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
Charles C. Rogers Charles C. Rogers's Morgan Stanley Experience November 2008 - February 2015
Job President & CEO at Azimuth Wealth Advisors
Industry Financial Services
Experience
Azimuth Wealth Advisors February 2015 - Present
Morgan Stanley November 2008 - February 2015
Merrill Lynch December 2000 - November 2008
Education
University of Southern California - Marshall School of Business 1993 — 1996
MBA, Finance
United States Military Academy at West Point 1983 — 1987
B.S., National Security & Public Affairs; Mathematics; Engineering
Azimuth Wealth Advisors February 2015 - Present
Morgan Stanley November 2008 - February 2015
Merrill Lynch December 2000 - November 2008
Education
University of Southern California - Marshall School of Business 1993 — 1996
MBA, Finance
United States Military Academy at West Point 1983 — 1987
B.S., National Security & Public Affairs; Mathematics; Engineering
Dan Davies Dan Davies's Morgan Stanley Experience November 2004 - September 2005
Job Recruiting top IT, Software & Engineering Talent
Industry Staffing and Recruiting
Experience
Blue Line Talent, LLC July 2014 - Present
Rocky Mountain Tuff Hockey Training June 2013 - Present
Apex Center November 2012 - April 2014
3D Investments, LLC May 2008 - November 2012
State Farm Insurance October 2005 - April 2008
Morgan Stanley November 2004 - September 2005
United States Air Force October 2002 - October 2004
United States Air Force May 2000 - October 2002
Skills
DoD, Military, Security Clearance, Program Management, Government Contracting, Air Force, Process Improvement, Team Building, Team Leadership, Operations Management, Risk Management, Leadership, Government, Military Experience, Strategic Planning, Leadership Development, Organizational..., Training, Management, Defense, Consulting
Education
University of Northern Colorado 2000 — 2005
Master's degree, Sports Administration
United States Air Force Academy 1995 — 1999
Bachelor's degree, Business Administration and Management, General
Heelan High School 1989 — 1993
HS Diploma
Blue Line Talent, LLC July 2014 - Present
Rocky Mountain Tuff Hockey Training June 2013 - Present
Apex Center November 2012 - April 2014
3D Investments, LLC May 2008 - November 2012
State Farm Insurance October 2005 - April 2008
Morgan Stanley November 2004 - September 2005
United States Air Force October 2002 - October 2004
United States Air Force May 2000 - October 2002
Skills
DoD, Military, Security Clearance, Program Management, Government Contracting, Air Force, Process Improvement, Team Building, Team Leadership, Operations Management, Risk Management, Leadership, Government, Military Experience, Strategic Planning, Leadership Development, Organizational..., Training, Management, Defense, Consulting
Education
University of Northern Colorado 2000 — 2005
Master's degree, Sports Administration
United States Air Force Academy 1995 — 1999
Bachelor's degree, Business Administration and Management, General
Heelan High School 1989 — 1993
HS Diploma
Asmi Shah Asmi Shah's Morgan Stanley Experience June 2003 - August 2003
Job Strategic Planning & Analysis Manager
Industry Internet
Experience
Epoxy June 2013 - August 2013
Team Downey July 2013 - July 2013
Factual Inc April 2013 - June 2013
FreedomPop November 2012 - March 2013
Citigroup September 2007 - June 2012
ZS Associates September 2005 - August 2007
Morgan Stanley June 2003 - August 2003
Skills
Analytics, Financial Modeling, VBA, Data Analysis, SAS, Competitive Analysis, Business Intelligence, Business Analysis, Product Management, Management Consulting, Business Analytics, Business Strategy, Entrepreneurship, Project Management, Market Research, Financial Analysis, Analysis, CRM, Business Development, Marketing, Mobile Devices, Mergers & Acquisitions
Education
UCLA Anderson School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies
Cornell University, College of Engineering 2001 — 2005
Bachelor's Degree, Electrical & Computer Engineering
Epoxy June 2013 - August 2013
Team Downey July 2013 - July 2013
Factual Inc April 2013 - June 2013
FreedomPop November 2012 - March 2013
Citigroup September 2007 - June 2012
ZS Associates September 2005 - August 2007
Morgan Stanley June 2003 - August 2003
Skills
Analytics, Financial Modeling, VBA, Data Analysis, SAS, Competitive Analysis, Business Intelligence, Business Analysis, Product Management, Management Consulting, Business Analytics, Business Strategy, Entrepreneurship, Project Management, Market Research, Financial Analysis, Analysis, CRM, Business Development, Marketing, Mobile Devices, Mergers & Acquisitions
Education
UCLA Anderson School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies
Cornell University, College of Engineering 2001 — 2005
Bachelor's Degree, Electrical & Computer Engineering
Ken Tsuboi, CFA's Morgan Stanley Experience 1987 - 1991
Job Senior Consultant at Alan D. Biller & Associates
Industry Investment Management
Experience
Allianz Global Investors March 1996 - December 2013
Payden & Rygel 1991 - 1996
Morgan Stanley 1987 - 1991
Raytheon 1983 - 1985
Skills
Investments, Fixed Income, Asset Allocation, Financial Risk, Sales, Equities, Securities, Mutual Funds, Analysis, Bonds, Hedge Funds, Equity Research, Bloomberg, Alternative Investments, Asset Management, Portfolio Management, Valuation
Education
UCLA Anderson School of Management
Master of Business Administration (M.B.A.), Finance, General
UC Berkeley
Bachelor of Arts (B.A.), Biochemistry
Allianz Global Investors March 1996 - December 2013
Payden & Rygel 1991 - 1996
Morgan Stanley 1987 - 1991
Raytheon 1983 - 1985
Skills
Investments, Fixed Income, Asset Allocation, Financial Risk, Sales, Equities, Securities, Mutual Funds, Analysis, Bonds, Hedge Funds, Equity Research, Bloomberg, Alternative Investments, Asset Management, Portfolio Management, Valuation
Education
UCLA Anderson School of Management
Master of Business Administration (M.B.A.), Finance, General
UC Berkeley
Bachelor of Arts (B.A.), Biochemistry
John (Yogi) Spence's Morgan Stanley Experience 1985 - 2002
Job Managing Partner at XMS Capital Partners
Industry Investment Banking
Experience
XMS Capital Partners 2006 - Present
Dresdner Kleinwort Wasserstein 2005 - 2006
Morgan Stanley 1985 - 2002
Education
UCLA Anderson School of Management 1987 — 1989
MBA
University of Notre Dame
XMS Capital Partners 2006 - Present
Dresdner Kleinwort Wasserstein 2005 - 2006
Morgan Stanley 1985 - 2002
Education
UCLA Anderson School of Management 1987 — 1989
MBA
University of Notre Dame
Andrew Llarenas Andrew Llarenas's Morgan Stanley Experience September 2012 - August 2013
Job Tastemade
Industry Internet
Experience
Tastemade September 2013 - Present
Morgan Stanley September 2012 - August 2013
Demand Media January 2012 - September 2012
Demand Media January 2011 - January 2012
Demand Media January 2009 - December 2010
Duff & Phelps June 2008 - November 2008
Deloitte June 2007 - August 2007
Morgan Stanley June 2006 - August 2006
NASA June 2005 - August 2005
Skills
Due Diligence, Valuation, Financial Modeling, Mergers, Financial Analysis, Mergers & Acquisitions, Finance
Education
UCLA Anderson School of Management 2014 — 2017
Master of Business Administration (M.B.A.)
University of the Pacific - Eberhardt School of Business 2004 — 2008
B.S. Business Administration, Finance, Accounting
Iolani School 2000 — 2004
High School
Tastemade September 2013 - Present
Morgan Stanley September 2012 - August 2013
Demand Media January 2012 - September 2012
Demand Media January 2011 - January 2012
Demand Media January 2009 - December 2010
Duff & Phelps June 2008 - November 2008
Deloitte June 2007 - August 2007
Morgan Stanley June 2006 - August 2006
NASA June 2005 - August 2005
Skills
Due Diligence, Valuation, Financial Modeling, Mergers, Financial Analysis, Mergers & Acquisitions, Finance
Education
UCLA Anderson School of Management 2014 — 2017
Master of Business Administration (M.B.A.)
University of the Pacific - Eberhardt School of Business 2004 — 2008
B.S. Business Administration, Finance, Accounting
Iolani School 2000 — 2004
High School
Alan Glazner Alan Glazner's Morgan Stanley Experience September 1994 - June 2005
Job Vice President Investments at WELLS FARGO ADVISORS, LLC
Industry Financial Services
Experience
Wells Fargo Advisors July 2005 - Present
Morgan Stanley September 1994 - June 2005
Merrill Lynch November 1982 - September 1994
Skills
Estate Planning..., IRAs and IRA Rollovers, Financial Advisory, Risk Management..., Educational Planning, Mutual fund portfolio..., Income focused investing, Effective and..., Organizational skills..., Wealth Planning, Portfolio Construction, Municipal Bonds
Education
United States Military Academy at West Point 1965 — 1969
Bachelor of Science (B.S.)
Wells Fargo Advisors July 2005 - Present
Morgan Stanley September 1994 - June 2005
Merrill Lynch November 1982 - September 1994
Skills
Estate Planning..., IRAs and IRA Rollovers, Financial Advisory, Risk Management..., Educational Planning, Mutual fund portfolio..., Income focused investing, Effective and..., Organizational skills..., Wealth Planning, Portfolio Construction, Municipal Bonds
Education
United States Military Academy at West Point 1965 — 1969
Bachelor of Science (B.S.)
Shan Xu Shan Xu's Morgan Stanley Experience May 2012 - July 2013
Job Cash Management
Industry
Experience
Generali July 2013 - Present
Morgan Stanley May 2012 - July 2013
Skills
Financial Modeling, Bloomberg, VBA, Derivatives, Fixed Income, Valuation, Risk Management, Financial Analysis, Microsoft Excel, Equities
Education
UCL 2007 — 2010
BSc, mathematics
Columbia University
MSc, Financial Engineering
Generali July 2013 - Present
Morgan Stanley May 2012 - July 2013
Skills
Financial Modeling, Bloomberg, VBA, Derivatives, Fixed Income, Valuation, Risk Management, Financial Analysis, Microsoft Excel, Equities
Education
UCL 2007 — 2010
BSc, mathematics
Columbia University
MSc, Financial Engineering
Dan Berndt Dan Berndt's Morgan Stanley Experience May 2004 - February 2010
Job Market Data & Enterprise Data Management
Industry Information Technology and Services
Experience
Jefferies LLC June 2014 - May 2015
Torchlight Apps, Paracoders, Inc. June 2012 - June 2014
Independent Consulting March 2010 - June 2012
Morgan Stanley May 2004 - February 2010
Morgan Stanley June 1996 - May 2004
Morgan Stanley June 1993 - June 1996
Morgan Stanley September 1990 - June 1993
IBM September 1988 - August 1990
IBM June 1985 - August 1988
Skills
Market Data, Databases, Reference Data, IT Strategy, Software Development, Data Management, Sybase, Data Modeling, Infrastructure, Security, Software Project..., SQL, Architecture, Business Intelligence, Data Quality, Enterprise Architecture, Risk Management, IT Management, Data Architecture, Database Design, Data Warehousing, Data Governance, Integration, Mobile Phone Apps, Mobile Applications, Project Management, Technology Management, Information Management, Data Security, Entitlements, Data Access, Data Integration, Metadata Management, ETL, DB2, Relational Databases, RDBMS, Linux, Time Series Analysis, Requirements Gathering, Information Security, Data Cleaning, Performance Tuning, Information Security..., Data Infrastructure, Enterprise Information..., Data Retention, Timeseries, Big Data, Data Analysis
Education
Union College 1981 — 1985
B.S., Computer Science
University of Bath 1984 — 1984
Term abroad, English Literature
Jefferies LLC June 2014 - May 2015
Torchlight Apps, Paracoders, Inc. June 2012 - June 2014
Independent Consulting March 2010 - June 2012
Morgan Stanley May 2004 - February 2010
Morgan Stanley June 1996 - May 2004
Morgan Stanley June 1993 - June 1996
Morgan Stanley September 1990 - June 1993
IBM September 1988 - August 1990
IBM June 1985 - August 1988
Skills
Market Data, Databases, Reference Data, IT Strategy, Software Development, Data Management, Sybase, Data Modeling, Infrastructure, Security, Software Project..., SQL, Architecture, Business Intelligence, Data Quality, Enterprise Architecture, Risk Management, IT Management, Data Architecture, Database Design, Data Warehousing, Data Governance, Integration, Mobile Phone Apps, Mobile Applications, Project Management, Technology Management, Information Management, Data Security, Entitlements, Data Access, Data Integration, Metadata Management, ETL, DB2, Relational Databases, RDBMS, Linux, Time Series Analysis, Requirements Gathering, Information Security, Data Cleaning, Performance Tuning, Information Security..., Data Infrastructure, Enterprise Information..., Data Retention, Timeseries, Big Data, Data Analysis
Education
Union College 1981 — 1985
B.S., Computer Science
University of Bath 1984 — 1984
Term abroad, English Literature
Sterling Irminger's Morgan Stanley Experience January 2014 - Present
Job Executive Director Head of Fixed Income, SPG & MBS Operations NY at Morgan Stanley
Industry Banking
Experience
Morgan Stanley January 2014 - Present
Morgan Stanley November 2012 - December 2013
Morgan Stanley September 2007 - November 2012
royal bank of scotland 1997 - 2007
Skills
Middle Office, FX Options, Equity Derivatives, Fixed Income, Equities, Derivatives, Interest Rate..., Swaps, Structured Products, Investment Banking, Prime Brokerage, Operational Risk..., Back Office, Bloomberg, Electronic Trading, Financial Markets, Options, Asset Management, Hedge Funds, MBS, Market Risk, Securities, Trading Systems, Treasury
Education
University College London, U. of London 1991 — 1995
Bsc, Economics
Felsted School 1983 — 1990
Morgan Stanley January 2014 - Present
Morgan Stanley November 2012 - December 2013
Morgan Stanley September 2007 - November 2012
royal bank of scotland 1997 - 2007
Skills
Middle Office, FX Options, Equity Derivatives, Fixed Income, Equities, Derivatives, Interest Rate..., Swaps, Structured Products, Investment Banking, Prime Brokerage, Operational Risk..., Back Office, Bloomberg, Electronic Trading, Financial Markets, Options, Asset Management, Hedge Funds, MBS, Market Risk, Securities, Trading Systems, Treasury
Education
University College London, U. of London 1991 — 1995
Bsc, Economics
Felsted School 1983 — 1990
Brian Cepelak's Morgan Stanley Experience June 2006 - April 2008
Job Martin Midstream
Industry Logistics and Supply Chain
Experience
Martin Midstream Partners L.P. August 2013 - Present
J.P. Morgan April 2008 - April 2013
United States Air Force October 2004 - September 2010
Morgan Stanley June 2006 - April 2008
US Navy Reserve June 2001 - October 2004
Skills
Logistics, Petroleum, Transportation, Business Development, Contract Negotiation, Process Improvement, Natural Gas, Shipping, Energy, International Shipping, Maritime, Project Management, Export, Training, Ports, New Business Development, Sales, Commodity, Negotiation, LNG, Management, Operations Management, Budgets, Freight, Procurement, Trading, Supply Chain Management, Commodity Markets, International Trade, Cross-functional..., Supply Chain Operations, Inventory Management, Dry and Wet Bulk..., Import/Export Operations, Pipeline, truck and..., Project Development and..., Logistics Management, 3PL, Warehousing, Supply Chain, Incoterms
Education
United States Merchant Marine Academy 1997 — 2001
Bachelor of Science (B.S.), Marine Transportation
Martin Midstream Partners L.P. August 2013 - Present
J.P. Morgan April 2008 - April 2013
United States Air Force October 2004 - September 2010
Morgan Stanley June 2006 - April 2008
US Navy Reserve June 2001 - October 2004
Skills
Logistics, Petroleum, Transportation, Business Development, Contract Negotiation, Process Improvement, Natural Gas, Shipping, Energy, International Shipping, Maritime, Project Management, Export, Training, Ports, New Business Development, Sales, Commodity, Negotiation, LNG, Management, Operations Management, Budgets, Freight, Procurement, Trading, Supply Chain Management, Commodity Markets, International Trade, Cross-functional..., Supply Chain Operations, Inventory Management, Dry and Wet Bulk..., Import/Export Operations, Pipeline, truck and..., Project Development and..., Logistics Management, 3PL, Warehousing, Supply Chain, Incoterms
Education
United States Merchant Marine Academy 1997 — 2001
Bachelor of Science (B.S.), Marine Transportation
Liza Morse Liza Morse's Morgan Stanley Experience 2000 - 2009
Job Content Strategist, Associate Director at EY
Industry Financial Services
Experience
EY January 2011 - Present
Consultant January 2010 - December 2010
Morgan Stanley 2000 - 2009
Skills
Web Editing, Web Project Management, Managerial, Project Management, Editing, Copywriting, Copy Editing, SEO, Corporate Communications, Writing, Marketing Strategy, Social Media, Journalism, Content Strategy, Online Marketing, Web Content Management, Investment Banking, Content Management, Creative Writing, Financial Services, Program Management, Team Management, Online Content Creation, Strategic Communications, Online Advertising, Editorial, Marketing, Public Relations, Newsletters, Publishing, Leadership, Management, Thought Leadership, Entrepreneurship, CMS, Mobile Devices
Education
University at Albany, SUNY 1996 — 1997
MA, American History and Women's Studies
Union College 1992 — 1995
BA, History
EY January 2011 - Present
Consultant January 2010 - December 2010
Morgan Stanley 2000 - 2009
Skills
Web Editing, Web Project Management, Managerial, Project Management, Editing, Copywriting, Copy Editing, SEO, Corporate Communications, Writing, Marketing Strategy, Social Media, Journalism, Content Strategy, Online Marketing, Web Content Management, Investment Banking, Content Management, Creative Writing, Financial Services, Program Management, Team Management, Online Content Creation, Strategic Communications, Online Advertising, Editorial, Marketing, Public Relations, Newsletters, Publishing, Leadership, Management, Thought Leadership, Entrepreneurship, CMS, Mobile Devices
Education
University at Albany, SUNY 1996 — 1997
MA, American History and Women's Studies
Union College 1992 — 1995
BA, History
Trevor Tileston Trevor Tileston's Morgan Stanley Experience August 2011 - Present
Job Vice President, Technology Investment Banking at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley August 2011 - Present
Cabada Media December 2007 - August 2011
RockYou September 2008 - January 2009
Mainsail Partners September 2004 - November 2007
Claremont Creek Ventures May 2004 - September 2004
Skills
Venture Capital, Private Equity, Mergers & Acquisitions, Capital Markets, Investment Banking, Investments, Mergers, IPO, Business Development, Joint Ventures, Financial Services, LBO, Entrepreneurship, Growth Capital, Equity Capital Markets, Financial Modeling, Valuation, Capital Raising, Corporate Development, Corporate Finance, MySQL, PHP, JavaScript, Databases, Tableau, Product Management, Ad Tech, Digital Media, Finance, Due Diligence, M&A experience, Emerging Markets, DCF, Leveraged Finance, Start-ups, Strategy, Product Development, strategic planning, Mobile Devices, Modeling, Analysis, Leadership, Business Strategy, Competitive Analysis, Strategic Partnerships, Digital Strategy, New Business Development, online advertising, Strategic Planning, Online Advertising
Education
University of California, Berkeley
BA, Economics, Political Science
University of California, Los Angeles - The Anderson School of Management
Crystal Springs Uplands
Morgan Stanley August 2011 - Present
Cabada Media December 2007 - August 2011
RockYou September 2008 - January 2009
Mainsail Partners September 2004 - November 2007
Claremont Creek Ventures May 2004 - September 2004
Skills
Venture Capital, Private Equity, Mergers & Acquisitions, Capital Markets, Investment Banking, Investments, Mergers, IPO, Business Development, Joint Ventures, Financial Services, LBO, Entrepreneurship, Growth Capital, Equity Capital Markets, Financial Modeling, Valuation, Capital Raising, Corporate Development, Corporate Finance, MySQL, PHP, JavaScript, Databases, Tableau, Product Management, Ad Tech, Digital Media, Finance, Due Diligence, M&A experience, Emerging Markets, DCF, Leveraged Finance, Start-ups, Strategy, Product Development, strategic planning, Mobile Devices, Modeling, Analysis, Leadership, Business Strategy, Competitive Analysis, Strategic Partnerships, Digital Strategy, New Business Development, online advertising, Strategic Planning, Online Advertising
Education
University of California, Berkeley
BA, Economics, Political Science
University of California, Los Angeles - The Anderson School of Management
Crystal Springs Uplands
Brian Fitzgerald Brian Fitzgerald's Morgan Stanley Experience March 2000 - April 2006
Job Managing Director at Jefferies & Company
Industry Internet
Experience
Jefferies & Company June 2012 - Present
UBS Investment Bank May 2009 - June 2012
Bank of America April 2006 - April 2009
Morgan Stanley March 2000 - April 2006
Morgan Stanley August 1997 - March 2000
2-7 Cavalry / 1-10 Cavalry / Task Force 4-4 July 1991 - July 1997
Skills
Investment Analysis, Equity Valuation, Financial Analysis, Competitive Analysis, Strategic Analysis, Helicopter Pilot, Analysis, Business Planning, Capital Markets, Corporate Finance, E-commerce, Equity Research, Equities, Finance, Financial Modeling, Forecasting, Hedge Funds, Investments, Leadership, Management, Mergers, Process Improvement, Strategy, Valuation
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Finance
United States Military Academy at West Point 1987 — 1991
BS, Mathematical Economics / Computer Science Engineering
Jefferies & Company June 2012 - Present
UBS Investment Bank May 2009 - June 2012
Bank of America April 2006 - April 2009
Morgan Stanley March 2000 - April 2006
Morgan Stanley August 1997 - March 2000
2-7 Cavalry / 1-10 Cavalry / Task Force 4-4 July 1991 - July 1997
Skills
Investment Analysis, Equity Valuation, Financial Analysis, Competitive Analysis, Strategic Analysis, Helicopter Pilot, Analysis, Business Planning, Capital Markets, Corporate Finance, E-commerce, Equity Research, Equities, Finance, Financial Modeling, Forecasting, Hedge Funds, Investments, Leadership, Management, Mergers, Process Improvement, Strategy, Valuation
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Finance
United States Military Academy at West Point 1987 — 1991
BS, Mathematical Economics / Computer Science Engineering
Dawna Stone Dawna Stone's Morgan Stanley Experience 1991 - 1993
Job President and Founder at St. Pete Wine & Food Festival
Industry Publishing
Experience
St. Pete Wine & Food Festival April 2015 - Present
Healthy You Ventures March 2013 - Present
The Women's Half Marathon & 5K January 2009 - May 2012
Women's Running Magazine July 2003 - May 2012
Martha Stewart Living Omnimedia 2006 - 2007
MarineMax May 2001 - June 2003
The Active Sports Network (Active.com) July 2000 - June 2001
PR*Nutrition 1999 - 2000
Deloitte Consulting 1995 - 1999
Morgan Stanley 1991 - 1993
Skills
Marketing, Social Media Marketing, Event Management, Social Media, Online Advertising, Advertising, Marketing Strategy, Leadership, Strategic Partnerships, Sponsorship, E-commerce, Entrepreneurship, Digital Media, CRM, Public Relations, Strategy
Education
University of California, Los Angeles - The Anderson School of Management 1993 — 1995
MBA, Marketing/Finance
University of California, Berkeley 1986 — 1990
Bachelor of Science (BS), Business
Saugus High
St. Pete Wine & Food Festival April 2015 - Present
Healthy You Ventures March 2013 - Present
The Women's Half Marathon & 5K January 2009 - May 2012
Women's Running Magazine July 2003 - May 2012
Martha Stewart Living Omnimedia 2006 - 2007
MarineMax May 2001 - June 2003
The Active Sports Network (Active.com) July 2000 - June 2001
PR*Nutrition 1999 - 2000
Deloitte Consulting 1995 - 1999
Morgan Stanley 1991 - 1993
Skills
Marketing, Social Media Marketing, Event Management, Social Media, Online Advertising, Advertising, Marketing Strategy, Leadership, Strategic Partnerships, Sponsorship, E-commerce, Entrepreneurship, Digital Media, CRM, Public Relations, Strategy
Education
University of California, Los Angeles - The Anderson School of Management 1993 — 1995
MBA, Marketing/Finance
University of California, Berkeley 1986 — 1990
Bachelor of Science (BS), Business
Saugus High
Kim (Hoyt) Dallon Kim (Hoyt) Dallon's Morgan Stanley Experience 1997 - 2003
Job Project and Product Management Executive
Industry Financial Services
Experience
JPMorgan Chase 2007 - 2014
JPMorgan Chase 2005 - 2007
Misys 2004 - 2005
Morgan Stanley 1997 - 2003
Skills
Business Analysis, Analytical Skills, Financial Services, Project Management, Business Process..., Software Documentation, SDLC, Equities, Fee BIlling, Portfolio..., Relationship Management, Investment Banking, Microsoft Excel, Visio, User Acceptance Testing, Management, CRM, Derivatives, Process Improvement, Product Management, Risk Management, Requirements Analysis, Vendor Management, Digital
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.), International Business/Finance
Union College
Bachelor of Science (B.S.), Economics/Psychology, cum laude
JPMorgan Chase 2007 - 2014
JPMorgan Chase 2005 - 2007
Misys 2004 - 2005
Morgan Stanley 1997 - 2003
Skills
Business Analysis, Analytical Skills, Financial Services, Project Management, Business Process..., Software Documentation, SDLC, Equities, Fee BIlling, Portfolio..., Relationship Management, Investment Banking, Microsoft Excel, Visio, User Acceptance Testing, Management, CRM, Derivatives, Process Improvement, Product Management, Risk Management, Requirements Analysis, Vendor Management, Digital
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.), International Business/Finance
Union College
Bachelor of Science (B.S.), Economics/Psychology, cum laude
Bill Williams Bill Williams's Morgan Stanley Experience March 1997 - January 2000
Job Founder & CEO at BWG Strategy
Industry Events Services
Experience
BWG Strategy LLC June 2013 - Present
NYC Foundation for Cerebral Palsy August 2014 - Present
United Cerebral Palsy New York City March 2013 - Present
JNK Securities November 2006 - June 2013
Eagle Asset Management January 2004 - February 2006
CQ Partners January 2000 - December 2002
Morgan Stanley March 1997 - January 2000
Prudential Securities July 1995 - January 1997
Skills
Equity Research, Hedge Funds, Equities, Asset Managment, Investments, Networking, Coordinating Events, Portfolio Management, Securities, Financial Services, Mutual Funds, Strategy, Series 63, Mergers & Acquisitions, Leadership, Corporate Development, Alternative Investments, Risk Management, Derivatives, Asset Management, Trading, Equity Trading, Fixed Income, Executive Management, Cloud Computing, Financial Analysis, Venture Capital, Investment Strategies, Financial Modeling, Series 7, Panel Discussions, Due Diligence, FINRA, Thought Leadership, Program Management, Business Strategy, Capital Markets, Investment Advisory, Private Equity, Strategic Financial..., Event Planning, Emerging Markets, Financial Risk, Asset Allocation, Trading Systems, Options, Round Tables, Investment Banking, Entrepreneurship, Valuation
Education
University of Pennsylvania 1991 — 1995
Bachelor of Arts (B.A.), History
United States Air Force Academy 1990 — 1991
governor livingston regional high school 1986 — 1990
BWG Strategy LLC June 2013 - Present
NYC Foundation for Cerebral Palsy August 2014 - Present
United Cerebral Palsy New York City March 2013 - Present
JNK Securities November 2006 - June 2013
Eagle Asset Management January 2004 - February 2006
CQ Partners January 2000 - December 2002
Morgan Stanley March 1997 - January 2000
Prudential Securities July 1995 - January 1997
Skills
Equity Research, Hedge Funds, Equities, Asset Managment, Investments, Networking, Coordinating Events, Portfolio Management, Securities, Financial Services, Mutual Funds, Strategy, Series 63, Mergers & Acquisitions, Leadership, Corporate Development, Alternative Investments, Risk Management, Derivatives, Asset Management, Trading, Equity Trading, Fixed Income, Executive Management, Cloud Computing, Financial Analysis, Venture Capital, Investment Strategies, Financial Modeling, Series 7, Panel Discussions, Due Diligence, FINRA, Thought Leadership, Program Management, Business Strategy, Capital Markets, Investment Advisory, Private Equity, Strategic Financial..., Event Planning, Emerging Markets, Financial Risk, Asset Allocation, Trading Systems, Options, Round Tables, Investment Banking, Entrepreneurship, Valuation
Education
University of Pennsylvania 1991 — 1995
Bachelor of Arts (B.A.), History
United States Air Force Academy 1990 — 1991
governor livingston regional high school 1986 — 1990
Aaron Greeno Aaron Greeno's Morgan Stanley Experience February 2015 - Present
Job
Industry Real Estate
Experience
Morgan Stanley February 2015 - Present
Morgan Stanley January 2014 - February 2015
Morgan Stanley January 2011 - January 2014
Morgan Stanley September 2008 - January 2011
Morgan Stanley August 2007 - September 2008
Morgan Stanley June 2006 - August 2006
Proskauer Rose LLP May 2005 - August 2005
Education
UCLA Anderson School of Management 2005 — 2007
JD/MBA
University of California, Los Angeles - School of Law 2003 — 2007
JD/MBA
University of Miami 1999 — 2003
B.S.
Morgan Stanley February 2015 - Present
Morgan Stanley January 2014 - February 2015
Morgan Stanley January 2011 - January 2014
Morgan Stanley September 2008 - January 2011
Morgan Stanley August 2007 - September 2008
Morgan Stanley June 2006 - August 2006
Proskauer Rose LLP May 2005 - August 2005
Education
UCLA Anderson School of Management 2005 — 2007
JD/MBA
University of California, Los Angeles - School of Law 2003 — 2007
JD/MBA
University of Miami 1999 — 2003
B.S.
Katherine Lee Katherine Lee's Morgan Stanley Experience June 2005 - September 2005
Job Lead Product Manager at Zynga
Industry Marketing and Advertising
Experience
Zynga February 2015 - Present
Zynga July 2014 - February 2015
Zynga August 2013 - June 2014
Zynga June 2012 - September 2012
Deloitte September 2007 - March 2011
Deutsche Bank Alex Brown June 2006 - September 2006
Morgan Stanley June 2005 - September 2005
Skills
Financial Modeling, Google Analytics, Analytics, Data Analysis, Cross-functional Team..., Market Research, Product Management, Customer Insight, User Research, Competitive Analysis, Forecasting, Financial Analysis, Business Strategy, Auditing, Strategy
Education
UCLA Anderson School of Management 2011 — 2013
Master of Business Administration (MBA)
University of California, Los Angeles, College of Letters and Science 2003 — 2007
BA, Business Economics, Accounting
Zynga February 2015 - Present
Zynga July 2014 - February 2015
Zynga August 2013 - June 2014
Zynga June 2012 - September 2012
Deloitte September 2007 - March 2011
Deutsche Bank Alex Brown June 2006 - September 2006
Morgan Stanley June 2005 - September 2005
Skills
Financial Modeling, Google Analytics, Analytics, Data Analysis, Cross-functional Team..., Market Research, Product Management, Customer Insight, User Research, Competitive Analysis, Forecasting, Financial Analysis, Business Strategy, Auditing, Strategy
Education
UCLA Anderson School of Management 2011 — 2013
Master of Business Administration (MBA)
University of California, Los Angeles, College of Letters and Science 2003 — 2007
BA, Business Economics, Accounting
Richard Torykian, Jr Richard Torykian, Jr's Morgan Stanley Experience March 1993 - January 1995
Job Managing Director Institutional Marketing and Client Service at Brookfield Investment Management
Industry Investment Management
Experience
Brookfield Investment Management October 2005 - Present
Duncan- Hurst Capital Management June 2003 - October 2005
Signia Capital Management March 2002 - December 2002
Robertson Stephens and Company August 1997 - October 2001
Goldman Sachs June 1996 - August 1996
Morgan Stanley March 1993 - January 1995
Skills
Investments, Alternative Investments, Equities, Hedge Funds, Fixed Income, Asset Management, Capital Markets, Due Diligence, Institutional Sales, Real Assets, Mergers & Acquisitions, Institutional..., Capital Raising, Asset Allocation, Manage Client..., Marketing Strategy, Marketing Management
Education
UCLA Anderson School of Management 1995 — 1997
MBA
Yale University 1988 — 1992
BA, History
Chaminade High School 1984 — 1988
Brookfield Investment Management October 2005 - Present
Duncan- Hurst Capital Management June 2003 - October 2005
Signia Capital Management March 2002 - December 2002
Robertson Stephens and Company August 1997 - October 2001
Goldman Sachs June 1996 - August 1996
Morgan Stanley March 1993 - January 1995
Skills
Investments, Alternative Investments, Equities, Hedge Funds, Fixed Income, Asset Management, Capital Markets, Due Diligence, Institutional Sales, Real Assets, Mergers & Acquisitions, Institutional..., Capital Raising, Asset Allocation, Manage Client..., Marketing Strategy, Marketing Management
Education
UCLA Anderson School of Management 1995 — 1997
MBA
Yale University 1988 — 1992
BA, History
Chaminade High School 1984 — 1988
Ellen Craddock Ellen Craddock's Morgan Stanley Experience 2005 - Present
Job Executive Director, Human Resources at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2005 - Present
Global Crossing 2000 - 2005
Manpower Inc. 1998 - 2000
Skills
Talent Management, HRIS, Project Management, process engineering, PeopleSoft, Human Resources, Process Engineering, Succession Planning, Performance Management, Deferred Compensation, Employee Engagement, Onboarding
Education
University College London, U. of London 1994 — 1997
BA Hons, Geography
Morgan Stanley 2005 - Present
Global Crossing 2000 - 2005
Manpower Inc. 1998 - 2000
Skills
Talent Management, HRIS, Project Management, process engineering, PeopleSoft, Human Resources, Process Engineering, Succession Planning, Performance Management, Deferred Compensation, Employee Engagement, Onboarding
Education
University College London, U. of London 1994 — 1997
BA Hons, Geography
Jason Brizic Jason Brizic's Morgan Stanley Experience 2000 - 2001
Job Senior Systems Engineer at Torch Technologies, Inc.
Industry Defense & Space
Experience
Torch Technologies, Inc. March 2007 - Present
Lockheed Martin June 2004 - March 2007
University Mechanical 2003 - 2004
MGE UPS SYSTEMS 2002 - 2003
Morgan Stanley 2000 - 2001
US Army June 1995 - June 2000
Skills
Systems Engineering, Stock Picking, Gardening, Austrian economics, Blogging, Value Investing, Copywriting, Precious Metals, Permaculture, Defense, Analysis, Economics, Wordpress
Education
United States Military Academy at West Point 1991 — 1995
B.S., Environmental Studies, Systems Engineering
El Toro High School 1988 — 1991
Torch Technologies, Inc. March 2007 - Present
Lockheed Martin June 2004 - March 2007
University Mechanical 2003 - 2004
MGE UPS SYSTEMS 2002 - 2003
Morgan Stanley 2000 - 2001
US Army June 1995 - June 2000
Skills
Systems Engineering, Stock Picking, Gardening, Austrian economics, Blogging, Value Investing, Copywriting, Precious Metals, Permaculture, Defense, Analysis, Economics, Wordpress
Education
United States Military Academy at West Point 1991 — 1995
B.S., Environmental Studies, Systems Engineering
El Toro High School 1988 — 1991
Renata Cioth Mulder Renata Cioth Mulder's Morgan Stanley Experience February 2007 - May 2008
Job Fundraising; Communications; Nonprofit and Corporate experience
Industry Nonprofit Organization Management
Experience
The Ursuline School, New Rochelle July 2011 - Present
Women in Development, New York October 2009 - March 2012
Pax Christi Metro New York October 2008 - March 2012
buildOn February 2009 - May 2009
Morgan Stanley February 2007 - May 2008
Ignatian Volunteer Corps November 2005 - November 2007
Morgan Stanley July 1998 - February 2007
Education
The Foundation Center 2009 — 2009
Undoing Racism: Anti-Racism Training for Social Work Practitioners and Educators 2009 — 2009
UCLA Anderson School of Management
MBA, Finance
University of California, Los Angeles
B.A., French major, Russian minor
The Ursuline School, New Rochelle July 2011 - Present
Women in Development, New York October 2009 - March 2012
Pax Christi Metro New York October 2008 - March 2012
buildOn February 2009 - May 2009
Morgan Stanley February 2007 - May 2008
Ignatian Volunteer Corps November 2005 - November 2007
Morgan Stanley July 1998 - February 2007
Education
The Foundation Center 2009 — 2009
Undoing Racism: Anti-Racism Training for Social Work Practitioners and Educators 2009 — 2009
UCLA Anderson School of Management
MBA, Finance
University of California, Los Angeles
B.A., French major, Russian minor
Jim Worfolk Jim Worfolk's Morgan Stanley Experience 1997 - 2008
Job Principal @ Krekeler Brower Wealth Advisors
Industry Financial Services
Experience
Krekeler Brower Wealth Advisors LLC May 2010 - Present
MICG Investment Management January 2008 - May 2010
Morgan Stanley 1997 - 2008
Skills
Estate Planning, Financial Advisory, Maritime, Retirement Planning, Risk Management, Strategic Financial..., Asset Managment, Trading, Investments, Asset Allocation, Strategic Planning, Options, Wealth Management, Investment Advisory, Insurance, Finance
Education
United States Merchant Marine Academy 1983 — 1987
Bachelor of Science (B.S.), Marine Engineering
Krekeler Brower Wealth Advisors LLC May 2010 - Present
MICG Investment Management January 2008 - May 2010
Morgan Stanley 1997 - 2008
Skills
Estate Planning, Financial Advisory, Maritime, Retirement Planning, Risk Management, Strategic Financial..., Asset Managment, Trading, Investments, Asset Allocation, Strategic Planning, Options, Wealth Management, Investment Advisory, Insurance, Finance
Education
United States Merchant Marine Academy 1983 — 1987
Bachelor of Science (B.S.), Marine Engineering
Rohit Gupta Rohit Gupta's Morgan Stanley Experience January 2013 - April 2014
Job Front End Web Developer: Create Stunning User Experiences
Industry Computer Software
Experience
Web Developer August 2014 - Present
Morgan Stanley January 2013 - April 2014
VC Taskforce March 2012 - December 2012
Vayulogic, Inc. August 2009 - September 2012
Gerson Lehrman Group (GLG) August 2009 - December 2011
Palm June 2008 - January 2009
EyeTMedia February 2006 - June 2008
Credence August 2006 - January 2008
Credence April 2005 - July 2006
Schlumberger August 2000 - November 2004
Skills
Product Marketing, Mobile Devices, Start-ups, Strategy, Competitive Analysis, Product Management, SaaS, Negotiation, Product Development, Marketing Strategy, Cross-functional Team..., Cloud Computing, Entrepreneurship, New Business Development, Mobile Marketing, Market Research, Management, Project Management, Analytics, Leadership, Social Media, Strategic Planning, Business Development, Marketing, Strategic Partnerships, Market Analysis, Digital Marketing, Business Intelligence, Sales, Online Marketing, Lead Generation, Financial Modeling, Venture Capital, Capital Markets, Corporate Finance, SQL, Account Management, JavaScript, Ruby on Rails, User Interface Design, jQuery, HTML5, AngularJS, KnockoutJS, Git, iPhone Application..., Xcode, Swift
Education
Udacity 2014 — 2015
Front-End Web Developer Nanodegree™, Computer Software Engineering - Creating Stunning User Experiences
University of California, Santa Barbara 1992 — 1998
Ph.D., Mechanical/Chemical Engineering
University of California, Santa Barbara 1990 — 1992
M.S., Mechanical Engineering
Indian Institute of Technology (BHU) Varanasi 1986 — 1990
Bachelor of Technology (B.Tech.), Mechanical Engineering
Delhi Public School - R. K. Puram 1983 — 1985
High School, Physics, Math, Chemistry, Engineering Drawing and English
Web Developer August 2014 - Present
Morgan Stanley January 2013 - April 2014
VC Taskforce March 2012 - December 2012
Vayulogic, Inc. August 2009 - September 2012
Gerson Lehrman Group (GLG) August 2009 - December 2011
Palm June 2008 - January 2009
EyeTMedia February 2006 - June 2008
Credence August 2006 - January 2008
Credence April 2005 - July 2006
Schlumberger August 2000 - November 2004
Skills
Product Marketing, Mobile Devices, Start-ups, Strategy, Competitive Analysis, Product Management, SaaS, Negotiation, Product Development, Marketing Strategy, Cross-functional Team..., Cloud Computing, Entrepreneurship, New Business Development, Mobile Marketing, Market Research, Management, Project Management, Analytics, Leadership, Social Media, Strategic Planning, Business Development, Marketing, Strategic Partnerships, Market Analysis, Digital Marketing, Business Intelligence, Sales, Online Marketing, Lead Generation, Financial Modeling, Venture Capital, Capital Markets, Corporate Finance, SQL, Account Management, JavaScript, Ruby on Rails, User Interface Design, jQuery, HTML5, AngularJS, KnockoutJS, Git, iPhone Application..., Xcode, Swift
Education
Udacity 2014 — 2015
Front-End Web Developer Nanodegree™, Computer Software Engineering - Creating Stunning User Experiences
University of California, Santa Barbara 1992 — 1998
Ph.D., Mechanical/Chemical Engineering
University of California, Santa Barbara 1990 — 1992
M.S., Mechanical Engineering
Indian Institute of Technology (BHU) Varanasi 1986 — 1990
Bachelor of Technology (B.Tech.), Mechanical Engineering
Delhi Public School - R. K. Puram 1983 — 1985
High School, Physics, Math, Chemistry, Engineering Drawing and English
Peter Kempf's Morgan Stanley Experience June 1994 - September 1994
Job Director of Strategy at Wonderful Company
Industry Consumer Goods
Experience
Wonderful Company September 2012 - Present
RF Nano October 2007 - August 2012
EHS Partners January 2011 - March 2012
CardioCura Inc. July 2005 - September 2007
Conexant Systems Inc May 2000 - July 2005
McKinsey & Company May 1991 - May 2000
Morgan Stanley June 1994 - September 1994
Skills
Strategy Development, Corporate Development, Mergers, Business Strategy, New Business Development, Management Consulting, Turnaround Situations, Turn Around Management, Nanotechnology, Strategic Alliances, Product Development, Strategy, Executive Management, Management, Mergers & Acquisitions, Leadership, Cross-functional Team..., Start-ups, Strategic Partnerships, Product Management, Enterprise Software, Program Management, CRM, Change Management, SaaS, P&L Management, Competitive Analysis, Strategic Planning, Entrepreneurship, Business Development, Product Marketing, Marketing, Venture Capital, Wireless, Go-to-market Strategy, Analytics, Business Process..., Business Planning, Acquisition Integration, Strategic Consulting, Operations Management, Technology, Due Diligence, International Business, Market Analysis, Marketing Strategy, Consulting, E-commerce, Process Improvement, Market Research
Education
UCLA Anderson School of Management 1993 — 1995
MBA
University of California, Los Angeles 1993 — 1995
MBA
University of Southern California 1989 — 1990
MSEE
University of Minnesota 1985 — 1989
BEE
Wonderful Company September 2012 - Present
RF Nano October 2007 - August 2012
EHS Partners January 2011 - March 2012
CardioCura Inc. July 2005 - September 2007
Conexant Systems Inc May 2000 - July 2005
McKinsey & Company May 1991 - May 2000
Morgan Stanley June 1994 - September 1994
Skills
Strategy Development, Corporate Development, Mergers, Business Strategy, New Business Development, Management Consulting, Turnaround Situations, Turn Around Management, Nanotechnology, Strategic Alliances, Product Development, Strategy, Executive Management, Management, Mergers & Acquisitions, Leadership, Cross-functional Team..., Start-ups, Strategic Partnerships, Product Management, Enterprise Software, Program Management, CRM, Change Management, SaaS, P&L Management, Competitive Analysis, Strategic Planning, Entrepreneurship, Business Development, Product Marketing, Marketing, Venture Capital, Wireless, Go-to-market Strategy, Analytics, Business Process..., Business Planning, Acquisition Integration, Strategic Consulting, Operations Management, Technology, Due Diligence, International Business, Market Analysis, Marketing Strategy, Consulting, E-commerce, Process Improvement, Market Research
Education
UCLA Anderson School of Management 1993 — 1995
MBA
University of California, Los Angeles 1993 — 1995
MBA
University of Southern California 1989 — 1990
MSEE
University of Minnesota 1985 — 1989
BEE
Shengyu Jin Shengyu Jin's Morgan Stanley Experience June 2015 - August 2015
Job MBA Candidate at UCLA Anderson
Industry Financial Services
Experience
Morgan Stanley June 2015 - August 2015
LLinks Law Offices 2008 - 2013
LLinks Law Offices 2007 - 2008
Skills
IPO, M&A, Legal Analysis, Legal Documentation, Negociation, DCF, Emerging Market, Deal Structure Design, Comparable Company..., Capital Market, Financial Analysis, Government Relationship..., PRC Bar
Education
UCLA Anderson School of Management 2014 — 2016
Full time MBA, Master of Business Administration (M.B.A.)
Fudan University 2004 — 2008
Law, Bachelor of Laws (LL.B.)
Morgan Stanley June 2015 - August 2015
LLinks Law Offices 2008 - 2013
LLinks Law Offices 2007 - 2008
Skills
IPO, M&A, Legal Analysis, Legal Documentation, Negociation, DCF, Emerging Market, Deal Structure Design, Comparable Company..., Capital Market, Financial Analysis, Government Relationship..., PRC Bar
Education
UCLA Anderson School of Management 2014 — 2016
Full time MBA, Master of Business Administration (M.B.A.)
Fudan University 2004 — 2008
Law, Bachelor of Laws (LL.B.)
Jacob Shelton Jacob Shelton's Morgan Stanley Experience July 2010 - May 2012
Job Farmer Services at Farm Bureau Insurance of Tennessee
Industry Financial Services
Experience
Farm Bureau Insurance of Tennessee September 2012 - Present
Morgan Stanley July 2010 - May 2012
First State Bank/ LPL Financial August 2009 - July 2010
Morgan Keegan November 2006 - August 2009
Morgan Keegan August 2005 - November 2006
Skills
Small Business, Financial Services, Retirement Planning, Sales Presentations, New Business Development, Series 7, B2B, Insurance, Investments, Portfolio Management, Sales, Finance, Fixed Annuities, Retirement, IRAs, Financial Analysis, Risk Management, Strategic Financial..., Leadership, Selling, Sales Operations, Sales Management
Education
Union University 2001 — 2005
Bachelor of Science in Business Administration, Management/Marketing
Farm Bureau Insurance of Tennessee September 2012 - Present
Morgan Stanley July 2010 - May 2012
First State Bank/ LPL Financial August 2009 - July 2010
Morgan Keegan November 2006 - August 2009
Morgan Keegan August 2005 - November 2006
Skills
Small Business, Financial Services, Retirement Planning, Sales Presentations, New Business Development, Series 7, B2B, Insurance, Investments, Portfolio Management, Sales, Finance, Fixed Annuities, Retirement, IRAs, Financial Analysis, Risk Management, Strategic Financial..., Leadership, Selling, Sales Operations, Sales Management
Education
Union University 2001 — 2005
Bachelor of Science in Business Administration, Management/Marketing
Casey Maxfield Casey Maxfield's Morgan Stanley Experience June 2006 - December 2006
Job Sr. Manager, Treasury at Vivint Solar
Industry Financial Services
Experience
Vivint Solar April 2015 - Present
Select Portfolio Servicing, Inc. December 2006 - April 2015
Morgan Stanley June 2006 - December 2006
UBS Financial Services May 2004 - May 2005
US Army May 1999 - May 2004
Skills
Treasury Management, Liquidity Management, Corporate Finance, Financial Reporting, Process Improvement, Asset-backed..., Business Relationship..., Quantitative Research, Decision Analysis, Personnel Management, Staff Development
Education
United States Military Academy at West Point 1996 — 1999
Bachelor of Science (B.Sc.), Management, Computer Science
Vivint Solar April 2015 - Present
Select Portfolio Servicing, Inc. December 2006 - April 2015
Morgan Stanley June 2006 - December 2006
UBS Financial Services May 2004 - May 2005
US Army May 1999 - May 2004
Skills
Treasury Management, Liquidity Management, Corporate Finance, Financial Reporting, Process Improvement, Asset-backed..., Business Relationship..., Quantitative Research, Decision Analysis, Personnel Management, Staff Development
Education
United States Military Academy at West Point 1996 — 1999
Bachelor of Science (B.Sc.), Management, Computer Science
Cosimo de' Medici's Morgan Stanley Experience June 2011 - July 2011
Job Ninja
Industry Computer & Network Security
Experience
VML June 2013 - July 2013
VML January 2012 - March 2012
Morgan Stanley June 2011 - July 2011
Camperio Sim S.p.A. January 2010 - March 2010
Skills
Linux, Hacking etico, C, Python, Information Security, Networking, HTML5, JavaScript, CSS, Linguaggio assembly x86, Social media marketing, Digital Strategy, Digital Marketing, Advertising, Online Advertising, Creative Strategy, Online Marketing, Creative Direction, Programming, Web Design, Web Development, Web Project Management, Java, Test di penetrazione, C#, Bash, Microsoft Office
Education
UCLA Extension 2014 — 2015
Certificate, Computer Systems Analysis, Application Programming
European Business School (EBS) - London 2010 — 2014
Bachelor's degree, International Business Management
Universidad San Pablo-CEU 2012 — 2013
SPA, International Business
Taunton school 2008 — 2010
International Baccalaureate, 28
VML June 2013 - July 2013
VML January 2012 - March 2012
Morgan Stanley June 2011 - July 2011
Camperio Sim S.p.A. January 2010 - March 2010
Skills
Linux, Hacking etico, C, Python, Information Security, Networking, HTML5, JavaScript, CSS, Linguaggio assembly x86, Social media marketing, Digital Strategy, Digital Marketing, Advertising, Online Advertising, Creative Strategy, Online Marketing, Creative Direction, Programming, Web Design, Web Development, Web Project Management, Java, Test di penetrazione, C#, Bash, Microsoft Office
Education
UCLA Extension 2014 — 2015
Certificate, Computer Systems Analysis, Application Programming
European Business School (EBS) - London 2010 — 2014
Bachelor's degree, International Business Management
Universidad San Pablo-CEU 2012 — 2013
SPA, International Business
Taunton school 2008 — 2010
International Baccalaureate, 28
Stephen Branscom, MBA Stephen Branscom, MBA's Morgan Stanley Experience 1985 - 2007
Job Senior Account Recruiter
Industry Financial Services
Experience
Self Employed July 2015 - Present
CARRINGTON GARRETT EXECUTIVE SEARCH October 2013 - July 2015
Tax and Financial Group 2011 - 2012
Federal Financial Group 2010 - 2011
GH Auto Brokerage 2007 - 2009
Morgan Stanley 1985 - 2007
Skills
Team Leadership, Sales, Project Management, Operations Management, Financial Analysis, Management, Process Improvement, Inventory Management, Marketing Strategy, Business Strategy, Leadership, Retail, Leadership Development, Business Planning, Start-ups, Strategy, Business Development, Risk Management, Training, Cross-functional Team..., Entrepreneurship, Finance, Investments, Portfolio Management, Mergers & Acquisitions, Asset Management, Strategic Financial..., Small Business, Business Analysis, Financial Modeling, Financial Planning, Account Management, Recruiting
Education
University of Washington 1981 — 1983
Master of Business Administration (MBA)
United States Military Academy at West Point
Bachelor of Science (BS), General Engineering
University of Washington, Michael G. Foster School of Business
Master of Business Administration (MBA), Business Administration
Self Employed July 2015 - Present
CARRINGTON GARRETT EXECUTIVE SEARCH October 2013 - July 2015
Tax and Financial Group 2011 - 2012
Federal Financial Group 2010 - 2011
GH Auto Brokerage 2007 - 2009
Morgan Stanley 1985 - 2007
Skills
Team Leadership, Sales, Project Management, Operations Management, Financial Analysis, Management, Process Improvement, Inventory Management, Marketing Strategy, Business Strategy, Leadership, Retail, Leadership Development, Business Planning, Start-ups, Strategy, Business Development, Risk Management, Training, Cross-functional Team..., Entrepreneurship, Finance, Investments, Portfolio Management, Mergers & Acquisitions, Asset Management, Strategic Financial..., Small Business, Business Analysis, Financial Modeling, Financial Planning, Account Management, Recruiting
Education
University of Washington 1981 — 1983
Master of Business Administration (MBA)
United States Military Academy at West Point
Bachelor of Science (BS), General Engineering
University of Washington, Michael G. Foster School of Business
Master of Business Administration (MBA), Business Administration
Omar Ramos's Morgan Stanley Experience June 2011 - April 2013
Job Special Situations Associate at UBS
Industry Investment Banking
Experience
UBS Investment Bank July 2013 - Present
Morgan Stanley June 2011 - April 2013
Bank of America Merrill Lynch July 2010 - August 2010
Bank of America Merrill Lynch August 2009 - December 2009
Skills
Social Networking, Relationship Building, Social Skills, Interpersonal..., People Skills, People-oriented, Relationship Development, Mentoring, Investment Banking, Microsoft Excel, Financial Modeling, Capital IQ, Microsoft Office, Bloomberg Terminal, Valuation, SNL, Spanish, DCF Valuation, Property & Casualty..., M&A experience, Credit Risk, Credit Analysis, Syndications, Underwriting, Secured Financing, Private Funding, Principal Investing, Loans, Covenant Compliance, Collateral Management, Due Diligence, Drafting Agreements, Series 7, Series 63, Series 79, Business Networking, Advising People
Education
University of California, Irvine 2006 — 2011
Bachelors of Arts, Economics and Accounting, 3.9 Overall GPA
UCLA Anderson School of Management
N/A, Accounting, 4.0
UBS Investment Bank July 2013 - Present
Morgan Stanley June 2011 - April 2013
Bank of America Merrill Lynch July 2010 - August 2010
Bank of America Merrill Lynch August 2009 - December 2009
Skills
Social Networking, Relationship Building, Social Skills, Interpersonal..., People Skills, People-oriented, Relationship Development, Mentoring, Investment Banking, Microsoft Excel, Financial Modeling, Capital IQ, Microsoft Office, Bloomberg Terminal, Valuation, SNL, Spanish, DCF Valuation, Property & Casualty..., M&A experience, Credit Risk, Credit Analysis, Syndications, Underwriting, Secured Financing, Private Funding, Principal Investing, Loans, Covenant Compliance, Collateral Management, Due Diligence, Drafting Agreements, Series 7, Series 63, Series 79, Business Networking, Advising People
Education
University of California, Irvine 2006 — 2011
Bachelors of Arts, Economics and Accounting, 3.9 Overall GPA
UCLA Anderson School of Management
N/A, Accounting, 4.0
Armando Pedroza's Morgan Stanley Experience 1987 - 1987
Job SVP National Director, Citizens Restaurant Finance
Industry Financial Services
Experience
Citizens Commercial Banking July 2010 - Present
Citibank Franchise Finance 1999 - August 2008
Citicorp 1990 - 1998
Morgan Stanley 1987 - 1987
Deloitte & Touche 1982 - 1986
Skills
Portfolio Management, Loans, Finance, Banking, Sales Management, Accountants, CRM, Leadership, Management, Financial Analysis, Business Development, Credit, Investments, Real Estate, Product Development, Mergers & Acquisitions
Education
UCLA Anderson School of Management 1986 — 1988
MBA, Marketing / Finance
University of California, Los Angeles 1978 — 1982
BA, Business - Economics
Citizens Commercial Banking July 2010 - Present
Citibank Franchise Finance 1999 - August 2008
Citicorp 1990 - 1998
Morgan Stanley 1987 - 1987
Deloitte & Touche 1982 - 1986
Skills
Portfolio Management, Loans, Finance, Banking, Sales Management, Accountants, CRM, Leadership, Management, Financial Analysis, Business Development, Credit, Investments, Real Estate, Product Development, Mergers & Acquisitions
Education
UCLA Anderson School of Management 1986 — 1988
MBA, Marketing / Finance
University of California, Los Angeles 1978 — 1982
BA, Business - Economics
Seth Cheikin Seth Cheikin's Morgan Stanley Experience April 2008 - December 2008
Job Financial Advisor, Edward Jones
Industry Financial Services
Experience
Edward Jones March 2009 - Present
Morgan Stanley April 2008 - December 2008
New England Mortgage Company September 2006 - April 2008
Cafe Diva November 1998 - July 2005
Education
Union College 1991 — 1995
BS, Psychology, Physics
Edward Jones March 2009 - Present
Morgan Stanley April 2008 - December 2008
New England Mortgage Company September 2006 - April 2008
Cafe Diva November 1998 - July 2005
Education
Union College 1991 — 1995
BS, Psychology, Physics
Dana Hermansen Dana Hermansen's Morgan Stanley Experience 1983 - 1986
Job President, Founder at Synergy Advisory Services, LLC
Industry Venture Capital & Private Equity
Experience
Synergy Advisory Services, LLC 2012 - Present
Sentire Group 2008 - 2011
Agilent Technologies 2004 - 2008
Hewlett-Packard 1993 - 2002
Morgan Stanley 1983 - 1986
Skills
Innovation Management, Relationship Management, Risk Management, Team Building, Process Improvement, Start-ups, Strategy, Mergers & Acquisitions, Cross-functional Team..., Venture Capital, Business Development, Executive Management, Management, Finance, Strategic Planning, Leadership, Corporate Development, Due Diligence, Portfolio Management, Negotiation, Strategic Partnerships, Investments, Private Equity, Competitive Analysis, Business Strategy
Education
UCLA Anderson School of Management 1986 — 1988
MBA, Finance and marketing
University of California, Berkeley
BA, Political Science
Synergy Advisory Services, LLC 2012 - Present
Sentire Group 2008 - 2011
Agilent Technologies 2004 - 2008
Hewlett-Packard 1993 - 2002
Morgan Stanley 1983 - 1986
Skills
Innovation Management, Relationship Management, Risk Management, Team Building, Process Improvement, Start-ups, Strategy, Mergers & Acquisitions, Cross-functional Team..., Venture Capital, Business Development, Executive Management, Management, Finance, Strategic Planning, Leadership, Corporate Development, Due Diligence, Portfolio Management, Negotiation, Strategic Partnerships, Investments, Private Equity, Competitive Analysis, Business Strategy
Education
UCLA Anderson School of Management 1986 — 1988
MBA, Finance and marketing
University of California, Berkeley
BA, Political Science
Michael Cook, CFP® Michael Cook, CFP®'s Morgan Stanley Experience April 2001 - February 2008
Job Senior Vice President Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. February 2008 - Present
Morgan Stanley April 2001 - February 2008
Education
Union College 1996 — 2000
Bachelor, Managerial Economics
UBS Financial Services, Inc. February 2008 - Present
Morgan Stanley April 2001 - February 2008
Education
Union College 1996 — 2000
Bachelor, Managerial Economics
Bernd Steinebrunner, CFP® Bernd Steinebrunner, CFP®'s Morgan Stanley Experience January 2006 - December 2008
Job Financial Planner, Financial Services Representative
Industry Financial Services
Experience
RDS Wealth Management, an office of MetLife April 2015 - Present
MetLife December 2008 - Present
Morgan Stanley January 2006 - December 2008
ITT Industries December 2002 - December 2005
STM Wireless August 1999 - November 2002
Bosch Telecom August 1988 - September 1999
Skills
Comprehensive Financial..., Retirement Planning, Investment Advisory..., Estate Planning, Personal Financial..., Personal Tax Planning, Protection Planning, Cashflow Management
Education
Tax College 2005 — 2005
Tax preparer, US Federal and CA state tax
UCLA, Anderson School of Business 2001 — 2002
Executive Education Business Administration
Fachhochschule Ulm, Germany 1983 — 1988
BSEE, Electrical Engineering
RDS Wealth Management, an office of MetLife April 2015 - Present
MetLife December 2008 - Present
Morgan Stanley January 2006 - December 2008
ITT Industries December 2002 - December 2005
STM Wireless August 1999 - November 2002
Bosch Telecom August 1988 - September 1999
Skills
Comprehensive Financial..., Retirement Planning, Investment Advisory..., Estate Planning, Personal Financial..., Personal Tax Planning, Protection Planning, Cashflow Management
Education
Tax College 2005 — 2005
Tax preparer, US Federal and CA state tax
UCLA, Anderson School of Business 2001 — 2002
Executive Education Business Administration
Fachhochschule Ulm, Germany 1983 — 1988
BSEE, Electrical Engineering
Charles Rubenfeld's Morgan Stanley Experience June 2014 - Present
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Morgan Stanley June 2013 - August 2013
The Council of Economic Advisers (CEA) at The White House June 2012 - August 2012
Skills
Economic Research, Macroeconomics, Microsoft Excel, Econometrics, Fixed Income, Monetary Policy, Corporate Finance, ArcGIS, Haver, Data Analysis, Stata, Strategy, Bloomberg, Eviews, Series 7, Series 63, Foreign Exchange, Analysis
Education
University of Pennsylvania 2010 — 2014
Bachelor of Arts (BA), Economics Major (with Honors), Political Science Minor, Summa Cum Laude
University College London, U. of London 2012 — 2012
Economics
Jericho High School 2006 — 2010
Morgan Stanley June 2014 - Present
Morgan Stanley June 2013 - August 2013
The Council of Economic Advisers (CEA) at The White House June 2012 - August 2012
Skills
Economic Research, Macroeconomics, Microsoft Excel, Econometrics, Fixed Income, Monetary Policy, Corporate Finance, ArcGIS, Haver, Data Analysis, Stata, Strategy, Bloomberg, Eviews, Series 7, Series 63, Foreign Exchange, Analysis
Education
University of Pennsylvania 2010 — 2014
Bachelor of Arts (BA), Economics Major (with Honors), Political Science Minor, Summa Cum Laude
University College London, U. of London 2012 — 2012
Economics
Jericho High School 2006 — 2010
Guy Macias's Morgan Stanley Experience 2005 - 2009
Job Director of Sales at Sipp.
Industry Consumer Goods
Experience
Sipp Eco Beverage February 2014 - Present
GOBIE h2o 2012 - 2014
Market Street Partners 2011 - 2012
Sports Gift Inc. 2010 - 2011
Morgan Stanley 2005 - 2009
Partnervest Financial Group, LLC 2004 - 2005
Bacara Resort & Spa 2004 - 2004
Merrill Lynch 2003 - 2004
Starwood Hotels & Resorts Worldwide, Inc. 2002 - 2004
Skills
Business Development, New Business Development, Investments, Financial Analysis, Business Strategy, Business Analysis, Investor Relations, Financial Modeling, Strategy, Portfolio Management, Market Research, Marketing, Competitive Analysis, Strategic Consulting, Creative Pitching, Marketing Strategy, Product Marketing, Product Development, Negotiation
Education
University of California, Santa Barbara
Bachelor's Degree, Business/Managerial Economics
UCLA Extension
Business Development
Sipp Eco Beverage February 2014 - Present
GOBIE h2o 2012 - 2014
Market Street Partners 2011 - 2012
Sports Gift Inc. 2010 - 2011
Morgan Stanley 2005 - 2009
Partnervest Financial Group, LLC 2004 - 2005
Bacara Resort & Spa 2004 - 2004
Merrill Lynch 2003 - 2004
Starwood Hotels & Resorts Worldwide, Inc. 2002 - 2004
Skills
Business Development, New Business Development, Investments, Financial Analysis, Business Strategy, Business Analysis, Investor Relations, Financial Modeling, Strategy, Portfolio Management, Market Research, Marketing, Competitive Analysis, Strategic Consulting, Creative Pitching, Marketing Strategy, Product Marketing, Product Development, Negotiation
Education
University of California, Santa Barbara
Bachelor's Degree, Business/Managerial Economics
UCLA Extension
Business Development
Brett Musser's Morgan Stanley Experience June 2012 - August 2012
Job J.D. Candidate, University of San Diego School of Law
Industry Legal Services
Experience
Zeta Beta Tau November 2012 - November 2013
Wells Fargo Securities June 2013 - August 2013
Morgan Stanley June 2012 - August 2012
Skills
Microsoft Excel, Public Speaking, Interpersonal..., Leadership, Financial Modeling, Analysis, Capital IQ, Project Management, Event Planning, Bloomberg Terminal, Social Media, Corporate Finance, Customer Service, Entrepreneurship, Investments, Marketing Strategy, Mergers & Acquisitions, Microsoft Office, PowerPoint
Education
University of San Diego School of Law 2015 — 2018
Juris Doctor (J.D.)
UF Hough Graduate School of Business 2014 — 2015
Master’s Degree, Finance
University of Florida 2010 — 2014
Bachelor of Science, Finance
Zeta Beta Tau November 2012 - November 2013
Wells Fargo Securities June 2013 - August 2013
Morgan Stanley June 2012 - August 2012
Skills
Microsoft Excel, Public Speaking, Interpersonal..., Leadership, Financial Modeling, Analysis, Capital IQ, Project Management, Event Planning, Bloomberg Terminal, Social Media, Corporate Finance, Customer Service, Entrepreneurship, Investments, Marketing Strategy, Mergers & Acquisitions, Microsoft Office, PowerPoint
Education
University of San Diego School of Law 2015 — 2018
Juris Doctor (J.D.)
UF Hough Graduate School of Business 2014 — 2015
Master’s Degree, Finance
University of Florida 2010 — 2014
Bachelor of Science, Finance
Leslie Robus Leslie Robus's Morgan Stanley Experience November 2004 - October 2006
Job Client Relations Representative at Wood Financial Group
Industry Financial Services
Experience
Wood Financial Group December 2012 - Present
Scottrade May 2011 - October 2012
Scottrade October 2006 - May 2011
Morgan Stanley November 2004 - October 2006
First Tennessee Bank May 2000 - May 2004
Skills
Event Planning, Administrative..., Management, Customer Service, Windows 7, Banking, Outlook, Microsoft Office, Microsoft Excel, Microsoft Word, Visio, PowerPoint, Office Management, Microsoft Office 2007, Photoshop, Digital Photography, Invoice Processing, Purchase Orders, Staff Supervision, Supervising, Human Resources, Events, GoldMine CRM, Financial Services, REIT, Windows 8
Education
Union University 2000 — 2004
Bachelor of Science (BS), Business Administration and Management, General
Wood Financial Group December 2012 - Present
Scottrade May 2011 - October 2012
Scottrade October 2006 - May 2011
Morgan Stanley November 2004 - October 2006
First Tennessee Bank May 2000 - May 2004
Skills
Event Planning, Administrative..., Management, Customer Service, Windows 7, Banking, Outlook, Microsoft Office, Microsoft Excel, Microsoft Word, Visio, PowerPoint, Office Management, Microsoft Office 2007, Photoshop, Digital Photography, Invoice Processing, Purchase Orders, Staff Supervision, Supervising, Human Resources, Events, GoldMine CRM, Financial Services, REIT, Windows 8
Education
Union University 2000 — 2004
Bachelor of Science (BS), Business Administration and Management, General
John R. Bellack John R. Bellack's Morgan Stanley Experience 1983 - 1986
Job CoPresident and Chief Investment Officer at JB Matteson, Inc.
Industry Real Estate
Experience
JB Matteson, Inc. March 2006 - Present
Invesco November 1997 - February 2006
Pacific Life February 1996 - October 1997
RREEF May 1989 - February 1996
Morgan Stanley 1983 - 1986
Skills
Investments, Portfolio Management, Real Estate Investment, Real Estate Finance, Change Management, Real Estate Economics, Investment Properties, Due Diligence, Valuation, Asset Managment, Asset Management, Disposition, Brokerage, Real Estate Development, Leases, Corporate Real Estate, Commercial Real Estate, Real Estate, Property Management, Real Estate Financing, Real Estate Transactions, Investors, Tenant, Acquisitions, Location Intelligence, Finance
Education
University of California, Los Angeles - The Anderson School of Management 1987 — 1989
M.B.A., Business
Yale University 1979 — 1983
B.A., Economics
JB Matteson, Inc. March 2006 - Present
Invesco November 1997 - February 2006
Pacific Life February 1996 - October 1997
RREEF May 1989 - February 1996
Morgan Stanley 1983 - 1986
Skills
Investments, Portfolio Management, Real Estate Investment, Real Estate Finance, Change Management, Real Estate Economics, Investment Properties, Due Diligence, Valuation, Asset Managment, Asset Management, Disposition, Brokerage, Real Estate Development, Leases, Corporate Real Estate, Commercial Real Estate, Real Estate, Property Management, Real Estate Financing, Real Estate Transactions, Investors, Tenant, Acquisitions, Location Intelligence, Finance
Education
University of California, Los Angeles - The Anderson School of Management 1987 — 1989
M.B.A., Business
Yale University 1979 — 1983
B.A., Economics
Christopher Ayoub's Morgan Stanley Experience 2008 - 2011
Job President at RealManage
Industry Real Estate
Experience
RealManage January 2015 - Present
Pavaso 2013 - September 2014
KPMG 2013 - 2013
US Armed Forces 2003 - 2013
Morgan Stanley 2008 - 2011
Skills
Military, Security Clearance, Microsoft Office, Military Operations, DoD, Microsoft Excel, Strategic Planning, Command, Program Management, Customer Service, Military Experience, Team Leadership, Project Management, Army, Team Building, Air Force, Consulting, Financial Services, Defense, National Security, Information Assurance, Security, Leadership, Training, Management Consulting, Management, Contracting Officer..., Group Leadership, Operational Planning, Intelligence Analysis, Intelligence, Government Contracting, Force Protection, Organizational..., Weapons, Tactics, Military Training, C4ISR, Electronic Warfare, Counterterrorism, Navy, Security+, Homeland Security, SIGINT, Special Operations, Military Logistics, High Performance Teams, Government, Top Secret, Leadership Development
Education
Webster University 2003 — 2007
Master of Business Administration (M.B.A.), Business Administration and Management, General
United States Air Force Academy 1999 — 2003
Bachelor of Science (BS), Business Administration and Management, General
RealManage January 2015 - Present
Pavaso 2013 - September 2014
KPMG 2013 - 2013
US Armed Forces 2003 - 2013
Morgan Stanley 2008 - 2011
Skills
Military, Security Clearance, Microsoft Office, Military Operations, DoD, Microsoft Excel, Strategic Planning, Command, Program Management, Customer Service, Military Experience, Team Leadership, Project Management, Army, Team Building, Air Force, Consulting, Financial Services, Defense, National Security, Information Assurance, Security, Leadership, Training, Management Consulting, Management, Contracting Officer..., Group Leadership, Operational Planning, Intelligence Analysis, Intelligence, Government Contracting, Force Protection, Organizational..., Weapons, Tactics, Military Training, C4ISR, Electronic Warfare, Counterterrorism, Navy, Security+, Homeland Security, SIGINT, Special Operations, Military Logistics, High Performance Teams, Government, Top Secret, Leadership Development
Education
Webster University 2003 — 2007
Master of Business Administration (M.B.A.), Business Administration and Management, General
United States Air Force Academy 1999 — 2003
Bachelor of Science (BS), Business Administration and Management, General
Jeffrey Kim's Morgan Stanley Experience July 1998 - June 2000
Job Vice President at Visa
Industry Financial Services
Experience
Visa March 2015 - Present
Mubadala Development Company October 2009 - August 2014
Galleon Private Equity Fund April 2007 - March 2009
Motorola January 2006 - April 2007
OCLARO (formerly Avanex) June 2000 - November 2005
Morgan Stanley July 1998 - June 2000
Education
University of Pennsylvania - The Wharton School
Master of Business Administration, Finance, General
United States Military Academy
Bachelor of Science. General Engineering Curriculum, Economics
Visa March 2015 - Present
Mubadala Development Company October 2009 - August 2014
Galleon Private Equity Fund April 2007 - March 2009
Motorola January 2006 - April 2007
OCLARO (formerly Avanex) June 2000 - November 2005
Morgan Stanley July 1998 - June 2000
Education
University of Pennsylvania - The Wharton School
Master of Business Administration, Finance, General
United States Military Academy
Bachelor of Science. General Engineering Curriculum, Economics
Stock, David Stock, David's Morgan Stanley Experience August 2006 - July 2008
Job Director Advisor Services at AthenaInvest
Industry Investment Management
Experience
AthenaInvest January 2014 - Present
Check Six Capital August 2008 - Present
Morgan Stanley August 2006 - July 2008
United States Air Force May 1996 - May 2006
Skills
Investments, Fixed Income, Financial Modeling, Hedge Funds, Portfolio Management, Asset Managment, Financial Analysis, Asset Management, Alternative Investments, Series 7, Risk Management, Equities, Valuation, Securities, Executive Management
Education
University of Colorado Colorado Springs 2003 — 2005
MBA, Finance
United States Air Force Academy 1992 — 1996
Bachelor of Science (BS), Aerospace, Aeronautical and Astronautical Engineering
AthenaInvest January 2014 - Present
Check Six Capital August 2008 - Present
Morgan Stanley August 2006 - July 2008
United States Air Force May 1996 - May 2006
Skills
Investments, Fixed Income, Financial Modeling, Hedge Funds, Portfolio Management, Asset Managment, Financial Analysis, Asset Management, Alternative Investments, Series 7, Risk Management, Equities, Valuation, Securities, Executive Management
Education
University of Colorado Colorado Springs 2003 — 2005
MBA, Finance
United States Air Force Academy 1992 — 1996
Bachelor of Science (BS), Aerospace, Aeronautical and Astronautical Engineering
Max Goldman Max Goldman's Morgan Stanley Experience 2004 - 2006
Job VP, Product at REX Real Estate Exchange, Inc.
Industry Internet
Experience
REX - Real Estate Exchange, Inc. August 2015 - Present
BeyondCurious November 2012 - July 2015
UCLA Anderson School of Management June 2013 - December 2013
SapientNitro December 2010 - October 2012
Sapient October 2008 - December 2010
Sapient October 2006 - December 2007
Morgan Stanley 2004 - 2006
Skills
Cross-functional Team..., Digital Marketing, User Experience, Product Management, Web Analytics, E-commerce, Strategy, Leadership, Analytics, Digital Strategy, Agile Project Management, Competitive Analysis, Mobile Devices, Strategic Partnerships, Mobile Marketing, CRM, Marketing Strategy, Mobile Applications, Digital Media
Education
UCLA Anderson School of Management 2011 — 2014
Master of Business Administration (M.B.A.), Finance & Entrepreneurship
University of California, Los Angeles 2002 — 2006
Bachelor of Arts, Business Economics
REX - Real Estate Exchange, Inc. August 2015 - Present
BeyondCurious November 2012 - July 2015
UCLA Anderson School of Management June 2013 - December 2013
SapientNitro December 2010 - October 2012
Sapient October 2008 - December 2010
Sapient October 2006 - December 2007
Morgan Stanley 2004 - 2006
Skills
Cross-functional Team..., Digital Marketing, User Experience, Product Management, Web Analytics, E-commerce, Strategy, Leadership, Analytics, Digital Strategy, Agile Project Management, Competitive Analysis, Mobile Devices, Strategic Partnerships, Mobile Marketing, CRM, Marketing Strategy, Mobile Applications, Digital Media
Education
UCLA Anderson School of Management 2011 — 2014
Master of Business Administration (M.B.A.), Finance & Entrepreneurship
University of California, Los Angeles 2002 — 2006
Bachelor of Arts, Business Economics
Benjamin Shuford's Morgan Stanley Experience June 2013 - July 2015
Job Analyst at Woodson Capital Management
Industry Investment Management
Experience
Woodson Capital Management July 2015 - Present
Morgan Stanley June 2013 - July 2015
Edgeview Partners May 2012 - August 2012
White Oak Partners October 2011 - May 2012
Broyhill Asset Management June 2011 - August 2011
Office of Congressman Patrick McHenry May 2009 - May 2009
McHenry for Congress June 2008 - August 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, Financial Analysis, Marketing Strategy, Social Media, Leadership, Facebook, Social Networking, Mergers & Acquisitions, Financial Modeling, Investment Banking, LBO, Capital Markets, Bloomberg, Equities, Corporate Finance, Private Equity, Hedge Funds, Bloomberg Terminal, Portuguese
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2013
BS, Business Administration and Management, General
United States Military Academy at West Point 2009 — 2011
Episcopal High School 2005 — 2009
Woodson Capital Management July 2015 - Present
Morgan Stanley June 2013 - July 2015
Edgeview Partners May 2012 - August 2012
White Oak Partners October 2011 - May 2012
Broyhill Asset Management June 2011 - August 2011
Office of Congressman Patrick McHenry May 2009 - May 2009
McHenry for Congress June 2008 - August 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, Financial Analysis, Marketing Strategy, Social Media, Leadership, Facebook, Social Networking, Mergers & Acquisitions, Financial Modeling, Investment Banking, LBO, Capital Markets, Bloomberg, Equities, Corporate Finance, Private Equity, Hedge Funds, Bloomberg Terminal, Portuguese
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2013
BS, Business Administration and Management, General
United States Military Academy at West Point 2009 — 2011
Episcopal High School 2005 — 2009
Olga Bykhovsky Olga Bykhovsky's Morgan Stanley Experience June 2015 - Present
Job HR Generalist at Morgan Stanley
Industry Human Resources
Experience
Morgan Stanley June 2015 - Present
Morgan Stanley January 2014 - May 2015
GE April 2012 - December 2013
General Electric March 2011 - March 2012
Skills
HRIS, Employee Benefits, Mergers & Acquisitions, Process Improvement, PeopleSoft, Cross-functional Team..., Employee Relations, Mergers, Project Management, Benefits Administration, Acquisition Integration, Six Sigma, Workday, Taleo, Troubleshooting, Payroll, Human Resources, Microsoft Office, PowerPoint, Microsoft Excel, Leadership, Onboarding, Management, Performance Management, Talent Management
Education
Union Graduate College 2011 — 2013
MBA
University at Albany, SUNY 2007 — 2011
B.S
Morgan Stanley June 2015 - Present
Morgan Stanley January 2014 - May 2015
GE April 2012 - December 2013
General Electric March 2011 - March 2012
Skills
HRIS, Employee Benefits, Mergers & Acquisitions, Process Improvement, PeopleSoft, Cross-functional Team..., Employee Relations, Mergers, Project Management, Benefits Administration, Acquisition Integration, Six Sigma, Workday, Taleo, Troubleshooting, Payroll, Human Resources, Microsoft Office, PowerPoint, Microsoft Excel, Leadership, Onboarding, Management, Performance Management, Talent Management
Education
Union Graduate College 2011 — 2013
MBA
University at Albany, SUNY 2007 — 2011
B.S
Rich Haerle Rich Haerle's Morgan Stanley Experience August 2011 - September 2014
Job
Industry Financial Services
Experience
Deutsche Bank September 2014 - Present
Morgan Stanley August 2011 - September 2014
Morgan Stanley May 2008 - August 2011
Morgan Stanley August 2001 - July 2005
Pfizer July 1997 - August 2001
Education
UCLA Anderson School of Management 1999 — 2001
Master of Business Administration (MBA)
UCLA 1997 — 1999
Master of Public Health (M.P.H.), Healthcare Policy and Management
UCLA 1992 — 1996
Bachelor of Science (B.Sc.), Biology, General
Deutsche Bank September 2014 - Present
Morgan Stanley August 2011 - September 2014
Morgan Stanley May 2008 - August 2011
Morgan Stanley August 2001 - July 2005
Pfizer July 1997 - August 2001
Education
UCLA Anderson School of Management 1999 — 2001
Master of Business Administration (MBA)
UCLA 1997 — 1999
Master of Public Health (M.P.H.), Healthcare Policy and Management
UCLA 1992 — 1996
Bachelor of Science (B.Sc.), Biology, General
Connor McManus Connor McManus's Morgan Stanley Experience June 2013 - August 2013
Job Settlements Associate at SMBC Capital Markets, Inc.
Industry Financial Services
Experience
SMBC Capital Markets October 2014 - Present
Morgan Stanley June 2013 - August 2013
Hilton Capital Managment June 2012 - December 2012
Skills
Market Research, Investments, Microsoft Excel, PowerPoint, Research, Financial Analysis, Microsoft Office, Microsoft Word, Corporate Finance, Microsoft Works, E-Views, Bloomberg Software, Bloomberg Terminal, Regression Analysis, Gretl, Fixed Income, Accounting, Economics
Education
Union College 2010 — 2014
Bachelor of Arts (BA), Economics
Union Graduate College
Bachelor of Arts (B.A.), Accounting and Finance
CAPA International Education Centre (London, UK) 2013 — 2013
Kellenberg Memorial High School 2007 — 2010
SMBC Capital Markets October 2014 - Present
Morgan Stanley June 2013 - August 2013
Hilton Capital Managment June 2012 - December 2012
Skills
Market Research, Investments, Microsoft Excel, PowerPoint, Research, Financial Analysis, Microsoft Office, Microsoft Word, Corporate Finance, Microsoft Works, E-Views, Bloomberg Software, Bloomberg Terminal, Regression Analysis, Gretl, Fixed Income, Accounting, Economics
Education
Union College 2010 — 2014
Bachelor of Arts (BA), Economics
Union Graduate College
Bachelor of Arts (B.A.), Accounting and Finance
CAPA International Education Centre (London, UK) 2013 — 2013
Kellenberg Memorial High School 2007 — 2010
Stephen Owen Stephen Owen's Morgan Stanley Experience April 2005 - March 2014
Job Portfolio Manger at Engineer's Gate
Industry Financial Services
Experience
Engineer's Gate April 2014 - Present
Morgan Stanley April 2005 - March 2014
Morgan Stanley August 2000 - April 2005
Skills
Fixed Income, Investments, Portfolio Management, Equities, C++, High Performance..., High Frequency Trading, Machine Learning, SAS programming, Statistical Data..., Trading Systems, Quantitative Investing, Equity Trading, Quantitative Finance, Credit Derivatives, Derivatives, Hedge Funds, Trading, Electronic Trading
Education
University College London, U. of London 1996 — 2000
Doctor of Philosophy (PhD), Theoretical Physics
Engineer's Gate April 2014 - Present
Morgan Stanley April 2005 - March 2014
Morgan Stanley August 2000 - April 2005
Skills
Fixed Income, Investments, Portfolio Management, Equities, C++, High Performance..., High Frequency Trading, Machine Learning, SAS programming, Statistical Data..., Trading Systems, Quantitative Investing, Equity Trading, Quantitative Finance, Credit Derivatives, Derivatives, Hedge Funds, Trading, Electronic Trading
Education
University College London, U. of London 1996 — 2000
Doctor of Philosophy (PhD), Theoretical Physics
Bronagh Sorota's Morgan Stanley Experience October 2005 - March 2007
Job Sr Software Engineer at Redhat
Industry Computer Software
Experience
Redhat June 2013 - Present
VAlign Software April 2007 - September 2012
Morgan Stanley October 2005 - March 2007
SMARTS October 2002 - October 2005
Riversoft September 1998 - September 2002
Skills
Professional Services, Cloud Computing, SaaS, Start-ups, Enterprise Software, Virtualization
Education
Ulster University 1994 — 1998
BSc (Hons) Computer Science, Computer Science
Redhat June 2013 - Present
VAlign Software April 2007 - September 2012
Morgan Stanley October 2005 - March 2007
SMARTS October 2002 - October 2005
Riversoft September 1998 - September 2002
Skills
Professional Services, Cloud Computing, SaaS, Start-ups, Enterprise Software, Virtualization
Education
Ulster University 1994 — 1998
BSc (Hons) Computer Science, Computer Science
David Bruner's Morgan Stanley Experience November 1995 - January 2009
Job Vice PresidentWealth Management, UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. January 2009 - Present
St Martin's Hospitality Center 2008 - 2013
Morgan Stanley November 1995 - January 2009
Education
United States Military Academy at West Point 1984 — 1988
BS, Engineering
UBS Financial Services, Inc. January 2009 - Present
St Martin's Hospitality Center 2008 - 2013
Morgan Stanley November 1995 - January 2009
Education
United States Military Academy at West Point 1984 — 1988
BS, Engineering
Gary Ladrido's Morgan Stanley Experience 2007 - 2010
Job Managing Director at Renewable Advisors, LLC
Industry Renewables & Environment
Experience
Renewable Advisors, LLC February 2010 - Present
Morgan Stanley 2007 - 2010
Skills
Investment Banking, Capital Raises, Project Finance, Cleantech, Renewable Energy, Clean Technology, Private Placements, Venture Capital, Sustainable Energy
Education
UCLA Anderson School of Management
University of Southern California
Renewable Advisors, LLC February 2010 - Present
Morgan Stanley 2007 - 2010
Skills
Investment Banking, Capital Raises, Project Finance, Cleantech, Renewable Energy, Clean Technology, Private Placements, Venture Capital, Sustainable Energy
Education
UCLA Anderson School of Management
University of Southern California
Shamus O'Shea's Morgan Stanley Experience 2009 - 2010
Job Sales at Intuit
Industry Logistics and Supply Chain
Experience
Intuit March 2014 - Present
Scion Restaurant April 2013 - September 2013
General Maritime Corp 2011 - 2012
Glencore 2011 - 2011
Morgan Stanley 2009 - 2010
Horizon Lines 2008 - 2009
Skills
Sales, Pipelines, Freight, Logistics Management, Petroleum, Logistics, Strategic Planning, Maritime, Customer Service, Public Speaking
Education
United States Merchant Marine Academy 2004 — 2008
Bachelor of Science (BS), Logistics and Intermodal Transportation
Intuit March 2014 - Present
Scion Restaurant April 2013 - September 2013
General Maritime Corp 2011 - 2012
Glencore 2011 - 2011
Morgan Stanley 2009 - 2010
Horizon Lines 2008 - 2009
Skills
Sales, Pipelines, Freight, Logistics Management, Petroleum, Logistics, Strategic Planning, Maritime, Customer Service, Public Speaking
Education
United States Merchant Marine Academy 2004 — 2008
Bachelor of Science (BS), Logistics and Intermodal Transportation
Evelyn Chen's Morgan Stanley Experience October 2004 - December 2004
Job Director, Corporate Development at SpecMetal Inc.
Industry Wholesale
Experience
Spec-Metal Inc. September 2012 - Present
Spec-Metal Inc. June 2010 - August 2012
Spec-Metal Inc. January 2008 - May 2010
The Knot.Inc/WeddingChannel.com May 2005 - April 2007
Morgan Stanley October 2004 - December 2004
Skills
Sage, Great Plains Software, Strategic Planning, Strategic Financial..., Business Analysis, Financial Reporting, Business Planning, Risk Assessment, Contractors, Project Planning, Outsourcing, Cost Management, Production Planning, Contractual Agreements, Purchasing, Sales Operations, Leadership, Six Sigma, Manufacturing..., Lean Manufacturing, Finance, Business Development, Strategy, Microsoft Dynamics GP, Program Management, Product Marketing, Project Management, Financial Planning
Education
UCLA Anderson School of Management 2012 — 2013
MDE Program
University of California, Davis 2001 — 2005
BS, Managerial Economics
Spec-Metal Inc. September 2012 - Present
Spec-Metal Inc. June 2010 - August 2012
Spec-Metal Inc. January 2008 - May 2010
The Knot.Inc/WeddingChannel.com May 2005 - April 2007
Morgan Stanley October 2004 - December 2004
Skills
Sage, Great Plains Software, Strategic Planning, Strategic Financial..., Business Analysis, Financial Reporting, Business Planning, Risk Assessment, Contractors, Project Planning, Outsourcing, Cost Management, Production Planning, Contractual Agreements, Purchasing, Sales Operations, Leadership, Six Sigma, Manufacturing..., Lean Manufacturing, Finance, Business Development, Strategy, Microsoft Dynamics GP, Program Management, Product Marketing, Project Management, Financial Planning
Education
UCLA Anderson School of Management 2012 — 2013
MDE Program
University of California, Davis 2001 — 2005
BS, Managerial Economics
Anthony Pontosky's Morgan Stanley Experience September 2012 - June 2014
Job Compliance Officer Global Financial Crimes at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase June 2014 - Present
Morgan Stanley September 2012 - June 2014
Merrill Lynch Global Wealth Management June 2011 - August 2011
Ameriprise Financial January 2011 - April 2011
Education
Union College 2008 — 2012
Bachelor of Arts (B.A.), Economics
Union College
Bachelor of Arts, Economics
JPMorgan Chase June 2014 - Present
Morgan Stanley September 2012 - June 2014
Merrill Lynch Global Wealth Management June 2011 - August 2011
Ameriprise Financial January 2011 - April 2011
Education
Union College 2008 — 2012
Bachelor of Arts (B.A.), Economics
Union College
Bachelor of Arts, Economics
Chris Chiodo Chris Chiodo's Morgan Stanley Experience January 2015 - June 2015
Job Client Service Associate at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management July 2015 - Present
Morgan Stanley January 2015 - June 2015
Morgan Stanley October 2012 - December 2014
Morgan Stanley November 2011 - September 2012
Triogem Asset Management November 2010 - December 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Research, Public Speaking, Management, Customer Service, Event Planning, Series 7, Financial Modeling, Data Analysis, Economics, Investments, Risk Management
Education
Union College 2007 — 2011
BS, Economics
Scarsdale High School 2003 — 2007
Morgan Stanley Private Wealth Management July 2015 - Present
Morgan Stanley January 2015 - June 2015
Morgan Stanley October 2012 - December 2014
Morgan Stanley November 2011 - September 2012
Triogem Asset Management November 2010 - December 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Research, Public Speaking, Management, Customer Service, Event Planning, Series 7, Financial Modeling, Data Analysis, Economics, Investments, Risk Management
Education
Union College 2007 — 2011
BS, Economics
Scarsdale High School 2003 — 2007
Matthew Ursillo's Morgan Stanley Experience June 2013 - Present
Job Fixed Income Trading Assistant at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2013 - Present
Education
Union College 2008 — 2012
BA
Intercultura 2009 — 2009
Abroad Program
CLIC International School 2008 — 2008
Summer Abroad Program
Scarsdale High School 2004 — 2008
High School Diploma
Morgan Stanley June 2013 - Present
Education
Union College 2008 — 2012
BA
Intercultura 2009 — 2009
Abroad Program
CLIC International School 2008 — 2008
Summer Abroad Program
Scarsdale High School 2004 — 2008
High School Diploma
Brian Gornick Brian Gornick's Morgan Stanley Experience June 2008 - August 2008
Job Private Equity Investor at Golden Gate Capital
Industry Investment Management
Experience
Golden Gate Capital August 2012 - Present
Accel-KKR August 2009 - August 2012
KANA Software April 2011 - April 2012
Morgan Stanley June 2008 - August 2008
United States Air Force May 2002 - July 2007
Multiple Teams August 2002 - May 2007
USA Hockey 2003 - 2003
Skills
Private Equity, Business Development, Investment Banking, Air Force
Education
United States Air Force Academy
Bachelor's Degree, Operations Research (Math, Computer Science and Economics)
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA)
Golden Gate Capital August 2012 - Present
Accel-KKR August 2009 - August 2012
KANA Software April 2011 - April 2012
Morgan Stanley June 2008 - August 2008
United States Air Force May 2002 - July 2007
Multiple Teams August 2002 - May 2007
USA Hockey 2003 - 2003
Skills
Private Equity, Business Development, Investment Banking, Air Force
Education
United States Air Force Academy
Bachelor's Degree, Operations Research (Math, Computer Science and Economics)
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA)
Jonathan Daplyn Jonathan Daplyn's Morgan Stanley Experience July 2012 - Present
Job Head Derivatives Clearing at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2012 - Present
Morgan Stanley July 2009 - July 2012
Morgan Stanley April 2008 - July 2009
Morgan Stanley June 2006 - May 2008
Morgan Stanley February 2004 - June 2006
Morgan Stanley January 2003 - February 2004
Morgan Stanley January 1999 - December 2002
Morgan Stanley July 1998 - December 1998
Morgan Stanley December 1997 - June 1998
Morgan Stanley April 1997 - November 1997
Education
UCL 1993 — 1996
B.Sc. (Hons), Economics and Statistics
Morgan Stanley July 2012 - Present
Morgan Stanley July 2009 - July 2012
Morgan Stanley April 2008 - July 2009
Morgan Stanley June 2006 - May 2008
Morgan Stanley February 2004 - June 2006
Morgan Stanley January 2003 - February 2004
Morgan Stanley January 1999 - December 2002
Morgan Stanley July 1998 - December 1998
Morgan Stanley December 1997 - June 1998
Morgan Stanley April 1997 - November 1997
Education
UCL 1993 — 1996
B.Sc. (Hons), Economics and Statistics
Frank Barbarino's Morgan Stanley Experience 1999 - 2001
Job Investment Strategist | Alternative Assets Due Diligence Professional | Private Investor
Industry Financial Services
Experience
Goldman Sachs June 2014 - Present
The Carlyle Group November 2012 - February 2014
NEPC June 2008 - November 2012
Fix Asset Management 2007 - 2007
Nationwide Financial 2002 - 2007
Morgan Stanley 1999 - 2001
Skills
Alternative Investments, Hedge Funds, Investments, Portfolio Management, Asset Management, Due Diligence, Strategy, Analysis, Management, Asset Allocation, Equities, Fixed Income, Private Equity, Asset Managment, Financial Markets, Finance, Institutional..., Long/Short Equity, Commodity, Investment Strategies, Bonds, Financial Modeling, Fund Of Funds, Wealth Management, Trading, Investment Advisory, Traders, Investment Management, Venture Capital, Investment Banking, Corporate Finance, Pension Funds, Securities, Series 7, Emerging Markets, Mutual Funds, Financial Services, Equity Research
Education
University of Rochester 2001 — 2003
MBA, Finance
Union College 1994 — 1998
BA, Economics and Music
Goldman Sachs June 2014 - Present
The Carlyle Group November 2012 - February 2014
NEPC June 2008 - November 2012
Fix Asset Management 2007 - 2007
Nationwide Financial 2002 - 2007
Morgan Stanley 1999 - 2001
Skills
Alternative Investments, Hedge Funds, Investments, Portfolio Management, Asset Management, Due Diligence, Strategy, Analysis, Management, Asset Allocation, Equities, Fixed Income, Private Equity, Asset Managment, Financial Markets, Finance, Institutional..., Long/Short Equity, Commodity, Investment Strategies, Bonds, Financial Modeling, Fund Of Funds, Wealth Management, Trading, Investment Advisory, Traders, Investment Management, Venture Capital, Investment Banking, Corporate Finance, Pension Funds, Securities, Series 7, Emerging Markets, Mutual Funds, Financial Services, Equity Research
Education
University of Rochester 2001 — 2003
MBA, Finance
Union College 1994 — 1998
BA, Economics and Music
Matthias Autrata Matthias Autrata's Morgan Stanley Experience July 2013 - Present
Job Executive Director at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley July 2013 - Present
UBS August 2011 - June 2013
Deutsche Bank March 2006 - August 2011
TenSixtyfour March 2003 - March 2006
ABN AMRO Services Company May 1997 - March 2003
Bank of America October 1995 - April 1997
Symmetrix Inc December 1994 - September 1995
Open Vision Technologies February 1994 - November 1994
Open Software Foundation February 1990 - February 1994
Skills
Enterprise Architecture, IT Strategy, Cloud Computing, SOA, Agile Methodologies, Architecture, Middleware, Distributed Systems, Strategy, Application Architecture, Enterprise Software, Architectures, Information Architecture, Software Project..., SaaS, Program Management, Infrastructure, Integration, System Architecture, Operational Efficiency, Data Architecture, Business Intelligence, Unix, IT Management, Data Modeling, Enterprise Management..., System Monitoring, Software Development, Leadership, Management, Consulting, Data Warehousing, Governance, Big Data, ESM, Solution Architecture
Education
Universität Ulm 1980 — 1990
Doctorate, Mathematics
University of Southern California 1983 — 1985
MsC, Mathematics
Morgan Stanley July 2013 - Present
UBS August 2011 - June 2013
Deutsche Bank March 2006 - August 2011
TenSixtyfour March 2003 - March 2006
ABN AMRO Services Company May 1997 - March 2003
Bank of America October 1995 - April 1997
Symmetrix Inc December 1994 - September 1995
Open Vision Technologies February 1994 - November 1994
Open Software Foundation February 1990 - February 1994
Skills
Enterprise Architecture, IT Strategy, Cloud Computing, SOA, Agile Methodologies, Architecture, Middleware, Distributed Systems, Strategy, Application Architecture, Enterprise Software, Architectures, Information Architecture, Software Project..., SaaS, Program Management, Infrastructure, Integration, System Architecture, Operational Efficiency, Data Architecture, Business Intelligence, Unix, IT Management, Data Modeling, Enterprise Management..., System Monitoring, Software Development, Leadership, Management, Consulting, Data Warehousing, Governance, Big Data, ESM, Solution Architecture
Education
Universität Ulm 1980 — 1990
Doctorate, Mathematics
University of Southern California 1983 — 1985
MsC, Mathematics
Wai-en Leong's Morgan Stanley Experience 2008 - 2008
Job MBA Candidate at UCLA Anderson
Industry Accounting
Experience
KPMG US January 2011 - Present
KPMG Vietnam March 2014 - May 2014
Alvarez and Marsal January 2009 - December 2010
Morgan Stanley 2008 - 2008
Northwestern Mutual Life 2007 - 2008
Education
UCLA Anderson School of Management 2015 — 2017
Master of Business Administration (MBA)
University of California, Davis
B.S. in Managerial Economics, B.A. in Psychology
KPMG US January 2011 - Present
KPMG Vietnam March 2014 - May 2014
Alvarez and Marsal January 2009 - December 2010
Morgan Stanley 2008 - 2008
Northwestern Mutual Life 2007 - 2008
Education
UCLA Anderson School of Management 2015 — 2017
Master of Business Administration (MBA)
University of California, Davis
B.S. in Managerial Economics, B.A. in Psychology
Daniel Villanova Daniel Villanova's Morgan Stanley Experience December 2010 - September 2011
Job Broker at Quincannon Associates Inc.
Industry Financial Services
Experience
Quincannon Associates Inc. September 2011 - Present
Morgan Stanley December 2010 - September 2011
Vane Brothers Company December 2007 - December 2010
Skills
Leadership, Negotiation, Freight, Trading, Investments, Financial Analysis, Maritime, Strategic Planning, Planning, Commodity, Sales, Management, Shipping, Microsoft Office, Logistics, Petroleum
Education
United States Merchant Marine Academy
Bachelors of Science, Logistics and Intermodal Transportation
Quincannon Associates Inc. September 2011 - Present
Morgan Stanley December 2010 - September 2011
Vane Brothers Company December 2007 - December 2010
Skills
Leadership, Negotiation, Freight, Trading, Investments, Financial Analysis, Maritime, Strategic Planning, Planning, Commodity, Sales, Management, Shipping, Microsoft Office, Logistics, Petroleum
Education
United States Merchant Marine Academy
Bachelors of Science, Logistics and Intermodal Transportation
Steven Toomey's Morgan Stanley Experience 2002 - 2004
Job
Industry Financial Services
Experience
Tech Futures Group 2013 - 2015
BitPagos 2013 - 2015
Evolve CFO 2012 - 2015
Citigroup 2010 - 2012
Citigroup 2008 - 2010
Cisco Systems June 2007 - August 2007
Bank of America 2004 - 2005
Morgan Stanley 2002 - 2004
Skills
Financial Modeling, Portfolio Management, Equities, Entrepreneurship, Accounting, Reporting..., Financial Strategy and..., Raising Equity Capital..., Equity Research, Equity Valuation, Securing Debt Capital..., Fundamental Analysis, Underwriting / Credit /..., Business Plan..., Competitive Analysis, Strategy, Business Development, Investments, Financial Analysis, Venture Capital, Valuation, Finance, Start-ups, Due Diligence, Analysis, Leadership, Executive Management, Management, Banking, Private Equity
Education
University of California, Los Angeles - The Anderson School of Management 2006 — 2008
MBA, Finance & Entrepreneurship
University of Puget Sound 1996 — 2000
Bachelor of Arts (B.A.), Business and Public Administration (honors)
Frankfurt International High School 1994 — 1996
International Baccalaureate, Macro Economics
Tech Futures Group 2013 - 2015
BitPagos 2013 - 2015
Evolve CFO 2012 - 2015
Citigroup 2010 - 2012
Citigroup 2008 - 2010
Cisco Systems June 2007 - August 2007
Bank of America 2004 - 2005
Morgan Stanley 2002 - 2004
Skills
Financial Modeling, Portfolio Management, Equities, Entrepreneurship, Accounting, Reporting..., Financial Strategy and..., Raising Equity Capital..., Equity Research, Equity Valuation, Securing Debt Capital..., Fundamental Analysis, Underwriting / Credit /..., Business Plan..., Competitive Analysis, Strategy, Business Development, Investments, Financial Analysis, Venture Capital, Valuation, Finance, Start-ups, Due Diligence, Analysis, Leadership, Executive Management, Management, Banking, Private Equity
Education
University of California, Los Angeles - The Anderson School of Management 2006 — 2008
MBA, Finance & Entrepreneurship
University of Puget Sound 1996 — 2000
Bachelor of Arts (B.A.), Business and Public Administration (honors)
Frankfurt International High School 1994 — 1996
International Baccalaureate, Macro Economics
Robert Lumley's Morgan Stanley Experience 1985 - 1987
Job
Industry Renewables & Environment
Experience
AirLoom Energy 2014 - Present
KiteFarms 2009 - 2013
Haystack Systems 1992 - 2003
Chemoil Corporation 1990 - 1992
Morgan Stanley 1985 - 1987
Skills
Entrepreneurship, Start-ups, Venture Capital, Business Development, Strategic Planning, Strategy
Education
UCLA Anderson School of Management 1987 — 1989
Master of Business Administration (M.B.A.), Finance
Williams College 1981 — 1985
BA, Economics, Chemistry
Cortland High School
Cortland High School
AirLoom Energy 2014 - Present
KiteFarms 2009 - 2013
Haystack Systems 1992 - 2003
Chemoil Corporation 1990 - 1992
Morgan Stanley 1985 - 1987
Skills
Entrepreneurship, Start-ups, Venture Capital, Business Development, Strategic Planning, Strategy
Education
UCLA Anderson School of Management 1987 — 1989
Master of Business Administration (M.B.A.), Finance
Williams College 1981 — 1985
BA, Economics, Chemistry
Cortland High School
Cortland High School
Eric Giang's Morgan Stanley Experience April 2012 - June 2014
Job Vice President at Citi
Industry Financial Services
Experience
Citi January 2015 - Present
J.P. Morgan June 2014 - December 2014
Morgan Stanley April 2012 - June 2014
IBM January 2008 - April 2012
IBM July 2004 - December 2007
General Electric January 2004 - June 2004
IBM June 2003 - November 2003
Skills
Pricing Strategy, Financial Planning, Software Development, Financial Modeling, Strategic Financial..., Valuation, Business Analysis, Acquisition Integration, Data Analysis, Fixed Income, Capital Markets, Analytics, Equities, Investments, Bloomberg, Due Diligence, Forecasting, Finance, Investment Banking, Essbase, Corporate Finance, Cross-functional Team..., Financial Analysis, Strategy, Business Process..., Management Consulting, Mergers & Acquisitions, Risk Management, Derivatives, Business Strategy, Analysis, Competitive Analysis, Business Development
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA
Union Graduate College 2003 — 2004
Masters
Union College 1999 — 2003
Bachelors
Citi January 2015 - Present
J.P. Morgan June 2014 - December 2014
Morgan Stanley April 2012 - June 2014
IBM January 2008 - April 2012
IBM July 2004 - December 2007
General Electric January 2004 - June 2004
IBM June 2003 - November 2003
Skills
Pricing Strategy, Financial Planning, Software Development, Financial Modeling, Strategic Financial..., Valuation, Business Analysis, Acquisition Integration, Data Analysis, Fixed Income, Capital Markets, Analytics, Equities, Investments, Bloomberg, Due Diligence, Forecasting, Finance, Investment Banking, Essbase, Corporate Finance, Cross-functional Team..., Financial Analysis, Strategy, Business Process..., Management Consulting, Mergers & Acquisitions, Risk Management, Derivatives, Business Strategy, Analysis, Competitive Analysis, Business Development
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA
Union Graduate College 2003 — 2004
Masters
Union College 1999 — 2003
Bachelors
Barbara Rosove's Morgan Stanley Experience March 1995 - March 2005
Job Financial Advisor at Crowell Weedon
Industry Financial Services
Experience
Crowell Weedon & Co. March 2005 - Present
Morgan Stanley March 1995 - March 2005
Education
UCLA Anderson School of Management 1977 — 1979
MBA, Marketing
University of California, Berkeley 1969 — 1974
psychology, child development and education
Crowell Weedon & Co. March 2005 - Present
Morgan Stanley March 1995 - March 2005
Education
UCLA Anderson School of Management 1977 — 1979
MBA, Marketing
University of California, Berkeley 1969 — 1974
psychology, child development and education
Ravindra Akhud's Morgan Stanley Experience April 2003 - March 2007
Job Vice President CIB Technology at J.P.Morgan
Industry Financial Services
Experience
J.P. Morgan January 2015 - Present
Citi November 2013 - December 2014
Broadridge November 2011 - September 2013
UBS Investment Bank March 2007 - November 2011
Morgan Stanley April 2003 - March 2007
Tata Consultancy Services February 1999 - March 2003
Skills
Systems/Business..., Project Management, Complex Problem Solving, Staff..., Data/System Migration, Business Process Design, Solutions Engineering, Strategic Business..., Process Improvement, Equity Investment &..., Financial Services, Agile Methodology, Resource Allocation, Requirements Gathering, Data Warehousing, ITIL, Business Process, Business Analysis, ETL, Analysis, PMP, Strategy, Requirements Analysis, SDLC, IT Service Management, Unix, Sybase, Database Design, Agile Methodologies
Education
Union Graduate College 1997 — 1998
MS, Computer Science
University of Mumbai 1992 — 1996
BE, Computer Engineering
Ramnivas Ruia Junior College 1990 — 1992
HSC
Balmohan Vidyamandir 1978 — 1990
J.P. Morgan January 2015 - Present
Citi November 2013 - December 2014
Broadridge November 2011 - September 2013
UBS Investment Bank March 2007 - November 2011
Morgan Stanley April 2003 - March 2007
Tata Consultancy Services February 1999 - March 2003
Skills
Systems/Business..., Project Management, Complex Problem Solving, Staff..., Data/System Migration, Business Process Design, Solutions Engineering, Strategic Business..., Process Improvement, Equity Investment &..., Financial Services, Agile Methodology, Resource Allocation, Requirements Gathering, Data Warehousing, ITIL, Business Process, Business Analysis, ETL, Analysis, PMP, Strategy, Requirements Analysis, SDLC, IT Service Management, Unix, Sybase, Database Design, Agile Methodologies
Education
Union Graduate College 1997 — 1998
MS, Computer Science
University of Mumbai 1992 — 1996
BE, Computer Engineering
Ramnivas Ruia Junior College 1990 — 1992
HSC
Balmohan Vidyamandir 1978 — 1990
Jon Tower, CFA's Morgan Stanley Experience January 2008 - April 2012
Job Analyst at Surveyor Capital
Industry Financial Services
Experience
Surveyor Capital April 2012 - Present
Morgan Stanley January 2008 - April 2012
CIBC World Markets April 2005 - 2008
Bear Stearns July 2001 - April 2005
Skills
Hedge Funds, Valuation, Equity Research, Equities, Asset Managment, Investments, Bloomberg, Financial Modeling, Capital Markets, Financial Analysis, Portfolio Management, Equity Valuation
Education
Union College 1997 — 2001
BS, Biochemistry
Surveyor Capital April 2012 - Present
Morgan Stanley January 2008 - April 2012
CIBC World Markets April 2005 - 2008
Bear Stearns July 2001 - April 2005
Skills
Hedge Funds, Valuation, Equity Research, Equities, Asset Managment, Investments, Bloomberg, Financial Modeling, Capital Markets, Financial Analysis, Portfolio Management, Equity Valuation
Education
Union College 1997 — 2001
BS, Biochemistry
Seth Okun's Morgan Stanley Experience 2013 - 2013
Job CERTIFIED FINANCIAL PLANNER™
Industry Investment Management
Experience
West Coast Financial 2013 - Present
Morgan Stanley 2013 - 2013
Ankle & Foot Centers of Tampa Bay 1984 - 2007
Skills
Retirement Planning, Investments, Alternative Investments, Series 7, Asset Allocation, Investment Strategies, Asset Management, Equities, Mutual Funds
Education
University of South Florida 2007 — 2009
CERTIFIED FINANCIAL PLANNER™
Temple University School of Podiatric Medicine 1978 — 1982
Doctor of Podiatric Medicine
Union College 1974 — 1978
Bachelor's degree, Chemistry and Economics
West Coast Financial 2013 - Present
Morgan Stanley 2013 - 2013
Ankle & Foot Centers of Tampa Bay 1984 - 2007
Skills
Retirement Planning, Investments, Alternative Investments, Series 7, Asset Allocation, Investment Strategies, Asset Management, Equities, Mutual Funds
Education
University of South Florida 2007 — 2009
CERTIFIED FINANCIAL PLANNER™
Temple University School of Podiatric Medicine 1978 — 1982
Doctor of Podiatric Medicine
Union College 1974 — 1978
Bachelor's degree, Chemistry and Economics
Robert Smalley's Morgan Stanley Experience 1994 - 1998
Job Executive Director, UBS Securities LLC
Industry Financial Services
Experience
UBS Securities LLC June 2010 - Present
JP Morgan Asset Management 2009 - 2010
Cura Capital Management 2006 - 2008
FrontPoint Partners, LLC 2004 - 2006
Clinton Group 2002 - 2004
HSBC 1998 - 2002
Morgan Stanley 1994 - 1998
Lehman Brothers 1991 - 1994
American Express 1989 - 1991
KBW 1986 - 1989
Skills
Credit, Portfolio Management, Security Analysis, Fixed Income Research, Fixed Income, Hedge Funds, CDS, Debt, Relative Value, Buy-side, Financial Institutions, Bonds, Derivatives, Credit Derivatives, Credit Analysis, Financial Analysis, Financial Markets, Capital Structure, Series 7, Fixed Income Analysis, Investments, Capital Markets, Trading, Equities, High Yield, Credit Risk, Investment Banking, Bloomberg, Securities, Equity Derivatives, Financial Risk, Asset Management, Emerging Markets, Banking, Alternative Investments, Options, Structured Products, Asset Allocation, Finance, Structured Finance, Mutual Funds, FX Options, Equity Research, Loans, CDO, Quantitative Analytics, Wealth Management, Hedging, Fund Of Funds, Swaps
Education
Columbia University School of International Affairs 1983 — 1986
Master of International Affairs, International Finance and Banking
Union College 1976 — 1981
Bachelor of Arts, Poli Sci/Econ-- Russian, Chinese Studies
UBS Securities LLC June 2010 - Present
JP Morgan Asset Management 2009 - 2010
Cura Capital Management 2006 - 2008
FrontPoint Partners, LLC 2004 - 2006
Clinton Group 2002 - 2004
HSBC 1998 - 2002
Morgan Stanley 1994 - 1998
Lehman Brothers 1991 - 1994
American Express 1989 - 1991
KBW 1986 - 1989
Skills
Credit, Portfolio Management, Security Analysis, Fixed Income Research, Fixed Income, Hedge Funds, CDS, Debt, Relative Value, Buy-side, Financial Institutions, Bonds, Derivatives, Credit Derivatives, Credit Analysis, Financial Analysis, Financial Markets, Capital Structure, Series 7, Fixed Income Analysis, Investments, Capital Markets, Trading, Equities, High Yield, Credit Risk, Investment Banking, Bloomberg, Securities, Equity Derivatives, Financial Risk, Asset Management, Emerging Markets, Banking, Alternative Investments, Options, Structured Products, Asset Allocation, Finance, Structured Finance, Mutual Funds, FX Options, Equity Research, Loans, CDO, Quantitative Analytics, Wealth Management, Hedging, Fund Of Funds, Swaps
Education
Columbia University School of International Affairs 1983 — 1986
Master of International Affairs, International Finance and Banking
Union College 1976 — 1981
Bachelor of Arts, Poli Sci/Econ-- Russian, Chinese Studies
Gregg Schoenborn's Morgan Stanley Experience 1988 - 1991
Job Owner, OnSite Storage Solutions
Industry Building Materials
Experience
On-Site Storage Solutions 2001 - Present
Tranzsend 1999 - 2001
Universal Studios 1995 - 1997
The Walt Disney Company 1995 - 1997
Efficient Solutions June 1993 - March 1995
Morgan Stanley 1988 - 1991
Education
UCLA - University of California, Los Angeles
BA, Economics/Business & Psychology
UCLA Anderson School of Management
MBA, Finance & Marketing
On-Site Storage Solutions 2001 - Present
Tranzsend 1999 - 2001
Universal Studios 1995 - 1997
The Walt Disney Company 1995 - 1997
Efficient Solutions June 1993 - March 1995
Morgan Stanley 1988 - 1991
Education
UCLA - University of California, Los Angeles
BA, Economics/Business & Psychology
UCLA Anderson School of Management
MBA, Finance & Marketing
Bob Valentine's Morgan Stanley Experience June 1994 - June 1997
Job CFO at Concord Bicycle Music
Industry Entertainment
Experience
Concord Music Group, Inc. March 2005 - Present
Fox Television March 2001 - March 2005
Morgan Stanley June 1994 - June 1997
Skills
Mergers & Acquisitions, Corporate Finance, Corporate Development, Acquisition Integration, Finance, Operations Management, Financial Modeling, Financial Analysis, Strategic Financial..., Strategic Partnerships, Start-ups, Financial Reporting, Entertainment, Business Strategy, Strategic Planning
Education
UCLA Anderson School of Management 1997 — 1999
MBA, Business
University of Notre Dame
Concord Music Group, Inc. March 2005 - Present
Fox Television March 2001 - March 2005
Morgan Stanley June 1994 - June 1997
Skills
Mergers & Acquisitions, Corporate Finance, Corporate Development, Acquisition Integration, Finance, Operations Management, Financial Modeling, Financial Analysis, Strategic Financial..., Strategic Partnerships, Start-ups, Financial Reporting, Entertainment, Business Strategy, Strategic Planning
Education
UCLA Anderson School of Management 1997 — 1999
MBA, Business
University of Notre Dame
Paul Viviano's Morgan Stanley Experience SalesGoldman Sachs and Co.2001 - 2004
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley SalesGoldman Sachs and Co.2001 - 2004
Education
Union College 1988 — 1992
Morgan Stanley SalesGoldman Sachs and Co.2001 - 2004
Education
Union College 1988 — 1992
Ryo Mori's Morgan Stanley Experience March 2007 - August 2011
Job APAC SMB Product Marketing Manager at Google
Industry Marketing and Advertising
Experience
Google July 2014 - Present
Google August 2013 - October 2013
Eli Lilly and Company June 2013 - August 2013
K. ARANO & CO., LTD. August 2011 - August 2012
Morgan Stanley March 2007 - August 2011
Shinsei Bank August 2005 - March 2007
Skills
Investment Banking, Marketing Strategy, Financial Modeling, Valuation, New Business Development
Education
University of California, Los Angeles - The Anderson School of Management 2012 — 2014
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill 2002 — 2005
BA, Economics
Google July 2014 - Present
Google August 2013 - October 2013
Eli Lilly and Company June 2013 - August 2013
K. ARANO & CO., LTD. August 2011 - August 2012
Morgan Stanley March 2007 - August 2011
Shinsei Bank August 2005 - March 2007
Skills
Investment Banking, Marketing Strategy, Financial Modeling, Valuation, New Business Development
Education
University of California, Los Angeles - The Anderson School of Management 2012 — 2014
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill 2002 — 2005
BA, Economics
Peter de Boer's Morgan Stanley Experience 2005 - 2007
Job CEO at CFRA
Industry Financial Services
Experience
CFRA Research 2013 - Present
S&P Capital IQ 2007 - 2013
Morgan Stanley 2005 - 2007
JPMorgan Chase 1993 - 2005
Skills
Capital Markets, Hedge Funds, Business Strategy, Fixed Income, Equities, Investment Banking, Valuation, Product Development, Leadership, Private Equity, Financial Services, Asset Management, Market Data, Emerging Markets, Derivatives, Trading, Securities, Risk Management, Financial Modeling, Mergers & Acquisitions, Financial Markets, Finance, Portfolio Management, Bonds, Bloomberg, Securitization, Structured Products, Financial Risk, Alternative Investments, Structured Finance, Equity Research, Venture Capital, Investments, Corporate Finance, Due Diligence, Strategic Leadership, Private Placements, Corporate Development
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA
Union College 1989 — 1993
BA
CFRA Research 2013 - Present
S&P Capital IQ 2007 - 2013
Morgan Stanley 2005 - 2007
JPMorgan Chase 1993 - 2005
Skills
Capital Markets, Hedge Funds, Business Strategy, Fixed Income, Equities, Investment Banking, Valuation, Product Development, Leadership, Private Equity, Financial Services, Asset Management, Market Data, Emerging Markets, Derivatives, Trading, Securities, Risk Management, Financial Modeling, Mergers & Acquisitions, Financial Markets, Finance, Portfolio Management, Bonds, Bloomberg, Securitization, Structured Products, Financial Risk, Alternative Investments, Structured Finance, Equity Research, Venture Capital, Investments, Corporate Finance, Due Diligence, Strategic Leadership, Private Placements, Corporate Development
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA
Union College 1989 — 1993
BA
John Olympitis's Morgan Stanley Experience February 2005 - June 2006
Job Investments at Health Care REIT
Industry Financial Services
Experience
Health Care REIT April 2015 - Present
MacroVest Strategies (MVS) April 2015 - Present
MacroVest Strategies (MVS) June 2010 - March 2015
Fisco LLC September 2007 - September 2011
Merrill Lynch June 2006 - September 2007
Morgan Stanley February 2005 - June 2006
The Rouse Company 2002 - 2005
Optima Fund Management 1998 - 2000
Skills
Portfolio Management, Retirement Planning, Alternative Investments, Investments, Hedge Funds, Asset Managment, Investment Banking, Financial Modeling, Private Equity, Series 7, Asset Management, Wealth Management, Finance, Asset Allocation, Investment Strategies, Investment Management, Equities, Series 63, Capital Markets, Bloomberg, Mutual Funds, Investor Relations, Financial Services, Venture Capital, Trading, Financial Markets, Risk Management, Securities, Trading Strategies, Financial Advisory
Education
University College London, U. of London 1999 — 2002
BA Honours, History
Harrow School 1996 — 1999
A Levels, English, History, Politics
Health Care REIT April 2015 - Present
MacroVest Strategies (MVS) April 2015 - Present
MacroVest Strategies (MVS) June 2010 - March 2015
Fisco LLC September 2007 - September 2011
Merrill Lynch June 2006 - September 2007
Morgan Stanley February 2005 - June 2006
The Rouse Company 2002 - 2005
Optima Fund Management 1998 - 2000
Skills
Portfolio Management, Retirement Planning, Alternative Investments, Investments, Hedge Funds, Asset Managment, Investment Banking, Financial Modeling, Private Equity, Series 7, Asset Management, Wealth Management, Finance, Asset Allocation, Investment Strategies, Investment Management, Equities, Series 63, Capital Markets, Bloomberg, Mutual Funds, Investor Relations, Financial Services, Venture Capital, Trading, Financial Markets, Risk Management, Securities, Trading Strategies, Financial Advisory
Education
University College London, U. of London 1999 — 2002
BA Honours, History
Harrow School 1996 — 1999
A Levels, English, History, Politics
Anton Srdanovic, CIPM, PMP's Morgan Stanley Experience March 2006 - August 2011
Job Global Wealth/Asset Mgmt | Program Management | Investment Accounting | Performance Measurement | Client Reporting
Industry Financial Services
Experience
Aspire Consulting October 2011 - Present
Barclays March 2013 - March 2014
Morgan Stanley March 2006 - August 2011
Citigroup Private Bank 2001 - February 2006
Citigroup World Wide Securities Services 1998 - 2001
Brown Brothers Harriman 1997 - 1998
Towers Perrin 1995 - 1997
Raytheon 1990 - 1994
Syska Hennessy Group 1988 - 1990
Skills
Global Management, Performance Measurement, Data Management, Integration, Strategy, Change Management, Program Management, Vendor Management, Financial Services, Reports, Portfolio Management, Analysis, Project Management, Start-ups, Product Management, Investments, Leadership, Investment Performance, Client Reporting, Risk Management, CIPM, Wealth Management, Business Analysis, Budgets, Financial Analysis, PMP (Project Management..., Change the Bank Programs, SDLC, Prime Brokerage, Consulting, Alternative Investments, Equities, Hedge Funds, CIPM (Certificate in..., Systems Integration, Project Planning, Management, Executive Management, Fixed Income, Asset Management, Tax Accounting, Data Analysis, Data Warehousing
Education
New York University - Leonard N. Stern School of Business 1994 — 1997
1994, Finance
Union College 1985 — 1988
BSEE, Electrical Engineering
Stuyvesant 1980 — 1984
HS Diploma, Math / Science
Aspire Consulting October 2011 - Present
Barclays March 2013 - March 2014
Morgan Stanley March 2006 - August 2011
Citigroup Private Bank 2001 - February 2006
Citigroup World Wide Securities Services 1998 - 2001
Brown Brothers Harriman 1997 - 1998
Towers Perrin 1995 - 1997
Raytheon 1990 - 1994
Syska Hennessy Group 1988 - 1990
Skills
Global Management, Performance Measurement, Data Management, Integration, Strategy, Change Management, Program Management, Vendor Management, Financial Services, Reports, Portfolio Management, Analysis, Project Management, Start-ups, Product Management, Investments, Leadership, Investment Performance, Client Reporting, Risk Management, CIPM, Wealth Management, Business Analysis, Budgets, Financial Analysis, PMP (Project Management..., Change the Bank Programs, SDLC, Prime Brokerage, Consulting, Alternative Investments, Equities, Hedge Funds, CIPM (Certificate in..., Systems Integration, Project Planning, Management, Executive Management, Fixed Income, Asset Management, Tax Accounting, Data Analysis, Data Warehousing
Education
New York University - Leonard N. Stern School of Business 1994 — 1997
1994, Finance
Union College 1985 — 1988
BSEE, Electrical Engineering
Stuyvesant 1980 — 1984
HS Diploma, Math / Science
David Loeb's Morgan Stanley Experience September 2003 - August 2012
Job Program Manager at Google
Industry Information Technology and Services
Experience
Google August 2014 - Present
Labrador Technology, Inc. May 2013 - August 2014
DL Home Technology Consulting LLC January 2012 - August 2014
Company Confidential August 2012 - April 2013
Morgan Stanley September 2003 - August 2012
Ultimate Sound & Installations September 2002 - September 2003
Skills
Digital Signage, Project Management, System Design, Crestron, Cisco Telepresence, Video Conferencing, Polycom, Unified Communications, Audio Conferencing, Home Automation, Energy Management, Systems Engineering, Vendor Management, Home Theater, Consumer Electronics, Information Technology, Telepresence, AV, Video, Salesforce.com..., Salesforce.com..., Document Management, Tandberg, Streaming Media, Sound, Infrastructure, Pre-sales, Integration, Active Directory, Outsourcing, Systems Design
Education
Union College 1998 — 2002
BS, Industrial Economics
Google August 2014 - Present
Labrador Technology, Inc. May 2013 - August 2014
DL Home Technology Consulting LLC January 2012 - August 2014
Company Confidential August 2012 - April 2013
Morgan Stanley September 2003 - August 2012
Ultimate Sound & Installations September 2002 - September 2003
Skills
Digital Signage, Project Management, System Design, Crestron, Cisco Telepresence, Video Conferencing, Polycom, Unified Communications, Audio Conferencing, Home Automation, Energy Management, Systems Engineering, Vendor Management, Home Theater, Consumer Electronics, Information Technology, Telepresence, AV, Video, Salesforce.com..., Salesforce.com..., Document Management, Tandberg, Streaming Media, Sound, Infrastructure, Pre-sales, Integration, Active Directory, Outsourcing, Systems Design
Education
Union College 1998 — 2002
BS, Industrial Economics
Dan Conn's Morgan Stanley Experience 1999 - October 2006
Job Chief Executive Officer at Christie's International Real Estate
Industry Investment Management
Experience
Christie's International Real Estate October 2014 - Present
Christie's International Real Estate January 2014 - October 2014
Brookfield Asset Management January 2012 - January 2014
Peter J Solomon Company June 2010 - March 2012
D. E. Shaw & Co., L.P. October 2006 - June 2010
Morgan Stanley 1999 - October 2006
Education
University of California, Los Angeles - The Anderson School of Management 1997 — 1999
MBA, Finance, International Management Fellow (Spanish Track)
University of Toronto 1988 — 1991
JD, Law (Business Law concentration)
University of Toronto 1986 — 1988
BA, Philosophy
University of Manitoba 1984 — 1986
Arts & Sciences
Kelvin High School
Christie's International Real Estate October 2014 - Present
Christie's International Real Estate January 2014 - October 2014
Brookfield Asset Management January 2012 - January 2014
Peter J Solomon Company June 2010 - March 2012
D. E. Shaw & Co., L.P. October 2006 - June 2010
Morgan Stanley 1999 - October 2006
Education
University of California, Los Angeles - The Anderson School of Management 1997 — 1999
MBA, Finance, International Management Fellow (Spanish Track)
University of Toronto 1988 — 1991
JD, Law (Business Law concentration)
University of Toronto 1986 — 1988
BA, Philosophy
University of Manitoba 1984 — 1986
Arts & Sciences
Kelvin High School
Tom Eshoo's Morgan Stanley Experience January 2002 - Present
Job VP at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2002 - Present
Skills
PMP, Fixed Income, Equities, Derivatives, Capital Markets, Investment Banking, Risk Management, Financial Analysis, Financial Modeling, Asset Management, Securities
Education
Union College 1991 — 1995
Bachelor of Arts (B.A.), Economics
Morgan Stanley January 2002 - Present
Skills
PMP, Fixed Income, Equities, Derivatives, Capital Markets, Investment Banking, Risk Management, Financial Analysis, Financial Modeling, Asset Management, Securities
Education
Union College 1991 — 1995
Bachelor of Arts (B.A.), Economics
Patrick Haskell's Morgan Stanley Experience July 2013 - Present
Job Managing Director at Morgan Stanley
Industry Renewables & Environment
Experience
Morgan Stanley July 2013 - Present
Morgan Stanley September 2009 - July 2013
Ecosphere Technologies June 2008 - September 2009
HSBC March 2005 - December 2006
HSBC Americas 2005 - 2006
Credit Suisse June 1994 - March 2005
CSFB 1994 - 2005
Credit Suisse First Boston 1994 - 2005
Skills
Trading, Derivatives, Hedge Funds, Fixed Income, Equities, Capital Markets, Investment Banking, Private Equity, Bloomberg, Bonds, Electronic Trading, Structured Products, Alternative Investments
Education
Union College 1990 — 1994
BA, Economics
Morgan Stanley July 2013 - Present
Morgan Stanley September 2009 - July 2013
Ecosphere Technologies June 2008 - September 2009
HSBC March 2005 - December 2006
HSBC Americas 2005 - 2006
Credit Suisse June 1994 - March 2005
CSFB 1994 - 2005
Credit Suisse First Boston 1994 - 2005
Skills
Trading, Derivatives, Hedge Funds, Fixed Income, Equities, Capital Markets, Investment Banking, Private Equity, Bloomberg, Bonds, Electronic Trading, Structured Products, Alternative Investments
Education
Union College 1990 — 1994
BA, Economics
Peter Hein's Morgan Stanley Experience February 2004 - Present
Job Vice President at Morgan Stanley
Industry Oil & Energy
Experience
Morgan Stanley February 2004 - Present
Education
United States Merchant Marine Academy 1994 — 1998
Morgan Stanley February 2004 - Present
Education
United States Merchant Marine Academy 1994 — 1998
Ben Helvey, CFA's Morgan Stanley Experience September 2013 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2013 - Present
Credit Suisse September 2008 - September 2013
Lehman Brothers February 2004 - September 2008
Neuberger Berman 2001 - 2004
Oscar Capital Management 2001 - 2001
Telseon Networks 2000 - 2001
Star Telecommunications 1997 - 2000
Select Staffing 1996 - 1997
Skills
Fixed Income, Financial Modeling, Hedge Funds, Valuation, Equities, Capital Markets, Private Equity, Asset Managment, Alternative Investments, Portfolio Management, Corporate Finance, Investment Banking, Financial Analysis
Education
UCLA Anderson School of Management 2008 — 2010
MBA, Finance
Westmont College 1992 — 1996
BA, Economics and Business
Morgan Stanley September 2013 - Present
Credit Suisse September 2008 - September 2013
Lehman Brothers February 2004 - September 2008
Neuberger Berman 2001 - 2004
Oscar Capital Management 2001 - 2001
Telseon Networks 2000 - 2001
Star Telecommunications 1997 - 2000
Select Staffing 1996 - 1997
Skills
Fixed Income, Financial Modeling, Hedge Funds, Valuation, Equities, Capital Markets, Private Equity, Asset Managment, Alternative Investments, Portfolio Management, Corporate Finance, Investment Banking, Financial Analysis
Education
UCLA Anderson School of Management 2008 — 2010
MBA, Finance
Westmont College 1992 — 1996
BA, Economics and Business
Jeff Buhrman's Morgan Stanley Experience July 2007 - July 2008
Job Associate Vice President at Wunderlich Securities
Industry Investment Banking
Experience
Wunderlich Securities June 2014 - Present
ROTH Capital Partners January 2012 - June 2014
ROTH Capital Partners January 2010 - January 2012
PCG Asset Management August 2008 - January 2010
Morgan Stanley July 2007 - July 2008
UBS October 2005 - December 2006
Skills
Mergers, Acquisitions, Financial Modeling, Capital Raising, Private Equity, Venture Capital, Corporate Finance, Valuation, Mergers & Acquisitions
Education
UCLA Anderson School of Management 2014 — 2017
Master of Business Administration (MBA)
University of Washington 2003 — 2007
BA, Economics
Wunderlich Securities June 2014 - Present
ROTH Capital Partners January 2012 - June 2014
ROTH Capital Partners January 2010 - January 2012
PCG Asset Management August 2008 - January 2010
Morgan Stanley July 2007 - July 2008
UBS October 2005 - December 2006
Skills
Mergers, Acquisitions, Financial Modeling, Capital Raising, Private Equity, Venture Capital, Corporate Finance, Valuation, Mergers & Acquisitions
Education
UCLA Anderson School of Management 2014 — 2017
Master of Business Administration (MBA)
University of Washington 2003 — 2007
BA, Economics
Victoria Tarkovski's Morgan Stanley Experience 2003 - 2005
Job Global IT Executive Director
Industry Financial Services
Experience
KPMG US May 2011 - Present
KPMG April 2008 - April 2011
Boutigue Compliance Consulting Firm September 2006 - March 2008
Etrade Financial 2006 - 2007
Bank of New York Mellon January 2006 - August 2006
Morgan Stanley 2003 - 2005
Thomson Financial 2001 - 2002
Education
Union College 1994 — 1996
BA, Economics
KPMG US May 2011 - Present
KPMG April 2008 - April 2011
Boutigue Compliance Consulting Firm September 2006 - March 2008
Etrade Financial 2006 - 2007
Bank of New York Mellon January 2006 - August 2006
Morgan Stanley 2003 - 2005
Thomson Financial 2001 - 2002
Education
Union College 1994 — 1996
BA, Economics
Christopher Frank's Morgan Stanley Experience 1992 - 2003
Job Chairman & CoCEO at Bonk Breaker
Industry Financial Services
Experience
Bonk Breaker 2012 - Present
The Children's Bureau 2003 - 2013
Deutsche Bank Alex. Brown 2005 - 2012
Bank of America 2003 - 2005
Morgan Stanley 1992 - 2003
Skills
Venture Capital, Hedge Funds, Banking, Equities, Investment Banking, Mergers, Mergers & Acquisitions, Financial Services, Alternative Investments, Private Equity, Wealth Management, Business Strategy, Investment Advisory, Corporate Development, Asset Management, Emerging Markets
Education
University of California, Los Angeles - The Anderson School of Management 1997 — 1999
MBA
University of California, Los Angeles
BA, Economics
Bonk Breaker 2012 - Present
The Children's Bureau 2003 - 2013
Deutsche Bank Alex. Brown 2005 - 2012
Bank of America 2003 - 2005
Morgan Stanley 1992 - 2003
Skills
Venture Capital, Hedge Funds, Banking, Equities, Investment Banking, Mergers, Mergers & Acquisitions, Financial Services, Alternative Investments, Private Equity, Wealth Management, Business Strategy, Investment Advisory, Corporate Development, Asset Management, Emerging Markets
Education
University of California, Los Angeles - The Anderson School of Management 1997 — 1999
MBA
University of California, Los Angeles
BA, Economics
Kim Campbell's Morgan Stanley Experience February 1993 - May 1997
Job Managing Partner at Dunning Ponus Partners, LLC
Industry Capital Markets
Experience
Dunning Ponus Partners, LLC January 2014 - Present
Cortview Capital Markets/Pierpont Securities November 2011 - June 2013
Cortview Capital Markets November 2011 - October 2012
VelocityShares LLC June 2011 - November 2011
KC7 LLC 2009 - June 2011
Beacon Capital Markets LLC September 2008 - May 2009
Countrywide Securities Corporation March 1999 - August 2008
UBS May 1997 - March 1999
Morgan Stanley February 1993 - May 1997
First Boston March 1983 - February 1993
Skills
Equities, Venture Capital, Fixed Income, Capital Markets, Trading, Electronic Trading, Bonds, Finance, Mergers & Acquisitions, MBS, Derivatives, Investment Banking, Hedge Funds, Bloomberg, Securities, Structured Products, Alternative Investments, Risk Management
Education
University of Pennsylvania - The Wharton School 1981 — 1983
MBA, Finance
United States Military Academy at West Point 1972 — 1976
BS
Dunning Ponus Partners, LLC January 2014 - Present
Cortview Capital Markets/Pierpont Securities November 2011 - June 2013
Cortview Capital Markets November 2011 - October 2012
VelocityShares LLC June 2011 - November 2011
KC7 LLC 2009 - June 2011
Beacon Capital Markets LLC September 2008 - May 2009
Countrywide Securities Corporation March 1999 - August 2008
UBS May 1997 - March 1999
Morgan Stanley February 1993 - May 1997
First Boston March 1983 - February 1993
Skills
Equities, Venture Capital, Fixed Income, Capital Markets, Trading, Electronic Trading, Bonds, Finance, Mergers & Acquisitions, MBS, Derivatives, Investment Banking, Hedge Funds, Bloomberg, Securities, Structured Products, Alternative Investments, Risk Management
Education
University of Pennsylvania - The Wharton School 1981 — 1983
MBA, Finance
United States Military Academy at West Point 1972 — 1976
BS
Larry Rohrs's Morgan Stanley Experience 2008 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2008 - Present
Morgan Stanley 1982 - 2008
Education
Union College 1974 — 1978
BS, Computer Science
Morgan Stanley 2008 - Present
Morgan Stanley 1982 - 2008
Education
Union College 1974 — 1978
BS, Computer Science
Peter Carr's Morgan Stanley Experience April 2010 - Present
Job Global Head of Market Modeling at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2010 - Present
Bloomberg May 2003 - March 2010
Banc of America Securities January 1999 - May 2001
Morgan Stanley 1996 - 1999
Johnson School, Cornell University September 1988 - June 1996
Skills
Quant, Equity Derivatives, Research, Quantitative Finance, Financial Engineering, Volatility, Fixed Income, Derivatives, Structured Products, Interest Rate..., Quantitative Analysis, Options, FX, Financial Modeling, Econometrics, Statistical Modeling, Quantitative Research, Credit Derivatives, Mathematics, Trading Strategies
Education
UCLA Anderson School of Management 1983 — 1988
PhD, Finance
Morgan Stanley April 2010 - Present
Bloomberg May 2003 - March 2010
Banc of America Securities January 1999 - May 2001
Morgan Stanley 1996 - 1999
Johnson School, Cornell University September 1988 - June 1996
Skills
Quant, Equity Derivatives, Research, Quantitative Finance, Financial Engineering, Volatility, Fixed Income, Derivatives, Structured Products, Interest Rate..., Quantitative Analysis, Options, FX, Financial Modeling, Econometrics, Statistical Modeling, Quantitative Research, Credit Derivatives, Mathematics, Trading Strategies
Education
UCLA Anderson School of Management 1983 — 1988
PhD, Finance
Ian Overton's Morgan Stanley Experience February 1992 - June 1997
Job Managing Director CoDeputy Head, Group Audit at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank August 2013 - Present
Aetna February 2011 - August 2013
UBS June 1997 - February 2011
UBS April 2007 - March 2010
Morgan Stanley February 1992 - June 1997
Skills
Financial Risk, Internal Audit, Risk Management, Operational Risk, Operational Risk..., Management, Auditing, Financial Services, Analysis, Asset Management, Financial Analysis, Leadership, Investment Banking, Enterprise Risk..., Risk Assessment
Education
Institute of Chartered Accountants in England and Wales
UCL
Bachelor of Science, Economics and Economic History
Deutsche Bank August 2013 - Present
Aetna February 2011 - August 2013
UBS June 1997 - February 2011
UBS April 2007 - March 2010
Morgan Stanley February 1992 - June 1997
Skills
Financial Risk, Internal Audit, Risk Management, Operational Risk, Operational Risk..., Management, Auditing, Financial Services, Analysis, Asset Management, Financial Analysis, Leadership, Investment Banking, Enterprise Risk..., Risk Assessment
Education
Institute of Chartered Accountants in England and Wales
UCL
Bachelor of Science, Economics and Economic History
Richard Berlinghof's Morgan Stanley Experience 1999 - 2004
Job President at Target Rock Partners Inc.
Industry Real Estate
Experience
Berlinghof and Company Berlinghof and Company invests in commercial real estatePresidentTarget Rock Partners Inc.June 2012 - Present
Faris Lee Investments 2009 - 2011
Merrill Lynch 2004 - 2009
Morgan Stanley 1999 - 2004
GMAC Commercial Mortgage 1996 - 1999
Skills
Valuation, Securitization, Financial Structuring, Investments, Asset Managment, Due Diligence, Investment Banking, Loan Origination, Capital Markets, Financial Modeling, Loans, Underwriting, Real Estate, Commercial Mortgages, Mortgage Lending
Education
UCLA Anderson School of Management 1991 — 1993
Master of Business Administration (MBA), Finance, General
Yale University 1981 — 1985
BA, Econ / Pol Sci
Berlinghof and Company Berlinghof and Company invests in commercial real estatePresidentTarget Rock Partners Inc.June 2012 - Present
Faris Lee Investments 2009 - 2011
Merrill Lynch 2004 - 2009
Morgan Stanley 1999 - 2004
GMAC Commercial Mortgage 1996 - 1999
Skills
Valuation, Securitization, Financial Structuring, Investments, Asset Managment, Due Diligence, Investment Banking, Loan Origination, Capital Markets, Financial Modeling, Loans, Underwriting, Real Estate, Commercial Mortgages, Mortgage Lending
Education
UCLA Anderson School of Management 1991 — 1993
Master of Business Administration (MBA), Finance, General
Yale University 1981 — 1985
BA, Econ / Pol Sci
Casey Crooks's Morgan Stanley Experience September 2009 - Present
Job Operations Director at Morgan Stanley, MBA, Series 7 & 63
Industry Financial Services
Experience
Morgan Stanley September 2009 - Present
Morgan Stanley March 2006 - September 2009
Goldenberg, Hehmeyer & Co June 2004 - February 2006
Skills
Middle Office, Equities
Education
Wagner College 2005 — 2007
MBA
Union College 1997 — 2001
BA, Economics
Morristown-Beard
Morgan Stanley September 2009 - Present
Morgan Stanley March 2006 - September 2009
Goldenberg, Hehmeyer & Co June 2004 - February 2006
Skills
Middle Office, Equities
Education
Wagner College 2005 — 2007
MBA
Union College 1997 — 2001
BA, Economics
Morristown-Beard
Lora Wynholds's Morgan Stanley Experience July 1996 - August 1997
Job Director of Finance and Operations at Curtiss Wright Controls
Industry Computer Hardware
Experience
Curtiss Wright Controls US Director of Finance and OperationsVMETROSeptember 2007 - October 2008
Micro Memory August 1997 - August 2007
Morgan Stanley July 1996 - August 1997
Education
UCLA Anderson School of Management 2001 — 2003
MBA
University of California, Los Angeles 1991 — 1996
BA, Economics
Curtiss Wright Controls US Director of Finance and OperationsVMETROSeptember 2007 - October 2008
Micro Memory August 1997 - August 2007
Morgan Stanley July 1996 - August 1997
Education
UCLA Anderson School of Management 2001 — 2003
MBA
University of California, Los Angeles 1991 — 1996
BA, Economics
Adnan Zorlak's Morgan Stanley Experience June 2015 - Present
Job Senior Manager
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Mitchell & Titus, LLP July 2012 - June 2015
KPMG Advisory September 2008 - July 2012
General Electric April 2007 - May 2008
University at Albany September 2006 - May 2008
Skills
IT Audit, Financial Risk, Risk Management, Information Technology, IT Management, Data Analysis, Statistical Tools, Advertising, Marketing, Digital Marketing, Regression Analysis, Project Management, Statistical Software, Online Advertising
Education
University at Albany, SUNY 2006 — 2008
MBA, Information Technology, Business
Union College 2002 — 2006
Bachelors, Economics
Morgan Stanley June 2015 - Present
Mitchell & Titus, LLP July 2012 - June 2015
KPMG Advisory September 2008 - July 2012
General Electric April 2007 - May 2008
University at Albany September 2006 - May 2008
Skills
IT Audit, Financial Risk, Risk Management, Information Technology, IT Management, Data Analysis, Statistical Tools, Advertising, Marketing, Digital Marketing, Regression Analysis, Project Management, Statistical Software, Online Advertising
Education
University at Albany, SUNY 2006 — 2008
MBA, Information Technology, Business
Union College 2002 — 2006
Bachelors, Economics
Kenny Green's Morgan Stanley Experience March 2014 - Present
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2014 - Present
Air Force Space Command September 2012 - October 2013
NATO February 2012 - September 2012
Air Force Space Command September 2011 - February 2012
United States Air Force May 2010 - September 2011
USAF May 2008 - May 2010
Skills
Financial Analysis, Program Management, Budget Monitoring, Microsoft Excel, PowerPoint, Microsoft Word, Military, Government Contracting, Budgets, Organizational..., Air Force, Strategic Planning
Education
United States Air Force Academy 2004 — 2008
Bachelor of Science (BS), Systems Engineering Management
Morgan Stanley March 2014 - Present
Air Force Space Command September 2012 - October 2013
NATO February 2012 - September 2012
Air Force Space Command September 2011 - February 2012
United States Air Force May 2010 - September 2011
USAF May 2008 - May 2010
Skills
Financial Analysis, Program Management, Budget Monitoring, Microsoft Excel, PowerPoint, Microsoft Word, Military, Government Contracting, Budgets, Organizational..., Air Force, Strategic Planning
Education
United States Air Force Academy 2004 — 2008
Bachelor of Science (BS), Systems Engineering Management
Tim Furcillo's Morgan Stanley Experience March 2012 - April 2014
Job Associate Director UBS
Industry Financial Services
Experience
UBS April 2014 - Present
Morgan Stanley March 2012 - April 2014
Fidelity Management and Research Company August 2010 - March 2012
Liberty Square Asset Management May 2009 - August 2009
Skills
Equities, Equity Research, Trading, Financial Modeling, Bloomberg Terminal, Salesforce.com, Financial Analysis
Education
Union College 2006 — 2010
BA, Psychology and Economics
UBS April 2014 - Present
Morgan Stanley March 2012 - April 2014
Fidelity Management and Research Company August 2010 - March 2012
Liberty Square Asset Management May 2009 - August 2009
Skills
Equities, Equity Research, Trading, Financial Modeling, Bloomberg Terminal, Salesforce.com, Financial Analysis
Education
Union College 2006 — 2010
BA, Psychology and Economics
Tim Bench's Morgan Stanley Experience December 1991 - Present
Job Associate Vice President Financial Advisor
Industry Financial Services
Experience
Morgan Stanley December 1991 - Present
Skills
Equities, Investments, Fixed Income, Financial Modeling, Derivatives
Education
US Air Force Academy 1966 — 1970
Bachelor's degree, Engineering, B
Morgan Stanley December 1991 - Present
Skills
Equities, Investments, Fixed Income, Financial Modeling, Derivatives
Education
US Air Force Academy 1966 — 1970
Bachelor's degree, Engineering, B
Billy Sarracino's Morgan Stanley Experience November 2013 - Present
Job Executive Director at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley November 2013 - Present
Bank of America Merrill Lynch March 2010 - October 2013
Citi August 2008 - March 2010
Central Garden and Pet 2003 - 2006
Western Asset Management 2002 - 2003
Wells Fargo Capital Finance 2000 - 2002
Skills
Financial Modeling, Valuation, Corporate Finance, Equities, Financial Analysis, Investment Banking, Investments, Private Equity, Capital Markets
Education
UCLA Anderson School of Management 2006 — 2008
MBA, Finance
University of California, Los Angeles 1996 — 2000
BS in Political Science, Political Science with Minor in Business Administration
Morgan Stanley November 2013 - Present
Bank of America Merrill Lynch March 2010 - October 2013
Citi August 2008 - March 2010
Central Garden and Pet 2003 - 2006
Western Asset Management 2002 - 2003
Wells Fargo Capital Finance 2000 - 2002
Skills
Financial Modeling, Valuation, Corporate Finance, Equities, Financial Analysis, Investment Banking, Investments, Private Equity, Capital Markets
Education
UCLA Anderson School of Management 2006 — 2008
MBA, Finance
University of California, Los Angeles 1996 — 2000
BS in Political Science, Political Science with Minor in Business Administration
Andy Jurkowski's Morgan Stanley Experience July 2000 - July 2002
Job Ares Management Private Equity
Industry Investment Management
Experience
Ares Management August 2006 - Present
Trust Company of the West June 2005 - September 2005
Madison Dearborn Partners 2002 - 2004
Morgan Stanley July 2000 - July 2002
Skills
Private Equity, Investment Banking, Due Diligence, Mergers
Education
UCLA Anderson School of Management 2004 — 2006
MBA, Finance
University of Notre Dame 1996 — 2000
BBA, Finance
Ares Management August 2006 - Present
Trust Company of the West June 2005 - September 2005
Madison Dearborn Partners 2002 - 2004
Morgan Stanley July 2000 - July 2002
Skills
Private Equity, Investment Banking, Due Diligence, Mergers
Education
UCLA Anderson School of Management 2004 — 2006
MBA, Finance
University of Notre Dame 1996 — 2000
BBA, Finance
Dane Jorgensen's Morgan Stanley Experience November 2014 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2014 - Present
UBS Wealth Management 2013 - November 2014
UBS Wealth Management 2008 - 2012
Skills
Analysis, Business Analysis, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Software Project..., Social Media, Strategic Planning, Project Management, HTML, Negotiation, Performance Engineering, Virtualization, Capacity Management, Data Masking, Market Data
Education
Union College
Bachelor of Science (B.S.), Chemistry, Nanotech & Materials Science
Morgan Stanley November 2014 - Present
UBS Wealth Management 2013 - November 2014
UBS Wealth Management 2008 - 2012
Skills
Analysis, Business Analysis, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Software Project..., Social Media, Strategic Planning, Project Management, HTML, Negotiation, Performance Engineering, Virtualization, Capacity Management, Data Masking, Market Data
Education
Union College
Bachelor of Science (B.S.), Chemistry, Nanotech & Materials Science
Janet Pearce's Morgan Stanley Experience September 1991 - March 2013
Job Chief Investment Officer at PSM Private Wealth Management LLC
Industry Financial Services
Experience
PSM Private Wealth Management LLC March 2013 - Present
Morgan Stanley September 1991 - March 2013
Skills
Equities, Fixed Income, Series 7, Portfolio Management, Investments, Wealth Management, Alternative Investments, Asset Management, Securities, Series 63, Financial Services, Estate Planning, Capital Markets, Management, Mutual Funds, Investment Banking, Asset Allocation, Private Equity, Banking, Valuation, Risk Management
Education
UCLA Anderson School of Management 1975 — 1977
Master of Business Administration (MBA), Finance and Marketing
University of California, Los Angeles - The Anderson School of Management 1975 — 1977
Master of Business Administration (MBA), Finance, General
Midland College, Fremont, Nebraska
Bachelor of Arts (BA), Speech and English Literature
PSM Private Wealth Management LLC March 2013 - Present
Morgan Stanley September 1991 - March 2013
Skills
Equities, Fixed Income, Series 7, Portfolio Management, Investments, Wealth Management, Alternative Investments, Asset Management, Securities, Series 63, Financial Services, Estate Planning, Capital Markets, Management, Mutual Funds, Investment Banking, Asset Allocation, Private Equity, Banking, Valuation, Risk Management
Education
UCLA Anderson School of Management 1975 — 1977
Master of Business Administration (MBA), Finance and Marketing
University of California, Los Angeles - The Anderson School of Management 1975 — 1977
Master of Business Administration (MBA), Finance, General
Midland College, Fremont, Nebraska
Bachelor of Arts (BA), Speech and English Literature
Carmine Taglione's Morgan Stanley Experience 2007 - 2009
Job Vice President, Account Manager
Industry Investment Management
Experience
Wellington Management November 2014 - Present
Wellington Management October 2012 - October 2014
Sirios Capital Management July 2009 - September 2012
Morgan Stanley 2007 - 2009
Morgan Stanley March 2005 - February 2007
Education
Union College 2000 — 2004
B.A., Economics
Wellington Management November 2014 - Present
Wellington Management October 2012 - October 2014
Sirios Capital Management July 2009 - September 2012
Morgan Stanley 2007 - 2009
Morgan Stanley March 2005 - February 2007
Education
Union College 2000 — 2004
B.A., Economics
Ryan Kimmel's Morgan Stanley Experience June 2007 - March 2009
Job Asset Management MBA Candidate
Industry Financial Services
Experience
DoubleLine Capital September 2012 - Present
Gelber Group August 2009 - August 2012
Morgan Stanley June 2007 - March 2009
Volcom August 2006 - June 2008
Spy Optic May 2000 - December 2006
Reef January 2005 - June 2006
Sidney Frank Importing Inc., Co. 2006 - 2006
No Fear May 2000 - December 2004
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Finance, Financial Reporting, Bloomberg, Hedge Funds, Forecasting, Competitive Analysis, Investments, Accounting, Business Analysis, Portfolio Management, Analysis, Business Development, Data Analysis, Business Strategy, Investment Banking, Microsoft Excel
Education
University of California, Los Angeles - The Anderson School of Management 2010 — 2013
MBA, Finance, General
UCLA 2006 — 2008
Bachelor of Arts (B.A.), Economics
DoubleLine Capital September 2012 - Present
Gelber Group August 2009 - August 2012
Morgan Stanley June 2007 - March 2009
Volcom August 2006 - June 2008
Spy Optic May 2000 - December 2006
Reef January 2005 - June 2006
Sidney Frank Importing Inc., Co. 2006 - 2006
No Fear May 2000 - December 2004
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Finance, Financial Reporting, Bloomberg, Hedge Funds, Forecasting, Competitive Analysis, Investments, Accounting, Business Analysis, Portfolio Management, Analysis, Business Development, Data Analysis, Business Strategy, Investment Banking, Microsoft Excel
Education
University of California, Los Angeles - The Anderson School of Management 2010 — 2013
MBA, Finance, General
UCLA 2006 — 2008
Bachelor of Arts (B.A.), Economics
A.J. Rocchio's Morgan Stanley Experience January 2014 - March 2015
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade June 2015 - Present
Morgan Stanley January 2014 - March 2015
Morgan Stanley Wealth Management January 2013 - January 2014
AXA Advisors June 2011 - December 2012
Skills
Investments, Asset Allocation, Fixed Income Portfolio..., Bonds, Bloomberg Terminal, Risk Management
Education
Union College 2007 — 2011
Bachelor of Arts, History
Bergen Catholic High School 2003 — 2007
TD Ameritrade June 2015 - Present
Morgan Stanley January 2014 - March 2015
Morgan Stanley Wealth Management January 2013 - January 2014
AXA Advisors June 2011 - December 2012
Skills
Investments, Asset Allocation, Fixed Income Portfolio..., Bonds, Bloomberg Terminal, Risk Management
Education
Union College 2007 — 2011
Bachelor of Arts, History
Bergen Catholic High School 2003 — 2007
Iris Porush, AAMS®'s Morgan Stanley Experience 2005 - 2009
Job Financial Advisor at Legacy Financial Group Williamsburg, VA
Industry Financial Services
Experience
Legacy Financial Group - An Independent Firm May 2009 - Present
Legacy Financial Group 2009 - Present
Morgan Stanley 2005 - 2009
Legg Mason 2005 - 2005
Benschoten and Carter Insurance Agency 1998 - 2005
Skills
Securities, Investments, Strategic Financial..., Retirement Planning, Long Term Care Insurance, Life Insurance, Variable Annuities, Fixed Annuities, Debt Management, Portfolio Management
Education
The Masters School
Union College
Bachelor's degree
Legacy Financial Group - An Independent Firm May 2009 - Present
Legacy Financial Group 2009 - Present
Morgan Stanley 2005 - 2009
Legg Mason 2005 - 2005
Benschoten and Carter Insurance Agency 1998 - 2005
Skills
Securities, Investments, Strategic Financial..., Retirement Planning, Long Term Care Insurance, Life Insurance, Variable Annuities, Fixed Annuities, Debt Management, Portfolio Management
Education
The Masters School
Union College
Bachelor's degree
Jon Schiff's Morgan Stanley Experience 2004 - 2006
Job Owner at Real Good Juice Co.
Industry Restaurants
Experience
Real Good Juice Co. August 2013 - Present
McKinley Capital Management 2012 - 2013
Level Global Investors 2006 - 2010
Amaranth 2006 - 2006
Morgan Stanley 2004 - 2006
AmeriCorps VISTA 2003 - 2004
Skills
Trading, Investments
Education
Union College 1998 — 2002
Bachelor, History
New Trier High School 1994 — 1998
Real Good Juice Co. August 2013 - Present
McKinley Capital Management 2012 - 2013
Level Global Investors 2006 - 2010
Amaranth 2006 - 2006
Morgan Stanley 2004 - 2006
AmeriCorps VISTA 2003 - 2004
Skills
Trading, Investments
Education
Union College 1998 — 2002
Bachelor, History
New Trier High School 1994 — 1998
David Tracy's Morgan Stanley Experience 1994 - 1998
Job Managing Director at Credit Suisse
Industry Investment Management
Experience
Credit Suisse 2008 - Present
John Thomas Dye School 2006 - Present
KCET 2000 - Present
Goldman Sachs 1998 - 2008
Morgan Stanley 1994 - 1998
Price Waterhouse Coopers 1990 - 1992
Education
UCLA Anderson School of Management 1992 — 1994
M.B.A., Finance
University of California, Los Angeles 1986 — 1990
B.A., Economics/Business
Credit Suisse 2008 - Present
John Thomas Dye School 2006 - Present
KCET 2000 - Present
Goldman Sachs 1998 - 2008
Morgan Stanley 1994 - 1998
Price Waterhouse Coopers 1990 - 1992
Education
UCLA Anderson School of Management 1992 — 1994
M.B.A., Finance
University of California, Los Angeles 1986 — 1990
B.A., Economics/Business
Holly Cummings's Morgan Stanley Experience August 2007 - August 2012
Job Chartering at Stena Weco
Industry Oil & Energy
Experience
Stena Weco January 2014 - Present
Stena Bulk August 2012 - December 2013
Morgan Stanley August 2007 - August 2012
OSG Ship Management July 2006 - July 2007
Skills
Shipping, Freight, International Shipping, Transportation, Logistics, Petroleum, Operations Management, Navigation, Maritime Operations, Ports, Supply Chain Management, Risk Management, Offshore Drilling, Procurement, Risk Assessment, Energy, Change Management, Project Management, Negotiation, Maritime, Marine Engineering
Education
United States Merchant Marine Academy 2002 — 2006
BS, Logistics
Stena Weco January 2014 - Present
Stena Bulk August 2012 - December 2013
Morgan Stanley August 2007 - August 2012
OSG Ship Management July 2006 - July 2007
Skills
Shipping, Freight, International Shipping, Transportation, Logistics, Petroleum, Operations Management, Navigation, Maritime Operations, Ports, Supply Chain Management, Risk Management, Offshore Drilling, Procurement, Risk Assessment, Energy, Change Management, Project Management, Negotiation, Maritime, Marine Engineering
Education
United States Merchant Marine Academy 2002 — 2006
BS, Logistics
Elizabeth Rosato's Morgan Stanley Experience April 2015 - Present
Job Investment Banking Division and Global Capital Markets HR Coverage at Morgan Stanley
Industry Human Resources
Experience
Morgan Stanley April 2015 - Present
Morgan Stanley September 2013 - March 2015
Morgan Stanley March 2013 - August 2013
Fox Television September 2012 - March 2013
Clutch December 2011 - August 2012
Charon Capital Management July 2011 - August 2011
Fresh December 2010 - January 2011
Christie's December 2009 - January 2010
Skills
Onboarding, Recruiting, Taleo, Workday, Outlook, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Marketing, Customer Service, Legal Compliance, I-9 Compliance, Background Checks, PeopleSoft, Peopleclick, SMAART, Concur, SPSS, Organizational Design, Photoshop, Social Media, Microsoft Office
Education
Union College 2008 — 2012
BA, Sociology, Art History
Convent of the Sacred Heart 2004 — 2008
Morgan Stanley April 2015 - Present
Morgan Stanley September 2013 - March 2015
Morgan Stanley March 2013 - August 2013
Fox Television September 2012 - March 2013
Clutch December 2011 - August 2012
Charon Capital Management July 2011 - August 2011
Fresh December 2010 - January 2011
Christie's December 2009 - January 2010
Skills
Onboarding, Recruiting, Taleo, Workday, Outlook, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Marketing, Customer Service, Legal Compliance, I-9 Compliance, Background Checks, PeopleSoft, Peopleclick, SMAART, Concur, SPSS, Organizational Design, Photoshop, Social Media, Microsoft Office
Education
Union College 2008 — 2012
BA, Sociology, Art History
Convent of the Sacred Heart 2004 — 2008
Matthew Lippman's Morgan Stanley Experience June 2012 - August 2012
Job Asset Manager at JRK Property Holdings
Industry Real Estate
Experience
JRK Property Holdings January 2015 - Present
DEL Development Corp September 2014 - January 2015
JRK Property Holdings September 2013 - January 2015
Morgan Stanley June 2012 - August 2012
Deutsche Bank March 2012 - June 2012
JRK Property Holdings June 2011 - August 2011
Education
Union College 2009 — 2013
Economics, Psychology
JRK Property Holdings January 2015 - Present
DEL Development Corp September 2014 - January 2015
JRK Property Holdings September 2013 - January 2015
Morgan Stanley June 2012 - August 2012
Deutsche Bank March 2012 - June 2012
JRK Property Holdings June 2011 - August 2011
Education
Union College 2009 — 2013
Economics, Psychology
Chanta Cochran's Morgan Stanley Experience January 2008 - August 2008
Job Telecommunications Professional
Industry Telecommunications
Experience
Florida Comprehensive Epilepsy Center August 2009 - September 2009
Morgan Stanley January 2008 - August 2008
Precision Communication Services October 1998 - August 2007
Skills
Telecommunications, Microsoft Dynamics SL, Microsoft Office, Billing Systems, Great Plains Software, Invoice Processing, Ten Key, Cash Receipts, Invoicing, Medical Terminology, Customer Service, Data Entry, Medical Records, Accounts Payable, Accounts Receivable, General Ledger, Medical Billing, Bookkeeping, Journal Entries, Microsoft Excel, Accounting, Microsoft Word
Education
Ultimate Medical Academy 2009 — 2009
Diploma, Medical/Clinical Assistant
Remington College 2004 — 2006
Associates, Business Information Systems
Florida Comprehensive Epilepsy Center August 2009 - September 2009
Morgan Stanley January 2008 - August 2008
Precision Communication Services October 1998 - August 2007
Skills
Telecommunications, Microsoft Dynamics SL, Microsoft Office, Billing Systems, Great Plains Software, Invoice Processing, Ten Key, Cash Receipts, Invoicing, Medical Terminology, Customer Service, Data Entry, Medical Records, Accounts Payable, Accounts Receivable, General Ledger, Medical Billing, Bookkeeping, Journal Entries, Microsoft Excel, Accounting, Microsoft Word
Education
Ultimate Medical Academy 2009 — 2009
Diploma, Medical/Clinical Assistant
Remington College 2004 — 2006
Associates, Business Information Systems
Kenneth Janney's Morgan Stanley Experience August 1985 - February 1992
Job Portfolio Manager
Industry Financial Services
Experience
Self employed 1993 - 2014
Morgan Stanley August 1985 - February 1992
Bank of America July 1980 - July 1984
Skills
Financial Analysis, Risk Management, Mortgage and Derivative..., Foreign Exchange,..., Cash Flow Modeling, Microsoft Excel
Education
UCLA Anderson School of Management 1978 — 1980
Master of Business Administration (M.B.A.), Finance
University of Maryland College Park 1971 — 1974
Bachelor's Degree, Economics
Self employed 1993 - 2014
Morgan Stanley August 1985 - February 1992
Bank of America July 1980 - July 1984
Skills
Financial Analysis, Risk Management, Mortgage and Derivative..., Foreign Exchange,..., Cash Flow Modeling, Microsoft Excel
Education
UCLA Anderson School of Management 1978 — 1980
Master of Business Administration (M.B.A.), Finance
University of Maryland College Park 1971 — 1974
Bachelor's Degree, Economics
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS