Morgan Stanley
Industry: Investment banking company
DescriptionMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. Headquarters: New York City, New York, United States CEO: James P. Gorman (Jan 1, 2010–) Revenue: 37.94 billion USD (2017) Subsidiaries: Discover Financial Services, Did you know: Morgan Stanley is the sixth-largest bank in the US by total assets ($875 B). wikipedia.org
Morgan Stanley List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Morgan Stanley. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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34,792 Morgan Stanley employees in database. Find out everything there's to know about Morgan Stanley employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Morgan Stanley Employees
Employee
Years
Job
Industry
Michael Barbosa Michael Barbosa's Morgan Stanley Experience September 2015 - Present
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2015 - Present
Bloomberg LP April 2014 - Present
JPMorgan Chase September 2013 - December 2013
Lexington Wealth Management December 2012 - August 2013
Skills
Financial Analysis, Wealth Management, Asset Allocation, Fixed Income, Bloomberg, Microsoft Excel, Data Analysis, Customer Service, Finance, Research
Education
Trinity University 2009 — 2013
Bachelor of Science (BS), Finance, General
Arlington High School
Morgan Stanley September 2015 - Present
Bloomberg LP April 2014 - Present
JPMorgan Chase September 2013 - December 2013
Lexington Wealth Management December 2012 - August 2013
Skills
Financial Analysis, Wealth Management, Asset Allocation, Fixed Income, Bloomberg, Microsoft Excel, Data Analysis, Customer Service, Finance, Research
Education
Trinity University 2009 — 2013
Bachelor of Science (BS), Finance, General
Arlington High School
Aine Leddy Aine Leddy's Morgan Stanley Experience 1989 - 2011
Job Senior Director at TIAACREF
Industry Financial Services
Experience
TIAA-CREF November 2013 - Present
Citi 2011 - May 2013
Morgan Stanley 1989 - 2011
Skills
Asset Management, Change Management, Securities, Strategy, Financial Services, Investment Management, Risk Management, Due Diligence, Financial Analysis, Finance, Investments, Valuation, Fixed Income, Executive Management, Equities, Portfolio Management
Education
Trinity College, Dublin
BA Honors
TIAA-CREF November 2013 - Present
Citi 2011 - May 2013
Morgan Stanley 1989 - 2011
Skills
Asset Management, Change Management, Securities, Strategy, Financial Services, Investment Management, Risk Management, Due Diligence, Financial Analysis, Finance, Investments, Valuation, Fixed Income, Executive Management, Equities, Portfolio Management
Education
Trinity College, Dublin
BA Honors
Nicholas Cantone Nicholas Cantone's Morgan Stanley Experience 2007 - 2008
Job Internal Regional Director at LPL Financial
Industry Financial Services
Experience
LPL Financial June 2013 - Present
RS Funds November 2008 - April 2013
Morgan Stanley 2007 - 2008
Skills
Series 63, Series 7, Business Planning, Business Development, Sales, Mutual Funds, Asset Allocation, Asset Management, Financial Services, Wealth Management, Alternative Investments, Securities
Education
Trinity College-Hartford 2002 — 2006
Bachelor's of Science, Economics
LPL Financial June 2013 - Present
RS Funds November 2008 - April 2013
Morgan Stanley 2007 - 2008
Skills
Series 63, Series 7, Business Planning, Business Development, Sales, Mutual Funds, Asset Allocation, Asset Management, Financial Services, Wealth Management, Alternative Investments, Securities
Education
Trinity College-Hartford 2002 — 2006
Bachelor's of Science, Economics
Taryn Mondi Taryn Mondi's Morgan Stanley Experience May 1999 - December 2001
Job Managing Director Market Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors July 2014 - Present
Wells Fargo Advisors March 2014 - Present
Wells Fargo Advisors June 2011 - March 2014
Wells Fargo Advisors November 2009 - June 2011
Wells Fargo Advisors August 2007 - November 2009
Wachovia Securities Financial Network April 2006 - August 2007
Wachovia Securities Financial Network January 2002 - April 2006
Morgan Stanley May 1999 - December 2001
Education
Towson University 1995 — 1999
Bachelor's degree, Business Administration and Management, General
Wells Fargo Advisors July 2014 - Present
Wells Fargo Advisors March 2014 - Present
Wells Fargo Advisors June 2011 - March 2014
Wells Fargo Advisors November 2009 - June 2011
Wells Fargo Advisors August 2007 - November 2009
Wachovia Securities Financial Network April 2006 - August 2007
Wachovia Securities Financial Network January 2002 - April 2006
Morgan Stanley May 1999 - December 2001
Education
Towson University 1995 — 1999
Bachelor's degree, Business Administration and Management, General
Cori Hall's Morgan Stanley Experience March 2012 - September 2012
Job Specializing in retirement planning, IRA and portfolio management.
Industry Financial Services
Experience
Morgan Stanley March 2012 - September 2012
Financial Council, Inc. February 2006 - May 2011
Education
Towson University 2000 — 2006
Bachelor of Science (B.S.), History
Morgan Stanley March 2012 - September 2012
Financial Council, Inc. February 2006 - May 2011
Education
Towson University 2000 — 2006
Bachelor of Science (B.S.), History
Gregory Paul Salvucci's Morgan Stanley Experience July 2011 - December 2012
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors September 2014 - Present
W.W.Grainger January 2013 - August 2014
Morgan Stanley July 2011 - December 2012
Education
Towson University 2008 — 2010
Bachelors of Science
Oakland Mills High School
AXA Advisors September 2014 - Present
W.W.Grainger January 2013 - August 2014
Morgan Stanley July 2011 - December 2012
Education
Towson University 2008 — 2010
Bachelors of Science
Oakland Mills High School
Colin Lynch Colin Lynch's Morgan Stanley Experience February 2015 - Present
Job Compliance Registration Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2015 - Present
Towson University September 2010 - December 2014
The Financial Consulate, Inc August 2014 - November 2014
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Teamwork
Education
Towson University 2010 — 2014
Morgan Stanley February 2015 - Present
Towson University September 2010 - December 2014
The Financial Consulate, Inc August 2014 - November 2014
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Teamwork
Education
Towson University 2010 — 2014
James A. Straut James A. Straut's Morgan Stanley Experience September 1998 - August 2005
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors September 2005 - Present
Morgan Stanley September 1998 - August 2005
Skills
Finance, Investments, Retirement, Management, IRAs, Asset Allocation, Leadership, Financial Planning, Securities
Education
Towson University 1989 — 1993
Bachelor of Science, Business Adminstration
Wells Fargo Advisors September 2005 - Present
Morgan Stanley September 1998 - August 2005
Skills
Finance, Investments, Retirement, Management, IRAs, Asset Allocation, Leadership, Financial Planning, Securities
Education
Towson University 1989 — 1993
Bachelor of Science, Business Adminstration
Laila Keith Laila Keith's Morgan Stanley Experience September 2000 - November 2001
Job Senior Territory Business Manager at Vistakon
Industry Pharmaceuticals
Experience
Vistakon, Johnson & Johnson Vision Care, Inc. June 2012 - Present
Novartis October 2006 - June 2012
sanofi-aventis August 2004 - October 2006
sanofi-aventis April 2003 - August 2004
The Terrie Williams Agency January 2002 - July 2002
Morgan Stanley September 2000 - November 2001
Morgan Stanley November 1999 - September 2000
Institute of French Studies at NYU September 1997 - November 1999
Skills
Competitive Analysis, Sales Operations, Product Launch, Leadership, CRM, Marketing Communications, Urology, Business Planning, Management, Marketing, Pharmaceutical Sales, Sales, Selling, Training, Marketing Strategy, Sales Presentations, Market Planning, Strategy, Entrepreneurship, Building Relationships
Education
Trinity College-Hartford 1992 — 1996
BA, English, French Studies
Vistakon, Johnson & Johnson Vision Care, Inc. June 2012 - Present
Novartis October 2006 - June 2012
sanofi-aventis August 2004 - October 2006
sanofi-aventis April 2003 - August 2004
The Terrie Williams Agency January 2002 - July 2002
Morgan Stanley September 2000 - November 2001
Morgan Stanley November 1999 - September 2000
Institute of French Studies at NYU September 1997 - November 1999
Skills
Competitive Analysis, Sales Operations, Product Launch, Leadership, CRM, Marketing Communications, Urology, Business Planning, Management, Marketing, Pharmaceutical Sales, Sales, Selling, Training, Marketing Strategy, Sales Presentations, Market Planning, Strategy, Entrepreneurship, Building Relationships
Education
Trinity College-Hartford 1992 — 1996
BA, English, French Studies
William Rosado's Morgan Stanley Experience March 2010 - November 2011
Job Infrastructure Support Engineer
Industry Insurance
Experience
XL Catlin April 2012 - Present
Morgan Stanley March 2010 - November 2011
Computer Science Corporation December 2008 - November 2009
MacAulay-Brown, Inc January 2003 - November 2009
Science Applications International Corporation May 2000 - August 2003
UNITED STATES AIR FORCE March 1996 - March 2000
Skills
Active Directory, SCCM, SharePoint, Requirements Analysis, Unix, Integration, VMware, Microsoft SQL Server, Windows Server, System Deployment, Disaster Recovery, Visio, SQL, Servers, Linux, Citrix, BMC Remedy, Microsoft Exchange, XP, Technical Support, Databases, IT Management, Windows 7, Access, Windows XP
Education
Troy State University 1997 — 2013
BS, Computer Science
escuela superior benito cerezo aguadilla 1994 — 1996
High school, Computer Science
P.S 21
XL Catlin April 2012 - Present
Morgan Stanley March 2010 - November 2011
Computer Science Corporation December 2008 - November 2009
MacAulay-Brown, Inc January 2003 - November 2009
Science Applications International Corporation May 2000 - August 2003
UNITED STATES AIR FORCE March 1996 - March 2000
Skills
Active Directory, SCCM, SharePoint, Requirements Analysis, Unix, Integration, VMware, Microsoft SQL Server, Windows Server, System Deployment, Disaster Recovery, Visio, SQL, Servers, Linux, Citrix, BMC Remedy, Microsoft Exchange, XP, Technical Support, Databases, IT Management, Windows 7, Access, Windows XP
Education
Troy State University 1997 — 2013
BS, Computer Science
escuela superior benito cerezo aguadilla 1994 — 1996
High school, Computer Science
P.S 21
Mark Beckrich Mark Beckrich's Morgan Stanley Experience 2005 - 2006
Job Financial Consultant at Cornerstone Wealth Management
Industry Investment Management
Experience
Cornerstone Wealth Management, USA April 2012 - Present
Edward Jones 2006 - 2012
Morgan Stanley 2005 - 2006
Skills
Registered Investment..., Wealth Preservation..., Retirement Planning, 401k Rollovers, Roth IRA, Investment Management, Investment Strategies, IRAs, Financial Advisory, Strategic Financial..., College Savings Plans, Alternative Investments, REIT, MLP, Managed Futures, Retirement Plan..., Guaranteed Lifetime..., Licensed Life & Health..., Series 7, Series 66
Education
Truman State University
BS, Finance & Economics
Cornerstone Wealth Management, USA April 2012 - Present
Edward Jones 2006 - 2012
Morgan Stanley 2005 - 2006
Skills
Registered Investment..., Wealth Preservation..., Retirement Planning, 401k Rollovers, Roth IRA, Investment Management, Investment Strategies, IRAs, Financial Advisory, Strategic Financial..., College Savings Plans, Alternative Investments, REIT, MLP, Managed Futures, Retirement Plan..., Guaranteed Lifetime..., Licensed Life & Health..., Series 7, Series 66
Education
Truman State University
BS, Finance & Economics
Dane Clark's Morgan Stanley Experience July 2013 - Present
Job Financial Reporting AnalystEquities
Industry Financial Services
Experience
Morgan Stanley July 2013 - Present
Atradius May 2012 - June 2013
Skills
Finance
Education
Towson University 2008 — 2012
Bachelor of Science- Business Administration, Finance
University of Baltimore
Master of Business Administration (M.B.A.), Finance concentration
Morgan Stanley July 2013 - Present
Atradius May 2012 - June 2013
Skills
Finance
Education
Towson University 2008 — 2012
Bachelor of Science- Business Administration, Finance
University of Baltimore
Master of Business Administration (M.B.A.), Finance concentration
Donald Stone's Morgan Stanley Experience September 1997 - January 2009
Job Senior Vice President at UBS
Industry Financial Services
Experience
UBS January 2009 - Present
Morgan Stanley September 1997 - January 2009
Education
Towson University 1978 — 1982
Business, Accounting
UBS January 2009 - Present
Morgan Stanley September 1997 - January 2009
Education
Towson University 1978 — 1982
Business, Accounting
Gina Fusari Gina Fusari's Morgan Stanley Experience April 2014 - Present
Job OTC Derivative Client Clearing Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2014 - Present
Morgan Stanley August 2011 - Present
Morgan Stanley January 2008 - July 2011
Skills
Prime Brokerage, Hedge Funds, Equities, Series 7
Education
Towson University 2004 — 2008
Bachelor's degree, Finance, General
Morgan Stanley April 2014 - Present
Morgan Stanley August 2011 - Present
Morgan Stanley January 2008 - July 2011
Skills
Prime Brokerage, Hedge Funds, Equities, Series 7
Education
Towson University 2004 — 2008
Bachelor's degree, Finance, General
Jenisteen Davier Jenisteen Davier's Morgan Stanley Experience 2010 - 2011
Job Area Sales Manager, VP at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors October 2014 - Present
Prudential Financial January 2013 - October 2014
The Hartford January 2012 - January 2013
Morgan Stanley 2010 - 2011
SunAmerica Financial Group 2007 - 2009
SunAmerica Financial Group 2005 - 2007
UBS Financial Services 2000 - 2005
Education
Trinity University 1996 — 2000
BA
Wells Fargo Advisors October 2014 - Present
Prudential Financial January 2013 - October 2014
The Hartford January 2012 - January 2013
Morgan Stanley 2010 - 2011
SunAmerica Financial Group 2007 - 2009
SunAmerica Financial Group 2005 - 2007
UBS Financial Services 2000 - 2005
Education
Trinity University 1996 — 2000
BA
Dominique Rose's Morgan Stanley Experience June 2014 - Present
Job Securities Lending Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Education
Towson University 2010 — 2014
Bachelor's Degree
Morgan Stanley June 2014 - Present
Education
Towson University 2010 — 2014
Bachelor's Degree
Jennifer Berger's Morgan Stanley Experience October 2014 - Present
Job Vice President, Communications and Marketing for Morgan Stanley Global Sports & Entertainment
Industry Sports
Experience
Morgan Stanley October 2014 - Present
University of Cincinnati January 2012 - Present
Pacific Sports LLC April 2013 - January 2014
Cincinnati Reds February 2008 - February 2011
Atlanta Braves December 1996 - January 2008
Consultant/Freelance January 1996 - November 1996
Colorado Rockies Baseball Club February 1993 - April 1996
Baltimore Orioles December 1989 - January 1993
Skills
Sports, Sports Marketing, Baseball, Sports Management, Sports Industry, Project Management, Employee Management, Department Budgeting, Event Management, Production Managment, Production Planning, Special Event, Video Production, Television, Media Relations, Public Speaking, Community Outreach, Broadcast, Employee Training, Sponsorship, Video, Social Media Marketing, Social Networking, Event Planning, Journalism, Press Releases, Marketing Communications, Leadership, Publicity, Producing, Athletics, Sponsorship Sales, Social Media, Editing, Public Relations, AP Style, Fundraising, Marketing, Entertainment, Digital Media, Advertising, Marketing Strategy, HD Video, Video Editing, Final Cut Pro, New Media, Radio, Production Management
Education
Towson University 1986 — 1990
Bachelor of Science (B.S.), Mass Communication/Media Studies
Morgan Stanley October 2014 - Present
University of Cincinnati January 2012 - Present
Pacific Sports LLC April 2013 - January 2014
Cincinnati Reds February 2008 - February 2011
Atlanta Braves December 1996 - January 2008
Consultant/Freelance January 1996 - November 1996
Colorado Rockies Baseball Club February 1993 - April 1996
Baltimore Orioles December 1989 - January 1993
Skills
Sports, Sports Marketing, Baseball, Sports Management, Sports Industry, Project Management, Employee Management, Department Budgeting, Event Management, Production Managment, Production Planning, Special Event, Video Production, Television, Media Relations, Public Speaking, Community Outreach, Broadcast, Employee Training, Sponsorship, Video, Social Media Marketing, Social Networking, Event Planning, Journalism, Press Releases, Marketing Communications, Leadership, Publicity, Producing, Athletics, Sponsorship Sales, Social Media, Editing, Public Relations, AP Style, Fundraising, Marketing, Entertainment, Digital Media, Advertising, Marketing Strategy, HD Video, Video Editing, Final Cut Pro, New Media, Radio, Production Management
Education
Towson University 1986 — 1990
Bachelor of Science (B.S.), Mass Communication/Media Studies
Christopher Roof Christopher Roof's Morgan Stanley Experience June 2015 - Present
Job Fixed Income Product Controller Interest Rates at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Morgan Stanley February 2015 - June 2015
Blue Point Investment Management, LLC August 2014 - December 2014
NOAA: National Oceanic & Atmospheric Administration February 2014 - May 2014
Skills
Financial Analysis, Financial Modeling, Data Analysis, Sensitivity Analysis, Corporate Finance, Investments, Alternative Investments, Economics, Equity Research Analysis, Microsoft Office, Microsoft Excel, Public Speaking, Microsoft Word, Equity Research, Finance, Analysis, Teamwork, Leadership, Bloomberg, Equities, Valuation, Bloomberg Terminal
Education
Towson University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Morgan Stanley June 2015 - Present
Morgan Stanley February 2015 - June 2015
Blue Point Investment Management, LLC August 2014 - December 2014
NOAA: National Oceanic & Atmospheric Administration February 2014 - May 2014
Skills
Financial Analysis, Financial Modeling, Data Analysis, Sensitivity Analysis, Corporate Finance, Investments, Alternative Investments, Economics, Equity Research Analysis, Microsoft Office, Microsoft Excel, Public Speaking, Microsoft Word, Equity Research, Finance, Analysis, Teamwork, Leadership, Bloomberg, Equities, Valuation, Bloomberg Terminal
Education
Towson University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Tina Dunn Tina Dunn's Morgan Stanley Experience August 1997 - June 1998
Job Vaccine Sales Representative at Merck
Industry Pharmaceuticals
Experience
Merck June 2004 - Present
Dey L.P. May 2000 - June 2004
National Conference Services, Inc. (NCSI) June 1998 - May 2000
Morgan Stanley August 1997 - June 1998
Skills
Pulmonology, Pharmaceutical Sales, Hospitals, Vaccines, Allergy, Endocrinology, Urology, Cardiology, Hospital Sales, Pharmacueticals, Sales Presentations, Neurology, Sales, Product Launch, Marketing, Sales Effectiveness, Managed Care, Sales Operations, Selling, Gastroenterology, Pharmaceutical Industry
Education
Towson University 1994 — 1997
B.S., Psychology & Mass Communications
UMBC 1993 — 1994
Child Psychology
Merck June 2004 - Present
Dey L.P. May 2000 - June 2004
National Conference Services, Inc. (NCSI) June 1998 - May 2000
Morgan Stanley August 1997 - June 1998
Skills
Pulmonology, Pharmaceutical Sales, Hospitals, Vaccines, Allergy, Endocrinology, Urology, Cardiology, Hospital Sales, Pharmacueticals, Sales Presentations, Neurology, Sales, Product Launch, Marketing, Sales Effectiveness, Managed Care, Sales Operations, Selling, Gastroenterology, Pharmaceutical Industry
Education
Towson University 1994 — 1997
B.S., Psychology & Mass Communications
UMBC 1993 — 1994
Child Psychology
Stephanie Kwon Stephanie Kwon's Morgan Stanley Experience June 2015 - Present
Job Foreign Exchange Derivatives Analyst at Morgan Stanley
Industry Accounting
Experience
Morgan Stanley June 2015 - Present
Ad Astra, Inc. September 2012 - Present
KPMG US June 2014 - August 2014
Bon Chon August 2012 - August 2014
Benedict & Slack CPAs September 2013 - January 2014
Towson University September 2013 - December 2013
The ACI Group August 2013 - December 2013
Copeland's (Columbia) June 2013 - December 2013
Marketing Werks September 2011 - December 2011
Skills
Fluent in Korean, Microsoft Office, Microsoft Excel, Accounting, UltraTax, QuickBooks
Education
Towson University 2011 — 2015
Bachelor's Degree, Accounting, Senior
Mount Hebron High School 2008 — 2011
High School/Secondary Diplomas and Certificates
Morgan Stanley June 2015 - Present
Ad Astra, Inc. September 2012 - Present
KPMG US June 2014 - August 2014
Bon Chon August 2012 - August 2014
Benedict & Slack CPAs September 2013 - January 2014
Towson University September 2013 - December 2013
The ACI Group August 2013 - December 2013
Copeland's (Columbia) June 2013 - December 2013
Marketing Werks September 2011 - December 2011
Skills
Fluent in Korean, Microsoft Office, Microsoft Excel, Accounting, UltraTax, QuickBooks
Education
Towson University 2011 — 2015
Bachelor's Degree, Accounting, Senior
Mount Hebron High School 2008 — 2011
High School/Secondary Diplomas and Certificates
Kelly Kenney Kelly Kenney's Morgan Stanley Experience June 2014 - September 2014
Job Communications/Media Intern at Amnesty International
Industry Public Relations and Communications
Experience
Amnesty International June 2015 - Present
Morgan Stanley June 2014 - September 2014
Lexington Trading Company June 2011 - September 2013
Pier 1 Imports September 2011 - August 2012
Aliso Hills Swim Ranch May 2008 - September 2008
Education
Trinity College, Dublin 2010 — 2015
Bachelor of Arts (B.A.), Economic and Social Studies
Santa Margarita Catholic High School 2006 — 2010
High School Diploma
Amnesty International June 2015 - Present
Morgan Stanley June 2014 - September 2014
Lexington Trading Company June 2011 - September 2013
Pier 1 Imports September 2011 - August 2012
Aliso Hills Swim Ranch May 2008 - September 2008
Education
Trinity College, Dublin 2010 — 2015
Bachelor of Arts (B.A.), Economic and Social Studies
Santa Margarita Catholic High School 2006 — 2010
High School Diploma
Tina Mahmoudian Tina Mahmoudian's Morgan Stanley Experience June 2013 - August 2013
Job Associate Security Analyst
Industry Computer & Network Security
Experience
General Dynamics Information Technology June 2014 - Present
General Dynamics Information Technology September 2013 - June 2014
Morgan Stanley June 2013 - August 2013
BCPL April 2008 - May 2013
Stinger Ghaffarian Technologies (SGT) June 2012 - August 2012
Whitney, Bailey, Cox & Magnani 2009 - 2010
Skills
Troubleshooting, Microsoft Excel, Securities, Databases, HTML, Metasploit, CSS, Java, JavaScript, PHP, Python, C Programming, Linux, Windows Server, Windows 7, CentOS, Ubuntu, MySQL, OS X, Mint, SQL, Windows, Account Reconciliation, Research, Project Management, PowerPoint, Microsoft Office, Library, Networking, Kali Linux, Microsoft Word
Education
Towson University 2010 — 2014
Bachelor of Science (B.S.), Computer Science - Cyber Security Track, Minors in Astronomy and Mathematics
Towson High School 2006 — 2010
General Dynamics Information Technology June 2014 - Present
General Dynamics Information Technology September 2013 - June 2014
Morgan Stanley June 2013 - August 2013
BCPL April 2008 - May 2013
Stinger Ghaffarian Technologies (SGT) June 2012 - August 2012
Whitney, Bailey, Cox & Magnani 2009 - 2010
Skills
Troubleshooting, Microsoft Excel, Securities, Databases, HTML, Metasploit, CSS, Java, JavaScript, PHP, Python, C Programming, Linux, Windows Server, Windows 7, CentOS, Ubuntu, MySQL, OS X, Mint, SQL, Windows, Account Reconciliation, Research, Project Management, PowerPoint, Microsoft Office, Library, Networking, Kali Linux, Microsoft Word
Education
Towson University 2010 — 2014
Bachelor of Science (B.S.), Computer Science - Cyber Security Track, Minors in Astronomy and Mathematics
Towson High School 2006 — 2010
Candace Bailey Candace Bailey's Morgan Stanley Experience September 2003 - September 2005
Job Experienced Sales and Marketing Professional
Industry Consumer Services
Experience
SalonCentric - A Division of L'Oreal USA January 2012 - Present
ERA Weeks and Browning Realty May 2005 - January 2012
Morgan Stanley September 2003 - September 2005
AT&T Wireless September 2001 - September 2003
SunCom September 1999 - March 2001
MAX Federal Credit Union June 1997 - September 1999
Skills
Advertising, Public Relations, Press Releases, Microsoft Excel, Fundraising, Microsoft Word, Publicity, Editing, Marketing, Sales, Negotiation, Customer Service, Marketing Communications, Selling
Education
Troy University 1992 — 1997
Bachelor of Science, Public Relations and Journalism
Robert E. Lee High School 1989 — 1992
General Studies
SalonCentric - A Division of L'Oreal USA January 2012 - Present
ERA Weeks and Browning Realty May 2005 - January 2012
Morgan Stanley September 2003 - September 2005
AT&T Wireless September 2001 - September 2003
SunCom September 1999 - March 2001
MAX Federal Credit Union June 1997 - September 1999
Skills
Advertising, Public Relations, Press Releases, Microsoft Excel, Fundraising, Microsoft Word, Publicity, Editing, Marketing, Sales, Negotiation, Customer Service, Marketing Communications, Selling
Education
Troy University 1992 — 1997
Bachelor of Science, Public Relations and Journalism
Robert E. Lee High School 1989 — 1992
General Studies
MarySue Dwyer MarySue Dwyer's Morgan Stanley Experience 1988 - 2002
Job Owner, BeRibbon LLC: https://www.etsy.com/shop/BeRibbon?ref=hdr_shop_menu
Industry Retail
Experience
BeRibbon, LLC 2004 - Present
Morgan Stanley 1988 - 2002
JPMorgan Chase 1984 - 1988
Skills
Social Media, Team Building, New Business Development, Customer Service, Marketing Communications, Advertising, Management, Event Planning, Public Relations, Entrepreneurship, Strategy, Sales, Business Strategy, Microsoft Office, Marketing, Leadership, CRM
Education
Trinity University-Washington 1980 — 1984
Bachelor of Science (BS), English Language and Literature, General
BeRibbon, LLC 2004 - Present
Morgan Stanley 1988 - 2002
JPMorgan Chase 1984 - 1988
Skills
Social Media, Team Building, New Business Development, Customer Service, Marketing Communications, Advertising, Management, Event Planning, Public Relations, Entrepreneurship, Strategy, Sales, Business Strategy, Microsoft Office, Marketing, Leadership, CRM
Education
Trinity University-Washington 1980 — 1984
Bachelor of Science (BS), English Language and Literature, General
Eoin Killeen Eoin Killeen's Morgan Stanley Experience March 2010 - Present
Job KDB+ Consultant at Morgan Stanley
Industry Capital Markets
Experience
Morgan Stanley March 2010 - Present
First Derivatives 2009 - Present
Credit Suisse September 2009 - February 2010
Education
Trinity College Dublin
BA, BAI, Mechanical Engineering
UCD Michael Smurfit Graduate Business School
MSc, Business Analytics
Morgan Stanley March 2010 - Present
First Derivatives 2009 - Present
Credit Suisse September 2009 - February 2010
Education
Trinity College Dublin
BA, BAI, Mechanical Engineering
UCD Michael Smurfit Graduate Business School
MSc, Business Analytics
Cillian O'Bradaigh Cillian O'Bradaigh's Morgan Stanley Experience May 2008 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2008 - Present
Lehman Brothers September 1990 - May 2008
Education
Trinity College, Dublin
BBS, Business
Morgan Stanley May 2008 - Present
Lehman Brothers September 1990 - May 2008
Education
Trinity College, Dublin
BBS, Business
Deborah Giltz Deborah Giltz's Morgan Stanley Experience 2007 - 2009
Job CSR Catalyst360
Industry Insurance
Experience
Arts Academy Charter School October 2011 - Present
Catalyst 360 June 2013 - Present
Young People's Philharmonic / Junior Strings Philharmonic April 2013 - May 2014
World Wide Web Communications, Inc. September 2011 - November 2012
Stellar Life Services, LLC 2009 - 2011
Morgan Stanley 2007 - 2009
Snappy Auctions 2006 - 2007
ATX Communications 2004 - 2006
Hughes Network Systems 1997 - 2004
Rite Aid 1991 - 1997
Skills
Outside Sales, Inside Sales, Customer Service, Web and Software..., Social Media Consultant, SEO Improvement..., Project Managment, Administrative...
Education
Towson University 1985 — 1989
B.S., Political Science
Arts Academy Charter School October 2011 - Present
Catalyst 360 June 2013 - Present
Young People's Philharmonic / Junior Strings Philharmonic April 2013 - May 2014
World Wide Web Communications, Inc. September 2011 - November 2012
Stellar Life Services, LLC 2009 - 2011
Morgan Stanley 2007 - 2009
Snappy Auctions 2006 - 2007
ATX Communications 2004 - 2006
Hughes Network Systems 1997 - 2004
Rite Aid 1991 - 1997
Skills
Outside Sales, Inside Sales, Customer Service, Web and Software..., Social Media Consultant, SEO Improvement..., Project Managment, Administrative...
Education
Towson University 1985 — 1989
B.S., Political Science
Ike Onyewu Ike Onyewu's Morgan Stanley Experience March 2012 - May 2013
Job Senior Consultant at Booz Allen Hamilton
Industry Management Consulting
Experience
Booz Allen Hamilton July 2014 - Present
Booz Allen Hamilton May 2013 - June 2014
Morgan Stanley March 2012 - May 2013
Thompson Creek September 2011 - February 2012
Merrill Lynch June 2011 - September 2011
Towson University August 2009 - July 2010
Bank of America July 2007 - February 2008
Skills
Analysis, Microsoft Excel, Data Analysis, PowerPoint, Leadership, Strategy, Microsoft Office, SAP, Report Writing, Conflict Resolution, SPSS, Peachtree, Budgets, Time Management, Financial Analysis, Public Speaking, Customer Service, Management, Research, Social Media
Education
Towson University 2008 — 2011
B.A, Finance
Booz Allen Hamilton July 2014 - Present
Booz Allen Hamilton May 2013 - June 2014
Morgan Stanley March 2012 - May 2013
Thompson Creek September 2011 - February 2012
Merrill Lynch June 2011 - September 2011
Towson University August 2009 - July 2010
Bank of America July 2007 - February 2008
Skills
Analysis, Microsoft Excel, Data Analysis, PowerPoint, Leadership, Strategy, Microsoft Office, SAP, Report Writing, Conflict Resolution, SPSS, Peachtree, Budgets, Time Management, Financial Analysis, Public Speaking, Customer Service, Management, Research, Social Media
Education
Towson University 2008 — 2011
B.A, Finance
Eads Johnson Eads Johnson's Morgan Stanley Experience September 1979 - May 2008
Job Partner at RoundTable Financial Group
Industry Financial Services
Experience
RoundTable Financial Group 2010 - Present
Morgan Stanley September 1979 - May 2008
Skills
Hedge Funds, Portfolio Management, Capital Markets, Alternative Investments, Fixed Income, Fund Of Funds, Equities, Asset Management, Private Equity, Investor Relations, Trading, Derivatives, Investments, Investment Strategies, Securities
Education
Trinity College-Hartford 1972 — 1976
BA, History
RoundTable Financial Group 2010 - Present
Morgan Stanley September 1979 - May 2008
Skills
Hedge Funds, Portfolio Management, Capital Markets, Alternative Investments, Fixed Income, Fund Of Funds, Equities, Asset Management, Private Equity, Investor Relations, Trading, Derivatives, Investments, Investment Strategies, Securities
Education
Trinity College-Hartford 1972 — 1976
BA, History
Nina Paun Nina Paun's Morgan Stanley Experience January 2007 - Present
Job Executive Director Human Resources at Morgan Stanley
Industry Human Resources
Experience
Morgan Stanley January 2007 - Present
Skills
HR Management, HR Strategy, Compensation & Benefits, Employee Relations, People Development, People Management, Deferred Compensation, Employee Engagement, Talent Management, Talent Pipelining, Talent Developer, Management, Strategic Planning, Onboarding, Performance Management, Leadership, Talent Acquisition, Human Resources
Education
Trinity College-Hartford
History
Morgan Stanley January 2007 - Present
Skills
HR Management, HR Strategy, Compensation & Benefits, Employee Relations, People Development, People Management, Deferred Compensation, Employee Engagement, Talent Management, Talent Pipelining, Talent Developer, Management, Strategic Planning, Onboarding, Performance Management, Leadership, Talent Acquisition, Human Resources
Education
Trinity College-Hartford
History
Jay Diamond Jay Diamond's Morgan Stanley Experience June 2015 - Present
Job Fixed Income Analyst at Morgan Stanley
Industry Higher Education
Experience
Morgan Stanley June 2015 - Present
Jones Lang Lasalle May 2014 - August 2014
Edgley Construction Group 2011 - 2014
Skills
Microsoft Excel, Team Leadership, Contract Negotiation, Financial Analysis, Strategic Financial..., Corporate Finance, Investments, Social Networking, PowerPoint, Microsoft Word, Microsoft Office
Education
Towson University 2014 — 2017
Master of Business Administration (MBA), Finance
West Virginia University 2010 — 2014
Bachelor of Applied Science (B.A.Sc.), Finance
Morgan Stanley June 2015 - Present
Jones Lang Lasalle May 2014 - August 2014
Edgley Construction Group 2011 - 2014
Skills
Microsoft Excel, Team Leadership, Contract Negotiation, Financial Analysis, Strategic Financial..., Corporate Finance, Investments, Social Networking, PowerPoint, Microsoft Word, Microsoft Office
Education
Towson University 2014 — 2017
Master of Business Administration (MBA), Finance
West Virginia University 2010 — 2014
Bachelor of Applied Science (B.A.Sc.), Finance
Robert Czerwinski Robert Czerwinski's Morgan Stanley Experience January 2002 - April 2002
Job Student Financial Services Department Manager at CMD Outsourcing Solutions
Industry Higher Education
Experience
CMD Outsourcing Solutions June 2004 - Present
International Flavors and Fragances August 2001 - September 2003
Morgan Stanley January 2002 - April 2002
Skills
Lead Generation, New Business Development, Strategic Planning, Analysis, Customer Service, Marketing, Account Management, Business Development, Social Media Marketing, Business Analysis, Data Analysis, Management
Education
Towson University 2000 — 2004
Bachelor of Science, Computer Information Systems Minor in Business Administration
Manalapan High School 1996 — 2000
Bachelor of Applied Science (B.A.Sc.)
CMD Outsourcing Solutions June 2004 - Present
International Flavors and Fragances August 2001 - September 2003
Morgan Stanley January 2002 - April 2002
Skills
Lead Generation, New Business Development, Strategic Planning, Analysis, Customer Service, Marketing, Account Management, Business Development, Social Media Marketing, Business Analysis, Data Analysis, Management
Education
Towson University 2000 — 2004
Bachelor of Science, Computer Information Systems Minor in Business Administration
Manalapan High School 1996 — 2000
Bachelor of Applied Science (B.A.Sc.)
Fahd Randhawa Fahd Randhawa's Morgan Stanley Experience September 2009 - March 2013
Job Mortgage Loan Originator (NMLS 1272684) at Movement Mortgage LLC
Industry Real Estate
Experience
Movement Mortgage, LLC March 2015 - Present
Wells Fargo April 2013 - March 2015
Morgan Stanley September 2009 - March 2013
Wells Fargo January 2008 - May 2009
T Rowe Price October 2005 - January 2008
Skills
Account Management, Structured Finance, Fixed Income Analysis, Risk Analysis, Reputational Risk, Customer Service, Securities, Fixed Income, Capital Markets, MBS, Structured Products, Bonds, Equity Research, Loans, Mortgage Lending, Finance, Sales, Management, Credit, Equities, Financial Modeling, Financial Services, Investments, Loan Origination, Portfolio Management, Residential Mortgages, Research
Education
Towson University
Movement Mortgage, LLC March 2015 - Present
Wells Fargo April 2013 - March 2015
Morgan Stanley September 2009 - March 2013
Wells Fargo January 2008 - May 2009
T Rowe Price October 2005 - January 2008
Skills
Account Management, Structured Finance, Fixed Income Analysis, Risk Analysis, Reputational Risk, Customer Service, Securities, Fixed Income, Capital Markets, MBS, Structured Products, Bonds, Equity Research, Loans, Mortgage Lending, Finance, Sales, Management, Credit, Equities, Financial Modeling, Financial Services, Investments, Loan Origination, Portfolio Management, Residential Mortgages, Research
Education
Towson University
Cass Crockatt's Morgan Stanley Experience August 2014 - Present
Job User Experience Director: Strategy & Design
Industry Design
Experience
Morgan Stanley August 2014 - Present
Wolters Kluwer July 2013 - August 2014
Huge April 2013 - July 2013
Sapient June 2004 - April 2013
IBM 2001 - 2004
Barclays Capital 2000 - 2000
Skills
User Experience, User-centered Design, Persona, Information Architecture, User Experience Design, Usability Testing, Experience Design, Content Strategy, Information Design, User Research, Interaction Design, Card Sorting, User Interface Design, Wireframes, Wire Framing, Usability Engineering, Heuristic Evaluation, User Interface, OmniGraffle, Axure, XHTML, User Scenarios, Contextual Inquiry, Usability, Mobile Design, Visual Design, Human Computer..., Site Maps, Paper Prototyping, User Journeys, Task Analysis, Design Strategy, Design Thinking, Accessibility
Education
Trinity College, Dublin 1997 — 2001
BA, Information & Communications Technology
Morgan Stanley August 2014 - Present
Wolters Kluwer July 2013 - August 2014
Huge April 2013 - July 2013
Sapient June 2004 - April 2013
IBM 2001 - 2004
Barclays Capital 2000 - 2000
Skills
User Experience, User-centered Design, Persona, Information Architecture, User Experience Design, Usability Testing, Experience Design, Content Strategy, Information Design, User Research, Interaction Design, Card Sorting, User Interface Design, Wireframes, Wire Framing, Usability Engineering, Heuristic Evaluation, User Interface, OmniGraffle, Axure, XHTML, User Scenarios, Contextual Inquiry, Usability, Mobile Design, Visual Design, Human Computer..., Site Maps, Paper Prototyping, User Journeys, Task Analysis, Design Strategy, Design Thinking, Accessibility
Education
Trinity College, Dublin 1997 — 2001
BA, Information & Communications Technology
Matthew Wong Matthew Wong's Morgan Stanley Experience October 2000 - May 2002
Job Associate Director at Kroll Bond Rating Agency, Inc.
Industry Financial Services
Experience
Kroll Bond Rating Agency, Inc. November 2014 - Present
Assured Guaranty October 2012 - November 2014
Moody's Investors Service August 2009 - October 2012
New York City Mayor's Office of Management and Budget August 2007 - July 2009
New York City Independent Budget Office July 2006 - August 2007
Transportation Security Administration June 2005 - August 2005
The Consultation Center at Yale University October 2004 - May 2005
Housing Enterprises, Inc. December 2003 - September 2004
Western Asset Management December 2002 - July 2003
Morgan Stanley October 2000 - May 2002
Skills
Public Finance, Criminal Justice, Excel, Research, Financial Analysis, Budgeting, Analysis, Microsoft Office, Statistics, Public Policy, Non-profits
Education
University of Connecticut 2004 — 2006
Masters, Public Administration
Trinity College-Hartford 1996 — 2000
Bachelors of Art, Economics
Kroll Bond Rating Agency, Inc. November 2014 - Present
Assured Guaranty October 2012 - November 2014
Moody's Investors Service August 2009 - October 2012
New York City Mayor's Office of Management and Budget August 2007 - July 2009
New York City Independent Budget Office July 2006 - August 2007
Transportation Security Administration June 2005 - August 2005
The Consultation Center at Yale University October 2004 - May 2005
Housing Enterprises, Inc. December 2003 - September 2004
Western Asset Management December 2002 - July 2003
Morgan Stanley October 2000 - May 2002
Skills
Public Finance, Criminal Justice, Excel, Research, Financial Analysis, Budgeting, Analysis, Microsoft Office, Statistics, Public Policy, Non-profits
Education
University of Connecticut 2004 — 2006
Masters, Public Administration
Trinity College-Hartford 1996 — 2000
Bachelors of Art, Economics
Ralph Dickman Ralph Dickman's Morgan Stanley Experience 2002 - 2005
Job VP, Sr Private Client Advisor to Entrepreneurs and Business Owners at City National Bank
Industry Financial Services
Experience
City National Bank July 2011 - Present
Wells Fargo Bank 2006 - January 2011
Wells Fargo 2005 - 2006
Morgan Stanley 2002 - 2005
Quantum 1998 - 2001
Seagate 1995 - 2000
Maxtor 1987 - 2000
Interex 1999 - 1999
Dataquest 1984 - 1990
Mag Media 1982 - 1984
Skills
Portfolio Management, Estate Planning, Business Succession..., Team Leadership, Account Management, P&L responsibility, Commercial Banking, Credit, Banking, Wealth Management, Leadership, Small Business Lending, Sales, Loans, Entrepreneurship, Private Banking, Management, Finance, Commercial Lending, Financial Services, P
Education
Trinity College-Hartford 1968 — 1972
BA, English
City National Bank July 2011 - Present
Wells Fargo Bank 2006 - January 2011
Wells Fargo 2005 - 2006
Morgan Stanley 2002 - 2005
Quantum 1998 - 2001
Seagate 1995 - 2000
Maxtor 1987 - 2000
Interex 1999 - 1999
Dataquest 1984 - 1990
Mag Media 1982 - 1984
Skills
Portfolio Management, Estate Planning, Business Succession..., Team Leadership, Account Management, P&L responsibility, Commercial Banking, Credit, Banking, Wealth Management, Leadership, Small Business Lending, Sales, Loans, Entrepreneurship, Private Banking, Management, Finance, Commercial Lending, Financial Services, P
Education
Trinity College-Hartford 1968 — 1972
BA, English
Jennifer Elmore's Morgan Stanley Experience June 2015 - Present
Job Operations Analyst III Client Information Control
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Morgan Stanley August 2013 - June 2015
Morgan Stanley March 2013 - August 2013
GreekYearbook June 2012 - November 2012
GreekYearbook August 2011 - May 2012
Towson University April 2010 - May 2012
Dogtopia of Clarksville March 2011 - August 2011
Red Robin Gourmet Burgers Inc August 2007 - April 2010
New Town Cafe August 2005 - July 2007
Skills
Customer Service, Client Liaison, Social Networking, Telephone Skills, Microsoft Office, Global Finance, Financial Operations, Internal & External..., Operational Risk..., Equity Trading, Investment Banking, Account Management, Corporate Actions, Typing, P&L Operations, Time Management, Marketing, Dodd-Frank, ISDA, Event Management, Microsoft Word
Education
Towson University 2008 — 2012
Bachelor of Science Degree, Mass Communication
New Town High School 2004 — 2008
High School Diploma
Morgan Stanley June 2015 - Present
Morgan Stanley August 2013 - June 2015
Morgan Stanley March 2013 - August 2013
GreekYearbook June 2012 - November 2012
GreekYearbook August 2011 - May 2012
Towson University April 2010 - May 2012
Dogtopia of Clarksville March 2011 - August 2011
Red Robin Gourmet Burgers Inc August 2007 - April 2010
New Town Cafe August 2005 - July 2007
Skills
Customer Service, Client Liaison, Social Networking, Telephone Skills, Microsoft Office, Global Finance, Financial Operations, Internal & External..., Operational Risk..., Equity Trading, Investment Banking, Account Management, Corporate Actions, Typing, P&L Operations, Time Management, Marketing, Dodd-Frank, ISDA, Event Management, Microsoft Word
Education
Towson University 2008 — 2012
Bachelor of Science Degree, Mass Communication
New Town High School 2004 — 2008
High School Diploma
Thomas J. Crabtree Thomas J. Crabtree's Morgan Stanley Experience June 2014 - August 2014
Job Recruiter at AP Staffing
Industry Staffing and Recruiting
Experience
AP Staffing July 2015 - Present
Morgan Stanley June 2014 - August 2014
Universal Testing Services May 2011 - August 2013
Skills
Recruiting, Sourcing, Social Media, Healthcare, Public Speaking, Microsoft Excel, Economics, Statistics, Formal Organization, Microsoft Office
Education
Trinity College-Hartford 2011 — 2015
Bachelor's degree, Economics
St. John's Preparatory School 2007 — 2011
AP Staffing July 2015 - Present
Morgan Stanley June 2014 - August 2014
Universal Testing Services May 2011 - August 2013
Skills
Recruiting, Sourcing, Social Media, Healthcare, Public Speaking, Microsoft Excel, Economics, Statistics, Formal Organization, Microsoft Office
Education
Trinity College-Hartford 2011 — 2015
Bachelor's degree, Economics
St. John's Preparatory School 2007 — 2011
Brady Keeshan's Morgan Stanley Experience June 2011 - September 2014
Job Executive Search and Assessment Professional at Russell Reynolds Associates
Industry Human Resources
Experience
Russell Reynolds Associates September 2014 - Present
Morgan Stanley June 2011 - September 2014
Skills
Research
Education
Trinity College-Hartford 2007 — 2011
Russell Reynolds Associates September 2014 - Present
Morgan Stanley June 2011 - September 2014
Skills
Research
Education
Trinity College-Hartford 2007 — 2011
Brendan Dowling Brendan Dowling's Morgan Stanley Experience June 2015 - August 2015
Job Investment Banking Summer Analyst at Morgan Stanley
Industry Investment Banking
Experience
Trinity College - Hartford September 2013 - Present
Morgan Stanley June 2015 - August 2015
State Street June 2014 - August 2014
Morgan Stanley Investment Management May 2013 - July 2013
Skills
Public Speaking, Economics, Leadership, Teamwork, Microsoft Word, Time Management, Microsoft Excel, Securities, Microsoft Office, Finance, Bloomberg Terminal, ETFs
Education
Trinity College-Hartford 2012 — 2016
Bachelor of Science (B.S.), Economics
Institute of Economics and Political Studies, Cambridge University 2015 — 2015
4.0/4.0
Glen Rock High School 2008 — 2012
Trinity College - Hartford September 2013 - Present
Morgan Stanley June 2015 - August 2015
State Street June 2014 - August 2014
Morgan Stanley Investment Management May 2013 - July 2013
Skills
Public Speaking, Economics, Leadership, Teamwork, Microsoft Word, Time Management, Microsoft Excel, Securities, Microsoft Office, Finance, Bloomberg Terminal, ETFs
Education
Trinity College-Hartford 2012 — 2016
Bachelor of Science (B.S.), Economics
Institute of Economics and Political Studies, Cambridge University 2015 — 2015
4.0/4.0
Glen Rock High School 2008 — 2012
Ashley T. Knight Ashley T. Knight's Morgan Stanley Experience June 2012 - August 2012
Job Private Equity & Hedge Fund Sales
Industry Financial Services
Experience
State Street Bank July 2013 - Present
Morgan Stanley June 2012 - August 2012
State Street Bank June 2011 - August 2011
Skills
Stata, Derivatives, Equities
Education
Wellesley College 2009 — 2013
Psychology, Economics
Trinity College, Dublin 2011 — 2012
Humanities, Economics, Psychology
Townsend Harris High School 2005 — 2009
97.6 GPA
State Street Bank July 2013 - Present
Morgan Stanley June 2012 - August 2012
State Street Bank June 2011 - August 2011
Skills
Stata, Derivatives, Equities
Education
Wellesley College 2009 — 2013
Psychology, Economics
Trinity College, Dublin 2011 — 2012
Humanities, Economics, Psychology
Townsend Harris High School 2005 — 2009
97.6 GPA
Detra Mackey Detra Mackey's Morgan Stanley Experience June 2006 - July 2008
Job Senior Branch ManagerAssistant Vice President at M&T Bank
Industry Banking
Experience
M&T Bank July 2008 - Present
Morgan Stanley June 2006 - July 2008
Skills
Commercial Banking, Small Business Lending, Retail Banking, Branch Management, Credit, Consumer Lending, Investments, Credit Risk, Life Insurance
Education
Towson University 2002 — 2006
Business Administration and Management, General
Smithsburg High School 1998 — 2002
High School Diploma
M&T Bank July 2008 - Present
Morgan Stanley June 2006 - July 2008
Skills
Commercial Banking, Small Business Lending, Retail Banking, Branch Management, Credit, Consumer Lending, Investments, Credit Risk, Life Insurance
Education
Towson University 2002 — 2006
Business Administration and Management, General
Smithsburg High School 1998 — 2002
High School Diploma
Jessica McDonald's Morgan Stanley Experience 2007 - 2008
Job 2014 Maryland's Finest Honoree
Industry Events Services
Experience
McDonogh School March 2014 - Present
Cystic Fibrosis Foundation August 2014 - July 2015
Council of Fashion Designers of America (CFDA) January 2015 - February 2015
Johns Hopkins University May 2011 - February 2014
Maryland Athletic Club (MAC) November 2010 - August 2013
Johns Hopkins University November 2008 - April 2011
Under Armour 2008 - 2008
Morgan Stanley 2007 - 2008
Primary Residential Mortgage January 2006 - March 2007
Skills
Corporate Finance, Marketing Strategy, Marketing Communications, New Business Development, Brand Awareness, Strategic Financial..., Fashion, Sales Management, Philanthropy, Fundraising, Performing Arts, Corporate Outreach, SAP, Microsoft Publisher, PowerPoint, SharePoint, Sponsorship, Corporate Branding, Event Planning, SAP BW, SAP R/3, Management, Budgets, Marketing, Social Media Marketing, Event Management, Social Networking, Social Media, Public Relations
Education
Towson University
Bachelor of Science (B.S.), Mass Communication/Media Studies, 3.63
McDonogh School March 2014 - Present
Cystic Fibrosis Foundation August 2014 - July 2015
Council of Fashion Designers of America (CFDA) January 2015 - February 2015
Johns Hopkins University May 2011 - February 2014
Maryland Athletic Club (MAC) November 2010 - August 2013
Johns Hopkins University November 2008 - April 2011
Under Armour 2008 - 2008
Morgan Stanley 2007 - 2008
Primary Residential Mortgage January 2006 - March 2007
Skills
Corporate Finance, Marketing Strategy, Marketing Communications, New Business Development, Brand Awareness, Strategic Financial..., Fashion, Sales Management, Philanthropy, Fundraising, Performing Arts, Corporate Outreach, SAP, Microsoft Publisher, PowerPoint, SharePoint, Sponsorship, Corporate Branding, Event Planning, SAP BW, SAP R/3, Management, Budgets, Marketing, Social Media Marketing, Event Management, Social Networking, Social Media, Public Relations
Education
Towson University
Bachelor of Science (B.S.), Mass Communication/Media Studies, 3.63
Mark Dibble Mark Dibble's Morgan Stanley Experience March 1984 - March 1994
Job Senior Technical Analyst at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments March 1994 - Present
Morgan Stanley March 1984 - March 1994
Cowen and Company October 1983 - March 1984
Skills
chart reading, FactSet, Bloomberg, Portfolio Management, Investments, Equities, Equity Research, Technical Analysis
Education
Trinity College-Hartford 1979 — 1983
economics
The Gunnery 1975 — 1979
high school
Fidelity Investments March 1994 - Present
Morgan Stanley March 1984 - March 1994
Cowen and Company October 1983 - March 1984
Skills
chart reading, FactSet, Bloomberg, Portfolio Management, Investments, Equities, Equity Research, Technical Analysis
Education
Trinity College-Hartford 1979 — 1983
economics
The Gunnery 1975 — 1979
high school
Crystal Nix Burton Crystal Nix Burton's Morgan Stanley Experience September 1998 - February 2001
Job Payroll Technical Specialist
Industry Financial Services
Experience
Haynes Inc March 2012 - Present
CreateSpace October 2010 - January 2011
The Beach Company May 2006 - January 2009
The Beach Company May 2004 - May 2006
Morgan Stanley September 1998 - February 2001
Education
Trident Technical College 2004 — 2007
Associate, Business
Haynes Inc March 2012 - Present
CreateSpace October 2010 - January 2011
The Beach Company May 2006 - January 2009
The Beach Company May 2004 - May 2006
Morgan Stanley September 1998 - February 2001
Education
Trident Technical College 2004 — 2007
Associate, Business
Laura Marshall-Powers's Morgan Stanley Experience February 1993 - September 2003
Job Financial Planner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company August 2003 - Present
NYL Insurance 2007 - 2011
Morgan Stanley February 1993 - September 2003
Skills
Retirement Planning, Financial Planning, Wealth Management, Retirement, Insurance Planning, Investment Advisory, Retirement Income..., Strategic Financial..., Fixed Annuities, Financial Planners, IRAs, Life Insurance, Long Term Care Insurance, Estate Planning, Term Life Insurance, Mutual Funds, Whole Life, Disability Insurance, Long-term Care, Asset Management, Wealth Accumulation, 401k Rollovers, Roth IRA, Wealth, Series 7, Series 65, Buy-sell Agreements, Securities, Investments, FINRA, Retirement Plan..., Pensions, Wealth Preservation..., Series 6, Insurance, College Savings Plans, Qualified Retirement..., 401k, Health Insurance, 529 Plans, Variable Annuities, Universal Life, Series 63, Personal Financial...
Education
Trinity Christian College 1982 — 1986
Accounting
New York Life Insurance Company August 2003 - Present
NYL Insurance 2007 - 2011
Morgan Stanley February 1993 - September 2003
Skills
Retirement Planning, Financial Planning, Wealth Management, Retirement, Insurance Planning, Investment Advisory, Retirement Income..., Strategic Financial..., Fixed Annuities, Financial Planners, IRAs, Life Insurance, Long Term Care Insurance, Estate Planning, Term Life Insurance, Mutual Funds, Whole Life, Disability Insurance, Long-term Care, Asset Management, Wealth Accumulation, 401k Rollovers, Roth IRA, Wealth, Series 7, Series 65, Buy-sell Agreements, Securities, Investments, FINRA, Retirement Plan..., Pensions, Wealth Preservation..., Series 6, Insurance, College Savings Plans, Qualified Retirement..., 401k, Health Insurance, 529 Plans, Variable Annuities, Universal Life, Series 63, Personal Financial...
Education
Trinity Christian College 1982 — 1986
Accounting
Leeor Shimon Leeor Shimon's Morgan Stanley Experience August 2014 - Present
Job Mutual Funds Reconciliation Analyst at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley August 2014 - Present
The Melting Pot Restaurants January 2012 - Present
Communications Electronics Inc. September 2013 - May 2014
Ameriprise Financial Services, Inc. September 2012 - January 2013
Millers Delicatessen January 2009 - January 2013
Curiosityville June 2012 - August 2012
Skills
Interpersonal Skill, Always Willing to Learn, Dependent, Multi Tasking, Organizational..., Time Management, Reliability, Dedication to..., Customer Service, Positive Behavior..., Catering, Research, Salesforce.com, Marketing, Facebook, Blogging, Leadership, Social Media
Education
Towson University 2009 — 2014
Bachelor of Business Administration (BBA), Business Administration, Management and e-Business
Morgan Stanley August 2014 - Present
The Melting Pot Restaurants January 2012 - Present
Communications Electronics Inc. September 2013 - May 2014
Ameriprise Financial Services, Inc. September 2012 - January 2013
Millers Delicatessen January 2009 - January 2013
Curiosityville June 2012 - August 2012
Skills
Interpersonal Skill, Always Willing to Learn, Dependent, Multi Tasking, Organizational..., Time Management, Reliability, Dedication to..., Customer Service, Positive Behavior..., Catering, Research, Salesforce.com, Marketing, Facebook, Blogging, Leadership, Social Media
Education
Towson University 2009 — 2014
Bachelor of Business Administration (BBA), Business Administration, Management and e-Business
Fiona Stafford Fiona Stafford's Morgan Stanley Experience July 1998 - August 1999
Job Trinity North America, Administrator
Industry Nonprofit Organization Management
Experience
Trinity Foundation June 2012 - Present
IBM June 2006 - July 2008
Citibank July 2001 - December 2005
Morgan Stanley July 1998 - August 1999
Prudential Securities Inc. 1993 - 1998
Guy Carpenter June 1992 - September 1992
Guy Carpenter June 1991 - September 1991
Chase Manhattan June 1990 - September 1990
Skills
Series 7, Series 63, CCM, Business Analysis, User Acceptance Testing, Project Management, Business Process, Banking
Education
University College Dublin 1999 — 2000
Master of Science (M.Sc.), Management Information Systems, General
Trinity College, Dublin 1989 — 1993
Bachelor of Arts (B.A.), B.E.S.S.
Trinity Foundation June 2012 - Present
IBM June 2006 - July 2008
Citibank July 2001 - December 2005
Morgan Stanley July 1998 - August 1999
Prudential Securities Inc. 1993 - 1998
Guy Carpenter June 1992 - September 1992
Guy Carpenter June 1991 - September 1991
Chase Manhattan June 1990 - September 1990
Skills
Series 7, Series 63, CCM, Business Analysis, User Acceptance Testing, Project Management, Business Process, Banking
Education
University College Dublin 1999 — 2000
Master of Science (M.Sc.), Management Information Systems, General
Trinity College, Dublin 1989 — 1993
Bachelor of Arts (B.A.), B.E.S.S.
Funmi Wellington Funmi Wellington's Morgan Stanley Experience June 2014 - August 2014
Job Recent Graduate
Industry Financial Services
Experience
J.P. Morgan June 2015 - August 2015
T. Rowe Price October 2014 - November 2014
Morgan Stanley June 2014 - August 2014
Towson University August 2013 - May 2014
Towson University Investment Group September 2013 - December 2013
NIC Bank Kenya May 2008 - May 2008
Skills
Microsoft Excel, Accounting, Microsoft Word, PowerPoint, Financial Accounting, Teamwork, Financial Analysis, Financial Reporting, Customer Service, Bookkeeping, Research, English, Time Management, Accounts Payable, Management, Finance
Education
Towson University 2011 — 2015
Bachelor of Science (B.S.), Accounting and Finance
St Andrews International School 2009 — 2011
A Level Qualification, Math, Chemistry, Economics
Braeburn 2006 — 2009
J.P. Morgan June 2015 - August 2015
T. Rowe Price October 2014 - November 2014
Morgan Stanley June 2014 - August 2014
Towson University August 2013 - May 2014
Towson University Investment Group September 2013 - December 2013
NIC Bank Kenya May 2008 - May 2008
Skills
Microsoft Excel, Accounting, Microsoft Word, PowerPoint, Financial Accounting, Teamwork, Financial Analysis, Financial Reporting, Customer Service, Bookkeeping, Research, English, Time Management, Accounts Payable, Management, Finance
Education
Towson University 2011 — 2015
Bachelor of Science (B.S.), Accounting and Finance
St Andrews International School 2009 — 2011
A Level Qualification, Math, Chemistry, Economics
Braeburn 2006 — 2009
Lewis Ray Jr. Lewis Ray Jr.'s Morgan Stanley Experience September 2015 - Present
Job Listed Derivatives at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2015 - Present
Morgan Stanley June 2014 - September 2015
Morgan Stanley June 2013 - June 2014
Skills
Bloomberg, Microsoft Excel, Financial Modeling, Prime Brokerage, Trading, Investments, Financial Analysis, Finance, Risk Management, Equities, Corporate Finance, Securities, Mutual Funds, Wealth Management, Fixed Income
Education
Towson University 2012 — 2014
Bachelor of Science (B.S.), Finance, General
Morgan Stanley September 2015 - Present
Morgan Stanley June 2014 - September 2015
Morgan Stanley June 2013 - June 2014
Skills
Bloomberg, Microsoft Excel, Financial Modeling, Prime Brokerage, Trading, Investments, Financial Analysis, Finance, Risk Management, Equities, Corporate Finance, Securities, Mutual Funds, Wealth Management, Fixed Income
Education
Towson University 2012 — 2014
Bachelor of Science (B.S.), Finance, General
Samuel Locoh-Donou, MD/MPH Samuel Locoh-Donou, MD/MPH's Morgan Stanley Experience July 2007 - July 2008
Job Resident Physician at Indiana University Health
Industry Hospital & Health Care
Experience
Indiana University Health June 2013 - Present
Management Services Corporation of Charlottesville July 2011 - May 2013
Moving Africa Forward May 2009 - April 2013
Morgan Stanley July 2007 - July 2008
Skills
Financial Analysis, Research, Public Speaking, Data Analysis, Customer Service, Marketing, Sales, Leadership, Nonprofits, Project Management, Strategy, Hospitals
Education
University Of Virginia School of Public Health 2011 — 2013
MPH, Policy, Law and Ethics Concentration.
University of Virginia School of Medicine 2008 — 2013
MD/MPH, Medicine
Towson University 2003 — 2007
Bachelor of Science (BS), Human Biology
Indiana University Health June 2013 - Present
Management Services Corporation of Charlottesville July 2011 - May 2013
Moving Africa Forward May 2009 - April 2013
Morgan Stanley July 2007 - July 2008
Skills
Financial Analysis, Research, Public Speaking, Data Analysis, Customer Service, Marketing, Sales, Leadership, Nonprofits, Project Management, Strategy, Hospitals
Education
University Of Virginia School of Public Health 2011 — 2013
MPH, Policy, Law and Ethics Concentration.
University of Virginia School of Medicine 2008 — 2013
MD/MPH, Medicine
Towson University 2003 — 2007
Bachelor of Science (BS), Human Biology
Kevin Inghram's Morgan Stanley Experience April 2007 - April 2012
Job Senior Securities Analyst at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Corporate Trust April 2012 - Present
Morgan Stanley April 2007 - April 2012
Chevy Chase Bank February 2004 - April 2007
Skills
Management, Portfolio Management, Banking, Data Analysis, Project Management, Securities, Financial Services, Fixed Income, Equities, Forecasting, Loans, Relationship Management, Asset Management, Financial Reporting, Accounting, Capital Markets
Education
Towson University 2002 — 2006
Bachelor of Arts (BA), Mass Communication/Media Studies
Wells Fargo Corporate Trust April 2012 - Present
Morgan Stanley April 2007 - April 2012
Chevy Chase Bank February 2004 - April 2007
Skills
Management, Portfolio Management, Banking, Data Analysis, Project Management, Securities, Financial Services, Fixed Income, Equities, Forecasting, Loans, Relationship Management, Asset Management, Financial Reporting, Accounting, Capital Markets
Education
Towson University 2002 — 2006
Bachelor of Arts (BA), Mass Communication/Media Studies
Jennifer Ellis's Morgan Stanley Experience January 2007 - July 2008
Job Senior Business Development Analyst at Aberdeen Asset Management
Industry Investment Management
Experience
Aberdeen Asset Management July 2008 - Present
Morgan Stanley January 2007 - July 2008
Internet Strategy Group February 2005 - January 2007
Skills
Asset Managment, Business Development, Investments, Mutual Funds, Microsoft Office, Analytics, Salesforce.com, Asset Management, Business Analysis, Analysis, Strategy, Due Diligence, Financial Risk, Equities, Finance, Portfolio Management
Education
Towson University 2002 — 2006
BS, Business Administration; Marketing
American University of Rome - Summer 2006 2005 — 2005
Aberdeen Asset Management July 2008 - Present
Morgan Stanley January 2007 - July 2008
Internet Strategy Group February 2005 - January 2007
Skills
Asset Managment, Business Development, Investments, Mutual Funds, Microsoft Office, Analytics, Salesforce.com, Asset Management, Business Analysis, Analysis, Strategy, Due Diligence, Financial Risk, Equities, Finance, Portfolio Management
Education
Towson University 2002 — 2006
BS, Business Administration; Marketing
American University of Rome - Summer 2006 2005 — 2005
Colby Buss Colby Buss's Morgan Stanley Experience November 2011 - April 2012
Job Financial Advisor at UBS Wealth Management
Industry International Affairs
Experience
UBS July 2011 - Present
Morgan Stanley November 2011 - April 2012
UBS January 2011 - June 2011
Towson University June 2009 - May 2011
Towson University June 2008 - May 2011
Education
Towson University
BS, International Business, French
UBS July 2011 - Present
Morgan Stanley November 2011 - April 2012
UBS January 2011 - June 2011
Towson University June 2009 - May 2011
Towson University June 2008 - May 2011
Education
Towson University
BS, International Business, French
Gregory Banasz Gregory Banasz's Morgan Stanley Experience November 2012 - December 2013
Job Managing Director Founding Partner at Steward Partners Global Advisory
Industry Financial Services
Experience
Steward Partners Global Advisory June 2015 - Present
Steward Partners Holdings January 2014 - Present
Morgan Stanley November 2012 - December 2013
Morgan Stanley Smith Barney November 2005 - November 2012
Legg Mason January 2000 - November 2005
Legg Mason November 1992 - January 2000
Skills
Wealth Management, Strategy, Investments, Financial Advisory, Management, Mutual Funds, Financial Analysis, Retirement Planning, Portfolio Management, Series 65, Asset Allocation, Team Consultant
Education
Towson University 1988 — 1992
BS, Finance and Accounting
Towson University 1986 — 1991
Bachelor's degree, Accounting and Finance
Steward Partners Global Advisory June 2015 - Present
Steward Partners Holdings January 2014 - Present
Morgan Stanley November 2012 - December 2013
Morgan Stanley Smith Barney November 2005 - November 2012
Legg Mason January 2000 - November 2005
Legg Mason November 1992 - January 2000
Skills
Wealth Management, Strategy, Investments, Financial Advisory, Management, Mutual Funds, Financial Analysis, Retirement Planning, Portfolio Management, Series 65, Asset Allocation, Team Consultant
Education
Towson University 1988 — 1992
BS, Finance and Accounting
Towson University 1986 — 1991
Bachelor's degree, Accounting and Finance
Shain Rae's Morgan Stanley Experience 2003 - 2005
Job President at DEUS Rescue
Industry Public Safety
Experience
DEUS Rescue 2005 - Present
Morgan Stanley 2003 - 2005
UBS 1997 - 2003
Education
Truman State University 1989 — 1995
BS, Finance, Economics
DEUS Rescue 2005 - Present
Morgan Stanley 2003 - 2005
UBS 1997 - 2003
Education
Truman State University 1989 — 1995
BS, Finance, Economics
Lauren Bratton Lauren Bratton's Morgan Stanley Experience June 2013 - December 2014
Job JP Morgan Global Wealth Management
Industry Financial Services
Experience
J.P. Morgan December 2014 - Present
Morgan Stanley June 2013 - December 2014
Mariner Finance November 2011 - June 2012
Skills
Financial Analysis, Financial Modeling, Investments, Investment Banking, Valuation, Bloomberg, Banking, Finance, Equities, Portfolio Management, Fixed Income
Education
Towson University
Bachelor of Applied Science (B.A.Sc.), Finance, General
J.P. Morgan December 2014 - Present
Morgan Stanley June 2013 - December 2014
Mariner Finance November 2011 - June 2012
Skills
Financial Analysis, Financial Modeling, Investments, Investment Banking, Valuation, Bloomberg, Banking, Finance, Equities, Portfolio Management, Fixed Income
Education
Towson University
Bachelor of Applied Science (B.A.Sc.), Finance, General
Nicholas Rafferty Nicholas Rafferty's Morgan Stanley Experience June 2007 - January 2012
Job Vice President, Client Advisor at Chilton Trust
Industry Financial Services
Experience
Chilton Investment Company May 2014 - Present
Chilton Investment Company January 2012 - May 2014
Morgan Stanley June 2007 - January 2012
Butler Capital Corporation August 2005 - June 2007
Capital Counsel January 2004 - August 2005
Skills
Microsoft Word, Capital Raising, CMBS, Institutional..., CRM, Family Office, Analytics, Client Services, Fundraising, Financial Statement..., Options Strategies, Editing, Securitization, Securities Regulation, French
Education
Trinity College-Hartford 1999 — 2003
B.A., History
St. George's School 1995 — 1999
St. David's School
Class of 1995
Chilton Investment Company May 2014 - Present
Chilton Investment Company January 2012 - May 2014
Morgan Stanley June 2007 - January 2012
Butler Capital Corporation August 2005 - June 2007
Capital Counsel January 2004 - August 2005
Skills
Microsoft Word, Capital Raising, CMBS, Institutional..., CRM, Family Office, Analytics, Client Services, Fundraising, Financial Statement..., Options Strategies, Editing, Securitization, Securities Regulation, French
Education
Trinity College-Hartford 1999 — 2003
B.A., History
St. George's School 1995 — 1999
St. David's School
Class of 1995
Jeremy Armell Jeremy Armell's Morgan Stanley Experience January 2010 - February 2013
Job Senior Financial Credit Analyst at Carroll Independent Fuel, LLC
Industry Oil & Energy
Experience
Carroll Independent Fuel Co December 2014 - August 2015
Carroll Independent Fuel Co May 2013 - December 2014
Morgan Stanley January 2010 - February 2013
Northwestern Mutual Financial Network June 2009 - January 2010
Skills
Investments, Derivatives, DTCC, Equity Valuation, Corporate Finance, Quantitative Research, Bloomberg, Financial Statement..., Financial Modeling, Credit, Asset Management, Management, Equities, Fixed Income
Education
Towson University
Bachelor of Science, Business Administration- Finance Concentration; Finance
Carroll Independent Fuel Co December 2014 - August 2015
Carroll Independent Fuel Co May 2013 - December 2014
Morgan Stanley January 2010 - February 2013
Northwestern Mutual Financial Network June 2009 - January 2010
Skills
Investments, Derivatives, DTCC, Equity Valuation, Corporate Finance, Quantitative Research, Bloomberg, Financial Statement..., Financial Modeling, Credit, Asset Management, Management, Equities, Fixed Income
Education
Towson University
Bachelor of Science, Business Administration- Finance Concentration; Finance
Terri Dalmer (LoMonte) Terri Dalmer (LoMonte)'s Morgan Stanley Experience 2005 - 2007
Job Commodity Sales Executive at ConEdison Solutions
Industry Utilities
Experience
ConEdison Solutions January 2013 - Present
ConEdison Solutions June 2012 - January 2013
ConEdison Solutions July 2008 - June 2012
Morgan Stanley 2005 - 2007
Morgan Stanley 1998 - 2005
Penguin Group USA 1996 - 1997
Skills
Commodity Markets, Commodity, Equities, Natural Gas, Hedging, Derivatives, Equity Research, Risk Management, Financial Analysis, Financial Modeling, Energy, Electricity Markets, Due Diligence, Asset Management, Energy Markets, Energy Management, Valuation, Analysis, Quantitative Analytics, Investments, Management, CRM, Capital Markets, Renewable Energy, Energy Conservation, Strategy, Competitive Analysis
Education
Trinity College-Hartford 1992 — 1996
BA, History
ConEdison Solutions January 2013 - Present
ConEdison Solutions June 2012 - January 2013
ConEdison Solutions July 2008 - June 2012
Morgan Stanley 2005 - 2007
Morgan Stanley 1998 - 2005
Penguin Group USA 1996 - 1997
Skills
Commodity Markets, Commodity, Equities, Natural Gas, Hedging, Derivatives, Equity Research, Risk Management, Financial Analysis, Financial Modeling, Energy, Electricity Markets, Due Diligence, Asset Management, Energy Markets, Energy Management, Valuation, Analysis, Quantitative Analytics, Investments, Management, CRM, Capital Markets, Renewable Energy, Energy Conservation, Strategy, Competitive Analysis
Education
Trinity College-Hartford 1992 — 1996
BA, History
Jaime Kelley's Morgan Stanley Experience September 2006 - October 2010
Job Insurance Accounting Specialist
Industry Financial Services
Experience
Mariner Finance November 2014 - Present
Point Breeze Credit Union August 2011 - March 2014
State of Maryland Department of Social Services January 2011 - August 2011
Morgan Stanley September 2006 - October 2010
Baltimore County Savings Bank January 2003 - September 2006
Skills
Banking, Credit, Financial Analysis, Cash Management, Loans, Finance, Strategic Financial..., Risk Management, Consumer Lending, Financial Statement..., Financial Modeling, Financial Services, Accounting, Financial Statements, Loan Servicing, Financial Reporting, Account Reconciliation, Financial Risk, Bank Secrecy Act, Managerial Finance, Credit Analysis, Retail Banking, Credit Risk, Microsoft Office, Payments, General Ledger, Securities, Microsoft Excel, Customer Service
Education
Towson University 2012 — 2015
Bachelor's Degree, Sports Management
University of Baltimore 2003 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Community College of Baltmore County 2001 — 2003
Associate of Arts (A.A.), Business Administration and Management, General
Mariner Finance November 2014 - Present
Point Breeze Credit Union August 2011 - March 2014
State of Maryland Department of Social Services January 2011 - August 2011
Morgan Stanley September 2006 - October 2010
Baltimore County Savings Bank January 2003 - September 2006
Skills
Banking, Credit, Financial Analysis, Cash Management, Loans, Finance, Strategic Financial..., Risk Management, Consumer Lending, Financial Statement..., Financial Modeling, Financial Services, Accounting, Financial Statements, Loan Servicing, Financial Reporting, Account Reconciliation, Financial Risk, Bank Secrecy Act, Managerial Finance, Credit Analysis, Retail Banking, Credit Risk, Microsoft Office, Payments, General Ledger, Securities, Microsoft Excel, Customer Service
Education
Towson University 2012 — 2015
Bachelor's Degree, Sports Management
University of Baltimore 2003 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Community College of Baltmore County 2001 — 2003
Associate of Arts (A.A.), Business Administration and Management, General
Jason Crasnick Jason Crasnick's Morgan Stanley Experience July 2015 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
Piper Jaffray February 2015 - June 2015
Piper Jaffray July 2010 - February 2015
Majestic Research January 2010 - June 2010
Skills
Series 7, Equities, Series 63, Hedge Funds, Equity Research, Investments, Capital Markets, Valuation, Fixed Income, Securities, Mutual Funds, Investment Management, FINRA
Education
Trinity College-Hartford 2003 — 2007
BA, American Studies
The Middlesex School 1999 — 2003
Morgan Stanley July 2015 - Present
Piper Jaffray February 2015 - June 2015
Piper Jaffray July 2010 - February 2015
Majestic Research January 2010 - June 2010
Skills
Series 7, Equities, Series 63, Hedge Funds, Equity Research, Investments, Capital Markets, Valuation, Fixed Income, Securities, Mutual Funds, Investment Management, FINRA
Education
Trinity College-Hartford 2003 — 2007
BA, American Studies
The Middlesex School 1999 — 2003
Mairtin Brady Mairtin Brady's Morgan Stanley Experience November 2007 - November 2010
Job
Industry Investment Management
Experience
TIAA-CREF December 2010 - Present
Morgan Stanley November 2007 - November 2010
Goldman Sachs & Co. August 1994 - October 2007
Price Waterhouse January 1981 - July 1994
Skills
Financial Services, Investments, Wealth Management..., Wealth Management, Asset Management, Trading Systems, Capital Markets, Management, Fixed Income, Alternative Investments, Risk Management, Hedge Funds, Derivatives, Operational Risk, Investment Banking, FX Options, Mergers & Acquisitions, Portfolio Management, Investment Management, Equities, Valuation, Asset Managment, Private Equity, Asset Allocation, Securities, Mutual Funds
Education
Trinity College Dublin 1981 — 1982
Post Grad Dipl. In Computer Modeling & Simulation, Discrete event and Continuous simulation and modeling
University College Dublin 1977 — 1981
B.Comm (First Class), MIS, Econometrics, Operations Research
TIAA-CREF December 2010 - Present
Morgan Stanley November 2007 - November 2010
Goldman Sachs & Co. August 1994 - October 2007
Price Waterhouse January 1981 - July 1994
Skills
Financial Services, Investments, Wealth Management..., Wealth Management, Asset Management, Trading Systems, Capital Markets, Management, Fixed Income, Alternative Investments, Risk Management, Hedge Funds, Derivatives, Operational Risk, Investment Banking, FX Options, Mergers & Acquisitions, Portfolio Management, Investment Management, Equities, Valuation, Asset Managment, Private Equity, Asset Allocation, Securities, Mutual Funds
Education
Trinity College Dublin 1981 — 1982
Post Grad Dipl. In Computer Modeling & Simulation, Discrete event and Continuous simulation and modeling
University College Dublin 1977 — 1981
B.Comm (First Class), MIS, Econometrics, Operations Research
Iveta (Eva) Ivanova Iveta (Eva) Ivanova's Morgan Stanley Experience January 2010 - June 2013
Job at
Industry Financial Services
Experience
Brown Advisory July 2014 - Present
Brown Advisory June 2013 - Present
Morgan Stanley January 2010 - June 2013
Morgan Stanley January 2010 - June 2013
National Association of Youth Courts April 2009 - January 2010
Marlene Kurland Makeup Artistry January 2009 - January 2010
G.1440 January 2009 - May 2009
Community Analytics April 2008 - May 2009
Chick-fil-A August 2001 - April 2008
Skills
Marketing, Management, Business Analysis, Training, Teamwork, Research, Interviews, Microsoft Excel, Microsoft Office, Financial Analysis, Data Analysis, Customer Service, Advertising, CRM, Collateral Management, Market Research, Leadership
Education
Towson University 2005 — 2009
Bachelors of Science, Business and Marketing
Brown Advisory July 2014 - Present
Brown Advisory June 2013 - Present
Morgan Stanley January 2010 - June 2013
Morgan Stanley January 2010 - June 2013
National Association of Youth Courts April 2009 - January 2010
Marlene Kurland Makeup Artistry January 2009 - January 2010
G.1440 January 2009 - May 2009
Community Analytics April 2008 - May 2009
Chick-fil-A August 2001 - April 2008
Skills
Marketing, Management, Business Analysis, Training, Teamwork, Research, Interviews, Microsoft Excel, Microsoft Office, Financial Analysis, Data Analysis, Customer Service, Advertising, CRM, Collateral Management, Market Research, Leadership
Education
Towson University 2005 — 2009
Bachelors of Science, Business and Marketing
Jake Bowe's Morgan Stanley Experience January 2015 - July 2015
Job Sales Representative at Nu Look Home Design, Inc.
Industry Marketing and Advertising
Experience
Nu Look Home Design, Inc. July 2015 - Present
Morgan Stanley January 2015 - July 2015
TESSCO Technologies September 2014 - December 2014
Wegmans Food Markets November 2007 - August 2014
IZI Medical Products, LLC December 2013 - May 2014
Skills
Customer Service, Retail, Microsoft Excel, Microsoft Word, PowerPoint, Time Management, Cashiering, Social Media, Facebook, Data Entry, Outlook, Event Planning, Leadership, Public Speaking, Teamwork, Event Management, Marketing
Education
Towson University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing and Electronic Business
Lenape High School 2007 — 2010
Nu Look Home Design, Inc. July 2015 - Present
Morgan Stanley January 2015 - July 2015
TESSCO Technologies September 2014 - December 2014
Wegmans Food Markets November 2007 - August 2014
IZI Medical Products, LLC December 2013 - May 2014
Skills
Customer Service, Retail, Microsoft Excel, Microsoft Word, PowerPoint, Time Management, Cashiering, Social Media, Facebook, Data Entry, Outlook, Event Planning, Leadership, Public Speaking, Teamwork, Event Management, Marketing
Education
Towson University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing and Electronic Business
Lenape High School 2007 — 2010
Joe Princiotta Joe Princiotta's Morgan Stanley Experience August 2013 - March 2014
Job Associate Financial Analyst at 360i
Industry Financial Services
Experience
360i August 2015 - Present
IgnitionOne March 2015 - May 2015
Ameriprise Financial Services, Inc. August 2014 - November 2014
Morgan Stanley August 2013 - March 2014
Skills
Microsoft Excel, Microsoft Office, Accounting, Microsoft Word, PowerPoint, Financial Accounting, Teamwork, QuickBooks, Financial Reporting, Customer Service, Research, Social Media Marketing
Education
Towson University 2010 — 2014
Double Major in Economics and Political Science
John Glenn High School 2006 — 2010
360i August 2015 - Present
IgnitionOne March 2015 - May 2015
Ameriprise Financial Services, Inc. August 2014 - November 2014
Morgan Stanley August 2013 - March 2014
Skills
Microsoft Excel, Microsoft Office, Accounting, Microsoft Word, PowerPoint, Financial Accounting, Teamwork, QuickBooks, Financial Reporting, Customer Service, Research, Social Media Marketing
Education
Towson University 2010 — 2014
Double Major in Economics and Political Science
John Glenn High School 2006 — 2010
Alden Smith Alden Smith's Morgan Stanley Experience January 2015 - May 2015
Job Summer Analyst at Greenwich Associates
Industry Investment Management
Experience
Greenwich Associates June 2015 - Present
Morgan Stanley January 2015 - May 2015
Uber June 2014 - August 2014
Poli Mortgage Group May 2013 - August 2013
Charles River Country Club May 2010 - August 2012
Skills
Marketing, Research, Public Speaking, Spanish, PowerPoint, Public Policy, Policy Analysis, Social Media, Politics, Editing, Microsoft Office, Calyx Point, Google Docs, Fundraising
Education
Trinity College-Hartford 2012 — 2016
Bachelor's degree, Public Policy and Law
Xaverian Brothers High School 2008 — 2012
Greenwich Associates June 2015 - Present
Morgan Stanley January 2015 - May 2015
Uber June 2014 - August 2014
Poli Mortgage Group May 2013 - August 2013
Charles River Country Club May 2010 - August 2012
Skills
Marketing, Research, Public Speaking, Spanish, PowerPoint, Public Policy, Policy Analysis, Social Media, Politics, Editing, Microsoft Office, Calyx Point, Google Docs, Fundraising
Education
Trinity College-Hartford 2012 — 2016
Bachelor's degree, Public Policy and Law
Xaverian Brothers High School 2008 — 2012
Alexander Steele Bacon's Morgan Stanley Experience May 2015 - Present
Job Wealth Management
Industry Financial Services
Experience
Morgan Stanley May 2015 - Present
HSBC Securities November 2013 - May 2015
Citibank April 2011 - November 2013
Morgan Stanley Private Wealth Management Latin America 2010 - 2011
Fishbowl Sandals, LLC May 2009 - June 2010
AXA Equitable September 2008 - December 2008
Citi Smith Barney May 2008 - August 2008
Legg Mason & Company, LLC May 2006 - August 2006
Skills
Investments, Portfolio Management, Finance, Competitive Analysis, Wealth Management, Sales, Entrepreneurship, Sales Management, Securities, Equities, Leadership, Merchandising, Team Building, Mutual Funds, Sourcing, Spanish, Public Speaking, Selling, Bloomberg, Fixed Income, Banking, Alternative Investments, Networking, Social Networking, CRM, Market Research, 401k Rollovers, Traditional IRA, Roth IRA, Asian Markets, European Markets, Latin American markets, Hedge Funds, Social Media
Education
Trinity College 2004 — 2008
Bachelor of Arts (B.A.), Economics, Hispanic Studies
Trinity College 2004 — 2008
Bachelor of Arts, Economics; Hispanic Studies/ Spanish Language
Trinity College-Hartford 2004 — 2008
BA, Economics
St. Paul's School
Morgan Stanley May 2015 - Present
HSBC Securities November 2013 - May 2015
Citibank April 2011 - November 2013
Morgan Stanley Private Wealth Management Latin America 2010 - 2011
Fishbowl Sandals, LLC May 2009 - June 2010
AXA Equitable September 2008 - December 2008
Citi Smith Barney May 2008 - August 2008
Legg Mason & Company, LLC May 2006 - August 2006
Skills
Investments, Portfolio Management, Finance, Competitive Analysis, Wealth Management, Sales, Entrepreneurship, Sales Management, Securities, Equities, Leadership, Merchandising, Team Building, Mutual Funds, Sourcing, Spanish, Public Speaking, Selling, Bloomberg, Fixed Income, Banking, Alternative Investments, Networking, Social Networking, CRM, Market Research, 401k Rollovers, Traditional IRA, Roth IRA, Asian Markets, European Markets, Latin American markets, Hedge Funds, Social Media
Education
Trinity College 2004 — 2008
Bachelor of Arts (B.A.), Economics, Hispanic Studies
Trinity College 2004 — 2008
Bachelor of Arts, Economics; Hispanic Studies/ Spanish Language
Trinity College-Hartford 2004 — 2008
BA, Economics
St. Paul's School
Taylor Vogt Taylor Vogt's Morgan Stanley Experience May 2014 - August 2014
Job JD Candidate at The John Marshall Law School
Industry Events Services
Experience
ARAMARK March 2010 - Present
Morgan Stanley May 2014 - August 2014
Starbucks October 2012 - December 2013
State Farm December 2010 - March 2011
Skills
Conversational in..., Adobe Photoshop, Customer Service, PowerPoint, Microsoft Word, Microsoft Excel, Inventory Management, Social Media
Education
The John Marshall Law School 2015 — 2018
Doctor of Law (J.D.)
Loyola University Chicago 2011 — 2015
Bachelor of Business Administration, Finance, Marketing
Triton-College 2012 — 2013
East Leyden High School 2007 — 2011
ARAMARK March 2010 - Present
Morgan Stanley May 2014 - August 2014
Starbucks October 2012 - December 2013
State Farm December 2010 - March 2011
Skills
Conversational in..., Adobe Photoshop, Customer Service, PowerPoint, Microsoft Word, Microsoft Excel, Inventory Management, Social Media
Education
The John Marshall Law School 2015 — 2018
Doctor of Law (J.D.)
Loyola University Chicago 2011 — 2015
Bachelor of Business Administration, Finance, Marketing
Triton-College 2012 — 2013
East Leyden High School 2007 — 2011
David Nishnianidze, MBA David Nishnianidze, MBA's Morgan Stanley Experience November 2012 - Present
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2012 - Present
Bank of America May 2007 - July 2009
Skills
Banking, Fixed Income, FX Options, Financial Analysis, Customer Service, Finance, Analysis
Education
Towson University 2007 — 2011
MBA, Finance
ESM-Tbilisi ( European School of Management - Tbilisi) 2002 — 2006
BBA, Business Administration
Morgan Stanley November 2012 - Present
Bank of America May 2007 - July 2009
Skills
Banking, Fixed Income, FX Options, Financial Analysis, Customer Service, Finance, Analysis
Education
Towson University 2007 — 2011
MBA, Finance
ESM-Tbilisi ( European School of Management - Tbilisi) 2002 — 2006
BBA, Business Administration
Michelle Decker Michelle Decker's Morgan Stanley Experience 1997 - 2005
Job Sales Executive at Kaiser Permanente
Industry Insurance
Experience
Kaiser Permanente May 2015 - Present
Connect for Health Colorado June 2013 - February 2015
Hometown Health/Renown December 2011 - May 2013
Senior Insurance Agency June 2011 - November 2011
Anthem Blue Cross Blue Shield June 2005 - March 2011
NAIFA 2005 - 2011
Marsh U.S January 2004 - May 2005
Morgan Stanley 1997 - 2005
ALLSTATE INSURANCE COMPANY 2003 - 2003
Skills
Health Insurance..., Online Marketplace, Insurance, Health Insurance, Employee Benefits, Sales, Training, Account Management, Leadership, Life Insurance, Strategic Planning, Marketing, Selling, New Business Development, Small Business, Health Care Reform, Direct Sales, Sales Management, Customer Service, CRM, Property & Casualty..., Fixed Annuities, Managed Care, Medicare, Underwriting, Marketing Strategy, Workers Compensation, Brokers, Time Management, Public Speaking, Team Building, Budgets, Business Planning, Health Savings Accounts, COBRA, Group Medical, Term Life Insurance, Healthcare, Analysis, Sales Presentations, Group Insurance, Investments, Recruiting, Project Planning, Retirement Planning, Finance, Forecasting, Strategic Financial..., Long-term Care
Education
Truckee Meadows Community College 1992 — 1997
Truckee Meadows Community College
Associate's degree, Business
Kaiser Permanente May 2015 - Present
Connect for Health Colorado June 2013 - February 2015
Hometown Health/Renown December 2011 - May 2013
Senior Insurance Agency June 2011 - November 2011
Anthem Blue Cross Blue Shield June 2005 - March 2011
NAIFA 2005 - 2011
Marsh U.S January 2004 - May 2005
Morgan Stanley 1997 - 2005
ALLSTATE INSURANCE COMPANY 2003 - 2003
Skills
Health Insurance..., Online Marketplace, Insurance, Health Insurance, Employee Benefits, Sales, Training, Account Management, Leadership, Life Insurance, Strategic Planning, Marketing, Selling, New Business Development, Small Business, Health Care Reform, Direct Sales, Sales Management, Customer Service, CRM, Property & Casualty..., Fixed Annuities, Managed Care, Medicare, Underwriting, Marketing Strategy, Workers Compensation, Brokers, Time Management, Public Speaking, Team Building, Budgets, Business Planning, Health Savings Accounts, COBRA, Group Medical, Term Life Insurance, Healthcare, Analysis, Sales Presentations, Group Insurance, Investments, Recruiting, Project Planning, Retirement Planning, Finance, Forecasting, Strategic Financial..., Long-term Care
Education
Truckee Meadows Community College 1992 — 1997
Truckee Meadows Community College
Associate's degree, Business
Loy John Agno's Morgan Stanley Experience January 2006 - April 2014
Job Senior Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC May 2014 - Present
Morgan Stanley January 2006 - April 2014
Citigroup Global Markets January 2006 - January 2009
Viacom / MTV Networks - XM Radio January 2005 - May 2005
Skills
Customer Service, Microsoft Excel, Microsoft Office, Call Centers, Microsoft Word, Customer Satisfaction, PowerPoint, Outlook, Sales, Time Management, Access, Data Entry, Leadership, Process Improvement
Education
Towson University 2000 — 2006
Bachelor's degree, Business Administration/International Business
Wells Fargo Advisors, LLC May 2014 - Present
Morgan Stanley January 2006 - April 2014
Citigroup Global Markets January 2006 - January 2009
Viacom / MTV Networks - XM Radio January 2005 - May 2005
Skills
Customer Service, Microsoft Excel, Microsoft Office, Call Centers, Microsoft Word, Customer Satisfaction, PowerPoint, Outlook, Sales, Time Management, Access, Data Entry, Leadership, Process Improvement
Education
Towson University 2000 — 2006
Bachelor's degree, Business Administration/International Business
Drew Luehe's Morgan Stanley Experience January 2015 - Present
Job Foreign Exchange Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley October 2013 - January 2015
Samuel Shapiro & Company, Inc. October 2012 - October 2013
Skills
Time Management, Multi Tasking, Close Attention to..., Long-term Customer..., Client Development, Customs Brokerage, International Trade, Freight Forwarding, Import Logistics, Marketing Strategy, Customer Service, Event Planning, Management, Marketing, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Social Networking, PowerPoint, Finance, Sales
Education
Towson University 2008 — 2011
Bachelor of Science (BS), International Business
Morgan Stanley January 2015 - Present
Morgan Stanley October 2013 - January 2015
Samuel Shapiro & Company, Inc. October 2012 - October 2013
Skills
Time Management, Multi Tasking, Close Attention to..., Long-term Customer..., Client Development, Customs Brokerage, International Trade, Freight Forwarding, Import Logistics, Marketing Strategy, Customer Service, Event Planning, Management, Marketing, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Social Networking, PowerPoint, Finance, Sales
Education
Towson University 2008 — 2011
Bachelor of Science (BS), International Business
Wes Cuprzynski Wes Cuprzynski's Morgan Stanley Experience August 2010 - February 2012
Job Consultant at Accenture
Industry Management Consulting
Experience
Accenture December 2014 - Present
Accenture March 2012 - December 2014
Morgan Stanley August 2010 - February 2012
Library of Congress June 2009 - August 2009
Skills
Consulting, Public Speaking, Microsoft Office, Strategic Planning, Presentations, Project Management, PowerPoint, Microsoft Excel, Business Writing, Visio, SharePoint, Business Process..., Credit Derivatives, Investments, Capital Markets, Fixed Income, Markit, DTCC, German, Data Analysis, Bloomberg
Education
University of North Carolina at Chapel Hill 2007 — 2010
BA, Economics
Towson University 2005 — 2007
International Business, Finance
Accenture December 2014 - Present
Accenture March 2012 - December 2014
Morgan Stanley August 2010 - February 2012
Library of Congress June 2009 - August 2009
Skills
Consulting, Public Speaking, Microsoft Office, Strategic Planning, Presentations, Project Management, PowerPoint, Microsoft Excel, Business Writing, Visio, SharePoint, Business Process..., Credit Derivatives, Investments, Capital Markets, Fixed Income, Markit, DTCC, German, Data Analysis, Bloomberg
Education
University of North Carolina at Chapel Hill 2007 — 2010
BA, Economics
Towson University 2005 — 2007
International Business, Finance
Jack Castelli's Morgan Stanley Experience June 2014 - August 2014
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - August 2014
Thompson Global LP (TGP LP) July 2013 - August 2013
Oculus Capital Management, Inc. January 2010 - July 2013
Whaler Lacrosse May 2012 - May 2013
American Cancer Society January 2013 - January 2013
Skills
Microsoft Office, Equities, Trading Psychology, Research, Teamwork, Strategic Planning, Investment Strategies, Management, Microsoft Excel, PowerPoint, Portfolio Management, Public Speaking, Investments, Hedge Funds, Market Neutral, Long/Short Equity, Technical Analysis, Asset Management, Problem Solving, Creative Strategy, Market Analysis, Equity Trading, Trading, Operational Risk..., Geopolitics, Capital Markets, Frontier Markets
Education
Trinity College-Hartford 2011 — 2015
Bachelor of Arts (BA), Political Science - International Relations
Huntington High School 2007 — 2011
Morgan Stanley June 2014 - August 2014
Thompson Global LP (TGP LP) July 2013 - August 2013
Oculus Capital Management, Inc. January 2010 - July 2013
Whaler Lacrosse May 2012 - May 2013
American Cancer Society January 2013 - January 2013
Skills
Microsoft Office, Equities, Trading Psychology, Research, Teamwork, Strategic Planning, Investment Strategies, Management, Microsoft Excel, PowerPoint, Portfolio Management, Public Speaking, Investments, Hedge Funds, Market Neutral, Long/Short Equity, Technical Analysis, Asset Management, Problem Solving, Creative Strategy, Market Analysis, Equity Trading, Trading, Operational Risk..., Geopolitics, Capital Markets, Frontier Markets
Education
Trinity College-Hartford 2011 — 2015
Bachelor of Arts (BA), Political Science - International Relations
Huntington High School 2007 — 2011
Kevin Swiniarski Kevin Swiniarski's Morgan Stanley Experience August 2015 - Present
Job Associate at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley August 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Casey, Quirk & Associates September 2011 - July 2013
PwC June 2007 - September 2011
Skills
Hedge Funds, Asset Managment, Transfer Pricing, Financial Modeling, Financial Analysis, Private Equity, Due Diligence, Analysis, Strategy, Competitive Analysis
Education
UNC Kenan-Flagler Business School 2013 — 2015
Masters of Business Adminstration
Trinity College-Hartford 2003 — 2007
BS, Economics
Morgan Stanley August 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Casey, Quirk & Associates September 2011 - July 2013
PwC June 2007 - September 2011
Skills
Hedge Funds, Asset Managment, Transfer Pricing, Financial Modeling, Financial Analysis, Private Equity, Due Diligence, Analysis, Strategy, Competitive Analysis
Education
UNC Kenan-Flagler Business School 2013 — 2015
Masters of Business Adminstration
Trinity College-Hartford 2003 — 2007
BS, Economics
Scott Hefner's Morgan Stanley Experience 1998 - 1999
Job Sales and Strategic planning
Industry Information Technology and Services
Experience
Springboard September 2015 - Present
National Electronic Attachment, Inc. April 2014 - Present
Jopari Solutions Inc. August 2012 - November 2013
ACS, a Xerox Company 2001 - August 2012
Digitech Systems 1999 - 2001
Morgan Stanley 1998 - 1999
Affiliated Computer Services 1996 - February 1998
Aloha Micrographics, Inc. 1994 - 1997
Dataplex (an ACS, Inc company) 1991 - 1994
Skills
Account Management, Strategic Planning, Contract Negotiations, Customer Relations, Process Improvement, BPO, Insurance, Innovative Design, Account Retention, account expansion, Claims Management, EDI, Underwriting, sales leadership, Sales Management, Contract Negotiation, Direct Sales, SaaS, Solution Selling, Business Development, Selling, Salesforce.com, Sales, Training
Education
Troy University 1987 — 1991
BS, Marketing
Vero Beach High School 1984 — 1986
Springboard September 2015 - Present
National Electronic Attachment, Inc. April 2014 - Present
Jopari Solutions Inc. August 2012 - November 2013
ACS, a Xerox Company 2001 - August 2012
Digitech Systems 1999 - 2001
Morgan Stanley 1998 - 1999
Affiliated Computer Services 1996 - February 1998
Aloha Micrographics, Inc. 1994 - 1997
Dataplex (an ACS, Inc company) 1991 - 1994
Skills
Account Management, Strategic Planning, Contract Negotiations, Customer Relations, Process Improvement, BPO, Insurance, Innovative Design, Account Retention, account expansion, Claims Management, EDI, Underwriting, sales leadership, Sales Management, Contract Negotiation, Direct Sales, SaaS, Solution Selling, Business Development, Selling, Salesforce.com, Sales, Training
Education
Troy University 1987 — 1991
BS, Marketing
Vero Beach High School 1984 — 1986
Jacqueline Kresse's Morgan Stanley Experience July 2012 - July 2014
Job Fund Operations Associate at Monarch Alternative Capital
Industry Financial Services
Experience
Monarch Alternative Capital July 2014 - Present
Morgan Stanley July 2012 - July 2014
Morgan Stanley August 2011 - June 2012
Morgan Stanley July 2010 - August 2011
Skills
Bloomberg, Trading, Options, Risk Management, Financial Services, Credit, Credit Derivatives, Mutual Funds, CDS, Market Risk, CRM, Structured Products, Sales, Settlement, Internal Controls, Equities, Fixed Income, Derivatives, Collateral Management
Education
Towson University 2006 — 2010
Monarch Alternative Capital July 2014 - Present
Morgan Stanley July 2012 - July 2014
Morgan Stanley August 2011 - June 2012
Morgan Stanley July 2010 - August 2011
Skills
Bloomberg, Trading, Options, Risk Management, Financial Services, Credit, Credit Derivatives, Mutual Funds, CDS, Market Risk, CRM, Structured Products, Sales, Settlement, Internal Controls, Equities, Fixed Income, Derivatives, Collateral Management
Education
Towson University 2006 — 2010
Kate Schall's Morgan Stanley Experience July 2013 - July 2014
Job Senior Project Manager at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank July 2014 - Present
Morgan Stanley July 2013 - July 2014
Morgan Stanley July 2011 - July 2013
T. Rowe Price July 2007 - July 2011
T. Rowe Price July 2007 - August 2008
TESSCO Technologies February 2007 - May 2007
Skills
Series 6, Series 63, Excel, Investments, Analysis, Financial Modeling, Mutual Funds, Financial Analysis, Financial Services, PowerPoint, Microsoft Office, Financial Reporting, Accounting, Data Analysis, Microsoft Excel, Finance, Training, Management, Risk Management, Equities, Marketing, Valuation
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2012
MBA, Strategic Marketing and Leadership
Towson University 2003 — 2007
Bachelors of Science, Business Administration with a Concentration in Marketing
Deutsche Bank July 2014 - Present
Morgan Stanley July 2013 - July 2014
Morgan Stanley July 2011 - July 2013
T. Rowe Price July 2007 - July 2011
T. Rowe Price July 2007 - August 2008
TESSCO Technologies February 2007 - May 2007
Skills
Series 6, Series 63, Excel, Investments, Analysis, Financial Modeling, Mutual Funds, Financial Analysis, Financial Services, PowerPoint, Microsoft Office, Financial Reporting, Accounting, Data Analysis, Microsoft Excel, Finance, Training, Management, Risk Management, Equities, Marketing, Valuation
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2012
MBA, Strategic Marketing and Leadership
Towson University 2003 — 2007
Bachelors of Science, Business Administration with a Concentration in Marketing
William Keith Bishoff's Morgan Stanley Experience May 2012 - Present
Job Analyst Morgan Stanley
Industry Restaurants
Experience
Morgan Stanley May 2012 - Present
Ruby Tuesday September 2010 - May 2012
Food Lion May 2006 - May 2010
Food Lion June 2004 - May 2006
Skills
Customer Service, Finance, Bloomberg, Bloomberg Terminal, Microsoft Office, Microsoft Excel, Microsoft Word, Fixed Income, Time Management
Education
Towson University
Business Management
Loch Raven High School
High School Diploma
Morgan Stanley May 2012 - Present
Ruby Tuesday September 2010 - May 2012
Food Lion May 2006 - May 2010
Food Lion June 2004 - May 2006
Skills
Customer Service, Finance, Bloomberg, Bloomberg Terminal, Microsoft Office, Microsoft Excel, Microsoft Word, Fixed Income, Time Management
Education
Towson University
Business Management
Loch Raven High School
High School Diploma
Megan Trzcinski Megan Trzcinski's Morgan Stanley Experience 2015 - Present
Job Operations Analyst
Industry Financial Services
Experience
Morgan Stanley 2015 - Present
Johns Hopkins Hospital May 2014 - 2014
Alpha Xi Delta- Theta Delta December 2012 - December 2013
Johns Hopkins Hospital June 2013 - August 2013
Skills
Financial Analysis, Accounting, Financial Reporting, Financial Accounting, Microsoft Excel, Financial Modeling, Budgets, PowerPoint, Access, Microsoft Word, General Ledger, Microsoft Office, Leadership
Education
Towson University 2011 — 2015
Bachelor’s Degree, Business Administration, Cum Laude
Morgan Stanley 2015 - Present
Johns Hopkins Hospital May 2014 - 2014
Alpha Xi Delta- Theta Delta December 2012 - December 2013
Johns Hopkins Hospital June 2013 - August 2013
Skills
Financial Analysis, Accounting, Financial Reporting, Financial Accounting, Microsoft Excel, Financial Modeling, Budgets, PowerPoint, Access, Microsoft Word, General Ledger, Microsoft Office, Leadership
Education
Towson University 2011 — 2015
Bachelor’s Degree, Business Administration, Cum Laude
Hadley Martin's Morgan Stanley Experience January 2013 - March 2014
Job Investment Banking Campus Recruiter at Credit Suisse
Industry
Experience
Credit Suisse March 2014 - Present
Morgan Stanley January 2013 - March 2014
Morgan Stanley July 2011 - December 2012
Education
Trinity College-Hartford 2007 — 2011
Art History
Credit Suisse March 2014 - Present
Morgan Stanley January 2013 - March 2014
Morgan Stanley July 2011 - December 2012
Education
Trinity College-Hartford 2007 — 2011
Art History
Jacob Walker, CFA Jacob Walker, CFA's Morgan Stanley Experience 2010 - 2011
Job Chief Operating Officer Global Distribution at BNY Mellon Investment Management
Industry Investment Management
Experience
BNY Mellon September 2015 - Present
BNY Mellon 2014 - September 2015
BNY Mellon 2013 - 2014
Casey, Quirk & Associates 2011 - 2013
Morgan Stanley 2010 - 2011
City National Rochdale 2009 - 2010
City National Rochdale 2005 - 2008
Spurs Sports & Entertainment 2003 - 2004
Skills
Management Consulting, Strategy Development, Asset Management, Distribution, Marketing Strategy, Business Strategy, Capital Markets, Financial Modeling, Product Development, Product Management, Economic Research, Alternative Investments, Mutual Funds, Hedge Funds, Investment Management, Fixed Income, Strategy, Leadership, Finance, Marketing
Education
Trinity University
Bachelor of Science, Business Administration (Finance)
BNY Mellon September 2015 - Present
BNY Mellon 2014 - September 2015
BNY Mellon 2013 - 2014
Casey, Quirk & Associates 2011 - 2013
Morgan Stanley 2010 - 2011
City National Rochdale 2009 - 2010
City National Rochdale 2005 - 2008
Spurs Sports & Entertainment 2003 - 2004
Skills
Management Consulting, Strategy Development, Asset Management, Distribution, Marketing Strategy, Business Strategy, Capital Markets, Financial Modeling, Product Development, Product Management, Economic Research, Alternative Investments, Mutual Funds, Hedge Funds, Investment Management, Fixed Income, Strategy, Leadership, Finance, Marketing
Education
Trinity University
Bachelor of Science, Business Administration (Finance)
Marco Romanell Marco Romanell's Morgan Stanley Experience December 2012 - September 2013
Job Bartender at Smaltimore
Industry Sports
Experience
Smaltimore March 2015 - Present
Southbmore.com September 2012 - Present
Papi's Tacos March 2014 - March 2015
Morgan Stanley December 2012 - September 2013
T. Rowe Price February 2011 - December 2012
Incept Multimedia March 2009 - September 2012
CBS Radio January 2010 - May 2011
T. Rowe Price Associates June 2010 - February 2011
Harford County Public Schools September 2009 - May 2010
Everest Financial January 2008 - March 2009
Skills
Social Networking, Event Planning, Social Media, Marketing, Public Relations, Customer Service, Management, Fundraising
Education
Towson University 2002 — 2006
BS, Sports Management/Business Administration
Smaltimore March 2015 - Present
Southbmore.com September 2012 - Present
Papi's Tacos March 2014 - March 2015
Morgan Stanley December 2012 - September 2013
T. Rowe Price February 2011 - December 2012
Incept Multimedia March 2009 - September 2012
CBS Radio January 2010 - May 2011
T. Rowe Price Associates June 2010 - February 2011
Harford County Public Schools September 2009 - May 2010
Everest Financial January 2008 - March 2009
Skills
Social Networking, Event Planning, Social Media, Marketing, Public Relations, Customer Service, Management, Fundraising
Education
Towson University 2002 — 2006
BS, Sports Management/Business Administration
John Marzilli's Morgan Stanley Experience June 2006 - June 2010
Job Sales Executive at ADP
Industry Consumer Services
Experience
ADP June 2013 - Present
ADP June 2010 - June 2013
Morgan Stanley June 2006 - June 2010
Skills
ADP Payroll, Human Resources, Cash Flow, Cold Calling, Sales Prospecting, Qualifying Prospects, Sales, New Business Development, Networking, Leadership, Leadership Development, Salesforce.com, Management, Sales Operations, HRIS, Payroll, CRM
Education
Towson University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance
ADP June 2013 - Present
ADP June 2010 - June 2013
Morgan Stanley June 2006 - June 2010
Skills
ADP Payroll, Human Resources, Cash Flow, Cold Calling, Sales Prospecting, Qualifying Prospects, Sales, New Business Development, Networking, Leadership, Leadership Development, Salesforce.com, Management, Sales Operations, HRIS, Payroll, CRM
Education
Towson University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance
Claire Conneely Claire Conneely's Morgan Stanley Experience March 2004 - June 2007
Job Recruiter at Marsh & McLennan Companies, Inc.
Industry Management Consulting
Experience
Marsh & McLennan Companies, Inc. February 2014 - Present
V2 Strategic Advisors December 2009 - February 2014
Maximum Management Corporation June 2007 - June 2008
Morgan Stanley March 2004 - June 2007
Gateway, Inc. August 2003 - February 2004
Sun Microsystems March 2003 - August 2003
Donovan Technical Staffing May 2001 - January 2003
Sun Microsystems November 1999 - May 2001
Robert Half International/Office Team February 1999 - November 1999
Skills
Recruitment, Candidate Screening, Candidate Sourcing, Client Management, Offer Negotiation, Vendor Management, Screening Resumes, Recruiting, CRM, Salesforce Recruiter, Sourcing, Human Resources, Applicant Tracking..., Strategy, Negotiation, Account Management, Interviews, Talent Management, Employee Relations, Training, Onboarding
Education
University of New Hampshire 1994 — 1998
BS, Psychology
Trinity College, Dublin 1996 — 1997
Jr. Year Abroad
Marsh & McLennan Companies, Inc. February 2014 - Present
V2 Strategic Advisors December 2009 - February 2014
Maximum Management Corporation June 2007 - June 2008
Morgan Stanley March 2004 - June 2007
Gateway, Inc. August 2003 - February 2004
Sun Microsystems March 2003 - August 2003
Donovan Technical Staffing May 2001 - January 2003
Sun Microsystems November 1999 - May 2001
Robert Half International/Office Team February 1999 - November 1999
Skills
Recruitment, Candidate Screening, Candidate Sourcing, Client Management, Offer Negotiation, Vendor Management, Screening Resumes, Recruiting, CRM, Salesforce Recruiter, Sourcing, Human Resources, Applicant Tracking..., Strategy, Negotiation, Account Management, Interviews, Talent Management, Employee Relations, Training, Onboarding
Education
University of New Hampshire 1994 — 1998
BS, Psychology
Trinity College, Dublin 1996 — 1997
Jr. Year Abroad
Ryan Southam Ryan Southam's Morgan Stanley Experience May 2012 - Present
Job FixedIncome Operations Service Representative at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley May 2012 - Present
T. Rowe Price January 2011 - May 2011
Lighthouse Financial Advisors May 2008 - August 2008
Skills
Microsoft Office, Financial Analysis, Organizing, Excel, Microsoft Excel, Budget, Microsoft Word, Accounting, PowerPoint
Education
Towson University 2007 — 2011
Bachelor of Science, Business Administration Concentration Finance
Towson University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Morgan Stanley May 2012 - Present
T. Rowe Price January 2011 - May 2011
Lighthouse Financial Advisors May 2008 - August 2008
Skills
Microsoft Office, Financial Analysis, Organizing, Excel, Microsoft Excel, Budget, Microsoft Word, Accounting, PowerPoint
Education
Towson University 2007 — 2011
Bachelor of Science, Business Administration Concentration Finance
Towson University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Jordan Fields Jordan Fields's Morgan Stanley Experience June 2011 - August 2012
Job Delivery Experience Specialist at Tesla Motors
Industry Renewables & Environment
Experience
Tesla Motors May 2015 - Present
Tesla Motors January 2014 - Present
Clearwater Communications, Incorporated August 2013 - November 2013
Hellma USA, Inc. June 2005 - May 2013
Baseball Factory September 2012 - December 2012
Morgan Stanley June 2011 - August 2012
Skills
Sales, Sales Management, Microsoft Office, Microsoft Excel, Microsoft Word, Apple OS, Qualitative Research, Quantitative Research, Marketing Research, Human Resources, Leadership, Team Leadership, Fundraising, Financial Statements, Financial Analysis, Ebay Sales, Sports, Sports Writing, Facebook, YouTube, Twitter, Social Media Strategist, Social Media Marketing, Internet Entrepreneur, Social Media, Customer Service, PowerPoint, Social Networking, Marketing, Time Management, Teamwork, Public Speaking, Management, Training
Education
Towson University 2008 — 2013
Bachelor's Degree, Business Administration, Management and Operations & Human Resources Management and Services
Tesla Motors May 2015 - Present
Tesla Motors January 2014 - Present
Clearwater Communications, Incorporated August 2013 - November 2013
Hellma USA, Inc. June 2005 - May 2013
Baseball Factory September 2012 - December 2012
Morgan Stanley June 2011 - August 2012
Skills
Sales, Sales Management, Microsoft Office, Microsoft Excel, Microsoft Word, Apple OS, Qualitative Research, Quantitative Research, Marketing Research, Human Resources, Leadership, Team Leadership, Fundraising, Financial Statements, Financial Analysis, Ebay Sales, Sports, Sports Writing, Facebook, YouTube, Twitter, Social Media Strategist, Social Media Marketing, Internet Entrepreneur, Social Media, Customer Service, PowerPoint, Social Networking, Marketing, Time Management, Teamwork, Public Speaking, Management, Training
Education
Towson University 2008 — 2013
Bachelor's Degree, Business Administration, Management and Operations & Human Resources Management and Services
Patrick Ebner Patrick Ebner's Morgan Stanley Experience January 2011 - June 2013
Job Property Management
Industry Real Estate
Experience
Village Green June 2015 - Present
Village Green March 2014 - June 2015
Village Green December 2013 - March 2014
Village Green June 2013 - December 2013
Morgan Stanley January 2011 - June 2013
Morgan Stanley September 2007 - December 2010
Merrill Lynch May 2007 - September 2007
Skills
Credit, Derivatives, Banking, Bloomberg Terminal, Credit Analysis, Series 7, Management, Sales, Customer Service, Financial Services, Finance
Education
Towson University 2003 — 2007
B.S. in Business Administration, Finance Concentration, Economics minor
Village Green June 2015 - Present
Village Green March 2014 - June 2015
Village Green December 2013 - March 2014
Village Green June 2013 - December 2013
Morgan Stanley January 2011 - June 2013
Morgan Stanley September 2007 - December 2010
Merrill Lynch May 2007 - September 2007
Skills
Credit, Derivatives, Banking, Bloomberg Terminal, Credit Analysis, Series 7, Management, Sales, Customer Service, Financial Services, Finance
Education
Towson University 2003 — 2007
B.S. in Business Administration, Finance Concentration, Economics minor
Maria Cristina Lara, MBA, GISP's Morgan Stanley Experience June 2013 - Present
Job Manager at Morgan Stanley
Industry Oil & Energy
Experience
Morgan Stanley June 2013 - Present
Barclays Capital April 2011 - June 2013
PennWell December 2008 - April 2011
City of Webster July 2008 - August 2008
City of Fernandina Beach May 2008 - July 2008
Haven for Hope January 2008 - May 2008
City of San Antonio January 2008 - May 2008
City of La Porte May 2007 - August 2007
Skills
GIS, ArcInfo, Product Marketing, Adobe Creative Suite, Marketing Research, Cartography, Energy
Education
Greater Houston Hispanic Chamber of Commerce Foundation 2013 — 2013
Emerging Leaders Institute
Tulane University - A.B. Freeman School of Business 2010 — 2012
MBA, Management and Finance
Trinity University 2005 — 2008
Bachelor of Arts, Urban Studies - Public Policy & Speech Communication
Morgan Stanley June 2013 - Present
Barclays Capital April 2011 - June 2013
PennWell December 2008 - April 2011
City of Webster July 2008 - August 2008
City of Fernandina Beach May 2008 - July 2008
Haven for Hope January 2008 - May 2008
City of San Antonio January 2008 - May 2008
City of La Porte May 2007 - August 2007
Skills
GIS, ArcInfo, Product Marketing, Adobe Creative Suite, Marketing Research, Cartography, Energy
Education
Greater Houston Hispanic Chamber of Commerce Foundation 2013 — 2013
Emerging Leaders Institute
Tulane University - A.B. Freeman School of Business 2010 — 2012
MBA, Management and Finance
Trinity University 2005 — 2008
Bachelor of Arts, Urban Studies - Public Policy & Speech Communication
Jessica Yorks Jessica Yorks's Morgan Stanley Experience April 2015 - Present
Job Senior Client Associate at J.P. Morgan
Industry Financial Services
Experience
Morgan Stanley April 2015 - Present
J.P. Morgan September 2014 - April 2015
Loomis, Sayles & Company July 2012 - August 2014
Northwestern Mutual Financial Network January 2010 - June 2012
Katz & Seligman September 2009 - December 2009
UBS Wealth Management June 2009 - August 2009
Smith Barney June 2008 - August 2008
Education
Trinity College-Hartford 2006 — 2010
Bachelor of Arts, Economics and American Studies; minor in Legal Studies
Morgan Stanley April 2015 - Present
J.P. Morgan September 2014 - April 2015
Loomis, Sayles & Company July 2012 - August 2014
Northwestern Mutual Financial Network January 2010 - June 2012
Katz & Seligman September 2009 - December 2009
UBS Wealth Management June 2009 - August 2009
Smith Barney June 2008 - August 2008
Education
Trinity College-Hartford 2006 — 2010
Bachelor of Arts, Economics and American Studies; minor in Legal Studies
Alexander Phillips's Morgan Stanley Experience July 2007 - August 2008
Job Director of Search Engine Marketing at Just Media, Inc.
Industry Marketing and Advertising
Experience
Just Media, Inc. April 2015 - Present
Just Media, Inc. September 2013 - April 2015
iProspect May 2011 - September 2013
Sonian November 2009 - September 2010
America's Growth Capital September 2009 - November 2009
Morgan Stanley July 2007 - August 2008
Vector Marketing July 2006 - August 2008
Heartbeat Media, Inc. June 2004 - August 2004
Skills
Link Building, Web Marketing, Social Networking, Direct Marketing, Online Advertising, SEO, Social Media Marketing, SEM, Digital Strategy, Search Advertising, Google Adwords, Marketing Communications, Display Advertising, Online Marketing, Content Strategy, Web Analytics, Teamwork, Blogging, MSN AdCenter, Lead Generation, Inbound Marketing, Project Management, Google Analytics, Competitive Analysis, Analytics, Marketing, Brand Awareness, Digital Media, PPC, Advertising, Account Management, Webmaster Services, Digital Marketing, Integrated Marketing, Facebook, Data Analysis, SMO, Marketing Strategy, Mobile Marketing, Strategy, Social Media, Email Marketing, Interactive Marketing
Education
Noble & Greenough
High School
Trinity College-Hartford
BS
Just Media, Inc. April 2015 - Present
Just Media, Inc. September 2013 - April 2015
iProspect May 2011 - September 2013
Sonian November 2009 - September 2010
America's Growth Capital September 2009 - November 2009
Morgan Stanley July 2007 - August 2008
Vector Marketing July 2006 - August 2008
Heartbeat Media, Inc. June 2004 - August 2004
Skills
Link Building, Web Marketing, Social Networking, Direct Marketing, Online Advertising, SEO, Social Media Marketing, SEM, Digital Strategy, Search Advertising, Google Adwords, Marketing Communications, Display Advertising, Online Marketing, Content Strategy, Web Analytics, Teamwork, Blogging, MSN AdCenter, Lead Generation, Inbound Marketing, Project Management, Google Analytics, Competitive Analysis, Analytics, Marketing, Brand Awareness, Digital Media, PPC, Advertising, Account Management, Webmaster Services, Digital Marketing, Integrated Marketing, Facebook, Data Analysis, SMO, Marketing Strategy, Mobile Marketing, Strategy, Social Media, Email Marketing, Interactive Marketing
Education
Noble & Greenough
High School
Trinity College-Hartford
BS
Scott McKnight's Morgan Stanley Experience March 2013 — Present
Job at
Industry Financial Services
Experience
Morgan Stanley March 2013 — Present
CH2M HILL July 2012 — Present
Johns Hopkins University June 2010 — August 2012
Fortigent August 2007 — February 2009
ups 2006 — 2007
Skills
Finance, Competitive Analysis, Financial Analysis, Bloomberg, Equities, Financial Modeling, Portfolio Management, Analysis, Investments, Economics, Valuation, Asset Allocation, Mergers, Strategic Planning, Budgets, Management, Human Resources, Accounting, Forecasting, Derivatives, Leadership, Hedge Funds, Risk Management, Project Management, Account Reconciliation, Securities, Corporate Finance, Asset Management, Investment Management, Strategic Financial..., Due Diligence, Alternative Investments, Business Analysis, Fixed Income, Access, Managerial Finance, Trading, Financial Services, Strategy, Microsoft Excel, Financial Reporting, Wealth Management, Financial Advisory, Business Process...
Education
Towson University 1998 — 2001
B.S., Economics
University of North Carolina at Wilmington 1995 — 1997
Economics
Gov. Thomas Johnson High School 1991 — 1995
N/A
Morgan Stanley March 2013 — Present
CH2M HILL July 2012 — Present
Johns Hopkins University June 2010 — August 2012
Fortigent August 2007 — February 2009
ups 2006 — 2007
Skills
Finance, Competitive Analysis, Financial Analysis, Bloomberg, Equities, Financial Modeling, Portfolio Management, Analysis, Investments, Economics, Valuation, Asset Allocation, Mergers, Strategic Planning, Budgets, Management, Human Resources, Accounting, Forecasting, Derivatives, Leadership, Hedge Funds, Risk Management, Project Management, Account Reconciliation, Securities, Corporate Finance, Asset Management, Investment Management, Strategic Financial..., Due Diligence, Alternative Investments, Business Analysis, Fixed Income, Access, Managerial Finance, Trading, Financial Services, Strategy, Microsoft Excel, Financial Reporting, Wealth Management, Financial Advisory, Business Process...
Education
Towson University 1998 — 2001
B.S., Economics
University of North Carolina at Wilmington 1995 — 1997
Economics
Gov. Thomas Johnson High School 1991 — 1995
N/A
James Creed II's Morgan Stanley Experience September 2004 - October 2005
Job First Vice President
Industry Real Estate
Experience
CBRE October 2013 - Present
Fameco Real Estate October 2005 - October 2013
Creed's Seafood and Steaks January 1981 - January 2009
Morgan Stanley September 2004 - October 2005
Skills
Real Estate, Negotiation, Real Estate Transactions, Investment Properties, Leases, Real Estate Development, Location Intelligence, Brokerage, Landlords, Tenant, Commercial Real Estate, Corporate Real Estate, Sales, Retail, Sellers, Shopping Centers, Tenant Representation, Lease Negotiations, Real Estate Economics
Education
Trinity College-Hartford 2000 — 2004
BA - Political Science
Episcopal Academy
CBRE October 2013 - Present
Fameco Real Estate October 2005 - October 2013
Creed's Seafood and Steaks January 1981 - January 2009
Morgan Stanley September 2004 - October 2005
Skills
Real Estate, Negotiation, Real Estate Transactions, Investment Properties, Leases, Real Estate Development, Location Intelligence, Brokerage, Landlords, Tenant, Commercial Real Estate, Corporate Real Estate, Sales, Retail, Sellers, Shopping Centers, Tenant Representation, Lease Negotiations, Real Estate Economics
Education
Trinity College-Hartford 2000 — 2004
BA - Political Science
Episcopal Academy
Lisa Rodgers's Morgan Stanley Experience October 2006 - January 2008
Job Sr. HR Business Partner
Industry Human Resources
Experience
ICAP North America September 2008 - Present
FXFOWLE Architects February 2008 - September 2008
Morgan Stanley October 2006 - January 2008
Aerotek January 2005 - October 2006
Education
Towson University 1999 — 2004
BS, Psychology
ICAP North America September 2008 - Present
FXFOWLE Architects February 2008 - September 2008
Morgan Stanley October 2006 - January 2008
Aerotek January 2005 - October 2006
Education
Towson University 1999 — 2004
BS, Psychology
Jonathan Schultz's Morgan Stanley Experience 2006 - 2006
Job Product Manager at DriveCentric
Industry Computer Software
Experience
DriveCentric March 2015 - Present
World Wide Technology March 2014 - March 2015
FeatherShark October 2013 - March 2014
Infinity Restaurant Technologies January 2013 - March 2014
Core Integration January 2011 - December 2012
Apple February 2010 - December 2012
Talk + Play December 2009 - June 2010
Morgan Stanley 2006 - 2006
Skills
Sales, Social Media, iPhone, OS X, Social Media Marketing, Social Networking, Entrepreneurship, Market Research, Business Development, Facebook, Direct Marketing, Salesforce.com, Public Relations, Retail, Customer Satisfaction, Leadership, Marketing, Consulting, Mac, Time Management, Marketing Strategy, Online Marketing, Email Marketing, Account Management, Lead Generation, iOS, Small Business, Public Speaking, Project Management, Apple, Editing, SEO, Apple Hardware, Apple Support, Mac OS X, Photoshop, Oracle, Oracle Applications, Oracle Database, Oracle Reports, Production Management, Production Planning, Lean Manufacturing, Kanban, Lean Thinking, Onboarding, Management, Customer Service, Strategic Planning, Team Building
Education
Truman State University 2005 — 2009
Communication and Media Studies
Whitfield School 2002 — 2005
DriveCentric March 2015 - Present
World Wide Technology March 2014 - March 2015
FeatherShark October 2013 - March 2014
Infinity Restaurant Technologies January 2013 - March 2014
Core Integration January 2011 - December 2012
Apple February 2010 - December 2012
Talk + Play December 2009 - June 2010
Morgan Stanley 2006 - 2006
Skills
Sales, Social Media, iPhone, OS X, Social Media Marketing, Social Networking, Entrepreneurship, Market Research, Business Development, Facebook, Direct Marketing, Salesforce.com, Public Relations, Retail, Customer Satisfaction, Leadership, Marketing, Consulting, Mac, Time Management, Marketing Strategy, Online Marketing, Email Marketing, Account Management, Lead Generation, iOS, Small Business, Public Speaking, Project Management, Apple, Editing, SEO, Apple Hardware, Apple Support, Mac OS X, Photoshop, Oracle, Oracle Applications, Oracle Database, Oracle Reports, Production Management, Production Planning, Lean Manufacturing, Kanban, Lean Thinking, Onboarding, Management, Customer Service, Strategic Planning, Team Building
Education
Truman State University 2005 — 2009
Communication and Media Studies
Whitfield School 2002 — 2005
Erin Abell's Morgan Stanley Experience February 2004 - September 2007
Job Director of Data Services at i360, llc
Industry Political Organization
Experience
i360, llc March 2013 - Present
i360, llc April 2012 - March 2013
i360, llc January 2010 - April 2012
STEWARD of Prosperity March 2009 - September 2009
John McCain 2008 May 2008 - November 2008
John McCain 2008 October 2007 - May 2008
KBC Financial Products 2007 - 2008
Morgan Stanley February 2004 - September 2007
Skills
Political Campaigns, Politics, Grassroots Organizing, Public Policy, Political Consulting, Political Communication, Media Relations, Political Science, Campaigns, Strategic Communications
Education
Towson University 1998 — 2002
BS, Political Science/Economics
RNC Campaign College
i360, llc March 2013 - Present
i360, llc April 2012 - March 2013
i360, llc January 2010 - April 2012
STEWARD of Prosperity March 2009 - September 2009
John McCain 2008 May 2008 - November 2008
John McCain 2008 October 2007 - May 2008
KBC Financial Products 2007 - 2008
Morgan Stanley February 2004 - September 2007
Skills
Political Campaigns, Politics, Grassroots Organizing, Public Policy, Political Consulting, Political Communication, Media Relations, Political Science, Campaigns, Strategic Communications
Education
Towson University 1998 — 2002
BS, Political Science/Economics
RNC Campaign College
Louisa Wright (Sellers)'s Morgan Stanley Experience 1987 - 1992
Job Owner, Weightman Wealth Advisory, LLC
Industry Financial Services
Experience
Weightman Wealth Advisory, LLC November 2007 - Present
Verdis Wealth Management June 2006 - July 2007
Lydian Wealth Management March 2004 - May 2006
Ashbridge Investment Management March 1999 - March 2004
Wilmington Trust Company February 1992 - February 1999
Morgan Stanley 1987 - 1992
Skills
Investments, Estate Planning, Asset Allocation, Wealth, Portfolio Management, Wealth Management, Retirement, High Net Worth..., Financial Advisory, Finance, Fundraising, Wealth Management...
Education
Trinity College-Hartford 1981 — 1985
BA, Economics
IES Abroad 1983 — 1983
European Union
The Hotchkiss School 1978 — 1981
Springside School 1968 — 1978
Weightman Wealth Advisory, LLC November 2007 - Present
Verdis Wealth Management June 2006 - July 2007
Lydian Wealth Management March 2004 - May 2006
Ashbridge Investment Management March 1999 - March 2004
Wilmington Trust Company February 1992 - February 1999
Morgan Stanley 1987 - 1992
Skills
Investments, Estate Planning, Asset Allocation, Wealth, Portfolio Management, Wealth Management, Retirement, High Net Worth..., Financial Advisory, Finance, Fundraising, Wealth Management...
Education
Trinity College-Hartford 1981 — 1985
BA, Economics
IES Abroad 1983 — 1983
European Union
The Hotchkiss School 1978 — 1981
Springside School 1968 — 1978
Dan Prochniak's Morgan Stanley Experience September 2001 - January 2004
Job Vice President at Archway Insurance Services, LLC
Industry Insurance
Experience
Archway Insurance Services, LLC September 2005 - Present
SunGard Availability Services January 2004 - September 2005
Morgan Stanley September 2001 - January 2004
Southland Micro Systems October 1994 - September 2001
Skills
Management, Business Development, Strategic Planning, New Business Development, Account Management, Leadership, Sales, Sales Management, Insurance, Strategy
Education
Trinity College-Hartford 1985 — 1989
Western Reserve Academy
Archway Insurance Services, LLC September 2005 - Present
SunGard Availability Services January 2004 - September 2005
Morgan Stanley September 2001 - January 2004
Southland Micro Systems October 1994 - September 2001
Skills
Management, Business Development, Strategic Planning, New Business Development, Account Management, Leadership, Sales, Sales Management, Insurance, Strategy
Education
Trinity College-Hartford 1985 — 1989
Western Reserve Academy
Joe Baldi's Morgan Stanley Experience September 2009 - August 2010
Job Vice President, Global Foreign Exchange Prime Brokerage
Industry Capital Markets
Experience
Bank of America August 2010 - Present
Morgan Stanley September 2009 - August 2010
Morgan Stanley September 2007 - September 2009
Skills
FX Options, Structured Products, Prime Brokerage, Foreign Exchange, Fixed Income, Derivatives, Equities, Capital Markets, Bloomberg, Hedge Funds, Investment Banking, Trading, Trading Systems
Education
Towson University
BS, Business Adminstration Major, Finance Concentration
Bank of America August 2010 - Present
Morgan Stanley September 2009 - August 2010
Morgan Stanley September 2007 - September 2009
Skills
FX Options, Structured Products, Prime Brokerage, Foreign Exchange, Fixed Income, Derivatives, Equities, Capital Markets, Bloomberg, Hedge Funds, Investment Banking, Trading, Trading Systems
Education
Towson University
BS, Business Adminstration Major, Finance Concentration
Marina Bolsterli Smith's Morgan Stanley Experience September 1999 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 1999 - Present
Cairns & Associates September 1998 - August 1999
Skills
Strategic Planning, Management, Marketing Strategy, Leadership, Program Management, Business Strategy, Strategy, Diversity & Inclusion, Women's Issues, Community Outreach, Communication
Education
Trinity College-Hartford 1995 — 1998
Bachelor of Arts (BA)
Ecolint
Morgan Stanley September 1999 - Present
Cairns & Associates September 1998 - August 1999
Skills
Strategic Planning, Management, Marketing Strategy, Leadership, Program Management, Business Strategy, Strategy, Diversity & Inclusion, Women's Issues, Community Outreach, Communication
Education
Trinity College-Hartford 1995 — 1998
Bachelor of Arts (BA)
Ecolint
Stephen Shin's Morgan Stanley Experience July 2010 - June 2014
Job Investment Analyst at Alyeska Investment Group
Industry Investment Management
Experience
Alyeska Investment Group June 2014 - Present
Morgan Stanley July 2010 - June 2014
Barclays Capital June 2009 - August 2009
VINSON & ELKINS, LLP October 2004 - April 2008
Skills
Financial Analysis, Economics, Research, Strategy, Due Diligence, Accounting, Equity Research, Finance, Analytics, Valuation, Financial Modeling, Investments, Equities, Corporate Finance, Bloomberg
Education
THE UNIVERSITY OF CHICAGO BOOTH SCHOOL OF 2008 — 2010
Master, Business Administration;
Trinity University
Bachelor of Arts, Economics and English
Alyeska Investment Group June 2014 - Present
Morgan Stanley July 2010 - June 2014
Barclays Capital June 2009 - August 2009
VINSON & ELKINS, LLP October 2004 - April 2008
Skills
Financial Analysis, Economics, Research, Strategy, Due Diligence, Accounting, Equity Research, Finance, Analytics, Valuation, Financial Modeling, Investments, Equities, Corporate Finance, Bloomberg
Education
THE UNIVERSITY OF CHICAGO BOOTH SCHOOL OF 2008 — 2010
Master, Business Administration;
Trinity University
Bachelor of Arts, Economics and English
Amanda D'Oliveira's Morgan Stanley Experience April 2014 - July 2015
Job International and Domestic Wealth Management
Industry Financial Services
Experience
Morgan Stanley April 2014 - July 2015
Private March 2013 - March 2014
Morgan Stanley December 2009 - June 2012
Merrill Lynch March 2006 - October 2008
Skills
Series 7, 66, 10, Alabama Life and Health...
Education
Troy University in Montgomery
Banking and Finance, Banking and Finance
Morgan Stanley April 2014 - July 2015
Private March 2013 - March 2014
Morgan Stanley December 2009 - June 2012
Merrill Lynch March 2006 - October 2008
Skills
Series 7, 66, 10, Alabama Life and Health...
Education
Troy University in Montgomery
Banking and Finance, Banking and Finance
Stephen Feid's Morgan Stanley Experience September 2013 - June 2015
Job Portfolio Manager BGCS, LLC
Industry Financial Services
Experience
Morgan Stanley September 2013 - June 2015
Bedford Global Strategies, LLC 2003 - 2013
Forstmann Partners, LP 1999 - 2001
ING Barings 1997 - 2000
Skills
Hedge Funds, Trading, Equities, Alternative Investments, Portfolio Management, Investments, Asset Managment, Series 7, Series 63, Series 66
Education
Trinity College-Hartford 1974 — 1978
B.A.
The Lawrenceville School 1971 — 1974
Morgan Stanley September 2013 - June 2015
Bedford Global Strategies, LLC 2003 - 2013
Forstmann Partners, LP 1999 - 2001
ING Barings 1997 - 2000
Skills
Hedge Funds, Trading, Equities, Alternative Investments, Portfolio Management, Investments, Asset Managment, Series 7, Series 63, Series 66
Education
Trinity College-Hartford 1974 — 1978
B.A.
The Lawrenceville School 1971 — 1974
Steve Hirsch's Morgan Stanley Experience April 1987 - December 1997
Job Managing Director Specialty Finance Capital LLC
Industry Investment Banking
Experience
Specialty Finance Capital LLC September 2008 - Present
Babcock & Brown September 2000 - August 2008
UniCapital Corporation January 1998 - January 2000
Morgan Stanley April 1987 - December 1997
GATX Leasing Corporation 1977 - 1980
GATX Leasing Corporation 1977 - 1980
Skills
Debt, Structured Finance, Investments, Capital Markets, Financial Structuring
Education
New York University - Leonard N. Stern School of Business 1975 — 1977
MBA, marketing, finance
Trinity College-Hartford 1971 — 1975
B.A., Economics
Specialty Finance Capital LLC September 2008 - Present
Babcock & Brown September 2000 - August 2008
UniCapital Corporation January 1998 - January 2000
Morgan Stanley April 1987 - December 1997
GATX Leasing Corporation 1977 - 1980
GATX Leasing Corporation 1977 - 1980
Skills
Debt, Structured Finance, Investments, Capital Markets, Financial Structuring
Education
New York University - Leonard N. Stern School of Business 1975 — 1977
MBA, marketing, finance
Trinity College-Hartford 1971 — 1975
B.A., Economics
Aine Leddy's Morgan Stanley Experience March 1989 - July 2011
Job Director at Citi Group
Industry Financial Services
Experience
Citi July 2011 - Present
Morgan Stanley March 1989 - July 2011
Education
Trinity College Dublin
Citi July 2011 - Present
Morgan Stanley March 1989 - July 2011
Education
Trinity College Dublin
Barbara Scudder's Morgan Stanley Experience January 2013 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2013 - Present
Morgan Stanley June 2008 - January 2013
Education
Trinity College-Hartford
University of Pennsylvania - The Wharton School
Morgan Stanley January 2013 - Present
Morgan Stanley June 2008 - January 2013
Education
Trinity College-Hartford
University of Pennsylvania - The Wharton School
Fiona (McConville) Ziemski's Morgan Stanley Experience July 2011 - Present
Job Global Mangement Reporting at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2011 - Present
MorganStanley February 2006 - July 2011
IBM June 2001 - February 2006
Education
Towson University 1998 — 2001
BA, Mass Communication
Morgan Stanley July 2011 - Present
MorganStanley February 2006 - July 2011
IBM June 2001 - February 2006
Education
Towson University 1998 — 2001
BA, Mass Communication
Fred Middleton CFP®'s Morgan Stanley Experience May 1999 - February 2003
Job CFO at The Portfolio Management Group inc
Industry Financial Services
Experience
The Portfolio Management Group inc March 2011 - Present
W. R. Taylor & Company LLC May 2006 - March 2011
UBS February 2003 - May 2006
Morgan Stanley May 1999 - February 2003
Skills
Investments, Equities
Education
Troy University 2003 — 2004
Master's degree
The Portfolio Management Group inc March 2011 - Present
W. R. Taylor & Company LLC May 2006 - March 2011
UBS February 2003 - May 2006
Morgan Stanley May 1999 - February 2003
Skills
Investments, Equities
Education
Troy University 2003 — 2004
Master's degree
Igor Davidson's Morgan Stanley Experience July 2009 - October 2009
Job Senior Accountant at Arthur Bell, Certified Public Accountants
Industry Accounting
Experience
Arthur Bell, Certified Public Accountants February 2012 - Present
NCO Group September 2010 - February 2012
Titan Steel Corporation October 2009 - February 2010
Morgan Stanley July 2009 - October 2009
PIVnet, Inc. April 2008 - July 2009
Sheela Murthy Law Office July 2007 - August 2007
Internet Business March 2005 - May 2006
Skills
QuickBooks, Bookkeeping, Investments, Financial Analysis, Accounting, SEC filings, Financial Reporting, Banking, Strategic Planning, Tax, Budgets, General Ledger
Education
Towson University 2004 — 2008
B.S., Accounting
Pikesville
Arthur Bell, Certified Public Accountants February 2012 - Present
NCO Group September 2010 - February 2012
Titan Steel Corporation October 2009 - February 2010
Morgan Stanley July 2009 - October 2009
PIVnet, Inc. April 2008 - July 2009
Sheela Murthy Law Office July 2007 - August 2007
Internet Business March 2005 - May 2006
Skills
QuickBooks, Bookkeeping, Investments, Financial Analysis, Accounting, SEC filings, Financial Reporting, Banking, Strategic Planning, Tax, Budgets, General Ledger
Education
Towson University 2004 — 2008
B.S., Accounting
Pikesville
John Meagher's Morgan Stanley Experience 2006 - 2008
Job Director, The Roseview Group
Industry Real Estate
Experience
The Roseview Group September 2009 - Present
Morgan Stanley 2006 - 2008
Skills
Asset Management, Real Estate, Commercial Real Estate
Education
Trinity College-Hartford 1999 — 2001
The Roseview Group September 2009 - Present
Morgan Stanley 2006 - 2008
Skills
Asset Management, Real Estate, Commercial Real Estate
Education
Trinity College-Hartford 1999 — 2001
jerry hikel's Morgan Stanley Experience April 2003 - April 2004
Job Associate Director at Point 72 Asset Management
Industry Computer Software
Experience
Point72 Asset Management, L.P. July 2013 - Present
SAC Capital Advisors August 2012 - July 2013
SAC Capital April 2004 - August 2012
Morgan Stanley April 2003 - April 2004
Bloomberg November 1999 - June 2002
Merant October 1998 - November 1999
Skills
Integration, Scrum, Agile Methodologies, Software Development, Management, C#, Enterprise Architecture, Microsoft SQL Server, Requirements Analysis, Business Analysis, SOA, ORM, WPF, SDLC, Trading, SSIS, SQL, Equities, Web Services, Software Project..., Trading Systems, .NET, XML, Fixed Income, Hedge Funds, ASP.NET, JavaScript, WCF, Software Design, Disaster Recovery, UML, Software Engineering
Education
Trinity University 1994 — 1998
BS, Physics, Chinese
Point72 Asset Management, L.P. July 2013 - Present
SAC Capital Advisors August 2012 - July 2013
SAC Capital April 2004 - August 2012
Morgan Stanley April 2003 - April 2004
Bloomberg November 1999 - June 2002
Merant October 1998 - November 1999
Skills
Integration, Scrum, Agile Methodologies, Software Development, Management, C#, Enterprise Architecture, Microsoft SQL Server, Requirements Analysis, Business Analysis, SOA, ORM, WPF, SDLC, Trading, SSIS, SQL, Equities, Web Services, Software Project..., Trading Systems, .NET, XML, Fixed Income, Hedge Funds, ASP.NET, JavaScript, WCF, Software Design, Disaster Recovery, UML, Software Engineering
Education
Trinity University 1994 — 1998
BS, Physics, Chinese
Melissa Dodson's Morgan Stanley Experience May 2007 - September 2007
Job Starts Coordinator at KB Home
Industry Construction
Experience
KB Home May 2013 - Present
KB Home August 2012 - May 2013
Frozen Ropes Katy May 2010 - August 2012
Melissa Johnson September 2008 - May 2010
Morgan Stanley May 2007 - September 2007
Smith Barney May 2005 - August 2005
Education
Trinity University 2003 — 2007
B.A, Communications
Trinity University
KB Home May 2013 - Present
KB Home August 2012 - May 2013
Frozen Ropes Katy May 2010 - August 2012
Melissa Johnson September 2008 - May 2010
Morgan Stanley May 2007 - September 2007
Smith Barney May 2005 - August 2005
Education
Trinity University 2003 — 2007
B.A, Communications
Trinity University
Mary Ganley's Morgan Stanley Experience June 2007 - August 2007
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors February 2012 - Present
Morgan Stanley Smith Barney April 2010 - January 2012
Towson University College of Business and Economics (Dean's Office) September 2008 - December 2009
Morgan Stanley June 2007 - August 2007
Skills
Microsoft Office, Research, Trading, Series 7, Finance, Microsoft Word, PowerPoint, Microsoft Excel, Series 63, Series 65
Education
University of Baltimore/Towson University 2008 — 2009
Master of Business Administration, Finance
Towson University 2004 — 2008
B.S., Business Administration (Finance)
Wells Fargo Advisors February 2012 - Present
Morgan Stanley Smith Barney April 2010 - January 2012
Towson University College of Business and Economics (Dean's Office) September 2008 - December 2009
Morgan Stanley June 2007 - August 2007
Skills
Microsoft Office, Research, Trading, Series 7, Finance, Microsoft Word, PowerPoint, Microsoft Excel, Series 63, Series 65
Education
University of Baltimore/Towson University 2008 — 2009
Master of Business Administration, Finance
Towson University 2004 — 2008
B.S., Business Administration (Finance)
Doug Mannen's Morgan Stanley Experience November 2008 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2008 - Present
Merrill Lynch January 2002 - November 2008
Merrill Lynch July 1985 - December 2001
Education
Trinity College-Hartford 1982 — 1984
MA, History
Wesleyan University 1978 — 1982
BA, History
Hawaii Preparatory Academy 1970 — 1978
diploma
Morgan Stanley November 2008 - Present
Merrill Lynch January 2002 - November 2008
Merrill Lynch July 1985 - December 2001
Education
Trinity College-Hartford 1982 — 1984
MA, History
Wesleyan University 1978 — 1982
BA, History
Hawaii Preparatory Academy 1970 — 1978
diploma
Michelle LaRosa's Morgan Stanley Experience August 2011 - August 2012
Job Contracting specialist
Industry Government Administration
Experience
United States Department of Defense August 2012 - August 2014
Morgan Stanley August 2011 - August 2012
T Rowe Price January 2008 - February 2011
Skills
Microsoft Excel, Financial Analysis, Business Analysis, Analysis, Finance, Financial Services, PowerPoint
Education
Towson University 2003 — 2008
Bachelor of Science (B.S.), Economics
Towson University 2003 — 2007
Economics
United States Department of Defense August 2012 - August 2014
Morgan Stanley August 2011 - August 2012
T Rowe Price January 2008 - February 2011
Skills
Microsoft Excel, Financial Analysis, Business Analysis, Analysis, Finance, Financial Services, PowerPoint
Education
Towson University 2003 — 2008
Bachelor of Science (B.S.), Economics
Towson University 2003 — 2007
Economics
Richard Austin CRPS's Morgan Stanley Experience May 2005 - February 2009
Job Financial Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. March 2009 - Present
Morgan Stanley May 2005 - February 2009
Education
Troy University
UBS Financial Services Inc. March 2009 - Present
Morgan Stanley May 2005 - February 2009
Education
Troy University
Rick Brenner, PMP's Morgan Stanley Experience March 2006 - September 2008
Job Senior Subcontracts Administrator for Leidos
Industry Defense & Space
Experience
Leidos September 2008 - Present
Morgan Stanley March 2006 - September 2008
Skills
DoD, Proposal Writing, Costpoint, Information Assurance, Outlook, Software Documentation, Defense Contracting, Project Finance, Financial Analysis, Financial Reporting, Financial Risk, Government Contracting, Subcontracts Management, RFP, Contract Negotiating, Projects, Project Management, PMP, Contract Management, Contract Negotiation, Management, Operations Management, Deltek, Government Procurement
Education
Towson University 2000 — 2004
Bachelor's degree, Finance, General
Leidos September 2008 - Present
Morgan Stanley March 2006 - September 2008
Skills
DoD, Proposal Writing, Costpoint, Information Assurance, Outlook, Software Documentation, Defense Contracting, Project Finance, Financial Analysis, Financial Reporting, Financial Risk, Government Contracting, Subcontracts Management, RFP, Contract Negotiating, Projects, Project Management, PMP, Contract Management, Contract Negotiation, Management, Operations Management, Deltek, Government Procurement
Education
Towson University 2000 — 2004
Bachelor's degree, Finance, General
Patrick O'Hagan's Morgan Stanley Experience November 2007 - April 2014
Job Vice President, Equities Trading at Ladenburg Thalmann
Industry Financial Services
Experience
Ladenburg Thalmann April 2014 - Present
Morgan Stanley November 2007 - April 2014
Ladenburg Thalmann 2002 - 2006
Robertson Stevens 1999 - 2001
Skills
Marketing, Trading, Hedge Funds, Series 7, Asset Management, Portfolio Management, Team Leadership, Business Development, Marketing Strategy, Equities, Account Management, Strategic Financial..., Financial Modeling, Financial Analysis, Wealth Management, Financial Services, Banking, Investments, Private Equity
Education
Towson University 1995 — 1998
BA, Economics
Ladenburg Thalmann April 2014 - Present
Morgan Stanley November 2007 - April 2014
Ladenburg Thalmann 2002 - 2006
Robertson Stevens 1999 - 2001
Skills
Marketing, Trading, Hedge Funds, Series 7, Asset Management, Portfolio Management, Team Leadership, Business Development, Marketing Strategy, Equities, Account Management, Strategic Financial..., Financial Modeling, Financial Analysis, Wealth Management, Financial Services, Banking, Investments, Private Equity
Education
Towson University 1995 — 1998
BA, Economics
Melissa Mulloy-Mecozzi's Morgan Stanley Experience April 2007 - 2013
Job Vice President Registered Client Administrative Manager at Steward Partners Global Advisory
Industry Financial Services
Experience
Steward Partners Global Advisory December 2014 - Present
Morgan Stanley April 2007 - 2013
Education
Troy University
Master of Business Administration (M.B.A.)
University of Alaska Fairbanks
Bachelor's Degree
Steward Partners Global Advisory December 2014 - Present
Morgan Stanley April 2007 - 2013
Education
Troy University
Master of Business Administration (M.B.A.)
University of Alaska Fairbanks
Bachelor's Degree
Rachel Paraoan's Morgan Stanley Experience January 2014 - Present
Job Operations Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2014 - Present
World Trade Center Institute May 2013 - September 2013
J.Crew October 2012 - May 2013
Dr. Keith S. Kelly, MD June 2007 - August 2012
American Eagle Outfitters June 2010 - August 2010
Skills
Microsoft Office, Research, English, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Economics, Social Media, International Relations, Customer Service, Public Speaking, Spanish, Market Research, International..., Photoshop, Event Planning, Team Leadership, Policy Analysis
Education
Towson University 2009 — 2013
Bachelor of Science (BS), Economics, Senior
Estudio Sampare 2012 — 2012
Morgan Stanley January 2014 - Present
World Trade Center Institute May 2013 - September 2013
J.Crew October 2012 - May 2013
Dr. Keith S. Kelly, MD June 2007 - August 2012
American Eagle Outfitters June 2010 - August 2010
Skills
Microsoft Office, Research, English, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Economics, Social Media, International Relations, Customer Service, Public Speaking, Spanish, Market Research, International..., Photoshop, Event Planning, Team Leadership, Policy Analysis
Education
Towson University 2009 — 2013
Bachelor of Science (BS), Economics, Senior
Estudio Sampare 2012 — 2012
Jessica Buchanan's Morgan Stanley Experience January 2012 - July 2014
Job NCTA Business Analyst at Northrop Grumman Corporation
Industry Defense & Space
Experience
Northrop Grumman Corporation July 2014 - Present
Morgan Stanley January 2012 - July 2014
Morgan Stanley June 2011 - August 2011
Skills
Derivatives, Fixed Income, Finance, Teamwork, Microsoft Office, Options, CDS, Analysis, Trading, Equities, Economics, Equity Research, Leadership
Education
Towson University 2007 — 2011
Bachelor of Science (B.S.), Economics, and International Business
Salzburg College
German
Northrop Grumman Corporation July 2014 - Present
Morgan Stanley January 2012 - July 2014
Morgan Stanley June 2011 - August 2011
Skills
Derivatives, Fixed Income, Finance, Teamwork, Microsoft Office, Options, CDS, Analysis, Trading, Equities, Economics, Equity Research, Leadership
Education
Towson University 2007 — 2011
Bachelor of Science (B.S.), Economics, and International Business
Salzburg College
German
Marc Magas's Morgan Stanley Experience May 2012 - August 2012
Job Business Operations Associate at Aerotek
Industry Financial Services
Experience
Aerotek September 2014 - Present
George S Magas CPA January 2007 - September 2014
Orthodonic Supplies & Equipment (OSE) June 2013 - May 2014
Morgan Stanley May 2012 - August 2012
UBS Financial Services November 2010 - February 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, SPSS, QuickBooks, Turbo Tax, Spreadsheets, PowerPoint, Time Management, Teamwork, Event Planning, Facebook, Social Networking, Leadership, Fundraising, Data Entry, Outlook, Strategic Planning, MS Project, Sports
Education
Towson University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Management
Aerotek September 2014 - Present
George S Magas CPA January 2007 - September 2014
Orthodonic Supplies & Equipment (OSE) June 2013 - May 2014
Morgan Stanley May 2012 - August 2012
UBS Financial Services November 2010 - February 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, SPSS, QuickBooks, Turbo Tax, Spreadsheets, PowerPoint, Time Management, Teamwork, Event Planning, Facebook, Social Networking, Leadership, Fundraising, Data Entry, Outlook, Strategic Planning, MS Project, Sports
Education
Towson University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Management
Josh Grossman's Morgan Stanley Experience June 2010 - July 2012
Job USGA P.J. Boatwright, Jr Intern
Industry Sports
Experience
Morgan Stanley June 2010 - July 2012
Education
Trinity College-Hartford 2006 — 2010
BA, Political Economy
Great Neck South High School 2002 — 2006
Morgan Stanley June 2010 - July 2012
Education
Trinity College-Hartford 2006 — 2010
BA, Political Economy
Great Neck South High School 2002 — 2006
Kelly Groves's Morgan Stanley Experience June 2012 - Present
Job Institutional Equity Operations Associate
Industry Financial Services
Experience
Morgan Stanley June 2012 - Present
Ameriprise Financial Services, Inc January 2012 - Present
Berman McAleer Inc February 2011 - November 2011
Education
Towson University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Towson University 2008 — 2012
a, Business Administration; Finance
Morgan Stanley June 2012 - Present
Ameriprise Financial Services, Inc January 2012 - Present
Berman McAleer Inc February 2011 - November 2011
Education
Towson University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Towson University 2008 — 2012
a, Business Administration; Finance
Matt Lipton's Morgan Stanley Experience 2010 - 2012
Job Partner at Autonomous Research
Industry Financial Services
Experience
Autonomous Research October 2012 - Present
Morgan Stanley 2010 - 2012
BlackRock 2008 - 2010
BlackRock 2006 - 2008
Skills
Series 7, Alternative Investments, Equities, Fixed Income, Valuation, Private Equity, Capital Markets, Mutual Funds, Investments, Series 63, Financial Analysis, Bloomberg, Hedge Funds, Venture Capital
Education
Trinity College-Hartford 2002 — 2006
BS, Economics
University of St. Andrews 2005 — 2005
Autonomous Research October 2012 - Present
Morgan Stanley 2010 - 2012
BlackRock 2008 - 2010
BlackRock 2006 - 2008
Skills
Series 7, Alternative Investments, Equities, Fixed Income, Valuation, Private Equity, Capital Markets, Mutual Funds, Investments, Series 63, Financial Analysis, Bloomberg, Hedge Funds, Venture Capital
Education
Trinity College-Hartford 2002 — 2006
BS, Economics
University of St. Andrews 2005 — 2005
James Hausler's Morgan Stanley Experience 2011 - 2012
Job Financial Services Professional
Industry Information Technology and Services
Experience
Morgan Stanley 2011 - 2012
Education
Towson University 2002 — 2005
Bachelor of Science (BS), Information Technology
Morgan Stanley 2011 - 2012
Education
Towson University 2002 — 2005
Bachelor of Science (BS), Information Technology
Tuathal Mac Colgáin's Morgan Stanley Experience April 2014 - Present
Job CFA Candidate
Industry Financial Services
Experience
Morgan Stanley April 2014 - Present
Rockwell Securities September 2012 - April 2014
Manhattan Sailing School July 2012 - August 2012
LK Shields Solicitors September 2008 - November 2008
Skills
German, French, Series 7, Spanish, Microsoft Office, Irish, Series 63, series 3
Education
Trinity College, Dublin 2007 — 2011
LL.B. (Ling. German), Law and German, Honors
Universität Hamburg 2009 — 2010
Erasmus, Law and German, Honors
Morgan Stanley April 2014 - Present
Rockwell Securities September 2012 - April 2014
Manhattan Sailing School July 2012 - August 2012
LK Shields Solicitors September 2008 - November 2008
Skills
German, French, Series 7, Spanish, Microsoft Office, Irish, Series 63, series 3
Education
Trinity College, Dublin 2007 — 2011
LL.B. (Ling. German), Law and German, Honors
Universität Hamburg 2009 — 2010
Erasmus, Law and German, Honors
Iulia Ross's Morgan Stanley Experience June 2012 - January 2015
Job Trade Support Analyst at TrowePrice
Industry Financial Services
Experience
TRowe Price January 2015 - Present
Morgan Stanley June 2012 - January 2015
T. Rowe Price January 2011 - December 2011
Skills
Financial Analysis, Financial Reporting, Account Reconciliation, Risk Assessment, Risk Management, Offshore Resource..., Account Management, Finance, Financial Modeling, Trading, Equities, Analysis, Financial Risk, Microsoft Office, Mutual Funds, Financial Services
Education
Towson University 2005 — 2009
Bachelor of Science (BS), Business Administration, Legal Track
TRowe Price January 2015 - Present
Morgan Stanley June 2012 - January 2015
T. Rowe Price January 2011 - December 2011
Skills
Financial Analysis, Financial Reporting, Account Reconciliation, Risk Assessment, Risk Management, Offshore Resource..., Account Management, Finance, Financial Modeling, Trading, Equities, Analysis, Financial Risk, Microsoft Office, Mutual Funds, Financial Services
Education
Towson University 2005 — 2009
Bachelor of Science (BS), Business Administration, Legal Track
Michael Emmet's Morgan Stanley Experience September 2010 - June 2012
Job Assistant Vice President at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust September 2014 - Present
Legg Mason Investment Counsel March 2014 - September 2014
Legg Mason Investment Counsel July 2012 - March 2014
Morgan Stanley September 2010 - June 2012
Skills
Equities, Portfolio Management, Investment Management, Alternative Investments, Portfolio Performance..., Business Process..., Client Presentation, Trading Strategies, Bloomberg, Financial Analysis, Financial Modeling, Fixed Income, Investments
Education
Towson University 2006 — 2010
Bachelor's degree, Economics
CFA Level III Candidate
Bessemer Trust September 2014 - Present
Legg Mason Investment Counsel March 2014 - September 2014
Legg Mason Investment Counsel July 2012 - March 2014
Morgan Stanley September 2010 - June 2012
Skills
Equities, Portfolio Management, Investment Management, Alternative Investments, Portfolio Performance..., Business Process..., Client Presentation, Trading Strategies, Bloomberg, Financial Analysis, Financial Modeling, Fixed Income, Investments
Education
Towson University 2006 — 2010
Bachelor's degree, Economics
CFA Level III Candidate
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS