter, Post Production
Education
City University of New York Graduate Center 1999 — 2001
MA, Philosophy/Aesthetics
University of Oxford 1998 — 1999
Certificate, Philosophy/Aesthetics
Columbia International University 1995 — 1998
BA, Philosophy/Religion
Monte Ritz Illustration LLC January 2013 - Present
SkyClip LLC January 2010 - December 2013
WonderWares Inc. 2005 - 2010
BNP Paribas 2001 - 2005
Metropolitan Opera @ Lincoln Center 2000 - July 2001
JPMorgan Chase 2000 - 2001
Morgan Stanley 1998 - 1999
Skills
Digital Media, Digital Video, HD Video, Cinematography, Mobile Marketing, Marketing Strategy, Storyboarding, Final Cut Studio, Video Production, Video Editing, Photoshop, Illustration, After Effects, Apple Motion, Motion Graphics, Business Strategy, Fine Art, Graphic Design, Digital Strategy, Corel Painter, Post Production
Education
City University of New York Graduate Center 1999 — 2001
MA, Philosophy/Aesthetics
University of Oxford 1998 — 1999
Certificate, Philosophy/Aesthetics
Columbia International University 1995 — 1998
BA, Philosophy/Religion
Connor Lynagh Connor Lynagh's Morgan Stanley Experience June 2014 - Present
Job Equity Research Associate at Morgan Stanley
Industry Financial Services
Experience
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
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
Sari Kessler Sari Kessler's Morgan Stanley Experience January 2004 - September 2005
Job Compliance Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management June 2013 - Present
Eaton Vance October 2011 - June 2013
LPL Financial December 2008 - February 2011
LPL Financial June 2007 - August 2008
LPL Financial January 2006 - June 2007
LPL Financial November 2005 - January 2006
Morgan Stanley January 2004 - September 2005
Education
The George Washington University 2001 — 2005
Bachelors, Accounting
Wellington Management June 2013 - Present
Eaton Vance October 2011 - June 2013
LPL Financial December 2008 - February 2011
LPL Financial June 2007 - August 2008
LPL Financial January 2006 - June 2007
LPL Financial November 2005 - January 2006
Morgan Stanley January 2004 - September 2005
Education
The George Washington University 2001 — 2005
Bachelors, Accounting
Jonathan Sabin Jonathan Sabin's Morgan Stanley Experience May 2007 - November 2011
Job Retirement Income Wholesaler at New York Life & MainStay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments March 2015 - Present
New York Life & MainStay Investments October 2012 - March 2015
New York Life & MainStay Investments July 2012 - October 2012
Morgan Stanley May 2007 - November 2011
Akin Gump Strauss Hauer & Feld LLP May 2006 - August 2007
Skills
Wealth Management, Series 7, Series 63, Series 65, Series 31, Retirement Planning, Investment Strategies, Financial Advisory, Investment Selection, Mutual Funds, Separately Managed..., Securities, Fixed Annuities, FINRA
Education
The George Washington University 2003 — 2007
International Affairs, Economic Development
New York Life & MainStay Investments March 2015 - Present
New York Life & MainStay Investments October 2012 - March 2015
New York Life & MainStay Investments July 2012 - October 2012
Morgan Stanley May 2007 - November 2011
Akin Gump Strauss Hauer & Feld LLP May 2006 - August 2007
Skills
Wealth Management, Series 7, Series 63, Series 65, Series 31, Retirement Planning, Investment Strategies, Financial Advisory, Investment Selection, Mutual Funds, Separately Managed..., Securities, Fixed Annuities, FINRA
Education
The George Washington University 2003 — 2007
International Affairs, Economic Development
Veronica Murphy's Morgan Stanley Experience 1984 - 2001
Job Vision Asset Management Investments, LLC
Industry Investment Management
Experience
Vision Asset Management Investments, LLC July 2001 - Present
Morgan Stanley 1984 - 2001
Skills
Equities, Asset Managment, Investments, Wealth Management, Asset Management, Venture Capital, Portfolio Management, Entrepreneurship, Financial Modeling, Strategic Financial..., Real Estate, Start-ups, Finance, Investment Properties, Risk Management, Management, Marketing, Securities, Customer Service, Financial Planning
Education
The George Washington University - School of Business 1977 — 1981
Vision Asset Management Investments, LLC July 2001 - Present
Morgan Stanley 1984 - 2001
Skills
Equities, Asset Managment, Investments, Wealth Management, Asset Management, Venture Capital, Portfolio Management, Entrepreneurship, Financial Modeling, Strategic Financial..., Real Estate, Start-ups, Finance, Investment Properties, Risk Management, Management, Marketing, Securities, Customer Service, Financial Planning
Education
The George Washington University - School of Business 1977 — 1981
Howard Rosenblatt Howard Rosenblatt's Morgan Stanley Experience May 2000 - April 2010
Job President, Rosenblatt Wealth Management LLC
Industry Financial Services
Experience
Rosenblatt Wealth Management April 2010 - Present
Morgan Stanley May 2000 - April 2010
Skills
Wealth Management, Portfolio Management, Securities, Financial Services, Mutual Funds, Finance, Retirement Planning, Series 7, Investment Strategies, Alternative Investments, Investments, Investment Advisory, Asset Allocation, Leadership, 401k, Fixed Annuities, Retirement, Asset Management, Estate Planning, Investment Management, ETFs, Financial Advisory, Bonds, Pensions, Retirement Income...
Education
The George Washington University 1992 — 1996
Hall
Rosenblatt Wealth Management April 2010 - Present
Morgan Stanley May 2000 - April 2010
Skills
Wealth Management, Portfolio Management, Securities, Financial Services, Mutual Funds, Finance, Retirement Planning, Series 7, Investment Strategies, Alternative Investments, Investments, Investment Advisory, Asset Allocation, Leadership, 401k, Fixed Annuities, Retirement, Asset Management, Estate Planning, Investment Management, ETFs, Financial Advisory, Bonds, Pensions, Retirement Income...
Education
The George Washington University 1992 — 1996
Hall
Madeleine Cohen Madeleine Cohen's Morgan Stanley Experience September 2014 - May 2015
Job Incoming Presidential Associate at The Estee Lauder Companies Inc.
Industry Cosmetics
Experience
The Estée Lauder Companies Inc. September 2015 - Present
Morgan Stanley September 2014 - May 2015
LF USA (A Li & Fung Company) June 2014 - August 2014
Henri Bendel May 2013 - August 2013
Henri Bendel June 2012 - August 2012
bluemercury June 2011 - December 2011
ZK Advertising July 2010 - August 2010
Skills
Fashion Buying, Gifts, Luxury Goods, Cosmetics, Beauty Industry, Fragrance, Foreign Languages, French, International Business, Travel, Advertising, Merchandising, Marketing, Retail, Sales, Brand Development, Competitive Analysis, Public Relations, PowerPoint, Social Media, Microsoft Excel, Microsoft Office, Social Networking, Microsoft Word
Education
The George Washington University 2011 — 2015
Bachelor of Business Administration (BBA), International Business
Lycee Francais de New York 1998 — 2015
High School Diploma, French Baccalaureate
The Estée Lauder Companies Inc. September 2015 - Present
Morgan Stanley September 2014 - May 2015
LF USA (A Li & Fung Company) June 2014 - August 2014
Henri Bendel May 2013 - August 2013
Henri Bendel June 2012 - August 2012
bluemercury June 2011 - December 2011
ZK Advertising July 2010 - August 2010
Skills
Fashion Buying, Gifts, Luxury Goods, Cosmetics, Beauty Industry, Fragrance, Foreign Languages, French, International Business, Travel, Advertising, Merchandising, Marketing, Retail, Sales, Brand Development, Competitive Analysis, Public Relations, PowerPoint, Social Media, Microsoft Excel, Microsoft Office, Social Networking, Microsoft Word
Education
The George Washington University 2011 — 2015
Bachelor of Business Administration (BBA), International Business
Lycee Francais de New York 1998 — 2015
High School Diploma, French Baccalaureate
Mac Clay Mac Clay's Morgan Stanley Experience May 2013 - February 2014
Job Junior Financial Analyst at Parsons & Whittemore
Industry Investment Management
Experience
Parsons & Whittemore August 2015 - Present
Clock Spring Company L.P. September 2014 - July 2015
Morgan Stanley May 2013 - February 2014
American Red Cross May 2012 - September 2012
Signal Equities LLC May 2011 - September 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Finance, Hands-on Problem Solver, Alternative Investments, Leadership, Financial Modeling
Education
The George Washington University - School of Business 2010 — 2014
BBA Finance, Psychology
Kent School 2007 — 2010
High School
Parsons & Whittemore August 2015 - Present
Clock Spring Company L.P. September 2014 - July 2015
Morgan Stanley May 2013 - February 2014
American Red Cross May 2012 - September 2012
Signal Equities LLC May 2011 - September 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Finance, Hands-on Problem Solver, Alternative Investments, Leadership, Financial Modeling
Education
The George Washington University - School of Business 2010 — 2014
BBA Finance, Psychology
Kent School 2007 — 2010
High School
Lee Cohen, CPA's Morgan Stanley Experience June 2008 - August 2008
Job Financial Analyst at Marcus & Millichap
Industry Real Estate
Experience
Marcus & Millichap July 2015 - Present
W. P. Carey Inc. July 2013 - March 2015
CohnReznick LLP January 2012 - June 2013
Federal Energy Regulatory Commission June 2011 - November 2011
Marcus & Millichap September 2008 - December 2008
Morgan Stanley June 2008 - August 2008
Morgan Stanley May 2006 - August 2006
Morgan Stanley June 2005 - August 2005
Skills
Financial Analysis, Financial Modeling, Valuation, Microsoft Excel, Real Estate, Auditing, Argus Modeling, Portfolio Management
Education
The George Washington University - School of Business 2010 — 2011
Master's Degree, Accounting
University of Central Florida - College of Business Administration 2005 — 2009
Bachelor of Science, Business Administration. Accounting and Finance
Estudio Sampere 2010 — 2010
Spanish Language and Literature
New York University - Leonard N. Stern School of Business 2007 — 2007
Marketing
Marcus & Millichap July 2015 - Present
W. P. Carey Inc. July 2013 - March 2015
CohnReznick LLP January 2012 - June 2013
Federal Energy Regulatory Commission June 2011 - November 2011
Marcus & Millichap September 2008 - December 2008
Morgan Stanley June 2008 - August 2008
Morgan Stanley May 2006 - August 2006
Morgan Stanley June 2005 - August 2005
Skills
Financial Analysis, Financial Modeling, Valuation, Microsoft Excel, Real Estate, Auditing, Argus Modeling, Portfolio Management
Education
The George Washington University - School of Business 2010 — 2011
Master's Degree, Accounting
University of Central Florida - College of Business Administration 2005 — 2009
Bachelor of Science, Business Administration. Accounting and Finance
Estudio Sampere 2010 — 2010
Spanish Language and Literature
New York University - Leonard N. Stern School of Business 2007 — 2007
Marketing
Steve Heyman Steve Heyman's Morgan Stanley Experience July 1986 - July 1988
Job Vice President and Head of State Government Affairs at United Health Group
Industry Government Relations
Experience
Sallie Mae October 2001 - January 2010
U.S. Department of Labor March 1998 - January 2001
Office of the Governor, State of Maryland November 1995 - March 1998
Clinton/Gore '96 September 1996 - November 1996
Office of the Governor, State of Maryland January 1995 - November 1995
Howrey LLP October 1991 - March 1994
Morgan Stanley July 1986 - July 1988
Skills
Government Relations, Public Policy, Policy Analysis, Policy, Government, Advocacy, Governmental Affairs, Management, Team Leadership, Lobbying, Legislative Relations, Strategic Communications, Public Speaking, Strategic Planning, Corporate Communications, Politics, Crisis Communications, Speech Writing, Strategic Leadership, Media Relations, Political Campaigns, Nonprofits, Grassroots Organizing, Crisis Management, Fundraising, Community Development, State Government, International Relations, Community Outreach, Political Consulting, Leadership
Education
The George Washington University Law School
J.D., Law
University of Michigan
B.A., Political Science
Sallie Mae October 2001 - January 2010
U.S. Department of Labor March 1998 - January 2001
Office of the Governor, State of Maryland November 1995 - March 1998
Clinton/Gore '96 September 1996 - November 1996
Office of the Governor, State of Maryland January 1995 - November 1995
Howrey LLP October 1991 - March 1994
Morgan Stanley July 1986 - July 1988
Skills
Government Relations, Public Policy, Policy Analysis, Policy, Government, Advocacy, Governmental Affairs, Management, Team Leadership, Lobbying, Legislative Relations, Strategic Communications, Public Speaking, Strategic Planning, Corporate Communications, Politics, Crisis Communications, Speech Writing, Strategic Leadership, Media Relations, Political Campaigns, Nonprofits, Grassroots Organizing, Crisis Management, Fundraising, Community Development, State Government, International Relations, Community Outreach, Political Consulting, Leadership
Education
The George Washington University Law School
J.D., Law
University of Michigan
B.A., Political Science
Howard Goodison's Morgan Stanley Experience April 2015 - April 2015
Job Student at George Washington University
Industry International Affairs
Experience
U.S. Department of Commerce June 2015 - August 2015
Morgan Stanley April 2015 - April 2015
Paul Strauss, United States Senator District of Columbia (Shadow) September 2014 - December 2014
Part-Time Musician January 2010 - August 2013
Future Business Leaders of America-Phi Beta Lambda (FBLA-PBL) September 2012 - June 2013
Upper Darby School District September 2012 - June 2013
UD Update September 2012 - June 2013
Startalk June 2012 - August 2012
Cheng's Martial Arts School September 2002 - January 2012
WHYY July 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, iMovie, Chinese, Spanish, Public Speaking, Strategic Planning, International Relations, Leadership, Microsoft Office, Research, Teamwork, English
Education
The George Washington University 2013 — 2017
Bachelor of Arts (B.A.)
Upper Darby High School 2009 — 2013
U.S. Department of Commerce June 2015 - August 2015
Morgan Stanley April 2015 - April 2015
Paul Strauss, United States Senator District of Columbia (Shadow) September 2014 - December 2014
Part-Time Musician January 2010 - August 2013
Future Business Leaders of America-Phi Beta Lambda (FBLA-PBL) September 2012 - June 2013
Upper Darby School District September 2012 - June 2013
UD Update September 2012 - June 2013
Startalk June 2012 - August 2012
Cheng's Martial Arts School September 2002 - January 2012
WHYY July 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, iMovie, Chinese, Spanish, Public Speaking, Strategic Planning, International Relations, Leadership, Microsoft Office, Research, Teamwork, English
Education
The George Washington University 2013 — 2017
Bachelor of Arts (B.A.)
Upper Darby High School 2009 — 2013
Selia Vite-Seiffert Selia Vite-Seiffert's Morgan Stanley Experience July 2001 - May 2004
Job In the process of attending Law School
Industry Military
Experience
WILCO and Travis County Veteran's Court August 2015 - Present
United States Marine Corps May 2009 - October 2014
St. Edward's University May 2009 - May 2013
USMC March 2005 - May 2009
United States Marine Corps May 2006 - September 2006
MORGAN STANLEY July 2001 - May 2004
Abshagen's Corporate Experience July 2000 - June 2001
FreeLance / Graphic Design, Advertisment, Marketing & Promotion August 1994 - June 2000
Skills
Negotiation, Customer Relations, Budgeting, Planning, Logistics, Analysis, Cost Analysis, Argumentation, Documentation, Group Presentations, Translation, Training & Development, Strategy Development, Advertising, Accounting, Administration, Account Management, Advocacy, Distribution, Marketing Strategy, Customer Service, Event Planning, Event Management, French, German, Hospitality, Hosting, Innovation, Inventory Management, Languages, Microsoft Office, Program Management, Social Networking, PowerPoint, Research, Spanish, Teamwork, Team Leadership, Word, Italian, Contract Negotiation, Purchasing, Excel, Social Media, Strategic Planning, Problem Solving, Mentoring, Team Building, Process Improvement, Project Planning
Education
St. Edward's University 2009 — 2013
Bachelor's Degree, Criminal Justice
Johann Wolfgang Goethe-Universität Frankfurt am Main 1999 — 2004
equivalent to Bachelor Degree, American Studies, Philosophy, Business
Stauffenberg Schule Frankfurt am Main 1996 — 1998
Certified International and National Trade, Micro and Macro Economics, Accounting, Logistics, Marketing, Production, Law, Higher Vocational School (Commercial Trade School)
Christian-Wirth Schule Usingen 1991 — 1996
Abitur, Major in Music and Biology with Minor in History and English
WILCO and Travis County Veteran's Court August 2015 - Present
United States Marine Corps May 2009 - October 2014
St. Edward's University May 2009 - May 2013
USMC March 2005 - May 2009
United States Marine Corps May 2006 - September 2006
MORGAN STANLEY July 2001 - May 2004
Abshagen's Corporate Experience July 2000 - June 2001
FreeLance / Graphic Design, Advertisment, Marketing & Promotion August 1994 - June 2000
Skills
Negotiation, Customer Relations, Budgeting, Planning, Logistics, Analysis, Cost Analysis, Argumentation, Documentation, Group Presentations, Translation, Training & Development, Strategy Development, Advertising, Accounting, Administration, Account Management, Advocacy, Distribution, Marketing Strategy, Customer Service, Event Planning, Event Management, French, German, Hospitality, Hosting, Innovation, Inventory Management, Languages, Microsoft Office, Program Management, Social Networking, PowerPoint, Research, Spanish, Teamwork, Team Leadership, Word, Italian, Contract Negotiation, Purchasing, Excel, Social Media, Strategic Planning, Problem Solving, Mentoring, Team Building, Process Improvement, Project Planning
Education
St. Edward's University 2009 — 2013
Bachelor's Degree, Criminal Justice
Johann Wolfgang Goethe-Universität Frankfurt am Main 1999 — 2004
equivalent to Bachelor Degree, American Studies, Philosophy, Business
Stauffenberg Schule Frankfurt am Main 1996 — 1998
Certified International and National Trade, Micro and Macro Economics, Accounting, Logistics, Marketing, Production, Law, Higher Vocational School (Commercial Trade School)
Christian-Wirth Schule Usingen 1991 — 1996
Abitur, Major in Music and Biology with Minor in History and English
Michael Gast's Morgan Stanley Experience April 1996 - June 1997
Job VP Sr Relationship Manager Commercial Banking at City National Bank
Industry Financial Services
Experience
City National Bank November 2014 - Present
A Path to Wellness July 2007 - November 2014
Societe Generale June 2005 - April 2007
Societe Generale June 2003 - June 2005
Societe Generale June 2001 - June 2003
Societe Generale June 1999 - June 2001
Societe Generale June 1998 - June 1999
Cowen and Company June 1997 - June 1998
Morgan Stanley April 1996 - June 1997
Dun & Bradstreet June 1994 - April 1996
Skills
Business Development, Financial Analysis, Marketing, Change Management, Corporate Finance, Financial Modeling, Strategic Partnerships, Start-ups, Business Strategy, Competitive Analysis, Capital Markets, Team Leadership, Process Improvement, Acquisition Integration, CRM, Business Process, Sales Operations, Commercial Banking, Management, Finance, Leadership, Entrepreneurship, Analysis, Forecasting, Banking, New Business Development, Budgets, Sales, Marketing Strategy, Strategic Planning
Education
NYU Stern School of Business 1997 — 2000
MBA, Finance
The George Washington University 1988 — 1992
BBA, International Business
City National Bank November 2014 - Present
A Path to Wellness July 2007 - November 2014
Societe Generale June 2005 - April 2007
Societe Generale June 2003 - June 2005
Societe Generale June 2001 - June 2003
Societe Generale June 1999 - June 2001
Societe Generale June 1998 - June 1999
Cowen and Company June 1997 - June 1998
Morgan Stanley April 1996 - June 1997
Dun & Bradstreet June 1994 - April 1996
Skills
Business Development, Financial Analysis, Marketing, Change Management, Corporate Finance, Financial Modeling, Strategic Partnerships, Start-ups, Business Strategy, Competitive Analysis, Capital Markets, Team Leadership, Process Improvement, Acquisition Integration, CRM, Business Process, Sales Operations, Commercial Banking, Management, Finance, Leadership, Entrepreneurship, Analysis, Forecasting, Banking, New Business Development, Budgets, Sales, Marketing Strategy, Strategic Planning
Education
NYU Stern School of Business 1997 — 2000
MBA, Finance
The George Washington University 1988 — 1992
BBA, International Business
Conor Wolchesky's Morgan Stanley Experience August 2013 - March 2015
Job Founding Partner Vice President at Steward Partners Global Advisory
Industry Financial Services
Experience
Steward Partners Global Advisory March 2015 - Present
Morgan Stanley August 2013 - March 2015
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Java, Social Media, Public Speaking, SQL, English, HTML, Accounting, C++, Windows, Photoshop, Team Leadership, Financial Modeling, Analysis
Education
The George Washington University 2009 — 2013
Bachelor of Business Administration (BBA), Finance
The George Washington University - School of Business 2009 — 2013
Bachelor of Business Administration, Finance
The Pomfret School 2006 — 2009
High School, High School/Secondary Diplomas and Certificates
Steward Partners Global Advisory March 2015 - Present
Morgan Stanley August 2013 - March 2015
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Java, Social Media, Public Speaking, SQL, English, HTML, Accounting, C++, Windows, Photoshop, Team Leadership, Financial Modeling, Analysis
Education
The George Washington University 2009 — 2013
Bachelor of Business Administration (BBA), Finance
The George Washington University - School of Business 2009 — 2013
Bachelor of Business Administration, Finance
The Pomfret School 2006 — 2009
High School, High School/Secondary Diplomas and Certificates
Sikemi (Aderonke) Epemolu's Morgan Stanley Experience March 2014 - August 2015
Job Associate Morgan Stanley
Industry Financial Services
Experience
LaSalle Investment Management August 2015 - Present
Morgan Stanley March 2014 - August 2015
Child Care Aware(R) of America July 2012 - September 2013
Office of Budget and Finance September 2008 - July 2012
Good 360 July 2011 - August 2011
AmeriCorps June 2009 - May 2010
Skills
Microsoft Office, Communication Strategy, typing, Data Entry, Community Outreach, Event Planning, Program Development, Research, Spanish, PowerPoint, Public Speaking, Editing, Event Management, Analysis, Non-profits, Data Analysis, Leadership, Facebook, Nonprofits, Budgets, Project Management, Social Media, Strategic Communications
Education
The George Washington University 2008 — 2012
Bachelors, Economics
LaSalle Investment Management August 2015 - Present
Morgan Stanley March 2014 - August 2015
Child Care Aware(R) of America July 2012 - September 2013
Office of Budget and Finance September 2008 - July 2012
Good 360 July 2011 - August 2011
AmeriCorps June 2009 - May 2010
Skills
Microsoft Office, Communication Strategy, typing, Data Entry, Community Outreach, Event Planning, Program Development, Research, Spanish, PowerPoint, Public Speaking, Editing, Event Management, Analysis, Non-profits, Data Analysis, Leadership, Facebook, Nonprofits, Budgets, Project Management, Social Media, Strategic Communications
Education
The George Washington University 2008 — 2012
Bachelors, Economics
QUI NGUYEN's Morgan Stanley Experience May 2003 - May 2004
Job Managing Partner at IM Autohaus
Industry Automotive
Experience
IM Autohaus July 2015 - Present
QUISTER ANALYTICS August 2006 - Present
Country Club of Fairfax 1998 - Present
Pohanka Lexus February 2009 - June 2015
Koons Arlington Toytoa May 2005 - March 2006
Rosner Toyota of Stafford 2004 - 2005
Morgan Stanley May 2003 - May 2004
Encore Capital Management, LLC November 1999 - May 2003
Bill Page Toyota 1981 - 1999
Skills
Negotiation, Automotive, Sales Management, Vehicles, Customer Satisfaction, Automotive Aftermarket, Sales, Account Management, Sales Operations, Portfolio Management, Profit, Customer Retention, Operations Management, Dealers, B2B, Automobile, Management, Dealer Management, Marketing, Purchasing, New Business Development, Selling, E-commerce, Sales Process, Customer Service, Leadership, Pricing, Team Building, Competitive Analysis, Strategic Planning, Business Planning, Forecasting, Budgets, Finance, P&L, Parts, Retail, CRM, Inventory Management
Education
The George Washington University - School of Business 1978 — 1981
BBA, FINANCE
IM Autohaus July 2015 - Present
QUISTER ANALYTICS August 2006 - Present
Country Club of Fairfax 1998 - Present
Pohanka Lexus February 2009 - June 2015
Koons Arlington Toytoa May 2005 - March 2006
Rosner Toyota of Stafford 2004 - 2005
Morgan Stanley May 2003 - May 2004
Encore Capital Management, LLC November 1999 - May 2003
Bill Page Toyota 1981 - 1999
Skills
Negotiation, Automotive, Sales Management, Vehicles, Customer Satisfaction, Automotive Aftermarket, Sales, Account Management, Sales Operations, Portfolio Management, Profit, Customer Retention, Operations Management, Dealers, B2B, Automobile, Management, Dealer Management, Marketing, Purchasing, New Business Development, Selling, E-commerce, Sales Process, Customer Service, Leadership, Pricing, Team Building, Competitive Analysis, Strategic Planning, Business Planning, Forecasting, Budgets, Finance, P&L, Parts, Retail, CRM, Inventory Management
Education
The George Washington University - School of Business 1978 — 1981
BBA, FINANCE
Dylan Sheinberg's Morgan Stanley Experience May 2015 - July 2015
Job Intern at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley May 2015 - July 2015
U.S. House of Representatives January 2014 - May 2014
BMX June 2007 - April 2014
U.S. House of Representatives August 2013 - December 2013
Coca-Cola Enterprises September 2013 - October 2013
Ultimate Sports Institute and Fitness Center September 2012 - December 2012
Skills
Public Speaking, English, Policy, Research, Negotiation, Customer Service, Communication Skills, Teamwork, Political Science, Editing, Economics, Time Management, Strategy, Program Management, Motivational Speaking, Current Affairs, Foreign Policy
Education
The George Washington University 2014 — 2017
Bachelor of Science in Economics, Junior
Saint Thomas Aquinas 2009 — 2013
High School
The London School of Economics and Political Science (LSE)
Summer 2015
Morgan Stanley May 2015 - July 2015
U.S. House of Representatives January 2014 - May 2014
BMX June 2007 - April 2014
U.S. House of Representatives August 2013 - December 2013
Coca-Cola Enterprises September 2013 - October 2013
Ultimate Sports Institute and Fitness Center September 2012 - December 2012
Skills
Public Speaking, English, Policy, Research, Negotiation, Customer Service, Communication Skills, Teamwork, Political Science, Editing, Economics, Time Management, Strategy, Program Management, Motivational Speaking, Current Affairs, Foreign Policy
Education
The George Washington University 2014 — 2017
Bachelor of Science in Economics, Junior
Saint Thomas Aquinas 2009 — 2013
High School
The London School of Economics and Political Science (LSE)
Summer 2015
James Jankoski James Jankoski's Morgan Stanley Experience June 2011 - February 2013
Job Associate at KKR Credit
Industry Financial Services
Experience
KKR Credit September 2014 - Present
Credit Suisse February 2013 - August 2014
Morgan Stanley June 2011 - February 2013
Goldman Sachs June 2010 - August 2010
Credit Suisse May 2009 - August 2009
Maxim Group June 2008 - August 2008
Credit Suisse June 2007 - August 2007
Maxim Group February 2007 - May 2007
Maxim Group June 2006 - August 2006
Maxim Group June 2005 - August 2005
Skills
Series 3, Series 7, Series 24, Series 55, Series 63, Series 65, Intercultural Relations
Education
Wharton School, University of Pennsylvania 2007 — 2011
Bachelor of Science, Economics; Finance
The Hong Kong University of Science and Technology
Regis High School
KKR Credit September 2014 - Present
Credit Suisse February 2013 - August 2014
Morgan Stanley June 2011 - February 2013
Goldman Sachs June 2010 - August 2010
Credit Suisse May 2009 - August 2009
Maxim Group June 2008 - August 2008
Credit Suisse June 2007 - August 2007
Maxim Group February 2007 - May 2007
Maxim Group June 2006 - August 2006
Maxim Group June 2005 - August 2005
Skills
Series 3, Series 7, Series 24, Series 55, Series 63, Series 65, Intercultural Relations
Education
Wharton School, University of Pennsylvania 2007 — 2011
Bachelor of Science, Economics; Finance
The Hong Kong University of Science and Technology
Regis High School
Steven Schluter Steven Schluter's Morgan Stanley Experience January 2015 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley August 2013 - Present
Morgan Stanley August 2009 - August 2013
Merrill Lynch February 2007 - August 2009
Freelance Web Developer January 2005 - January 2008
JPMorgan Chase May 2006 - August 2006
Skills
Business Analysis, Fixed Income, Equities, Derivatives, Requirements Gathering, Risk Management, Trading Systems, Surveillance, Project Management, IT Project & Program..., Electronic Trading, Trade Compliance, Series 63, Series 7, Equity Trading, Series 24, Requirements Analysis, SQL, Program Management, Securities Regulation, Business Requirements, Analysis, Regulatory Policy, Dodd-Frank, Software Project..., Testing, Quality Assurance, Best Execution, Financial Regulation, High Frequency Trading, Financial Futures, Fixed Income Analysis, Stock Market, Finance, System Design, Futures, Bonds, Software Development, Quality Center, Interest Rate Swaps, SMARTS, Actimize
Education
University of Delaware 2002 — 2006
BS Computer Science - Information Systems, Computer Science, Business
The George Washington University - School of Business 2011 — 2012
Project Management
Morgan Stanley January 2015 - Present
Morgan Stanley August 2013 - Present
Morgan Stanley August 2009 - August 2013
Merrill Lynch February 2007 - August 2009
Freelance Web Developer January 2005 - January 2008
JPMorgan Chase May 2006 - August 2006
Skills
Business Analysis, Fixed Income, Equities, Derivatives, Requirements Gathering, Risk Management, Trading Systems, Surveillance, Project Management, IT Project & Program..., Electronic Trading, Trade Compliance, Series 63, Series 7, Equity Trading, Series 24, Requirements Analysis, SQL, Program Management, Securities Regulation, Business Requirements, Analysis, Regulatory Policy, Dodd-Frank, Software Project..., Testing, Quality Assurance, Best Execution, Financial Regulation, High Frequency Trading, Financial Futures, Fixed Income Analysis, Stock Market, Finance, System Design, Futures, Bonds, Software Development, Quality Center, Interest Rate Swaps, SMARTS, Actimize
Education
University of Delaware 2002 — 2006
BS Computer Science - Information Systems, Computer Science, Business
The George Washington University - School of Business 2011 — 2012
Project Management
Jonathan Lightman Jonathan Lightman's Morgan Stanley Experience June 2013 - August 2013
Job Analyst at Ardian
Industry Financial Services
Experience
Ardian June 2015 - Present
Capitol Partners, LLC September 2014 - December 2014
Linda's Stuff May 2014 - August 2014
Morgan Stanley June 2013 - August 2013
Linda's Stuff May 2012 - August 2012
Linda's Stuff September 2010 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Data Analysis, Social Media, Facebook, Visual Merchandising, Strategic Planning, Project Management, Research, E-commerce, Inventory Management
Education
The George Washington University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance
Upper Dublin High School
Ardian June 2015 - Present
Capitol Partners, LLC September 2014 - December 2014
Linda's Stuff May 2014 - August 2014
Morgan Stanley June 2013 - August 2013
Linda's Stuff May 2012 - August 2012
Linda's Stuff September 2010 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Data Analysis, Social Media, Facebook, Visual Merchandising, Strategic Planning, Project Management, Research, E-commerce, Inventory Management
Education
The George Washington University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance
Upper Dublin High School
Joe Ellison's Morgan Stanley Experience October 1992 - August 2009
Job CFP(R) Senior Vice President Financial Advisor at Beverly Hills Wealth Management
Industry Investment Management
Experience
Beverly Hills Wealth Management April 2012 - Present
J.P. Morgan August 2009 - April 2012
Morgan Stanley October 1992 - August 2009
Skills
Portfolio Management, Retirement Planning, Investments, Wealth Management, Microsoft Excel, Asset Management, Risk Management, Banking, Financial Analysis, Strategic Financial..., Securities, Microsoft Office, Public Relations, Financial Reporting, Alternative Investments, Accounting, Mutual Funds, Series 7, Equities, Investment Advisory, Retirement, Asset Allocation, Series 65, Financial Advisory, Series 63, Investment Strategies, Wealth, Financial Services, Investment Management, Private Equity, Cash Management, IRAs, Insurance, Credit, High Net Worth..., Fixed Annuities, Estate Planning, Capital Markets, Loans, Hedge Funds, Pensions, Due Diligence, Options, Commercial Lending, Personal Finance
Education
New York University 1970 — 1971
Bachelor of Arts (B.A.), Film/Cinema/Video Studies
The George Washington University 1967 — 1970
Transferred, Speech and Dramatic Literature
McBurney School 1963 — 1967
High School Diploma, Academic
Cheshire Academy
Academic
Beverly Hills Wealth Management April 2012 - Present
J.P. Morgan August 2009 - April 2012
Morgan Stanley October 1992 - August 2009
Skills
Portfolio Management, Retirement Planning, Investments, Wealth Management, Microsoft Excel, Asset Management, Risk Management, Banking, Financial Analysis, Strategic Financial..., Securities, Microsoft Office, Public Relations, Financial Reporting, Alternative Investments, Accounting, Mutual Funds, Series 7, Equities, Investment Advisory, Retirement, Asset Allocation, Series 65, Financial Advisory, Series 63, Investment Strategies, Wealth, Financial Services, Investment Management, Private Equity, Cash Management, IRAs, Insurance, Credit, High Net Worth..., Fixed Annuities, Estate Planning, Capital Markets, Loans, Hedge Funds, Pensions, Due Diligence, Options, Commercial Lending, Personal Finance
Education
New York University 1970 — 1971
Bachelor of Arts (B.A.), Film/Cinema/Video Studies
The George Washington University 1967 — 1970
Transferred, Speech and Dramatic Literature
McBurney School 1963 — 1967
High School Diploma, Academic
Cheshire Academy
Academic
Jaime Marcus Jaime Marcus's Morgan Stanley Experience 2005 - 2007
Job Director, Investor Relations at First Potomac Realty Trust
Industry Real Estate
Experience
First Potomac Realty Trust September 2011 - Present
Mooring Financial Corporation 2010 - 2011
Meridian Investments 2007 - 2010
Morgan Stanley 2005 - 2007
Skills
Investor Relations, Corporate Communications, Strategic Planning, Investments, Financial Analysis, Real Estate, Financial Modeling, Capital Markets, Corporate Finance, Marketing Strategy, Mergers & Acquisitions, Due Diligence, Portfolio Management, Finance
Education
The George Washington University 2000 — 2004
Bachelor of Arts, History/Business Administration
First Potomac Realty Trust September 2011 - Present
Mooring Financial Corporation 2010 - 2011
Meridian Investments 2007 - 2010
Morgan Stanley 2005 - 2007
Skills
Investor Relations, Corporate Communications, Strategic Planning, Investments, Financial Analysis, Real Estate, Financial Modeling, Capital Markets, Corporate Finance, Marketing Strategy, Mergers & Acquisitions, Due Diligence, Portfolio Management, Finance
Education
The George Washington University 2000 — 2004
Bachelor of Arts, History/Business Administration
Luke Morse's Morgan Stanley Experience October 2008 - April 2009
Job FA Associate at J.P. Morgan Securities LLC
Industry Financial Services
Experience
J.P. Morgan Chase July 2011 - Present
Wells Fargo Advisors June 2010 - November 2010
UBS January 2010 - April 2010
Washington Redskins September 2009 - December 2009
Philly.com June 2009 - August 2009
Salomon Smith Barney June 2009 - August 2009
Morgan Stanley October 2008 - April 2009
Trust Company of Vermont June 2006 - August 2008
Education
The George Washington University - School of Business 2007 — 2011
J.P. Morgan Chase July 2011 - Present
Wells Fargo Advisors June 2010 - November 2010
UBS January 2010 - April 2010
Washington Redskins September 2009 - December 2009
Philly.com June 2009 - August 2009
Salomon Smith Barney June 2009 - August 2009
Morgan Stanley October 2008 - April 2009
Trust Company of Vermont June 2006 - August 2008
Education
The George Washington University - School of Business 2007 — 2011
Brianna Dolan Brianna Dolan's Morgan Stanley Experience March 2015 - Present
Job Program Management Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2015 - Present
Morgan Stanley Wealth Management June 2014 - March 2015
Morgan Stanley Wealth Management May 2013 - August 2013
Morgan Stanley June 2012 - August 2012
BBYO September 2011 - January 2012
Skills
Microsoft Excel, PowerPoint, Event Planning, Program Management, Business Strategy, Corporate Communications, Team Leadership, Feedback Management, College Recruiting
Education
The George Washington University - School of Business 2010 — 2014
Bachelor of Business Administration (BBA), International Business
Pearl River High School 2006 — 2010
Morgan Stanley March 2015 - Present
Morgan Stanley Wealth Management June 2014 - March 2015
Morgan Stanley Wealth Management May 2013 - August 2013
Morgan Stanley June 2012 - August 2012
BBYO September 2011 - January 2012
Skills
Microsoft Excel, PowerPoint, Event Planning, Program Management, Business Strategy, Corporate Communications, Team Leadership, Feedback Management, College Recruiting
Education
The George Washington University - School of Business 2010 — 2014
Bachelor of Business Administration (BBA), International Business
Pearl River High School 2006 — 2010
Sean R. White Sean R. White's Morgan Stanley Experience June 2010 - March 2012
Job Strategic Brand Management
Industry Financial Services
Experience
Morgan Stanley June 2010 - March 2012
Sponsors for Educational Opportunity April 2003 - May 2010
Morgan Stanley May 2009 - August 2009
National Association for the Advancement of Colored People May 2008 - May 2009
National Association for the Advancement of Colored People September 2007 - May 2009
Morgan Stanley May 2008 - August 2008
GWSB Office of Undergraduate Advising January 2008 - May 2008
GWU Property Information Resource Center September 2007 - May 2008
Caribbean Students Association, George Washington University September 2007 - May 2008
Citi July 2007 - August 2007
Skills
Social Media, Analysis, Project Management, Business Analysis, Marketing, Event Planning, Management, Microsoft Office, PowerPoint, Fundraising, Microsoft Excel, Nonprofits, Data Analysis, Marketing Strategy, Advertising, Event Management, Social Media Marketing, Teamwork
Education
The George Washington University 2006 — 2010
Bachelors, Business Administration
Morgan Stanley June 2010 - March 2012
Sponsors for Educational Opportunity April 2003 - May 2010
Morgan Stanley May 2009 - August 2009
National Association for the Advancement of Colored People May 2008 - May 2009
National Association for the Advancement of Colored People September 2007 - May 2009
Morgan Stanley May 2008 - August 2008
GWSB Office of Undergraduate Advising January 2008 - May 2008
GWU Property Information Resource Center September 2007 - May 2008
Caribbean Students Association, George Washington University September 2007 - May 2008
Citi July 2007 - August 2007
Skills
Social Media, Analysis, Project Management, Business Analysis, Marketing, Event Planning, Management, Microsoft Office, PowerPoint, Fundraising, Microsoft Excel, Nonprofits, Data Analysis, Marketing Strategy, Advertising, Event Management, Social Media Marketing, Teamwork
Education
The George Washington University 2006 — 2010
Bachelors, Business Administration
Joanna Cangiano Joanna Cangiano's Morgan Stanley Experience October 2005 - February 2013
Job Project Manager, Financial Markets Group at Makosi
Industry Financial Services
Experience
Makosi March 2013 - Present
Morgan Stanley October 2005 - February 2013
Bingham McCutchen LLP October 2001 - November 2005
Skills
Securities, Hedge Funds, Securities Regulation, Corporate Governance, Corporate Finance, Equities, Fixed Income, Corporate Law, Mergers, Bankruptcy, Derivatives, Notary Public, Compliance, Financial Risk, Guardianship, Document Management, Project Management, Negotiation, Risk Assessment, Treasury, Relationship Management, Banking, Letters of Credit, Rating Agency Relations, Regulatory Affairs
Education
The George Washington University 1995 — 1999
B.A., Art History
Makosi March 2013 - Present
Morgan Stanley October 2005 - February 2013
Bingham McCutchen LLP October 2001 - November 2005
Skills
Securities, Hedge Funds, Securities Regulation, Corporate Governance, Corporate Finance, Equities, Fixed Income, Corporate Law, Mergers, Bankruptcy, Derivatives, Notary Public, Compliance, Financial Risk, Guardianship, Document Management, Project Management, Negotiation, Risk Assessment, Treasury, Relationship Management, Banking, Letters of Credit, Rating Agency Relations, Regulatory Affairs
Education
The George Washington University 1995 — 1999
B.A., Art History
Tarah Henick Tarah Henick's Morgan Stanley Experience June 2008 - August 2008
Job Team Administrator at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Wealth Management April 2015 - Present
UBS Wealth Management May 2012 - Present
David Lerner Associates, Inc. April 2011 - May 2012
Merrill Lynch June 2010 - November 2010
Convergent Wealth Advisors June 2009 - September 2009
Morgan Stanley June 2008 - August 2008
Education
The George Washington University 2006 — 2010
Bachelor of Arts (B.A.), International Relations and Affairs
UBS Wealth Management April 2015 - Present
UBS Wealth Management May 2012 - Present
David Lerner Associates, Inc. April 2011 - May 2012
Merrill Lynch June 2010 - November 2010
Convergent Wealth Advisors June 2009 - September 2009
Morgan Stanley June 2008 - August 2008
Education
The George Washington University 2006 — 2010
Bachelor of Arts (B.A.), International Relations and Affairs
David Ting, CFA David Ting, CFA's Morgan Stanley Experience January 2008 - February 2009
Job Vice President, Finance at Fuze
Industry Internet
Experience
Fuze March 2015 - Present
Forgame September 2011 - March 2015
Alibaba.com March 2010 - September 2011
Vodafone March 2009 - March 2010
Morgan Stanley January 2008 - February 2009
Deutsche Bank July 2006 - January 2008
Stark Investments November 2005 - February 2006
Skills
Mergers & Acquisitions, Due Diligence, Private Equity, Valuation, Corporate Finance, Financial Modeling, Financial Analysis, IPO, Finance, Corporate Development, Acquisitions, Strategy, TMT, Business Strategy, Investments, Management, International, Investment Banking, Start-ups, Business Development
Education
London School of Economics and Political Science 2005 — 2006
MSc in Accounting and Finance
The Hong Kong University of Science and Technology 2002 — 2005
BBA in Global Business and Finance
University of Pennsylvania - The Wharton School 2004 — 2004
Exchange Student
Fuze March 2015 - Present
Forgame September 2011 - March 2015
Alibaba.com March 2010 - September 2011
Vodafone March 2009 - March 2010
Morgan Stanley January 2008 - February 2009
Deutsche Bank July 2006 - January 2008
Stark Investments November 2005 - February 2006
Skills
Mergers & Acquisitions, Due Diligence, Private Equity, Valuation, Corporate Finance, Financial Modeling, Financial Analysis, IPO, Finance, Corporate Development, Acquisitions, Strategy, TMT, Business Strategy, Investments, Management, International, Investment Banking, Start-ups, Business Development
Education
London School of Economics and Political Science 2005 — 2006
MSc in Accounting and Finance
The Hong Kong University of Science and Technology 2002 — 2005
BBA in Global Business and Finance
University of Pennsylvania - The Wharton School 2004 — 2004
Exchange Student
Patrick Avato's Morgan Stanley Experience 2000 - 2001
Job Lead, Climate Business, Europe & Central Asia at IFC International Finance Corporation
Industry Financial Services
Experience
IFC - International Finance Corporation October 2012 - Present
IFC - International Finance Corporation September 2008 - December 2012
The World Bank June 2006 - September 2008
Department of International Economics, Eberhard Karls Universitaet Tuebingen, Germany March 2002 - January 2004
German Technical Cooperation (GTZ), Sri Lanka 2004 - 2004
Food and Agriculture Organization of the United Nations (FAO) 2003 - 2003
Morgan Stanley 2000 - 2001
Skills
Climate Change, Carbon Finance, Emerging Markets, Energy Policy, Renewable Energy, Sustainable Development, Energy Efficiency, Energy, Cleantech, Corporate Social..., International..., Public Policy, Energy Management, Project Management, Project Finance, Environmental..., Management Consulting, Policy Analysis, Economics
Education
Johns Hopkins University, SAIS 2004 — 2006
M.A., Development Economics and International Finance
University of Tübingen 1998 — 2003
Diplom Kaufmann (MBA equivalent), Business Administration and Economics
Deutsche Schule Rom
University of Miami
IFC - International Finance Corporation October 2012 - Present
IFC - International Finance Corporation September 2008 - December 2012
The World Bank June 2006 - September 2008
Department of International Economics, Eberhard Karls Universitaet Tuebingen, Germany March 2002 - January 2004
German Technical Cooperation (GTZ), Sri Lanka 2004 - 2004
Food and Agriculture Organization of the United Nations (FAO) 2003 - 2003
Morgan Stanley 2000 - 2001
Skills
Climate Change, Carbon Finance, Emerging Markets, Energy Policy, Renewable Energy, Sustainable Development, Energy Efficiency, Energy, Cleantech, Corporate Social..., International..., Public Policy, Energy Management, Project Management, Project Finance, Environmental..., Management Consulting, Policy Analysis, Economics
Education
Johns Hopkins University, SAIS 2004 — 2006
M.A., Development Economics and International Finance
University of Tübingen 1998 — 2003
Diplom Kaufmann (MBA equivalent), Business Administration and Economics
Deutsche Schule Rom
University of Miami
Ryan Hajen's Morgan Stanley Experience November 2000 - May 2001
Job Manager, Credit and Liquidity Risk at CME Group
Industry Financial Services
Experience
CME Group June 2013 - Present
Federal Reserve Bank of Chicago November 2011 - June 2013
Federal Reserve Bank of San Francisco April 2009 - November 2011
U.S. Department of Commerce April 2006 - April 2009
BearingPoint August 2007 - January 2008
United States Department of Agriculture June 2003 - April 2006
City of Newark, DE, Planning Department March 2002 - September 2004
University of Delaware August 2002 - May 2004
AIG American General June 2001 - September 2001
Morgan Stanley November 2000 - May 2001
Skills
Analysis, Macroeconomics, Financial Analysis, Risk Management, Finance, Financial Risk, SAS, Stata, Microsoft Excel, Economics, Bloomberg, Data Modeling, International Trade, Management, Banking, Linear Regression, Logistic Regression, Economic Forecasting, PowerPoint, Excel, Access, Database Management, Microeconomics, Financial Economics, Bloomberg Terminal, Collateral Management, Compliance Audits, Federal Regulations, Loan Documentation, SharePoint, Leadership, Derivatives, Clearing Houses, Credit Risk, Report Writing
Education
The George Washington University - School of Business 2005 — 2007
MBA, Finance
University of Delaware 2002 — 2004
M.S., Economics
University of Delaware 1998 — 2002
B.S., Economics
CME Group June 2013 - Present
Federal Reserve Bank of Chicago November 2011 - June 2013
Federal Reserve Bank of San Francisco April 2009 - November 2011
U.S. Department of Commerce April 2006 - April 2009
BearingPoint August 2007 - January 2008
United States Department of Agriculture June 2003 - April 2006
City of Newark, DE, Planning Department March 2002 - September 2004
University of Delaware August 2002 - May 2004
AIG American General June 2001 - September 2001
Morgan Stanley November 2000 - May 2001
Skills
Analysis, Macroeconomics, Financial Analysis, Risk Management, Finance, Financial Risk, SAS, Stata, Microsoft Excel, Economics, Bloomberg, Data Modeling, International Trade, Management, Banking, Linear Regression, Logistic Regression, Economic Forecasting, PowerPoint, Excel, Access, Database Management, Microeconomics, Financial Economics, Bloomberg Terminal, Collateral Management, Compliance Audits, Federal Regulations, Loan Documentation, SharePoint, Leadership, Derivatives, Clearing Houses, Credit Risk, Report Writing
Education
The George Washington University - School of Business 2005 — 2007
MBA, Finance
University of Delaware 2002 — 2004
M.S., Economics
University of Delaware 1998 — 2002
B.S., Economics
Scott Werthamer's Morgan Stanley Experience 2006 - 2008
Job Managing Director at Fortress Investment Group
Industry Banking
Experience
Fortress Investment Group January 2008 - Present
Morgan Stanley 2006 - 2008
Fortis Bank 2004 - 2006
Ivy Asset Management 2002 - 2004
Skills
Hedge Funds, Equities, Financial Structuring, Fixed Income, Derivatives, Investor Relations, Alternative Investments, Capital Markets, Trading, Fund Of Funds, Private Equity, Asset Management
Education
The George Washington University - School of Business
Fortress Investment Group January 2008 - Present
Morgan Stanley 2006 - 2008
Fortis Bank 2004 - 2006
Ivy Asset Management 2002 - 2004
Skills
Hedge Funds, Equities, Financial Structuring, Fixed Income, Derivatives, Investor Relations, Alternative Investments, Capital Markets, Trading, Fund Of Funds, Private Equity, Asset Management
Education
The George Washington University - School of Business
Alexis Meyer-Cirkel's Morgan Stanley Experience 2004 - 2007
Job Economist at International Monetary Fund
Industry Capital Markets
Experience
International Monetary Fund August 2010 - Present
Fazenda Floresta Exploração Florestal Agrícola e Pecuária Ltda. January 2005 - Present
Allianz July 2009 - June 2010
European Central Bank February 2008 - September 2008
Morgan Stanley 2004 - 2007
WestLB 1996 - 1997
Skills
Emerging Markets, Economics, Macroeconomics, Economic Research, Asset Allocation, Quantitative Finance, Global Macro, Interest Rate..., Timber, Forestry, Fixed Income, Strategy, Econometrics, Economic Development
Education
Johann Wolfgang Goethe-Universität Frankfurt am Main 2005 — 2009
PhD and MSc in Economics
London School of Economics and Political Science 2002 — 2003
MSc, Development Studies
Colegio Visconde de Porto Seguro
International Monetary Fund August 2010 - Present
Fazenda Floresta Exploração Florestal Agrícola e Pecuária Ltda. January 2005 - Present
Allianz July 2009 - June 2010
European Central Bank February 2008 - September 2008
Morgan Stanley 2004 - 2007
WestLB 1996 - 1997
Skills
Emerging Markets, Economics, Macroeconomics, Economic Research, Asset Allocation, Quantitative Finance, Global Macro, Interest Rate..., Timber, Forestry, Fixed Income, Strategy, Econometrics, Economic Development
Education
Johann Wolfgang Goethe-Universität Frankfurt am Main 2005 — 2009
PhD and MSc in Economics
London School of Economics and Political Science 2002 — 2003
MSc, Development Studies
Colegio Visconde de Porto Seguro
Piyush Saboo, CFA's Morgan Stanley Experience February 2000 - August 2011
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs August 2011 - Present
Morgan Stanley February 2000 - August 2011
J.P. Morgan February 1998 - February 2000
Skills
Derivatives, Equities, Hedge Funds, Capital Markets, Asset Managment, Alternative Investments, Trading Systems, Equity Derivatives, Credit Derivatives, Securities, Middle Office, Investment Management, Product Control, Emerging Markets, Mutual Funds, Trading, Investments, Reference Data, Valuation, Corporate Actions, Bonds, Equity Valuation, Back Office, Swaps, Asset Management, Financial Services, Financial Modeling, Options, Operational Risk, Fixed Income
Education
The CFA Institute 2003 — 2006
CFA
The Institute of Chartered Accountants of India 1996 — 1999
Chartered Accountancy (CPA Equivalent), Accounting and Finance
Goldman Sachs August 2011 - Present
Morgan Stanley February 2000 - August 2011
J.P. Morgan February 1998 - February 2000
Skills
Derivatives, Equities, Hedge Funds, Capital Markets, Asset Managment, Alternative Investments, Trading Systems, Equity Derivatives, Credit Derivatives, Securities, Middle Office, Investment Management, Product Control, Emerging Markets, Mutual Funds, Trading, Investments, Reference Data, Valuation, Corporate Actions, Bonds, Equity Valuation, Back Office, Swaps, Asset Management, Financial Services, Financial Modeling, Options, Operational Risk, Fixed Income
Education
The CFA Institute 2003 — 2006
CFA
The Institute of Chartered Accountants of India 1996 — 1999
Chartered Accountancy (CPA Equivalent), Accounting and Finance
Jessica Cangiani's Morgan Stanley Experience June 2004 - May 2012
Job Financial Analyst
Industry Financial Services
Experience
Financial Industry Regulatory Authority May 2012 - Present
Morgan Stanley June 2004 - May 2012
Skills
Financial Analysis, Risk Management
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
MBA, Finance
The George Washington University 2000 — 2004
Financial Industry Regulatory Authority May 2012 - Present
Morgan Stanley June 2004 - May 2012
Skills
Financial Analysis, Risk Management
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
MBA, Finance
The George Washington University 2000 — 2004
Sheldon Rabinowitz's Morgan Stanley Experience 1993 - 1997
Job Senior Business Analyst Risk Architecture at Bank of America
Industry Information Technology and Services
Experience
Bank of America February 2014 - Present
Deutsche Bank - Prime Finance & Capital Markets May 2013 - February 2014
Citigroup - Citi Prime Finance June 2010 - May 2013
Pershing LLC August 2007 - June 2010
Ernst & Young 1998 - 2006
Capgemini 1997 - 1998
Morgan Stanley 1993 - 1997
Skills
Equities, Fixed Income, Trading Systems, Hedge Funds, Capital Markets, Derivatives, Business Analysis, Prime Brokerage, Process Engineering, Process Improvement, Operations Management, Risk Management, Operational Risk, Alternative Investments, Margin, Requirements Gathering, Requirements Analysis, Requirements Management, Requirement..., PMO, SDLC, Business Process, Portfolio Management, Project Management, Analysis
Education
The George Washington University 2008 — 2009
Professional Certification in Business Analysis
New York University - Leonard N. Stern School of Business 1988 — 1993
BS-Business Administration, Information Systems, Operations Management
Bank of America February 2014 - Present
Deutsche Bank - Prime Finance & Capital Markets May 2013 - February 2014
Citigroup - Citi Prime Finance June 2010 - May 2013
Pershing LLC August 2007 - June 2010
Ernst & Young 1998 - 2006
Capgemini 1997 - 1998
Morgan Stanley 1993 - 1997
Skills
Equities, Fixed Income, Trading Systems, Hedge Funds, Capital Markets, Derivatives, Business Analysis, Prime Brokerage, Process Engineering, Process Improvement, Operations Management, Risk Management, Operational Risk, Alternative Investments, Margin, Requirements Gathering, Requirements Analysis, Requirements Management, Requirement..., PMO, SDLC, Business Process, Portfolio Management, Project Management, Analysis
Education
The George Washington University 2008 — 2009
Professional Certification in Business Analysis
New York University - Leonard N. Stern School of Business 1988 — 1993
BS-Business Administration, Information Systems, Operations Management
Jennie Patel's Morgan Stanley Experience November 2009 - January 2012
Job Program Manager at HSBC Global Markets COO Office
Industry Financial Services
Experience
HSBC August 2014 - Present
Barclays Investment Bank August 2013 - August 2014
Citi February 2012 - August 2013
Morgan Stanley November 2009 - January 2012
Merrill Lynch March 2006 - July 2008
BearingPoint October 2003 - March 2006
Technology Team August 2003 - October 2003
American Chamber of Commerce Executives June 2002 - July 2003
Skills
SDLC, Business Analysis, Business Process..., Project Management, Program Management, Requirements Gathering, Risk Management, Change Management, Business Process Design, Vendor Management, Strategic Planning, Business Strategy, Business Intelligence, Governance, IT Strategy, Management
Education
The George Washington University - School of Business 1998 — 2002
Masters, Information Systems Technology
The George Washington University - School of Business 1998 — 2002
Bachelor of Business Administration, Finance and Information Systems
HSBC August 2014 - Present
Barclays Investment Bank August 2013 - August 2014
Citi February 2012 - August 2013
Morgan Stanley November 2009 - January 2012
Merrill Lynch March 2006 - July 2008
BearingPoint October 2003 - March 2006
Technology Team August 2003 - October 2003
American Chamber of Commerce Executives June 2002 - July 2003
Skills
SDLC, Business Analysis, Business Process..., Project Management, Program Management, Requirements Gathering, Risk Management, Change Management, Business Process Design, Vendor Management, Strategic Planning, Business Strategy, Business Intelligence, Governance, IT Strategy, Management
Education
The George Washington University - School of Business 1998 — 2002
Masters, Information Systems Technology
The George Washington University - School of Business 1998 — 2002
Bachelor of Business Administration, Finance and Information Systems
Sukru Saman, CFA, CAIA, FRM's Morgan Stanley Experience April 2013 - Present
Job Portfolio Manager, Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley April 2013 - Present
Morgan Stanley Wealth Management 2006 - March 2013
Fannie Mae 1999 - 2006
Skills
Alternative Investments, Hedge Funds, Investment Strategies, Portfolio Management, Asset Allocation, Investments, Mutual Funds, Wealth Management, Due Diligence, Fixed Income, Equities, Finance
Education
The George Washington University - School of Business
Morgan Stanley April 2013 - Present
Morgan Stanley Wealth Management 2006 - March 2013
Fannie Mae 1999 - 2006
Skills
Alternative Investments, Hedge Funds, Investment Strategies, Portfolio Management, Asset Allocation, Investments, Mutual Funds, Wealth Management, Due Diligence, Fixed Income, Equities, Finance
Education
The George Washington University - School of Business
Jonathan Usdin's Morgan Stanley Experience 1994 - 1996
Job Senior Director Fitch Ratings
Industry Financial Services
Experience
Fitch Ratings December 2000 - Present
EDGAR Online, Inc. 1999 - 2000
Thomson Financial 1996 - 1999
Morgan Stanley 1994 - 1996
Cross & Brown Company 1989 - 1994
Vista Associates 1986 - 1989
Skills
Capital Markets, Fixed Income, Project Finance, Securities, Investor Relations, Financial Services, Bonds, Credit Risk, Structured Finance, Finance, Trading
Education
The George Washington University - School of Business 1982 — 1986
BBA, Finance
Pingry
Pingry
Pingry
Pingry
Fitch Ratings December 2000 - Present
EDGAR Online, Inc. 1999 - 2000
Thomson Financial 1996 - 1999
Morgan Stanley 1994 - 1996
Cross & Brown Company 1989 - 1994
Vista Associates 1986 - 1989
Skills
Capital Markets, Fixed Income, Project Finance, Securities, Investor Relations, Financial Services, Bonds, Credit Risk, Structured Finance, Finance, Trading
Education
The George Washington University - School of Business 1982 — 1986
BBA, Finance
Pingry
Pingry
Pingry
Pingry
Jennifer Drapisch's Morgan Stanley Experience May 2003 - August 2003
Job Brand Manager
Industry Marketing and Advertising
Experience
Constellation Brands June 2014 - Present
Pernod Ricard March 2012 - June 2014
Pernod Ricard USA December 2010 - March 2012
Virginia Wine Board, Government Appointed Industry Board May 2009 - September 2010
William Harrison Imports May 2009 - August 2009
McKee Nelson LLP, Capital Markets and Tax Law Firm July 2005 - January 2008
Cellar Tours, Premium European Wine Tours January 2004 - October 2004
Morgan Stanley May 2003 - August 2003
Skills
Beverage Marketing, Marketing Strategy, Cross-functional Team..., Business Analytics, Spanish, Public Speaking, Wine Education
Education
Wine & Spirit Education Trust 2007 — 2016
Diploma units 1,2, 5 & 6 completed completed
University of Virginia - Darden Graduate School of Business Administration 2008 — 2010
MBA, marketing
The George Washington University 2001 — 2005
Bachelors of Business Administration, International Business and Marketing
Constellation Brands June 2014 - Present
Pernod Ricard March 2012 - June 2014
Pernod Ricard USA December 2010 - March 2012
Virginia Wine Board, Government Appointed Industry Board May 2009 - September 2010
William Harrison Imports May 2009 - August 2009
McKee Nelson LLP, Capital Markets and Tax Law Firm July 2005 - January 2008
Cellar Tours, Premium European Wine Tours January 2004 - October 2004
Morgan Stanley May 2003 - August 2003
Skills
Beverage Marketing, Marketing Strategy, Cross-functional Team..., Business Analytics, Spanish, Public Speaking, Wine Education
Education
Wine & Spirit Education Trust 2007 — 2016
Diploma units 1,2, 5 & 6 completed completed
University of Virginia - Darden Graduate School of Business Administration 2008 — 2010
MBA, marketing
The George Washington University 2001 — 2005
Bachelors of Business Administration, International Business and Marketing
Dan Mahoney's Morgan Stanley Experience July 2014 - Present
Job Manager, Corporate Communications at Morgan Stanley
Industry Public Relations and Communications
Experience
Morgan Stanley July 2014 - Present
LaForce + Stevens October 2013 - April 2014
Ketchum November 2012 - October 2013
Charles Schwab March 2011 - November 2012
Ketchum May 2008 - March 2011
Vida Communication May 2007 - May 2008
Congressman Ron Kind (WI-03) January 2007 - May 2007
GMMB May 2006 - September 2006
Skills
Message Development, Crisis Communications, Media Relations, Strategic Communications, Reputation Management, Press Releases, Speech Writing, Corporate Communications, Internal Communications, Publicity, Public Affairs, Integrated Marketing, Public Relations, Messaging, Crisis Management, Collateral, Social Media, Corporate Social..., Marketing Communications, Newsletters, Blogging, Web Content, Event Planning, Editorial, Strategy, Editing, Event Management, Strategic Planning
Education
The George Washington University
B.A., Elliott School of International Affairs
Morgan Stanley July 2014 - Present
LaForce + Stevens October 2013 - April 2014
Ketchum November 2012 - October 2013
Charles Schwab March 2011 - November 2012
Ketchum May 2008 - March 2011
Vida Communication May 2007 - May 2008
Congressman Ron Kind (WI-03) January 2007 - May 2007
GMMB May 2006 - September 2006
Skills
Message Development, Crisis Communications, Media Relations, Strategic Communications, Reputation Management, Press Releases, Speech Writing, Corporate Communications, Internal Communications, Publicity, Public Affairs, Integrated Marketing, Public Relations, Messaging, Crisis Management, Collateral, Social Media, Corporate Social..., Marketing Communications, Newsletters, Blogging, Web Content, Event Planning, Editorial, Strategy, Editing, Event Management, Strategic Planning
Education
The George Washington University
B.A., Elliott School of International Affairs
Lawrence Frantz's Morgan Stanley Experience 2000 - 2004
Job UBS Portfolio Trading Sales
Industry Financial Services
Experience
UBS Investment Bank 2007 - Present
Credit Suisse 2004 - 2007
Morgan Stanley 2000 - 2004
Prudential Securities 1998 - 2000
Education
Washington University in St. Louis - Olin Business School 1987 — 1989
MBA
The George Washington University 1984 — 1987
BA
UBS Investment Bank 2007 - Present
Credit Suisse 2004 - 2007
Morgan Stanley 2000 - 2004
Prudential Securities 1998 - 2000
Education
Washington University in St. Louis - Olin Business School 1987 — 1989
MBA
The George Washington University 1984 — 1987
BA
Jason Fenkel's Morgan Stanley Experience January 2002 - May 2002
Job Senior Manager Risk Management, ARM
Industry Retail
Experience
Hudson's Bay Company US Operations - Saks Fifth Avenue + Lord & Taylor January 2015 - Present
Saks Fifth Avenue July 2013 - January 2015
Barnes & Noble April 2007 - June 2013
Liberty Mutual Insurance May 2003 - March 2007
Lehman Brothers June 2002 - August 2002
Morgan Stanley January 2002 - May 2002
Aramark Corporation June 2001 - August 2001
Skills
Claims Management, Property & Casualty..., Contract Negotiation, Proactive self-starter, Challenge Driven, Insurance, Business Analysis, Project Management, Creative Solutions, Brokers, Claim, Commercial Insurance
Education
The George Washington University - School of Business 1999 — 2003
Bachelor's Degree
St. John’s University
Certificate of Business Insurance 2012
Hudson's Bay Company US Operations - Saks Fifth Avenue + Lord & Taylor January 2015 - Present
Saks Fifth Avenue July 2013 - January 2015
Barnes & Noble April 2007 - June 2013
Liberty Mutual Insurance May 2003 - March 2007
Lehman Brothers June 2002 - August 2002
Morgan Stanley January 2002 - May 2002
Aramark Corporation June 2001 - August 2001
Skills
Claims Management, Property & Casualty..., Contract Negotiation, Proactive self-starter, Challenge Driven, Insurance, Business Analysis, Project Management, Creative Solutions, Brokers, Claim, Commercial Insurance
Education
The George Washington University - School of Business 1999 — 2003
Bachelor's Degree
St. John’s University
Certificate of Business Insurance 2012
Michael Barisonek's Morgan Stanley Experience April 1999 - January 2012
Job Trader
Industry Financial Services
Experience
Morgan Stanley April 1999 - January 2012
UBS May 1994 - April 1999
Skills
Securities Lending, Prime Brokerage, Equities, Equity Swaps, Series 7, Equity Derivatives, Collateral Management, Swaps, Hedge Funds, Derivatives, ETFs, Trading, Options, Series 63, Series 24, Delta One, Trading Systems, Structured Products, Proprietary Trading, Bloomberg, Equity Trading, Volatility
Education
The George Washington University 1988 — 1991
BBA
Wake Forest University 1987 — 1988
Morgan Stanley April 1999 - January 2012
UBS May 1994 - April 1999
Skills
Securities Lending, Prime Brokerage, Equities, Equity Swaps, Series 7, Equity Derivatives, Collateral Management, Swaps, Hedge Funds, Derivatives, ETFs, Trading, Options, Series 63, Series 24, Delta One, Trading Systems, Structured Products, Proprietary Trading, Bloomberg, Equity Trading, Volatility
Education
The George Washington University 1988 — 1991
BBA
Wake Forest University 1987 — 1988
Kristen Flocken's Morgan Stanley Experience 2011 - Present
Job Vice President, Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2011 - Present
Smith Barney June 2005 - June 2011
Morgan Stanley September 2002 - June 2005
Skills
Retirement Planning, Asset Management, Financial Planning, Series 7, Series 66, Series 9, Series 10, Series 31, Uniform Combined State...
Education
University of Louisville 2010 — 2012
MBA
The George Washington University - School of Business 1998 — 2002
BBA, Finance
Morgan Stanley 2011 - Present
Smith Barney June 2005 - June 2011
Morgan Stanley September 2002 - June 2005
Skills
Retirement Planning, Asset Management, Financial Planning, Series 7, Series 66, Series 9, Series 10, Series 31, Uniform Combined State...
Education
University of Louisville 2010 — 2012
MBA
The George Washington University - School of Business 1998 — 2002
BBA, Finance
Craig Medoff's Morgan Stanley Experience 1985 - 1987
Job Managing Director at Hercules Capital Group, LLC
Industry Oil & Energy
Experience
Hercules Capital Group International, LLC 2009 - Present
Hercules Capital Group, LLC,& Apollo Capital Group, LLC 2000 - Present
COWEN & COMPANY 1989 - 1990
Summit Capital Group 1989 - 1990
KPMG Peat Marwick M&A 1987 - 1989
Morgan Stanley 1985 - 1987
Arthur Andersen & Co. 1983 - 1985
Skills
Investment Banking, Corporate Finance, Equities, Financial Analysis, Business Planning, Private Placements, Equity Valuation, Venture Capital, Private Equity, Corporate Development, IPO, Mergers & Acquisitions, Investments, Valuation, Start-ups, Due Diligence, Trading, Project Finance, Portfolio Management, Funding, Investor Relations, Asset Management, Derivatives, Alternative Investments, Capital Markets, Equity Research, Fixed Income, Finance, Acquisitions, Capital
Education
The George Washington University - School of Business 1979 — 1983
BBA, Accounting & Finance
New York University, Stern School of Business
Hercules Capital Group International, LLC 2009 - Present
Hercules Capital Group, LLC,& Apollo Capital Group, LLC 2000 - Present
COWEN & COMPANY 1989 - 1990
Summit Capital Group 1989 - 1990
KPMG Peat Marwick M&A 1987 - 1989
Morgan Stanley 1985 - 1987
Arthur Andersen & Co. 1983 - 1985
Skills
Investment Banking, Corporate Finance, Equities, Financial Analysis, Business Planning, Private Placements, Equity Valuation, Venture Capital, Private Equity, Corporate Development, IPO, Mergers & Acquisitions, Investments, Valuation, Start-ups, Due Diligence, Trading, Project Finance, Portfolio Management, Funding, Investor Relations, Asset Management, Derivatives, Alternative Investments, Capital Markets, Equity Research, Fixed Income, Finance, Acquisitions, Capital
Education
The George Washington University - School of Business 1979 — 1983
BBA, Accounting & Finance
New York University, Stern School of Business
Manal Alimari's Morgan Stanley Experience January 2003 - July 2008
Job Vice President
Industry Financial Services
Experience
JPMorgan Chase March 2011 - Present
Societe Generale January 2009 - March 2010
BOA 2010 - 2010
Morgan Stanley January 2003 - July 2008
Morgan Stanley May 1997 - December 2002
JP Morgan Chase January 1997 - May 1997
SPL / Tel Aviv July 1996 - March 1997
Chemical / Chase Bank October 1994 - June 1996
Morgan Stanley October 1988 - September 1994
Triad Data 1988 - 1992
Skills
Program Management, Integration, Management, Strategy, Business Process, Financial Services, Analysis, Disaster Recovery, CRM, Business Strategy, Derivatives, SDLC, Project Management, Software Development, Business Analysis, Requirements Gathering, Business Process..., Process Improvement, Requirements Analysis, Software Project..., Governance, Change Management
Education
The Hebrew University 1976 — 1983
B.A, English Literature & Psychological education
JPMorgan Chase March 2011 - Present
Societe Generale January 2009 - March 2010
BOA 2010 - 2010
Morgan Stanley January 2003 - July 2008
Morgan Stanley May 1997 - December 2002
JP Morgan Chase January 1997 - May 1997
SPL / Tel Aviv July 1996 - March 1997
Chemical / Chase Bank October 1994 - June 1996
Morgan Stanley October 1988 - September 1994
Triad Data 1988 - 1992
Skills
Program Management, Integration, Management, Strategy, Business Process, Financial Services, Analysis, Disaster Recovery, CRM, Business Strategy, Derivatives, SDLC, Project Management, Software Development, Business Analysis, Requirements Gathering, Business Process..., Process Improvement, Requirements Analysis, Software Project..., Governance, Change Management
Education
The Hebrew University 1976 — 1983
B.A, English Literature & Psychological education
Peter Adler's Morgan Stanley Experience 2007 - 2008
Job Global Equity & Commodity Derivatives Client Implementation
Industry Internet
Experience
BNP Paribas August 2012 - Present
BNP Paribas 2009 - July 2012
yourcampusbuzz.com January 2008 - June 2009
Morgan Stanley 2007 - 2008
Deutsche Bank 2006 - 2006
Skills
Fixed Income, Derivatives, Capital Markets, Valuation, Financial Modeling, Bloomberg, Hedge Funds, Equities, Asset Management, Financial Analysis, Private Equity, FX Options
Education
The George Washington University - School of Business 2003 — 2007
Bachelor's in Business Administration, Finance
BNP Paribas August 2012 - Present
BNP Paribas 2009 - July 2012
yourcampusbuzz.com January 2008 - June 2009
Morgan Stanley 2007 - 2008
Deutsche Bank 2006 - 2006
Skills
Fixed Income, Derivatives, Capital Markets, Valuation, Financial Modeling, Bloomberg, Hedge Funds, Equities, Asset Management, Financial Analysis, Private Equity, FX Options
Education
The George Washington University - School of Business 2003 — 2007
Bachelor's in Business Administration, Finance
Shirish Verma's Morgan Stanley Experience November 2010 - April 2015
Job Corporate Finance and M&A
Industry Financial Services
Experience
Morgan Stanley November 2010 - April 2015
Nomura October 2007 - October 2010
Price Waterhouse October 2004 - July 2007
Skills
Corporate Finance, Financial Modeling, Equities, Investment Banking, Financial Analysis, Capital Markets, Auditing, Due Diligence, Valuation, Financial Accounting, Finance, Private Equity, Mergers & Acquisitions, Accounting, Bloomberg
Education
The Institute of Chartered Accountants of India 2003 — 2007
Chartered Accountant, Advanced Accounting, Corporate Finance, Advanced Auditing, Direct & Indirect Taxation, Corporate Law
University of Mumbai 2000 — 2005
Bachelor of Commerce (B.Com.), Accounting and Finance, Graduated with Distinction
Morgan Stanley November 2010 - April 2015
Nomura October 2007 - October 2010
Price Waterhouse October 2004 - July 2007
Skills
Corporate Finance, Financial Modeling, Equities, Investment Banking, Financial Analysis, Capital Markets, Auditing, Due Diligence, Valuation, Financial Accounting, Finance, Private Equity, Mergers & Acquisitions, Accounting, Bloomberg
Education
The Institute of Chartered Accountants of India 2003 — 2007
Chartered Accountant, Advanced Accounting, Corporate Finance, Advanced Auditing, Direct & Indirect Taxation, Corporate Law
University of Mumbai 2000 — 2005
Bachelor of Commerce (B.Com.), Accounting and Finance, Graduated with Distinction
Eric Metallo's Morgan Stanley Experience November 2014 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2014 - Present
PineBridge Investments September 2011 - November 2014
Skills
Asset Management, Alternative Investments, Hedge Funds, Private Equity, Business Strategy, Securities, Securities Regulation
Education
The George Washington University Law School 2000 — 2003
University of Michigan 1994 — 1998
BBA
Morgan Stanley November 2014 - Present
PineBridge Investments September 2011 - November 2014
Skills
Asset Management, Alternative Investments, Hedge Funds, Private Equity, Business Strategy, Securities, Securities Regulation
Education
The George Washington University Law School 2000 — 2003
University of Michigan 1994 — 1998
BBA
Rekha Agarwal's Morgan Stanley Experience January 2015 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Pricewaterhouse Coopers October 2003 - September 2014
Skills
Fund Accounting, Internal Audit, Auditing, Financial Reporting, Hedge Funds, Accounting, Banking, Asset Managment, Forecasting, Private Equity, Mutual Funds, IFRS, Financial Analysis, Asset Management, Financial Accounting, Tax
Education
University of Mumbai 2000 — 2002
Master's degree, Accounting and Finance
The Institute of Chartered Accountants of India 1997 — 2002
Chartered Accountant, Accounts
University of Mumbai - India 1992 — 1997
Graduated, Commerce
Morgan Stanley January 2015 - Present
Pricewaterhouse Coopers October 2003 - September 2014
Skills
Fund Accounting, Internal Audit, Auditing, Financial Reporting, Hedge Funds, Accounting, Banking, Asset Managment, Forecasting, Private Equity, Mutual Funds, IFRS, Financial Analysis, Asset Management, Financial Accounting, Tax
Education
University of Mumbai 2000 — 2002
Master's degree, Accounting and Finance
The Institute of Chartered Accountants of India 1997 — 2002
Chartered Accountant, Accounts
University of Mumbai - India 1992 — 1997
Graduated, Commerce
Pushkar Chaudhari CISA, CAMS, ACA's Morgan Stanley Experience December 2013 - Present
Job Senior Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 2013 - Present
Goldman Sachs February 2011 - December 2013
KPMG LLP November 2005 - February 2011
Oracle Financial Services (formerly i-flex solutions) August 2000 - November 2005
Skills
IT Audit, Business Analysis, SAS70, Internal Audit, Financial Services, SOX 404, Auditing, Information Technology, Assurance, SDLC, Enterprise Risk..., Sarbanes-Oxley Act, Financial Risk, Risk Management, IT Risk Management, Internal Controls, Risk Assessment, Operational Risk..., Information Security..., CISA, Financial Audits, Operational Risk, Business Process
Education
ACAMS
CAMS, Anti-Money Laundering
Information Systems Audit and Control Association 2002 — 2002
CISA, Information Systems Audit
Center for Development of Advanced Computing 2000 — 2000
Diploma in Advanced Computing, Information Technology
The Institute of Chartered Accountants of India
Chartered Accountant (ACA), Accounting
University of Pune 1994 — 1997
Bachelor of Commerce, Accounting, Computer Analysis and Systems Management
Morgan Stanley December 2013 - Present
Goldman Sachs February 2011 - December 2013
KPMG LLP November 2005 - February 2011
Oracle Financial Services (formerly i-flex solutions) August 2000 - November 2005
Skills
IT Audit, Business Analysis, SAS70, Internal Audit, Financial Services, SOX 404, Auditing, Information Technology, Assurance, SDLC, Enterprise Risk..., Sarbanes-Oxley Act, Financial Risk, Risk Management, IT Risk Management, Internal Controls, Risk Assessment, Operational Risk..., Information Security..., CISA, Financial Audits, Operational Risk, Business Process
Education
ACAMS
CAMS, Anti-Money Laundering
Information Systems Audit and Control Association 2002 — 2002
CISA, Information Systems Audit
Center for Development of Advanced Computing 2000 — 2000
Diploma in Advanced Computing, Information Technology
The Institute of Chartered Accountants of India
Chartered Accountant (ACA), Accounting
University of Pune 1994 — 1997
Bachelor of Commerce, Accounting, Computer Analysis and Systems Management
Alan Weinstein's Morgan Stanley Experience January 1988 - January 1989
Job Project Manager / Senior Systems Analyst / Technical Lead at MOST Technologies
Industry Information Technology and Services
Experience
MOST Technologies September 2009 - Present
First International Bank of Israel May 2008 - August 2009
Credit Suisse August 2005 - January 2008
Nomura Research Institute October 2004 - February 2005
Israel Electric Company October 2002 - October 2004
CREDIT SUISSE (FIRST BOSTON) June 1991 - June 2002
Israel Ministry of Housing January 1990 - June 1991
Becton Dickinson Pharmaceuticals February 1989 - October 1989
MORGAN STANLEY January 1988 - January 1989
Israel Ministry of Finance January 1984 - January 1988
Skills
DB2, Business Analysis, CICS, TSO, SDLC, JCL, Systems Analysis, Software Project..., Mainframe, SQL, Unix, VSAM, Requirements Gathering, User Acceptance Testing, Unix Shell Scripting, ETL, Integration, IBM Mainframe, Program Management, Testing, Software Development, Database Design, Requirements Analysis, Software Documentation, Enterprise Architecture, COBOL, Databases, PL/SQL, Quality Center, Performance Tuning, SOA, Java, Sybase, IBM Utilities, Visio
Education
The Hebrew University 1973 — 1977
BMus., Music
MOST Technologies September 2009 - Present
First International Bank of Israel May 2008 - August 2009
Credit Suisse August 2005 - January 2008
Nomura Research Institute October 2004 - February 2005
Israel Electric Company October 2002 - October 2004
CREDIT SUISSE (FIRST BOSTON) June 1991 - June 2002
Israel Ministry of Housing January 1990 - June 1991
Becton Dickinson Pharmaceuticals February 1989 - October 1989
MORGAN STANLEY January 1988 - January 1989
Israel Ministry of Finance January 1984 - January 1988
Skills
DB2, Business Analysis, CICS, TSO, SDLC, JCL, Systems Analysis, Software Project..., Mainframe, SQL, Unix, VSAM, Requirements Gathering, User Acceptance Testing, Unix Shell Scripting, ETL, Integration, IBM Mainframe, Program Management, Testing, Software Development, Database Design, Requirements Analysis, Software Documentation, Enterprise Architecture, COBOL, Databases, PL/SQL, Quality Center, Performance Tuning, SOA, Java, Sybase, IBM Utilities, Visio
Education
The Hebrew University 1973 — 1977
BMus., Music
Hamilton Clark's Morgan Stanley Experience November 2011 - November 2014
Job Financial Planning Analyst at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services November 2014 - Present
Morgan Stanley November 2011 - November 2014
Morgan Stanley Smith Barney March 2010 - November 2011
Parker Tide Corp September 2009 - March 2010
Corporate Executive Board September 2007 - December 2008
Education
The George Washington University - School of Business 2010 — 2012
MBA, Finance
Vanderbilt University 2004 — 2007
BA, Political Science (International Relations)
Edelman Financial Services November 2014 - Present
Morgan Stanley November 2011 - November 2014
Morgan Stanley Smith Barney March 2010 - November 2011
Parker Tide Corp September 2009 - March 2010
Corporate Executive Board September 2007 - December 2008
Education
The George Washington University - School of Business 2010 — 2012
MBA, Finance
Vanderbilt University 2004 — 2007
BA, Political Science (International Relations)
Nadia Adly's Morgan Stanley Experience November 1987 - April 2007
Job Senior Vice President at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors July 2011 - Present
Wells Fargo Advisors, LLC June 2007 - Present
Morgan Stanley November 1987 - April 2007
Education
The George Washington University - School of Business 1990 — 1995
MBA, Finance
Wells Fargo Advisors July 2011 - Present
Wells Fargo Advisors, LLC June 2007 - Present
Morgan Stanley November 1987 - April 2007
Education
The George Washington University - School of Business 1990 — 1995
MBA, Finance
Justin Shannon's Morgan Stanley Experience 2007 - 2008
Job Financial Engineer at Fannie Mae
Industry Financial Services
Experience
Fannie Mae 2013 - Present
Fannie Mae 2011 - 2013
Fannie Mae 2009 - 2011
Morgan Stanley 2007 - 2008
Man Financial 2006 - 2006
Managed Funds Association 2005 - 2006
Level Global Investors 2005 - 2005
Moore Capital Management 2004 - 2004
Blue Ridge Capital 2002 - 2003
Agnos Capital Management 2001 - 2001
Skills
Hedge Funds, Financial Modeling, Bloomberg, Capital Markets, Structured Finance, Fixed Income, Mortgage Banking, Agency MBS, Equities, SQL, Business Analysis, Data Analysis, Strategy, MBS, Portfolio Management, Alternative Investments, Securitization, Bonds, Derivatives, Options, Quantitative Analytics, Equity Research, Finance
Education
University of Maryland - Robert H. Smith School of Business 2011 — 2015
Master of Business Administration (M.B.A.), Master of Finance
The George Washington University - School of Business 2003 — 2007
BBA, Finance, Economics, Statistics
Fannie Mae 2013 - Present
Fannie Mae 2011 - 2013
Fannie Mae 2009 - 2011
Morgan Stanley 2007 - 2008
Man Financial 2006 - 2006
Managed Funds Association 2005 - 2006
Level Global Investors 2005 - 2005
Moore Capital Management 2004 - 2004
Blue Ridge Capital 2002 - 2003
Agnos Capital Management 2001 - 2001
Skills
Hedge Funds, Financial Modeling, Bloomberg, Capital Markets, Structured Finance, Fixed Income, Mortgage Banking, Agency MBS, Equities, SQL, Business Analysis, Data Analysis, Strategy, MBS, Portfolio Management, Alternative Investments, Securitization, Bonds, Derivatives, Options, Quantitative Analytics, Equity Research, Finance
Education
University of Maryland - Robert H. Smith School of Business 2011 — 2015
Master of Business Administration (M.B.A.), Master of Finance
The George Washington University - School of Business 2003 — 2007
BBA, Finance, Economics, Statistics
Tushara Ekanayake's Morgan Stanley Experience September 2006 - May 2007
Job Senior Analyst at FI Consulting
Industry Financial Services
Experience
FI Consulting May 2015 - Present
Bodhi Lanka Foundation January 2009 - Present
International Monetary Fund July 2014 - December 2014
FI Consulting July 2012 - June 2014
International Monetary Fund April 2010 - July 2012
International Monetary Fund January 2009 - April 2010
IHS Global Insight June 2007 - January 2009
Morgan Stanley September 2006 - May 2007
Skills
Stata, SAS, Econometrics, Macroeconomics, Economic Research, Microsoft Excel, VBA, Eviews, Microsoft Office, International Economics, Econometric Modeling, Applied Econometrics, R, Excel, Keynote, Haver, Bloomberg, Tableau, Python, SQL, Django
Education
The Johns Hopkins University 2010 — 2012
Master of Arts (M.A.), Applied Economics
The George Washington University 2003 — 2007
B.S, Economics
FI Consulting May 2015 - Present
Bodhi Lanka Foundation January 2009 - Present
International Monetary Fund July 2014 - December 2014
FI Consulting July 2012 - June 2014
International Monetary Fund April 2010 - July 2012
International Monetary Fund January 2009 - April 2010
IHS Global Insight June 2007 - January 2009
Morgan Stanley September 2006 - May 2007
Skills
Stata, SAS, Econometrics, Macroeconomics, Economic Research, Microsoft Excel, VBA, Eviews, Microsoft Office, International Economics, Econometric Modeling, Applied Econometrics, R, Excel, Keynote, Haver, Bloomberg, Tableau, Python, SQL, Django
Education
The Johns Hopkins University 2010 — 2012
Master of Arts (M.A.), Applied Economics
The George Washington University 2003 — 2007
B.S, Economics
Christopher Gaito's Morgan Stanley Experience 2000 - 2009
Job Partner at Furey Research Partners
Industry Financial Services
Experience
Furey Research Partners April 2009 - Present
Morgan Stanley 2000 - 2009
Skills
Equity Research, Equities, Investments, Alternative Investments, Hedge Funds, Capital Markets, Series 7, Bloomberg, Securities, Fixed Income, Series 63, Asset Management
Education
The Johns Hopkins University 1995 — 1999
BA, Economics
Delbarton School 1989 — 1995
HS Diploma, Highest Honors
Furey Research Partners April 2009 - Present
Morgan Stanley 2000 - 2009
Skills
Equity Research, Equities, Investments, Alternative Investments, Hedge Funds, Capital Markets, Series 7, Bloomberg, Securities, Fixed Income, Series 63, Asset Management
Education
The Johns Hopkins University 1995 — 1999
BA, Economics
Delbarton School 1989 — 1995
HS Diploma, Highest Honors
Sandy Greenspan's Morgan Stanley Experience 1990 - 2007
Job Attorney
Industry Law Practice
Experience
The Muller Firm, Ltd. July 2008 - June 2010
Morgan Stanley 1990 - 2007
Lison and Pullman, P.C. 1988 - 1990
AON Corporation 1986 - 1988
Skills
Cross-functional Team...
Education
The John Marshall Law School
JD, Law
University of Michigan
BA
The Muller Firm, Ltd. July 2008 - June 2010
Morgan Stanley 1990 - 2007
Lison and Pullman, P.C. 1988 - 1990
AON Corporation 1986 - 1988
Skills
Cross-functional Team...
Education
The John Marshall Law School
JD, Law
University of Michigan
BA
Robert Hawkins's Morgan Stanley Experience November 2007 - May 2009
Job Sr. Manager, HR Shared Services Center at DSM
Industry Financial Services
Experience
DSM September 2009 - Present
Morgan Stanley November 2007 - May 2009
AXA Equitable June 1999 - October 2007
Lehman Brothers July 1993 - June 1999
Skills
HRIS, Talent Management, PeopleSoft, Workforce Planning, Deferred Compensation, Employee Engagement, Performance Management, Employee Benefits, Organizational Design, Vendor Management, Employee Relations, Change Management, Human Resources, Strategic HR, Recruiting, Strategy, Management, Leadership, Personnel Management, Business Process, Mergers & Acquisitions, Payroll, HR Transformation, Analysis, Business Analysis, Onboarding, Integration, Sourcing, Strategic Planning, Budgets, Succession Planning, Project Planning, Project Management, Compensation & Benefit, Executive Pay, Process Improvement, HR Consulting, HR Policies, Organizational..., Benefits Administration, Organizational...
Education
The George Washington University - School of Business
MBA, Finance
The Johns Hopkins University
Bachelor's, Arts
DSM September 2009 - Present
Morgan Stanley November 2007 - May 2009
AXA Equitable June 1999 - October 2007
Lehman Brothers July 1993 - June 1999
Skills
HRIS, Talent Management, PeopleSoft, Workforce Planning, Deferred Compensation, Employee Engagement, Performance Management, Employee Benefits, Organizational Design, Vendor Management, Employee Relations, Change Management, Human Resources, Strategic HR, Recruiting, Strategy, Management, Leadership, Personnel Management, Business Process, Mergers & Acquisitions, Payroll, HR Transformation, Analysis, Business Analysis, Onboarding, Integration, Sourcing, Strategic Planning, Budgets, Succession Planning, Project Planning, Project Management, Compensation & Benefit, Executive Pay, Process Improvement, HR Consulting, HR Policies, Organizational..., Benefits Administration, Organizational...
Education
The George Washington University - School of Business
MBA, Finance
The Johns Hopkins University
Bachelor's, Arts
Declan Brady's Morgan Stanley Experience 1997 - 2003
Job Senior Vice President at Long Hills Capital LLC
Industry Investment Management
Experience
Long Hills Capital LLC 2009 - Present
Deutsche Bank Securities 2003 - January 2009
Morgan Stanley 1997 - 2003
Education
The George Washington University
B.S., Finance
Long Hills Capital LLC 2009 - Present
Deutsche Bank Securities 2003 - January 2009
Morgan Stanley 1997 - 2003
Education
The George Washington University
B.S., Finance
Michael Feinberg's Morgan Stanley Experience November 2013 - May 2014
Job Trading Associate at Bridgewater Associates
Industry Financial Services
Experience
Bridgewater Associates July 2014 - Present
Morgan Stanley November 2013 - May 2014
Morgan Stanley June 2012 - October 2013
Morgan Stanley June 2011 - August 2011
Reproductive Associates of Delaware May 2009 - September 2010
Barclays June 2010 - August 2010
Apple March 2008 - June 2009
Skills
Fixed Income Trading, VBA, Microsoft Excel, Data Analysis, Data Visualization, Financial Modeling, Investments, Analysis, Fixed Income, Securities, Trading, Economics, Financial Markets
Education
The George Washington University - School of Business 2008 — 2012
BBA, Finance and Business, Economics & Public Policy
London School of Economics and Political Science 2010 — 2011
General Course, Macroeconomics, Finance, European Economics
Bridgewater Associates July 2014 - Present
Morgan Stanley November 2013 - May 2014
Morgan Stanley June 2012 - October 2013
Morgan Stanley June 2011 - August 2011
Reproductive Associates of Delaware May 2009 - September 2010
Barclays June 2010 - August 2010
Apple March 2008 - June 2009
Skills
Fixed Income Trading, VBA, Microsoft Excel, Data Analysis, Data Visualization, Financial Modeling, Investments, Analysis, Fixed Income, Securities, Trading, Economics, Financial Markets
Education
The George Washington University - School of Business 2008 — 2012
BBA, Finance and Business, Economics & Public Policy
London School of Economics and Political Science 2010 — 2011
General Course, Macroeconomics, Finance, European Economics
Judy Clare's Morgan Stanley Experience December 2014 - Present
Job Vice President; MS Online Risk Manager at Morgan Stanley
Industry Banking
Experience
Morgan Stanley December 2014 - Present
Morgan Stanley February 2013 - December 2014
Morgan Stanley Smith Barney December 2005 - February 2013
Barclays 2002 - 2005
Merrill Lynch March 2001 - November 2001
J.P. Morgan 1999 - 2001
J.P. Morgan 1996 - 1999
Skills
Wealth Management, Capital Markets, Securities, Fixed Income, Equities, Financial Services, Hedge Funds, Business Analysis, Series 63, Portfolio Management, Finance, Management, Risk Management, Financial Risk, Operational Risk, Credit Risk, Alternative Investments, Series 7, Banking, Strategy, Mutual Funds, Vendor Management, Asset Management
Education
New York University - Leonard N. Stern School of Business
MBA, International Business, Finance, Marketing
The George Washington University
Bachelor of Accountancy, Accounting
Morgan Stanley December 2014 - Present
Morgan Stanley February 2013 - December 2014
Morgan Stanley Smith Barney December 2005 - February 2013
Barclays 2002 - 2005
Merrill Lynch March 2001 - November 2001
J.P. Morgan 1999 - 2001
J.P. Morgan 1996 - 1999
Skills
Wealth Management, Capital Markets, Securities, Fixed Income, Equities, Financial Services, Hedge Funds, Business Analysis, Series 63, Portfolio Management, Finance, Management, Risk Management, Financial Risk, Operational Risk, Credit Risk, Alternative Investments, Series 7, Banking, Strategy, Mutual Funds, Vendor Management, Asset Management
Education
New York University - Leonard N. Stern School of Business
MBA, International Business, Finance, Marketing
The George Washington University
Bachelor of Accountancy, Accounting
Julia Ramirez-Stecker's Morgan Stanley Experience November 2014 - Present
Job Senior Associate, Paralegal Supervisor at BNY Mellon
Industry Legal Services
Experience
Morgan Stanley November 2014 - Present
BNY Mellon April 2012 - October 2014
Citigroup January 2009 - April 2012
Centro Properties Inc 2008 - 2009
Morgan Stanley 2005 - 2008
United Corporate Services 2005 - 2005
CT Corporation 2003 - 2004
Skills
Corporate Governance, Litigation, Document Review, Legal Research, Corporate Law, Legal Assistance, Litigation Support, Governance, Microsoft Office, Banking, Securities Regulation, Westlaw, Legal Compliance, Legal Writing
Education
The George Washington University 2009 — 2011
Masters, Paralegal Studies
University at Buffalo 1999 — 2002
Bachelor of Arts, Political Science
Morgan Stanley November 2014 - Present
BNY Mellon April 2012 - October 2014
Citigroup January 2009 - April 2012
Centro Properties Inc 2008 - 2009
Morgan Stanley 2005 - 2008
United Corporate Services 2005 - 2005
CT Corporation 2003 - 2004
Skills
Corporate Governance, Litigation, Document Review, Legal Research, Corporate Law, Legal Assistance, Litigation Support, Governance, Microsoft Office, Banking, Securities Regulation, Westlaw, Legal Compliance, Legal Writing
Education
The George Washington University 2009 — 2011
Masters, Paralegal Studies
University at Buffalo 1999 — 2002
Bachelor of Arts, Political Science
Danielle Traub's Morgan Stanley Experience August 2015 - Present
Job Strategic Events and Community Manager at Morgan Stanley
Industry Events Services
Experience
Morgan Stanley August 2015 - Present
AJC Global September 2013 - August 2015
David Monn LLC January 2013 - June 2013
Jewish National Fund November 2012 - April 2013
Lansdale Associates January 2011 - November 2012
The Kauffman Group June 2009 - November 2010
Skills
Event Management, Coordinating Events, Social Media, Logistics Management, Special Events..., Fundraising, Donor Research, Political Campaigns, Sponsorship, Public Speaking, Entrepreneurship, Marketing, Volunteer Management
Education
The George Washington University 2006 — 2010
Bachelor of Arts (B.A.), Political Science and Government
Morgan Stanley August 2015 - Present
AJC Global September 2013 - August 2015
David Monn LLC January 2013 - June 2013
Jewish National Fund November 2012 - April 2013
Lansdale Associates January 2011 - November 2012
The Kauffman Group June 2009 - November 2010
Skills
Event Management, Coordinating Events, Social Media, Logistics Management, Special Events..., Fundraising, Donor Research, Political Campaigns, Sponsorship, Public Speaking, Entrepreneurship, Marketing, Volunteer Management
Education
The George Washington University 2006 — 2010
Bachelor of Arts (B.A.), Political Science and Government
Shreyesh Parikh's Morgan Stanley Experience January 2013 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2013 - Present
Ernst & Young February 2007 - January 2013
Deloitte Haskins & Sells (Mumbai - India) October 2006 - February 2007
Deloitte Haskins & Sells (Mumbai - India) October 2004 - September 2006
Deloitte & Touche (New York - US) January 2006 - April 2006
Skills
Management, Auditing, Banking, Financial Services, Accounting, Financial Analysis
Education
The Institute of Chartered Accountants of India 1998 — 2001
Chartred Accountant, Financial Accountant
University of Mumbai 1993 — 1998
Bachelor of Commerce, Commerce and Economics
Morgan Stanley January 2013 - Present
Ernst & Young February 2007 - January 2013
Deloitte Haskins & Sells (Mumbai - India) October 2006 - February 2007
Deloitte Haskins & Sells (Mumbai - India) October 2004 - September 2006
Deloitte & Touche (New York - US) January 2006 - April 2006
Skills
Management, Auditing, Banking, Financial Services, Accounting, Financial Analysis
Education
The Institute of Chartered Accountants of India 1998 — 2001
Chartred Accountant, Financial Accountant
University of Mumbai 1993 — 1998
Bachelor of Commerce, Commerce and Economics
Ella Tessler, PMP's Morgan Stanley Experience 2002 - 2009
Job Project Manager at Bank of America
Industry Information Technology and Services
Experience
Bank of America May 2010 - Present
MobilSoftInc March 2009 - November 2010
Morgan Stanley 2002 - 2009
JPMorgan Chase March 2000 - January 2003
UPS January 1998 - January 2002
Columbian Finacial Group 1991 - 1995
Binghamton University 1989 - 1991
Skills
Business Analysis, SDLC, Software Development, Integration, Visio, SharePoint, PMP, MS Project, Agile Methodologies
Education
M.S. in Computer Science
The George Washington University - School of Business
Master in Project Management
Bank of America May 2010 - Present
MobilSoftInc March 2009 - November 2010
Morgan Stanley 2002 - 2009
JPMorgan Chase March 2000 - January 2003
UPS January 1998 - January 2002
Columbian Finacial Group 1991 - 1995
Binghamton University 1989 - 1991
Skills
Business Analysis, SDLC, Software Development, Integration, Visio, SharePoint, PMP, MS Project, Agile Methodologies
Education
M.S. in Computer Science
The George Washington University - School of Business
Master in Project Management
Peng Jingjiang's Morgan Stanley Experience January 2014 - Present
Job VP at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2014 - Present
Morgan Stanley September 2011 - January 2014
Morgan Stanley May 2010 - August 2010
Skills
Statistical Arbitrage, Portfolio Optimization, Quantitative Finance, Stochastic Calculus, R, Time Series Analysis, Statistical Machine..., Machine Learning
Education
The Hong Kong University of Science and Technology 2005 — 2007
Master, Mathematical Finance
University of Science and Technology of China 2001 — 2005
Bachelor, Probability and Statistics
University of Wisconsin-Madison
Ph.D, Statistics
Morgan Stanley January 2014 - Present
Morgan Stanley September 2011 - January 2014
Morgan Stanley May 2010 - August 2010
Skills
Statistical Arbitrage, Portfolio Optimization, Quantitative Finance, Stochastic Calculus, R, Time Series Analysis, Statistical Machine..., Machine Learning
Education
The Hong Kong University of Science and Technology 2005 — 2007
Master, Mathematical Finance
University of Science and Technology of China 2001 — 2005
Bachelor, Probability and Statistics
University of Wisconsin-Madison
Ph.D, Statistics
Stephen Choi, FRM's Morgan Stanley Experience July 2006 - April 2010
Job Vice President at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank May 2010 - Present
Morgan Stanley July 2006 - April 2010
Skills
Derivatives, Risk Management, Business Analysis, Financial Risk, SQL, Analysis, Swaps, Structured Products, Vendor Management, Trading Systems, Project Management, Equities, Investment Banking, Equity Derivatives
Education
The Hong Kong University of Science and Technology 2007 — 2009
Master of Science in Finance (Part Time), Risk Management and Derivatives
The Hong Kong University of Science and Technology 1998 — 2001
Computer Engineering
Deutsche Bank May 2010 - Present
Morgan Stanley July 2006 - April 2010
Skills
Derivatives, Risk Management, Business Analysis, Financial Risk, SQL, Analysis, Swaps, Structured Products, Vendor Management, Trading Systems, Project Management, Equities, Investment Banking, Equity Derivatives
Education
The Hong Kong University of Science and Technology 2007 — 2009
Master of Science in Finance (Part Time), Risk Management and Derivatives
The Hong Kong University of Science and Technology 1998 — 2001
Computer Engineering
Shawn Wallack's Morgan Stanley Experience 2002 - 2002
Job Senior Director, Program Management at Welk Resort Group
Industry Information Technology and Services
Experience
Welk Resort Group July 2014 - Present
Discovery Communications 2013 - 2014
NBCUniversal, Inc. 2012 - 2013
HBO 2011 - 2012
Semtek 2010 - 2010
Beyazit Group (Beyazıt Şirketler Grubu) 2009 - 2010
Time Inc. 2008 - 2009
Merrill Lynch 2003 - 2006
Morgan Stanley 2002 - 2002
CSC Consulting 1995 - 2002
Education
The George Washington University - School of Business
MBA
The George Washington University - School of Business
BBA
Welk Resort Group July 2014 - Present
Discovery Communications 2013 - 2014
NBCUniversal, Inc. 2012 - 2013
HBO 2011 - 2012
Semtek 2010 - 2010
Beyazit Group (Beyazıt Şirketler Grubu) 2009 - 2010
Time Inc. 2008 - 2009
Merrill Lynch 2003 - 2006
Morgan Stanley 2002 - 2002
CSC Consulting 1995 - 2002
Education
The George Washington University - School of Business
MBA
The George Washington University - School of Business
BBA
Scott Navins's Morgan Stanley Experience August 2002 - July 2004
Job VP, Corporate Controller at Kite Pharma, Inc.
Industry Biotechnology
Experience
Kite Pharma, Inc. March 2014 - Present
Riverbank Capital Securities, Inc 2005 - Present
Arno Therapeutics February 2010 - March 2014
Two River Consulting November 2005 - December 2013
Westbrook Partners 2004 - 2005
Morgan Stanley August 2002 - July 2004
BlackRock August 2001 - August 2002
CTI Telecom 1996 - 2000
Raffa, PC 1993 - 1996
Skills
Finance, Management, Accounting, Due Diligence, Private Equity, Alternative Investments, Auditing, Corporate Finance, Equities, Financial Accounting, Financial Analysis, Financial Modeling, Financial Reporting, Financial Services, GAAP, Internal Controls, Investments, Mergers, SEC filings, Sarbanes-Oxley Act, US GAAP, Valuation
Education
The George Washington University - School of Business 1989 — 1993
B-Accy, Accounting
Clarkstown South 1986 — 1989
Kite Pharma, Inc. March 2014 - Present
Riverbank Capital Securities, Inc 2005 - Present
Arno Therapeutics February 2010 - March 2014
Two River Consulting November 2005 - December 2013
Westbrook Partners 2004 - 2005
Morgan Stanley August 2002 - July 2004
BlackRock August 2001 - August 2002
CTI Telecom 1996 - 2000
Raffa, PC 1993 - 1996
Skills
Finance, Management, Accounting, Due Diligence, Private Equity, Alternative Investments, Auditing, Corporate Finance, Equities, Financial Accounting, Financial Analysis, Financial Modeling, Financial Reporting, Financial Services, GAAP, Internal Controls, Investments, Mergers, SEC filings, Sarbanes-Oxley Act, US GAAP, Valuation
Education
The George Washington University - School of Business 1989 — 1993
B-Accy, Accounting
Clarkstown South 1986 — 1989
Todd Hutchinson's Morgan Stanley Experience 2005 - 2006
Job Wealth Management at Morgan Stanley Wealth Management
Industry Investment Management
Experience
Morgan Stanley Wealth Management December 2006 - Present
Morgan Stanley 2005 - 2006
Nationwide Insurance 1990 - 2005
Skills
Investments, Portfolio Management, Retirement Planning, Financial Analysis, Financial Services, Strategic Planning, Mutual Funds
Education
University of Virginia 1985 — 1989
BA, English
Severn School
The George Washington University - School of Business
MBA
Morgan Stanley Wealth Management December 2006 - Present
Morgan Stanley 2005 - 2006
Nationwide Insurance 1990 - 2005
Skills
Investments, Portfolio Management, Retirement Planning, Financial Analysis, Financial Services, Strategic Planning, Mutual Funds
Education
University of Virginia 1985 — 1989
BA, English
Severn School
The George Washington University - School of Business
MBA
Jonathan Echanique's Morgan Stanley Experience October 2014 - Present
Job Legal Administration Morgan Stanley
Industry Legal Services
Experience
Morgan Stanley October 2014 - Present
Federal Trade Commission June 2013 - July 2014
Federal Trade Commission May 2012 - June 2013
ALPFA DC February 2012 - May 2013
GWU Computer Science Deparmentt January 2011 - May 2011
Office of Congresswoman Gabrielle Giffords September 2010 - December 2010
Graphic Image Inc May 2010 - August 2010
SAIL Program February 2010 - May 2010
Abercrombie & Fitch May 2008 - November 2008
Skills
PowerPoint, Spanish, French, Microsoft Word, Microsoft Excel, Access, Research, Management, English, German, Data Analysis, Microsoft Office, Public Policy, Nonprofits, Economics, Public Speaking, Marketing, Social Media, Government, Market Research, Excel, International Relations, Sales, Analysis, Finance, Word, Fashion
Education
The George Washington University - School of Business 2009 — 2013
Bachelor's Degree, International Business; Economics & Public Policy
L'Institut d'études politiques de Paris (Sciences Po) 2012 — 2012
Hauppauge High School 2005 — 2009
High School Diploma
Morgan Stanley October 2014 - Present
Federal Trade Commission June 2013 - July 2014
Federal Trade Commission May 2012 - June 2013
ALPFA DC February 2012 - May 2013
GWU Computer Science Deparmentt January 2011 - May 2011
Office of Congresswoman Gabrielle Giffords September 2010 - December 2010
Graphic Image Inc May 2010 - August 2010
SAIL Program February 2010 - May 2010
Abercrombie & Fitch May 2008 - November 2008
Skills
PowerPoint, Spanish, French, Microsoft Word, Microsoft Excel, Access, Research, Management, English, German, Data Analysis, Microsoft Office, Public Policy, Nonprofits, Economics, Public Speaking, Marketing, Social Media, Government, Market Research, Excel, International Relations, Sales, Analysis, Finance, Word, Fashion
Education
The George Washington University - School of Business 2009 — 2013
Bachelor's Degree, International Business; Economics & Public Policy
L'Institut d'études politiques de Paris (Sciences Po) 2012 — 2012
Hauppauge High School 2005 — 2009
High School Diploma
Richard Zanghetti's Morgan Stanley Experience January 1999 - January 2009
Job at LionsBridge Capital
Industry Investment Management
Experience
LionsBridge Capital January 2009 - Present
LionsBridge Wealth Managment January 2009 - Present
Morgan Stanley January 1999 - January 2009
Lehman Brothers December 1990 - July 1997
Salomon Brothers June 1989 - November 1990
Morgan Stanley June 1986 - June 1989
Skills
Investment Banking, Asset Managment, Mergers & Acquisitions, Asset Management, Investment Advisory, Equities, Management Consulting, Private Equity, Wealth Management, Management, Venture Capital, Alternative Investments, Investments, Securities, Due Diligence, Valuation, Asset Allocation, Corporate Development, Strategic Planning, Financial Advisory, Team Building
Education
The George Washington University
BA
LionsBridge Capital January 2009 - Present
LionsBridge Wealth Managment January 2009 - Present
Morgan Stanley January 1999 - January 2009
Lehman Brothers December 1990 - July 1997
Salomon Brothers June 1989 - November 1990
Morgan Stanley June 1986 - June 1989
Skills
Investment Banking, Asset Managment, Mergers & Acquisitions, Asset Management, Investment Advisory, Equities, Management Consulting, Private Equity, Wealth Management, Management, Venture Capital, Alternative Investments, Investments, Securities, Due Diligence, Valuation, Asset Allocation, Corporate Development, Strategic Planning, Financial Advisory, Team Building
Education
The George Washington University
BA
Stan Yatskar's Morgan Stanley Experience May 2007 - August 2007
Job Territory Sales Representative at Cbeyond
Industry Telecommunications
Experience
Cbeyond June 2011 - February 2012
DILLER & DILLER, Attorneys-at-Law May 2009 - August 2009
Morgan Stanley May 2007 - August 2007
Skills
Analysis, PowerPoint, Excel, Event Planning, Word, Russian
Education
The George Washington University - School of Business 2006 — 2010
BBA, Business, Minor in Sociology
Cbeyond June 2011 - February 2012
DILLER & DILLER, Attorneys-at-Law May 2009 - August 2009
Morgan Stanley May 2007 - August 2007
Skills
Analysis, PowerPoint, Excel, Event Planning, Word, Russian
Education
The George Washington University - School of Business 2006 — 2010
BBA, Business, Minor in Sociology
Vinh Q. Tran's Morgan Stanley Experience February 1989 - January 1998
Job Vice Chairman & Deputy Chief Market Strategist at Sabrient Systems LLC
Industry Financial Services
Experience
Sabrient Systems LLC December 2014 - Present
Pinehill Capital LLC March 2009 - Present
Institute of Global Education August 2010 - December 2014
Bank of America November 2004 - May 2009
Aquarii Capital Management LLC January 1998 - November 2004
Morgan Stanley February 1989 - January 1998
Aetna Life & Casualty May 1985 - February 1989
Skills
Leadership,..., Private Equity, Entrepreneurship, Alternative Investments, Hedge Funds, Emerging Markets, Investments, Fixed Income
Education
The George Washington University
Ph.D., Finance
The George Washington University
MBA, Finance
Sabrient Systems LLC December 2014 - Present
Pinehill Capital LLC March 2009 - Present
Institute of Global Education August 2010 - December 2014
Bank of America November 2004 - May 2009
Aquarii Capital Management LLC January 1998 - November 2004
Morgan Stanley February 1989 - January 1998
Aetna Life & Casualty May 1985 - February 1989
Skills
Leadership,..., Private Equity, Entrepreneurship, Alternative Investments, Hedge Funds, Emerging Markets, Investments, Fixed Income
Education
The George Washington University
Ph.D., Finance
The George Washington University
MBA, Finance
Matthew Alderman's Morgan Stanley Experience December 2006 - May 2008
Job Manager at Deloitte Consulting & MBA Candidate at UCLA Anderson
Industry Management Consulting
Experience
Deloitte Consulting July 2008 - Present
Morgan Stanley December 2006 - May 2008
UBS Wealth Management August 2006 - December 2006
Skills
Financial Modeling, Business Process..., Business Development, Management Consulting, Program Management, Business Strategy, Strategy, Integration, Management, Leadership
Education
UCLA Anderson School of Management
Master of Business Administration (M.B.A.)
The George Washington University
BBS
Deloitte Consulting July 2008 - Present
Morgan Stanley December 2006 - May 2008
UBS Wealth Management August 2006 - December 2006
Skills
Financial Modeling, Business Process..., Business Development, Management Consulting, Program Management, Business Strategy, Strategy, Integration, Management, Leadership
Education
UCLA Anderson School of Management
Master of Business Administration (M.B.A.)
The George Washington University
BBS
fakhre jabeen Bohra's Morgan Stanley Experience June 2012 - May 2015
Job Experienced Professional in Financial Services
Industry Financial Services
Experience
Morgan Stanley June 2012 - May 2015
KPMG India June 2010 - April 2012
KPMG India 2010 - 2012
KPMG, India June 2010 - January 2011
M/S Abhay jaroli and associates October 2007 - April 2010
Skills
Travelling, Music, Reading books, Singing, surfing, Exploration, Auditing, Financial Services, Surfing, IFRS, Mineral Exploration, Financial Reporting, Investments, US GAAP, Internal Audit, MIS, Statutory Audit, Equities, Cash Flow
Education
The Institute of Chartered Accountants of India 2004 — 2010
CA, Chartered Accountant
B.N.P.G girls college,Udaipur 2003 — 2006
B.Com, Chartered Accountant
MLSU (Rajasthan) 2003 — 2006
B.Com Graduate
St Gregorios Sr Sec School 1992 — 2003
SSC, Science
Morgan Stanley June 2012 - May 2015
KPMG India June 2010 - April 2012
KPMG India 2010 - 2012
KPMG, India June 2010 - January 2011
M/S Abhay jaroli and associates October 2007 - April 2010
Skills
Travelling, Music, Reading books, Singing, surfing, Exploration, Auditing, Financial Services, Surfing, IFRS, Mineral Exploration, Financial Reporting, Investments, US GAAP, Internal Audit, MIS, Statutory Audit, Equities, Cash Flow
Education
The Institute of Chartered Accountants of India 2004 — 2010
CA, Chartered Accountant
B.N.P.G girls college,Udaipur 2003 — 2006
B.Com, Chartered Accountant
MLSU (Rajasthan) 2003 — 2006
B.Com Graduate
St Gregorios Sr Sec School 1992 — 2003
SSC, Science
Grant Brady's Morgan Stanley Experience June 2002 - Present
Job at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2002 - Present
Citigroup August 1997 - June 2002
Education
University of North Carolina at Chapel Hill 1984 — 1988
Bachelor of Arts (B.A.), Comparative Literature; History
The George Washington University Law School 1990 — 1993
Doctor of Law (J.D.), Law
Morgan Stanley June 2002 - Present
Citigroup August 1997 - June 2002
Education
University of North Carolina at Chapel Hill 1984 — 1988
Bachelor of Arts (B.A.), Comparative Literature; History
The George Washington University Law School 1990 — 1993
Doctor of Law (J.D.), Law
Tiffany Alleyne, MBA's Morgan Stanley Experience December 2007 - October 2011
Job PeopleSoft Business Analyst at Freddie Mac
Industry Financial Services
Experience
Freddie Mac July 2012 - Present
Morgan Stanley December 2007 - October 2011
State Street Bank 2005 - 2007
Skills
Financial Analysis, Financial Modeling
Education
The George Washington University - School of Business 2009 — 2012
MBA, Business Administration
Tufts University 2001 — 2005
BA, International Relations
Freddie Mac July 2012 - Present
Morgan Stanley December 2007 - October 2011
State Street Bank 2005 - 2007
Skills
Financial Analysis, Financial Modeling
Education
The George Washington University - School of Business 2009 — 2012
MBA, Business Administration
Tufts University 2001 — 2005
BA, International Relations
Neil Bloomgarden's Morgan Stanley Experience June 2007 - March 2011
Job Managing Partner
Industry Financial Services
Experience
Conventus Capital LLC September 2011 - Present
Morgan Stanley June 2007 - March 2011
Merrill Lynch June 1989 - March 2004
Education
The George Washington University 1985 — 1989
BA, Finance
Conventus Capital LLC September 2011 - Present
Morgan Stanley June 2007 - March 2011
Merrill Lynch June 1989 - March 2004
Education
The George Washington University 1985 — 1989
BA, Finance
Christopher Waskom's Morgan Stanley Experience June 2011 - August 2011
Job Associate at Paulson & Co.
Industry Investment Management
Experience
Paulson & Co. April 2013 - Present
iStar Financial July 2012 - April 2013
Morgan Stanley June 2011 - August 2011
The JBG Companies June 2010 - August 2010
Lapides Asset Management June 2007 - December 2009
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science (BS), Finance, Real Estate
Phillips Academy
The Hong Kong University of Science and Technology
Paulson & Co. April 2013 - Present
iStar Financial July 2012 - April 2013
Morgan Stanley June 2011 - August 2011
The JBG Companies June 2010 - August 2010
Lapides Asset Management June 2007 - December 2009
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science (BS), Finance, Real Estate
Phillips Academy
The Hong Kong University of Science and Technology
William Vanderzant's Morgan Stanley Experience July 2009 - September 2012
Job Operations Analyst at Promontory Interfinancial Network
Industry Financial Services
Experience
Promontory Interfinancial Network September 2014 - Present
US Department of Homeland Security May 2013 - August 2013
Morgan Stanley July 2009 - September 2012
Vanderbilt University August 2007 - May 2009
Aon Benfield June 2008 - August 2008
Edward Jones July 2007 - August 2007
Skills
Bloomberg, PowerPoint, Public Speaking, Accounting, Financial Analysis, Financial Statement..., Microsoft Excel, Microsoft Word, Writing, Budgets, Presentations, Economics, Alternative Analysis, Research
Education
The George Washington University 2013 — 2015
Master of Arts (MA), National Security Policy Studies
Vanderbilt University 2005 — 2009
BA, Economics, 3.6 / 4.0
Promontory Interfinancial Network September 2014 - Present
US Department of Homeland Security May 2013 - August 2013
Morgan Stanley July 2009 - September 2012
Vanderbilt University August 2007 - May 2009
Aon Benfield June 2008 - August 2008
Edward Jones July 2007 - August 2007
Skills
Bloomberg, PowerPoint, Public Speaking, Accounting, Financial Analysis, Financial Statement..., Microsoft Excel, Microsoft Word, Writing, Budgets, Presentations, Economics, Alternative Analysis, Research
Education
The George Washington University 2013 — 2015
Master of Arts (MA), National Security Policy Studies
Vanderbilt University 2005 — 2009
BA, Economics, 3.6 / 4.0
Eric Dennett's Morgan Stanley Experience September 2005 - February 2013
Job Vice President, Wealth and Investment Management at Barclays
Industry Financial Services
Experience
Barclays Wealth and Investment Management February 2013 - Present
Morgan Stanley September 2005 - February 2013
Smith Barney May 2003 - September 2005
Skills
Equities, Series 7, Capital Markets, Wealth Management, Fixed Income, Derivatives, Investment Banking, Portfolio Management, Financial Modeling, Investments, Valuation, Hedge Funds, Bloomberg, Alternative Investments, Asset Management
Education
The George Washington University 1999 — 2003
Finance
Barclays Wealth and Investment Management February 2013 - Present
Morgan Stanley September 2005 - February 2013
Smith Barney May 2003 - September 2005
Skills
Equities, Series 7, Capital Markets, Wealth Management, Fixed Income, Derivatives, Investment Banking, Portfolio Management, Financial Modeling, Investments, Valuation, Hedge Funds, Bloomberg, Alternative Investments, Asset Management
Education
The George Washington University 1999 — 2003
Finance
Debra Crovicz's Morgan Stanley Experience May 2007 - January 2012
Job Senior Vice President at Chilton Trust
Industry Financial Services
Experience
Chilton Trust January 2012 - Present
Morgan Stanley May 2007 - January 2012
Brown Brothers Harriman September 1997 - May 2007
Skills
Asset Managment, Securities, Fixed Income
Education
The George Washington University
Bachelor of Science, International Marketing
Chilton Trust January 2012 - Present
Morgan Stanley May 2007 - January 2012
Brown Brothers Harriman September 1997 - May 2007
Skills
Asset Managment, Securities, Fixed Income
Education
The George Washington University
Bachelor of Science, International Marketing
Matthew Navarro's Morgan Stanley Experience May 2010 - August 2012
Job Experienced Healthcare Investment Banker
Industry Financial Services
Experience
Morgan Stanley May 2010 - August 2012
Barclays Capital August 2009 - April 2010
Education
University of North Carolina at Chapel Hill 2005 — 2009
Juris Doctor & Masters of Business Administration
The George Washington University 1999 — 2003
Bachelor of Business Administration, Finance
Morgan Stanley May 2010 - August 2012
Barclays Capital August 2009 - April 2010
Education
University of North Carolina at Chapel Hill 2005 — 2009
Juris Doctor & Masters of Business Administration
The George Washington University 1999 — 2003
Bachelor of Business Administration, Finance
Frank Zaremba's Morgan Stanley Experience December 2001 - Present
Job Voice Technical Lead Engineer at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley December 2001 - Present
Avaya 1990 - 2001
Skills
Vendor Management, Unified Communications, ITIL, Network Architecture, Network Design, Wireless, MPLS, Product Management, Software Documentation, Photoshop, Photography, Digital Photography, Lightroom, Teaching, Event Photography, Fine Art Photography, Travel Photography
Education
Lawrence Institute Technology
The George Washington University
Morgan Stanley December 2001 - Present
Avaya 1990 - 2001
Skills
Vendor Management, Unified Communications, ITIL, Network Architecture, Network Design, Wireless, MPLS, Product Management, Software Documentation, Photoshop, Photography, Digital Photography, Lightroom, Teaching, Event Photography, Fine Art Photography, Travel Photography
Education
Lawrence Institute Technology
The George Washington University
Elizabeth Valvano's Morgan Stanley Experience August 2012 - March 2014
Job Vice President at Credit Suisse
Industry Banking
Experience
Credit Suisse March 2014 - Present
Morgan Stanley August 2012 - March 2014
Credit Suisse February 2008 - August 2012
WaMu Capital Corp November 2006 - January 2008
Skills
Capital Markets, Securitization, Securities
Education
The George Washington University 1999 — 2003
Bachelor of Arts (B.A.), Criminal Justice and Political Science
Credit Suisse March 2014 - Present
Morgan Stanley August 2012 - March 2014
Credit Suisse February 2008 - August 2012
WaMu Capital Corp November 2006 - January 2008
Skills
Capital Markets, Securitization, Securities
Education
The George Washington University 1999 — 2003
Bachelor of Arts (B.A.), Criminal Justice and Political Science
Miguel G. Osio, Jr.'s Morgan Stanley Experience June 2011 - August 2011
Job Global Business Development Analyst at Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates
Industry Market Research
Experience
Skadden, Arps, Slate, Meagher & Flom LLP and Affiliates August 2015 - Present
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates June 2013 - Present
Competitor Group Falconhead Capital Partnership June 2012 - August 2012
Morgan Stanley June 2011 - August 2011
Skills
Spanish, French, German, Statistics, Market Research, Marketing Strategy, Social Media Marketing, Web Development, Customer Service, Mergers & Acquisitions, Legal Compliance, Legal Translation, Corporate Finance, Corporate Law, Pro Bono, Legal Research, Spanish Translation, Legal Documents
Education
The George Washington University 2009 — 2013
Bachelor's degree, International Relations and Affairs
Westminster School 2006 — 2009
High School Diploma
The Buckley School
Skadden, Arps, Slate, Meagher & Flom LLP and Affiliates August 2015 - Present
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates June 2013 - Present
Competitor Group Falconhead Capital Partnership June 2012 - August 2012
Morgan Stanley June 2011 - August 2011
Skills
Spanish, French, German, Statistics, Market Research, Marketing Strategy, Social Media Marketing, Web Development, Customer Service, Mergers & Acquisitions, Legal Compliance, Legal Translation, Corporate Finance, Corporate Law, Pro Bono, Legal Research, Spanish Translation, Legal Documents
Education
The George Washington University 2009 — 2013
Bachelor's degree, International Relations and Affairs
Westminster School 2006 — 2009
High School Diploma
The Buckley School
Sean Kemple's Morgan Stanley Experience January 2001 - August 2005
Job Program Manager at US Department of the Treasury
Industry Financial Services
Experience
US Department of the Treasury August 2005 - Present
Morgan Stanley January 2001 - August 2005
Morgan Stanley June 1998 - September 2000
Morgan Stanley June 1996 - June 1998
Morgan Stanley March 1994 - May 1996
Skills
Banking, Investment Banking, trading, Debit Cards, PMP, Project Management, Federal Government, Navy, Credit Cards, Analysis, Finance, Governance, Government, Leadership, Management, PMO, Payments, Policy Analysis, Program Management, Project Portfolio..., Business Analysis, Risk Management, Process Improvement, Strategic Planning
Education
Project Management Institute 2009 — 2009
PMP
The George Washington University 2009 — 2009
Master’s Certificate in Project Management
College of William & Mary 2002 — 2004
Master of Business Administration (M.B.A.)
Vanderbilt University
English
Delbarton
Mountview Road Elementary
Whippany Park
Whippany Park
Whippany Park
Whippany Park
US Department of the Treasury August 2005 - Present
Morgan Stanley January 2001 - August 2005
Morgan Stanley June 1998 - September 2000
Morgan Stanley June 1996 - June 1998
Morgan Stanley March 1994 - May 1996
Skills
Banking, Investment Banking, trading, Debit Cards, PMP, Project Management, Federal Government, Navy, Credit Cards, Analysis, Finance, Governance, Government, Leadership, Management, PMO, Payments, Policy Analysis, Program Management, Project Portfolio..., Business Analysis, Risk Management, Process Improvement, Strategic Planning
Education
Project Management Institute 2009 — 2009
PMP
The George Washington University 2009 — 2009
Master’s Certificate in Project Management
College of William & Mary 2002 — 2004
Master of Business Administration (M.B.A.)
Vanderbilt University
English
Delbarton
Mountview Road Elementary
Whippany Park
Whippany Park
Whippany Park
Whippany Park
Cody WU's Morgan Stanley Experience August 2015 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
Morgan Stanley January 2012 - Present
Morgan Stanley October 2010 - January 2012
Morgan Stanley October 2005 - October 2010
Intel Corporation September 2005 - October 2007
Skills
C++, Electronic Trading..., Algorithmic Trading, Assembly Language, Perl, Python, KDB+, Sybase, Linux Shell Scripts, Linux Kernel, Java, Multithreading, Cryptography, Network Security, Lua, SQL, R, Low Latency Trading, Kernel Drivers, Statistics
Education
The Hong Kong University of Science and Technology 2003 — 2005
Master of Philosophy (MPhil), Computer Networks
Morgan Stanley August 2015 - Present
Morgan Stanley January 2012 - Present
Morgan Stanley October 2010 - January 2012
Morgan Stanley October 2005 - October 2010
Intel Corporation September 2005 - October 2007
Skills
C++, Electronic Trading..., Algorithmic Trading, Assembly Language, Perl, Python, KDB+, Sybase, Linux Shell Scripts, Linux Kernel, Java, Multithreading, Cryptography, Network Security, Lua, SQL, R, Low Latency Trading, Kernel Drivers, Statistics
Education
The Hong Kong University of Science and Technology 2003 — 2005
Master of Philosophy (MPhil), Computer Networks
Daniel Maltz's Morgan Stanley Experience May 2014 - August 2014
Job Student at The George Washington University
Industry Marketing and Advertising
Experience
Morgan Stanley May 2014 - August 2014
Skills
Leadership, Statistics, Economics, Calculus, Creative, Organized
Education
The George Washington University 2014 — 2018
Marketing
The George Washington University - School of Business 2014 — 2018
Marketing
Morgan Stanley May 2014 - August 2014
Skills
Leadership, Statistics, Economics, Calculus, Creative, Organized
Education
The George Washington University 2014 — 2018
Marketing
The George Washington University - School of Business 2014 — 2018
Marketing
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS