Morgan Stanley
Industry: Investment banking company
DescriptionMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. Headquarters: New York City, New York, United States CEO: James P. Gorman (Jan 1, 2010–) Revenue: 37.94 billion USD (2017) Subsidiaries: Discover Financial Services, Did you know: Morgan Stanley is the sixth-largest bank in the US by total assets ($875 B). wikipedia.org
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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
Ethan Trepepi Ethan Trepepi's Morgan Stanley Experience October 1999 - October 2002
Job Financial Analyst at HCA
Industry Hospital & Health Care
Experience
HCA July 2010 - Present
HCA April 2007 - July 2010
HCA April 2006 - April 2007
Morgan Stanley October 1999 - October 2002
CNA Insurance September 1995 - August 1999
Skills
Variance Analysis, Accounting, Analysis, Financial Analysis, Accruals, Budgeting, Business Objects, Data Analysis, Decision Support, Essbase, Excel, Monthly Reporting, Personal Finance
Education
The Master's College 2006 — 2010
Bachelor of Arts (BA), Organizational Management
HCA July 2010 - Present
HCA April 2007 - July 2010
HCA April 2006 - April 2007
Morgan Stanley October 1999 - October 2002
CNA Insurance September 1995 - August 1999
Skills
Variance Analysis, Accounting, Analysis, Financial Analysis, Accruals, Budgeting, Business Objects, Data Analysis, Decision Support, Essbase, Excel, Monthly Reporting, Personal Finance
Education
The Master's College 2006 — 2010
Bachelor of Arts (BA), Organizational Management
Asad Malik Asad Malik's Morgan Stanley Experience October 2013 - December 2013
Job Analyst, Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs August 2015 - Present
Towers Watson June 2014 - September 2014
LSE Finance Society February 2013 - July 2014
Schroders September 2013 - June 2014
Morgan Stanley October 2013 - December 2013
Credit Suisse May 2013 - October 2013
HBL - Habib Bank Limited July 2013 - August 2013
Towers Watson April 2013 - April 2013
Alumni Networking Reception LSE Finance Society November 2012 - February 2013
Emirates NBD June 2012 - August 2012
Skills
Economics, Due Diligence, Investments, Fixed Income, Financial Risk, Business Development, Corporate Finance, Valuation, Data Analysis, Investment Banking, Macroeconomics, Emerging Markets, Financial Analysis, Wealth Management, Bloomberg, Business Strategy
Education
London School of Economics and Political Science 2012 — 2015
BSc, Mathematics and Economics, 1st Class Honours with Distinction in LSE100
Deira International School 2006 — 2012
International Baccalaureate Diploma Program (IBDP), 41/45
Aitchison College 2004 — 2005
E1- F1, Straight As.
Goldman Sachs August 2015 - Present
Towers Watson June 2014 - September 2014
LSE Finance Society February 2013 - July 2014
Schroders September 2013 - June 2014
Morgan Stanley October 2013 - December 2013
Credit Suisse May 2013 - October 2013
HBL - Habib Bank Limited July 2013 - August 2013
Towers Watson April 2013 - April 2013
Alumni Networking Reception LSE Finance Society November 2012 - February 2013
Emirates NBD June 2012 - August 2012
Skills
Economics, Due Diligence, Investments, Fixed Income, Financial Risk, Business Development, Corporate Finance, Valuation, Data Analysis, Investment Banking, Macroeconomics, Emerging Markets, Financial Analysis, Wealth Management, Bloomberg, Business Strategy
Education
London School of Economics and Political Science 2012 — 2015
BSc, Mathematics and Economics, 1st Class Honours with Distinction in LSE100
Deira International School 2006 — 2012
International Baccalaureate Diploma Program (IBDP), 41/45
Aitchison College 2004 — 2005
E1- F1, Straight As.
Mark McCall Mark McCall's Morgan Stanley Experience 1985 - 1988
Job Chief Financial Officer at Global Lending Services LLC
Industry Financial Services
Experience
Global Lending Services LLC March 2012 - Present
SunTrust Robinson Humphrey 2008 - 2012
Wachovia Securities 1999 - 2008
Banc of America Securities 1996 - 1999
Lehman Brothers 1994 - 1996
Deloitte & Touche Management Consulting 1991 - 1994
Morgan Stanley 1985 - 1988
Skills
Investment Banking, Finance, Management, Securitization, Financial Services, Banking, Strategic Planning, Corporate Finance, Structured Finance
Education
Darden Graduate School of Business Administration
Masters of Business Administration (MBA)
London School of Economics and Political Science
Economics
University of North Carolina at Chapel Hill
BA, Economics
Global Lending Services LLC March 2012 - Present
SunTrust Robinson Humphrey 2008 - 2012
Wachovia Securities 1999 - 2008
Banc of America Securities 1996 - 1999
Lehman Brothers 1994 - 1996
Deloitte & Touche Management Consulting 1991 - 1994
Morgan Stanley 1985 - 1988
Skills
Investment Banking, Finance, Management, Securitization, Financial Services, Banking, Strategic Planning, Corporate Finance, Structured Finance
Education
Darden Graduate School of Business Administration
Masters of Business Administration (MBA)
London School of Economics and Political Science
Economics
University of North Carolina at Chapel Hill
BA, Economics
Alexander Kelley Alexander Kelley's Morgan Stanley Experience September 2010 - December 2010
Job Investment Professional at K1 Investment Management
Industry Venture Capital & Private Equity
Experience
K1 Investment Management September 2014 - Present
Wilshire Associates July 2012 - August 2014
CalPERS March 2012 - July 2012
Morgan Stanley September 2010 - December 2010
Skills
Investments, Financial Markets, Asset Allocation, Valuation, Financial Modeling, Financial Analysis, Microsoft Office, Bloomberg, Fixed Income, Alternative Investments, Portfolio Management, Wealth Management, Hedge Funds, Equities, Value Investing, Commodities, Investment Manager..., Master Limited..., Real Asset Investing, Asset Management, Mutual Funds, LBO Modeling, Investment Management
Education
University of California, Davis
B.S. Managerial Economics, 3.9/4.0 GPA
London School of Economics and Political Science
Finance (Summer Abroad), 4.0
Wall Street Prep - Financial Modeling Boot Camp 2013 — 2013
K1 Investment Management September 2014 - Present
Wilshire Associates July 2012 - August 2014
CalPERS March 2012 - July 2012
Morgan Stanley September 2010 - December 2010
Skills
Investments, Financial Markets, Asset Allocation, Valuation, Financial Modeling, Financial Analysis, Microsoft Office, Bloomberg, Fixed Income, Alternative Investments, Portfolio Management, Wealth Management, Hedge Funds, Equities, Value Investing, Commodities, Investment Manager..., Master Limited..., Real Asset Investing, Asset Management, Mutual Funds, LBO Modeling, Investment Management
Education
University of California, Davis
B.S. Managerial Economics, 3.9/4.0 GPA
London School of Economics and Political Science
Finance (Summer Abroad), 4.0
Wall Street Prep - Financial Modeling Boot Camp 2013 — 2013
Tyler Zara Tyler Zara's Morgan Stanley Experience June 2008 - August 2008
Job MBA Candidate at University of Virginia Darden School of Business
Industry Management Consulting
Experience
The Boston Consulting Group June 2014 - August 2014
Dahlman Rose & Co. June 2012 - April 2013
Dahlman Rose & Co. June 2009 - June 2012
Morgan Stanley June 2008 - August 2008
Bear Stearns June 2007 - August 2007
Skills
Mining, Bloomberg, Equity Research, Valuation, Financial Modeling, Hedge Funds, Capital Markets, Equities, Investment Banking, Private Equity, Fixed Income, Corporate Finance, Series 7, Emerging Markets, Alternative Investments
Education
University of Virginia - Darden Graduate School of Business Administration 2013 — 2015
Master of Business Administration (M.B.A.)
Williams College 2005 — 2009
BS, Political Economy
London School of Economics and Political Science 2006 — 2006
Summer, Corporate Finance
The Boston Consulting Group June 2014 - August 2014
Dahlman Rose & Co. June 2012 - April 2013
Dahlman Rose & Co. June 2009 - June 2012
Morgan Stanley June 2008 - August 2008
Bear Stearns June 2007 - August 2007
Skills
Mining, Bloomberg, Equity Research, Valuation, Financial Modeling, Hedge Funds, Capital Markets, Equities, Investment Banking, Private Equity, Fixed Income, Corporate Finance, Series 7, Emerging Markets, Alternative Investments
Education
University of Virginia - Darden Graduate School of Business Administration 2013 — 2015
Master of Business Administration (M.B.A.)
Williams College 2005 — 2009
BS, Political Economy
London School of Economics and Political Science 2006 — 2006
Summer, Corporate Finance
Xiangtian Aaron Kong Xiangtian Aaron Kong's Morgan Stanley Experience September 2011 - January 2012
Job TESOL at Vietnam USA Society English Centers (VUS)
Industry Higher Education
Experience
Vietnam USA Society English Centers (VUS) August 2015 - Present
LanguageCorps July 2015 - August 2015
Discover Financial Services July 2014 - February 2015
Morgan Stanley September 2011 - January 2012
Skill Capped January 2010 - December 2010
Skills
Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel
Education
The Ohio State University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Vietnam USA Society English Centers (VUS) August 2015 - Present
LanguageCorps July 2015 - August 2015
Discover Financial Services July 2014 - February 2015
Morgan Stanley September 2011 - January 2012
Skill Capped January 2010 - December 2010
Skills
Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel
Education
The Ohio State University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Catharina Luebke-Detring's Morgan Stanley Experience July 2008 - November 2010
Job
Industry
Experience
NYU Stern School of Business August 2012 - Present
McKinsey & Company June 2013 - August 2013
Bünting Group April 2012 - June 2012
IvyConnect January 2011 - April 2011
Morgan Stanley July 2008 - November 2010
Skills
Economics, Investment Banking, Financial Modeling, Bloomberg, Capital Markets, Business Strategy
Education
London School of Economics and Political Science 2005 — 2008
Bachelor of Science (BSc), Management
NYU Stern School of Business August 2012 - Present
McKinsey & Company June 2013 - August 2013
Bünting Group April 2012 - June 2012
IvyConnect January 2011 - April 2011
Morgan Stanley July 2008 - November 2010
Skills
Economics, Investment Banking, Financial Modeling, Bloomberg, Capital Markets, Business Strategy
Education
London School of Economics and Political Science 2005 — 2008
Bachelor of Science (BSc), Management
Nick Condos's Morgan Stanley Experience February 2012 - January 2013
Job Social Media and Marketing Professional
Industry Public Relations and Communications
Experience
Culture Industries 2012 - Present
FINOfile January 2013 - January 2015
Morgan Stanley February 2012 - January 2013
102.1 KPRi & KPRiFM.com January 2011 - December 2011
Skills
Social Media, Creative Direction, Advertising, Communication, Editorial, Fashion, Interior Design, Photography, Styling, Facebook, Instagram, Marketing, Branding, Real Estate
Education
The New School 2013 — 2015
Liberal Arts, Communication and Media Studies
The New School
Bachelor of Arts (B.A.)
Culture Industries 2012 - Present
FINOfile January 2013 - January 2015
Morgan Stanley February 2012 - January 2013
102.1 KPRi & KPRiFM.com January 2011 - December 2011
Skills
Social Media, Creative Direction, Advertising, Communication, Editorial, Fashion, Interior Design, Photography, Styling, Facebook, Instagram, Marketing, Branding, Real Estate
Education
The New School 2013 — 2015
Liberal Arts, Communication and Media Studies
The New School
Bachelor of Arts (B.A.)
Chloe Hull Chloe Hull's Morgan Stanley Experience March 2013 - July 2013
Job Management Consultant at PwC
Industry
Experience
PwC August 2015 - Present
UC Davis Managerial Economics September 2014 - June 2015
UC Davis Womens Club Lacrosse 2013 - June 2015
PwC June 2014 - August 2014
Morgan Stanley March 2013 - July 2013
Elite Biomedical July 2012 - August 2012
Contra Costa County District Attorney June 2011 - August 2011
Campolindo High School Newspaper August 2007 - June 2011
ESPN July 2010 - March 2011
Donahue Gallagher Woods LLP June 2010 - July 2010
Skills
Blogging, Editing, Customer Service, Photoshop, Microsoft Office, Academic Advising, Microsoft Excel, Leadership, Research
Education
UC Davis 2011 — 2015
B.S., Managerial Economics
The London School of Economics and Political Science (LSE) 2013 — 2013
Summer School Session, Corporate and Organizational Strategy
Campolindo High School 2007 — 2011
PwC August 2015 - Present
UC Davis Managerial Economics September 2014 - June 2015
UC Davis Womens Club Lacrosse 2013 - June 2015
PwC June 2014 - August 2014
Morgan Stanley March 2013 - July 2013
Elite Biomedical July 2012 - August 2012
Contra Costa County District Attorney June 2011 - August 2011
Campolindo High School Newspaper August 2007 - June 2011
ESPN July 2010 - March 2011
Donahue Gallagher Woods LLP June 2010 - July 2010
Skills
Blogging, Editing, Customer Service, Photoshop, Microsoft Office, Academic Advising, Microsoft Excel, Leadership, Research
Education
UC Davis 2011 — 2015
B.S., Managerial Economics
The London School of Economics and Political Science (LSE) 2013 — 2013
Summer School Session, Corporate and Organizational Strategy
Campolindo High School 2007 — 2011
Ricardo Saias Ricardo Saias's Morgan Stanley Experience August 2011 - March 2014
Job Portfolio Manager at CV Advisors LLC
Industry Financial Services
Experience
CV Advisors LLC March 2014 - Present
Morgan Stanley August 2011 - March 2014
Morgan Stanley July 2010 - August 2010
BNP Paribas January 2008 - May 2009
BNP Paribas September 2005 - January 2008
C.S.C.D. Hebraica September 2000 - December 2005
BNP Paribas Investment Services LLC July 2004 - August 2004
Skills
Fixed Income, Portfolio Management, Capital Markets, Financial Modeling, Emerging Markets, Derivatives, Bonds, Investment Banking, Finance, Competitive Analysis, Investments, Banking, Trading, Analysis, Credit, Valuation, Corporate Finance, Leadership, Asset Management, Forecasting, Budgets, Asset Managment
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Specializations in Financial Instruments & Markets, Law & Business, and Entrepreneurship & Innovati
Universidad Metropolitana (VE) 2000 — 2005
BS, Bachelor of Science in Systems Engineering with Distinction in Managerial Consulting
London School of Economics and Political Science 2002 — 2002
Course, Full-time Course in Management & Entrepreneurship
CV Advisors LLC March 2014 - Present
Morgan Stanley August 2011 - March 2014
Morgan Stanley July 2010 - August 2010
BNP Paribas January 2008 - May 2009
BNP Paribas September 2005 - January 2008
C.S.C.D. Hebraica September 2000 - December 2005
BNP Paribas Investment Services LLC July 2004 - August 2004
Skills
Fixed Income, Portfolio Management, Capital Markets, Financial Modeling, Emerging Markets, Derivatives, Bonds, Investment Banking, Finance, Competitive Analysis, Investments, Banking, Trading, Analysis, Credit, Valuation, Corporate Finance, Leadership, Asset Management, Forecasting, Budgets, Asset Managment
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Specializations in Financial Instruments & Markets, Law & Business, and Entrepreneurship & Innovati
Universidad Metropolitana (VE) 2000 — 2005
BS, Bachelor of Science in Systems Engineering with Distinction in Managerial Consulting
London School of Economics and Political Science 2002 — 2002
Course, Full-time Course in Management & Entrepreneurship
Bethea Patterson Bethea Patterson's Morgan Stanley Experience June 2011 - August 2011
Job Assurance Senior Associate at PricewaterhouseCoopers LLP, CPA
Industry Accounting
Experience
PwC September 2013 - Present
PwC January 2013 - March 2013
Morgan Stanley June 2011 - August 2011
Education
Vanderbilt University - Owen Graduate School of Management 2012 — 2013
Master of Accountancy, Accounting
Vanderbilt University 2008 — 2012
Bachelor of Arts (B.A.), Economics
Danish Institute of Study Abroad
London School of Economics and Political Science
Intermediate Macroeconomics
PwC September 2013 - Present
PwC January 2013 - March 2013
Morgan Stanley June 2011 - August 2011
Education
Vanderbilt University - Owen Graduate School of Management 2012 — 2013
Master of Accountancy, Accounting
Vanderbilt University 2008 — 2012
Bachelor of Arts (B.A.), Economics
Danish Institute of Study Abroad
London School of Economics and Political Science
Intermediate Macroeconomics
Sofia Viskin Sofia Viskin's Morgan Stanley Experience January 2010 - August 2012
Job Planning Manager at One Kings Lane
Industry Internet
Experience
One Kings Lane October 2014 - Present
One Kings Lane June 2013 - Present
Morgan Stanley Private Wealth Management August 2012 - May 2013
Morgan Stanley January 2010 - August 2012
Skills
Bloomberg, Investment Banking, Financial Modeling, Fixed Income, Valuation, Corporate Finance, DCF, Series 7, Portfolio Management, Equities, Microsoft Excel, Financial Analysis, IPO, M&A Modeling, Data Analysis, Economics, Analysis, Mergers & Acquisitions
Education
Centro de Investigación y Docencia Económicas, A.C. 2005 — 2009
Bachelor's degree, Economics
London School of Economics and Political Science 2007 — 2007
Summer Program, International Economics
Liceo Franco Mexicano 1991 — 2004
Baccalauréat S
One Kings Lane October 2014 - Present
One Kings Lane June 2013 - Present
Morgan Stanley Private Wealth Management August 2012 - May 2013
Morgan Stanley January 2010 - August 2012
Skills
Bloomberg, Investment Banking, Financial Modeling, Fixed Income, Valuation, Corporate Finance, DCF, Series 7, Portfolio Management, Equities, Microsoft Excel, Financial Analysis, IPO, M&A Modeling, Data Analysis, Economics, Analysis, Mergers & Acquisitions
Education
Centro de Investigación y Docencia Económicas, A.C. 2005 — 2009
Bachelor's degree, Economics
London School of Economics and Political Science 2007 — 2007
Summer Program, International Economics
Liceo Franco Mexicano 1991 — 2004
Baccalauréat S
George Barsness George Barsness's Morgan Stanley Experience 2009 - 2009
Job Associate at The Carlyle Group
Industry Investment Banking
Experience
The Carlyle Group May 2015 - Present
Houlihan Lokey 2013 - 2015
M&T Bank 2010 - 2013
Morgan Stanley 2009 - 2009
Skills
Financial Modeling, Financial Analysis, Investments, Financial Reporting, Corporate Finance, Valuation, Investment Banking, Capital Markets, Private Equity, Equities, Due Diligence, LBO, Business Valuation, Mergers & Acquisitions, DCF
Education
Washington and Lee University 2006 — 2010
BS, Business Administration
The London School of Economics and Political Science (LSE) 2008 — 2008
Summer Program
The Potomac School
The Carlyle Group May 2015 - Present
Houlihan Lokey 2013 - 2015
M&T Bank 2010 - 2013
Morgan Stanley 2009 - 2009
Skills
Financial Modeling, Financial Analysis, Investments, Financial Reporting, Corporate Finance, Valuation, Investment Banking, Capital Markets, Private Equity, Equities, Due Diligence, LBO, Business Valuation, Mergers & Acquisitions, DCF
Education
Washington and Lee University 2006 — 2010
BS, Business Administration
The London School of Economics and Political Science (LSE) 2008 — 2008
Summer Program
The Potomac School
Corinne Winkler Corinne Winkler's Morgan Stanley Experience February 2012 - October 2012
Job Pep Promotions
Industry Marketing and Advertising
Experience
Pep Promotions- Kraft Foods June 2014 - Present
Carpenter, Lipps & Leland LLP January 2013 - June 2014
Morgan Stanley February 2012 - October 2012
Skills
Politics, Legislative Relations, Public Policy, Legal Research, Legislation, Marketing Communications, Strategic Communications, Market Research, Research, Strategy, Leadership, Fundraising
Education
The Ohio State University 2007 — 2011
Bachelor of Arts (B.A.), Strategic Communication
Pep Promotions- Kraft Foods June 2014 - Present
Carpenter, Lipps & Leland LLP January 2013 - June 2014
Morgan Stanley February 2012 - October 2012
Skills
Politics, Legislative Relations, Public Policy, Legal Research, Legislation, Marketing Communications, Strategic Communications, Market Research, Research, Strategy, Leadership, Fundraising
Education
The Ohio State University 2007 — 2011
Bachelor of Arts (B.A.), Strategic Communication
Katy Lefkof's Morgan Stanley Experience December 2014 - Present
Job Treasury Capital Markets Senior Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 2014 - Present
Morgan Stanley April 2013 - December 2014
Morgan Stanley June 2011 - April 2013
Johns Hopkins University August 2010 - May 2011
Morgan Stanley June 2010 - August 2010
Competitive Enterprise Institute September 2009 - December 2009
Skills
Statistics, Policy Analysis
Education
The Johns Hopkins University 2007 — 2011
Bachelor of Arts in Economics, Minor: Applied Mathematics/Statistics
The London School of Economics and Political Science (LSE) 2009 — 2009
International Political Economy and Management
Morgan Stanley December 2014 - Present
Morgan Stanley April 2013 - December 2014
Morgan Stanley June 2011 - April 2013
Johns Hopkins University August 2010 - May 2011
Morgan Stanley June 2010 - August 2010
Competitive Enterprise Institute September 2009 - December 2009
Skills
Statistics, Policy Analysis
Education
The Johns Hopkins University 2007 — 2011
Bachelor of Arts in Economics, Minor: Applied Mathematics/Statistics
The London School of Economics and Political Science (LSE) 2009 — 2009
International Political Economy and Management
Chida Nachiappan Chida Nachiappan's Morgan Stanley Experience July 2007 - Present
Job Vice President, EM FX Options Trading
Industry Investment Banking
Experience
Morgan Stanley July 2007 - Present
UBS June 2006 - September 2006
JPMorgan Chase June 2005 - September 2005
Skills
Trading, FX Options, Volatility, Fixed Income, Options, Derivatives, Bloomberg, Investment Banking, Capital Markets, Hedge Funds, Financial Modeling, Financial Markets, Portfolio Management, Trading Systems, Emerging Markets, Equities
Education
London School of Economics and Political Science 2004 — 2007
BSC, Economics
Latymer Upper School 1997 — 2004
Morgan Stanley July 2007 - Present
UBS June 2006 - September 2006
JPMorgan Chase June 2005 - September 2005
Skills
Trading, FX Options, Volatility, Fixed Income, Options, Derivatives, Bloomberg, Investment Banking, Capital Markets, Hedge Funds, Financial Modeling, Financial Markets, Portfolio Management, Trading Systems, Emerging Markets, Equities
Education
London School of Economics and Political Science 2004 — 2007
BSC, Economics
Latymer Upper School 1997 — 2004
C.B. Ciullo C.B. Ciullo's Morgan Stanley Experience 2008 - Present
Job Equity Sales at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2008 - Present
Morgan Stanley 2006 - 2008
Merrill Lynch 2005 - 2006
Skills
Series 7, Series 63, Series 55, Equities, Investments, Hedge Funds, Capital Markets, Bloomberg, Equity Research, Fixed Income, Structured Products, Valuation
Education
Villanova University 2001 — 2005
BS, Accounting and Finance
The London School of Economics and Political Science (LSE) 2003 — 2003
Summer Program
Chaminade High School 1997 — 2001
Morgan Stanley 2008 - Present
Morgan Stanley 2006 - 2008
Merrill Lynch 2005 - 2006
Skills
Series 7, Series 63, Series 55, Equities, Investments, Hedge Funds, Capital Markets, Bloomberg, Equity Research, Fixed Income, Structured Products, Valuation
Education
Villanova University 2001 — 2005
BS, Accounting and Finance
The London School of Economics and Political Science (LSE) 2003 — 2003
Summer Program
Chaminade High School 1997 — 2001
Gary Gooderum ★★★★★ Gary Gooderum ★★★★★'s Morgan Stanley Experience 2010 - 2012
Job Managing Director, Investment Banking at Ascendiant Capital Markets, LLC
Industry Investment Banking
Experience
Ascendiant Capital Markets, LLC March 2015 - Present
The Gooderum Group January 2012 - Present
Morgan Stanley 2010 - 2012
Airspan Networks, Inc. 2001 - 2002
GlobeNet Communications, Inc. 1999 - 2001
Teklogix International, Inc. 1995 - 1998
California CNG, Inc. - Clean Energy for City Fleets 1992 - 1995
TRW Northrop Grumman July 1977 - July 1985
Skills
Private Wealth..., Growth Portfolios, Income Portfolios, Bonds, Stocks, Private Equity, Strategic Alternative..., Project Finance, Private Placements, Estate Mortgages, Mezzanine, Capital Raises, Loan Origination, Structured Finance, Joint Ventures, International..., Foreign National..., Family Office Private..., Technology Management, Medical Devices, Medical Technology, Affordable Energy..., Coal Biomass to Liquids..., Sustainable and..., CO2 Lifecycle Consultant, CEO, Board Advisor, Project Finance CBTL,..., Portfolio Management, Investments, Strategic Financial..., Wealth Management..., Finance, Strategy, Financial Modeling, Mergers & Acquisitions, Due Diligence, Venture Capital, Capital, IPO, Equities, Valuation, Financial Structuring, Commercial Real Estate, Investment Banking, Restructuring, Asset Management, Loans, Hedge Funds, Securities, Capital Markets
Education
UCLA Anderson School of Management 1982 — 1984
MBA, Finance
The Johns Hopkins University School of Medicine 1972 — 1973
MD PhD Coursework, Biomedical/Medical Engineering, Biochemistry, University Research
UCLA School of Engineering 1968 — 1972
Bachelor of Science (BS), Biomedical Engineering, Electrical Engineering
Ascendiant Capital Markets, LLC March 2015 - Present
The Gooderum Group January 2012 - Present
Morgan Stanley 2010 - 2012
Airspan Networks, Inc. 2001 - 2002
GlobeNet Communications, Inc. 1999 - 2001
Teklogix International, Inc. 1995 - 1998
California CNG, Inc. - Clean Energy for City Fleets 1992 - 1995
TRW Northrop Grumman July 1977 - July 1985
Skills
Private Wealth..., Growth Portfolios, Income Portfolios, Bonds, Stocks, Private Equity, Strategic Alternative..., Project Finance, Private Placements, Estate Mortgages, Mezzanine, Capital Raises, Loan Origination, Structured Finance, Joint Ventures, International..., Foreign National..., Family Office Private..., Technology Management, Medical Devices, Medical Technology, Affordable Energy..., Coal Biomass to Liquids..., Sustainable and..., CO2 Lifecycle Consultant, CEO, Board Advisor, Project Finance CBTL,..., Portfolio Management, Investments, Strategic Financial..., Wealth Management..., Finance, Strategy, Financial Modeling, Mergers & Acquisitions, Due Diligence, Venture Capital, Capital, IPO, Equities, Valuation, Financial Structuring, Commercial Real Estate, Investment Banking, Restructuring, Asset Management, Loans, Hedge Funds, Securities, Capital Markets
Education
UCLA Anderson School of Management 1982 — 1984
MBA, Finance
The Johns Hopkins University School of Medicine 1972 — 1973
MD PhD Coursework, Biomedical/Medical Engineering, Biochemistry, University Research
UCLA School of Engineering 1968 — 1972
Bachelor of Science (BS), Biomedical Engineering, Electrical Engineering
Doris Lo Doris Lo's Morgan Stanley Experience June 2015 - August 2015
Job Summer Associate, Investment Banking at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - August 2015
Tufts University Endowment July 2011 - July 2014
State Street Global Advisors July 2010 - August 2010
A Dozen Trees April 2009 - September 2009
Skills
Financial Modeling, Investments, Bloomberg, Private Equity, Hedge Funds, Due Diligence, Economics, Real Estate, Financial Analysis, Valuation, Salesforce.com, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance, Real Estate
Tufts University 2007 — 2011
B.S., Quantitative Economics; International Relations, cum laude
London School of Economics and Political Science 2009 — 2010
General Course; Finance
Lexington High School 2003 — 2007
Morgan Stanley June 2015 - August 2015
Tufts University Endowment July 2011 - July 2014
State Street Global Advisors July 2010 - August 2010
A Dozen Trees April 2009 - September 2009
Skills
Financial Modeling, Investments, Bloomberg, Private Equity, Hedge Funds, Due Diligence, Economics, Real Estate, Financial Analysis, Valuation, Salesforce.com, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance, Real Estate
Tufts University 2007 — 2011
B.S., Quantitative Economics; International Relations, cum laude
London School of Economics and Political Science 2009 — 2010
General Course; Finance
Lexington High School 2003 — 2007
David Pusar David Pusar's Morgan Stanley Experience June 2010 - August 2010
Job Sales and Trading Analyst at Citi
Industry Investment Banking
Experience
Citi June 2013 - Present
Barclays Investment Bank June 2012 - August 2012
Morgan Stanley June 2010 - August 2010
Skills
Investments, Portfolio Management, Trading, Analysis, Management, Bloomberg, Bloomberg Terminal, Valuation, Financial Analysis, Microsoft Excel
Education
Vanderbilt University 2009 — 2013
Bachelor of Mathematics, Mathematics, Financial Economics
London School of Economics and Political Science 2011 — 2011
Summer Course, Options, Futures, and Other Financial Derivatives
Citi June 2013 - Present
Barclays Investment Bank June 2012 - August 2012
Morgan Stanley June 2010 - August 2010
Skills
Investments, Portfolio Management, Trading, Analysis, Management, Bloomberg, Bloomberg Terminal, Valuation, Financial Analysis, Microsoft Excel
Education
Vanderbilt University 2009 — 2013
Bachelor of Mathematics, Mathematics, Financial Economics
London School of Economics and Political Science 2011 — 2011
Summer Course, Options, Futures, and Other Financial Derivatives
Andres C Perez Andres C Perez's Morgan Stanley Experience 1999 - 2006
Job Assoc. Portfolio Manager at AGF Management Limited
Industry Investment Management
Experience
AGF Management Limited 2013 - Present
UBS 2009 - 2012
Citadel LLC 2008 - 2008
Moon Capital 2006 - 2008
Morgan Stanley 1999 - 2006
BankBoston Asset Management Brazil Ltd 1995 - 1999
BancBoston Capital 1997 - 1997
Skills
Emerging Markets, Investment Management, Commodity Markets, Equities, Hedge Funds, Latin America, Portfolio Management, Portuguese, Risk Management, Equity Research, Metals, Mining, Investment Strategies, Natural Resources, Value Investing, Alternative Investments, Capital Markets
Education
Tufts University 1990 — 1994
BA, Economics
The London School of Economics and Political Science (LSE) 1992 — 1993
Economics
AGF Management Limited 2013 - Present
UBS 2009 - 2012
Citadel LLC 2008 - 2008
Moon Capital 2006 - 2008
Morgan Stanley 1999 - 2006
BankBoston Asset Management Brazil Ltd 1995 - 1999
BancBoston Capital 1997 - 1997
Skills
Emerging Markets, Investment Management, Commodity Markets, Equities, Hedge Funds, Latin America, Portfolio Management, Portuguese, Risk Management, Equity Research, Metals, Mining, Investment Strategies, Natural Resources, Value Investing, Alternative Investments, Capital Markets
Education
Tufts University 1990 — 1994
BA, Economics
The London School of Economics and Political Science (LSE) 1992 — 1993
Economics
Jenny Xia, FRM Jenny Xia, FRM's Morgan Stanley Experience October 2014 - Present
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2014 - Present
EXL August 2013 - October 2014
Applied Value July 2010 - July 2013
Skills
Analysis, Management Consulting, Project Planning, Purchasing, Strategy, Business Strategy, Economics, Corporate Finance, Financial Analysis, Valuation, Business Process..., Analytics, Mergers & Acquisitions
Education
London School of Economics and Political Science 2008 — 2009
MSc, Management and Regulation of Risk
London School of Economics and Political Science 2005 — 2008
BSc, Economics
Morgan Stanley October 2014 - Present
EXL August 2013 - October 2014
Applied Value July 2010 - July 2013
Skills
Analysis, Management Consulting, Project Planning, Purchasing, Strategy, Business Strategy, Economics, Corporate Finance, Financial Analysis, Valuation, Business Process..., Analytics, Mergers & Acquisitions
Education
London School of Economics and Political Science 2008 — 2009
MSc, Management and Regulation of Risk
London School of Economics and Political Science 2005 — 2008
BSc, Economics
Danielle Simaan-Fujioka Danielle Simaan-Fujioka's Morgan Stanley Experience July 1991 - October 1999
Job Financial Services Professional
Industry Financial Services
Experience
UBS Financial Services November 2013 - October 2014
PIMCO February 2011 - February 2012
Allianz Global Investors September 2007 - February 2011
Smith Barney September 2003 - August 2007
Putnam Investments November 1999 - November 2002
Morgan Stanley July 1991 - October 1999
Skills
Mutual Funds, Wealth Management, Series 7, Alternative Investments, Investments, Series 63, Financial Services, Asset Management, Asset Allocation, Equities, Fixed Income, Financial Operations, Risk Management, Relationship Management, PWM Branch Operations, Investment Strategies
Education
The King's College
Bachelor's Degree, BS, Business Administration & Economics
UBS Financial Services November 2013 - October 2014
PIMCO February 2011 - February 2012
Allianz Global Investors September 2007 - February 2011
Smith Barney September 2003 - August 2007
Putnam Investments November 1999 - November 2002
Morgan Stanley July 1991 - October 1999
Skills
Mutual Funds, Wealth Management, Series 7, Alternative Investments, Investments, Series 63, Financial Services, Asset Management, Asset Allocation, Equities, Fixed Income, Financial Operations, Risk Management, Relationship Management, PWM Branch Operations, Investment Strategies
Education
The King's College
Bachelor's Degree, BS, Business Administration & Economics
Joshua Coe Joshua Coe's Morgan Stanley Experience July 2007 - January 2009
Job Financial Advisor
Industry Financial Services
Experience
Coe Financial Consulting June 2008 - Present
Morgan Stanley July 2007 - January 2009
National City Bank June 2006 - August 2007
Ameriprise Financial Advisors June 2005 - July 2006
Skills
Strategic Planning, Small Business, Strategic Financial..., Insurance, Sales, Loans, Sales Management, Customer Service, Relationship Management, Banking, Finance, Mortgage Lending, Risk Management, Investments, Portfolio Management, Coaching, Business Planning, Small Business Lending, Employee Benefits, Leadership, Alternative Investments, Asset Allocation, Budgets, Credit, Financial Analysis, Management, Negotiation, Series 63, Series 7, Team Building
Education
The Ohio State University
BS, Family Financial Planning
Coe Financial Consulting June 2008 - Present
Morgan Stanley July 2007 - January 2009
National City Bank June 2006 - August 2007
Ameriprise Financial Advisors June 2005 - July 2006
Skills
Strategic Planning, Small Business, Strategic Financial..., Insurance, Sales, Loans, Sales Management, Customer Service, Relationship Management, Banking, Finance, Mortgage Lending, Risk Management, Investments, Portfolio Management, Coaching, Business Planning, Small Business Lending, Employee Benefits, Leadership, Alternative Investments, Asset Allocation, Budgets, Credit, Financial Analysis, Management, Negotiation, Series 63, Series 7, Team Building
Education
The Ohio State University
BS, Family Financial Planning
Julia Domaradzka Julia Domaradzka's Morgan Stanley Experience September 2009 - April 2011
Job Assistant Vice President, Risk Analysis Senior Specialist at Bank of America
Industry Financial Services
Experience
Canyon Capital Advisors July 2015 - Present
Bank of America October 2011 - May 2015
First New York Securities April 2011 - October 2011
Morgan Stanley September 2009 - April 2011
Bridgewater Associates July 2008 - March 2009
Credit Suisse May 2007 - July 2008
Skills
Market Risk, Financial Risk, Valuation, Portfolio Management, Fixed Income, Investments, Financial Modeling, Analytics, Trading
Education
University of Southern California 2003 — 2008
Dual BS/MS, Math/Econ and Mathematical Finance
The London School of Economics and Political Science (LSE) 2005 — 2006
General Course, Statistics
mira costa
Canyon Capital Advisors July 2015 - Present
Bank of America October 2011 - May 2015
First New York Securities April 2011 - October 2011
Morgan Stanley September 2009 - April 2011
Bridgewater Associates July 2008 - March 2009
Credit Suisse May 2007 - July 2008
Skills
Market Risk, Financial Risk, Valuation, Portfolio Management, Fixed Income, Investments, Financial Modeling, Analytics, Trading
Education
University of Southern California 2003 — 2008
Dual BS/MS, Math/Econ and Mathematical Finance
The London School of Economics and Political Science (LSE) 2005 — 2006
General Course, Statistics
mira costa
Joao Pedro Drechsler Joao Pedro Drechsler's Morgan Stanley Experience June 2015 - August 2015
Job Wealth Management Summer Analyst at Morgan Stanley
Industry
Experience
Amergent Capital March 2015 - Present
Morgan Stanley June 2015 - August 2015
Center for Language Study August 2014 - May 2015
Yale University February 2014 - September 2014
FALCONI Consultores de Resultado June 2014 - August 2014
Sicredi May 2013 - July 2013
Skills
Statistics, Leadership, Public Speaking, International Relations, Microsoft Office, Education Policy, Public Relations, Financial Analysis, Corporate Structure, International..., Financial Markets, Stata, Entrepreneurship
Education
Yale University 2012 — 2016
Bachelor of Arts (B.A.), Economics
London School of Economics and Political Science 2013 — 2013
Development in the International Political Economy
Pan American School of Porto Alegre 2009 — 2012
Dual High School Diploma (Brazil/United States)
Amergent Capital March 2015 - Present
Morgan Stanley June 2015 - August 2015
Center for Language Study August 2014 - May 2015
Yale University February 2014 - September 2014
FALCONI Consultores de Resultado June 2014 - August 2014
Sicredi May 2013 - July 2013
Skills
Statistics, Leadership, Public Speaking, International Relations, Microsoft Office, Education Policy, Public Relations, Financial Analysis, Corporate Structure, International..., Financial Markets, Stata, Entrepreneurship
Education
Yale University 2012 — 2016
Bachelor of Arts (B.A.), Economics
London School of Economics and Political Science 2013 — 2013
Development in the International Political Economy
Pan American School of Porto Alegre 2009 — 2012
Dual High School Diploma (Brazil/United States)
Angela Schmith Angela Schmith's Morgan Stanley Experience June 2014 - August 2014
Job Analyst at Goldman Sachs Asset Management Liberty Harbor
Industry Financial Services
Experience
Goldman Sachs Asset Management - Liberty Harbor July 2015 - Present
UNC Management Company June 2013 - May 2015
Morgan Stanley June 2014 - August 2014
Gather Digital August 2011 - June 2012
Skills
Data Analysis, Social Media, Microsoft Excel, PowerPoint, Microsoft Word, Bloomberg, Wordpress, Quantitative Analytics, FactSet
Education
University of North Carolina at Chapel Hill 2011 — 2015
B.S. Business Administration, B.A. Mathematics
London School of Economics and Political Science 2012 — 2012
Summer School Study Abroad
East Chapel Hill High School 2007 — 2011
Goldman Sachs Asset Management - Liberty Harbor July 2015 - Present
UNC Management Company June 2013 - May 2015
Morgan Stanley June 2014 - August 2014
Gather Digital August 2011 - June 2012
Skills
Data Analysis, Social Media, Microsoft Excel, PowerPoint, Microsoft Word, Bloomberg, Wordpress, Quantitative Analytics, FactSet
Education
University of North Carolina at Chapel Hill 2011 — 2015
B.S. Business Administration, B.A. Mathematics
London School of Economics and Political Science 2012 — 2012
Summer School Study Abroad
East Chapel Hill High School 2007 — 2011
Kelli Saperstein Anderson Kelli Saperstein Anderson's Morgan Stanley Experience May 2001 - August 2003
Job Director, Wealth Management at Telemus Capital
Industry Investment Management
Experience
Telemus Capital April 2015 - Present
Telemus Capital Partners December 2010 - Present
The Jablon Group June 2008 - December 2010
Schechter Wealth Strategies August 2003 - May 2008
Morgan Stanley May 2001 - August 2003
Skills
Asset Allocation, Fixed Income Analysis, Strategic Financial..., Portfolio Management, Investment Advisory, Life Insurance, Series 65, Fixed Income Portfolio..., Investment Policy..., Morningstar Direct, Advent, Bloomberg, Microsoft Excel, Bloomberg Terminal, Salesforce.com, Junxure, Estate Planning, Series 7, Fixed Income, Wealth, Finance, Financial Planning, Financial Advisory, Investment Management, Management, Wealth Management, Investments
Education
University of Michigan 1997 — 2001
BA, Economics and English
London School of Economics and Political Science 2000 — 2000
Summer Program, Economics
Telemus Capital April 2015 - Present
Telemus Capital Partners December 2010 - Present
The Jablon Group June 2008 - December 2010
Schechter Wealth Strategies August 2003 - May 2008
Morgan Stanley May 2001 - August 2003
Skills
Asset Allocation, Fixed Income Analysis, Strategic Financial..., Portfolio Management, Investment Advisory, Life Insurance, Series 65, Fixed Income Portfolio..., Investment Policy..., Morningstar Direct, Advent, Bloomberg, Microsoft Excel, Bloomberg Terminal, Salesforce.com, Junxure, Estate Planning, Series 7, Fixed Income, Wealth, Finance, Financial Planning, Financial Advisory, Investment Management, Management, Wealth Management, Investments
Education
University of Michigan 1997 — 2001
BA, Economics and English
London School of Economics and Political Science 2000 — 2000
Summer Program, Economics
Sandy Chotai Sandy Chotai's Morgan Stanley Experience 2006 - 2007
Job Director
Industry Financial Services
Experience
Systematic Alpha Management 2012 - Present
AXA Rosenberg 2008 - 2011
Morgan Stanley 2006 - 2007
Mercer Investment Consulting 2003 - 2006
Towers Watson 1998 - 2003
Skills
Hedge Funds, Alternative Investments, Equities, Investment Strategies, Asset Managment, Asset Allocation, Portfolio Management, Commodity, Capital Markets, Derivatives, Trading, Investments, Emerging Markets, Global Macro, Asset Management, Institutional..., Fixed Income
Education
London School of Economics and Political Science
Bachelors of Science, Mathematical Statistics and Probability, First Class Honours
Systematic Alpha Management 2012 - Present
AXA Rosenberg 2008 - 2011
Morgan Stanley 2006 - 2007
Mercer Investment Consulting 2003 - 2006
Towers Watson 1998 - 2003
Skills
Hedge Funds, Alternative Investments, Equities, Investment Strategies, Asset Managment, Asset Allocation, Portfolio Management, Commodity, Capital Markets, Derivatives, Trading, Investments, Emerging Markets, Global Macro, Asset Management, Institutional..., Fixed Income
Education
London School of Economics and Political Science
Bachelors of Science, Mathematical Statistics and Probability, First Class Honours
Nick Elliot Nick Elliot's Morgan Stanley Experience March 2007 - July 2015
Job ..
Industry Banking
Experience
Morgan Stanley March 2007 - July 2015
Morgan Stanley June 2004 - March 2007
Education
London School of Economics and Political Science 2003 — 2004
MSc, Finance & Economics
University of Oxford 1999 — 2002
M.A., Philoshopy, Politics & Economics
Bishops
Morgan Stanley March 2007 - July 2015
Morgan Stanley June 2004 - March 2007
Education
London School of Economics and Political Science 2003 — 2004
MSc, Finance & Economics
University of Oxford 1999 — 2002
M.A., Philoshopy, Politics & Economics
Bishops
Diane N. Bark's Morgan Stanley Experience June 1994 - June 2001
Job Patient UMMbassador at University of Maryland Medical Center
Industry Hospital & Health Care
Experience
University of Maryland Medical Center 2015 - Present
Public Speaker December 2012 - Present
DNB Financial Services June 2001 - Present
Kennedy Krieger Institute January 2013 - December 2014
Morgan Stanley June 1994 - June 2001
Legg Mason October 1990 - June 1994
Skills
Needs Analysis, HIPAA, Communication Skills, Problem Solving, Strategic Partnerships, Public Speaking, Supportive Services, Patient Advocacy, Patient Safety, Healthcare, Nonprofits, Leadership, Program Management
Education
University of California, Los Angeles 2014 — 2015
UCLA Extension Certificate Program, Patient Advocacy
The Johns Hopkins School of Medicine
Armstrong Institute for Patient Safety and Quality, Patient Safety Certificate
University of Maryland Medical Center 2015 - Present
Public Speaker December 2012 - Present
DNB Financial Services June 2001 - Present
Kennedy Krieger Institute January 2013 - December 2014
Morgan Stanley June 1994 - June 2001
Legg Mason October 1990 - June 1994
Skills
Needs Analysis, HIPAA, Communication Skills, Problem Solving, Strategic Partnerships, Public Speaking, Supportive Services, Patient Advocacy, Patient Safety, Healthcare, Nonprofits, Leadership, Program Management
Education
University of California, Los Angeles 2014 — 2015
UCLA Extension Certificate Program, Patient Advocacy
The Johns Hopkins School of Medicine
Armstrong Institute for Patient Safety and Quality, Patient Safety Certificate
Chris Haddix Chris Haddix's Morgan Stanley Experience July 2011 - April 2013
Job Co Founder at Yes & No Pictures, LLC
Industry Financial Services
Experience
Yes & No Pictures, LLC May 2014 - Present
The Mantle April 2013 - Present
Morgan Stanley July 2011 - April 2013
Ricoh Americas Corporation 2009 - 2011
Skills
Securities, FINRA, Legal Writing, Legal Research, Legal Documents, Legal Discovery, ESI, Document Review, Legal Assistance, Corporate Governance, Litigation Support, Research, Salesforce.com
Education
New School University
Master's degree, Philosophy
Yes & No Pictures, LLC May 2014 - Present
The Mantle April 2013 - Present
Morgan Stanley July 2011 - April 2013
Ricoh Americas Corporation 2009 - 2011
Skills
Securities, FINRA, Legal Writing, Legal Research, Legal Documents, Legal Discovery, ESI, Document Review, Legal Assistance, Corporate Governance, Litigation Support, Research, Salesforce.com
Education
New School University
Master's degree, Philosophy
Joseph Ferrugia's Morgan Stanley Experience June 2014 - July 2014
Job Student at The University of Virginia
Industry
Experience
Morgan Stanley June 2014 - July 2014
Education
University of Virginia 2015 — 2018
Pre-Commerce, 2nd Year
St. Pius X Catholic High School 2010 — 2014
The London School of Economics and Political Science (LSE)
Finance
Morgan Stanley June 2014 - July 2014
Education
University of Virginia 2015 — 2018
Pre-Commerce, 2nd Year
St. Pius X Catholic High School 2010 — 2014
The London School of Economics and Political Science (LSE)
Finance
Chad DeVos Chad DeVos's Morgan Stanley Experience April 2014 - June 2014
Job Banking Academy Intern at River City Bank
Industry
Experience
Cal Aggie Alumni Association October 2013 - Present
Lytx Inc. July 2014 - September 2014
Morgan Stanley April 2014 - June 2014
Club Finance Council September 2013 - June 2014
Student Alumni Association May 2013 - June 2014
Club Finance Council May 2012 - June 2014
River City Bank January 2014 - February 2014
Spikeball Inc. February 2013 - June 2013
UC Davis Student Alumni Association Board of Directors May 2012 - May 2013
Skills
Leadership, Works well in a team, Communication, Process Improvement, Basic Computer..., Teaching, Computer Proficiency, Writing, Experience with...
Education
University of California, Davis 2011 — 2015
Bachelor of Science, Managerial Economics
The London School of Economics and Political Science (LSE)
Public Finance; Corporate and Organizational Structure
Cal Aggie Alumni Association October 2013 - Present
Lytx Inc. July 2014 - September 2014
Morgan Stanley April 2014 - June 2014
Club Finance Council September 2013 - June 2014
Student Alumni Association May 2013 - June 2014
Club Finance Council May 2012 - June 2014
River City Bank January 2014 - February 2014
Spikeball Inc. February 2013 - June 2013
UC Davis Student Alumni Association Board of Directors May 2012 - May 2013
Skills
Leadership, Works well in a team, Communication, Process Improvement, Basic Computer..., Teaching, Computer Proficiency, Writing, Experience with...
Education
University of California, Davis 2011 — 2015
Bachelor of Science, Managerial Economics
The London School of Economics and Political Science (LSE)
Public Finance; Corporate and Organizational Structure
Sunny Qian Li's Morgan Stanley Experience June 2014 - Present
Job Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2014 - Present
Nomura International plc June 2013 - August 2013
IFC - International Finance Corporation May 2013 - June 2013
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2012 — 2014
M.A., International Relations and International Economics
University of Oxford 2008 — 2011
B.A. (Hons), Philosophy, Politics and Economics
Morgan Stanley June 2014 - Present
Nomura International plc June 2013 - August 2013
IFC - International Finance Corporation May 2013 - June 2013
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2012 — 2014
M.A., International Relations and International Economics
University of Oxford 2008 — 2011
B.A. (Hons), Philosophy, Politics and Economics
Tommy Ahsan's Morgan Stanley Experience June 2014 - August 2014
Job Founder at Tutor Me Now
Industry Financial Services
Experience
Tutor Me Now August 2015 - Present
World Financial Group (WFG) July 2015 - Present
Merrill Lynch March 2015 - May 2015
Morgan Stanley June 2014 - August 2014
U.S. Senate Majority Leader Harry Reid June 2013 - August 2013
Morgan Stanley Smith Barney June 2012 - August 2012
Morgan Stanley Smith Barney 2011 - 2011
Skills
Microsoft Office, Microsoft Technologies, Microsoft Word, Public Speaking, PowerPoint, Leadership, Microsoft Excel, Teaching, Social Media, Higher Education, Social Networking, Reuters, 3D, Financial Analysis, Risk Assessment, Financial Modeling, Leveraged Finance
Education
University of Miami - School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance and Financial Management Services
The London School of Economics and Political Science (LSE) 2014 — 2014
Bachelor of Business Administration (BBA), Financial Derivatives and Stochastic Asset Pricing
The Meadows
Tutor Me Now August 2015 - Present
World Financial Group (WFG) July 2015 - Present
Merrill Lynch March 2015 - May 2015
Morgan Stanley June 2014 - August 2014
U.S. Senate Majority Leader Harry Reid June 2013 - August 2013
Morgan Stanley Smith Barney June 2012 - August 2012
Morgan Stanley Smith Barney 2011 - 2011
Skills
Microsoft Office, Microsoft Technologies, Microsoft Word, Public Speaking, PowerPoint, Leadership, Microsoft Excel, Teaching, Social Media, Higher Education, Social Networking, Reuters, 3D, Financial Analysis, Risk Assessment, Financial Modeling, Leveraged Finance
Education
University of Miami - School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance and Financial Management Services
The London School of Economics and Political Science (LSE) 2014 — 2014
Bachelor of Business Administration (BBA), Financial Derivatives and Stochastic Asset Pricing
The Meadows
Giovanni Pillitteri Giovanni Pillitteri's Morgan Stanley Experience September 2012 - Present
Job MD Global Head of FX Electronic Trading at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley September 2012 - Present
Citigroup March 2008 - September 2012
Deutsche Bank March 2004 - January 2008
Deutsche Bank August 2002 - February 2004
Lehman Brothers July 2000 - August 2002
Skills
Electronic Trading, FX trading, FX, FX Hedging, Risk Management, Pricing, FX Options, E-commerce, Capital Markets, Currency, Gold, Silver, Investment Strategies, Statistics, Econometrics
Education
London School of Economics and Political Science, U. of London 1998 — 2000
MSc, Econometrics and Mathematical Economics
Morgan Stanley September 2012 - Present
Citigroup March 2008 - September 2012
Deutsche Bank March 2004 - January 2008
Deutsche Bank August 2002 - February 2004
Lehman Brothers July 2000 - August 2002
Skills
Electronic Trading, FX trading, FX, FX Hedging, Risk Management, Pricing, FX Options, E-commerce, Capital Markets, Currency, Gold, Silver, Investment Strategies, Statistics, Econometrics
Education
London School of Economics and Political Science, U. of London 1998 — 2000
MSc, Econometrics and Mathematical Economics
Hwei Ying Leong Hwei Ying Leong's Morgan Stanley Experience 2006 - 2008
Job Finance Manager at GSR Ventures
Industry Financial Services
Experience
GSR Ventures September 2012 - Present
GSR Ventures June 2011 - August 2012
GSR Ventures January 2009 - May 2011
Morgan Stanley 2006 - 2008
Ministry of National Development 2003 - 2005
Skills
Corporate Finance, Private Equity, Valuation, Due Diligence, Emerging Markets, Financial Modeling, Venture Capital
Education
Hwa Chong Junior College
London School of Economics and Political Science
Bachelor of Science (BSc), Economics
Yale University
M.A., International & Development Economics
GSR Ventures September 2012 - Present
GSR Ventures June 2011 - August 2012
GSR Ventures January 2009 - May 2011
Morgan Stanley 2006 - 2008
Ministry of National Development 2003 - 2005
Skills
Corporate Finance, Private Equity, Valuation, Due Diligence, Emerging Markets, Financial Modeling, Venture Capital
Education
Hwa Chong Junior College
London School of Economics and Political Science
Bachelor of Science (BSc), Economics
Yale University
M.A., International & Development Economics
Dimitri Chimerakis's Morgan Stanley Experience September 2015 - Present
Job Associate at Kempler & Co., Inc.
Industry Oil & Energy
Experience
Morgan Stanley September 2015 - Present
Kempler & Co., Inc. September 2013 - Present
Contract Room, Inc. April 2012 - September 2013
Brinca Software June 2008 - April 2012
IMG July 2007 - August 2007
IMG June 2006 - July 2006
FPL June 2005 - August 2005
Skills
Marketing, Strategic Planning, Entrepreneurship, Product Development, Product Management, Analytics, Program Management, CRM
Education
Villanova University 2004 — 2008
Finance, Entrepreneurship
The London School of Economics and Political Science (LSE)
Financial Markets
Morgan Stanley September 2015 - Present
Kempler & Co., Inc. September 2013 - Present
Contract Room, Inc. April 2012 - September 2013
Brinca Software June 2008 - April 2012
IMG July 2007 - August 2007
IMG June 2006 - July 2006
FPL June 2005 - August 2005
Skills
Marketing, Strategic Planning, Entrepreneurship, Product Development, Product Management, Analytics, Program Management, CRM
Education
Villanova University 2004 — 2008
Finance, Entrepreneurship
The London School of Economics and Political Science (LSE)
Financial Markets
Jason Raziano Jason Raziano's Morgan Stanley Experience June 2011 - January 2014
Job Student at General Assembly
Industry Financial Services
Experience
General Assembly August 2015 - Present
BNP Paribas April 2014 - Present
Cristo Rey New York High School April 2014 - Present
Kennedy's Closet January 2014 - July 2014
Morgan Stanley June 2011 - January 2014
Collegiate Landscaping LLC. May 2007 - July 2010
ICAP May 2009 - June 2009
Skills
Business Development, Sales, Foreign Exchange, Entrepreneurship, Financial Analysis, Venture Capital, Social Media, Fixed Income, Technology Start-up, E-commerce, Derivatives, Start-up Ventures, Series 7, Global Macro, Series 63, Finance, Foreign Currency, US Treasuries, Interest Rate Swaps, Microsoft Excel, Series 3, Hedge Funds, FINRA, Trading, Brand Development, Capital Markets, Facebook, Social Media Marketing, Marketing Strategy, Startup Development, Mobile Technology, Early-stage Startups, Mobile Applications, Google Analytics, Web Design, Web Development, Business Strategy, Marketing, New Business Development
Education
Villanova University 2007 — 2011
Bachelor, Finance
The London School of Economics and Political Science (LSE) 2008 — 2008
Marketing
General Assembly August 2015 - Present
BNP Paribas April 2014 - Present
Cristo Rey New York High School April 2014 - Present
Kennedy's Closet January 2014 - July 2014
Morgan Stanley June 2011 - January 2014
Collegiate Landscaping LLC. May 2007 - July 2010
ICAP May 2009 - June 2009
Skills
Business Development, Sales, Foreign Exchange, Entrepreneurship, Financial Analysis, Venture Capital, Social Media, Fixed Income, Technology Start-up, E-commerce, Derivatives, Start-up Ventures, Series 7, Global Macro, Series 63, Finance, Foreign Currency, US Treasuries, Interest Rate Swaps, Microsoft Excel, Series 3, Hedge Funds, FINRA, Trading, Brand Development, Capital Markets, Facebook, Social Media Marketing, Marketing Strategy, Startup Development, Mobile Technology, Early-stage Startups, Mobile Applications, Google Analytics, Web Design, Web Development, Business Strategy, Marketing, New Business Development
Education
Villanova University 2007 — 2011
Bachelor, Finance
The London School of Economics and Political Science (LSE) 2008 — 2008
Marketing
David Fayngor David Fayngor's Morgan Stanley Experience May 2013 - September 2013
Job Analyst, Strategy & Analysis at DigitasLBi
Industry Marketing and Advertising
Experience
DigitasLBi May 2015 - Present
Discover Financial Services June 2014 - May 2015
Morgan Stanley May 2013 - September 2013
Associated Brokerage Group September 2012 - April 2013
Houses of Parliament May 2012 - July 2012
Education
Tufts University 2010 — 2014
Bachelor of Arts (BA), Economics and Entrepreneurial Studies, Class of 2014
London School of Economics and Political Science
Parliament & Public Policy
Sage Hill School 2006 — 2010
DigitasLBi May 2015 - Present
Discover Financial Services June 2014 - May 2015
Morgan Stanley May 2013 - September 2013
Associated Brokerage Group September 2012 - April 2013
Houses of Parliament May 2012 - July 2012
Education
Tufts University 2010 — 2014
Bachelor of Arts (BA), Economics and Entrepreneurial Studies, Class of 2014
London School of Economics and Political Science
Parliament & Public Policy
Sage Hill School 2006 — 2010
Emily (Emmy) Mathews, CFA's Morgan Stanley Experience June 2011 - May 2013
Job Technology Equity Research Analyst at Brown Advisory | Thoughtful Investing
Industry Financial Services
Experience
Brown Advisory June 2013 - Present
Morgan Stanley June 2011 - May 2013
Legg Mason Capital Management June 2010 - August 2010
Skills
Equity Research, Equity Valuation, Financial Analysis, Investments, Financial Modeling, Valuation, Equities, Research
Education
Washington and Lee University 2007 — 2011
Bachelor’s Degree, Philosophy
The London School of Economics and Political Science (LSE) 2009 — 2009
Bryn Mawr School for Girls 1995 — 2007
Brown Advisory June 2013 - Present
Morgan Stanley June 2011 - May 2013
Legg Mason Capital Management June 2010 - August 2010
Skills
Equity Research, Equity Valuation, Financial Analysis, Investments, Financial Modeling, Valuation, Equities, Research
Education
Washington and Lee University 2007 — 2011
Bachelor’s Degree, Philosophy
The London School of Economics and Political Science (LSE) 2009 — 2009
Bryn Mawr School for Girls 1995 — 2007
Elizabeth Madigan Jost Elizabeth Madigan Jost's Morgan Stanley Experience May 2014 - June 2015
Job Chief Operating Officer, Morgan Stanley Latin America
Industry Financial Services
Experience
Morgan Stanley May 2014 - June 2015
Morgan Stanley July 2012 - May 2014
Morgan Stanley July 2012 - May 2014
Morgan Stanley June 2011 - May 2014
Morgan Stanley April 2007 - May 2014
Morgan Stanley February 2002 - April 2007
Morgan Stanley July 1998 - February 2002
Skills
Latin America, Capital Markets, Investment Banking, Emerging Markets, Fixed Income, Derivatives, Credit Risk, Structured Finance, Country Risk Analysis, Project Management, Cross-functional Team..., Hedge Funds, Financial Modeling, Equities
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1996 — 1998
M.A., International Economics and Latin American Studies
State University of New York at Albany
B.A., Phi Beta Kappa
Morgan Stanley May 2014 - June 2015
Morgan Stanley July 2012 - May 2014
Morgan Stanley July 2012 - May 2014
Morgan Stanley June 2011 - May 2014
Morgan Stanley April 2007 - May 2014
Morgan Stanley February 2002 - April 2007
Morgan Stanley July 1998 - February 2002
Skills
Latin America, Capital Markets, Investment Banking, Emerging Markets, Fixed Income, Derivatives, Credit Risk, Structured Finance, Country Risk Analysis, Project Management, Cross-functional Team..., Hedge Funds, Financial Modeling, Equities
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1996 — 1998
M.A., International Economics and Latin American Studies
State University of New York at Albany
B.A., Phi Beta Kappa
Michael Weller's Morgan Stanley Experience March 2014 - March 2014
Job Student at The University of Chicago
Industry
Experience
CME Group June 2015 - August 2015
Morgan Stanley March 2014 - March 2014
CME Group July 2013 - September 2013
Education
The University of Chicago 2013 — 2017
Bachelor of Arts (B.A.), Economics
The London School of Economics and Political Science (LSE) 2014 — 2014
New Trier High School 2009 — 2013
CME Group June 2015 - August 2015
Morgan Stanley March 2014 - March 2014
CME Group July 2013 - September 2013
Education
The University of Chicago 2013 — 2017
Bachelor of Arts (B.A.), Economics
The London School of Economics and Political Science (LSE) 2014 — 2014
New Trier High School 2009 — 2013
Marc Gilman's Morgan Stanley Experience January 2015 - Present
Job Executive Director Compliance at Morgan Stanley
Industry Law Practice
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley March 2011 - December 2014
Schiff Hardin LLP December 2007 - March 2011
Quinn Emanuel Urquhart Oliver & Hedges, LLP October 2006 - December 2007
Privacy International January 2005 - May 2006
CA May 2005 - August 2005
W. W. Norton & Company July 1999 - September 2003
Skills
Commercial Litigation, Securities Regulation, Corporate Governance, Legal Writing, Legal Research, Publishing, Content Development, E-commerce, Research, Licensing, Social Networking, Due Diligence, Global Regulatory..., Enterprise Social..., Compliance..., Policy Writing, Information Security, Telephony, Dodd-Frank, Webmaster Services, Music Journalism, Social Media, Corporate Law, Records Management, Email Archiving, Digital Archiving, Archival Management, Big Data, Broker-Dealer, Privacy Compliance, IT Compliance
Education
The London School of Economics and Political Science (LSE) 2003 — 2006
LL.B., Law
University of Pennsylvania 1996 — 1999
B.A., English
University of Oxford 1997 — 1998
Junior Year Abroad Program
Morgan Stanley January 2015 - Present
Morgan Stanley March 2011 - December 2014
Schiff Hardin LLP December 2007 - March 2011
Quinn Emanuel Urquhart Oliver & Hedges, LLP October 2006 - December 2007
Privacy International January 2005 - May 2006
CA May 2005 - August 2005
W. W. Norton & Company July 1999 - September 2003
Skills
Commercial Litigation, Securities Regulation, Corporate Governance, Legal Writing, Legal Research, Publishing, Content Development, E-commerce, Research, Licensing, Social Networking, Due Diligence, Global Regulatory..., Enterprise Social..., Compliance..., Policy Writing, Information Security, Telephony, Dodd-Frank, Webmaster Services, Music Journalism, Social Media, Corporate Law, Records Management, Email Archiving, Digital Archiving, Archival Management, Big Data, Broker-Dealer, Privacy Compliance, IT Compliance
Education
The London School of Economics and Political Science (LSE) 2003 — 2006
LL.B., Law
University of Pennsylvania 1996 — 1999
B.A., English
University of Oxford 1997 — 1998
Junior Year Abroad Program
Harry Wilson's Morgan Stanley Experience June 2015 - August 2015
Job Commodities Summer Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - August 2015
BBL Commodities L.P. June 2014 - August 2014
Refraction Capital LLC March 2013 - May 2014
Coller Capital June 2013 - July 2013
Hill Dickinson LLP June 2012 - June 2012
Skills
Economics, Financial Modeling, Fundamental Analysis, Microsoft Excel, Technical Analysis, Day Trading, Options, Industry Research, Public Speaking, C++ Language, Equity Derivatives, Accounting, Matlab, DCF Valuation
Education
Yale University 2012 — 2016
Bachelor of Arts (BA), Economics
The London School of Economics and Political Science (LSE) 2014 — 2015
Year Abroad, Industrial Economics
University of California, Berkeley, Haas School of Business 2013 — 2013
Summer Course, Financial Accounting, A
Crossroads School for Arts and Science 2008 — 2012
High School, 3.95/4.00
Morgan Stanley June 2015 - August 2015
BBL Commodities L.P. June 2014 - August 2014
Refraction Capital LLC March 2013 - May 2014
Coller Capital June 2013 - July 2013
Hill Dickinson LLP June 2012 - June 2012
Skills
Economics, Financial Modeling, Fundamental Analysis, Microsoft Excel, Technical Analysis, Day Trading, Options, Industry Research, Public Speaking, C++ Language, Equity Derivatives, Accounting, Matlab, DCF Valuation
Education
Yale University 2012 — 2016
Bachelor of Arts (BA), Economics
The London School of Economics and Political Science (LSE) 2014 — 2015
Year Abroad, Industrial Economics
University of California, Berkeley, Haas School of Business 2013 — 2013
Summer Course, Financial Accounting, A
Crossroads School for Arts and Science 2008 — 2012
High School, 3.95/4.00
Nathaniel Boley Nathaniel Boley's Morgan Stanley Experience June 2015 - Present
Job Summer Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Williams College Math & Statistics Department 2014 - Present
The Williams Record 2013 - Present
Morgan Stanley May 2013 - July 2013
IntroSwim 2009 - 2013
Self-Employed May 2008 - 2013
The Patterson Club June 2011 - September 2011
Horizon Swim School March 2008 - September 2008
Education
Williams College 2013 — 2017
Bachelor's Degree, Economics, History, Political Science
The London School of Economics and Political Science (LSE) 2014 — 2014
Corporate Finance
Staples High School 2009 — 2013
High School
Morgan Stanley June 2015 - Present
Williams College Math & Statistics Department 2014 - Present
The Williams Record 2013 - Present
Morgan Stanley May 2013 - July 2013
IntroSwim 2009 - 2013
Self-Employed May 2008 - 2013
The Patterson Club June 2011 - September 2011
Horizon Swim School March 2008 - September 2008
Education
Williams College 2013 — 2017
Bachelor's Degree, Economics, History, Political Science
The London School of Economics and Political Science (LSE) 2014 — 2014
Corporate Finance
Staples High School 2009 — 2013
High School
Andrea Herman Andrea Herman's Morgan Stanley Experience March 2005 - February 2008
Job 15+yrs Financial Services | Business Analysis | Project/Product Mgmt | Strategic Communications | Instructional Design
Industry Financial Services
Experience
EMC May 2011 - Present
Gerson Lehrman Group 2009 - June 2011
Gerson Lehrman Group July 2008 - January 2009
Morgan Stanley March 2005 - February 2008
Lehman Brothers 2008 - 2008
Standard & Poor's January 1999 - March 2005
SUNY Downstate Medical Center January 2004 - December 2004
City University of New York 2003 - 2003
Barclays 2002 - 2003
JPMorgan Chase 1999 - 2003
Skills
Business Analysis, Program Management, Strategy, Project Management, Product Management, Instructional Design, Change Management, Usability, Financial Services, Leadership, Management, SDLC, Information Lifecycle..., Project Portfolio..., Software Documentation, PMO, Training, Risk Management, Agile Methodologies, Content Strategy, Technology Needs..., Data Analysis, Process Improvement, Software Project..., User Experience, Technical Writing, Copywriting, IT Strategy, Management Consulting, Business Process..., Business Intelligence, Cross-functional Team..., Governance, Business Process, Talent Management, Team Building, Requirements Analysis, Consulting
Education
New York University - Leonard N. Stern School of Business
MBA
The New School
The University of Texas at El Paso
BA
EMC May 2011 - Present
Gerson Lehrman Group 2009 - June 2011
Gerson Lehrman Group July 2008 - January 2009
Morgan Stanley March 2005 - February 2008
Lehman Brothers 2008 - 2008
Standard & Poor's January 1999 - March 2005
SUNY Downstate Medical Center January 2004 - December 2004
City University of New York 2003 - 2003
Barclays 2002 - 2003
JPMorgan Chase 1999 - 2003
Skills
Business Analysis, Program Management, Strategy, Project Management, Product Management, Instructional Design, Change Management, Usability, Financial Services, Leadership, Management, SDLC, Information Lifecycle..., Project Portfolio..., Software Documentation, PMO, Training, Risk Management, Agile Methodologies, Content Strategy, Technology Needs..., Data Analysis, Process Improvement, Software Project..., User Experience, Technical Writing, Copywriting, IT Strategy, Management Consulting, Business Process..., Business Intelligence, Cross-functional Team..., Governance, Business Process, Talent Management, Team Building, Requirements Analysis, Consulting
Education
New York University - Leonard N. Stern School of Business
MBA
The New School
The University of Texas at El Paso
BA
Amanda Wallace's Morgan Stanley Experience January 2003 - October 2004
Job Marketing at Johnson Rice & Company
Industry Financial Services
Experience
Johnson Rice & Company September 2012 - Present
Wedbush Securities November 2009 - September 2012
Maxim Group November 2006 - July 2007
Ferris, Baker Watts, Inc November 2004 - May 2006
Morgan Stanley January 2003 - October 2004
Profiles Staffing Service March 2001 - May 2002
Skills
Marketing, Investments, Securities, Equity Research, Equities, Analysis, Finance, Hedge Funds, Investment Banking, Investor Relations, Market Research, Valuation, Mergers & Acquisitions, Financial Modeling, Series 7, IPO, Capital Markets, Strategic Planning, Financial Analysis
Education
The Maryland Institute College of Art
Bachelor of Fine Arts, Fine and Studio Arts
Johnson Rice & Company September 2012 - Present
Wedbush Securities November 2009 - September 2012
Maxim Group November 2006 - July 2007
Ferris, Baker Watts, Inc November 2004 - May 2006
Morgan Stanley January 2003 - October 2004
Profiles Staffing Service March 2001 - May 2002
Skills
Marketing, Investments, Securities, Equity Research, Equities, Analysis, Finance, Hedge Funds, Investment Banking, Investor Relations, Market Research, Valuation, Mergers & Acquisitions, Financial Modeling, Series 7, IPO, Capital Markets, Strategic Planning, Financial Analysis
Education
The Maryland Institute College of Art
Bachelor of Fine Arts, Fine and Studio Arts
Vasundhara Tankha Vasundhara Tankha's Morgan Stanley Experience January 2014 - Present
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2014 - Present
Morgan Stanley September 2011 - December 2013
Morgan Stanley June 2010 - September 2010
Google May 2008 - July 2008
Skills
Economics, Balance Sheet Review, Funding, Derivatives, Equities, Finance, Financial Markets, Econometrics, Business Strategy, Emerging Markets, Capital Markets
Education
London School of Economics and Political Science 2009 — 2011
M.Sc., Management
Lady Shri Ram College, University of Delhi 2006 — 2009
B.A (Hons), Economics
Sanskriti School 2000 — 2006
Morgan Stanley January 2014 - Present
Morgan Stanley September 2011 - December 2013
Morgan Stanley June 2010 - September 2010
Google May 2008 - July 2008
Skills
Economics, Balance Sheet Review, Funding, Derivatives, Equities, Finance, Financial Markets, Econometrics, Business Strategy, Emerging Markets, Capital Markets
Education
London School of Economics and Political Science 2009 — 2011
M.Sc., Management
Lady Shri Ram College, University of Delhi 2006 — 2009
B.A (Hons), Economics
Sanskriti School 2000 — 2006
David Better's Morgan Stanley Experience June 2014 - August 2014
Job Associate at Cushman & Wakefield
Industry Real Estate
Experience
Cushman & Wakefield September 2015 - Present
Morgan Stanley June 2014 - August 2014
CRT Capital Group June 2013 - August 2013
NBC Sports Network May 2012 - July 2012
Vineyard Vines June 2010 - August 2011
Skills
Microsoft Excel, PowerPoint, Bloomberg, Writing, Microsoft Word, Social Media, Editing, Twitter, Facebook
Education
Yale University 2011 — 2015
Bachelor of Arts (B.A.), Political Science
London School of Economics and Political Science 2012 — 2012
Public Finance
Brunswick School 2008 — 2011
Cushman & Wakefield September 2015 - Present
Morgan Stanley June 2014 - August 2014
CRT Capital Group June 2013 - August 2013
NBC Sports Network May 2012 - July 2012
Vineyard Vines June 2010 - August 2011
Skills
Microsoft Excel, PowerPoint, Bloomberg, Writing, Microsoft Word, Social Media, Editing, Twitter, Facebook
Education
Yale University 2011 — 2015
Bachelor of Arts (B.A.), Political Science
London School of Economics and Political Science 2012 — 2012
Public Finance
Brunswick School 2008 — 2011
Olufunke Audu, CPA Olufunke Audu, CPA's Morgan Stanley Experience May 2007 - July 2007
Job Manager | FSO | Financial Accounting Advisory Services at EY
Industry Investment Management
Experience
EY May 2015 - Present
Centerbridge Partners April 2013 - May 2015
PwC September 2011 - April 2013
KPMG October 2010 - September 2011
KPMG US June 2009 - July 2009
Morgan Stanley May 2007 - July 2007
Barclays September 2005 - July 2006
Royal Bank of Scotland June 2004 - July 2004
Skills
Auditing, Financial Reporting, Internal Controls, Investments, Asset Management, Hedge Funds, Accounting, Financial Statements, Investment Banking, Access, Financial Accounting, US GAAP
Education
University at Albany, SUNY 2008 — 2010
Master of Science, Accounting, 4.0
University of Greenwich 2006 — 2008
BSc, Mathematics; French
The London School of Economics and Political Science (LSE) 2002 — 2005
BSc, Actuarial Science
EY May 2015 - Present
Centerbridge Partners April 2013 - May 2015
PwC September 2011 - April 2013
KPMG October 2010 - September 2011
KPMG US June 2009 - July 2009
Morgan Stanley May 2007 - July 2007
Barclays September 2005 - July 2006
Royal Bank of Scotland June 2004 - July 2004
Skills
Auditing, Financial Reporting, Internal Controls, Investments, Asset Management, Hedge Funds, Accounting, Financial Statements, Investment Banking, Access, Financial Accounting, US GAAP
Education
University at Albany, SUNY 2008 — 2010
Master of Science, Accounting, 4.0
University of Greenwich 2006 — 2008
BSc, Mathematics; French
The London School of Economics and Political Science (LSE) 2002 — 2005
BSc, Actuarial Science
Jack Hayden Jack Hayden's Morgan Stanley Experience June 2015 - August 2015
Job Student at University of Virginia
Industry Financial Services
Experience
Morgan Stanley June 2015 - August 2015
Morgan Stanley June 2013 - August 2013
Skills
PowerPoint, Microsoft Office, Public Speaking, Microsoft Word, Microsoft Excel, Data Analysis, Research, Customer Service, Higher Education, Financial Analysis
Education
University of Virginia 2012 — 2016
Bachelor of Science (B.S.), Commerce
The London School of Economics and Political Science (LSE) 2014 — 2014
The Political Economy of Public Policy
Holy Ghost Preparatory School 2008 — 2012
High School
Morgan Stanley June 2015 - August 2015
Morgan Stanley June 2013 - August 2013
Skills
PowerPoint, Microsoft Office, Public Speaking, Microsoft Word, Microsoft Excel, Data Analysis, Research, Customer Service, Higher Education, Financial Analysis
Education
University of Virginia 2012 — 2016
Bachelor of Science (B.S.), Commerce
The London School of Economics and Political Science (LSE) 2014 — 2014
The Political Economy of Public Policy
Holy Ghost Preparatory School 2008 — 2012
High School
Rahul Soni Rahul Soni's Morgan Stanley Experience 2008 - 2008
Job Associate Attorney at Loke Walsh Immigration Law
Industry Law Practice
Experience
Loke Walsh Immigration Law November 2012 - Present
Wolfsdorf Immigration Law Group June 2011 - November 2012
University of Southern California August 2009 - May 2010
Morgan Stanley 2008 - 2008
Education
University of Southern California 2009 — 2010
LL.M. (Master of Laws) at the Gould School of Law
London School of Economics and Political Science 2006 — 2009
LL.B. (Bachelor of Laws)
Whitgift School 2001 — 2006
High School
Loke Walsh Immigration Law November 2012 - Present
Wolfsdorf Immigration Law Group June 2011 - November 2012
University of Southern California August 2009 - May 2010
Morgan Stanley 2008 - 2008
Education
University of Southern California 2009 — 2010
LL.M. (Master of Laws) at the Gould School of Law
London School of Economics and Political Science 2006 — 2009
LL.B. (Bachelor of Laws)
Whitgift School 2001 — 2006
High School
Alok Kothari Alok Kothari's Morgan Stanley Experience 2000 - 2004
Job Programmatic Analytics and Yield Optimization
Industry Internet
Experience
Gamut. Smart media from Cox. April 2014 - Present
Cox Digital Solutions April 2012 - April 2014
Cox Digital Solutions March 2009 - March 2012
Kaboodle.com (Acquired by Hearst) January 2005 - March 2007
Critical Path January 1999 - August 2004
Morgan Stanley 2000 - 2004
University of Pennsylvania Health System January 1998 - December 1998
Skills
E-commerce, Analytics, Product Management, Display Advertising, Big Data, Machine Learning, Internet Entrepreneur, Monetization, Team Leadership, Product Strategies, Product Innovation, Hadoop, Mahout, MongoDB, Hive, SQL, Amazon Web Services..., NoSQL, JavaScript, Digital Media, Ad Serving, Salesforce.com, Enterprise Software, Start-ups, Mobile Advertising, Integration, Web Marketing, Mobile Marketing, Online Marketing
Education
London School of Economics and Political Science 2007 — 2008
Master's degree
University of Pennsylvania 1997 — 1997
MSE
University of Pennsylvania 1993 — 1997
BSE
Gamut. Smart media from Cox. April 2014 - Present
Cox Digital Solutions April 2012 - April 2014
Cox Digital Solutions March 2009 - March 2012
Kaboodle.com (Acquired by Hearst) January 2005 - March 2007
Critical Path January 1999 - August 2004
Morgan Stanley 2000 - 2004
University of Pennsylvania Health System January 1998 - December 1998
Skills
E-commerce, Analytics, Product Management, Display Advertising, Big Data, Machine Learning, Internet Entrepreneur, Monetization, Team Leadership, Product Strategies, Product Innovation, Hadoop, Mahout, MongoDB, Hive, SQL, Amazon Web Services..., NoSQL, JavaScript, Digital Media, Ad Serving, Salesforce.com, Enterprise Software, Start-ups, Mobile Advertising, Integration, Web Marketing, Mobile Marketing, Online Marketing
Education
London School of Economics and Political Science 2007 — 2008
Master's degree
University of Pennsylvania 1997 — 1997
MSE
University of Pennsylvania 1993 — 1997
BSE
Megan Ruan's Morgan Stanley Experience June 2015 - Present
Job Wealth Management Summer Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Pierson College Master's Office March 2014 - Present
Volunteer Income Tax Assistance (VITA) January 2014 - Present
Yale University February 2013 - Present
Fortune Capital, Inc. May 2014 - July 2014
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Time Management, Public Speaking, Leadership, Data Analysis, Teamwork, Research, Spanish, Editing, Social Media, Event Planning, Customer Service, Nonprofits
Education
Yale University 2013 — 2017
Bachelor's Degree, Economics, Psychology
The London School of Economics and Political Science (LSE)
Public Finance
Morgan Stanley June 2015 - Present
Pierson College Master's Office March 2014 - Present
Volunteer Income Tax Assistance (VITA) January 2014 - Present
Yale University February 2013 - Present
Fortune Capital, Inc. May 2014 - July 2014
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Time Management, Public Speaking, Leadership, Data Analysis, Teamwork, Research, Spanish, Editing, Social Media, Event Planning, Customer Service, Nonprofits
Education
Yale University 2013 — 2017
Bachelor's Degree, Economics, Psychology
The London School of Economics and Political Science (LSE)
Public Finance
Naga Tan's Morgan Stanley Experience August 2012 - March 2015
Job MBA/MA Lauder Joint Degree Candidate at The Wharton School
Industry Financial Services
Experience
The Wharton School May 2015 - Present
Morgan Stanley August 2012 - March 2015
Halcyon Asset Management October 2011 - March 2012
Goldman Sachs June 2011 - September 2011
Republic of Singapore Air Force January 2007 - November 2008
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (MBA)
University of Pennsylvania - The Lauder Institute 2015 — 2017
Master of Arts (MA), International Studies
London School of Economics and Political Science 2009 — 2012
BSc, Economics, First Class Honours
The Wharton School May 2015 - Present
Morgan Stanley August 2012 - March 2015
Halcyon Asset Management October 2011 - March 2012
Goldman Sachs June 2011 - September 2011
Republic of Singapore Air Force January 2007 - November 2008
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (MBA)
University of Pennsylvania - The Lauder Institute 2015 — 2017
Master of Arts (MA), International Studies
London School of Economics and Political Science 2009 — 2012
BSc, Economics, First Class Honours
David Gutterman's Morgan Stanley Experience June 2002 - July 2002
Job Associate, Investment Banking | Financial Institutions Group
Industry Investment Banking
Experience
MJ Capital Partners May 2015 - Present
Sterne Agee January 2014 - May 2015
Arbor Advisors September 2011 - December 2013
J.P. Morgan December 2006 - July 2010
Deutsche Bank December 2004 - December 2006
BelAir Capital Asset Management June 2003 - December 2004
Morgan Stanley June 2002 - July 2002
Skills
Financial Modeling, Investment Banking, Valuation, Corporate Finance, Private Equity, Financial Analysis, Business Development, Mergers & Acquisitions, Corporate Development, Investments, Capital Markets, Equities
Education
University of Southern California - Marshall School of Business 2009 — 2011
MBA, Business - Corporate Finance
University of Southern California 1999 — 2003
BS Business Administration, Finance
London School of Economics and Political Science 2002 — 2002
Summer 2002 Finance & Financial Markets
Piedmont High School 1995 — 1999
MJ Capital Partners May 2015 - Present
Sterne Agee January 2014 - May 2015
Arbor Advisors September 2011 - December 2013
J.P. Morgan December 2006 - July 2010
Deutsche Bank December 2004 - December 2006
BelAir Capital Asset Management June 2003 - December 2004
Morgan Stanley June 2002 - July 2002
Skills
Financial Modeling, Investment Banking, Valuation, Corporate Finance, Private Equity, Financial Analysis, Business Development, Mergers & Acquisitions, Corporate Development, Investments, Capital Markets, Equities
Education
University of Southern California - Marshall School of Business 2009 — 2011
MBA, Business - Corporate Finance
University of Southern California 1999 — 2003
BS Business Administration, Finance
London School of Economics and Political Science 2002 — 2002
Summer 2002 Finance & Financial Markets
Piedmont High School 1995 — 1999
Kirsten Chen's Morgan Stanley Experience January 2015 - April 2015
Job Sector Marketing Senior Associate at PwC
Industry Financial Services
Experience
PwC May 2015 - Present
Morgan Stanley January 2015 - April 2015
Morgan Stanley Wealth Management 2013 - 2014
IBM Global Services September 2011 - May 2013
QUEST 2008 - 2011
IBM June 2010 - August 2010
Learning Enterprises Organization September 2009 - May 2010
UMD Farmer's Market September 2009 - May 2010
The Munch - Smith Undergraduate Student Association's newsletter December 2007 - January 2010
Skills
Blogging, Creative Writing, Thought Leadership, Data Analysis, Program Management, Management Consulting, Public Speaking, Microsoft Excel, Microsoft Office, Social Media, Spanish, Research, Business Analysis, Social Media Blogging, Strategic Planning, Training, Recruiting, Process Improvement, Visio, Strategy, Chinese Language -..., Six Sigma, Mandarin, Team Facilitation, Management, Social Media Marketing, Writing
Education
The New School 2015 — 2017
Master of Fine Arts (MFA), Creative Writing
University of Maryland College Park 2007 — 2011
BS, Operations Management, Chinese
PwC May 2015 - Present
Morgan Stanley January 2015 - April 2015
Morgan Stanley Wealth Management 2013 - 2014
IBM Global Services September 2011 - May 2013
QUEST 2008 - 2011
IBM June 2010 - August 2010
Learning Enterprises Organization September 2009 - May 2010
UMD Farmer's Market September 2009 - May 2010
The Munch - Smith Undergraduate Student Association's newsletter December 2007 - January 2010
Skills
Blogging, Creative Writing, Thought Leadership, Data Analysis, Program Management, Management Consulting, Public Speaking, Microsoft Excel, Microsoft Office, Social Media, Spanish, Research, Business Analysis, Social Media Blogging, Strategic Planning, Training, Recruiting, Process Improvement, Visio, Strategy, Chinese Language -..., Six Sigma, Mandarin, Team Facilitation, Management, Social Media Marketing, Writing
Education
The New School 2015 — 2017
Master of Fine Arts (MFA), Creative Writing
University of Maryland College Park 2007 — 2011
BS, Operations Management, Chinese
Madeleine Groff Madeleine Groff's Morgan Stanley Experience January 1994 - January 1999
Job Administrative Professional at BlackRock
Industry Financial Services
Experience
BlackRock July 2011 - Present
Melville Lane LLC July 2010 - July 2011
Citibank February 2002 - March 2009
Citicorp Investment Services January 1999 - January 2002
Morgan Stanley January 1994 - January 1999
Skills
Microsoft Excel, PowerPoint, Project Planning, Investments, Strategic Planning, Process Improvement, Portfolio Management, Outlook, Banking, Securities, Strategic Financial..., Financial Services, Strategy, Wealth Management, Due Diligence, Risk Management, Financial Analysis, Management, System Administration, Equities, Product Management, Mutual Funds, Asset Management, Financial Modeling, Alternative Investments, Leadership, Finance, Hedge Funds, Strategic Partnerships, Financial Advisory, Executive Management, Fixed Income
Education
The Juilliard School 1979 — 1985
Bachelor of Fine Arts
New York University
liberal arts
BlackRock July 2011 - Present
Melville Lane LLC July 2010 - July 2011
Citibank February 2002 - March 2009
Citicorp Investment Services January 1999 - January 2002
Morgan Stanley January 1994 - January 1999
Skills
Microsoft Excel, PowerPoint, Project Planning, Investments, Strategic Planning, Process Improvement, Portfolio Management, Outlook, Banking, Securities, Strategic Financial..., Financial Services, Strategy, Wealth Management, Due Diligence, Risk Management, Financial Analysis, Management, System Administration, Equities, Product Management, Mutual Funds, Asset Management, Financial Modeling, Alternative Investments, Leadership, Finance, Hedge Funds, Strategic Partnerships, Financial Advisory, Executive Management, Fixed Income
Education
The Juilliard School 1979 — 1985
Bachelor of Fine Arts
New York University
liberal arts
Jack Vogel's Morgan Stanley Experience September 2014 - December 2014
Job Investment Banking Summer Analyst at SunTrust Robinson Humphrey
Industry
Experience
SunTrust Robinson Humphrey June 2015 - Present
Morgan Stanley September 2014 - December 2014
Westfield Capital Management June 2014 - July 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Capital Markets, Asset Allocation, ETFs, Mutual Funds, Morningstar
Education
Trinity College-Hartford 2012 — 2016
Bachelor of Science (B.S.), Economics
The London School of Economics and Political Science (LSE) 2014 — 2014
Accounting
Noble and Greenough School 2009 — 2012
SunTrust Robinson Humphrey June 2015 - Present
Morgan Stanley September 2014 - December 2014
Westfield Capital Management June 2014 - July 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Capital Markets, Asset Allocation, ETFs, Mutual Funds, Morningstar
Education
Trinity College-Hartford 2012 — 2016
Bachelor of Science (B.S.), Economics
The London School of Economics and Political Science (LSE) 2014 — 2014
Accounting
Noble and Greenough School 2009 — 2012
Candice Castaneda Candice Castaneda's Morgan Stanley Experience July 2004 - October 2005
Job Counsel at North American Electric Reliability Corporation
Industry Law Practice
Experience
North American Electric Reliability Corporation May 2015 - Present
Paul Hastings January 2010 - April 2015
JOURNAL OF BUSINESS LAW October 2007 - May 2009
REPRODUCTIVE RIGHTS CLINIC October 2006 - May 2009
UNIV. OF PENNSYLVANIA ENTREPRENEURSHIP LEGAL CLINIC September 2008 - December 2008
Paul Hastings October 2007 - July 2008
Philadelphia VIP May 2007 - August 2007
UNIV. OF MIAMI ALUMNI ASSOC October 2002 - July 2006
University of Miami Television September 2002 - May 2006
Morgan Stanley July 2004 - October 2005
Skills
Mergers, Renewable Energy, Energy, Corporate Law, Corporate Governance, Mergers & Acquisitions, Legal Writing, Legal Research, Legal Advice, Litigation, Mediation
Education
University of Pennsylvania Law School 2006 — 2009
J.D.
University of Miami 2002 — 2006
B.S., Communications (Public Relations) and Political Science
London School of Economics and Political Science 2005 — 2005
Summer Program, Political Science
Cooper City High School
North American Electric Reliability Corporation May 2015 - Present
Paul Hastings January 2010 - April 2015
JOURNAL OF BUSINESS LAW October 2007 - May 2009
REPRODUCTIVE RIGHTS CLINIC October 2006 - May 2009
UNIV. OF PENNSYLVANIA ENTREPRENEURSHIP LEGAL CLINIC September 2008 - December 2008
Paul Hastings October 2007 - July 2008
Philadelphia VIP May 2007 - August 2007
UNIV. OF MIAMI ALUMNI ASSOC October 2002 - July 2006
University of Miami Television September 2002 - May 2006
Morgan Stanley July 2004 - October 2005
Skills
Mergers, Renewable Energy, Energy, Corporate Law, Corporate Governance, Mergers & Acquisitions, Legal Writing, Legal Research, Legal Advice, Litigation, Mediation
Education
University of Pennsylvania Law School 2006 — 2009
J.D.
University of Miami 2002 — 2006
B.S., Communications (Public Relations) and Political Science
London School of Economics and Political Science 2005 — 2005
Summer Program, Political Science
Cooper City High School
Alp Bebasa Alp Bebasa's Morgan Stanley Experience August 2014 - Present
Job Associate at Morgan Stanley
Industry Banking
Experience
Morgan Stanley August 2014 - Present
Morgan Stanley July 2011 - July 2014
Morgan Stanley June 2010 - September 2010
JPMorgan Chase July 2009 - August 2009
Janssen-Cilag June 2009 - July 2009
Deloitte July 2008 - August 2008
Education
Georgetown University, McDonough School of Business 2007 — 2011
Bachelors of Science, Business Administration; Finance and International Business
The London School of Economics and Political Science (LSE) 2009 — 2010
BA, Economics
Morgan Stanley August 2014 - Present
Morgan Stanley July 2011 - July 2014
Morgan Stanley June 2010 - September 2010
JPMorgan Chase July 2009 - August 2009
Janssen-Cilag June 2009 - July 2009
Deloitte July 2008 - August 2008
Education
Georgetown University, McDonough School of Business 2007 — 2011
Bachelors of Science, Business Administration; Finance and International Business
The London School of Economics and Political Science (LSE) 2009 — 2010
BA, Economics
Alexandra Idol Alexandra Idol's Morgan Stanley Experience 2009 - 2011
Job Ecommerce and Digital Marketing, Charlotte Tilbury Beauty
Industry Internet
Experience
Charlotte Tilbury Beauty 2015 - Present
Michael Kors 2014 - 2014
The Wharton School 2012 - 2014
Michael Kors 2011 - 2012
Morgan Stanley 2009 - 2011
Morgan Stanley June 2008 - August 2008
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA), Operations and Management
London School of Economics and Political Science 2007 — 2007
International Comparative Management
Villanova University 2005 — 2009
Bachelor of Business Administration (BBA), Marketing and Finance
Charlotte Tilbury Beauty 2015 - Present
Michael Kors 2014 - 2014
The Wharton School 2012 - 2014
Michael Kors 2011 - 2012
Morgan Stanley 2009 - 2011
Morgan Stanley June 2008 - August 2008
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA), Operations and Management
London School of Economics and Political Science 2007 — 2007
International Comparative Management
Villanova University 2005 — 2009
Bachelor of Business Administration (BBA), Marketing and Finance
Rick Palacios Jr. Rick Palacios Jr.'s Morgan Stanley Experience September 2013 - May 2014
Job Director of Research at John Burns Real Estate Consulting
Industry Real Estate
Experience
John Burns Real Estate Consulting June 2014 - Present
Morgan Stanley September 2013 - May 2014
John Burns Real Estate Consulting March 2011 - August 2013
Milken Institute October 2009 - March 2011
John Burns Real Estate Consulting July 2006 - April 2008
McGladrey Capital Markets LLC January 2005 - July 2006
U.S. Department of Commerce September 2002 - January 2003
Skills
Bloomberg Terminal, Thomson One Analytics, Due Diligence, Bloomberg, Real Estate Economics, Hedge Funds, Real Estate Development, Capital Markets, Analysis, Valuation, Finance, Financial Modeling
Education
The London School of Economics and Political Science (LSE) 2008 — 2009
MSc, Real Estate Economics & Finance
University of California, Irvine 1999 — 2003
BA, Double Major: Political Science & International Studies
John Burns Real Estate Consulting June 2014 - Present
Morgan Stanley September 2013 - May 2014
John Burns Real Estate Consulting March 2011 - August 2013
Milken Institute October 2009 - March 2011
John Burns Real Estate Consulting July 2006 - April 2008
McGladrey Capital Markets LLC January 2005 - July 2006
U.S. Department of Commerce September 2002 - January 2003
Skills
Bloomberg Terminal, Thomson One Analytics, Due Diligence, Bloomberg, Real Estate Economics, Hedge Funds, Real Estate Development, Capital Markets, Analysis, Valuation, Finance, Financial Modeling
Education
The London School of Economics and Political Science (LSE) 2008 — 2009
MSc, Real Estate Economics & Finance
University of California, Irvine 1999 — 2003
BA, Double Major: Political Science & International Studies
Evan Charne Evan Charne's Morgan Stanley Experience September 2005 - March 2006
Job Internal Sales at Guggenheim Funds
Industry Financial Services
Experience
Guggenheim Funds April 2013 - Present
Morgan Stanley Smith Barney March 2006 - April 2013
Morgan Stanley September 2005 - March 2006
KNIGHT CAPITAL MARKETS April 2004 - September 2005
KNIGHT CAPITAL MARKETS April 2004 - September 2005
Quick and Reilly January 2003 - April 2004
iCAPITAL MARKETS. LLC June 2000 - November 2002
DATEK ONLINE BROKERAGE SERVICES May 1998 - November 2002
DATEK ONLINE BROKERAGE SERVICES May 1998 - June 2000
Skills
Equities, Fixed Income, Investments, Sales, Marketing, Directing, Assets Recovery, Fashion, Series 7, Securities
Education
The Ohio State University 1993 — 1998
Bachelor of Science, Financial Management
Guggenheim Funds April 2013 - Present
Morgan Stanley Smith Barney March 2006 - April 2013
Morgan Stanley September 2005 - March 2006
KNIGHT CAPITAL MARKETS April 2004 - September 2005
KNIGHT CAPITAL MARKETS April 2004 - September 2005
Quick and Reilly January 2003 - April 2004
iCAPITAL MARKETS. LLC June 2000 - November 2002
DATEK ONLINE BROKERAGE SERVICES May 1998 - November 2002
DATEK ONLINE BROKERAGE SERVICES May 1998 - June 2000
Skills
Equities, Fixed Income, Investments, Sales, Marketing, Directing, Assets Recovery, Fashion, Series 7, Securities
Education
The Ohio State University 1993 — 1998
Bachelor of Science, Financial Management
Robert Bassman Robert Bassman's Morgan Stanley Experience July 2004 - Present
Job Executive Director Morgan Stanley
Industry Venture Capital & Private Equity
Experience
Morgan Stanley July 2004 - Present
Houlihan Lokey June 2003 - August 2003
Bear Stearns June 2002 - August 2002
Skills
Equities, Capital Markets, Due Diligence, Private Equity, Hedge Funds, Entrepreneurship, Investment Banking, Corporate Finance, Valuation, Alternative Investments, Venture Capital, Investments, Financial Modeling, LBO, Credit Analysis, Small Business Lending, Financial Services, Fundraising, Fixed Income, Asset Management
Education
University of Pennsylvania 2000 — 2004
The London School of Economics and Political Science (LSE) 2002 — 2003
GC, Economics
Milken Community High School 1996 — 2000
Morgan Stanley July 2004 - Present
Houlihan Lokey June 2003 - August 2003
Bear Stearns June 2002 - August 2002
Skills
Equities, Capital Markets, Due Diligence, Private Equity, Hedge Funds, Entrepreneurship, Investment Banking, Corporate Finance, Valuation, Alternative Investments, Venture Capital, Investments, Financial Modeling, LBO, Credit Analysis, Small Business Lending, Financial Services, Fundraising, Fixed Income, Asset Management
Education
University of Pennsylvania 2000 — 2004
The London School of Economics and Political Science (LSE) 2002 — 2003
GC, Economics
Milken Community High School 1996 — 2000
Brian Thomasch Brian Thomasch's Morgan Stanley Experience February 2006 - May 2006
Job Vice President, M&A at HSBC Securities
Industry Investment Banking
Experience
HSBC Securities December 2010 - Present
Merriman Capital, Inc. August 2007 - November 2010
Morgan Stanley February 2006 - May 2006
ELCO Management June 2005 - July 2005
Skills
Investment Banking, Valuation, Financial Modeling, Private Placements, Private Equity, Financial Analysis, Corporate Finance, Mergers, Mergers & Acquisitions, Due Diligence, Equities, Capital Markets, Bloomberg, Hedge Funds, Emerging Markets, Equity Research, Investments
Education
University of Southern California 2003 — 2007
BS, Business Administration
The London School of Economics and Political Science (LSE) 2006 — 2006
The Lawrenceville School 2000 — 2003
HSBC Securities December 2010 - Present
Merriman Capital, Inc. August 2007 - November 2010
Morgan Stanley February 2006 - May 2006
ELCO Management June 2005 - July 2005
Skills
Investment Banking, Valuation, Financial Modeling, Private Placements, Private Equity, Financial Analysis, Corporate Finance, Mergers, Mergers & Acquisitions, Due Diligence, Equities, Capital Markets, Bloomberg, Hedge Funds, Emerging Markets, Equity Research, Investments
Education
University of Southern California 2003 — 2007
BS, Business Administration
The London School of Economics and Political Science (LSE) 2006 — 2006
The Lawrenceville School 2000 — 2003
Chloe Schwarz's Morgan Stanley Experience June 2013 - August 2013
Job Operations Analyst at RBC Capital Markets
Industry Financial Services
Experience
The Trade Desk, Inc. June 2014 - August 2014
UK Parliament January 2014 - April 2014
Morgan Stanley June 2013 - August 2013
Fox News Channel June 2012 - August 2012
Town of North Hempstead June 2011 - August 2011
Education
Washington University in St. Louis 2011 — 2015
Bachelor of Arts (B.A.)
The London School of Economics and Political Science (LSE) 2014 — 2014
The Wheatley School 2007 — 2011
The Trade Desk, Inc. June 2014 - August 2014
UK Parliament January 2014 - April 2014
Morgan Stanley June 2013 - August 2013
Fox News Channel June 2012 - August 2012
Town of North Hempstead June 2011 - August 2011
Education
Washington University in St. Louis 2011 — 2015
Bachelor of Arts (B.A.)
The London School of Economics and Political Science (LSE) 2014 — 2014
The Wheatley School 2007 — 2011
Cameron Toler's Morgan Stanley Experience January 2015 - March 2015
Job Banking Academy at River City Bank
Industry Financial Services
Experience
River City Bank July 2015 - Present
River City Bank July 2015 - September 2015
Morgan Stanley January 2015 - March 2015
One Stop Logistics February 2013 - August 2013
One Stop Logistics June 2012 - February 2013
Skills
Investments, Finance, Freight Transportation, PowerPoint, Microsoft Excel, Microsoft Office, Public Speaking, Social Media, Accounts Receivable, Accounts Payable, Transportation..., Transportation, Microsoft Word, Social Networking, Sales, Facebook, Event Planning, Social Media Marketing, Research, Leadership
Education
University of California, Davis 2013 — 2015
Bachelor of Arts (B.A.), Economics, 3.77 in economics and finance courses
The London School of Economics and Political Science (LSE)
Public Finance, Money and Banking
River City Bank July 2015 - Present
River City Bank July 2015 - September 2015
Morgan Stanley January 2015 - March 2015
One Stop Logistics February 2013 - August 2013
One Stop Logistics June 2012 - February 2013
Skills
Investments, Finance, Freight Transportation, PowerPoint, Microsoft Excel, Microsoft Office, Public Speaking, Social Media, Accounts Receivable, Accounts Payable, Transportation..., Transportation, Microsoft Word, Social Networking, Sales, Facebook, Event Planning, Social Media Marketing, Research, Leadership
Education
University of California, Davis 2013 — 2015
Bachelor of Arts (B.A.), Economics, 3.77 in economics and finance courses
The London School of Economics and Political Science (LSE)
Public Finance, Money and Banking
Daniel Jung's Morgan Stanley Experience July 2001 - November 2002
Job Director of Product UI/UX at Egnyte
Industry Information Technology and Services
Experience
Egnyte December 2009 - Present
Responsys April 2008 - December 2008
Lyris, Inc. December 2003 - April 2008
Morgan Stanley July 2001 - November 2002
Azerity February 2001 - July 2002
Wired Capital February 2000 - February 2001
Nady Systems February 1998 - September 2000
Skills
Leadership, Online Marketing, User Experience, Email Marketing, Interaction Design, User Experience Design, User Interface Design, Mobile Applications, Adobe Creative Suite, SEO, Web Design, Web Analytics, CSS, HTML, Scrum, Web 2.0, Product Management, Graphic Design, Subversion, Lead Generation, Creative Strategy, Photoshop, User Interface, Dreamweaver, Enterprise Software, Online Advertising, Web Applications, jQuery, Web Development, Management, E-commerce
Education
The Maryland Institute College of Art 1984 — 1989
BA
Egnyte December 2009 - Present
Responsys April 2008 - December 2008
Lyris, Inc. December 2003 - April 2008
Morgan Stanley July 2001 - November 2002
Azerity February 2001 - July 2002
Wired Capital February 2000 - February 2001
Nady Systems February 1998 - September 2000
Skills
Leadership, Online Marketing, User Experience, Email Marketing, Interaction Design, User Experience Design, User Interface Design, Mobile Applications, Adobe Creative Suite, SEO, Web Design, Web Analytics, CSS, HTML, Scrum, Web 2.0, Product Management, Graphic Design, Subversion, Lead Generation, Creative Strategy, Photoshop, User Interface, Dreamweaver, Enterprise Software, Online Advertising, Web Applications, jQuery, Web Development, Management, E-commerce
Education
The Maryland Institute College of Art 1984 — 1989
BA
David Rutter's Morgan Stanley Experience December 1992 - March 2008
Job Vice President at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase July 2008 - Present
Morgan Stanley December 1992 - March 2008
Skills
Management, Program Management, Integration, IT Strategy, CRM, Strategy, Global Custody, Project Planning, Outsourcing, Equities, Trading Systems, Leadership, Enterprise Software, Business Process..., Vendor Management, SDLC, Business Analysis, Financial Services, Risk Management, Fixed Income
Education
The London School of Economics and Political Science (LSE)
MSc
The University of Hull
BSc
JPMorgan Chase July 2008 - Present
Morgan Stanley December 1992 - March 2008
Skills
Management, Program Management, Integration, IT Strategy, CRM, Strategy, Global Custody, Project Planning, Outsourcing, Equities, Trading Systems, Leadership, Enterprise Software, Business Process..., Vendor Management, SDLC, Business Analysis, Financial Services, Risk Management, Fixed Income
Education
The London School of Economics and Political Science (LSE)
MSc
The University of Hull
BSc
James Morley's Morgan Stanley Experience May 2014 - November 2014
Job Managing Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan March 2015 - Present
Morgan Stanley May 2014 - November 2014
Morgan Stanley October 2011 - May 2014
Morgan Stanley February 2010 - November 2012
Morgan Stanley March 2009 - February 2010
Morgan Stanley January 2007 - March 2009
Deutsche Bank 2000 - 2006
Deutsche Bank, London 2000 - 2006
Merrill Lynch June 1996 - January 2000
Goldman Sachs 1994 - 1994
Skills
Derivatives, Options, Commodity, Financial Markets, Financial Services, Middle Office, Electronic Trading, FX Options, Back Office, Swaps, Prime Brokerage, Interest Rate..., Credit Derivatives
Education
London School of Economics and Political Science 1991 — 1993
Bsc, Economics
The King's School, Canterbury 1984 — 1989
J.P. Morgan March 2015 - Present
Morgan Stanley May 2014 - November 2014
Morgan Stanley October 2011 - May 2014
Morgan Stanley February 2010 - November 2012
Morgan Stanley March 2009 - February 2010
Morgan Stanley January 2007 - March 2009
Deutsche Bank 2000 - 2006
Deutsche Bank, London 2000 - 2006
Merrill Lynch June 1996 - January 2000
Goldman Sachs 1994 - 1994
Skills
Derivatives, Options, Commodity, Financial Markets, Financial Services, Middle Office, Electronic Trading, FX Options, Back Office, Swaps, Prime Brokerage, Interest Rate..., Credit Derivatives
Education
London School of Economics and Political Science 1991 — 1993
Bsc, Economics
The King's School, Canterbury 1984 — 1989
Renos Savvides's Morgan Stanley Experience August 2007 - May 2014
Job Vice President at Credit Suisse
Industry Capital Markets
Experience
Credit Suisse June 2014 - Present
Morgan Stanley August 2007 - May 2014
Morgan Stanley June 2002 - June 2005
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA
University of Pennsylvania - The Wharton School 1997 — 2001
BSc(Econ)
London School of Economics and Political Science 2000 — 2000
Shawnee High School
Credit Suisse June 2014 - Present
Morgan Stanley August 2007 - May 2014
Morgan Stanley June 2002 - June 2005
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA
University of Pennsylvania - The Wharton School 1997 — 2001
BSc(Econ)
London School of Economics and Political Science 2000 — 2000
Shawnee High School
Malinda Sigirige's Morgan Stanley Experience May 2008 - Present
Job SQA at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley May 2008 - Present
Compuware Coorporation Canada January 2005 - March 2008
Cryptologic Canada April 2004 - December 2004
Virtusa Pvt Limited August 2000 - April 2003
Skills
SDLC, Agile Methodologies, Software Quality..., Test Planning, Quality Center, Requirements Analysis, Scrum, Quality Assurance, Agile Project Management, Integration
Education
The Manchester Metropolitan University 1996 — 2000
Morgan Stanley May 2008 - Present
Compuware Coorporation Canada January 2005 - March 2008
Cryptologic Canada April 2004 - December 2004
Virtusa Pvt Limited August 2000 - April 2003
Skills
SDLC, Agile Methodologies, Software Quality..., Test Planning, Quality Center, Requirements Analysis, Scrum, Quality Assurance, Agile Project Management, Integration
Education
The Manchester Metropolitan University 1996 — 2000
Jonathan Parker's Morgan Stanley Experience August 2010 - March 2014
Job Director, Strategic Finance and Investor Relations at New Relic
Industry Computer Software
Experience
New Relic, Inc. March 2014 - Present
Morgan Stanley August 2010 - March 2014
Morgan Stanley June 2009 - August 2009
FLAG Capital Management August 2006 - July 2008
Banc of America Securities June 2004 - July 2006
Skills
Equity Research, Investments, Equities, Financial Modeling, Valuation, Enterprise Software, Technology, Software, SaaS, Financial Analysis, Investment Banking, Hedge Funds, Bloomberg, Asset Management, Corporate Finance, Mergers & Acquisitions, Analytics
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA, Accounting, Finance
Tufts University 2000 — 2004
BA, Economics
The London School of Economics and Political Science (LSE) 2002 — 2003
General Course, General Course program in Economics
Champlain Valley Union High School 1996 — 2000
New Relic, Inc. March 2014 - Present
Morgan Stanley August 2010 - March 2014
Morgan Stanley June 2009 - August 2009
FLAG Capital Management August 2006 - July 2008
Banc of America Securities June 2004 - July 2006
Skills
Equity Research, Investments, Equities, Financial Modeling, Valuation, Enterprise Software, Technology, Software, SaaS, Financial Analysis, Investment Banking, Hedge Funds, Bloomberg, Asset Management, Corporate Finance, Mergers & Acquisitions, Analytics
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA, Accounting, Finance
Tufts University 2000 — 2004
BA, Economics
The London School of Economics and Political Science (LSE) 2002 — 2003
General Course, General Course program in Economics
Champlain Valley Union High School 1996 — 2000
Jay Miller's Morgan Stanley Experience 2014 - Present
Job eDiscovery Attorney and Consultant
Industry Legal Services
Experience
Morgan Stanley 2014 - Present
Deloitte 2013 - 2014
Consilio (fomerly First Advantage Litigation Consulting) 2012 - 2013
Integreon 2010 - 2012
Self-Employed 2009 - 2010
Homemanageables, Inc. 2007 - 2009
Federal Trade Commission 2002 - 2007
Commodity Futures Trading Commission 1998 - 2002
Manatt, Phelps & Phillips, LLP 1996 - 1998
Adams, Duque & Hazeltine 1993 - 1996
Skills
Litigation, Litigation Support, Joint Ventures, New Business Development, Strategic Planning, Project Management, Team Management, Cross-functional Team..., eDiscovery, Data Management, Marketing Strategy, Document Review, Legal Project Management, Trial Practice, Business Development, Strategic Partnerships, Start-ups, Management, Leadership, Legal Writing, Corporate Law, Business Strategy, Commercial Litigation, Privacy Law
Education
University of California, Los Angeles - School of Law 1990 — 1993
JD, Law
University of Michigan 1986 — 1990
BA, with Highest Distinction, Political Science
London School of Economics and Political Science 1988 — 1989
General Studies, Government
Morgan Stanley 2014 - Present
Deloitte 2013 - 2014
Consilio (fomerly First Advantage Litigation Consulting) 2012 - 2013
Integreon 2010 - 2012
Self-Employed 2009 - 2010
Homemanageables, Inc. 2007 - 2009
Federal Trade Commission 2002 - 2007
Commodity Futures Trading Commission 1998 - 2002
Manatt, Phelps & Phillips, LLP 1996 - 1998
Adams, Duque & Hazeltine 1993 - 1996
Skills
Litigation, Litigation Support, Joint Ventures, New Business Development, Strategic Planning, Project Management, Team Management, Cross-functional Team..., eDiscovery, Data Management, Marketing Strategy, Document Review, Legal Project Management, Trial Practice, Business Development, Strategic Partnerships, Start-ups, Management, Leadership, Legal Writing, Corporate Law, Business Strategy, Commercial Litigation, Privacy Law
Education
University of California, Los Angeles - School of Law 1990 — 1993
JD, Law
University of Michigan 1986 — 1990
BA, with Highest Distinction, Political Science
London School of Economics and Political Science 1988 — 1989
General Studies, Government
Judyth Stavans's Morgan Stanley Experience January 2007 - December 2012
Job Vice President at an investment manager
Industry Financial Services
Experience
an investment manager January 2013 - Present
Morgan Stanley January 2007 - December 2012
Paramount Pictures April 1986 - June 2006
Skills
Disaster Recovery, Vendor Management, Business Analysis, SDLC, Microsoft Office, Databases, Project Management, Microsoft Excel, Program Management, Business Intelligence, Customer Service, Software Documentation, SharePoint, IT Management, Visio, Process Improvement, Data Analysis, System Administration
Education
Andrew Warde
The Maryland Institute College of Art
BFA, Ceramics
an investment manager January 2013 - Present
Morgan Stanley January 2007 - December 2012
Paramount Pictures April 1986 - June 2006
Skills
Disaster Recovery, Vendor Management, Business Analysis, SDLC, Microsoft Office, Databases, Project Management, Microsoft Excel, Program Management, Business Intelligence, Customer Service, Software Documentation, SharePoint, IT Management, Visio, Process Improvement, Data Analysis, System Administration
Education
Andrew Warde
The Maryland Institute College of Art
BFA, Ceramics
Sven Sandow's Morgan Stanley Experience 2013 - Present
Job Managing Director, Head of Credit Capital and Ratings Analytics at Morgan Stanley
Industry Banking
Experience
Morgan Stanley 2013 - Present
Morgan Stanley 2009 - Present
Merrill Lynch 2006 - 2009
Standard & Poor's 2002 - 2006
Lord, Abbett & Co. 1999 - 2002
TechHackers 1997 - 1999
Skills
Fixed Income, Financial Modeling, Derivatives, Capital Markets, Quantitative Finance, Financial Services, Credit Derivatives, Credit Risk, Risk Management, Investments, Machine Learning, Investment Banking, Equities, Financial Risk, Analytics, Asset Allocation, Credit, Market Risk, Portfolio Management, CCAR
Education
The Martin Luther University of Halle-Wittenberg 1985 — 1993
Ph.D., Physics
Morgan Stanley 2013 - Present
Morgan Stanley 2009 - Present
Merrill Lynch 2006 - 2009
Standard & Poor's 2002 - 2006
Lord, Abbett & Co. 1999 - 2002
TechHackers 1997 - 1999
Skills
Fixed Income, Financial Modeling, Derivatives, Capital Markets, Quantitative Finance, Financial Services, Credit Derivatives, Credit Risk, Risk Management, Investments, Machine Learning, Investment Banking, Equities, Financial Risk, Analytics, Asset Allocation, Credit, Market Risk, Portfolio Management, CCAR
Education
The Martin Luther University of Halle-Wittenberg 1985 — 1993
Ph.D., Physics
Greg Kern's Morgan Stanley Experience 2000 - 2006
Job High Yield / Leveraged Loan Research Analyst
Industry Investment Management
Experience
Hartford Investment Management February 2010 - Present
Penn Capital Management June 2008 - August 2008
Morgan Stanley 2000 - 2006
Skills
High Yield, Leveraged Finance, Equities, Portfolio Management, Asset Management, Credit, Equity Research, Loans, Factset, Fixed Income, Bloomberg, Bloomberg Terminal, Valuation, Financial Modeling, Investments, Value Investing, Relative Value, Financial Analysis, LBO, Fundamental Research, Credit Risk, Capital Structure, Equity Valuation, DCF, Industry Analysis, Debt, Bonds, Industrials, Buy-side
Education
Yale University - Yale School of Management 2007 — 2009
MBA, Investment Management
Trinity College 1996 — 2000
B.A., Economics
London School of Economics and Political Science 1998 — 1998
Study Abroad
Buckingham Browne & Nichols
High School
Hartford Investment Management February 2010 - Present
Penn Capital Management June 2008 - August 2008
Morgan Stanley 2000 - 2006
Skills
High Yield, Leveraged Finance, Equities, Portfolio Management, Asset Management, Credit, Equity Research, Loans, Factset, Fixed Income, Bloomberg, Bloomberg Terminal, Valuation, Financial Modeling, Investments, Value Investing, Relative Value, Financial Analysis, LBO, Fundamental Research, Credit Risk, Capital Structure, Equity Valuation, DCF, Industry Analysis, Debt, Bonds, Industrials, Buy-side
Education
Yale University - Yale School of Management 2007 — 2009
MBA, Investment Management
Trinity College 1996 — 2000
B.A., Economics
London School of Economics and Political Science 1998 — 1998
Study Abroad
Buckingham Browne & Nichols
High School
Klein Michael's Morgan Stanley Experience 1992 - 1997
Job Triton
Industry Investment Management
Experience
Triton January 1999 - Present
Alchemy Partners LLP 1997 - 1999
Morgan Stanley 1992 - 1997
Education
LSE
UWC
Triton January 1999 - Present
Alchemy Partners LLP 1997 - 1999
Morgan Stanley 1992 - 1997
Education
LSE
UWC
James Battmer's Morgan Stanley Experience 2002 - 2004
Job Chief Economist & Lead Portfolio Manager at Bukaty Companies
Industry Investment Management
Experience
Bukaty Companies February 2010 - Present
UMB April 2004 - September 2008
Morgan Stanley 2002 - 2004
Skills
Wealth Management, Securities, Fixed Income, Bloomberg, Retirement Planning, Equities, Alternative Investments, Asset Allocation, Portfolio Management, Risk Management, Bonds, Investment Strategies
Education
The London School of Economics and Political Science (LSE)
Masters, Economics and Economic History
Bukaty Companies February 2010 - Present
UMB April 2004 - September 2008
Morgan Stanley 2002 - 2004
Skills
Wealth Management, Securities, Fixed Income, Bloomberg, Retirement Planning, Equities, Alternative Investments, Asset Allocation, Portfolio Management, Risk Management, Bonds, Investment Strategies
Education
The London School of Economics and Political Science (LSE)
Masters, Economics and Economic History
Odaira Noritsugu's Morgan Stanley Experience November 2013 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2013 - Present
Morgan Stanley January 2012 - November 2013
Morgan Stanley December 2007 - December 2011
Morgan Stanley March 2006 - December 2007
Japan Bank for International Cooperation August 2004 - February 2006
Education
Johns Hopkins University, School of Advanced International Studies, The Bologna Center 2003 — 2004
MIPP, International Relations
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2003 — 2004
MIPP, International Relations
The University of Tokyo 1994 — 1999
BA, Public Law
Morgan Stanley November 2013 - Present
Morgan Stanley January 2012 - November 2013
Morgan Stanley December 2007 - December 2011
Morgan Stanley March 2006 - December 2007
Japan Bank for International Cooperation August 2004 - February 2006
Education
Johns Hopkins University, School of Advanced International Studies, The Bologna Center 2003 — 2004
MIPP, International Relations
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2003 — 2004
MIPP, International Relations
The University of Tokyo 1994 — 1999
BA, Public Law
Evette Evans Caze's Morgan Stanley Experience 2001 - 2001
Job Director at Fitch Ratings
Industry Financial Services
Experience
Fitch Ratings February 2011 - Present
Ambac November 2010 - June 2011
SEI February 2010 - November 2010
TD Asset Management June 2009 - December 2009
FGIC June 2006 - December 2008
Radian Asset Assurance 2004 - 2006
Moody's Investors Service 2001 - 2004
Morgan Stanley 2001 - 2001
Skills
Bloomberg, Bonds, Credit, Credit Analysis, Financial Modeling, Fixed Income
Education
The New School 2003 — 2006
MS, Urban Policy
New York University - Leonard N. Stern School of Business 1996 — 2000
BS, Finance
Merion Mercy Academy
Fitch Ratings February 2011 - Present
Ambac November 2010 - June 2011
SEI February 2010 - November 2010
TD Asset Management June 2009 - December 2009
FGIC June 2006 - December 2008
Radian Asset Assurance 2004 - 2006
Moody's Investors Service 2001 - 2004
Morgan Stanley 2001 - 2001
Skills
Bloomberg, Bonds, Credit, Credit Analysis, Financial Modeling, Fixed Income
Education
The New School 2003 — 2006
MS, Urban Policy
New York University - Leonard N. Stern School of Business 1996 — 2000
BS, Finance
Merion Mercy Academy
Sean Carey, CRPC's Morgan Stanley Experience July 1997 - November 2002
Job Vice President, Strategic Account Manager at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds August 2010 - Present
OppenheimerFunds February 2003 - July 2010
Raymond James Financial November 2002 - February 2003
Morgan Stanley July 1997 - November 2002
PaineWebber March 1995 - July 1997
Skills
Series 7, Series 63, Mutual Funds, Separately Managed..., Asset Allocation, 401k, Alternative Investments, Series 65, Investments, Retirement Planning, Retirement, Fixed Income, Wealth Management, Financial Advisory, Equities
Education
University of North Carolina at Chapel Hill 1990 — 1994
BA, Economics/Business
The London School of Economics and Political Science (LSE) 1993 — 1993
Economics
OppenheimerFunds August 2010 - Present
OppenheimerFunds February 2003 - July 2010
Raymond James Financial November 2002 - February 2003
Morgan Stanley July 1997 - November 2002
PaineWebber March 1995 - July 1997
Skills
Series 7, Series 63, Mutual Funds, Separately Managed..., Asset Allocation, 401k, Alternative Investments, Series 65, Investments, Retirement Planning, Retirement, Fixed Income, Wealth Management, Financial Advisory, Equities
Education
University of North Carolina at Chapel Hill 1990 — 1994
BA, Economics/Business
The London School of Economics and Political Science (LSE) 1993 — 1993
Economics
Yuliya Gosnell's Morgan Stanley Experience February 2009 - December 2014
Job The Johns Hopkins University, School of Advanced International Studies (SAIS) M.A. Candidate, 2016
Industry International Trade and Development
Experience
Overseas Private Investment Corporation June 2015 - Present
Total Impact Capital May 2015 - Present
Morgan Stanley February 2009 - December 2014
Provident Bank 2005 - 2009
Carroll Community College 2004 - 2006
Freelancer 2003 - 2006
Skills
International..., International Relations, International Finance, International Trade, Political Risk Analysis, Market Risk, International Finance..., Financial Inclusion, Macroeconomics, Private equity, Corporate Finance, Energy, Environment, Solar Energy, Wind Energy, Electricity, Russian, English, German, Interpreting, Language Teaching, Microsoft Excel, Research, Teaching, Management, Policy Analysis, Policy, Public Speaking, Microsoft Office, Intercultural..., Financial Analysis, Project Management, Nonprofits, Strategic Planning
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2014 — 2016
Candidate for M.A in International Relations and Economics, Concentration: International Development and Finance
Towson University 2007 — 2008
Bachelor of Science, Business Administration major with Economics and International Business concentrations, Summa Cum Laude
The Scholar Ship
International Business and Communication Learning Circle
Overseas Private Investment Corporation June 2015 - Present
Total Impact Capital May 2015 - Present
Morgan Stanley February 2009 - December 2014
Provident Bank 2005 - 2009
Carroll Community College 2004 - 2006
Freelancer 2003 - 2006
Skills
International..., International Relations, International Finance, International Trade, Political Risk Analysis, Market Risk, International Finance..., Financial Inclusion, Macroeconomics, Private equity, Corporate Finance, Energy, Environment, Solar Energy, Wind Energy, Electricity, Russian, English, German, Interpreting, Language Teaching, Microsoft Excel, Research, Teaching, Management, Policy Analysis, Policy, Public Speaking, Microsoft Office, Intercultural..., Financial Analysis, Project Management, Nonprofits, Strategic Planning
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2014 — 2016
Candidate for M.A in International Relations and Economics, Concentration: International Development and Finance
Towson University 2007 — 2008
Bachelor of Science, Business Administration major with Economics and International Business concentrations, Summa Cum Laude
The Scholar Ship
International Business and Communication Learning Circle
Jeannie Rhee's Morgan Stanley Experience May 2010 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2010 - Present
Citi June 2007 - May 2010
Deloitte Consulting March 2004 - January 2007
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2001 — 2003
M.A., International Relations
The University of Chicago 2000 — 2003
MBA
Morgan Stanley May 2010 - Present
Citi June 2007 - May 2010
Deloitte Consulting March 2004 - January 2007
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2001 — 2003
M.A., International Relations
The University of Chicago 2000 — 2003
MBA
Natalie Devonish-Hanes's Morgan Stanley Experience December 2010 - Present
Job Senior Customer Service Representative at Morgan Stanley
Industry Hospital & Health Care
Experience
Morgan Stanley December 2010 - Present
State Teachers Retirement System September 1997 - June 2010
STRS Ohio June 1998 - June 2004
STRS Ohio January 1997 - January 1998
Nationwide Insurance January 1995 - January 1997
Skills
Healthcare, Medicare, Customer Service, Long-term Care, Microsoft Office, Process Improvement, Strategic Planning, Outlook, Business Analysis, Microsoft Excel, Software Documentation, Training, PowerPoint, Insurance, Access, Relationship Management, Microsoft Word, Budgets, Research, Coaching, Leadership, Management, System Administration
Education
The Ohio State University 1988 — 1994
B.A, Telecommunication
University of Wisconsin-Milwaukee
MLIS
Morgan Stanley December 2010 - Present
State Teachers Retirement System September 1997 - June 2010
STRS Ohio June 1998 - June 2004
STRS Ohio January 1997 - January 1998
Nationwide Insurance January 1995 - January 1997
Skills
Healthcare, Medicare, Customer Service, Long-term Care, Microsoft Office, Process Improvement, Strategic Planning, Outlook, Business Analysis, Microsoft Excel, Software Documentation, Training, PowerPoint, Insurance, Access, Relationship Management, Microsoft Word, Budgets, Research, Coaching, Leadership, Management, System Administration
Education
The Ohio State University 1988 — 1994
B.A, Telecommunication
University of Wisconsin-Milwaukee
MLIS
Trevor Bruner's Morgan Stanley Experience January 2008 - October 2010
Job Product Manager at Tasktop Technologies
Industry Computer Software
Experience
Tasktop Technologies July 2014 - Present
ClearBlade January 2013 - June 2014
University of Oklahoma August 2011 - December 2012
AT&T May 2012 - July 2012
Merrill Lynch October 2010 - August 2011
Morgan Stanley January 2008 - October 2010
ExxonMobil January 2006 - January 2008
United States Navy June 1998 - September 2005
Skills
Energy, Strategic Planning, Petroleum, Microsoft Office, Analysis, Public Speaking, Financial Modeling, Risk Management, Microsoft Excel, Project Management, Budgets, Valuation, Financial Analysis, Operations Management, Finance, Business Intelligence, Leadership, Business Development, New Business Development, Management
Education
London School of Economics and Political Science 2012 — 2012
University of Oklahoma - Price College of Business 2011 — 2012
Masters of Business Adminstration
University of Oklahoma 1993 — 1998
B.S., Petroleum Engineering
Edmond Memorial 1989 — 1993
Tasktop Technologies July 2014 - Present
ClearBlade January 2013 - June 2014
University of Oklahoma August 2011 - December 2012
AT&T May 2012 - July 2012
Merrill Lynch October 2010 - August 2011
Morgan Stanley January 2008 - October 2010
ExxonMobil January 2006 - January 2008
United States Navy June 1998 - September 2005
Skills
Energy, Strategic Planning, Petroleum, Microsoft Office, Analysis, Public Speaking, Financial Modeling, Risk Management, Microsoft Excel, Project Management, Budgets, Valuation, Financial Analysis, Operations Management, Finance, Business Intelligence, Leadership, Business Development, New Business Development, Management
Education
London School of Economics and Political Science 2012 — 2012
University of Oklahoma - Price College of Business 2011 — 2012
Masters of Business Adminstration
University of Oklahoma 1993 — 1998
B.S., Petroleum Engineering
Edmond Memorial 1989 — 1993
Eriko Togo's Morgan Stanley Experience September 1987 - September 1991
Job Senior Financial Sector Expert at IMF
Industry Public Policy
Experience
IMF August 2012 - Present
World Bank June 2009 - August 2012
World Bank Treasury June 2000 - June 2009
World Bank May 1998 - May 2000
Morgan Stanley September 1987 - September 1991
Education
CFA
The London School of Economics and Political Science (LSE) 1994 — 1998
PhD, MSc, Development Economics, Economics
IMF August 2012 - Present
World Bank June 2009 - August 2012
World Bank Treasury June 2000 - June 2009
World Bank May 1998 - May 2000
Morgan Stanley September 1987 - September 1991
Education
CFA
The London School of Economics and Political Science (LSE) 1994 — 1998
PhD, MSc, Development Economics, Economics
Russell B. Snow's Morgan Stanley Experience June 2012 - April 2013
Job Global Head Derivative Operations at Aegon
Industry Investment Management
Experience
Aegon October 2014 - Present
AEGON Americas April 2013 - Present
Morgan Stanley June 2012 - April 2013
Goldman Sachs February 2011 - May 2012
markitserv December 2009 - February 2011
Bridgewater Associates 2008 - 2009
Citigroup 2001 - 2008
Skills
Derivatives, Middle Office, Trading, Prime Brokerage, Credit Derivatives, Fixed Income, Swaps, Interest Rate..., Equities, Capital Markets, Back Office, Hedge Funds, Trading Systems, FX Options, Electronic Trading, Bloomberg, Options, Investment Banking, Bonds, Operations Management, Derivatives Trading, Rates, Valuation, Credit, Settlement, Structured Products, Financial Markets, Collateral Management, CDS, Market Risk, Securities, Market Data, Portfolio Management, Financial Services, Asset Management, Management, Relationship Management, Investments
Education
London School of Economics and Political Science 1995 — 1997
Marketing
Aegon October 2014 - Present
AEGON Americas April 2013 - Present
Morgan Stanley June 2012 - April 2013
Goldman Sachs February 2011 - May 2012
markitserv December 2009 - February 2011
Bridgewater Associates 2008 - 2009
Citigroup 2001 - 2008
Skills
Derivatives, Middle Office, Trading, Prime Brokerage, Credit Derivatives, Fixed Income, Swaps, Interest Rate..., Equities, Capital Markets, Back Office, Hedge Funds, Trading Systems, FX Options, Electronic Trading, Bloomberg, Options, Investment Banking, Bonds, Operations Management, Derivatives Trading, Rates, Valuation, Credit, Settlement, Structured Products, Financial Markets, Collateral Management, CDS, Market Risk, Securities, Market Data, Portfolio Management, Financial Services, Asset Management, Management, Relationship Management, Investments
Education
London School of Economics and Political Science 1995 — 1997
Marketing
Thomas Goodrich's Morgan Stanley Experience 1991 - 1997
Job Administrator at the New Mexico Music Commission, New Mexico Arts, Department of Cultural Affairs
Industry Music
Experience
Self-Employed 1985 - Present
Music From Angel Fire August 2013 - Present
New Mexico Music Commission - New Mexico Arts, Department of Cultural Affairs February 2015 - Present
Denver School of the Arts 2011 - 2013
Albuquerque Youth Symphony Program 2004 - 2011
Albuquerque Public Schools 2003 - 2011
Santa Fe Symphony 2004 - 2008
The Menaul School 2002 - 2003
CNM 1998 - 2002
Morgan Stanley 1991 - 1997
Skills
Orchestral Music, Conducting, Musicians, Classical, Music, Piano, Violin, Viola, Chamber Music, Music Education, Band, Choral, Composition, Singing, Teaching, Keyboards, Symphony, Music Theory, Pianist, Musical Theatre, Pedagogy, Choral Conducting, Festivals, Ensemble, Theatre, Orchestration, Marching, Finale, Lessons, Dance, Music History, Cello, Accompaniment, Vocal Coaching, Jazz, Sibelius, Sight Reading, Concert Band, Contemporary Music, Music Performance, Ear Training, Performing Arts, Music Industry, Music Production, Arts Administration, Concerts
Education
The Mannes College of Music 1987 — 1990
MM, Viola Performance
The Ohio State University 1980 — 1985
BME, Music Education
Self-Employed 1985 - Present
Music From Angel Fire August 2013 - Present
New Mexico Music Commission - New Mexico Arts, Department of Cultural Affairs February 2015 - Present
Denver School of the Arts 2011 - 2013
Albuquerque Youth Symphony Program 2004 - 2011
Albuquerque Public Schools 2003 - 2011
Santa Fe Symphony 2004 - 2008
The Menaul School 2002 - 2003
CNM 1998 - 2002
Morgan Stanley 1991 - 1997
Skills
Orchestral Music, Conducting, Musicians, Classical, Music, Piano, Violin, Viola, Chamber Music, Music Education, Band, Choral, Composition, Singing, Teaching, Keyboards, Symphony, Music Theory, Pianist, Musical Theatre, Pedagogy, Choral Conducting, Festivals, Ensemble, Theatre, Orchestration, Marching, Finale, Lessons, Dance, Music History, Cello, Accompaniment, Vocal Coaching, Jazz, Sibelius, Sight Reading, Concert Band, Contemporary Music, Music Performance, Ear Training, Performing Arts, Music Industry, Music Production, Arts Administration, Concerts
Education
The Mannes College of Music 1987 — 1990
MM, Viola Performance
The Ohio State University 1980 — 1985
BME, Music Education
Gabriel de Kock's Morgan Stanley Experience November 2010 - March 2014
Job Executive Director at JPMorgan
Industry Financial Services
Experience
JPMorgan Chase March 2014 - Present
Morgan Stanley November 2010 - March 2014
JP Morgan Chase March 2008 - November 2010
Citigroup 1999 - 2008
Federal Reserve Bank of New York 1988 - 1996
Skills
Fixed Income, Econometrics, Macroeconomics, Monetary Policy, FX Options, Financial Markets, Derivatives, Economics, Foreign Exchange, Portfolio Management, Bloomberg, Hedge Funds, Capital Markets, Equities, Securities, Emerging Markets
Education
The London School of Economics and Political Science (LSE)
Master's Degree, Economics
Yale University
PhD, Economics
JPMorgan Chase March 2014 - Present
Morgan Stanley November 2010 - March 2014
JP Morgan Chase March 2008 - November 2010
Citigroup 1999 - 2008
Federal Reserve Bank of New York 1988 - 1996
Skills
Fixed Income, Econometrics, Macroeconomics, Monetary Policy, FX Options, Financial Markets, Derivatives, Economics, Foreign Exchange, Portfolio Management, Bloomberg, Hedge Funds, Capital Markets, Equities, Securities, Emerging Markets
Education
The London School of Economics and Political Science (LSE)
Master's Degree, Economics
Yale University
PhD, Economics
Nabila (Nazhat) Quraishi's Morgan Stanley Experience July 1992 - April 1993
Job Sales Associate
Industry Real Estate
Experience
Coldwell Banker Preferred December 2009 - Present
Ideal Spice Corporation April 2008 - November 2011
Morgan Stanley July 1992 - April 1993
IMS Health September 1991 - June 1992
Skills
Property Management, Residential Homes, Relocation, Listings, Buyer Representation, Single Family Homes, Seller Representation, Real Estate, Investors, Sellers, New Home Sales, First Time Home Buyers, Foreclosures
Education
The London School of Economics and Political Science (LSE) 1991 — 1992
MSc, Management of Information Studies
London School of Economics and Political Science 1988 — 1991
BSc Economics, International Trade and Development
Coldwell Banker Preferred December 2009 - Present
Ideal Spice Corporation April 2008 - November 2011
Morgan Stanley July 1992 - April 1993
IMS Health September 1991 - June 1992
Skills
Property Management, Residential Homes, Relocation, Listings, Buyer Representation, Single Family Homes, Seller Representation, Real Estate, Investors, Sellers, New Home Sales, First Time Home Buyers, Foreclosures
Education
The London School of Economics and Political Science (LSE) 1991 — 1992
MSc, Management of Information Studies
London School of Economics and Political Science 1988 — 1991
BSc Economics, International Trade and Development
Loren DeLand Davis's Morgan Stanley Experience September 2007 - October 2008
Job New York City Leader at visit.org
Industry Writing and Editing
Experience
visit.org November 2014 - Present
Akin Gump Strauss Hauer & Feld LLP July 2011 - August 2012
Hunter Roberts January 2009 - July 2011
Morgan Stanley September 2007 - October 2008
Skills
Event Planning, Technical Writing, Start-ups, Recruiting, Social Media, Copy Editing, Creative Writing, Marketing Communications, Nonprofits, Event Management
Education
The New School 2013 — 2015
Master of Fine Arts (M.F.A.), Creative Writing
Trinity College-Hartford 2003 — 2007
B.A., English
visit.org November 2014 - Present
Akin Gump Strauss Hauer & Feld LLP July 2011 - August 2012
Hunter Roberts January 2009 - July 2011
Morgan Stanley September 2007 - October 2008
Skills
Event Planning, Technical Writing, Start-ups, Recruiting, Social Media, Copy Editing, Creative Writing, Marketing Communications, Nonprofits, Event Management
Education
The New School 2013 — 2015
Master of Fine Arts (M.F.A.), Creative Writing
Trinity College-Hartford 2003 — 2007
B.A., English
Rob O'Dwyer's Morgan Stanley Experience January 2014 - Present
Job Equity Sales at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley January 2014 - Present
Morgan Stanley January 2011 - January 2014
Morgan Stanley July 2006 - January 2011
Intel Ireland Ltd., Capital Finance July 2004 - September 2005
Skills
Investment Banking, Hedge Funds, Trading, Equities, Financial Modeling, Valuation, Financial Analysis, Capital Structure, Corporate Finance, Derivatives, Mergers, Hedging, Credit, Business Valuation, Business Analysis, Finance, Bonds, Credit Derivatives, Capital Markets, Bloomberg, Equity Research
Education
The London School of Economics and Political Science (LSE) 2005 — 2006
MSc, Accounting and Finance
University College Dublin 2001 — 2004
B.Comm, Banking and Finance
St.Conleths 1995 — 2001
Morgan Stanley January 2014 - Present
Morgan Stanley January 2011 - January 2014
Morgan Stanley July 2006 - January 2011
Intel Ireland Ltd., Capital Finance July 2004 - September 2005
Skills
Investment Banking, Hedge Funds, Trading, Equities, Financial Modeling, Valuation, Financial Analysis, Capital Structure, Corporate Finance, Derivatives, Mergers, Hedging, Credit, Business Valuation, Business Analysis, Finance, Bonds, Credit Derivatives, Capital Markets, Bloomberg, Equity Research
Education
The London School of Economics and Political Science (LSE) 2005 — 2006
MSc, Accounting and Finance
University College Dublin 2001 — 2004
B.Comm, Banking and Finance
St.Conleths 1995 — 2001
Chandni Shah's Morgan Stanley Experience March 2009 - December 2009
Job Cross Brand Strategy, Studio Distribution at The Walt Disney Company
Industry Marketing and Advertising
Experience
The Walt Disney Studios May 2012 - Present
Disney Consumer Products October 2010 - April 2012
Disney ABC Television Group January 2010 - June 2010
UC Irvine School of Social Sciences September 2009 - June 2010
Morgan Stanley March 2009 - December 2009
Athalye Consulting Inc. June 2008 - September 2008
California State Senate June 2007 - September 2007
Skills
Marketing Strategy, Product Management, Brand Development, Business Development, Integrated Marketing, Strategy, Online Marketing, Strategic Partnerships, Digital Strategy, Online Advertising, Advertising, Email Marketing, Microsoft Excel
Education
University of California, Irvine 2007 — 2010
Business Economics B.A., Political Science B.A.; Minor in Business Management
London School of Economics and Political Science, U. of London
Management - International Business
University of Cambridge
Economics, Political Science
Cerritos High School
The Walt Disney Studios May 2012 - Present
Disney Consumer Products October 2010 - April 2012
Disney ABC Television Group January 2010 - June 2010
UC Irvine School of Social Sciences September 2009 - June 2010
Morgan Stanley March 2009 - December 2009
Athalye Consulting Inc. June 2008 - September 2008
California State Senate June 2007 - September 2007
Skills
Marketing Strategy, Product Management, Brand Development, Business Development, Integrated Marketing, Strategy, Online Marketing, Strategic Partnerships, Digital Strategy, Online Advertising, Advertising, Email Marketing, Microsoft Excel
Education
University of California, Irvine 2007 — 2010
Business Economics B.A., Political Science B.A.; Minor in Business Management
London School of Economics and Political Science, U. of London
Management - International Business
University of Cambridge
Economics, Political Science
Cerritos High School
Richard Bennett's Morgan Stanley Experience April 2014 - Present
Job Head of Business Operations for Morgan Stanley's Private Equity, Real Estate & Infrastructure funds
Industry Investment Management
Experience
Morgan Stanley April 2014 - Present
Morgan Stanley 2007 - April 2014
Morgan Stanley 2004 - 2007
Gibson, Dunn & Crutcher LLP 2000 - 2004
Norton Rose 1997 - 2000
Sinclair Roche & Temperley 1995 - 1997
Skills
Legal Compliance, Regulatory Requirements, Corporate Governance, People Management, Portfolio Management, Private Equity, Operations Management, Asset Management, Real Estate, Mergers, Joint Ventures, Corporate Law, Restructuring, Risk Management, Mergers & Acquisitions, Financial Structuring, Compliance, Contract Negotiation, Investor Relations, Due Diligence, Private equity
Education
The College of Law, London 1993 — 1995
Diploma in Law, CPE & Legal Practice Course, Law
London School of Economics and Political Science 1989 — 1993
BSc (Hons), Economics (2:1)
Morgan Stanley April 2014 - Present
Morgan Stanley 2007 - April 2014
Morgan Stanley 2004 - 2007
Gibson, Dunn & Crutcher LLP 2000 - 2004
Norton Rose 1997 - 2000
Sinclair Roche & Temperley 1995 - 1997
Skills
Legal Compliance, Regulatory Requirements, Corporate Governance, People Management, Portfolio Management, Private Equity, Operations Management, Asset Management, Real Estate, Mergers, Joint Ventures, Corporate Law, Restructuring, Risk Management, Mergers & Acquisitions, Financial Structuring, Compliance, Contract Negotiation, Investor Relations, Due Diligence, Private equity
Education
The College of Law, London 1993 — 1995
Diploma in Law, CPE & Legal Practice Course, Law
London School of Economics and Political Science 1989 — 1993
BSc (Hons), Economics (2:1)
John McMillin's Morgan Stanley Experience June 2000 - March 2001
Job CFO / General Counsel
Industry Wholesale
Experience
Cal-State Auto Parts, Inc. April 2007 - Present
The Law Office of John F. McMillin December 2005 - Present
BISYS March 2001 - August 2002
Morgan Stanley June 2000 - March 2001
Skills
Investments, Risk Management, Due Diligence, Contract Negotiation, Mergers & Acquisitions, Finance, Mergers
Education
The Ohio State University Moritz College of Law 2002 — 2005
JD
The Ohio State University 1995 — 2000
BSBA
Cal-State Auto Parts, Inc. April 2007 - Present
The Law Office of John F. McMillin December 2005 - Present
BISYS March 2001 - August 2002
Morgan Stanley June 2000 - March 2001
Skills
Investments, Risk Management, Due Diligence, Contract Negotiation, Mergers & Acquisitions, Finance, Mergers
Education
The Ohio State University Moritz College of Law 2002 — 2005
JD
The Ohio State University 1995 — 2000
BSBA
Huan (lilly) Song's Morgan Stanley Experience June 2003 - June 2004
Job CFO of Bytegroup
Industry Banking
Experience
Byte Group 2011 - 2011
KPMG Consulting March 2006 - March 2008
Morgan Stanley June 2003 - June 2004
Skills
Mergers & Acquisitions, Finance, Derivatives
Education
University of Notre Dame - Mendoza College of Business 2009 — 2011
London School of Economics and Political Science
Washington and Lee University
Tripple major in Accounting Mathematics and Economics
glen bard east
Byte Group 2011 - 2011
KPMG Consulting March 2006 - March 2008
Morgan Stanley June 2003 - June 2004
Skills
Mergers & Acquisitions, Finance, Derivatives
Education
University of Notre Dame - Mendoza College of Business 2009 — 2011
London School of Economics and Political Science
Washington and Lee University
Tripple major in Accounting Mathematics and Economics
glen bard east
Dale You's Morgan Stanley Experience 2003 - 2006
Job Senior Director at Tishman Speyer
Industry Real Estate
Experience
Tishman Speyer December 2010 - Present
Tishman Speyer March 2008 - December 2010
D. B. Zwirn & Co. 2006 - 2008
Morgan Stanley 2003 - 2006
Chubb Insurance 2002 - 2003
Chubb Insurance 2002 - 2003
Education
The London School of Economics and Political Science (LSE)
Wellesley College
Tishman Speyer December 2010 - Present
Tishman Speyer March 2008 - December 2010
D. B. Zwirn & Co. 2006 - 2008
Morgan Stanley 2003 - 2006
Chubb Insurance 2002 - 2003
Chubb Insurance 2002 - 2003
Education
The London School of Economics and Political Science (LSE)
Wellesley College
Frank Michael DiPascali's Morgan Stanley Experience January 2011 - January 2013
Job Business Manager at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2014 - Present
Morgan Stanley Wealth Management January 2013 - June 2014
Morgan Stanley January 2011 - January 2013
Skills
Leadership Development, Project Management, Risk Management, Management, Microsoft Excel, Financial Services, Asset Based Lending, PowerPoint, Securities Lending, Data Analysis, Social Media, Financial Analysis, Loan Origination, Access, SharePoint, Financial Markets, Economics, Presentation Design, Writing, Editing, Problem Solving, Outlook, Social Networking, Analytical Reasoning, Interpersonal..., WordPress, Social Innovation, Integrity, Social Media Marketing, Content Management, Content Writing, Instagram, Finance, Leadership, Analysis, Financial Modeling
Education
Villanova University 2007 — 2010
Bachelor of Arts (B.A.), Economics
London School of Economics and Political Science 2008 — 2008
Economics - E-Business in the Digital Age
Morgan Stanley Wealth Management June 2014 - Present
Morgan Stanley Wealth Management January 2013 - June 2014
Morgan Stanley January 2011 - January 2013
Skills
Leadership Development, Project Management, Risk Management, Management, Microsoft Excel, Financial Services, Asset Based Lending, PowerPoint, Securities Lending, Data Analysis, Social Media, Financial Analysis, Loan Origination, Access, SharePoint, Financial Markets, Economics, Presentation Design, Writing, Editing, Problem Solving, Outlook, Social Networking, Analytical Reasoning, Interpersonal..., WordPress, Social Innovation, Integrity, Social Media Marketing, Content Management, Content Writing, Instagram, Finance, Leadership, Analysis, Financial Modeling
Education
Villanova University 2007 — 2010
Bachelor of Arts (B.A.), Economics
London School of Economics and Political Science 2008 — 2008
Economics - E-Business in the Digital Age
Juliet Agranoff's Morgan Stanley Experience 1994 - 2003
Job Human Strategist & Talent Mogul Be an owner. Be a leader. Be yourself.
Industry Pharmaceuticals
Experience
The Medicines Company January 2012 - Present
The Medicines Company February 2010 - December 2011
Wyeth May 2008 - October 2009
General Electric 2008 - 2008
General Electric 2005 - 2007
Avon Cosmetics January 2004 - August 2005
Morgan Stanley 1994 - 2003
Skills
Deferred Compensation, Employee Engagement, Succession Planning, Talent Management, Performance Management, Strategy, Talent Acquisition, Leadership, Personnel Management, Human Resources, Employee Relations, Workforce Planning, Change Management, Management, Onboarding
Education
New School University
MS, Human Resources Management
University of Delaware
BS, Economics
The Medicines Company January 2012 - Present
The Medicines Company February 2010 - December 2011
Wyeth May 2008 - October 2009
General Electric 2008 - 2008
General Electric 2005 - 2007
Avon Cosmetics January 2004 - August 2005
Morgan Stanley 1994 - 2003
Skills
Deferred Compensation, Employee Engagement, Succession Planning, Talent Management, Performance Management, Strategy, Talent Acquisition, Leadership, Personnel Management, Human Resources, Employee Relations, Workforce Planning, Change Management, Management, Onboarding
Education
New School University
MS, Human Resources Management
University of Delaware
BS, Economics
Scott Hoke, CLU, ChFC's Morgan Stanley Experience September 2006 - May 2007
Job Regional Vice President at AXA Equitable
Industry Insurance
Experience
AXA January 2013 - Present
United Capital Financial Advisers, LLC February 2012 - January 2013
AXA Equitable 2007 - January 2012
Morgan Stanley September 2006 - May 2007
UBS Financial Services June 1998 - June 2006
Dain Rausher, Inc. (Formerly Rauscher Pierce Refsnes, Inc.) March 1996 - June 1998
Clark Bardes, Inc. June 1995 - January 1996
AXA Advisors March 1990 - June 1995
Sigma Pi Fraternity June 1983 - August 1994
Shearson Lehman Hutton September 1989 - February 1990
Skills
Life Insurance, Long-term Care, Insurance, Retirement Planning, Series 7, Variable Annuities, Series 63, Estate Planning, Financial Planning, Long Term Care Insurance
Education
The Ohio State University 1979 — 1983
Bachelor of Arts (B.A.), Psychology, Marketing
Western Michigan University 1978 — 1979
Business Administration and Management, General
AXA January 2013 - Present
United Capital Financial Advisers, LLC February 2012 - January 2013
AXA Equitable 2007 - January 2012
Morgan Stanley September 2006 - May 2007
UBS Financial Services June 1998 - June 2006
Dain Rausher, Inc. (Formerly Rauscher Pierce Refsnes, Inc.) March 1996 - June 1998
Clark Bardes, Inc. June 1995 - January 1996
AXA Advisors March 1990 - June 1995
Sigma Pi Fraternity June 1983 - August 1994
Shearson Lehman Hutton September 1989 - February 1990
Skills
Life Insurance, Long-term Care, Insurance, Retirement Planning, Series 7, Variable Annuities, Series 63, Estate Planning, Financial Planning, Long Term Care Insurance
Education
The Ohio State University 1979 — 1983
Bachelor of Arts (B.A.), Psychology, Marketing
Western Michigan University 1978 — 1979
Business Administration and Management, General
Andrew McNab's Morgan Stanley Experience July 2014 - June 2015
Job Financial Analyst
Industry Banking
Experience
Morgan Stanley July 2014 - June 2015
Hall Capital Partners LLC July 2013 - January 2014
JP Morgan Chase May 2012 - August 2012
Merrill Lynch May 2011 - August 2011
Skills
Analysis, Financial Modeling, Economics, Portfolio Management, Financial Analysis, Microsoft Office, Bloomberg Terminal, Strategy, Public Speaking, Stata, Strategic Financial..., Industry Research, Company Valuation, Asset Managment, Bloomberg, Corporate Finance, Quantitative Analytics, Finance
Education
Clemson University 2009 — 2013
Bachelor of Science, Economics / Finance
The London School of Economics and Political Science (LSE) 2011 — 2011
Morgan Stanley July 2014 - June 2015
Hall Capital Partners LLC July 2013 - January 2014
JP Morgan Chase May 2012 - August 2012
Merrill Lynch May 2011 - August 2011
Skills
Analysis, Financial Modeling, Economics, Portfolio Management, Financial Analysis, Microsoft Office, Bloomberg Terminal, Strategy, Public Speaking, Stata, Strategic Financial..., Industry Research, Company Valuation, Asset Managment, Bloomberg, Corporate Finance, Quantitative Analytics, Finance
Education
Clemson University 2009 — 2013
Bachelor of Science, Economics / Finance
The London School of Economics and Political Science (LSE) 2011 — 2011
Brian Felix's Morgan Stanley Experience 2004 - 2008
Job Editor at Flat World Knowledge, Inc.
Industry International Affairs
Experience
Flat World Knowledge, Inc. November 2010 - Present
Morgan Stanley 2004 - 2008
Tribeca Film Festival 2003 - 2004
Sundance Film Festival 2003 - 2004
Education
The New School 2007 — 2010
BA, Political Science / International Affairs
Vanderbilt University 1999 — 2002
Mechanical Engineering
Friends Academy 1995 — 1999
Flat World Knowledge, Inc. November 2010 - Present
Morgan Stanley 2004 - 2008
Tribeca Film Festival 2003 - 2004
Sundance Film Festival 2003 - 2004
Education
The New School 2007 — 2010
BA, Political Science / International Affairs
Vanderbilt University 1999 — 2002
Mechanical Engineering
Friends Academy 1995 — 1999
Benjamin Gifford's Morgan Stanley Experience June 2012 - August 2014
Job Analyst at Select Equity Group
Industry Investment Management
Experience
Select Equity Group September 2014 - Present
Morgan Stanley June 2012 - August 2014
Morgan Stanley May 2011 - August 2011
Yale Economics Department / Yale School of Management May 2010 - August 2010
Skills
Financial Modeling, Valuation, Data Analysis, Economics, Due Diligence, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Corporate Finance, Mergers, Bloomberg
Education
Yale University 2008 — 2012
BA, Economics
London School of Economics and Political Science
Select Equity Group September 2014 - Present
Morgan Stanley June 2012 - August 2014
Morgan Stanley May 2011 - August 2011
Yale Economics Department / Yale School of Management May 2010 - August 2010
Skills
Financial Modeling, Valuation, Data Analysis, Economics, Due Diligence, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Corporate Finance, Mergers, Bloomberg
Education
Yale University 2008 — 2012
BA, Economics
London School of Economics and Political Science
Stacia Sabins's Morgan Stanley Experience May 2014 - Present
Job Global Wealth Management Operations
Industry Financial Services
Experience
Morgan Stanley May 2014 - Present
J.P. Morgan February 2013 - May 2014
Morgan Stanley Smith Barney December 2010 - February 2013
Tower Wireless LTD. January 2009 - February 2010
EXPRESS June 2008 - December 2008
Skills
Customer Service, Microsoft Office, Project Management, Microsoft Excel, Microsoft Word, Time Management, Leadership Development, Process Improvement
Education
The Ohio State University 2006 — 2010
Bachelor of Arts, Strategic Communication
Morgan Stanley May 2014 - Present
J.P. Morgan February 2013 - May 2014
Morgan Stanley Smith Barney December 2010 - February 2013
Tower Wireless LTD. January 2009 - February 2010
EXPRESS June 2008 - December 2008
Skills
Customer Service, Microsoft Office, Project Management, Microsoft Excel, Microsoft Word, Time Management, Leadership Development, Process Improvement
Education
The Ohio State University 2006 — 2010
Bachelor of Arts, Strategic Communication
Justin Moodie's Morgan Stanley Experience July 2013 - February 2014
Job Associate at Winged Keel Group
Industry Financial Services
Experience
Winged Keel Group April 2014 - Present
Morgan Stanley July 2013 - February 2014
Morgan Stanley June 2013 - July 2013
MultiFunding LLC June 2012 - May 2013
Julian Young & Co., Solicitors June 2011 - August 2011
Chatham Municipal Pool July 2008 - August 2010
Allstate Insurance July 2008 - July 2009
Frelinghuysen for Congress July 2008 - August 2008
Skills
Fundraising, Management, Business Development, Public Speaking, Leadership, Microsoft Excel, Analysis, Data Analysis, Bloomberg, SAP, Data Modeling, Avaya IP Telephony, PowerPoint, Social Media, Microsoft Word, Microsoft Office
Education
Villanova University 2009 — 2013
Bachelor of Arts, Economics & Political Science double major, Business minor, 3.57
The London School of Economics and Political Science (LSE) 2011 — 2011
The Political Economy of Public Policy
Chatham High School
Winged Keel Group April 2014 - Present
Morgan Stanley July 2013 - February 2014
Morgan Stanley June 2013 - July 2013
MultiFunding LLC June 2012 - May 2013
Julian Young & Co., Solicitors June 2011 - August 2011
Chatham Municipal Pool July 2008 - August 2010
Allstate Insurance July 2008 - July 2009
Frelinghuysen for Congress July 2008 - August 2008
Skills
Fundraising, Management, Business Development, Public Speaking, Leadership, Microsoft Excel, Analysis, Data Analysis, Bloomberg, SAP, Data Modeling, Avaya IP Telephony, PowerPoint, Social Media, Microsoft Word, Microsoft Office
Education
Villanova University 2009 — 2013
Bachelor of Arts, Economics & Political Science double major, Business minor, 3.57
The London School of Economics and Political Science (LSE) 2011 — 2011
The Political Economy of Public Policy
Chatham High School
Henry Davis's Morgan Stanley Experience June 2014 - Present
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Skills
Financial Analysis, Leadership, Business Development, Microsoft Excel, PowerPoint
Education
Wake Forest University 2009 — 2013
Calloway School of Business - B.S., Business Management, Statistics
The London School of Economics and Political Science (LSE) 2011 — 2011
Summer Study
Lake Forest Academy 2005 — 2009
Morgan Stanley June 2014 - Present
Skills
Financial Analysis, Leadership, Business Development, Microsoft Excel, PowerPoint
Education
Wake Forest University 2009 — 2013
Calloway School of Business - B.S., Business Management, Statistics
The London School of Economics and Political Science (LSE) 2011 — 2011
Summer Study
Lake Forest Academy 2005 — 2009
Jeffrey Marcus's Morgan Stanley Experience 2002 - 2006
Job Senior Vice President
Industry Financial Services
Experience
Five Island Asset Management July 2014 - March 2015
Barclays March 2008 - June 2014
Citi Alternative Investments - Tribeca Global Management March 2006 - March 2008
Morgan Stanley 2002 - 2006
Skills
Bonds, Portfolio Management, CDS, Hedge Funds, Equities, Credit, Fixed Income, Hedging, High Yield, Trading, Trading Strategies, Bloomberg, Capital Markets, Convertible Bonds, Credit Derivatives, Credit Risk, Equity Trading, Valuation, Derivatives, Proprietary Trading, Structured Finance, Capital Structure, Loans, Alternative Investments, Credit Trading, Arbitrage, Equity Derivatives, Bond Markets, Financial Markets, Distressed Debt, Leveraged Finance, Special Situations, Swaps, Electronic Trading, Investment Banking, Structured Products, Debt Markets, Series 63, Series 7, FX Options, Global Macro, Emerging Markets, Equity Research, Securities, Fundamental Analysis, Options, Volatility, ETFs, Korean Culture
Education
New York University - Leonard N. Stern School of Business 1997 — 2001
Bachelor of Science, Finance & Economics
London School of Economics and Political Science 1999 — 2000
Economics & Finance
Chaminade High School - Mineola NY 1993 — 1997
High School Diploma
Five Island Asset Management July 2014 - March 2015
Barclays March 2008 - June 2014
Citi Alternative Investments - Tribeca Global Management March 2006 - March 2008
Morgan Stanley 2002 - 2006
Skills
Bonds, Portfolio Management, CDS, Hedge Funds, Equities, Credit, Fixed Income, Hedging, High Yield, Trading, Trading Strategies, Bloomberg, Capital Markets, Convertible Bonds, Credit Derivatives, Credit Risk, Equity Trading, Valuation, Derivatives, Proprietary Trading, Structured Finance, Capital Structure, Loans, Alternative Investments, Credit Trading, Arbitrage, Equity Derivatives, Bond Markets, Financial Markets, Distressed Debt, Leveraged Finance, Special Situations, Swaps, Electronic Trading, Investment Banking, Structured Products, Debt Markets, Series 63, Series 7, FX Options, Global Macro, Emerging Markets, Equity Research, Securities, Fundamental Analysis, Options, Volatility, ETFs, Korean Culture
Education
New York University - Leonard N. Stern School of Business 1997 — 2001
Bachelor of Science, Finance & Economics
London School of Economics and Political Science 1999 — 2000
Economics & Finance
Chaminade High School - Mineola NY 1993 — 1997
High School Diploma
Becka Ruan's Morgan Stanley Experience May 2013 - November 2013
Job Associate at The Parthenon Group
Industry Management Consulting
Experience
Parthenon-EY 2015 - Present
Stryker May 2014 - August 2014
Morgan Stanley May 2013 - November 2013
UC Berkeley April 2013 - November 2013
UC Berkeley June 2012 - April 2013
Skills
Data Analysis, Research, Microsoft Excel, PowerPoint, Microsoft Office, Social Media, Community Outreach, Public Speaking, Event Planning, Microsoft Word, Finance, Social Networking, Mandarin, Photoshop, Marketing, Google Docs, Teaching, Fundraising
Education
The London School of Economics and Political Science (LSE) 2015 — 2015
Business Administration and Management, General
UC Berkeley 2011 — 2015
Bachelor of Arts (B.A.), Public Health (Health Policy and Management)
Singapore American School 2007 — 2011
Parthenon-EY 2015 - Present
Stryker May 2014 - August 2014
Morgan Stanley May 2013 - November 2013
UC Berkeley April 2013 - November 2013
UC Berkeley June 2012 - April 2013
Skills
Data Analysis, Research, Microsoft Excel, PowerPoint, Microsoft Office, Social Media, Community Outreach, Public Speaking, Event Planning, Microsoft Word, Finance, Social Networking, Mandarin, Photoshop, Marketing, Google Docs, Teaching, Fundraising
Education
The London School of Economics and Political Science (LSE) 2015 — 2015
Business Administration and Management, General
UC Berkeley 2011 — 2015
Bachelor of Arts (B.A.), Public Health (Health Policy and Management)
Singapore American School 2007 — 2011
Lauren Wachsman's Morgan Stanley Experience September 2013 - Present
Job Morgan Stanley
Industry Banking
Experience
Morgan Stanley September 2013 - Present
Education
The London School of Economics and Political Science (LSE)
Morgan Stanley September 2013 - Present
Education
The London School of Economics and Political Science (LSE)
Joshua Macey's Morgan Stanley Experience ParalegalCowdery, Ecker & Murphy, LLCJune 2012 - August 2012
Job Analyst at Morgan Stanley
Industry Banking
Experience
Morgan Stanley ParalegalCowdery, Ecker & Murphy, LLCJune 2012 - August 2012
Patriarch Partners June 2010 - August 2010
Education
London School of Economics and Political Science 2012 — 2013
Master's degree, Political Theory
Yale University 2008 — 2012
Bachelor's degree, English Language and Literature/Letters
Morgan Stanley ParalegalCowdery, Ecker & Murphy, LLCJune 2012 - August 2012
Patriarch Partners June 2010 - August 2010
Education
London School of Economics and Political Science 2012 — 2013
Master's degree, Political Theory
Yale University 2008 — 2012
Bachelor's degree, English Language and Literature/Letters
Colleen Knerr's Morgan Stanley Experience Financial AdvisorMorgan StanleyJanuary 1977 - January 2014
Job Retired at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Financial AdvisorMorgan StanleyJanuary 1977 - January 2014
Education
Bath Township Ohio , High School
B.S. Education at Ohio State University, M.S. kinesiolgy at UCLA
The Ohio State University
BS.
Morgan Stanley Financial AdvisorMorgan StanleyJanuary 1977 - January 2014
Education
Bath Township Ohio , High School
B.S. Education at Ohio State University, M.S. kinesiolgy at UCLA
The Ohio State University
BS.
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS