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
Erika Ferrentino Erika Ferrentino's Morgan Stanley Experience March 2014 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2014 - Present
Morgan Stanley January 2013 - February 2014
Morgan Stanley June 2011 - January 2013
Morgan Stanley May 2005 - June 2011
NuTech Integrated Systems May 2003 - May 2005
Metropolis Real Estate June 2002 - May 2003
Skills
Series 7, Wealth Management, Wealth Management..., Asset Allocation, Equities, FINRA, Financial Services, Fixed Income, Management, Mutual Funds
Education
SUNY Albany 1998 — 2002
BA, English Major
Morgan Stanley March 2014 - Present
Morgan Stanley January 2013 - February 2014
Morgan Stanley June 2011 - January 2013
Morgan Stanley May 2005 - June 2011
NuTech Integrated Systems May 2003 - May 2005
Metropolis Real Estate June 2002 - May 2003
Skills
Series 7, Wealth Management, Wealth Management..., Asset Allocation, Equities, FINRA, Financial Services, Fixed Income, Management, Mutual Funds
Education
SUNY Albany 1998 — 2002
BA, English Major
William Poon William Poon's Morgan Stanley Experience February 2012 - December 2012
Job Analyst at Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank January 2013 - Present
Morgan Stanley February 2012 - December 2012
Skills
Microsoft Excel, SQL, Bloomberg Terminal, Python
Education
State University of New York at Albany 2007 — 2011
Bachelor of Science (BSc), Finance, General
Barclays Investment Bank January 2013 - Present
Morgan Stanley February 2012 - December 2012
Skills
Microsoft Excel, SQL, Bloomberg Terminal, Python
Education
State University of New York at Albany 2007 — 2011
Bachelor of Science (BSc), Finance, General
Jeff Wind Jeff Wind's Morgan Stanley Experience July 2000 - December 2001
Job Primary Wave Media // Creator of Longterm Value for Organizations from Customers, Markets, and Relationships
Industry Marketing and Advertising
Experience
Argent Software 2013 - December 2014
Meridian Capital September 2003 - October 2007
Morgan Stanley July 2000 - December 2001
Member NY Commodity Exchange January 1980 - November 1998
Skills
Management, Cloud Computing, Program Management, SaaS, Data Center, Strategic Planning, Project Management, Enterprise Software, Professional Services, Vendor Management, Team Building, Microsoft SQL Server, Solution Selling, Business Analysis, Microsoft Exchange, Salesforce.com, Managed Services, Software Industry, Strategy, Pre-sales, Channel Partners, Go-to-market Strategy, Disaster Recovery, Product Marketing, Direct Sales, Integrated Marketing, Branding & Identity, Retail Branding, Franchise Advertising, Consumer Marketing, B2B Marketing, Business Process...
Education
State University of New York at Albany
BS Economics, Business/Managerial Economics
Argent Software 2013 - December 2014
Meridian Capital September 2003 - October 2007
Morgan Stanley July 2000 - December 2001
Member NY Commodity Exchange January 1980 - November 1998
Skills
Management, Cloud Computing, Program Management, SaaS, Data Center, Strategic Planning, Project Management, Enterprise Software, Professional Services, Vendor Management, Team Building, Microsoft SQL Server, Solution Selling, Business Analysis, Microsoft Exchange, Salesforce.com, Managed Services, Software Industry, Strategy, Pre-sales, Channel Partners, Go-to-market Strategy, Disaster Recovery, Product Marketing, Direct Sales, Integrated Marketing, Branding & Identity, Retail Branding, Franchise Advertising, Consumer Marketing, B2B Marketing, Business Process...
Education
State University of New York at Albany
BS Economics, Business/Managerial Economics
Sean Rivera Sean Rivera's Morgan Stanley Experience August 1994 - August 2007
Job Territory Director at TGA Premier Junior Golf and Tennis
Industry Financial Services
Experience
TGA Premier Junior Golf and Tennis October 2013 - Present
Sasa and Nasas Properties LLC February 2010 - Present
FGC Securities October 2011 - September 2013
Credit Suisse September 2007 - February 2010
Morgan Stanley August 1994 - August 2007
Skills
Series 7, Securities Lending, Equity Derivatives, Equities, Swaps, Series 63, Series 24, Series 55, EFP, Equity reverse...
Education
University at Albany, SUNY 1989 — 1994
BS, Finance and Marketing
TGA Premier Junior Golf and Tennis October 2013 - Present
Sasa and Nasas Properties LLC February 2010 - Present
FGC Securities October 2011 - September 2013
Credit Suisse September 2007 - February 2010
Morgan Stanley August 1994 - August 2007
Skills
Series 7, Securities Lending, Equity Derivatives, Equities, Swaps, Series 63, Series 24, Series 55, EFP, Equity reverse...
Education
University at Albany, SUNY 1989 — 1994
BS, Finance and Marketing
Hillary Grand Hillary Grand's Morgan Stanley Experience January 2012 - May 2013
Job Vice President IT Sourcing and Vendor Manager at BlackRock
Industry Financial Services
Experience
BlackRock May 2013 - Present
Morgan Stanley January 2012 - May 2013
Morgan Stanley September 2008 - August 2010
Morgan Stanley August 2007 - August 2008
Skills
Management, Bloomberg, Trading, Mergers & Acquisitions, Vendor Management, Contract Negotiation, Strategic Planning, Financial Analysis, Corporate Finance, Supplier Negotiation, Corporate Law, Managerial Skills, Gold, Regulatory Requirements, FINRA, Trace, Microsoft Excel, Risk Management, Strategy, Finance, Securities, Financial Services, Project Management, Business Analysis
Education
State University of New York at Buffalo 2003 — 2007
Bachelor of Science (BS), Finance and Financial Management Services, Magna Cum Laude
BlackRock May 2013 - Present
Morgan Stanley January 2012 - May 2013
Morgan Stanley September 2008 - August 2010
Morgan Stanley August 2007 - August 2008
Skills
Management, Bloomberg, Trading, Mergers & Acquisitions, Vendor Management, Contract Negotiation, Strategic Planning, Financial Analysis, Corporate Finance, Supplier Negotiation, Corporate Law, Managerial Skills, Gold, Regulatory Requirements, FINRA, Trace, Microsoft Excel, Risk Management, Strategy, Finance, Securities, Financial Services, Project Management, Business Analysis
Education
State University of New York at Buffalo 2003 — 2007
Bachelor of Science (BS), Finance and Financial Management Services, Magna Cum Laude
Scott Gregory Scott Gregory's Morgan Stanley Experience April 2000 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2000 - Present
Education
State University of New York at Albany 1991 — 1995
Bachelor of Arts, Liberal Arts and Sciences/Liberal Studies
Morgan Stanley April 2000 - Present
Education
State University of New York at Albany 1991 — 1995
Bachelor of Arts, Liberal Arts and Sciences/Liberal Studies
Dominick Russo Dominick Russo's Morgan Stanley Experience December 2008 - January 2009
Job Programmatic Account Executive at LiveIntent, Inc.
Industry Marketing and Advertising
Experience
LiveIntent, Inc. October 2014 - Present
LiveIntent, Inc. February 2014 - Present
Patch.com August 2012 - January 2014
Datavision Computer Video, Inc. August 2010 - July 2012
Platinum Technology Systems May 2009 - August 2009
Morgan Stanley December 2008 - January 2009
Skills
Customer Service, Logistics, Microsoft Office, Relationship Marketing, Skill Marketing, Cold Calling, Account Management, Maintaining..., Vendor Relations, Inventory Analysis, Inventory Management, Retail, Leadership, Management, Social Media Marketing, Purchasing, Sales Management, Analysis, Time Management, B2B, Forecasting, Merchandising, Sales, E-commerce, Online Advertising, Customer Satisfaction, Salesforce.com, Digital Media
Education
University at Buffalo 2006 — 2010
BS in Business Administration, Finance, Marketing
University at Buffalo
LiveIntent, Inc. October 2014 - Present
LiveIntent, Inc. February 2014 - Present
Patch.com August 2012 - January 2014
Datavision Computer Video, Inc. August 2010 - July 2012
Platinum Technology Systems May 2009 - August 2009
Morgan Stanley December 2008 - January 2009
Skills
Customer Service, Logistics, Microsoft Office, Relationship Marketing, Skill Marketing, Cold Calling, Account Management, Maintaining..., Vendor Relations, Inventory Analysis, Inventory Management, Retail, Leadership, Management, Social Media Marketing, Purchasing, Sales Management, Analysis, Time Management, B2B, Forecasting, Merchandising, Sales, E-commerce, Online Advertising, Customer Satisfaction, Salesforce.com, Digital Media
Education
University at Buffalo 2006 — 2010
BS in Business Administration, Finance, Marketing
University at Buffalo
Anthony Girardin Anthony Girardin's Morgan Stanley Experience December 1994 - October 1996
Job Management Consultant at IBM Global Business Services
Industry Information Technology and Services
Experience
IBM April 2008 - Present
Integrity Applications Incorporated July 2006 - April 2008
Unisys April 2003 - July 2006
Deutsche Bank October 1996 - October 2002
Morgan Stanley December 1994 - October 1996
Blackhawk Limited Partnership November 1993 - December 1994
CEDAR August 1991 - November 1993
Skills
Management Consulting, Business Analytics, Technical Analysis, Systems Integration, Integration, Computer Security, SQL, IT Strategy, Enterprise Architecture, SOA, PMP, Analysis, Strategy, Requirements Analysis, Business Process, Solution Architecture, Business Process..., SDLC, Program Management
Education
State University of New York at Buffalo 1986 — 1991
Bachelor of Science, Computer Science
IBM April 2008 - Present
Integrity Applications Incorporated July 2006 - April 2008
Unisys April 2003 - July 2006
Deutsche Bank October 1996 - October 2002
Morgan Stanley December 1994 - October 1996
Blackhawk Limited Partnership November 1993 - December 1994
CEDAR August 1991 - November 1993
Skills
Management Consulting, Business Analytics, Technical Analysis, Systems Integration, Integration, Computer Security, SQL, IT Strategy, Enterprise Architecture, SOA, PMP, Analysis, Strategy, Requirements Analysis, Business Process, Solution Architecture, Business Process..., SDLC, Program Management
Education
State University of New York at Buffalo 1986 — 1991
Bachelor of Science, Computer Science
Barry Cohen, CPA, CFP, CIMA Barry Cohen, CPA, CFP, CIMA's Morgan Stanley Experience November 1985 - December 1998
Job Financial Advisor (Owner) at Wealth Advice and Management, LLC
Industry Financial Services
Experience
Wealth Advice and Management, LLC January 1990 - Present
The Atlantic Philanthropies February 2008 - December 2010
McKinsey & Company January 1999 - April 2007
Morgan Stanley November 1985 - December 1998
Oppenheim, Appel, Dixon and Co., CPAs 1983 - 1985
Skills
Asset Management, Financial Planning, Asset Allocation, Investments, Estate Planning, Pensions, Wealth, Personal Finance, Investment Advisory, Wealth Management, Retirement Planning, Portfolio Management, Investment Strategies, Insurance, Series 7, Tax, Risk Management, Business Planning, Financial Advisory, Cash Management, Small Business, 401k, Annuities, Employee Benefits, Insurance Planning, Long Term Care, Cash Flow, Fixed Annuities, Asset Managment, Strategic Financial..., Analysis, Financial Services, Finance, Financial Planners, Investment Management, Leadership
Education
University at Buffalo 1980 — 1983
BS, Accounting, Finance
Wealth Advice and Management, LLC January 1990 - Present
The Atlantic Philanthropies February 2008 - December 2010
McKinsey & Company January 1999 - April 2007
Morgan Stanley November 1985 - December 1998
Oppenheim, Appel, Dixon and Co., CPAs 1983 - 1985
Skills
Asset Management, Financial Planning, Asset Allocation, Investments, Estate Planning, Pensions, Wealth, Personal Finance, Investment Advisory, Wealth Management, Retirement Planning, Portfolio Management, Investment Strategies, Insurance, Series 7, Tax, Risk Management, Business Planning, Financial Advisory, Cash Management, Small Business, 401k, Annuities, Employee Benefits, Insurance Planning, Long Term Care, Cash Flow, Fixed Annuities, Asset Managment, Strategic Financial..., Analysis, Financial Services, Finance, Financial Planners, Investment Management, Leadership
Education
University at Buffalo 1980 — 1983
BS, Accounting, Finance
Daniel Shneyder Daniel Shneyder's Morgan Stanley Experience June 2005 - January 2008
Job Director of Operations at Custom Energy Solutions
Industry Utilities
Experience
Custom Energy Solutions September 2010 - Present
Morgan Stanley June 2005 - January 2008
Skills
Russian, Portfolio Management, Sales Management, Sales Support, Financial Analysis, Financial Management, Energy Efficiency, Energy Management, Energy Analysis, PowerPoint, Excel, Management Consulting
Education
University at Albany 1999 — 2003
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Custom Energy Solutions September 2010 - Present
Morgan Stanley June 2005 - January 2008
Skills
Russian, Portfolio Management, Sales Management, Sales Support, Financial Analysis, Financial Management, Energy Efficiency, Energy Management, Energy Analysis, PowerPoint, Excel, Management Consulting
Education
University at Albany 1999 — 2003
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Didi Nicolas's Morgan Stanley Experience March 2013 - Present
Job Vice President / National Development Officer at Morgan Staney Global Wealth Manageme
Industry Financial Services
Experience
Morgan Stanley March 2013 - Present
Morgan Stanley Wealth Management June 2009 - December 2012
Morgan Stanley Wealth Management January 2008 - June 2009
Education
SUNY Albany 1988 — 1992
Bachelor's degree, Economics
Morgan Stanley March 2013 - Present
Morgan Stanley Wealth Management June 2009 - December 2012
Morgan Stanley Wealth Management January 2008 - June 2009
Education
SUNY Albany 1988 — 1992
Bachelor's degree, Economics
Jingxia Ni's Morgan Stanley Experience June 2006 - July 2011
Job Senior Finance Manager at Microsoft
Industry Financial Services
Experience
Microsoft July 2014 - Present
Microsoft June 2012 - Present
Symetra Financial August 2011 - June 2012
Morgan Stanley June 2006 - July 2011
Fenimore Asset Management May 2005 - May 2006
Skills
Financial Modeling, Financial Analysis, Analysis, Equity Research, Forecasting, Finance, Budgets, Financial Reporting, Valuation, Variance Analysis, Equities, Strategic Financial..., Management, Financial Planning, Leadership, Business Strategy, Accounting, Investments
Education
State University of New York at Albany
Bachelor, Finance
Microsoft July 2014 - Present
Microsoft June 2012 - Present
Symetra Financial August 2011 - June 2012
Morgan Stanley June 2006 - July 2011
Fenimore Asset Management May 2005 - May 2006
Skills
Financial Modeling, Financial Analysis, Analysis, Equity Research, Forecasting, Finance, Budgets, Financial Reporting, Valuation, Variance Analysis, Equities, Strategic Financial..., Management, Financial Planning, Leadership, Business Strategy, Accounting, Investments
Education
State University of New York at Albany
Bachelor, Finance
Isabel Ng Isabel Ng's Morgan Stanley Experience 2003 - 2007
Job Project Manager
Industry Financial Services
Experience
Invesco Ltd. July 2007 - Present
Morgan Stanley 2003 - 2007
Skills
Program Management, Business Analysis, Project Management, Software Project..., Vendor Management, Requirements Gathering, Risk Management, PMO, Continuous Improvement, Project Portfolio..., IT Strategy, Business Process..., Data Warehousing, PMP, Actimize Trade..., Charles River..., Substantial Shareholder..., Solutions Atlantic RRS, Software Implementation
Education
State University of New York at Buffalo 1998 — 2002
Bachelor of Arts, Communication
Invesco Ltd. July 2007 - Present
Morgan Stanley 2003 - 2007
Skills
Program Management, Business Analysis, Project Management, Software Project..., Vendor Management, Requirements Gathering, Risk Management, PMO, Continuous Improvement, Project Portfolio..., IT Strategy, Business Process..., Data Warehousing, PMP, Actimize Trade..., Charles River..., Substantial Shareholder..., Solutions Atlantic RRS, Software Implementation
Education
State University of New York at Buffalo 1998 — 2002
Bachelor of Arts, Communication
Robert E. Lane Robert E. Lane's Morgan Stanley Experience March 1986 - March 2008
Job Executive DirectorWealth Management
Industry Financial Services
David Schulman, CFP® David Schulman, CFP®'s Morgan Stanley Experience November 1996 - August 2000
Job Managing Director Investments, Senior PIM Portfolio Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC November 2008 - Present
Smith Barney August 2000 - November 2008
Morgan Stanley November 1996 - August 2000
Skills
Investments, Finance, Capital Markets, Multigerational Wealth..., Financial Analysis, Wealth Preservation...
Education
New York University 2003 — 2003
Certificate in Financial Planning, School of Continuing and Professional Studies
University at Albany 1992 — 1996
BS, Business Administration
Wells Fargo Advisors, LLC November 2008 - Present
Smith Barney August 2000 - November 2008
Morgan Stanley November 1996 - August 2000
Skills
Investments, Finance, Capital Markets, Multigerational Wealth..., Financial Analysis, Wealth Preservation...
Education
New York University 2003 — 2003
Certificate in Financial Planning, School of Continuing and Professional Studies
University at Albany 1992 — 1996
BS, Business Administration
Theresa Plotnick-Miller Theresa Plotnick-Miller's Morgan Stanley Experience September 2014 - Present
Job Private Banker, VP at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2014 - Present
Bank of America/Merrill Lynch May 2009 - August 2014
Bank of America January 2008 - May 2009
Bank of America April 2006 - January 2008
Bank of America October 2004 - April 2006
Bank of America October 2003 - October 2004
Washington Mutual August 2002 - October 2003
Skills
Loans, Banking, Mortgage, Deposits, Series 7, Mortgage Lending, Loan Origination, Series 6, Series 63, Wealth Management, Portfolio Management, Customer Relations, Financial Analysis, Customer Service, Credit Analysis, Cash Management
Education
SUNY Buffalo 1998 — 2002
Bachelor of Arts, Social Sciences
State University of New York at Buffalo 1998 — 2002
BA, Social Sciences
Morgan Stanley September 2014 - Present
Bank of America/Merrill Lynch May 2009 - August 2014
Bank of America January 2008 - May 2009
Bank of America April 2006 - January 2008
Bank of America October 2004 - April 2006
Bank of America October 2003 - October 2004
Washington Mutual August 2002 - October 2003
Skills
Loans, Banking, Mortgage, Deposits, Series 7, Mortgage Lending, Loan Origination, Series 6, Series 63, Wealth Management, Portfolio Management, Customer Relations, Financial Analysis, Customer Service, Credit Analysis, Cash Management
Education
SUNY Buffalo 1998 — 2002
Bachelor of Arts, Social Sciences
State University of New York at Buffalo 1998 — 2002
BA, Social Sciences
Terrence Randell Terrence Randell's Morgan Stanley Experience 2010 - August 2014
Job IT Security Manager ► Network Security ► Privileged Access Management ► Security Policy ► Risk Management
Industry Financial Services
Experience
JPMorgan Chase August 2014 - Present
Morgan Stanley 2010 - August 2014
Morgan Stanley 2009 - 2010
Morgan Stanley 2003 - 2008
GoAmerica Communications 1997 - 2003
National Academy Press 1995 - 1997
Skills
Security, Computer Security, Information Security, Risk Management, Information Technology, Management, Unix, Firewalls, Information Security..., System Administration, IT Operations, Project Management, Integration, Security Operations, Leadership, Software Development, Network Security, Security Policy, CISSP, Incident Management, Financial Services, Financial Risk, IT Service Management, Information Security..., Security Awareness, IT Governance, Unix Administration, Global Management, Solution Design, IT Risk, Risk, Partnering, Distributed Team..., Leading Diverse Teams, Service Delivery, Execution, Getting The Job Done, Getting the Best Out Of..., Large-scale Data..., Turnaround Experience, Staff Development
Education
State University of New York at Buffalo
MA, Physics
State University of New York at Buffalo
BS, Physics, Mathematics minor
JPMorgan Chase August 2014 - Present
Morgan Stanley 2010 - August 2014
Morgan Stanley 2009 - 2010
Morgan Stanley 2003 - 2008
GoAmerica Communications 1997 - 2003
National Academy Press 1995 - 1997
Skills
Security, Computer Security, Information Security, Risk Management, Information Technology, Management, Unix, Firewalls, Information Security..., System Administration, IT Operations, Project Management, Integration, Security Operations, Leadership, Software Development, Network Security, Security Policy, CISSP, Incident Management, Financial Services, Financial Risk, IT Service Management, Information Security..., Security Awareness, IT Governance, Unix Administration, Global Management, Solution Design, IT Risk, Risk, Partnering, Distributed Team..., Leading Diverse Teams, Service Delivery, Execution, Getting The Job Done, Getting the Best Out Of..., Large-scale Data..., Turnaround Experience, Staff Development
Education
State University of New York at Buffalo
MA, Physics
State University of New York at Buffalo
BS, Physics, Mathematics minor
Douglas J. Ketterer Douglas J. Ketterer's Morgan Stanley Experience
Job Managing Director, Head of Strategy and Client Management at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.)
State University of New York at Albany
Bachelor's Degree, Finance
Morgan Stanley
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.)
State University of New York at Albany
Bachelor's Degree, Finance
Robin Tylim, CPA Robin Tylim, CPA's Morgan Stanley Experience September 1997 - June 2006
Job Math Teacher at Greater Lowell Tech HS
Industry Financial Services
Experience
Greater Lowell Tech HS August 2014 - Present
Fidelity July 2012 - June 2013
Deutsche Bank August 2010 - April 2012
Bank of NY Mellon August 2006 - July 2010
Morgan Stanley September 1997 - June 2006
Coopers & Lybrand August 1994 - September 1997
Skills
Financial Analysis, Accounting, Internal Controls, Auditing, Forecasting, Expenses, Project Management
Education
SUNY Albany 1990 — 1994
Bachelor of Science (BS), Accounting
University at Albany, SUNY 1990 — 1994
B.S., Accounting
Greater Lowell Tech HS August 2014 - Present
Fidelity July 2012 - June 2013
Deutsche Bank August 2010 - April 2012
Bank of NY Mellon August 2006 - July 2010
Morgan Stanley September 1997 - June 2006
Coopers & Lybrand August 1994 - September 1997
Skills
Financial Analysis, Accounting, Internal Controls, Auditing, Forecasting, Expenses, Project Management
Education
SUNY Albany 1990 — 1994
Bachelor of Science (BS), Accounting
University at Albany, SUNY 1990 — 1994
B.S., Accounting
Jimit Sukkawala Jimit Sukkawala's Morgan Stanley Experience November 2014 - Present
Job Technical Lead SOA/BPM/Integration at Prolifics
Industry Information Technology and Services
Experience
Morgan Stanley November 2014 - Present
Prolifics August 2015 - Present
Prolifics April 2012 - July 2015
Aetna April 2014 - October 2014
Fidelity Investments July 2012 - March 2014
Apple Vacations April 2012 - July 2012
Prolifics July 2009 - April 2012
Morgan Stanley Smith Barney February 2010 - September 2011
Skills
SOA, Java Enterprise Edition, SDLC, Web Services, Websphere, WebSphere Process Server, WebSphere Application..., Software Development, Integration, Business Process Design, Business Process..., JSP, Business Process, Java, Servlets, DB2, UML, BPEL, ESB, Enterprise Software, Databases, Core Java
Education
State University of New York at Buffalo 2008 — 2009
Masters, Management Information Systems
University of Mumbai 2003 — 2007
Bachelors of Engineering, Information Technology
Morgan Stanley November 2014 - Present
Prolifics August 2015 - Present
Prolifics April 2012 - July 2015
Aetna April 2014 - October 2014
Fidelity Investments July 2012 - March 2014
Apple Vacations April 2012 - July 2012
Prolifics July 2009 - April 2012
Morgan Stanley Smith Barney February 2010 - September 2011
Skills
SOA, Java Enterprise Edition, SDLC, Web Services, Websphere, WebSphere Process Server, WebSphere Application..., Software Development, Integration, Business Process Design, Business Process..., JSP, Business Process, Java, Servlets, DB2, UML, BPEL, ESB, Enterprise Software, Databases, Core Java
Education
State University of New York at Buffalo 2008 — 2009
Masters, Management Information Systems
University of Mumbai 2003 — 2007
Bachelors of Engineering, Information Technology
Jennifer Cowell's Morgan Stanley Experience April 2006 - June 2010
Job Administrative Assistant at Rabobank
Industry Financial Services
Experience
Rabobank May 2012 - Present
Hubbinette-Cowell Associates Inc. June 2010 - December 2011
Morgan Stanley April 2006 - June 2010
Skills
Asset Management
Education
SUNY Albany 1997 — 1999
BA, Psychology
Rabobank May 2012 - Present
Hubbinette-Cowell Associates Inc. June 2010 - December 2011
Morgan Stanley April 2006 - June 2010
Skills
Asset Management
Education
SUNY Albany 1997 — 1999
BA, Psychology
Phil Bernstein Phil Bernstein's Morgan Stanley Experience 1994 - 2003
Job Marketing & Branding Professional @ ADP, Inc.
Industry Marketing and Advertising
Experience
ADP May 2010 - Present
Self Employed: Marketing, Branding & Advertising July 2009 - May 2010
Carpenter Group October 2003 - June 2009
Morgan Stanley 1994 - 2003
Dreyfus Corporation 1993 - 1994
New York Life Insurance 1988 - 1993
Skills
Advertising, Interactive Advertising, Corporate Branding, Branding & Identity, Branding Initiatives, Editorial, Marketing Strategy, Marketing Communications, Product Marketing, Email Marketing, Digital Marketing, Direct Marketing, Marketing Management, Corporate Communications, Strategic Communications, Creative Writing, Copywriting, Copy Editing, Promotional Copy, Marketing Copy, Account Management, Project Management, Program Management, Marketing, Integrated Marketing, Brand Development, Content Development, Online Advertising, Social Media Marketing, Online Marketing, B2B Marketing, Internal Communications, Creative Direction, Brand Management, Creative Strategy, Thought Leadership, Web Content, Content Strategy, Financial Services, Newsletters, Lead Generation, Content Management, Strategic Partnerships, Digital Strategy, Web Analytics, B2B
Education
State University of New York at Albany 1984 — 1988
Bachelor of Science (BS), Business Administration
ADP May 2010 - Present
Self Employed: Marketing, Branding & Advertising July 2009 - May 2010
Carpenter Group October 2003 - June 2009
Morgan Stanley 1994 - 2003
Dreyfus Corporation 1993 - 1994
New York Life Insurance 1988 - 1993
Skills
Advertising, Interactive Advertising, Corporate Branding, Branding & Identity, Branding Initiatives, Editorial, Marketing Strategy, Marketing Communications, Product Marketing, Email Marketing, Digital Marketing, Direct Marketing, Marketing Management, Corporate Communications, Strategic Communications, Creative Writing, Copywriting, Copy Editing, Promotional Copy, Marketing Copy, Account Management, Project Management, Program Management, Marketing, Integrated Marketing, Brand Development, Content Development, Online Advertising, Social Media Marketing, Online Marketing, B2B Marketing, Internal Communications, Creative Direction, Brand Management, Creative Strategy, Thought Leadership, Web Content, Content Strategy, Financial Services, Newsletters, Lead Generation, Content Management, Strategic Partnerships, Digital Strategy, Web Analytics, B2B
Education
State University of New York at Albany 1984 — 1988
Bachelor of Science (BS), Business Administration
Joshua Frankel Joshua Frankel's Morgan Stanley Experience June 1994 - July 2003
Job Account Vice President Investments / CFP® at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. October 2008 - Present
Smith Barney August 2003 - October 2008
Morgan Stanley June 1994 - July 2003
Skills
Certified Financial...
Education
University at Albany, SUNY 1990 — 1994
BA, Economics
UBS Financial Services Inc. October 2008 - Present
Smith Barney August 2003 - October 2008
Morgan Stanley June 1994 - July 2003
Skills
Certified Financial...
Education
University at Albany, SUNY 1990 — 1994
BA, Economics
Tamir Shafer's Morgan Stanley Experience November 2008 - May 2009
Job Founder & Managing Partner at The Montauk Group now a bfinance Company
Industry Real Estate
Experience
The Montauk Group, LLC. December 2010 - Present
NOI Strategies October 2009 - December 2014
Morgan Stanley November 2008 - May 2009
Lehman Brothers August 2005 - November 2008
Goldman Sachs & Co November 1999 - July 2005
Skills
Financial Analysis, Funding, Management, Treasury Management, Cash Management, Investments, Banking, Financial Risk, Finance, Fixed Income, Investment Banking, Capital Markets, Analysis, Negotiation, Loans, Asset Management, Portfolio Management
Education
University at Albany, SUNY 1990 — 1994
BSc, Finance
Oceanside High School
The Montauk Group, LLC. December 2010 - Present
NOI Strategies October 2009 - December 2014
Morgan Stanley November 2008 - May 2009
Lehman Brothers August 2005 - November 2008
Goldman Sachs & Co November 1999 - July 2005
Skills
Financial Analysis, Funding, Management, Treasury Management, Cash Management, Investments, Banking, Financial Risk, Finance, Fixed Income, Investment Banking, Capital Markets, Analysis, Negotiation, Loans, Asset Management, Portfolio Management
Education
University at Albany, SUNY 1990 — 1994
BSc, Finance
Oceanside High School
David Cotie David Cotie's Morgan Stanley Experience June 1997 - September 2001
Job Managing Partner & Certified Affordable Care Act Expert
Industry Human Resources
Experience
Group Health Solutions, Inc. April 2002 - Present
Morgan Stanley June 1997 - September 2001
Dean Witter Reynolds, LLP July 1996 - June 1997
Skills
Health Care Reform..., Employee Benefits, Medicare, Health Savings Accounts, HR & Payroll solutions, Private Exchanges, Strategic Planning, HR Solutions, Leadership, Customer Service
Education
State University of New York at Buffalo 1991 — 1996
B.A., Political Science, Economics & Philosophy
Group Health Solutions, Inc. April 2002 - Present
Morgan Stanley June 1997 - September 2001
Dean Witter Reynolds, LLP July 1996 - June 1997
Skills
Health Care Reform..., Employee Benefits, Medicare, Health Savings Accounts, HR & Payroll solutions, Private Exchanges, Strategic Planning, HR Solutions, Leadership, Customer Service
Education
State University of New York at Buffalo 1991 — 1996
B.A., Political Science, Economics & Philosophy
Jayesh Jain, CFA Jayesh Jain, CFA's Morgan Stanley Experience January 2011 - October 2011
Job Vice President at Millennium Partners
Industry Financial Services
Experience
Millennium Partners October 2011 - Present
Morgan Stanley January 2011 - October 2011
Morgan Stanley June 2006 - December 2010
School of Management August 2005 - December 2005
Morgan Stanley June 2005 - August 2005
University at Buffalo January 2005 - August 2005
CEISARE, CSE Department, University at Buffalo December 2004 - January 2005
Patni Computer Systems July 2003 - July 2004
Skills
Java, Sybase
Education
University at Buffalo 2004 — 2006
MS, Computer Science
Mumbai University 1999 — 2003
Bachelor of Engineering, Information Technology
University of Mumbai 1999 — 2003
Bachelor of Engineering, Information Technology
S.I.E.S. College of Arts, Science and Commerce 1997 — 1999
High School, Science
Millennium Partners October 2011 - Present
Morgan Stanley January 2011 - October 2011
Morgan Stanley June 2006 - December 2010
School of Management August 2005 - December 2005
Morgan Stanley June 2005 - August 2005
University at Buffalo January 2005 - August 2005
CEISARE, CSE Department, University at Buffalo December 2004 - January 2005
Patni Computer Systems July 2003 - July 2004
Skills
Java, Sybase
Education
University at Buffalo 2004 — 2006
MS, Computer Science
Mumbai University 1999 — 2003
Bachelor of Engineering, Information Technology
University of Mumbai 1999 — 2003
Bachelor of Engineering, Information Technology
S.I.E.S. College of Arts, Science and Commerce 1997 — 1999
High School, Science
Philip Lebovits Philip Lebovits's Morgan Stanley Experience May 1990 - May 1995
Job Tax Partner at SD Daniels & Co
Industry Accounting
Experience
The SDDCO Group October 2007 - Present
DELOITTE 2005 - 2007
Eisner LLP January 2002 - December 2005
BDO Seidman, LLP October 1995 - May 1999
Morgan Stanley May 1990 - May 1995
Drexel Burnham Lambert September 1987 - May 1990
Skills
Tax, Hedge Funds, Private Equity, Broker-Dealer, Accounting, Private Equity Funding, Financial Services, International Tax, High Net Worth..., Tax Accounting, Partnership Taxation, Corporate Tax, Tax Advisory, Tax Returns, Income Tax, CPA, LLC, IRS, Tax Law, Tax Research, Securities, US Tax
Education
University at Buffalo 1978 — 1980
BS, ACCOUNTING
The SDDCO Group October 2007 - Present
DELOITTE 2005 - 2007
Eisner LLP January 2002 - December 2005
BDO Seidman, LLP October 1995 - May 1999
Morgan Stanley May 1990 - May 1995
Drexel Burnham Lambert September 1987 - May 1990
Skills
Tax, Hedge Funds, Private Equity, Broker-Dealer, Accounting, Private Equity Funding, Financial Services, International Tax, High Net Worth..., Tax Accounting, Partnership Taxation, Corporate Tax, Tax Advisory, Tax Returns, Income Tax, CPA, LLC, IRS, Tax Law, Tax Research, Securities, US Tax
Education
University at Buffalo 1978 — 1980
BS, ACCOUNTING
Emil Pecheny Emil Pecheny's Morgan Stanley Experience January 2010 - February 2012
Job Associate Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs February 2012 - Present
Morgan Stanley January 2010 - February 2012
Deutsche Bank October 2005 - December 2009
Skills
Budget Management, Budget Analysis, Data Analysis, Forecasting, Budgets, Analysis, Process Improvement, Microsoft Excel, Strategic Financial..., Financial Reporting, Change Management, Business Strategy, Strategic Planning, Managerial Finance, Equities, Six Sigma, Banking, Corporate Finance, Financial Analysis, Financial Modeling, Business Analysis, CRM, Finance, Leadership, Management, Microsoft Office, Risk Management, Project Management
Education
Pace University 2010 — 2013
MBA, Strategic Management & Finance
University at Albany, SUNY 2001 — 2005
B.A., Economics
Goldman Sachs February 2012 - Present
Morgan Stanley January 2010 - February 2012
Deutsche Bank October 2005 - December 2009
Skills
Budget Management, Budget Analysis, Data Analysis, Forecasting, Budgets, Analysis, Process Improvement, Microsoft Excel, Strategic Financial..., Financial Reporting, Change Management, Business Strategy, Strategic Planning, Managerial Finance, Equities, Six Sigma, Banking, Corporate Finance, Financial Analysis, Financial Modeling, Business Analysis, CRM, Finance, Leadership, Management, Microsoft Office, Risk Management, Project Management
Education
Pace University 2010 — 2013
MBA, Strategic Management & Finance
University at Albany, SUNY 2001 — 2005
B.A., Economics
Maureen Nixon's Morgan Stanley Experience July 2012 - Present
Job Project Manager/Business Analyst Specializing in HR Systems
Industry Human Resources
Experience
Morgan Stanley July 2012 - Present
Aon Hewitt September 2011 - July 2012
SuccessFactors February 2011 - September 2011
Morgan Stanley July 2005 - February 2011
Discover Financial Services 1997 - 2004
Skills
Talent Acquisition, SuccessFactors, Business Objects, Negotiation, Salesforce.com, HRIS, System Administration, Performance Management, Talent Management, Technical Recruiting, Onboarding, Employee Relations, Applicant Tracking..., Full-cycle Recruiting, Web Intelligence, Internet Recruiting, Vendor Management, Professional Services, Interviewing, Software Project..., Peoplefluent, Project Management, SDLC, Personnel Management
Education
State University of New York at Albany 1984 — 1988
Bachelor of Science, Business Administration
University of Central Florida
Master of Arts (M.A.), Instructional Design & Technology, In Progress
Morgan Stanley July 2012 - Present
Aon Hewitt September 2011 - July 2012
SuccessFactors February 2011 - September 2011
Morgan Stanley July 2005 - February 2011
Discover Financial Services 1997 - 2004
Skills
Talent Acquisition, SuccessFactors, Business Objects, Negotiation, Salesforce.com, HRIS, System Administration, Performance Management, Talent Management, Technical Recruiting, Onboarding, Employee Relations, Applicant Tracking..., Full-cycle Recruiting, Web Intelligence, Internet Recruiting, Vendor Management, Professional Services, Interviewing, Software Project..., Peoplefluent, Project Management, SDLC, Personnel Management
Education
State University of New York at Albany 1984 — 1988
Bachelor of Science, Business Administration
University of Central Florida
Master of Arts (M.A.), Instructional Design & Technology, In Progress
George Chacko, CISSP, PMP George Chacko, CISSP, PMP's Morgan Stanley Experience March 2010 - April 2012
Job Information Security and Risk Management Professional
Industry Computer & Network Security
Experience
New York Blood Center February 2013 - Present
Deltamine Inc. April 2012 - January 2013
Morgan Stanley March 2010 - April 2012
Ernst & Young September 2004 - March 2010
Electronic Data Systems (EDS) June 2000 - September 2004
Skills
Data Loss Prevention, Risk Management, Process Improvement, Identity Management, Vendor Management, Training & Development, Information Security..., Physical Security, Security, IT Risk, Risk Assessment, SOX, IT Governance, Data Privacy, ISO 27001, COBIT, Governance, Security Awareness, Incident Management, Information Technology, Information Security, Sarbanes-Oxley Act, DLP, ITIL, CISA, Information Security..., IT Strategy, Enterprise Risk..., CISSP, Project Management, IT Management, Computer Security, IT Audit, Business Continuity, SAS70, CISM, Vulnerability Management, Employee Training
Education
University at Buffalo
Bachelors of Science, Business Administration; Management Information Systems
New York Blood Center February 2013 - Present
Deltamine Inc. April 2012 - January 2013
Morgan Stanley March 2010 - April 2012
Ernst & Young September 2004 - March 2010
Electronic Data Systems (EDS) June 2000 - September 2004
Skills
Data Loss Prevention, Risk Management, Process Improvement, Identity Management, Vendor Management, Training & Development, Information Security..., Physical Security, Security, IT Risk, Risk Assessment, SOX, IT Governance, Data Privacy, ISO 27001, COBIT, Governance, Security Awareness, Incident Management, Information Technology, Information Security, Sarbanes-Oxley Act, DLP, ITIL, CISA, Information Security..., IT Strategy, Enterprise Risk..., CISSP, Project Management, IT Management, Computer Security, IT Audit, Business Continuity, SAS70, CISM, Vulnerability Management, Employee Training
Education
University at Buffalo
Bachelors of Science, Business Administration; Management Information Systems
Nicholas Hutcherson's Morgan Stanley Experience May 2015 - Present
Job Securities Lending Controller Financial Control Group
Industry Investment Management
Experience
Morgan Stanley May 2015 - Present
Wells Fargo August 2013 - May 2015
University at Albany September 2008 - May 2013
Skills
Microsoft Office, Social Media, Coaching, Higher Education, Social Networking, Microsoft Word, PowerPoint, Social Media Marketing, Sales, Banking, Teamwork, Financial Services, Risk Management, Customer Service, Marketing, Strategic Planning, Finance, Leadership, Time Management, Microsoft Excel, Community Outreach, Financial Analysis, Management, Team Leadership, Research, Analytics, Sports, Investments, Accounting, Data Analysis, Financial Planning, Public Speaking
Education
University at Albany 2009 — 2013
Bachelor of Arts (B.A.), Business/Corporate Communications
Morgan Stanley May 2015 - Present
Wells Fargo August 2013 - May 2015
University at Albany September 2008 - May 2013
Skills
Microsoft Office, Social Media, Coaching, Higher Education, Social Networking, Microsoft Word, PowerPoint, Social Media Marketing, Sales, Banking, Teamwork, Financial Services, Risk Management, Customer Service, Marketing, Strategic Planning, Finance, Leadership, Time Management, Microsoft Excel, Community Outreach, Financial Analysis, Management, Team Leadership, Research, Analytics, Sports, Investments, Accounting, Data Analysis, Financial Planning, Public Speaking
Education
University at Albany 2009 — 2013
Bachelor of Arts (B.A.), Business/Corporate Communications
Sophia Leeds Sophia Leeds's Morgan Stanley Experience February 2014 - Present
Job IT Sourcing at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2014 - Present
Pride Technologies December 2012 - February 2014
Saks Fifth Avenue December 2011 - December 2012
ON-SITE Sales & Marketing, LLC June 2003 - December 2012
Nordstrom July 2009 - December 2011
Skills
Customer Service, Sales, Microsoft Office, PeopleSoft, Team Leadership, Customer Satisfaction, Clienteling, Recruiting, Retail Sales Experience, Taleo, Workday, Briefing cases, Lexis-Nexis, Public Speaking, Legal Writing, Lotus, Mac, Lexis, Management, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Social Networking, Time Management
Education
John Jay College, CUNY
Bachelor of Arts, Criminal Justice; Legal Studies
University at Albany, SUNY
Morgan Stanley February 2014 - Present
Pride Technologies December 2012 - February 2014
Saks Fifth Avenue December 2011 - December 2012
ON-SITE Sales & Marketing, LLC June 2003 - December 2012
Nordstrom July 2009 - December 2011
Skills
Customer Service, Sales, Microsoft Office, PeopleSoft, Team Leadership, Customer Satisfaction, Clienteling, Recruiting, Retail Sales Experience, Taleo, Workday, Briefing cases, Lexis-Nexis, Public Speaking, Legal Writing, Lotus, Mac, Lexis, Management, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Social Networking, Time Management
Education
John Jay College, CUNY
Bachelor of Arts, Criminal Justice; Legal Studies
University at Albany, SUNY
Hedy Knapp Hedy Knapp's Morgan Stanley Experience 1984 - 1995
Job Daily Money Manager
Industry Financial Services
Experience
Knapp Paperwork Partners LLC July 2012 - Present
Jewish Family Services November 2011 - Present
Chronic Disease Self Management Program April 2010 - October 2011
JCC of Central New Jersey April 2009 - August 2010
Morgan Stanley 1984 - 1995
Skills
Microsoft Office, Microsoft Excel, Elder Care, Customer Service, Cash Management, Forecasting, QuickBooks, Account Reconciliation, Bookkeeping, Small Business, Finance, Management, Leadership, Strategic Financial..., Long-term Care, Insurance, Time Management, Marketing, Sales, Team Building, Financial Planning, Community Outreach, Coaching, Public Speaking, Strategic Planning
Education
State University of New York at Albany 1980 — 1984
Bachelor of Arts (B.A.), Economics
Rutgers University - School of Social Work 2009 — 2010
Certificate in Gerontology
Knapp Paperwork Partners LLC July 2012 - Present
Jewish Family Services November 2011 - Present
Chronic Disease Self Management Program April 2010 - October 2011
JCC of Central New Jersey April 2009 - August 2010
Morgan Stanley 1984 - 1995
Skills
Microsoft Office, Microsoft Excel, Elder Care, Customer Service, Cash Management, Forecasting, QuickBooks, Account Reconciliation, Bookkeeping, Small Business, Finance, Management, Leadership, Strategic Financial..., Long-term Care, Insurance, Time Management, Marketing, Sales, Team Building, Financial Planning, Community Outreach, Coaching, Public Speaking, Strategic Planning
Education
State University of New York at Albany 1980 — 1984
Bachelor of Arts (B.A.), Economics
Rutgers University - School of Social Work 2009 — 2010
Certificate in Gerontology
Joseph Farley's Morgan Stanley Experience January 2001 - December 2002
Job Analyst at Champlain Investment Partners, LLC
Industry Investment Management
Experience
Champlain Investment Partners, LLC August 2014 - Present
Stowe Aviation, LLC March 2013 - Present
Kelvingrove Ventures January 2013 - Present
Kelvingrove Partners June 2008 - May 2013
Private Capital Management December 2002 - June 2008
Morgan Stanley January 2001 - December 2002
Donaldson, Lufkin & Jenrette February 1998 - January 2001
UBS August 1992 - February 1998
AT&T October 1990 - August 1992
Executive Branch, Division of Budget, State of New York September 1989 - May 1990
Skills
Investments, Valuation, Portfolio Management, Equity Research, Hedge Funds, Equities, Financial Modeling, Asset Management, Capital Markets, Finance
Education
State University of New York at Albany 1989 — 1992
Master of Arts (MA), Economics
State University of New York at Albany 1986 — 1989
Bachelor of Arts (BA), Economics
Champlain Investment Partners, LLC August 2014 - Present
Stowe Aviation, LLC March 2013 - Present
Kelvingrove Ventures January 2013 - Present
Kelvingrove Partners June 2008 - May 2013
Private Capital Management December 2002 - June 2008
Morgan Stanley January 2001 - December 2002
Donaldson, Lufkin & Jenrette February 1998 - January 2001
UBS August 1992 - February 1998
AT&T October 1990 - August 1992
Executive Branch, Division of Budget, State of New York September 1989 - May 1990
Skills
Investments, Valuation, Portfolio Management, Equity Research, Hedge Funds, Equities, Financial Modeling, Asset Management, Capital Markets, Finance
Education
State University of New York at Albany 1989 — 1992
Master of Arts (MA), Economics
State University of New York at Albany 1986 — 1989
Bachelor of Arts (BA), Economics
Terry Loomis's Morgan Stanley Experience 2010 - 2011
Job Business & Product Development Manager
Industry Building Materials
Experience
General Insulation Company July 2013 - Present
NCUA 2012 - 2013
The Cheesecake Factory 2011 - 2012
Morgan Stanley 2010 - 2011
Prudential Financial 2009 - 2010
Citizens Bank 2009 - 2009
Streamline Mortgage 2007 - 2009
Equihome Mortgage 2006 - 2007
First Guarantee Mortgage 2005 - 2006
The Mobile Solution 2004 - 2005
Skills
Loans, Credit, Sales, Management, Finance, Banking, Marketing, Microsoft Office, Real Estate, Portfolio Management, Financial Analysis, Insurance, Mortgage Lending, Oral & Written..., Team Leadership, Managerial Skills, FHA, Training, Time Management, Investments, Mutual Funds, Detail-oriented, Accounting, Financial Risk, Consumer Lending, Strategic Planning, Marketing Strategy, Retirement Planning, Financial Services, Funding, Branch Banking, Public Speaking, Marketing Communications, New Business Development, Building Envelope, Construction, Contract Negotiation, Contract Management, Customer Service, Budgets, Sales Management, Team Building, Negotiation, Project Management, Contractors, Construction Management
Education
State University of New York at Albany 2003 — 2006
Bachelor's degree, Marketing and Finance
General Insulation Company July 2013 - Present
NCUA 2012 - 2013
The Cheesecake Factory 2011 - 2012
Morgan Stanley 2010 - 2011
Prudential Financial 2009 - 2010
Citizens Bank 2009 - 2009
Streamline Mortgage 2007 - 2009
Equihome Mortgage 2006 - 2007
First Guarantee Mortgage 2005 - 2006
The Mobile Solution 2004 - 2005
Skills
Loans, Credit, Sales, Management, Finance, Banking, Marketing, Microsoft Office, Real Estate, Portfolio Management, Financial Analysis, Insurance, Mortgage Lending, Oral & Written..., Team Leadership, Managerial Skills, FHA, Training, Time Management, Investments, Mutual Funds, Detail-oriented, Accounting, Financial Risk, Consumer Lending, Strategic Planning, Marketing Strategy, Retirement Planning, Financial Services, Funding, Branch Banking, Public Speaking, Marketing Communications, New Business Development, Building Envelope, Construction, Contract Negotiation, Contract Management, Customer Service, Budgets, Sales Management, Team Building, Negotiation, Project Management, Contractors, Construction Management
Education
State University of New York at Albany 2003 — 2006
Bachelor's degree, Marketing and Finance
Michael Fiumara Michael Fiumara's Morgan Stanley Experience June 1999 - August 2005
Job Senior Financial Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF October 2008 - Present
TIAA-CREF November 2005 - September 2008
Morgan Stanley June 1999 - August 2005
Skills
Financial Advisory, Consulting, Investment Advisory..., Stocks, SEC Regulations, Trade Compliance, Planning Advice, Retirement Plan..., Retirement Planning, Retirement Income...
Education
State University of New York at Albany 1995 — 1999
Bachelor’s Degree, Economics
TIAA-CREF October 2008 - Present
TIAA-CREF November 2005 - September 2008
Morgan Stanley June 1999 - August 2005
Skills
Financial Advisory, Consulting, Investment Advisory..., Stocks, SEC Regulations, Trade Compliance, Planning Advice, Retirement Plan..., Retirement Planning, Retirement Income...
Education
State University of New York at Albany 1995 — 1999
Bachelor’s Degree, Economics
Ed Warner Ed Warner's Morgan Stanley Experience June 2009 - Present
Job Vice President, Morgan Stanley, Prime Brokerage Client Coverage
Industry Financial Services
Experience
Morgan Stanley June 2009 - Present
Morgan Stanley June 2008 - August 2008
Skills
Securities Lending, Prime Brokerage, Hedge Funds, Relationship Management, Risk Management, Derivatives, Equities, Fixed Income, Finance, Client Service Oriented, Collateral Management, Corporate Actions
Education
SUNY Albany 2005 — 2009
Bachelor of Business Administration (B.B.A.), Financial Analysis, Magna Cum Laude
CFA Program
Level III Candidate
Morgan Stanley June 2009 - Present
Morgan Stanley June 2008 - August 2008
Skills
Securities Lending, Prime Brokerage, Hedge Funds, Relationship Management, Risk Management, Derivatives, Equities, Fixed Income, Finance, Client Service Oriented, Collateral Management, Corporate Actions
Education
SUNY Albany 2005 — 2009
Bachelor of Business Administration (B.B.A.), Financial Analysis, Magna Cum Laude
CFA Program
Level III Candidate
Jason Elias Gonzalez Jason Elias Gonzalez's Morgan Stanley Experience September 2002 - November 2003
Job Director of Expansion & Recruiting at World Financial Group (WFG) An Aegon Company
Industry Financial Services
Experience
World Financial Group (WFG) - An Aegon Company July 2015 - Present
The Tailored Man July 2012 - Present
Merrill Lynch June 2011 - July 2012
Keefe, Bruyette & Woods Inc April 2006 - June 2011
Mortgage World Bankers, Inc•• November 2003 - December 2005
Morgan Stanley September 2002 - November 2003
Skills
FINRA, Compliance, Series 7, Investment Banking, Credit, Series 63, Financial Risk, Electronic Trading, Alternative Investments, Trading Systems, Investments, Hedge Funds, Portfolio Management, Securities, Trading, Mergers & Acquisitions, Options, Derivatives, Equity Research, Bloomberg, Finance, Emerging Markets, Financial Services, Leadership, Fixed Income, Equities, Management, Mutual Funds, Capital Markets, Asset Management, Asset Allocation, Financial Markets, Financial Modeling, Valuation, Private Equity, Microsoft Office
Education
State University of New York at Albany 1995 — 1999
Bachelor of Science, Business Administration
World Financial Group (WFG) - An Aegon Company July 2015 - Present
The Tailored Man July 2012 - Present
Merrill Lynch June 2011 - July 2012
Keefe, Bruyette & Woods Inc April 2006 - June 2011
Mortgage World Bankers, Inc•• November 2003 - December 2005
Morgan Stanley September 2002 - November 2003
Skills
FINRA, Compliance, Series 7, Investment Banking, Credit, Series 63, Financial Risk, Electronic Trading, Alternative Investments, Trading Systems, Investments, Hedge Funds, Portfolio Management, Securities, Trading, Mergers & Acquisitions, Options, Derivatives, Equity Research, Bloomberg, Finance, Emerging Markets, Financial Services, Leadership, Fixed Income, Equities, Management, Mutual Funds, Capital Markets, Asset Management, Asset Allocation, Financial Markets, Financial Modeling, Valuation, Private Equity, Microsoft Office
Education
State University of New York at Albany 1995 — 1999
Bachelor of Science, Business Administration
Tali Zidon's Morgan Stanley Experience February 2015 - Present
Job Executive Director at Morgan Stanley
Industry Capital Markets
Experience
Morgan Stanley February 2015 - Present
TD Securities May 2013 - January 2015
Credit Suisse July 2003 - May 2013
Zurich Capital Markets 2001 - 2003
Sumitomo Capital Markets 1996 - 2001
ING Capital 1994 - 1996
Skills
Fixed Income, Electronic Trading, Market Making, Trading Systems, Rates, Derivatives, Equity Derivatives, Credit Derivatives, Investment Banking, FX Options, Project Management, New Business Development, Trading, Prime Brokerage, Interest Rate..., Low Latency, Market Data
Education
University at Albany, SUNY
Morgan Stanley February 2015 - Present
TD Securities May 2013 - January 2015
Credit Suisse July 2003 - May 2013
Zurich Capital Markets 2001 - 2003
Sumitomo Capital Markets 1996 - 2001
ING Capital 1994 - 1996
Skills
Fixed Income, Electronic Trading, Market Making, Trading Systems, Rates, Derivatives, Equity Derivatives, Credit Derivatives, Investment Banking, FX Options, Project Management, New Business Development, Trading, Prime Brokerage, Interest Rate..., Low Latency, Market Data
Education
University at Albany, SUNY
Dachi Chkadua Dachi Chkadua's Morgan Stanley Experience June 2013 - March 2015
Job Assistant Vice President (Front Office) at Bank of America Merrill Lynch
Industry Computer Software
Experience
Bank of America Merrill Lynch March 2015 - Present
Morgan Stanley June 2013 - March 2015
UPS January 2013 - June 2013
SimonOMS April 2012 - June 2013
University at Buffalo September 2009 - May 2013
SUNY Buffalo - ITTS March 2011 - November 2012
Brilliant Transportation June 2010 - August 2010
Skills
Git, Eclipse, Visual Studio, .NET, Amazon Web Services..., *Nix Operating Systems, Citrix, Windows Azure, linq, DevExpress, Object Oriented..., Logical Programing, Autodesk, Imperative Programming, Gdb, Hg, WPF Development, WinForms, C#, Node.js, MVC Architecture, MVVM, OO Software Development, Program Development, Linux, Design Patterns, Programming, WPF
Education
Buffalo 2009 — 2013
Bachelors of Science, Computer Information And Science
State University of New York at Buffalo 2009 — 2013
BS, Computer Science
Baruch College Campus High School 2006 2006 — 2009
High School Diploma
Bank of America Merrill Lynch March 2015 - Present
Morgan Stanley June 2013 - March 2015
UPS January 2013 - June 2013
SimonOMS April 2012 - June 2013
University at Buffalo September 2009 - May 2013
SUNY Buffalo - ITTS March 2011 - November 2012
Brilliant Transportation June 2010 - August 2010
Skills
Git, Eclipse, Visual Studio, .NET, Amazon Web Services..., *Nix Operating Systems, Citrix, Windows Azure, linq, DevExpress, Object Oriented..., Logical Programing, Autodesk, Imperative Programming, Gdb, Hg, WPF Development, WinForms, C#, Node.js, MVC Architecture, MVVM, OO Software Development, Program Development, Linux, Design Patterns, Programming, WPF
Education
Buffalo 2009 — 2013
Bachelors of Science, Computer Information And Science
State University of New York at Buffalo 2009 — 2013
BS, Computer Science
Baruch College Campus High School 2006 2006 — 2009
High School Diploma
Glenn Weinberg Glenn Weinberg's Morgan Stanley Experience June 2007 - August 2007
Job Pool Director at Winged Foot Golf Club
Industry Consumer Services
Experience
Winged Foot Golf Club May 2015 - Present
Overtime Athletics September 2014 - Present
North East Westchester Special Recreation September 2014 - Present
Doral Arrowwood March 2013 - August 2014
The Junkluggers June 2010 - August 2011
Planet Fitness April 2010 - September 2010
Tandori – Taste of India December 2008 - April 2009
Morgan Stanley June 2007 - August 2007
Skills
Personal Training, Customer Service, Sales, Management, Marketing, Athletics, Exercise Physiology, Exercise Instruction, Exercise, Communication, Interpersonal Skill, NASM, AED, Cpr Certified, Lifeguarding, Microsoft Office, Microsoft Word, Working With Children, Child Advocacy, Recreation Planning
Education
State University of New York at Albany 2004 — 2009
Bachelor of Arts (BA), Mass Communication/Media Studies
Blind Brook
Winged Foot Golf Club May 2015 - Present
Overtime Athletics September 2014 - Present
North East Westchester Special Recreation September 2014 - Present
Doral Arrowwood March 2013 - August 2014
The Junkluggers June 2010 - August 2011
Planet Fitness April 2010 - September 2010
Tandori – Taste of India December 2008 - April 2009
Morgan Stanley June 2007 - August 2007
Skills
Personal Training, Customer Service, Sales, Management, Marketing, Athletics, Exercise Physiology, Exercise Instruction, Exercise, Communication, Interpersonal Skill, NASM, AED, Cpr Certified, Lifeguarding, Microsoft Office, Microsoft Word, Working With Children, Child Advocacy, Recreation Planning
Education
State University of New York at Albany 2004 — 2009
Bachelor of Arts (BA), Mass Communication/Media Studies
Blind Brook
Jennifer DeFazio Jennifer DeFazio's Morgan Stanley Experience January 2013 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2013 - Present
Morgan Stanley January 2011 - December 2012
Morgan Stanley January 2009 - December 2010
Morgan Stanley January 2007 - December 2008
Morgan Stanley November 2005 - December 2006
DDB November 2003 - November 2005
Skills
Fixed Income, Equities, Capital Markets, Investment Banking, Securities, Financial Services, Accounting, Syndications, Underwriting, Loans
Education
State University of New York at Albany 1999 — 2003
Bachelor of Science (BS), Accounting
Morgan Stanley January 2013 - Present
Morgan Stanley January 2011 - December 2012
Morgan Stanley January 2009 - December 2010
Morgan Stanley January 2007 - December 2008
Morgan Stanley November 2005 - December 2006
DDB November 2003 - November 2005
Skills
Fixed Income, Equities, Capital Markets, Investment Banking, Securities, Financial Services, Accounting, Syndications, Underwriting, Loans
Education
State University of New York at Albany 1999 — 2003
Bachelor of Science (BS), Accounting
Caroline Philbin Caroline Philbin's Morgan Stanley Experience August 2013 - May 2015
Job Registered Associate at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors May 2015 - Present
Morgan Stanley August 2013 - May 2015
Time Warner Cable June 2013 - August 2013
Bean Partners January 2013 - May 2013
Martino Flynn LLC May 2012 - August 2012
Northwestern Mutual Financial Network May 2011 - August 2011
Skills
Proficient in Microsoft..., Experience in Market..., Communication Skills, Photoshop, Time Management, Outlook, Team-oriented, Leadership, Team Building, Management, Marketing, Financial Analysis
Education
University at Buffalo 2010 — 2014
Bachelor's Degree, Finance, General
Wells Fargo Advisors May 2015 - Present
Morgan Stanley August 2013 - May 2015
Time Warner Cable June 2013 - August 2013
Bean Partners January 2013 - May 2013
Martino Flynn LLC May 2012 - August 2012
Northwestern Mutual Financial Network May 2011 - August 2011
Skills
Proficient in Microsoft..., Experience in Market..., Communication Skills, Photoshop, Time Management, Outlook, Team-oriented, Leadership, Team Building, Management, Marketing, Financial Analysis
Education
University at Buffalo 2010 — 2014
Bachelor's Degree, Finance, General
Michael Arias Michael Arias's Morgan Stanley Experience June 2011 - March 2012
Job MO Analyst Global Investment Opportunities Group at J.P. Morgan
Industry Banking
Experience
J.P. Morgan April 2014 - Present
Neuberger Berman June 2012 - April 2014
Morgan Stanley June 2011 - March 2012
J.P. Morgan March 2011 - May 2011
CL King & Associates June 2010 - December 2010
University at Albany School of Business Investment Group September 2009 - December 2010
New York State Small Business Development Center September 2008 - December 2008
Skills
Fixed Income, Series 7, Financial Modeling, Mutual Funds, Financial Analysis, Series 63, Microsoft Excel, Bloomberg Terminal, Investments, Securities, Series 6, Credit Derivatives, Derivatives, Equity Derivatives, Interest Rate..., FX Derivatives, Exotic Derivatives, Trading, Trading Strategies
Education
State University of New York at Albany 2006 — 2010
Bachelors of Science, B.S. Business Administration Honors Financial Analyst Concentration, Economics
New rochelle high school 2002 — 2006
J.P. Morgan April 2014 - Present
Neuberger Berman June 2012 - April 2014
Morgan Stanley June 2011 - March 2012
J.P. Morgan March 2011 - May 2011
CL King & Associates June 2010 - December 2010
University at Albany School of Business Investment Group September 2009 - December 2010
New York State Small Business Development Center September 2008 - December 2008
Skills
Fixed Income, Series 7, Financial Modeling, Mutual Funds, Financial Analysis, Series 63, Microsoft Excel, Bloomberg Terminal, Investments, Securities, Series 6, Credit Derivatives, Derivatives, Equity Derivatives, Interest Rate..., FX Derivatives, Exotic Derivatives, Trading, Trading Strategies
Education
State University of New York at Albany 2006 — 2010
Bachelors of Science, B.S. Business Administration Honors Financial Analyst Concentration, Economics
New rochelle high school 2002 — 2006
Daniel Guardado Daniel Guardado's Morgan Stanley Experience July 2015 - Present
Job CFA Level 1 Candidate Compliance Analyst
Industry Investment Banking
Experience
Morgan Stanley July 2015 - Present
New York City Law Department December 2014 - Present
Pharmtize January 2014 - May 2014
Precision LTC Pharmacy February 2008 - January 2014
Elderwood Senior Care September 2013 - December 2013
Skills
LawManager, SharePoint, Data Mining, Data Modeling, LexisNexis, Excel, VBA, Westlaw, Equity Research, Financial Reporting, Financial Analysis, Vlookup, Pivot Tables, Transportation Law, SAS, R, Matlab, QS1, Multivariate Statistics, Linear Regression, Business Planning, Public Speaking, Entrepreneurship, Market Analysis, Microsoft Word, Financial Modeling
Education
State University of New York at Buffalo 2010 — 2014
Bachelor of Arts (BA), Economics and Political Science
Morgan Stanley July 2015 - Present
New York City Law Department December 2014 - Present
Pharmtize January 2014 - May 2014
Precision LTC Pharmacy February 2008 - January 2014
Elderwood Senior Care September 2013 - December 2013
Skills
LawManager, SharePoint, Data Mining, Data Modeling, LexisNexis, Excel, VBA, Westlaw, Equity Research, Financial Reporting, Financial Analysis, Vlookup, Pivot Tables, Transportation Law, SAS, R, Matlab, QS1, Multivariate Statistics, Linear Regression, Business Planning, Public Speaking, Entrepreneurship, Market Analysis, Microsoft Word, Financial Modeling
Education
State University of New York at Buffalo 2010 — 2014
Bachelor of Arts (BA), Economics and Political Science
Sami Said Sami Said's Morgan Stanley Experience August 2006 - February 2008
Job Equity Trader at T3 Trading Group, LLC
Industry
Experience
T3Live.com June 2013 - Present
T3 Trading Group, LLC September 2012 - Present
Merrill Edge April 2011 - August 2012
Morgan Stanley Wealth Management February 2008 - August 2010
Morgan Stanley August 2006 - February 2008
Skills
Financial Services, Finance, Securities, Equities, Investments, Mutual Funds, Series 7, FINRA, Trading, Bloomberg, Fixed Income, Series 63, Hedge Funds, Equity Trading, Options
Education
State University of New York at Albany 2001 — 2006
Bachelor's degree, Social Sciences, 3.0
T3Live.com June 2013 - Present
T3 Trading Group, LLC September 2012 - Present
Merrill Edge April 2011 - August 2012
Morgan Stanley Wealth Management February 2008 - August 2010
Morgan Stanley August 2006 - February 2008
Skills
Financial Services, Finance, Securities, Equities, Investments, Mutual Funds, Series 7, FINRA, Trading, Bloomberg, Fixed Income, Series 63, Hedge Funds, Equity Trading, Options
Education
State University of New York at Albany 2001 — 2006
Bachelor's degree, Social Sciences, 3.0
Danielle Holtman Danielle Holtman's Morgan Stanley Experience January 2015 - Present
Job Executive Director, Technology at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley 2003 - Present
PricewaterhouseCoopers LLP 2000 - 2003
Education
State University of New York at Albany 1996 — 2000
Bachelor's Degree, Management Information Systems, and Marketing
Morgan Stanley January 2015 - Present
Morgan Stanley 2003 - Present
PricewaterhouseCoopers LLP 2000 - 2003
Education
State University of New York at Albany 1996 — 2000
Bachelor's Degree, Management Information Systems, and Marketing
John Torregrossa's Morgan Stanley Experience April 2004 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2004 - Present
Skills
Capital Markets, Fixed Income
Education
University at Albany, SUNY 1999 — 2003
BA, School of Public Affairs
Morgan Stanley April 2004 - Present
Skills
Capital Markets, Fixed Income
Education
University at Albany, SUNY 1999 — 2003
BA, School of Public Affairs
Marty Massy's Morgan Stanley Experience March 1999 - August 2004
Job Associate Director Global Family Office, Americas at UBS Financial Services, Inc
Industry Financial Services
Experience
UBS Financial Services, Inc August 2004 - Present
Morgan Stanley March 1999 - August 2004
Education
State University of New York at Albany 1990 — 1994
Bachelor of Arts (BA), Communication
UBS Financial Services, Inc August 2004 - Present
Morgan Stanley March 1999 - August 2004
Education
State University of New York at Albany 1990 — 1994
Bachelor of Arts (BA), Communication
Grace Qian Lai's Morgan Stanley Experience May 2010 - Present
Job Vice President, Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley May 2010 - Present
JetBlue Airways March 2005 - May 2010
JetBlue Airways February 2004 - March 2005
Queens Borough Public Library November 2002 - February 2004
Deloitte Consulting July 2001 - November 2002
Skills
PMP, ITIL, Scrum, SPHR, Offshoring, Project Management, Integration, SDLC, Training, Information Technology, Vendor Management, Business Analysis, Leadership, Talent Acquisition, CRM, Quality Assurance, Human Resources, Strategy, PMO, Enterprise Architecture, Data Warehousing, Business Intelligence, Program Management, Consulting, Process Improvement
Education
University at Albany, SUNY 1999 — 2001
MBA, Human Resource/Information Systems
Morgan Stanley May 2010 - Present
JetBlue Airways March 2005 - May 2010
JetBlue Airways February 2004 - March 2005
Queens Borough Public Library November 2002 - February 2004
Deloitte Consulting July 2001 - November 2002
Skills
PMP, ITIL, Scrum, SPHR, Offshoring, Project Management, Integration, SDLC, Training, Information Technology, Vendor Management, Business Analysis, Leadership, Talent Acquisition, CRM, Quality Assurance, Human Resources, Strategy, PMO, Enterprise Architecture, Data Warehousing, Business Intelligence, Program Management, Consulting, Process Improvement
Education
University at Albany, SUNY 1999 — 2001
MBA, Human Resource/Information Systems
Jennifer Ricatti's Morgan Stanley Experience June 2001 - Present
Job Vice President at Morgan Stanley
Industry Accounting
Experience
Morgan Stanley June 2001 - Present
Deloitte & Touche February 1999 - June 2001
Education
University at Albany, SUNY 1992 — 1997
Morgan Stanley June 2001 - Present
Deloitte & Touche February 1999 - June 2001
Education
University at Albany, SUNY 1992 — 1997
William Schmohl's Morgan Stanley Experience 1986 - 1988
Job Vice President at ICAP
Industry Financial Services
Experience
NYC HRA 2010 - 2012
ICAP April 2000 - September 2009
BrokerTec 2000 - 2004
Citigroup 1994 - 2000
Credit Suisse 1988 - 1994
Morgan Stanley 1986 - 1988
Skills
Trading Systems, Fixed Income, Bonds, Derivatives, Options, Hedge Funds, Equities, Securities, Series 7, Financial Services, Investment Banking, Portfolio Management
Education
State University of New York at Albany 1975 — 1979
BS, Atmospheric Sciences and Meteorology
elmont memorial high school
NYC HRA 2010 - 2012
ICAP April 2000 - September 2009
BrokerTec 2000 - 2004
Citigroup 1994 - 2000
Credit Suisse 1988 - 1994
Morgan Stanley 1986 - 1988
Skills
Trading Systems, Fixed Income, Bonds, Derivatives, Options, Hedge Funds, Equities, Securities, Series 7, Financial Services, Investment Banking, Portfolio Management
Education
State University of New York at Albany 1975 — 1979
BS, Atmospheric Sciences and Meteorology
elmont memorial high school
Frank Cipollino, CIMA's Morgan Stanley Experience 2003 - 2006
Job Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney March 2010 - Present
Prudential April 2007 - February 2009
Ryan Beck & Co. 2006 - 2007
Morgan Stanley 2003 - 2006
Education
University at Albany, SUNY 1997 — 2001
Morgan Stanley Smith Barney March 2010 - Present
Prudential April 2007 - February 2009
Ryan Beck & Co. 2006 - 2007
Morgan Stanley 2003 - 2006
Education
University at Albany, SUNY 1997 — 2001
Julie Kaye's Morgan Stanley Experience April 2001 - April 2006
Job HR Search Partners
Industry Human Resources
Experience
HR Search Partners September 2013 - Present
Nancy Zucker Associates May 2006 - September 2008
Morgan Stanley April 2001 - April 2006
Skills
Human Resources, Personnel Management, Onboarding, Talent Acquisition, Applicant Tracking..., Talent Management, Technical Recruiting, College Recruiting, Employee Relations, Internet Recruiting, Recruiting, HRIS, Employee Engagement, Benefits Negotiation, Executive Search
Education
University at Albany, SUNY 1991 — 1995
BS, Business Administration
HR Search Partners September 2013 - Present
Nancy Zucker Associates May 2006 - September 2008
Morgan Stanley April 2001 - April 2006
Skills
Human Resources, Personnel Management, Onboarding, Talent Acquisition, Applicant Tracking..., Talent Management, Technical Recruiting, College Recruiting, Employee Relations, Internet Recruiting, Recruiting, HRIS, Employee Engagement, Benefits Negotiation, Executive Search
Education
University at Albany, SUNY 1991 — 1995
BS, Business Administration
Denise Schreiber's Morgan Stanley Experience April 2004 - March 2008
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs April 2008 - Present
Morgan Stanley April 2004 - March 2008
Self Employed April 2001 - April 2004
Sapient July 2000 - March 2001
American Management Systems July 1988 - June 2000
Skills
Regulatory Risk, Regulatory Compliance, Project Management, Program Management, Financial Markets, Financial Regulation, OTC Derivatives, Securities, Securities Regulation, Credit Derivatives, Clearing, Management Consulting, Clearing Houses, Business Transformation, Change Management, Large Scale Change..., Project Portfolio..., Strategy, Equity Derivatives, Wholesale Banking, Regulations
Education
State University of New York at Albany 1984 — 1988
Bachelor of Applied Science (B.A.Sc.), Management Information Systems, General, 3.4
Goldman Sachs April 2008 - Present
Morgan Stanley April 2004 - March 2008
Self Employed April 2001 - April 2004
Sapient July 2000 - March 2001
American Management Systems July 1988 - June 2000
Skills
Regulatory Risk, Regulatory Compliance, Project Management, Program Management, Financial Markets, Financial Regulation, OTC Derivatives, Securities, Securities Regulation, Credit Derivatives, Clearing, Management Consulting, Clearing Houses, Business Transformation, Change Management, Large Scale Change..., Project Portfolio..., Strategy, Equity Derivatives, Wholesale Banking, Regulations
Education
State University of New York at Albany 1984 — 1988
Bachelor of Applied Science (B.A.Sc.), Management Information Systems, General, 3.4
Sherri Kepner Herman's Morgan Stanley Experience September 2007 - March 2009
Job Founder & President at ResumeGal.com
Industry Financial Services
Experience
ResumeGal.com February 2009 - Present
Morgan Stanley September 2007 - March 2009
Morgan Stanley March 2003 - August 2007
Morgan Stanley December 2000 - March 2003
Morgan Stanley December 1997 - November 2000
Morgan Stanley February 1996 - November 1997
Morgan Stanley April 1994 - January 1996
Morgan Stanley October 1993 - March 1994
Skills
Succession Planning, Equities
Education
University at Albany, SUNY 1989 — 1993
BA, Communications
High School
ResumeGal.com February 2009 - Present
Morgan Stanley September 2007 - March 2009
Morgan Stanley March 2003 - August 2007
Morgan Stanley December 2000 - March 2003
Morgan Stanley December 1997 - November 2000
Morgan Stanley February 1996 - November 1997
Morgan Stanley April 1994 - January 1996
Morgan Stanley October 1993 - March 1994
Skills
Succession Planning, Equities
Education
University at Albany, SUNY 1989 — 1993
BA, Communications
High School
Marc Gardere's Morgan Stanley Experience 2003 - 2005
Job Low Latency App Support
Industry Banking
Experience
Société Générale July 2013 - Present
Credit Suisse August 2011 - June 2013
BNP Paribas March 2011 - August 2011
Deutsche Bank March 2010 - March 2011
RBS October 2009 - March 2010
Citigroup September 2007 - October 2008
Swiss Re 2005 - 2007
Morgan Stanley 2003 - 2005
Skills
Derivatives, Credit Derivatives, Trading Systems, Equity Derivatives, Fixed Income, Equities, Investment Banking, Interest Rate..., FX Options, Capital Markets
Education
University at Albany, SUNY 1993 — 1998
Société Générale July 2013 - Present
Credit Suisse August 2011 - June 2013
BNP Paribas March 2011 - August 2011
Deutsche Bank March 2010 - March 2011
RBS October 2009 - March 2010
Citigroup September 2007 - October 2008
Swiss Re 2005 - 2007
Morgan Stanley 2003 - 2005
Skills
Derivatives, Credit Derivatives, Trading Systems, Equity Derivatives, Fixed Income, Equities, Investment Banking, Interest Rate..., FX Options, Capital Markets
Education
University at Albany, SUNY 1993 — 1998
Joe Cantatore's Morgan Stanley Experience July 1992 - February 1996
Job Chief Operating Officer at D. Weckstein & Co., Inc.
Industry Financial Services
Experience
D. Weckstein & Co., Inc. April 2013 - Present
Northeast Securities February 2011 - April 2013
Pura Vida Financial Services February 2010 - April 2013
The Training Associates March 2012 - October 2012
LatAm Investments, LLC May 2009 - January 2010
Pali Capital, Inc. February 2007 - May 2009
Bear Stearns & Co., Inc. February 1996 - February 2007
Morgan Stanley July 1992 - February 1996
Skills
Hedge Funds, Fixed Income, Equities, Financial Services, Prime Brokerage, Trading, Electronic Trading, Securities, Asset Management, Capital Markets, Series 7, Alternative Investments, FINRA, Emerging Markets, Derivatives, Investment Banking, Finance, Banking, Financial Markets, Options, Mutual Funds, Bloomberg, Private Equity, Investments, Risk Management, Bonds, Portfolio Management, Middle Office, Valuation, Business Development, Series 63, Wealth Management, Equity Trading, Asset Allocation, Financial Advisory, Structured Products, Relationship Management, Contract Negotiation, Global Finance, Strategic Planning, Project Implementation, Change Management, Training & Development, New Vendor Development, Client Retention...
Education
State University of New York at Albany 1988 — 1992
Bachelor of Arts (B.A.), Economics
New York University - Leonard N. Stern School of Business
MBA
D. Weckstein & Co., Inc. April 2013 - Present
Northeast Securities February 2011 - April 2013
Pura Vida Financial Services February 2010 - April 2013
The Training Associates March 2012 - October 2012
LatAm Investments, LLC May 2009 - January 2010
Pali Capital, Inc. February 2007 - May 2009
Bear Stearns & Co., Inc. February 1996 - February 2007
Morgan Stanley July 1992 - February 1996
Skills
Hedge Funds, Fixed Income, Equities, Financial Services, Prime Brokerage, Trading, Electronic Trading, Securities, Asset Management, Capital Markets, Series 7, Alternative Investments, FINRA, Emerging Markets, Derivatives, Investment Banking, Finance, Banking, Financial Markets, Options, Mutual Funds, Bloomberg, Private Equity, Investments, Risk Management, Bonds, Portfolio Management, Middle Office, Valuation, Business Development, Series 63, Wealth Management, Equity Trading, Asset Allocation, Financial Advisory, Structured Products, Relationship Management, Contract Negotiation, Global Finance, Strategic Planning, Project Implementation, Change Management, Training & Development, New Vendor Development, Client Retention...
Education
State University of New York at Albany 1988 — 1992
Bachelor of Arts (B.A.), Economics
New York University - Leonard N. Stern School of Business
MBA
Dennis Roberson's Morgan Stanley Experience 2004 - 2006
Job Digital Advertising Operations Manager at Time Out NY
Industry Marketing and Advertising
Experience
Time Out February 2012 - Present
The Bottom Line Sports Show February 2010 - Present
AOL / Platform-A January 2009 - January 2010
Miva Inc September 2006 - February 2008
Morgan Stanley 2004 - 2006
Skills
Digital Media, Digital Strategy, Business Development, Social Networking, Radio, Online Advertising, New Media, Advertising, Marketing, Film, Project Management, Web Analytics, Leadership, Music Industry, Web Marketing, Mobile Marketing, Corporate Communications, Management, Digital Marketing, PPC, Media Buying, Strategic Partnerships, Brand Management, Social Media, Social Media Marketing, Talent Management, Media Planning, Integrated Marketing, Interactive Marketing
Education
University at Albany, SUNY 1995 — 1997
B.A., English
Westchester Community College 1992 — 1994
A.A.S, Business Administration
Time Out February 2012 - Present
The Bottom Line Sports Show February 2010 - Present
AOL / Platform-A January 2009 - January 2010
Miva Inc September 2006 - February 2008
Morgan Stanley 2004 - 2006
Skills
Digital Media, Digital Strategy, Business Development, Social Networking, Radio, Online Advertising, New Media, Advertising, Marketing, Film, Project Management, Web Analytics, Leadership, Music Industry, Web Marketing, Mobile Marketing, Corporate Communications, Management, Digital Marketing, PPC, Media Buying, Strategic Partnerships, Brand Management, Social Media, Social Media Marketing, Talent Management, Media Planning, Integrated Marketing, Interactive Marketing
Education
University at Albany, SUNY 1995 — 1997
B.A., English
Westchester Community College 1992 — 1994
A.A.S, Business Administration
Glenn Day's Morgan Stanley Experience April 1998 - December 2002
Job at Santander Bank
Industry Real Estate
Experience
Santander Bank, N.A. September 2009 - Present
Real Capital Analytics January 2006 - May 2009
Teachers Federal Credit Union March 2004 - December 2005
Brixmor (fmr Centro Properties - New Plan REIT) March 2003 - February 2004
Morgan Stanley April 1998 - December 2002
Skills
Financial Analysis, Excel, Analysis, Real Estate, PowerPoint, Microsoft Office, Word, Financial Modeling, Access, Risk Management, Outlook, Financial Reporting, Business Strategy, Market Research, Market Analysis, Forecasting, Portfolio Management, Microsoft Excel, Investments, Real Estate Economics, Credit, Asset Management, Valuation, Banking, Loans, Credit Analysis
Education
University at Buffalo 1987 — 1992
Double B.A., Economics, Urban Studies
Santander Bank, N.A. September 2009 - Present
Real Capital Analytics January 2006 - May 2009
Teachers Federal Credit Union March 2004 - December 2005
Brixmor (fmr Centro Properties - New Plan REIT) March 2003 - February 2004
Morgan Stanley April 1998 - December 2002
Skills
Financial Analysis, Excel, Analysis, Real Estate, PowerPoint, Microsoft Office, Word, Financial Modeling, Access, Risk Management, Outlook, Financial Reporting, Business Strategy, Market Research, Market Analysis, Forecasting, Portfolio Management, Microsoft Excel, Investments, Real Estate Economics, Credit, Asset Management, Valuation, Banking, Loans, Credit Analysis
Education
University at Buffalo 1987 — 1992
Double B.A., Economics, Urban Studies
Jack Tzadik's Morgan Stanley Experience April 2012 - Present
Job Executive Director Fund Administration at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2012 - Present
Morgan Stanley May 1997 - March 2012
Goldstein Golub and Kessler 1996 - 1997
Raich Ende Malter Lerner and Co 1993 - 1996
Skills
Alternative Investments, Fund Administration, Prime Brokerage, Hedge Funds, Equities, Equity Derivatives, Risk Management, Securities, Derivatives, Options, Swaps, Series 7, Fund Of Funds, Series 63, Fund Accounting, Operational Risk, Asset Management, Back Office, Bloomberg, Capital Markets, Financial Services, Fixed Income, Securities Lending, Trading
Education
State University of New York at Albany 1989 — 1993
Bachelor of Science (BS), Accounting
The Brandeis School
Morgan Stanley April 2012 - Present
Morgan Stanley May 1997 - March 2012
Goldstein Golub and Kessler 1996 - 1997
Raich Ende Malter Lerner and Co 1993 - 1996
Skills
Alternative Investments, Fund Administration, Prime Brokerage, Hedge Funds, Equities, Equity Derivatives, Risk Management, Securities, Derivatives, Options, Swaps, Series 7, Fund Of Funds, Series 63, Fund Accounting, Operational Risk, Asset Management, Back Office, Bloomberg, Capital Markets, Financial Services, Fixed Income, Securities Lending, Trading
Education
State University of New York at Albany 1989 — 1993
Bachelor of Science (BS), Accounting
The Brandeis School
Poulomi Basu's Morgan Stanley Experience June 2007 - May 2008
Job Pension Analyst at GE Corporate
Industry Financial Services
Experience
GE December 2013 - Present
J.P. Morgan August 2012 - August 2013
Yoh (Client: General Electric Company) December 2010 - July 2012
Lehman Brothers Holdings June 2008 - December 2010
Morgan Stanley June 2007 - May 2008
Skills
Business Objects, PeopleSoft, Oracle HR, Microsoft Excel, PowerPoint, Microsoft Word, Data Analysis, Global Compensation, HRIS, Project Planning, Project Coordination, Ad Hoc Reporting, Personnel Management, Deferred Compensation, Human Resources, Performance Management, Talent Management, Employee Relations, Onboarding, Management, Vendor Management, Process Improvement
Education
University at Albany, SUNY 2005 — 2007
Master of Business Administration, Human Resource Information Systems (HRIS)
Lake Town Govt. Spons. Girls' High School
GE December 2013 - Present
J.P. Morgan August 2012 - August 2013
Yoh (Client: General Electric Company) December 2010 - July 2012
Lehman Brothers Holdings June 2008 - December 2010
Morgan Stanley June 2007 - May 2008
Skills
Business Objects, PeopleSoft, Oracle HR, Microsoft Excel, PowerPoint, Microsoft Word, Data Analysis, Global Compensation, HRIS, Project Planning, Project Coordination, Ad Hoc Reporting, Personnel Management, Deferred Compensation, Human Resources, Performance Management, Talent Management, Employee Relations, Onboarding, Management, Vendor Management, Process Improvement
Education
University at Albany, SUNY 2005 — 2007
Master of Business Administration, Human Resource Information Systems (HRIS)
Lake Town Govt. Spons. Girls' High School
Anne Chang's Morgan Stanley Experience November 2001 - August 2003
Job Managing Director at Virtus Partners, LLC
Industry Investment Banking
Experience
Virtus Partners, LLC March 2015 - Present
Barclays Capital October 2011 - July 2014
JP Morgan March 2008 - September 2011
Bear Stearns September 2003 - March 2008
Morgan Stanley November 2001 - August 2003
Skills
Fixed Income, Equities, Derivatives, Investment Banking, Financial Modeling, Valuation, Accounting, Capital Markets, Financial Reporting, Portfolio Management, Corporate Finance, Bloomberg
Education
University at Buffalo
Bachelor of Science, Business Administraion (Accounting & Finance)
Virtus Partners, LLC March 2015 - Present
Barclays Capital October 2011 - July 2014
JP Morgan March 2008 - September 2011
Bear Stearns September 2003 - March 2008
Morgan Stanley November 2001 - August 2003
Skills
Fixed Income, Equities, Derivatives, Investment Banking, Financial Modeling, Valuation, Accounting, Capital Markets, Financial Reporting, Portfolio Management, Corporate Finance, Bloomberg
Education
University at Buffalo
Bachelor of Science, Business Administraion (Accounting & Finance)
Margaret Paulakis's Morgan Stanley Experience September 2010 - Present
Job Manager within Tax Operations of Morgan Stanley, CPA
Industry Accounting
Experience
Morgan Stanley September 2010 - Present
Grant Thornton LLP September 2006 - September 2010
Skills
Financial Analysis, Financial Reporting, US GAAP, Sarbanes-Oxley Act, Accounting, Equities, GAAP, Hedge Funds, Financial Accounting, Auditing, Securities, SEC filings, Internal Controls, CPA, Tax, Financial Statements, Tax Accounting
Education
University at Albany, SUNY 2002 — 2006
Bachelors, Accounting
Morgan Stanley September 2010 - Present
Grant Thornton LLP September 2006 - September 2010
Skills
Financial Analysis, Financial Reporting, US GAAP, Sarbanes-Oxley Act, Accounting, Equities, GAAP, Hedge Funds, Financial Accounting, Auditing, Securities, SEC filings, Internal Controls, CPA, Tax, Financial Statements, Tax Accounting
Education
University at Albany, SUNY 2002 — 2006
Bachelors, Accounting
Meredith Brounstein's Morgan Stanley Experience 2004 - 2006
Job Telecommunications Analyst at Structuretone
Industry Telecommunications
Experience
Structure Tone July 2007 - Present
Morgan Stanley 2004 - 2006
Skills
Telecommunications
Education
University at Albany, SUNY 1989 — 1993
Structure Tone July 2007 - Present
Morgan Stanley 2004 - 2006
Skills
Telecommunications
Education
University at Albany, SUNY 1989 — 1993
Evan Kraus's Morgan Stanley Experience October 2006 - July 2008
Job Team Leader Bloomberg LP
Industry Investment Management
Experience
TD February 2010 - November 2011
Hart Sachs Capital Partners March 2009 - February 2010
Morgan Stanley October 2006 - July 2008
Natexis Bleichroeder September 1996 - October 2006
Fleet Bank November 1992 - August 1996
Skills
Fixed Income, Portfolio Management, Corporate Finance, Investments, Asset Management, Structured Finance, Finance, Financial Analysis, Trading, Due Diligence
Education
State University of New York at Albany 1988 — 1992
TD February 2010 - November 2011
Hart Sachs Capital Partners March 2009 - February 2010
Morgan Stanley October 2006 - July 2008
Natexis Bleichroeder September 1996 - October 2006
Fleet Bank November 1992 - August 1996
Skills
Fixed Income, Portfolio Management, Corporate Finance, Investments, Asset Management, Structured Finance, Finance, Financial Analysis, Trading, Due Diligence
Education
State University of New York at Albany 1988 — 1992
Edward Liberman's Morgan Stanley Experience 2003 - 2006
Job Director Credit Sales and Trading at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities 2013 - Present
UBS Investment Bank 2009 - 2013
UBS Investment Bank 2007 - 2009
ING Capital, LLC 2006 - 2007
Morgan Stanley 2003 - 2006
Deloitte 2001 - 2003
Education
University at Albany, SUNY 1997 — 2001
Wells Fargo Securities 2013 - Present
UBS Investment Bank 2009 - 2013
UBS Investment Bank 2007 - 2009
ING Capital, LLC 2006 - 2007
Morgan Stanley 2003 - 2006
Deloitte 2001 - 2003
Education
University at Albany, SUNY 1997 — 2001
Jessica Cicero's Morgan Stanley Experience 2007 - Present
Job VP at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2007 - Present
Skills
Equities, Fixed Income, Business Analysis, Derivatives, Financial Analysis, Finance, Leadership, Management, Project Management
Education
University at Albany, SUNY 1997 — 2000
Morgan Stanley 2007 - Present
Skills
Equities, Fixed Income, Business Analysis, Derivatives, Financial Analysis, Finance, Leadership, Management, Project Management
Education
University at Albany, SUNY 1997 — 2000
Anthony Jung's Morgan Stanley Experience July 2014 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2014 - Present
Moody's Analytics January 2011 - July 2014
Deutsche Bank June 2009 - August 2009
Bear Stearns 2006 - 2008
Citi 2004 - 2006
Skills
Financial Modeling, Financial Analysis, Credit Risk, Credit Analysis, Risk Management, Valuation, Capital Markets, Industry Analysis, Market Risk, Financial Statement..., Portfolio Management, Strategic Planning, Forecasting, Counterparty Risk, Finance, Due Diligence, Financial Services, Analysis, Financial Risk
Education
Cornell University, Johnson Graduate School of Management 2008 — 2010
Master, Business Administration
University at Buffalo
Bachelor of Science, Business Administration; Accounting and Finance Concentrations
Stuyvesant High School
Morgan Stanley July 2014 - Present
Moody's Analytics January 2011 - July 2014
Deutsche Bank June 2009 - August 2009
Bear Stearns 2006 - 2008
Citi 2004 - 2006
Skills
Financial Modeling, Financial Analysis, Credit Risk, Credit Analysis, Risk Management, Valuation, Capital Markets, Industry Analysis, Market Risk, Financial Statement..., Portfolio Management, Strategic Planning, Forecasting, Counterparty Risk, Finance, Due Diligence, Financial Services, Analysis, Financial Risk
Education
Cornell University, Johnson Graduate School of Management 2008 — 2010
Master, Business Administration
University at Buffalo
Bachelor of Science, Business Administration; Accounting and Finance Concentrations
Stuyvesant High School
Anthony Cirincione's Morgan Stanley Experience May 2004 - Present
Job Managing Director Finance at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2004 - Present
CIBC World Markets 2000 - 2004
Bankers Trust 1991 - 2000
Education
NYU Stern School of Business
Master of Business Administration (MBA)
SUNY at Buffalo
Bachelor of Science (BS), Business Administration and Management, General
Morgan Stanley May 2004 - Present
CIBC World Markets 2000 - 2004
Bankers Trust 1991 - 2000
Education
NYU Stern School of Business
Master of Business Administration (MBA)
SUNY at Buffalo
Bachelor of Science (BS), Business Administration and Management, General
Sheryl Denniston's Morgan Stanley Experience June 2008 - Present
Job Registered Associate
Industry Financial Services
Experience
Morgan Stanley June 2008 - Present
Bear Stearns September 2001 - May 2008
Bear Stearns September 1995 - August 2001
Wertheim Schroeder July 1995 - December 1995
Smith Barney May 1993 - June 1995
Bear Stearns & Co Inc. June 1990 - April 1993
Skills
Series 7, Leadership, Fixed Income, Securities, Financial Services, Trading, Finance
Education
Licenses
7,9,10,24,63, 65
State University of New York at Albany
Bachelor's degree
Morgan Stanley June 2008 - Present
Bear Stearns September 2001 - May 2008
Bear Stearns September 1995 - August 2001
Wertheim Schroeder July 1995 - December 1995
Smith Barney May 1993 - June 1995
Bear Stearns & Co Inc. June 1990 - April 1993
Skills
Series 7, Leadership, Fixed Income, Securities, Financial Services, Trading, Finance
Education
Licenses
7,9,10,24,63, 65
State University of New York at Albany
Bachelor's degree
Dave Portnoy's Morgan Stanley Experience Deputy Director Financial Advisory ServicesPace Global Energy ServicesApril 2000 - July 2007
Job Vice President at Morgan Stanley
Industry Renewables & Environment
Experience
Morgan Stanley Deputy Director Financial Advisory ServicesPace Global Energy ServicesApril 2000 - July 2007
Education
University at Albany, SUNY 1994 — 1996
Morgan Stanley Deputy Director Financial Advisory ServicesPace Global Energy ServicesApril 2000 - July 2007
Education
University at Albany, SUNY 1994 — 1996
Marjorie Mvemba's Morgan Stanley Experience May 2013 - Present
Job Senior Technical Support Specialist at Wilton Brands
Industry Information Technology and Services
Experience
Wilton Brands February 2015 - Present
Morgan Stanley May 2013 - Present
Ajilon 2004 - 2006
Carolina Central University September 2001 - May 2002
BlackRock May 2000 - March 2001
BlackRock 1999 - 2001
Lowe & Partners 1998 - 1999
Skills
Troubleshooting, Help Desk Support, Software Installation, Microsoft Word, Laptops, Hardware, TCP/IP, Access, Active Directory, Networking, Windows 7, Microsoft Office, Windows, Windows Server, Unix, Databases, XP, Outlook, SharePoint, Software Documentation, Computer Hardware, Disaster Recovery, Blackberry Enterprise..., System Administration, Citrix, Virtualization, Data Center, Servers, Security, Visio, Desktop Computers, VMware, Workstations, ITIL
Education
University at Albany, SUNY 1992 — 1996
University at Albany, SUNY
B.A
Wilton Brands February 2015 - Present
Morgan Stanley May 2013 - Present
Ajilon 2004 - 2006
Carolina Central University September 2001 - May 2002
BlackRock May 2000 - March 2001
BlackRock 1999 - 2001
Lowe & Partners 1998 - 1999
Skills
Troubleshooting, Help Desk Support, Software Installation, Microsoft Word, Laptops, Hardware, TCP/IP, Access, Active Directory, Networking, Windows 7, Microsoft Office, Windows, Windows Server, Unix, Databases, XP, Outlook, SharePoint, Software Documentation, Computer Hardware, Disaster Recovery, Blackberry Enterprise..., System Administration, Citrix, Virtualization, Data Center, Servers, Security, Visio, Desktop Computers, VMware, Workstations, ITIL
Education
University at Albany, SUNY 1992 — 1996
University at Albany, SUNY
B.A
Neale Clunie's Morgan Stanley Experience January 2012 - November 2014
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade November 2014 - Present
Morgan Stanley January 2012 - November 2014
Charles Schwab, Inc. June 2005 - January 2012
TD Ameritrade January 2004 - June 2005
UBS Wealth Management December 2002 - January 2004
American Management Association January 1999 - December 2001
Skills
Investment Strategies, Series 63, Wealth Management, Securities, Retirement Planning, Mutual Funds, Series 7, Financial Services, Asset Allocation, Equities, Investments, Strategic Financial..., Finance, Investment Advisory, Alternative Investments, Retirement, Uniform Combined State..., Financial Planning, Investment Banking, Project Management, Financial Analysis, Portfolio Management, Asset Management
Education
University at Albany, SUNY 1994 — 1998
Lakeland High School 1990 — 1994
TD Ameritrade November 2014 - Present
Morgan Stanley January 2012 - November 2014
Charles Schwab, Inc. June 2005 - January 2012
TD Ameritrade January 2004 - June 2005
UBS Wealth Management December 2002 - January 2004
American Management Association January 1999 - December 2001
Skills
Investment Strategies, Series 63, Wealth Management, Securities, Retirement Planning, Mutual Funds, Series 7, Financial Services, Asset Allocation, Equities, Investments, Strategic Financial..., Finance, Investment Advisory, Alternative Investments, Retirement, Uniform Combined State..., Financial Planning, Investment Banking, Project Management, Financial Analysis, Portfolio Management, Asset Management
Education
University at Albany, SUNY 1994 — 1998
Lakeland High School 1990 — 1994
Jarrod Newman's Morgan Stanley Experience July 2013 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2013 - Present
Goldman Sachs May 2009 - July 2013
Bank of America/Merrill Lynch May 2005 - May 2009
Wilson Elser March 2003 - May 2005
Kings County District Attorneys Office September 1998 - March 2003
Skills
Private Investigations, Courts, Depositions, FCPA, Trials, AML, Securities Regulation, Fraud, Litigation, Securities, Surveillance, OFAC, KYC, Corporate Governance, Anti Money Laundering
Education
Widener University School of Law (PA) 1994 — 1997
JD, Law
State University of New York at Albany 1990 — 1994
BA, English/Psychology
Morgan Stanley July 2013 - Present
Goldman Sachs May 2009 - July 2013
Bank of America/Merrill Lynch May 2005 - May 2009
Wilson Elser March 2003 - May 2005
Kings County District Attorneys Office September 1998 - March 2003
Skills
Private Investigations, Courts, Depositions, FCPA, Trials, AML, Securities Regulation, Fraud, Litigation, Securities, Surveillance, OFAC, KYC, Corporate Governance, Anti Money Laundering
Education
Widener University School of Law (PA) 1994 — 1997
JD, Law
State University of New York at Albany 1990 — 1994
BA, English/Psychology
deborah ellen's Morgan Stanley Experience
Job vice president at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley
Skills
Investments, Financial Services, Equities, Series 7, Securities, Fixed Income, Series 63, Wealth Management, Capital Markets, FINRA, Bloomberg, Trading Systems, Electronic Trading, Trading, Financial Markets
Education
SUNY Albany
Morgan Stanley
Skills
Investments, Financial Services, Equities, Series 7, Securities, Fixed Income, Series 63, Wealth Management, Capital Markets, FINRA, Bloomberg, Trading Systems, Electronic Trading, Trading, Financial Markets
Education
SUNY Albany
Derrick Choy's Morgan Stanley Experience July 2011 - May 2015
Job FO Tech at Amherst Pierpont Securities
Industry Financial Services
Experience
Amherst Pierpont Securities May 2015 - Present
Morgan Stanley July 2011 - May 2015
ION Trading October 2010 - June 2011
ION Trading March 2008 - October 2010
Guardsmark August 2007 - March 2008
Skills
Trading Systems, Integration, Market Data, ION Marketview
Education
University at Buffalo 2004 — 2007
B.S., Business Administration
Amherst Pierpont Securities May 2015 - Present
Morgan Stanley July 2011 - May 2015
ION Trading October 2010 - June 2011
ION Trading March 2008 - October 2010
Guardsmark August 2007 - March 2008
Skills
Trading Systems, Integration, Market Data, ION Marketview
Education
University at Buffalo 2004 — 2007
B.S., Business Administration
Maria Porrata's Morgan Stanley Experience August 2005 - Present
Job Director, Early Dispute Resolution Group, Client Litigation Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2005 - Present
Reiter and Zipern April 2004 - July 2005
Rice and Justice 2002 - 2004
Education
University at Albany, SUNY 1998 — 2003
Bachelor, English
Morgan Stanley August 2005 - Present
Reiter and Zipern April 2004 - July 2005
Rice and Justice 2002 - 2004
Education
University at Albany, SUNY 1998 — 2003
Bachelor, English
Justin J. Hakimian's Morgan Stanley Experience June 2001 - May 2005
Job Managing Director at Almanac Realty Investors (fka Rothschild Realty Managers)
Industry Real Estate
Experience
Almanac Realty Investors (fka Rothschild Realty Managers) May 2005 - Present
Morgan Stanley June 2001 - May 2005
Skills
Valuation
Education
SUNY Albany
Almanac Realty Investors (fka Rothschild Realty Managers) May 2005 - Present
Morgan Stanley June 2001 - May 2005
Skills
Valuation
Education
SUNY Albany
Ronnet Roth Glezer's Morgan Stanley Experience October 1996 - March 1999
Job Executive Director. Fixed Income Sales at Mizuho Securities USA Inc.
Industry Financial Services
Experience
Mizuho Securities USA Inc. February 2014 - Present
CRT Capital Group September 2011 - April 2013
Citadel Securities May 2011 - September 2011
BTIG August 2010 - May 2011
Finacorp Securities March 2009 - June 2010
Goldman Sachs April 2004 - November 2008
GMAC-RFC November 2002 - April 2004
Bloomberg March 2001 - November 2002
Donaldson, Lufkin & Jenrette April 1999 - October 2000
Morgan Stanley October 1996 - March 1999
Skills
Relationship Management, MBS, Investor Relations, Electronic Trading, Sales, Financial Services, Series 24, Corporate Finance, Institutional..., Mortgage Lending, Equities, Financial Institutions, Interest Rate..., Commercial Banking, Securitization, Options, Asset Management, Alternative Investments
Education
State University of New York at Albany
B.A.
Mizuho Securities USA Inc. February 2014 - Present
CRT Capital Group September 2011 - April 2013
Citadel Securities May 2011 - September 2011
BTIG August 2010 - May 2011
Finacorp Securities March 2009 - June 2010
Goldman Sachs April 2004 - November 2008
GMAC-RFC November 2002 - April 2004
Bloomberg March 2001 - November 2002
Donaldson, Lufkin & Jenrette April 1999 - October 2000
Morgan Stanley October 1996 - March 1999
Skills
Relationship Management, MBS, Investor Relations, Electronic Trading, Sales, Financial Services, Series 24, Corporate Finance, Institutional..., Mortgage Lending, Equities, Financial Institutions, Interest Rate..., Commercial Banking, Securitization, Options, Asset Management, Alternative Investments
Education
State University of New York at Albany
B.A.
Kerry Gilden's Morgan Stanley Experience December 2000 - March 2013
Job Independent Consultant
Industry Information Technology and Services
Experience
Morgan Stanley December 2000 - March 2013
Cooper's & Lybrand 1995 - 1998
Education
University at Albany, SUNY 1991 — 1995
BS, MIS
Morgan Stanley December 2000 - March 2013
Cooper's & Lybrand 1995 - 1998
Education
University at Albany, SUNY 1991 — 1995
BS, MIS
Deborah DeSantis's Morgan Stanley Experience April 2001 - March 2007
Job Head of Loan Products Citi Commercial Bank
Industry Banking
Experience
Citi April 2013 - Present
Royal Bank of Scotland March 2007 - April 2013
Morgan Stanley April 2001 - March 2007
JP Morgan December 1996 - April 2001
Ernst & Young September 1994 - December 1996
Skills
Capital Markets, Corporate Finance, Credit, Credit Analysis, Credit Risk, Due Diligence, Equities, Investment Banking, Leveraged Finance, Management, Portfolio Management, Private Equity, Project Finance, Real Estate, Restructuring
Education
State University of New York at Buffalo 1989 — 1994
BS, Accounting, Finance
Citi April 2013 - Present
Royal Bank of Scotland March 2007 - April 2013
Morgan Stanley April 2001 - March 2007
JP Morgan December 1996 - April 2001
Ernst & Young September 1994 - December 1996
Skills
Capital Markets, Corporate Finance, Credit, Credit Analysis, Credit Risk, Due Diligence, Equities, Investment Banking, Leveraged Finance, Management, Portfolio Management, Private Equity, Project Finance, Real Estate, Restructuring
Education
State University of New York at Buffalo 1989 — 1994
BS, Accounting, Finance
David Littles's Morgan Stanley Experience
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley
Education
SUNY at Buffalo
Morgan Stanley
Education
SUNY at Buffalo
james limoncelli's Morgan Stanley Experience October 2008 - August 2009
Job Regional Executive Manager PacNorth Region at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 2009 - Present
Morgan Stanley October 2008 - August 2009
Wachovia Securities June 2001 - October 2008
robertson stephens March 1999 - April 2001
Prudential Securities October 1988 - April 1999
Education
University at Albany, SUNY 1984 — 1988
ba, sociology, business
West Hempstead High School 1980 — 1984
Wells Fargo Advisors, LLC September 2009 - Present
Morgan Stanley October 2008 - August 2009
Wachovia Securities June 2001 - October 2008
robertson stephens March 1999 - April 2001
Prudential Securities October 1988 - April 1999
Education
University at Albany, SUNY 1984 — 1988
ba, sociology, business
West Hempstead High School 1980 — 1984
Ronke Desalu-Dottin's Morgan Stanley Experience 2007 - Present
Job Vice President, Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley 2007 - Present
Morgan Stanley Smith Barney 2005 - 2007
Morgan Stanley Smith Barney 2003 - 2005
American Express 1998 - 2000
Education
University at Albany, SUNY
MSC, Economics/Finance
University at Albany, SUNY
BSC, Economics/Finance
Morgan Stanley 2007 - Present
Morgan Stanley Smith Barney 2005 - 2007
Morgan Stanley Smith Barney 2003 - 2005
American Express 1998 - 2000
Education
University at Albany, SUNY
MSC, Economics/Finance
University at Albany, SUNY
BSC, Economics/Finance
Jacqueline Sze's Morgan Stanley Experience January 2006 - January 2009
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley January 2006 - January 2009
Executive Staffing Solutions June 2005 - December 2005
UNICCO Service Company October 2002 - May 2005
Chang Hwa Commercial Bank, LTD January 1999 - September 2001
Cheateau Internation Corp June 1998 - January 1999
Education
University at Albany, SUNY 1995 — 1998
B.S, Actuarial and Mathematics Science
Morgan Stanley January 2006 - January 2009
Executive Staffing Solutions June 2005 - December 2005
UNICCO Service Company October 2002 - May 2005
Chang Hwa Commercial Bank, LTD January 1999 - September 2001
Cheateau Internation Corp June 1998 - January 1999
Education
University at Albany, SUNY 1995 — 1998
B.S, Actuarial and Mathematics Science
Naomi Young's Morgan Stanley Experience May 2010 - March 2012
Job Technical Writing, Knowledge Management, Content Management, Editing
Industry Information Technology and Services
Experience
Prudential Financial September 2015 - Present
ClearPath Workforce Management,Inc. at Cisco March 2012 - July 2015
Morgan Stanley May 2010 - March 2012
Morgan Stanley June 2009 - May 2010
Morgan Stanley 2006 - 2009
Morgan Stanley 1998 - 2006
Merrill Lynch 1996 - 1998
Bell Labs and other telecommunications firms July 1988 - February 1996
Journal of Dermatologic Surgery and Oncology September 1983 - April 1988
Skills
Technical Writing, Knowledge Management, HTML, Microsoft Office, Visio, SaaS, Software Documentation, Program Management, Document Management, Leadership, Process Improvement, Writing, Editing, Online Help, Help Desk Writing, Video Script Writing, Resume Writing, Creative Writing, TWiki, SnagIt, Creative Problem Solving, Meeting Facilitation, SME Interviewing, Enterprise Architecture
Education
State University of New York at Albany
BA, Sociology, English
Prudential Financial September 2015 - Present
ClearPath Workforce Management,Inc. at Cisco March 2012 - July 2015
Morgan Stanley May 2010 - March 2012
Morgan Stanley June 2009 - May 2010
Morgan Stanley 2006 - 2009
Morgan Stanley 1998 - 2006
Merrill Lynch 1996 - 1998
Bell Labs and other telecommunications firms July 1988 - February 1996
Journal of Dermatologic Surgery and Oncology September 1983 - April 1988
Skills
Technical Writing, Knowledge Management, HTML, Microsoft Office, Visio, SaaS, Software Documentation, Program Management, Document Management, Leadership, Process Improvement, Writing, Editing, Online Help, Help Desk Writing, Video Script Writing, Resume Writing, Creative Writing, TWiki, SnagIt, Creative Problem Solving, Meeting Facilitation, SME Interviewing, Enterprise Architecture
Education
State University of New York at Albany
BA, Sociology, English
Laura Sokaris's Morgan Stanley Experience August 2002 - July 2006
Job Financial Analyst at Mechanical Dynamics & Analysis, Ltd.
Industry Accounting
Experience
Mechanical Dynamics & Analysis, Ltd. April 2007 - Present
Morgan Stanley August 2002 - July 2006
Skills
Accounting, Financial Analysis, Forecasting, Budgets, Financial Reporting, Internal Controls, Process Improvement, Microsoft Excel, Microsoft Office, Analysis, SEC filings, Business Analysis
Education
State University of New York at Albany
BS
Albany High School
Mechanical Dynamics & Analysis, Ltd. April 2007 - Present
Morgan Stanley August 2002 - July 2006
Skills
Accounting, Financial Analysis, Forecasting, Budgets, Financial Reporting, Internal Controls, Process Improvement, Microsoft Excel, Microsoft Office, Analysis, SEC filings, Business Analysis
Education
State University of New York at Albany
BS
Albany High School
Jennifer Mantilla's Morgan Stanley Experience January 2015 - Present
Job Executive Director Morgan Stanley
Industry Accounting
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley January 2011 - Present
Morgan Stanley May 2010 - December 2010
EY October 2005 - May 2010
UHY LLP November 2004 - October 2005
Bear Stearns Investment Bank November 2003 - November 2004
PwC October 2001 - November 2003
Skills
Accounting, Capital Markets, Due Diligence, Financial Analysis, Tax, Tax Accounting, Corporate Tax, Financial Reporting, Income Tax, SEC Filings, Internal Controls, US GAAP, Auditing, Finance, Financial Modeling, Financial Accounting, Sarbanes-Oxley Act, Corporate Finance, Tax Advisory, Microsoft Excel, Management, Tax Compliance, Tax Preparation, Risk Management, Investments, Financial Statements, Microsoft Office
Education
State University of New York at Albany
Bachelor's Degree, Accounting and Finance
Morgan Stanley January 2015 - Present
Morgan Stanley January 2011 - Present
Morgan Stanley May 2010 - December 2010
EY October 2005 - May 2010
UHY LLP November 2004 - October 2005
Bear Stearns Investment Bank November 2003 - November 2004
PwC October 2001 - November 2003
Skills
Accounting, Capital Markets, Due Diligence, Financial Analysis, Tax, Tax Accounting, Corporate Tax, Financial Reporting, Income Tax, SEC Filings, Internal Controls, US GAAP, Auditing, Finance, Financial Modeling, Financial Accounting, Sarbanes-Oxley Act, Corporate Finance, Tax Advisory, Microsoft Excel, Management, Tax Compliance, Tax Preparation, Risk Management, Investments, Financial Statements, Microsoft Office
Education
State University of New York at Albany
Bachelor's Degree, Accounting and Finance
Steve Moses's Morgan Stanley Experience 1986 - 2003
Job Private Investor/Exploring Opportunities
Industry Financial Services
Experience
SRM Management April 2015 - Present
SRM Management April 2015 - Present
Bank of America May 2013 - April 2015
Nomura Securities March 2009 - December 2012
Bank of America 2002 - January 2009
Banc of America Securities LLC 2003 - 2008
Morgan Stanley 1986 - 2003
Skills
Equity Derivatives, Derivatives, Equities, Options, Structured Products, Series 7, Electronic Trading, Trading Systems, Volatility, Trading, Series 63, Series 24, Series 3, Series 4, Swaps
Education
University at Albany, SUNY 1982 — 1986
bs, finance
SRM Management April 2015 - Present
SRM Management April 2015 - Present
Bank of America May 2013 - April 2015
Nomura Securities March 2009 - December 2012
Bank of America 2002 - January 2009
Banc of America Securities LLC 2003 - 2008
Morgan Stanley 1986 - 2003
Skills
Equity Derivatives, Derivatives, Equities, Options, Structured Products, Series 7, Electronic Trading, Trading Systems, Volatility, Trading, Series 63, Series 24, Series 3, Series 4, Swaps
Education
University at Albany, SUNY 1982 — 1986
bs, finance
Eric Zivitz's Morgan Stanley Experience April 2001 - September 2002
Job Actuarial Consultant / Senior Tax Accountant MetLife
Industry Insurance
Experience
MetLife July 2011 - Present
MetLife September 2004 - July 2011
Prudential, Financial Management May 2003 - September 2004
Morgan Stanley April 2001 - September 2002
Mutual of America November 1999 - September 2000
Mutual of America August 1990 - November 1999
Skills
Actuarial Science, Insurance, Finance, Investments, Life Insurance, Analysis, Portfolio Management, Corporate Finance, Retirement Planning, MoSes, Variable Annuities, Process Improvement
Education
State University of New York at Albany 1979 — 1983
Bachelor of Science, Mathematics
MetLife July 2011 - Present
MetLife September 2004 - July 2011
Prudential, Financial Management May 2003 - September 2004
Morgan Stanley April 2001 - September 2002
Mutual of America November 1999 - September 2000
Mutual of America August 1990 - November 1999
Skills
Actuarial Science, Insurance, Finance, Investments, Life Insurance, Analysis, Portfolio Management, Corporate Finance, Retirement Planning, MoSes, Variable Annuities, Process Improvement
Education
State University of New York at Albany 1979 — 1983
Bachelor of Science, Mathematics
Darren Myles Brestin's Morgan Stanley Experience January 1997 - February 2000
Job www.akesso.com
Industry Apparel & Fashion
Experience
akesso November 2011 - Present
Self-Employed January 2005 - October 2011
UBS Financial Services February 2000 - December 2004
Morgan Stanley January 1997 - February 2000
Kushnir Investments January 1994 - December 1996
Colorado Prime Foods June 1990 - December 1993
Skills
Hospitals, Strategic Planning, Team Building, Leadership, Customer Service, New Business Development, Marketing Strategy, Hospitality, Venture Capital, Marketing, Start-ups, Contract Negotiation, Vendor Management, Sales Management, Public Speaking, Sales, Budgets, Microsoft Office, Integration, Negotiation, Process Improvement, Cross-functional Team..., Business Planning, Account Management, Management
Education
State University of New York at Albany 1987 — 1990
Bachelor of Arts (BA), Political Science & Business
akesso November 2011 - Present
Self-Employed January 2005 - October 2011
UBS Financial Services February 2000 - December 2004
Morgan Stanley January 1997 - February 2000
Kushnir Investments January 1994 - December 1996
Colorado Prime Foods June 1990 - December 1993
Skills
Hospitals, Strategic Planning, Team Building, Leadership, Customer Service, New Business Development, Marketing Strategy, Hospitality, Venture Capital, Marketing, Start-ups, Contract Negotiation, Vendor Management, Sales Management, Public Speaking, Sales, Budgets, Microsoft Office, Integration, Negotiation, Process Improvement, Cross-functional Team..., Business Planning, Account Management, Management
Education
State University of New York at Albany 1987 — 1990
Bachelor of Arts (BA), Political Science & Business
Jaclyn Solomon's Morgan Stanley Experience June 2007 - December 2009
Job Events at Apollo Global Management LLC
Industry Events Services
Experience
Apollo Global Management LLC July 2015 - Present
Univision Communications Inc. January 2013 - June 2015
Oppenheimer & Co. December 2009 - January 2013
Morgan Stanley June 2007 - December 2009
Skills
Event Management, Financial Services, Business Development, Social Media Marketing, Leadership, Marketing Communications, Event Planning, Account Management, Marketing Strategy, Marketing, Digital Marketing, Social Media, Social Networking
Education
SUNY Albany 2003 — 2007
Bachelor of Science (BS), Business Administration, Marketing Concentration, 3.63
Apollo Global Management LLC July 2015 - Present
Univision Communications Inc. January 2013 - June 2015
Oppenheimer & Co. December 2009 - January 2013
Morgan Stanley June 2007 - December 2009
Skills
Event Management, Financial Services, Business Development, Social Media Marketing, Leadership, Marketing Communications, Event Planning, Account Management, Marketing Strategy, Marketing, Digital Marketing, Social Media, Social Networking
Education
SUNY Albany 2003 — 2007
Bachelor of Science (BS), Business Administration, Marketing Concentration, 3.63
Scott Verch's Morgan Stanley Experience April 2004 - August 2007
Job Managing Director at United States Financial Institution
Industry Capital Markets
Experience
U.S. Financial Institution October 2010 - Present
Stone & Youngberg December 2009 - October 2010
Bank of America August 2007 - June 2009
Morgan Stanley April 2004 - August 2007
JPMorgan Chase August 1995 - March 2004
Donaldson, Lufkin & Jenrette August 1992 - April 1995
Education
University at Albany, SUNY 1987 — 1991
U.S. Financial Institution October 2010 - Present
Stone & Youngberg December 2009 - October 2010
Bank of America August 2007 - June 2009
Morgan Stanley April 2004 - August 2007
JPMorgan Chase August 1995 - March 2004
Donaldson, Lufkin & Jenrette August 1992 - April 1995
Education
University at Albany, SUNY 1987 — 1991
Rich Block's Morgan Stanley Experience 1988 - 1998
Job SVP FSquared Invetments
Industry Financial Services
Experience
F-Squared Investments July 2013 - July 2015
QuantShares April 2010 - May 2013
Putnam 1998 - 2009
Morgan Stanley 1988 - 1998
Skills
Equities, Series 7, Alternative Investments, Series 63, Mutual Funds, Bloomberg, ETFs, Equity Trading, Asset Managment, Securities, Derivatives, Investments, Trading Systems, Asset Allocation, Capital Markets, FINRA, Trading, Options, Portfolio Management, Equity Derivatives, Trading Strategies
Education
N.Y.U. Business School 1983 — 1985
Finance, General
State University of New York at Albany 1975 — 1979
B.S., Business
Jerich High School
Jerich High School
F-Squared Investments July 2013 - July 2015
QuantShares April 2010 - May 2013
Putnam 1998 - 2009
Morgan Stanley 1988 - 1998
Skills
Equities, Series 7, Alternative Investments, Series 63, Mutual Funds, Bloomberg, ETFs, Equity Trading, Asset Managment, Securities, Derivatives, Investments, Trading Systems, Asset Allocation, Capital Markets, FINRA, Trading, Options, Portfolio Management, Equity Derivatives, Trading Strategies
Education
N.Y.U. Business School 1983 — 1985
Finance, General
State University of New York at Albany 1975 — 1979
B.S., Business
Jerich High School
Jerich High School
Glen Balanoff's Morgan Stanley Experience March 2001 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2001 - Present
Merrill Lynch 1983 - 2001
Skills
Equities, Hedge Funds, Investment Banking, Series 7, Derivatives, Capital Markets, Fixed Income, Financial Modeling, Bonds, Bloomberg, Securities
Education
University at Buffalo 1974 — 1978
BS, Accounting
Morgan Stanley March 2001 - Present
Merrill Lynch 1983 - 2001
Skills
Equities, Hedge Funds, Investment Banking, Series 7, Derivatives, Capital Markets, Fixed Income, Financial Modeling, Bonds, Bloomberg, Securities
Education
University at Buffalo 1974 — 1978
BS, Accounting
Jan Grossman's Morgan Stanley Experience August 2007 - January 2008
Job Finance Budgeting, Forecasting, Strategic Planning, Financial Analysis, Reporting, Modeling
Industry Financial Services
Experience
GE Capital March 2014 - Present
Solomon Edwards Group December 2013 - March 2014
Reader's Digest February 2010 - November 2013
USI Insurance Services February 2008 - February 2010
Morgan Stanley August 2007 - January 2008
Cleary Gottlieb Steen & Hamilton LLP September 2006 - August 2007
JPMorgan Chase December 1999 - September 2006
EY October 1997 - December 1999
Skills
Accounting, Essbase, Financial Reporting, Strategic Financial..., Financial Analysis, Variance Analysis, Financial Modeling, Hyperion Enterprise, Corporate Finance, Forecasting, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Operating Budgets, Department Budgeting, GAAP, Sarbanes-Oxley Act, Cash Flow Forecasting
Education
SUNY Albany 1993 — 1996
Bachelor's degree, Accounting
GE Capital March 2014 - Present
Solomon Edwards Group December 2013 - March 2014
Reader's Digest February 2010 - November 2013
USI Insurance Services February 2008 - February 2010
Morgan Stanley August 2007 - January 2008
Cleary Gottlieb Steen & Hamilton LLP September 2006 - August 2007
JPMorgan Chase December 1999 - September 2006
EY October 1997 - December 1999
Skills
Accounting, Essbase, Financial Reporting, Strategic Financial..., Financial Analysis, Variance Analysis, Financial Modeling, Hyperion Enterprise, Corporate Finance, Forecasting, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Operating Budgets, Department Budgeting, GAAP, Sarbanes-Oxley Act, Cash Flow Forecasting
Education
SUNY Albany 1993 — 1996
Bachelor's degree, Accounting
Brett Fahlikman's Morgan Stanley Experience January 1998 - September 2001
Job Home Mortgage Consultant at Wells Fargo Home Mortgage NMLSR ID# 433638
Industry Banking
Experience
Wells Fargo Home Mortgage February 2005 - Present
Southern Star Mortgage January 2002 - January 2005
Morgan Stanley January 1998 - September 2001
Skills
Investment Properties, Mortgage Banking, Mortgage Lending, Refinance, First Time Home Buyers, Investments, FHA, Retirement Planning, Insurance, Banking, Credit, Real Estate, Loans, Strategic Financial..., Underwriting, Residential Mortgages, Loan Origination, Financial Analysis, Finance
Education
University at Buffalo 1988 — 1992
BA, Communication
Wells Fargo Home Mortgage February 2005 - Present
Southern Star Mortgage January 2002 - January 2005
Morgan Stanley January 1998 - September 2001
Skills
Investment Properties, Mortgage Banking, Mortgage Lending, Refinance, First Time Home Buyers, Investments, FHA, Retirement Planning, Insurance, Banking, Credit, Real Estate, Loans, Strategic Financial..., Underwriting, Residential Mortgages, Loan Origination, Financial Analysis, Finance
Education
University at Buffalo 1988 — 1992
BA, Communication
Elaine Sandoval's Morgan Stanley Experience June 2004 - Present
Job Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2004 - Present
Morgan Stanley January 2007 - January 2010
Skills
Fixed Income, Equities, Derivatives, Hedge Funds, Capital Markets, Securities, Investment Banking, Risk Management, Financial Services
Education
SUNY Albany 2000 — 2004
BA, FINANCE, MARKETING
University at Albany, SUNY 2000 — 2004
Bachelors, Finance, Marketing
Morgan Stanley June 2004 - Present
Morgan Stanley January 2007 - January 2010
Skills
Fixed Income, Equities, Derivatives, Hedge Funds, Capital Markets, Securities, Investment Banking, Risk Management, Financial Services
Education
SUNY Albany 2000 — 2004
BA, FINANCE, MARKETING
University at Albany, SUNY 2000 — 2004
Bachelors, Finance, Marketing
Elvin James's Morgan Stanley Experience May 2006 - September 2007
Job AVP, AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein September 2007 - Present
Morgan Stanley May 2006 - September 2007
Skills
Mutual Funds, Financial Services, Asset Management, Securities, Management, Series 7, Alternative Investments, Fixed Income, Equities, Hedge Funds, Project Management, Derivatives, Bloomberg, Capital Markets, Investments, Portfolio Management, Financial Analysis, Risk Management, Series 63
Education
State University of New York at Albany 2000 — 2004
Bachelor of Arts, Communications
Elmont Memorial High School
AllianceBernstein September 2007 - Present
Morgan Stanley May 2006 - September 2007
Skills
Mutual Funds, Financial Services, Asset Management, Securities, Management, Series 7, Alternative Investments, Fixed Income, Equities, Hedge Funds, Project Management, Derivatives, Bloomberg, Capital Markets, Investments, Portfolio Management, Financial Analysis, Risk Management, Series 63
Education
State University of New York at Albany 2000 — 2004
Bachelor of Arts, Communications
Elmont Memorial High School
Amanda Kivell's Morgan Stanley Experience March 2005 - December 2008
Job Senior HR Specialist at Unilever
Industry Consumer Goods
Experience
Unilever May 2015 - Present
Unilever December 2012 - May 2015
Stryker Spine September 2009 - December 2012
Ferring Pharmaceuticals December 2008 - September 2009
Morgan Stanley March 2005 - December 2008
Skills
Compensation, Performance Management, Employee Relations, Talent Management, Recruiting, Human Resources, Personnel Management, Employee Training, Change Management, Leadership, Succession Planning, Talent Acquisition, Applicant Tracking..., Onboarding, HRIS, Employee Engagement, HR Policies, Organizational..., Workforce Planning, Deferred Compensation
Education
State University of New York at Buffalo
B.A, Communications
Unilever May 2015 - Present
Unilever December 2012 - May 2015
Stryker Spine September 2009 - December 2012
Ferring Pharmaceuticals December 2008 - September 2009
Morgan Stanley March 2005 - December 2008
Skills
Compensation, Performance Management, Employee Relations, Talent Management, Recruiting, Human Resources, Personnel Management, Employee Training, Change Management, Leadership, Succession Planning, Talent Acquisition, Applicant Tracking..., Onboarding, HRIS, Employee Engagement, HR Policies, Organizational..., Workforce Planning, Deferred Compensation
Education
State University of New York at Buffalo
B.A, Communications
Tracy McGhee's Morgan Stanley Experience May 2000 - Present
Job
Industry Financial Services
Experience
Morgan Stanley May 2000 - Present
Skills
Data Entry, Microsoft Excel, Microsoft Word, Customer Service, Concur, Travel Arrangements, Expense Management, Calendaring, Avaya, Onboarding, Appointment Scheduling, Microsoft PowerPoint, Microsoft Outlook, PeopleSoft, Entitlements, Disaster Recovery, Windows Vista, Internet Explorer, CPR AED Certified, Windows XP, Invoice Processing, Microsoft SharePoint..., Microsoft Office, Fixed Income
Education
SUNY at Buffalo 2012 — 2012
Certificate
SUNY at Buffalo 1995 — 1999
Bachelor of Arts (B.A.)
Morgan Stanley May 2000 - Present
Skills
Data Entry, Microsoft Excel, Microsoft Word, Customer Service, Concur, Travel Arrangements, Expense Management, Calendaring, Avaya, Onboarding, Appointment Scheduling, Microsoft PowerPoint, Microsoft Outlook, PeopleSoft, Entitlements, Disaster Recovery, Windows Vista, Internet Explorer, CPR AED Certified, Windows XP, Invoice Processing, Microsoft SharePoint..., Microsoft Office, Fixed Income
Education
SUNY at Buffalo 2012 — 2012
Certificate
SUNY at Buffalo 1995 — 1999
Bachelor of Arts (B.A.)
Matthew Opanowski's Morgan Stanley Experience October 2014 - Present
Job Legal & Compliance Division at Morgan Stanley
Industry Public Policy
Experience
Morgan Stanley October 2014 - Present
C.L. King & Associates May 2012 - September 2014
Financial Industry Regulatory Authority July 2010 - May 2012
CL King & Associates November 2008 - May 2010
UBS Investment Bank June 2009 - July 2009
Education
University at Albany, SUNY 2006 — 2009
Bachelor's, Finance, Information Technology Management, Financial Market Regulation
Morgan Stanley October 2014 - Present
C.L. King & Associates May 2012 - September 2014
Financial Industry Regulatory Authority July 2010 - May 2012
CL King & Associates November 2008 - May 2010
UBS Investment Bank June 2009 - July 2009
Education
University at Albany, SUNY 2006 — 2009
Bachelor's, Finance, Information Technology Management, Financial Market Regulation
Joshua Peltz's Morgan Stanley Experience September 2008 - April 2010
Job Associate at Joel Isaacson & Co., LLC
Industry Financial Services
Experience
Joel Isaacson & Co., LLC April 2010 - Present
Morgan Stanley September 2008 - April 2010
Lehman Brothers April 2006 - September 2008
Education
University at Albany, SUNY 2000 — 2004
Bachelor of Arts, Economics
Joel Isaacson & Co., LLC April 2010 - Present
Morgan Stanley September 2008 - April 2010
Lehman Brothers April 2006 - September 2008
Education
University at Albany, SUNY 2000 — 2004
Bachelor of Arts, Economics
Sam Schweitzer's Morgan Stanley Experience 1980 - 1995
Job Executive Director at UBS Financial Services Inc
Industry Financial Services
Experience
UBS Wealth Management 2007 - Present
Merrill Lynch 2006 - 2007
UBS Wealth Management 1996 - 2006
Morgan Stanley 1980 - 1995
Arthur Andersen & Company 1978 - 1980
Education
New York University - Leonard N. Stern School of Business
M.B.A., Computer Applications & Information Systems
University at Albany, SUNY
B.S., Mathematics
UBS Wealth Management 2007 - Present
Merrill Lynch 2006 - 2007
UBS Wealth Management 1996 - 2006
Morgan Stanley 1980 - 1995
Arthur Andersen & Company 1978 - 1980
Education
New York University - Leonard N. Stern School of Business
M.B.A., Computer Applications & Information Systems
University at Albany, SUNY
B.S., Mathematics
Scott Wichard's Morgan Stanley Experience Senior AccountantDeloitte & ToucheSeptember 1988 - September 1992
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Senior AccountantDeloitte & ToucheSeptember 1988 - September 1992
Education
University at Albany, SUNY 1984 — 1988
Bachelors of Science, Accounting
Morgan Stanley Senior AccountantDeloitte & ToucheSeptember 1988 - September 1992
Education
University at Albany, SUNY 1984 — 1988
Bachelors of Science, Accounting
Michael Pisani's Morgan Stanley Experience 2011 - 2011
Job Private Client Banker
Industry Financial Services
Experience
JPMorgan Chase Bank N.A April 2014 - Present
JPMorgan Chase February 2012 - Present
Morgan Stanley 2011 - 2011
David Lerner Associates, inc. 2010 - 2011
Garden City Financial Group; MetLife 2009 - 2010
AXA Advisors 2008 - 2009
Elite Marketing Group 2006 - 2008
Education
State University of New York at Albany 2001 — 2005
Bachelor, Business Marketing
University at Albany, SUNY
Bachelor of Science (B.S.), Business Administration and Management, General
JPMorgan Chase Bank N.A April 2014 - Present
JPMorgan Chase February 2012 - Present
Morgan Stanley 2011 - 2011
David Lerner Associates, inc. 2010 - 2011
Garden City Financial Group; MetLife 2009 - 2010
AXA Advisors 2008 - 2009
Elite Marketing Group 2006 - 2008
Education
State University of New York at Albany 2001 — 2005
Bachelor, Business Marketing
University at Albany, SUNY
Bachelor of Science (B.S.), Business Administration and Management, General
Tommy Ambery's Morgan Stanley Experience January 2012 - November 2012
Job Student at State University of New York at Albany
Industry Marketing and Advertising
Experience
Tin Lizzie November 2009 - Present
Morgan Stanley January 2012 - November 2012
CPEX Real Estate September 2011 - January 2012
CPEX Real Estate September 2011 - December 2011
NYC Department of Education June 2007 - August 2011
NYC Department of Education January 2007 - August 2011
New York Business Partners May 2011 - July 2011
Xavier High School August 2008 - June 2009
Xavier High School August 2008 - May 2009
Silver Gull Beach Club May 2003 - August 2006
Skills
Sales, PowerPoint, Real Estate, Research, Fundraising, Team Building
Education
SUNY Albany 2009 — 2010
B.A, Mass Communications; Public Relations, 2010
SUNY Albany 2009 — 2010
Bachelor of Arts, Communications
State University of New York at Albany 2009 — 2010
BA, Communications
Allbright College 2006 — 2008
Tin Lizzie November 2009 - Present
Morgan Stanley January 2012 - November 2012
CPEX Real Estate September 2011 - January 2012
CPEX Real Estate September 2011 - December 2011
NYC Department of Education June 2007 - August 2011
NYC Department of Education January 2007 - August 2011
New York Business Partners May 2011 - July 2011
Xavier High School August 2008 - June 2009
Xavier High School August 2008 - May 2009
Silver Gull Beach Club May 2003 - August 2006
Skills
Sales, PowerPoint, Real Estate, Research, Fundraising, Team Building
Education
SUNY Albany 2009 — 2010
B.A, Mass Communications; Public Relations, 2010
SUNY Albany 2009 — 2010
Bachelor of Arts, Communications
State University of New York at Albany 2009 — 2010
BA, Communications
Allbright College 2006 — 2008
James Lam's Morgan Stanley Experience 1995 - 2000
Job Associate Director at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank 2004 - Present
Morgan Stanley Asia 2000 - 2002
Morgan Stanley 1995 - 2000
Skills
Syndicates and Capital..., Project Managment, Equities, Capital Markets, Financial Analysis, Equity Derivatives, Middle Office, Trading Systems, Market Data, Financial Reporting, Financial Accounting
Education
State University of New York at Albany 1990 — 1994
Bachelor of Business Administration (B.B.A.), Finance, General
Xavier High School 1986 — 1990
UBS Investment Bank 2004 - Present
Morgan Stanley Asia 2000 - 2002
Morgan Stanley 1995 - 2000
Skills
Syndicates and Capital..., Project Managment, Equities, Capital Markets, Financial Analysis, Equity Derivatives, Middle Office, Trading Systems, Market Data, Financial Reporting, Financial Accounting
Education
State University of New York at Albany 1990 — 1994
Bachelor of Business Administration (B.B.A.), Finance, General
Xavier High School 1986 — 1990
Paul Fitzpatrick, CPA's Morgan Stanley Experience 1994 - 1999
Job Director at SS&C GlobeOp
Industry Financial Services
Experience
Agile Fund Solutions, LLC September 2015 - Present
SS&C GlobeOp April 2014 - Present
Citigroup August 2012 - April 2014
GlobeOp Financial Services June 2004 - July 2012
Private Family Office January 2000 - June 2004
Morgan Stanley 1994 - 1999
Skills
Hedge Funds, Fixed Income, Swaps, Prime Brokerage, Credit Derivatives, Equities, Derivatives, Alternative Investments, Capital Markets, Fund Of Funds, Investment Banking, Equity Derivatives, Bloomberg, Options, Middle Office
Education
University at Albany, SUNY 1990 — 1994
Bachelors, Finance
Agile Fund Solutions, LLC September 2015 - Present
SS&C GlobeOp April 2014 - Present
Citigroup August 2012 - April 2014
GlobeOp Financial Services June 2004 - July 2012
Private Family Office January 2000 - June 2004
Morgan Stanley 1994 - 1999
Skills
Hedge Funds, Fixed Income, Swaps, Prime Brokerage, Credit Derivatives, Equities, Derivatives, Alternative Investments, Capital Markets, Fund Of Funds, Investment Banking, Equity Derivatives, Bloomberg, Options, Middle Office
Education
University at Albany, SUNY 1990 — 1994
Bachelors, Finance
Greg Moscicki's Morgan Stanley Experience January 1999 - August 2001
Job Senior Vice President at Citi, Finance
Industry Financial Services
Experience
Citi January 2012 - Present
Citi April 2010 - January 2012
Citi June 2005 - April 2010
Citi June 2003 - January 2005
Citi August 2002 - June 2003
Morgan Stanley January 1999 - August 2001
Skills
Corporate Finance, Investments, Banking, Finance, Financial Analysis, Financial Modeling, Financial Services, Portfolio Management, Process Improvement, Mergers, Business Analysis, Relationship Management, Business Process..., Sarbanes-Oxley Act, Business Strategy, Mergers & Acquisitions, Divestitures, Organizational..., Organizational..., Team Building, Team Leadership, Project Management, Strategic Planning, Sales Management, Risk Management, Leadership, Management, Customer Service
Education
MBA, Canisius College 2001 — 2002
Master of Business Administration (M.B.A.), Finance, Corporate Finance and Securities, 3.9 GPA
University at Buffalo 1997 — 2001
Bachelor's Degree, Finance, HR, and International Business Concentrations
Citi January 2012 - Present
Citi April 2010 - January 2012
Citi June 2005 - April 2010
Citi June 2003 - January 2005
Citi August 2002 - June 2003
Morgan Stanley January 1999 - August 2001
Skills
Corporate Finance, Investments, Banking, Finance, Financial Analysis, Financial Modeling, Financial Services, Portfolio Management, Process Improvement, Mergers, Business Analysis, Relationship Management, Business Process..., Sarbanes-Oxley Act, Business Strategy, Mergers & Acquisitions, Divestitures, Organizational..., Organizational..., Team Building, Team Leadership, Project Management, Strategic Planning, Sales Management, Risk Management, Leadership, Management, Customer Service
Education
MBA, Canisius College 2001 — 2002
Master of Business Administration (M.B.A.), Finance, Corporate Finance and Securities, 3.9 GPA
University at Buffalo 1997 — 2001
Bachelor's Degree, Finance, HR, and International Business Concentrations
Maureen Naughton's Morgan Stanley Experience May 2012 - October 2012
Job Managing Director, Program Management Office at Goodwin Procter LLP
Industry Legal Services
Experience
Goodwin Procter LLP April 2015 - Present
BlackRock October 2012 - March 2015
Morgan Stanley May 2012 - October 2012
Morgan Stanley 2007 - May 2012
Morgan Stanley 2006 - 2007
Morgan Stanley 2004 - 2005
Education
State University of New York at Albany
Cum Laude
Goodwin Procter LLP April 2015 - Present
BlackRock October 2012 - March 2015
Morgan Stanley May 2012 - October 2012
Morgan Stanley 2007 - May 2012
Morgan Stanley 2006 - 2007
Morgan Stanley 2004 - 2005
Education
State University of New York at Albany
Cum Laude
John Lazzaro's Morgan Stanley Experience May 1993 - February 1996
Job Financial Services Professional
Industry Financial Services
Experience
NATIONAL SPECIALTY PUBLICATIONS January 2010 - March 2010
GUARDIAN LIFE INSURANCE COMPANY January 2009 - June 2009
Edgetrade Inc September 2005 - December 2008
PERSHING, LLC February 2005 - September 2005
BERMAN, LLC March 2002 - April 2004
LEHMAN BROTHERS, INC September 1998 - February 2001
Fidelity Investments February 1997 - August 1998
MORGAN STANLEY & CO February 1996 - February 1997
MORGAN STANLEY May 1993 - February 1996
Education
University @ Albany 1988 — 1992
BA, English, Economics
University at Albany, SUNY
Bachelor of Arts, English
NATIONAL SPECIALTY PUBLICATIONS January 2010 - March 2010
GUARDIAN LIFE INSURANCE COMPANY January 2009 - June 2009
Edgetrade Inc September 2005 - December 2008
PERSHING, LLC February 2005 - September 2005
BERMAN, LLC March 2002 - April 2004
LEHMAN BROTHERS, INC September 1998 - February 2001
Fidelity Investments February 1997 - August 1998
MORGAN STANLEY & CO February 1996 - February 1997
MORGAN STANLEY May 1993 - February 1996
Education
University @ Albany 1988 — 1992
BA, English, Economics
University at Albany, SUNY
Bachelor of Arts, English
Paul wechgelaer's Morgan Stanley Experience 2003 - 2005
Job Independent Financial Services Professional
Industry Financial Services
Experience
Chase 2006 - 2009
Prudential 2005 - 2006
Morgan Stanley 2003 - 2005
Education
William Paterson University 2009 — 2010
Certified Financial Planner
State University of New York at Albany 1984 — 1988
BA, Economics
Chase 2006 - 2009
Prudential 2005 - 2006
Morgan Stanley 2003 - 2005
Education
William Paterson University 2009 — 2010
Certified Financial Planner
State University of New York at Albany 1984 — 1988
BA, Economics
Jason Mayer, M.S., CISA, CRISC's Morgan Stanley Experience June 2005 - March 2012
Job Associate Director, IT Risk Remediation Wealth Management Americas IT at UBS
Industry Financial Services
Experience
UBS April 2014 - Present
Prudential Financial March 2012 - April 2014
Morgan Stanley June 2005 - March 2012
Ernst & Young August 2001 - June 2005
Cornick, Garber & Sandler, LLP August 1999 - August 2001
Skills
Risk Mitigation, IT Risk Management, Risk Management, Enterprise Risk..., IT Risk, Risk Assessment, Information Technology, Internal Controls, Auditing, Internal Audit, IT Audit, Financial Risk, Sarbanes-Oxley, Security, Governance, Compliance, Information Security..., Banking, CISA, IT Governance, Risk, Audit
Education
State University of New York at Albany 1998 — 1999
Master’s of Science, Accounting Information Systems
State University of New York at Albany 1994 — 1998
Bachelor of Science, Accounting
UBS April 2014 - Present
Prudential Financial March 2012 - April 2014
Morgan Stanley June 2005 - March 2012
Ernst & Young August 2001 - June 2005
Cornick, Garber & Sandler, LLP August 1999 - August 2001
Skills
Risk Mitigation, IT Risk Management, Risk Management, Enterprise Risk..., IT Risk, Risk Assessment, Information Technology, Internal Controls, Auditing, Internal Audit, IT Audit, Financial Risk, Sarbanes-Oxley, Security, Governance, Compliance, Information Security..., Banking, CISA, IT Governance, Risk, Audit
Education
State University of New York at Albany 1998 — 1999
Master’s of Science, Accounting Information Systems
State University of New York at Albany 1994 — 1998
Bachelor of Science, Accounting
Jay Barrion's Morgan Stanley Experience July 2007 - December 2007
Job Project Management Consulting Agile Project Management Inc.
Industry Information Technology and Services
Experience
NYK Line April 2012 - Present
ADP August 2011 - April 2012
NYK Line December 2007 - August 2011
Morgan Stanley July 2007 - December 2007
NYK Line July 2006 - July 2007
WellPoint May 2001 - July 2006
MetLife September 2000 - May 2001
Health Management Systems Inc. January 1999 - September 2000
Skills
Requirements Gathering, Enterprise Architecture, Software Project..., Project Portfolio..., Vendor Management, Process Improvement, PMO, SDLC, Project Planning, Business Analysis, Business Process..., Program Management, Project Management, IT Strategy, Requirements Analysis, Management, PMP
Education
State University of New York at Albany 1990 — 1994
Bachelor of Science, Management and Marketing
NYK Line April 2012 - Present
ADP August 2011 - April 2012
NYK Line December 2007 - August 2011
Morgan Stanley July 2007 - December 2007
NYK Line July 2006 - July 2007
WellPoint May 2001 - July 2006
MetLife September 2000 - May 2001
Health Management Systems Inc. January 1999 - September 2000
Skills
Requirements Gathering, Enterprise Architecture, Software Project..., Project Portfolio..., Vendor Management, Process Improvement, PMO, SDLC, Project Planning, Business Analysis, Business Process..., Program Management, Project Management, IT Strategy, Requirements Analysis, Management, PMP
Education
State University of New York at Albany 1990 — 1994
Bachelor of Science, Management and Marketing
Phil Yu, CFA's Morgan Stanley Experience September 2004 - March 2006
Job Product Controller MBS at RBC Capital Markets
Industry Investment Management
Experience
RBC Capital Markets January 2012 - Present
C12 Capital Management September 2009 - November 2011
Barclays Capital May 2007 - September 2009
JPMorgan Chase March 2006 - May 2007
Morgan Stanley September 2004 - March 2006
JPMorgan Chase June 2000 - September 2004
Skills
Fixed Income
Education
SUNY Albany
BS, Finance
RBC Capital Markets January 2012 - Present
C12 Capital Management September 2009 - November 2011
Barclays Capital May 2007 - September 2009
JPMorgan Chase March 2006 - May 2007
Morgan Stanley September 2004 - March 2006
JPMorgan Chase June 2000 - September 2004
Skills
Fixed Income
Education
SUNY Albany
BS, Finance
Gerard Greenberg's Morgan Stanley Experience June 2005 - July 2006
Job Vice President, Institutional Equity Sales at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities August 2012 - Present
Merlin Securities April 2010 - August 2012
Oppenheim & Co Limited July 2006 - April 2010
Morgan Stanley June 2005 - July 2006
Skills
Hedge Funds, Equities, Alternative Investments, Fixed Income, Series 7, Bloomberg, Capital Markets, Investments, Sales, Options
Education
SUNY Albany 2001 — 2005
BS, Finance/Marketing
Wells Fargo Securities August 2012 - Present
Merlin Securities April 2010 - August 2012
Oppenheim & Co Limited July 2006 - April 2010
Morgan Stanley June 2005 - July 2006
Skills
Hedge Funds, Equities, Alternative Investments, Fixed Income, Series 7, Bloomberg, Capital Markets, Investments, Sales, Options
Education
SUNY Albany 2001 — 2005
BS, Finance/Marketing
Dan Ornstein's Morgan Stanley Experience August 1997 - April 2012
Job HG Vora Capital
Industry Financial Services
Experience
HG Vora Capital Management January 2014 - Present
Morgan Stanley August 1997 - April 2012
Houlihan Lokey November 1994 - June 1996
Kidder Peabody June 1994 - October 1994
Skills
Hedge Funds, Fixed Income, Capital Markets, Equities, Investment Banking, Alternative Investments, Derivatives, Portfolio Management, Private Equity, Asset Management, Valuation, Investments, Trading, Bloomberg, Financial Modeling
Education
Wharton School, University of Pennsylvania 1996 — 1998
Master of Business Administration (M.B.A.), Finance, General
SUNY Albany 1990 — 1994
Bachelor of Science (BS), Finance and Financial Management Services
HG Vora Capital Management January 2014 - Present
Morgan Stanley August 1997 - April 2012
Houlihan Lokey November 1994 - June 1996
Kidder Peabody June 1994 - October 1994
Skills
Hedge Funds, Fixed Income, Capital Markets, Equities, Investment Banking, Alternative Investments, Derivatives, Portfolio Management, Private Equity, Asset Management, Valuation, Investments, Trading, Bloomberg, Financial Modeling
Education
Wharton School, University of Pennsylvania 1996 — 1998
Master of Business Administration (M.B.A.), Finance, General
SUNY Albany 1990 — 1994
Bachelor of Science (BS), Finance and Financial Management Services
Marian Lee's Morgan Stanley Experience 2006 - 2008
Job Business Analyst at Bank of America
Industry Banking
Experience
Bank of America December 2009 - Present
Morgan Stanley 2006 - 2008
Bed Bath & Beyond 2002 - 2006
Intellilink Solutions 2001 - 2002
Opus360 Corporation 2000 - 2001
Skills
Business Analysis, Requirements Analysis, Banking, Quality Assurance, Business Process..., Integration, Project Management, Functional Requirements, User Acceptance Testing, Communication Skills, Software Lifecycle..., Full project lifecycle..., SDLC, Risk Management, Credit, Project Portfolio..., Vendor Management, Visio, Software Project..., PMO, PMP, Business Process..., Business Intelligence, Project Delivery, Business Process, IT Strategy, Financial Services
Education
University at Albany 1996 — 1998
Masters of Business Administration, Human Resources Information Systems
Bank of America December 2009 - Present
Morgan Stanley 2006 - 2008
Bed Bath & Beyond 2002 - 2006
Intellilink Solutions 2001 - 2002
Opus360 Corporation 2000 - 2001
Skills
Business Analysis, Requirements Analysis, Banking, Quality Assurance, Business Process..., Integration, Project Management, Functional Requirements, User Acceptance Testing, Communication Skills, Software Lifecycle..., Full project lifecycle..., SDLC, Risk Management, Credit, Project Portfolio..., Vendor Management, Visio, Software Project..., PMO, PMP, Business Process..., Business Intelligence, Project Delivery, Business Process, IT Strategy, Financial Services
Education
University at Albany 1996 — 1998
Masters of Business Administration, Human Resources Information Systems
Stephen Sassano's Morgan Stanley Experience 2006 - 2008
Job Vice President, Securities Finance at Credit Suisse
Industry Banking
Experience
Credit Suisse September 2008 - Present
Morgan Stanley 2006 - 2008
Refco 1999 - 2006
Education
State University of New York at Albany
Credit Suisse September 2008 - Present
Morgan Stanley 2006 - 2008
Refco 1999 - 2006
Education
State University of New York at Albany
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS