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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Morgan Stanley Employees
Employee
Years
Job
Industry
S. Alan McKnight, Jr, CFA S. Alan McKnight, Jr, CFA's Morgan Stanley Experience August 2002 - June 2006
Job Chief Investment Officer
Industry Investment Management
Experience
Regions Asset Management April 2015 - Present
SunTrust Bank September 2012 - March 2015
Balentine January 2010 - September 2012
SunTrust Institutional Investment Advisors July 2006 - March 2010
Morgan Stanley August 2002 - June 2006
Equitable Asset Management September 1997 - May 1999
Wachovia Securities (I/JL) October 1995 - September 1997
Skills
Portfolio Management, Asset Managment, Financial Modeling, Equities, Financial Analysis, Valuation, Due Diligence, Investments, Risk Management, Fixed Income, Investment Management, Trading, Investment Strategies, Mutual Funds, Hedge Funds, Wealth Management, Equity Research, Asset Management, Private Equity, Strategy, Finance, Alternative Investments, Relationship Management, Financial Services, Institutional..., Asset Allocation, Investment Banking, Investment Advisory, Wealth Management...
Education
The University of Texas at Austin - Red McCombs School of Business 2000 — 2002
MBA, Finance
Washington and Lee University 1990 — 1994
Bachelor of Arts, Economics
The Kinkaid School 1986 — 1990
Regions Asset Management April 2015 - Present
SunTrust Bank September 2012 - March 2015
Balentine January 2010 - September 2012
SunTrust Institutional Investment Advisors July 2006 - March 2010
Morgan Stanley August 2002 - June 2006
Equitable Asset Management September 1997 - May 1999
Wachovia Securities (I/JL) October 1995 - September 1997
Skills
Portfolio Management, Asset Managment, Financial Modeling, Equities, Financial Analysis, Valuation, Due Diligence, Investments, Risk Management, Fixed Income, Investment Management, Trading, Investment Strategies, Mutual Funds, Hedge Funds, Wealth Management, Equity Research, Asset Management, Private Equity, Strategy, Finance, Alternative Investments, Relationship Management, Financial Services, Institutional..., Asset Allocation, Investment Banking, Investment Advisory, Wealth Management...
Education
The University of Texas at Austin - Red McCombs School of Business 2000 — 2002
MBA, Finance
Washington and Lee University 1990 — 1994
Bachelor of Arts, Economics
The Kinkaid School 1986 — 1990
Adam Horn Adam Horn's Morgan Stanley Experience December 2012 - December 2013
Job Owner/Founder at Capitol Street Solutions
Industry Information Technology and Services
Experience
Capitol Street Solutions December 2013 - Present
Morgan Stanley December 2012 - December 2013
University of Houston August 2011 - December 2012
MPI 2009 - 2010
Adam Landscaping and Irrigation 2002 - 2009
Skills
Business Strategy, Financial Analysis, Strategic Planning, Cross-functional Team..., Leadership, Training, Change Management, Enterprise Software, Business Development, Management, Project Management, Employee Training, Management Consulting, Spanish, Access, Microsoft Office, Program Management
Education
University of Houston, C.T. Bauer College of Business 2008 — 2011
MBA, Finance
The University of Texas at Austin 2005 — 2008
Bachelor of Arts (B.A.), Urban Development
Capitol Street Solutions December 2013 - Present
Morgan Stanley December 2012 - December 2013
University of Houston August 2011 - December 2012
MPI 2009 - 2010
Adam Landscaping and Irrigation 2002 - 2009
Skills
Business Strategy, Financial Analysis, Strategic Planning, Cross-functional Team..., Leadership, Training, Change Management, Enterprise Software, Business Development, Management, Project Management, Employee Training, Management Consulting, Spanish, Access, Microsoft Office, Program Management
Education
University of Houston, C.T. Bauer College of Business 2008 — 2011
MBA, Finance
The University of Texas at Austin 2005 — 2008
Bachelor of Arts (B.A.), Urban Development
Ambrish Vasudevan Ambrish Vasudevan's Morgan Stanley Experience June 2013 - July 2015
Job Associate at Global Infrastructure Partners
Industry Venture Capital & Private Equity
Experience
Global Infrastructure Partners August 2015 - Present
Morgan Stanley June 2013 - July 2015
Perella Weinberg Partners March 2012 - March 2013
Merrill Lynch May 2011 - August 2011
Education
The University of Texas at Austin 2009 — 2013
BBA, Finance
Global Infrastructure Partners August 2015 - Present
Morgan Stanley June 2013 - July 2015
Perella Weinberg Partners March 2012 - March 2013
Merrill Lynch May 2011 - August 2011
Education
The University of Texas at Austin 2009 — 2013
BBA, Finance
Trung Vu Trung Vu's Morgan Stanley Experience May 2008 - August 2008
Job Senior Software Developer at Insurance Zebra
Industry Information Technology and Services
Experience
TheZebra.com April 2013 - Present
HomeAway.com April 2012 - April 2013
HomeAway.com January 2011 - April 2012
Bazaarvoice May 2010 - August 2010
Amazon.com May 2009 - August 2009
IBM January 2009 - May 2009
Morgan Stanley May 2008 - August 2008
HBK Capital Management May 2007 - August 2007
Skills
Java, SaaS, Data Mining, Ruby, Spring, Solr, C#, Ruby on Rails, Maven, Machine Learning, Java Enterprise Edition, REST, jQuery, Web Applications, Scrum, MySQL, Agile Methodologies, Scalability, Databases
Education
The University of Texas at Austin 2006 — 2010
Master of Science, Computer Science
The University of Texas at Austin 2006 — 2010
Bachelor of Science, Computer Science
Venture Lab
TheZebra.com April 2013 - Present
HomeAway.com April 2012 - April 2013
HomeAway.com January 2011 - April 2012
Bazaarvoice May 2010 - August 2010
Amazon.com May 2009 - August 2009
IBM January 2009 - May 2009
Morgan Stanley May 2008 - August 2008
HBK Capital Management May 2007 - August 2007
Skills
Java, SaaS, Data Mining, Ruby, Spring, Solr, C#, Ruby on Rails, Maven, Machine Learning, Java Enterprise Edition, REST, jQuery, Web Applications, Scrum, MySQL, Agile Methodologies, Scalability, Databases
Education
The University of Texas at Austin 2006 — 2010
Master of Science, Computer Science
The University of Texas at Austin 2006 — 2010
Bachelor of Science, Computer Science
Venture Lab
Sara Bemporad Sara Bemporad's Morgan Stanley Experience June 2013 - August 2013
Job Healthcare IT Business Analyst at Public Consulting Group
Industry International Trade and Development
Experience
Public Consulting Group September 2014 - Present
Office of the Governor, State of Texas January 2014 - May 2014
Morgan Stanley June 2013 - August 2013
Skills
Forecasting, Microsoft Excel, Data Analysis, Strategy, Business Strategy, Business Analysis, Economics, Risk Management, Time Management, Accounting, Research, Program Management
Education
The University of Texas at Austin 2010 — 2014
Bachelor of Arts (B.A.), Economics
Public Consulting Group September 2014 - Present
Office of the Governor, State of Texas January 2014 - May 2014
Morgan Stanley June 2013 - August 2013
Skills
Forecasting, Microsoft Excel, Data Analysis, Strategy, Business Strategy, Business Analysis, Economics, Risk Management, Time Management, Accounting, Research, Program Management
Education
The University of Texas at Austin 2010 — 2014
Bachelor of Arts (B.A.), Economics
Jason LI, CFA Jason LI, CFA's Morgan Stanley Experience 2004 - 2005
Job Specializing in equity investment research / sales and portfolio / wealth management with niche in natural resources
Industry Financial Services
Experience
UBS Wealth Management 2014 - 2015
Mizuho Securities Asia 2010 - 2011
Daiwa Capital Markets Hong Kong Ltd. April 2008 - March 2010
Goldman Sachs 2007 - 2008
HSBC Capital Markets 2006 - 2007
CIBC World Markets 2005 - 2006
Morgan Stanley 2004 - 2005
Daimler Chrysler 2000 - 2002
Skills
Mining, Gold, Coal, Metals, Commodity, Corporate Finance, Iron Ore, Equities, Valuation, Equity Research, Private Equity, Business Strategy, Derivatives, Investment Banking, Finance, Portfolio Management
Education
University of Michigan - Stephen M. Ross School of Business
MBA, Finance
University of Cincinnati
Master of Science (M.S.), Engineering
The University of Texas
UBS Wealth Management 2014 - 2015
Mizuho Securities Asia 2010 - 2011
Daiwa Capital Markets Hong Kong Ltd. April 2008 - March 2010
Goldman Sachs 2007 - 2008
HSBC Capital Markets 2006 - 2007
CIBC World Markets 2005 - 2006
Morgan Stanley 2004 - 2005
Daimler Chrysler 2000 - 2002
Skills
Mining, Gold, Coal, Metals, Commodity, Corporate Finance, Iron Ore, Equities, Valuation, Equity Research, Private Equity, Business Strategy, Derivatives, Investment Banking, Finance, Portfolio Management
Education
University of Michigan - Stephen M. Ross School of Business
MBA, Finance
University of Cincinnati
Master of Science (M.S.), Engineering
The University of Texas
Michael Metcalf Michael Metcalf's Morgan Stanley Experience 2003 - 2005
Job Business Development / Mergers & Acquisitions at Alcon, a Novartis company
Industry Pharmaceuticals
Experience
Alcon, a Novartis company May 2015 - Present
Dallas Permian Partners January 2015 - Present
Independent Bankers Capital Funds January 2010 - January 2015
BankCap Partners June 2009 - October 2009
Harris Williams & Co. June 2008 - August 2008
JP Morgan November 2005 - July 2007
Morgan Stanley 2003 - 2005
Skills
Financial Modeling, Valuation, Private Equity, Investments, Financial Analysis, Corporate Finance, Due Diligence, LBO, Portfolio Management, Alternative Investments, Asset Managment, Mergers, Finance, Mergers & Acquisitions, Asset Management
Education
Vanderbilt University - Owen Graduate School of Management 2007 — 2009
M.B.A., Finance, Accounting, Real Estate
The University of Texas at Austin 1999 — 2003
B.S., Corporate Communication
Alcon, a Novartis company May 2015 - Present
Dallas Permian Partners January 2015 - Present
Independent Bankers Capital Funds January 2010 - January 2015
BankCap Partners June 2009 - October 2009
Harris Williams & Co. June 2008 - August 2008
JP Morgan November 2005 - July 2007
Morgan Stanley 2003 - 2005
Skills
Financial Modeling, Valuation, Private Equity, Investments, Financial Analysis, Corporate Finance, Due Diligence, LBO, Portfolio Management, Alternative Investments, Asset Managment, Mergers, Finance, Mergers & Acquisitions, Asset Management
Education
Vanderbilt University - Owen Graduate School of Management 2007 — 2009
M.B.A., Finance, Accounting, Real Estate
The University of Texas at Austin 1999 — 2003
B.S., Corporate Communication
Aneil Kochar Aneil Kochar's Morgan Stanley Experience June 2012 - July 2014
Job Associate at EIG Global Energy Partners
Industry Oil & Energy
Experience
EIG Global Energy Partners August 2014 - Present
Morgan Stanley June 2012 - July 2014
Skills
Financial Analysis, Financial Modeling, Valuation, Corporate Finance, Microsoft Excel, Finance, Investments, Accounting, Mergers, Economics, Due Diligence, Bloomberg, Investment Banking, Mergers & Acquisitions, Private Equity, Equities
Education
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2012
Master's in Professional Accounting
WU (Vienna University of Economics and Business) 2010 — 2010
Bachelor, General Business Administration
Strake Jesuit College Preparatory 2003 — 2007
EIG Global Energy Partners August 2014 - Present
Morgan Stanley June 2012 - July 2014
Skills
Financial Analysis, Financial Modeling, Valuation, Corporate Finance, Microsoft Excel, Finance, Investments, Accounting, Mergers, Economics, Due Diligence, Bloomberg, Investment Banking, Mergers & Acquisitions, Private Equity, Equities
Education
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2012
Master's in Professional Accounting
WU (Vienna University of Economics and Business) 2010 — 2010
Bachelor, General Business Administration
Strake Jesuit College Preparatory 2003 — 2007
Ben Harrison Ben Harrison's Morgan Stanley Experience September 2014 - Present
Job Private Equity Associate at Morgan Stanley
Industry Venture Capital & Private Equity
Experience
Morgan Stanley September 2014 - Present
Jefferies July 2012 - September 2014
UT Austin August 2007 - December 2011
Skills
Financial Modeling, Financial Analysis, Capital IQ, Bloomberg, Investment Banking, Corporate Finance, Energy Industry, Private Equity, Due Diligence
Education
The University of Texas at Austin - Red McCombs School of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Corporate Finance
Taylor Highschool
Morgan Stanley September 2014 - Present
Jefferies July 2012 - September 2014
UT Austin August 2007 - December 2011
Skills
Financial Modeling, Financial Analysis, Capital IQ, Bloomberg, Investment Banking, Corporate Finance, Energy Industry, Private Equity, Due Diligence
Education
The University of Texas at Austin - Red McCombs School of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Corporate Finance
Taylor Highschool
Shantanu Singh Shantanu Singh's Morgan Stanley Experience 2014 - Present
Job Global Capital Markets Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2014 - Present
Goldman Sachs June 2013 - August 2013
The Horn September 2012 - December 2012
Goldman Sachs June 2012 - August 2012
Northwestern Mutual June 2011 - August 2011
Plano Star-Courier August 2009 - January 2010
104.9FM- Radio Salaam Namaste September 2008 - January 2010
Skills
Sports, Financial Analysis, Microsoft Excel, Financial Modeling, Corporate Finance, Finance, PowerPoint, Investments, Bloomberg, Economics, Microsoft Office, Microsoft Word, Coaching, Valuation, Data Analysis
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2014
Business Honors Program, Finance
Morgan Stanley 2014 - Present
Goldman Sachs June 2013 - August 2013
The Horn September 2012 - December 2012
Goldman Sachs June 2012 - August 2012
Northwestern Mutual June 2011 - August 2011
Plano Star-Courier August 2009 - January 2010
104.9FM- Radio Salaam Namaste September 2008 - January 2010
Skills
Sports, Financial Analysis, Microsoft Excel, Financial Modeling, Corporate Finance, Finance, PowerPoint, Investments, Bloomberg, Economics, Microsoft Office, Microsoft Word, Coaching, Valuation, Data Analysis
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2014
Business Honors Program, Finance
Jacob Levi Jacob Levi's Morgan Stanley Experience January 2012 - August 2012
Job Portfolio Analyst at Capital One
Industry Financial Services
Experience
Capital One June 2014 - Present
Fidelity Investments May 2013 - August 2013
Morgan Stanley January 2012 - August 2012
Rolling Hills Country Club April 2008 - August 2010
Allianz March 2010 - June 2010
Skills
Financial Analysis, Financial Modeling, Bloomberg, Business Development, Microsoft Excel, Valuation
Education
The University of Texas at Austin 2010 — 2014
Bachelor of Business Administration (BBA), Major: Corporate Finance Minor: Accounting and Mandarin Chinese
Staples High School
The University of Texas at Austin
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
Capital One June 2014 - Present
Fidelity Investments May 2013 - August 2013
Morgan Stanley January 2012 - August 2012
Rolling Hills Country Club April 2008 - August 2010
Allianz March 2010 - June 2010
Skills
Financial Analysis, Financial Modeling, Bloomberg, Business Development, Microsoft Excel, Valuation
Education
The University of Texas at Austin 2010 — 2014
Bachelor of Business Administration (BBA), Major: Corporate Finance Minor: Accounting and Mandarin Chinese
Staples High School
The University of Texas at Austin
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
Joe Stassi Joe Stassi's Morgan Stanley Experience January 2005 - August 2007
Job Financial Advisor at Upstream Investment Partners LLC /Sigma Financial Corporation
Industry Financial Services
Experience
Upstream Investment Partners LLC /Sigma Financial Corporation September 2012 - Present
Williams Financial Group September 2010 - September 2012
Amerprise Financial August 2007 - September 2010
Morgan Stanley January 2005 - August 2007
Smith Barney August 1997 - January 2005
Texas Commerce Bank/Chase Bank of Texas December 1996 - August 1997
Education
University of Houston 1991 — 1993
Master of Business Administration (MBA), Finance, General
The University of Texas at Austin 1984 — 1986
BS, Communications
Upstream Investment Partners LLC /Sigma Financial Corporation September 2012 - Present
Williams Financial Group September 2010 - September 2012
Amerprise Financial August 2007 - September 2010
Morgan Stanley January 2005 - August 2007
Smith Barney August 1997 - January 2005
Texas Commerce Bank/Chase Bank of Texas December 1996 - August 1997
Education
University of Houston 1991 — 1993
Master of Business Administration (MBA), Finance, General
The University of Texas at Austin 1984 — 1986
BS, Communications
Taylor Sulser Taylor Sulser's Morgan Stanley Experience June 2011 - August 2011
Job Financial Analyst
Industry Financial Services
Experience
The BVA Group LLC September 2014 - Present
CenterPoint Energy June 2012 - September 2014
Morgan Stanley June 2011 - August 2011
Loring Ward June 2010 - August 2010
Skills
Financial Modeling, Microsoft Excel, Corporate Finance, PowerPoint, Microsoft Office, Financial Analysis, Forecasting, Presentations, Strategic Financial..., Teamwork, Incentive Programs, Performance Reporting, Corporate Budgeting
Education
The University of Texas at Austin 2008 — 2012
Bachelor's Degree, Business Administration, Corporate Finance
The BVA Group LLC September 2014 - Present
CenterPoint Energy June 2012 - September 2014
Morgan Stanley June 2011 - August 2011
Loring Ward June 2010 - August 2010
Skills
Financial Modeling, Microsoft Excel, Corporate Finance, PowerPoint, Microsoft Office, Financial Analysis, Forecasting, Presentations, Strategic Financial..., Teamwork, Incentive Programs, Performance Reporting, Corporate Budgeting
Education
The University of Texas at Austin 2008 — 2012
Bachelor's Degree, Business Administration, Corporate Finance
Sanah Virani Sanah Virani's Morgan Stanley Experience May 2013 - August 2013
Job Advisory Associate at KPMG US
Industry Financial Services
Experience
KPMG US August 2014 - Present
Morgan Stanley May 2013 - August 2013
SALI Fund Services September 2012 - March 2013
Amaya Clinic May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, Social Media, Sports, Microsoft Word, Customer Service, Teamwork, Data Entry, Data Analysis, Access, Leadership, PowerPoint, Financial Analysis, Finance, Public Speaking, Research, Financial Modeling, Accounting, Analysis, Sales, Corporate Finance
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2014
Bachelor of Business Administration (BBA), Finance, General
Clements High School
KPMG US August 2014 - Present
Morgan Stanley May 2013 - August 2013
SALI Fund Services September 2012 - March 2013
Amaya Clinic May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, Social Media, Sports, Microsoft Word, Customer Service, Teamwork, Data Entry, Data Analysis, Access, Leadership, PowerPoint, Financial Analysis, Finance, Public Speaking, Research, Financial Modeling, Accounting, Analysis, Sales, Corporate Finance
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2014
Bachelor of Business Administration (BBA), Finance, General
Clements High School
Urmil Shah Urmil Shah's Morgan Stanley Experience 2011 - 2014
Job Change Strategist, Leadership Developer, Advisor
Industry Financial Services
Experience
Invesco US December 2014 - Present
Bobcat, Inc 2014 - 2014
Morgan Stanley 2011 - 2014
Ameriprise Financial Services, Inc. 2005 - 2011
Education
The University of Texas at Austin 2000 — 2004
Bachelor of Arts (B.A.), Economics
The University of Texas at Austin 2000 — 2004
Bachelor of Business Administration (BBA), Finance
Invesco US December 2014 - Present
Bobcat, Inc 2014 - 2014
Morgan Stanley 2011 - 2014
Ameriprise Financial Services, Inc. 2005 - 2011
Education
The University of Texas at Austin 2000 — 2004
Bachelor of Arts (B.A.), Economics
The University of Texas at Austin 2000 — 2004
Bachelor of Business Administration (BBA), Finance
C.J. Haynes-Dale C.J. Haynes-Dale's Morgan Stanley Experience June 2015 - August 2015
Job MBA Candidate, Class of 2016, Rice University Jesse H. Jones Graduate School of Management
Industry Financial Services
Experience
Morgan Stanley June 2015 - August 2015
J.P. Morgan Asset Management July 2011 - July 2014
J.P. Morgan Asset Management June 2010 - August 2010
Skills
Portfolio construction..., Emerging Market equity..., Pitch book preparation,..., Economics, Hedge Funds, Investments, Portfolio Management, Bloomberg, Alternative Investments, Financial Modeling, Valuation, Investment Banking, Corporate Finance, Equities, Asset Management, Equity Research, Private Equity, Bloomberg Terminal, Fixed Income, Series 7, Emerging Markets, Capital Markets, Due Diligence, Asset Allocation, Financial Analysis
Education
Rice University - Jesse H. Jones Graduate School of Business 2014 — 2016
Master of Business Administration (MBA)
The University of Texas at Austin - Red McCombs School of Business 2007 — 2011
BBA, Finance
London School of Economics 2009 — 2009
Morgan Stanley June 2015 - August 2015
J.P. Morgan Asset Management July 2011 - July 2014
J.P. Morgan Asset Management June 2010 - August 2010
Skills
Portfolio construction..., Emerging Market equity..., Pitch book preparation,..., Economics, Hedge Funds, Investments, Portfolio Management, Bloomberg, Alternative Investments, Financial Modeling, Valuation, Investment Banking, Corporate Finance, Equities, Asset Management, Equity Research, Private Equity, Bloomberg Terminal, Fixed Income, Series 7, Emerging Markets, Capital Markets, Due Diligence, Asset Allocation, Financial Analysis
Education
Rice University - Jesse H. Jones Graduate School of Business 2014 — 2016
Master of Business Administration (MBA)
The University of Texas at Austin - Red McCombs School of Business 2007 — 2011
BBA, Finance
London School of Economics 2009 — 2009
Natalie Dixon Natalie Dixon's Morgan Stanley Experience April 2015 - Present
Job Wealth Advisory Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2015 - Present
Great-West Financial July 2013 - April 2015
Charles Schwab September 2012 - June 2013
Wells Fargo December 2011 - September 2012
Northwestern Mutual June 2011 - November 2011
Skills
Customer Service, Microsoft Office, Accuracy, Internal Communications, Conversational Spanish, Time Management, Goal Oriented, Sales, Spanish, Financial Analysis, Leadership, Access, Series 7, Microsoft Excel, Retirement Planning, PowerPoint, Marketing, Investments, Mutual Funds, Finance, Insurance, Team Leadership, Securities, Analysis, Training, Strategic Financial..., Risk Management, Financial Modeling
Education
The University of Texas at Austin 2010 — 2012
BA, Economics
Morgan Stanley April 2015 - Present
Great-West Financial July 2013 - April 2015
Charles Schwab September 2012 - June 2013
Wells Fargo December 2011 - September 2012
Northwestern Mutual June 2011 - November 2011
Skills
Customer Service, Microsoft Office, Accuracy, Internal Communications, Conversational Spanish, Time Management, Goal Oriented, Sales, Spanish, Financial Analysis, Leadership, Access, Series 7, Microsoft Excel, Retirement Planning, PowerPoint, Marketing, Investments, Mutual Funds, Finance, Insurance, Team Leadership, Securities, Analysis, Training, Strategic Financial..., Risk Management, Financial Modeling
Education
The University of Texas at Austin 2010 — 2012
BA, Economics
Alex Beckham Alex Beckham's Morgan Stanley Experience May 2014 - August 2014
Job Analyst at The Claro Group
Industry Financial Services
Experience
The Claro Group July 2015 - Present
St. Andrew's Episcopal School, Austin February 2012 - May 2015
Morgan Stanley May 2014 - August 2014
The Claro Group June 2012 - August 2012
Skills
Spanish-speaking, Organization, Leadership, Teach Others, Problem Solving, Finance, Corporate Finance, Money, Money Market, Chartered Financial..., Investment Banking, Financial Advisory, Banking, Securities, Microsoft Excel, Teamwork, Social Skills, Friendly Personality, Phone Etiquette, Client Relations Skills, Manage Client..., Maintaining...
Education
The University of Texas at Austin 2011 — 2015
Bachelor's degree, Finance, General
The University of Texas at Austin
The Claro Group July 2015 - Present
St. Andrew's Episcopal School, Austin February 2012 - May 2015
Morgan Stanley May 2014 - August 2014
The Claro Group June 2012 - August 2012
Skills
Spanish-speaking, Organization, Leadership, Teach Others, Problem Solving, Finance, Corporate Finance, Money, Money Market, Chartered Financial..., Investment Banking, Financial Advisory, Banking, Securities, Microsoft Excel, Teamwork, Social Skills, Friendly Personality, Phone Etiquette, Client Relations Skills, Manage Client..., Maintaining...
Education
The University of Texas at Austin 2011 — 2015
Bachelor's degree, Finance, General
The University of Texas at Austin
Manbir (Manny) Singh Manbir (Manny) Singh's Morgan Stanley Experience February 2011 - April 2012
Job Business Analyst ll at Santander Consumer USA Inc.
Industry Information Technology and Services
Experience
Santander Consumer USA Inc. December 2013 - Present
Etherios-Platinum Salesforce.com Partner July 2012 - November 2013
Morgan Stanley February 2011 - April 2012
Education
The University of Texas at Dallas
Management Information Systems, Management Information Systems
Santander Consumer USA Inc. December 2013 - Present
Etherios-Platinum Salesforce.com Partner July 2012 - November 2013
Morgan Stanley February 2011 - April 2012
Education
The University of Texas at Dallas
Management Information Systems, Management Information Systems
Anna Edelman Anna Edelman's Morgan Stanley Experience May 2013 - July 2013
Job Retail Strategist at EDENS
Industry
Experience
EDENS August 2015 - Present
Stream Realty Partners June 2014 - August 2014
Morgan Stanley May 2013 - July 2013
The Stork Club June 2011 - August 2012
Tootsies December 2009 - August 2010
Tootsies June 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Social Media, Teamwork, English, Windows
Education
The University of Texas at Austin 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General, Junior
EDENS August 2015 - Present
Stream Realty Partners June 2014 - August 2014
Morgan Stanley May 2013 - July 2013
The Stork Club June 2011 - August 2012
Tootsies December 2009 - August 2010
Tootsies June 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Social Media, Teamwork, English, Windows
Education
The University of Texas at Austin 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General, Junior
Wade Fagen Wade Fagen's Morgan Stanley Experience June 2011 - August 2011
Job Teaching Assistant Professor
Industry Computer Software
Experience
University of Illinois at Urbana-Champaign July 2013 - Present
Morgan Stanley June 2011 - August 2011
Morgan Stanley June 2010 - August 2010
Google May 2009 - August 2009
Cisco Systems May 2008 - August 2008
Skills
Distributed Systems, Computer Science, Data Structures, Systems Programming, C#, Java, JavaScript, C, PHP, Object Oriented Design, Rapid Prototyping, JSON, AJAX, Network Programming, Python, Linux, Algorithms
Education
University of Illinois at Urbana-Champaign 2006 — 2013
PhD, Computer Science
The University of Texas at Dallas 2005 — 2006
MS w/ Thesis, Computer Science, 4.0
The University of Texas at Dallas 2003 — 2005
BS with Thesis, Summa Cum Laude Honors, Software Engineering, 4.0
University of Illinois at Urbana-Champaign July 2013 - Present
Morgan Stanley June 2011 - August 2011
Morgan Stanley June 2010 - August 2010
Google May 2009 - August 2009
Cisco Systems May 2008 - August 2008
Skills
Distributed Systems, Computer Science, Data Structures, Systems Programming, C#, Java, JavaScript, C, PHP, Object Oriented Design, Rapid Prototyping, JSON, AJAX, Network Programming, Python, Linux, Algorithms
Education
University of Illinois at Urbana-Champaign 2006 — 2013
PhD, Computer Science
The University of Texas at Dallas 2005 — 2006
MS w/ Thesis, Computer Science, 4.0
The University of Texas at Dallas 2003 — 2005
BS with Thesis, Summa Cum Laude Honors, Software Engineering, 4.0
Debra McCloskey Debra McCloskey's Morgan Stanley Experience January 1983 - July 1986
Job
Industry Financial Services
Experience
La Joya Design August 2008 - Present
Bank of America Merrill Lynch July 1986 - October 1991
Morgan Stanley January 1983 - July 1986
Skills
People Skills, New Business Development, Recruiting, Public Speaking, Networking, Financial Services, Financial Planning, Customer Service, Interior Design, Problem Solving, Collaborative Problem..., High degree of..., Self-management, Intuitiveness, Interviews, Business Development
Education
University of Texas in San Antonio 1994 — 1996
Master's Degree, Counseling, 4.0
The University of Texas at Austin 1974 — 1978
Bachelor of Journalism, Radio and Television, Cum Laude
La Joya Design August 2008 - Present
Bank of America Merrill Lynch July 1986 - October 1991
Morgan Stanley January 1983 - July 1986
Skills
People Skills, New Business Development, Recruiting, Public Speaking, Networking, Financial Services, Financial Planning, Customer Service, Interior Design, Problem Solving, Collaborative Problem..., High degree of..., Self-management, Intuitiveness, Interviews, Business Development
Education
University of Texas in San Antonio 1994 — 1996
Master's Degree, Counseling, 4.0
The University of Texas at Austin 1974 — 1978
Bachelor of Journalism, Radio and Television, Cum Laude
Humaira Patel Humaira Patel's Morgan Stanley Experience December 2013 - February 2015
Job Business Development at Bloomberg New Energy Finance
Industry Renewables & Environment
Experience
Bloomberg New Energy Finance February 2015 - Present
Morgan Stanley December 2013 - February 2015
PwC October 2012 - December 2013
J.P. Morgan June 2011 - August 2011
Skills
Risk Management, Commodity, Analysis, Financial Analysis, Microsoft Office, Business Analysis, Microsoft Excel, Financial Modeling, Data Analysis, PowerPoint, Leadership, Microsoft Word, Social Media, Accounting
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2012
BBA
Creekview High School
Bloomberg New Energy Finance February 2015 - Present
Morgan Stanley December 2013 - February 2015
PwC October 2012 - December 2013
J.P. Morgan June 2011 - August 2011
Skills
Risk Management, Commodity, Analysis, Financial Analysis, Microsoft Office, Business Analysis, Microsoft Excel, Financial Modeling, Data Analysis, PowerPoint, Leadership, Microsoft Word, Social Media, Accounting
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2012
BBA
Creekview High School
Lu Guo Lu Guo's Morgan Stanley Experience June 2011 - August 2011
Job Software Engineer at Google
Industry Computer Software
Experience
Google May 2015 - Present
Microsoft June 2014 - May 2015
Microsoft July 2012 - June 2014
University of Texas at Austin August 2011 - May 2012
Morgan Stanley June 2011 - August 2011
University of Texas at Austin January 2011 - May 2011
Microsoft Research Asia May 2010 - August 2010
Skills
Machine Learning, LaTeX, Algorithms, Python, Matlab, Computer Science, Data Mining, C, Programming, C, Java, Distributed Systems, Pattern Recognition, Artificial Intelligence, Natural Language..., Perl, Software Engineering, Human Computer..., Information Retrieval, Linux, Eclipse
Education
The University of Texas at Austin 2010 — 2012
Masters, Computer Science
Tsinghua University 2006 — 2010
Bachelor, Computer Software
Google May 2015 - Present
Microsoft June 2014 - May 2015
Microsoft July 2012 - June 2014
University of Texas at Austin August 2011 - May 2012
Morgan Stanley June 2011 - August 2011
University of Texas at Austin January 2011 - May 2011
Microsoft Research Asia May 2010 - August 2010
Skills
Machine Learning, LaTeX, Algorithms, Python, Matlab, Computer Science, Data Mining, C, Programming, C, Java, Distributed Systems, Pattern Recognition, Artificial Intelligence, Natural Language..., Perl, Software Engineering, Human Computer..., Information Retrieval, Linux, Eclipse
Education
The University of Texas at Austin 2010 — 2012
Masters, Computer Science
Tsinghua University 2006 — 2010
Bachelor, Computer Software
Ajeet Mann Ajeet Mann's Morgan Stanley Experience August 2009 - September 2011
Job Workday Integrations & Financials Consultant at CPSG Partners
Industry Computer Networking
Experience
CPSG Partners November 2012 - Present
Retail Realty October 2011 - Present
Paranet 2011 - 2012
Morgan Stanley August 2009 - September 2011
Marcus & Millichap August 2008 - December 2008
Office Max April 2007 - September 2007
Jasmine Investments LLC June 2006 - March 2007
Paranet Solutions LLC June 2005 - May 2006
Plano Medical Center April 2004 - July 2004
Skills
Oxygen XML Editor, XPath, XML, XSLT, XML Schema, Software Integrations, 3rd Party Integrations, Cloud Computing, Cloud Storage, Cloud Applications, Microsoft Office, Financial Analysis, Microsoft Excel, Project Management, QuickBooks, Microsoft Word, Customer Service, PowerPoint, Account Management, Visio, Team Leadership, Leadership, Forecasting, Business Analysis
Education
University of Texas at Dallas - Naveen Jindal School of Management 2015 — 2018
Master’s Degree, Information Technology
University of Texas at Dallas - Naveen Jindal School of Management 2015 — 2018
Master of Business Administration (M.B.A.), Business Administration and Management, General
The University of Texas at Dallas 2007 — 2012
a degree, Finance
University of Texas at Dallas - Naveen Jindal School of Management 2007 — 2012
Bachelor of Science (BS), Finance
Plano West Senior High School 2005 — 2007
Bachelor of Science (B.S.), Finance, General
CPSG Partners November 2012 - Present
Retail Realty October 2011 - Present
Paranet 2011 - 2012
Morgan Stanley August 2009 - September 2011
Marcus & Millichap August 2008 - December 2008
Office Max April 2007 - September 2007
Jasmine Investments LLC June 2006 - March 2007
Paranet Solutions LLC June 2005 - May 2006
Plano Medical Center April 2004 - July 2004
Skills
Oxygen XML Editor, XPath, XML, XSLT, XML Schema, Software Integrations, 3rd Party Integrations, Cloud Computing, Cloud Storage, Cloud Applications, Microsoft Office, Financial Analysis, Microsoft Excel, Project Management, QuickBooks, Microsoft Word, Customer Service, PowerPoint, Account Management, Visio, Team Leadership, Leadership, Forecasting, Business Analysis
Education
University of Texas at Dallas - Naveen Jindal School of Management 2015 — 2018
Master’s Degree, Information Technology
University of Texas at Dallas - Naveen Jindal School of Management 2015 — 2018
Master of Business Administration (M.B.A.), Business Administration and Management, General
The University of Texas at Dallas 2007 — 2012
a degree, Finance
University of Texas at Dallas - Naveen Jindal School of Management 2007 — 2012
Bachelor of Science (BS), Finance
Plano West Senior High School 2005 — 2007
Bachelor of Science (B.S.), Finance, General
Husein Razak, CPA Husein Razak, CPA's Morgan Stanley Experience 2009 - 2013
Job CFO & Global Head of Finance at Prudential Real Estate Investors
Industry Financial Services
Experience
Prudential Real Estate Investors 2013 - Present
Morgan Stanley 2009 - 2013
Lehman Brothers Investment Management 2005 - 2009
Lehman Brothers 1993 - 2009
Lehman Brothers 2007 - 2008
Lehman Brothers Investment Management 2004 - 2005
Lehman Brothers - Asia 2000 - 2004
Lehman Brothers 1993 - 2000
PwC 1987 - 1993
Skills
Asset Management, Capital Markets, Fixed Income, Real Estate, Investment Banking, Wealth Management, Private Equity, Financial Risk, Financial Reporting, Business Planning, Financial Analysis, Hedging, Risk Management
Education
The University of Texas at Austin - Red McCombs School of Business
MBA
University of South Carolina - Darla Moore School of Business
B.S.
Prudential Real Estate Investors 2013 - Present
Morgan Stanley 2009 - 2013
Lehman Brothers Investment Management 2005 - 2009
Lehman Brothers 1993 - 2009
Lehman Brothers 2007 - 2008
Lehman Brothers Investment Management 2004 - 2005
Lehman Brothers - Asia 2000 - 2004
Lehman Brothers 1993 - 2000
PwC 1987 - 1993
Skills
Asset Management, Capital Markets, Fixed Income, Real Estate, Investment Banking, Wealth Management, Private Equity, Financial Risk, Financial Reporting, Business Planning, Financial Analysis, Hedging, Risk Management
Education
The University of Texas at Austin - Red McCombs School of Business
MBA
University of South Carolina - Darla Moore School of Business
B.S.
Chelsea Duran's Morgan Stanley Experience May 2007 - June 2007
Job Assistant Vice President AML Senior Compliance Officer at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase October 2013 - Present
KPMG January 2012 - September 2013
Deloitte August 2009 - December 2011
Bank of America June 2008 - August 2008
Morgan Stanley May 2007 - June 2007
UBS June 2006 - August 2006
Skills
Financial Analysis, Financial Investigation, Forensic Analysis, Management Consulting, Financial Modeling, Business Process..., Corporate Finance, Financial Reporting
Education
The University of Texas at Austin - The Red McCombs School of Business 2005 — 2009
BBA, Finance
The Oakridge School 1999 — 2005
High School
JPMorgan Chase October 2013 - Present
KPMG January 2012 - September 2013
Deloitte August 2009 - December 2011
Bank of America June 2008 - August 2008
Morgan Stanley May 2007 - June 2007
UBS June 2006 - August 2006
Skills
Financial Analysis, Financial Investigation, Forensic Analysis, Management Consulting, Financial Modeling, Business Process..., Corporate Finance, Financial Reporting
Education
The University of Texas at Austin - The Red McCombs School of Business 2005 — 2009
BBA, Finance
The Oakridge School 1999 — 2005
High School
Daphna Yoffe Daphna Yoffe's Morgan Stanley Experience May 2004 - July 2014
Job Vice President, Strategic Marketing at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2014 - Present
Morgan Stanley May 2004 - July 2014
Citi Smith Barney August 2000 - May 2004
Salomon Smith Barney July 1999 - July 2000
Skills
Loyalty Marketing, Direct Marketing, Marketing Management, Vendor Management, Strategy Development, Marketing Strategy, Segmentation, Marketing Communications, Sales, Competitive Analysis, Strategy, Management, CRM, Analytics, Marketing, Business Strategy
Education
University of Texas at Austin 1995 — 1999
BA, Political Science, Economics
J.P. Morgan July 2014 - Present
Morgan Stanley May 2004 - July 2014
Citi Smith Barney August 2000 - May 2004
Salomon Smith Barney July 1999 - July 2000
Skills
Loyalty Marketing, Direct Marketing, Marketing Management, Vendor Management, Strategy Development, Marketing Strategy, Segmentation, Marketing Communications, Sales, Competitive Analysis, Strategy, Management, CRM, Analytics, Marketing, Business Strategy
Education
University of Texas at Austin 1995 — 1999
BA, Political Science, Economics
Marcus Reed Marcus Reed's Morgan Stanley Experience May 1996 - June 1999
Job Manager at Scottrade
Industry Financial Services
Experience
Scottrade November 2014 - Present
Scottrade August 2014 - October 2014
TD Ameritrade October 2002 - April 2014
Fidelity Investments June 1999 - June 2001
Morgan Stanley May 1996 - June 1999
Skills
Series 7, Series 63, Asset Allocation, Uniform Combined State..., Wealth Management, Investment Strategies, Mutual Funds, Investment Advisory, Retirement Planning, Alternative Investments, Portfolio Management, Investments
Education
University of Houston 1993 — 1996
Bachelor of Science (B.S.), Political Science and Government
University of Houston 1993 — 1995
Bachelor of Science (B.S.), Economics
The University of Texas at Austin 1990 — 1993
Scottrade November 2014 - Present
Scottrade August 2014 - October 2014
TD Ameritrade October 2002 - April 2014
Fidelity Investments June 1999 - June 2001
Morgan Stanley May 1996 - June 1999
Skills
Series 7, Series 63, Asset Allocation, Uniform Combined State..., Wealth Management, Investment Strategies, Mutual Funds, Investment Advisory, Retirement Planning, Alternative Investments, Portfolio Management, Investments
Education
University of Houston 1993 — 1996
Bachelor of Science (B.S.), Political Science and Government
University of Houston 1993 — 1995
Bachelor of Science (B.S.), Economics
The University of Texas at Austin 1990 — 1993
Scott Rackley Scott Rackley's Morgan Stanley Experience January 2005 - January 2012
Job Client Services Executive at Midwest Consulting Group
Industry Staffing and Recruiting
Experience
Midwest Consulting Group October 2012 - Present
The Intersect Group March 2012 - October 2012
Morgan Stanley January 2005 - January 2012
The Cutting Edge 1999 - 2005
Skills
Technical Recruiting, Account Management, Contract Recruitment, Recruiting, Vendor Management, Consulting, Management, Human Resources, Outsourcing, CRM, Project Management, Sales Operations, Leadership, Telecommunications, Networking, Process Improvement, IT Service Management, Team Building, Temporary Placement, Program Management, Information Technology, Customer Service, Business Analysis, Managed Services, Sales, Professional Services, SaaS
Education
Plano Senior High
The University of Texas at Austin
Bachelor of Arts (B.A.)
Midwest Consulting Group October 2012 - Present
The Intersect Group March 2012 - October 2012
Morgan Stanley January 2005 - January 2012
The Cutting Edge 1999 - 2005
Skills
Technical Recruiting, Account Management, Contract Recruitment, Recruiting, Vendor Management, Consulting, Management, Human Resources, Outsourcing, CRM, Project Management, Sales Operations, Leadership, Telecommunications, Networking, Process Improvement, IT Service Management, Team Building, Temporary Placement, Program Management, Information Technology, Customer Service, Business Analysis, Managed Services, Sales, Professional Services, SaaS
Education
Plano Senior High
The University of Texas at Austin
Bachelor of Arts (B.A.)
Scott T. Slayton, CFA Scott T. Slayton, CFA's Morgan Stanley Experience November 1994 - March 2008
Job Director of Strategy and Research at Jamison Capital Partners
Industry Investment Management
Experience
Jamison Capital Partners 2012 - Present
TUDOR INVESTMENT CORPORATION June 2008 - March 2012
Morgan Stanley November 1994 - March 2008
Kidder Peabody March 1989 - November 1994
Skills
Portfolio Management, Global Macro Strategy, CFA, Fixed Income, Derivatives, Commodities, Global Macro, Equity Research, Equities, Investments, Trading, Hedge Funds, Alternative Investments, Valuation, Bloomberg, Capital Markets, Asset Management, Financial Modeling, Strategy, Proprietary Trading, Emerging Markets, Management
Education
The University of Texas at Austin 1984 — 1989
BBA, Finance
The University of Texas at Austin - Red McCombs School of Business 1984 — 1988
Finance, Business
Jamison Capital Partners 2012 - Present
TUDOR INVESTMENT CORPORATION June 2008 - March 2012
Morgan Stanley November 1994 - March 2008
Kidder Peabody March 1989 - November 1994
Skills
Portfolio Management, Global Macro Strategy, CFA, Fixed Income, Derivatives, Commodities, Global Macro, Equity Research, Equities, Investments, Trading, Hedge Funds, Alternative Investments, Valuation, Bloomberg, Capital Markets, Asset Management, Financial Modeling, Strategy, Proprietary Trading, Emerging Markets, Management
Education
The University of Texas at Austin 1984 — 1989
BBA, Finance
The University of Texas at Austin - Red McCombs School of Business 1984 — 1988
Finance, Business
Anisha Reddy Anisha Reddy's Morgan Stanley Experience January 2011 - January 2012
Job Investment Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2011 - January 2012
Education
The University of Texas at Austin 2005 — 2011
MBA, Finance
Morgan Stanley January 2011 - January 2012
Education
The University of Texas at Austin 2005 — 2011
MBA, Finance
Zack W. Handley Zack W. Handley's Morgan Stanley Experience November 2001 - April 2004
Job The Pacific Firm
Industry Computer Software
Experience
ReachWest March 2005 - December 2010
ReachLocal, Inc March 2007 - October 2010
KnowMarkets Corporation March 2004 - December 2006
Morgan Stanley November 2001 - April 2004
The Pacific Firm - Axxa Corporation January 1996 - September 2001
Infocom Networks January 1995 - January 1996
Microsoft Corporation January 1994 - January 1995
Skills
SEO, Google Adwords, PPC, Omniture, Online Advertising, SEM, Online Marketing, Lead Generation, Email Marketing, Start-ups, Digital Marketing, CRM, Direct Marketing, Management, Search Advertising, Digital Media, Leadership, Strategy, Analytics, Web Analytics, Business Development, Marketing, Web Marketing, Advertising, Mobile Marketing, Sales, Entrepreneurship, Digital Strategy, Salesforce.com, Integrated Marketing, E-commerce, Strategic Partnerships, B2B Marketing, Google Analytics, Interactive Marketing, Internet Strategy, Social Media Marketing, Customer Acquisition, Affiliate Marketing, Advertising Sales, Display Advertising, Mobile Advertising, Online Lead Generation, Search, Online Reputation..., Conversion Optimization, Organic Search, Multi-channel Marketing, B2B, Blogging
Education
University of Houston 1993 — 1995
Marketing
University of Texas - Austin 1989 — 1991
Advertising
ReachWest March 2005 - December 2010
ReachLocal, Inc March 2007 - October 2010
KnowMarkets Corporation March 2004 - December 2006
Morgan Stanley November 2001 - April 2004
The Pacific Firm - Axxa Corporation January 1996 - September 2001
Infocom Networks January 1995 - January 1996
Microsoft Corporation January 1994 - January 1995
Skills
SEO, Google Adwords, PPC, Omniture, Online Advertising, SEM, Online Marketing, Lead Generation, Email Marketing, Start-ups, Digital Marketing, CRM, Direct Marketing, Management, Search Advertising, Digital Media, Leadership, Strategy, Analytics, Web Analytics, Business Development, Marketing, Web Marketing, Advertising, Mobile Marketing, Sales, Entrepreneurship, Digital Strategy, Salesforce.com, Integrated Marketing, E-commerce, Strategic Partnerships, B2B Marketing, Google Analytics, Interactive Marketing, Internet Strategy, Social Media Marketing, Customer Acquisition, Affiliate Marketing, Advertising Sales, Display Advertising, Mobile Advertising, Online Lead Generation, Search, Online Reputation..., Conversion Optimization, Organic Search, Multi-channel Marketing, B2B, Blogging
Education
University of Houston 1993 — 1995
Marketing
University of Texas - Austin 1989 — 1991
Advertising
Allison Friedrichs Allison Friedrichs's Morgan Stanley Experience January 2011 - November 2012
Job Assurance Associate at PwC
Industry Accounting
Experience
PwC September 2013 - Present
PwC January 2013 - March 2013
Morgan Stanley January 2011 - November 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Financial Analysis, Assurance, Outlook, Financial Reporting, Data Analysis
Education
The University of Texas at Austin 2009 — 2013
Masters of Professional Accounting, Accounting
PwC September 2013 - Present
PwC January 2013 - March 2013
Morgan Stanley January 2011 - November 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Financial Analysis, Assurance, Outlook, Financial Reporting, Data Analysis
Education
The University of Texas at Austin 2009 — 2013
Masters of Professional Accounting, Accounting
Ryan Cain, CFA Ryan Cain, CFA's Morgan Stanley Experience November 2009 - November 2010
Job Investment Manager at KPMG Capital
Industry Financial Services
Experience
KPMG Capital August 2013 - Present
Embark Wealth Management November 2010 - May 2012
Morgan Stanley November 2009 - November 2010
UBS July 2007 - November 2009
A.G. Edwards & Sons, Inc. March 2006 - July 2007
PwC January 2001 - March 2006
Skills
Financial Modeling, Analysis, Finance, Investments, Equity Research, Financial Analysis, Valuation, Sarbanes-Oxley Act, Due Diligence, Capital Markets, Corporate Finance, Marketing Strategy, Financial Services, Internal Controls, Internal Audit
Education
The University of Texas at Austin 1996 — 2000
BA, Economics
KPMG Capital August 2013 - Present
Embark Wealth Management November 2010 - May 2012
Morgan Stanley November 2009 - November 2010
UBS July 2007 - November 2009
A.G. Edwards & Sons, Inc. March 2006 - July 2007
PwC January 2001 - March 2006
Skills
Financial Modeling, Analysis, Finance, Investments, Equity Research, Financial Analysis, Valuation, Sarbanes-Oxley Act, Due Diligence, Capital Markets, Corporate Finance, Marketing Strategy, Financial Services, Internal Controls, Internal Audit
Education
The University of Texas at Austin 1996 — 2000
BA, Economics
Alice Schroeder's Morgan Stanley Experience 2003 - 2009
Job CEO at WebTuner Corp.
Industry Computer Software
Experience
WebTuner Corp. October 2014 - Present
Prudential Plc June 2013 - Present
Royce Carlton October 2008 - Present
WebTuner Corp. September 2012 - October 2014
Cetera Financial Group April 2012 - April 2014
The Snowball: Warren Buffett and the Business of Life 2003 - April 2009
Morgan Stanley 2003 - 2009
Morgan Stanley 2000 - 2003
Paine Webber 1998 - 2000
CIBC Oppenheimer 1994 - 1998
Skills
audit committee, corporate governance, investor relations, equities, capital markets, private equity, venture capital, securities analysis, Enterprise Risk..., Board of Director..., Capital Markets, Equities, Corporate Governance, Venture Capital, Investor Relations, Private Equity, Security Analysis, Board of Directors, Corporate Finance, Audit Committee, Due Diligence, Hedge Funds, Alternative Investments
Education
The University of Texas at Austin - The Red McCombs School of Business 1978 — 1980
MBA, Finance
The University of Texas at Austin 1975 — 1978
BBA, Finance
WebTuner Corp. October 2014 - Present
Prudential Plc June 2013 - Present
Royce Carlton October 2008 - Present
WebTuner Corp. September 2012 - October 2014
Cetera Financial Group April 2012 - April 2014
The Snowball: Warren Buffett and the Business of Life 2003 - April 2009
Morgan Stanley 2003 - 2009
Morgan Stanley 2000 - 2003
Paine Webber 1998 - 2000
CIBC Oppenheimer 1994 - 1998
Skills
audit committee, corporate governance, investor relations, equities, capital markets, private equity, venture capital, securities analysis, Enterprise Risk..., Board of Director..., Capital Markets, Equities, Corporate Governance, Venture Capital, Investor Relations, Private Equity, Security Analysis, Board of Directors, Corporate Finance, Audit Committee, Due Diligence, Hedge Funds, Alternative Investments
Education
The University of Texas at Austin - The Red McCombs School of Business 1978 — 1980
MBA, Finance
The University of Texas at Austin 1975 — 1978
BBA, Finance
Patrick Heijmen's Morgan Stanley Experience March 2002 - July 2003
Job CFP, CTFA, SVP at Middleburg Investment Group
Industry Financial Services
Experience
Middleburg Investment Group September 2005 - Present
TFB Wealth Management Services 2003 - 2005
Morgan Stanley March 2002 - July 2003
Skills
Financial Planning, Asset Management, Retirement Planning, Sales Management, Series 7, Mutual Funds, Investment Advisory, Wealth Management, Asset Allocation, Portfolio Management, Retirement, Investments, Estate Planning, Series 63
Education
The University of Texas at Austin 1996 — 2000
BS, Advertising
New Canaan High School 1992 — 1996
Middleburg Investment Group September 2005 - Present
TFB Wealth Management Services 2003 - 2005
Morgan Stanley March 2002 - July 2003
Skills
Financial Planning, Asset Management, Retirement Planning, Sales Management, Series 7, Mutual Funds, Investment Advisory, Wealth Management, Asset Allocation, Portfolio Management, Retirement, Investments, Estate Planning, Series 63
Education
The University of Texas at Austin 1996 — 2000
BS, Advertising
New Canaan High School 1992 — 1996
Brian Tyson Brian Tyson's Morgan Stanley Experience September 2011 - July 2012
Job Senior Market Research & Analysis Manager at AT&T
Industry Telecommunications
Experience
AT&T August 2014 - Present
Adobe May 2013 - August 2013
Morgan Stanley September 2011 - July 2012
Federal Reserve Bank of Philadelphia November 2008 - September 2011
NASA Ames Research Center May 2007 - August 2007
Education
The University of Texas at Austin 2012 — 2014
Master of Business Administration (MBA), Business Analytics
University of Richmond - Robins School of Business 2004 — 2008
Economics
AT&T August 2014 - Present
Adobe May 2013 - August 2013
Morgan Stanley September 2011 - July 2012
Federal Reserve Bank of Philadelphia November 2008 - September 2011
NASA Ames Research Center May 2007 - August 2007
Education
The University of Texas at Austin 2012 — 2014
Master of Business Administration (MBA), Business Analytics
University of Richmond - Robins School of Business 2004 — 2008
Economics
Bodie Pyndus Bodie Pyndus's Morgan Stanley Experience June 1991 - July 2008
Job Partner / Shade Tree Investment Advisors, Specializing in 401 k Consulting
Industry Investment Management
Experience
Shade Tree Partners LLC 2009 - Present
Evolve Bank & Trust July 2008 - August 2010
Morgan Stanley June 1991 - July 2008
Skills
Investments, Investment Banking, IRAs, Investment Management, Wealth Management, Private Equity, Due Diligence, 401k, Financial Analysis, Financial Modeling, Asset Managment, Financial Services, Strategic Financial..., Portfolio Management, Retirement Planning, Asset Allocation, Finance, Alternative Investments, Mergers & Acquisitions, Risk Management, Series 7, Valuation, Corporate Finance, Asset Management, Estate Planning, Fixed Income, Capital Markets, Executive Management, Equities, Hedge Funds, Investment Strategies, Investment Advisory, Bloomberg, Venture Capital
Education
The University of Texas at Austin 1970 — 1974
BBA, Accounting
Shade Tree Partners LLC 2009 - Present
Evolve Bank & Trust July 2008 - August 2010
Morgan Stanley June 1991 - July 2008
Skills
Investments, Investment Banking, IRAs, Investment Management, Wealth Management, Private Equity, Due Diligence, 401k, Financial Analysis, Financial Modeling, Asset Managment, Financial Services, Strategic Financial..., Portfolio Management, Retirement Planning, Asset Allocation, Finance, Alternative Investments, Mergers & Acquisitions, Risk Management, Series 7, Valuation, Corporate Finance, Asset Management, Estate Planning, Fixed Income, Capital Markets, Executive Management, Equities, Hedge Funds, Investment Strategies, Investment Advisory, Bloomberg, Venture Capital
Education
The University of Texas at Austin 1970 — 1974
BBA, Accounting
Mitchell Thornton Mitchell Thornton's Morgan Stanley Experience 1994 - 2005
Job Senior Vice President at Northern Trust
Industry Investment Management
Experience
Northern Trust August 2010 - Present
Banc of America Investments 2006 - 2009
Wells Fargo Investments 2005 - 2006
Morgan Stanley 1994 - 2005
Skills
Investments, Wealth Management, Strategy, Series 7, CRM, Alternative Investments
Education
The University of Texas at Austin 1989 — 1992
BA, Economics
Northern Trust August 2010 - Present
Banc of America Investments 2006 - 2009
Wells Fargo Investments 2005 - 2006
Morgan Stanley 1994 - 2005
Skills
Investments, Wealth Management, Strategy, Series 7, CRM, Alternative Investments
Education
The University of Texas at Austin 1989 — 1992
BA, Economics
Brian Swift Brian Swift's Morgan Stanley Experience June 2010 - August 2010
Job Senior Product Manager at Twitter
Industry Internet
Experience
Twitter February 2014 - Present
Fiksu December 2012 - February 2014
Zynga August 2012 - December 2012
Vivox May 2012 - September 2012
Altman Vilandrie & Company September 2011 - May 2012
Morgan Stanley June 2010 - August 2010
Samsung Austin Semiconductor June 2006 - June 2009
Skills
Project Management, Process Improvement, Financial Modeling, Market Analysis, Data Analysis, Valuation, Entrepreneurship, Strategy, Management Consulting, Product Management, Analysis, Market Research, Telecommunications, Competitive Analysis, Business Development, Management, Mergers & Acquisitions
Education
The University of Texas at Austin - Red McCombs School of Business 2009 — 2011
MBA, Finance and Management
University of Michigan 2002 — 2006
BSE, Electrical Engineering
Twitter February 2014 - Present
Fiksu December 2012 - February 2014
Zynga August 2012 - December 2012
Vivox May 2012 - September 2012
Altman Vilandrie & Company September 2011 - May 2012
Morgan Stanley June 2010 - August 2010
Samsung Austin Semiconductor June 2006 - June 2009
Skills
Project Management, Process Improvement, Financial Modeling, Market Analysis, Data Analysis, Valuation, Entrepreneurship, Strategy, Management Consulting, Product Management, Analysis, Market Research, Telecommunications, Competitive Analysis, Business Development, Management, Mergers & Acquisitions
Education
The University of Texas at Austin - Red McCombs School of Business 2009 — 2011
MBA, Finance and Management
University of Michigan 2002 — 2006
BSE, Electrical Engineering
Michael Apgar Michael Apgar's Morgan Stanley Experience 2001 - 2001
Job Social Worker
Industry Hospital & Health Care
Experience
Department of Veterans Affairs January 2014 - Present
Department of Veterans Affairs January 2010 - December 2013
Department of Veterans Affairs 2008 - 2010
Department of Veterans Affairs 2007 - 2008
Department of Veterans Affairs 2003 - 2007
Department of Veterans Affairs 2001 - 2003
Morgan Stanley 2001 - 2001
US Navy 1991 - 1994
Education
The University of Texas at Austin
Master's degree, Social Work
The University of Texas at Austin
Bachelor of Arts (B.A.), Psychology
nhcc
Department of Veterans Affairs January 2014 - Present
Department of Veterans Affairs January 2010 - December 2013
Department of Veterans Affairs 2008 - 2010
Department of Veterans Affairs 2007 - 2008
Department of Veterans Affairs 2003 - 2007
Department of Veterans Affairs 2001 - 2003
Morgan Stanley 2001 - 2001
US Navy 1991 - 1994
Education
The University of Texas at Austin
Master's degree, Social Work
The University of Texas at Austin
Bachelor of Arts (B.A.), Psychology
nhcc
Eric Price Eric Price's Morgan Stanley Experience August 1998 - June 2001
Job Price Wealth Management
Industry Financial Services
Experience
Price Wealth Management 2004 - Present
Avalon Advisors June 2001 - June 2004
Morgan Stanley August 1998 - June 2001
Education
The University of Texas at Austin - Red McCombs School of Business 1996 — 1998
MBA, Finance & Accounting
Vanderbilt University 1989 — 1993
BS, Economics
Price Wealth Management 2004 - Present
Avalon Advisors June 2001 - June 2004
Morgan Stanley August 1998 - June 2001
Education
The University of Texas at Austin - Red McCombs School of Business 1996 — 1998
MBA, Finance & Accounting
Vanderbilt University 1989 — 1993
BS, Economics
Azim Charania Azim Charania's Morgan Stanley Experience May 1997 - September 1997
Job Founder/COCEO
Industry Marketing and Advertising
Experience
Self-employed January 2012 - Present
Anaya Corp April 2008 - October 2011
Merrill Lynch December 2004 - February 2008
Morgan Stanley May 1997 - September 1997
Education
Merrill Lynch University via Harvard Prof. Developent Track 2005 — 2007
Prof. Development Track
The University of Texas at Austin 1998 — 2002
Bachelor's Degree, International Marketing
MLU
Self-employed January 2012 - Present
Anaya Corp April 2008 - October 2011
Merrill Lynch December 2004 - February 2008
Morgan Stanley May 1997 - September 1997
Education
Merrill Lynch University via Harvard Prof. Developent Track 2005 — 2007
Prof. Development Track
The University of Texas at Austin 1998 — 2002
Bachelor's Degree, International Marketing
MLU
Elizabeth Lindberg Elizabeth Lindberg's Morgan Stanley Experience 1988 - 1999
Job Founder/Owner Studio 6 Fitness
Industry Health, Wellness and Fitness
Experience
Studio 6 Fitness June 2012 - Present
Morgan Stanley 1988 - 1999
Procter & Gamble 1993 - 1995
Citibank 1990 - 1993
Skills
Wellness, Fitness, Wellness Coaching, Personal Training, Entrepreneurship, Coaching, Public Speaking, Lifestyle, Pilates, Yoga, Strength Training, Business Development, Small Business, Sports, Weight, Customer Service, Marketing, Marketing Strategy, Social Media Marketing, Strategic Planning, Management
Education
The University of Texas at Austin
Studio 6 Fitness June 2012 - Present
Morgan Stanley 1988 - 1999
Procter & Gamble 1993 - 1995
Citibank 1990 - 1993
Skills
Wellness, Fitness, Wellness Coaching, Personal Training, Entrepreneurship, Coaching, Public Speaking, Lifestyle, Pilates, Yoga, Strength Training, Business Development, Small Business, Sports, Weight, Customer Service, Marketing, Marketing Strategy, Social Media Marketing, Strategic Planning, Management
Education
The University of Texas at Austin
Glen Hatch Glen Hatch's Morgan Stanley Experience August 2005 - April 2013
Job Senior Vice President Branch Director at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management April 2013 - Present
Morgan Stanley August 2005 - April 2013
Smith Barney May 2002 - July 2005
Robinson-Humphrey Smith Barney September 1998 - May 2002
US Navy July 1996 - July 1998
US Navy May 1994 - July 1996
Air University/ Maxwell Air Force Base July 1991 - June 1994
Attack Squadron 185/Naval Air Facility Atsugi, Japan April 1989 - July 1991
Education
The University of Texas at Austin 1972 — 1976
Bachelor of Business Administration (B.B.A.)
University of Alabama 1991 — 1993
MA
RBC Wealth Management April 2013 - Present
Morgan Stanley August 2005 - April 2013
Smith Barney May 2002 - July 2005
Robinson-Humphrey Smith Barney September 1998 - May 2002
US Navy July 1996 - July 1998
US Navy May 1994 - July 1996
Air University/ Maxwell Air Force Base July 1991 - June 1994
Attack Squadron 185/Naval Air Facility Atsugi, Japan April 1989 - July 1991
Education
The University of Texas at Austin 1972 — 1976
Bachelor of Business Administration (B.B.A.)
University of Alabama 1991 — 1993
MA
Samuel Fuentes's Morgan Stanley Experience August 2008 - August 2009
Job Financial Solutions Advisor at Bank of America
Industry Investment Management
Experience
Bank of America November 2011 - Present
Chase October 2009 - November 2011
Morgan Stanley August 2008 - August 2009
Skills
Financial Services, Investments, Wealth Management, Finance, Portfolio Management, Mutual Funds, Series 7, Retirement Planning, Insurance, Series 63, Asset Allocation, Securities
Education
The University of Texas at Austin 2000 — 2005
B.S., Kinesiology
Bank of America November 2011 - Present
Chase October 2009 - November 2011
Morgan Stanley August 2008 - August 2009
Skills
Financial Services, Investments, Wealth Management, Finance, Portfolio Management, Mutual Funds, Series 7, Retirement Planning, Insurance, Series 63, Asset Allocation, Securities
Education
The University of Texas at Austin 2000 — 2005
B.S., Kinesiology
Ben Cockrill Ben Cockrill's Morgan Stanley Experience June 2008 - August 2008
Job Senior Business Analyst at EOG Resources
Industry Financial Services
Experience
EOG Resources August 2015 - Present
EOG Resources September 2013 - Present
Stout Risius Ross Inc. (formerly HFBE) April 2012 - July 2013
Dimensional Fund Advisors June 2009 - April 2012
Morgan Stanley June 2008 - August 2008
Wells Fargo June 2006 - August 2006
H-E-B June 2005 - August 2005
Skills
Bloomberg, Forecasting, Due Diligence, Financial Modeling, Equities, Financial Markets, Corporate Finance, Financial Analysis, Asset Allocation, Portfolio Management, Valuation, Investments, Mergers & Acquisitions, Financial Reporting, Business Valuation
Education
The University of Texas at Austin 2005 — 2009
BBA, Finance
WU (Vienna University of Economics and Business) 2008 — 2008
Study Abroad
EOG Resources August 2015 - Present
EOG Resources September 2013 - Present
Stout Risius Ross Inc. (formerly HFBE) April 2012 - July 2013
Dimensional Fund Advisors June 2009 - April 2012
Morgan Stanley June 2008 - August 2008
Wells Fargo June 2006 - August 2006
H-E-B June 2005 - August 2005
Skills
Bloomberg, Forecasting, Due Diligence, Financial Modeling, Equities, Financial Markets, Corporate Finance, Financial Analysis, Asset Allocation, Portfolio Management, Valuation, Investments, Mergers & Acquisitions, Financial Reporting, Business Valuation
Education
The University of Texas at Austin 2005 — 2009
BBA, Finance
WU (Vienna University of Economics and Business) 2008 — 2008
Study Abroad
Jamar Miller Jamar Miller's Morgan Stanley Experience 1999 - 2001
Job Senior Investment Consultant
Industry Investment Management
Experience
Fidelity Investments September 2005 - Present
AIG 2003 - 2005
GE Capital 2001 - 2003
Morgan Stanley 1999 - 2001
Skills
Defined Benefit, Pensions, Investment Advisory, Wealth Management, 401k, Investments, Mutual Funds, Series 7, Asset Allocation, Investment Strategies, Retirement Planning, Investment Management, Asset Management, Series 63, Financial Services, Leadership, Portfolio Management
Education
The University of Texas at Dallas
University of New Orleans
Fidelity Investments September 2005 - Present
AIG 2003 - 2005
GE Capital 2001 - 2003
Morgan Stanley 1999 - 2001
Skills
Defined Benefit, Pensions, Investment Advisory, Wealth Management, 401k, Investments, Mutual Funds, Series 7, Asset Allocation, Investment Strategies, Retirement Planning, Investment Management, Asset Management, Series 63, Financial Services, Leadership, Portfolio Management
Education
The University of Texas at Dallas
University of New Orleans
Gene Novark Gene Novark's Morgan Stanley Experience October 2010 - Present
Job at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2010 - Present
University of Massachusetts Amherst September 2004 - December 2010
Immortal Inc. January 2010 - September 2010
Microsoft June 2007 - September 2007
IBM TJ Watson May 2006 - September 2006
Azul Systems May 2005 - August 2005
Skills
Algorithms, Distributed Systems, Scala, Java, Research, Machine Learning, Computer Science, C++
Education
University of Massachusetts, Amherst 2004 — 2010
Ph.D, Computer Science
The University of Texas at Austin 2000 — 2004
B.S. + B.A., Computer Sciences, Czech Language & Lit
Morgan Stanley October 2010 - Present
University of Massachusetts Amherst September 2004 - December 2010
Immortal Inc. January 2010 - September 2010
Microsoft June 2007 - September 2007
IBM TJ Watson May 2006 - September 2006
Azul Systems May 2005 - August 2005
Skills
Algorithms, Distributed Systems, Scala, Java, Research, Machine Learning, Computer Science, C++
Education
University of Massachusetts, Amherst 2004 — 2010
Ph.D, Computer Science
The University of Texas at Austin 2000 — 2004
B.S. + B.A., Computer Sciences, Czech Language & Lit
Matthew Innamorati Matthew Innamorati's Morgan Stanley Experience June 2004 - August 2004
Job Chief Financial Officer & Vice President of Corporate Development
Industry Oil & Energy
Experience
Align Midstream Partners 2013 - Present
The Boston Consulting Group 2010 - 2013
Bonanza Capital - Hedge Fund 2005 - 2008
Morgan Stanley June 2004 - August 2004
Skills
Financial Modeling, Private Equity, Due Diligence, Corporate Finance, LBO, Investments, Capital Markets, Venture Capital, Emerging Markets, Finance, Midstream, Oil & Gas Industry, Business Valuation, Investment Banking, Equities, Financial Analysis, Portfolio Management, Valuation, Business Development, Mergers & Acquisitions, Pipelines, Oil & Gas Exploration, Upstream, Hedge Funds
Education
University of Virginia - Darden Graduate School of Business Administration 2009 — 2011
MBA
The University of Texas at Austin - The Red McCombs School of Business 2001 — 2005
BBA
Align Midstream Partners 2013 - Present
The Boston Consulting Group 2010 - 2013
Bonanza Capital - Hedge Fund 2005 - 2008
Morgan Stanley June 2004 - August 2004
Skills
Financial Modeling, Private Equity, Due Diligence, Corporate Finance, LBO, Investments, Capital Markets, Venture Capital, Emerging Markets, Finance, Midstream, Oil & Gas Industry, Business Valuation, Investment Banking, Equities, Financial Analysis, Portfolio Management, Valuation, Business Development, Mergers & Acquisitions, Pipelines, Oil & Gas Exploration, Upstream, Hedge Funds
Education
University of Virginia - Darden Graduate School of Business Administration 2009 — 2011
MBA
The University of Texas at Austin - The Red McCombs School of Business 2001 — 2005
BBA
Kate Fleitas Hoffman Kate Fleitas Hoffman's Morgan Stanley Experience 2003 - 2005
Job Managing Partner at AssetBasset
Industry Real Estate
Experience
AssetBasset January 2015 - Present
Fleitas Integrated Marketing September 2013 - Present
PwC May 2008 - August 2013
HM Capital January 2006 - June 2007
Morgan Stanley 2003 - 2005
Morgan Stanley 2000 - 2003
Tribune Company, Larson Newspapers August 1998 - February 2000
K&L Partners, National Communications Group January 1996 - July 1998
Skills
Investments, Project Management, Marketing Strategy, Business Strategy, Corporate Finance, Financial Services, Finance, Management Consulting, Valuation, Start-ups, Budgets, Analysis, Process Improvement, Restructuring, Marketing Communications, Content Marketing, Marketing Copy, Content Development, Corporate Communications, Strategic Public..., Public Relations, Executive Coaching, Strategic Planning, Corporate Branding, Branding & Identity, Personal Branding, Journalism, Investor Relations, Strategic Partnerships, Business Development, Leadership, Competitive Analysis, Management
Education
The University of Texas at Austin 1993 — 1995
Bachelor of Arts, Biology
Hollins College 1990 — 1992
Alamo Heights High School 1988 — 1990
Bayshore High School 1986 — 1988
AssetBasset January 2015 - Present
Fleitas Integrated Marketing September 2013 - Present
PwC May 2008 - August 2013
HM Capital January 2006 - June 2007
Morgan Stanley 2003 - 2005
Morgan Stanley 2000 - 2003
Tribune Company, Larson Newspapers August 1998 - February 2000
K&L Partners, National Communications Group January 1996 - July 1998
Skills
Investments, Project Management, Marketing Strategy, Business Strategy, Corporate Finance, Financial Services, Finance, Management Consulting, Valuation, Start-ups, Budgets, Analysis, Process Improvement, Restructuring, Marketing Communications, Content Marketing, Marketing Copy, Content Development, Corporate Communications, Strategic Public..., Public Relations, Executive Coaching, Strategic Planning, Corporate Branding, Branding & Identity, Personal Branding, Journalism, Investor Relations, Strategic Partnerships, Business Development, Leadership, Competitive Analysis, Management
Education
The University of Texas at Austin 1993 — 1995
Bachelor of Arts, Biology
Hollins College 1990 — 1992
Alamo Heights High School 1988 — 1990
Bayshore High School 1986 — 1988
Matt Streif Matt Streif's Morgan Stanley Experience April 2005 - October 2015
Job Senior Vice President Morgan Stanley
Industry Financial Services
Experience
UBS Wealth Management October 2015 - Present
Morgan Stanley April 2005 - October 2015
Skills
Series 7, Financial Modeling, Alternative Investments, Asset Allocation, Financial Analysis, Investments, Portfolio Management, Asset Managment, Wealth Management, Mutual Funds, Investment Strategies, Strategic Financial..., Fixed Income, Series 63, Financial Advisory, Commodity Markets
Education
The University of Texas at Austin - Red McCombs School of Business 2008 — 2011
MBA, Business, Evening Program
The University of Texas at Austin 2000 — 2004
Bachelors, Economics, Business
UBS Wealth Management October 2015 - Present
Morgan Stanley April 2005 - October 2015
Skills
Series 7, Financial Modeling, Alternative Investments, Asset Allocation, Financial Analysis, Investments, Portfolio Management, Asset Managment, Wealth Management, Mutual Funds, Investment Strategies, Strategic Financial..., Fixed Income, Series 63, Financial Advisory, Commodity Markets
Education
The University of Texas at Austin - Red McCombs School of Business 2008 — 2011
MBA, Business, Evening Program
The University of Texas at Austin 2000 — 2004
Bachelors, Economics, Business
Matt Ciferri Matt Ciferri's Morgan Stanley Experience June 2012 - August 2012
Job iOS Engineer at Capital One
Industry Information Technology and Services
Experience
Capital One July 2013 - Present
Briggo February 2013 - June 2013
Truth Spirits August 2012 - May 2013
Q1Media August 2012 - March 2013
Morgan Stanley June 2012 - August 2012
AdExcite January 2012 - May 2012
Skills
Swift, Objective-C, Git, HTML, CSS, JavaScript, jQuery, SQL, Splunk
Education
The University of Texas at Austin 2009 — 2013
Bachelor of Business Administration (BBA), Management Information Systems
University of New South Wales 2011 — 2011
Bachelor of Business Administration (BBA), McCombs BBA Exchange Program
Capital One July 2013 - Present
Briggo February 2013 - June 2013
Truth Spirits August 2012 - May 2013
Q1Media August 2012 - March 2013
Morgan Stanley June 2012 - August 2012
AdExcite January 2012 - May 2012
Skills
Swift, Objective-C, Git, HTML, CSS, JavaScript, jQuery, SQL, Splunk
Education
The University of Texas at Austin 2009 — 2013
Bachelor of Business Administration (BBA), Management Information Systems
University of New South Wales 2011 — 2011
Bachelor of Business Administration (BBA), McCombs BBA Exchange Program
Jim Denholm Jim Denholm's Morgan Stanley Experience December 2000 - March 2002
Job Senior Financial Advisor, Senior Vice President Investments & PIM Portfolio Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors May 2005 - Present
JPMorgan Chase February 2002 - May 2005
Morgan Stanley December 2000 - March 2002
Skills
Retirement Planning, Investments, Personal Financial..., Strategic Investment, Wealth Management, Investment Management, Financial Analysis, Asset Allocation, Portfolio Management, Asset Management
Education
The University of Texas at Austin 1995 — 2000
Bachelor of Science, Mechanical Engineering
Wells Fargo Advisors May 2005 - Present
JPMorgan Chase February 2002 - May 2005
Morgan Stanley December 2000 - March 2002
Skills
Retirement Planning, Investments, Personal Financial..., Strategic Investment, Wealth Management, Investment Management, Financial Analysis, Asset Allocation, Portfolio Management, Asset Management
Education
The University of Texas at Austin 1995 — 2000
Bachelor of Science, Mechanical Engineering
Brad Aiken Brad Aiken's Morgan Stanley Experience March 2001 - August 2002
Job Associate at Edison, McDowell & Hetherington LLP, Mediator
Industry Law Practice
Experience
Edison, McDowell & Hetherington LLP 2009 - Present
McFall, Breitbeil & Shults, PC January 2008 - January 2009
ADP July 2003 - August 2004
Morgan Stanley March 2001 - August 2002
Skills
Property & Casualty..., Commercial Litigation, Litigation, Civil Litigation, Corporate Law, Arbitration, Mediation, Appeals, Courts, Legal Writing, Legal Research, Trials
Education
University of Houston Law Center
Juris Doctor
The University of Texas at Austin
Bachelor of Business Administration, Finance
Edison, McDowell & Hetherington LLP 2009 - Present
McFall, Breitbeil & Shults, PC January 2008 - January 2009
ADP July 2003 - August 2004
Morgan Stanley March 2001 - August 2002
Skills
Property & Casualty..., Commercial Litigation, Litigation, Civil Litigation, Corporate Law, Arbitration, Mediation, Appeals, Courts, Legal Writing, Legal Research, Trials
Education
University of Houston Law Center
Juris Doctor
The University of Texas at Austin
Bachelor of Business Administration, Finance
Chris Jow Chris Jow's Morgan Stanley Experience June 2008 - August 2008
Job Helping organizations simplify IT complexity to reach their goals for growth
Industry Retail
Experience
Oracle June 2015 - Present
Mozu - Volusion's Enterprise Solution August 2014 - May 2015
Volusion, Inc. April 2014 - August 2014
Volusion, Inc. October 2013 - April 2014
Volusion, Inc. June 2012 - October 2013
Volusion, Inc. August 2011 - June 2012
Red Velvet Events, Inc. February 2009 - July 2011
Chris Jow August 2007 - July 2011
Express March 2009 - January 2010
Morgan Stanley June 2008 - August 2008
Skills
E-commerce, Marketing, Salesforce.com, Online Marketing, Analytics, Account Management, Social Media Marketing, Marketing Strategy, SaaS, Sales, Lead Generation, Social Media, Management, Customer Service, PaaS, Hybrid Cloud, Volusion, Email Marketing, B2B, Sales Management, Solution Selling, CRM, Training, Project Management, Social Networking
Education
The University of Texas at Austin
Economics, Communication Studies
Oracle June 2015 - Present
Mozu - Volusion's Enterprise Solution August 2014 - May 2015
Volusion, Inc. April 2014 - August 2014
Volusion, Inc. October 2013 - April 2014
Volusion, Inc. June 2012 - October 2013
Volusion, Inc. August 2011 - June 2012
Red Velvet Events, Inc. February 2009 - July 2011
Chris Jow August 2007 - July 2011
Express March 2009 - January 2010
Morgan Stanley June 2008 - August 2008
Skills
E-commerce, Marketing, Salesforce.com, Online Marketing, Analytics, Account Management, Social Media Marketing, Marketing Strategy, SaaS, Sales, Lead Generation, Social Media, Management, Customer Service, PaaS, Hybrid Cloud, Volusion, Email Marketing, B2B, Sales Management, Solution Selling, CRM, Training, Project Management, Social Networking
Education
The University of Texas at Austin
Economics, Communication Studies
Jose A. Bolaños Jose A. Bolaños's Morgan Stanley Experience June 2015 - Present
Job Investment Banking Analyst, LatAm M&A at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Department of Economics, University of Texas at Austin February 2015 - May 2015
Omicron Delta Epsilon - Economics Honors Society May 2014 - May 2015
Financial Analyst Program January 2013 - December 2014
J.P. Morgan June 2014 - August 2014
Banco Central de Costa Rica June 2012 - August 2012
Skills
Investment Banking, Corporate Finance, Valuation, Mergers & Acquisitions, Economics, Equity Research, Financial Analysis, Latin America, Business, Financial Risk, Public Speaking, Credit Analysis, Financial Modeling, Due Diligence, Microsoft Excel, Microsoft Office
Education
The University of Texas at Austin 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance. Bachelor of Arts, Economics, Finance and Economics
The British School of Costa Rica 1998 — 2010
High School, International Baccalaureate, Honor Roll Award
Morgan Stanley June 2015 - Present
Department of Economics, University of Texas at Austin February 2015 - May 2015
Omicron Delta Epsilon - Economics Honors Society May 2014 - May 2015
Financial Analyst Program January 2013 - December 2014
J.P. Morgan June 2014 - August 2014
Banco Central de Costa Rica June 2012 - August 2012
Skills
Investment Banking, Corporate Finance, Valuation, Mergers & Acquisitions, Economics, Equity Research, Financial Analysis, Latin America, Business, Financial Risk, Public Speaking, Credit Analysis, Financial Modeling, Due Diligence, Microsoft Excel, Microsoft Office
Education
The University of Texas at Austin 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance. Bachelor of Arts, Economics, Finance and Economics
The British School of Costa Rica 1998 — 2010
High School, International Baccalaureate, Honor Roll Award
Kate Jeffrey Kate Jeffrey's Morgan Stanley Experience February 2008 - June 2012
Job Strategic Communications & Marketing | Branding | Public Relations | Digital Strategy | Business Management
Industry Marketing and Advertising
Experience
Planned Parenthood of Orange and San Bernardino Counties July 2012 - April 2015
Morgan Stanley February 2008 - June 2012
AIG June 2004 - January 2008
The Thompson Goup 1997 - 2003
Democratic Senatorial Campaign Committee 1995 - 1996
Education
The University of Texas at Austin - The Red McCombs School of Business
MBA
The University of Texas at Austin
Bachelors, Journalism
Stanford Nonprofit Management Institute 2014 — 2014
Scaling for Social Impact
Wharton Executive Education 2005 — 2006
Certified Employee Benefits Program
Planned Parenthood of Orange and San Bernardino Counties July 2012 - April 2015
Morgan Stanley February 2008 - June 2012
AIG June 2004 - January 2008
The Thompson Goup 1997 - 2003
Democratic Senatorial Campaign Committee 1995 - 1996
Education
The University of Texas at Austin - The Red McCombs School of Business
MBA
The University of Texas at Austin
Bachelors, Journalism
Stanford Nonprofit Management Institute 2014 — 2014
Scaling for Social Impact
Wharton Executive Education 2005 — 2006
Certified Employee Benefits Program
Anthony Galvan Anthony Galvan's Morgan Stanley Experience June 2012 - August 2012
Job Portfolio Management, Senior Analyst at Thackeray Partners
Industry Venture Capital & Private Equity
Experience
Thackeray Partners February 2015 - Present
Sense Corp July 2013 - February 2015
Morgan Stanley June 2012 - August 2012
Nestlé USA June 2011 - August 2011
Skills
Microsoft Excel, Finance, Analysis, Sales, Financial Modeling, Financial Analysis, Data Analysis, PowerPoint, Microsoft Office, SharePoint, Microsoft Word, Corporate Finance, Analytics, Process Improvement, Leadership
Education
The University of Texas at Austin 2009 — 2013
Bachelor of Business Administration (BBA), Finance
The University of Texas at Austin
Bachelor of Business Administration (B.B.A.)
Thackeray Partners February 2015 - Present
Sense Corp July 2013 - February 2015
Morgan Stanley June 2012 - August 2012
Nestlé USA June 2011 - August 2011
Skills
Microsoft Excel, Finance, Analysis, Sales, Financial Modeling, Financial Analysis, Data Analysis, PowerPoint, Microsoft Office, SharePoint, Microsoft Word, Corporate Finance, Analytics, Process Improvement, Leadership
Education
The University of Texas at Austin 2009 — 2013
Bachelor of Business Administration (BBA), Finance
The University of Texas at Austin
Bachelor of Business Administration (B.B.A.)
Natica E. Smith's Morgan Stanley Experience June 2008 - February 2010
Job Consultant
Industry Management Consulting
Experience
Ebenezer Health Care Services January 2011 - Present
JustGOODNews.BIZ August 2014 - August 2015
Morgan Stanley June 2008 - February 2010
Compuware Corp. October 2005 - May 2008
Partners HealthCare 2003 - 2005
Akamai Technologies June 2002 - June 2003
American Association for the Advancement of Science June 2001 - December 2001
Skills
Management, Operations Management, Healthcare Management, Leadership, Team Leadership, Strategic Planning, Healthcare Information..., Business Planning, Writing, SQL, Unix, Political Consulting, Research, Perl, Economics, Software Development, Databases, Programming, Spring, Editing, Public Speaking, French, Sybase, Linux, Technical Writing, Teaching/mentoring, IT Strategy, C++, PHP, MySQL, Political Campaigns
Education
Tufts University 1999 — 2003
Bachelor's, Computer Science
The University of Texas at Austin - The LBJ School of Public Affairs 2010 — 2012
Master of Public Affairs, Healthcare Policy, Education Policy
Ebenezer Health Care Services January 2011 - Present
JustGOODNews.BIZ August 2014 - August 2015
Morgan Stanley June 2008 - February 2010
Compuware Corp. October 2005 - May 2008
Partners HealthCare 2003 - 2005
Akamai Technologies June 2002 - June 2003
American Association for the Advancement of Science June 2001 - December 2001
Skills
Management, Operations Management, Healthcare Management, Leadership, Team Leadership, Strategic Planning, Healthcare Information..., Business Planning, Writing, SQL, Unix, Political Consulting, Research, Perl, Economics, Software Development, Databases, Programming, Spring, Editing, Public Speaking, French, Sybase, Linux, Technical Writing, Teaching/mentoring, IT Strategy, C++, PHP, MySQL, Political Campaigns
Education
Tufts University 1999 — 2003
Bachelor's, Computer Science
The University of Texas at Austin - The LBJ School of Public Affairs 2010 — 2012
Master of Public Affairs, Healthcare Policy, Education Policy
Tim McDugald Tim McDugald's Morgan Stanley Experience May 2014 - August 2014
Job Intern at 2016 NCAA Men's Final Four/Houston Local Organizing Committee
Industry Sports
Experience
2016 NCAA Men's Final Four/Houston Local Organizing Committee July 2015 - Present
Morgan Stanley May 2014 - August 2014
Morgan Stanley January 2014 - May 2014
Morgan Stanley May 2013 - August 2013
Scoremore April 2012 - August 2012
Skills
Microsoft Word, Research, Social Media, Microsoft Excel, PowerPoint, Microsoft Office, Event Planning, Public Speaking, Facebook, Social Networking, Customer Service, Leadership, Teamwork, Social Media Marketing, Marketing
Education
The University of Texas at Austin 2011 — 2013
Economics
St.John's School 1998 — 2011
2016 NCAA Men's Final Four/Houston Local Organizing Committee July 2015 - Present
Morgan Stanley May 2014 - August 2014
Morgan Stanley January 2014 - May 2014
Morgan Stanley May 2013 - August 2013
Scoremore April 2012 - August 2012
Skills
Microsoft Word, Research, Social Media, Microsoft Excel, PowerPoint, Microsoft Office, Event Planning, Public Speaking, Facebook, Social Networking, Customer Service, Leadership, Teamwork, Social Media Marketing, Marketing
Education
The University of Texas at Austin 2011 — 2013
Economics
St.John's School 1998 — 2011
Audrey Constant's Morgan Stanley Experience June 2015 - Present
Job Investment Banking Summer Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2015 - Present
Energy Xtreme June 2013 - July 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Access, Financial Analysis, R, Case Studies, Communication, Public Speaking, Social Media, Event Planning, Customer Service
Education
The University of Texas at Austin - Red McCombs School of Business 2012 — 2016
Bachelor's Degree, Business Honors, Finance, GPA: 3.948
La Universidad de San Andrés 2014 — 2014
Bachelor's Degree, Buenos Aires, Argentina
Morgan Stanley June 2015 - Present
Energy Xtreme June 2013 - July 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Access, Financial Analysis, R, Case Studies, Communication, Public Speaking, Social Media, Event Planning, Customer Service
Education
The University of Texas at Austin - Red McCombs School of Business 2012 — 2016
Bachelor's Degree, Business Honors, Finance, GPA: 3.948
La Universidad de San Andrés 2014 — 2014
Bachelor's Degree, Buenos Aires, Argentina
Michael Galland's Morgan Stanley Experience June 2011 - September 2012
Job Oil Trading at TrailStone Group
Industry Oil & Energy
Experience
TrailStone Group October 2014 - Present
United States Army Reserve May 2007 - May 2015
Musket Corp. September 2012 - September 2014
Morgan Stanley June 2011 - September 2012
Skills
Energy, Commodity Markets, Oil/Gas, Research, Oil Trading, Pricing Strategy, Executive Reporting, Commodity Risk..., Bloomberg Terminal, Bloomberg, Oil & Gas Services, Data Analysis, Financial Analysis, Microsoft Office, Solarc Right Angle
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2011
MPA, Accounting
The University of Texas at Austin - The Red McCombs School of Business 2006 — 2011
Bachelor of Business Administration (BBA), Accounting
TrailStone Group October 2014 - Present
United States Army Reserve May 2007 - May 2015
Musket Corp. September 2012 - September 2014
Morgan Stanley June 2011 - September 2012
Skills
Energy, Commodity Markets, Oil/Gas, Research, Oil Trading, Pricing Strategy, Executive Reporting, Commodity Risk..., Bloomberg Terminal, Bloomberg, Oil & Gas Services, Data Analysis, Financial Analysis, Microsoft Office, Solarc Right Angle
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2011
MPA, Accounting
The University of Texas at Austin - The Red McCombs School of Business 2006 — 2011
Bachelor of Business Administration (BBA), Accounting
Terry Landry, CIMA® Terry Landry, CIMA®'s Morgan Stanley Experience January 1985 - January 2005
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2009 - Present
Merrill Lynch January 2005 - February 2008
Morgan Stanley January 1985 - January 2005
Skills
Financial Advising, Business Services, IRAs, IRA Rollovers, Retirement Planning, FINRA, Client-focused, Investments, Mutual Funds, Stocks, Bonds, FINRA Arbitrator, Estate Investment...
Education
The University of Texas at Austin 1972 — 1976
Bachelor of Business Administration (BBA)
Wells Fargo Advisors, LLC February 2009 - Present
Merrill Lynch January 2005 - February 2008
Morgan Stanley January 1985 - January 2005
Skills
Financial Advising, Business Services, IRAs, IRA Rollovers, Retirement Planning, FINRA, Client-focused, Investments, Mutual Funds, Stocks, Bonds, FINRA Arbitrator, Estate Investment...
Education
The University of Texas at Austin 1972 — 1976
Bachelor of Business Administration (BBA)
Neal Shah's Morgan Stanley Experience July 2006 - May 2010
Job Vice President of Finance & Treasurer at Kosmos Energy
Industry Oil & Energy
Experience
Kosmos Energy December 2013 - Present
Kosmos Energy May 2010 - December 2013
Morgan Stanley July 2006 - May 2010
Skills
Financial Analysis, Corporate Finance, Strategic Financial..., Business Strategy, Financial Accounting, Oil & Gas Industry, Offshore Oil & Gas, Oil & Gas Exploration, Investment Banking, Project Finance, Treasury, Treasury Management, Financial Modeling, Valuation, Mergers & Acquisitions, Analysis, Finance
Education
The University of Texas at Austin - The Red McCombs School of Business 2002 — 2006
Bachelor of Business Administration (BBA), Finance, General
Kosmos Energy December 2013 - Present
Kosmos Energy May 2010 - December 2013
Morgan Stanley July 2006 - May 2010
Skills
Financial Analysis, Corporate Finance, Strategic Financial..., Business Strategy, Financial Accounting, Oil & Gas Industry, Offshore Oil & Gas, Oil & Gas Exploration, Investment Banking, Project Finance, Treasury, Treasury Management, Financial Modeling, Valuation, Mergers & Acquisitions, Analysis, Finance
Education
The University of Texas at Austin - The Red McCombs School of Business 2002 — 2006
Bachelor of Business Administration (BBA), Finance, General
Brian McNiel Brian McNiel's Morgan Stanley Experience July 2013 - June 2014
Job FAA
Industry Financial Services
Experience
Trader Joe's January 2015 - Present
Morgan Stanley July 2013 - June 2014
The McNiel Agency – Houston October 2001 - October 2012
McNiel Construction January 2005 - February 2012
American Red Cross January 1994 - January 1999
Parkway Fitness Center / Longview ISD March 1993 - September 1998
Skills
Process Improvement, Project Management, Team Building, Business Analysis, Microsoft Office, Team Leadership, Human Resources, Management Consulting, Contract Negotiation, Data Analysis, Change Management, Business Process..., Microsoft Excel, Program Management, Strategy, Marketing, Leadership, Analysis, Management, Start-ups, Entrepreneurship, Marketing Strategy
Education
The University of Texas at Austin 1997 — 2011
Bachelor of Business Administration, Management
longview high
Trader Joe's January 2015 - Present
Morgan Stanley July 2013 - June 2014
The McNiel Agency – Houston October 2001 - October 2012
McNiel Construction January 2005 - February 2012
American Red Cross January 1994 - January 1999
Parkway Fitness Center / Longview ISD March 1993 - September 1998
Skills
Process Improvement, Project Management, Team Building, Business Analysis, Microsoft Office, Team Leadership, Human Resources, Management Consulting, Contract Negotiation, Data Analysis, Change Management, Business Process..., Microsoft Excel, Program Management, Strategy, Marketing, Leadership, Analysis, Management, Start-ups, Entrepreneurship, Marketing Strategy
Education
The University of Texas at Austin 1997 — 2011
Bachelor of Business Administration, Management
longview high
Rosalind Haith Rosalind Haith's Morgan Stanley Experience July 1996 - October 2004
Job President, CEO/Financial Advisor, RJFS
Industry Financial Services
Experience
Haith Financial Group/Raymond James November 2004 - Present
Morgan Stanley July 1996 - October 2004
Prudential Financial March 1995 - June 1996
Skills
Strategic Financial..., Estate Planning, Retirement Planning, Long-term Care, Investment Strategies, Life Insurance
Education
The University of Texas at Austin 1967 — 1971
Bachelor of Fine Arts (BFA), Drama/Theatre Arts and Stagecraft
Haith Financial Group/Raymond James November 2004 - Present
Morgan Stanley July 1996 - October 2004
Prudential Financial March 1995 - June 1996
Skills
Strategic Financial..., Estate Planning, Retirement Planning, Long-term Care, Investment Strategies, Life Insurance
Education
The University of Texas at Austin 1967 — 1971
Bachelor of Fine Arts (BFA), Drama/Theatre Arts and Stagecraft
Brad Lawler Brad Lawler's Morgan Stanley Experience 2003 - 2006
Job Co founder at DRAFT
Industry Investment Management
Experience
Draftapp July 2014 - Present
Infochimps, a CSC company October 2013 - July 2014
Independent February 2011 - October 2013
Zephyr Associates, Inc. January 2008 - February 2011
UBS Wealth Management October 2006 - March 2008
Morgan Stanley 2003 - 2006
Skills
Wealth Management, Asset Allocation, Alternative Investments, Marketing, Investments, Mutual Funds, Finance, Asset Management, Hedge Funds, Equities, Analytics, Strategy, Portfolio Management, Management, Start-ups, Financial Markets, Leadership, Fixed Income, Strategic Planning, Cloud Computing
Education
The University of Texas at Austin - The Red McCombs School of Business 2013 — 2014
Master's degree, Technology Commercialization
Vanderbilt University 1998 — 2002
Draftapp July 2014 - Present
Infochimps, a CSC company October 2013 - July 2014
Independent February 2011 - October 2013
Zephyr Associates, Inc. January 2008 - February 2011
UBS Wealth Management October 2006 - March 2008
Morgan Stanley 2003 - 2006
Skills
Wealth Management, Asset Allocation, Alternative Investments, Marketing, Investments, Mutual Funds, Finance, Asset Management, Hedge Funds, Equities, Analytics, Strategy, Portfolio Management, Management, Start-ups, Financial Markets, Leadership, Fixed Income, Strategic Planning, Cloud Computing
Education
The University of Texas at Austin - The Red McCombs School of Business 2013 — 2014
Master's degree, Technology Commercialization
Vanderbilt University 1998 — 2002
Sheena Kaur Sheena Kaur's Morgan Stanley Experience June 2008 - July 2010
Job Accounts Manager at Deloitte & Touche
Industry Management Consulting
Experience
Deloitte & Touche September 2010 - Present
Morgan Stanley June 2008 - July 2010
Skills
Trading, Dance, Singing
Education
The University of Texas at Austin - The Red McCombs School of Business 2006 — 2008
MBA, Finance
UCLA 2002 — 2006
BS, Accounting
Deloitte & Touche September 2010 - Present
Morgan Stanley June 2008 - July 2010
Skills
Trading, Dance, Singing
Education
The University of Texas at Austin - The Red McCombs School of Business 2006 — 2008
MBA, Finance
UCLA 2002 — 2006
BS, Accounting
Jeff Peskin Jeff Peskin's Morgan Stanley Experience May 2000 - November 2005
Job Financial Advisor
Industry Financial Services
Experience
Sovereign Investment Group 2005 - Present
Morgan Stanley May 2000 - November 2005
Universal Computer Systems February 1992 - May 2000
Education
The University of Texas at Austin 1987 — 1991
Sovereign Investment Group 2005 - Present
Morgan Stanley May 2000 - November 2005
Universal Computer Systems February 1992 - May 2000
Education
The University of Texas at Austin 1987 — 1991
Daniel Bray Daniel Bray's Morgan Stanley Experience August 2014 - Present
Job Healthcare Investment Banking Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2014 - Present
Troubadour Capital, LLC September 2013 - August 2014
MBA Investment Fund, LLC November 2012 - May 2014
McCombs School of Business July 2012 - May 2014
Morgan Stanley June 2013 - August 2013
BNP Paribas October 2008 - July 2012
Bank of America June 2007 - October 2008
Skills
Hedge Funds, Bloomberg, Alternative Investments, Valuation, Equities, Capital Markets, Fixed Income, Investment Banking, Financial Modeling, Private Equity, Equity Research, Derivatives, Asset Management, Investments, Portfolio Management, Corporate Finance, Structured Products, Asset Allocation, Series 7, Securities
Education
The University of Texas at Austin - The Red McCombs School of Business 2012 — 2014
Master of Business Administration (MBA), Finance, General
Wake Forest University 2003 — 2007
Bachelor's degree, History
Morgan Stanley August 2014 - Present
Troubadour Capital, LLC September 2013 - August 2014
MBA Investment Fund, LLC November 2012 - May 2014
McCombs School of Business July 2012 - May 2014
Morgan Stanley June 2013 - August 2013
BNP Paribas October 2008 - July 2012
Bank of America June 2007 - October 2008
Skills
Hedge Funds, Bloomberg, Alternative Investments, Valuation, Equities, Capital Markets, Fixed Income, Investment Banking, Financial Modeling, Private Equity, Equity Research, Derivatives, Asset Management, Investments, Portfolio Management, Corporate Finance, Structured Products, Asset Allocation, Series 7, Securities
Education
The University of Texas at Austin - The Red McCombs School of Business 2012 — 2014
Master of Business Administration (MBA), Finance, General
Wake Forest University 2003 — 2007
Bachelor's degree, History
Abishai Pinto's Morgan Stanley Experience June 2012 - August 2012
Job Investment Banking Analyst at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC July 2014 - Present
Goldman Sachs June 2013 - August 2013
Morgan Stanley June 2012 - August 2012
Southwest Airlines January 2012 - April 2012
U.S. Department of State May 2010 - August 2010
Southern Methodist University May 2009 - August 2009
Education
The University of Texas at Austin 2010 — 2014
Bachelor of Business Administration (B.B.A.) and Bachelor of Arts (B.A), Finance and Economics
Jefferies LLC July 2014 - Present
Goldman Sachs June 2013 - August 2013
Morgan Stanley June 2012 - August 2012
Southwest Airlines January 2012 - April 2012
U.S. Department of State May 2010 - August 2010
Southern Methodist University May 2009 - August 2009
Education
The University of Texas at Austin 2010 — 2014
Bachelor of Business Administration (B.B.A.) and Bachelor of Arts (B.A), Finance and Economics
Kaja Stepnowska Kaja Stepnowska's Morgan Stanley Experience April 2008 - April 2008
Job Investment Banking Associate at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch July 2011 - June 2014
Cappello Capital Corp. June 2010 - August 2010
J.P. Morgan January 2010 - January 2010
BRE Bank June 2009 - June 2009
Mercedes-Benz July 2008 - July 2008
Morgan Stanley April 2008 - April 2008
Citigroup April 2008 - April 2008
Skills
Financial Analysis, Investment Banking, Corporate Finance, Mergers & Acquisitions, Financial Modeling, Valuation, Equities, Capital Markets, Due Diligence, Finance, Economics
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2011
BBA, Finance
University of Richmond - Robins School of Business 2008 — 2009
Exchange Program, Accounting & Finance
University of Warwick - Warwick Business School 2007 — 2008
BSc, Accounting and Finance
Bank of America Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch July 2011 - June 2014
Cappello Capital Corp. June 2010 - August 2010
J.P. Morgan January 2010 - January 2010
BRE Bank June 2009 - June 2009
Mercedes-Benz July 2008 - July 2008
Morgan Stanley April 2008 - April 2008
Citigroup April 2008 - April 2008
Skills
Financial Analysis, Investment Banking, Corporate Finance, Mergers & Acquisitions, Financial Modeling, Valuation, Equities, Capital Markets, Due Diligence, Finance, Economics
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2011
BBA, Finance
University of Richmond - Robins School of Business 2008 — 2009
Exchange Program, Accounting & Finance
University of Warwick - Warwick Business School 2007 — 2008
BSc, Accounting and Finance
Tyler Buckingham Tyler Buckingham's Morgan Stanley Experience March 2008 - January 2009
Job Associate at Simmons & Company International
Industry Financial Services
Experience
Simmons & Company International September 2014 - Present
Barclays July 2013 - August 2014
Barclays June 2012 - August 2012
Credit Suisse January 2009 - July 2011
Morgan Stanley March 2008 - January 2009
Banc of America Securities June 2006 - January 2008
Education
The University of Texas at Austin - The Red McCombs School of Business
MBA, Finance
The University of Texas at Austin - The Red McCombs School of Business
BBA, Finance
Simmons & Company International September 2014 - Present
Barclays July 2013 - August 2014
Barclays June 2012 - August 2012
Credit Suisse January 2009 - July 2011
Morgan Stanley March 2008 - January 2009
Banc of America Securities June 2006 - January 2008
Education
The University of Texas at Austin - The Red McCombs School of Business
MBA, Finance
The University of Texas at Austin - The Red McCombs School of Business
BBA, Finance
Reena Nazir Reena Nazir's Morgan Stanley Experience June 2010 - June 2012
Job Associate Vice President Internal Audit at Barclays
Industry Accounting
Experience
Barclays June 2012 - Present
Morgan Stanley June 2010 - June 2012
PricewaterhouseCoopers January 2009 - June 2010
PricewaterhouseCoopers LLP June 2007 - August 2007
Ryan & Company May 2006 - August 2006
National Instruments May 2005 - August 2005
Skills
Auditing, Internal Controls, Internal Audit
Education
The University of Texas at Austin - Red McCombs School of Business 2004 — 2008
BBA, Accounting
Barclays June 2012 - Present
Morgan Stanley June 2010 - June 2012
PricewaterhouseCoopers January 2009 - June 2010
PricewaterhouseCoopers LLP June 2007 - August 2007
Ryan & Company May 2006 - August 2006
National Instruments May 2005 - August 2005
Skills
Auditing, Internal Controls, Internal Audit
Education
The University of Texas at Austin - Red McCombs School of Business 2004 — 2008
BBA, Accounting
Jeffrey Sinak, CIMA® Jeffrey Sinak, CIMA®'s Morgan Stanley Experience March 2004 - October 2005
Job SVP, BNY Mellon Retirement, DCIO National Accounts
Industry Financial Services
Experience
BNY Mellon November 2005 - Present
Morgan Stanley March 2004 - October 2005
Skills
Mutual Funds, CITs, 401k, Series 7, Investment Strategies, DCIO, Sub-Advisory
Education
The University of Texas at Austin 1998 — 2002
BNY Mellon November 2005 - Present
Morgan Stanley March 2004 - October 2005
Skills
Mutual Funds, CITs, 401k, Series 7, Investment Strategies, DCIO, Sub-Advisory
Education
The University of Texas at Austin 1998 — 2002
Jim Cannon's Morgan Stanley Experience January 1992 - December 1999
Job Managing Member at MD Cress Ventures
Industry Investment Banking
Experience
MD Cress Ventures January 2013 - Present
MD Cress & Associates, LLC June 2010 - Present
Commerce Consulting Group, LLC December 2007 - 2010
Mastodon Ventures December 2006 - December 2007
RiverStone Wealth Management May 2003 - December 2006
Oxford Financial Group January 2000 - May 2003
Morgan Stanley January 1992 - December 1999
Skills
Mergers, Financial Modeling, Private Placements, Venture Capital, Private Equity, Corporate Finance, Strategic Planning, Capital Raising, Investment Banking, Asset Managment, IPO, Corporate Development, Capital Structure, Capital, Capital Markets, Investment Strategies, Capital Allocation, Alternative Investments, Financial Structuring, LBO, Mergers & Acquisitions, Divestitures, Strategy, M&A experience, Structured Finance, Leveraged Finance, Growth Capital, Start-ups, Investor Relations, Funding, Entrepreneurship, Mezzanine, Business Valuation, Valuation, Investments, Finance, Due Diligence, Equity Capital Markets
Education
The University of Texas at Austin 1990 — 1992
B.A., Economics
MD Cress Ventures January 2013 - Present
MD Cress & Associates, LLC June 2010 - Present
Commerce Consulting Group, LLC December 2007 - 2010
Mastodon Ventures December 2006 - December 2007
RiverStone Wealth Management May 2003 - December 2006
Oxford Financial Group January 2000 - May 2003
Morgan Stanley January 1992 - December 1999
Skills
Mergers, Financial Modeling, Private Placements, Venture Capital, Private Equity, Corporate Finance, Strategic Planning, Capital Raising, Investment Banking, Asset Managment, IPO, Corporate Development, Capital Structure, Capital, Capital Markets, Investment Strategies, Capital Allocation, Alternative Investments, Financial Structuring, LBO, Mergers & Acquisitions, Divestitures, Strategy, M&A experience, Structured Finance, Leveraged Finance, Growth Capital, Start-ups, Investor Relations, Funding, Entrepreneurship, Mezzanine, Business Valuation, Valuation, Investments, Finance, Due Diligence, Equity Capital Markets
Education
The University of Texas at Austin 1990 — 1992
B.A., Economics
Ryan Robinson Ryan Robinson's Morgan Stanley Experience January 2014 - Present
Job Executive Director at Morgan Stanley
Industry Oil & Energy
Experience
Morgan Stanley January 2014 - Present
Morgan Stanley August 2010 - December 2013
Scotiabank August 2008 - August 2010
JP Morgan Securities, Inc. July 2007 - June 2008
Tesoro June 2006 - August 2006
Alaska Tanker Company June 1999 - July 2005
Education
The University of Texas at Austin - Red McCombs School of Business 2005 — 2007
MBA
United States Merchant Marine Academy 1995 — 1999
B.S.
Morgan Stanley January 2014 - Present
Morgan Stanley August 2010 - December 2013
Scotiabank August 2008 - August 2010
JP Morgan Securities, Inc. July 2007 - June 2008
Tesoro June 2006 - August 2006
Alaska Tanker Company June 1999 - July 2005
Education
The University of Texas at Austin - Red McCombs School of Business 2005 — 2007
MBA
United States Merchant Marine Academy 1995 — 1999
B.S.
Dan Edwards, CCP Dan Edwards, CCP's Morgan Stanley Experience June 2006 - June 2007
Job Total Rewards Manager at Baker Hughes
Industry Human Resources
Experience
Baker Hughes April 2014 - Present
Baker Hughes May 2013 - March 2014
Baker Hughes February 2012 - April 2013
KBR March 2009 - February 2012
Kinder Morgan July 2007 - March 2009
Morgan Stanley June 2006 - June 2007
Skills
Market Pricing, Salary Structures, Salary Surveys, Job Evaluation, Job Analysis, Compensation Planning, Executive Compensation, Incentive Programs, Equity Compensation, FLSA, Bonus, Performance Appraisal, Compensation, Performance Management, Certified Compensation...
Education
University of Houston-Victoria 2007 — 2010
MBA
The University of Texas at Austin 2001 — 2005
BA, Geography and Business Administration
Baker Hughes April 2014 - Present
Baker Hughes May 2013 - March 2014
Baker Hughes February 2012 - April 2013
KBR March 2009 - February 2012
Kinder Morgan July 2007 - March 2009
Morgan Stanley June 2006 - June 2007
Skills
Market Pricing, Salary Structures, Salary Surveys, Job Evaluation, Job Analysis, Compensation Planning, Executive Compensation, Incentive Programs, Equity Compensation, FLSA, Bonus, Performance Appraisal, Compensation, Performance Management, Certified Compensation...
Education
University of Houston-Victoria 2007 — 2010
MBA
The University of Texas at Austin 2001 — 2005
BA, Geography and Business Administration
Robert Passberger Robert Passberger's Morgan Stanley Experience June 2011 - August 2011
Job Sr. Instock Manager at Amazon
Industry Retail
Experience
Amazon September 2015 - Present
Raytheon Space and Airborne Systems June 2014 - August 2015
Raytheon Intelligence and Information Systems November 2013 - June 2014
Raytheon Missile Systems February 2013 - November 2013
Raytheon Space and Airborne Systems June 2012 - February 2013
Morgan Stanley June 2011 - August 2011
Random House May 2005 - July 2010
Skills
Data Analysis, Six Sigma, Communication, Operational Risk..., Vendor Management, Vendor Relationships, Monte Carlo Simulation, SAP, Leading Meetings
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2012
Master of Business Administration, Operations and Supply Chain Management
University of Michigan 2001 — 2005
BA, Creative Writing
Amazon September 2015 - Present
Raytheon Space and Airborne Systems June 2014 - August 2015
Raytheon Intelligence and Information Systems November 2013 - June 2014
Raytheon Missile Systems February 2013 - November 2013
Raytheon Space and Airborne Systems June 2012 - February 2013
Morgan Stanley June 2011 - August 2011
Random House May 2005 - July 2010
Skills
Data Analysis, Six Sigma, Communication, Operational Risk..., Vendor Management, Vendor Relationships, Monte Carlo Simulation, SAP, Leading Meetings
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2012
Master of Business Administration, Operations and Supply Chain Management
University of Michigan 2001 — 2005
BA, Creative Writing
Shaun Kolnick, CFA, CPA's Morgan Stanley Experience May 2011 - February 2014
Job Analyst at Senvest Management LLC
Industry Investment Management
Experience
Senvest Management LLC March 2014 - Present
Morgan Stanley May 2011 - February 2014
UBS April 2010 - May 2011
Deloitte August 2007 - April 2010
Skills
Financial Statements, Chartered Financial..., Series 7, Financial Modeling, Business Valuation, SEC filings, Valuation, Financial Analysis, CPA, Investments, Bloomberg, Equities
Education
The University of Texas at Austin - Red McCombs School of Business 2006 — 2007
Masters, Accounting
The University of Texas at Austin - Red McCombs School of Business 2003 — 2006
BBA, Bachelors in Business: Accounting Major
Senvest Management LLC March 2014 - Present
Morgan Stanley May 2011 - February 2014
UBS April 2010 - May 2011
Deloitte August 2007 - April 2010
Skills
Financial Statements, Chartered Financial..., Series 7, Financial Modeling, Business Valuation, SEC filings, Valuation, Financial Analysis, CPA, Investments, Bloomberg, Equities
Education
The University of Texas at Austin - Red McCombs School of Business 2006 — 2007
Masters, Accounting
The University of Texas at Austin - Red McCombs School of Business 2003 — 2006
BBA, Bachelors in Business: Accounting Major
Yiannis Roussochatzakis Yiannis Roussochatzakis's Morgan Stanley Experience January 2001 - May 2012
Job Managing Director at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase June 2012 - Present
Morgan Stanley January 2001 - May 2012
Citi January 1999 - October 2000
Mastercard 1994 - 2000
Skills
IT Strategy, Risk Management, Investment Banking, Trading Systems, Vendor Management, Financial Services, Program Management, Business Analysis, Electronic Trading, Fixed Income, Low Latency, SDLC, Equities, Strategy, Market Data, Telecommunications, Enterprise Architecture, Data Center, Project Management, PMO, Security, Portfolio Management, Product Management, Project Delivery, Hedge Funds, Derivatives, Financial Analysis, Asset Management, Change Management, Capital Markets
Education
The University of Texas at Austin 1983 — 1988
BSEE, Engineering
JPMorgan Chase June 2012 - Present
Morgan Stanley January 2001 - May 2012
Citi January 1999 - October 2000
Mastercard 1994 - 2000
Skills
IT Strategy, Risk Management, Investment Banking, Trading Systems, Vendor Management, Financial Services, Program Management, Business Analysis, Electronic Trading, Fixed Income, Low Latency, SDLC, Equities, Strategy, Market Data, Telecommunications, Enterprise Architecture, Data Center, Project Management, PMO, Security, Portfolio Management, Product Management, Project Delivery, Hedge Funds, Derivatives, Financial Analysis, Asset Management, Change Management, Capital Markets
Education
The University of Texas at Austin 1983 — 1988
BSEE, Engineering
Richard Sieling Richard Sieling's Morgan Stanley Experience 1988 - 1998
Job Financial Advisors at US Capital Advisors LLC
Industry Financial Services
Experience
US Capital Advisors LLC 2014 - Present
Wells Fargo Advisors, LLC 2012 - 2014
Retired 2010 - 2011
Lord Abbett 1998 - 2009
Morgan Stanley 1988 - 1998
Education
American Graduate School of International Management 1987 — 1988
MBA, International Finance
The University of Texas at Austin 1980 — 1984
BBA, Accounting
US Capital Advisors LLC 2014 - Present
Wells Fargo Advisors, LLC 2012 - 2014
Retired 2010 - 2011
Lord Abbett 1998 - 2009
Morgan Stanley 1988 - 1998
Education
American Graduate School of International Management 1987 — 1988
MBA, International Finance
The University of Texas at Austin 1980 — 1984
BBA, Accounting
Josh Hyatt's Morgan Stanley Experience June 2012 - August 2012
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch June 2013 - August 2013
Harris Williams & Co. May 2013 - May 2013
Cappello Capital Corp. September 2012 - December 2012
Morgan Stanley June 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Business Development, Public Speaking, Financial Analysis, VBA, Valuation, Financial Modeling, Corporate Finance, Investment Banking, Private Equity
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2014
Bachelor of Business Administration, Finance
Langley High School 2006 — 2010
Bank of America Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch June 2013 - August 2013
Harris Williams & Co. May 2013 - May 2013
Cappello Capital Corp. September 2012 - December 2012
Morgan Stanley June 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Business Development, Public Speaking, Financial Analysis, VBA, Valuation, Financial Modeling, Corporate Finance, Investment Banking, Private Equity
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2014
Bachelor of Business Administration, Finance
Langley High School 2006 — 2010
Frank Muller's Morgan Stanley Experience August 2001 - July 2003
Job Chief Executive Officer & President
Industry Financial Services
Experience
Behringer Securities LP September 2011 - Present
Kiski Group August 2010 - September 2011
Hines July 2003 - August 2010
Morgan Stanley August 2001 - July 2003
Van Kampen Funds September 1991 - August 2001
Advantage Capital October 1987 - September 1991
Scientific Glass & Instruments August 1985 - October 1987
Skills
Investment Advisory, Mutual Funds, Portfolio Management, Securities, Investments, Wealth Management, Financial Advisory, Equities, Series 63, Alternative Investments, Financial Planning, Financial Services, Series 7, Asset Management, Investment Management, Strategic Financial..., Retail, Separately Managed..., Valuation, Mergers & Acquisitions, Asset Managment, Real Estate, ETFs, Fixed Income, Series 24, Investor Relations, Due Diligence, Asset Allocation, Private Equity, Hedge Funds, Investment Strategies, Capital Markets
Education
The University of Texas at Austin - The Red McCombs School of Business 1980 — 1985
Bachelor of Business Administration (B.B.A.), Accounting
Behringer Securities LP September 2011 - Present
Kiski Group August 2010 - September 2011
Hines July 2003 - August 2010
Morgan Stanley August 2001 - July 2003
Van Kampen Funds September 1991 - August 2001
Advantage Capital October 1987 - September 1991
Scientific Glass & Instruments August 1985 - October 1987
Skills
Investment Advisory, Mutual Funds, Portfolio Management, Securities, Investments, Wealth Management, Financial Advisory, Equities, Series 63, Alternative Investments, Financial Planning, Financial Services, Series 7, Asset Management, Investment Management, Strategic Financial..., Retail, Separately Managed..., Valuation, Mergers & Acquisitions, Asset Managment, Real Estate, ETFs, Fixed Income, Series 24, Investor Relations, Due Diligence, Asset Allocation, Private Equity, Hedge Funds, Investment Strategies, Capital Markets
Education
The University of Texas at Austin - The Red McCombs School of Business 1980 — 1985
Bachelor of Business Administration (B.B.A.), Accounting
Jordan Tavarez's Morgan Stanley Experience July 2014 - July 2014
Job Summer Intern at Zacks Investment Research
Industry Capital Markets
Experience
Zacks Investment Research June 2015 - Present
Piper Jaffray July 2015 - July 2015
Morgan Stanley July 2014 - July 2014
Wells Fargo Securities March 2014 - March 2014
Goldman Sachs November 2013 - November 2013
Spectrum Solutions Company June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Teamwork, Microsoft Word, Event Planning, Leadership, PowerPoint, Trading, Financial Analysis, Bloomberg Terminal, Time Management
Education
The University of Texas at Austin 2013 — 2016
Bachelor of Business Administration (BBA), Finance
The University of Texas at El Paso 2012 — 2013
Zacks Investment Research June 2015 - Present
Piper Jaffray July 2015 - July 2015
Morgan Stanley July 2014 - July 2014
Wells Fargo Securities March 2014 - March 2014
Goldman Sachs November 2013 - November 2013
Spectrum Solutions Company June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Teamwork, Microsoft Word, Event Planning, Leadership, PowerPoint, Trading, Financial Analysis, Bloomberg Terminal, Time Management
Education
The University of Texas at Austin 2013 — 2016
Bachelor of Business Administration (BBA), Finance
The University of Texas at El Paso 2012 — 2013
Albert Blanchard's Morgan Stanley Experience July 2007 - July 2009
Job Private Investor
Industry Venture Capital & Private Equity
Experience
Crescent Equity Partners August 2009 - Present
Morgan Stanley July 2007 - July 2009
Citigroup Global Markets August 2005 - July 2007
WhiteFence July 2000 - June 2003
Arthur Andersen 1997 - 2000
Skills
Investment Banking, Venture Capital, Financial Modeling, Corporate Development, Portfolio Management, Private Equity, Due Diligence
Education
The Wharton School, University of Pennsylvania 2003 — 2005
MBA, Finance and Accounting
The University of Texas at Austin 1993 — 1997
BBA, Accounting
Crescent Equity Partners August 2009 - Present
Morgan Stanley July 2007 - July 2009
Citigroup Global Markets August 2005 - July 2007
WhiteFence July 2000 - June 2003
Arthur Andersen 1997 - 2000
Skills
Investment Banking, Venture Capital, Financial Modeling, Corporate Development, Portfolio Management, Private Equity, Due Diligence
Education
The Wharton School, University of Pennsylvania 2003 — 2005
MBA, Finance and Accounting
The University of Texas at Austin 1993 — 1997
BBA, Accounting
Vikas Dwivedi's Morgan Stanley Experience July 2006 - July 2008
Job Global oil and gas strategist at Macquarie Group
Industry Financial Services
Experience
Macquarie Group October 2011 - Present
BTU CAPITAL MANAGEMENT January 2010 - September 2011
Quantum Energy Partners July 2008 - January 2010
Morgan Stanley July 2006 - July 2008
Prudential Equity Group July 2001 - August 2006
Enron June 2000 - July 2001
Shell Oil Company 1990 - 1998
Skills
Equity Research, Hedge Funds, Options, Equities, Trading, Capital Markets
Education
Vanderbilt University - Owen Graduate School of Management 1998 — 2000
MBA, Finance
University of Houston 1994 — 1996
MS, Chemical Engineering
The University of Texas at Austin 1988 — 1992
B.S., Chemical Engineering
Macquarie Group October 2011 - Present
BTU CAPITAL MANAGEMENT January 2010 - September 2011
Quantum Energy Partners July 2008 - January 2010
Morgan Stanley July 2006 - July 2008
Prudential Equity Group July 2001 - August 2006
Enron June 2000 - July 2001
Shell Oil Company 1990 - 1998
Skills
Equity Research, Hedge Funds, Options, Equities, Trading, Capital Markets
Education
Vanderbilt University - Owen Graduate School of Management 1998 — 2000
MBA, Finance
University of Houston 1994 — 1996
MS, Chemical Engineering
The University of Texas at Austin 1988 — 1992
B.S., Chemical Engineering
Dzu Doan's Morgan Stanley Experience October 2001 - May 2004
Job Senior Vice President, Bank of America Leasing at Bank of America
Industry Food & Beverages
Experience
Bank of America July 2014 - Present
GE Capital, Corporate Finance January 2011 - June 2014
GE Capital, Franchise Finance June 2008 - December 2010
GE Capital June 2006 - June 2008
Morgan Stanley October 2001 - May 2004
Skills
Financial Analysis, Structured Finance, Financial Modeling, Leveraged Finance, Portfolio Management, Corporate Finance, Finance, Strategic Planning, Due Diligence, Valuation, Financial Structuring
Education
University of Southern California - Marshall School of Business 2004 — 2006
MBA
The University of Texas at Austin 1994 — 1999
Bachelors
Bank of America July 2014 - Present
GE Capital, Corporate Finance January 2011 - June 2014
GE Capital, Franchise Finance June 2008 - December 2010
GE Capital June 2006 - June 2008
Morgan Stanley October 2001 - May 2004
Skills
Financial Analysis, Structured Finance, Financial Modeling, Leveraged Finance, Portfolio Management, Corporate Finance, Finance, Strategic Planning, Due Diligence, Valuation, Financial Structuring
Education
University of Southern California - Marshall School of Business 2004 — 2006
MBA
The University of Texas at Austin 1994 — 1999
Bachelors
Lauren Honza's Morgan Stanley Experience November 1993 - May 1998
Job Strategic Research Investment Analyst at Employees Retirement System of Texas
Industry Investment Management
Experience
Employees Retirement System of Texas January 2010 - Present
Bank of America March 2002 - January 2010
Goldman Sachs August 2000 - November 2001
Morgan Stanley November 1993 - May 1998
Education
The University of Texas at Austin - The Red McCombs School of Business 1998 — 2000
Master of Business Administration (MBA), Finance
The University of Texas at Austin 1988 — 1992
Business, Marketing
Employees Retirement System of Texas January 2010 - Present
Bank of America March 2002 - January 2010
Goldman Sachs August 2000 - November 2001
Morgan Stanley November 1993 - May 1998
Education
The University of Texas at Austin - The Red McCombs School of Business 1998 — 2000
Master of Business Administration (MBA), Finance
The University of Texas at Austin 1988 — 1992
Business, Marketing
Jake Kelley's Morgan Stanley Experience 2003 - 2007
Job Commercial Real Estate Debt & Equity Advisor at JLL
Industry Commercial Real Estate
Experience
JLL 2012 - Present
CBRE 2011 - 2012
Terra Capital Partners 2009 - 2011
Lehman Brothers 2007 - 2008
Morgan Stanley 2003 - 2007
Education
The University of Texas at Austin - The Red McCombs School of Business 1997 — 2001
BBA, Finance
Institut Paul Bocuse - Lyon, France 2008 — 2008
Culinary Arts
JLL 2012 - Present
CBRE 2011 - 2012
Terra Capital Partners 2009 - 2011
Lehman Brothers 2007 - 2008
Morgan Stanley 2003 - 2007
Education
The University of Texas at Austin - The Red McCombs School of Business 1997 — 2001
BBA, Finance
Institut Paul Bocuse - Lyon, France 2008 — 2008
Culinary Arts
Michelle Manske-Hale's Morgan Stanley Experience July 2001 - September 2002
Job Fund Marketing Recruiter at Glocap
Industry Staffing and Recruiting
Experience
Glocap Search January 2007 - May 2010
Thomas Weisel Partners July 2004 - June 2006
Morgan Stanley July 2001 - September 2002
Education
The University of Texas at Austin 1997 — 2001
Glocap Search January 2007 - May 2010
Thomas Weisel Partners July 2004 - June 2006
Morgan Stanley July 2001 - September 2002
Education
The University of Texas at Austin 1997 — 2001
Angela Faye Brown's Morgan Stanley Experience January 2008 - August 2008
Job Attorney at Law at Law Office of Angela Faye Brown
Industry Law Practice
Experience
Whelan Brown Law Firm May 2011 - Present
Texas RioGrande Legal Aid February 2010 - May 2011
Children's Rights Clinic August 2010 - December 2010
Texas Legislative Council August 2010 - November 2010
City of Austin May 2010 - August 2010
Texas RioGrande Legal Aid January 2010 - May 2010
Criminal Defense Clinic January 2010 - May 2010
Texas RioGrande Legal Aid May 2009 - August 2009
Morgan Stanley January 2008 - August 2008
Morgan Stanley January 2008 - August 2008
Skills
Legal Writing, Family Law, Legal Research, Hearings, Courts, Public Policy, Non-profits, Litigation, Public Speaking, Policy, Policy Analysis, Government Relations, Will drafting, Adoption Law, Child Custody, Child Advocacy, Child Support, Divorce Law, Nonprofits, Communication, Depositions, Administrative Law, Immigration Law, Civil Litigation, Legal Issues, Wills
Education
The University of Texas School of Law 2008 — 2010
Juris Doctor, Law
The University of Texas at Austin - The LBJ School of Public Affairs 2005 — 2007
MPaff, Public Policy
The University of Texas at Austin 1999 — 2000
BA, History, Minor Biology
Xavier University of Louisiana 1996 — 1997
Biology
Whelan Brown Law Firm May 2011 - Present
Texas RioGrande Legal Aid February 2010 - May 2011
Children's Rights Clinic August 2010 - December 2010
Texas Legislative Council August 2010 - November 2010
City of Austin May 2010 - August 2010
Texas RioGrande Legal Aid January 2010 - May 2010
Criminal Defense Clinic January 2010 - May 2010
Texas RioGrande Legal Aid May 2009 - August 2009
Morgan Stanley January 2008 - August 2008
Morgan Stanley January 2008 - August 2008
Skills
Legal Writing, Family Law, Legal Research, Hearings, Courts, Public Policy, Non-profits, Litigation, Public Speaking, Policy, Policy Analysis, Government Relations, Will drafting, Adoption Law, Child Custody, Child Advocacy, Child Support, Divorce Law, Nonprofits, Communication, Depositions, Administrative Law, Immigration Law, Civil Litigation, Legal Issues, Wills
Education
The University of Texas School of Law 2008 — 2010
Juris Doctor, Law
The University of Texas at Austin - The LBJ School of Public Affairs 2005 — 2007
MPaff, Public Policy
The University of Texas at Austin 1999 — 2000
BA, History, Minor Biology
Xavier University of Louisiana 1996 — 1997
Biology
Jean Zhang's Morgan Stanley Experience
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley
Skills
Series 7, Disaster Recovery, Equities, Low Latency, Fixed Income, Sybase, Enterprise Architecture, Trading Systems, Derivatives, Vendor Management, Electronic Trading, Series 63, IT Strategy
Education
The University of Texas at Austin
Morgan Stanley
Skills
Series 7, Disaster Recovery, Equities, Low Latency, Fixed Income, Sybase, Enterprise Architecture, Trading Systems, Derivatives, Vendor Management, Electronic Trading, Series 63, IT Strategy
Education
The University of Texas at Austin
Neelesh Masih's Morgan Stanley Experience September 2007 - May 2015
Job Sr. Technology Analyst at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley September 2007 - May 2015
Architel October 2006 - September 2007
Ron Walker Associates March 2004 - September 2006
Travelocity 2003 - 2005
Skills
Active Directory, Servers, Windows Server, Networking, VPN, Windows XP, Operating Systems, Help Desk Support, Technical Support, Security, Hardware, Vendor Management, Software Installation, HP, Windows, XP, Windows 7, Citrix XenDesktop
Education
The University of Texas at Austin 1991 — 1997
Bachelor's degree, Biology, General
Morgan Stanley September 2007 - May 2015
Architel October 2006 - September 2007
Ron Walker Associates March 2004 - September 2006
Travelocity 2003 - 2005
Skills
Active Directory, Servers, Windows Server, Networking, VPN, Windows XP, Operating Systems, Help Desk Support, Technical Support, Security, Hardware, Vendor Management, Software Installation, HP, Windows, XP, Windows 7, Citrix XenDesktop
Education
The University of Texas at Austin 1991 — 1997
Bachelor's degree, Biology, General
Tom Gladd's Morgan Stanley Experience June 2011 - December 2013
Job Principal at Retired Quantitative Analyst
Industry Financial Services
Experience
Retired Quantitative Analyst January 2014 - Present
Morgan Stanley June 2011 - December 2013
Pacific Gas & Electric August 2009 - October 2010
Protiviti April 2008 - April 2009
Citi April 1997 - April 2008
Financial Engineering Associates April 1995 - January 1997
Berkeley Research Assocates January 1989 - March 1995
Jaycor November 1980 - December 1988
University of Maryland January 1977 - November 1980
Los Alamos National Laboratory May 1973 - December 1975
Skills
Quantitative Finance, Derivatives, Fixed Income, Trading, Equities, Physics, Mathematica, Quantitative Analytics, Simulations, FX Options, Structured Products, Equity Derivatives, Volatility, Market Risk, Electronic Trading, Financial Modeling, Commodity, Financial Risk, Trading Systems, Monte Carlo Simulation, Hedge Funds, Portfolio Management, Options, Capital Markets, Credit Derivatives, Structured Finance, Interest Rate..., Credit Risk, Bloomberg, Trading Strategies
Education
The University of Texas at Austin 1962 — 1972
PhD, plasma physics
Retired Quantitative Analyst January 2014 - Present
Morgan Stanley June 2011 - December 2013
Pacific Gas & Electric August 2009 - October 2010
Protiviti April 2008 - April 2009
Citi April 1997 - April 2008
Financial Engineering Associates April 1995 - January 1997
Berkeley Research Assocates January 1989 - March 1995
Jaycor November 1980 - December 1988
University of Maryland January 1977 - November 1980
Los Alamos National Laboratory May 1973 - December 1975
Skills
Quantitative Finance, Derivatives, Fixed Income, Trading, Equities, Physics, Mathematica, Quantitative Analytics, Simulations, FX Options, Structured Products, Equity Derivatives, Volatility, Market Risk, Electronic Trading, Financial Modeling, Commodity, Financial Risk, Trading Systems, Monte Carlo Simulation, Hedge Funds, Portfolio Management, Options, Capital Markets, Credit Derivatives, Structured Finance, Interest Rate..., Credit Risk, Bloomberg, Trading Strategies
Education
The University of Texas at Austin 1962 — 1972
PhD, plasma physics
Dotti Reeder's Morgan Stanley Experience January 1996 - March 2000
Job Managing Director at Tolleson Wealth Management
Industry Financial Services
Experience
Tolleson Wealth Management June 2014 - Present
JP Morgan April 2002 - August 2014
Morgan Stanley January 1996 - March 2000
Kidder Peabody May 1993 - March 1995
KPMG US May 1981 - May 1983
Skills
Wealth Management..., Investments, Investment Management, Private Banking, Wealth Management, Investment Strategies, High Net Worth..., Banking, Alternative Investments, Wealth, Bonds, Financial Planners, Estate Planning, Portfolio Management, Asset Management, Asset Allocation, Hedge Funds, Series 7, Equities, Securities, Trust Services, Credit, Mortgage Lending, Loans, Asset Managment
Education
The University of Texas at Austin - The Red McCombs School of Business 1977 — 1981
BBA, Accounting
Highland Park High School 1973 — 1977
Tolleson Wealth Management June 2014 - Present
JP Morgan April 2002 - August 2014
Morgan Stanley January 1996 - March 2000
Kidder Peabody May 1993 - March 1995
KPMG US May 1981 - May 1983
Skills
Wealth Management..., Investments, Investment Management, Private Banking, Wealth Management, Investment Strategies, High Net Worth..., Banking, Alternative Investments, Wealth, Bonds, Financial Planners, Estate Planning, Portfolio Management, Asset Management, Asset Allocation, Hedge Funds, Series 7, Equities, Securities, Trust Services, Credit, Mortgage Lending, Loans, Asset Managment
Education
The University of Texas at Austin - The Red McCombs School of Business 1977 — 1981
BBA, Accounting
Highland Park High School 1973 — 1977
Gretell Merlo's Morgan Stanley Experience 2012 - Present
Job IB Credit Risk Management at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2012 - Present
Developing World Markets 2010 - 2012
FINCA International 2009 - 2009
JPMorgan Securities 2006 - 2009
JPMorgan Chase 2005 - 2006
Skills
Capital Markets, Credit Analysis
Education
The University of Texas at Austin 2001 — 2004
Morgan Stanley 2012 - Present
Developing World Markets 2010 - 2012
FINCA International 2009 - 2009
JPMorgan Securities 2006 - 2009
JPMorgan Chase 2005 - 2006
Skills
Capital Markets, Credit Analysis
Education
The University of Texas at Austin 2001 — 2004
Manish Maher's Morgan Stanley Experience December 2011 - December 2012
Job
Industry Information Technology and Services
Experience
Audein Auxiliary Development & Integration January 2010 - Present
EMC July 2015 - September 2015
Nike December 2014 - June 2015
Hewlett-Packard July 2014 - November 2014
Nike May 2014 - June 2014
Hewlett-Packard January 2013 - April 2014
Morgan Stanley December 2011 - December 2012
Insurity April 2010 - December 2011
Sherwin Williams January 2010 - April 2010
Accenture July 2005 - January 2010
Skills
Project Management, Project Portfolio..., Integration, Program Management, IT Service Management, Business Analysis, Service Delivery, SaaS, Databases, Project Planning, SDLC, Management, Oracle, Security, Software Project..., Systems Analysis, Vendor Management, CRM, Consulting, Business Process, Enterprise Software, Resource Management, PMO, Oracle PL/SQL..., Business Intelligence, JSP, Web Services, Application Lifecycle..., Agile Application..., Scrum, Requirements Gathering, SQL, PL/SQL, Change Management, Agile Methodologies, IT Strategy, Business Process...
Education
The University of Texas at Austin 2001 — 2004
Management Information Systems, Management Information Systems, General
The University of Texas at Austin - The Red McCombs School of Business 2001 — 2004
Bachelor of Business Administration (BBA), Management Information Systems and Services
Audein Auxiliary Development & Integration January 2010 - Present
EMC July 2015 - September 2015
Nike December 2014 - June 2015
Hewlett-Packard July 2014 - November 2014
Nike May 2014 - June 2014
Hewlett-Packard January 2013 - April 2014
Morgan Stanley December 2011 - December 2012
Insurity April 2010 - December 2011
Sherwin Williams January 2010 - April 2010
Accenture July 2005 - January 2010
Skills
Project Management, Project Portfolio..., Integration, Program Management, IT Service Management, Business Analysis, Service Delivery, SaaS, Databases, Project Planning, SDLC, Management, Oracle, Security, Software Project..., Systems Analysis, Vendor Management, CRM, Consulting, Business Process, Enterprise Software, Resource Management, PMO, Oracle PL/SQL..., Business Intelligence, JSP, Web Services, Application Lifecycle..., Agile Application..., Scrum, Requirements Gathering, SQL, PL/SQL, Change Management, Agile Methodologies, IT Strategy, Business Process...
Education
The University of Texas at Austin 2001 — 2004
Management Information Systems, Management Information Systems, General
The University of Texas at Austin - The Red McCombs School of Business 2001 — 2004
Bachelor of Business Administration (BBA), Management Information Systems and Services
John Shepherd's Morgan Stanley Experience 1994 - 2005
Job Managing Partner at Strata Energy Investments
Industry Financial Services
Experience
Strata Energy Investments, LP July 2015 - Present
GE Energy Financial Services September 2005 - March 2015
Morgan Stanley 1994 - 2005
Education
The University of Texas at Austin 1992 — 1994
Master of Business Administration (MBA)
The University of Texas at Austin 1985 — 1989
Bachelor of Arts (B.A.)
Strata Energy Investments, LP July 2015 - Present
GE Energy Financial Services September 2005 - March 2015
Morgan Stanley 1994 - 2005
Education
The University of Texas at Austin 1992 — 1994
Master of Business Administration (MBA)
The University of Texas at Austin 1985 — 1989
Bachelor of Arts (B.A.)
Catherine Harrell, CIMA's Morgan Stanley Experience 1984 - 2003
Job Senior Vice President, Wealth Management Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch, Pierce, Fenner & Smith Incorporated 2003 - Present
Morgan Stanley 1984 - 2003
Rauscher Pierce Refsnes, Inc. 1983 - 1984
Skills
Portfolio Management, Insurance, Investments, Wealth Management, Asset Allocation, High Net Worth..., Financial Planning, Retirement, Wealth, 401k, Securities, Strategic Planning, Cash Management, Analysis, Retirement Planning, Small Business, Asset Management, Annuities, Alternative Investments, Equities, Investment Strategies, Fixed Income, Risk Management, Investment Advisory, Estate Planning, Strategic Financial..., Financial Services, Finance, Corporate Finance, Financial Advisory, Series 7, Mutual Funds, Wealth Management..., Series 63, Investment Management
Education
University of Pennsylvania - The Wharton School 2002 — 2004
CIMA, Certified Investment Management Analyst
University of Pennsylvania - The Wharton School 1998 — 1999
Executive MBA, Wealth Management
The University of Texas at Austin - The Red McCombs School of Business 1979 — 1983
BBA, Finance/Accounting
Merrill Lynch, Pierce, Fenner & Smith Incorporated 2003 - Present
Morgan Stanley 1984 - 2003
Rauscher Pierce Refsnes, Inc. 1983 - 1984
Skills
Portfolio Management, Insurance, Investments, Wealth Management, Asset Allocation, High Net Worth..., Financial Planning, Retirement, Wealth, 401k, Securities, Strategic Planning, Cash Management, Analysis, Retirement Planning, Small Business, Asset Management, Annuities, Alternative Investments, Equities, Investment Strategies, Fixed Income, Risk Management, Investment Advisory, Estate Planning, Strategic Financial..., Financial Services, Finance, Corporate Finance, Financial Advisory, Series 7, Mutual Funds, Wealth Management..., Series 63, Investment Management
Education
University of Pennsylvania - The Wharton School 2002 — 2004
CIMA, Certified Investment Management Analyst
University of Pennsylvania - The Wharton School 1998 — 1999
Executive MBA, Wealth Management
The University of Texas at Austin - The Red McCombs School of Business 1979 — 1983
BBA, Finance/Accounting
Ruchir Kadakia's Morgan Stanley Experience 2005 - 2007
Job CEO at Tethys Partners
Industry Oil & Energy
Experience
Tethys Partners 2013 - Present
CERA 2007 - 2013
Morgan Stanley 2005 - 2007
Ritchie Capital Management 2004 - 2005
Duke Energy Corporation 2000 - 2004
PwC 1999 - 2000
Skills
Energy, Natural Gas, Energy Markets, Commodity Markets, Renewable Energy, Energy Industry, Energy Policy, Petroleum, Business Strategy, Due Diligence, Gas, Upstream, Investments, Oil & Gas Industry, Derivatives
Education
The University of Texas at Austin - The Red McCombs School of Business 1996 — 2000
Bachelor of Business Administration (BBA), Accounting and Finance
Tethys Partners 2013 - Present
CERA 2007 - 2013
Morgan Stanley 2005 - 2007
Ritchie Capital Management 2004 - 2005
Duke Energy Corporation 2000 - 2004
PwC 1999 - 2000
Skills
Energy, Natural Gas, Energy Markets, Commodity Markets, Renewable Energy, Energy Industry, Energy Policy, Petroleum, Business Strategy, Due Diligence, Gas, Upstream, Investments, Oil & Gas Industry, Derivatives
Education
The University of Texas at Austin - The Red McCombs School of Business 1996 — 2000
Bachelor of Business Administration (BBA), Accounting and Finance
James North's Morgan Stanley Experience September 1998 - Present
Job Employee at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 1998 - Present
Education
The University of Texas at Austin - The Red McCombs School of Business 1974 — 1977
MBA, Finance
Morgan Stanley September 1998 - Present
Education
The University of Texas at Austin - The Red McCombs School of Business 1974 — 1977
MBA, Finance
Kristi Estes's Morgan Stanley Experience January 1999 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 1999 - Present
Skills
Series 7
Education
The University of Texas at Austin 1990 — 1994
Bachelor of Business Administration, International Business
Morgan Stanley January 1999 - Present
Skills
Series 7
Education
The University of Texas at Austin 1990 — 1994
Bachelor of Business Administration, International Business
Kristin Walter's Morgan Stanley Experience October 2008 - March 2015
Job Managing Broker at Innovative Real Estate, Summit County
Industry Real Estate
Experience
Innovative Real Estate March 2015 - Present
Summit Real Estate-The Simson Group July 2014 - March 2015
Morgan Stanley October 2008 - March 2015
K Walter Realty Group, LLC July 2013 - July 2014
Cherry Creek Properties, LLC May 2011 - July 2013
The Denver Realty Company March 2010 - May 2011
Innovative Real Estate October 2008 - March 2010
Keller Williams Realty 2006 - 2008
Fort Bend Independent School District November 2004 - May 2006
Peer Assistance Network of America January 2002 - May 2002
Skills
REO, Sellers, Real Estate, 1031 Exchanges, Investment Properties, Investments, Short Sales, Rentals, Foreclosures, Negotiation, Investors, Relocation, First Time Home Buyers, Listings, Referrals, Buyer Representation, Property, Residential Homes, Luxury, Contract Negotiation, Commercial Real Estate, Real Property, Real Estate Transactions, Condos, Sales, Selling, Brokerage, FHA, Real Estate Financing, Property Management, Single Family Homes, Real Estate Development
Education
The University of Texas at Austin 1998 — 2002
Bachelor of Arts, English, Spanish, Business
University of St. Thomas (TX) 1996 — 1997
Saint Agnes Academy 1992 — 1996
Innovative Real Estate March 2015 - Present
Summit Real Estate-The Simson Group July 2014 - March 2015
Morgan Stanley October 2008 - March 2015
K Walter Realty Group, LLC July 2013 - July 2014
Cherry Creek Properties, LLC May 2011 - July 2013
The Denver Realty Company March 2010 - May 2011
Innovative Real Estate October 2008 - March 2010
Keller Williams Realty 2006 - 2008
Fort Bend Independent School District November 2004 - May 2006
Peer Assistance Network of America January 2002 - May 2002
Skills
REO, Sellers, Real Estate, 1031 Exchanges, Investment Properties, Investments, Short Sales, Rentals, Foreclosures, Negotiation, Investors, Relocation, First Time Home Buyers, Listings, Referrals, Buyer Representation, Property, Residential Homes, Luxury, Contract Negotiation, Commercial Real Estate, Real Property, Real Estate Transactions, Condos, Sales, Selling, Brokerage, FHA, Real Estate Financing, Property Management, Single Family Homes, Real Estate Development
Education
The University of Texas at Austin 1998 — 2002
Bachelor of Arts, English, Spanish, Business
University of St. Thomas (TX) 1996 — 1997
Saint Agnes Academy 1992 — 1996
Ryan McHugh, CPA's Morgan Stanley Experience July 1999 - December 1999
Job Assistant Controller at Glori Energy, Inc.
Industry Accounting
Experience
Glori Energy, Inc. May 2012 - Present
Stewart Title November 2008 - May 2012
Grant Thornton January 2005 - November 2008
Guaranty Bank now BBVA Compass March 2000 - June 2002
Morgan Stanley July 1999 - December 1999
Skills
Internal Controls, Auditing, Accounting, Sarbanes-Oxley Act, SEC filings, Financial Reporting, US GAAP, Sarbanes-Oxley, CPA, General Ledger, Financial Accounting, Financial Statements, Variance Analysis, GAAP, SEC Filings, Financial Analysis, Finance
Education
The University of Texas at Austin 1995 — 1999
Bachelor of Arts, Economics
The University of Texas at San Antonio 2003 — 2004
MS, Accounting
Kingwood H.S. 1991 — 1995
Glori Energy, Inc. May 2012 - Present
Stewart Title November 2008 - May 2012
Grant Thornton January 2005 - November 2008
Guaranty Bank now BBVA Compass March 2000 - June 2002
Morgan Stanley July 1999 - December 1999
Skills
Internal Controls, Auditing, Accounting, Sarbanes-Oxley Act, SEC filings, Financial Reporting, US GAAP, Sarbanes-Oxley, CPA, General Ledger, Financial Accounting, Financial Statements, Variance Analysis, GAAP, SEC Filings, Financial Analysis, Finance
Education
The University of Texas at Austin 1995 — 1999
Bachelor of Arts, Economics
The University of Texas at San Antonio 2003 — 2004
MS, Accounting
Kingwood H.S. 1991 — 1995
Nicole Thornburg, CIA's Morgan Stanley Experience January 2011 - October 2011
Job Senior VP, Internal Audit at Citi
Industry Financial Services
Experience
Citi September 2015 - Present
Citi August 2012 - September 2015
Bank of America October 2011 - 2012
Morgan Stanley January 2011 - October 2011
Morgan Stanley January 2008 - December 2010
Bank of America June 2006 - January 2008
Real Time Resolutions November 2002 - June 2006
Skills
Internal Audit, Internal Controls, Auditing, Enterprise Risk..., Process Improvement, Risk Assessment, Finance, Credit, Operational Risk, Mortgage Lending, Management, Sarbanes-Oxley, Mortgage Servicing, Risk Management, Financial Analysis, Real Estate, Bankruptcy, Banking, Financial Risk, Sarbanes-Oxley Act
Education
The University of Texas at Dallas 2010 — 2015
Master of Business Administration (M.B.A.), Accounting and Business/Management
Universtiy of North Texas 1997 — 2002
BBA, Business Management
Citi September 2015 - Present
Citi August 2012 - September 2015
Bank of America October 2011 - 2012
Morgan Stanley January 2011 - October 2011
Morgan Stanley January 2008 - December 2010
Bank of America June 2006 - January 2008
Real Time Resolutions November 2002 - June 2006
Skills
Internal Audit, Internal Controls, Auditing, Enterprise Risk..., Process Improvement, Risk Assessment, Finance, Credit, Operational Risk, Mortgage Lending, Management, Sarbanes-Oxley, Mortgage Servicing, Risk Management, Financial Analysis, Real Estate, Bankruptcy, Banking, Financial Risk, Sarbanes-Oxley Act
Education
The University of Texas at Dallas 2010 — 2015
Master of Business Administration (M.B.A.), Accounting and Business/Management
Universtiy of North Texas 1997 — 2002
BBA, Business Management
Ken Karnovsky's Morgan Stanley Experience 2004 - 2005
Job Level 2 Candidate in the CFA Program. Program and Management Evaluator.
Industry Government Administration
Experience
Strategic Wealth Management Group, LLC 2007 - 2010
M&I Bank 2006 - 2006
Morgan Stanley 2004 - 2005
Madison Metro Transit 2003 - 2004
Wisconsin Dept. of Corrections 1999 - 2002
New York City Transit 1998 - 1998
Institute of Labor & Industrial Relations 1997 - 1998
Student 1995 - 1997
Toronto Transit Commision 1979 - 1995
Law Office of Janice Azoulay 1990 - 1993
Education
The University of Texas at Austin
BA, Psychology & Economics
University of Illinois at Urbana-Champaign
Master's Degree, Labor & Industrial Relations
University of North Texas
Strategic Wealth Management Group, LLC 2007 - 2010
M&I Bank 2006 - 2006
Morgan Stanley 2004 - 2005
Madison Metro Transit 2003 - 2004
Wisconsin Dept. of Corrections 1999 - 2002
New York City Transit 1998 - 1998
Institute of Labor & Industrial Relations 1997 - 1998
Student 1995 - 1997
Toronto Transit Commision 1979 - 1995
Law Office of Janice Azoulay 1990 - 1993
Education
The University of Texas at Austin
BA, Psychology & Economics
University of Illinois at Urbana-Champaign
Master's Degree, Labor & Industrial Relations
University of North Texas
Michael Robichaud's Morgan Stanley Experience 1997 - 1998
Job Project Manager at Ascendix Technologies
Industry Information Technology and Services
Experience
Ascendix Technologies May 2014 - Present
SpinSci Technologies LLC November 2011 - May 2014
AFS Technologies Inc. July 2010 - October 2011
Mercer June 2009 - July 2010
ACS, a Xerox Company April 2006 - August 2008
Citi November 2002 - April 2006
Perot Systems Government Services 2000 - 2001
Morgan Stanley 1997 - 1998
Skills
Project Management, Business Analysis, SDLC, SaaS, Requirements Analysis, Process Improvement, Software Project..., Data Warehousing, Outsourcing, Vendor Management, Testing, CRM, Change Management, Integration, Enterprise Software, Quality Assurance, Leadership, Project Planning, Business Intelligence, Program Management, Business Process..., Consulting, Agile Methodologies, Business Process, PMP, Project Portfolio..., SharePoint, PMO, Project Delivery
Education
The University of Texas at Austin 1989 — 1993
BA, Economics
Ascendix Technologies May 2014 - Present
SpinSci Technologies LLC November 2011 - May 2014
AFS Technologies Inc. July 2010 - October 2011
Mercer June 2009 - July 2010
ACS, a Xerox Company April 2006 - August 2008
Citi November 2002 - April 2006
Perot Systems Government Services 2000 - 2001
Morgan Stanley 1997 - 1998
Skills
Project Management, Business Analysis, SDLC, SaaS, Requirements Analysis, Process Improvement, Software Project..., Data Warehousing, Outsourcing, Vendor Management, Testing, CRM, Change Management, Integration, Enterprise Software, Quality Assurance, Leadership, Project Planning, Business Intelligence, Program Management, Business Process..., Consulting, Agile Methodologies, Business Process, PMP, Project Portfolio..., SharePoint, PMO, Project Delivery
Education
The University of Texas at Austin 1989 — 1993
BA, Economics
Vandita Pandey's Morgan Stanley Experience August 2005 - June 2007
Job Director, Portfolio Strategy & Analytics at PepsiCo
Industry Marketing and Advertising
Experience
PepsiCo January 2015 - Present
PepsiCo March 2014 - December 2014
PepsiCo - Frito Lay January 2013 - March 2014
PepsiCo - Frito Lay October 2011 - December 2012
Frito Lay March 2011 - March 2012
Frito Lay April 2010 - March 2011
Frito Lay August 2009 - April 2010
Neutrogena June 2008 - August 2008
Morgan Stanley August 2005 - June 2007
Bank of America June 2003 - August 2005
Skills
Strategic Planning, Analytics, Competitive Analysis, Pricing Strategy, Cross-functional Team..., Product Marketing, Pricing, Creative Campaign..., Customer Experience, Forecasting, Leadership, Marketing Communications, Market Research, Innovation, Data Analysis
Education
University of California, Berkeley - Walter A. Haas School of Business 2007 — 2009
MBA, Marketing & Strategy
The University of Texas at Austin - Red McCombs School of Business 1999 — 2003
BBA, Finance, Business Honors
PepsiCo January 2015 - Present
PepsiCo March 2014 - December 2014
PepsiCo - Frito Lay January 2013 - March 2014
PepsiCo - Frito Lay October 2011 - December 2012
Frito Lay March 2011 - March 2012
Frito Lay April 2010 - March 2011
Frito Lay August 2009 - April 2010
Neutrogena June 2008 - August 2008
Morgan Stanley August 2005 - June 2007
Bank of America June 2003 - August 2005
Skills
Strategic Planning, Analytics, Competitive Analysis, Pricing Strategy, Cross-functional Team..., Product Marketing, Pricing, Creative Campaign..., Customer Experience, Forecasting, Leadership, Marketing Communications, Market Research, Innovation, Data Analysis
Education
University of California, Berkeley - Walter A. Haas School of Business 2007 — 2009
MBA, Marketing & Strategy
The University of Texas at Austin - Red McCombs School of Business 1999 — 2003
BBA, Finance, Business Honors
Aaron Wilson's Morgan Stanley Experience July 2004 - February 2007
Job Principal at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group February 2015 - Present
The Boston Consulting Group August 2013 - January 2015
The Boston Consulting Group August 2011 - July 2013
Och-Ziff Capital Management March 2007 - December 2008
Morgan Stanley July 2004 - February 2007
Skills
Private Equity, Mergers, Corporate Finance, Venture Capital, Investments, Financial Modeling, Valuation, Due Diligence, Financial Analysis, Management Consulting, Business Strategy, Corporate Development, Strategy, Competitive Analysis
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2011
MBA
Williams College 2000 — 2004
BA
The Boston Consulting Group February 2015 - Present
The Boston Consulting Group August 2013 - January 2015
The Boston Consulting Group August 2011 - July 2013
Och-Ziff Capital Management March 2007 - December 2008
Morgan Stanley July 2004 - February 2007
Skills
Private Equity, Mergers, Corporate Finance, Venture Capital, Investments, Financial Modeling, Valuation, Due Diligence, Financial Analysis, Management Consulting, Business Strategy, Corporate Development, Strategy, Competitive Analysis
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2011
MBA
Williams College 2000 — 2004
BA
Hyukjae Park's Morgan Stanley Experience June 2006 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2006 - Present
Citi Group September 2005 - June 2006
Bloomberg August 2004 - September 2005
Education
The University of Texas at Austin 1997 — 2004
Ph. D, Physics
Morgan Stanley June 2006 - Present
Citi Group September 2005 - June 2006
Bloomberg August 2004 - September 2005
Education
The University of Texas at Austin 1997 — 2004
Ph. D, Physics
Alex Avram's Morgan Stanley Experience 2010 - 2012
Job Quantitative Strategist
Industry Banking
Experience
Barclays 2013 - Present
State University of New York 2012 - Present
Manhattanville College 2010 - Present
Morgan Stanley 2010 - 2012
Plainfield Asset Management 2008 - 2010
Citigroup February 2004 - March 2008
Skills
Derivatives, Capital Markets, Structured Products, Quantitative Finance, Quantitative Investing, Fixed Income
Education
The University of Texas at Austin
PhD, Physics
Université Montpellier I
DEA, Mathematical Physics
Barclays 2013 - Present
State University of New York 2012 - Present
Manhattanville College 2010 - Present
Morgan Stanley 2010 - 2012
Plainfield Asset Management 2008 - 2010
Citigroup February 2004 - March 2008
Skills
Derivatives, Capital Markets, Structured Products, Quantitative Finance, Quantitative Investing, Fixed Income
Education
The University of Texas at Austin
PhD, Physics
Université Montpellier I
DEA, Mathematical Physics
Oscar Penn's Morgan Stanley Experience May 1996 - September 2001
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch September 2006 - February 2008
UBS Wealth Management September 2001 - September 2006
Morgan Stanley May 1996 - September 2001
Education
The University of Texas at Austin 1991 — 1996
BA, Government
Merrill Lynch September 2006 - February 2008
UBS Wealth Management September 2001 - September 2006
Morgan Stanley May 1996 - September 2001
Education
The University of Texas at Austin 1991 — 1996
BA, Government
Darlene Lewis's Morgan Stanley Experience November 2007 - January 2009
Job Account Executive at Lamar Advertising
Industry Marketing and Advertising
Experience
Lamar Advertising April 2012 - Present
KSAT 12 TV October 2010 - April 2012
Morgan Stanley November 2007 - January 2009
Viacom Outdoor August 1988 - February 2002
Skills
Media Planning, Media Buying, Advertising, Integrated Marketing, Advertising Sales, Digital Marketing, Online Advertising, Digital Media, Social Media Marketing, Marketing Communications, Account Management, Outdoor Advertising, Marketing, Marketing Strategy, Mobile Marketing
Education
The University of Texas at Austin
Bachelor of Arts (B.A.), Advertising/Portuguese
Lamar Advertising April 2012 - Present
KSAT 12 TV October 2010 - April 2012
Morgan Stanley November 2007 - January 2009
Viacom Outdoor August 1988 - February 2002
Skills
Media Planning, Media Buying, Advertising, Integrated Marketing, Advertising Sales, Digital Marketing, Online Advertising, Digital Media, Social Media Marketing, Marketing Communications, Account Management, Outdoor Advertising, Marketing, Marketing Strategy, Mobile Marketing
Education
The University of Texas at Austin
Bachelor of Arts (B.A.), Advertising/Portuguese
Sanjay Keshava's Morgan Stanley Experience November 1991 - June 1992
Job Vice President at Bessemer Trust
Industry Information Technology and Services
Experience
Bessemer Trust November 2013 - Present
Citibank August 2011 - November 2013
BondDesk Group LLC April 2006 - August 2011
TIPS and TechHackers a subsidiary of BondDesk Group, LLC April 2006 - August 2011
JPMorgan Chase February 1998 - January 2006
CIBC February 1995 - February 1998
JP Morgan June 1992 - February 1995
Morgan Stanley November 1991 - June 1992
Xerox June 1984 - August 1989
Skills
Fixed Income, Equities, Risk Management, Trading Systems, Trading, Business Intelligence, Financial Analysis, Analytics, Structured Products, SDLC, Management, Business Analysis, Derivatives, Capital Markets, Financial Services
Education
The University of Texas at Austin - Red McCombs School of Business
MBA, finance and information systems
University of California, Irvine
Electrical Engineering, analog and digital circuits and computer science
University of Southern California
Computer Engineering, high performance computing architectures
Bessemer Trust November 2013 - Present
Citibank August 2011 - November 2013
BondDesk Group LLC April 2006 - August 2011
TIPS and TechHackers a subsidiary of BondDesk Group, LLC April 2006 - August 2011
JPMorgan Chase February 1998 - January 2006
CIBC February 1995 - February 1998
JP Morgan June 1992 - February 1995
Morgan Stanley November 1991 - June 1992
Xerox June 1984 - August 1989
Skills
Fixed Income, Equities, Risk Management, Trading Systems, Trading, Business Intelligence, Financial Analysis, Analytics, Structured Products, SDLC, Management, Business Analysis, Derivatives, Capital Markets, Financial Services
Education
The University of Texas at Austin - Red McCombs School of Business
MBA, finance and information systems
University of California, Irvine
Electrical Engineering, analog and digital circuits and computer science
University of Southern California
Computer Engineering, high performance computing architectures
Dennis Winsett's Morgan Stanley Experience 1997 - 2007
Job Manager at Bank of America
Industry Banking
Experience
Bank of America Merrill Lynch 2009 - Present
Merrill Lynch 2007 - 2008
Morgan Stanley 1997 - 2007
Port Authority of New York and New Jersey 1987 - 1997
Skills
Equities, IT Management, Fixed Income, Enterprise Architecture, Investment Banking
Education
The University of Texas at Austin 1970 — 1973
BSEE, Electrical Engineering
Bank of America Merrill Lynch 2009 - Present
Merrill Lynch 2007 - 2008
Morgan Stanley 1997 - 2007
Port Authority of New York and New Jersey 1987 - 1997
Skills
Equities, IT Management, Fixed Income, Enterprise Architecture, Investment Banking
Education
The University of Texas at Austin 1970 — 1973
BSEE, Electrical Engineering
Craig Pierce's Morgan Stanley Experience November 2008 - Present
Job Wealth Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2008 - Present
Merrill Lynch March 1990 - November 2008
Education
The University of Texas at Austin 1980 — 1982
Bachelor of Arts, Economics
Morgan Stanley November 2008 - Present
Merrill Lynch March 1990 - November 2008
Education
The University of Texas at Austin 1980 — 1982
Bachelor of Arts, Economics
Sheryl E Dial's Morgan Stanley Experience March 2000 - September 2002
Job Sales Assistant at KR Wealth Management, LLC
Industry Financial Services
Experience
First Southwest Company April 2011 - March 2015
DHKG, a 501(c)3 Craft Guild June 2009 - June 2011
1st Global March 2010 - February 2011
UBS Financial Services Inc May 2007 - March 2009
Smith Barney September 2002 - May 2007
Morgan Stanley March 2000 - September 2002
Merrill Lynch April 1994 - March 2000
Skills
Series 7, Asset Management, Budgets, CRM, Due Diligence, Equities, FINRA, Finance, Financial Modeling, Financial Services, Fixed Income, Investments, Marketing, Mergers, Microsoft Excel, Mutual Funds, Options, Program Management, Public Speaking, Retirement, Securities, Series 24, Series 63, Trading, Valuation, Wealth Management
Education
The University of Texas at Austin 1973 — 1977
Textiles
Skyline High School 1970 — 1973
General, General
First Southwest Company April 2011 - March 2015
DHKG, a 501(c)3 Craft Guild June 2009 - June 2011
1st Global March 2010 - February 2011
UBS Financial Services Inc May 2007 - March 2009
Smith Barney September 2002 - May 2007
Morgan Stanley March 2000 - September 2002
Merrill Lynch April 1994 - March 2000
Skills
Series 7, Asset Management, Budgets, CRM, Due Diligence, Equities, FINRA, Finance, Financial Modeling, Financial Services, Fixed Income, Investments, Marketing, Mergers, Microsoft Excel, Mutual Funds, Options, Program Management, Public Speaking, Retirement, Securities, Series 24, Series 63, Trading, Valuation, Wealth Management
Education
The University of Texas at Austin 1973 — 1977
Textiles
Skyline High School 1970 — 1973
General, General
Ashley Lu's Morgan Stanley Experience June 2011 - August 2011
Job Business Planner Xbox International Marketing at Microsoft
Industry Computer Software
Experience
Microsoft September 2014 - Present
Microsoft July 2012 - August 2014
Morgan Stanley June 2011 - August 2011
National Instruments May 2010 - August 2010
Skills
Valuation, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Social Media, Data Analysis, Market Research, Financial Modeling, Financial Analysis, Event Planning, Facebook, Competitive Analysis, HTML, Customer Service, Marketing Communications, Finance, Business Strategy, Business Modeling
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance, Business Honors
Microsoft September 2014 - Present
Microsoft July 2012 - August 2014
Morgan Stanley June 2011 - August 2011
National Instruments May 2010 - August 2010
Skills
Valuation, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Social Media, Data Analysis, Market Research, Financial Modeling, Financial Analysis, Event Planning, Facebook, Competitive Analysis, HTML, Customer Service, Marketing Communications, Finance, Business Strategy, Business Modeling
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance, Business Honors
Vaishaly Mistry's Morgan Stanley Experience July 2006 - August 2007
Job Financial Analyst at Google
Industry Internet
Experience
Google February 2011 - Present
PaperWorks September 2011 - Present
Google December 2009 - January 2011
The Lionstone Group September 2007 - January 2010
Morgan Stanley July 2006 - August 2007
Skills
Real Estate Economics, Financial Modeling, Account Reconciliation, Valuation, Due Diligence, Mergers, Strategy, Cross-functional Team..., Analysis, Financial Analysis, Finance, Private Equity, Corporate Finance, Investment Banking, Mergers & Acquisitions, Dynamic Trainer
Education
The University of Texas at Austin - Red McCombs School of Business 2002 — 2006
BBA, Finance
Google February 2011 - Present
PaperWorks September 2011 - Present
Google December 2009 - January 2011
The Lionstone Group September 2007 - January 2010
Morgan Stanley July 2006 - August 2007
Skills
Real Estate Economics, Financial Modeling, Account Reconciliation, Valuation, Due Diligence, Mergers, Strategy, Cross-functional Team..., Analysis, Financial Analysis, Finance, Private Equity, Corporate Finance, Investment Banking, Mergers & Acquisitions, Dynamic Trainer
Education
The University of Texas at Austin - Red McCombs School of Business 2002 — 2006
BBA, Finance
Xiaobei (Shell) Zhang's Morgan Stanley Experience June 2007 - August 2007
Job Sr Business Analyst at Westlake Chemical
Industry Chemicals
Experience
Deloitte Consulting August 2011 - December 2012
The JLJ Group April 2010 - July 2011
Oliver Wyman September 2008 - June 2009
Morgan Stanley June 2007 - August 2007
Morningstar June 2006 - July 2006
Skills
Financial Modeling, Management Consulting, Strategy, Market Research, Due Diligence, Data Analysis, Market Entry, Emerging Markets, Business analysis &..., Market Analysis, Mergers & Acquisitions, Business Development, Analytics
Education
The University of Texas at Austin 2005 — 2008
Bachelor, Finance, Philosophy, University Honors 2005-2008
The University of Texas at Austin - Red McCombs School of Business 2005 — 2008
BBA, Finance
Raffles JC 2003 — 2004
GCE A Level
Deloitte Consulting August 2011 - December 2012
The JLJ Group April 2010 - July 2011
Oliver Wyman September 2008 - June 2009
Morgan Stanley June 2007 - August 2007
Morningstar June 2006 - July 2006
Skills
Financial Modeling, Management Consulting, Strategy, Market Research, Due Diligence, Data Analysis, Market Entry, Emerging Markets, Business analysis &..., Market Analysis, Mergers & Acquisitions, Business Development, Analytics
Education
The University of Texas at Austin 2005 — 2008
Bachelor, Finance, Philosophy, University Honors 2005-2008
The University of Texas at Austin - Red McCombs School of Business 2005 — 2008
BBA, Finance
Raffles JC 2003 — 2004
GCE A Level
Dana Greenberg's Morgan Stanley Experience June 2007 - August 2007
Job Digital Product Manager at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management March 2013 - Present
J.P. Morgan Private Bank July 2010 - March 2012
GE Capital July 2008 - January 2011
Morgan Stanley June 2007 - August 2007
GE Asset Management June 2006 - August 2006
Education
The University of Texas at Austin - The Red McCombs School of Business 2004 — 2008
Bachelor of Business Administration (BBA), Business Honors, Finance, Marketing
J.P. Morgan Asset Management March 2013 - Present
J.P. Morgan Private Bank July 2010 - March 2012
GE Capital July 2008 - January 2011
Morgan Stanley June 2007 - August 2007
GE Asset Management June 2006 - August 2006
Education
The University of Texas at Austin - The Red McCombs School of Business 2004 — 2008
Bachelor of Business Administration (BBA), Business Honors, Finance, Marketing
John Boettcher II's Morgan Stanley Experience April 2013 - June 2014
Job Investment Associate at Vitol
Industry Financial Services
Experience
Vitol Group of Companies June 2014 - Present
Morgan Stanley April 2013 - June 2014
Ernst & Young August 2012 - April 2013
Skills
Financial Analysis, Data Analysis, Business Analysis, Due Diligence, Customer Service, Valuation Modeling, Valuation
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2012
Master in Professional Accounting, Business Administration
Vitol Group of Companies June 2014 - Present
Morgan Stanley April 2013 - June 2014
Ernst & Young August 2012 - April 2013
Skills
Financial Analysis, Data Analysis, Business Analysis, Due Diligence, Customer Service, Valuation Modeling, Valuation
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2012
Master in Professional Accounting, Business Administration
Steven Grey's Morgan Stanley Experience May 1996 - September 1996
Job
Industry Investment Management
Experience
Grey Value Management, LLC. January 2010 - Present
Freedom Capital Partners, LLC January 2008 - January 2010
Albright Capital Management September 2004 - December 2007
Windward Capital, LP August 1999 - September 2004
Grey Value Holdings, LLC June 1998 - July 1999
Neuberger Berman June 1997 - May 1998
Morgan Stanley May 1996 - September 1996
Anderson Mori August 1992 - May 1994
Skills
Financial Analysis, Investment Analysis, Corporate and..., Excel, Word, Valuation, Equity Valuation, Due Diligence, Mutual Funds, Private Equity, Hedge Funds, Microsoft Excel, Business Planning, Equities, Derivatives, Finance, Microsoft Word, Portfolio Management, Risk Management, Securities Regulation, Corporate Finance, Investments, Asset Management, Analysis, Structured Finance, Commodity, Equity Research
Education
Columbia University Graduate School of Business 1995 — 1997
Master of Business Administration (MBA), Investment and Securities Analysis
Tulane University School of Law 1990 — 1995
Doctor of Law (JD), Focus on Corporate and Securities Law
Institute of International and Comparative Law 1992 — 1992
Certificate Program, Japanese Law
The University of Texas at Austin 1985 — 1990
BA (Honors), Honors Program (English)
Grey Value Management, LLC. January 2010 - Present
Freedom Capital Partners, LLC January 2008 - January 2010
Albright Capital Management September 2004 - December 2007
Windward Capital, LP August 1999 - September 2004
Grey Value Holdings, LLC June 1998 - July 1999
Neuberger Berman June 1997 - May 1998
Morgan Stanley May 1996 - September 1996
Anderson Mori August 1992 - May 1994
Skills
Financial Analysis, Investment Analysis, Corporate and..., Excel, Word, Valuation, Equity Valuation, Due Diligence, Mutual Funds, Private Equity, Hedge Funds, Microsoft Excel, Business Planning, Equities, Derivatives, Finance, Microsoft Word, Portfolio Management, Risk Management, Securities Regulation, Corporate Finance, Investments, Asset Management, Analysis, Structured Finance, Commodity, Equity Research
Education
Columbia University Graduate School of Business 1995 — 1997
Master of Business Administration (MBA), Investment and Securities Analysis
Tulane University School of Law 1990 — 1995
Doctor of Law (JD), Focus on Corporate and Securities Law
Institute of International and Comparative Law 1992 — 1992
Certificate Program, Japanese Law
The University of Texas at Austin 1985 — 1990
BA (Honors), Honors Program (English)
Samantha Kreloff's Morgan Stanley Experience March 2015 - Present
Job Corporate Communications at Morgan Stanley
Industry Public Relations and Communications
Experience
Morgan Stanley March 2015 - Present
Tractenberg & Co. December 2014 - March 2015
AMF Entertainment July 2012 - February 2014
Flying Television August 2011 - April 2012
Sony September 2011 - December 2011
Yassine Enterprises January 2010 - May 2010
Austin Pets Alive January 2010 - May 2010
Industry Group February 2008 - August 2008
Lucky Duck Productions June 2006 - August 2006
Skills
Press Kits, Pitch Letters, Press Releases, Cision, Social Media Releases
Education
The University of Texas at Austin 2008 — 2011
BS, Public Relations
Universidad de Pablo Olavide, Seville Spain 2009 — 2009
Spanish
The Beacon School
Morgan Stanley March 2015 - Present
Tractenberg & Co. December 2014 - March 2015
AMF Entertainment July 2012 - February 2014
Flying Television August 2011 - April 2012
Sony September 2011 - December 2011
Yassine Enterprises January 2010 - May 2010
Austin Pets Alive January 2010 - May 2010
Industry Group February 2008 - August 2008
Lucky Duck Productions June 2006 - August 2006
Skills
Press Kits, Pitch Letters, Press Releases, Cision, Social Media Releases
Education
The University of Texas at Austin 2008 — 2011
BS, Public Relations
Universidad de Pablo Olavide, Seville Spain 2009 — 2009
Spanish
The Beacon School
William Selzer's Morgan Stanley Experience March 1985 - Present
Job Senior Vice President Wealth Management at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 1985 - Present
Skills
Fixed Income, Mutual Funds
Education
The University of Texas at Austin 1977 — 1981
Bachelor of Business Administration (BBA), Finance
Morgan Stanley March 1985 - Present
Skills
Fixed Income, Mutual Funds
Education
The University of Texas at Austin 1977 — 1981
Bachelor of Business Administration (BBA), Finance
Jaclyn Sharfin Siska's Morgan Stanley Experience July 2010 - June 2014
Job Vice President Fixed Income Business and Client Analytics at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2010 - June 2014
Morgan Stanley May 2005 - July 2010
Morgan Stanley July 2003 - May 2005
Skills
CRM, Analytics, Fixed Income, Sales, Analysis, Credit, Sales Management, Business Planning, Training, Budgets, Series 7, Bloomberg
Education
The University of Texas at Austin 1998 — 2002
Bachelor of Business Administration (BBA)
The University of Texas at Austin - Red McCombs School of Business 1998 — 2002
BBA, Finance
Morgan Stanley July 2010 - June 2014
Morgan Stanley May 2005 - July 2010
Morgan Stanley July 2003 - May 2005
Skills
CRM, Analytics, Fixed Income, Sales, Analysis, Credit, Sales Management, Business Planning, Training, Budgets, Series 7, Bloomberg
Education
The University of Texas at Austin 1998 — 2002
Bachelor of Business Administration (BBA)
The University of Texas at Austin - Red McCombs School of Business 1998 — 2002
BBA, Finance
Artie Kieval's Morgan Stanley Experience March 2010 - Present
Job Regional Manager of Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley March 2010 - Present
Deutsche Bank Alex Brown August 2003 - August 2008
Skills
Alternative Investments, Asset Allocation, Asset Management, Equities, Financial Services, Fixed Income, Investments, Mutual Funds, Portfolio Management, Securities, Series 63, Series 65, Series 7, Wealth Management, Wealth Management...
Education
The University of Texas at Austin 1978 — 1981
BBA, Finance
Morgan Stanley March 2010 - Present
Deutsche Bank Alex Brown August 2003 - August 2008
Skills
Alternative Investments, Asset Allocation, Asset Management, Equities, Financial Services, Fixed Income, Investments, Mutual Funds, Portfolio Management, Securities, Series 63, Series 65, Series 7, Wealth Management, Wealth Management...
Education
The University of Texas at Austin 1978 — 1981
BBA, Finance
Ira Green's Morgan Stanley Experience July 1986 - July 1988
Job Managing Director at Simmons & Company International
Industry Oil & Energy
Experience
Simmons & Company International November 2002 - Present
SalvageSale, Inc. April 2000 - November 2002
Merrill Lynch March 1993 - April 2000
The First Boston Corporation August 1990 - March 1993
Morgan Stanley July 1986 - July 1988
Education
Darden Graduate School of Business Administration 1988 — 1990
MBA
The University of Texas at Austin 1982 — 1986
BBA, Finance
Simmons & Company International November 2002 - Present
SalvageSale, Inc. April 2000 - November 2002
Merrill Lynch March 1993 - April 2000
The First Boston Corporation August 1990 - March 1993
Morgan Stanley July 1986 - July 1988
Education
Darden Graduate School of Business Administration 1988 — 1990
MBA
The University of Texas at Austin 1982 — 1986
BBA, Finance
Joshua Marcoux's Morgan Stanley Experience February 2009 - February 2010
Job Financial Analyst at Group 42, Inc.
Industry Oil & Energy
Experience
Group 42, Inc. June 2015 - Present
Durbin Bennett - Private Wealth Management, LLC May 2014 - June 2014
Morgan Stanley February 2009 - February 2010
UBS Wealth Management August 2007 - January 2009
Skills
Microsoft Office, Financial Modeling, Data Analysis, Financial Analysis, Microsoft Excel, PowerPoint, Bloomberg, Analysis, Research, Finance
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2015
Master’s Degree, Masters of Science, Finance
The University of Texas at Austin - Red McCombs School of Business 2003 — 2007
Bachelor’s Degree, Finance, General and Spanish, Hispanic Studies
Group 42, Inc. June 2015 - Present
Durbin Bennett - Private Wealth Management, LLC May 2014 - June 2014
Morgan Stanley February 2009 - February 2010
UBS Wealth Management August 2007 - January 2009
Skills
Microsoft Office, Financial Modeling, Data Analysis, Financial Analysis, Microsoft Excel, PowerPoint, Bloomberg, Analysis, Research, Finance
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2015
Master’s Degree, Masters of Science, Finance
The University of Texas at Austin - Red McCombs School of Business 2003 — 2007
Bachelor’s Degree, Finance, General and Spanish, Hispanic Studies
Jake Foley's Morgan Stanley Experience 1992 - 2002
Job Managing Director at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey Managing DirectorDeutsche Bank2005 - 2010
Bank of America Securities 2002 - 2005
Morgan Stanley 1992 - 2002
PaineWebber 1991 - 1992
First Chicago 1988 - 1991
Skills
Capital Markets, Asset Management, Alternative Investments, Corporate Finance, Credit Analysis, Due Diligence, Equities, Financial Modeling, High Yield, Hedge Funds, Investment Banking, Investments, M&A experience, Leveraged Finance, Management, Securities, Private Equity, Portfolio Management, Mergers & Acquisitions, Venture Capital, Valuation, Bloomberg, Fixed Income, Corporate Development
Education
The University of Texas at Austin 1983 — 1988
MPA, Accounting
Houlihan Lokey Managing DirectorDeutsche Bank2005 - 2010
Bank of America Securities 2002 - 2005
Morgan Stanley 1992 - 2002
PaineWebber 1991 - 1992
First Chicago 1988 - 1991
Skills
Capital Markets, Asset Management, Alternative Investments, Corporate Finance, Credit Analysis, Due Diligence, Equities, Financial Modeling, High Yield, Hedge Funds, Investment Banking, Investments, M&A experience, Leveraged Finance, Management, Securities, Private Equity, Portfolio Management, Mergers & Acquisitions, Venture Capital, Valuation, Bloomberg, Fixed Income, Corporate Development
Education
The University of Texas at Austin 1983 — 1988
MPA, Accounting
Ted Williams's Morgan Stanley Experience September 2001 - January 2005
Job Chief Operating Officer of Acquisitions & Divestitures
Industry Oil & Energy
Experience
Citigroup Global Markets - Corporate and Investment Banking - Energy Division February 2014 - Present
RBC Capital Markets - RBC Richardson Barr February 2012 - February 2014
Cawley, Gillespie & Associates, Inc. January 2007 - January 2012
Morgan Stanley September 2001 - January 2005
United States Marine Corps April 1994 - April 1998
Skills
Valuation, Investments, Asset Managment, Negotiation, Asset Allocation, Alternative Investments, Investment Advisory, Financial Modeling, Divestitures, Asset Management, Finance, Investment Banking, Private Equity, Acquisitions, Capital Markets, Corporate Finance, Due Diligence, Securities, Derivatives, Business Valuation, Trading, Mergers & Acquisitions, Investment Strategies, Natural Gas, Petroleum Engineering, Petroleum Economics
Education
The University of Texas at Austin 2005 — 2008
B.S., Petroleum Engineering
UCLA 1998 — 2001
B.A., Economics
Citigroup Global Markets - Corporate and Investment Banking - Energy Division February 2014 - Present
RBC Capital Markets - RBC Richardson Barr February 2012 - February 2014
Cawley, Gillespie & Associates, Inc. January 2007 - January 2012
Morgan Stanley September 2001 - January 2005
United States Marine Corps April 1994 - April 1998
Skills
Valuation, Investments, Asset Managment, Negotiation, Asset Allocation, Alternative Investments, Investment Advisory, Financial Modeling, Divestitures, Asset Management, Finance, Investment Banking, Private Equity, Acquisitions, Capital Markets, Corporate Finance, Due Diligence, Securities, Derivatives, Business Valuation, Trading, Mergers & Acquisitions, Investment Strategies, Natural Gas, Petroleum Engineering, Petroleum Economics
Education
The University of Texas at Austin 2005 — 2008
B.S., Petroleum Engineering
UCLA 1998 — 2001
B.A., Economics
Victoria Connick's Morgan Stanley Experience August 2004 - July 2006
Job Manager, Manufacturing Finance at Maxim Integrated
Industry Semiconductors
Experience
Maxim Integrated September 2012 - Present
Maxim Integrated Products September 2010 - September 2012
Maxim Integrated Products November 2007 - September 2010
Maxim Integrated Products February 2007 - September 2007
Morgan Stanley August 2004 - July 2006
Skills
Variance Analysis, Income Statement, Due Diligence, Mergers, Financial Modeling, Semiconductors, Strategic Financial..., Financial Analysis, Corporate Finance, Forecasting, Financial Goals, M&A experience, Cross-functional Team..., Competitive Analysis, Finance, Financial Reporting, SAP, Financial Statement...
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2010
MBA, Business Administration
University of Southern California - Marshall School of Business 2000 — 2004
BA, Business Administration, Finance
Maxim Integrated September 2012 - Present
Maxim Integrated Products September 2010 - September 2012
Maxim Integrated Products November 2007 - September 2010
Maxim Integrated Products February 2007 - September 2007
Morgan Stanley August 2004 - July 2006
Skills
Variance Analysis, Income Statement, Due Diligence, Mergers, Financial Modeling, Semiconductors, Strategic Financial..., Financial Analysis, Corporate Finance, Forecasting, Financial Goals, M&A experience, Cross-functional Team..., Competitive Analysis, Finance, Financial Reporting, SAP, Financial Statement...
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2010
MBA, Business Administration
University of Southern California - Marshall School of Business 2000 — 2004
BA, Business Administration, Finance
Heidi Herring's Morgan Stanley Experience September 2011 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2011 - Present
Morgan Stanley September 2006 - September 2011
Education
The University of Texas at Austin 1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General
Morgan Stanley September 2011 - Present
Morgan Stanley September 2006 - September 2011
Education
The University of Texas at Austin 1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General
Rob Sigler's Morgan Stanley Experience May 1997 - March 2006
Job Managing Director at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank 2009 - Present
Merrill Lynch March 2006 - March 2009
Morgan Stanley May 1997 - March 2006
Skills
Investment Banking, Equity Trading, Equity Capital Markets, Equities, Derivatives, Trading, Capital Markets, Equity Research, Bloomberg, Portfolio Management, Fixed Income, Series 7, Valuation, Hedge Funds, Financial Risk, Financial Modeling, Structured Products
Education
The University of Texas at Austin - The Red McCombs School of Business 1995 — 1997
Master of Business Administration (MBA), Finance, General
UCLA 1988 — 1992
Bachelor of Arts (B.A.), Economics
UBS Investment Bank 2009 - Present
Merrill Lynch March 2006 - March 2009
Morgan Stanley May 1997 - March 2006
Skills
Investment Banking, Equity Trading, Equity Capital Markets, Equities, Derivatives, Trading, Capital Markets, Equity Research, Bloomberg, Portfolio Management, Fixed Income, Series 7, Valuation, Hedge Funds, Financial Risk, Financial Modeling, Structured Products
Education
The University of Texas at Austin - The Red McCombs School of Business 1995 — 1997
Master of Business Administration (MBA), Finance, General
UCLA 1988 — 1992
Bachelor of Arts (B.A.), Economics
Natalie Marko's Morgan Stanley Experience April 2010 - June 2011
Job COO for US Rates at Citi
Industry Banking
Experience
Citi November 2014 - Present
Credit Suisse November 2012 - September 2014
Deutsche Bank June 2011 - November 2012
Morgan Stanley April 2010 - June 2011
Education
The University of Texas at Austin 2003 — 2007
Bachelor of Business Administration (BBA), Finance, General
Citi November 2014 - Present
Credit Suisse November 2012 - September 2014
Deutsche Bank June 2011 - November 2012
Morgan Stanley April 2010 - June 2011
Education
The University of Texas at Austin 2003 — 2007
Bachelor of Business Administration (BBA), Finance, General
James Melody's Morgan Stanley Experience June 2015 - Present
Job CMBS Analyst at Morgan Stanley
Industry Real Estate
Experience
Morgan Stanley June 2015 - Present
Education
The University of Texas at Austin 2011 — 2015
Morgan Stanley June 2015 - Present
Education
The University of Texas at Austin 2011 — 2015
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS