Morgan Stanley
Industry: Investment banking company
DescriptionMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. Headquarters: New York City, New York, United States CEO: James P. Gorman (Jan 1, 2010–) Revenue: 37.94 billion USD (2017) Subsidiaries: Discover Financial Services, Did you know: Morgan Stanley is the sixth-largest bank in the US by total assets ($875 B). wikipedia.org
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Morgan Stanley Employees
Morgan Stanley August 2013 - May 2015
Morgan Stanley January 2012 - April 2013
TD Bank Group January 2011 - April 2011
Self-employment 2006 - 2010
Grant MacEwan University January 2007 - April 2007
Skills
Quantitative Finance, Financial Modeling, Quantitative Analytics, Derivatives, Valuation, Risk Management, Bloomberg, VBA, Fixed Income, Interpersonal Skills, Interpersonal..., Portfolio Management, Equity Derivatives, Monte Carlo Simulation, Statistics, Interest Rate..., Market Risk, Bloomberg Terminal, Options
Education
University of Toronto 2010 — 2011
MMF
University of Alberta 2007 — 2010
BSc.
Regions Financial Corporation September 2014 - Present
Morgan Stanley December 2012 - September 2014
Credit Suisse August 2011 - December 2012
The Dorey Companies July 2011 - August 2011
Pritchett-Moore Insurance Agency September 2010 - May 2011
Credit Suisse June 2010 - August 2010
Skills
Excel, Word, PowerPoint, Microsoft Excel
Education
University of Alabama 2007 — 2011
Bachelor of Science, Finance
Scottrade December 2013 - Present
Vanguard January 2010 - December 2013
Vanguard January 2007 - January 2010
Morgan Stanley January 2004 - April 2006
Skills
Leadership, Financial Services, Investments, Sales, Relationship Management, Entrepreneurship, Performance Motivation
Education
University of Arizona 2001 — 2006
B.S. Economics, Criminal Justice
Arthur Wessel Photography May 2012 - Present
Morgan Stanley January 2013 - April 2013
The White House January 2012 - May 2012
The Pitt News August 2010 - December 2011
The Original August 2010 - December 2011
US Treasury May 2010 - August 2010
The Connection Newspapers May 2009 - June 2009
Langley High School September 2007 - June 2008
Skills
Adobe Photoshop, Canon, Nikon, Mac OS X, Adobe Premiere, Digital Photography, Photography, Film Photography, Darkroom, Digital Printing, Photo Mechanic, Merlin, PC, Windows, Adobe Creative Suite, Photojournalism, Portrait Photography, Studio Lighting, Customer Relations, Customer Service, Communication Skills, International Relations, Creativity, Highly detail oriented, Dedicated Professional, Photoshop, Editorial, Image Editing, Multimedia, Art, Video Production, Research, Blogging, Final Cut Pro, Magazines, Lightroom, Open Office, Facebook
Education
University of Pittsburgh 2008 — 2011
Bachelor of Arts (BA), Communication and Media Studies, 3.3 GPA
Universiteit van Amsterdam / University of Amsterdam 2011 — 2011
Fine and Studio Arts
Morgan Stanley December 2014 - Present
First Protective October 2012 - October 2014
First Protective January 2010 - October 2012
Skills
Retirement Planning, Long-term Care, Insurance, Indexed Annuities, Fixed Annuities
Education
University of Alabama 2005 — 2009
Bachelor of Science, Financial Planning and Services
Wells Fargo Advisors November 2014 - Present
J.P. Morgan November 2008 - November 2014
Wachovia Securities Financial Network August 2001 - November 2008
Morgan Stanley March 1998 - August 2001
Skills
Series 7, Corporate Finance, Due Diligence, Team Leadership, Asset Allocation, Forecasting, Financial Modeling, Finance, Investments, Wealth Management, Mergers, Wealth Management..., Portfolio Management, Banking, Securities, Investment Advisory, Mutual Funds, Strategic Financial..., Leadership, Equities, Valuation, Financial Analysis, Asset Management, Financial Advisory
Education
University of Alabama 1989 — 1993
Bachelor of Science, Finance
IDA Ireland May 2008 - June 2014
Morgan Stanley May 2006 - April 2007
BT Global Services May 2001 - May 2006
Skills
Business Strategy, Start-ups, International Business, Business Development, Account Management, Strategy, New Business Development, Cloud Computing, Market Research, Management, Change Management, Entrepreneurship, Program Management, Contract Negotiation, Finance, Strategic Planning, International Tax, Contract Negotiations, Project Management, Offshore Operations
Education
University College Cork 1995 — 1999
Hons, BA Language & Cultural Studies
Friedrich-Alexander-Universität Erlangen-Nürnberg 1997 — 1998
Erasmus Year, Economics and German
University Committee on International Education (UCIE) February 2015 - Present
Consult Your Community September 2014 - Present
UC Berkeley LEAD Center August 2014 - Present
Cal Facilitation Team January 2014 - Present
Wells Fargo June 2015 - August 2015
Morgan Stanley December 2014 - May 2015
Credit Union for Berkeley Students (CUBS) January 2014 - December 2014
International House Dublin (Ireland) June 2014 - August 2014
Berkeley ABA September 2013 - May 2014
Stanford Asian Liver Center August 2012 - May 2013
Education
University of California, Berkeley 2013 — 2017
Bachelor of Arts (B.A.) Economics
University College Dublin 2014 — 2014
Berkeley Global Internships Program
Lowell High School 2009 — 2013
High School Diploma
lettrs July 2015 - Present
Dominick & Dominick LLC November 2012 - Present
Credit Suisse Securities (USA) LLC March 2006 - November 2012
Morgan Stanley October 2002 - March 2006
Merrill Lynch June 1996 - October 2002
Skills
Social Media, Private Equity, Alternative Investments, Investments, Investment Management, Finance, Investment Banking, Financial Advisory, Capital Markets, Wealth Management..., Equities, Portfolio Management, Private Banking, Fixed Income, Asset Management, Securities, Hedge Funds, Derivatives, Series 7, Investment Strategies
Education
University at Buffalo 1988 — 1990
BA, Economics
Montgomery Area Chamber of Commerce January 2015 - Present
Guntharp Financial August 2009 - Present
Cancer Wellness Foundation of Central Alabama January 2009 - Present
Sterne Agee 2007 - 2009
Morgan Stanley 2005 - 2007
The Welch Group, LLC 2003 - 2005
Skills
Investments, Retirement Planning, Wealth Management, Portfolio Management, Investment Advisory, Asset Allocation, Strategic Financial..., Series 63, Investment Strategies, Asset Management, Alternative Investments, Financial Modeling, Retirement, 401k, IRAs, Fixed Annuities, Strategic Planning, Securities, Mutual Funds, Estate Planning, Insurance, Series 7, Finance, Banking, Risk Management, Retirement Plan..., Financial Analysis, Microsoft Office, Private Banking, Financial Risk, Cash Flow, Financial Planning, Disability Insurance, Customer Service, Sales, Small Business
Education
University of Alabama
Masters in Financial Planning, M.S.
University of Alabama
Bachelors in Financial Management
S.S. Nesbitt & Co. June 2015 - Present
S.S. Nesbitt & Co. June 2013 - Present
S.S. Nesbitt & Co. 2007 - Present
Morgan Stanley 2005 - 2007
United Bancorporation of Wyoming 2004 - 2005
Skills
Market Analysis, Private Equity, Risk Management, Commercial Insurance, General Partnership..., Consulting, Portfolio Management, Property & Casualty..., Legal Liability, Captive Placement
Education
Travelers Insurance
Underwriting/Production Training
University of Alabama
Bachelor's Degree, Business Administration and Management, General
Kanjoya, Inc January 2011 - Present
Morgan Stanley May 2007 - August 2007
Intraware Inc. May 2007 - August 2007
Skills
Social Media, Salesforce.com, Social Networking, Social Media Marketing, Start-ups, Editing, Competitive Analysis, Research, Online Marketing, Entrepreneurship, Strategic Partnerships, Management, Analytics, Training, Product Marketing, Online Advertising, Financial Accounting, CRM, Payroll, Financial Reporting, Human Resources, Microsoft Office, Microsoft Excel
Education
University of Arizona 2006 — 2010
BA, Economics
Morgan Stanley March 2004 - Present
Bearing Point July 2002 - March 2004
Arthur Andersen October 2000 - June 2002
Skills
Business Analysis, Business Requirements, PMO, Software Project..., Requirements Gathering, Project Portfolio..., Human-computer..., Usability, Agile Project Management, SDLC, Agile Methodologies, Web Design, Visio, Business Process..., MS Project, Project Management, Management, Requirements Analysis, Program Management, Financial Services
Education
SUNY at Buffalo 1997 — 2001
Master of Science (M.S.), Human Factors Engineering
SUNY at Buffalo 1993 — 1997
Bachelor of Science (B.S.), Industrial Engineering
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
Morgan Stanley March 2015 - Present
Morgan Stanley November 2013 - March 2015
TTI of USA July 2013 - October 2013
European Wax Center January 2013 - June 2013
NASDAQ OMX June 2012 - December 2012
Jewish Community Center January 2011 - December 2012
Phi Sigma Sigma January 2011 - December 2012
Cumulus Media May 2012 - July 2012
Skills
HRIS Database Management, Microsoft Office, Microsoft Excel, Customer Service, Public Speaking, Social Networking, Recruiting, Access, PowerPoint, Training, Outlook, PeopleSoft, Organization, Office Administration, Screening Resumes, Conducting Interviews, Sales, Employee Benefits, Compensation & Benefit, Photoshop, Access Database, Internal Audit, Promotions, Job Diva
Education
State University of New York at Buffalo 2009 — 2013
Bachelor of Science (B.S.), Business Administration
Suffern High School 2005 — 2009
Spectrum Reach January 2015 - Present
Morgan Stanley January 2014 - May 2014
Healthways June 2013 - August 2013
Skills
Marketing Communications, Marketing, Social Media Marketing, Marketing Strategy, Social Media, Advertising, Email Marketing, Sales, Digital Marketing, Market Research, Lead Generation, Microsoft Excel, PowerPoint, Customer Service, Leadership, Social Networking, Microsoft Office
Education
University of Alabama 2010 — 2014
Bachelor's degree, Marketing
Vestavia Hills High School 2006 — 2010
High School
Wunderlich Securities February 2015 - Present
Morgan Stanley June 2000 - February 2015
The Robinson-Humphrey Company LLC February 1996 - June 2000
Education
Leadership Franklin 2001 — 2002
Leadership Training
University of Alabama 1987 — 1991
Bachelor of Science (BS), History & English
Morgan Stanley October 2011 - Present
Skills
Financial Analysis, Strategic Financial..., Fixed Income, Retirement Planning, Wealth Management
Education
State University of New York at Buffalo
MWA Propery Management February 2014 - Present
The Tenant Group February 2015 - Present
Stone Miller June 2012 - January 2015
Haley Miranda Group May 2011 - August 2011
Ricoh Americas Corporation May 2010 - August 2010
Morgan Stanley May 2009 - August 2009
Skills
Commercial Real Estate, Real Estate Transactions, Financial Analysis, Lease Negotiations, Tenant Representation, Brokerage, Real Estate Private..., Capital Markets, Sales, Customer Service, Marketing, Property Management, Financial Modeling, Argus Modeling
Education
University of Arizona 2008 — 2012
BS, Regional Development
Advanced Orthopaedics & Sports Medicine January 2015 - Present
FactSet StreetAccount July 2012 - July 2013
Morgan Stanley March 2012 - July 2012
Sarver Orthodontics December 2011 - March 2012
Skills
Event Planning, Equity Research, Capital Markets, Bloomberg, Reuters 3000, Social Media Marketing, Financial Analysis, Fundraising, Microsoft Office, Outlook, Marketing Communications
Education
University of Alabama 2007 — 2011
Bachelor of Science in Commerce and Business Administration, Marketing, Psychology
Vestavia Hills High School 2003 — 2007
Morgan Stanley January 2014 - Present
Morgan Stanley Wealth Management May 2011 - December 2013
Morgan Stanley Smith Barney July 2009 - April 2011
Citi Smith Barney September 2005 - June 2009
Skills
New Media Strategy, Social Media Marketing, Community Management, Content Marketing, Web Content Management, Enterprise Content..., Process Improvement, Project Management, Conference Speaking, Public Speaking
Education
University of Arizona 1998 — 2002
Bachelor of Science (B.S.), Business Administration
Morgan Stanley July 2013 - Present
HSBC June 2012 - July 2013
Wells Fargo Home Mortgage September 2010 - June 2012
Sutherland's Office Centre February 2008 - September 2010
HSBC April 2007 - February 2008
Triumph Funding Corp June 2004 - February 2007
Guaranteed Home Mortgage Company, Inc. March 2003 - June 2004
Fidelity Mortgage Inc. June 2001 - March 2003
Sony Style Store November 1999 - June 2001
Stereo Advantage September 1994 - September 1999
Skills
Mortgage Lending, Loss Mitigation, Sales Skills Training, Word, FHA, Excel, PowerPoint, FrontPage, Microsoft Excel, Customer Service, Selling Skills, Training, Technical Writing, Marketing, Captivate, Hands-on Training, Leadership, Software Documentation, Microsoft Word, Process Improvement, Management, Sales, Business Analysis, Banking
Education
State University of New York at Buffalo 1995 — 1999
Bachelors of Art, Philosophy
PineBridge Investments March 2015 - Present
Morgan Stanley January 2014 - March 2015
Morgan Stanley November 2012 - December 2013
Hertz November 2011 - November 2012
Hertz February 2011 - October 2011
Education
University at Buffalo 2006 — 2010
BS, Accounting, Cum Laude
JPMorgan Chase & Co. March 2015 - Present
Morgan Stanley November 2013 - February 2015
Ellington Management Group September 2006 - July 2013
HSBC Bank, Seoul February 2003 - August 2004
Skills
Quantitative Finance, Derivatives, Hedge Funds, Bloomberg, Fixed Income, Equities, Valuation, Structured Finance, VBA, Portfolio Management, Structured Products, Economics, Risk Management, Capital Markets, FX Options, Quantitative Analytics, Investments, Credit Risk, Investment Banking, Alternative Investments, Asset Management, ABS, Credit Derivatives, Trading, Bonds, Private Equity, Credit, Emerging Markets, Hedging, Options, Financial Markets, Microsoft Excel, Stored Procedures, SQL, Swaps, Interest Rate..., Financial Modeling, Equity Derivatives
Education
The University of Chicago
MS, Financial Mathematics
State University of New York at Buffalo
MA, Economics
Yonsei University
BA, English/History/Business
Thornburg Investment Management October 2013 - July 2014
Morgan Stanley April 2010 - March 2013
Citi September 2005 - June 2008
Smith Barney November 2003 - September 2005
Skills
Financial Services, Portfolio Management, Separately Managed..., Mutual Funds, Asset Management, Series 7, Financial Advisory, Retirement Planning, Sales Presentations, Analytics, Performance Measurement, Microsoft Excel, Zephyr Style Advisor, PowerPoint, Asset Allocation, Investments
Education
University of Delaware
Bachelor's degree, Criminal Justice/Police Science
University of Adelaide 2003 — 2008
Master of Finance, Finance, General
Warren, Inc. March 2014 - Present
Morgan Stanley May 2012 - February 2014
Morgan Stanley October 2007 - May 2012
GREYSTONE COMMUNITIES November 2006 - September 2007
KPMG LLP September 2004 - November 2006
Skills
Financial Modeling, Valuation, Financial Analysis, Equity Research, Accounting, Equities, Pensions, Entrepreneurship, Internal Audit, Series 7, Finance, Strategic Financial..., DCF, Business Valuation, Telecommunications, Value Investing, Oil & Gas, Oil & Gas Services
Education
University of Arizona 2003 — 2004
MACC, Accounting
University of Arizona 1999 — 2003
BSBA, Accounting
Bank of America September 2012 - Present
Morgan Stanley January 2009 - June 2012
Bank of America May 2004 - September 2008
Morgan Stanley 1995 - 2004
Skills
Portfolio Management, Hedge Funds, Equities, Fixed Income, Alternative Investments, Options, Trading Systems, Electronic Trading, Equity Trading, Capital Markets, Series 7, ETFs, Market Data, Low Latency, Trading, Equity Derivatives, Bloomberg, Derivatives, Asset Management, Structured Products, Credit Derivatives, Trading Strategies
Education
University at Buffalo 1991 — 1993
BS, Computer Science
Archbishop Molloy
SUNY Buffalo
Jefferies & Company March 2011 - Present
KLG Advisors November 2008 - March 2011
Duff Capital Advisors December 2007 - October 2008
Credit Suisse July 2004 - October 2007
Morgan Stanley January 1996 - February 2003
Skills
Capital Markets, Derivatives, Fixed Income, Equities, Investment Banking, Hedge Funds, Risk Management, Financial Modeling, Asset Managment, Trading Systems, Alternative Investments, FX Options, Securities, Valuation, Private Equity, Banking, Financial Markets, Investments, Bloomberg, Financial Risk, Asset Management, Trading, Portfolio Management, Financial Services, Back Office, Structured Products, Options, Credit Derivatives, Electronic Trading, Equity Derivatives, Bonds, Swaps, Middle Office, Market Risk
Education
University at Buffalo
VALIC July 2008 - Present
Military Experience October 1986 - June 2010
Morgan Stanley January 2005 - February 2007
Fred Meyer, West Fairbanks Store July 2004 - January 2005
Education
University of Alaska Fairbanks
MBA
University of Alaska Fairbanks
BBA, Finance; corporate finance and portfolio management
ProGreen International August 2014 - Present
TEAM Enterprises September 2013 - Present
Costco Wholesale August 2014 - September 2014
The Avenue at Tuscaloosa August 2013 - August 2014
Morgan Stanley March 2013 - May 2013
Ingram's Accounting October 2011 - May 2013
Everything But Water May 2011 - August 2011
Skills
Leadership, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Event Planning, Time Management, Access, Outlook, Social Media, Public Speaking, Teamwork, Marketing, Sales, Accounting, Financial Analysis, Research, Social Media Marketing, Social Networking, Data Analysis
Education
University of Alabama 2010 — 2014
Bachelor of Science (BS), Marketing & Sales
Fisher Investments August 2014 - Present
Clickbooth January 2014 - July 2014
Morgan Stanley January 2013 - May 2013
Wagner Realty June 2012 - August 2012
Raymond James Financial Inc. May 2011 - August 2011
Skills
SQL, Data Analysis, Statistical Data..., R, Statistical Software, Microsoft Excel, Financial Analysis, Databases, Financial Modeling, Data Modeling, Finance, Time Management, Marketing, Social Media, Microsoft Word, Writing, Business Intelligence, Budgets, International Marketing, Analysis, Fundraising, Leadership, Management, Project Management, Market Research, Access, Resource Allocation, PowerPoint, Statistical Modeling
Education
University of Alabama 2008 — 2013
Bachelor of Science (B.S.) in Business Administration, Finance, International Business, Cum Laude
University of Alabama 2008 — 2013
Bachelor of Music (B.M.), Music Performance, French Horn, Cum Laude
Wells Fargo Advisors May 2012 - Present
Morgan Stanley October 1999 - May 2012
Cohn & Wolfe January 1999 - October 1999
Skills
Strategic Financial..., Investments, Portfolio Management, Leadership, Financial Services, Series 7, Retirement Planning, Wealth Management, Asset Allocation, Mutual Funds, Series 63, Coaching, 401k, Retirement, Asset Management, Estate Planning, Management, Fixed Annuities, IRAs
Education
University of Alabama 1994 — 1998
BA
Murphy High School
UBS Financial Services January 2009 - Present
Morgan Stanley May 1999 - January 2009
Education
University of Alabama in Huntsville
BSBA, Marketing
Morgan Stanley August 2015 - Present
Morgan Stanley Wealth Management March 2009 - August 2015
Merrill Lynch May 2008 - March 2009
Commerce One Financial June 2007 - September 2007
Skills
Investments, Investment Strategies, Series 7, Series 63, Asset Allocation, Wealth Management, Finance, Series 65, Financial Services, Alternative Investments, Equities, Financial Analysis, Portfolio Management, Asset Managment, Fixed Income, Microsoft Excel, Risk Management, Financial Reporting, Operations Management, Supervisory Skills, General Securities...
Education
University of Arizona 2003 — 2007
Bachelor of Science, Finance & Entrepreneurship
Le Motto by SheSheBonBon April 2013 - Present
ActSeed Corporation December 2008 - Present
Attinger@Work Incorporated July 1995 - Present
Ansible Mobile July 2007 - July 2008
Soapbox Mobile November 2005 - June 2007
Ranger Online Inc. July 2002 - December 2003
Covalent Communications Inc. October 1997 - March 2001
Morgan Stanley June 1991 - August 1994
Skills
Strategic Partnerships, Recruiting, Strategy, Business Planning, Start-up Ventures, Start-ups, Angel Investing, Small Business, Entrepreneurship, Entrepreneurship..., Entrepreneurship..., Startup Development, Early-stage Startups, Early Stage Investment, Early Stage Companies, Early Stage Ventures, Seed Capital, Entrepreneurial..., Venture Capital, New Ventures, New Venture Development, Crowdfunding, Social Media, Social Media Marketing, Due Diligence, Deal Sourcing, Venture Financing, Rapid Prototyping, Prototype, Innovation, Product Innovation, Financial Modeling, Leadership, Digital Marketing, Social Networking, Business Strategy, Social Entrepreneurship, Mergers & Acquisitions, Marketing Strategy, Management Consulting, Capital Raising, Private Equity, Executive Management, Digital Media, Strategic Consulting, Business Modeling, Corporate Development, Mobile Marketing, CRM, Mobile Devices
Education
University of Alabama 1989 — 1990
MA, Finance
University of Alabama 1985 — 1989
BS, Economics
Jacksonville High School
HBKS Wealth Advisors February 2005 - Present
Morgan Stanley October 2000 - February 2005
Skills
Retirement Planning, Wealth Management, Estate Planning, Investments, Retirement, Financial Advisory, Wealth, Strategic Financial..., Portfolio Management, Financial Planners, Wealth Management..., Equities, Asset Management, Investment Management, Bonds, Investment Advisory, Insurance, Mutual Funds, Asset Allocation, IRAs, Securities, Alternative Investments, Financial Services, 401k, High Net Worth..., 401k Rollovers, FINRA, Fixed Income, Roth IRA, Financial Planning
Education
University of Alabama at Birmingham 1992 — 1995
Bachelor of Science (B.S.), Finance
University of Alabama August 2010 - Present
Morgan Stanley August 2013 - January 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, C++, English, Java, HTML, C
Education
University of Alabama 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
University of Alabama 2010 — 2014
Vanguard Health Systems March 2003 - December 2013
HealthStream September 1999 - January 2003
Morgan Stanley Venture Partners April 1997 - August 1999
Morgan Stanley August 1995 - April 1997
Robinson-Humphrey Company April 1993 - August 1995
United Parcel Service November 1992 - April 1993
Skills
Healthcare, Strategic Planning, Mergers, Venture Capital, Financial Analysis, Corporate Development, Business Strategy, Healthcare Information..., Strategy, Start-ups, Private Equity, Mergers & Acquisitions, Analytics, Executive Management, Marketing Strategy, Equity Research, Due Diligence
Education
University of Arizona 1988 — 1992
B.S., Finance
Acacia Animal Hospital February 2013 - Present
Seiler Animal Hospital February 2007 - February 2013
UniCapital 1998 - 2000
Morgan Stanley 1988 - 1998
Skills
Public Speaking, Customer Service, Research
Education
State University of New York at Buffalo 1983 — 1987
Bachelor of Arts (B.A.), Community Psychology
Tennessee Steel Haulers, Inc. September 2001 - Present
Morgan Stanley September 1998 - August 2001
Downstairs at Eric January 1998 - August 1998
Skills
Transportation..., Truckload, Supply Chain Management, LTL, Trucking, Warehousing, Supply Chain, Shipping, Container, Customer Service, 3PL, Leadership, Inventory Control, Fleet Management, Contract Negotiation, Logistics Management, Logistics, Freight, Air Freight, Reverse Logistics, Ocean, Forecasting, International Logistics, Freight Forwarding, Supply Chain..., Inventory Management
Education
University of Alabama 1993 — 1997
BS, Finance
Brentwood High School
Morgan Stanley February 2013 - Present
Community Crisis Center February 2012 - May 2012
Big Brothers Big Sisters of the Greater Chesapeake June 2011 - August 2011
Loyola University Maryland September 2010 - January 2011
Big Brothers Big Sisters Southeastern Pennsylvania June 2007 - August 2007
Skills
Social Media, Strategic Planning, Event Planning, Press Releases, PowerPoint, Public Speaking, Photoshop, Fundraising, Multi-tasking..., Office Administration, JavaScript, Microsoft Office, Microsoft Excel, Microsoft Word, Access, Basic HTML
Education
Loyola University of Maryland 2008 — 2012
Bachelor of Arts (B.A.), Sociology
University College Cork 2010 — 2010
General Studies, The College of Arts, Celtic Studies, and Social Sciences
Red Bank Catholic High School 2004 — 2008
High School Diploma
Military May 1987 - Present
Airbus Military January 1987 - December 2002
Morgan Stanley March 1999 - March 2002
Education
University of Advancing Technology
AIG October 2012 - Present
Citigroup May 2009 - November 2012
Citigroup November 2008 - April 2009
Citigroup July 2005 - November 2008
ACE January 2004 - February 2005
JPMorgan Chase December 1999 - April 2004
Morgan Stanley July 1996 - December 1999
Standard & Poor's September 1992 - June 1996
Skills
Management, Marketing Communications, Equities, Media Relations, Crisis Communications, Capital Markets, Marketing, Financial Services, Financial Communications, Public Relations, Alternative Investments, Advertising, Spokesperson, Financial Markets, Thought Leadership, Investor Relations, Strategy, Copy Editing, Strategic Communications, Corporate Communications, Internal Communications, Banking, Press Releases, Crisis Management, Editing, Hedge Funds, Private Equity, Asset Management
Education
University at Buffalo 1980 — 1984
BA, Communications
Jefferies & Company September 2012 - Present
Morgan Stanley January 2011 - September 2012
Morgan Stanley June 2009 - January 2011
Morgan Stanley August 1999 - June 2009
Dresdner Kleinwort June 1995 - April 1999
NatWest 1990 - 1995
Skills
Asset Allocation, Asset Managment, Bloomberg, Bonds, Business Strategy, Buy-side, Capital Markets, Corporate Finance, Credit Derivatives, Emerging Markets, Due Diligence, Equities, Equity Derivatives, Equity Research, Financial Analysis, Financial Markets, Financial Services, Fixed Income, Financial Modeling, Fixed Income Analysis, Hedge Funds, IPO, Investments, Investment Management, Investment Advisory, Portfolio Management, Management, Mergers, Private Equity, Prime Brokerage, Options, Securities, Series 7, Structured Products, Valuation, Venture Capital, Wealth Management, Equity Valuation, Investment Banking, Investment Strategies, Mutual Funds, Series 63, Trading
Education
University of Aberdeen 1986 — 1990
MA, Political Science
Edinburgh Academy 1980 — 1986
Master of Arts (MA)
Morgan Stanley June 2015 - August 2015
Army National Guard June 2013 - April 2015
Army National Guard 2011 - 2014
Dick's Sporting Goods January 2012 - October 2012
Skills
Leadership, Military Experience, Training, Operational Planning, Aviation, Public Speaking, Customer Service, Business Analysis, Management, DoD, UAV, Military Operations, Microsoft Office, Command, Microsoft Excel, UAS Mission Planning, Avation Safety, Customer Relations, Unmanned Vehicles, Technical Writing, IT Solutions, Microsoft Word
Education
University of Alabama 2014 — 2016
Bachelor's Degree, Management Information Systems and Finance, 3.7/4.0
Cochise College 2011 — 2013
Associate of Science (A.S.), Unmanned Aerial Vehicle Flight Operator
BNY Mellon Wealth Management 2009 - Present
Merrill Lynch 2008 - 2009
Neuberger Berman 2006 - 2008
Sterne Agee 2004 - 2006
Morgan Stanley 1999 - 2004
J. C. Bradford 1997 - 1999
Robinson Humphrey 1995 - 1997
First Union 1992 - 1995
Skills
Leadership, Business Development, Management, Wealth Management, Investments, Asset Management, Portfolio Management, Investment Management, Alternative Investments, Finance, Equities, Mutual Funds, Private Equity, Mergers & Acquisitions, Financial Analysis, Hedge Funds, Fixed Income, Securities, Asset Allocation, Financial Services
Education
Augusta College 1987 — 1991
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
University of Alabama 1985 — 1986
Electrical and Electronics Engineering
Morgan Stanley February 2015 - Present
Bryant Dental May 2013 - January 2015
Polyplex May 2012 - February 2013
Sterne Agee November 2011 - December 2011
Infinity Software Solutions June 2010 - October 2011
Outback Steakhouse March 2009 - June 2011
Merrill Lynch September 2009 - December 2009
Skills
Administration, Analysis, Banking, Customer Service, Finance, Financial Services, Marketing, Microsoft Office, Sales, Time Management, Microsoft Word, Mutual Funds, Microsoft Excel, Communication, Data Entry, Event Planning, Social Media, Start-ups, Leadership
Education
University of Alabama 2008 — 2010
BS in Commerce and Business Administration, Finance; Banking and Financial Services; Economics, Banking, Corporate, Finance, and Securities Law
University of North Alabama 2006 — 2008
Buisness
Innovative Billing Solutions, Inc. October 2013 - Present
Sterne Agee July 2012 - May 2013
Morgan Stanley April 2007 - July 2012
Skills
Beauty Industry, Customer Service, Sales, Marketing, Microsoft Office, Event Planning, Retail, Microsoft Word, Microsoft Excel, Standards Compliance, Credit Cards, Skin Care, Financial Analysis
Education
University of Alabama 1998 — 2003
Environmental Science, Environmental Science
Robert W. Baird & Co. May 2015 - August 2015
Ball Corporation June 2014 - August 2014
Ace High Marketing LLC October 2013 - November 2013
Morgan Stanley June 2013 - August 2013
Manual Therapy Associates Inc. June 2009 - April 2013
Jefferson County Junior Baseball League March 2011 - May 2011
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Windows, Mac OS X Server, Problem Solving, Customer Service, English, Public Speaking
Education
University of Alabama 2013 — 2017
Bachelor of Business Administration (BBA), Finance & Economics, Minor in Chinese, 3.8
Holy Family High School 2009 — 2013
3.9/4.0
AIG May 2013 - September 2015
Prudential Financial June 2008 - May 2013
Prudential Mortgage Capital Company October 2004 - May 2008
Morgan Stanley August 2001 - October 2004
Morgan Stanley November 1999 - August 2001
Morgan Stanley October 1997 - November 1999
CPC Behavioral Healthcare February 1996 - October 1997
Skills
Financial Reporting, Financial Statements, Statutory Accounting, US GAAP, SAP BI, MS Excel Pivot Tables, Vlookup, GAAP, Ad Hoc Reporting, Internal Controls, Financial Statement..., Year-end Close, Highly detail oriented, Hyperion Financial..., Microsoft Office, Clarity FSR
Education
University of Alabama 1991 — 1995
Bachelor's of Science, Accounting
Goldman Sachs May 2015 - Present
Capco January 2013 - May 2015
Morgan Stanley January 2012 - January 2013
Morgan Stanley May 2011 - December 2011
Morgan Stanley January 2009 - May 2011
Morgan Stanley April 2007 - January 2009
UBS December 2005 - April 2007
Skills
Project Management, Corporate Finance, Financial Reporting, Credit, Analysis, Financial Analysis, Business Analysis, Finance, Microsoft Excel, Microsoft Office, Derivatives, Financial Services, Credit Derivatives, Analytics, Trading Systems, Business Requirements, Requirements Gathering, Capital Markets, Requirements Analysis, Business Transformation
Education
University at Buffalo 2001 — 2005
Business Administration, Finance
SCRUM Alliance
Certified SCRUM Master
ServiceMaster June 2015 - August 2015
Morgan Stanley June 2014 - August 2014
Skills
Accounting, Finance, Internal Controls, Process Improvement, Financial Reporting, Account Reconciliation, Investments, Market Research, Microsoft Office, Public Speaking, Customer Service, Leadership, Financial Planning, Microsoft Excel
Education
Rhodes College 2012 — 2016
Business/Commerce, General, Senior
University of Antwerp
International Marketing
U.S. Kids Golf May 2012 - Present
Morgan Stanley August 2011 - April 2012
Spring Creek Ranch May 2010 - September 2010
Skills
Event Management, Marketing, Alumni Relations, Financial Research, Stata, Intercollegiate..., Written Communication, Event Planning, Golf, Customer Service, Leadership, Sales, Social Media Marketing, Microsoft Excel
Education
Rhodes College 2008 — 2012
Bachelor of Arts (B.A.), Business and Economics
Universiteit Antwerpen 2011 — 2011
International Business
The Lovett School 2001 — 2008
Alaska Communications September 2013 - Present
Nordstrom September 2012 - November 2013
University of St. Thomas-Houston March 2012 - April 2012
Access Sciences September 2011 - March 2012
Morgan Stanley July 2010 - June 2011
KAA Energy January 2010 - June 2010
TOTAL June 2009 - December 2009
University of St. Thomas-Houston May 2009 - June 2009
UKTI, British Consulate General January 2009 - May 2009
University of St. Thomas-Houston January 2009 - January 2009
Skills
Management, Leadership, Analysis, Human Resources, Project Management, Financial Analysis, Training, Microsoft Excel, Budgets, Strategic Planning, Finance, Business Development, Microsoft Office, Change Management, Accounting, Policy, Event Planning, Cash Management, Financial Accounting, Department Budgeting, Auditing, Process Improvement, Customer Service, Forecasting, Program Management, Stakeholder Management, Technical Writing, Marketing Communications, International Relations, Employee Training, Public Relations, Financial Modeling, Business Analysis, Negotiation, Data Analysis, Portfolio Management, Risk Management, Business Process..., Coaching, Business Planning, Public Speaking, Consulting, Team Building, Team Leadership, Financial Reporting, Contract Negotiation, Social Media, Corporate Finance
Education
University of Alaska Anchorage College of Business and Public Policy 2014 — 2017
Master of Business Administration (M.B.A.), International Finance, Cum GPA 4.0
University of St. Thomas (TX) 2007 — 2012
Bachelor of Arts (B.A.) Summa Cum Laude, International Development, Finance, Accounting, Economics, 3.94 (4.0 scale)
Majestic Wealth Group October 2008 - Present
Morgan Stanley February 2008 - October 2008
American Fidelity October 2005 - February 2008
Skills
Sales, Cold Calling, New Business Development, Marketing, Networking, Relationship Marketing, Employee Relations, Business Process..., Sales Prospecting, Sales Presentations, Technology, Insurance, Selling, Building Relationships, Customer Satisfaction, Sales Operations, Negotiation, Leadership, Customer Retention, Human Resources, CRM, Sales Process, Training, Management, Pricing, Employee Benefits, Forecasting, Customer Service, Salesforce.com, Finance, Account Management, Direct Sales, Trade Shows, B2B, Sales Management, Business Development, Strategy
Education
University of Alabama
Bachelor of Science, Business Administration
Bienville Capital Management September 2015 - Present
Founders Investment Banking July 2013 - January 2015
Bienville Capital Management May 2013 - June 2013
University of Alabama May 2012 - May 2013
Morgan Stanley June 2011 - July 2011
Skills
Social Media, Public Speaking, Event Planning, Time Management, Microsoft Office, Customer Service, Management, PowerPoint, Research, Fundraising, Strategic Planning, Microsoft Excel, Microsoft Word, Photoshop, Event Management, Christian Ministry, Program Management, People Skills, M&A Modeling, Financial Analysis, Investment Banking, Strategic Finance, Pro Forma Development, Accounting
Education
University of Alabama 2012 — 2015
Master of Business Administration (M.B.A.), Finance
University of Alabama 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business/Commerce
Barclays Capital September 2008 - June 2013
Lehman Brothers March 2005 - September 2008
Lehman Brothers 1996 - 2005
Morgan Stanley June 1994 - June 1996
Morgan Stanley September 1992 - June 1994
Skills
Equities, Hedge Funds, Investment Banking, Capital Markets, Pre-IPO, Institutional Sales, Sales Management, Business Valuation, Securities
Education
University College Dublin 1988 — 1992
Bachelor of Commerce (BCom)
Morgan Stanley September 2013 - Present
Morgan Stanley August 2011 - Present
Morgan Stanley & Co. Incorporated June 2010 - August 2010
Fifth Avenue Financial June 2009 - August 2009
Lamar Advertising June 2009 - August 2009
Ramaquois Day Camp June 2005 - August 2008
Skills
PowerPoint, Marketing, Microsoft Excel, Financial Analysis, Social Media, Microsoft Word, Outlook, Microsoft Office, Advertising, Customer Service, Project Management, Public Speaking, Social Networking, Facebook
Education
UNIVERSITY AT BUFFALO, THE STATE UNIVERSITY OF NEW YORK 2007 — 2011
Bachelor of Science, Business Administration; Finance and Marketing Concentrations
University at Buffalo 2007 — 2011
Bachelor, Finance, Marketing
Bryant Bank September 2015 - Present
BBVA Compass October 2014 - September 2015
Academy Securities March 2014 - October 2014
AloStar Bank Of Commerce November 2012 - April 2014
AloStar Bank Of Commerce (Formerly Nexity Bank) August 2009 - October 2012
Nexity Bank July 2008 - August 2009
Morgan Stanley July 2004 - August 2004
SouthTrust Bank May 2004 - July 2004
Skills
MBS, Fixed Income, Portfolio Management, Banking, Bloomberg, Derivatives, Investments, Liquidity Management, Market Risk, Risk Management, Capital Markets, Credit Risk, Commercial Banking, Commercial Lending, Loans, Investment Banking, Financial Modeling, ALM, Treasury Management, Financial Risk, Retail Banking
Education
Wake Forest University 2005 — 2008
M.Div.
University of Alabama, Manderson Graduate School of Business 2004 — 2005
M.S.F., Financial Risk Strategy
University of Alabama 1999 — 2003
B.S., Financial Management & Economics
Morgan Stanley Private Wealth Management March 2014 - Present
CFA Institute December 2012 - Present
Morgan Stanley June 2012 - February 2014
CFA Institute November 2011 - February 2012
Delta Sigma Pi April 2011 - December 2011
AXA Advisors December 2010 - February 2011
AXA Equitable June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, Financial Analysis, Financial Modeling, Technical Analysis, Public Speaking, Presentations, Highly detail oriented, Building Relationships, Analytical Skills, Reports, Credit Derivatives, Interest Rate..., Equity Derivatives, trust trades, FX Derivatives, Trading, Equity Research, Time Management, Fixed Income, Bloomberg, Capital Markets, Financial Services
Education
State University of New York at Buffalo 2008 — 2012
Bachelor of Science (BS), Finance, General, 3.6
Renasant Bank January 2009 - Present
Wachovia Bank September 2004 - December 2008
AmSouth Bank August 2002 - August 2004
Morgan Stanley January 2001 - July 2002
Skills
Customer Service, Personal Finance, Retail Banking, Commercial Banking, Social Networking, Business Networking, Home Equity Lines of..., Consumer Lending, Banking, Loans, New Business Development, Sales Management, Team Building
Education
University of Alabama 1994 — 2000
Business, Finance
Sun Trading LLC April 2015 - Present
Effex Capital July 2013 - April 2015
Morgan Stanley July 2010 - July 2013
First Derivatives June 2009 - July 2013
HSBC February 2011 - March 2011
VN7 Dyamic Capital October 2009 - June 2010
Skills
q/kdb+, Linux, Solaris, C, Reference Data, Databases, Options, Equities, Futures, Tick data, Matlab, KDB+, Market Data, Electronic Trading
Education
UCD Michael Smurfit Graduate Business School 2008 — 2009
MSc, Quantitative Finance
University College Dublin 2004 — 2008
BEng (Hons), Civil Engineering
Newbridge College 1999 — 2004
Xerox April 2012 - Present
Xerox March 2012 - Present
Affiliated Computer Services September 2009 - March 2012
Macro Consulting Group December 2008 - January 2009
Buck Consultants June 2006 - November 2008
Morgan Stanley September 2003 - May 2006
Checkfree Investment Services September 2001 - April 2003
Glickenhaus & Co. January 2000 - September 2001
Cramer Rosenthal McGlynn May 1999 - January 2000
Bear Stearns 1994 - 1996
Skills
Manager of Customer Care, Change Management, Customer Service, Coaching Staff, Training, Recruiting, Developing Talent, Portfolio Management, Equities, Investments, Mutual Funds, Financial Services, Strategy, Analysis, Due Diligence, Fixed Income, Management, Trading, Series 7, Securities, Asset Allocation
Education
Irish Arts Center 1998 — 2002
Acting, Film Editing and Irish language, Acting, Filme Editing and Irish language, Not applicable
University College Cork 1988 — 1992
Bachelor of Commerce (B.Com.), Accounting and Finance
Colaiste an Spioraid Naomh High School, Bishopstown, Cork City, Ireland 1974 — 1979
High School Diploma, Accounting
Platinum Realty Birmingham September 2010 - Present
Morgan Stanley 1995 - 2002
Fujisawa 1990 - 1993
Skills
Sales, Residential Homes, Short Sales, First Time Home Buyers, Foreclosures, Real Estate, Small Business, Buyer Representation, New Home Sales, Sellers, Single Family Homes, Investments, Team Building, Contract Negotiation, Relocation, Investment Properties
Education
University of Alabama at Birmingham 1984 — 1988
BS, biology, chemistry
Sylacauga High School 1975 — 1979
Tax Technologies, Inc. November 2013 - Present
Tax Technologies, Inc. March 2012 - November 2013
Morgan Stanley June 2010 - March 2012
Tax Technologies, Inc. March 2009 - June 2010
Skills
Tax, Corporate Tax, International Tax, Microsoft Excel, Internal Controls
Education
University at Buffalo 2005 — 2009
B.S., Accounting
Rockefeller & Co., Inc. August 2015 - Present
Guggenheim Partners December 2014 - July 2015
Global Arena Capital Corp. February 2014 - July 2014
Morgan Stanley June 2012 - August 2012
Congressman Thomas Rooney May 2010 - August 2010
GCI Construction Inc. May 2009 - August 2009
The Benjamin School May 2007 - August 2008
Skills
Research, Microsoft Office, PowerPoint, Financial Analysis, Microsoft Excel, Teamwork, Microsoft Word, Sales, Data Analysis, Analysis, Investments, Leadership
Education
University of Alabama 2009 — 2013
BCB, Major in Finance with Specialization in Entrepreneurship and Minor in Computer Tech & Applications
The Benjamin School 2005 — 2009
Morgan Stanley 2012 - Present
RBC Wealth Management 2008 - 2010
Morgan Stanley Smith Barney 2006 - 2008
Legg Mason 2005 - 2006
Skills
Management, Sales, New Business Development, Client Services, Accounting, Series 7, Retirement Planning, Wealth Management, Investments, Equities, Portfolio Management
Education
University College Dublin 1993 — 1996
HSBC August 2014 - Present
Deutsche Bank July 2013 - May 2014
Barclays May 2013 - July 2013
Morgan Stanley September 2012 - May 2013
Law Office of David A. Hoines 2009 - 2010
The Law Office of Samuels & Associates 2009 - 2009
Merrill Lynch January 2008 - June 2008
Skills
Financial Analysis, Data Analysis, Microsoft Office, Bloomberg, Financial Modeling, Banking, Corporate Finance, Statistics, Microsoft Excel, Market Research, Research, Economics, Business Strategy, PowerPoint, Microsoft Word, Investment Banking, Eviews, Fixed Income, Finance
Education
The University of Birmingham 2010 — 2011
Msc International Economics
The AIP Language Institute, FEDELE, Instituto Cervantes, Valencia, Spain 2008 — 2008
University at Buffalo 2004 — 2008
BA, Economics
University at Buffalo 2004 — 2008
BA, History
Regions Financial Corporation March 2012 - Present
Regions Financial Corporation February 2011 - March 2012
University of Alabama August 2009 - May 2010
Morgan Stanley August 2008 - February 2009
Education
University of Alabama, Manderson Graduate School of Business 2009 — 2010
MS Finance, Financial Policy & Real Estate
University of South Carolina - Darla Moore School of Business 2005 — 2009
BS in Business Administration, Finance, International Business & Real Estate
AGL Resources December 2013 - Present
JAS Forwarding Worldwide October 2012 - November 2013
Graphic Packaging International May 2010 - September 2012
Morgan Stanley August 2006 - April 2010
Eads and Heald Investment Counsel June 2005 - July 2006
Skills
Financial Analysis, Corporate Finance, Forecasting, Cash Flow Forecasting
Education
University of Alabama 2001 — 2005
Bachelor of Science in Commerce and Business Administration, Finance
McGill Toolen Catholic High School 1998 — 2001
Morgan Stanley March 2014 - Present
Merrill Lynch September 2011 - March 2014
Bank of America / Merrill Lynch March 2010 - September 2011
Pershing LLC, a subsidiary of The Bank of New York Mellon Corporation April 2009 - March 2010
Merrill Lynch February 2007 - March 2009
Merrill Lynch December 2006 - February 2007
Merrill Lynch January 2000 - December 2006
Merrill Lynch October 1996 - December 1999
Intergraph Corporation September 1990 - September 1996
National Center For Software Technology April 1986 - September 1988
Skills
Vendor Management, Agile Methodologies, Investments, Wealth Management, Portfolio Management, SOA, Program Management, SDLC, Software Project..., Management, Integration, Requirements Analysis, Capital Markets, Enterprise Architecture, Outsourcing, Architecture, IT Strategy, Testing, Business Analysis, Software Development, Analysis, IT Management, Databases, retirement income, Investment Portfolio, annuities, Banking, Mutual Funds, Project Portfolio..., Business Development, Relationship Management, Financial Services, Asset Allocation, Trading Systems, Strategy
Education
University of Alabama in Huntsville 1990 — 1991
MS, Computer Science
University of Bombay 1984 — 1987
BE, Electronics Engineering
Balmohan Vidyamandir
PwC September 2015 - Present
University at Buffalo August 2014 - May 2015
PwC June 2014 - August 2014
UB School of Management Office of Alumni and External Relations December 2013 - May 2014
University at Buffalo January 2013 - May 2014
Morgan Stanley June 2013 - August 2013
Philadelphia Insurance Companies June 2012 - May 2013
Oak Hill Country Club June 2008 - June 2012
Skills
Exceptionally well..., Motivated self-starter, QuickBooks, Peachtree, Microsoft Excel, Microsoft Word, Microsoft Office, Leadership, Access, Financial Analysis, Research
Education
University at Buffalo 2014 — 2015
Master’s Degree, Accounting
University at Buffalo 2010 — 2014
Bachelor of Science (B.S.), Accounting, 3.99/4.0
Apttus June 2015 - Present
Infogix, Inc. February 2014 - May 2015
salesforce.com December 2012 - December 2013
MSCI Inc. April 2010 - November 2012
Morningstar October 2006 - March 2010
Logical Information Machines April 2004 - September 2006
Morgan Stanley 1997 - 1998
Skills
Enterprise Management..., Consultative Approach, Complex Sales, Energy, Commodity Markets, Salesforce.com, Market Data, National Accounts, Fact-based Selling, Business Intelligence, Data Warehouse..., Business Intelligence..., Business Intelligence..., Analysis Services, Analysis, Enterprise Software, Direct Sales, Management, Sales Operations, Account Management, Selling, CRM, Training, Solution Selling, Sales Process, Access, Sales, Cloud Computing, Strategic Partnerships, Data Warehousing
Education
University of Arizona 1992 — 1996
Bachelor of Arts, Sociology
St. Rita 1986 — 1990
Barclays July 2010 - Present
Morgan Stanley November 2009 - March 2010
Imagination February 2008 - January 2009
The New York Palace August 2007 - February 2008
IQPC August 2006 - August 2007
Deutsche Bank April 2005 - April 2006
Disney Vacation Club June 2004 - January 2005
Walt Disney World January 2004 - June 2004
Skills
Event Management, Marketing, Marketing Communications, Event Planning, Social Media Marketing, Public Relations, Market Research, Corporate Events, Hospitality, Strategic Planning, Digital Marketing, Email Marketing, Microsoft Excel, Customer Service, Online Advertising, Microsoft Office, Microsoft Word, Budgets, Marketing Strategy, Integrated Marketing
Education
State University of New York at Buffalo 1999 — 2003
B.A., Communications
Bloomberg LP 2013 - Present
Morgan Stanley 2000 - 2012
Deutsche Bank 1997 - 1999
Skills
Counterparty Risk, Interest Rate..., Credit Derivatives, Credit Risk, Risk Management, Financial Risk, Financial Structuring, Fixed Income, Hybrids, Clearing, Portfolio Management, Structured Products, Trading, Bloomberg, Intex, Market Risk, Capital Markets, Derivatives, Valuation
Education
University College Dublin 1999 — 2000
MBS, Quantitative Finance, 1H
University College Dublin 1993 — 1997
BE, Chemical Engineering, 1H
Gonzaga College SJ 1983 — 1993
HSBC 2008 - Present
Nomura Securities October 1998 - July 2007
Morgan Stanley 2007 - 2007
Nomura 1998 - 2007
Nomura Securities International 1998 - 2007
Skills
Fixed Income, Derivatives, Capital Markets, Equities, Investment Banking, Business Analysis, SDLC, Trading Systems, Risk Management, Banking
Education
University at Buffalo 1987 — 1991
Iron Mountain January 2013 - Present
Iron Mountain May 2009 - December 2012
Bowne October 2002 - May 2009
Morgan Stanley 1990 - 2000
Morgan Stanley 1990 - 2000
Skills
Account Management, Vendor Management, Leadership, Process Improvement, Direct Mail, Team Building, Strategic Planning, Digital Printing, Relationship Management, Customer Service, New Business Development, Project Management, CRM, Solution Selling, Salesforce.com, Management, B2B, Variable Data Printing, Business Development, Lead Generation, Team Leadership
Education
University of Alaska Anchorage
University of Alaska Anchorage
Morgan Stanley Financial AnalystUPS2001 - 2003
Education
University of Alabama 1996 — 2000
Morgan Stanley April 2015 - Present
Citco Fund Services July 2014 - March 2015
BNY Mellon November 2013 - July 2014
The Bank of New York Mellon March 2007 - November 2013
Metro Sports Physical Therapy September 2005 - March 2007
University Physical Therapy March 2005 - August 2005
NYU Medical Center - Cardiac Rehabilitation Unit June 2004 - August 2004
VA Hospital January 2004 - May 2004
University at Buffalo January 2004 - May 2004
Skills
Hedge Funds, Investments, Due Diligence, Portfolio Management, Financial Services, Financial Analysis, Mutual Funds, Equities, Fixed Income, Derivatives, Management, Fund Administration, Alternative Investments, Bloomberg, Securities, Asset Management, Asset Allocation, Private Equity, Investor Relations
Education
SUNY at Buffalo
Bachelor of Science, Exercise Science
Morgan Stanley November 1993 - Present
Education
University at Buffalo 1986 — 1990
Priority Payment Systems (f/k/a Cynergy Data) December 2014 - Present
Cynergy Data December 2012 - Present
Cynergy Data June 2012 - December 2012
Morgan Stanley August 1997 - June 2012
Publishers Clearing House June 1995 - August 1997
Griffon Corporation August 1990 - June 1995
Skills
HRIS, Employee Relations, Employee Benefits, Benefits Administration, Succession Planning, Deferred Compensation, Human Resources, Talent Management, Recruiting, Performance Management, Onboarding, Workforce Planning, Talent Acquisition, Applicant Tracking..., Employee Engagement, Mergers & Acquisitions, Organizational Design
Education
State University of New York at Buffalo
Soros Financial Management September 2011 - Present
SAC Capital 2005 - Present
Morgan Stanley 2013 - 2014
Morgan Stanley 2013 - 2014
BnP Paribas September 2009 - August 2011
RBC Capital Markets 2005 - 2006
Equiserve Inc. (now Computershare) 1998 - 2000
Skills
Trading Systems, Fixed Income
Education
SUNY at Buffalo 1989 — 1991
MBA, Finance
State University of New York at Buffalo 1982 — 1987
Bachelor's science, Mechanical engineering
Morgan Stanley November 2007 - Present
Education
University of Alabama 2004 — 2006
Morgan Stanley May 2000 - Present
Morgan Stanley Prime Brokerage 2007 - 2008
Salomon Smith Barney March 1998 - May 2000
Skills
Operational Risk..., Back Office, Business Strategy, Business Transformation, Capital Markets, Change Management, Derivatives, Enterprise Risk..., FX Options, Financial Risk, Financial Services, Fixed Income, Interest Rate..., Investment Banking, Process Engineering, Program Management, Risk Management, Trading
Education
University at Buffalo 1990 — 1996
Masters of Engineering, Industrial Engineering/Production Management
Mitsubishi UFJ Securities (USA), Inc. October 2011 - Present
MF Global October 2008 - June 2011
Morgan Stanley June 2003 - June 2008
Bear Stearns April 2001 - June 2003
Skills
Structured Finance, CDO, Structured Products, Securitization, Structuring, Fixed Income, ABS, Capital Markets, CLO, Financial Structuring, Bonds, Credit Derivatives, MBS, Loan Origination, Derivatives, Hedge Funds, High Yield, Investment Banking, Leveraged Finance, Proprietary Trading, CMBS, Alternative Investments, CDS, Trading, Swaps, Interest Rate..., Securities
Education
State University of New York at Buffalo 1994 — 1998
BS, Business Administration and Management, Accounting and Finance Concentration
Digit.co April 2015 - Present
Showpad March 2015 - April 2015
Intuit/ Demandforce April 2013 - February 2015
Intuit/ Demandforce April 2012 - April 2013
Demandforce April 2011 - April 2012
DSI Security Services, Inc April 2009 - November 2010
Fisher Investments 2007 - 2009
DSI Security Services, Inc 2005 - 2007
Morgan Stanley 2005 - 2005
Skills
Management, Sales, Coaching, Customer Satisfaction, Logistics, Social Media, Marketing Communications, Email Marketing, Online Marketing, Software Installation, Software Implementation, Salesforce.com, Sales Operations, Marketing, Event Planning, Marketing Strategy, Event Management, Budgets, Social Media Marketing, Lead Generation, B2B, Sales Process, Product Management, SaaS, CRM, Public Speaking, Contract Negotiation, New Business Development, Online Advertising, Strategic Planning, Strategic Partnerships, Market Research, Negotiation, Customer Service, Team Leadership, Leadership, Start-ups, Direct Sales, Microsoft Office, Team Building, Competitive Analysis, Strategy, Sales Presentations, Solution Selling, Customer Retention, Account Management, Selling
Education
University of Alabama 1999 — 2003
BS, Finance
OppenheimerFunds January 2009 - Present
OppenheimerFunds February 2006 - December 2008
Morgan Stanley March 2004 - January 2006
Morgan Stanley February 2002 - February 2004
Morgan Stanley March 2000 - March 2002
Cadwalader, Wickersham & Taft LLP September 1997 - September 1999
Skills
Retirement, Mutual Funds, Cross-functional Team..., Defined Contribution, Financial Advisory, Financial Services, Marketing, Marketing Strategy, Separately Managed..., 401k, Asset Management, Finance, Marketing Communications, Retirement Planning, Series 63, Series 7, Training, Wealth Management
Education
University at Buffalo
Bachelor of Arts, English
Brooklyn Technical High School
Technology and Liberal Arts
PS 160
State University of New York at Buffalo
Bachelor of Arts, English
Field Street Capital Management July 2013 - Present
Barclays November 2009 - June 2013
Credit Suisse September 2008 - November 2009
Morgan Stanley 2006 - 2008
Morgan Stanley 2003 - 2006
Morgan Stanley Enterprise Projects 2001 - 2003
Morgan Stanley Fixed Income Technology 1997 - 2001
Kyocera Mita 1996 - 1996
Skills
Fixed Income, Equities, Project Management, Strategy, Prime Brokerage, Change Management, Product Management, Hedge Funds, Commodity, Business Analysis, Investments, Management, Trading Systems, Trading, Options, Finance, FX Options, Derivatives
Education
University at Buffalo 1990 — 1995
BS, Engineering
Xaverian High School
Morgan Stanley August 2002 - Present
Robertson Stephens, Hambrect & Quist, Bear Stearns October 1997 - August 2002
Tokyo Pacific Business College September 1994 - April 1997
Education
University of Alberta 1988 — 1992
Fidelity Investments March 2010 - Present
Morgan Stanley February 1994 - March 2010
Oppenheimer & Co. June 1992 - February 1994
Prudential Securities November 1989 - June 1992
Skills
Prime Brokerage, Hedge Funds, Equities, Alternative Investments
Education
University at Buffalo 1984 — 1989
Morgan Stanley May 2011 - Present
Reed Exhibitions March 2007 - May 2011
Reed Exhibitions November 2005 - March 2007
Apple Metro September 2004 - November 2005
Apple Metro June 2002 - March 2004
Education
University at Buffalo 1998 — 2002
Bachelor of Science in Business Administration, Business Management
Morgan Stanley May 2006 - Present
Sun Life Financial 2002 - 2005
Fleet Bank October 1998 - July 2002
Fleet Securities 1998 - 2002
Fleet / Bank of America 1998 - 2002
Salomon Brothers May 1989 - June 1998
U.S. Trust/FTI May 1985 - May 1989
US Trust 1985 - 1989
Education
University at Buffalo
BA, English Literature
The Hartford November 2011 - Present
The Hartford December 2009 - October 2011
Hartford Life April 2006 - November 2009
Hartford Life April 2004 - April 2006
Cigna Financial Services October 2002 - April 2004
Morgan Stanley October 2000 - October 2002
Skills
Series 66, Series 7, Pensions, Retirement, 401k
Education
University of Arizona
Axis Promotions January 2001 - Present
Morgan Stanley August 1999 - December 2000
Skills
Digital Marketing, Account Management, Marketing Communications, Direct Marketing, Marketing Strategy, Event Planning, Product Development, Advertising, Photoshop, Sales, Social Networking, Sponsorship, Content Strategy, Customer Service, Email Marketing, Online Advertising, Lead Generation, Event Management, Budgets, Public Relations, Integrated Marketing, Recruiting, Social Media, Social Media Marketing, Microsoft Office, Market Research, Project Management, Microsoft Excel, Sales Management, Strategic Partnerships, Marketing, Trade Shows, Adobe Creative Suite, Brand Development, New Business Development, Creative Direction, Strategy, Business Development, Mobile Marketing, Management, B2B, Strategic Planning, Brand Management, Advertising Sales, Corporate Gifts, Digital Strategy, Digital Media, PowerPoint
Education
University at Buffalo 1995 — 1999
Bachelor, Finance & Marketing
JPMorgan Chase April 2013 - Present
Morgan Stanley November 2009 - March 2013
Barclays Capital September 2008 - October 2009
Lehman Brothers June 2004 - September 2008
UBS 2000 - 2004
Skills
Derivatives, Capital Markets, Valuation, Credit Derivatives
Education
University of Alberta 1989 — 1991
Ph.D, Mathematics
Independent Portfolio Consultants April 2013 - Present
Northern Trust August 2012 - February 2013
LobePro Rotary Pumps July 2011 - June 2012
Lehman Brothers June 2004 - July 2008
Morgan Stanley December 1991 - June 2004
Skills
Equities, Capital Markets, Equity Research, Hedge Funds, Portfolio Management, Equity Valuation, Derivatives, Investment Banking, Alternative Investments, Options, Financial Modeling, Private Equity
Education
University of Alabama 1978 — 1983
BS, Finance
Keller Williams December 2011 - Present
Rental Enterprises November 2004 - Present
Roxbury Capital Management, LLC 1992 - 2004
Morgan Stanley September 1989 - July 1992
Skills
Asset Managment, Alternative Investments, Portfolio Management, Investments, Equities, Mutual Funds, Fixed Income, Trading, Due Diligence, Investment Strategies, Investment Management, Wealth Management, Asset Management, Finance, Asset Allocation, Valuation, Real Estate
Education
University College Dublin 1982 — 1989
Masters, Economics
Grand Canyon Planning Associates August 2012 - Present
Rock Bridge Financial, LLC January 2011 - August 2012
Royal Alliance Associates, Inc. February 2009 - December 2010
AIG Financial Advisors October 2004 - November 2008
H & R Block Financial Advisors May 2004 - October 2004
Charles Schwab October 2003 - May 2004
Wells Fargo Investments April 2002 - July 2003
Morgan Stanley May 1999 - April 2002
Merrill Lynch August 1995 - May 1999
Skills
Retirement Planning, Investments, Securities, Financial Services, Financial Planning, Finance
Education
University of Arizona 1984 — 1987
Business Administration
Morgan Stanley Wealth Management September 2013 - Present
JPMorgan July 2008 - September 2013
Morgan Stanley June 2000 - May 2008
Bankers Trust Company 1990 - 2000
Skills
Hedge Funds, Fixed Income, Equities, Prime Brokerage, Financial Services, Superior Client Service, Performance Measurement, Global Custody, Cash Management, Leadership, Data Analysis, Team Management, Alternative Investments, Bloomberg, Securities, Derivatives, Middle Office, Options, Securities Lending, Swaps, Wealth Management, FINRA
Education
University at Buffalo 1983 — 1987
BA, International Business
cedar ridge high school 1979 — 1983
Various start-ups December 2011 - Present
Grauer Systems 2008 - 2011
Tribeca Global Mgt Hedge Fund November 2004 - October 2006
Goldman Sachs January 2004 - September 2004
Goldman Sachs February 2000 - March 2002
Morgan Stanley 1999 - 1999
Skills
Start-ups, Turn Around Management, Corporate Finance, Business Strategy, Hedge Funds, Software Project..., Product Development, Program Management, Business Process..., Strategic Partnerships, Private Equity, Venture Capital, Investment Banking, Capital Markets, Corporate Development, Business Transformation, Leadership
Education
University at Buffalo 1990 — 1992
MBA, Finance, Marketing, International Business
University of Notre Dame 1981 — 1985
BS, Electrical Engineering
Morgan Stanley December 2011 - Present
Edward Jones August 2009 - May 2011
Morgan Stanley Smith Barney May 2007 - June 2009
AlaskaUSA Federal Credit Union August 2005 - February 2007
Fred Meyer March 2003 - August 2005
Skills
Investment Management, Portfolio Management, Series 7, Finance, Strategy, Analysis, Economics, Financial Advisory, Investments, Customer Service, Mutual Funds, Retirement Planning
Education
University of Alaska Anchorage 2004 — 2009
BBA, Economics
University of Alaska Anchorage 2004 — 2008
BBA, Finance
State Street October 2014 - Present
Morgan Stanley July 2004 - October 2014
Citigroup January 1997 - July 2004
Skills
Financial Risk, Capital Markets, Derivatives, Fixed Income, Analytics, Investment Banking, Analysis, Options, Counterparty Risk, Portfolio Management, Equities, Hedging, Risk Management, Credit Risk, Hedge Funds
Education
University of Alberta 1989 — 1995
Ph.D., Physics
North toronto
The Blackstone Group July 2014 - Present
Arcus Capital Partners March 2013 - July 2014
Morgan Stanley Smith Barney August 2010 - August 2012
Morgan Stanley March 2008 - August 2010
Morgan Stanley July 1996 - March 2008
Vanderbilt University September 1989 - July 1994
Skills
Series 7, Alternative Investments, Recruiting, Strategy, Hedge Funds, Training, Management, Investment Management, Mergers & Acquisitions, Emerging Markets, FINRA, Finance, Financial Services, Risk Management
Education
Vanderbilt University - Owen Graduate School of Management 1994 — 1996
MBA, Finance
University of Alabama 1986 — 1989
BA, Political Science
Merrill Lynch 2008 - Present
Morgan Stanley 2003 - 2008
UPS Supply Chain Solutions 2000 - 2003
Skills
Portfolio Management, Investments, Investment Strategies, Retirement, Wealth Management, High Net Worth..., Retirement Planning, Alternative Investments, Private Equity, 401k, ETFs, Finance, Financial Advisory, Asset Allocation, Investment Management
Education
University of Alabama 1996 — 2000
Bachelor of Science (B.S.), Finance
UBS December 2008 - Present
Morgan Stanley January 2004 - December 2008
Christie's September 1999 - September 2003
Education
University of Nebraska-Lincoln 1991 — 1996
BSBA, Economics
University of Amsterdam 1995 — 1995
Int'l Economics
Morgan Stanley January 2014 - Present
Morgan Stanley January 2012 - Present
Morgan Stanley July 2010 - December 2011
Skills
Credit Risk
Education
University College Dublin 2003 — 2004
University College Cork
Credit Suisse February 2012 - Present
Morgan Stanley 2006 - February 2012
Education
University College Dublin
Masters of Business Studies, Finance
University of Limerick
Bachelor of Business Studies, Accounting and Finance
Morgan Stanley February 1998 - February 2015
Salomon Smith Barney March 1997 - February 1998
Salomon Smith Barney March 1997 - February 1998
Education
University at Buffalo 1986 — 1989
PwC August 2014 - Present
Morgan Stanley November 2013 - August 2014
Deloitte Financial Advisory Services LLP November 2011 - November 2013
BlueCross BlueShield of Tennessee May 2010 - November 2011
Community Health and Family Medicine Department, College of Medicine, University of Florida May 2009 - May 2010
Clinical & Translational Research Informatics Program, College of Medicine, University of Florida October 2008 - May 2009
Skills
SAS, SQL, Data Analysis, Data Mining, Database Design, Database Management, Database Marketing, Fraud Analysis, Web Application Design, PHP, Decision Tree, Neural Networks, GLM models, Customer Segmentations, GLM, Qlikview, Tableau, Decision Trees, Fraud
Education
University of Florida 2008 — 2009
MS, Information Systems and Operations Management (formerly Decision and Information Science)
University of Alaska Fairbanks 2003 — 2005
MS, Natural Resources Management
Xiamen University 1998 — 2002
BS, Marine Science
Regions Financial Corporation May 2015 - Present
Morgan Stanley January 2013 - May 2015
Sterne Agee June 2004 - September 2011
UBS Financial Services January 2000 - January 2004
Skills
Series 7, Series 63, Securities, Mutual Funds, Compliance, Series 14, Series 53, Series 24, Series 9, Series 10, Alternative Investments, Due Diligence, Investment Advisory, Financial Analysis, Investments, Financial Risk, Asset Management, Capital Markets, AML, Trading, Equities, Wealth Management, FINRA, Uniform Combined State..., Accounting, Securities Regulation, Portfolio Management, Investment Banking, Private Equity, Strategic Financial..., Risk Management, Broker-Dealer, Fixed Annuities, Credit, Finance
Education
Birmingham School of Law 2011 — 2015
Doctor of Law (J.D.), Law
University of Pennsylvania - The Wharton School 2009 — 2011
Certified Regulatory Compliance Professional Program, Securities Laws and Regulations
University of Alabama at Birmingham 1999 — 2004
Bachelor of Science in Finance, Finance, General
Jeffrey Matthews Financial February 2015 - Present
White, Weld & Co. March 2014 - July 2014
Liberty Group LLC January 2014 - March 2014
S.G. Long & Company January 2013 - January 2014
Sensus Financial in conjunction with Fund Architects, Compedge & Foresight Financial Group April 2011 - December 2012
First MidAmerica February 2005 - May 2007
Quick and Reilly December 2000 - November 2004
Morgan Stanley January 1998 - February 2000
Skills
Wealth Management, Retirement Planning, Mutual Funds, Series 7, Investments, Series 63, Fixed Annuities, Retirement, Securities, Asset Allocation, Strategic Financial..., Portfolio Management, Investment Advisory, Asset Managment, Series 24, 401k, Asset Management, Financial Advisory, Investment Strategies, Series 65, Uniform Combined State..., Wealth Management...
Education
University of Alabama 1987 — 1994
BS, Personal and Family Financial Planning
Morgan Stanley 2004 - 2013
Deutsche Bank 2000 - 2004
Bankers Trust 1991 - 1999
Skills
Fixed Income, Structured Products, Investment Banking, Credit Derivatives, Derivatives, Hedge Funds, Capital Markets, Equities, Swaps, FX Options, Securities, Bloomberg, Alternative Investments, Equity Derivatives, Finance
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
MBA, Finance/International Business
State University of New York at Buffalo
Economics
Morgan Stanley December 2013 - Present
RogenSi November 2012 - November 2013
TriNovus, LLC January 2011 - May 2012
The Colonnade Group- Crimson Tide Hospitality April 2010 - December 2010
Education
University of Alabama
Bachelor of Sciences, Business, Marketing
TIAA-CREF March 2014 - March 2015
BB&T October 2009 - April 2013
Banc of America Investment Services January 2005 - January 2009
Morgan Stanley December 1983 - December 2004
Skills
Banking, Sales, Sales Management, Relationship Management, Account Management, Retail Banking, Portfolio Management, New Business Development, Wealth Management, Business Development, Insurance, Direct Sales, Recruiting
Education
University of Alabama
Bachelor of Science (BS), Accounting
Morgan Stanley August 2006 - Present
Education
University College Cork 2001 — 2005
BSc, Business Information Systems
Trinity School September 2005 - Present
Morgan Stanley 2000 - 2003
UBS 1996 - 2000
Skills
Science, Teaching, Curriculum Design, Educational Technology, Curriculum Development, Tutoring, Public Speaking, Educational Leadership
Education
Oxford University 1991 — 1995
D. Phil., Theoretical Physics
University of Adelaide 1986 — 1990
B.Sc.(Hons), Physics and Pure Mathematics
Credit Suisse 2006 - 2010
Morgan Stanley 2000 - 2006
Arthur Andersen 1996 - 2000
Skills
Equities
Education
University College Cork 1992 — 1996
Bachelor of Commerce (B.Com.)
Morgan Stanley January 2015 - Present
Morgan Stanley January 2010 - December 2014
Education
University College Cork 1994 — 1998
Bachelor of Commerce (BCom)
Houseware Warehouse LLC October 2012 - Present
Morgan Stanley 2010 - 2010
Skills
Sales, Marketing, Microsoft Office, Strategic Planning, New Business Development, Microsoft Excel, Customer Service, Financial Analysis, Sales Management, Account Management, Social Media, Management, PowerPoint, Social Media Marketing, Microsoft Word, Public Relations, Marketing Strategy, Advertising, Event Planning, Public Speaking, Inventory Management, Retail, Contract Negotiation
Education
University of Alabama 2006 — 2010
Bachelor of Science (BS), Finance and Financial Management Services
Savannah Country Day School
Arbor Capital Management February 2013 - Present
Wells Fargo Advisors May 2006 - February 2013
Morgan Stanley November 1994 - May 2006
Skills
Portfolio Management, Equities, Investments, Asset Allocation, Finance
Education
University of Alaska Fairbanks 1989 — 1993
Bachelor of Business Administration (BBA), Business Administration and Management, General
Morgan Stanley November 1983 - March 2003
Morgan Stanley 1983 - 2003
Skills
Blended background in..., Public Speaking, Series 7, Microsoft Excel, Financial Services, Strategy, Strategic Planning, Equities, Social Media, Customer Service, Mutual Funds, Securities, Investments, Series 65, Microsoft Office, Accounting
Education
SUNY at Buffalo 1969 — 1972
Master of Science (MS), Science Edn
UBS Investment Bank October 2014 - Present
Morgan Stanley 2001 - September 2014
Skills
Investment Banking, Valuation, Financial Modeling, Corporate Finance
Education
The University of Western Ontario 1999 — 2001
University of Alberta 1991 — 1995
High School
J.P. Morgan 2009 - 2014
Wachovia/Wells Fargo 2008 - 2009
Morgan Stanley 2001 - 2008
J.C.Bradford/PaineWebber/UBS 1998 - 2001
Education
University of Alabama 1982 — 1987
Bachelor's Degree, Finance and Marketing
St. Xavier high School
Morgan Stanley June 2014 - Present
Citi December 2006 - September 2007
Morgan Stanley July 2001 - November 2006
Education
State University of New York at Buffalo 1997 — 2001
Bachelor of Science, Finance