Morgan Stanley
Industry: Investment banking company
DescriptionMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. Headquarters: New York City, New York, United States CEO: James P. Gorman (Jan 1, 2010–) Revenue: 37.94 billion USD (2017) Subsidiaries: Discover Financial Services, Did you know: Morgan Stanley is the sixth-largest bank in the US by total assets ($875 B). wikipedia.org
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Morgan Stanley Employees
Morgan Stanley September 2007 - Present
U.S. Army Finance June 2002 - May 2007
Skills
Hedge Funds, Options, Managed Futures, Wealth Management, Finance, Strategy, Tax, Investments, Risk Management, Leadership, Retirement Planning, Financial Analysis, Business Development, Financial Advisory, Investment Management
Education
United States Military Academy at West Point 1998 — 2002
Bachelor of Science in Engineering, Mathematics, Operations Research
Etherplan June 2015 - Present
Naation January 2013 - Present
McIntyresa November 2002 - August 2012
Dineronet June 1999 - April 2002
Morgan Stanley September 1995 - May 1999
UBS Securities August 1992 - August 1995
Skills
Entrepreneurship, Wealth Management, Financial Services, Crypto-currencies, Business Strategy, Management, Start-ups, Leadership, Finance, Investments, Strategy
Education
Universidad de Belgrano 1987 — 1992
Attended, Economics
Swiss Re March 2015 - Present
Swiss Re May 2013 - February 2015
Morgan Stanley August 2011 - April 2013
Morgan Stanley June 2010 - August 2010
International Finance Corporation October 2006 - May 2009
Banco Itaú January 2006 - September 2006
Skills
Economics, Financial Markets, Valuation, Corporate Finance, Financial Modeling, Due Diligence, Investment Banking, Financial Analysis, Investments, Emerging Markets, Financial Institutions, Capital Markets, Private Equity, Credit, Venture Capital, Equities
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Finance
Universidade de São Paulo 2001 — 2005
Bachelor, Economics
Covance April 2015 - Present
Sushaisa Consulting Services December 2013 - Present
Marsh & McLennan Companies May 2013 - November 2013
Morgan Stanley May 2010 - April 2013
Bank of America October 2009 - May 2010
Merrill Lynch January 2005 - October 2009
Merrill Lynch December 2000 - January 2005
American Express August 1998 - December 2000
Citibank September 1997 - July 1998
Credit Suisse April 1996 - September 1997
Skills
Citrix, Virtualization, Enterprise Architecture, Disaster Recovery, Vendor Management, Release Management, ITIL, IT Strategy, IT Management, IT Service Management, App-V, Integration, VMware, Group Policy, Desktop Engineering, Windows 7 Migration, Powershell, SCCM, AppSense Environment..., Application..., Security Patch..., Browser Engineering, Active Directory, Windows Server, Synology Diskstation, Microsoft Office, IT Operations, Servers, Incident Management, SDLC, VBScript, Business Continuity, Information Technology, Data Center, Infrastructure, SAN, Desktop Computers, System Deployment, IIS, SharePoint, High Availability, Microsoft Exchange, Consulting, Business Analysis, Visio, Management, Project Management, Microsoft SQL Server
Education
Universidad APEC 1990 — 1995
Bachelor's Degree, Electrical Engineering
Miami-based Private Equity and Wealth Advisory Group July 2013 - Present
Rivera Capital Partners February 2012 - Present
MARS Capital Group, S.A. February 2011 - January 2012
Merrill Lynch Bank (Suisse) November 2009 - April 2011
Bank Sarasin January 2008 - May 2009
Julius Baer November 2006 - November 2007
ING Investment Management October 2003 - November 2006
Monte de la Republica January 2001 - November 2003
Morgan Stanley Investment Management 1997 - 2000
Morgan Stanley December 1995 - June 1997
Skills
Raising Venture Capital, Startup Consulting, Private Equity Funding, Private Banking, Wealth Management, Trading, Latin America, Mutual Funds, Due Diligence, Funding, Start-ups, Private Equity, Emerging Markets, Portfolio Management, Venture Capital, Asset Management, Alternative Assets, Equities, Asset Allocation, Investments, Management, Asset Managment, New Business Development, Investment Properties, Alternative Investments, Derivatives, Finance, Corporate Finance, Fixed Income, Negotiation, Economics, Financial Services, Hedge Funds, Investment Banking, Start-up
Education
Universidad Nacional Autonoma de Mexico 1980 — 1985
Law
Universite Sorbonne Paris IV 1983 — 1984
Diplome, Francais
United World College of the Atlantic 1978 — 1980
I.B., Economics, Politics, History
Morgan Stanley June 2015 - Present
Avianca Holdings S.A. May 2011 - June 2014
Baxter Healthcare May 2010 - May 2011
Avianca Holdings S.A. September 2008 - May 2010
Genesis Gestión de Fondos de Inversión December 2006 - September 2008
Skills
Business Strategy, Corporate Finance, Strategic Planning, Business Planning, Budgets, Airlines, Strategic Financial..., Financial Reporting
Education
Yale University - Yale School of Management 2014 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
Stanford Center for Professional Development 2013 — 2013
SCPM Stanford Certified Project Manager, Project Management
Universidad de Los Andes 2003 — 2008
Bachelor of Science (B.S.), Industrial Engineering
Parallel Advisors May 2014 - Present
UC Berkeley School of Information August 2014 - Present
University of California, Berkeley, Haas School of Business August 2010 - Present
Morgan Stanley February 2009 - May 2014
BP Digital (Riptopia and Ripdigital DBA) December 2003 - 2008
US Naval Academy, Annapolis August 2002 - December 2005
US Navy May 1990 - October 1997
Skills
Entrepreneurship, Public Speaking, Strategic Planning, Start-ups, Research, Venture Capital, Business Strategy, Leadership, Strategic Financial..., Published Author, Public Lectures, Strategic Consulting, Investments, Writing, Leadership Development, Business Development, Strategy, Program Management, Team Leadership, Financial Modeling, Valuation, Analysis, Teaching, Mentoring, Private Equity, Management, Change Management, Nonprofits, Executive Management, Competitive Analysis, Mergers & Acquisitions, Risk Management, Due Diligence, Fundraising, Market Research, Business Planning, Product Management, New Business Development, Strategic Partnerships, Business Process..., Financial Analysis, Analytics, Corporate Development, Cross-functional Team..., Consulting, Publishing, Emerging Markets, Finance, Portfolio Management, Executive Coaching
Education
University of California, Berkeley 1998 — 2002
PhD, Technical Innovation Studies
University of Oxford 1990 — 1992
MA, Economics and Philosophy
United States Naval Academy 1986 — 1990
BS, Engineering and History
John Glenn
Prestige Cruise Holdings, Inc. October 2014 - Present
Per Form Studio July 2011 - Present
Warner Channel June 2006 - January 2011
Morgan Stanley April 2004 - May 2006
Skills
Dance, Marketing, Fundraising, Social Networking, Social Media Marketing, Microsoft Word, Digital Marketing, Customer Service, Event Management, Social Media, Management, Marketing Strategy, Event Planning, Fitness, Corporate Finance, Treasury, Treasurers, Treasury Management
Education
Universidad Externado de Colombia 1990 — 1994
Economics, Economics
MR PORTER April 2015 - Present
Patrik Ervell February 2015 - April 2015
Band of Outsiders, LLC July 2014 - January 2015
J.Crew June 2014 - January 2015
Fashion Quarterly Magazine May 2012 - June 2014
Morgan Stanley March 2014 - May 2014
UC San Diego International Center October 2011 - December 2012
Anthropologie January 2012 - March 2012
Skills
Microsoft Office, Photoshop, Stata, Digital Photography, 35mm, Social Media, Customer Service, Public Speaking, Spanish, Blogging, Marketing, Advertising
Education
University of California, San Diego 2010 — 2014
Bachelor's Degree, Economics
Universidad Antonio de Nebrija
Florence University of the Arts
Sacred Heart Preparatory
US Navy Reserve May 2014 - Present
Pioneer Investments September 2005 - Present
US Navy Reserve December 2013 - April 2014
US Navy October 2012 - November 2013
Navy Marine Corp Intelligence Training Center April 2012 - September 2012
United States Navy September 2010 - September 2012
Morgan Stanley February 2003 - August 2005
KLS Martin November 2001 - January 2003
Skills
Finance, Navy, Sales, Series 7, Mutual Funds, Investments, Financial Services, Military, Time Management, Program Management, Leadership, Team Leadership, Management, Asset Management, Intelligence Analysis
Education
U.S. Naval Academy 1991 — 1995
Bachelor of Science (BS), Political Science and Government
Morgan Stanley July 2013 - Present
Morgan Stanley November 2012 - June 2013
ICAP May 2010 - September 2011
San Diego Padres May 2010 - June 2011
Rockstar Energy Drink September 2009 - June 2011
Skills
Fixed Income, Trading, Event Planning, Social Media, Sports, Time Management, Event Management, Finance, Advertising, Online Advertising, Microsoft Office, Sales, Project Management, Organizational..., Product Marketing, Spanish, Marketing, Series 99, Microsoft Excel, PowerPoint
Education
University of California, San Diego 2008 — 2012
B.A., International Economics
Universitat d'Alacant / Universidad de Alicante 2009 — 2010
OAP, International Business
St. Rose High School 2004 — 2008
Northern California World Trade Center April 2015 - Present
Sacramento Metro Chamber February 2015 - April 2015
City of Sacramento January 2014 - April 2014
US Congress September 2013 - March 2014
University of Southern California August 2012 - August 2013
Legislative History & Intent April 2010 - August 2012
California Department of Justice March 2009 - June 2009
California Governor's Office September 2008 - December 2008
Morgan Stanley January 2008 - March 2008
Skills
Training, Community Development, Research, Affordable Housing, Community Outreach, Policy Analysis, Program Evaluation, Public Policy, Grant Writing, Policy, Political Science, Event Planning, Fundraising
Education
University of Southern California 2012 — 2014
Master of Public Administration (M.P.A.), Public Policy
University of California, Davis 2006 — 2009
Bachelor of Arts (B.A.), International Relations, Managerial Economics
Universidad Nacional de Cuyo 2008 — 2008
UC Davis Quarter Abroad Program, Spanish Language, Argentine Cinema
UC Public Policy Program
Morgan Stanley July 2014 - Present
Sykes January 2013 - July 2014
Róka Frutta Kft. July 2011 - October 2011
Andapresent Kft. July 2009 - October 2009
Skills
Programming: - basic..., SQL, Problem Solving, Microsoft Office, Microsoft Excel, Microsoft Word, Internet, Mathematics, PowerPoint, Physics, Organization, Operating Systems, Linux, Windows 7, Windows XP Pro, Mechanics, Electronics
Education
Universitatea „Babeș-Bolyai” din Cluj-Napoca 2009 — 2012
B. Sc. equiv (3-year), Licensed in Physics
"Bàthory Istvàn" Theoretical Highschool,"Mathematics and Computer Science" Theoretical Program 2005 — 2009
High School
SPO Partners & Co. August 2013 - Present
Morgan Stanley June 2011 - July 2013
Fresh Prints June 2009 - April 2012
Lazard September 2009 - December 2009
Education
University of Pennsylvania - The Wharton School 2007 — 2011
B.Sc (Econ), Finance, Summa Cum Laude
Università Commerciale 'Luigi Bocconi'
New Rochelle High School 2003 — 2007
Enlace Inc. NY September 2014 - Present
BGC Partners April 2012 - August 2014
Enlace Inc. NY December 2008 - March 2012
RBS Markets and International Banking April 2008 - December 2008
Morgan Stanley April 2007 - February 2008
Deutsche Bank October 2005 - April 2007
Banco Santander March 2001 - October 2005
Skills
Emerging Markets, FX trading, Interest Rate Swaps, Fixed Income, Trading, Bloomberg, Microsoft Excel
Education
Universidad Católica Andrés Bello 1995 — 2000
Bachelor's Degree, Economics
US Bank June 2005 - Present
Portland Business Alliance 2010 - 2011
Girls Inc. of Northwest Oregon 2009 - 2010
Morgan Stanley 2004 - 2005
Skills
Real Estate, Mergers, Wood, Banking, Portfolio Management, Credit, Strategic Planning, Customer Relations, Event Planning, Customer Service, Account Management, Business Development, Relationship Management, Management, Commercial Banking, Loans, Commercial Lending, Leadership, Small Business Lending, Financial Analysis, Treasury Management, Mergers & Acquisitions
Education
University of Oregon 2003 — 2005
Bachelor, Business, Finance, Spanish
University of Oregon - Charles H. Lundquist College of Business 2003 — 2005
BS, Business
Universitat Pompeu Fabra 2002 — 2003
BS, Spanish
Engaged Health Solutions May 2011 - Present
www.carolinazuleta.com June 2013 - Present
Vivir En El Poblado 2010 - Present
Morgan Stanley 2007 - 2009
Skills
Strategic Planning, Business Strategy, Public Speaking, Entrepreneurship, Strategy, Start-ups, Executive Coaching, Coaching, Fundraising, Management Consulting, Training, Leadership Development, Leadership, Team Building, Wellness
Education
University of Chicago Booth School of Business 2009 — 2011
MBA, Entrepreneurship
The Coaches Training Institute 2011 — 2011
Co-Active Coach, Life Coaching
Universidad de Los Andes
BA, Economics
The Columbus School
Google [X] November 2014 - Present
UC Merced January 2010 - May 2015
UC Merced August 2009 - May 2015
Oxbridge Biotech Roundtable October 2013 - December 2013
The Rising Tribe August 2012 - May 2013
Morgan Stanley January 2012 - March 2012
SHPE 2010 - 2012
Opcion Gama May 2006 - June 2008
Skills
Materials Science, Simulations, Matlab, Statistics, AFM, Data Analysis, Research, Scanning Electron..., COMSOL, Team leadership, Independent Research, Process Design, Statistical Modeling, Analysis, Finite Element Analysis, ProEngineer, Leadership, Laboratory Analysis, CAD/CAM, Chemistry, Chemical engineering, Abaqus, Entrepreneurship, Public Speaking, Teaching, Optimization, Linux, Numerical Analysis, Visio, Failure Analysis, Differential Scanning..., Thermogravimetric..., Creative Problem Solving, Nanotechnology
Education
University of California, Merced 2009 — 2015
Doctor of Philosophy (Ph.D.), Materials Science
Sacramento Entrepreneurship Academy 2012 — 2013
Sacramento Entrepreneurship Academy Fellow, Entrepreneurship/Entrepreneurial Studies
Universidad Industrial de Santander, Colombia 2004 — 2005
Management Training Program, Business Administration and Management, General
Universidad Industrial de Santander 2000 — 2005
B.S.c, Chemical Engineering
Woodhull LLC February 2014 - Present
Skylight Financial Group November 2012 - April 2013
Morgan Stanley May 2012 - September 2012
SafeSourcing, Inc January 2011 - May 2012
Skills
Strategic Sourcing, Customer Service, Relationship Management, International Relations, Sales, Leadership, Account Management, Direct Sales, Purchasing, Lead Generation, Cold Calling, Solution Selling, Marketing Research, Competitive Analysis
Education
Wright State University 2009 — 2011
Master, Business Administration; Finance and International Business
University of Dayton 2004 — 2008
Bachelor of Science, Finance and Spanish
Universidad de Sevilla 2007 — 2007
General Studies
Morgan Stanley May 2015 - Present
GE Digital Energy September 2010 - March 2015
SNC-Lavalin April 2009 - September 2010
Atos 2004 - 2008
Skills
Software Development, Linux, C++, C, Python, Perl, Shell Scripting, SQL
Education
Universidade Federal de São Carlos 1995 — 2000
Bachelor's degree, Computer Science
Morgan Stanley September 2014 - Present
Morgan Stanley October 2013 - August 2014
Prestige Adjustment Inc June 2011 - September 2013
Skills
Microsoft Excel, PowerPoint, Bloomberg Terminal, Microsoft Word, Access, Sales, Research, Finance
Education
University of Maryland - Robert H. Smith School of Business 2005 — 2013
Bachelors, Finance, Operations Management, Senior
Universitat Autònoma de Barcelona 2012 — 2012
N/A, International Business/Trade/Commerce
Liberty Mutual Insurance September 2015 - Present
Liberty Mutual Insurance December 2014 - September 2015
Liberty Mutual Insurance September 2014 - December 2014
UC Davis September 2012 - June 2014
Morgan Stanley September 2013 - December 2013
Office of Congressman John Garamendi July 2013 - September 2013
Internal Revenue Service January 2013 - April 2013
Back to Roots Summer Academy June 2012 - July 2012
Farmers Insurance January 2012 - June 2012
Advanced Pressure Technology June 2010 - August 2010
Skills
Community Outreach, Research, Spanish, Time Management, International Relations, Microsoft Office, Customer Service, Public Speaking, Microsoft Word, Facebook, PowerPoint, Marketing, Arabic, Outlook, Politics, Event Planning, Data Analysis, Blogging, Microsoft Excel, Social Networking, Social Media, Customer Satisfaction, Editing, Online Research, Data Entry, Critical Thinking, Social Media Marketing, Teamwork, Leadership, WordPress, Event Management, Market Research, Stata, Marketing Communications, Political Science, Team Leadership, Intercultural..., Foreign Languages, Tutoring, Interpersonal..., Foreign Policy, Analysis, Training, Financial Analysis, Communication, Strategic Planning, SAS, Finance, Management, Sales
Education
University of California, Davis 2010 — 2014
Bachelor of Arts (B.A.), Economics and International Relations, GPA 3.81
Universitat Pompeu Fabra 2014 — 2014
Study Abroad, International Business and Economics
Morgan Stanley August 2014 - Present
Morgan Stanley June 2013 - August 2013
Alcatel-Lucent May 2010 - May 2012
Alcatel-Lucent February 2009 - May 2010
Alcatel-Lucent March 2008 - February 2009
Alcatel-Lucent June 2006 - March 2008
Alcatel-Lucent June 2005 - June 2006
European Space Agency January 2004 - December 2004
Education
Wharton School, University of Pennsylvania 2012 — 2014
Master of Business Administration (MBA)
Universita Bocconi and ISPI 2005 — 2005
Advanced Diploma
Universidad Politécnica de Valencia 2002 — 2003
Telecomunication
Università degli Studi di Parma 1998 — 2003
MS in Telecomunication
AOL Advertising October 2015 - Present
AOL Advertising February 2015 - Present
Amazon July 2014 - February 2015
Advertising.com, A Division of AOL Platforms August 2013 - July 2014
Advertising.com, A Division of AOL Platforms October 2012 - July 2013
Advertising.com, A Division of AOL Platforms July 2011 - October 2012
Morgan Stanley August 2010 - July 2011
US Navy May 2009 - August 2010
Skills
Sales, Online Advertising, Market Research, Campaign Management, Business Analysis, Pricing Strategy, Leadership Development, Management, Leadership, Process Improvement, Campaign Optimization, Profitability Analysis, US Navy, Advertising, Digital Marketing, New Business Development, Marketing Strategy, Web Analytics, Ad Serving, Mobile Advertising, Behavioral Targeting, Sales Operations, Strategy, Analytics, Salesforce.com, Strategic Partnerships, Lead Generation, Online Marketing
Education
United States Naval Academy
B.S, Political Science; General Engineering
Morgan Stanley Investment Management April 2013 - Present
Morgan Stanley September 2012 - April 2013
Morgan Stanley June 2011 - August 2011
The World Bank Treasury June 2008 - May 2010
National Bureau of Public Debt - Ministry of Finance of Argentina May 2006 - May 2008
Skills
Alternative Investments, Funding, Financial Modeling, Macroeconomics, Swaps, Economics, Investment Management, Treasury, Capital Markets, Emerging Markets, Financial Analysis, Valuation, Finance, Investment Banking, Banking, Bloomberg, Corporate Finance, Fixed Income, Equities, Derivatives, Project Finance, Investments, Hedge Funds, Portfolio Management
Education
The University of Chicago Booth School of Business 2010 — 2012
MBA, Analytic Finance, Accounting
Universidad de 'San Andrés' 2007 — 2007
Master, Economics
University of Buenos Aires 2000 — 2005
Bachelor of Science, Economics
Morgan Stanley September 2012 - Present
Vandal Solutions September 2011 - Present
US Forest Service May 2008 - August 2010
University of Idaho Bookstore September 2008 - May 2010
Skills
Series 7, QuickBooks, Excel, PowerPoint, Microsoft Office, Web Design, Social Networking, Spanish, Outlook, Google, GPS, First Aid, Cpr Certified
Education
University of Idaho 2007 — 2012
Bachelor of Science (BS), Marketing
Universidad del País Vasco/Euskal Herriko Unibertsitatea 2010 — 2011
Morgan Stanley June 2013 - Present
T'Licious August 2010 - May 2013
Morgan Stanley June 2012 - August 2012
Corporate Coverage January 2008 - February 2012
Kiss Technologies, LLC. June 2011 - August 2011
Coffee Coffee August 2008 - August 2009
Skills
Microsoft Excel, Markitwire, Excel, Financial Operations, Conversant in Spanish, PowerPoint, Photoshop, International Business, Marketing Communications, Microsoft Office, Adobe InDesign, Access, Analysis, Quickbooks, Customer Service, Sales, Marketing
Education
University of Delaware - Lerner College of Business and Economics 2009 — 2013
BS, International Business and Marketing
Universidad de Granada 2011 — 2011
Economics, Spanish Grammar and Literature
The John Carroll School 2005 — 2009
High School Diploma
Morgan Stanley June 2015 - Present
Interactive Data May 2014 - August 2014
BBVA January 2012 - August 2013
Alvarez and Marsal May 2009 - November 2011
Vancast y Asociados May 2008 - May 2009
Education
New York University - Courant Institute of Mathematical Sciences 2013 — 2015
MS in Mathematics in Finance
New York University - Leonard N. Stern School of Business 2013 — 2015
Master of Business Administration (MBA)
Universidad de Los Andes 2001 — 2008
MSc Operations Research, BSc Mathematics & Industrial Engineering
MUFG; Bank of Tokyo-Mitsubishi UFJ (BTMU) June 2015 - Present
Credit Suisse May 2014 - May 2015
Morgan Stanley January 2014 - May 2014
Nelson Levine de Luca & Hamilton August 2013 - 2014
U.S. Bankruptcy Court Southern District of Florida May 2012 - August 2012
Esemplia Emerging Markets: Legg Mason International Equities March 2012 - May 2012
US Securities and Exchange Commission May 2011 - August 2011
UBS Investment Bank July 2009 - August 2010
IBM June 2008 - July 2009
Morgan Stanley Investment Management May 2007 - August 2007
Skills
Financial Modeling, Analysis, Research, Legal Writing, Mergers & Acquisitions, Legal Research, Litigation, Securities, Finance, Forecasting, Bankruptcy, Financial Analysis, Mergers, Unfair Competition, Insurance, Capital Markets, Corporate Law, Strategy, Regulatory Affairs
Education
University of Notre Dame Law School 2010 — 2013
J.D., Law
University of Miami 2004 — 2008
BBA, International Finance & Marketing/Pre-law
University of Miami - School of Business 2004 — 2008
BBA, International Finance/Marketing
Universidad del Sagrado Corazón 2006 — 2006
Finance
Merril Lynch July 2015 - Present
Seven Points Capital January 2015 - June 2015
Morgan Stanley September 2013 - December 2014
Safra National Bank of New York April 2012 - August 2013
Cleanis Inc. June 2011 - January 2012
Rede TV April 2010 - February 2011
Rede Record August 2009 - January 2010
Rede Bandeirantes de Televisão July 2006 - May 2009
REDE TV MAIS April 2009 - April 2009
Universidade Metodista de São Paulo May 2005 - December 2005
Skills
Marketing, Television, Editorial, English, Creative Direction, Blogging, Corporate Communications, Editing, Media Relations, Press Releases, Public Relations, Social Media, Social Media Marketing, Storytelling, Video
Education
Universidade Metodista de São Paulo 2005 — 2008
Bachelor’s Degree, Social Communication and Journalism
Morgan Stanley July 2011 - Present
JPMorgan Chase May 2010 - July 2011
MercadoLibre.com (NASDAQ: MELI) September 2008 - April 2010
Booz & Company April 2008 - July 2008
Celerant Consulting June 2007 - July 2007
Tendiendo Puentes April 2002 - February 2006
Skills
Management, Mergers, Finance, Business Analysis, M&A experience, Banking, Emerging Markets, Strategy, Fixed Income, Strategic Planning, Risk Management, Latin America, E-commerce, Equities, Team Leadership, Financial Risk, Mergers & Acquisitions, Financial Markets, Venture Capital, Strategic Financial..., Investment Strategies, Leadership, Hedge Funds, LBO, DCF, Structured Finance, Financial Structuring, Alternative Investments, Capital IQ, Bonds, Equity Capital Markets, Equity Valuation, Business Valuation, IPO, High Yield, Securities
Education
Universidad de 'San Andrés' 2004 — 2007
BA, Business Administration
Regent's University London 2007 — 2007
Study period abroad, BA (Hons) International Business Studies, Finance
Cardenal Newman 1992 — 2003
Bachelor Bilingual English / Spanish, Economics and Management
Gensler July 2014 - Present
Deloitte January 2012 - July 2014
Groupon March 2011 - January 2012
ECC Foreign Language Institute December 2008 - April 2010
Accenture June 2005 - March 2008
Accenture June 2004 - August 2004
Morgan Stanley February 2004 - May 2004
Skills
Management Consulting, Knowledge Management, Change Management, Process Improvement, Financial Modeling, Project Management, Data Analysis, Salesforce.com, Organizational Design, Training Delivery, Business Analysis, HR Transformation, Instructional Design, Strategy, Business Transformation, AutoCAD, Business Intelligence, Consulting
Education
University of California, Berkeley
University of Illinois at Chicago 2001 — 2005
Bachelor of Science (B.S.), Finance
Universitat Pompeu Fabra 2005 — 2005
PwC April 2012 - Present
Altura Capital Group June 2009 - June 2011
Morgan Stanley October 2006 - June 2009
Consultiva Internacional, Inc August 2004 - September 2006
Hewlett-Packard December 1994 - August 2004
Salomon Smith Barney February 1991 - November 1994
Skills
Administrative Support, Administration, Customer Relations, Office Management, Outlook, Microsoft Office, Customer Service, Scheduling, Confidentiality, Calendars, Accounts Payable, Event Planning, Office Administration, Administrative..., Process Scheduler, Human Resources, Strategy, Management, Project Management, Business Development, Business Process, Nonprofits, PowerPoint, Microsoft Excel, Sales
Education
Universidad del Sagrado Corazón 1979 — 1985
Bachelors Degree, Business Administration; Management
Morgan Stanley July 2014 - Present
Vodafone Operations Center Hungary November 2012 - July 2014
DuPont October 2008 - December 2011
CERN January 2007 - February 2008
CERN June 2006 - August 2006
Skills
Work Autonomously, Cooperative, Committment, Efficiency, Fast Learner, Independent Thinking, Customer Oriented, Driving Results, Flexibility, Hard-worker, Communication Skills, Organizational..., Project Planning, Linux, Unix, Windows, Microsoft Office, asp, php, DHTML, javas, Lotus Notes, pl/s, Assembly Language, Concurrent Programming, C++ Language, UML, DOM Scripting, CVS, SCADA, Six Sigma, PLC Programming, Storage, Software Project..., Simulations, IT Management, Mobile Technology, Training, Architectures, Software Engineering, Perl, Agile Methodologies, Data Analysis, Python, Web Services, Continuous Integration, Eclipse, Web Applications, Java, SQL
Education
UNED 2012 — 2013
Post-degree Management of Innovation and Technology-based entrepreneurial Initiatives, IT Project and Solution Management
UNED 2011 — 2012
Post-degree - Professional Expert, European Financial Adviser, NA
UNED 2011 — 2012
Post-degree - Professional Expert, Financial Trading
UNED 2011 — 2012
Post-degree - Professional Expert, Home and Building Automation systems, 7/10
UNED 2011 — 2012
Post-degree - Professional Expert, Solar Energy Technology/Technician, 8/10
Workshop - Sprint Consulting
Scrum Workshop
Training 2013 — 2013
Lean - Sig Sigma
UNED 2012 — 2012
Course, Advanced C++ Programming, 10/10
CERN 2007 — 2008
Courses
Universidad Nacional de Educación a Distancia - U.N.E.D. 2014 — 2015
Coaching - Get the most out of your personal projects and professional, Business Practice - Economics and Business
EEC Easton Event Consulting January 2006 - Present
EntisysAgile360 May 2013 - Present
Access Palm Springs October 2014 - May 2015
Neuberger Berman - Euromobiliar October 2014 - October 2014
Aimia Inc September 2014 - October 2014
Morgan Stanley September 2014 - September 2014
Neuberger Berman - UBS Training Tour April 2014 - July 2014
ACCESS Destination Services March 2014 - May 2014
Aimia Inc January 2005 - 2014
USA WORLD CUP PENTATHLON January 2013 - March 2013
Skills
VIP Services, Meeting Planning, Hotels, Hospitality, Food & Beverage, Event Planning, Registration, Budget, Project Planning, Logistics, Corporate Events, Trade Shows, Catering, Event Management, Menu Development, Budgets, Public Relations, Marketing Strategy, Hotel Management, Revenue Analysis, Contract Negotiation, Resorts, Tourism, Hospitality Industry, Restaurants, Account Management, Banquets, Hotel Booking, Yield Management, Incentive Travel, Incentives, Pre-opening, Sales, Hospitality Management, Management, Travel Management
Education
University of Southern California 1987 — 1990
Bachelor of Science, International Relations
Universidad Autónoma de Guadalajara 1987 — 1987
Whittier College 1985 — 1987
International Business/Trade/Commerce
Morgan Stanley June 2014 - Present
Globant November 2012 - Present
moove-iT March 2011 - November 2012
Infocorp October 2010 - December 2010
Círculo Informático 2009 - 2010
MDi Digital Media Studio 2008 - 2010
B4before 2006 - 2008
Skills
Hybrid Applications, AngularJS, Mobile Applications, Front-end Development, jQuery, JavaScript, PHP, CSS, MySQL, Web Development, AJAX, OOP, Ruby on Rails, HTML 5, Git, Programming, User Interface, Web Applications, Agile Methodologies, jQuery UI, Apache, Linux, Ruby, Software Development, Front-end, Scrum, ActionScript, Unit Testing, Wordpress, XML, XHTML, JSON, Subversion, SASS, HTML5, Sencha, MVC, HTML + CSS, Zend Framework, Agile, Yii Framework, Sencha Touch, SQL, Mobile Application...
Education
Universidad ORT Uruguay 2009 — 2012
ATI, Information Technology
Universidad ORT Uruguay 2004 — 2008
Web Developer, IT, Web development
Wall Street Trading, LLC. February 2014 - Present
NovacaixaGalicia January 2012 - June 2012
Novacaixagalicia October 2007 - January 2012
Caixa Galicia June 2007 - October 2007
Morgan Stanley February 2005 - June 2007
Morgan Stanley June 2004 - September 2004
Auxadi July 2003 - June 2004
Skills
Derivatives, Structured Products, Options, Structuring, Spanish, English, Bloomberg, Financial Markets, Pricing, Valuation, Swaps, Rates, Excel, Equities, FX, Trading, Hedging, Interest Rate..., Risk Management, Microsoft Excel, Financial Structuring, FX Options
Education
IEB - Instituto de Estudios Bursátiles 2008 — 2009
Master’s Degree in Options & Futures., Financial Derivatives
IEB - Instituto de Estudios Bursátiles 2006 — 2007
Master’s Degree in Corporate Finance and Investment Banking, Corporate Finance
MEFF 2004 — 2004
Operator license MEFF type III, Official Operator License MEFF futures and options clearing, settlement and dealing.
IEB - Instituto de Estudios Bursátiles 2003 — 2004
Master’s Degree in Financial Markets, Financial Markets
Universidad Alfonso X El Sabio 1999 — 2003
Business Administration, Economics, BA
Morgan Stanley February 1993 - Present
Skills
Microsoft Office, Microsoft Excel, Capital Markets, Investments, Banking, Microsoft Word, Hedge Funds, Fixed Income, Auditing, Financial Accounting, Financial Analysis, Accounting, Customer Service, Financial Reporting, Alternative Investments
Education
Universidad de Puerto Rico 1968 — 1972
BBA
Lincoln Financial Advisors October 2003 - Present
Small Business Insight August 2009 - August 2011
Lincoln Financial Advisors October 2006 - July 2008
Morgan Stanley September 2000 - November 2003
U. S. Navy May 1993 - September 2000
Education
United States Naval Academy 1989 — 1993
Bachelor of Science (BS), English Literature
Morgan Stanley February 2014 - Present
SecondFloor August 2010 - July 2013
FRSGlobal June 2007 - August 2010
Education
Universitatea „Babeș-Bolyai” din Cluj-Napoca
Bachelor of Science (BS), Informatics
Morgan Stanley Wealth Management January 2012 - Present
Morgan Stanley Smith Barney October 2010 - January 2012
Morgan Stanley September 1999 - September 2010
Summa Technologies January 1998 - September 1999
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
MBA, General Management and Finance
Universidade Estadual de Campinas 1989 — 1993
BA, Computer Engineering, Computer Science
Google October 2012 - Present
Morgan Stanley April 2011 - September 2012
Nuance Communications August 2010 - April 2011
Idilia, Inc. April 2008 - July 2010
Genizon BioSciences March 2007 - April 2008
Terra Networks Brasil November 2003 - January 2007
Procergs March 2001 - October 2003
Peta Systems March 1997 - August 1998
Skills
Linux, Bash, Perl, Apache, RHEL, TCP/IP, Python, Linux Kernel, NFS, C, Postfix, MySQL, DNS, Fedora, x86 Assembly, SMTP, tcpdump
Education
Universidade Federal do Rio Grande do Sul 1996 — 2001
B.Sc., Computer Sciences
Morgan Stanley 2012 - Present
The Wharton School, University of Pennsylvania August 2010 - May 2012
Morgan Stanley June 2011 - August 2011
Recruiting Station Denver, United States Marine Corps January 2008 - July 2010
1st Light Armored Reconnaissance Battalion, United States Marine Corps March 2005 - January 2008
Skills
Financial Modeling, Valuation, Military, Security Clearance, Operational Planning, DoD, Financial Analysis, Corporate Finance, Investments, Business Strategy, Entrepreneurship, Private Equity, Venture Capital, Team Building, Leadership
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Finance and Entrepreneurial Management
United States Naval Academy 2000 — 2004
Bachelor of Science, Economics, with Merit
AIG July 2015 - Present
Morgan Stanley June 2008 - July 2014
Morgan Stanley June 2004 - June 2008
Accenture June 2002 - June 2004
Collective Technologies June 1999 - June 2002
Transarc June 1997 - June 1999
Skills
SAN, Storage Area Networks, System Administration, Linux System..., Disaster Recovery, Troubleshooting, Brocade Fibre Switches, Hitachi Storage, 24x7 Production Support, Large Scale Change..., NAS, Datacentres, Veritas Volume Manager, Veritas Cluster Server, Project Management, IT Operations, IT Infrastructure..., Distributed Systems, Vendor Management, Unix, Storage, Management, Integration, IT Strategy, IT Management, Enterprise Architecture, Data Center
Education
Universidad Simón Bolívar 1989 — 1995
Bachelor of Science (BS), Computer Engineering
CAVU Securities, LLC 2015 - 2015
Ascendant Capital, LLC. 2014 - 2015
First Liberties Financial January 2013 - December 2013
Morgan Stanley January 2012 - December 2012
UBS November 2008 - December 2011
Morgan Stanley November 2006 - November 2008
Skills
Series 7, Capital Markets, Equities, Financial Modeling, Uniform Combined State..., Series 63, Valuation, Fixed Income, Bloomberg, Hedge Funds, Securities, Investment Banking, Private Equity, Wealth Management, Derivatives, Trading, Asset Management, Bonds, Investments, Portfolio Management, Loans, Financial Advisory, Financial Markets, High Yield, Leveraged Finance, Cash Management, Financial Services, Financial Structuring, Equity Research, Options
Education
University of Maryland College Park 2002 — 2006
Bachelor of Science, Finance
Universitat Pompeu Fabra 2003 — 2005
J.C. Penney June 2010 - February 2012
Morgan Stanley Smith Barney January 1999 - November 2008
Morgan Stanley September 1993 - December 1998
Skills
Spanish, Marketing, Customer Service, System Administration, Software Documentation, Coaching
Education
Universidad de Carabobo 1979 — 1981
AS, Business
Bridgewater Associates July 2010 - Present
Deutsche Asset Management 2008 - July 2010
Deutsche Bank Private Wealth Management 2006 - 2008
Bank of America 2001 - 2006
Morgan Stanley 1995 - 2001
US Army May 1989 - 1994
Skills
Hedge Funds, Asset Managment, Investments, Financial Advisory, Alternative Investments, Asset Allocation, Wealth Management, Asset Management, Investment Management, Financial Modeling, Institutional..., Series 7, Equities, Investment Strategies, Investment Advisory, Capital Markets, Securities
Education
United States Military Academy at West Point 1985 — 1989
BS
Belmont Hill School 1978 — 1985
HS Diploma
RidgeWorth Investments December 2010 - Present
Invesco Ltd. February 2001 - December 2010
Morgan Stanley 1998 - 2001
National Football League 1993 - 2000
United States Navy 1993 - 1995
Skills
Series 7, Series 63, Series 65, Series 24
Education
United States Naval Academy 1989 — 1993
B.S., Political Science
Ridley High School 1986 — 1989
H.S. Diploma
Citi June 2015 - Present
Citi June 2014 - August 2014
Citi June 2013 - August 2013
Morgan Stanley June 2012 - August 2012
Skills
Microsoft Excel, Bloomberg Terminal, Microsoft Word, PowerPoint, Social Media, Entrepreneurship, Investment Banking, Corporate Finance, Financial Modeling, Valuation, Microsoft Office, Research
Education
Yale University 2011 — 2015
Bachelor of Arts (B.A.), Economics
Università Commerciale 'Luigi Bocconi' 2013 — 2013
Yale-Bocconi Economics Exchange Study Abroad Program
Gulliver Preparatory School 2008 — 2010
Diploma
Dropbox April 2015 - Present
Dropbox May 2014 - April 2015
Dropbox September 2013 - May 2014
Visa, Inc. August 2011 - August 2013
FTI Consulting August 2009 - July 2011
Morgan Stanley 2008 - 2008
Ernst & Young 2006 - 2006
Skills
Business Development, Corporate Finance, CRM, Financial Analysis, Strategy, Sales, Sales Operations, Management, Financial Modeling, Finance, Valuation, Sales Presentations, Sales Management, Management Consulting, Business Valuation, Due Diligence, Financial Statement..., Technical Presentations, Debt Restructuring, Performance Dashboards, Business Analytics, College Recruiting
Education
University of California, Berkeley - Walter A. Haas School of Business
Bachelor of Science (B.S.), Business Administration and Management, Honors
University of California, Berkeley
Bachelor of Science (B.S.), Business Administration, Honors
Università degli Studi di Firenze
History & Language
Cox Communications January 2015 - Present
Deloitte Consulting August 2012 - December 2014
Deloitte Consulting August 2010 - August 2012
Deloitte Consulting July 2008 - August 2010
Cox Communications June 2007 - August 2007
Morgan Stanley May 2006 - August 2006
Skills
Business Process..., Management Consulting, Business Process Design, Business Transformation, IT Strategy, Business Process..., Business Analysis, Business Process, Business Intelligence, ERP, SDLC, PMO, Requirements Gathering, Requirements Analysis, Consulting, Governance, Strategy, Change Management, Software Project..., Integration, Process Improvement, Project Portfolio...
Education
Villanova University 2004 — 2008
Bachelor of Science in Business Administration
Università Commerciale 'Luigi Bocconi' 2007 — 2007
Marist School 2000 — 2004
Morgan Stanley June 2015 - Present
Marshall Dennehey Warner Coleman & Goggin, P.C. April 2010 - January 2015
Toll Brothers, Inc. April 2006 - October 2009
LN INTERNATIONAL, INC. - SCÜNCI INTERNATIONAL, INC. April 2004 - April 2006
Morgan, Lewis & Bockius LLP May 1999 - April 2004
Dechert LLP January 1996 - May 1999
Skills
Product Liability, Legal Writing, Litigation, Intellectual Property, Trials, Class Actions
Education
University of Pennsylvania 1990 — 1994
Bachelor of Arts (BA), Political Science and French Literature
Universidade de Coimbra 1991 — 1992
Cultural Study Program
MSCI Inc. December 2010 - Present
FEA 2009 - November 2010
Morgan Stanley 2007 - 2009
Nokia 2003 - 2007
Nokia 2000 - 2003
Skills
Java, SQL, C++, Agile Methodologies, Spring, Software Development, Scrum, UML, Design Patterns, T-SQL, Java Enterprise Edition, Architectures, Shell Scripting, Subversion, Tomcat, PL/SQL, JUnit, Linux, REST, Servlets, Perl, XML, Architecture, Eclipse, Software Engineering, Unix, Ant, Software Project..., SOA, Web Services, Hibernate, Software Design, Maven
Education
Babes-Bolyai University, Faculty of Mathematics and Computer Science, Cluj 1994 — 1999
Mathematics
Morgan Stanley July 2004 - Present
Education
Jack Welch Management Institute 2010 — 2011
Business
Universidad San Francisco de Quito 1995 — 2000
B.A., Double Major: Finance, Economics, 3.90
University of Birmingham 1997 — 1998
Economics
Morgan Stanley 2014 - Present
Deutsche Bank 2010 - 2013
EMC 2009 - 2010
EMC 2007 - 2008
EMC 2004 - 2007
National Nuclear Energy Council 1998 - 2001
Microsoft - SAGA 1996 - 1998
Federal Institute of Education, Science and Technology 1990 - 1993
Skills
Agile Methodologies, Cloud Computing, IT Strategy, Enterprise Software, Enterprise Architecture, Product Management, SDLC, SaaS, Software Development, Software Project..., Integration, SOA, Business Analysis, Requirements Analysis, Solution Architecture, Program Management, Oracle, Linux, Operating Systems, Data Center, Databases, Security, UML, Virtualization, Servers, Strategy
Education
University of California, Los Angeles 1993 — 1996
Graduate Fellowship, Computer Science
Universidade Federal de Pernambuco 1990 — 1993
Master of Science (M.Sc.), Computer Science, 4.0
Universidade Federal de Pernambuco 1986 — 1989
Bachelor of Science (B.Sc.), Computer Science
Restoration Hardware September 2015 - Present
Morgan Stanley March 2015 - July 2015
Sacramento River Cats January 2015 - July 2015
Morgan Stanley January 2015 - March 2015
Caesars Entertainment Corporation June 2014 - September 2014
Greenwood Homes June 2010 - September 2013
IVGID June 2009 - September 2013
Education
University of California, Davis 2011 — 2015
Bachelor's Degree, Economics and Communication
Universidad de Sevilla
Spanish Language and Literature
UBS Wealth Management June 2015 - Present
UBS Wealth Management January 2013 - June 2015
McNicoll, Lewis & Vlak February 2010 - October 2012
Morgan Stanley 2004 - 2008
Banco Finantia March 2001 - December 2002
Banco de Galicia January 1994 - March 1999
Skills
Alternative Investments, Series 7, Mutual Funds, Chartered Financial..., US Equities, Fixed Income, Series 63, Separately Managed..., Equities, Wealth Management, ETFs, Asset Managment, Investments, Asset Allocation, Securities
Education
Universidad del CEMA 1997 — 1998
Masters, Finance
Universidad Argentina de la Empresa 1991 — 1996
Bachelor of Science, Business Administration
Morgan Stanley June 2015 - August 2015
GE Transportation May 2014 - August 2014
University of Miami September 2013 - May 2014
Innovative Technical Solutions, Inc. June 2010 - August 2010
Skills
Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Microsoft Excel, Engineering, Research, Data Analysis, Analysis, Construction, Human Resources, Leadership, Process Improvement
Education
University of Miami 2012 — 2016
Bachelor of Science (B.S.), Industrial Engineering
Universidad Internacional Menéndez Pelayo 2012 — 2012
Spanish Language and Culture
Pride Technologies January 2015 - Present
Pershing, a BNY Mellon company January 2011 - May 2014
Morgan Stanley January 2006 - June 2009
Countrywide Home Loans January 2005 - July 2005
Skills
Project Portfolio..., PMO, SDLC, Business Analysis, PMP, Risk Management, Project Delivery, Financial Services, Vendor Management, Stakeholder Management, Software Project..., Business Process..., Series 63, Series 7, Schedules, Project Management
Education
Georgetown University
Bachelor of Science (BS), International Relations and Affairs
Universidad de León
Certificate, Spanish and Iberian Studies
WalkMe™ May 2015 - Present
Meltwater Group June 2012 - April 2015
Meltwater Group August 2010 - June 2012
University of San Francisco February 2010 - August 2010
Morgan Stanley Smith Barney July 2009 - January 2010
HealthCare Recruiters January 2009 - August 2009
Morgan Stanley January 2008 - August 2008
Skills
Spanish, Research, PowerPoint, Microsoft Excel, Microsoft Office, Marketing, Business Development, Microsoft Word, Market Research, Outlook, Sales, Social Networking, Public Speaking, Event Planning, Strategic Planning, Customer Service, Data Analysis, Social Media, Social Media Marketing, Public Relations
Education
University of San Francisco 2006 — 2010
BS, International Business
Universitat de Barcelona 2008 — 2008
International Business and Spanish
Morgan Stanley June 2015 - Present
BDBG Marketing Group April 2014 - Present
Morgan Stanley May 2014 - August 2014
American Sportscasters Assn May 2013 - August 2013
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Social Media, Social Networking, Event Planning, Research, Leadership, Entrepreneurship, Communication, event plann, Social Media Marketing, Customer Service, Management
Education
University of Maryland College Park 2011 — 2015
Bachelor of Arts (B.A.), Communications
Universitat Autònoma de Barcelona 2014 — 2014
International Business
Morgan Stanley Wealth Management February 2015 - Present
Morgan Stanley December 2012 - February 2015
Paul, Weiss, Rifkind, Wharton & Garrison LLP July 2011 - December 2012
Paul, Weiss, Rifkind, Wharton & Garrison LLP June 2009 - July 2011
Obama for America November 2007 - January 2008
Skills
Series 7, Series 66, Wealth Management, Financial Analysis, Financial Modeling, Investments
Education
Washington University in St. Louis 2006 — 2009
A.B., Political Science
United States Naval Academy 2005 — 2006
Quantitative Economics
Sidwell Friends School 1991 — 2005
High School Diploma
Popular, Inc. 2008 - Present
Popular, Inc. 1999 - 2007
Morgan Stanley 1997 - 1999
Ciudadanos del Karso 1996 - 1996
Cartaya González Bates & Link Communications Group 1995 - 1996
Skills
Press Releases, Social Media Marketing, Media Relations, Leadership, Public Relations, Social Media, Strategic Planning, Corporate Communications, Event Planning, Speech Writing, Marketing Strategy, Social Networking, Copywriting
Education
Universidad del Sagrado Corazón
Master’s Degree, Communications and Public Relations
Universidad de Puerto Rico
Bachelor’s Degree, Humanities
Huron Consulting Group January 2015 - Present
Cortland Capital Market Services LLC February 2013 - December 2014
Morgan Stanley May 2012 - September 2012
Windy City Warehouse Inc. November 2008 - January 2012
Skills
Loan Servicing, Government Loans, SBA, SBA 504, Microsoft Excel, Microsoft Office, Monte Carlo Simulation, Morningstar, Wealth Management..., Legal Research, Bloomberg, Banking, Loans, Financial Modeling, PowerPoint, Portfolio Management
Education
University of Illinois at Urbana-Champaign - College of Business
Bachelor's degree, Finance and Financial Management Services
Università degli Studi di Roma Tre
International Finance
McGill University July 2013 - Present
Morgan Stanley January 2014 - April 2014
Logicalis March 2008 - May 2012
Adexus Perú SA September 2007 - March 2008
Cisco Systems May 2006 - July 2007
Skills
Unified Communications, Networking, Telecommunications, Pre-sales, Cloud Computing, Network Architecture, Cisco Technologies, Data Center, MPLS, Strategy, CCNA, IP, Mobile Technology, Video Conferencing, Virtualization, QoS, Enterprise Network..., Digital Media Services, Problem Solving, Communication Skills, VoIP, TCP/IP, IT Service Management, CRM, Sales Operations, Management, CCNA Voice, Pre-Sales Engineering, Post-sale Support, CCNP, Bilingual, ITIL, Product Management, Big Data Analytics, Internet of Things
Education
Desautels Faculty of Management at McGill University 2013 — 2015
Master of Business Administration (M.B.A.), Global Strategy and Leadership
Universidad de Lima 1999 — 2004
Systems Engineer, Engineering
San Antonio de Padua
Morgan Stanley June 2015 - Present
Skills
Microsoft Excel, PowerPoint, Spanish, Teamwork, Customer Service, Public Speaking, Microsoft Office, Customer Satisfaction, Research, Time Management, Facebook, Equity Research, Security Analysis, Food Service Operations
Education
University of Georgia - Terry College of Business 2011 — 2015
Bachelor of Business Administration (BBA), Banking and Finance. International Business Co-Major. Spanish Minor
Universitat Autònoma de Barcelona
International Studies
Viridian Energy 2010 - 2013
AlwaysOn 2009 - 2010
Morgan Stanley May 2008 - March 2009
Stylophane March 2006 - November 2008
Skills
Marketing, Social Media Marketing, Project Management, Social Media, Event Planning, Marketing Strategy, Office Management, Accounts Payable, Online Advertising, Event Management, Advertising, Blogging, PowerPoint, Social Networking, Microsoft Office, Microsoft Excel, Email Marketing, Digital Marketing, Publishing
Education
University of San Francisco
B.S., International Business
Universidad de Deusto
Morgan Stanley June 2013 - Present
RBC Wealth Management June 2011 - August 2011
RND Resources Inc June 2010 - August 2010
Skills
Economics, Analysis, PowerPoint, Data Analysis, Microsoft Office, Microsoft Word, Social Media, Research, Leadership, Financial Analysis, Social Networking, Team Leadership, Teamwork, Client Services, Account Reconciliation
Education
University of Maryland College Park 2009 — 2013
Bachelor of Arts (B.A.), Economics
Universitat Autònoma de Barcelona 2012 — 2012
International Economics
Aksia October 2013 - Present
Morgan Stanley June 2009 - April 2012
Citi Smith Barney November 2008 - June 2009
The Nielsen-Wurster Group June 2007 - August 2007
Benefits with Mark Chow Insurance August 2006 - December 2006
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Project Management, Organization, Skilled Multi-tasker, Travel, Highly self-motivated, Works well in a team, Adaptable & a quick...
Education
University of California, Berkeley 2004 — 2008
Bachelor of Arts (BA), Economics
Asia Institute for Political Economy, Hong Kong 2008 — 2008
Universitat Autònoma de Barcelona 2007 — 2007
Semester Study Abroad - International Business & Economics
SurveyMonkey January 2013 - Present
Silicon Valley NewTech (SVNewTech) June 2013 - Present
CODE Advisors August 2010 - December 2012
Morgan Stanley June 2008 - August 2010
Education
Williams College 2004 — 2008
Bachelor of Arts (B.A.), Economics
Universitat de Barcelona / University of Barcelona 2006 — 2006
Study abroad
Morgan Stanley May 2015 - Present
Independent Consultant November 2014 - March 2015
Constructora de Software June 2006 - October 2014
Aerorepublica s.a June 2005 - June 2006
Aerorepública S.A. June 2004 - June 2005
Ultrabursatiles S.A. February 2003 - April 2004
Executrain Ltda January 2002 - February 2003
Getronics Colombia / Proyecto ARP Liberty January 2001 - September 2001
Neurona /http://www.neurona.com.co/ March 2000 - December 2000
Netsurf Ltda October 1999 - March 2000
Skills
Software Development, PMP, Microsoft SQL Server, SQL, .NET, Team Leadership, Linux, Software Project..., C#, MySQL, Web Services, XML, HTML, Project Management, IT Management, ASP.NET, Business Analysis, JavaScript, PHP, Training, Microsoft Training, Desarrollo de software
Education
Universidad del Rosario 2004 — 2006
Project management postdegree, Project management
Universidad de América 1988 — 1996
Mechanical engineer, Engineer, Math, physics, Design
Morgan Stanley December 2014 - Present
Ipsos July 2013 - December 2014
Honda of Toms River June 2007 - January 2013
Durham Crisis Response Center August 2011 - October 2012
Wake Forest University May 2010 - May 2011
Wake Forest University August 2009 - May 2011
Wake Forest University August 2009 - May 2011
Wake Forest University 2009 - 2011
Villanova University January 2007 - June 2009
Skills
Psychology, Customer Service, Microsoft Office, Writing, Project Management, Data Analysis, Microsoft Excel, Emergency Suicide..., Teaching, SPSS, Academic Writing, Research Design, Statistics, Psychology Writing, Mindfulness Meditation, Cold Calling, Sales, Hierarchical Linear..., Quantitative Research, Literature Reviews, Mindfulness Based..., SAS, Qualitative Research, Sorority Recruitment, Microsoft Word, Staffing, Market Research, PowerPoint, Management, Survey Design, Research, Social Media, Marketing Research, Higher Education, Data Collection
Education
Duke Integrative Medicine 2011 — 2011
Mindfulness-Based Stress Reduction, Foundations
Wake Forest University 2009 — 2011
M.A., Psychology, Experimental
Villanova University 2005 — 2009
Bachelor of Arts, Psychology; Spanish Concentration
Universidad de Cádiz 2006 — 2006
Spanish Conversation and Composition
Red Bank Catholic High School
Red Bank Catholic High School
Morgan Stanley August 2014 - Present
NYU Stern School of Business August 2012 - July 2014
Morgan Stanley June 2013 - August 2013
Inter-Risco Private Equity April 2011 - August 2012
Banco BPI September 2008 - April 2011
Skills
Corporate Finance, Valuation, Financial Modeling, Financial Analysis, Investment Banking, Capital Markets, Business Strategy, Equities, Portfolio Management, Private Equity, Financial Markets, Economics, Management Consulting, Portuguese, Mergers & Acquisitions, Banking, Insurance, Asset Management, Marketing, Operations Management, Statistics, Macroeconomics
Education
NYU Stern School of Business 2012 — 2014
Master of Business Administration (MBA), Finance and Economics
EGP 2009 — 2009
M&A Executive Program
Universidade Católica Portuguesa 2005 — 2008
Bachelor's degree, Business and Administration
CitiGroup Management Corp -Global Compliance December 2012 - Present
Global Bankers Institute 2012 - Present
The Edcomm Group Banker's Academy May 2003 - August 2012
Morgan Stanley 2001 - 2003
US Bank 1994 - 1999
First National Bank 1991 - 1993
San Diego Trust 1986 - 1991
Skills
Retirement Planning, Credit, Credit Risk, Due Diligence, Branch Banking, Accounting, Commercial Banking, Asset Allocation, Private Banking, Portfolio Management, Financial Risk, Risk Management, Banking, Business Development, Strategic Financial..., Financial Markets, Equities, Securities, KYC, Capital Markets, Loans, Financial Analysis, Operational Risk, Asset Managment, Strategic Planning, MIS, Business Analysis, Insurance, Cash Management, AML, Life Insurance, Mortgage Lending, Retail Banking, Investment Banking, Business Strategy, Wealth Management, Business Planning, Operational Risk..., Investments, Fixed Income, Private Equity, Investment Advisory, Financial Services, Relationship Management, Financial Modeling, Mutual Funds, Series 7, Credit Analysis, Series 63, Corporate Finance
Education
University of Oklahoma 1993 — 1994
Compliance Officer, National Compliance School & National Truth in Lending School
Universidad Tecnológica de México 1980 — 1984
BS, Business
Lending Club July 2011 - Present
Lending Club November 2008 - June 2011
Kinney Consulting June 2005 - December 2009
First Horizon October 2005 - August 2007
Bridge Bank May 2005 - November 2005
Washington Mutual January 2003 - May 2005
morgan stanley 2002 - 2005
Morgan Stanley June 1998 - November 2002
Smart Interiors 1995 - 1998
Skills
Credit, Loans, Underwriting, Risk, Banking, Fraud Prevention, Fraud Investigations, Fraud Analysis, Risk Management, Risk Analysis, Market Risk, Risk Mitigation, Spanish, Fraud, Finance, Financial Risk, Internal Audit, Credit Risk, Mortgage Lending
Education
Pinewood High School
High School
Universidad Autónoma de Guadalajara
BS, International Business
University of California, San Diego
B.A. 's, Economics & Communication
Morgan Stanley December 2013 - Present
Morgan Stanley August 2013 - November 2013
Codespring June 2012 - June 2013
Skills
Software Development, Agile Methodologies, Java, XML, Android Development, Scrum, SQL, Spring, C/C++ STL, Python, Ext JS, Software Project..., Cucumber, Hibernate, JUnit, C#, Maven, Design Patterns, Flex, NoSQL, Data Visualization, User Experience, Git, Unix Shell Scripting, Java Enterprise Edition, JavaScript, Software Design, Ant, Test Driven Development, JMS, JPA, Spring Framework
Education
Universitatea „Babeș-Bolyai” din Cluj-Napoca 2010 — 2013
Bachelor of Science (BS), Computer Science
Bolyai Farkas High School 2005 — 2009
Mathematics and Computer Science
UBS August 2015 - Present
Morgan Stanley June 2015 - August 2015
Wake Forest University August 2011 - May 2015
Delaware North Companies May 2014 - August 2014
Morgan Stanley Wealth Management May 2013 - August 2013
Morgan Stanley Wealth Management May 2012 - August 2012
Skills
Analytical Skills, Team Leadership, Problem Solving, Organization Skills, Strategic Thinking, Communication, Microsoft Excel, PowerPoint
Education
Wake Forest University 2011 — 2015
BA, Economics
Universitat Ramon Llull 2013 — 2013
The Hill School 2010 — 2011
Canisius High School 2006 — 2010
Banco Santander July 2011 - Present
Santander Asset Management July 2008 - October 2011
La Caixa April 2008 - June 2008
Morgan Stanley June 2005 - April 2008
Skills
Mercados financieros, Gestión de cartera de..., Inversiones, Gestión de activos, Banca, Acciones, Banca privada, Mercado de capitales, Rentas fijas, Derivados, Análisis financiero, Asignación de activos, Bloomberg
Education
Financial Industry Regulatory Authority (FINRA) 2011 — 2011
General Securities Representative - (Series 7)
AFI 2007 — 2007
Course Equity Derivatives. (AFI).
EFPA 2006 — 2006
Certificate EFA (European Financial Advisor).
Instituto de Estudios Bursátiles (IEB) 2000 — 2005
Master in stock exchanges and financial markets.
Universidad Complutense de Madrid 2000 — 2005
Bachelor of Legal-Financial Studies
Intercontinental Exchange March 2015 - Present
IntercontinentalExchange, Inc. August 2013 - March 2015
Morgan Stanley January 2013 - August 2013
Morgan Stanley July 2010 - January 2013
Cisco August 2007 - July 2010
IBM August 2005 - January 2006
Skills
Spring, Hibernate, Java, Tomcat, AJAX, C#, JSON, Web Applications, Credit Derivatives, Fixed Income, Cisco Technologies, Agile Methodologies, Unix, Perl, Sybase, Shell Scripting, Distributed Systems, JMS
Education
Harvard University Extension School 2008 — 2013
Master in Information Technology, Software Engineering
Universidad de Puerto Rico 2002 — 2007
BSEE, Electronics
Laurion Capital August 2011 - Present
Morgan Stanley May 2007 - August 2011
Banc of America Securities June 2005 - May 2007
Bear Stearns November 2002 - June 2005
Thomson Financial June 2001 - November 2002
Plural March 1998 - June 2001
Skills
Electronic Trading, Trading Systems, Fixed Income, Low Latency, Derivatives, Equities, Market Data, Sybase, Equity Derivatives, Credit Derivatives, FX Options, Trading System, Options, Equity Trading, Capital Markets, Interest Rate..., Bloomberg, Trading, Investment Banking, Reference Data
Education
1989 — 1994
BS, Electrical Engineering
Liceul de Informatica 1984 — 1988
Northrop Grumman Corporation June 2015 - Present
University of Maryland September 2011 - May 2015
Morgan Stanley June 2014 - August 2014
Northrop Grumman Corporation May 2013 - August 2013
Skills
Financial Operations, Product Cost Analysis, Investment Banking, Information Systems, Visual Basic, Microsoft SQL Server, Microsoft Excel, Derivatives, Microsoft Office, Public Speaking, Microsoft Word, PowerPoint, Research, Social Media, Customer Service, Data Analysis, Financial Analysis, Leadership, Analysis, Teamwork
Education
University of Maryland College Park 2011 — 2015
BS, Finance, Information Systems
Università Commerciale 'Luigi Bocconi' 2013 — 2013
Under30Experiences March 2015 - Present
Morgan Stanley June 2014 - Present
Morgan Stanley June 2013 - August 2013
Ryan Labs Asset Management July 2012 - January 2013
Key New York May 2012 - July 2012
HFP Capital Markets LLC May 2012 - July 2012
Skills
Finance, Microsoft Excel, Financial Analysis, Social Networking, Economics, Microsoft Office, Spanish-speaking, Microsoft Word, PowerPoint, Access, Market Research, Customer Service, Liasoning, Client Development, Negotiation, Online Advertising, Organization, Adventure Travel, Leisure Travel, Spanish
Education
Fordham University 2010 — 2014
Bachelor of Science (BS), Finance, Economics, International Business
Universitat Ramon Llull 2013 — 2013
Business Administration and Management, General
Morgan Stanley October 2014 - Present
Morgan Stanley March 2012 - October 2014
Shutts & Bowen January 2011 - May 2011
McDermott Will & Emery September 2006 - September 2010
Marcondes Advogados Associados July 2004 - August 2004
Skills
Private Equity, Mergers, Latin America, Portuguese, Corporate Law, Joint Ventures, Venture Capital, Restructuring, Due Diligence, Energy, Litigation, International Relations, Communication, Friendraising, Mergers & Acquisitions, Business
Education
University of Michigan Law School 2003 — 2006
JD
Universitat de Barcelona 2004 — 2004
J.D. Summer Program, E.U. Law, International Sports Law
Virginia Polytechnic Institute and State University 2000 — 2002
B.A., English and Communications
Chantilly High School
Morgan Stanley July 2012 - Present
Monarch Advisory Group September 2011 - June 2012
Peak Capital Investment Services January 2011 - August 2011
Northwestern Mutual April 2010 - September 2010
Snow Creek Ranch May 2010 - August 2010
Skills
Insurance, Financial Analysis, Customer Relations, Small Business, Series 7, Series 66, Marketing Strategy, Spanish, Social Media, Personal Finance, Financial Planning, Microsoft Office, Excel, Salesforce.com, Leadership, Sales, Marketing, Finance
Education
University of Denver - Daniels College of Business 2007 — 2011
BSBA, Marketing, 3.9
Universidad Pablo de Olavide 2010 — 2010
Morgan Stanley January 2011 - Present
Huron Consulting Group August 2009 - December 2010
Education
University of Notre Dame - Mendoza College of Business 2005 — 2009
B.B.A, Finance
Universidad de Castilla-La Mancha 2008 — 2008
Mercer June 2014 - Present
Woodrow Wilson Middle School September 2010 - December 2014
EMC June 2013 - May 2014
Morgan Stanley June 2013 - August 2013
goSprout December 2012 - August 2013
Nike Junior Tennis Camp June 2009 - September 2012
Baystate Financial Services May 2012 - August 2012
Skills
Social Media, Microsoft Office, PowerPoint, Morningstar, SmartOffice, Teamwork, Customer Service, Leadership, Communication Skills, Writing, Sales, Social Networking, Microsoft Excel
Education
Wesleyan University 2010 — 2014
Bachelor of Arts (B.A.), Economics
Universidad Carlos III de Madrid 2012 — 2012
Nashoba Regional High School 2006 — 2010
Captial Formation Group May 2009 - Present
Merrill Lynch Private Banking and Investment Group June 2006 - February 2009
Morgan Stanley July 2005 - May 2006
Banco Mercantil November 2004 - April 2005
Banco Mercantil July 2002 - November 2004
Universidad Privada Boliviana September 2003 - October 2003
Fondo de la Comunidad April 2001 - June 2002
Fondo de la Comunidad July 1999 - March 2001
Fondo de la Comunidad July 1998 - June 1999
Skills
French
Education
Universidad Privada Boliviana 1996 — 2000
BS, Business
J.P. Morgan January 2013 - Present
J.P. Morgan September 2010 - January 2013
Morgan Stanley June 2009 - September 2010
Banc of America Securities January 2009 - June 2009
Banc of America Securities October 2006 - January 2009
Deustche Bank January 2006 - October 2006
Citigroup June 2004 - January 2006
Skills
Investment Banking, Banking, Private Equity, Valuation, Fixed Income, Corporate Finance, Capital Markets, Equity Research, Financial Modeling, Equities, Hedge Funds, Emerging Markets
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2004
MBA, Corporate Finance and Investment Management
Universidad Torcuato di Tella 1994 — 1998
Bachelor of Science (BS), Economics
Belgrano Day School 1979 — 1993
Morgan Stanley December 2009 - Present
Morgan Stanley May 2008 - December 2009
Bear Stearns July 2006 - May 2008
Skills
Equities, Capital Markets, Hedge Funds, Series 7, Bloomberg, Valuation, Securities, Financial Modeling, Alternative Investments, Investments, Latin American markets, Emerging Markets, Investment Management, Equity Research, Portfolio Management, Asset Management
Education
University of Pennsylvania - The Wharton School 2004 — 2006
Master of Business Administration (MBA), Finance
Universidad del Pacífico (PE) 1995 — 1999
Bachelor's degree, Economics
Quintiles May 2008 - Present
Compuware January 2004 - May 2008
Morgan Stanley January 2004 - May 2008
SAS Mexico September 2000 - January 2004
Skills
Data Integration, Data Warehousing, Data Mining, SAS, Data Quality, ETL, Predictive Analytics, SAS programming, Business Intelligence, Data Modeling, SQL, Analytics, Requirements Gathering, Unix, Unix Shell Scripting, Business Analytics, DB2, Business Intelligence..., Requirements Analysis, Databases, SAS Programming, Shell Scripting
Education
Universidad Nacional Autónoma de México 1996 — 2000
Bachelor, Applied Mathematics
Mosquitia Project April 2009 - Present
University of Miami December 2007 - March 2009
P.P.&F Investment Group LLC March 2006 - December 2007
Morgan Stanley December 2004 - April 2005
Petroleos de Venezuela S.A. January 2001 - January 2002
PDVSA Holding January 2001 - January 2002
MB Mortgage Corporation January 1988 - January 2002
PDVSA Holding January 2000 - January 2001
PDVSA Holding January 1996 - January 2000
Petroquímica de Venezuela January 1994 - January 1996
Education
Universidad Metropolitana (VE) 1979 — 1984
United States
Bachelor, Business Administration
Quantek Asset Management, LLC 2008 - Present
Quantek Asset Management, LLC 2008 - August 2009
Bear Stearns 2007 - 2008
Morgan Stanley August 1998 - July 2007
Education
Università Commerciale 'Luigi Bocconi' 1994 — 1998
PCG Canada September 2010 - Present
Intelerad Medical Systems June 2009 - February 2011
Morgan Stanley October 2005 - March 2009
Equant February 2005 - October 2005
Equant Telecommunication (France Telecom) 2004 - 2004
unifon 1999 - 2001
Telefonica Comunicaciones Personales - UNIFON 1996 - 2001
miniphone 1995 - 1999
opalsen 1993 - 1996
sevel 1993 - 1995
Skills
Software Quality..., Requirements Analysis, Quality Assurance, SQL, Testing, Regression Testing, Agile Methodologies, JIRA, MS Project, Test Planning, Unix, Scrum, Software Project..., Oracle
Education
C.A.E.C.E. 1984 — 2004
Master in Computer Science
caece 1984 — 2004
Master in Computer Science
escuela tecnica ort 1979 — 1984
Computer Technician/Programmer
ort 1979 — 1984
Computer Technician/Programmer
Morgan Stanley 2011 - Present
Thomson Reuters 2010 - 2011
US Army 1991 - 2011
Guardsmark 2007 - 2010
Guardsmark 2003 - 2007
Computer Sciences Corporation 2002 - 2003
Skills
Strategic Planning, Organizational..., Change Management, Program Management, Leadership, Vendor Management, Security, Military, Physical Security, Budgets, Logistics, Operations Management, Government, Management, Strategy, Command, Army, Security Management, Emergency Management, Military Experience, Security Clearance, Operational Planning, Intelligence, Military Operations, DoD, Crisis Management, Risk Management, Security Operations
Education
US Army Command and General Staff College 2009 — 2010
Strategic Planning, Leadership, Force Management
United States Military Academy at West Point 1987 — 1991
BS, Electrical Engineering (Computer Engineering)
BlackRock March 2006 - Present
Bear Stearns 2004 - 2006
Fitch Ratings 2002 - 2004
Morgan Stanley 2000 - 2002
Skills
Fixed Income, Investments, Private Equity, Structured Products, Structured Finance, Investment Strategies, Financial Structuring, Finance, Institutional..., ABS, Strategy, Business Development, Investor Relations, Marketing Strategy, Marketing, Pension Funds, Hedge Funds, Equities, Derivatives, Asset Management, Capital Markets
Education
University of Richmond 1996 — 2000
Business Administration and Management, General
University of Richmond - Robins School of Business 1996 — 2000
BS in Business Administration, Concentrations in Finance and International Business
Universidad de Deusto 1999 — 1999
Semester Abroad, Finance, Economics, History
Lehman Brothers July 2005 - January 2010
Morgan Stanley December 1999 - April 2005
Banco Noroeste S.A January 1997 - February 1999
Banco Real S.A. December 1995 - December 1996
Banco Sudameris S.A. May 1995 - October 1995
Serviço Federal de Processamento de Dados (SERPRO) July 1989 - April 1995
Skills
Full SDLC, Visio, Business Analysis, Access, Software Documentation, DB2, Cross-functional Team..., Management, Analysis, Integration, Testing, Quality Assurance, Business Process, SDLC, Project Management, Teamwork, Program Management, Requirements Analysis, Investment Banking, Communication Skills, Banking, COBOL
Education
The Institute for Data Center Professionals at Marist College 2013 — 2013
z/OS Application Programming Certificate – COBOL, A
Universidade de São Paulo 1980 — 1984
B.Sc, Statistics degree
LESTE GLOBAL INVESTMENTS April 2014 - Present
Banco Brasil Plural August 2011 - Present
MSCI Inc. August 2009 - August 2011
Millennium Partners May 2005 - August 2009
Morgan Stanley January 2000 - May 2005
Morgan Stanley January 1994 - January 2000
Skills
Equities, Fixed Income, Quantitative Finance, Equity Derivatives, Portfolio Management, Market Risk, Risk Management, Options, Derivatives, Project Management, Basel III, Investment Banking, Series 7, Investments, Wealth Management, Valuation, Hedge Funds, Backtesting, Alpha Generation, Program Trading, Equity Trading, Equity Valuation, Bloomberg, Structured Products, Electronic Trading, Financial Risk, Emerging Markets, Portfolio Construction, Market Impact
Education
Universidade Federal do Rio de Janeiro 1992 — 1994
Master's degree, Econometrics and Quantitative Economics
Universidade Federal do Rio de Janeiro 1989 — 1994
Bachelor of Science (BS), Economics
Virtu Financial September 2015 - Present
Morgan Stanley April 2004 - September 2015
Instinet Incorporated 2002 - 2004
Education
United States Military Academy at West Point
Morgan Stanley September 2011 - February 2015
Schlumberger May 2010 - June 2011
Schlumberger Technologies January 2008 - April 2010
Ariba January 2007 - December 2007
Schlumberger June 2005 - December 2006
Schlumberger March 2000 - June 2005
Skills
Software Project..., SOA, Software Development, Object Oriented Design, Risk Management, Management, Integration, Core Java, ESB, Master Data Management, SharePoint, Project Management, Scrum, Software Design, Agile Methodologies, Relational Databases, Procurement, People Management, Java, DB2, SQL, Oracle, Pega PRPC, Operational Risk, Ext JS, Web Applications
Education
Università degli Studi di Napoli 'Federico II' 1992 — 1998
Master Degree, Electronic Engineering, 110/110 and honors
Davidson Kempner Capital Management January 2011 - Present
DE Shaw & Co May 2008 - May 2011
Credit Suisse 2005 - 2008
Morgan Stanley 2004 - 2005
Barclays Capital 2001 - 2003
Skills
Valuation, Hedge Funds, Investment Banking, Portfolio Management, Financial Risk, Securities, Credit, Capital Markets, Fixed Income, Derivatives, Private Equity, Alternative Investments, Pricing, Credit Derivatives, SEC Financial Reporting, Accounting, Distressed Debt, Trade claims, Investor Reporting, Financial Modelling, Management, DCF Valuation, Team Leadership
Education
Universidad Autónoma de Madrid 1982 — 1987
Economics, Economic Structure
santa maria del pilar
universidad autonoma de madrid
Citi May 2012 - Present
Deloitte Consulting September 2009 - May 2012
Morgan Stanley 2008 - 2008
Skills
Financial Modeling, Management Consulting, Operating Models, Valuation, Business Strategy, Business Transformation, Business Process..., Corporate Finance, Financial Analysis, IT Strategy
Education
University of Pennsylvania - The Wharton School 2007 — 2009
Master of Business Administration (MBA), Finance, General
Universidade de São Paulo 1996 — 2000
BS, Mechanical Engineering
New York Life Insurance Company 2013 - Present
TD Securities (USA) LLC 2008 - 2012
Morgan Stanley 2007 - 2008
Moody's Investors Service 1998 - 2007
Dresdner Kleinwort Benson / Dresdner Bank AG 1997 - 1998
The Bank of New York 1993 - 1997
US Navy 1985 - 1990
Skills
Risk Management, Credit Risk, Credit, Hedge Funds, Insurance, Counterparty Risk, Leadership, Business Strategy, Capital Markets, Risk, Securities, Financial Analysis, Financial Risk, Fixed Income, Investment Banking, Portfolio Management, Securitization, Corporate Finance, Investments, Derivatives, Structured Finance, Banking, Mergers & Acquisitions, Credit Analysis, Private Equity, Trading, Equities, Financial Structuring, Relationship Management, Cash Management
Education
University of Maryland - Robert H. Smith School of Business 1991 — 1993
MBA, Finance
United States Naval Academy 1981 — 1985
BS, Economics
Morgan Stanley 2004 - Present
Santander Asset Management 2002 - 2004
Bank of America 1997 - 2002
Skills
Fixed Income, Derivatives, Capital Markets, Portfolio Management, Investments, Trading Systems, Alternative Investments, Asset Management
Education
Universidad Anáhuac / Universidad Anahuac 1990 — 1994
Bachelor of Business Administration (B.B.A.)
Self 2012 - Present
WaterAid August 2008 - September 2008
Morgan Stanley April 2007 - July 2008
Capita 2005 - March 2007
L'Oréal 1999 - 2000
InBev 1996 - 1999
Núcleo de Estudos e Projetos Habitacionais e Urbanos, NEPHU/UFF 1991 - 1996
Skills
French, Management, Marketing, Customer Service, Social Media, Public Speaking, Project Planning, Microsoft Excel, Urban Sociology, Urban Planning, Urban Politics, Quality Management, Public Relations, Organizational..., 5S, Beverage Industry, Microsoft Office, Beauty Industry, Voluntary Sector, Writing, Interpreting, Internal Marketing, Microsoft Word, English to Portugese..., Brazilian History, Urban History, Teamwork, Training, Analysis, PowerPoint, English, Portuguese, International Political..., Performance Management, Human Resources, Translation, Social Networking
Education
Scuola Enologica di Conegliano Veneto 2004 — 2004
Dip, Marketing & Quality Control for Oenological Industry
Universidade Federal Fluminense 1990 — 1994
Ba, Political Sciences, Sociology & Anthropology
Morgan Stanley July 2011 - Present
Bank of America Merrill Lynch November 2009 - July 2011
Bank of America Merrill Lynch July 2008 - November 2009
The Greater Wilkes-Barre Chamber of Business and Industry June 2007 - August 2007
Skills
Process Improvement, Business Process..., Management, Equities, Six Sigma, Change Management, Project Management, Business Analysis
Education
New York University, Stern School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Leadership and Change Management, Management of Operations and Technology, Strategy
Villanova University 2004 — 2008
BS, Economics, International Business
Universidad de Sevilla 2007 — 2007
Morgan Stanley January 2010 - Present
Morgan Stanley June 2005 - December 2009
Pfizer Pharmaceuticals June 2004 - August 2004
Skills
Series 7, Series 63, Capital Markets, Fixed Income
Education
Villanova University 2001 — 2005
Bachelor of Science in Business Administration, Finance, International Business and Spanish
Universidad de Sevilla 2003 — 2003
International Economics and Management
Rollo Capital January 2008 - Present
K Capital 2002 - 2007
Morgan Stanley 1997 - 2002
Cargill Financial Markets 1996 - 1997
Salomon Brothers 1992 - 1996
Education
Università Commerciale 'Luigi Bocconi'
Cascadia Capital 2012 - Present
Goldman Sachs 2010 - 2012
Morgan Stanley 2006 - 2009
Ernst & Young 2004 - 2006
Skills
Valuation, Due Diligence, Auditing, Finance, Mergers & Acquisitions, Investment Banking, Private Equity, Venture Capital, Analysis, Corporate Finance, Business Strategy, Financial Analysis, Capital Markets
Education
United States Naval Academy
BSc, Political Science and Government
Morgan Stanley May 2010 - Present
Education
Universidade Presbiteriana Mackenzie
EY January 2015 - Present
Freddie Mac June 2012 - January 2015
Morgan Stanley September 2010 - June 2012
Skills
Equities, Fixed Income, Derivatives, Investment Banking, Capital Markets, Securities, Middle Office, Financial Analysis, Analysis, Finance, Microsoft Office
Education
University of Maryland - Robert H. Smith School of Business 2007 — 2010
Bachelor of Science (BS), Accounting
Universal Technical Institute of Pennsylvania Inc 2005 — 2006
Automobile/Automotive Mechanics Technology/Technician
Coldwell Banker United, Realtors August 2014 - Present
Self-employed January 2009 - May 2011
Morgan Stanley June 2007 - April 2008
United States Army January 1995 - November 1996
NATO July 1995 - January 1996
Skills
Residential Homes, Residential Investment..., Press Releases, Marketing, Nonprofits, Writing, Leadership, Real Estate Transactions, Social Media, Sales, Strategic Planning, Public Speaking, finding expats a place...
Education
University of Oklahoma 1995 — 1997
M. Ed., Adult and Higher Education
Universidad Complutense de Madrid 1988 — 1989
Certificate of proficiency in the Spanish Language, Curso Para Extranjeros
University of Kent 1985 — 1988
BA (Hons), English and American Literature
Noble Group September 2008 - Present
CIBC World Markets (Canadian Imperial Bank of Commerce) July 2007 - May 2008
Morgan Stanley July 2006 - January 2007
Education
Universidad Pontificia Comillas 2003 — 2007
International Business (E4), International Business & Finance
Morgan Stanley January 2015 - Present
RBC Wealth Management June 2013 - January 2015
UBS Financial Services, UBS International January 2012 - June 2013
Wells Fargo Advisors January 2010 - January 2012
Latam Investments, LLC January 2009 - January 2010
Intercam Securities December 2008 - July 2009
Capital Growth Financial Corporation November 2007 - May 2008
vFinance 2002 - 2007
Global Partners August 2001 - November 2002
OMS May 1999 - July 2001
Skills
Asset Management, Account Reconciliation, Accounting, Banking, Customer Service, Emerging Markets, Equities, Financial Analysis, Financial Services, Management, Fixed Income, Sales, Securities, Series 7, Trading, Wealth Management, Back Office, Budgets
Education
Universidad Interamericana de Puerto Rico 1993 — 1996
Bachelor of Business Administration (B.B.A.), Business Administration - Accounting
Universidad de Puerto Rico 1988 — 1991
Associate of Arts (A.A.), Literature and Drama
Colegio Santiago Apostol 1975 — 1988
high school, High School/Secondary Diplomas and Certificates
Fascet LLC January 2011 - Present
First Investors Corporation April 2010 - January 2011
Financial Partners Capital Management, LLC January 2010 - April 2010
Investor Relations International July 2009 - August 2009
Evercore Asset Management, LLC March 2009 - March 2009
Financial Partners Capital Management, LLC April 2006 - January 2009
MTV Networks January 2006 - March 2006
Morgan Stanley June 2003 - August 2003
Skills
Fixed Income, Options, Microsoft Excel, Derivatives, Bonds, Securities, Equities, Mutual Funds, Portfolio Management, Asset Allocation, Bloomberg, Trading, Trading Systems, Financial Analysis, Corporate Actions, Hedge Funds, Alternative Investments, Finance
Education
University of Arizona, Eller College of Management 2000 — 2004
Bachelor of Science in Business Administration, Finance
Universidad de Alcalá 2002 — 2002
Minor, Spanish
Mira Costa High School 1997 — 2000
Morgan Stanley August 2015 - Present
RBC October 2012 - August 2015
Merrill Lynch March 2011 - October 2012
Merrill Lynch February 2008 - March 2011
Merrill Lynch June 2004 - February 2008
BankBoston January 2000 - May 2004
Education
Instituto de Estudios Empresariales de Montevideo 2000 — 2001
MBA, Business Administration
Universidad de la República 1992 — 1999
Bachelor, Accountant
Christians Brothers 1979 — 1991
High School
Morgan Stanley May 2014 - Present
hybris software June 2012 - May 2014
Tenrox By Upland June 2011 - June 2012
Tenrox 2011 - 2011
iWeb 2010 - 2010
Vitarella 2007 - September 2009
Skills
VMware, Microsoft SQL Server, Technical Support, SQL, Active Directory, IIS, Windows Server, DNS, MySQL, UML, Virtualization, Storage Virtualization, Network Virtualization
Education
Collège de Rosemont 2010 — 2011
College, Network and System Administration/Administrator
College Champlain 2010 — 2010
College, Wireless Networking
Universidade Federal de Pernambuco
Bachelor of Engineering (B.Eng.), Industrial Engineering
Goldman Sachs April 2013 - Present
Barclays July 2011 - April 2013
Morgan Stanley 1998 - 2010
ING Barings 1996 - 1998
Skills
Equity Research, Emerging Markets, Valuation, Equities, Financial Modeling, Financial Markets, Investments, Equity Valuation, Value Investing, Telecommunications, Media, Technology, Latin America, Education, Mergers & Acquisitions, IPO, Finance, Investor Relations, Securities, Analysis
Education
Universidade de São Paulo / USP 1989 — 1993
School of Economics, Business and Accounting, Business Administration
Visium Asset Management June 2014 - Present
Siguler Guff & Company July 2010 - May 2014
Morgan Stanley May 2003 - July 2008
Davis Polk & Wardwell 2004 - 2007
Skills
Structured Products, Equities, Commodity, Financial Structuring, Trading, FX Options
Education
The University of Chicago 1999 — 2003
Università di Pisa 2000 — 2000
Italian
PNC May 2015 - Present
UPMC April 2014 - April 2015
UPMC November 2012 - April 2014
UPMC September 2011 - December 2012
MARC USA June 2010 - March 2011
UPMC May 2009 - December 2009
Morgan Stanley May 2008 - August 2008
Skills
Interactive Marketing, Integrated Marketing, Digital Strategy, Google Analytics, Web Content, Strategy, Competitive Analysis, Content Strategy, Marketing Communications, Digital Marketing, Market Research, Web Project Management, Social Media Marketing, Wireframes, Web Analytics, Advertising, Visio, SEO, Public Relations, Community Relations..., Public Speaking, Social Media
Education
University of Pittsburgh 2007 — 2011
Bachelors of Science in Business Administration, Marketing
Universidad de Belgrano 2010 — 2010
Morgan Stanley August 2014 - Present
Skills
Investments, Bloomberg, Alternative Investments, Fixed Income, Equities, Wealth Management, Portfolio Management, Banking, Finance, Strategy, Investment Strategies, Strategic Financial...
Education
Westminster College 2004 — 2007
B.A., Finance, Economics
Universitat Autònoma de Barcelona 2006 — 2006
International Business
Merrill Lynch June 2013 - August 2013
Morgan Stanley June 2012 - August 2012
Morgan Stanley June 2011 - August 2011
Skills
Microsoft Excel, Bloomberg Terminal, VBA, Microsoft Office, Financial Modeling, R, Commodity, Economics
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor of Science in Economics, Finance, Statistics
Bocconi University 2012 — 2012
International Exchange Student
Dexter High School 2006 — 2010
High School Diploma
Morgan Stanley August 2008 - Present
Smith Barney June 2007 - August 2007
Education
University of Maryland - Robert H. Smith School of Business 2004 — 2008
Bachelor of Science, Finance
Universidad Pablo de Olavide 2007 — 2007
Moore Holdings / Renewal by Andersen April 2014 - Present
Hall & Partners October 2013 - March 2014
KRC Research October 2012 - April 2013
National Center for Learning Disabilities May 2011 - August 2011
Morgan Stanley June 2009 - August 2009
Morgan Stanley June 2008 - August 2008
Education
University of Pennsylvania 2008 — 2012
BA, International Studies, Minor in Hispanic Studies
University of Pennsylvania - The Wharton School 2008 — 2012
BS, Economics, Concentrations in Marketing and Operations & Information Management
Universitat Pompeu Fabra
Study Abroad
The Ursuline School 2004 — 2008
New England Financial July 2008 - Present
Morgan Stanley 2007 - 2008
Tronwell March 2004 - May 2005
Education
UC Davis 1999 — 2003
Bachelor of Arts (B.A.), Economics
Universidad de Alcalá 2001 — 2002
Raymond James Financial, Inc. May 2014 - Present
Morgan Stanley May 2013 - April 2014
Merrill Lynch September 2012 - April 2013
Germany August 2010 - August 2012
HSBC April 2009 - July 2010
Bank of America May 2004 - March 2009
Skills
Banking, International Sales, Domestic Sales, Investments, Wealth Management, Finance, Portfolio Management, Financial Analysis, Credit, Financial Services, Private Banking, Risk Management, Loans, Trading, Series 7, High Net Worth..., Management, Commercial Banking, Strategy, Credit Analysis, Equities, Accounting, Relationship Management, Wealth, Mortgage Lending
Education
Universidad de Lima 1980 — 1985
Bachelor of Science (BS), Economics
Universidad de Lima
Economics
Morgan Stanley June 2015 - August 2015
EY June 2014 - August 2014
Yumi Restaurant May 2013 - August 2013
McLoone's Restaurants April 2012 - August 2012
Aslan Youth Ministries September 2009 - June 2012
Education
University of Pennsylvania 2012 — 2016
Economics and Hispanic Studies
Universidad de Sevilla
Economics and History
Rumson Fair Haven Regional High School 2008 — 2012