Morgan Stanley
Industry: Investment banking company
DescriptionMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. Headquarters: New York City, New York, United States CEO: James P. Gorman (Jan 1, 2010–) Revenue: 37.94 billion USD (2017) Subsidiaries: Discover Financial Services, Did you know: Morgan Stanley is the sixth-largest bank in the US by total assets ($875 B). wikipedia.org
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Morgan Stanley Employees
Employee
Years
Job
Industry
Ali Esfahani Ali Esfahani's Morgan Stanley Experience August 2009 - March 2015
Job Vice President, Technology Banking at Qatalyst
Industry Investment Banking
Experience
Qatalyst Partners March 2015 - Present
Morgan Stanley August 2009 - March 2015
Deloitte May 2006 - July 2009
Accenture Inc. September 2003 - April 2006
Skills
Corporate Finance, DCF, Corporate Development, Investment Banking, Financial Modeling, Valuation, Capital Markets, Private Equity, IPO, Venture Capital, Due Diligence, Equities, LBO, Mergers, Mergers & Acquisitions, Bloomberg, M&A experience, Financial Analysis, Business Strategy
Education
The University of Chicago - Booth School of Business 2007 — 2009
MBA, Accounting, Economics & Finance
University of Waterloo 1998 — 2003
HBSc, Computer Engineering
Qatalyst Partners March 2015 - Present
Morgan Stanley August 2009 - March 2015
Deloitte May 2006 - July 2009
Accenture Inc. September 2003 - April 2006
Skills
Corporate Finance, DCF, Corporate Development, Investment Banking, Financial Modeling, Valuation, Capital Markets, Private Equity, IPO, Venture Capital, Due Diligence, Equities, LBO, Mergers, Mergers & Acquisitions, Bloomberg, M&A experience, Financial Analysis, Business Strategy
Education
The University of Chicago - Booth School of Business 2007 — 2009
MBA, Accounting, Economics & Finance
University of Waterloo 1998 — 2003
HBSc, Computer Engineering
Christine Cuny Christine Cuny's Morgan Stanley Experience 2006 - 2008
Job Assistant Professor at NYU Stern School of Business
Industry Higher Education
Experience
NYU Stern School of Business July 2013 - Present
Morgan Stanley 2006 - 2008
PwC 2003 - 2006
Education
The University of Chicago Booth School of Business 2008 — 2013
Doctor of Philosophy (PhD)
The University of Chicago Booth School of Business 2008 — 2013
Master of Business Administration (MBA)
Wake Forest University 1998 — 2003
Master of Science (MS), Accounting
Wake Forest University 1998 — 2003
Bachelor of Science (BS), Finance
NYU Stern School of Business July 2013 - Present
Morgan Stanley 2006 - 2008
PwC 2003 - 2006
Education
The University of Chicago Booth School of Business 2008 — 2013
Doctor of Philosophy (PhD)
The University of Chicago Booth School of Business 2008 — 2013
Master of Business Administration (MBA)
Wake Forest University 1998 — 2003
Master of Science (MS), Accounting
Wake Forest University 1998 — 2003
Bachelor of Science (BS), Finance
Kenneth Posner Kenneth Posner's Morgan Stanley Experience 1993 - 2008
Job Chief of Strategic Planning and Investor Relations at Capital Bank Financial Corp.
Industry Banking
Experience
Capital Bank December 2009 - Present
Fortress Investment Group October 2008 - November 2009
Morgan Stanley 1993 - 2008
U.S. Army May 1985 - May 1989
Skills
Asset Managment, Valuation, Capital Markets, Equities, Asset Management, Equity Research, Securities, Mergers & Acquisitions, Investor Relations, Finance, Financial Services, Investment Banking, Portfolio Management, Business Planning, Financial Modeling, Corporate Finance, Investments
Education
The University of Chicago - Booth School of Business 1989 — 1991
MBA with Honors
Yale University 1981 — 1985
BA, English
Capital Bank December 2009 - Present
Fortress Investment Group October 2008 - November 2009
Morgan Stanley 1993 - 2008
U.S. Army May 1985 - May 1989
Skills
Asset Managment, Valuation, Capital Markets, Equities, Asset Management, Equity Research, Securities, Mergers & Acquisitions, Investor Relations, Finance, Financial Services, Investment Banking, Portfolio Management, Business Planning, Financial Modeling, Corporate Finance, Investments
Education
The University of Chicago - Booth School of Business 1989 — 1991
MBA with Honors
Yale University 1981 — 1985
BA, English
Ben Chaung Ben Chaung's Morgan Stanley Experience August 2014 - Present
Job Associate at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley August 2014 - Present
Big Apple Buddy 2014 - Present
Morgan Stanley June 2013 - August 2013
Minter Ellison March 2008 - March 2012
Skills
Legal Advice, Corporate Law, Legal Research, Corporate Governance, Joint Ventures, Cross-border..., Banking Law, Corporate Finance, Private Equity, Financial Modeling, Mergers & Acquisitions, Capital Markets, Valuation, Due Diligence, Investment Banking, Financial Analysis
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Accounting and Finance, Honors
University of Melbourne 2008 — 2010
Master of Laws (LLM)
University of Melbourne 2003 — 2007
Bachelor of Laws (LLB (Hons))
University of Melbourne 2003 — 2007
Bachelor of Commerce (B.Com.)
Morgan Stanley August 2014 - Present
Big Apple Buddy 2014 - Present
Morgan Stanley June 2013 - August 2013
Minter Ellison March 2008 - March 2012
Skills
Legal Advice, Corporate Law, Legal Research, Corporate Governance, Joint Ventures, Cross-border..., Banking Law, Corporate Finance, Private Equity, Financial Modeling, Mergers & Acquisitions, Capital Markets, Valuation, Due Diligence, Investment Banking, Financial Analysis
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Accounting and Finance, Honors
University of Melbourne 2008 — 2010
Master of Laws (LLM)
University of Melbourne 2003 — 2007
Bachelor of Laws (LLB (Hons))
University of Melbourne 2003 — 2007
Bachelor of Commerce (B.Com.)
Jeff Spires Jeff Spires's Morgan Stanley Experience April 2010 - January 2011
Job Trader at Powerex
Industry Financial Services
Experience
Powerex January 2011 - Present
Morgan Stanley April 2010 - January 2011
Powerex August 2005 - January 2010
Powerex November 2003 - August 2005
Skills
Energy Trading, Trading, Power Trading, Commodities, Financial Analysis, Commodity Markets, Electricity Markets, Commodity, Energy, Financial Modeling
Education
The University of British Columbia 1998 — 2003
Bachelor of Commerce, Accounting
Powerex January 2011 - Present
Morgan Stanley April 2010 - January 2011
Powerex August 2005 - January 2010
Powerex November 2003 - August 2005
Skills
Energy Trading, Trading, Power Trading, Commodities, Financial Analysis, Commodity Markets, Electricity Markets, Commodity, Energy, Financial Modeling
Education
The University of British Columbia 1998 — 2003
Bachelor of Commerce, Accounting
Shotaro Tanaka (a.k.a. Sean) Shotaro Tanaka (a.k.a. Sean)'s Morgan Stanley Experience 1999 - 2002
Job Seed/Early stage investor
Industry Venture Capital & Private Equity
Experience
Money Design Co., Ltd August 2015 - Present
Seed/Early stage investor 2012 - Present
Columbia Business School September 2011 - August 2013
China focused venture capital firm 2006 - 2011
Goldman Sachs 2002 - 2006
Morgan Stanley 1999 - 2002
Skills
Investment Banking, Valuation, Venture Capital, Venture Financing, Start-ups, Private Equity, Angel Investing, Investments, Corporate Development, M&A experience, Corporate Finance, Mergers & Acquisitions, Strategy, E-commerce, Mobile Devices, Entrepreneurship, Mobile Applications, Digital Media
Education
The University of Chicago - Booth School of Business
MBA
Waseda University
Money Design Co., Ltd August 2015 - Present
Seed/Early stage investor 2012 - Present
Columbia Business School September 2011 - August 2013
China focused venture capital firm 2006 - 2011
Goldman Sachs 2002 - 2006
Morgan Stanley 1999 - 2002
Skills
Investment Banking, Valuation, Venture Capital, Venture Financing, Start-ups, Private Equity, Angel Investing, Investments, Corporate Development, M&A experience, Corporate Finance, Mergers & Acquisitions, Strategy, E-commerce, Mobile Devices, Entrepreneurship, Mobile Applications, Digital Media
Education
The University of Chicago - Booth School of Business
MBA
Waseda University
Chip Burgess Chip Burgess's Morgan Stanley Experience November 1995 - June 2010
Job Sr Analyst at Invesco
Industry Financial Services
Experience
Invesco June 2010 - Present
Morgan Stanley November 1995 - June 2010
Skills
Alternative Investments, Bloomberg, Fixed Income, Capital Markets, Equities, Portfolio Management, Hedge Funds, High Yield, Trading, Leveraged Finance, Structured Products, Asset Management, Investment Banking, Bonds, Investments, Valuation, Financial Modeling, Credit Analysis, Mutual Funds, Private Equity, Credit, Corporate Finance
Education
The University of Chicago - Booth School of Business
MBA
Invesco June 2010 - Present
Morgan Stanley November 1995 - June 2010
Skills
Alternative Investments, Bloomberg, Fixed Income, Capital Markets, Equities, Portfolio Management, Hedge Funds, High Yield, Trading, Leveraged Finance, Structured Products, Asset Management, Investment Banking, Bonds, Investments, Valuation, Financial Modeling, Credit Analysis, Mutual Funds, Private Equity, Credit, Corporate Finance
Education
The University of Chicago - Booth School of Business
MBA
Cory Klippsten Cory Klippsten's Morgan Stanley Experience December 2000 - January 2002
Job CoFounder, Chief Business Officer
Industry Online Media
Experience
Fuisz Media November 2013 - Present
Growth Strategy Advisory July 2011 - Present
Google June 2011 - July 2013
Bridge Strategy Group May 2008 - June 2011
Klippsten Bernhardt & Associates April 2006 - May 2008
McKinsey and Co. February 2005 - April 2006
glaceau VitaminWater (now part of Coca Cola) June 2003 - September 2003
Morgan Stanley December 2000 - January 2002
Ogilvy & Mather January 2000 - December 2000
Microsoft June 1998 - December 1999
Skills
Marketing Strategy, Strategy, Competitive Analysis, Business Strategy, Strategic Partnerships, Start-ups, Management Consulting, Entrepreneurship, Business Development, Strategic Planning, Online Advertising, Marketing, Segmentation, Business Planning, Market Analysis, Digital Marketing, Management, Change Management, Marketing Communications, CRM, Project Management, Integrated Marketing, Leadership, Market Research, Digital Media, Cross-functional Team..., Mobile Devices, New Business Development, Advertising, Go-to-market Strategy, Sales, E-commerce, Consulting, Analysis, Product Management, Sales Operations, Team Leadership
Education
The University of Chicago - Booth School of Business
MBA in Finance, Entrepreneurship, and International Business
University of Missouri-Columbia
Broadcast Journalism, New Media, Convergence, Business Management
Fuisz Media November 2013 - Present
Growth Strategy Advisory July 2011 - Present
Google June 2011 - July 2013
Bridge Strategy Group May 2008 - June 2011
Klippsten Bernhardt & Associates April 2006 - May 2008
McKinsey and Co. February 2005 - April 2006
glaceau VitaminWater (now part of Coca Cola) June 2003 - September 2003
Morgan Stanley December 2000 - January 2002
Ogilvy & Mather January 2000 - December 2000
Microsoft June 1998 - December 1999
Skills
Marketing Strategy, Strategy, Competitive Analysis, Business Strategy, Strategic Partnerships, Start-ups, Management Consulting, Entrepreneurship, Business Development, Strategic Planning, Online Advertising, Marketing, Segmentation, Business Planning, Market Analysis, Digital Marketing, Management, Change Management, Marketing Communications, CRM, Project Management, Integrated Marketing, Leadership, Market Research, Digital Media, Cross-functional Team..., Mobile Devices, New Business Development, Advertising, Go-to-market Strategy, Sales, E-commerce, Consulting, Analysis, Product Management, Sales Operations, Team Leadership
Education
The University of Chicago - Booth School of Business
MBA in Finance, Entrepreneurship, and International Business
University of Missouri-Columbia
Broadcast Journalism, New Media, Convergence, Business Management
Vicky Gillmor Vicky Gillmor's Morgan Stanley Experience August 2012 - April 2013
Job Registered Client Associate at Lincoln Financial Securities
Industry Financial Services
Experience
Lincoln Financial Securities April 2013 - Present
The Woodlands Park & Rec Center March 2011 - Present
Morgan Stanley August 2012 - April 2013
Ameriprise Financial Services, Inc. April 2010 - December 2010
Smith Barney October 2005 - March 2008
McDonald Investments Inc. December 2003 - August 2005
Merrill Lynch February 1997 - December 2001
Skills
Series 7, Series 63, Life & Health Insurance..., Investment Strategies, Long Distance Running, Group Exercise..., Certified Running Coach, Coaching
Education
The University of Akron
Lincoln Financial Securities April 2013 - Present
The Woodlands Park & Rec Center March 2011 - Present
Morgan Stanley August 2012 - April 2013
Ameriprise Financial Services, Inc. April 2010 - December 2010
Smith Barney October 2005 - March 2008
McDonald Investments Inc. December 2003 - August 2005
Merrill Lynch February 1997 - December 2001
Skills
Series 7, Series 63, Life & Health Insurance..., Investment Strategies, Long Distance Running, Group Exercise..., Certified Running Coach, Coaching
Education
The University of Akron
Edouard de Courreges Edouard de Courreges's Morgan Stanley Experience March 2015 - Present
Job Research Management Associate at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley March 2015 - Present
Goldman Sachs April 2014 - February 2015
OppenheimerFunds June 2012 - August 2012
US Army December 2009 - March 2011
US Army September 2008 - November 2009
US Army September 2006 - August 2008
Education
The University of Chicago - Booth School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Finance
University of California, Santa Barbara 2002 — 2006
Bachelor of Arts, History
The Taft School 1999 — 2002
Morgan Stanley March 2015 - Present
Goldman Sachs April 2014 - February 2015
OppenheimerFunds June 2012 - August 2012
US Army December 2009 - March 2011
US Army September 2008 - November 2009
US Army September 2006 - August 2008
Education
The University of Chicago - Booth School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Finance
University of California, Santa Barbara 2002 — 2006
Bachelor of Arts, History
The Taft School 1999 — 2002
Nate Chang Nate Chang's Morgan Stanley Experience March 2006 - January 2009
Job Biotechnology Investment Banking at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2013 - Present
Children's Creativity Museum 2011 - Present
RBC Capital Markets 2009 - May 2013
Morgan Stanley March 2006 - January 2009
Credit Suisse First Boston August 2004 - March 2006
ALZA Corporation (J&J) June 2003 - August 2003
Gilead Sciences November 2001 - August 2002
BioStreet.com September 2000 - July 2001
PPD Development June 1998 - August 2000
Quintiles April 1995 - March 1997
Skills
Biotechnology, Lifesciences, Healthcare, Licensing, Clinical Research, Corporate Development, Financial Modeling, Venture Capital, Valuation, Mergers, Due Diligence, Private Equity, Competitive Analysis, Mergers & Acquisitions, Pharmaceutical Industry, Biotechnology Industry, IPO, Investment Banking, Corporate Finance, M&A experience, Strategy, Acquisitions, Investor Relations, Life Sciences, Business Development
Education
Tuck School of Business at Dartmouth College 2002 — 2004
MBA
University of California, San Diego 1989 — 1994
B.S. / B.A.
Menlo Atherton High School
Credit Suisse July 2013 - Present
Children's Creativity Museum 2011 - Present
RBC Capital Markets 2009 - May 2013
Morgan Stanley March 2006 - January 2009
Credit Suisse First Boston August 2004 - March 2006
ALZA Corporation (J&J) June 2003 - August 2003
Gilead Sciences November 2001 - August 2002
BioStreet.com September 2000 - July 2001
PPD Development June 1998 - August 2000
Quintiles April 1995 - March 1997
Skills
Biotechnology, Lifesciences, Healthcare, Licensing, Clinical Research, Corporate Development, Financial Modeling, Venture Capital, Valuation, Mergers, Due Diligence, Private Equity, Competitive Analysis, Mergers & Acquisitions, Pharmaceutical Industry, Biotechnology Industry, IPO, Investment Banking, Corporate Finance, M&A experience, Strategy, Acquisitions, Investor Relations, Life Sciences, Business Development
Education
Tuck School of Business at Dartmouth College 2002 — 2004
MBA
University of California, San Diego 1989 — 1994
B.S. / B.A.
Menlo Atherton High School
Anita Ortiz Anita Ortiz's Morgan Stanley Experience July 2006 - April 2011
Job Managing Partner at 9Locals Investments LLC
Industry Financial Services
Experience
9Locals Investments LLC September 2013 - Present
Photographer April 2011 - January 2015
Morgan Stanley July 2006 - April 2011
UBS April 2003 - October 2005
Merrill Lynch December 1999 - August 2001
Merrill Lynch 1992 - 1999
Skills
Banking, Credit, Mortgage Lending, Loans, Securities Lending, Product Development, Product Management, Private Banking, Wealth Management, Series 7, Credit Analysis, Management, Business Development, Series 63, Financial Advisory, Finance, Marketing, Financial Risk, Financial Services, Forecasting, Portfolio Management
Education
The University of Chicago - Booth School of Business 2003 — 2006
Master of Business Administration (MBA), Concentrations in Finance, Marketing and Strategy
The University of Texas at Austin - Red McCombs School of Business 1988 — 1992
BBA, Accounting
9Locals Investments LLC September 2013 - Present
Photographer April 2011 - January 2015
Morgan Stanley July 2006 - April 2011
UBS April 2003 - October 2005
Merrill Lynch December 1999 - August 2001
Merrill Lynch 1992 - 1999
Skills
Banking, Credit, Mortgage Lending, Loans, Securities Lending, Product Development, Product Management, Private Banking, Wealth Management, Series 7, Credit Analysis, Management, Business Development, Series 63, Financial Advisory, Finance, Marketing, Financial Risk, Financial Services, Forecasting, Portfolio Management
Education
The University of Chicago - Booth School of Business 2003 — 2006
Master of Business Administration (MBA), Concentrations in Finance, Marketing and Strategy
The University of Texas at Austin - Red McCombs School of Business 1988 — 1992
BBA, Accounting
Mihail Ivanov Mihail Ivanov's Morgan Stanley Experience June 2008 - August 2008
Job FullTime MBA Candidate
Industry Venture Capital & Private Equity
Experience
Hyde Park Angels May 2013 - Present
Arc Mobile 2013 - Present
University of Chicago Booth School of Business September 2012 - Present
Societe Generale July 2009 - August 2012
Morgan Stanley June 2008 - August 2008
The Pritzker Organization June 2007 - August 2007
Skills
Commodity Derivatives, Institutional Investors, Commodity Index, Valuation, Financial Analysis, Derivatives, Venture Capital, Financial Modeling, Sales, Mobile Payments, Early-stage Startups, Project Management, Data Analytics, New Product Roll Out, Business Planning, Business Development, Pitch Development
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Finance, Strategy, and Entrepreneurship
The University of Chicago 2005 — 2009
A.B., Economics
American College of Sofia 2000 — 2005
Hyde Park Angels May 2013 - Present
Arc Mobile 2013 - Present
University of Chicago Booth School of Business September 2012 - Present
Societe Generale July 2009 - August 2012
Morgan Stanley June 2008 - August 2008
The Pritzker Organization June 2007 - August 2007
Skills
Commodity Derivatives, Institutional Investors, Commodity Index, Valuation, Financial Analysis, Derivatives, Venture Capital, Financial Modeling, Sales, Mobile Payments, Early-stage Startups, Project Management, Data Analytics, New Product Roll Out, Business Planning, Business Development, Pitch Development
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Finance, Strategy, and Entrepreneurship
The University of Chicago 2005 — 2009
A.B., Economics
American College of Sofia 2000 — 2005
Michelle (Miller) Amato's Morgan Stanley Experience 2002 - 2009
Job Dynamic Senior SaaS Sales Executive
Industry Financial Services
Experience
Workiva June 2012 - Present
Guggenheim Partners 2011 - 2012
Morgan Stanley 2002 - 2009
Banc of America Securities - Formerly Montgomery Securities 1998 - 2002
Wegmans Food Markets 1991 - 1998
Skills
Financial Services, Alternative Investments, Mutual Funds, Hedge Funds, Private Equity, Portfolio Management, Finance, Sales, SEC filings, Financial Reporting, Cloud Computing, Series 7, Options, Account Management, Asset Managment, Investment Advisory, Risk Management, Customer Service, Asset Allocation, Financial Analysis, Product Development, Customer Relations, Asset Management, Cloud Reporting, Securities, SaaS, Investments, Insurance, Salesforce.com, Strategic Planning, Financial Risk, Strategy, CRM, New Business Development, Sales Operations, Strategic Partnerships, Sales Process, Solution Selling, Product Management, Enterprise Software, Wdesk
Education
The University of Chicago Booth School of Business
Introduction to Negotiating and Decision Making Program
The University of Chicago Booth School of Business
Social Capital Program
University of Dayton 1994 — 1998
Business Administration
Rush Henrietta
Workiva June 2012 - Present
Guggenheim Partners 2011 - 2012
Morgan Stanley 2002 - 2009
Banc of America Securities - Formerly Montgomery Securities 1998 - 2002
Wegmans Food Markets 1991 - 1998
Skills
Financial Services, Alternative Investments, Mutual Funds, Hedge Funds, Private Equity, Portfolio Management, Finance, Sales, SEC filings, Financial Reporting, Cloud Computing, Series 7, Options, Account Management, Asset Managment, Investment Advisory, Risk Management, Customer Service, Asset Allocation, Financial Analysis, Product Development, Customer Relations, Asset Management, Cloud Reporting, Securities, SaaS, Investments, Insurance, Salesforce.com, Strategic Planning, Financial Risk, Strategy, CRM, New Business Development, Sales Operations, Strategic Partnerships, Sales Process, Solution Selling, Product Management, Enterprise Software, Wdesk
Education
The University of Chicago Booth School of Business
Introduction to Negotiating and Decision Making Program
The University of Chicago Booth School of Business
Social Capital Program
University of Dayton 1994 — 1998
Business Administration
Rush Henrietta
Joe (Joseph) Ip Joe (Joseph) Ip's Morgan Stanley Experience January 2015 - April 2015
Job Sales and Trading Summer Analyst at BMO Capital Markets
Industry Capital Markets
Experience
Pacific Venture Capital Conference & Competition July 2015 - Present
BMO Capital Markets May 2015 - August 2015
Morgan Stanley January 2015 - April 2015
Young Investor Program Canada July 2013 - April 2015
Instream Energy Systems July 2014 - September 2014
IVEST Consumer Partners July 2013 - October 2013
Investors Group May 2013 - August 2013
Skills
Analysis, Perseverance, Problem Solving, Competitive, Microsoft Excel, Financial Modeling, Writing, Leadership, Accounting, Attention to Detail, Team Leadership, Challenge Driven, Customer Service, Networking, PowerPoint, Research, Marketing, Microsoft Word, Critical Thinking, Capital IQ, Communication, Teamwork, VBA, Bloomberg, Microsoft Office, Time Management
Education
The University of British Columbia / UBC 2011 — 2015
Bachelor of Commerce (BCom), Finance
Pacific Venture Capital Conference & Competition July 2015 - Present
BMO Capital Markets May 2015 - August 2015
Morgan Stanley January 2015 - April 2015
Young Investor Program Canada July 2013 - April 2015
Instream Energy Systems July 2014 - September 2014
IVEST Consumer Partners July 2013 - October 2013
Investors Group May 2013 - August 2013
Skills
Analysis, Perseverance, Problem Solving, Competitive, Microsoft Excel, Financial Modeling, Writing, Leadership, Accounting, Attention to Detail, Team Leadership, Challenge Driven, Customer Service, Networking, PowerPoint, Research, Marketing, Microsoft Word, Critical Thinking, Capital IQ, Communication, Teamwork, VBA, Bloomberg, Microsoft Office, Time Management
Education
The University of British Columbia / UBC 2011 — 2015
Bachelor of Commerce (BCom), Finance
Jay Sathe's Morgan Stanley Experience June 2010 - August 2010
Job MBA Candidate at University of Chicago Booth School of Business
Industry Management Consulting
Experience
University of Chicago Booth School of Business June 2015 - Present
Pace Harmon September 2011 - June 2015
Morgan Stanley June 2010 - August 2010
Skills
Financial Modeling, Management Consulting, Strategy, Data Analysis, Business Strategy, Strategic Sourcing, Systems Integration, ERP, IT Procurement, Business Process..., Analytics, Competitive Analysis, Financial Analysis, Program Management, 3PL, Integration
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
University of California, Berkeley, Haas School of Business 2009 — 2011
B.S., Business Administration
University of California, Berkeley 2007 — 2011
B.A., Economics
University of Chicago Booth School of Business June 2015 - Present
Pace Harmon September 2011 - June 2015
Morgan Stanley June 2010 - August 2010
Skills
Financial Modeling, Management Consulting, Strategy, Data Analysis, Business Strategy, Strategic Sourcing, Systems Integration, ERP, IT Procurement, Business Process..., Analytics, Competitive Analysis, Financial Analysis, Program Management, 3PL, Integration
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
University of California, Berkeley, Haas School of Business 2009 — 2011
B.S., Business Administration
University of California, Berkeley 2007 — 2011
B.A., Economics
Tyler Steele, CFA Tyler Steele, CFA's Morgan Stanley Experience February 2004 - March 2006
Job Senior Vice President, Portfolio Manager at Richardson GMP
Industry Banking
Experience
Richardson GMP November 2013 - Present
Macquarie Private Wealth September 2010 - October 2013
CIBC August 2007 - September 2010
Bear Stearns February 2006 - February 2007
Morgan Stanley February 2004 - March 2006
MSCI Barra 2004 - 2006
Merrill Lynch June 1999 - October 2003
Skills
Wealth Management, Investment Advisory, Portfolio Management, Investments, Retirement Planning, Asset Allocation, Investment Strategies, Equities, Alternative Investments, Life Insurance, Estate Tax Planning, Fixed Income, Hedge Funds, Disability Insurance, GIC, Capital Markets, Mutual Funds, Asset Management, Bonds, Derivatives, Bloomberg, ETFs, Equity Research, Investment Management, Securities, Asset Managment, Options, Term Life Insurance, Estate Planning, Wealth Management...
Education
The University of British Columbia 1991 — 1994
BA, Economics
Handsworth 1986 — 1990
Richardson GMP November 2013 - Present
Macquarie Private Wealth September 2010 - October 2013
CIBC August 2007 - September 2010
Bear Stearns February 2006 - February 2007
Morgan Stanley February 2004 - March 2006
MSCI Barra 2004 - 2006
Merrill Lynch June 1999 - October 2003
Skills
Wealth Management, Investment Advisory, Portfolio Management, Investments, Retirement Planning, Asset Allocation, Investment Strategies, Equities, Alternative Investments, Life Insurance, Estate Tax Planning, Fixed Income, Hedge Funds, Disability Insurance, GIC, Capital Markets, Mutual Funds, Asset Management, Bonds, Derivatives, Bloomberg, ETFs, Equity Research, Investment Management, Securities, Asset Managment, Options, Term Life Insurance, Estate Planning, Wealth Management...
Education
The University of British Columbia 1991 — 1994
BA, Economics
Handsworth 1986 — 1990
Jim Delaney Jim Delaney's Morgan Stanley Experience August 2010 - May 2013
Job Vice President at SilverCap Partners
Industry Real Estate
Experience
SilverCap Partners May 2013 - Present
Morgan Stanley August 2010 - May 2013
Bank of America June 2005 - July 2008
Skills
Valuation, Financial Modeling, Real Estate, Due Diligence, Investments, Investment Properties
Education
The University of Chicago - Booth School of Business 2008 — 2010
M.B.A., Finance, Accounting, and Entrepreneurship
Wake Forest University 2001 — 2005
B.S., Analytical Finance
SilverCap Partners May 2013 - Present
Morgan Stanley August 2010 - May 2013
Bank of America June 2005 - July 2008
Skills
Valuation, Financial Modeling, Real Estate, Due Diligence, Investments, Investment Properties
Education
The University of Chicago - Booth School of Business 2008 — 2010
M.B.A., Finance, Accounting, and Entrepreneurship
Wake Forest University 2001 — 2005
B.S., Analytical Finance
Gerald Jablonski Gerald Jablonski's Morgan Stanley Experience March 1987 - February 2003
Job Fixed Income Sales and Management
Industry Financial Services
Experience
Incapital September 2009 - September 2011
Countrywide Securities Corporation January 2003 - August 2008
Morgan Stanley March 1987 - February 2003
Education
The University of Chicago Booth School of Business 1983 — 1984
MBA, Finance
University of Notre Dame 1977 — 1981
BS, Electrical Engineering
Incapital September 2009 - September 2011
Countrywide Securities Corporation January 2003 - August 2008
Morgan Stanley March 1987 - February 2003
Education
The University of Chicago Booth School of Business 1983 — 1984
MBA, Finance
University of Notre Dame 1977 — 1981
BS, Electrical Engineering
William Wei Xing's Morgan Stanley Experience January 2014 - September 2014
Job Assistant Vice President at Citi
Industry Financial Services
Experience
Citi November 2014 - Present
Morgan Stanley January 2014 - September 2014
Markit June 2012 - October 2013
University of Western Ontario September 2010 - August 2012
University of Western Ontario September 2010 - April 2012
Research In Motion January 2007 - August 2007
Environment Canada September 2006 - December 2006
Skills
Monte Carlo Simulation, Numerical Analysis, Quantitative Analytics, Interest Rate..., Financial Modeling, Statistics, Derivatives, Stochastic Modeling, Fixed Income, Regression Testing, C, C++, Matlab, LaTeX, R, Bloomberg Terminal, Options, Applied Mathematics, Mathematical Modeling, Probability Theory, Portfolio Optimization, Time Series Analysis, VBA, Financial Engineering, Statistical Modeling, Partial Differential..., Options Pricing, Hedging, Quantitative Modeling, Excel, VHDL, Model Calibration, KDB+, Q, Kapow, Cold Calling, Email Strategy
Education
The University of Western Ontario 2010 — 2012
Master of Science, Mathematical Finance
The University of British Columbia 2004 — 2010
Bachelor of Applied Science, Electrical Engineering, Honours Mathematics
Citi November 2014 - Present
Morgan Stanley January 2014 - September 2014
Markit June 2012 - October 2013
University of Western Ontario September 2010 - August 2012
University of Western Ontario September 2010 - April 2012
Research In Motion January 2007 - August 2007
Environment Canada September 2006 - December 2006
Skills
Monte Carlo Simulation, Numerical Analysis, Quantitative Analytics, Interest Rate..., Financial Modeling, Statistics, Derivatives, Stochastic Modeling, Fixed Income, Regression Testing, C, C++, Matlab, LaTeX, R, Bloomberg Terminal, Options, Applied Mathematics, Mathematical Modeling, Probability Theory, Portfolio Optimization, Time Series Analysis, VBA, Financial Engineering, Statistical Modeling, Partial Differential..., Options Pricing, Hedging, Quantitative Modeling, Excel, VHDL, Model Calibration, KDB+, Q, Kapow, Cold Calling, Email Strategy
Education
The University of Western Ontario 2010 — 2012
Master of Science, Mathematical Finance
The University of British Columbia 2004 — 2010
Bachelor of Applied Science, Electrical Engineering, Honours Mathematics
Jason Rotter, MBA Jason Rotter, MBA's Morgan Stanley Experience 2001 - 2002
Job Investment Management Sales/Business Development and Relationship Management Professional
Industry Investment Management
Experience
Hewitt EnnisKnupp - an Aon Company 2012 - 2014
Windy City Golf League 2008 - 2012
Independent Consultant 2008 - 2012
Callan Associates 2008 - 2008
Van Kampen Investments 2007 - 2008
Van Kampen Investments 2004 - 2007
Fifth Third Bank 2002 - 2003
Morgan Stanley 2001 - 2002
Skills
Portfolio Management, Investments, Investment Strategies, Asset Management, Mutual Funds, Asset Allocation, Investment Management, Business Strategy, Negotiation, Financial Services, Asset Managment, Relationship Management, Account Management, Wealth Management, Series 7, Equities, Research, Due Diligence, Superior Client Service, Customer Relations, Client Service Oriented, Qualitative Research, Alternative Investments, RFI, RFP, Database Administration, Copywriting, Web Content Management, Content Development, Competitive Analysis, CRM, Management, Client Services
Education
The University of Chicago Booth School of Business 2004 — 2007
M.B.A., Finance, Strategic Management, Entrepreneurship
University of Michigan 1995 — 1999
B.A., Economics
Lake Michigan Catholic High School 1992 — 1995
Hewitt EnnisKnupp - an Aon Company 2012 - 2014
Windy City Golf League 2008 - 2012
Independent Consultant 2008 - 2012
Callan Associates 2008 - 2008
Van Kampen Investments 2007 - 2008
Van Kampen Investments 2004 - 2007
Fifth Third Bank 2002 - 2003
Morgan Stanley 2001 - 2002
Skills
Portfolio Management, Investments, Investment Strategies, Asset Management, Mutual Funds, Asset Allocation, Investment Management, Business Strategy, Negotiation, Financial Services, Asset Managment, Relationship Management, Account Management, Wealth Management, Series 7, Equities, Research, Due Diligence, Superior Client Service, Customer Relations, Client Service Oriented, Qualitative Research, Alternative Investments, RFI, RFP, Database Administration, Copywriting, Web Content Management, Content Development, Competitive Analysis, CRM, Management, Client Services
Education
The University of Chicago Booth School of Business 2004 — 2007
M.B.A., Finance, Strategic Management, Entrepreneurship
University of Michigan 1995 — 1999
B.A., Economics
Lake Michigan Catholic High School 1992 — 1995
Allan Rimland Allan Rimland's Morgan Stanley Experience 1996 - 1999
Job President and Chief Financial Officer at AdCare Health Systems, Inc.
Industry Real Estate
Experience
AdCare Health Systems, Inc. April 2015 - Present
Stephens Inc. March 2011 - February 2015
JMP Securities 2008 - 2011
Wachovia Securities 2001 - 2008
Banc of America Securities 1999 - 2001
Morgan Stanley 1996 - 1999
NatWest Markets 1992 - 1995
Smith Barney 1989 - 1991
Booz Allen Hamilton 1985 - 1987
Education
The University of Chicago - Booth School of Business 1987 — 1989
MBA, Finance, General
University of Pennsylvania 1981 — 1985
BAS, Applied Science-Computer Science Enginnering
University of Pennsylvania - The Wharton School 1981 — 1985
BS.Econ., Finance/Management
AdCare Health Systems, Inc. April 2015 - Present
Stephens Inc. March 2011 - February 2015
JMP Securities 2008 - 2011
Wachovia Securities 2001 - 2008
Banc of America Securities 1999 - 2001
Morgan Stanley 1996 - 1999
NatWest Markets 1992 - 1995
Smith Barney 1989 - 1991
Booz Allen Hamilton 1985 - 1987
Education
The University of Chicago - Booth School of Business 1987 — 1989
MBA, Finance, General
University of Pennsylvania 1981 — 1985
BAS, Applied Science-Computer Science Enginnering
University of Pennsylvania - The Wharton School 1981 — 1985
BS.Econ., Finance/Management
Samuel Hu, CFA Samuel Hu, CFA's Morgan Stanley Experience October 2009 - January 2012
Job EVP Head of Legal, Compliance and Operations at Fundation Group LLC
Industry Financial Services
Experience
Fundation Group LLC July 2014 - Present
Private Investor February 2012 - Present
Chapman and Cutler LLP April 2012 - June 2014
Morgan Stanley October 2009 - January 2012
Orrick Herrington & Sutcliffe LLP August 2007 - October 2009
Stikeman Elliott LLP July 2006 - May 2007
Current Sales Corporation April 2002 - December 2003
Skills
Structured Finance, Derivatives, Capital Markets, Corporate Finance, Credit Analysis, Due Diligence, Structured Products, Securities Regulation, Securitization, Financial Structuring, Debt, Securities Law, Equity Capital Markets, Finance, Information Security, Internal Controls, Software Development
Education
CFA Institute 2009 — 2012
CFA, Chartered Financial Analyst charter holder
The University of British Columbia 2003 — 2006
Bachelor of Laws (JD), Law
Simon Fraser University 1996 — 2002
Bachelor of Applied Science, EE
Fundation Group LLC July 2014 - Present
Private Investor February 2012 - Present
Chapman and Cutler LLP April 2012 - June 2014
Morgan Stanley October 2009 - January 2012
Orrick Herrington & Sutcliffe LLP August 2007 - October 2009
Stikeman Elliott LLP July 2006 - May 2007
Current Sales Corporation April 2002 - December 2003
Skills
Structured Finance, Derivatives, Capital Markets, Corporate Finance, Credit Analysis, Due Diligence, Structured Products, Securities Regulation, Securitization, Financial Structuring, Debt, Securities Law, Equity Capital Markets, Finance, Information Security, Internal Controls, Software Development
Education
CFA Institute 2009 — 2012
CFA, Chartered Financial Analyst charter holder
The University of British Columbia 2003 — 2006
Bachelor of Laws (JD), Law
Simon Fraser University 1996 — 2002
Bachelor of Applied Science, EE
Giselle White Mazier's Morgan Stanley Experience 2000 - 2005
Job Director of Marketing at Harvey Partners
Industry Financial Services
Experience
Harvey Partners July 2014 - Present
William Pitt Sotheby's International Realty January 2011 - January 2014
Morgan Stanley 2000 - 2005
J.P. Morgan 1995 - 2000
Skills
Investments, Investor Relations, Real Estate, Hedge Funds, Investment Properties, Sales, Asset Management, Equities, Marketing, Marketing Strategy, Management
Education
The University of Chicago - Booth School of Business 1997 — 2000
MBA
University of Miami 1987 — 1991
BA
Harvey Partners July 2014 - Present
William Pitt Sotheby's International Realty January 2011 - January 2014
Morgan Stanley 2000 - 2005
J.P. Morgan 1995 - 2000
Skills
Investments, Investor Relations, Real Estate, Hedge Funds, Investment Properties, Sales, Asset Management, Equities, Marketing, Marketing Strategy, Management
Education
The University of Chicago - Booth School of Business 1997 — 2000
MBA
University of Miami 1987 — 1991
BA
Lou Bremer Lou Bremer's Morgan Stanley Experience March 2005 - August 2007
Job Managing Director at Cerberus Capital Management
Industry Venture Capital & Private Equity
Experience
Cerberus Capital Management January 2015 - Present
Bain Capital August 2012 - December 2014
Windage Capital July 2011 - August 2012
Veritas Capital April 2009 - April 2011
The White House September 2007 - September 2008
Morgan Stanley March 2005 - August 2007
JPMorgan Chase & Co. August 2002 - March 2005
US Navy June 1992 - August 2000
Skills
Venture Capital, Private Equity, Corporate Finance, Valuation, Homeland Security, Start-ups, Counterterrorism, National Security, Special Operations, Due Diligence, Joint Ventures, Financial Modeling, Business Strategy, Investments, Entrepreneurship, Financial Analysis, Investment Banking, New Business Development, Strategic Partnerships, Corporate Development, Strategy, Emerging Markets, Asset Managment, LBO, Equities, Capital Markets, Mergers & Acquisitions, Leadership, Acquisition Integration, Portfolio Management, Foreign Relations, Strategic Consulting, Asset Management, Alternative Investments, Foreign Policy, Restructuring, Finance, Management, IPO, Leveraged Finance
Education
The University of Chicago Booth School of Business 2000 — 2002
MBA
United States Air Force Academy 1988 — 1992
BS
Cerberus Capital Management January 2015 - Present
Bain Capital August 2012 - December 2014
Windage Capital July 2011 - August 2012
Veritas Capital April 2009 - April 2011
The White House September 2007 - September 2008
Morgan Stanley March 2005 - August 2007
JPMorgan Chase & Co. August 2002 - March 2005
US Navy June 1992 - August 2000
Skills
Venture Capital, Private Equity, Corporate Finance, Valuation, Homeland Security, Start-ups, Counterterrorism, National Security, Special Operations, Due Diligence, Joint Ventures, Financial Modeling, Business Strategy, Investments, Entrepreneurship, Financial Analysis, Investment Banking, New Business Development, Strategic Partnerships, Corporate Development, Strategy, Emerging Markets, Asset Managment, LBO, Equities, Capital Markets, Mergers & Acquisitions, Leadership, Acquisition Integration, Portfolio Management, Foreign Relations, Strategic Consulting, Asset Management, Alternative Investments, Foreign Policy, Restructuring, Finance, Management, IPO, Leveraged Finance
Education
The University of Chicago Booth School of Business 2000 — 2002
MBA
United States Air Force Academy 1988 — 1992
BS
Heidi Mick's Morgan Stanley Experience January 2015 - Present
Job First Vice President, Complex Business Service Officer at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley 2013 - Present
Merrill Lynch August 1999 - March 2013
Merrill Lynch 1999 - 2013
Skills
Wealth Management, Investments, Financial Services, Investment Strategies, Securities
Education
The University of Akron
The University of Akron
Morgan Stanley January 2015 - Present
Morgan Stanley 2013 - Present
Merrill Lynch August 1999 - March 2013
Merrill Lynch 1999 - 2013
Skills
Wealth Management, Investments, Financial Services, Investment Strategies, Securities
Education
The University of Akron
The University of Akron
Robert (Bobby) Reifman's Morgan Stanley Experience May 2007 - August 2007
Job Director at Lincoln International
Industry Investment Banking
Experience
Lincoln International July 2008 - Present
Morgan Stanley May 2007 - August 2007
TradeLink April 2004 - August 2006
Skills
Mergers, Acquisitions, Valuation, Financial Modeling, Investment Banking, Private Equity, Financial Analysis, Divestitures, Debt, LBO, Corporate Finance, Corporate Development, Business Valuation, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 2006 — 2008
Master of Business Administration (M.B.A.), Finance, Accounting, Entrepreneurship
University of Illinois at Urbana-Champaign 1999 — 2003
Bachelor of Science (B.S.), Mechanical Engineering
Lincoln International July 2008 - Present
Morgan Stanley May 2007 - August 2007
TradeLink April 2004 - August 2006
Skills
Mergers, Acquisitions, Valuation, Financial Modeling, Investment Banking, Private Equity, Financial Analysis, Divestitures, Debt, LBO, Corporate Finance, Corporate Development, Business Valuation, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 2006 — 2008
Master of Business Administration (M.B.A.), Finance, Accounting, Entrepreneurship
University of Illinois at Urbana-Champaign 1999 — 2003
Bachelor of Science (B.S.), Mechanical Engineering
Ann Mills's Morgan Stanley Experience June 1987 - 1991
Job Founder & Principal, The Resourceful Business
Industry Management Consulting
Experience
Resourceful Business November 2010 - Present
Color Me Mine August 2004 - October 2010
ABN AMRO September 1997 - March 2001
Merrill Lynch August 1991 - August 1996
Morgan Stanley June 1987 - 1991
Skills
Social Media Marketing, Entrepreneurship, Business Planning, Web Design, Management, Marketing Strategy, Equities, Online Marketing, Strategy, Start-ups, Digital Marketing, E-commerce, Training, Social Networking, Brand Development, Online Advertising, Strategic Partnerships, Small Business, Email Marketing, Business Strategy, Venture Capital, Lead Generation, Direct Marketing, Marketing
Education
The University of Chicago Booth School of Business 1985 — 1987
MBA, Finance
University of Pittsburgh 1984 — 1985
MA, Econometrics
University of Pittsburgh 1981 — 1985
BA, Economics
Resourceful Business November 2010 - Present
Color Me Mine August 2004 - October 2010
ABN AMRO September 1997 - March 2001
Merrill Lynch August 1991 - August 1996
Morgan Stanley June 1987 - 1991
Skills
Social Media Marketing, Entrepreneurship, Business Planning, Web Design, Management, Marketing Strategy, Equities, Online Marketing, Strategy, Start-ups, Digital Marketing, E-commerce, Training, Social Networking, Brand Development, Online Advertising, Strategic Partnerships, Small Business, Email Marketing, Business Strategy, Venture Capital, Lead Generation, Direct Marketing, Marketing
Education
The University of Chicago Booth School of Business 1985 — 1987
MBA, Finance
University of Pittsburgh 1984 — 1985
MA, Econometrics
University of Pittsburgh 1981 — 1985
BA, Economics
David Meats's Morgan Stanley Experience June 2011 - August 2011
Job Equity Analyst at Morningstar
Industry Financial Services
Experience
Morningstar Inc February 2014 - Present
Raymond James June 2012 - February 2014
Morgan Stanley June 2011 - August 2011
Eni SpA July 2008 - June 2010
Burren Energy September 2006 - June 2008
Skills
Financial Modeling, Economics, Valuation, Equity Research, Corporate Finance, Equities, Financial Analysis, Investments, Upstream, Business Strategy, Energy, Analysis, Portfolio Management, Accounting, Asset Management, Bloomberg, Equity Valuation, Finance
Education
The University of Chicago - Booth School of Business 2000 — 2012
MBA, Business Administration
University of London 2005 — 2006
MSc, Petroleum Geology
University of Nottingham 2000 — 2004
MSci, Physics
Morningstar Inc February 2014 - Present
Raymond James June 2012 - February 2014
Morgan Stanley June 2011 - August 2011
Eni SpA July 2008 - June 2010
Burren Energy September 2006 - June 2008
Skills
Financial Modeling, Economics, Valuation, Equity Research, Corporate Finance, Equities, Financial Analysis, Investments, Upstream, Business Strategy, Energy, Analysis, Portfolio Management, Accounting, Asset Management, Bloomberg, Equity Valuation, Finance
Education
The University of Chicago - Booth School of Business 2000 — 2012
MBA, Business Administration
University of London 2005 — 2006
MSc, Petroleum Geology
University of Nottingham 2000 — 2004
MSci, Physics
Patrick Dillon Patrick Dillon's Morgan Stanley Experience August 2011 - Present
Job Investment Banking Vice President at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley August 2011 - Present
The University of Chicago Booth School of Business September 2009 - June 2011
Morgan Stanley June 2010 - August 2010
Deloitte August 2005 - September 2009
Deloitte 2003 - 2004
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA with honors, Analytic Finance and Entrepreneurship
University of Notre Dame - Mendoza College of Business 2004 — 2005
Master of Science in Accountancy
University of Notre Dame - Mendoza College of Business 2000 — 2004
Bachelor of Business Administration, Accounting
Morgan Stanley August 2011 - Present
The University of Chicago Booth School of Business September 2009 - June 2011
Morgan Stanley June 2010 - August 2010
Deloitte August 2005 - September 2009
Deloitte 2003 - 2004
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA with honors, Analytic Finance and Entrepreneurship
University of Notre Dame - Mendoza College of Business 2004 — 2005
Master of Science in Accountancy
University of Notre Dame - Mendoza College of Business 2000 — 2004
Bachelor of Business Administration, Accounting
Eva Leighton's Morgan Stanley Experience May 2012 - May 2015
Job
Industry Financial Services
Experience
Leighton Advising LLC June 2015 - Present
Morgan Stanley May 2012 - May 2015
AIG Asset Management June 2010 - April 2012
Citigroup 2002 - May 2010
Egon Zehnder International 2000 - 2002
Citibank 1988 - May 2000
Education
The University of Chicago Booth School of Business 1986 — 1988
MBA, Finance and International Economics
The University of Chicago 1982 — 1986
BA, Economics
Leighton Advising LLC June 2015 - Present
Morgan Stanley May 2012 - May 2015
AIG Asset Management June 2010 - April 2012
Citigroup 2002 - May 2010
Egon Zehnder International 2000 - 2002
Citibank 1988 - May 2000
Education
The University of Chicago Booth School of Business 1986 — 1988
MBA, Finance and International Economics
The University of Chicago 1982 — 1986
BA, Economics
Asako Tsumagari's Morgan Stanley Experience 1993 - 1996
Job Founder & CEO, MEvident, Inc., Healthcare Expert
Industry Health, Wellness and Fitness
Experience
MEvident, Inc. 2011 - Present
Independent Strategy Consulting 2007 - Present
Philips Consumer Healthcare Solutions 2006 - 2007
Philips 2004 - 2006
Philips 2002 - 2004
NEC Electronics 2001 - 2002
McKinsey & Company 1998 - 2001
Morgan Stanley 1993 - 1996
Education
The University of Chicago Booth School of Business 1996 — 1998
MBA, International Business & Analytic Finance
東京大学 1989 — 1993
BS, Economics
MEvident, Inc. 2011 - Present
Independent Strategy Consulting 2007 - Present
Philips Consumer Healthcare Solutions 2006 - 2007
Philips 2004 - 2006
Philips 2002 - 2004
NEC Electronics 2001 - 2002
McKinsey & Company 1998 - 2001
Morgan Stanley 1993 - 1996
Education
The University of Chicago Booth School of Business 1996 — 1998
MBA, International Business & Analytic Finance
東京大学 1989 — 1993
BS, Economics
Gaurav (Guru) Gupta Gaurav (Guru) Gupta's Morgan Stanley Experience January 2015 - Present
Job
Industry Investment Banking
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley January 2012 - December 2014
Morgan Stanley January 2009 - December 2011
Morgan Stanley July 2007 - December 2008
Citigroup Global Markets Inc. August 2005 - June 2007
Citi - Investment Banking 2005 - 2007
Citigroup Global Markets, Inc. June 2004 - September 2004
Morgan Stanley June 1999 - July 2003
Citibank 1998 - 1999
Education
University of Chicago Graduate School of Business (Chicago GSB) 2003 — 2005
MBA
The University of Chicago 2003 — 2005
MBA
The University of Chicago Booth School of Business 2003 — 2005
MBA
American Institute of Certified Public Accountants 1999 — 1999
CPA
The Institute of Chartered Accountants of India 1996 — 1998
CA
Mohanlal Sukhadia University, Udaipur 1994 — 1997
B. Com.
Alok School 1980 — 1993
High School
Morgan Stanley January 2015 - Present
Morgan Stanley January 2012 - December 2014
Morgan Stanley January 2009 - December 2011
Morgan Stanley July 2007 - December 2008
Citigroup Global Markets Inc. August 2005 - June 2007
Citi - Investment Banking 2005 - 2007
Citigroup Global Markets, Inc. June 2004 - September 2004
Morgan Stanley June 1999 - July 2003
Citibank 1998 - 1999
Education
University of Chicago Graduate School of Business (Chicago GSB) 2003 — 2005
MBA
The University of Chicago 2003 — 2005
MBA
The University of Chicago Booth School of Business 2003 — 2005
MBA
American Institute of Certified Public Accountants 1999 — 1999
CPA
The Institute of Chartered Accountants of India 1996 — 1998
CA
Mohanlal Sukhadia University, Udaipur 1994 — 1997
B. Com.
Alok School 1980 — 1993
High School
Andrew Isaacs, CA(SA) Andrew Isaacs, CA(SA)'s Morgan Stanley Experience August 2011 - July 2013
Job Vice President at Evercore Partners
Industry Investment Banking
Experience
Evercore Partners September 2013 - Present
Morgan Stanley August 2011 - July 2013
Morgan Stanley June 2010 - August 2010
KPMG January 2006 - June 2009
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA, Finance and Entrepreneurship
University of Johannesburg 2000 — 2005
Bachelor of Commerce Hons. (B.Com.), Accounting and Finance
Evercore Partners September 2013 - Present
Morgan Stanley August 2011 - July 2013
Morgan Stanley June 2010 - August 2010
KPMG January 2006 - June 2009
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA, Finance and Entrepreneurship
University of Johannesburg 2000 — 2005
Bachelor of Commerce Hons. (B.Com.), Accounting and Finance
Jerrey A. Thurston Jerrey A. Thurston's Morgan Stanley Experience November 2001 - January 2009
Job Senior Vice PresidentWealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. February 2014 - Present
UBS January 2009 - February 2014
Morgan Stanley November 2001 - January 2009
Professional Baseball Player June 1990 - October 2001
Skills
Wealth Management, Series 7, Investments, Asset Allocation, Strategic Financial..., Retirement Planning, Risk Management, Series 63, Equities, Asset Management, Strategic Planning, Baseball, Series 65, Leadership, Investment Advisory, Financial Advisory, ETFs, Strategy, Fixed Income, 401k Rollovers, Wealth, Estate Planning, Securities, Finance, Financial Planners, Financial Analysis, Private Banking, FINRA, Hedge Funds, Retirement Plan..., 401k, Investment Strategies, Retirement, Business Planning, Investment Management, Wealth Management..., Portfolio Management
Education
Certified Financial Planning
CFP
The University of Chicago - Booth School of Business
Certified Private Wealth Advisor, Wealth Management
Wharton School of Business
CIMA, Certified Investment Management Analyst
UBS Financial Services Inc. February 2014 - Present
UBS January 2009 - February 2014
Morgan Stanley November 2001 - January 2009
Professional Baseball Player June 1990 - October 2001
Skills
Wealth Management, Series 7, Investments, Asset Allocation, Strategic Financial..., Retirement Planning, Risk Management, Series 63, Equities, Asset Management, Strategic Planning, Baseball, Series 65, Leadership, Investment Advisory, Financial Advisory, ETFs, Strategy, Fixed Income, 401k Rollovers, Wealth, Estate Planning, Securities, Finance, Financial Planners, Financial Analysis, Private Banking, FINRA, Hedge Funds, Retirement Plan..., 401k, Investment Strategies, Retirement, Business Planning, Investment Management, Wealth Management..., Portfolio Management
Education
Certified Financial Planning
CFP
The University of Chicago - Booth School of Business
Certified Private Wealth Advisor, Wealth Management
Wharton School of Business
CIMA, Certified Investment Management Analyst
Paul Spieldenner, CFA Paul Spieldenner, CFA's Morgan Stanley Experience August 1988 - July 1991
Job Portfolio Manager
Industry Investment Management
Experience
Taiyo Pacific Partners LP October 2011 - April 2015
Sector & Sovereign Research, LLC September 2010 - October 2011
Wada Capital Management, LLC July 2008 - August 2010
Viking Global Investors LP July 2004 - December 2007
Bamboo Capital, LLC July 1999 - June 2004
Tiger Management November 1996 - June 1999
Fidelity Investments Japan August 1993 - October 1996
Morgan Stanley August 1988 - July 1991
Skills
Asset Management, Japanese, Hedge Funds, Equities, Portfolio Management, Corporate Finance, Alternative Investments, Equity Research, Finance, Investment Management, Mutual Funds, Valuation, Bloomberg, Investments, Capital Markets
Education
The University of Chicago Booth School of Business 1991 — 1993
MBA, Finance & Accounting
University of Notre Dame 1984 — 1988
BBA, Finance & Japanese
Taiyo Pacific Partners LP October 2011 - April 2015
Sector & Sovereign Research, LLC September 2010 - October 2011
Wada Capital Management, LLC July 2008 - August 2010
Viking Global Investors LP July 2004 - December 2007
Bamboo Capital, LLC July 1999 - June 2004
Tiger Management November 1996 - June 1999
Fidelity Investments Japan August 1993 - October 1996
Morgan Stanley August 1988 - July 1991
Skills
Asset Management, Japanese, Hedge Funds, Equities, Portfolio Management, Corporate Finance, Alternative Investments, Equity Research, Finance, Investment Management, Mutual Funds, Valuation, Bloomberg, Investments, Capital Markets
Education
The University of Chicago Booth School of Business 1991 — 1993
MBA, Finance & Accounting
University of Notre Dame 1984 — 1988
BBA, Finance & Japanese
Ali Yazdi Ali Yazdi's Morgan Stanley Experience 2010 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2010 - Present
Powerex 1998 - 2009
Education
The University of British Columbia 1988 — 1992
BComm, Finance
CFA Institute
CFA Charterholder
Morgan Stanley 2010 - Present
Powerex 1998 - 2009
Education
The University of British Columbia 1988 — 1992
BComm, Finance
CFA Institute
CFA Charterholder
Richie Jain Richie Jain's Morgan Stanley Experience June 2009 - Present
Job Vice President at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2009 - Present
University of Chicago Graduate School of Business September 2008 - June 2010
Boston Scientific February 2005 - June 2008
Boston Scientific CRM February 2005 - June 2008
Education
The University of Chicago Booth School of Business 2008 — 2010
MBA, Finance
University of Michigan 2001 — 2004
Bachelor of Science (BSc), Electrical and Electronics Engineering
Morgan Stanley June 2009 - Present
University of Chicago Graduate School of Business September 2008 - June 2010
Boston Scientific February 2005 - June 2008
Boston Scientific CRM February 2005 - June 2008
Education
The University of Chicago Booth School of Business 2008 — 2010
MBA, Finance
University of Michigan 2001 — 2004
Bachelor of Science (BSc), Electrical and Electronics Engineering
Jonathan Kolodziej Jonathan Kolodziej's Morgan Stanley Experience July 2007 - November 2008
Job Associate at Bradley Arant Boult Cummings LLP
Industry Legal Services
Experience
Bradley Arant Boult Cummings LLP September 2012 - Present
Morgan Stanley July 2007 - November 2008
Skills
Legal Research, Litigation, Legal Writing, Civil Litigation
Education
The University of Alabama School of Law 2009 — 2012
Doctor of Law (JD)
Villanova University 2003 — 2007
Bachelor of Arts (B.A.), Economics
Bradley Arant Boult Cummings LLP September 2012 - Present
Morgan Stanley July 2007 - November 2008
Skills
Legal Research, Litigation, Legal Writing, Civil Litigation
Education
The University of Alabama School of Law 2009 — 2012
Doctor of Law (JD)
Villanova University 2003 — 2007
Bachelor of Arts (B.A.), Economics
Jay Gadberry Jay Gadberry's Morgan Stanley Experience January 2001 - March 2010
Job President Gadberry Financial Group
Industry Investment Management
Experience
Gadberry Financial April 2010 - Present
Morgan Stanley January 2001 - March 2010
Morgan Keegan January 1987 - January 2001
Skills
Managing Accounts, Investment Advisory, CPA, Certified Investment..., Series 7, Series 63, Series 24, Series 65, Life/Disability..., Investments, Portfolio Management, Finance, Financial Advisory, Strategic Planning, Management, Securities, Customer Service, Investment Management, Public Speaking, Venture Capital, Alternative Investments, Marketing, Asset Management, Wealth Management..., Retirement Planning, Hedge Funds, Strategic Financial..., Insurance, Fixed Annuities, 401k, Team Building, Equities, Financial Planners, Wealth, Wealth Management, Asset Allocation, Bloomberg, Retirement, Estate Planning, FINRA, Mutual Funds, Fixed Income, Investment Strategies, Private Equity
Education
University of Chicago Graduate School of Business 2006 — 2006
Senior Consultant Program
Wharton School, University of Pennsylvania 2005 — 2005
Senior Consultant Program ICS
University of Arkansas at Fayetteville 1980 — 1984
BSBA, Accounting/Finance and Financial Management Services
Gadberry Financial April 2010 - Present
Morgan Stanley January 2001 - March 2010
Morgan Keegan January 1987 - January 2001
Skills
Managing Accounts, Investment Advisory, CPA, Certified Investment..., Series 7, Series 63, Series 24, Series 65, Life/Disability..., Investments, Portfolio Management, Finance, Financial Advisory, Strategic Planning, Management, Securities, Customer Service, Investment Management, Public Speaking, Venture Capital, Alternative Investments, Marketing, Asset Management, Wealth Management..., Retirement Planning, Hedge Funds, Strategic Financial..., Insurance, Fixed Annuities, 401k, Team Building, Equities, Financial Planners, Wealth, Wealth Management, Asset Allocation, Bloomberg, Retirement, Estate Planning, FINRA, Mutual Funds, Fixed Income, Investment Strategies, Private Equity
Education
University of Chicago Graduate School of Business 2006 — 2006
Senior Consultant Program
Wharton School, University of Pennsylvania 2005 — 2005
Senior Consultant Program ICS
University of Arkansas at Fayetteville 1980 — 1984
BSBA, Accounting/Finance and Financial Management Services
Kaushik Ravi Kaushik Ravi's Morgan Stanley Experience June 2005 - August 2005
Job Private Equity Associate, Goldman Sachs Merchant Banking
Industry Venture Capital & Private Equity
Experience
Goldman Sachs September 2015 - Present
Goldman Sachs July 2012 - August 2015
Goldman Sachs June 2011 - August 2011
AID India April 2010 - July 2010
Deloitte Consulting September 2007 - April 2010
BNP Paribas January 2006 - June 2007
Morgan Stanley June 2005 - August 2005
Skills
Capital Markets, Investment Banking, Management Consulting, Mergers & Acquisitions, Strategic Consulting, Outsourcing, Financial Modeling, Finance, Management, Business Analysis, Financial Analysis, Investment Management, Strategic Planning, Negotiation, Mergers, Due Diligence, Market Research, Valuation, Trading, Project Management, Business Process..., Corporate Finance
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA
University of Maryland College Park
BSc
Walter Johnson High
Goldman Sachs September 2015 - Present
Goldman Sachs July 2012 - August 2015
Goldman Sachs June 2011 - August 2011
AID India April 2010 - July 2010
Deloitte Consulting September 2007 - April 2010
BNP Paribas January 2006 - June 2007
Morgan Stanley June 2005 - August 2005
Skills
Capital Markets, Investment Banking, Management Consulting, Mergers & Acquisitions, Strategic Consulting, Outsourcing, Financial Modeling, Finance, Management, Business Analysis, Financial Analysis, Investment Management, Strategic Planning, Negotiation, Mergers, Due Diligence, Market Research, Valuation, Trading, Project Management, Business Process..., Corporate Finance
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA
University of Maryland College Park
BSc
Walter Johnson High
John Tyree John Tyree's Morgan Stanley Experience December 2008 - Present
Job Managing Director at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley December 2008 - Present
Morgan Stanley July 1994 - June 2004
US Army August 1987 - July 1992
Skills
IPO and Equity Execution, Equity Capital Markets, IPO, Corporate Finance, Equities, Derivatives, Fixed Income, Mergers & Acquisitions, Investment Banking, High Yield, Private Placements, Venture Capital, Capital Markets, Corporate Development, Financial Modeling, Equity Research, Management, LBO, Valuation, Hedge Funds, Private Equity, Alternative Investments, Due Diligence, Investments, M&A experience, Securities, Emerging Markets, Asset Management
Education
The Tuck School of Business at Dartmouth 1993 — 1995
MBA, Finance
United States Military Academy at West Point 1984 — 1987
BS, General Engineering and English Literature
Morgan Stanley December 2008 - Present
Morgan Stanley July 1994 - June 2004
US Army August 1987 - July 1992
Skills
IPO and Equity Execution, Equity Capital Markets, IPO, Corporate Finance, Equities, Derivatives, Fixed Income, Mergers & Acquisitions, Investment Banking, High Yield, Private Placements, Venture Capital, Capital Markets, Corporate Development, Financial Modeling, Equity Research, Management, LBO, Valuation, Hedge Funds, Private Equity, Alternative Investments, Due Diligence, Investments, M&A experience, Securities, Emerging Markets, Asset Management
Education
The Tuck School of Business at Dartmouth 1993 — 1995
MBA, Finance
United States Military Academy at West Point 1984 — 1987
BS, General Engineering and English Literature
Dusan Jovanovic Dusan Jovanovic's Morgan Stanley Experience August 2012 - December 2013
Job Software Engineer at Flipboard Inc.
Industry Computer Software
Experience
Flipboard Inc. February 2014 - Present
Morgan Stanley August 2012 - December 2013
Morgan Stanley May 2011 - August 2011
University First Class Painters March 2008 - October 2008
Skills
Matlab, C++, Java, C, Python, JavaScript, VHDL, Flex, Databases, Web Development, Web Services
Education
The University of British Columbia 2007 — 2012
B.A.Sc, Electrical Engineering
Flipboard Inc. February 2014 - Present
Morgan Stanley August 2012 - December 2013
Morgan Stanley May 2011 - August 2011
University First Class Painters March 2008 - October 2008
Skills
Matlab, C++, Java, C, Python, JavaScript, VHDL, Flex, Databases, Web Development, Web Services
Education
The University of British Columbia 2007 — 2012
B.A.Sc, Electrical Engineering
Derek Meulmeester's Morgan Stanley Experience August 2012 - Present
Job Technology Analyst at Morgan Stanley
Industry Computer Software
Experience
Morgan Stanley August 2012 - Present
Morgan Stanley May 2011 - July 2012
Veridae Systems, Inc. January 2011 - April 2011
Pearl Landscaping May 2008 - September 2009
Skills
Java, Spring, J2EE, JavaScript, Ext JS, jQuery, Web Services, Unix, Software Development, Spring Framework
Education
The University of British Columbia 2007 — 2012
Bachelor of Applied Science, Electrical Engineering Nanotechnology and Microsystems
Morgan Stanley August 2012 - Present
Morgan Stanley May 2011 - July 2012
Veridae Systems, Inc. January 2011 - April 2011
Pearl Landscaping May 2008 - September 2009
Skills
Java, Spring, J2EE, JavaScript, Ext JS, jQuery, Web Services, Unix, Software Development, Spring Framework
Education
The University of British Columbia 2007 — 2012
Bachelor of Applied Science, Electrical Engineering Nanotechnology and Microsystems
Kimberly Haws Falasco Kimberly Haws Falasco's Morgan Stanley Experience 1986 - 2002
Job Director, Branch Manager Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. January 2009 - Present
Smith Barney 2002 - 2009
Morgan Stanley 1986 - 2002
Skills
Helping women take..., Divorced and Widowed..., Retirement Planning, Wealth Management, Strategic Financial..., Alternative Investments, IRAs, Explaining Investments..., Series 7, Investments, Insurance, Asset Allocation, Fixed Annuities, Banking, Series 63, Investment Advisory, Investment Management, Retirement, Wealth Management..., Finance, Mutual Funds, Portfolio Management, Estate Planning, 401k, Financial Advisory, Securities, Investment Strategies, Uniform Combined State..., Asset Management, Series 65, Series 24, FINRA, Financial Planners, Separately Managed..., Financial Services, Certified Financial..., Wealth, Wealth Accumulation, Roth IRA, Personal Financial..., Long-term Care, Equities, Management
Education
The University of Akron
Bachelor's, Personal Finance
Robert W. Baird & Co. January 2009 - Present
Smith Barney 2002 - 2009
Morgan Stanley 1986 - 2002
Skills
Helping women take..., Divorced and Widowed..., Retirement Planning, Wealth Management, Strategic Financial..., Alternative Investments, IRAs, Explaining Investments..., Series 7, Investments, Insurance, Asset Allocation, Fixed Annuities, Banking, Series 63, Investment Advisory, Investment Management, Retirement, Wealth Management..., Finance, Mutual Funds, Portfolio Management, Estate Planning, 401k, Financial Advisory, Securities, Investment Strategies, Uniform Combined State..., Asset Management, Series 65, Series 24, FINRA, Financial Planners, Separately Managed..., Financial Services, Certified Financial..., Wealth, Wealth Accumulation, Roth IRA, Personal Financial..., Long-term Care, Equities, Management
Education
The University of Akron
Bachelor's, Personal Finance
Lee Corey Lee Corey's Morgan Stanley Experience 1993 - Present
Job Senior Investment Consultant, CIMA Barron's Top 100 Women Financial Advisors Barron's Top 1000 Advisors Nationwide
Industry Financial Services
Experience
Morgan Stanley 1993 - Present
The Corey Group 1992 - Present
Morgan Stanley 1978 - Present
Morgan Stanley 1978 - Present
Morgan Stanley 1978 - Present
Morgan Stanley 1978 - Present
Education
University of Pennsylvania - The Wharton School
CIMA
The University of Chicago Booth School of Business
Virginia Commonwealth University 1967 — 1971
Bachelor of Arts (BA)
Congressional College Prepartory
Falls Church High School
New York University - Leonard N. Stern School of Business
University of Virginia
Morgan Stanley 1993 - Present
The Corey Group 1992 - Present
Morgan Stanley 1978 - Present
Morgan Stanley 1978 - Present
Morgan Stanley 1978 - Present
Morgan Stanley 1978 - Present
Education
University of Pennsylvania - The Wharton School
CIMA
The University of Chicago Booth School of Business
Virginia Commonwealth University 1967 — 1971
Bachelor of Arts (BA)
Congressional College Prepartory
Falls Church High School
New York University - Leonard N. Stern School of Business
University of Virginia
Hamza Aslam Hamza Aslam's Morgan Stanley Experience December 2012 - April 2015
Job Vice President J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2015 - Present
Morgan Stanley December 2012 - April 2015
Barclays Wealth and Investment Management July 2008 - September 2012
Skills
Asset Management, Private Banking, Portfolio Management, Asset Managment, Financial Services, Commercial Banking, Investment Management, Wealth Management, Equities
Education
The University of Chicago - Booth School of Business
MBA, Finance
J.P. Morgan May 2015 - Present
Morgan Stanley December 2012 - April 2015
Barclays Wealth and Investment Management July 2008 - September 2012
Skills
Asset Management, Private Banking, Portfolio Management, Asset Managment, Financial Services, Commercial Banking, Investment Management, Wealth Management, Equities
Education
The University of Chicago - Booth School of Business
MBA, Finance
Aditya Koul's Morgan Stanley Experience July 2015 - Present
Job Associate, Portfolio Risk Management Market Risk at Morgan Stanley
Industry Capital Markets
Experience
Morgan Stanley July 2015 - Present
IBM 2013 - June 2015
RBC Capital Markets 2012 - 2012
Simplex Investments 2011 - 2011
Spot Trading LLC 2008 - 2010
Skills
Valuation, Financial Modeling, Derivatives, Quantitative Finance, Trading, Equities, Options, Fixed Income, Capital Markets, Proprietary Trading, Equity Derivatives, Bloomberg, Equity Research, Hedging, Volatility, Finance
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Analytic Finance, Economics
University of Illinois at Urbana-Champaign
B.S., Physics, Mathematics
Morgan Stanley July 2015 - Present
IBM 2013 - June 2015
RBC Capital Markets 2012 - 2012
Simplex Investments 2011 - 2011
Spot Trading LLC 2008 - 2010
Skills
Valuation, Financial Modeling, Derivatives, Quantitative Finance, Trading, Equities, Options, Fixed Income, Capital Markets, Proprietary Trading, Equity Derivatives, Bloomberg, Equity Research, Hedging, Volatility, Finance
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Analytic Finance, Economics
University of Illinois at Urbana-Champaign
B.S., Physics, Mathematics
Bryan T. Stephens, CFP®, CPWA® Bryan T. Stephens, CFP®, CPWA®'s Morgan Stanley Experience July 1999 - June 2005
Job UBS Private Wealth Management Group, Senior Vice President
Industry Financial Services
Experience
UBS January 2009 - Present
Merrill Lynch July 2005 - January 2009
Morgan Stanley July 1999 - June 2005
Skills
Portfolio Management, Investments, Wealth Management, Financial Services, Finance, Equities, Financial Markets, Wealth, Securities, Financial Planning, ETFs, Wealth Preservation..., Charitable Gift Planning, Cash Flow Management, Asset Management, Alternative Investments
Education
The University of Chicago Booth School of Business 2013 — 2014
Certified Private Wealth Advisor, Financial Planning and Services
University of Vermont 1995 — 1999
BA, Economics
CVU
UBS January 2009 - Present
Merrill Lynch July 2005 - January 2009
Morgan Stanley July 1999 - June 2005
Skills
Portfolio Management, Investments, Wealth Management, Financial Services, Finance, Equities, Financial Markets, Wealth, Securities, Financial Planning, ETFs, Wealth Preservation..., Charitable Gift Planning, Cash Flow Management, Asset Management, Alternative Investments
Education
The University of Chicago Booth School of Business 2013 — 2014
Certified Private Wealth Advisor, Financial Planning and Services
University of Vermont 1995 — 1999
BA, Economics
CVU
Rafael Solis Rafael Solis's Morgan Stanley Experience July 2007 - January 2015
Job Principal at Solis Advisors Ltd
Industry Financial Services
Experience
Solis Advisors Ltd August 2015 - Present
Morgan Stanley July 2007 - January 2015
Banco Santander April 1998 - July 2007
Deutsche Bank October 1996 - February 1998
ING Barings January 1996 - October 1996
ING Barings September 1994 - December 1995
U.S. Department of Housing and Urban Development 1990 - 1992
Skills
Equities, Hedge Funds, Capital Markets, Equity Research, Emerging Markets, Fixed Income, ETFs, Investment Banking, Securities, Investment Strategies, Portfolio Management, Financial Markets, Investments, Equity Valuation, Derivatives, Alternative Investments, Asset Management, Private Equity, Series 7, Investment Management, Structured Products, Bonds, Asset Allocation
Education
University of Chicago Graduate School of Business 1992 — 1994
1994, MBA
University of California, Davis 1985 — 1989
BA, International Relations
Solis Advisors Ltd August 2015 - Present
Morgan Stanley July 2007 - January 2015
Banco Santander April 1998 - July 2007
Deutsche Bank October 1996 - February 1998
ING Barings January 1996 - October 1996
ING Barings September 1994 - December 1995
U.S. Department of Housing and Urban Development 1990 - 1992
Skills
Equities, Hedge Funds, Capital Markets, Equity Research, Emerging Markets, Fixed Income, ETFs, Investment Banking, Securities, Investment Strategies, Portfolio Management, Financial Markets, Investments, Equity Valuation, Derivatives, Alternative Investments, Asset Management, Private Equity, Series 7, Investment Management, Structured Products, Bonds, Asset Allocation
Education
University of Chicago Graduate School of Business 1992 — 1994
1994, MBA
University of California, Davis 1985 — 1989
BA, International Relations
MARC PATTERSON MARC PATTERSON's Morgan Stanley Experience March 2000 - March 2009
Job Crestone Capital
Industry Investment Management
Experience
Crestone Capital September 2011 - Present
JPMorgan Asset Management January 2010 - October 2011
Morgan Stanley March 2000 - March 2009
Fox Investments September 1996 - September 1999
O'Connor & Associates/Swiss Bank February 1994 - May 1996
Education
The University of Chicago Booth School of Business 2003 — 2006
MBA, Concentrations in Finance, Economics, International Business
University of Michigan 1988 — 1992
Bachelors, Concentration in Economics
Crestone Capital September 2011 - Present
JPMorgan Asset Management January 2010 - October 2011
Morgan Stanley March 2000 - March 2009
Fox Investments September 1996 - September 1999
O'Connor & Associates/Swiss Bank February 1994 - May 1996
Education
The University of Chicago Booth School of Business 2003 — 2006
MBA, Concentrations in Finance, Economics, International Business
University of Michigan 1988 — 1992
Bachelors, Concentration in Economics
Michael Licosati Michael Licosati's Morgan Stanley Experience 1999 - 2001
Job Managing Partner Alder Capital
Industry Investment Management
Experience
Alder Capital January 2002 - Present
Morgan Stanley 1999 - 2001
Keesal, Young & Logan October 1989 - June 1998
Skills
Alternative Investments, Investments, Hedge Funds, Equities, Strategic Planning, Private Equity, Valuation, Due Diligence, Start-ups, Capital Markets, Financial Modeling, Mergers & Acquisitions, Financial Analysis, Asset Management, Legal Structures, Legal Strategy
Education
University of Chicago Graduate School of Business
MBA
University of San Diego School of Law 1986 — 1989
JD
Alder Capital January 2002 - Present
Morgan Stanley 1999 - 2001
Keesal, Young & Logan October 1989 - June 1998
Skills
Alternative Investments, Investments, Hedge Funds, Equities, Strategic Planning, Private Equity, Valuation, Due Diligence, Start-ups, Capital Markets, Financial Modeling, Mergers & Acquisitions, Financial Analysis, Asset Management, Legal Structures, Legal Strategy
Education
University of Chicago Graduate School of Business
MBA
University of San Diego School of Law 1986 — 1989
JD
Roger Lynch Roger Lynch's Morgan Stanley Experience 1994 - 1999
Job CEO at Sling TV
Industry Online Media
Experience
Sling TV January 2015 - Present
DISH Digital LLC July 2012 - January 2015
Dish Network November 2009 - January 2015
EchoStar Corporation November 2009 - January 2015
Video Networks International Ltd. January 2003 - October 2009
Video Networks Limited 2002 - 2007
Chello Broadband 1999 - 2001
Morgan Stanley 1994 - 1999
Skills
IPTV, VOD, Telecommunications, Interactive TV, Mobile Devices, Product Management, Streaming Media, Digital TV, Strategic Partnerships, Set Top Box, Start-ups, Broadband, Wireless, Digital Media, Cloud Computing, Mobile Applications, Product Marketing, Integration, Business Development, Business Strategy, Strategy, Executive Management, CRM, Venture Capital, Broadcast Television, Go-to-market Strategy, Cross-functional Team..., New Media, Mobile Technology, Enterprise Software, Product Development, SaaS, IP, System Architecture, Consumer Electronics, Competitive Analysis, Satellite TV, Digital Strategy, VoIP, Corporate Development, Satellite, Middleware, E-commerce, Content Strategy, Mobile Internet, Digital Video, MPEG, Analytics, Entrepreneurship, Mobile Marketing
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1993 — 1995
MBA
University of Southern California 1981 — 1985
B.S., Physics
Loyola Blakefield 1977 — 1981
Sling TV January 2015 - Present
DISH Digital LLC July 2012 - January 2015
Dish Network November 2009 - January 2015
EchoStar Corporation November 2009 - January 2015
Video Networks International Ltd. January 2003 - October 2009
Video Networks Limited 2002 - 2007
Chello Broadband 1999 - 2001
Morgan Stanley 1994 - 1999
Skills
IPTV, VOD, Telecommunications, Interactive TV, Mobile Devices, Product Management, Streaming Media, Digital TV, Strategic Partnerships, Set Top Box, Start-ups, Broadband, Wireless, Digital Media, Cloud Computing, Mobile Applications, Product Marketing, Integration, Business Development, Business Strategy, Strategy, Executive Management, CRM, Venture Capital, Broadcast Television, Go-to-market Strategy, Cross-functional Team..., New Media, Mobile Technology, Enterprise Software, Product Development, SaaS, IP, System Architecture, Consumer Electronics, Competitive Analysis, Satellite TV, Digital Strategy, VoIP, Corporate Development, Satellite, Middleware, E-commerce, Content Strategy, Mobile Internet, Digital Video, MPEG, Analytics, Entrepreneurship, Mobile Marketing
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1993 — 1995
MBA
University of Southern California 1981 — 1985
B.S., Physics
Loyola Blakefield 1977 — 1981
Dan Park Dan Park's Morgan Stanley Experience July 2006 - August 2014
Job Americas Group Treasurer, UBS AG
Industry Financial Services
Experience
UBS September 2014 - Present
Morgan Stanley July 2006 - August 2014
Merrill Lynch April 2000 - June 2006
First Union National Bank March 1999 - March 2000
Deutsche Bank September 1994 - February 1999
Citi February 1987 - August 1994
Skills
Capital Markets, Fixed Income, Securitization, ABS, MBS, Structured Products, Structured Finance, Equities, CDO, Portfolio Management, Bonds, Credit Derivatives, Hedge Funds, Valuation, Investment Banking, Investments, Trading, Derivatives
Education
The University of Chicago Booth School of Business 1984 — 1986
Master of Business Administration (M.B.A.), Finance, Marketing
The University of Chicago 1978 — 1982
Bachelor's Degree, Economics
UBS September 2014 - Present
Morgan Stanley July 2006 - August 2014
Merrill Lynch April 2000 - June 2006
First Union National Bank March 1999 - March 2000
Deutsche Bank September 1994 - February 1999
Citi February 1987 - August 1994
Skills
Capital Markets, Fixed Income, Securitization, ABS, MBS, Structured Products, Structured Finance, Equities, CDO, Portfolio Management, Bonds, Credit Derivatives, Hedge Funds, Valuation, Investment Banking, Investments, Trading, Derivatives
Education
The University of Chicago Booth School of Business 1984 — 1986
Master of Business Administration (M.B.A.), Finance, Marketing
The University of Chicago 1978 — 1982
Bachelor's Degree, Economics
Sohee Lacey's Morgan Stanley Experience June 2004 - August 2004
Job Business Development at OpenTable
Industry Marketing and Advertising
Experience
OpenTable February 2015 - Present
The Clorox Company March 2014 - February 2015
The Clorox Company September 2012 - March 2014
The Clorox Company June 2011 - September 2011
Sake Blue Japanese Bistro August 2007 - June 2011
Citigroup July 2005 - July 2007
Morgan Stanley June 2004 - August 2004
Skills
Financial Modeling, Cross-functional Team..., Entrepreneurship, Mergers & Acquisitions, Marketing, Brand Management, Competitive Analysis, Market Research, Analytics, Strategy, Marketing Strategy, Finance, Business Strategy, Forecasting, Financial Analysis, Market Analysis, Strategic Planning, Product Marketing
Education
The University of Chicago - Booth School of Business 2010 — 2012
Master in Business Administration
University of California, Berkeley 2000 — 2004
BS, Business Administration, Asian American History
OpenTable February 2015 - Present
The Clorox Company March 2014 - February 2015
The Clorox Company September 2012 - March 2014
The Clorox Company June 2011 - September 2011
Sake Blue Japanese Bistro August 2007 - June 2011
Citigroup July 2005 - July 2007
Morgan Stanley June 2004 - August 2004
Skills
Financial Modeling, Cross-functional Team..., Entrepreneurship, Mergers & Acquisitions, Marketing, Brand Management, Competitive Analysis, Market Research, Analytics, Strategy, Marketing Strategy, Finance, Business Strategy, Forecasting, Financial Analysis, Market Analysis, Strategic Planning, Product Marketing
Education
The University of Chicago - Booth School of Business 2010 — 2012
Master in Business Administration
University of California, Berkeley 2000 — 2004
BS, Business Administration, Asian American History
Robert RC Willenbrock Robert RC Willenbrock's Morgan Stanley Experience June 2012 - August 2012
Job Entreprenuer, Advisor, Investor
Industry Venture Capital & Private Equity
Experience
Flux Nightlife January 2015 - Present
VirtuMe January 2015 - Present
Level Equity 2014 - Present
Magnises 2013 - 2014
Rockefeller Beds, LLC April 2011 - January 2013
Morgan Stanley June 2012 - August 2012
UBS 2010 - 2010
Concord Financial Advisors, LLC 2010 - 2010
Saccomano Academics 2007 - 2009
StickWorks 2005 - 2009
Skills
Valuation, Financial Analysis, Microsoft Excel, Market Research, Venture Capital, PowerPoint, Corporate Development, Entrepreneurship, Financial Modeling, Research, Investment Banking, Economics, Quantitative Analytics, Investments, Corporate Finance
Education
Dartmouth College 2009 — 2013
Bachelor of Arts (B.A.), Economics and Mathematics
Semester at Sea 2011 — 2011
Tuck School of Business at Dartmouth 2011 — 2011
Bridge Program, Corporate Finance
Univeristy of Virginia
Master of Science (M.S.), Commerce, Not Completed
Flux Nightlife January 2015 - Present
VirtuMe January 2015 - Present
Level Equity 2014 - Present
Magnises 2013 - 2014
Rockefeller Beds, LLC April 2011 - January 2013
Morgan Stanley June 2012 - August 2012
UBS 2010 - 2010
Concord Financial Advisors, LLC 2010 - 2010
Saccomano Academics 2007 - 2009
StickWorks 2005 - 2009
Skills
Valuation, Financial Analysis, Microsoft Excel, Market Research, Venture Capital, PowerPoint, Corporate Development, Entrepreneurship, Financial Modeling, Research, Investment Banking, Economics, Quantitative Analytics, Investments, Corporate Finance
Education
Dartmouth College 2009 — 2013
Bachelor of Arts (B.A.), Economics and Mathematics
Semester at Sea 2011 — 2011
Tuck School of Business at Dartmouth 2011 — 2011
Bridge Program, Corporate Finance
Univeristy of Virginia
Master of Science (M.S.), Commerce, Not Completed
Dawn Kim Dawn Kim's Morgan Stanley Experience May 2005 - February 2008
Job Project Manager at Wunderman
Industry Marketing and Advertising
Experience
KBM Group March 2014 - Present
KBM Group October 2013 - March 2014
Schlesinger Associates August 2013 - September 2013
M&T Bank June 2012 - August 2012
Towers Watson March 2008 - July 2011
Morgan Stanley May 2005 - February 2008
Skills
Research, Valuation, Financial Modeling, Qualitative Research, Analysis, Customer Insight, Data Analysis, Strategic Thinking
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA
Wellesley College 2000 — 2004
KBM Group March 2014 - Present
KBM Group October 2013 - March 2014
Schlesinger Associates August 2013 - September 2013
M&T Bank June 2012 - August 2012
Towers Watson March 2008 - July 2011
Morgan Stanley May 2005 - February 2008
Skills
Research, Valuation, Financial Modeling, Qualitative Research, Analysis, Customer Insight, Data Analysis, Strategic Thinking
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA
Wellesley College 2000 — 2004
Bret Feingerts Bret Feingerts's Morgan Stanley Experience August 2013 - Present
Job Credit Trader at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley August 2013 - Present
Morgan Stanley June 2012 - August 2012
Grace Trading April 2009 - April 2011
Morgan Keegan July 2008 - December 2008
Skills
Financial Modeling
Education
The University of Chicago - Booth School of Business 2011 — 2013
Master of Business Administration (MBA), Finance, Economics, Accounting
Vanderbilt University 2004 — 2008
BA, Economics, Mathematics
Isidore Newman School 2000 — 2004
Morgan Stanley August 2013 - Present
Morgan Stanley June 2012 - August 2012
Grace Trading April 2009 - April 2011
Morgan Keegan July 2008 - December 2008
Skills
Financial Modeling
Education
The University of Chicago - Booth School of Business 2011 — 2013
Master of Business Administration (MBA), Finance, Economics, Accounting
Vanderbilt University 2004 — 2008
BA, Economics, Mathematics
Isidore Newman School 2000 — 2004
Rizvan Dhalla's Morgan Stanley Experience May 2000 - Present
Job Managing Director at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley May 2000 - Present
Skills
Valuation, Capital Markets
Education
The University of British Columbia 1991 — 1994
Bachelor of Commerce (B.Com.)
Morgan Stanley May 2000 - Present
Skills
Valuation, Capital Markets
Education
The University of British Columbia 1991 — 1994
Bachelor of Commerce (B.Com.)
Robert B. Price's Morgan Stanley Experience June 1997 - August 1999
Job Naples Florida Area
Industry Financial Services
Experience
T. I. Management February 2005 - Present
California Bank & Trust 2004 - 2005
BB&T September 2002 - April 2004
Merrill Lynch September 1999 - August 2002
Morgan Stanley June 1997 - August 1999
Skills
Private Equity, Asset Managment, Asset Allocation, Real Estate Transactions, Estate Planning, Investments, Banking, Negotiation, Deal Strategy, Portfolio Management, Financial Modeling, Valuation, Finance, Corporate Finance, Venture Capital, Asset Management, Management, Financial Analysis, Due Diligence, Strategy
Education
The University of Chicago - Booth School of Business
MBA
University of Notre Dame
BA
T. I. Management February 2005 - Present
California Bank & Trust 2004 - 2005
BB&T September 2002 - April 2004
Merrill Lynch September 1999 - August 2002
Morgan Stanley June 1997 - August 1999
Skills
Private Equity, Asset Managment, Asset Allocation, Real Estate Transactions, Estate Planning, Investments, Banking, Negotiation, Deal Strategy, Portfolio Management, Financial Modeling, Valuation, Finance, Corporate Finance, Venture Capital, Asset Management, Management, Financial Analysis, Due Diligence, Strategy
Education
The University of Chicago - Booth School of Business
MBA
University of Notre Dame
BA
Roger Judy, CFP® AIF® Roger Judy, CFP® AIF®'s Morgan Stanley Experience October 1994 - October 2004
Job Senior Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF November 2004 - Present
Morgan Stanley October 1994 - October 2004
Skills
Financial Planning, Investments, Estate Planning, Strategic Financial..., Asset Allocation, Portfolio Management
Education
CERTIFIED FINANCIAL PLANNER™
Accredited Investment Fiduciary®
The University of Akron 1987 — 1991
BS Business, Finance
TIAA-CREF November 2004 - Present
Morgan Stanley October 1994 - October 2004
Skills
Financial Planning, Investments, Estate Planning, Strategic Financial..., Asset Allocation, Portfolio Management
Education
CERTIFIED FINANCIAL PLANNER™
Accredited Investment Fiduciary®
The University of Akron 1987 — 1991
BS Business, Finance
Jess Hansen Jess Hansen's Morgan Stanley Experience May 2013 - June 2015
Job Vice President of Finance | NowSecure Software
Industry Financial Services
Experience
NowSecure Software June 2015 - Present
Morgan Stanley May 2013 - June 2015
Merrill Lynch September 2008 - April 2013
Akoya Capital June 2007 - December 2007
Merrill Lynch May 2005 - May 2007
Accenture 2003 - 2005
Accenture 2003 - 2005
Skills
Private Equity, Valuation, Corporate Finance, Finance, Investment Banking, Financial Analysis, Equities, Financial Modeling, Due Diligence, Investments, Mergers & Acquisitions, Capital Markets, Portfolio Management, Fixed Income
Education
The University of Chicago Booth School of Business 2006 — 2008
University of Iowa - Henry B. Tippie College of Business 1998 — 2002
BBA, Finance & Economics
NowSecure Software June 2015 - Present
Morgan Stanley May 2013 - June 2015
Merrill Lynch September 2008 - April 2013
Akoya Capital June 2007 - December 2007
Merrill Lynch May 2005 - May 2007
Accenture 2003 - 2005
Accenture 2003 - 2005
Skills
Private Equity, Valuation, Corporate Finance, Finance, Investment Banking, Financial Analysis, Equities, Financial Modeling, Due Diligence, Investments, Mergers & Acquisitions, Capital Markets, Portfolio Management, Fixed Income
Education
The University of Chicago Booth School of Business 2006 — 2008
University of Iowa - Henry B. Tippie College of Business 1998 — 2002
BBA, Finance & Economics
Jeffrey Schvimer Jeffrey Schvimer's Morgan Stanley Experience 1989 - 1995
Job Senior Investment Advisor at PNC Bank
Industry Investment Management
Experience
PNC Bank January 2012 - Present
Mesirow Financial July 1995 - December 2011
Morgan Stanley 1989 - 1995
American National Bank 1982 - 1989
Skills
Research, Compliance, Operations, Portfolio Management, Equities, Fixed Income
Education
The University of Chicago Booth School of Business 1984 — 1986
MBA, Finance
University of Chicago 1975 — 1979
BA, English
PNC Bank January 2012 - Present
Mesirow Financial July 1995 - December 2011
Morgan Stanley 1989 - 1995
American National Bank 1982 - 1989
Skills
Research, Compliance, Operations, Portfolio Management, Equities, Fixed Income
Education
The University of Chicago Booth School of Business 1984 — 1986
MBA, Finance
University of Chicago 1975 — 1979
BA, English
Clark Spurrier Clark Spurrier's Morgan Stanley Experience 1998 - 2001
Job Founder & CEO at Spurrier Capital Partners
Industry Investment Banking
Experience
Spurrier Capital Partners 2009 - Present
Spurrier Capital Partners 2009 - Present
CIBC World Markets/Oppenheimer 2005 - 2008
Thomas Weisel Partners 2001 - 2004
Morgan Stanley 1998 - 2001
JP Morgan 1992 - 1998
US Army 1984 - 1989
Skills
Venture Capital, Investment Banking, Mergers, Private Equity, Corporate Development, Valuation, Corporate Finance, Financial Modeling, LBO, M&A experience, Equities, IPO, Private Placements, Capital Raising, Capital Markets
Education
The University of Chicago Booth School of Business 1989 — 1991
MBA, General Management and Finance
United States Military Academy at West Point 1980 — 1984
BS, General Management and Engineering
Spurrier Capital Partners 2009 - Present
Spurrier Capital Partners 2009 - Present
CIBC World Markets/Oppenheimer 2005 - 2008
Thomas Weisel Partners 2001 - 2004
Morgan Stanley 1998 - 2001
JP Morgan 1992 - 1998
US Army 1984 - 1989
Skills
Venture Capital, Investment Banking, Mergers, Private Equity, Corporate Development, Valuation, Corporate Finance, Financial Modeling, LBO, M&A experience, Equities, IPO, Private Placements, Capital Raising, Capital Markets
Education
The University of Chicago Booth School of Business 1989 — 1991
MBA, General Management and Finance
United States Military Academy at West Point 1980 — 1984
BS, General Management and Engineering
Richard Hanson Richard Hanson's Morgan Stanley Experience 1987 - 2006
Job Currency Trading Manager at Gelber Group LLC
Industry Investment Management
Experience
Gelber Group LLC May 2006 - Present
Morgan Stanley 1987 - 2006
Education
University of Chicago Graduate School of Business
MBA
University of Illinois at Urbana-Champaign
BS, Mechanical Engineering
Gelber Group LLC May 2006 - Present
Morgan Stanley 1987 - 2006
Education
University of Chicago Graduate School of Business
MBA
University of Illinois at Urbana-Champaign
BS, Mechanical Engineering
Jeff Fong's Morgan Stanley Experience June 2013 - July 2015
Job Long/Short Credit Analyst
Industry Capital Markets
Experience
Meghalaya Partners August 2015 - Present
Morgan Stanley June 2013 - July 2015
Connor, Clark & Lunn Financial Group May 2012 - August 2012
West Face Capital May 2011 - August 2011
W Media Ventures July 2010 - September 2010
Education
The University of British Columbia 2009 — 2013
Bachelors of Commerce, Finance
High School
Meghalaya Partners August 2015 - Present
Morgan Stanley June 2013 - July 2015
Connor, Clark & Lunn Financial Group May 2012 - August 2012
West Face Capital May 2011 - August 2011
W Media Ventures July 2010 - September 2010
Education
The University of British Columbia 2009 — 2013
Bachelors of Commerce, Finance
High School
richard seaman richard seaman's Morgan Stanley Experience 1982 - 1983
Job Chief Financial Officer at Student Conservation Association
Industry Nonprofit Organization Management
Experience
Student Conservation Association January 2005 - November 2013
Teleknowledge 2001 - 2002
Rockland Trust 1992 - 2000
Furash & Company 1985 - 1989
Morgan Stanley 1982 - 1983
Arthur Andersen Business Consulting 1979 - 1982
Skills
Budgets, Strategic Planning, Nonprofits, Fundraising, Financial Analysis, Risk Management, Grants, Leadership, Analysis, Public Speaking, Team Building, Program Management, Proposal Writing, Business Planning, Policy
Education
Tufts University 1975 — 1979
BS, Mechanical Engineering
Leadership New Hampshire 2008 — 2008
Dartmouth College - The Tuck School of Business at Dartmouth 1984 — 1985
MBA
Student Conservation Association January 2005 - November 2013
Teleknowledge 2001 - 2002
Rockland Trust 1992 - 2000
Furash & Company 1985 - 1989
Morgan Stanley 1982 - 1983
Arthur Andersen Business Consulting 1979 - 1982
Skills
Budgets, Strategic Planning, Nonprofits, Fundraising, Financial Analysis, Risk Management, Grants, Leadership, Analysis, Public Speaking, Team Building, Program Management, Proposal Writing, Business Planning, Policy
Education
Tufts University 1975 — 1979
BS, Mechanical Engineering
Leadership New Hampshire 2008 — 2008
Dartmouth College - The Tuck School of Business at Dartmouth 1984 — 1985
MBA
Susanna Chan Susanna Chan's Morgan Stanley Experience December 1998 - May 2000
Job Regional Vice President at American Beacon Advisors
Industry Financial Services
Experience
American Beacon Advisors February 2011 - Present
Invesco Aim August 2006 - June 2010
Invesco Aim June 2000 - August 2006
Morgan Stanley December 1998 - May 2000
Skills
Wholesaling, Series 63, Mutual Funds, Series 7, Securities
Education
The University of British Columbia
Bachelor of Arts
American Beacon Advisors February 2011 - Present
Invesco Aim August 2006 - June 2010
Invesco Aim June 2000 - August 2006
Morgan Stanley December 1998 - May 2000
Skills
Wholesaling, Series 63, Mutual Funds, Series 7, Securities
Education
The University of British Columbia
Bachelor of Arts
Christin Zindrick Christin Zindrick's Morgan Stanley Experience August 2014 - Present
Job Associate at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley August 2014 - Present
Fortune Brands Home & Security December 2011 - June 2014
Meritas, LLC February 2011 - December 2011
Sterling Partners September 2009 - February 2011
BMO Capital Markets July 2007 - August 2009
Skills
Financial Modeling, Corporate Finance, Valuation, Private Equity, Mergers, Corporate Development, Mergers & Acquisitions, Financial Analysis, Investment Banking, Due Diligence, LBO, Business Strategy, Strategy, Competitive Analysis, Business Valuation, Start-ups, Acquisition Integration, Finance, Capital Markets, Venture Capital, Entrepreneurship, Equities, Leveraged Finance, Investments, Restructuring, Alternative Investments, DCF, Portfolio Management
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
University of Wisconsin-Madison - School of Business 2003 — 2007
BBA, Finance
Benet Academy 1999 — 2003
Morgan Stanley August 2014 - Present
Fortune Brands Home & Security December 2011 - June 2014
Meritas, LLC February 2011 - December 2011
Sterling Partners September 2009 - February 2011
BMO Capital Markets July 2007 - August 2009
Skills
Financial Modeling, Corporate Finance, Valuation, Private Equity, Mergers, Corporate Development, Mergers & Acquisitions, Financial Analysis, Investment Banking, Due Diligence, LBO, Business Strategy, Strategy, Competitive Analysis, Business Valuation, Start-ups, Acquisition Integration, Finance, Capital Markets, Venture Capital, Entrepreneurship, Equities, Leveraged Finance, Investments, Restructuring, Alternative Investments, DCF, Portfolio Management
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
University of Wisconsin-Madison - School of Business 2003 — 2007
BBA, Finance
Benet Academy 1999 — 2003
James Tilk James Tilk's Morgan Stanley Experience June 2002 - August 2002
Job Certified Public and Management Accountant with experience in Accounting, Finance, Audit, Treasury and SOX
Industry Electrical/Electronic Manufacturing
Experience
Certified Public Accountant and Treasury Professional seeking new opportunities August 2015 - Present
Eaton June 2014 - August 2015
Eaton Corporation June 2006 - June 2014
Forest City Enterprises September 2005 - June 2006
The Goodyear Tire & Rubber Co June 2004 - August 2005
EdgePoint Capital Advisors January 2004 - May 2004
Morgan Stanley June 2002 - August 2002
Education
Case Western Reserve University - Weatherhead School of Management 2003 — 2004
MBA, Accounting
The University of Akron 2000 — 2002
BSBA, Finance
Certified Public Accountant and Treasury Professional seeking new opportunities August 2015 - Present
Eaton June 2014 - August 2015
Eaton Corporation June 2006 - June 2014
Forest City Enterprises September 2005 - June 2006
The Goodyear Tire & Rubber Co June 2004 - August 2005
EdgePoint Capital Advisors January 2004 - May 2004
Morgan Stanley June 2002 - August 2002
Education
Case Western Reserve University - Weatherhead School of Management 2003 — 2004
MBA, Accounting
The University of Akron 2000 — 2002
BSBA, Finance
Tej Shah's Morgan Stanley Experience 2006 - 2008
Job Managing Director, Macquarie Capital
Industry Financial Services
Experience
Macquarie Capital 2010 - Present
OATS Older Adults Technology Services July 2012 - Present
N-Squared Growth Capital 2011 - Present
Table Rock Capital 2008 - 2009
Morgan Stanley 2006 - 2008
Lehman Brothers 2004 - 2006
Lehman Brothers June 2003 - August 2003
PricewaterhouseCoopers 1998 - 2002
Skills
Private Equity, Investment Banking, Mergers, LBO, Leveraged Finance, IPO, Credit Analysis, High Yield Bonds, Valuation, Financial Modeling, Corporate Finance, Corporate Development, Venture Capital, Due Diligence, M&A experience, Capital Markets, Investments, Equities, Financial Analysis, Emerging Markets, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 2002 — 2004
MBA
University of Virginia
B.S.
Macquarie Capital 2010 - Present
OATS Older Adults Technology Services July 2012 - Present
N-Squared Growth Capital 2011 - Present
Table Rock Capital 2008 - 2009
Morgan Stanley 2006 - 2008
Lehman Brothers 2004 - 2006
Lehman Brothers June 2003 - August 2003
PricewaterhouseCoopers 1998 - 2002
Skills
Private Equity, Investment Banking, Mergers, LBO, Leveraged Finance, IPO, Credit Analysis, High Yield Bonds, Valuation, Financial Modeling, Corporate Finance, Corporate Development, Venture Capital, Due Diligence, M&A experience, Capital Markets, Investments, Equities, Financial Analysis, Emerging Markets, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 2002 — 2004
MBA
University of Virginia
B.S.
Galen Smith's Morgan Stanley Experience July 2007 - May 2009
Job Chief Financial Officer at Outerwall
Industry Consumer Services
Experience
Outerwall April 2013 - Present
Redbox April 2011 - March 2013
Coinstar January 2010 - April 2011
Coinstar September 2009 - January 2010
Coinstar July 2009 - September 2009
Coinstar May 2009 - July 2009
Morgan Stanley July 2007 - May 2009
Wheaton College January 2005 - May 2007
Wheaton College 1999 - 2007
YMCA of Greater Seattle 1998 - 1999
Skills
Financial Modeling, Financial Analysis, Strategic Planning, Business Strategy, Finance, Corporate Finance, Valuation, Leadership, Strategy, Management, Managerial Finance, Mergers & Acquisitions, Cross-functional Team..., Team Building
Education
The University of Chicago Booth School of Business 2001 — 2004
MBA, Finance and Economics
Wheaton College 1996 — 1998
BA, Political Science
University of Washington 1994 — 1996
Outerwall April 2013 - Present
Redbox April 2011 - March 2013
Coinstar January 2010 - April 2011
Coinstar September 2009 - January 2010
Coinstar July 2009 - September 2009
Coinstar May 2009 - July 2009
Morgan Stanley July 2007 - May 2009
Wheaton College January 2005 - May 2007
Wheaton College 1999 - 2007
YMCA of Greater Seattle 1998 - 1999
Skills
Financial Modeling, Financial Analysis, Strategic Planning, Business Strategy, Finance, Corporate Finance, Valuation, Leadership, Strategy, Management, Managerial Finance, Mergers & Acquisitions, Cross-functional Team..., Team Building
Education
The University of Chicago Booth School of Business 2001 — 2004
MBA, Finance and Economics
Wheaton College 1996 — 1998
BA, Political Science
University of Washington 1994 — 1996
David Silverman's Morgan Stanley Experience 2005 - 2012
Job CoFounder at Clammr (BiteSized Audio)
Industry Internet
Experience
Clammr September 2014 - Present
Inconspicuous Brands September 2012 - Present
Morgan Stanley 2005 - 2012
Education
Yale Law School 2001 — 2005
JD/MBA
Yale School of Management 2001 — 2005
JD/MBA
The University of British Columbia
B.A., Ranked 1st of 1,549 Students in Faculty of Arts, first year
McNair Secondary
Valedictorian
Clammr September 2014 - Present
Inconspicuous Brands September 2012 - Present
Morgan Stanley 2005 - 2012
Education
Yale Law School 2001 — 2005
JD/MBA
Yale School of Management 2001 — 2005
JD/MBA
The University of British Columbia
B.A., Ranked 1st of 1,549 Students in Faculty of Arts, first year
McNair Secondary
Valedictorian
Raul Lara's Morgan Stanley Experience January 2013 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2013 - Present
Morgan Stanley June 2012 - January 2013
UBS Investment Bank March 2011 - June 2012
UBS Investment Bank September 2009 - March 2011
UBS Investment Bank June 2008 - August 2008
Banco Gallego April 2005 - June 2007
The Boston Consulting Group - BCG June 2003 - April 2005
Skills
LBO, Valuation, Modeling, Leveraged Finance, M&A execution, Financial Structuring, Capital Markets, High Yield, Equities, Investment Banking, Restructuring, Business Strategy, Business Development, Marketing, Operations Management, Venture Capital, Project Finance, Private Equity, Strategy, Mergers & Acquisitions, Corporate Finance, Finance
Education
The University of Chicago Booth School of Business 2007 — 2009
MBA, Accounting, Finance and Entrepreneurship
Universidad de Navarra 1997 — 2002
Engineering, Industrial Engineer
Morgan Stanley January 2013 - Present
Morgan Stanley June 2012 - January 2013
UBS Investment Bank March 2011 - June 2012
UBS Investment Bank September 2009 - March 2011
UBS Investment Bank June 2008 - August 2008
Banco Gallego April 2005 - June 2007
The Boston Consulting Group - BCG June 2003 - April 2005
Skills
LBO, Valuation, Modeling, Leveraged Finance, M&A execution, Financial Structuring, Capital Markets, High Yield, Equities, Investment Banking, Restructuring, Business Strategy, Business Development, Marketing, Operations Management, Venture Capital, Project Finance, Private Equity, Strategy, Mergers & Acquisitions, Corporate Finance, Finance
Education
The University of Chicago Booth School of Business 2007 — 2009
MBA, Accounting, Finance and Entrepreneurship
Universidad de Navarra 1997 — 2002
Engineering, Industrial Engineer
David Abuaf, CFA's Morgan Stanley Experience August 2002 - February 2004
Job Senior Equity Research Analyst at Forman Investment Services
Industry Investment Management
Experience
Forman Investment Services October 2013 - Present
Hefty Wealth Partners August 2011 - March 2013
Bexa Capital Advisors September 2008 - August 2011
Principled Capital Management June 2007 - September 2007
Corbin Capital Partners, LP February 2004 - August 2006
Morgan Stanley August 2002 - February 2004
Bear Stearns June 2001 - September 2001
Republic National Bank June 1998 - September 1999
Skills
Corporate Finance, Valuation, Financial Modeling, Financial Analysis, Fixed Income, Portfolio Management, Due Diligence, Corporate Development, Business Development, Finance, Strategic Financial..., Strategic Planning, Hedge Funds, Equity Research, Capital Markets, Series 7, Debt, Buy-side, Chartered Financial..., Alternative Investments, Equities, Equity Valuation, DCF, Bloomberg, Fixed Income Analysis, Capital Structure, Asset Managment, Fund Of Funds, Investment Strategies, Investment Management, Investments, Capital IQ, Asset Allocation, Financial Markets, Mutual Funds, Mergers & Acquisitions, Securities, Asset Management
Education
The University of Chicago - Booth School of Business 2006 — 2008
MBA, Finance, Economics, Accounting
University of Chicago 1998 — 2002
AB, Economics
Millburn High School 1994 — 1998
Forman Investment Services October 2013 - Present
Hefty Wealth Partners August 2011 - March 2013
Bexa Capital Advisors September 2008 - August 2011
Principled Capital Management June 2007 - September 2007
Corbin Capital Partners, LP February 2004 - August 2006
Morgan Stanley August 2002 - February 2004
Bear Stearns June 2001 - September 2001
Republic National Bank June 1998 - September 1999
Skills
Corporate Finance, Valuation, Financial Modeling, Financial Analysis, Fixed Income, Portfolio Management, Due Diligence, Corporate Development, Business Development, Finance, Strategic Financial..., Strategic Planning, Hedge Funds, Equity Research, Capital Markets, Series 7, Debt, Buy-side, Chartered Financial..., Alternative Investments, Equities, Equity Valuation, DCF, Bloomberg, Fixed Income Analysis, Capital Structure, Asset Managment, Fund Of Funds, Investment Strategies, Investment Management, Investments, Capital IQ, Asset Allocation, Financial Markets, Mutual Funds, Mergers & Acquisitions, Securities, Asset Management
Education
The University of Chicago - Booth School of Business 2006 — 2008
MBA, Finance, Economics, Accounting
University of Chicago 1998 — 2002
AB, Economics
Millburn High School 1994 — 1998
Shashi Doni's Morgan Stanley Experience January 2006 - July 2006
Job Director at Barclays Capital
Industry Information Technology and Services
Experience
Barclays Capital September 2010 - Present
Credit-suisse August 2006 - September 2010
Morgan Stanley January 2006 - July 2006
Bloomberg October 2002 - January 2006
Skills
Trading Systems, Exchange Connectivity, Low Latency, High Performance Systems, Electronic Trading, FIX, Multithreading, High Frequency Trading, Equities, Market Data, Derivatives, Agile Methodologies, Software Development, Fixed Income, Equity Derivatives, Trading, Financial Markets, Investment Banking
Education
The University of Akron 1998 — 2001
Master of Science (M.S.)
University of Mysore 1994 — 1998
Bachelor of Engineering (B.E.)
SVM
Barclays Capital September 2010 - Present
Credit-suisse August 2006 - September 2010
Morgan Stanley January 2006 - July 2006
Bloomberg October 2002 - January 2006
Skills
Trading Systems, Exchange Connectivity, Low Latency, High Performance Systems, Electronic Trading, FIX, Multithreading, High Frequency Trading, Equities, Market Data, Derivatives, Agile Methodologies, Software Development, Fixed Income, Equity Derivatives, Trading, Financial Markets, Investment Banking
Education
The University of Akron 1998 — 2001
Master of Science (M.S.)
University of Mysore 1994 — 1998
Bachelor of Engineering (B.E.)
SVM
Tek Kaminski's Morgan Stanley Experience July 2007 - April 2011
Job Investor
Industry Venture Capital & Private Equity
Experience
The Carlyle Group April 2011 - September 2013
Morgan Stanley July 2007 - April 2011
Morgan Stanley June 2006 - August 2006
Lion Consulting Group June 2004 - December 2005
Deloitte Consulting July 2001 - May 2004
Education
The University of Chicago Booth School of Business 2005 — 2007
The University of Texas at Austin 1996 — 2001
BS, Electrical Engineering
The Carlyle Group April 2011 - September 2013
Morgan Stanley July 2007 - April 2011
Morgan Stanley June 2006 - August 2006
Lion Consulting Group June 2004 - December 2005
Deloitte Consulting July 2001 - May 2004
Education
The University of Chicago Booth School of Business 2005 — 2007
The University of Texas at Austin 1996 — 2001
BS, Electrical Engineering
Harish Balan's Morgan Stanley Experience June 2008 - May 2013
Job Director, Technology M&A
Industry Investment Banking
Experience
Citi May 2013 - Present
Morgan Stanley June 2008 - May 2013
Bear Stearns July 2007 - May 2008
JP Morgan June 2006 - August 2006
Avendus Advisors November 2003 - June 2005
ICICI Bank April 2001 - October 2003
Infosys 1997 - 1999
Infosys Technologies Ltd. 1997 - 1999
Skills
Investment Banking, Valuation, Financial Modeling, Capital Markets, Equities, Corporate Finance, Private Equity, Mergers, Venture Capital, Corporate Development, Due Diligence, M&A experience, Financial Analysis, IPO, Investments, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 2005 — 2007
MBA, Accounting and Finance
XLRI Jamshedpur 1999 — 2001
Masters, Business Management
VJTI, Mumbai 1993 — 1997
BS, Engineering (Electronics)
OLPS
other
Citi May 2013 - Present
Morgan Stanley June 2008 - May 2013
Bear Stearns July 2007 - May 2008
JP Morgan June 2006 - August 2006
Avendus Advisors November 2003 - June 2005
ICICI Bank April 2001 - October 2003
Infosys 1997 - 1999
Infosys Technologies Ltd. 1997 - 1999
Skills
Investment Banking, Valuation, Financial Modeling, Capital Markets, Equities, Corporate Finance, Private Equity, Mergers, Venture Capital, Corporate Development, Due Diligence, M&A experience, Financial Analysis, IPO, Investments, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 2005 — 2007
MBA, Accounting and Finance
XLRI Jamshedpur 1999 — 2001
Masters, Business Management
VJTI, Mumbai 1993 — 1997
BS, Engineering (Electronics)
OLPS
other
David Quinn's Morgan Stanley Experience September 2000 - April 2003
Job SVP Financial Planning and Analysis Head
Industry Financial Services
Experience
Bank of the West September 2009 - Present
Citigroup April 2003 - August 2007
Morgan Stanley September 2000 - April 2003
Lehman Brothers September 1998 - September 2000
Skills
Analysis, Corporate Finance, Financial Analysis, Portfolio Management, Banking, Finance, Capital Markets, Retail Banking, Financial Modeling, Risk Management, Financial Services, Credit
Education
The University of Chicago Booth School of Business 2005 — 2007
MBA, Business, Finance and Accounting
Chartered Institute of Management Accountants 1997 — 2000
Chartered Institute of Management Accountants
University of Plymouth 1994 — 1997
Honour 2:1, Economics and Geography
Bank of the West September 2009 - Present
Citigroup April 2003 - August 2007
Morgan Stanley September 2000 - April 2003
Lehman Brothers September 1998 - September 2000
Skills
Analysis, Corporate Finance, Financial Analysis, Portfolio Management, Banking, Finance, Capital Markets, Retail Banking, Financial Modeling, Risk Management, Financial Services, Credit
Education
The University of Chicago Booth School of Business 2005 — 2007
MBA, Business, Finance and Accounting
Chartered Institute of Management Accountants 1997 — 2000
Chartered Institute of Management Accountants
University of Plymouth 1994 — 1997
Honour 2:1, Economics and Geography
Arun Manoharan's Morgan Stanley Experience 1999 - 2001
Job Analyst at US Securities and Exchange Commission
Industry Financial Services
Experience
US Securities and Exchange Commission June 2013 - Present
Turner Investments, L.P. 2012 - 2013
Stevens Capital Management LP November 2006 - November 2011
Nomura Securities 2001 - 2006
Morgan Stanley 1999 - 2001
Putnam Investments May 1998 - September 1998
Gnossos Software June 1994 - June 1997
Horizon Software 1994 - 1994
Skills
Hedge Funds, Equities, Valuation, Portfolio Management, Bloomberg, Trading Systems, Hedging, Arbitrage, Equity Trading, Electronic Trading, Trading Strategies, Statistical Arbitrage, Proprietary Trading, Trading, Options, Investments, Quant, Asset Management, Analysis, Financial Markets, Financial Analysis, Quantitative Analysis, Quantitative Finance, VBA, Mergers, Market Data, Risk, Research, Time Series Analysis, Financial Modeling, Excel, Analytics, Alternative Investments, Derivatives, Investment Management, ETFs
Education
The University of Chicago 1997 — 1999
MBA, Finance And Accounting
The University of Chicago Booth School of Business 1997 — 1999
MBA, Finance, Account
Washington University in St. Louis 1989 — 1993
BS, Systems Science and Engineering
CQF
Upper St. Clair High School
US Securities and Exchange Commission June 2013 - Present
Turner Investments, L.P. 2012 - 2013
Stevens Capital Management LP November 2006 - November 2011
Nomura Securities 2001 - 2006
Morgan Stanley 1999 - 2001
Putnam Investments May 1998 - September 1998
Gnossos Software June 1994 - June 1997
Horizon Software 1994 - 1994
Skills
Hedge Funds, Equities, Valuation, Portfolio Management, Bloomberg, Trading Systems, Hedging, Arbitrage, Equity Trading, Electronic Trading, Trading Strategies, Statistical Arbitrage, Proprietary Trading, Trading, Options, Investments, Quant, Asset Management, Analysis, Financial Markets, Financial Analysis, Quantitative Analysis, Quantitative Finance, VBA, Mergers, Market Data, Risk, Research, Time Series Analysis, Financial Modeling, Excel, Analytics, Alternative Investments, Derivatives, Investment Management, ETFs
Education
The University of Chicago 1997 — 1999
MBA, Finance And Accounting
The University of Chicago Booth School of Business 1997 — 1999
MBA, Finance, Account
Washington University in St. Louis 1989 — 1993
BS, Systems Science and Engineering
CQF
Upper St. Clair High School
Ed Yao's Morgan Stanley Experience 1997 - 2001
Job Managing Director at Columbia Investment Management Company
Industry Investment Management
Experience
Columbia Investment Management Company Managing DirectorRitchie Capital Management / Raven Investment Group2001 - 2003
Morgan Stanley 1997 - 2001
JP Morgan & Co September 1991 - March 1997
Rockwell Science Center 1984 - 1989
Education
The University of Chicago Booth School of Business 1989 — 1991
University of California, Los Angeles 1984 — 1988
BS, Computer Engineering
Columbia Investment Management Company Managing DirectorRitchie Capital Management / Raven Investment Group2001 - 2003
Morgan Stanley 1997 - 2001
JP Morgan & Co September 1991 - March 1997
Rockwell Science Center 1984 - 1989
Education
The University of Chicago Booth School of Business 1989 — 1991
University of California, Los Angeles 1984 — 1988
BS, Computer Engineering
Atul Kavthekar's Morgan Stanley Experience May 2000 - August 2002
Job CFO at LivingSocial
Industry Internet
Experience
LivingSocial June 2015 - Present
Sears Holdings Corporation December 2013 - May 2015
Walgreens July 2011 - December 2013
Walgreens December 2009 - July 2011
KPMG Corporate Finance July 2006 - November 2008
Trenwith Securities 2002 - 2006
Morgan Stanley May 2000 - August 2002
Wasserstein Perella January 1998 - April 2000
Skills
Corporate Finance, Investment Banking, Mergers, Corporate Development, Private Equity, Venture Capital, Acquisition Integration, Business Strategy, Strategy Development, New Business Development
Education
The University of Chicago Booth School of Business 1995 — 1997
MBA, Finance, Accounting
Wayne State University 1993 — 1994
MSE, Industrial Engineering
University of Michigan 1985 — 1990
BSE, Engineering Science
LivingSocial June 2015 - Present
Sears Holdings Corporation December 2013 - May 2015
Walgreens July 2011 - December 2013
Walgreens December 2009 - July 2011
KPMG Corporate Finance July 2006 - November 2008
Trenwith Securities 2002 - 2006
Morgan Stanley May 2000 - August 2002
Wasserstein Perella January 1998 - April 2000
Skills
Corporate Finance, Investment Banking, Mergers, Corporate Development, Private Equity, Venture Capital, Acquisition Integration, Business Strategy, Strategy Development, New Business Development
Education
The University of Chicago Booth School of Business 1995 — 1997
MBA, Finance, Accounting
Wayne State University 1993 — 1994
MSE, Industrial Engineering
University of Michigan 1985 — 1990
BSE, Engineering Science
John Wappler's Morgan Stanley Experience May 2010 - Present
Job Vice President Morgan Stanley Commodities Group
Industry Oil & Energy
Experience
Morgan Stanley May 2010 - Present
Ritchie Capital Management 2006 - 2008
Deloitte Consulting 2001 - 2005
Education
The University of Chicago Booth School of Business 2005 — 2007
Morgan Stanley May 2010 - Present
Ritchie Capital Management 2006 - 2008
Deloitte Consulting 2001 - 2005
Education
The University of Chicago Booth School of Business 2005 — 2007
Jacqueline DeSimone's Morgan Stanley Experience October 2000 - November 2007
Job Senior Sales Executive at RIMES Technologies
Industry Financial Services
Experience
RIMES Technologies November 2009 - Present
Morgan Stanley October 2000 - November 2007
Morgan Stanley Capital International March 1998 - October 2000
Xerox June 1989 - March 1998
Skills
Portfolio Management, Hedge Funds, Investments, Management, Trading, Financial Services, Sales, Sales Management, Product Development, Team Building, Market Data, Recruiting, Equities, Fixed Income, Asset Management
Education
The University of Chicago Booth School of Business 1993 — 1997
MBA, Finance / Marketing
Virginia Polytechnic Institute and State University 1985 — 1989
BS, Electrical Engineering
RIMES Technologies November 2009 - Present
Morgan Stanley October 2000 - November 2007
Morgan Stanley Capital International March 1998 - October 2000
Xerox June 1989 - March 1998
Skills
Portfolio Management, Hedge Funds, Investments, Management, Trading, Financial Services, Sales, Sales Management, Product Development, Team Building, Market Data, Recruiting, Equities, Fixed Income, Asset Management
Education
The University of Chicago Booth School of Business 1993 — 1997
MBA, Finance / Marketing
Virginia Polytechnic Institute and State University 1985 — 1989
BS, Electrical Engineering
Kevin Holt's Morgan Stanley Experience 1999 - 2010
Job Senior Portfolio Manager/Managing Director at Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd. June 2010 - Present
Morgan Stanley 1999 - 2010
Education
The University of Chicago Booth School of Business 1993 — 1995
Invesco Ltd. June 2010 - Present
Morgan Stanley 1999 - 2010
Education
The University of Chicago Booth School of Business 1993 — 1995
Allison Marvel's Morgan Stanley Experience June 2015 - August 2015
Job MBA Candidate, Class of 2016 The University of Chicago Booth School of Business
Industry Investment Banking
Experience
Morgan Stanley June 2015 - August 2015
KPMG October 2009 - September 2014
Myers Industries June 2009 - September 2009
Skills
Mergers, Mergers & Acquisitions, Due Diligence, Accounting, Strategic Financial..., Forecasting, Private Equity, Analysis, Budgets, Financial Reporting, Financial Analysis, Auditing, Internal Controls, Financial Modeling, Corporate Finance, Financial Accounting, CPA, Financial Planning
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA), Accounting and Finance
University of Notre Dame 2005 — 2009
BBA, BA, Accountancy & Economics
Morgan Stanley June 2015 - August 2015
KPMG October 2009 - September 2014
Myers Industries June 2009 - September 2009
Skills
Mergers, Mergers & Acquisitions, Due Diligence, Accounting, Strategic Financial..., Forecasting, Private Equity, Analysis, Budgets, Financial Reporting, Financial Analysis, Auditing, Internal Controls, Financial Modeling, Corporate Finance, Financial Accounting, CPA, Financial Planning
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA), Accounting and Finance
University of Notre Dame 2005 — 2009
BBA, BA, Accountancy & Economics
Patrick Kwei's Morgan Stanley Experience March 1999 - January 2013
Job Professional at Morgan Stanley
Industry Financial Services
Experience
MorganStanley 2009 - Present
Morgan Stanley March 1999 - January 2013
Morgan Stanley Smith Barney 1999 - 2009
Skills
.NET, Enterprise Architecture, Financial Services, Fixed Income, Microsoft Exchange, Risk Management, Vendor Management
Education
Shanghai no.51 middle school
The University of British Columbia
shanghai no.51 midle school
MorganStanley 2009 - Present
Morgan Stanley March 1999 - January 2013
Morgan Stanley Smith Barney 1999 - 2009
Skills
.NET, Enterprise Architecture, Financial Services, Fixed Income, Microsoft Exchange, Risk Management, Vendor Management
Education
Shanghai no.51 middle school
The University of British Columbia
shanghai no.51 midle school
Diane Merdian's Morgan Stanley Experience March 2000 - November 2001
Job Financial Executive
Industry Financial Services
Experience
Redwood Trust April 2010 - March 2012
Redwood Trust August 2008 - November 2009
Keefe, Bruyette & Woods January 2003 - April 2008
Morgan Stanley March 2000 - November 2001
Montgomery Securities July 1995 - March 2000
Smith Barney May 1994 - June 1995
Wellington Management September 1989 - April 1994
Kemper Financial Services September 1988 - August 1989
Salomon Brothers September 1984 - August 1988
Federal Reserve Bank of Kansas City June 1981 - July 1983
Education
The University of Chicago Booth School of Business 1983 — 1984
Finance
The University of Kansas 1978 — 1981
BA, Economics
Redwood Trust April 2010 - March 2012
Redwood Trust August 2008 - November 2009
Keefe, Bruyette & Woods January 2003 - April 2008
Morgan Stanley March 2000 - November 2001
Montgomery Securities July 1995 - March 2000
Smith Barney May 1994 - June 1995
Wellington Management September 1989 - April 1994
Kemper Financial Services September 1988 - August 1989
Salomon Brothers September 1984 - August 1988
Federal Reserve Bank of Kansas City June 1981 - July 1983
Education
The University of Chicago Booth School of Business 1983 — 1984
Finance
The University of Kansas 1978 — 1981
BA, Economics
David Fontanilla's Morgan Stanley Experience 2003 - 2005
Job Financial Consultant
Industry Investment Banking
Experience
Knight Capital Group March 2009 - August 2011
Deutsche Bank March 2005 - December 2008
Deustche Bank 2005 - 2008
Morgan Stanley 2003 - 2005
Goldman Sachs 2000 - 2003
Skills
Capital Markets, Fixed Income, Valuation, Investment Banking, Equities, Hedge Funds, Bloomberg, Derivatives, Financial Modeling, Structured Finance, Trading, Structured Products, Private Equity, Portfolio Management, Due Diligence, Risk Management, Securitization, Financial Markets, Securities, Series 7
Education
The University of British Columbia / UBC 1996 — 2000
Bachelor of Commerce (B.Com.), Finance
Knight Capital Group March 2009 - August 2011
Deutsche Bank March 2005 - December 2008
Deustche Bank 2005 - 2008
Morgan Stanley 2003 - 2005
Goldman Sachs 2000 - 2003
Skills
Capital Markets, Fixed Income, Valuation, Investment Banking, Equities, Hedge Funds, Bloomberg, Derivatives, Financial Modeling, Structured Finance, Trading, Structured Products, Private Equity, Portfolio Management, Due Diligence, Risk Management, Securitization, Financial Markets, Securities, Series 7
Education
The University of British Columbia / UBC 1996 — 2000
Bachelor of Commerce (B.Com.), Finance
Damian Hyams's Morgan Stanley Experience June 2002 - August 2002
Job Equity Research Analyst at TIAACREF
Industry Investment Management
Experience
TIAA-CREF March 2010 - Present
Banc of America Securities 2004 - 2008
Wachovia Securities 2003 - 2004
Morgan Stanley June 2002 - August 2002
Wilshire Associates 1995 - 2001
Education
The University of Chicago Booth School of Business 2001 — 2003
MBA, Finance & Accounting
University of Redlands 1991 — 1995
BS, Business Administration
TIAA-CREF March 2010 - Present
Banc of America Securities 2004 - 2008
Wachovia Securities 2003 - 2004
Morgan Stanley June 2002 - August 2002
Wilshire Associates 1995 - 2001
Education
The University of Chicago Booth School of Business 2001 — 2003
MBA, Finance & Accounting
University of Redlands 1991 — 1995
BS, Business Administration
Edward Benford's Morgan Stanley Experience 1994 - 1994
Job Founder of Benford Capital Partners, LLC
Industry Venture Capital & Private Equity
Experience
Benford Capital Partners, LLC October 2004 - Present
Prospect Partners, LLC August 1998 - September 2004
Lazard August 1995 - July 1998
Morgan Stanley 1994 - 1994
Education
The University of Chicago Booth School of Business 1993 — 1995
MBA, Finance
Vanderbilt University 1986 — 1990
BA, History
Gulliver Preparatory
Benford Capital Partners, LLC October 2004 - Present
Prospect Partners, LLC August 1998 - September 2004
Lazard August 1995 - July 1998
Morgan Stanley 1994 - 1994
Education
The University of Chicago Booth School of Business 1993 — 1995
MBA, Finance
Vanderbilt University 1986 — 1990
BA, History
Gulliver Preparatory
Weimin Sun's Morgan Stanley Experience 1999 - 2007
Job Executive Director at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase March 2014 - Present
Bank of America Merrill Lynch March 2013 - March 2014
CitiGroup June 2010 - March 2013
Deutsche Bank March 2007 - June 2010
Morgan Stanley 1999 - 2007
Statistics Canada 1995 - 1998
Skills
Trading Systems, Fixed Income, Equity Trading, Electronic Trading, Equities, Derivatives, Capital Markets, Data Warehousing, ETL, Basel II, Credit Risk, Risk Reporting, Sybase IQ, Oracle, Data Quality, Business Analysis, Credit Derivatives, Interest Rate..., @Risk, Hedge Funds, Quantitative Finance, Options, Prime Brokerage, Equity Derivatives, Market Data, Securities, Swaps, Bloomberg, Financial Markets, Risk Management, Trading, Proprietary Trading, Investment Banking
Education
University of Ottawa / Université d'Ottawa 1997 — 1999
Master of Business Administration (MBA), Finance
The University of British Columbia 1990 — 1994
Doctor of Philosophy (Ph.D.), Statistics
University of Electronic Science and Technology
Bachelor of Science (B.Sc.)
JPMorgan Chase March 2014 - Present
Bank of America Merrill Lynch March 2013 - March 2014
CitiGroup June 2010 - March 2013
Deutsche Bank March 2007 - June 2010
Morgan Stanley 1999 - 2007
Statistics Canada 1995 - 1998
Skills
Trading Systems, Fixed Income, Equity Trading, Electronic Trading, Equities, Derivatives, Capital Markets, Data Warehousing, ETL, Basel II, Credit Risk, Risk Reporting, Sybase IQ, Oracle, Data Quality, Business Analysis, Credit Derivatives, Interest Rate..., @Risk, Hedge Funds, Quantitative Finance, Options, Prime Brokerage, Equity Derivatives, Market Data, Securities, Swaps, Bloomberg, Financial Markets, Risk Management, Trading, Proprietary Trading, Investment Banking
Education
University of Ottawa / Université d'Ottawa 1997 — 1999
Master of Business Administration (MBA), Finance
The University of British Columbia 1990 — 1994
Doctor of Philosophy (Ph.D.), Statistics
University of Electronic Science and Technology
Bachelor of Science (B.Sc.)
Stephen Couig's Morgan Stanley Experience August 1993 - May 1996
Job President, Center Street Capital
Industry Real Estate
Experience
Center Street Capital January 2008 - Present
Capital Pacific Homes 2000 - 2007
Capital Pacific Homes January 1997 - January 2000
Troon Golf May 1996 - January 1997
Morgan Stanley August 1993 - May 1996
GE Capital January 1990 - August 1991
General Electric September 1987 - January 1990
Education
The Tuck School of Business at Dartmouth 1991 — 1993
University of Massachusetts, Amherst 1983 — 1987
bba, finance, economics
Center Street Capital January 2008 - Present
Capital Pacific Homes 2000 - 2007
Capital Pacific Homes January 1997 - January 2000
Troon Golf May 1996 - January 1997
Morgan Stanley August 1993 - May 1996
GE Capital January 1990 - August 1991
General Electric September 1987 - January 1990
Education
The Tuck School of Business at Dartmouth 1991 — 1993
University of Massachusetts, Amherst 1983 — 1987
bba, finance, economics
Rob Brewer, CPWA®'s Morgan Stanley Experience 1999 - 2001
Job Senior Vice President, Private Client Advisor
Industry Financial Services
Experience
U.S. Trust, Bank of America Private Wealth Management April 2010 - Present
U.S Trust, Bank of America Private Wealth Management 2006 - 2010
Bank of America 2002 - 2006
Cal Fed Investments 2001 - 2002
Morgan Stanley 1999 - 2001
Skills
Wealth Management, Investments, Banking, Series 7, Credit, Loans, Asset Allocation, Asset Management, Series 63, Commercial Lending, Strategic Financial..., Investment Advisory, Portfolio Management, Finance, Investment Management, Wealth Management..., Financial Planning
Education
The University of Chicago - Booth School of Business 2012 — 2012
Certified Private Wealth Advisor, Professional Designation - High Net Worth Wealth Management
Universidad de Sevilla 1998 — 1999
International Economics and Political Science
University of the Pacific 1995 — 1999
BA, International Studies & Spanish
U.S. Trust, Bank of America Private Wealth Management April 2010 - Present
U.S Trust, Bank of America Private Wealth Management 2006 - 2010
Bank of America 2002 - 2006
Cal Fed Investments 2001 - 2002
Morgan Stanley 1999 - 2001
Skills
Wealth Management, Investments, Banking, Series 7, Credit, Loans, Asset Allocation, Asset Management, Series 63, Commercial Lending, Strategic Financial..., Investment Advisory, Portfolio Management, Finance, Investment Management, Wealth Management..., Financial Planning
Education
The University of Chicago - Booth School of Business 2012 — 2012
Certified Private Wealth Advisor, Professional Designation - High Net Worth Wealth Management
Universidad de Sevilla 1998 — 1999
International Economics and Political Science
University of the Pacific 1995 — 1999
BA, International Studies & Spanish
Martin Phillips's Morgan Stanley Experience March 2008 - January 2010
Job Apollo
Industry Investment Management
Experience
Apollo Global Management LLC August 2012 - Present
The Blackstone Group January 2010 - August 2011
Morgan Stanley March 2008 - January 2010
Citigroup June 1999 - March 2008
Navistar 2004 - 2005
Skills
Alternative Investments, Private Equity, Human Resources, Employee Benefits, Deferred Compensation, Financial Modeling, Finance, Management, Change Management, Carried interest, Leveraged Co-Investment, Compensation, Workday, HRIS, Business Planning
Education
The University of Chicago - Booth School of Business 2002 — 2005
Master of Business Administration (MBA), Finance, Accounting
University of North Texas 1997 — 1999
BBA, Finance, Accounting
Apollo Global Management LLC August 2012 - Present
The Blackstone Group January 2010 - August 2011
Morgan Stanley March 2008 - January 2010
Citigroup June 1999 - March 2008
Navistar 2004 - 2005
Skills
Alternative Investments, Private Equity, Human Resources, Employee Benefits, Deferred Compensation, Financial Modeling, Finance, Management, Change Management, Carried interest, Leveraged Co-Investment, Compensation, Workday, HRIS, Business Planning
Education
The University of Chicago - Booth School of Business 2002 — 2005
Master of Business Administration (MBA), Finance, Accounting
University of North Texas 1997 — 1999
BBA, Finance, Accounting
Aaron Levitan's Morgan Stanley Experience August 2015 - Present
Job Associate at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley August 2015 - Present
Morgan Stanley June 2014 - August 2014
L Capital Asia (LVMH Private Equity) May 2013 - August 2013
UBS July 2011 - May 2013
UBS July 2008 - July 2011
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA), Finance, Accounting, Entrepreneurship
The University of Texas at Austin - The Red McCombs School of Business 2003 — 2008
Masters of Professional Accounting (MPA); Bachelors of Business Administration (BBA)
Morgan Stanley August 2015 - Present
Morgan Stanley June 2014 - August 2014
L Capital Asia (LVMH Private Equity) May 2013 - August 2013
UBS July 2011 - May 2013
UBS July 2008 - July 2011
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA), Finance, Accounting, Entrepreneurship
The University of Texas at Austin - The Red McCombs School of Business 2003 — 2008
Masters of Professional Accounting (MPA); Bachelors of Business Administration (BBA)
Dennis Champa's Morgan Stanley Experience January 2001 - June 2008
Job Regional Sales Manager FVP at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors December 2013 - Present
Wells Fargo Advisors, LLC June 2008 - December 2013
Morgan Stanley January 2001 - June 2008
Education
The University of Akron 1993 — 1997
Bachelor's degree, Business/Finance
Nordonia High School 1988 — 1991
Wells Fargo Advisors December 2013 - Present
Wells Fargo Advisors, LLC June 2008 - December 2013
Morgan Stanley January 2001 - June 2008
Education
The University of Akron 1993 — 1997
Bachelor's degree, Business/Finance
Nordonia High School 1988 — 1991
Adam Shepard's Morgan Stanley Experience 2000 - Present
Job Managing Director at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley 2000 - Present
Lehman Brothers 1995 - 2000
Stern Stewart & Co. 1992 - 1995
Arthur Andersen 1990 - 1992
Education
The University of Chicago - Booth School of Business 1988 — 1990
MBA, Finance
University of Chicago 1985 — 1989
BA, Economics
Charterhouse School 1984 — 1985
Moses Brown School 1971 — 1984
Morgan Stanley 2000 - Present
Lehman Brothers 1995 - 2000
Stern Stewart & Co. 1992 - 1995
Arthur Andersen 1990 - 1992
Education
The University of Chicago - Booth School of Business 1988 — 1990
MBA, Finance
University of Chicago 1985 — 1989
BA, Economics
Charterhouse School 1984 — 1985
Moses Brown School 1971 — 1984
Jeffrey Yingling's Morgan Stanley Experience April 1990 - September 2006
Job Managing Director Investment Banking at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2006 - Present
Morgan Stanley April 1990 - September 2006
Credit Suisse First Boston September 1984 - December 1989
Education
The University of Chicago Booth School of Business 1982 — 1984
MBA, Finance
University of Notre Dame 1978 — 1982
BBA, Finance
J.P. Morgan September 2006 - Present
Morgan Stanley April 1990 - September 2006
Credit Suisse First Boston September 1984 - December 1989
Education
The University of Chicago Booth School of Business 1982 — 1984
MBA, Finance
University of Notre Dame 1978 — 1982
BBA, Finance
Jocelyn Chu, CFA's Morgan Stanley Experience June 2005 - July 2010
Job Principal, Connor, Clark & Lunn Investment Management
Industry Financial Services
Experience
Connor, Clark & Lunn Investment Management, Fixed Income September 2010 - Present
Young Women in Business 2012 - 2012
Morgan Stanley June 2005 - July 2010
Merrill Lynch May 2004 - August 2004
Skills
Loans, Credit, Investments, Leveraged Finance, High Yield, Investment Banking, Fixed Income Analysis, Credit Derivatives, Economics, Structured Finance, Private Equity
Education
The University of British Columbia
Bcomm, Finance
Connor, Clark & Lunn Investment Management, Fixed Income September 2010 - Present
Young Women in Business 2012 - 2012
Morgan Stanley June 2005 - July 2010
Merrill Lynch May 2004 - August 2004
Skills
Loans, Credit, Investments, Leveraged Finance, High Yield, Investment Banking, Fixed Income Analysis, Credit Derivatives, Economics, Structured Finance, Private Equity
Education
The University of British Columbia
Bcomm, Finance
Jonathan Morphett's Morgan Stanley Experience 1986 - 2000
Job Managing Director, Head of Investment Banking at Avondale Partners
Industry Investment Banking
Experience
Avondale Partners November 2004 - Present
Centerstone Research Institute (CRI) 2014 - Present
Friends Life September 2009 - Present
Rosebrook Ventures 2002 - 2004
Austar United Communications 2000 - 2002
Morgan Stanley 1986 - 2000
Skills
Private Equity, Valuation, IPO, Corporate Finance, Equities, Mergers, Financial Analysis, Debt, Healthcare, Investment Banking, Private Placements, Healthcare IT, Hospitals, Mergers & Acquisitions, M&A experience, Business Valuation, Venture Capital, Divestitures, Financial Modeling, LBO, Capital Markets, Healthcare Information..., Equity Research, Investor Relations, Equity Valuation, Due Diligence, Finance
Education
Tuck School of Business at Dartmouth 1984 — 1986
MBA
University of Adelaide 1977 — 1982
LL.B., BEc.
Avondale Partners November 2004 - Present
Centerstone Research Institute (CRI) 2014 - Present
Friends Life September 2009 - Present
Rosebrook Ventures 2002 - 2004
Austar United Communications 2000 - 2002
Morgan Stanley 1986 - 2000
Skills
Private Equity, Valuation, IPO, Corporate Finance, Equities, Mergers, Financial Analysis, Debt, Healthcare, Investment Banking, Private Placements, Healthcare IT, Hospitals, Mergers & Acquisitions, M&A experience, Business Valuation, Venture Capital, Divestitures, Financial Modeling, LBO, Capital Markets, Healthcare Information..., Equity Research, Investor Relations, Equity Valuation, Due Diligence, Finance
Education
Tuck School of Business at Dartmouth 1984 — 1986
MBA
University of Adelaide 1977 — 1982
LL.B., BEc.
Anna Lyagacheva's Morgan Stanley Experience 2012 - Present
Job Financial Advisor at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley 2012 - Present
Zurich North America 2010 - 2011
UBS Global Asset Management 2008 - 2008
Skills
Financial Modeling, SAP, Forecasting, Financial Reporting, Internal Controls, Process Improvement, Accounting, Variance Analysis, Financial Analysis, Business Strategy, Business Analysis, Corporate Finance, Finance, GAAP, Series 7, Series 66, Insurance, Data Analysis, Strategic Financial..., Portfolio Management, Management Consulting
Education
The University of Chicago - Booth School of Business 2007 — 2010
MBA
University of Chicago 2007 — 2009
Master of Business Administration (MBA)
University of Cambridge 2004 — 2005
Masters, Finance
Morgan Stanley 2012 - Present
Zurich North America 2010 - 2011
UBS Global Asset Management 2008 - 2008
Skills
Financial Modeling, SAP, Forecasting, Financial Reporting, Internal Controls, Process Improvement, Accounting, Variance Analysis, Financial Analysis, Business Strategy, Business Analysis, Corporate Finance, Finance, GAAP, Series 7, Series 66, Insurance, Data Analysis, Strategic Financial..., Portfolio Management, Management Consulting
Education
The University of Chicago - Booth School of Business 2007 — 2010
MBA
University of Chicago 2007 — 2009
Master of Business Administration (MBA)
University of Cambridge 2004 — 2005
Masters, Finance
Jack Stockert MD, MBA's Morgan Stanley Experience 2011 - December 2011
Job HealthEngine
Industry Hospital & Health Care
Experience
HealthEngine LLC June 2014 - Present
HealthEngine LLC March 2014 - June 2014
McKinsey & Company April 2012 - April 2014
Rubicon Genomics December 2011 - April 2012
Morgan Stanley 2011 - December 2011
Loyola University Medical Center June 2010 - June 2011
Argonne National Laboratory March 2010 - June 2010
Invention Bridge 2010 - 2010
World Health Organization June 2009 - August 2009
Moffitt Cancer Center January 2009 - June 2009
Skills
Genetics, Immunology, Healthcare, Entrepreneurship, Hospitals, Marketing Strategy, Operations, Financial Modeling, Medicine, Pharmaceutical Industry, Strategy, Data Analysis, Start-ups, Oncology, Leadership, Clinical Trials, Management Consulting, Strategic Planning, Business Strategy, Informatics
Education
University of Chicago - The Pritzker School of Medicine 2005 — 2010
Medical Doctorate, Medicine
The University of Chicago - Booth School of Business 2008 — 2010
Masters in Business Administration, Finance, Entrepreneurship, International Business
University of Chicago 2001 — 2005
BA, Biology
Lake Michigan Catholic High School 1996 — 2001
HealthEngine LLC June 2014 - Present
HealthEngine LLC March 2014 - June 2014
McKinsey & Company April 2012 - April 2014
Rubicon Genomics December 2011 - April 2012
Morgan Stanley 2011 - December 2011
Loyola University Medical Center June 2010 - June 2011
Argonne National Laboratory March 2010 - June 2010
Invention Bridge 2010 - 2010
World Health Organization June 2009 - August 2009
Moffitt Cancer Center January 2009 - June 2009
Skills
Genetics, Immunology, Healthcare, Entrepreneurship, Hospitals, Marketing Strategy, Operations, Financial Modeling, Medicine, Pharmaceutical Industry, Strategy, Data Analysis, Start-ups, Oncology, Leadership, Clinical Trials, Management Consulting, Strategic Planning, Business Strategy, Informatics
Education
University of Chicago - The Pritzker School of Medicine 2005 — 2010
Medical Doctorate, Medicine
The University of Chicago - Booth School of Business 2008 — 2010
Masters in Business Administration, Finance, Entrepreneurship, International Business
University of Chicago 2001 — 2005
BA, Biology
Lake Michigan Catholic High School 1996 — 2001
Arvin Shandiz's Morgan Stanley Experience December 2013 - Present
Job MBA Candidate, The University of Chicago Booth School of Business | Associate, Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 2013 - Present
V Derivatives LLC April 2011 - December 2013
Allied Trading Group April 2010 - April 2011
Precision Capital, LLC August 2008 - April 2010
Education
University of Chicago
Bachelor's Degree, Political Science
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Econometrics and Statistics, Analytic Finance, Entrepreneurship
Morgan Stanley December 2013 - Present
V Derivatives LLC April 2011 - December 2013
Allied Trading Group April 2010 - April 2011
Precision Capital, LLC August 2008 - April 2010
Education
University of Chicago
Bachelor's Degree, Political Science
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Econometrics and Statistics, Analytic Finance, Entrepreneurship
Jeannie Thornburg's Morgan Stanley Experience June 1997 - April 1999
Job Sales Administrator at City National Bank
Industry Banking
Experience
National City Bank Financial Consultant AccociateCity National BankApril 1999 - Present
City National Bank April 1999 - June 2013
Morgan Stanley June 1997 - April 1999
Skills
Banking, Risk Management, Financial Analysis, Portfolio Management, Loans, Microsoft Office
Education
The University of Akron
Bachelor of Scinece Finance
National City Bank Financial Consultant AccociateCity National BankApril 1999 - Present
City National Bank April 1999 - June 2013
Morgan Stanley June 1997 - April 1999
Skills
Banking, Risk Management, Financial Analysis, Portfolio Management, Loans, Microsoft Office
Education
The University of Akron
Bachelor of Scinece Finance
Frederick Snyder's Morgan Stanley Experience November 2006 - October 2009
Job at Corporate One
Industry Financial Services
Experience
Corporate One October 2009 - Present
Morgan Stanley November 2006 - October 2009
Edward Jones April 2004 - August 2006
Education
The University of Akron 1988 — 1994
The University of Akron
MA, History
Corporate One October 2009 - Present
Morgan Stanley November 2006 - October 2009
Edward Jones April 2004 - August 2006
Education
The University of Akron 1988 — 1994
The University of Akron
MA, History
Peter von Alt's Morgan Stanley Experience August 2002 - April 2013
Job Director at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo May 2013 - Present
Morgan Stanley August 2002 - April 2013
US Army June 1994 - June 1999
Skills
Investment Banking, Private Equity, Corporate Finance, Financial Modeling, Valuation, Equities, Mergers, Venture Capital, Capital Markets, Due Diligence, Alternative Investments, Equity Research, LBO, IPO
Education
The Tuck School of Business at Dartmouth 1999 — 2001
MBA, Finance
United States Military Academy at West Point 1990 — 1994
BS, Mechanical Engineering
Wells Fargo May 2013 - Present
Morgan Stanley August 2002 - April 2013
US Army June 1994 - June 1999
Skills
Investment Banking, Private Equity, Corporate Finance, Financial Modeling, Valuation, Equities, Mergers, Venture Capital, Capital Markets, Due Diligence, Alternative Investments, Equity Research, LBO, IPO
Education
The Tuck School of Business at Dartmouth 1999 — 2001
MBA, Finance
United States Military Academy at West Point 1990 — 1994
BS, Mechanical Engineering
Vinh Luong's Morgan Stanley Experience June 2007 - August 2007
Job Data Scientist | Machine Learning Coder | Chicago Booth MBA
Industry Computer Software
Experience
Uptake November 2014 - Present
MBA Learns to Code March 2014 - Present
CapitaMalls Asia January 2012 - July 2014
CapitaMalls Asia April 2011 - December 2011
CapitaMalls Asia March 2010 - March 2011
CapitaLand Limited August 2008 - February 2010
Morgan Stanley June 2007 - August 2007
Skills
Statistics, Analytics, Machine Learning, Data Mining, Business Analytics, R, Matlab, Artificial Intelligence, Data Analytics, Predictive Analytics, Data Analysis, Financial Analysis, Algorithms, Business Strategy, Econometric Modeling, Statistical Programming, Github, Predictive Modeling, Collaborative Filtering, Neural Networks, Artificial Neural..., Cloud Computing, Teaching, Apache Spark, Python, Project Management, Leadership
Education
The University of Chicago Booth School of Business 2014 — 2016
Full-Time MBA, Analytics
University of Cambridge 2005 — 2008
Bachelor of Arts (B.A.), Economics, Prestigious Adam Smith Prize for #1 Economics student, with straight First Class
Cambridge Tutors College, Croydon, Surrey, UK 2004 — 2005
GCE Advanced Level ("A-Level"), Mathematics, Economics, Accounting, Grade A; Gold Certificate in U.K. Senior Mathematical Challenge
School of Maths & Computer Science, Hanoi University of Education; Trung Vuong Secondary School 1998 — 2004
Secondary School & High School, Mathematics and Computer Science
Uptake November 2014 - Present
MBA Learns to Code March 2014 - Present
CapitaMalls Asia January 2012 - July 2014
CapitaMalls Asia April 2011 - December 2011
CapitaMalls Asia March 2010 - March 2011
CapitaLand Limited August 2008 - February 2010
Morgan Stanley June 2007 - August 2007
Skills
Statistics, Analytics, Machine Learning, Data Mining, Business Analytics, R, Matlab, Artificial Intelligence, Data Analytics, Predictive Analytics, Data Analysis, Financial Analysis, Algorithms, Business Strategy, Econometric Modeling, Statistical Programming, Github, Predictive Modeling, Collaborative Filtering, Neural Networks, Artificial Neural..., Cloud Computing, Teaching, Apache Spark, Python, Project Management, Leadership
Education
The University of Chicago Booth School of Business 2014 — 2016
Full-Time MBA, Analytics
University of Cambridge 2005 — 2008
Bachelor of Arts (B.A.), Economics, Prestigious Adam Smith Prize for #1 Economics student, with straight First Class
Cambridge Tutors College, Croydon, Surrey, UK 2004 — 2005
GCE Advanced Level ("A-Level"), Mathematics, Economics, Accounting, Grade A; Gold Certificate in U.K. Senior Mathematical Challenge
School of Maths & Computer Science, Hanoi University of Education; Trung Vuong Secondary School 1998 — 2004
Secondary School & High School, Mathematics and Computer Science
Ken Wolfe's Morgan Stanley Experience May 1985 - June 1993
Job CEO at Forerun
Industry Hospital & Health Care
Experience
Forerun January 2007 - Present
Kairos Partners January 1999 - December 2007
Morgan Stanley May 1985 - June 1993
Skills
EMR, Healthcare IT, Healthcare Information..., Private Equity, Management, Healthcare, Entrepreneurship, Start-ups, Strategic Partnerships, Medicine, Hospitals, EHR, Medical Devices, Investments, Physicians, Executive Management
Education
University of Chicago GSB 1980 — 1981
Master of Business Administration (MBA), Finance, General
University of Chicago 1978 — 1980
Bachelor's degree, Finance
Forerun January 2007 - Present
Kairos Partners January 1999 - December 2007
Morgan Stanley May 1985 - June 1993
Skills
EMR, Healthcare IT, Healthcare Information..., Private Equity, Management, Healthcare, Entrepreneurship, Start-ups, Strategic Partnerships, Medicine, Hospitals, EHR, Medical Devices, Investments, Physicians, Executive Management
Education
University of Chicago GSB 1980 — 1981
Master of Business Administration (MBA), Finance, General
University of Chicago 1978 — 1980
Bachelor's degree, Finance
Randy Lynch's Morgan Stanley Experience August 1999 - January 2009
Job Managing Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch October 2009 - Present
AIG February 2009 - October 2009
Morgan Stanley August 1999 - January 2009
Lehman Brothers July 1996 - August 1999
Raymond James Financial 1992 - 1994
Skills
Equities, Valuation, Financial Modeling, Investments, Portfolio Management, Mergers, Strategy, Acquisition Analysis, LBO, Leadership Development, Team Leadership, Strategic Communications, Mergers & Acquisitions, Business Valuation, Private Equity, Restructuring
Education
The University of Chicago Booth School of Business 1994 — 1996
MBA, Finance and Accounting
Vanderbilt University 1988 — 1992
BA, Economics
Bank of America Merrill Lynch October 2009 - Present
AIG February 2009 - October 2009
Morgan Stanley August 1999 - January 2009
Lehman Brothers July 1996 - August 1999
Raymond James Financial 1992 - 1994
Skills
Equities, Valuation, Financial Modeling, Investments, Portfolio Management, Mergers, Strategy, Acquisition Analysis, LBO, Leadership Development, Team Leadership, Strategic Communications, Mergers & Acquisitions, Business Valuation, Private Equity, Restructuring
Education
The University of Chicago Booth School of Business 1994 — 1996
MBA, Finance and Accounting
Vanderbilt University 1988 — 1992
BA, Economics
Michael Axon's Morgan Stanley Experience 1992 - 1995
Job Managing Director at Moab Partners
Industry Investment Management
Experience
Moab Partners 2013 - Present
Southpaw Asset Management 2007 - 2013
CRT Capital Group 1997 - 2007
Morgan Stanley 1992 - 1995
Education
University of Chicago Graduate School of Business 1995 — 1997
Master of Business Administration (M.B.A.), Finance
University of Pennsylvania - The Wharton School 1988 — 1992
Bachelor of Science (B.S.), Finance and Accounting
Moab Partners 2013 - Present
Southpaw Asset Management 2007 - 2013
CRT Capital Group 1997 - 2007
Morgan Stanley 1992 - 1995
Education
University of Chicago Graduate School of Business 1995 — 1997
Master of Business Administration (M.B.A.), Finance
University of Pennsylvania - The Wharton School 1988 — 1992
Bachelor of Science (B.S.), Finance and Accounting
Robert Carlson's Morgan Stanley Experience 2000 - 2002
Job Director Barclays
Industry Investment Banking
Experience
Barclays May 2002 - February 2014
Morgan Stanley 2000 - 2002
Lehman Brothers 1997 - 2000
Education
FAAP - Fundação Armando Alvares Penteado 1989 — 1993
Bachelor's degree, Business Administration and Management, General
Dartmouth College - The Tuck School of Business at Dartmouth
MBA
Barclays May 2002 - February 2014
Morgan Stanley 2000 - 2002
Lehman Brothers 1997 - 2000
Education
FAAP - Fundação Armando Alvares Penteado 1989 — 1993
Bachelor's degree, Business Administration and Management, General
Dartmouth College - The Tuck School of Business at Dartmouth
MBA
David Patience's Morgan Stanley Experience June 2015 - August 2015
Job MBA Candidate at Chicago Booth
Industry Financial Services
Experience
Morgan Stanley June 2015 - August 2015
Nuveen Investments July 2010 - May 2015
Morgan Stanley Smith Barney June 2008 - June 2010
Education
The University of Chicago - Booth School of Business 2013 — 2016
Master of Business Administration (M.B.A.), Expected Concentrations: Accounting, Analytical Finance and Econometrics and Statistics
University of Colorado Boulder - Leeds School of Business 2004 — 2008
BA, Finance
Morgan Stanley June 2015 - August 2015
Nuveen Investments July 2010 - May 2015
Morgan Stanley Smith Barney June 2008 - June 2010
Education
The University of Chicago - Booth School of Business 2013 — 2016
Master of Business Administration (M.B.A.), Expected Concentrations: Accounting, Analytical Finance and Econometrics and Statistics
University of Colorado Boulder - Leeds School of Business 2004 — 2008
BA, Finance
Raynard P. Scott's Morgan Stanley Experience 2007 - 2008
Job President, RP Scott Insurance Services, LLC
Industry Insurance
Experience
RP Scott Insurance Services, LLC December 2009 - Present
BB&T Financial Services 2008 - 2009
Morgan Stanley 2007 - 2008
Education
The Tuck School of Business at Dartmouth 2006 — 2006
Executive Management
RP Scott Insurance Services, LLC December 2009 - Present
BB&T Financial Services 2008 - 2009
Morgan Stanley 2007 - 2008
Education
The Tuck School of Business at Dartmouth 2006 — 2006
Executive Management
Peter Bishop's Morgan Stanley Experience May 2009 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2009 - Present
Goldman Sachs July 1994 - May 2009
Education
The Tuck School of Business at Dartmouth 1992 — 1994
MBA, Business
United States Naval Academy 1981 — 1985
BS, Oceanography
Morgan Stanley May 2009 - Present
Goldman Sachs July 1994 - May 2009
Education
The Tuck School of Business at Dartmouth 1992 — 1994
MBA, Business
United States Naval Academy 1981 — 1985
BS, Oceanography
Eric Roberts's Morgan Stanley Experience April 2012 - Present
Job Vice President, Market Risk Audit at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley April 2012 - Present
CIBC World Markets October 2006 - March 2012
ABN AMRO Bank N.V. 2004 - 2006
Bank One 1994 - 2004
Skills
Market Risk, Credit Risk, Hedge Funds, Middle Office, Trading Systems, Equity Derivatives, Financial Risk, Derivatives, Trading Strategies, Fixed Income, Equities, Credit Derivatives, Risk Management, Asset Management, Proprietary Trading, Capital Markets, Options, Interest Rate..., Counterparty Risk, Convertible Bonds, Treasury, Arbitrage, Foreign Exchange
Education
University of Chicago Graduate School of Business 2000 — 2002
M.B.A., Finance
Morgan Stanley April 2012 - Present
CIBC World Markets October 2006 - March 2012
ABN AMRO Bank N.V. 2004 - 2006
Bank One 1994 - 2004
Skills
Market Risk, Credit Risk, Hedge Funds, Middle Office, Trading Systems, Equity Derivatives, Financial Risk, Derivatives, Trading Strategies, Fixed Income, Equities, Credit Derivatives, Risk Management, Asset Management, Proprietary Trading, Capital Markets, Options, Interest Rate..., Counterparty Risk, Convertible Bonds, Treasury, Arbitrage, Foreign Exchange
Education
University of Chicago Graduate School of Business 2000 — 2002
M.B.A., Finance
Grace Lin's Morgan Stanley Experience August 2011 - April 2014
Job CloudFlare Singapore
Industry Investment Banking
Experience
CloudFlare, Inc. April 2014 - Present
Morgan Stanley August 2011 - April 2014
Bank of America June 2006 - June 2009
U.S. House of Representatives November 2008 - November 2008
Cook County Ward Committeeman March 2004 - March 2008
Skills
Corporate Finance, Financial Analysis, Business Strategy, Strategic Planning, Microsoft Excel, Competitive Analysis, Accounting, Entrepreneurship, Private Equity, Project Management, Cross-functional Team..., Bloomberg, Product Management, Product Development, Microsoft Office, Banking, Start-ups, Valuation, Forecasting, Marketing, Investment Banking, Equities
Education
The University of Chicago - Booth School of Business 2009 — 2011
Master of Business Administration (MBA), Finance, Accounting, and Entrepreneurship
University of Chicago 2002 — 2006
Bachelors of Science, Mathematics, Economics, and Statistics
Phillips Exeter Academy
CloudFlare, Inc. April 2014 - Present
Morgan Stanley August 2011 - April 2014
Bank of America June 2006 - June 2009
U.S. House of Representatives November 2008 - November 2008
Cook County Ward Committeeman March 2004 - March 2008
Skills
Corporate Finance, Financial Analysis, Business Strategy, Strategic Planning, Microsoft Excel, Competitive Analysis, Accounting, Entrepreneurship, Private Equity, Project Management, Cross-functional Team..., Bloomberg, Product Management, Product Development, Microsoft Office, Banking, Start-ups, Valuation, Forecasting, Marketing, Investment Banking, Equities
Education
The University of Chicago - Booth School of Business 2009 — 2011
Master of Business Administration (MBA), Finance, Accounting, and Entrepreneurship
University of Chicago 2002 — 2006
Bachelors of Science, Mathematics, Economics, and Statistics
Phillips Exeter Academy
Marc Asiedu's Morgan Stanley Experience May 2008 - July 2008
Job Senior Analyst, Phantom Works Strategy & Program Development at Boeing
Industry Aviation & Aerospace
Experience
Boeing January 2015 - Present
Boeing April 2013 - January 2015
Boeing March 2012 - April 2013
Boeing June 2010 - March 2012
Boeing May 2009 - May 2010
Morgan Stanley May 2008 - July 2008
Skills
Earned Value Management, Aerospace, Financial Analysis, Analysis, Strategy, Supply Chain Management, FAR and TINA Compliance, Finance, Financial Planning &..., Security Clearance, DoD, Government Contracting, Strategic Planning, Project Management, Competitive Analysis, Market Research, Defense, Business Strategy, Mergers & Acquisitions, Management
Education
The University of Chicago Booth School of Business 2014 — 2017
Master of Business Administration (MBA)
Washington University in St. Louis
Master of Science (MS), Supply Chain Management
Washington University in St. Louis
Bachelor of Science (B.S.), Applied Mathematics
Washington University in St. Louis - Olin Business School
BSBA, Finance and Marketing
Boeing January 2015 - Present
Boeing April 2013 - January 2015
Boeing March 2012 - April 2013
Boeing June 2010 - March 2012
Boeing May 2009 - May 2010
Morgan Stanley May 2008 - July 2008
Skills
Earned Value Management, Aerospace, Financial Analysis, Analysis, Strategy, Supply Chain Management, FAR and TINA Compliance, Finance, Financial Planning &..., Security Clearance, DoD, Government Contracting, Strategic Planning, Project Management, Competitive Analysis, Market Research, Defense, Business Strategy, Mergers & Acquisitions, Management
Education
The University of Chicago Booth School of Business 2014 — 2017
Master of Business Administration (MBA)
Washington University in St. Louis
Master of Science (MS), Supply Chain Management
Washington University in St. Louis
Bachelor of Science (B.S.), Applied Mathematics
Washington University in St. Louis - Olin Business School
BSBA, Finance and Marketing
Stella Mei's Morgan Stanley Experience June 2015 - August 2015
Job MBA Candidate at Chicago Booth
Industry Banking
Experience
Morgan Stanley June 2015 - August 2015
Hamilton Lane July 2012 - July 2014
China International Capital Corporation June 2011 - August 2011
PricewaterhouseCoopers July 2010 - August 2010
Skills
Accounting, Financial Analysis, Corporate Finance, Excel, Quantitative Analysis, Valuation, Financial Modeling, Quantitative Analytics, Investments, Investment Banking, Due Diligence, Private Equity, Bloomberg, Equities, Portfolio Management, Economics, Finance, Capital Markets
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Accounting and Finance
University of Virginia 2008 — 2012
B.S., Accounting, Finance and Mathematics
University of Oxford
Morgan Stanley June 2015 - August 2015
Hamilton Lane July 2012 - July 2014
China International Capital Corporation June 2011 - August 2011
PricewaterhouseCoopers July 2010 - August 2010
Skills
Accounting, Financial Analysis, Corporate Finance, Excel, Quantitative Analysis, Valuation, Financial Modeling, Quantitative Analytics, Investments, Investment Banking, Due Diligence, Private Equity, Bloomberg, Equities, Portfolio Management, Economics, Finance, Capital Markets
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Accounting and Finance
University of Virginia 2008 — 2012
B.S., Accounting, Finance and Mathematics
University of Oxford
Simon Kloeckner's Morgan Stanley Experience January 2013 - June 2013
Job Consultant at Bain & Company
Industry Management Consulting
Experience
Bain & Company August 2015 - Present
Bain & Company June 2014 - August 2014
Morgan Stanley January 2013 - June 2013
Morgan Stanley January 2012 - January 2013
Morgan Stanley June 2010 - January 2012
Williams College Investment Office June 2009 - August 2009
IBM June 2008 - August 2008
IBM June 2007 - August 2007
Education
Tuck School of Business at Dartmouth 2013 — 2015
MBA with High Distinction
Williams College 2006 — 2010
B.A., Economics, History, cum laude
Bain & Company August 2015 - Present
Bain & Company June 2014 - August 2014
Morgan Stanley January 2013 - June 2013
Morgan Stanley January 2012 - January 2013
Morgan Stanley June 2010 - January 2012
Williams College Investment Office June 2009 - August 2009
IBM June 2008 - August 2008
IBM June 2007 - August 2007
Education
Tuck School of Business at Dartmouth 2013 — 2015
MBA with High Distinction
Williams College 2006 — 2010
B.A., Economics, History, cum laude
Harvard Winters's Morgan Stanley Experience 1987 - 1989
Job Independent Financial Services Professional
Industry Financial Services
Experience
The Winters Report 2008 - Present
HomeMVP Corp 2008 - 2008
Oppenheimer and Co., Inc. 2006 - 2007
Nomura Securities International Inc. 2005 - 2006
FTN Financial 2002 - 2004
J.P. Morgan 1996 - 2001
Merrill Lynch 1993 - 1996
Furman Selz 1989 - 1991
Morgan Stanley 1987 - 1989
Education
The University of Chicago - Booth School of Business 1991 — 1993
Master of Business Administration (MBA)
SUNY Albany 1984 — 1987
Bachelor of Science (BS), Economics
Archbishop Molloy High School
Archbishop Molloy High School
The Winters Report 2008 - Present
HomeMVP Corp 2008 - 2008
Oppenheimer and Co., Inc. 2006 - 2007
Nomura Securities International Inc. 2005 - 2006
FTN Financial 2002 - 2004
J.P. Morgan 1996 - 2001
Merrill Lynch 1993 - 1996
Furman Selz 1989 - 1991
Morgan Stanley 1987 - 1989
Education
The University of Chicago - Booth School of Business 1991 — 1993
Master of Business Administration (MBA)
SUNY Albany 1984 — 1987
Bachelor of Science (BS), Economics
Archbishop Molloy High School
Archbishop Molloy High School
Yoshihiro Iwakami's Morgan Stanley Experience January 2012 - June 2012
Job Partner at World Innovation Lab (WiL)
Industry Information Technology and Services
Experience
World Innovation Lab (WiL) July 2015 - Present
World Innovation Lab (WiL) July 2014 - June 2015
Digital Garage / DG Incubation June 2013 - August 2013
Uhuru July 2012 - July 2012
Morgan Stanley January 2012 - June 2012
Morgan Stanley 2009 - 2011
Real Estate Company (portfolio company of Morgan Stanley's fund) 2009 - 2010
Morgan Stanley 2005 - 2008
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2012 — 2014
Master of Business Administration (MBA)
東京大学 / The University of Tokyo 2000 — 2005
Bachelor
Azabu High School 1997 — 2000
World Innovation Lab (WiL) July 2015 - Present
World Innovation Lab (WiL) July 2014 - June 2015
Digital Garage / DG Incubation June 2013 - August 2013
Uhuru July 2012 - July 2012
Morgan Stanley January 2012 - June 2012
Morgan Stanley 2009 - 2011
Real Estate Company (portfolio company of Morgan Stanley's fund) 2009 - 2010
Morgan Stanley 2005 - 2008
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2012 — 2014
Master of Business Administration (MBA)
東京大学 / The University of Tokyo 2000 — 2005
Bachelor
Azabu High School 1997 — 2000
Ryan Rolnicki's Morgan Stanley Experience November 2007 - November 2010
Job Software Engineer
Industry Financial Services
Experience
OPSWAT September 2012 - September 2013
Morgan Stanley November 2007 - November 2010
Hyland Software November 2004 - October 2007
Skills
C++, Perl, SQL, XML, Sybase, C#, PHP, Computer Graphics, Ksh, Windows, Linux, Unix, SOAP, EDI, XSLT, SQL Server, Database Design, Microsoft SQL Server, Eclipse
Education
The University of Akron 2000 — 2004
Bachelor of Science (B.S.), Computer Science, 3.1
OPSWAT September 2012 - September 2013
Morgan Stanley November 2007 - November 2010
Hyland Software November 2004 - October 2007
Skills
C++, Perl, SQL, XML, Sybase, C#, PHP, Computer Graphics, Ksh, Windows, Linux, Unix, SOAP, EDI, XSLT, SQL Server, Database Design, Microsoft SQL Server, Eclipse
Education
The University of Akron 2000 — 2004
Bachelor of Science (B.S.), Computer Science, 3.1
Joaquín Casamitjana's Morgan Stanley Experience July 2009 - September 2009
Job Consultant at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group September 2010 - Present
Morgan Stanley July 2009 - September 2009
Mercedes Benz USA July 2006 - June 2008
BMW July 2003 - March 2006
Hewlett-Packard January 2003 - July 2003
Skills
German, English, Catalan, Spanish, Swahili, puppetry, Circus Arts
Education
The University of Chicago - Booth School of Business 2008 — 2010
Master of Business Administration (MBA)
Universitat Politècnica de Catalunya 1998 — 2003
Bachelor of Engineering (BEng), Industrial Engineering
The Boston Consulting Group September 2010 - Present
Morgan Stanley July 2009 - September 2009
Mercedes Benz USA July 2006 - June 2008
BMW July 2003 - March 2006
Hewlett-Packard January 2003 - July 2003
Skills
German, English, Catalan, Spanish, Swahili, puppetry, Circus Arts
Education
The University of Chicago - Booth School of Business 2008 — 2010
Master of Business Administration (MBA)
Universitat Politècnica de Catalunya 1998 — 2003
Bachelor of Engineering (BEng), Industrial Engineering
James Rekas's Morgan Stanley Experience August 2009 - January 2013
Job Vice President | Morgan Stanley Investment Banking
Industry Financial Services
Experience
Morgan Stanley Investment Banking January 2013 - Present
Morgan Stanley August 2009 - January 2013
Northrop Grumman Corporation August 2003 - August 2007
Skills
Financial Modeling, Financial Analysis, Java, Systems Engineering, System Architecture, Financial Accounting, M&A execution, Distressed M&A, Shareholder Activism, Valuation Modeling, Cyber-security, Biometrics, Identity Management, Virtualization, Cloud Computing, Software Development, Restructuring, Leveraged Finance, Debt Restructuring, Negotiation, Deal Sourcing, Corporate Advisory
Education
The University of Chicago - Booth School of Business 2007 — 2009
Master of Business Administration (M.B.A.), Finance, Accounting & Economics
Villanova University 1999 — 2003
BS, Computer Engineering
Morgan Stanley Investment Banking January 2013 - Present
Morgan Stanley August 2009 - January 2013
Northrop Grumman Corporation August 2003 - August 2007
Skills
Financial Modeling, Financial Analysis, Java, Systems Engineering, System Architecture, Financial Accounting, M&A execution, Distressed M&A, Shareholder Activism, Valuation Modeling, Cyber-security, Biometrics, Identity Management, Virtualization, Cloud Computing, Software Development, Restructuring, Leveraged Finance, Debt Restructuring, Negotiation, Deal Sourcing, Corporate Advisory
Education
The University of Chicago - Booth School of Business 2007 — 2009
Master of Business Administration (M.B.A.), Finance, Accounting & Economics
Villanova University 1999 — 2003
BS, Computer Engineering
Jay W. Lee's Morgan Stanley Experience 2008 - 2008
Job MBA Candidate at The University of Chicago Booth School of Business
Industry Venture Capital & Private Equity
Experience
FCB Finance Institute October 2009 - August 2013
Pine Tree Investment & Management (Private Equity) August 2010 - April 2012
GE July 2008 - August 2010
Morgan Stanley 2008 - 2008
TaxiTV March 2005 - September 2007
Education
The University of Chicago Booth School of Business 2013 — 2015
Master of Business Administration (MBA)
Yonsei University 2000 — 2008
Bachelor of Business Administration (BBA)
FCB Finance Institute October 2009 - August 2013
Pine Tree Investment & Management (Private Equity) August 2010 - April 2012
GE July 2008 - August 2010
Morgan Stanley 2008 - 2008
TaxiTV March 2005 - September 2007
Education
The University of Chicago Booth School of Business 2013 — 2015
Master of Business Administration (MBA)
Yonsei University 2000 — 2008
Bachelor of Business Administration (BBA)
Harsh A. Dev's Morgan Stanley Experience 2004 - 2004
Job MBA Candidate The University of Chicago Booth School of Business
Industry Financial Services
Experience
The University of Chicago Booth School of Business 2015 - Present
Chopper Trading 2013 - 2015
Chopper Trading 2008 - 2013
Merrill Lynch 2006 - 2008
Merrill Lynch 2005 - 2005
Morgan Stanley 2004 - 2004
Skills
Capital Markets, Investment Banking, Financial Analysis, Bloomberg, Valuation, Financial Modeling, Data Analysis, Trading, Fixed Income, Derivatives
Education
The University of Chicago Booth School of Business
Master of Business Administration (MBA), Finance, Entreprenuership, Managerial & Organizational Behavior
The University of Chicago
Bachelor of Arts (BA), Economics
The University of Chicago Booth School of Business 2015 - Present
Chopper Trading 2013 - 2015
Chopper Trading 2008 - 2013
Merrill Lynch 2006 - 2008
Merrill Lynch 2005 - 2005
Morgan Stanley 2004 - 2004
Skills
Capital Markets, Investment Banking, Financial Analysis, Bloomberg, Valuation, Financial Modeling, Data Analysis, Trading, Fixed Income, Derivatives
Education
The University of Chicago Booth School of Business
Master of Business Administration (MBA), Finance, Entreprenuership, Managerial & Organizational Behavior
The University of Chicago
Bachelor of Arts (BA), Economics
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS