Morgan Stanley
Industry: Investment banking company
DescriptionMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. Headquarters: New York City, New York, United States CEO: James P. Gorman (Jan 1, 2010–) Revenue: 37.94 billion USD (2017) Subsidiaries: Discover Financial Services, Did you know: Morgan Stanley is the sixth-largest bank in the US by total assets ($875 B). wikipedia.org
Morgan Stanley List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Morgan Stanley. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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34,792 Morgan Stanley employees in database. Find out everything there's to know about Morgan Stanley employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Morgan Stanley Employees
Employee
Years
Job
Industry
Blake Seline Blake Seline's Morgan Stanley Experience December 2014 - Present
Job Investment Banking Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley December 2014 - Present
Greenhill & Co. June 2014 - November 2014
Austin City Realty December 2011 - May 2014
Greenhill & Co. June 2013 - August 2013
M3 Midstream LLC May 2012 - June 2012
Harden Healthcare, LLC June 2011 - May 2012
Skills
Leadership, Access, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Sales, Marketing, Financial Modeling, Financial Analysis, Social Media
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2014
Business Honors / Energy Finance
The University of Edinburgh 2012 — 2012
Business Law Honors
Morgan Stanley December 2014 - Present
Greenhill & Co. June 2014 - November 2014
Austin City Realty December 2011 - May 2014
Greenhill & Co. June 2013 - August 2013
M3 Midstream LLC May 2012 - June 2012
Harden Healthcare, LLC June 2011 - May 2012
Skills
Leadership, Access, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Sales, Marketing, Financial Modeling, Financial Analysis, Social Media
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2014
Business Honors / Energy Finance
The University of Edinburgh 2012 — 2012
Business Law Honors
Stefanie Bertcher's Morgan Stanley Experience January 2010 - December 2011
Job Vice President of Finance at Carroll Organization
Industry Financial Services
Experience
Carroll Organization September 2015 - Present
State Street February 2012 - September 2015
Morgan Stanley January 2010 - December 2011
Morgan Stanley January 2007 - December 2009
Morgan Stanley August 2005 - December 2006
Presidential Financial Corporation December 2002 - August 2005
Balser Companies June 2001 - December 2002
Skills
Real Estate, Financial Analysis, Investor Relations, Investor Reporting, Financial Services
Education
The University of Georgia 1997 — 2001
Bachelor of Business Administration (BBA), Finance, General, Major GPA: 3.83 / 4.0
Carroll Organization September 2015 - Present
State Street February 2012 - September 2015
Morgan Stanley January 2010 - December 2011
Morgan Stanley January 2007 - December 2009
Morgan Stanley August 2005 - December 2006
Presidential Financial Corporation December 2002 - August 2005
Balser Companies June 2001 - December 2002
Skills
Real Estate, Financial Analysis, Investor Relations, Investor Reporting, Financial Services
Education
The University of Georgia 1997 — 2001
Bachelor of Business Administration (BBA), Finance, General, Major GPA: 3.83 / 4.0
Robert Karofsky Robert Karofsky's Morgan Stanley Experience 1994 - 2005
Job Cohead of Equities at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank 2005 - Present
Morgan Stanley 1994 - 2005
Education
The University of Chicago - Booth School of Business 1992 — 1994
Master of Business Administration (MBA), Finance, General
Hobart and William Smith Colleges 1985 — 1989
Bachelor of Arts (B.A.), Economics
Deutsche Bank 2005 - Present
Morgan Stanley 1994 - 2005
Education
The University of Chicago - Booth School of Business 1992 — 1994
Master of Business Administration (MBA), Finance, General
Hobart and William Smith Colleges 1985 — 1989
Bachelor of Arts (B.A.), Economics
Michael Baril, CFP® Michael Baril, CFP®'s Morgan Stanley Experience January 2008 - January 2009
Job Wealth Manager at USAA
Industry Financial Services
Experience
USAA March 2011 - Present
JPMorgan Chase January 2009 - March 2011
Morgan Stanley January 2008 - January 2009
J.P. Morgan February 2002 - March 2006
Skills
CERTIFIED FINANCIAL..., Series 7, Asset Allocation, Wealth Management, Series 63, Investments, Mutual Funds, Portfolio Management, Securities, Equities, Fixed Income, Investment Advisory, Asset Management, Estate Planning
Education
The University of Dallas
Graduate School of Management, Center For Professional Development/ Certified Financial Planner
University of North Texas
Bachelor's Degree, BA in Economics
USAA March 2011 - Present
JPMorgan Chase January 2009 - March 2011
Morgan Stanley January 2008 - January 2009
J.P. Morgan February 2002 - March 2006
Skills
CERTIFIED FINANCIAL..., Series 7, Asset Allocation, Wealth Management, Series 63, Investments, Mutual Funds, Portfolio Management, Securities, Equities, Fixed Income, Investment Advisory, Asset Management, Estate Planning
Education
The University of Dallas
Graduate School of Management, Center For Professional Development/ Certified Financial Planner
University of North Texas
Bachelor's Degree, BA in Economics
Alistair McLean Alistair McLean's Morgan Stanley Experience January 2015 - Present
Job Vice President Solutions Architect at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley May 2010 - Present
Trace Financial November 2006 - May 2010
RBS 2008 - 2010
RBS Global Banking & Markets 2008 - 2010
ING Investment Management 2007 - 2008
INGIM 2007 - 2008
Skills
Java, Software Engineering, Unix Shell Scripting, Lean Software..., Kanban, Scrum, Python, Agile Methodologies, Node.js, Certified Scrum Master..., Core Java, Software Development, Derivatives, Multithreading, Spring, SOA, Unix, XML, Linux, C++, JUnit, Eclipse, SQL, Design Patterns, Android, Sybase, Integration, Messaging, Hibernate, SWIFT payments, Trading Systems, SWIFT messaging, JDBC, Enterprise Architecture, Low Latency, Equity Derivatives, Fixed Income, Interest Rate..., C, Spring Framework
Education
The University of Glasgow 2001 — 2006
Masters of Research (M.Res), Bioinformatics, Medical Biochemistry
Cranbrook Grammar School 1999 — 2001
A Levels: Chemistry, Physics, Biology
Morgan Stanley January 2015 - Present
Morgan Stanley May 2010 - Present
Trace Financial November 2006 - May 2010
RBS 2008 - 2010
RBS Global Banking & Markets 2008 - 2010
ING Investment Management 2007 - 2008
INGIM 2007 - 2008
Skills
Java, Software Engineering, Unix Shell Scripting, Lean Software..., Kanban, Scrum, Python, Agile Methodologies, Node.js, Certified Scrum Master..., Core Java, Software Development, Derivatives, Multithreading, Spring, SOA, Unix, XML, Linux, C++, JUnit, Eclipse, SQL, Design Patterns, Android, Sybase, Integration, Messaging, Hibernate, SWIFT payments, Trading Systems, SWIFT messaging, JDBC, Enterprise Architecture, Low Latency, Equity Derivatives, Fixed Income, Interest Rate..., C, Spring Framework
Education
The University of Glasgow 2001 — 2006
Masters of Research (M.Res), Bioinformatics, Medical Biochemistry
Cranbrook Grammar School 1999 — 2001
A Levels: Chemistry, Physics, Biology
Molly Bunshaft Molly Bunshaft's Morgan Stanley Experience 2003 - 2004
Job Property Manager at Property Group Partners
Industry Commercial Real Estate
Experience
Property Group Partners September 2015 - Present
Property Group Partners October 2014 - Present
Property Group Partners August 2014 - October 2014
Jones Lang LaSalle May 2013 - August 2014
Liberty Medical Supply November 2011 - May 2013
Spherion February 2010 - November 2011
Illustrated Properties Real Estate, Inc - Jupiter, FL 2005 - 2009
Morgan Stanley 2003 - 2004
Fleet Bank 2002 - 2003
Skills
Management, Training, Contract Negotiation, Process Improvement, Insurance, Microsoft Office, Mergers & Acquisitions, Finance, Investments, Financial Analysis, Analysis, Invoicing, Accounts Receivable, Human Resources, Call Centers, Healthcare, Credit, Cash Flow, Loans, Medicare, Commercial Real Estate, Strategic Planning, Sales, Financial Modeling, Customer Service
Education
The University of Connecticut School of Business 1997 — 2001
Bachelor, Finance
Property Group Partners September 2015 - Present
Property Group Partners October 2014 - Present
Property Group Partners August 2014 - October 2014
Jones Lang LaSalle May 2013 - August 2014
Liberty Medical Supply November 2011 - May 2013
Spherion February 2010 - November 2011
Illustrated Properties Real Estate, Inc - Jupiter, FL 2005 - 2009
Morgan Stanley 2003 - 2004
Fleet Bank 2002 - 2003
Skills
Management, Training, Contract Negotiation, Process Improvement, Insurance, Microsoft Office, Mergers & Acquisitions, Finance, Investments, Financial Analysis, Analysis, Invoicing, Accounts Receivable, Human Resources, Call Centers, Healthcare, Credit, Cash Flow, Loans, Medicare, Commercial Real Estate, Strategic Planning, Sales, Financial Modeling, Customer Service
Education
The University of Connecticut School of Business 1997 — 2001
Bachelor, Finance
Stephen Petretto Stephen Petretto's Morgan Stanley Experience March 2001 - July 2003
Job Decision Science Director at Nike
Industry Market Research
Experience
Nike March 2015 - Present
Cube Capital June 2014 - March 2015
RVK June 2007 - May 2014
Hartford Investment Management Company May 2005 - June 2007
General Electric 2004 - 2004
Morgan Stanley March 2001 - July 2003
Skills
Portfolio Management, Investments, Fixed Income, Financial Modeling, Asset Allocation, Hedge Funds, Asset Managment, Equities, Financial Analysis, Valuation, Investment Strategies, Bloomberg, Due Diligence, Asset Management, Private Equity, Mutual Funds, Equity Research
Education
The University of Connecticut School of Business 2003 — 2005
Master of Business Administration (M.B.A.), Finance & Operations Management
Western Oregon University 1997 — 2002
Bachelor of Science (B.S.), Mathematics
Western Oregon University 1997 — 2002
Bachelor of Science (B.S.), Economics
Nike March 2015 - Present
Cube Capital June 2014 - March 2015
RVK June 2007 - May 2014
Hartford Investment Management Company May 2005 - June 2007
General Electric 2004 - 2004
Morgan Stanley March 2001 - July 2003
Skills
Portfolio Management, Investments, Fixed Income, Financial Modeling, Asset Allocation, Hedge Funds, Asset Managment, Equities, Financial Analysis, Valuation, Investment Strategies, Bloomberg, Due Diligence, Asset Management, Private Equity, Mutual Funds, Equity Research
Education
The University of Connecticut School of Business 2003 — 2005
Master of Business Administration (M.B.A.), Finance & Operations Management
Western Oregon University 1997 — 2002
Bachelor of Science (B.S.), Mathematics
Western Oregon University 1997 — 2002
Bachelor of Science (B.S.), Economics
Patrick Fitzmaurice's Morgan Stanley Experience June 2011 - August 2011
Job Consultant at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group January 2015 - Present
The Boston Consulting Group January 2013 - December 2014
Morgan Stanley June 2011 - August 2011
University of Georgia Athletic Association August 2009 - January 2011
Bank of America June 2007 - August 2007
Education
University of Georgia - Terry College of Business 2011 — 2012
Master of Arts (M.A.), Economics
The University of Georgia 2008 — 2012
Bachelor of Business Administration (BBA), Economics, Phi Beta Kappa, Magna Cum Laude with High Honors
The Lovett School 2004 — 2008
The Boston Consulting Group January 2015 - Present
The Boston Consulting Group January 2013 - December 2014
Morgan Stanley June 2011 - August 2011
University of Georgia Athletic Association August 2009 - January 2011
Bank of America June 2007 - August 2007
Education
University of Georgia - Terry College of Business 2011 — 2012
Master of Arts (M.A.), Economics
The University of Georgia 2008 — 2012
Bachelor of Business Administration (BBA), Economics, Phi Beta Kappa, Magna Cum Laude with High Honors
The Lovett School 2004 — 2008
Holly Hanson Holly Hanson's Morgan Stanley Experience September 1998 - August 2009
Job Principal CFP®, CIMA®, ADPA® at Harmony Financial Strategies
Industry Financial Services
Experience
Harmony Financial Strategies January 2014 - Present
Your Integrated Financial Strategies September 2009 - Present
Morgan Stanley September 1998 - August 2009
Skills
Investments, Financial Planning, Retirement, Financial Advisory, Series 7, Securities, Finance
Education
The University of Georgia
Bachelor of Business Administration (B.B.A.), Finance, General
Harmony Financial Strategies January 2014 - Present
Your Integrated Financial Strategies September 2009 - Present
Morgan Stanley September 1998 - August 2009
Skills
Investments, Financial Planning, Retirement, Financial Advisory, Series 7, Securities, Finance
Education
The University of Georgia
Bachelor of Business Administration (B.B.A.), Finance, General
Marc Alexander Marc Alexander's Morgan Stanley Experience April 2011 - August 2014
Job Senior Vice President, Investment Officer, Alexander Investment Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors August 2014 - Present
Morgan Stanley April 2011 - August 2014
RBC Wealth Management February 2006 - April 2011
Wells Fargo Advisors February 1993 - February 2006
Skills
Wealth Management, Series 7, Series 63, Investments, Mutual Funds, Investment Strategies, Investment Advisory, Retirement Planning, Asset Allocation, Portfolio Management, Alternative Investments, Investment Management, Series 65, Life Insurance, Finance, Variable Annuities, Asset Management, Equities
Education
University of Georgia - Terry College of Business 1988 — 1992
BBA, Finance
The University of Georgia
Wells Fargo Advisors August 2014 - Present
Morgan Stanley April 2011 - August 2014
RBC Wealth Management February 2006 - April 2011
Wells Fargo Advisors February 1993 - February 2006
Skills
Wealth Management, Series 7, Series 63, Investments, Mutual Funds, Investment Strategies, Investment Advisory, Retirement Planning, Asset Allocation, Portfolio Management, Alternative Investments, Investment Management, Series 65, Life Insurance, Finance, Variable Annuities, Asset Management, Equities
Education
University of Georgia - Terry College of Business 1988 — 1992
BBA, Finance
The University of Georgia
Shani Schechter Shani Schechter's Morgan Stanley Experience July 2015 - Present
Job Senior Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
GEM Project March 2015 - Present
Federal Advisory Council of the Federal Reserve Board of Governors April 2012 - March 2015
Federal Reserve Bank of Chicago August 2008 - March 2015
Centre for Micro Finance, Institute for Financial Management and Research June 2007 - August 2007
Skills
Economics, Statistics, Data Analysis, Stata, R, Analytics, Qualitative Research, Microeconomics, Econometrics, SAS, VBA Macros, Quantitative Analytics, Financial Modeling, Financial Analysis, Analysis, Business Strategy
Education
The University of Chicago - Booth School of Business
MBA, Finance, Analytic Management, Strategy, Operations
The University of Chicago
B.A., Economics
Morgan Stanley July 2015 - Present
GEM Project March 2015 - Present
Federal Advisory Council of the Federal Reserve Board of Governors April 2012 - March 2015
Federal Reserve Bank of Chicago August 2008 - March 2015
Centre for Micro Finance, Institute for Financial Management and Research June 2007 - August 2007
Skills
Economics, Statistics, Data Analysis, Stata, R, Analytics, Qualitative Research, Microeconomics, Econometrics, SAS, VBA Macros, Quantitative Analytics, Financial Modeling, Financial Analysis, Analysis, Business Strategy
Education
The University of Chicago - Booth School of Business
MBA, Finance, Analytic Management, Strategy, Operations
The University of Chicago
B.A., Economics
Emily Joseph Emily Joseph's Morgan Stanley Experience May 2013 - August 2013
Job M&A Advisory Associate at PwC
Industry Financial Services
Experience
PwC July 2015 - Present
Deloitte June 2014 - August 2014
Morgan Stanley May 2013 - August 2013
Deloitte 2013 - 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Spanish, Piano, Social Networking, Leadership, Nonprofits, Public Speaking, Fundraising, Event Planning, Social Media, Strategic Planning, Volunteer Management, Community Outreach, Leadership Development, Teamwork, Marketing, Time Management, Microsoft Office, Business Strategy, Marketing Communications, Higher Education, Social Media Marketing, Customer Service, Data Analysis, Public Relations, Budgets, Teaching, Blogging, Outlook, Creative Writing, Event Management, Photoshop, Editing, English, Advertising, Team Leadership, Program Development, Student Development, Interpersonal..., Research
Education
The University of Georgia 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
PwC July 2015 - Present
Deloitte June 2014 - August 2014
Morgan Stanley May 2013 - August 2013
Deloitte 2013 - 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Spanish, Piano, Social Networking, Leadership, Nonprofits, Public Speaking, Fundraising, Event Planning, Social Media, Strategic Planning, Volunteer Management, Community Outreach, Leadership Development, Teamwork, Marketing, Time Management, Microsoft Office, Business Strategy, Marketing Communications, Higher Education, Social Media Marketing, Customer Service, Data Analysis, Public Relations, Budgets, Teaching, Blogging, Outlook, Creative Writing, Event Management, Photoshop, Editing, English, Advertising, Team Leadership, Program Development, Student Development, Interpersonal..., Research
Education
The University of Georgia 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Grant Orton's Morgan Stanley Experience October 2005 - August 2006
Job Coowner at The Garage Enhancement Company
Industry Construction
Experience
The Garage Enhancement Company May 2012 - Present
Allied Mobility August 2008 - August 2011
Ryder System, Inc. September 2006 - July 2008
Morgan Stanley October 2005 - August 2006
Skills
Fleet Management, Contract Negotiation, New Business Development, Operations Management, Account Management, Project Management, Pricing, Business Development, Transportation, Sales, Negotiation, Process Improvement, Risk Management, Strategic Planning, Cold Calling, Sales Management, Forecasting, Team Building, Budgets, Salesforce.com
Education
The University of Glasgow 2001 — 2005
Bachelor of Science (BSc), Aeronautical Engineering
Sebastian River High School 1997 — 1999
International Baccalaureate, High School Diplmona
The Garage Enhancement Company May 2012 - Present
Allied Mobility August 2008 - August 2011
Ryder System, Inc. September 2006 - July 2008
Morgan Stanley October 2005 - August 2006
Skills
Fleet Management, Contract Negotiation, New Business Development, Operations Management, Account Management, Project Management, Pricing, Business Development, Transportation, Sales, Negotiation, Process Improvement, Risk Management, Strategic Planning, Cold Calling, Sales Management, Forecasting, Team Building, Budgets, Salesforce.com
Education
The University of Glasgow 2001 — 2005
Bachelor of Science (BSc), Aeronautical Engineering
Sebastian River High School 1997 — 1999
International Baccalaureate, High School Diplmona
Johnny Simpkins Johnny Simpkins's Morgan Stanley Experience February 2013 - Present
Job Registered Associate, Financial Planning Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2013 - Present
Education
The University of Georgia
B.A, Economics, Minor: Sociology
Morgan Stanley February 2013 - Present
Education
The University of Georgia
B.A, Economics, Minor: Sociology
Steve Covington Steve Covington's Morgan Stanley Experience September 2007 - June 2015
Job Executive Vice President & Chief Compliance Officer at Nationstar Mortgage
Industry Financial Services
Experience
Nationstar Mortgage June 2015 - Present
Morgan Stanley September 2007 - June 2015
First Horizon Home Loans 2001 - 2007
Fleet Mortgage Corporation 1994 - 2001
Education
The University of Dallas 1988 — 1990
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
University of South Carolina-Columbia 1979 — 1983
Master of Science (MS), Finance, General
Nationstar Mortgage June 2015 - Present
Morgan Stanley September 2007 - June 2015
First Horizon Home Loans 2001 - 2007
Fleet Mortgage Corporation 1994 - 2001
Education
The University of Dallas 1988 — 1990
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
University of South Carolina-Columbia 1979 — 1983
Master of Science (MS), Finance, General
Dustin Quan Dustin Quan's Morgan Stanley Experience March 2010 - June 2010
Job Senior Analyst at Toyon Associates, Inc.
Industry Investment Management
Experience
Toyon Associates, Inc. August 2012 - October 2014
Minority Business Development Agency - U.S. Department of Commerce March 2012 - June 2012
Sincere Seafood June 2010 - March 2012
Chinese New Comers January 2011 - April 2011
RE/MAX Gold October 2010 - January 2011
Morgan Stanley March 2010 - June 2010
Skills
Financial Analysis, Market Research, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Data Analysis, Leadership, Research, Business Development, Finance
Education
University of California, Davis 2007 — 2012
Managerial Economics
The University of Hong Kong 2011 — 2012
Bachelor's degree, Economics and Finance
Toyon Associates, Inc. August 2012 - October 2014
Minority Business Development Agency - U.S. Department of Commerce March 2012 - June 2012
Sincere Seafood June 2010 - March 2012
Chinese New Comers January 2011 - April 2011
RE/MAX Gold October 2010 - January 2011
Morgan Stanley March 2010 - June 2010
Skills
Financial Analysis, Market Research, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Data Analysis, Leadership, Research, Business Development, Finance
Education
University of California, Davis 2007 — 2012
Managerial Economics
The University of Hong Kong 2011 — 2012
Bachelor's degree, Economics and Finance
Henry Williams Henry Williams's Morgan Stanley Experience May 2010 - August 2012
Job Visual Editor, Money and Investing at The Wall Street Journal
Industry Newspapers
Experience
The Wall Street Journal December 2014 - Present
The Wall Street Journal August 2013 - November 2014
South China Morning Post June 2013 - August 2013
The Wall Street Journal May 2013 - August 2013
WeiboSuite January 2013 - August 2013
Shanghaiist November 2012 - May 2013
Morgan Stanley May 2010 - August 2012
Barclays Capital September 2008 - April 2010
Lehman Brothers June 2002 - September 2008
Skills
Fixed Income, Autosys, Trading Systems, Sybase, Capital Markets, TIBCO, Production Support, VBA, CDS, SDLC, Perl, Investment Banking, Objective-C, Java, Cisco, Cisco IOS, Mac OS X, Windows, Windows Server 2003, RedHat, Linux, Incident Management, ITIL, Ubuntu, Professional Networking, VPN, Apache, Squid, PPTP, PPP, OpenVPN
Education
The University of Hong Kong 2012 — 2013
MJ, Data Journalism
University of Exeter 2000 — 2004
BSc, Computer Science
The Wall Street Journal December 2014 - Present
The Wall Street Journal August 2013 - November 2014
South China Morning Post June 2013 - August 2013
The Wall Street Journal May 2013 - August 2013
WeiboSuite January 2013 - August 2013
Shanghaiist November 2012 - May 2013
Morgan Stanley May 2010 - August 2012
Barclays Capital September 2008 - April 2010
Lehman Brothers June 2002 - September 2008
Skills
Fixed Income, Autosys, Trading Systems, Sybase, Capital Markets, TIBCO, Production Support, VBA, CDS, SDLC, Perl, Investment Banking, Objective-C, Java, Cisco, Cisco IOS, Mac OS X, Windows, Windows Server 2003, RedHat, Linux, Incident Management, ITIL, Ubuntu, Professional Networking, VPN, Apache, Squid, PPTP, PPP, OpenVPN
Education
The University of Hong Kong 2012 — 2013
MJ, Data Journalism
University of Exeter 2000 — 2004
BSc, Computer Science
Clay R. Caldwell's Morgan Stanley Experience August 2003 - August 2004
Job Manager, International Logistics and Customs Compliance at Graphic Packaging International
Industry Logistics and Supply Chain
Experience
Graphic Packaging International December 2014 - Present
Kuehne + Nagel February 2014 - December 2014
Graphic Packaging International October 2012 - February 2014
Hanjin Shipping April 2011 - October 2012
Hanjin Shipping September 2009 - April 2011
Hanjin Shipping February 2005 - August 2009
Hanjin Shipping July 2008 - December 2008
UPS October 2004 - January 2005
Morgan Stanley August 2003 - August 2004
Skills
Container, Transportation, International Shipping, Transportation..., Logistics Management, Rate Negotiation, Conflict Resolution, Data Analysis, Negotiation, Shipping, Freight, Logistics, Warehousing, Management, International Logistics, Supply Chain, Supply Chain Management, Ocean, Customs Regulations, LTL
Education
The University of Georgia 1998 — 2003
Bachelor of Business Administration (BBA), Management
Graphic Packaging International December 2014 - Present
Kuehne + Nagel February 2014 - December 2014
Graphic Packaging International October 2012 - February 2014
Hanjin Shipping April 2011 - October 2012
Hanjin Shipping September 2009 - April 2011
Hanjin Shipping February 2005 - August 2009
Hanjin Shipping July 2008 - December 2008
UPS October 2004 - January 2005
Morgan Stanley August 2003 - August 2004
Skills
Container, Transportation, International Shipping, Transportation..., Logistics Management, Rate Negotiation, Conflict Resolution, Data Analysis, Negotiation, Shipping, Freight, Logistics, Warehousing, Management, International Logistics, Supply Chain, Supply Chain Management, Ocean, Customs Regulations, LTL
Education
The University of Georgia 1998 — 2003
Bachelor of Business Administration (BBA), Management
Joanna (McCabe) Wrona Joanna (McCabe) Wrona's Morgan Stanley Experience July 1999 - April 2001
Job Events and Administrative Coordinator
Industry Fund-Raising
Experience
The Cancer Research Society January 2007 - February 2009
UBS Global Asset Management (UK) Ltd October 2003 - April 2006
UBS Global Asset Management May 2001 - October 2003
Morgan Stanley July 1999 - April 2001
Skills
Event Management, Events Coordination, Event Planning, Public Relations, Press Releases, French, Italian, Business Development, Fundraising, Volunteer Management, Volunteer Recruiting, Non-profit Volunteering, Non-profit..., Office Administration, Microsoft Office
Education
The University of Hull 1995 — 1999
BA, French and Italian
Hillfield Strathallan College 1989 — 1995
High School Diploma
The Cancer Research Society January 2007 - February 2009
UBS Global Asset Management (UK) Ltd October 2003 - April 2006
UBS Global Asset Management May 2001 - October 2003
Morgan Stanley July 1999 - April 2001
Skills
Event Management, Events Coordination, Event Planning, Public Relations, Press Releases, French, Italian, Business Development, Fundraising, Volunteer Management, Volunteer Recruiting, Non-profit Volunteering, Non-profit..., Office Administration, Microsoft Office
Education
The University of Hull 1995 — 1999
BA, French and Italian
Hillfield Strathallan College 1989 — 1995
High School Diploma
Ryan O'Hara Ryan O'Hara's Morgan Stanley Experience June 2009 - October 2011
Job MBA Candidate at Chicago Booth
Industry Financial Services
Experience
The Blackstone Group October 2011 - June 2014
Morgan Stanley June 2009 - October 2011
Morgan Stanley June 2008 - August 2008
Leon County Administration January 2008 - April 2008
Skills
Finance, Equities, Leadership, Latin Dance, Financial Modeling, Valuation, Financial Analysis, Bloomberg, Portfolio Management, Forecasting, Research, Investments, Strategic Planning, Strategic Financial..., Due Diligence, Financial Planning, Microsoft Excel
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Concentrations in Finance, Accounting, and Economics
Florida State University - College of Business 2005 — 2009
BS, Accouting and Finance
The Blackstone Group October 2011 - June 2014
Morgan Stanley June 2009 - October 2011
Morgan Stanley June 2008 - August 2008
Leon County Administration January 2008 - April 2008
Skills
Finance, Equities, Leadership, Latin Dance, Financial Modeling, Valuation, Financial Analysis, Bloomberg, Portfolio Management, Forecasting, Research, Investments, Strategic Planning, Strategic Financial..., Due Diligence, Financial Planning, Microsoft Excel
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Concentrations in Finance, Accounting, and Economics
Florida State University - College of Business 2005 — 2009
BS, Accouting and Finance
Richard Scileppi Richard Scileppi's Morgan Stanley Experience 1983 - 2003
Job Sales at The Laurel Group
Industry Marketing and Advertising
Experience
The Laurel Group May 2014 - Present
Morgan Stanley 1983 - 2003
Skills
Sales, Marketing, Financial Services, Sales Management, Event Management, Public Speaking, Teaching, Team Leadership, Employee Training, Life Coaching, Retail Buying, Local History, Creative Writing, Landscape Design, Outdoor Industry
Education
Bayport High School
The University of Georgia
Bachelor of Science (B.S.), Horticulture and Horticultural Business Services
The Laurel Group May 2014 - Present
Morgan Stanley 1983 - 2003
Skills
Sales, Marketing, Financial Services, Sales Management, Event Management, Public Speaking, Teaching, Team Leadership, Employee Training, Life Coaching, Retail Buying, Local History, Creative Writing, Landscape Design, Outdoor Industry
Education
Bayport High School
The University of Georgia
Bachelor of Science (B.S.), Horticulture and Horticultural Business Services
Gene Martin's Morgan Stanley Experience April 2010 - April 2013
Job Private Investor
Industry Financial Services
Experience
Morgan Stanley April 2010 - April 2013
Morgan Stanley May 2008 - April 2010
Morgan Stanley February 2004 - May 2008
Morgan Stanley October 2003 - February 2004
Credit Suisse/Donaldson, Lufkin & Jenrette August 1997 - June 2002
Bank of America December 1995 - August 1997
Shawmut Bank, N.A. April 1990 - December 1995
Andersen Consulting June 1989 - April 1990
Skills
Financial Modeling, Fixed Income, Capital Markets, Equities, Valuation, Corporate Finance, Investment Banking, Investment Advisory, Wealth Management, Asset Allocation, Alternative Investments, Bloomberg, Private Equity, Leveraged Finance, Derivatives, Hedge Funds, Bonds, Emerging Markets, Structured Finance, Series 7, Portfolio Management, Securities, Financial Structuring, Investments, Asset Management, High Yield, LBO
Education
The University of Connecticut School of Business 1987 — 1989
MBA, Finance and Financial Management Services
The University of Connecticut 1983 — 1987
Bachelor of Science (B.S.)
Morgan Stanley April 2010 - April 2013
Morgan Stanley May 2008 - April 2010
Morgan Stanley February 2004 - May 2008
Morgan Stanley October 2003 - February 2004
Credit Suisse/Donaldson, Lufkin & Jenrette August 1997 - June 2002
Bank of America December 1995 - August 1997
Shawmut Bank, N.A. April 1990 - December 1995
Andersen Consulting June 1989 - April 1990
Skills
Financial Modeling, Fixed Income, Capital Markets, Equities, Valuation, Corporate Finance, Investment Banking, Investment Advisory, Wealth Management, Asset Allocation, Alternative Investments, Bloomberg, Private Equity, Leveraged Finance, Derivatives, Hedge Funds, Bonds, Emerging Markets, Structured Finance, Series 7, Portfolio Management, Securities, Financial Structuring, Investments, Asset Management, High Yield, LBO
Education
The University of Connecticut School of Business 1987 — 1989
MBA, Finance and Financial Management Services
The University of Connecticut 1983 — 1987
Bachelor of Science (B.S.)
Nicholas Rohlfing's Morgan Stanley Experience June 2015 - Present
Job Complex Risk Officer
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Morgan Stanley -- Graystone Consulting February 2013 - June 2015
Fidelity Investments August 2012 - February 2013
Simon Pearce May 2011 - March 2012
New England Classical Academy August 2009 - June 2011
Skills
Editing, Higher Education, Teaching, Public Speaking, Research, Customer Service, Customer Experience, Customer Oriented, Team Leadership, Team Management, Team-oriented, Cross-functional Team..., Office Administration, DAX, Employee Training, Sales
Education
The University of Dallas 2008 — 2010
MA, English
The Thomas More College of Liberal Arts 2004 — 2008
B.A., Literature
Morgan Stanley June 2015 - Present
Morgan Stanley -- Graystone Consulting February 2013 - June 2015
Fidelity Investments August 2012 - February 2013
Simon Pearce May 2011 - March 2012
New England Classical Academy August 2009 - June 2011
Skills
Editing, Higher Education, Teaching, Public Speaking, Research, Customer Service, Customer Experience, Customer Oriented, Team Leadership, Team Management, Team-oriented, Cross-functional Team..., Office Administration, DAX, Employee Training, Sales
Education
The University of Dallas 2008 — 2010
MA, English
The Thomas More College of Liberal Arts 2004 — 2008
B.A., Literature
Elizabeth Stone's Morgan Stanley Experience June 2013 - Present
Job Associate at TPG Capital
Industry Higher Education
Experience
TPG Capital August 2015 - Present
Morgan Stanley June 2013 - Present
University of Texas Men's Golf July 2011 - June 2013
University Co-operative Society March 2011 - May 2013
University of Texas at Austin August 2009 - May 2013
McCombs School of Business June 2010 - August 2010
Jim McLean Golf Center--Texas April 2008 - August 2009
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Business Honors, Senior
The University of Edinburgh 2011 — 2011
Business Law
TPG Capital August 2015 - Present
Morgan Stanley June 2013 - Present
University of Texas Men's Golf July 2011 - June 2013
University Co-operative Society March 2011 - May 2013
University of Texas at Austin August 2009 - May 2013
McCombs School of Business June 2010 - August 2010
Jim McLean Golf Center--Texas April 2008 - August 2009
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Business Honors, Senior
The University of Edinburgh 2011 — 2011
Business Law
Kenneth Q. Dao Kenneth Q. Dao's Morgan Stanley Experience 2003 - 2005
Job M&A at LifeHouse Properties
Industry Real Estate
Experience
LifeHouse Properties 2005 - Present
Morgan Stanley 2003 - 2005
Education
The University of Hong Kong 2002 — 2003
Business Economics & Finance
University of California, Washington D.C. Center
UCDC Internship/Academic Program, International Business
University of California, Riverside
LifeHouse Properties 2005 - Present
Morgan Stanley 2003 - 2005
Education
The University of Hong Kong 2002 — 2003
Business Economics & Finance
University of California, Washington D.C. Center
UCDC Internship/Academic Program, International Business
University of California, Riverside
Jordan Ransom Jordan Ransom's Morgan Stanley Experience Summer AnalystMorgan StanleyJune 2010 - August 2010
Job Financial Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Summer AnalystMorgan StanleyJune 2010 - August 2010
Education
The University of Connecticut School of Business 2007 — 2011
Bachelors, Finance, Economics
Morgan Stanley Summer AnalystMorgan StanleyJune 2010 - August 2010
Education
The University of Connecticut School of Business 2007 — 2011
Bachelors, Finance, Economics
Ryan Fernandes, CFA, CA(SA) Ryan Fernandes, CFA, CA(SA)'s Morgan Stanley Experience August 2011 - Present
Job Vice President at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley August 2011 - Present
KPMG January 2006 - July 2009
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Due Diligence, Mergers & Acquisitions, Management Consulting, Private Equity, Investment Banking, Investments
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA, Finance, Analytical Finance, Entrepreneurship
University of Cape Town 2001 — 2005
B.Bus.Sci, Finance (CA)
Morgan Stanley August 2011 - Present
KPMG January 2006 - July 2009
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Due Diligence, Mergers & Acquisitions, Management Consulting, Private Equity, Investment Banking, Investments
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA, Finance, Analytical Finance, Entrepreneurship
University of Cape Town 2001 — 2005
B.Bus.Sci, Finance (CA)
Seth M. Stammler Seth M. Stammler's Morgan Stanley Experience August 2012 - Present
Job Fixed Income Sales at Morgan Stanley, Passed all 3 levels of the CFA Program
Industry Financial Services
Experience
Morgan Stanley August 2012 - Present
Sporting Chance Foundation, Inc. May 2007 - February 2015
Major League Soccer February 2004 - December 2010
Olympus Group, LLC January 2006 - February 2006
Skills
Strategy, Leadership, Fundraising, Nonprofits, Program Management, Coaching, Analysis, Training, Investments, Negotiation, Finance, Teamwork, Marketing Strategy, Financial Modeling, Social Media Marketing, Entrepreneurship, Sports, Market Research, Sales
Education
The University of Chicago - Booth School of Business 2010 — 2012
Master, Business Administration; Analytical Finance, Economics and Econometrics & Statistics
THE UNIVERSITY OF MARYLAND R.H. SMITH SCHOOL OF BUSINESSCollege 2000 — 2005
Bachelor of Science, Finance and Marketing
Morgan Stanley August 2012 - Present
Sporting Chance Foundation, Inc. May 2007 - February 2015
Major League Soccer February 2004 - December 2010
Olympus Group, LLC January 2006 - February 2006
Skills
Strategy, Leadership, Fundraising, Nonprofits, Program Management, Coaching, Analysis, Training, Investments, Negotiation, Finance, Teamwork, Marketing Strategy, Financial Modeling, Social Media Marketing, Entrepreneurship, Sports, Market Research, Sales
Education
The University of Chicago - Booth School of Business 2010 — 2012
Master, Business Administration; Analytical Finance, Economics and Econometrics & Statistics
THE UNIVERSITY OF MARYLAND R.H. SMITH SCHOOL OF BUSINESSCollege 2000 — 2005
Bachelor of Science, Finance and Marketing
Anne Simpson Anne Simpson's Morgan Stanley Experience June 2015 - Present
Job Tax Risk and Advisory at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Morgan Stanley February 2012 - June 2015
Randstad Financial & Professional October 2010 - October 2011
Skills
Equities, Derivatives, Fixed Income, Hedge Funds
Education
The University of Glasgow 2006 — 2010
Bachelor of Laws (LLB) (Hons), Law
Morgan Stanley June 2015 - Present
Morgan Stanley February 2012 - June 2015
Randstad Financial & Professional October 2010 - October 2011
Skills
Equities, Derivatives, Fixed Income, Hedge Funds
Education
The University of Glasgow 2006 — 2010
Bachelor of Laws (LLB) (Hons), Law
Jane Burn's Morgan Stanley Experience 1999 - 2000
Job Project Manager Business Development & Administration at Kenyon & Kenyon LLP
Industry Law Practice
Experience
Kenyon & Kenyon LLP April 2005 - Present
Goldman Sachs February 2001 - November 2001
Morgan Stanley 1999 - 2000
Moody's Investors Service May 1996 - June 1999
Education
Xiamen University 2004 — 2005
Masters, Study abroad
The University of Edinburgh 2002 — 2004
Master of Science (MCS), Modern Chinese Studies
USF / New College 1991 — 1996
Bachelor of Arts (B.A.), Social Sciences, magna cum laude
St. Christopher's School
Kenyon & Kenyon LLP April 2005 - Present
Goldman Sachs February 2001 - November 2001
Morgan Stanley 1999 - 2000
Moody's Investors Service May 1996 - June 1999
Education
Xiamen University 2004 — 2005
Masters, Study abroad
The University of Edinburgh 2002 — 2004
Master of Science (MCS), Modern Chinese Studies
USF / New College 1991 — 1996
Bachelor of Arts (B.A.), Social Sciences, magna cum laude
St. Christopher's School
David Hobby, CFP® David Hobby, CFP®'s Morgan Stanley Experience November 1992 - June 2012
Job Senior Vice President Wealth Advisor UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management June 2012 - Present
Morgan Stanley November 1992 - June 2012
Education
The University of Georgia 1986 — 1990
Bachelor of Arts (BA), English Language and Literature, General
UBS Wealth Management June 2012 - Present
Morgan Stanley November 1992 - June 2012
Education
The University of Georgia 1986 — 1990
Bachelor of Arts (BA), English Language and Literature, General
Jason Amsler - Banking Recruiter Jason Amsler - Banking Recruiter's Morgan Stanley Experience 2000 - 2005
Job Professional Banking Recruiter at NaviTrust
Industry Staffing and Recruiting
Experience
NaviTrust July 2009 - Present
TD Ameritrade 2006 - 2007
Morgan Stanley 2000 - 2005
The Kreller Group 1997 - 2000
Skills
Executive Search, Recruiting, Banking, Talent Management, Commercial Lending, Job Search Strategies, Search Analysis, Credit, Asset Based Lending, Risk Management, Mortgage Lending, Commercial Real Estate, Real Estate, Wealth Management, Commercial Banking, Finance, Private Banking, Portfolio Management, Business Development, Contract Recruitment, Loans, Underwriting, Strategic Financial..., Financial Services, Credit Analysis, Temporary Placement, Relationship Management, Cash Management, Technical Recruiting, Marketing, Investments, Leadership, Hiring, Commercial Mortgages, Small Business Lending, Executive Management, Financial Planning
Education
The University of Georgia 1991 — 1995
BA, Economics
NaviTrust July 2009 - Present
TD Ameritrade 2006 - 2007
Morgan Stanley 2000 - 2005
The Kreller Group 1997 - 2000
Skills
Executive Search, Recruiting, Banking, Talent Management, Commercial Lending, Job Search Strategies, Search Analysis, Credit, Asset Based Lending, Risk Management, Mortgage Lending, Commercial Real Estate, Real Estate, Wealth Management, Commercial Banking, Finance, Private Banking, Portfolio Management, Business Development, Contract Recruitment, Loans, Underwriting, Strategic Financial..., Financial Services, Credit Analysis, Temporary Placement, Relationship Management, Cash Management, Technical Recruiting, Marketing, Investments, Leadership, Hiring, Commercial Mortgages, Small Business Lending, Executive Management, Financial Planning
Education
The University of Georgia 1991 — 1995
BA, Economics
Jay Griffin Jay Griffin's Morgan Stanley Experience May 2010 - July 2011
Job Area Sales Manager @ Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2011 - Present
Morgan Stanley May 2010 - July 2011
Wachovia March 2001 - September 2009
Skills
Hedge Funds, Loans, Securities, Series 7, Private Equity, Real Estate, Managed Futures, Investments, Portfolio Management, High Net Worth..., Wealth Management, Hedging, Series 63, Asset Management, Retirement Planning, Valuation, Financial Modeling, Financial Analysis, Equities, Commercial Lending, Investment Advisory
Education
University of Georgia 1995 — 1999
BBA Finance, Finance, Economics
Wells Fargo July 2011 - Present
Morgan Stanley May 2010 - July 2011
Wachovia March 2001 - September 2009
Skills
Hedge Funds, Loans, Securities, Series 7, Private Equity, Real Estate, Managed Futures, Investments, Portfolio Management, High Net Worth..., Wealth Management, Hedging, Series 63, Asset Management, Retirement Planning, Valuation, Financial Modeling, Financial Analysis, Equities, Commercial Lending, Investment Advisory
Education
University of Georgia 1995 — 1999
BBA Finance, Finance, Economics
Steve Farr Steve Farr's Morgan Stanley Experience August 2014 - Present
Job Investment Banking Associate at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley August 2014 - Present
Morgan Stanley June 2013 - August 2013
ISS Institutional Shareholder Services March 2011 - September 2012
ISS Institutional Shareholder Services June 2008 - June 2011
Skills
Investment Banking, Corporate Governance, Financial Modeling, Mergers, Valuation, Mergers & Acquisitions, Proxy Contests, Equities, Capital Markets
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Accounting and Finance
University of Delaware 2004 — 2007
BS, Finance
Morgan Stanley August 2014 - Present
Morgan Stanley June 2013 - August 2013
ISS Institutional Shareholder Services March 2011 - September 2012
ISS Institutional Shareholder Services June 2008 - June 2011
Skills
Investment Banking, Corporate Governance, Financial Modeling, Mergers, Valuation, Mergers & Acquisitions, Proxy Contests, Equities, Capital Markets
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Accounting and Finance
University of Delaware 2004 — 2007
BS, Finance
Seth Prostic Seth Prostic's Morgan Stanley Experience 2004 - 2007
Job Vice Chairman at Children's Research Fund at Lurie Children's Hospital of Chicago
Industry Investment Banking
Experience
BMO Capital Markets Corp. December 2010 - Present
Medical Research Institute Council of Children's Memorial Hospital October 2010 - December 2011
Morgan Stanley 2004 - 2007
Skills
Private Equity, Corporate Finance, Investment Banking, Due Diligence, Valuation, Financial Modeling, Capital Markets, Corporate Development, LBO
Education
The University of Chicago - Booth School of Business 1997 — 1999
MBA
Yale University 1989 — 1993
BMO Capital Markets Corp. December 2010 - Present
Medical Research Institute Council of Children's Memorial Hospital October 2010 - December 2011
Morgan Stanley 2004 - 2007
Skills
Private Equity, Corporate Finance, Investment Banking, Due Diligence, Valuation, Financial Modeling, Capital Markets, Corporate Development, LBO
Education
The University of Chicago - Booth School of Business 1997 — 1999
MBA
Yale University 1989 — 1993
Eric Soderman Eric Soderman's Morgan Stanley Experience November 2000 - December 2001
Job Supervisor Gas Procurement & Market Analytics at Eversource Energy
Industry Utilities
Experience
Eversource Energy February 2015 - Present
Eversource Energy December 2009 - February 2015
Louis Dreyfus - Highbridge Energy March 2005 - December 2008
Northeast Utilities (Yankee Gas & Select Energy) January 2002 - February 2005
Morgan Stanley November 2000 - December 2001
Skills
Gas, Natural Gas, Energy Markets, Energy, Commodity Markets, Contract Management, Energy Management, Energy Policy, Project Management
Education
The University of Connecticut
Bachelor's degree, Resource Economics
The University of Connecticut School of Business
Master of Business Administration (M.B.A.), Finance and Management
Eversource Energy February 2015 - Present
Eversource Energy December 2009 - February 2015
Louis Dreyfus - Highbridge Energy March 2005 - December 2008
Northeast Utilities (Yankee Gas & Select Energy) January 2002 - February 2005
Morgan Stanley November 2000 - December 2001
Skills
Gas, Natural Gas, Energy Markets, Energy, Commodity Markets, Contract Management, Energy Management, Energy Policy, Project Management
Education
The University of Connecticut
Bachelor's degree, Resource Economics
The University of Connecticut School of Business
Master of Business Administration (M.B.A.), Finance and Management
Joseph Grieco Jr. Joseph Grieco Jr.'s Morgan Stanley Experience June 2014 - Present
Job Capital Markets Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Legg Mason June 2013 - December 2013
Bank of America May 2012 - August 2012
Merrill Lynch May 2011 - August 2011
Citi May 2010 - August 2010
Education
The University of Connecticut School of Business 2010 — 2014
Bachelor of Science (BS), Finance, Major GPA: 4.0/4.0
Morgan Stanley June 2014 - Present
Legg Mason June 2013 - December 2013
Bank of America May 2012 - August 2012
Merrill Lynch May 2011 - August 2011
Citi May 2010 - August 2010
Education
The University of Connecticut School of Business 2010 — 2014
Bachelor of Science (BS), Finance, Major GPA: 4.0/4.0
Rajul Patel Rajul Patel's Morgan Stanley Experience December 2007 - February 2013
Job Vice President at Proprium Capital Partners
Industry Financial Services
Experience
Proprium Capital Partners March 2013 - Present
Morgan Stanley December 2007 - February 2013
PwC August 2004 - December 2007
Skills
CPA
Education
The University of Georgia 1999 — 2003
Bachelor of Business Administration (B.B.A.), Finance & Accounting
Proprium Capital Partners March 2013 - Present
Morgan Stanley December 2007 - February 2013
PwC August 2004 - December 2007
Skills
CPA
Education
The University of Georgia 1999 — 2003
Bachelor of Business Administration (B.B.A.), Finance & Accounting
Lesley Vittetoe Tepper Lesley Vittetoe Tepper's Morgan Stanley Experience January 2015 - Present
Job Vice President at Morgan Stanley
Industry Law Practice
Experience
Morgan Stanley January 2015 - Present
Girard Gibbs LLP January 2012 - January 2015
Alcala Law Firm January 2011 - January 2012
Skills
Legal Research, Employment Law, Arbitration, Corporate Law, Westlaw, Mediation, Lexis, Appeals, Legal Assistance, Civil Litigation, Litigation, Legal Writing
Education
University of San Francisco School of Law 2007 — 2010
JD
University of Southern California 2003 — 2007
BA, International Relations
The University of Edinburgh 2006 — 2006
International Relations and Affairs
Santa Catalina School 1999 — 2003
Morgan Stanley January 2015 - Present
Girard Gibbs LLP January 2012 - January 2015
Alcala Law Firm January 2011 - January 2012
Skills
Legal Research, Employment Law, Arbitration, Corporate Law, Westlaw, Mediation, Lexis, Appeals, Legal Assistance, Civil Litigation, Litigation, Legal Writing
Education
University of San Francisco School of Law 2007 — 2010
JD
University of Southern California 2003 — 2007
BA, International Relations
The University of Edinburgh 2006 — 2006
International Relations and Affairs
Santa Catalina School 1999 — 2003
Douglas Carson Douglas Carson's Morgan Stanley Experience December 2009 - June 2010
Job Vice President Middle Office at MaplesFS
Industry Capital Markets
Experience
MaplesFS December 2013 - Present
MaplesFS February 2012 - December 2013
MaplesFS December 2010 - February 2012
Morgan Stanley December 2009 - June 2010
Morgan Stanley October 2008 - June 2010
Morgan Stanley March 2007 - October 2008
Education
CSI 2010 — 2010
Canadian Securities Course
The University of Glasgow
BSc, Mathematics
MaplesFS December 2013 - Present
MaplesFS February 2012 - December 2013
MaplesFS December 2010 - February 2012
Morgan Stanley December 2009 - June 2010
Morgan Stanley October 2008 - June 2010
Morgan Stanley March 2007 - October 2008
Education
CSI 2010 — 2010
Canadian Securities Course
The University of Glasgow
BSc, Mathematics
Chris Busby, CRPC®'s Morgan Stanley Experience June 2000 - August 2000
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade June 2013 - Present
BB&T Investments November 2012 - May 2013
Wells Fargo Advisors, LLC August 2008 - October 2012
Morgan Stanley June 2000 - August 2000
Education
The University of Georgia 1997 — 2001
Economics
TD Ameritrade June 2013 - Present
BB&T Investments November 2012 - May 2013
Wells Fargo Advisors, LLC August 2008 - October 2012
Morgan Stanley June 2000 - August 2000
Education
The University of Georgia 1997 — 2001
Economics
Scott Rothstein Scott Rothstein's Morgan Stanley Experience August 2004 - August 2007
Job Executive Vice President & Deputy General Counsel at Mutual of America
Industry Financial Services
Experience
Mutual of America January 2009 - Present
NYS Commission to Modernize Regulation of Financial Services September 2007 - December 2008
Morgan Stanley August 2004 - August 2007
American Skandia August 2001 - July 2004
Aetna July 1999 - July 2001
Day, Berry & Howard LLP 1998 - 1999
Skills
Securities Regulation, Strategic Planning, Securities, Hedge Funds, FINRA, Mergers & Acquisitions, Corporate Governance, Corporate Law, Alternative Investments, Risk Management
Education
The University of Connecticut School of Law 1991 — 1994
JD, Law
University of Pennsylvania 1983 — 1987
BA, History
University of Pennsylvania - The Wharton School 1983 — 1987
B.S. Econ, Management
Irvington High School 1979 — 1983
Mutual of America January 2009 - Present
NYS Commission to Modernize Regulation of Financial Services September 2007 - December 2008
Morgan Stanley August 2004 - August 2007
American Skandia August 2001 - July 2004
Aetna July 1999 - July 2001
Day, Berry & Howard LLP 1998 - 1999
Skills
Securities Regulation, Strategic Planning, Securities, Hedge Funds, FINRA, Mergers & Acquisitions, Corporate Governance, Corporate Law, Alternative Investments, Risk Management
Education
The University of Connecticut School of Law 1991 — 1994
JD, Law
University of Pennsylvania 1983 — 1987
BA, History
University of Pennsylvania - The Wharton School 1983 — 1987
B.S. Econ, Management
Irvington High School 1979 — 1983
N. Thomas Eck N. Thomas Eck's Morgan Stanley Experience March 2008 - October 2009
Job Senior Vice President at Citi
Industry Financial Services
Experience
Citibank, N.A. October 2012 - June 2014
Equify Financial, LLC January 2012 - October 2012
Citibank November 2009 - August 2011
Morgan Stanley March 2008 - October 2009
Citi 2002 - 2008
Citigroup 2002 - 2008
Xerox 1997 - 2002
Skills
Commercial Banking, Portfolio Management, Collections, Banking, Risk Management
Education
The University of Dallas 2012 — 2015
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law
The University of Texas at Austin 1996 — 1999
BA, English, Economics
Thomas Jefferson High School
Citibank, N.A. October 2012 - June 2014
Equify Financial, LLC January 2012 - October 2012
Citibank November 2009 - August 2011
Morgan Stanley March 2008 - October 2009
Citi 2002 - 2008
Citigroup 2002 - 2008
Xerox 1997 - 2002
Skills
Commercial Banking, Portfolio Management, Collections, Banking, Risk Management
Education
The University of Dallas 2012 — 2015
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law
The University of Texas at Austin 1996 — 1999
BA, English, Economics
Thomas Jefferson High School
Charing Wong's Morgan Stanley Experience January 2008 - April 2008
Job Program Manager at Microsoft
Industry Computer Software
Experience
Microsoft August 2009 - Present
Microsoft September 2008 - December 2008
Morgan Stanley January 2008 - April 2008
Macquarie Group June 2007 - September 2007
Oculus Info Inc. September 2006 - December 2006
BMO January 2006 - April 2006
BMO May 2005 - August 2005
Skills
User Experience, User Interface Design, Program Management, Product Management, Software Engineering, Software Development, Photoshop, JavaScript, HTML, CSS, Java, C#, Computer Science, Visual Studio, SQL, Object Oriented Design, jQuery, Python, Django, C++
Education
University of Waterloo 2004 — 2009
BSE, Software Engineering
The University of Hong Kong 2007 — 2007
Microsoft August 2009 - Present
Microsoft September 2008 - December 2008
Morgan Stanley January 2008 - April 2008
Macquarie Group June 2007 - September 2007
Oculus Info Inc. September 2006 - December 2006
BMO January 2006 - April 2006
BMO May 2005 - August 2005
Skills
User Experience, User Interface Design, Program Management, Product Management, Software Engineering, Software Development, Photoshop, JavaScript, HTML, CSS, Java, C#, Computer Science, Visual Studio, SQL, Object Oriented Design, jQuery, Python, Django, C++
Education
University of Waterloo 2004 — 2009
BSE, Software Engineering
The University of Hong Kong 2007 — 2007
Diana Tian Diana Tian's Morgan Stanley Experience March 2012 - March 2012
Job Investment Banking Analyst at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank July 2015 - Present
Body Oasis January 2012 - Present
The White House September 2014 - December 2014
U.S. Attorney's Office September 2014 - December 2014
Deutsche Bank June 2014 - August 2014
Accenture October 2013 - November 2013
Credit Suisse April 2013 - September 2013
Brewer, Attorneys & Counselors June 2013 - August 2013
Morgan Stanley March 2012 - March 2012
Key Club International September 2006 - June 2010
Skills
Microsoft Office, Bloomberg Terminal, Mathematica, Capital IQ, Westlaw, Lexis, Stata, Strategy, Analysis, Microsoft Excel, Financial Modeling, Valuation, PowerPoint, Public Speaking, Investment Banking, Bloomberg, Leadership, Corporate Finance, Social Media
Education
New York University - Leonard N. Stern School of Business 2011 — 2015
Bachelor of Science, Double Major in Finance and Politics, Minor in Math
Investment Banking Institute 2013 — 2013
IB Training, Investment Banking
New York University London 2012 — 2012
Study Abroad, Business Administration and Management, General
The University of Hong Kong 2012 — 2012
International Business Exchange, Economics and Finance, 4.0/4.3
Deutsche Bank July 2015 - Present
Body Oasis January 2012 - Present
The White House September 2014 - December 2014
U.S. Attorney's Office September 2014 - December 2014
Deutsche Bank June 2014 - August 2014
Accenture October 2013 - November 2013
Credit Suisse April 2013 - September 2013
Brewer, Attorneys & Counselors June 2013 - August 2013
Morgan Stanley March 2012 - March 2012
Key Club International September 2006 - June 2010
Skills
Microsoft Office, Bloomberg Terminal, Mathematica, Capital IQ, Westlaw, Lexis, Stata, Strategy, Analysis, Microsoft Excel, Financial Modeling, Valuation, PowerPoint, Public Speaking, Investment Banking, Bloomberg, Leadership, Corporate Finance, Social Media
Education
New York University - Leonard N. Stern School of Business 2011 — 2015
Bachelor of Science, Double Major in Finance and Politics, Minor in Math
Investment Banking Institute 2013 — 2013
IB Training, Investment Banking
New York University London 2012 — 2012
Study Abroad, Business Administration and Management, General
The University of Hong Kong 2012 — 2012
International Business Exchange, Economics and Finance, 4.0/4.3
Breanna Spurley Breanna Spurley's Morgan Stanley Experience June 2015 - Present
Job Financial Analyst Wealth Management Capital Markets at Morgan Stanley
Industry Accounting
Experience
Morgan Stanley June 2015 - Present
University of Georgia August 2012 - May 2015
Morgan Stanley June 2014 - August 2014
AIESEC February 2013 - August 2014
Skills
Event Planning, B2B, Social Media, Microsoft Office, International Sales, Event Management, Social Media Marketing, Public Relations, Marketing Communications, Marketing, Social Networking, PowerPoint
Education
The University of Georgia 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting/ International Business
Chamblee Charter High School 2007 — 2011
Morgan Stanley June 2015 - Present
University of Georgia August 2012 - May 2015
Morgan Stanley June 2014 - August 2014
AIESEC February 2013 - August 2014
Skills
Event Planning, B2B, Social Media, Microsoft Office, International Sales, Event Management, Social Media Marketing, Public Relations, Marketing Communications, Marketing, Social Networking, PowerPoint
Education
The University of Georgia 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting/ International Business
Chamblee Charter High School 2007 — 2011
Vicky Li Vicky Li's Morgan Stanley Experience July 2014 - August 2014
Job Recent Graduate Looking for an Analyst Position
Industry Banking
Experience
Invotech Hong Kong Limited January 2015 - June 2015
Morgan Stanley July 2014 - August 2014
Farmers Insurance November 2013 - May 2014
Symphony Financial Planning, LLC March 2014 - April 2014
IRS Volunteer Income Tax Assistant Organization (VITA) November 2013 - April 2014
Kumon August 2010 - June 2013
Skills
Research, PowerPoint, Tax Returns, Policy, Tax, Tax Law, Management, Tutoring, Business Process, Databases, Time Management
Education
University of California, Davis 2012 — 2015
Bachelor of Science (B.S.), Business/Managerial Economics, 3.92
Irvington High School 2008 — 2012
The University of Hong Kong
Invotech Hong Kong Limited January 2015 - June 2015
Morgan Stanley July 2014 - August 2014
Farmers Insurance November 2013 - May 2014
Symphony Financial Planning, LLC March 2014 - April 2014
IRS Volunteer Income Tax Assistant Organization (VITA) November 2013 - April 2014
Kumon August 2010 - June 2013
Skills
Research, PowerPoint, Tax Returns, Policy, Tax, Tax Law, Management, Tutoring, Business Process, Databases, Time Management
Education
University of California, Davis 2012 — 2015
Bachelor of Science (B.S.), Business/Managerial Economics, 3.92
Irvington High School 2008 — 2012
The University of Hong Kong
Jeff Dakin Jeff Dakin's Morgan Stanley Experience November 1996 - September 2013
Job Financial Advisor at Raymond James & Associates
Industry Financial Services
Experience
Raymond James & Associates September 2013 - Present
Morgan Stanley November 1996 - September 2013
Synovus Securities, Inc. September 1991 - November 1996
Skills
Wealth Management, Series 4, Series 7, Series 63, Series 65
Education
The University of Georgia 1987 — 1992
Bachelor of Business Administration (B.B.A.), Finance
Raymond James & Associates September 2013 - Present
Morgan Stanley November 1996 - September 2013
Synovus Securities, Inc. September 1991 - November 1996
Skills
Wealth Management, Series 4, Series 7, Series 63, Series 65
Education
The University of Georgia 1987 — 1992
Bachelor of Business Administration (B.B.A.), Finance
Tracy (Hui) Cui Tracy (Hui) Cui's Morgan Stanley Experience July 2014 - August 2014
Job Vice President at Real Estate Investment Club, U of T
Industry Health, Wellness and Fitness
Experience
AdrenalEase Inc. May 2015 - Present
Real Estate Investment Club, U of T September 2014 - Present
Rotman Commerce Pride Alliance September 2014 - April 2015
Morgan Stanley July 2014 - August 2014
Global China Connection December 2013 - April 2014
Bank of China May 2013 - September 2013
Skills
Finance, Economics, Sales, Marketing, Business Development, Event Planning, Microsoft Office, Photoshop, Teamwork, PowerPoint, Time Management, Financial Analysis, Customer Service, Management
Education
University of Toronto 2012 — 2016
Bachelor of Commerce (B.Com.), Finance and Economics (Rotman School of Management), 3.5/4.0
The University of Hong Kong
International Management, Capitalism in Hong Kong, 3.7/4.0
AdrenalEase Inc. May 2015 - Present
Real Estate Investment Club, U of T September 2014 - Present
Rotman Commerce Pride Alliance September 2014 - April 2015
Morgan Stanley July 2014 - August 2014
Global China Connection December 2013 - April 2014
Bank of China May 2013 - September 2013
Skills
Finance, Economics, Sales, Marketing, Business Development, Event Planning, Microsoft Office, Photoshop, Teamwork, PowerPoint, Time Management, Financial Analysis, Customer Service, Management
Education
University of Toronto 2012 — 2016
Bachelor of Commerce (B.Com.), Finance and Economics (Rotman School of Management), 3.5/4.0
The University of Hong Kong
International Management, Capitalism in Hong Kong, 3.7/4.0
Sebastian Lozano's Morgan Stanley Experience June 2015 - August 2015
Job Fall Analyst at Fir Tree Partners
Industry Computer Software
Experience
Fir Tree Partners September 2015 - Present
Morning Brew June 2015 - Present
Morgan Stanley June 2015 - August 2015
University of Pennsylvania January 2015 - June 2015
The Best Network June 2014 - March 2015
Meno November 2014 - January 2015
Triton Web Properties, INC June 2014 - August 2014
Glass-U April 2014 - July 2014
University of Miami Neuro Lab June 2012 - May 2013
Skills
Java, Teamwork, HTML, Social Media, Photoshop, Research, CSS, JavaScript, Matlab, jQuery, Objective-C, iOS development, Public Speaking, PHP
Education
University of Pennsylvania 2013 — 2017
Bachelor’s Degree, Computer Science
The University of Edinburgh 2015 — 2015
Bachelor’s Degree, Computer Science
Ransom Everglades Upper School 2009 — 2013
Fir Tree Partners September 2015 - Present
Morning Brew June 2015 - Present
Morgan Stanley June 2015 - August 2015
University of Pennsylvania January 2015 - June 2015
The Best Network June 2014 - March 2015
Meno November 2014 - January 2015
Triton Web Properties, INC June 2014 - August 2014
Glass-U April 2014 - July 2014
University of Miami Neuro Lab June 2012 - May 2013
Skills
Java, Teamwork, HTML, Social Media, Photoshop, Research, CSS, JavaScript, Matlab, jQuery, Objective-C, iOS development, Public Speaking, PHP
Education
University of Pennsylvania 2013 — 2017
Bachelor’s Degree, Computer Science
The University of Edinburgh 2015 — 2015
Bachelor’s Degree, Computer Science
Ransom Everglades Upper School 2009 — 2013
Jordan Ransom Jordan Ransom's Morgan Stanley Experience
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Management, Investments, Financial Modeling, Project Management, Leadership, Finance
Education
The University of Connecticut School of Business 2008 — 2011
Bachelor of Science (B.S.), Finance, General
The University of Connecticut School of Business
Morgan Stanley
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Management, Investments, Financial Modeling, Project Management, Leadership, Finance
Education
The University of Connecticut School of Business 2008 — 2011
Bachelor of Science (B.S.), Finance, General
The University of Connecticut School of Business
Jeff Whitlock's Morgan Stanley Experience September 2010 - May 2011
Job Enterprise Business Representative at Dell Boomi
Industry Information Technology and Services
Experience
Dell Boomi August 2015 - Present
Dell July 2014 - July 2015
Pratt Industries January 2013 - July 2014
1st Franklin Financial June 2011 - December 2012
Morgan Stanley September 2010 - May 2011
Skills
Sales, Leadership, Customer Service, Budgets, Microsoft Excel, Strategic Planning, Account Management, Team Building, Wealth Management, Banking, Sales Management
Education
The University of Georgia 2006 — 2011
B.S.F.C.S., Family Financial Planning
Dell Boomi August 2015 - Present
Dell July 2014 - July 2015
Pratt Industries January 2013 - July 2014
1st Franklin Financial June 2011 - December 2012
Morgan Stanley September 2010 - May 2011
Skills
Sales, Leadership, Customer Service, Budgets, Microsoft Excel, Strategic Planning, Account Management, Team Building, Wealth Management, Banking, Sales Management
Education
The University of Georgia 2006 — 2011
B.S.F.C.S., Family Financial Planning
Kyle Finn's Morgan Stanley Experience February 2015 - Present
Job Gasoline Blender at Morgan Stanley
Industry Oil & Energy
Experience
Morgan Stanley February 2015 - Present
Morgan Stanley June 2013 - January 2015
Morgan Stanley August 2010 - May 2013
IDX Capital LLC June 2009 - September 2009
Skills
Commodity, Derivatives, Options, Hedge Funds, Energy, Swaps, Trading Systems, Financial Analysis, Petroleum, Microsoft Excel, Commodities, Operations, Futures, Forwards, Crude Oil, Oil, Natural Gas, Soft Commodities, Regulatory Analysis, Procurement, Pipelines, Rail Operations, Exotic Derivatives, Oil Analysis, Petroleum Refining, Petroleum Economics, Logistics, Supply Chain Management, Oil Trading, Marine Operations, Oil Industry, Midstream, Gasoline, Jet Fuel, Diesel, Heating Oil
Education
The University of Connecticut School of Business 2007 — 2010
Bachelor of Science in Business Administration, Finance
Morgan Stanley February 2015 - Present
Morgan Stanley June 2013 - January 2015
Morgan Stanley August 2010 - May 2013
IDX Capital LLC June 2009 - September 2009
Skills
Commodity, Derivatives, Options, Hedge Funds, Energy, Swaps, Trading Systems, Financial Analysis, Petroleum, Microsoft Excel, Commodities, Operations, Futures, Forwards, Crude Oil, Oil, Natural Gas, Soft Commodities, Regulatory Analysis, Procurement, Pipelines, Rail Operations, Exotic Derivatives, Oil Analysis, Petroleum Refining, Petroleum Economics, Logistics, Supply Chain Management, Oil Trading, Marine Operations, Oil Industry, Midstream, Gasoline, Jet Fuel, Diesel, Heating Oil
Education
The University of Connecticut School of Business 2007 — 2010
Bachelor of Science in Business Administration, Finance
Meredith Watts's Morgan Stanley Experience June 2012 - August 2012
Job Account Services
Industry Marketing and Advertising
Experience
Mythic June 2015 - Present
GMR Marketing January 2015 - March 2015
FCB Health June 2014 - August 2014
O'Connor Brewing Co. May 2014 - June 2014
Nimbleslick Entertainment August 2013 - May 2014
Wheeler Interests Commercial Real Estate June 2013 - August 2013
Morgan Stanley June 2012 - August 2012
Skills
Blogging, Social Media Marketing, Social Media, PowerPoint, Microsoft Office, Social Networking, Event Planning, Google Analytics, Teamwork, Leadership, Public Relations, Marketing Communications, Time Management
Education
The University of Georgia 2011 — 2015
Bachelor of Business Administration in Marketing, Emphasis in Digital Media
The American University of Rome 2013 — 2013
Bachelor of Business Administration (B.B.A.) in Marketing, Music Business Certificate Program
Mythic June 2015 - Present
GMR Marketing January 2015 - March 2015
FCB Health June 2014 - August 2014
O'Connor Brewing Co. May 2014 - June 2014
Nimbleslick Entertainment August 2013 - May 2014
Wheeler Interests Commercial Real Estate June 2013 - August 2013
Morgan Stanley June 2012 - August 2012
Skills
Blogging, Social Media Marketing, Social Media, PowerPoint, Microsoft Office, Social Networking, Event Planning, Google Analytics, Teamwork, Leadership, Public Relations, Marketing Communications, Time Management
Education
The University of Georgia 2011 — 2015
Bachelor of Business Administration in Marketing, Emphasis in Digital Media
The American University of Rome 2013 — 2013
Bachelor of Business Administration (B.B.A.) in Marketing, Music Business Certificate Program
Blake Kahn Blake Kahn's Morgan Stanley Experience July 2012 - January 2015
Job Wealth Management at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual February 2015 - Present
Morgan Stanley July 2012 - January 2015
E*TRADE Financial February 2011 - June 2012
Wells Fargo Advisors May 2010 - January 2011
Athens Country Club August 2008 - December 2009
Marriott Hotels February 2002 - September 2004
Education
The University of Georgia 2008 — 2010
B.S.F.C.S - Family Financial Planning, Family and Consumer Economics and Related Studies, Alumni
Northwestern Mutual February 2015 - Present
Morgan Stanley July 2012 - January 2015
E*TRADE Financial February 2011 - June 2012
Wells Fargo Advisors May 2010 - January 2011
Athens Country Club August 2008 - December 2009
Marriott Hotels February 2002 - September 2004
Education
The University of Georgia 2008 — 2010
B.S.F.C.S - Family Financial Planning, Family and Consumer Economics and Related Studies, Alumni
Karl Peterson Gunner's Morgan Stanley Experience February 2004 - Present
Job Executive Director, Morgan Stanley. Global Head of Publishing & Marketing Operations (Research Division).
Industry Financial Services
Experience
Morgan Stanley February 2004 - Present
Morgan Stanley August 2009 - January 2013
Morgan Stanley January 2007 - July 2009
Morgan Stanley February 2004 - January 2007
Bank of Scotland January 2002 - January 2004
Skills
Analysis, Organizational..., Project Management, Human Resources, Equity Research, Training, Analytics, Personnel Management, Management, Publishing, Equities, Marketing, Budgets, Finance, Financial Services, Strategy, Investment Banking
Education
Edinburgh University 1997 — 2001
Master of Arts (M.A.), Politics & History, Joint Honors
Morgan Stanley February 2004 - Present
Morgan Stanley August 2009 - January 2013
Morgan Stanley January 2007 - July 2009
Morgan Stanley February 2004 - January 2007
Bank of Scotland January 2002 - January 2004
Skills
Analysis, Organizational..., Project Management, Human Resources, Equity Research, Training, Analytics, Personnel Management, Management, Publishing, Equities, Marketing, Budgets, Finance, Financial Services, Strategy, Investment Banking
Education
Edinburgh University 1997 — 2001
Master of Arts (M.A.), Politics & History, Joint Honors
John W Smith's Morgan Stanley Experience 1999 - 2001
Job SeniorTerritory Manager at Medtronic Spinal & Biologics
Industry Medical Devices
Experience
Medtronic Spinal & Biologics 2006 - Present
AmSouth Bank 2001 - 2005
Morgan Stanley 1999 - 2001
Livingston Resource Management 1996 - 1999
Skills
Contract Negotiation, Negotiation, Strategic Planning, Sales Management, Inventory Management, New Business Development, Sales, Budget, Procurement, Supply Chain, Forecasting, Product Development, Team Building, Project Management, Marketing Strategy, Selling, Medical Devices, Product Launch, Management, Operating Room, Capital Equipment
Education
The University of Georgia 1990 — 1995
BSFR, Forestry Resources
The University of Georgia
Bachelor of Science (BS)
Medtronic Spinal & Biologics 2006 - Present
AmSouth Bank 2001 - 2005
Morgan Stanley 1999 - 2001
Livingston Resource Management 1996 - 1999
Skills
Contract Negotiation, Negotiation, Strategic Planning, Sales Management, Inventory Management, New Business Development, Sales, Budget, Procurement, Supply Chain, Forecasting, Product Development, Team Building, Project Management, Marketing Strategy, Selling, Medical Devices, Product Launch, Management, Operating Room, Capital Equipment
Education
The University of Georgia 1990 — 1995
BSFR, Forestry Resources
The University of Georgia
Bachelor of Science (BS)
Peter Zajaczkowski Peter Zajaczkowski's Morgan Stanley Experience September 2014 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2014 - Present
Guy Carpenter October 2012 - September 2014
The Hartford April 2012 - October 2012
UBS April 2011 - April 2012
GE September 2010 - April 2011
Deloitte December 2005 - September 2010
Morgan Stanley 2004 - 2005
General Electric March 2003 - November 2004
Citigroup 2002 - 2003
GE Commercial Finance 1999 - 2002
Skills
Master Black Belt, Six Sigma, Business Process..., Process Improvement, Program Management, Change Management, Continuous Improvement, PMP, Mentoring, Leadership Development, Lean Sigma, Cross-functional Team..., Project Management, PMO, Business Process..., Leadership, Operational Excellence, Business Process, Management Consulting, Analysis, Business Transformation, Quality Management, Strategy
Education
The University of Connecticut School of Business 1999 — 2001
MBA, Finance and Economics
The University of Connecticut 1995 — 1998
BA, Business Administration
Darien High School 1993 — 1995
Diploma, General Studies
I LO - Warsaw, Poland 1991 — 1992
Diploma, General Studies
School # 176 in Warsaw, Poland 1983 — 1991
Diploma, General Studies
Morgan Stanley September 2014 - Present
Guy Carpenter October 2012 - September 2014
The Hartford April 2012 - October 2012
UBS April 2011 - April 2012
GE September 2010 - April 2011
Deloitte December 2005 - September 2010
Morgan Stanley 2004 - 2005
General Electric March 2003 - November 2004
Citigroup 2002 - 2003
GE Commercial Finance 1999 - 2002
Skills
Master Black Belt, Six Sigma, Business Process..., Process Improvement, Program Management, Change Management, Continuous Improvement, PMP, Mentoring, Leadership Development, Lean Sigma, Cross-functional Team..., Project Management, PMO, Business Process..., Leadership, Operational Excellence, Business Process, Management Consulting, Analysis, Business Transformation, Quality Management, Strategy
Education
The University of Connecticut School of Business 1999 — 2001
MBA, Finance and Economics
The University of Connecticut 1995 — 1998
BA, Business Administration
Darien High School 1993 — 1995
Diploma, General Studies
I LO - Warsaw, Poland 1991 — 1992
Diploma, General Studies
School # 176 in Warsaw, Poland 1983 — 1991
Diploma, General Studies
Julian James Julian James's Morgan Stanley Experience June 2008 - August 2008
Job Vice President, Credit Research at BlackRock
Industry Investment Management
Experience
BlackRock January 2015 - Present
BlackRock November 2012 - December 2014
BlackRock September 2011 - December 2012
SunTrust Robinson Humphrey June 2010 - August 2011
Moody's Investors Service May 2009 - August 2009
Morgan Stanley June 2008 - August 2008
American International Group June 2007 - August 2007
Skills
Financial Modeling, Investment Banking, Portfolio Management, Investments, Valuation, Credit Risk, Credit Analysis, Mergers & Acquisitions, Project Finance, Loans, Research, Power Generation, Chemical Industry, Bonds, Structured Finance, Finance, High Yield Bonds, Leveraged Finance, Fixed Income, Corporate Finance, Financial Analysis
Education
The University of Georgia 2006 — 2010
Bachelor of Arts, Political Science
Paulding County High School
BlackRock January 2015 - Present
BlackRock November 2012 - December 2014
BlackRock September 2011 - December 2012
SunTrust Robinson Humphrey June 2010 - August 2011
Moody's Investors Service May 2009 - August 2009
Morgan Stanley June 2008 - August 2008
American International Group June 2007 - August 2007
Skills
Financial Modeling, Investment Banking, Portfolio Management, Investments, Valuation, Credit Risk, Credit Analysis, Mergers & Acquisitions, Project Finance, Loans, Research, Power Generation, Chemical Industry, Bonds, Structured Finance, Finance, High Yield Bonds, Leveraged Finance, Fixed Income, Corporate Finance, Financial Analysis
Education
The University of Georgia 2006 — 2010
Bachelor of Arts, Political Science
Paulding County High School
Anna Sims King Anna Sims King's Morgan Stanley Experience July 2006 - December 2007
Job Artist | Designer | Consultant
Industry Design
Experience
SIMS MEDIA LLC September 2014 - Present
SIMS MEDIA LLC December 2012 - Present
Harry Barker July 2009 - February 2013
avVenta Worldwide December 2007 - June 2009
Morgan Stanley July 2006 - December 2007
Skills
Social Media, Graphic Design, Photography, Public Relations, Marketing, Marketing Communications, Project Management, Adobe Creative Suite, Illustrator, InDesign, Marketing Strategy, Creative Direction, Advertising, Branding & Identity, Textile Design, Email Marketing, Digital Media, Sales Presentations, Digital Marketing, Painting, Drawing, Photoshop, Press Releases, Strategic Sales, Art Direction, E-commerce, Web Design, Product Design, Packaging
Education
The University of Georgia 2002 — 2006
BFA, Fabric Design
Kawashima Textile School 2005 — 2005
Kyoto, Japan, Fiber, Textile and Weaving Arts
Universidad de Salamanca 2001 — 2001
Salamanca, Spain, Spanish Language
SIMS MEDIA LLC September 2014 - Present
SIMS MEDIA LLC December 2012 - Present
Harry Barker July 2009 - February 2013
avVenta Worldwide December 2007 - June 2009
Morgan Stanley July 2006 - December 2007
Skills
Social Media, Graphic Design, Photography, Public Relations, Marketing, Marketing Communications, Project Management, Adobe Creative Suite, Illustrator, InDesign, Marketing Strategy, Creative Direction, Advertising, Branding & Identity, Textile Design, Email Marketing, Digital Media, Sales Presentations, Digital Marketing, Painting, Drawing, Photoshop, Press Releases, Strategic Sales, Art Direction, E-commerce, Web Design, Product Design, Packaging
Education
The University of Georgia 2002 — 2006
BFA, Fabric Design
Kawashima Textile School 2005 — 2005
Kyoto, Japan, Fiber, Textile and Weaving Arts
Universidad de Salamanca 2001 — 2001
Salamanca, Spain, Spanish Language
Russell Meers Russell Meers's Morgan Stanley Experience May 1994 - May 1999
Job Vice President at Alamo Capital Financial Services
Industry Financial Services
Experience
Alamo Capital Financial Services March 2005 - Present
Wells Fargo Advisors January 1999 - 2003
Morgan Stanley May 1994 - May 1999
Skills
Series 7, Fixed Income, Mutual Funds, Bonds, Insurance, Investments
Education
The University of Georgia 1970 — 1973
Bachlor of Arts, Math and Language Arts
Virginia Military Institute
Alamo Capital Financial Services March 2005 - Present
Wells Fargo Advisors January 1999 - 2003
Morgan Stanley May 1994 - May 1999
Skills
Series 7, Fixed Income, Mutual Funds, Bonds, Insurance, Investments
Education
The University of Georgia 1970 — 1973
Bachlor of Arts, Math and Language Arts
Virginia Military Institute
Camilla Churcher Camilla Churcher's Morgan Stanley Experience 2001 - 2002
Job Director, Prime Brokerage Sales at Bank of America
Industry Banking
Experience
Bank of America August 2015 - Present
Credit Suisse July 2012 - June 2015
Credit Suisse September 2005 - June 2015
Citigroup 2002 - 2005
Morgan Stanley 2001 - 2002
Skills
Prime Brokerage, Hedge Funds, Fixed Income, Equities, Financial Services, Alternative Investments, Derivatives, Series 7, Swaps, Interest Rate..., Electronic Trading, Trading Systems, Capital Markets, Investment Banking, FX Options, Asset Management, Bloomberg, Trading, Financial Markets, Investments, Portfolio Management, Equity Derivatives, Private Equity, Securities, Equity Trading, Delta One
Education
The University of Edinburgh 1996 — 2000
MA, French and European History
Bank of America August 2015 - Present
Credit Suisse July 2012 - June 2015
Credit Suisse September 2005 - June 2015
Citigroup 2002 - 2005
Morgan Stanley 2001 - 2002
Skills
Prime Brokerage, Hedge Funds, Fixed Income, Equities, Financial Services, Alternative Investments, Derivatives, Series 7, Swaps, Interest Rate..., Electronic Trading, Trading Systems, Capital Markets, Investment Banking, FX Options, Asset Management, Bloomberg, Trading, Financial Markets, Investments, Portfolio Management, Equity Derivatives, Private Equity, Securities, Equity Trading, Delta One
Education
The University of Edinburgh 1996 — 2000
MA, French and European History
Charles Boylan's Morgan Stanley Experience August 2014 - Present
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2014 - Present
Aspen Skiing Company November 2013 - January 2014
Morgan Stanley May 2012 - August 2012
Education
The University of Georgia
Bachelor of Business Administration (B.B.A.), Finance, General
University of Denver
Bachelor of Business Administration (B.B.A.), Finance, General
University of Oxford
Summer Abroad Program, Finance, General
Morgan Stanley August 2014 - Present
Aspen Skiing Company November 2013 - January 2014
Morgan Stanley May 2012 - August 2012
Education
The University of Georgia
Bachelor of Business Administration (B.B.A.), Finance, General
University of Denver
Bachelor of Business Administration (B.B.A.), Finance, General
University of Oxford
Summer Abroad Program, Finance, General
Baltazar Suarez's Morgan Stanley Experience May 2012 - May 2013
Job Shaolin Monk
Industry Financial Services
Experience
Morgan Stanley May 2012 - May 2013
WR Group Holdings, LP September 2011 - June 2012
WR Capital Management May 2011 - September 2011
Connecticut Information Technology Institute August 2010 - June 2011
JB Contractors February 2009 - August 2010
JPMorgan Chase June 2008 - July 2009
Skills
Marketing, Project Management, Business Development, Consulting, Web Development, Finance, Financial Analysis, Hedge Funds, Risk Management, Equities, Investments, Banking, Microsoft Excel, Data Analysis, Access, Bloomberg Terminal, Risk Metrics, PerTrac, SQL, Financial Modeling, Analytics, Research, Windows, Mac OS, Troubleshooting, Customer Service, Customer Support, Spanish-speaking, MySQL, Operational Excellence, Excel Pivot, Asset Management, Capital Markets, Derivatives, Portfolio Management, Business Analysis, Trading, Bloomberg, Microsoft Office, PowerPoint, Social Media, Microsoft Word, Management, CRM
Education
The University of Connecticut School of Business 2008 — 2011
Bachelor of Arts, Economics, Minor in Business Administration, 3.45
Wilton High School
Morgan Stanley May 2012 - May 2013
WR Group Holdings, LP September 2011 - June 2012
WR Capital Management May 2011 - September 2011
Connecticut Information Technology Institute August 2010 - June 2011
JB Contractors February 2009 - August 2010
JPMorgan Chase June 2008 - July 2009
Skills
Marketing, Project Management, Business Development, Consulting, Web Development, Finance, Financial Analysis, Hedge Funds, Risk Management, Equities, Investments, Banking, Microsoft Excel, Data Analysis, Access, Bloomberg Terminal, Risk Metrics, PerTrac, SQL, Financial Modeling, Analytics, Research, Windows, Mac OS, Troubleshooting, Customer Service, Customer Support, Spanish-speaking, MySQL, Operational Excellence, Excel Pivot, Asset Management, Capital Markets, Derivatives, Portfolio Management, Business Analysis, Trading, Bloomberg, Microsoft Office, PowerPoint, Social Media, Microsoft Word, Management, CRM
Education
The University of Connecticut School of Business 2008 — 2011
Bachelor of Arts, Economics, Minor in Business Administration, 3.45
Wilton High School
Gray Jackson Gray Jackson's Morgan Stanley Experience 2000 - Present
Job Senior Vice President at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley 2000 - Present
Education
The University of Georgia
Episcopal High School in Virginia
Morgan Stanley 2000 - Present
Education
The University of Georgia
Episcopal High School in Virginia
Brooks King's Morgan Stanley Experience May 2002 - August 2002
Job
Industry Real Estate
Experience
Tidewater Resources, LLC May 2014 - Present
Green Forest Recycling November 2009 - Present
Newport Development, LLC 2005 - 2009
NAI Brannen Goddard February 2004 - February 2005
Barry Real Estate Companies 2002 - 2003
Morgan Stanley May 2002 - August 2002
Skills
Land Acquisition, Real Estate, Due Diligence, Valuation, Sales, Acquisitions, Investment Properties, Market Analysis, Timber, Renewable Energy, Forestry, Business Strategy, Business Development, Sustainability, Leases
Education
The University of Georgia 1999 — 2003
BS
The Westminster Schools
Tidewater Resources, LLC May 2014 - Present
Green Forest Recycling November 2009 - Present
Newport Development, LLC 2005 - 2009
NAI Brannen Goddard February 2004 - February 2005
Barry Real Estate Companies 2002 - 2003
Morgan Stanley May 2002 - August 2002
Skills
Land Acquisition, Real Estate, Due Diligence, Valuation, Sales, Acquisitions, Investment Properties, Market Analysis, Timber, Renewable Energy, Forestry, Business Strategy, Business Development, Sustainability, Leases
Education
The University of Georgia 1999 — 2003
BS
The Westminster Schools
Tripp Evans Tripp Evans's Morgan Stanley Experience July 2014 - Present
Job Oil & Gas Principal Finance at Morgan Stanley
Industry Oil & Energy
Experience
Morgan Stanley July 2014 - Present
Deutsche Bank July 2011 - July 2014
Burkenroad Reports January 2011 - May 2011
Tulane University August 2010 - May 2011
Pestco, Schwed & Associates August 2010 - December 2010
Education
Tulane University - A.B. Freeman School of Business 2010 — 2011
Master of Finance, Energy Specialization
The University of Georgia 2003 — 2007
BBA, Finance
Morgan Stanley July 2014 - Present
Deutsche Bank July 2011 - July 2014
Burkenroad Reports January 2011 - May 2011
Tulane University August 2010 - May 2011
Pestco, Schwed & Associates August 2010 - December 2010
Education
Tulane University - A.B. Freeman School of Business 2010 — 2011
Master of Finance, Energy Specialization
The University of Georgia 2003 — 2007
BBA, Finance
Kevin J. DeVos Kevin J. DeVos's Morgan Stanley Experience October 1992 - January 1998
Job Independent Option Trader
Industry Investment Management
Experience
Self-employed person December 2010 - Present
W.P. Stewart February 1998 - December 2010
Morgan Stanley October 1992 - January 1998
Skills
Trading, Options, Equity Trading, Series 7, Fixed Income, Compliance, Trading Systems, Bloomberg, Series 24, Equities, Hedge Funds, Investments, Asset Management, Financial Markets, Derivatives
Education
The University of Connecticut School of Business
BS, Finance, General
Self-employed person December 2010 - Present
W.P. Stewart February 1998 - December 2010
Morgan Stanley October 1992 - January 1998
Skills
Trading, Options, Equity Trading, Series 7, Fixed Income, Compliance, Trading Systems, Bloomberg, Series 24, Equities, Hedge Funds, Investments, Asset Management, Financial Markets, Derivatives
Education
The University of Connecticut School of Business
BS, Finance, General
Kelly Sandefer Kelly Sandefer's Morgan Stanley Experience February 2012 - Present
Job Assistant Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2012 - Present
Barclays Wealth September 2009 - February 2012
Barclays Capital September 2008 - September 2009
Lehman Brothers July 2007 - September 2008
Skills
Financial Analysis, Insurance, Investments
Education
The University of Georgia 2003 — 2007
BA, Finance, Marketing
University of Georgia - Terry College of Business 2003 — 2007
Morgan Stanley February 2012 - Present
Barclays Wealth September 2009 - February 2012
Barclays Capital September 2008 - September 2009
Lehman Brothers July 2007 - September 2008
Skills
Financial Analysis, Insurance, Investments
Education
The University of Georgia 2003 — 2007
BA, Finance, Marketing
University of Georgia - Terry College of Business 2003 — 2007
Jacob Adair's Morgan Stanley Experience January 2015 - Present
Job Bachelor of Business Administration, Finance
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Athens Land Trust, Inc. August 2015 - Present
International Association of Business Communicators April 2014 - Present
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Word, Leadership, Social Media, Research, Business Analysis, Social Networking, Budgets, Financial Analysis, Management, Teamwork, Finance, Outlook, Fundraising, Quantitative Finance
Education
The University of Georgia 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance
University of Oxford 2014 — 2014
Study Abroad
Benedictine Military School 2008 — 2012
High School
Morgan Stanley January 2015 - Present
Athens Land Trust, Inc. August 2015 - Present
International Association of Business Communicators April 2014 - Present
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Word, Leadership, Social Media, Research, Business Analysis, Social Networking, Budgets, Financial Analysis, Management, Teamwork, Finance, Outlook, Fundraising, Quantitative Finance
Education
The University of Georgia 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance
University of Oxford 2014 — 2014
Study Abroad
Benedictine Military School 2008 — 2012
High School
Sae-young Kim's Morgan Stanley Experience January 2013 - Present
Job Executive Director at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley January 2013 - Present
Morgan Stanley January 2010 - January 2013
Morgan Stanley August 2006 - December 2009
Automatic Data Processing June 2002 - August 2004
Merrill Lynch June 2000 - June 2002
Education
The University of Chicago Booth School of Business 2004 — 2006
MBA, Finance, Entrepreneurship, Accounting
Yale University 1996 — 2000
BA, Economics and Mathematics
Kardinal von Galen Gymnasium (Germany) 1989 — 1996
Abitur
Morgan Stanley January 2013 - Present
Morgan Stanley January 2010 - January 2013
Morgan Stanley August 2006 - December 2009
Automatic Data Processing June 2002 - August 2004
Merrill Lynch June 2000 - June 2002
Education
The University of Chicago Booth School of Business 2004 — 2006
MBA, Finance, Entrepreneurship, Accounting
Yale University 1996 — 2000
BA, Economics and Mathematics
Kardinal von Galen Gymnasium (Germany) 1989 — 1996
Abitur
Beau Terrell's Morgan Stanley Experience February 2004 - November 2004
Job
Industry Real Estate
Experience
Compass Building Solutions August 2011 - Present
Highgate Partners May 2013 - Present
Major & Arroll Properties May 2010 - May 2013
Under Pressure Commercial Cleaning May 2000 - August 2011
Carter and Assoicates December 2003 - April 2010
Morgan Stanley February 2004 - November 2004
Skills
Real Estate, Brokerage, Disposition, Commercial Real Estate, Finance, Property Management, Leases, Investment Properties, Residential Homes, Real Estate Development, Negotiation, Corporate Real Estate, Real Estate Economics, Pressure Washing, Location Intelligence, Tenant, Sales, Dispositions, Real Estate Transactions, Due Diligence
Education
The University of Georgia 1999 — 2003
Bachelor of Business Administration (BBA), Terry College of Business
University of Georgia - Terry College of Business 1999 — 2003
BS, Business Management
The Westminster Schools
Compass Building Solutions August 2011 - Present
Highgate Partners May 2013 - Present
Major & Arroll Properties May 2010 - May 2013
Under Pressure Commercial Cleaning May 2000 - August 2011
Carter and Assoicates December 2003 - April 2010
Morgan Stanley February 2004 - November 2004
Skills
Real Estate, Brokerage, Disposition, Commercial Real Estate, Finance, Property Management, Leases, Investment Properties, Residential Homes, Real Estate Development, Negotiation, Corporate Real Estate, Real Estate Economics, Pressure Washing, Location Intelligence, Tenant, Sales, Dispositions, Real Estate Transactions, Due Diligence
Education
The University of Georgia 1999 — 2003
Bachelor of Business Administration (BBA), Terry College of Business
University of Georgia - Terry College of Business 1999 — 2003
BS, Business Management
The Westminster Schools
Helen Freeman's Morgan Stanley Experience 2010 - March 2012
Job Configuration Manager at Alkami Technology
Industry Information Technology and Services
Experience
Alkami Technology April 2015 - Present
Alkami Technology September 2014 - Present
JPMorgan Asset Management January 2014 - June 2014
Barclays January 2013 - January 2014
Barclays March 2012 - January 2013
Morgan Stanley 2010 - March 2012
Morgan Stanley 2007 - 2010
Morgan Stanley 2001 - 2007
Skills
Project Management, Software Project..., Program Management, Project Portfolio..., Product Management, Business Analysis, Process Improvement, IT Strategy, Vendor Management, International Project..., Service Delivery, Business Development, Risk Management, SDLC, Software, Agile Methodologies, Data Analysis, Microsoft Office, ITIL, Leadership, Service Delivery..., IT Service Management, Requirements Analysis
Education
University of Strathclyde 1999 — 2000
MSc, Information Technology Systems
The University of Glasgow 1994 — 1999
BSc, Medical Biochemistry (Hons) First Class
Alkami Technology April 2015 - Present
Alkami Technology September 2014 - Present
JPMorgan Asset Management January 2014 - June 2014
Barclays January 2013 - January 2014
Barclays March 2012 - January 2013
Morgan Stanley 2010 - March 2012
Morgan Stanley 2007 - 2010
Morgan Stanley 2001 - 2007
Skills
Project Management, Software Project..., Program Management, Project Portfolio..., Product Management, Business Analysis, Process Improvement, IT Strategy, Vendor Management, International Project..., Service Delivery, Business Development, Risk Management, SDLC, Software, Agile Methodologies, Data Analysis, Microsoft Office, ITIL, Leadership, Service Delivery..., IT Service Management, Requirements Analysis
Education
University of Strathclyde 1999 — 2000
MSc, Information Technology Systems
The University of Glasgow 1994 — 1999
BSc, Medical Biochemistry (Hons) First Class
Adrian Ghinculov's Morgan Stanley Experience 2008 - 2010
Job Head of Quantitative Modeling
Industry Financial Services
Experience
GE Capital 2012 - Present
Citadel Investment Group 2010 - 2011
Morgan Stanley 2008 - 2010
Merrill Lynch 2003 - 2008
Skills
Quantitative Finance, Hedge Funds, Portfolio Construction, Risk Management, Systematic Trading, Derivatives, Interest Rates, Credit, Equities, Currencies, Structured Credit
Education
Albert-Ludwigs-Universität Freiburg im Breisgau
Ph.D., Theoretical Physics
University of Bucharest
Bachelor of Science (B.Sc.), Physics
GE Capital 2012 - Present
Citadel Investment Group 2010 - 2011
Morgan Stanley 2008 - 2010
Merrill Lynch 2003 - 2008
Skills
Quantitative Finance, Hedge Funds, Portfolio Construction, Risk Management, Systematic Trading, Derivatives, Interest Rates, Credit, Equities, Currencies, Structured Credit
Education
Albert-Ludwigs-Universität Freiburg im Breisgau
Ph.D., Theoretical Physics
University of Bucharest
Bachelor of Science (B.Sc.), Physics
Richard Davenport's Morgan Stanley Experience May 2013 - May 2014
Job Research, UBS
Industry Financial Services
Experience
Large Hedge Fund / Family Office May 2014 - April 2015
UBS 2015 - 2015
UBS 2015 - 2015
Morgan Stanley May 2013 - May 2014
Liquidnet 2012 - 2013
Bloomberg July 2010 - June 2012
Connexiti LLC 2005 - 2010
Citigroup 2003 - 2005
Citigroup 2000 - 2003
Skills
Supply Chain, Technology, Research, Equity Research, Creativity, Writing, Communication, Microsoft Excel, Bloomberg, Public Speaking, Marketing, Product Development, Product Management, Entrepreneurship, Data Visualization, Technical Analysis, Microsoft Office, Statistics, Problem Solving, Semiconductors, Wireless, EMS, Distributors, Automotive Electronics, Algorithms, Data Analysis, Big Data, Hedge Funds, Financial Risk, Equities, Financial Modeling, Financial Analysis, Start-ups, Business Strategy, Finance, Financial Markets, Management
Education
University of Georgia 1993 — 1995
MA, Comparative Literature
The University of Georgia 1989 — 1993
BA, English
Large Hedge Fund / Family Office May 2014 - April 2015
UBS 2015 - 2015
UBS 2015 - 2015
Morgan Stanley May 2013 - May 2014
Liquidnet 2012 - 2013
Bloomberg July 2010 - June 2012
Connexiti LLC 2005 - 2010
Citigroup 2003 - 2005
Citigroup 2000 - 2003
Skills
Supply Chain, Technology, Research, Equity Research, Creativity, Writing, Communication, Microsoft Excel, Bloomberg, Public Speaking, Marketing, Product Development, Product Management, Entrepreneurship, Data Visualization, Technical Analysis, Microsoft Office, Statistics, Problem Solving, Semiconductors, Wireless, EMS, Distributors, Automotive Electronics, Algorithms, Data Analysis, Big Data, Hedge Funds, Financial Risk, Equities, Financial Modeling, Financial Analysis, Start-ups, Business Strategy, Finance, Financial Markets, Management
Education
University of Georgia 1993 — 1995
MA, Comparative Literature
The University of Georgia 1989 — 1993
BA, English
Alastair Roberts's Morgan Stanley Experience June 2013 - Present
Job Senior Software Developer at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2013 - Present
Liminex Consulting Ltd 2013 - 2013
UBS April 2011 - December 2012
JP Morgan February 2008 - May 2011
Merrill Lynch September 2007 - October 2007
J P Morgan July 2004 - July 2007
Skills
T-SQL, Sybase, Java, Multithreading, SQL, JDBC, XML, JMS, JUnit, Unix, Subversion, XSLT, Eclipse, FX Derivatives, FX Options, Agile Methodologies, Spring, Equities, Java Enterprise Edition, Ant
Education
University of Edinburgh 1994 — 1998
Bachelor of Science (BSc), Computer Science
Morgan Stanley June 2013 - Present
Liminex Consulting Ltd 2013 - 2013
UBS April 2011 - December 2012
JP Morgan February 2008 - May 2011
Merrill Lynch September 2007 - October 2007
J P Morgan July 2004 - July 2007
Skills
T-SQL, Sybase, Java, Multithreading, SQL, JDBC, XML, JMS, JUnit, Unix, Subversion, XSLT, Eclipse, FX Derivatives, FX Options, Agile Methodologies, Spring, Equities, Java Enterprise Edition, Ant
Education
University of Edinburgh 1994 — 1998
Bachelor of Science (BSc), Computer Science
Brian Grasso's Morgan Stanley Experience June 2006 - February 2012
Job Assistant Vice President at State Street
Industry Real Estate
Experience
State Street February 2012 - Present
Morgan Stanley June 2006 - February 2012
Merrill Lynch October 2004 - June 2006
EY September 2002 - October 2004
Education
University of Georgia - Terry College of Business 1996 — 2001
Bachelor of Business Administration (BBA), Accounting
The University of Georgia
State Street February 2012 - Present
Morgan Stanley June 2006 - February 2012
Merrill Lynch October 2004 - June 2006
EY September 2002 - October 2004
Education
University of Georgia - Terry College of Business 1996 — 2001
Bachelor of Business Administration (BBA), Accounting
The University of Georgia
Alex Marchuk's Morgan Stanley Experience 1999 - 2001
Job Senior Portfolio Manager at Fifth Third Private Bank
Industry Investment Management
Experience
Fifth Third Bank June 2015 - Present
U.S. Trust January 2013 - May 2015
Bank of America Merrill Lynch September 2009 - January 2013
U.S. Trust, Bank of America Private Wealth Management January 2001 - November 2009
Morgan Stanley 1999 - 2001
Skills
Portfolio Management, Finance, Asset Allocation, Alternative Investments, Wealth Management, Asset Management, Equities, Investments, Hedge Funds, Investment Strategies, Fixed Income, Mutual Funds, Strategic Financial..., Series 7, Leadership, Equity Research, Risk Management, Private Banking, Investment Management, Retirement Planning, Bloomberg, Asset Managment, Investment Advisory, Securities, Financial Modeling, Wealth Management..., Loans, High Net Worth..., Strategic Planning
Education
The University of Georgia 1993 — 1998
Bachelor of Science (BS), Economics
The Lovett School, Atlanta 1986 — 1993
Fifth Third Bank June 2015 - Present
U.S. Trust January 2013 - May 2015
Bank of America Merrill Lynch September 2009 - January 2013
U.S. Trust, Bank of America Private Wealth Management January 2001 - November 2009
Morgan Stanley 1999 - 2001
Skills
Portfolio Management, Finance, Asset Allocation, Alternative Investments, Wealth Management, Asset Management, Equities, Investments, Hedge Funds, Investment Strategies, Fixed Income, Mutual Funds, Strategic Financial..., Series 7, Leadership, Equity Research, Risk Management, Private Banking, Investment Management, Retirement Planning, Bloomberg, Asset Managment, Investment Advisory, Securities, Financial Modeling, Wealth Management..., Loans, High Net Worth..., Strategic Planning
Education
The University of Georgia 1993 — 1998
Bachelor of Science (BS), Economics
The Lovett School, Atlanta 1986 — 1993
John Marchetti's Morgan Stanley Experience December 2004 - May 2008
Job Chief Strategy Officer at Fabrinet
Industry Electrical/Electronic Manufacturing
Experience
Fabrinet January 2012 - Present
Cowen and Company June 2008 - January 2012
Morgan Stanley December 2004 - May 2008
morgan stanley May 2002 - December 2004
Advest/Tucker Anthony February 2000 - October 2001
Airborne Freight Corp. September 1996 - July 1998
United States Marine Corps September 1992 - September 1996
Skills
Valuation, Investments, Strategy, Financial Modeling, IPO, Analysis, Equity Research, Mergers & Acquisitions, Private Equity, Investor Relations, Capital Markets, Corporate Development, Equities, Corporate Finance, Trading
Education
The University of Connecticut School of Business 1998 — 2000
MBA, Finance
Virginia Polytechnic Institute and State University 1988 — 1992
BA, Political Science
Fabrinet January 2012 - Present
Cowen and Company June 2008 - January 2012
Morgan Stanley December 2004 - May 2008
morgan stanley May 2002 - December 2004
Advest/Tucker Anthony February 2000 - October 2001
Airborne Freight Corp. September 1996 - July 1998
United States Marine Corps September 1992 - September 1996
Skills
Valuation, Investments, Strategy, Financial Modeling, IPO, Analysis, Equity Research, Mergers & Acquisitions, Private Equity, Investor Relations, Capital Markets, Corporate Development, Equities, Corporate Finance, Trading
Education
The University of Connecticut School of Business 1998 — 2000
MBA, Finance
Virginia Polytechnic Institute and State University 1988 — 1992
BA, Political Science
Evan Fowler's Morgan Stanley Experience November 2008 - April 2013
Job Partner at SAGA Group, LLC
Industry Accounting
Experience
SAGA Group, LLC June 2014 - Present
State Street Global Services April 2013 - May 2014
Morgan Stanley November 2008 - April 2013
EWM Group, PC July 2005 - November 2008
UBS Wealth Management May 2003 - August 2003
Skills
Real estate accounting, Commercial Real Estate, Auditing, Investments, Mutual Funds, Financial Analysis, CPA, Valuation, Tax, Real Estate, Insurance, Financial Modeling, Budgets, Accounting
Education
The University of Georgia 2007 — 2009
Graduate, Master's of Business Administration
University of Georgia - Terry College of Business 2007 — 2009
MBA, Business Administration
University of South Alabama 2000 — 2005
SAGA Group, LLC June 2014 - Present
State Street Global Services April 2013 - May 2014
Morgan Stanley November 2008 - April 2013
EWM Group, PC July 2005 - November 2008
UBS Wealth Management May 2003 - August 2003
Skills
Real estate accounting, Commercial Real Estate, Auditing, Investments, Mutual Funds, Financial Analysis, CPA, Valuation, Tax, Real Estate, Insurance, Financial Modeling, Budgets, Accounting
Education
The University of Georgia 2007 — 2009
Graduate, Master's of Business Administration
University of Georgia - Terry College of Business 2007 — 2009
MBA, Business Administration
University of South Alabama 2000 — 2005
Matt Delaney's Morgan Stanley Experience October 2005 - October 2006
Job Global Compensation at Citadel LLC
Industry Financial Services
Experience
Citadel LLC June 2012 - Present
Mercer December 2010 - June 2012
Gentiva Health Services June 2009 - December 2010
Watson Wyatt October 2006 - April 2009
Morgan Stanley October 2005 - October 2006
Skills
Compensation, Incentive Programs, Performance Management, HRIS, Acquisition Integration, Sales Compensation, Due Diligence, Executive Compensation, HR Consulting, Equity Compensation, Governance, Deferred Compensation, Hedge Funds, Series 7, Microsoft Excel, Employee Benefits, Executive Pay, Global Compensation
Education
The University of Georgia
Citadel LLC June 2012 - Present
Mercer December 2010 - June 2012
Gentiva Health Services June 2009 - December 2010
Watson Wyatt October 2006 - April 2009
Morgan Stanley October 2005 - October 2006
Skills
Compensation, Incentive Programs, Performance Management, HRIS, Acquisition Integration, Sales Compensation, Due Diligence, Executive Compensation, HR Consulting, Equity Compensation, Governance, Deferred Compensation, Hedge Funds, Series 7, Microsoft Excel, Employee Benefits, Executive Pay, Global Compensation
Education
The University of Georgia
Pat Montgomery's Morgan Stanley Experience September 2010 - August 2014
Job Senior Consultant at WPM LLC
Industry Financial Services
Experience
WPM LLC September 2014 - Present
Morgan Stanley September 2010 - August 2014
UBS Investment Bank May 2005 - August 2010
McKinsey & Company April 1995 - May 2005
KPMG September 1993 - May 1995
Dun & Bradstreet 1988 - 1993
Skills
Management, Change Management, Leadership, Strategy, Program Management, PMO, Strategic Planning, Governance, Business Intelligence, Consulting, Cross-functional Team..., ERP, Financial Services, Business Analysis, Portfolio Management, Finance, Business Process..., Vendor Management, Team Building, IT Strategy
Education
The University of Connecticut School of Business 1982 — 1986
MBA, Finance
The University of Connecticut 1980 — 1984
MBA, Finance
WPM LLC September 2014 - Present
Morgan Stanley September 2010 - August 2014
UBS Investment Bank May 2005 - August 2010
McKinsey & Company April 1995 - May 2005
KPMG September 1993 - May 1995
Dun & Bradstreet 1988 - 1993
Skills
Management, Change Management, Leadership, Strategy, Program Management, PMO, Strategic Planning, Governance, Business Intelligence, Consulting, Cross-functional Team..., ERP, Financial Services, Business Analysis, Portfolio Management, Finance, Business Process..., Vendor Management, Team Building, IT Strategy
Education
The University of Connecticut School of Business 1982 — 1986
MBA, Finance
The University of Connecticut 1980 — 1984
MBA, Finance
Brad Graner's Morgan Stanley Experience 1992 - 1994
Job President and CoFounder, Healthgrades Publisher and Advertising Solutions
Industry Internet
Experience
inHealth, LLC October 2008 - October 2010
WebMD 1999 - 2007
McKinsey & Company 1997 - 1999
Morgan Stanley 1992 - 1994
Prudential Securities 1991 - 1992
Skills
Strategic Partnerships, Strategy, Start-ups, Business Strategy, Analytics, Strategic Planning, Marketing Strategy, Product Management, Business Development, Competitive Analysis, Entrepreneurship, Investments, Online Advertising, Cross-functional Team..., Digital Marketing, Digital Strategy, Digital Media, Mergers & Acquisitions, Integrated Marketing, Marketing, Product Marketing, Leadership, Ad Tech, Healthcare, Local Marketing
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA
The University of Georgia 1986 — 1990
BBA, Economics
inHealth, LLC October 2008 - October 2010
WebMD 1999 - 2007
McKinsey & Company 1997 - 1999
Morgan Stanley 1992 - 1994
Prudential Securities 1991 - 1992
Skills
Strategic Partnerships, Strategy, Start-ups, Business Strategy, Analytics, Strategic Planning, Marketing Strategy, Product Management, Business Development, Competitive Analysis, Entrepreneurship, Investments, Online Advertising, Cross-functional Team..., Digital Marketing, Digital Strategy, Digital Media, Mergers & Acquisitions, Integrated Marketing, Marketing, Product Marketing, Leadership, Ad Tech, Healthcare, Local Marketing
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA
The University of Georgia 1986 — 1990
BBA, Economics
Ed Piorkowski's Morgan Stanley Experience Vice PresidentMorgan Stanley Firmwide Sourcing2007 - Present
Job Vice President, Global Lead Professional Services at Morgan Stanley
Industry Banking
Experience
Morgan Stanley Vice PresidentMorgan Stanley Firmwide Sourcing2007 - Present
Education
The University of Connecticut School of Business 1983 — 1987
Morgan Stanley Vice PresidentMorgan Stanley Firmwide Sourcing2007 - Present
Education
The University of Connecticut School of Business 1983 — 1987
Graeme Findlay's Morgan Stanley Experience August 2008 - Present
Job VP, Finance Projects, Morgan Stanley
Industry Banking
Experience
Morgan Stanley August 2008 - Present
Old Lane September 2007 - September 2008
Morgan Stanley May 2005 - August 2007
Credit Suisse November 1999 - September 2002
Skills
Financial Analysis, Financial Reporting, Accounting, Account Reconciliation, Financial Accounting, Finance, Financial Planning, Internal Controls, Fund Accounting, Hedge Funds
Education
The University of Glasgow 1992 — 1996
BAcc (Hons)
Morgan Stanley August 2008 - Present
Old Lane September 2007 - September 2008
Morgan Stanley May 2005 - August 2007
Credit Suisse November 1999 - September 2002
Skills
Financial Analysis, Financial Reporting, Accounting, Account Reconciliation, Financial Accounting, Finance, Financial Planning, Internal Controls, Fund Accounting, Hedge Funds
Education
The University of Glasgow 1992 — 1996
BAcc (Hons)
Gary Diffley's Morgan Stanley Experience 1991 - 1999
Job Sr. VP, Director / National Sales at Carter,Terry & Co., Inc.
Industry Investment Banking
Experience
Carter,Terry & Co., Inc. 2004 - Present
Wachovia Securities, LLC 1999 - 2004
Morgan Stanley 1991 - 1999
Skills
Marketing, Strategic Planning, New Business Development, Sales Management, Investment Banking
Education
University of Georgia 1975 — 1981
AB, Economics, Industrial Psychology
Carter,Terry & Co., Inc. 2004 - Present
Wachovia Securities, LLC 1999 - 2004
Morgan Stanley 1991 - 1999
Skills
Marketing, Strategic Planning, New Business Development, Sales Management, Investment Banking
Education
University of Georgia 1975 — 1981
AB, Economics, Industrial Psychology
Thomas Fink's Morgan Stanley Experience 1988 - 1989
Job Chief Financial Officer at DISYS
Industry Financial Services
Experience
bookacoach.com 2012 - Present
DISYS January 2013 - 2015
BookaCoach.com 2012 - 2012
AlliancePartners LLC 2010 - 2012
Summit Regional Holdings Corp. June 2009 - September 2010
CapitalSource 2003 - June 2009
US Airways 1998 - 2001
US Airways 1995 - 1998
US Airways 1993 - 1995
Morgan Stanley 1988 - 1989
Skills
Corporate Finance, Capital Markets, Investor Relations, Treasury, Strategic Financial..., Financial Reporting, Accounting, Business Strategy, Tax, Process Improvement, Negotiation, Procurement, Financial Services, Credit, Investment Banking, Risk Management, Start-ups, Asset Management, Portfolio Management, Banking, Mergers & Acquisitions, Strategy, Finance, Management, Financial Modeling, Financial Analysis, Strategic Planning, Investments, Due Diligence, Managerial Finance, Financial Planning
Education
The University of Chicago Booth School of Business 1987 — 1989
MBA, Finance
University of Notre Dame 1981 — 1985
BA, Economics
bookacoach.com 2012 - Present
DISYS January 2013 - 2015
BookaCoach.com 2012 - 2012
AlliancePartners LLC 2010 - 2012
Summit Regional Holdings Corp. June 2009 - September 2010
CapitalSource 2003 - June 2009
US Airways 1998 - 2001
US Airways 1995 - 1998
US Airways 1993 - 1995
Morgan Stanley 1988 - 1989
Skills
Corporate Finance, Capital Markets, Investor Relations, Treasury, Strategic Financial..., Financial Reporting, Accounting, Business Strategy, Tax, Process Improvement, Negotiation, Procurement, Financial Services, Credit, Investment Banking, Risk Management, Start-ups, Asset Management, Portfolio Management, Banking, Mergers & Acquisitions, Strategy, Finance, Management, Financial Modeling, Financial Analysis, Strategic Planning, Investments, Due Diligence, Managerial Finance, Financial Planning
Education
The University of Chicago Booth School of Business 1987 — 1989
MBA, Finance
University of Notre Dame 1981 — 1985
BA, Economics
Justin Jenniges's Morgan Stanley Experience September 2007 - Present
Job First Vice President at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley September 2007 - Present
Smith Barney May 2006 - September 2007
Skills
Series 7, Series 65, Series 63, 401k, Asset Allocation, Securities, Retirement, Investments, Mutual Funds, Asset Managment, Insurance, Wealth Management..., Separately Managed..., Bonds, 529 Plans, Life Insurance, Roth IRA, 401k Rollovers
Education
The University of Georgia 2002 — 2006
BS, Economics and Family Financial Planning
Mt. Paran
High School Education
Morgan Stanley September 2007 - Present
Smith Barney May 2006 - September 2007
Skills
Series 7, Series 65, Series 63, 401k, Asset Allocation, Securities, Retirement, Investments, Mutual Funds, Asset Managment, Insurance, Wealth Management..., Separately Managed..., Bonds, 529 Plans, Life Insurance, Roth IRA, 401k Rollovers
Education
The University of Georgia 2002 — 2006
BS, Economics and Family Financial Planning
Mt. Paran
High School Education
Tammy Curtis's Morgan Stanley Experience May 2008 - June 2010
Job Director of Corporate Accounting at Republic National Distributing Company
Industry Accounting
Experience
Republic National Distributing Company October 2014 - Present
Mueller Water Products May 2013 - October 2014
AmeriCold Logistics May 2011 - May 2013
AmeriCold Logistics June 2010 - May 2011
Morgan Stanley May 2008 - June 2010
KPMG 2005 - 2008
Skills
Sarbanes-Oxley Act, Financial Reporting, Corporate Finance, Accounting, General Ledger, Auditing, GAAP, Internal Controls, Forecasting, US GAAP, SEC filings, Financial Accounting, Variance Analysis, Financial Forecasting, Financial Analysis, Management, Budgets, Account Reconciliation, Process Improvement, Financial Statements, Accounts Payable, Cost Accounting, Fixed Assets, CPA, Managerial Finance, Finance, PeopleSoft
Education
The University of Georgia 2000 — 2005
Masters, Accounting
University of Georgia
Republic National Distributing Company October 2014 - Present
Mueller Water Products May 2013 - October 2014
AmeriCold Logistics May 2011 - May 2013
AmeriCold Logistics June 2010 - May 2011
Morgan Stanley May 2008 - June 2010
KPMG 2005 - 2008
Skills
Sarbanes-Oxley Act, Financial Reporting, Corporate Finance, Accounting, General Ledger, Auditing, GAAP, Internal Controls, Forecasting, US GAAP, SEC filings, Financial Accounting, Variance Analysis, Financial Forecasting, Financial Analysis, Management, Budgets, Account Reconciliation, Process Improvement, Financial Statements, Accounts Payable, Cost Accounting, Fixed Assets, CPA, Managerial Finance, Finance, PeopleSoft
Education
The University of Georgia 2000 — 2005
Masters, Accounting
University of Georgia
Keith Hargreaves's Morgan Stanley Experience March 2014 - Present
Job Executive Director, Strats and Modeling (FX)
Industry Investment Banking
Experience
Morgan Stanley March 2014 - Present
Morgan Stanley April 2007 - February 2014
Morgan Stanley August 2002 - April 2007
Education
Edinburgh University 1998 — 2002
Computer Science
Morgan Stanley March 2014 - Present
Morgan Stanley April 2007 - February 2014
Morgan Stanley August 2002 - April 2007
Education
Edinburgh University 1998 — 2002
Computer Science
Lauren Curry's Morgan Stanley Experience November 2002 - May 2004
Job Communications Specialist at Kaiser Permanente
Industry Publishing
Experience
Kaiser Permanente September 2008 - Present
Consumer Source, Inc. September 2004 - September 2008
Morgan Stanley November 2002 - May 2004
TNT Latin America May 2003 - August 2003
Skills
Editing
Education
The University of Georgia 2000 — 2004
ABJ, Journalism
Kaiser Permanente September 2008 - Present
Consumer Source, Inc. September 2004 - September 2008
Morgan Stanley November 2002 - May 2004
TNT Latin America May 2003 - August 2003
Skills
Editing
Education
The University of Georgia 2000 — 2004
ABJ, Journalism
Lisa Rothstein's Morgan Stanley Experience December 2004 - Present
Job Senior Manager Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 2004 - Present
Morgan Stanley Smith Barney December 2004 - Present
SIEMENS BUSINESS SERVICES March 2002 - December 2004
Hyperion Solutions February 1997 - March 2002
Hyperion Solutions February 1997 - March 2002
Hyperion Solutions February 1997 - March 2002
COTY INC September 1994 - February 1997
Air Express International October 1991 - January 1994
Air Express International 1991 - 1994
Deloitte September 1989 - March 1991
Skills
Certified Public..., Essbase, Financial Analysis, Finance, Financial Reporting, Hyperion, Financial Modeling, Forecasting, Analysis, Business Analysis
Education
The University of Connecticut 1986 — 1989
Bachelor of Science, Business Administration; Accounting
The University of Connecticut School of Business 1986 — 1989
BS, Accounting
University at Albany, SUNY
Morgan Stanley December 2004 - Present
Morgan Stanley Smith Barney December 2004 - Present
SIEMENS BUSINESS SERVICES March 2002 - December 2004
Hyperion Solutions February 1997 - March 2002
Hyperion Solutions February 1997 - March 2002
Hyperion Solutions February 1997 - March 2002
COTY INC September 1994 - February 1997
Air Express International October 1991 - January 1994
Air Express International 1991 - 1994
Deloitte September 1989 - March 1991
Skills
Certified Public..., Essbase, Financial Analysis, Finance, Financial Reporting, Hyperion, Financial Modeling, Forecasting, Analysis, Business Analysis
Education
The University of Connecticut 1986 — 1989
Bachelor of Science, Business Administration; Accounting
The University of Connecticut School of Business 1986 — 1989
BS, Accounting
University at Albany, SUNY
Adam Landau's Morgan Stanley Experience August 2005 - Present
Job Executive Director Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2005 - Present
Education
The University of Georgia 1987 — 1991
progressive
Morgan Stanley August 2005 - Present
Education
The University of Georgia 1987 — 1991
progressive
Noha Carrington's Morgan Stanley Experience February 1988 - March 1993
Job Member Board of Directors at University of Connecticut
Industry Financial Services
Experience
Carrington Strategic Advisors, LLC. November 2003 - Present
University of Connecticut October 2003 - Present
Trilogy Advisors November 1999 - August 2001
Goldman Sachs March 1997 - March 1999
Salomon Brothers March 1993 - March 1997
Morgan Stanley February 1988 - March 1993
Merrill Lynch June 1985 - January 1988
Skills
Alternative Investments, Asset Managment, Investments, Hedge Funds, Portfolio Management, Equities, Asset Management, Due Diligence, Venture Capital, Capital Markets, Trading, Asset Allocation, Mutual Funds, Fixed Income, Private Equity
Education
New York University, Stern School of Business
MBA, Finance, Cum Laude
The University of Connecticut School of Business
BS, Finance Summa Cum Laude
Carrington Strategic Advisors, LLC. November 2003 - Present
University of Connecticut October 2003 - Present
Trilogy Advisors November 1999 - August 2001
Goldman Sachs March 1997 - March 1999
Salomon Brothers March 1993 - March 1997
Morgan Stanley February 1988 - March 1993
Merrill Lynch June 1985 - January 1988
Skills
Alternative Investments, Asset Managment, Investments, Hedge Funds, Portfolio Management, Equities, Asset Management, Due Diligence, Venture Capital, Capital Markets, Trading, Asset Allocation, Mutual Funds, Fixed Income, Private Equity
Education
New York University, Stern School of Business
MBA, Finance, Cum Laude
The University of Connecticut School of Business
BS, Finance Summa Cum Laude
Nicole Nufer's Morgan Stanley Experience 2010 - April 2013
Job Global Purchasing at Wildlife Conservation Society
Industry Financial Services
Experience
Wildlife Conservation Society September 2013 - Present
Randstad May 2013 - August 2013
Morgan Stanley 2010 - April 2013
Morgan Stanley 2008 - 2010
Morgan Stanley 1999 - 2008
Morgan Stanley 1998 - 1999
UBS 1995 - 1998
ICL Fujitsu 1989 - 1995
Facility Group 1988 - 1989
Skills
Strategic Sourcing, Contract Negotiations, Supplier Management, Business Analysis, Project Management, Staff Development, Global Category..., Procurement, Supply Management, Management, Global Sourcing, Outsourcing, Sourcing, Vendor Management, Capital Markets, Contract Negotiation, Portfolio Management, Cross-functional Team..., International Business..., Equities, IT Service Management, Investment Banking, IT contract negotiation, Consortium, Sales, Purchasing
Education
The University of Edinburgh 1984 — 1988
Bcom Hon, Business Studies
Wildlife Conservation Society September 2013 - Present
Randstad May 2013 - August 2013
Morgan Stanley 2010 - April 2013
Morgan Stanley 2008 - 2010
Morgan Stanley 1999 - 2008
Morgan Stanley 1998 - 1999
UBS 1995 - 1998
ICL Fujitsu 1989 - 1995
Facility Group 1988 - 1989
Skills
Strategic Sourcing, Contract Negotiations, Supplier Management, Business Analysis, Project Management, Staff Development, Global Category..., Procurement, Supply Management, Management, Global Sourcing, Outsourcing, Sourcing, Vendor Management, Capital Markets, Contract Negotiation, Portfolio Management, Cross-functional Team..., International Business..., Equities, IT Service Management, Investment Banking, IT contract negotiation, Consortium, Sales, Purchasing
Education
The University of Edinburgh 1984 — 1988
Bcom Hon, Business Studies
Cecilia Robinson's Morgan Stanley Experience March 1991 - Present
Job Corporate Services Director at Morgan Stanley
Industry Facilities Services
Experience
Morgan Stanley March 1991 - Present
Education
The University of Georgia 1975 — 1978
Kennesaw Junior College 1973 — 1975
Associate's degree, Accounting and Business/Management
Morgan Stanley March 1991 - Present
Education
The University of Georgia 1975 — 1978
Kennesaw Junior College 1973 — 1975
Associate's degree, Accounting and Business/Management
D Bajenoff, PMP's Morgan Stanley Experience Configuration ManagementNASDAQNovember 1999 - December 2003
Job Manager at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley Configuration ManagementNASDAQNovember 1999 - December 2003
OptiMark Technologies February 1999 - November 1999
Skills
Perl, SDLC, Market Data, Unix, Trading Systems, Agile Methodologies, Enterprise Architecture, Solaris, Integration, Risk Management, Software Development, Disaster Recovery, SQL, Software Project..., Business Analysis, Java, Sybase, Unix Shell Scripting, IT Strategy, Vendor Management
Education
The University of Connecticut School of Business
MBA, Information Technology, Finance
Morgan Stanley Configuration ManagementNASDAQNovember 1999 - December 2003
OptiMark Technologies February 1999 - November 1999
Skills
Perl, SDLC, Market Data, Unix, Trading Systems, Agile Methodologies, Enterprise Architecture, Solaris, Integration, Risk Management, Software Development, Disaster Recovery, SQL, Software Project..., Business Analysis, Java, Sybase, Unix Shell Scripting, IT Strategy, Vendor Management
Education
The University of Connecticut School of Business
MBA, Information Technology, Finance
Sarah Nix's Morgan Stanley Experience May 2004 - May 2005
Job Director at SunTrust Robinson Humphrey
Industry Real Estate
Experience
SunTrust Robinson Humphrey March 2015 - Present
SunTrust Robinson Humphrey April 2011 - Present
Suntrust Robinson Humphrey April 2008 - April 2011
SunTrust Robinson Humphrey June 2005 - April 2008
Morgan Stanley May 2004 - May 2005
Education
The University of Georgia 2000 — 2004
University of Georgia - Terry College of Business 2000 — 2004
SunTrust Robinson Humphrey March 2015 - Present
SunTrust Robinson Humphrey April 2011 - Present
Suntrust Robinson Humphrey April 2008 - April 2011
SunTrust Robinson Humphrey June 2005 - April 2008
Morgan Stanley May 2004 - May 2005
Education
The University of Georgia 2000 — 2004
University of Georgia - Terry College of Business 2000 — 2004
Mims Hillis's Morgan Stanley Experience 1993 - 1998
Job Professional Fiduciary
Industry Investment Management
Experience
MillenniuM Investment & Retirement Advisors, LLC 2008 - Present
WebSourced 2005 - 2005
DailyAccess Corporation 1998 - 2002
Morgan Stanley 1993 - 1998
Education
The University of Georgia
MillenniuM Investment & Retirement Advisors, LLC 2008 - Present
WebSourced 2005 - 2005
DailyAccess Corporation 1998 - 2002
Morgan Stanley 1993 - 1998
Education
The University of Georgia
Eric Siefert's Morgan Stanley Experience March 1993 - February 2009
Job Senior VP Raymond James
Industry Financial Services
Experience
Raymond James & Associates, Inc March 2009 - Present
Morgan Stanley March 1993 - February 2009
Skills
Series 7, Series 63, Equities, Series 24, Securities
Education
The University of Connecticut School of Business 1978 — 1982
BS, Finance
Raymond James & Associates, Inc March 2009 - Present
Morgan Stanley March 1993 - February 2009
Skills
Series 7, Series 63, Equities, Series 24, Securities
Education
The University of Connecticut School of Business 1978 — 1982
BS, Finance
Li Yan's Morgan Stanley Experience September 2007 - August 2008
Job Google
Industry Computer Software
Experience
Google August 2014 - Present
Amazon July 2013 - August 2014
google June 2012 - September 2012
imo.im 2010 - 2010
Google 2009 - 2009
Morgan Stanley September 2007 - August 2008
Microsoft September 2006 - August 2007
Skills
C++, Perl, Java, Matlab, Unix Shell Scripting, python, JavaScript, Algorithms, Python, Bioinformatics, C, Computer Science, Data Analysis, Machine Learning, Problem Solving, Programming, Programming Languages, R, Software Development, Shell Scripting
Education
University of California, Riverside 2008 — 2013
PhD
The University of Hong Kong 2004 — 2006
MS
University of Washington 2001 — 2004
MS
Tsinghua University 1996 — 2000
BS
Quzhou No.2 Middle School 1990 — 1996
High school diploma
Google August 2014 - Present
Amazon July 2013 - August 2014
google June 2012 - September 2012
imo.im 2010 - 2010
Google 2009 - 2009
Morgan Stanley September 2007 - August 2008
Microsoft September 2006 - August 2007
Skills
C++, Perl, Java, Matlab, Unix Shell Scripting, python, JavaScript, Algorithms, Python, Bioinformatics, C, Computer Science, Data Analysis, Machine Learning, Problem Solving, Programming, Programming Languages, R, Software Development, Shell Scripting
Education
University of California, Riverside 2008 — 2013
PhD
The University of Hong Kong 2004 — 2006
MS
University of Washington 2001 — 2004
MS
Tsinghua University 1996 — 2000
BS
Quzhou No.2 Middle School 1990 — 1996
High school diploma
Colleen Carroccio's Morgan Stanley Experience October 2013 - September 2015
Job Financial Advisor at Raymond James
Industry Investment Management
Experience
Raymond James Financial, Inc. September 2015 - Present
Morgan Stanley October 2013 - September 2015
Georgetown Visitation Preparatory School January 2013 - August 2013
The Organization of American States January 2012 - November 2012
The Organization of American States September 2011 - December 2011
Language Roots, Language Market, Pensaris November 2010 - April 2011
Entourage Systems, Inc. May 2009 - August 2009
Skills
Teaching, Microsoft Office, International..., Social Media, Research, Spanish, English, Public Speaking, Event Management, Leadership, Microsoft Excel, Program Management, Event Planning, Fundraising, PowerPoint, Marketing, Management, Nonprofits
Education
The University of Georgia 2006 — 2010
Bachelor of Science in Family and Consumer Sciences, Child and Family Development
Georgetown Visitation Preparatory School 2002 — 2006
High School
Raymond James Financial, Inc. September 2015 - Present
Morgan Stanley October 2013 - September 2015
Georgetown Visitation Preparatory School January 2013 - August 2013
The Organization of American States January 2012 - November 2012
The Organization of American States September 2011 - December 2011
Language Roots, Language Market, Pensaris November 2010 - April 2011
Entourage Systems, Inc. May 2009 - August 2009
Skills
Teaching, Microsoft Office, International..., Social Media, Research, Spanish, English, Public Speaking, Event Management, Leadership, Microsoft Excel, Program Management, Event Planning, Fundraising, PowerPoint, Marketing, Management, Nonprofits
Education
The University of Georgia 2006 — 2010
Bachelor of Science in Family and Consumer Sciences, Child and Family Development
Georgetown Visitation Preparatory School 2002 — 2006
High School
Saul Levy's Morgan Stanley Experience November 2000 - Present
Job Executive Director at Morgan Stanley
Industry Capital Markets
Experience
Morgan Stanley November 2000 - Present
Morgan Stanley November 2000 - Present
Skills
Series 7, Investments, Mutual Funds, Series 63, Financial Analysis, Retirement Planning, Loans, Mortgage Lending, Strategy, Insurance, Strategic Planning, 401k, Business Analysis, Leadership, Business Development, Entrepreneurship, Sales, Real Estate, Marketing, Process Improvement
Education
The University of Georgia
Morgan Stanley November 2000 - Present
Morgan Stanley November 2000 - Present
Skills
Series 7, Investments, Mutual Funds, Series 63, Financial Analysis, Retirement Planning, Loans, Mortgage Lending, Strategy, Insurance, Strategic Planning, 401k, Business Analysis, Leadership, Business Development, Entrepreneurship, Sales, Real Estate, Marketing, Process Improvement
Education
The University of Georgia
Patricia Holmes's Morgan Stanley Experience March 2003 - September 2003
Job Director, Control Officer at UBS
Industry Financial Services
Experience
UBS April 2014 - Present
UBS September 2012 - April 2014
Morgan Stanley Private Wealth Management December 2006 - October 2012
Morgan Stanley Private Wealth Management September 2003 - December 2006
Morgan Stanley March 2003 - September 2003
Merrill Lynch August 1999 - March 2003
Education
University of Houston 1996 — 1998
Graduate; B.A, Psychology
The University of Dallas 1994 — 1996
Psychology
Rice Continue Studies - French
UBS April 2014 - Present
UBS September 2012 - April 2014
Morgan Stanley Private Wealth Management December 2006 - October 2012
Morgan Stanley Private Wealth Management September 2003 - December 2006
Morgan Stanley March 2003 - September 2003
Merrill Lynch August 1999 - March 2003
Education
University of Houston 1996 — 1998
Graduate; B.A, Psychology
The University of Dallas 1994 — 1996
Psychology
Rice Continue Studies - French
Jason C Collins's Morgan Stanley Experience August 1998 - March 2003
Job Certified Flight Instructor at Falcon Aviation Academy
Industry Aviation & Aerospace
Experience
Falcon Aviation Academy June 2014 - Present
Airline Transport Professionals September 2013 - June 2014
Capitas Financial April 2012 - January 2013
The Prudential Insurance Company of America, Newark, NJ May 2011 - April 2012
Wachovia, A Wells Fargo Company March 2003 - December 2008
Morgan Stanley August 1998 - March 2003
Education
The University of Georgia 1993 — 2011
AB, Economics
Falcon Aviation Academy June 2014 - Present
Airline Transport Professionals September 2013 - June 2014
Capitas Financial April 2012 - January 2013
The Prudential Insurance Company of America, Newark, NJ May 2011 - April 2012
Wachovia, A Wells Fargo Company March 2003 - December 2008
Morgan Stanley August 1998 - March 2003
Education
The University of Georgia 1993 — 2011
AB, Economics
Paul S. Dolcimascolo, CFP®'s Morgan Stanley Experience August 2003 - September 2004
Job First Vice President Wealth Management at UBS Private Wealth Management
Industry Investment Management
Experience
UBS Wealth Management July 2014 - Present
Bernstein Private Wealth Management September 2004 - July 2014
Morgan Stanley August 2003 - September 2004
Education
The University of Georgia 1999 — 2003
BBA, Banking and Finance
University of Georgia - Terry College of Business 1999 — 2003
BBA, Banking and Finance
Berkeley Preparatory School 1995 — 1999
High School
UBS Wealth Management July 2014 - Present
Bernstein Private Wealth Management September 2004 - July 2014
Morgan Stanley August 2003 - September 2004
Education
The University of Georgia 1999 — 2003
BBA, Banking and Finance
University of Georgia - Terry College of Business 1999 — 2003
BBA, Banking and Finance
Berkeley Preparatory School 1995 — 1999
High School
Seema Mohanty's Morgan Stanley Experience 2001 - 2006
Job Managing Director at Mohanty Gargiulo LLC
Industry Financial Services
Experience
Mohanty Gargiulo LLC August 2008 - Present
UBS January 2007 - July 2008
Morgan Stanley 2001 - 2006
JPMorgan April 1995 - February 2001
Skills
Series 7, Fixed Income, Structured Products, Investment Banking, Bonds, Series 63, Derivatives, Capital Markets, Financial Modeling, Alternative Investments, Bloomberg, Securities, Hedge Funds, Investments, Structured Finance, Risk Management, Valuation, Equities
Education
The University of Chicago Booth School of Business 1992 — 1994
MBA, Finance and Economics
University of Michigan 1986 — 1990
BA, Economics
Mohanty Gargiulo LLC August 2008 - Present
UBS January 2007 - July 2008
Morgan Stanley 2001 - 2006
JPMorgan April 1995 - February 2001
Skills
Series 7, Fixed Income, Structured Products, Investment Banking, Bonds, Series 63, Derivatives, Capital Markets, Financial Modeling, Alternative Investments, Bloomberg, Securities, Hedge Funds, Investments, Structured Finance, Risk Management, Valuation, Equities
Education
The University of Chicago Booth School of Business 1992 — 1994
MBA, Finance and Economics
University of Michigan 1986 — 1990
BA, Economics
Travis Wages's Morgan Stanley Experience June 2009 - Present
Job Technology Recruiter
Industry Financial Services
Experience
Morgan Stanley June 2009 - Present
Education
The University of Findlay
Masters, Business Administration
Morgan Stanley June 2009 - Present
Education
The University of Findlay
Masters, Business Administration
Herman Schroeder, CFA's Morgan Stanley Experience January 2007 - November 2007
Job Associate Director, Investment Banking
Industry Banking
Experience
UBS Investment Bank July 2014 - Present
The Gladstone Companies January 2014 - March 2014
UBS Investment Bank June 2013 - August 2013
KPMG September 2008 - August 2012
Morgan Stanley January 2007 - November 2007
UBS January 2006 - December 2006
Imalivest August 2005 - January 2006
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Due Diligence, Private Equity, IFRS, Investment Banking, Financial Reporting, Business Valuation, Capital Markets, Mergers & Acquisitions, Equities, Internal Controls, Bloomberg, Investments, Accounting, Hedge Funds, Financial Accounting, Derivatives, Auditing, Finance
Education
University of Virginia - Darden Graduate School of Business Administration 2012 — 2014
The University of Edinburgh 2001 — 2005
Master of Arts (M.A.), Economics and Accounting
Wellington College 1999 — 2001
Saint Stithians 1996 — 1999
UBS Investment Bank July 2014 - Present
The Gladstone Companies January 2014 - March 2014
UBS Investment Bank June 2013 - August 2013
KPMG September 2008 - August 2012
Morgan Stanley January 2007 - November 2007
UBS January 2006 - December 2006
Imalivest August 2005 - January 2006
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Due Diligence, Private Equity, IFRS, Investment Banking, Financial Reporting, Business Valuation, Capital Markets, Mergers & Acquisitions, Equities, Internal Controls, Bloomberg, Investments, Accounting, Hedge Funds, Financial Accounting, Derivatives, Auditing, Finance
Education
University of Virginia - Darden Graduate School of Business Administration 2012 — 2014
The University of Edinburgh 2001 — 2005
Master of Arts (M.A.), Economics and Accounting
Wellington College 1999 — 2001
Saint Stithians 1996 — 1999
Scott Ragazzini's Morgan Stanley Experience February 2015 - Present
Job Senior Associate Finance Transformation at EXL Service
Industry Information Technology and Services
Experience
Morgan Stanley February 2015 - Present
EXL Service November 2012 - February 2015
PricewaterhouseCoopers July 2009 - November 2012
Skills
Sarbanes-Oxley Act
Education
The University of Connecticut School of Business 2006 — 2008
BSBA, Accounting
Morgan Stanley February 2015 - Present
EXL Service November 2012 - February 2015
PricewaterhouseCoopers July 2009 - November 2012
Skills
Sarbanes-Oxley Act
Education
The University of Connecticut School of Business 2006 — 2008
BSBA, Accounting
Scott Stern's Morgan Stanley Experience June 2007 - August 2007
Job MBA Candidate at The University of Chicago Booth School of Business
Industry Higher Education
Experience
Qore Performance March 2014 - June 2015
DC Energy, LLC November 2010 - March 2014
DC Energy, LLC September 2008 - November 2010
Morgan Stanley June 2007 - August 2007
Stern Capital, LLC June 2006 - August 2006
Arch Aluminum & Glass June 2004 - August 2005
Skills
Valuation, Statistical Modeling, Quantitative Analytics, Research, R, Financial Modeling, Microsoft Office, Data Analysis, jQuery, Investments, Electricity Markets, Econometrics, MISO, Economics, Stata, Strategy
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Washington University in St. Louis 2004 — 2008
BA, Economics, Mathematics
University College London, U. of London 2007 — 2007
Economics, Mathematics
Qore Performance March 2014 - June 2015
DC Energy, LLC November 2010 - March 2014
DC Energy, LLC September 2008 - November 2010
Morgan Stanley June 2007 - August 2007
Stern Capital, LLC June 2006 - August 2006
Arch Aluminum & Glass June 2004 - August 2005
Skills
Valuation, Statistical Modeling, Quantitative Analytics, Research, R, Financial Modeling, Microsoft Office, Data Analysis, jQuery, Investments, Electricity Markets, Econometrics, MISO, Economics, Stata, Strategy
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Washington University in St. Louis 2004 — 2008
BA, Economics, Mathematics
University College London, U. of London 2007 — 2007
Economics, Mathematics
Albert You's Morgan Stanley Experience July 2011 - Present
Job Fixed Income Sales at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley July 2011 - Present
Skills
Investment Banking, Sales and Trading, Fixed Income, Interest Rates, Liquid flow rates, Credit, Derivatives, Capital Markets, Bloomberg, FX Options, Structured Products
Education
The University of Hong Kong 2010 — 2011
Master's Degree, Economics, Dean's list
University of International Business and Economics 2006 — 2010
Bachelor's Degree, Finance, Top 2% distinction
Morgan Stanley July 2011 - Present
Skills
Investment Banking, Sales and Trading, Fixed Income, Interest Rates, Liquid flow rates, Credit, Derivatives, Capital Markets, Bloomberg, FX Options, Structured Products
Education
The University of Hong Kong 2010 — 2011
Master's Degree, Economics, Dean's list
University of International Business and Economics 2006 — 2010
Bachelor's Degree, Finance, Top 2% distinction
Ava Arjmand's Morgan Stanley Experience May 2007 - August 2007
Job Private Wealth Relationship Manager
Industry Financial Services
Experience
Merrill Lynch August 2015 - Present
Merrill Lynch Private Banking & Investments (PBIG) August 2014 - Present
Merrill Lynch October 2007 - Present
Merrill Lynch January 2011 - July 2011
Morgan Stanley May 2007 - August 2007
Skills
Customer Service, Microsoft Office, Microsoft Excel, Research, PowerPoint, Strategic Planning, Microsoft Word, Public Speaking, Negotiation, Outlook, Event Planning, Budgets, Salesforce.com, ThomsonOne, Series 7, Uniform Combined State..., Investments, Strategic Financial..., Wealth Management, Financial Services, Series 65, Series 63, Asset Allocation, Investment Strategies, 401k Rollovers, Mutual Funds, Securities, Investment Advisory, Retirement, Financial Planning, Asset Management, Leadership, Wealth, Financial Analysis, Portfolio Management, Estate Planning, Management, Finance, Retirement Planning, FINRA, Risk Management
Education
The University of Georgia 2003 — 2007
Bachelor of Business Administration (BBA), Marketing, Finance
Merrill Lynch August 2015 - Present
Merrill Lynch Private Banking & Investments (PBIG) August 2014 - Present
Merrill Lynch October 2007 - Present
Merrill Lynch January 2011 - July 2011
Morgan Stanley May 2007 - August 2007
Skills
Customer Service, Microsoft Office, Microsoft Excel, Research, PowerPoint, Strategic Planning, Microsoft Word, Public Speaking, Negotiation, Outlook, Event Planning, Budgets, Salesforce.com, ThomsonOne, Series 7, Uniform Combined State..., Investments, Strategic Financial..., Wealth Management, Financial Services, Series 65, Series 63, Asset Allocation, Investment Strategies, 401k Rollovers, Mutual Funds, Securities, Investment Advisory, Retirement, Financial Planning, Asset Management, Leadership, Wealth, Financial Analysis, Portfolio Management, Estate Planning, Management, Finance, Retirement Planning, FINRA, Risk Management
Education
The University of Georgia 2003 — 2007
Bachelor of Business Administration (BBA), Marketing, Finance
William Warbington's Morgan Stanley Experience August 1995 - July 1999
Job Lead Caterer Midtown at Fresh To Order, F2O
Industry Events Services
Experience
Fresh To Order, F2O February 2011 - Present
Atlanta Journal-Constitution November 2008 - Present
Zifty.com September 2007 - January 2011
Charles Schwab July 1999 - September 2007
Morgan Stanley August 1995 - July 1999
Bank of America Securities July 1993 - July 1995
Dean Witter Discover January 1992 - June 1993
Skills
Customer Relations, Customer Service, Word, Excel, Retail, Public Speaking, Research, Financial Analysis, Writing, Problem Solving, Insurance, Event Planning, Negotiation
Education
The University of Georgia 1987 — 1991
Bachelors of Business Administration, Accounting
Newton County High School 1983 — 1987
Honors, Diploma
Fresh To Order, F2O February 2011 - Present
Atlanta Journal-Constitution November 2008 - Present
Zifty.com September 2007 - January 2011
Charles Schwab July 1999 - September 2007
Morgan Stanley August 1995 - July 1999
Bank of America Securities July 1993 - July 1995
Dean Witter Discover January 1992 - June 1993
Skills
Customer Relations, Customer Service, Word, Excel, Retail, Public Speaking, Research, Financial Analysis, Writing, Problem Solving, Insurance, Event Planning, Negotiation
Education
The University of Georgia 1987 — 1991
Bachelors of Business Administration, Accounting
Newton County High School 1983 — 1987
Honors, Diploma
Michael Monk's Morgan Stanley Experience 2010 - 2012
Job Director at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey April 2014 - Present
Goldman Sachs 2012 - April 2014
Morgan Stanley 2010 - 2012
Credit Suisse 2005 - 2010
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) 1998 - 2002
Skills
Investment Banking, Valuation, Capital Markets
Education
University of Virginia Darden School of Business 2003 — 2005
MBA
The University of Georgia 1994 — 1998
BBA, Finance
SunTrust Robinson Humphrey April 2014 - Present
Goldman Sachs 2012 - April 2014
Morgan Stanley 2010 - 2012
Credit Suisse 2005 - 2010
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) 1998 - 2002
Skills
Investment Banking, Valuation, Capital Markets
Education
University of Virginia Darden School of Business 2003 — 2005
MBA
The University of Georgia 1994 — 1998
BBA, Finance
Anthony Bihl's Morgan Stanley Experience January 2013 - Present
Job Vice President Prime Brokerage
Industry Financial Services
Experience
Morgan Stanley January 2013 - Present
Morgan Stanley January 2011 - December 2012
Morgan Stanley January 2009 - December 2010
Skills
Equities, Financial Analysis, Fixed Income, Hedge Funds, Management
Education
The University of Connecticut School of Business 2002 — 2006
Bachelor of Science, Finance
Morgan Stanley January 2013 - Present
Morgan Stanley January 2011 - December 2012
Morgan Stanley January 2009 - December 2010
Skills
Equities, Financial Analysis, Fixed Income, Hedge Funds, Management
Education
The University of Connecticut School of Business 2002 — 2006
Bachelor of Science, Finance
tiffany gibbs's Morgan Stanley Experience July 1999 - July 2011
Job Vice President at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs July 2011 - Present
Morgan Stanley July 1999 - July 2011
Education
The University of Chicago Booth School of Business
Master of Business Administration (MBA)
University of California, Los Angeles
Bachelor's degree
Goldman Sachs July 2011 - Present
Morgan Stanley July 1999 - July 2011
Education
The University of Chicago Booth School of Business
Master of Business Administration (MBA)
University of California, Los Angeles
Bachelor's degree
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS