Morgan Stanley

Industry: Investment banking company

Description

Morgan 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
Zoltan Solyom Zoltan Solyom New York, New York Details
Zoltan Solyom's Morgan Stanley Experience August 2013 - May 2015
Job Associate at Morgan Stanley
Industry Banking
Experience
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.

Bobby Bray Bobby Bray Atlanta, Georgia Details
Bobby Bray's Morgan Stanley Experience December 2012 - September 2014
Job Regions Securities
Industry Investment Banking
Experience
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

Cole Adamson Cole Adamson Phoenix, Arizona Area Details
Cole Adamson's Morgan Stanley Experience January 2004 - April 2006
Job Branch Manager at Scottrade
Industry Financial Services
Experience
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 Arthur Wessel Washington D.C. Metro Area Details
Arthur Wessel's Morgan Stanley Experience January 2013 - April 2013
Job Digital Media Specialist
Industry Media Production
Experience
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

Samantha Petrey Samantha Petrey Dothan, Alabama Details
Samantha Petrey's Morgan Stanley Experience December 2014 - Present
Job Wealth Advisory Associate at Morgan Stanley
Industry Financial Services
Experience
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

Tate Noojin Tate Noojin Greater Atlanta Area Details
Tate Noojin's Morgan Stanley Experience March 1998 - August 2001
Job Vice President Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
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

Mark Devereux Mark Devereux San Francisco, California Details
Mark Devereux's Morgan Stanley Experience May 2006 - April 2007
Job Independent Consultant
Industry Outsourcing/Offshoring
Experience
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

Tammy Ho Tammy Ho San Francisco, California Details
Tammy Ho's Morgan Stanley Experience December 2014 - May 2015
Job Student at University of California, Berkeley
Industry Financial Services
Experience
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

John Schietinger John Schietinger Greater New York City Area Details
John Schietinger's Morgan Stanley Experience October 2002 - March 2006
Job Strategic Accounts at lettrs
Industry Online Media
Experience
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

Nigel Guntharp, M.S. Nigel Guntharp, M.S. Montgomery, Alabama Details
Nigel Guntharp, M.S.'s Morgan Stanley Experience 2005 - 2007
Job Financial Consultant and Wealth Manager
Industry Financial Services
Experience
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

JD Brown IV JD Brown IV Birmingham, Alabama Area Details
JD Brown IV's Morgan Stanley Experience 2005 - 2007
Job Sr. Vice President at S.S. Nesbitt & Co.
Industry Financial Services
Experience
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

Justin Stanten Justin Stanten San Francisco, California Details
Justin Stanten's Morgan Stanley Experience May 2007 - August 2007
Job Finance and Operations at Kanjoya, Inc.
Industry Internet
Experience
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

Rick Finger Rick Finger Hoboken, New Jersey Details
Rick Finger's Morgan Stanley Experience March 2004 - Present
Job Vice President, Project Manager/Business Analysis Lead at Morgan Stanley
Industry Financial Services
Experience
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

Hillary Grand Hillary Grand New York, New York Details
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

Kate Rosenwasser Kate Rosenwasser Suffern, New York Details
Kate Rosenwasser's Morgan Stanley Experience March 2015 - Present
Job Associate, Human Resources at Morgan Stanley
Industry Human Resources
Experience
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

Lawton Esdale Lawton Esdale Birmingham, Alabama Area Details
Lawton Esdale's Morgan Stanley Experience January 2014 - May 2014
Job Digital Account Coordinator at Spectrum Reach
Industry Media Production
Experience
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

Tyler Berry Tyler Berry Greater Nashville Area Details
Tyler Berry's Morgan Stanley Experience June 2000 - February 2015
Job Senior Vice President at Wunderlich Securities
Industry Financial Services
Experience
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

Robert DeBlasio Robert DeBlasio Boca Raton, Florida Details
Robert DeBlasio's Morgan Stanley Experience October 2011 - Present
Job First Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley   October 2011 - Present

Skills
Financial Analysis, Strategic Financial..., Fixed Income, Retirement Planning, Wealth Management

Education
State University of New York at Buffalo

Louis Goldstein Louis Goldstein Greater Los Angeles Area Details
Louis Goldstein's Morgan Stanley Experience May 2009 - August 2009
Job Commercial Real Estate Broker at The Tenant Group
Industry Commercial Real Estate
Experience
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

Drue O'Kelley Drue O'Kelley Denver, Colorado Details
Drue O'Kelley's Morgan Stanley Experience March 2012 - July 2012
Job Medical Assistant at Advanced Orthopaedics & Sports Medicine
Industry Medical Practice
Experience
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

Alison Garrett Alison Garrett New York, New York Details
Alison Garrett's Morgan Stanley Experience January 2014 - Present
Job Head of Content Strategy at Morgan Stanley
Industry Financial Services
Experience
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

Ian P Sutherland Ian P Sutherland Buffalo/Niagara, New York Area Details
Ian P Sutherland's Morgan Stanley Experience July 2013 - Present
Job Business Analyst, VP
Industry Computer Software
Experience
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

Stephen Ash Stephen Ash Greater New York City Area Details
Stephen Ash's Morgan Stanley Experience January 2014 - March 2015
Job Experienced Performance Professional
Industry Financial Services
Experience
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

Janet Kim Janet Kim Greater New York City Area Details
Janet Kim's Morgan Stanley Experience November 2013 - February 2015
Job Vice President at JPMorgan Chase & Co.
Industry Investment Management
Experience
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

Edward Phillips Edward Phillips Denver, Colorado Details
Edward Phillips's Morgan Stanley Experience April 2010 - March 2013
Job Internal Wholesaler at Transamercia Retirement Solutions
Industry Financial Services
Experience
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

John Mark Warren John Mark Warren Albuquerque, New Mexico Details
John Mark Warren's Morgan Stanley Experience May 2012 - February 2014
Job Warren, Inc.
Industry Oil & Energy
Experience
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

Jason D. Crosby Jason D. Crosby Greater New York City Area Details
Jason D. Crosby's Morgan Stanley Experience January 2009 - June 2012
Job Managing Director at Bank of America
Industry Banking
Experience
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

Joe Nugent Joe Nugent Greater New York City Area Details
Joe Nugent's Morgan Stanley Experience January 1996 - February 2003
Job SVP at Jefferies & Company
Industry Financial Services
Experience
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

Brian Cade Brian Cade Anchorage, Alaska Area Details
Brian Cade's Morgan Stanley Experience January 2005 - February 2007
Job Financial Advisor at VALIC
Industry Financial Services
Experience
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

Kimberly Heldman Kimberly Heldman Tuscaloosa, Alabama Area Details
Kimberly Heldman's Morgan Stanley Experience March 2013 - May 2013
Job Install Coordinator & Customer Service Representative at ProGreen International
Industry Marketing and Advertising
Experience
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

Zach Ferguson Zach Ferguson Portland, Oregon Area Details
Zach Ferguson's Morgan Stanley Experience January 2013 - May 2013
Job Analyst at Fisher Investments
Industry Financial Services
Experience
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

Zachary Ashbee Zachary Ashbee Mobile, Alabama Area Details
Zachary Ashbee's Morgan Stanley Experience October 1999 - May 2012
Job First Vice President Investments / Sr. PIM Portfolio Manager The Ashbee Group of Wells Fargo Advisors LLC
Industry Investment Management
Experience
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

Jason Schrimsher, CFP® Jason Schrimsher, CFP® Huntsville, Alabama Area Details
Jason Schrimsher, CFP®'s Morgan Stanley Experience May 1999 - January 2009
Job Financial Advisor/Branch Manager at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services  January 2009 - Present
Morgan Stanley   May 1999 - January 2009

Education
University of Alabama in Huntsville
BSBA, Marketing

Gregory Oates Gregory Oates San Francisco Bay Area Details
Gregory Oates's Morgan Stanley Experience August 2015 - Present
Job Assistant Vice President, Business Service Manager at Morgan Stanley Wealth Management
Industry Financial Services
Experience
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

Bill Attinger Bill Attinger Lake Mary, Florida Details
Bill Attinger's Morgan Stanley Experience June 1991 - August 1994
Job CEO of ActSeed. Specialist in Startups and Small Business Performance
Industry Venture Capital & Private Equity
Experience
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

David Darwish, CFP® David Darwish, CFP® Naples, Florida Details
David Darwish, CFP®'s Morgan Stanley Experience October 2000 - February 2005
Job Senior Financial Advisor at HBKS Wealth Advisors
Industry Financial Services
Experience
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

Chanley Bell Chanley Bell Tuscaloosa, Alabama Details
Chanley Bell's Morgan Stanley Experience August 2013 - January 2014
Job Master of Science in Finance Graduate Student, The University of Alabama
Industry Financial Services
Experience
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

Aaron Broad, CFA Aaron Broad, CFA Nashville, Tennessee Details
Aaron Broad, CFA's Morgan Stanley Experience August 1995 - April 1997
Job
Industry Hospital & Health Care
Experience
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

Michelle Bishop Hanrahan Michelle Bishop Hanrahan Boca Raton, Florida Details
Michelle Bishop Hanrahan's Morgan Stanley Experience 1988 - 1998
Job at
Industry Veterinary
Experience
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

Craig Stanley Craig Stanley Greater Nashville Area Details
Craig Stanley's Morgan Stanley Experience September 1998 - August 2001
Job VP at TSH, Inc.
Industry Transportation/Trucking/Railroad
Experience
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

Caitlin DiSalvo Caitlin DiSalvo Baltimore, Maryland Details
Caitlin DiSalvo's Morgan Stanley Experience February 2013 - Present
Job Administrative Coordinator at Morgan Stanley
Industry Financial Services
Experience
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

Harris Carter Harris Carter Greater New York City Area Details
Harris Carter's Morgan Stanley Experience March 1999 - March 2002
Job Military
Industry Military
Experience
Military  May 1987 - Present
Airbus Military  January 1987 - December 2002
Morgan Stanley   March 1999 - March 2002

Education
University of Advancing Technology

Jon Diat Jon Diat Greater New York City Area Details
Jon Diat's Morgan Stanley Experience July 1996 - December 1999
Job Head of External Communications at AIG
Industry Financial Services
Experience
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

Michael Eastwood Michael Eastwood Greater New York City Area Details
Michael Eastwood's Morgan Stanley Experience January 2011 - September 2012
Job Director Of Americas Equity Research at Jefferies & Company
Industry Research
Experience
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)

Tyler Hohbach Tyler Hohbach Tuscaloosa, Alabama Details
Tyler Hohbach's Morgan Stanley Experience June 2015 - August 2015
Job Director of Finance, The SOURCE Board of Governors
Industry Financial Services
Experience
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

Garrett Alton, ChFC, CLU Garrett Alton, ChFC, CLU Greater Philadelphia Area Details
Garrett Alton, ChFC, CLU's Morgan Stanley Experience 1999 - 2004
Job Managing Director BNY Mellon Wealth Management
Industry Investment Management
Experience
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

Lori Beth McAlpin Lori Beth McAlpin Birmingham, Alabama Area Details
Lori Beth McAlpin's Morgan Stanley Experience February 2015 - Present
Job Client Service Associate at Morgan Stanley
Industry Financial Services
Experience
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

Stacey Jernigan Stacey Jernigan Helena, Alabama Details
Stacey Jernigan's Morgan Stanley Experience April 2007 - July 2012
Job Outsourcing Statements, Custom Printing, Merchant Payment Services
Industry Consumer Services
Experience
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

Adrian Do Adrian Do Tuscaloosa, Alabama Details
Adrian Do's Morgan Stanley Experience June 2013 - August 2013
Job Intern at Robert W. Baird & Co.
Industry Investment Management
Experience
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

Erik Abrams Erik Abrams Greater New York City Area Details
Erik Abrams's Morgan Stanley Experience August 2001 - October 2004
Job Supervisory Accountant, AIG
Industry Insurance
Experience
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

Jason Lew Jason Lew Greater New York City Area Details
Jason Lew's Morgan Stanley Experience January 2012 - January 2013
Job Associate at Goldman Sachs
Industry Financial Services
Experience
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

Wells Scott Wells Scott Greater Memphis Area Details
Wells Scott's Morgan Stanley Experience June 2014 - August 2014
Job Accounting and Reporting Analyst at ServiceMaster
Industry Accounting
Experience
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

Bill Bazzel Jr. Bill Bazzel Jr. Atlanta, Georgia Details
Bill Bazzel Jr.'s Morgan Stanley Experience August 2011 - April 2012
Job Junior Golf Specialist at U.S. Kids Golf
Industry Sports
Experience
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

Allison Thomas Allison Thomas Anchorage, Alaska Details
Allison Thomas's Morgan Stanley Experience July 2010 - June 2011
Job Financial Analyst, Capital Reporting and Forecasting
Industry Financial Services
Experience
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)

Osric Grant Osric Grant Greater Atlanta Area Details
Osric Grant's Morgan Stanley Experience February 2008 - October 2008
Job Financial Advisor, Majestic Wealth Group
Industry Financial Services
Experience
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

Brandon Pilot Brandon Pilot New York, New York Details
Brandon Pilot's Morgan Stanley Experience June 2011 - July 2011
Job Analyst at Bienville Capital
Industry Financial Services
Experience
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

Pat O'Keeffe Pat O'Keeffe Los Angeles, California Details
Pat O'Keeffe's Morgan Stanley Experience June 1994 - June 1996
Job Head of Equity Capital Markets at Empyrean Capital Partners
Industry Financial Services
Experience
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)

Stacey Rosen Stacey Rosen Greater New York City Area Details
Stacey Rosen's Morgan Stanley Experience September 2013 - Present
Job Technology Business Development at Morgan Stanley
Industry Financial Services
Experience
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

Vince Webb, FRM Vince Webb, FRM Birmingham, Alabama Details
Vince Webb, FRM's Morgan Stanley Experience July 2004 - August 2004
Job Managing Director at Bryant Bank Capital Markets
Industry Banking
Experience
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

Steven Cervino Steven Cervino New York, New York Details
Steven Cervino's Morgan Stanley Experience June 2012 - February 2014
Job Portfolio Management Analyst at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
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

Ronald Winesette Ronald Winesette Birmingham, Alabama Details
Ronald Winesette's Morgan Stanley Experience January 2001 - July 2002
Job Branch Retail Manager, RENASANT BANK
Industry Banking
Experience
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

James Kindregan James Kindregan Greater New York City Area Details
James Kindregan's Morgan Stanley Experience July 2010 - July 2013
Job Senior Market Data Engineer at Sun Trading LLC
Industry Capital Markets
Experience
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

Gilbert Gray Gilbert Gray Greater New York City Area Details
Gilbert Gray's Morgan Stanley Experience September 2003 - May 2006
Job Customer Care Supervisor at Xerox
Industry Financial Services
Experience
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

Kimberly Anthony Kimberly Anthony Birmingham, Alabama Area Details
Kimberly Anthony's Morgan Stanley Experience 1995 - 2002
Job Broker/Owner Platinum Realty
Industry Real Estate
Experience
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

Janelle Provo Janelle Provo Buffalo/Niagara, New York Area Details
Janelle Provo's Morgan Stanley Experience June 2010 - March 2012
Job Data Collection Product Manager at Tax Technologies, Inc.
Industry Accounting
Experience
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

Joe Gaudet Joe Gaudet Greater New York City Area Details
Joe Gaudet's Morgan Stanley Experience June 2012 - August 2012
Job Marketing Analyst at Rockefeller & Co.
Industry Financial Services
Experience
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

Aongus Fadden Aongus Fadden Rockville, Maryland Details
Aongus Fadden's Morgan Stanley Experience 2012 - Present
Job Sr. Client Service Associate at Morgan Stanley
Industry Financial Services
Experience
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

Jean Christopher Rosario Jean Christopher Rosario Greater New York City Area Details
Jean Christopher Rosario's Morgan Stanley Experience September 2012 - May 2013
Job Program Manager, Global Compliance Management Intelligence at HSBC
Industry Banking
Experience
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

Jaren Hayes Jaren Hayes Birmingham, Alabama Details
Jaren Hayes's Morgan Stanley Experience August 2008 - February 2009
Job Municipal Bond Portfolio Manager at Regions Financial Corporation
Industry Investment Management
Experience
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

Leslie Meyer, CTP Leslie Meyer, CTP United States Details
Leslie Meyer, CTP's Morgan Stanley Experience August 2006 - April 2010
Job Senior Treasury Analyst at AGL Resources
Industry Utilities
Experience
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

Satish Shikhare Satish Shikhare Greater New York City Area Details
Satish Shikhare's Morgan Stanley Experience March 2014 - Present
Job Morgan Stanley
Industry Financial Services
Experience
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

Josh Seward Josh Seward New York, New York Details
Josh Seward's Morgan Stanley Experience June 2013 - August 2013
Job FSR Associate at PwC
Industry Accounting
Experience
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

Christopher M. Noga Christopher M. Noga Chicago, Illinois Details
Christopher M. Noga's Morgan Stanley Experience 1997 - 1998
Job Experienced Complex Solutions Sales Evangelist, armed with the Challenger selling model.
Industry Computer Software
Experience
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

Lesli Chin Lesli Chin Greater New York City Area Details
Lesli Chin's Morgan Stanley Experience November 2009 - March 2010
Job
Industry Events Services
Experience
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

Gerard Frewen Gerard Frewen New York, New York Details
Gerard Frewen's Morgan Stanley Experience 2000 - 2012
Job Product Manager at Bloomberg LP
Industry Banking
Experience
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

Larry Posses Larry Posses Buffalo/Niagara, New York Area Details
Larry Posses's Morgan Stanley Experience 2007 - 2007
Job Information Technology and Services Professional
Industry Banking
Experience
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

Nicole Rutter-Altschul Nicole Rutter-Altschul Greater New York City Area Details
Nicole Rutter-Altschul's Morgan Stanley Experience 1990 - 2000
Job Senior Client Development Executive, Global Accounts at Iron Mountain
Industry Marketing and Advertising
Experience
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

Schuyler Quackenbush Schuyler Quackenbush Greater Atlanta Area Details
Schuyler Quackenbush's Morgan Stanley Experience Financial AnalystUPS2001 - 2003
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley   Financial AnalystUPS2001 - 2003

Education
University of Alabama   1996 — 2000

Kenneth M. Chan Kenneth M. Chan New York, New York Details
Kenneth M. Chan's Morgan Stanley Experience April 2015 - Present
Job Alternative Investment Services Investor Relations
Industry Financial Services
Experience
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

Jeff Girsky Jeff Girsky Greater New York City Area Details
Jeff Girsky's Morgan Stanley Experience November 1993 - Present
Job VP at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley   November 1993 - Present

Education
University at Buffalo   1986 — 1990

Leigh Braun Leigh Braun Greater New York City Area Details
Leigh Braun's Morgan Stanley Experience August 1997 - June 2012
Job SVP, Head of Human Resources at Priority Payment Systems
Industry Human Resources
Experience
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

Jose Betances Jose Betances Greater New York City Area Details
Jose Betances's Morgan Stanley Experience 2013 - 2014
Job Senior .Net Developer at Soros Financial Management
Industry Computer Software
Experience
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

Shelly Brand Shelly Brand Birmingham, Alabama Area Details
Shelly Brand's Morgan Stanley Experience November 2007 - Present
Job Client Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley   November 2007 - Present

Education
University of Alabama   2004 — 2006

Michele Mattison Michele Mattison Greater New York City Area Details
Michele Mattison's Morgan Stanley Experience May 2000 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
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

Sean Gibson Sean Gibson New York, New York Details
Sean Gibson's Morgan Stanley Experience June 2003 - June 2008
Job Structured Products Mitsubishi UFJ Securities
Industry Banking
Experience
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

Hunter Williams Hunter Williams San Francisco Bay Area Details
Hunter Williams's Morgan Stanley Experience 2005 - 2005
Job Support at Digit
Industry Computer Software
Experience
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

Rina Aligaen Rina Aligaen Greater New York City Area Details
Rina Aligaen's Morgan Stanley Experience March 2004 - January 2006
Job Assistant Vice President, DCIO Retirement Marketing, OppenheimerFunds
Industry Financial Services
Experience
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

Jon Latifi Jon Latifi Greater New York City Area Details
Jon Latifi's Morgan Stanley Experience 2006 - 2008
Job Head of Technology at Field Street Capital Management
Industry Financial Services
Experience
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

Kristi Prince Kristi Prince San Francisco Bay Area Details
Kristi Prince's Morgan Stanley Experience August 2002 - Present
Job Assoc Wealth Advisor at Morgan Stanley
Industry Financial Services
Experience
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

Thomas Burrows Thomas Burrows Greater New York City Area Details
Thomas Burrows's Morgan Stanley Experience February 1994 - March 2010
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
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

Kathi Nazario Kathi Nazario Greater New York City Area Details
Kathi Nazario's Morgan Stanley Experience May 2011 - Present
Job Program Coordinator for Wealth Management Firm
Industry Financial Services
Experience
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

Marjorie Marks Marjorie Marks Greater New York City Area Details
Marjorie Marks's Morgan Stanley Experience May 2006 - Present
Job Business Analyst at Morgan Stanley
Industry Financial Services
Experience
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

David Misiorski David Misiorski Hartford, Connecticut Area Details
David Misiorski's Morgan Stanley Experience October 2000 - October 2002
Job New Business Director, MassMutual Retirement Services
Industry Financial Services
Experience
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

Valerie Dorinson Valerie Dorinson Greater New York City Area Details
Valerie Dorinson's Morgan Stanley Experience August 1999 - December 2000
Job Sales Manager at Axis Promotions
Industry Marketing and Advertising
Experience
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

Jerry Shi Jerry Shi Greater New York City Area Details
Jerry Shi's Morgan Stanley Experience November 2009 - March 2013
Job Executive Director at JPMorgan Chase
Industry Banking
Experience
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

Mark N. Lindblom Mark N. Lindblom West Palm Beach, Florida Details
Mark N. Lindblom's Morgan Stanley Experience December 1991 - June 2004
Job Independent Portfolio Consultants
Industry Investment Management
Experience
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

Clare McTernan Clare McTernan Greater Los Angeles Area Details
Clare McTernan's Morgan Stanley Experience September 1989 - July 1992
Job Realtor at Keller William Encino/Sherman Oaks
Industry Real Estate
Experience
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

Christopher K. Lutzel Christopher K. Lutzel Phoenix, Arizona Area Details
Christopher K. Lutzel's Morgan Stanley Experience May 1999 - April 2002
Job Financial Advisor at Grand Canyon Planning Associates
Industry Financial Services
Experience
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

Steve Weissman Steve Weissman Greater New York City Area Details
Steve Weissman's Morgan Stanley Experience June 2000 - May 2008
Job Vice President Team Manager, Private Wealth Management at Morgan Stanley
Industry Financial Services
Experience
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

John Brixius John Brixius Greater New York City Area Details
John Brixius's Morgan Stanley Experience 1999 - 1999
Job Business Transformation and StartUp Leader/Advisor
Industry Management Consulting
Experience
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

Christian Deykes Christian Deykes Anchorage, Alaska Details
Christian Deykes's Morgan Stanley Experience December 2011 - Present
Job Registered Assciate
Industry Financial Services
Experience
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

David Lamb David Lamb Greater New York City Area Details
David Lamb's Morgan Stanley Experience July 2004 - October 2014
Job Managing Director at State Street
Industry Financial Services
Experience
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

William Tugurian William Tugurian Greater Los Angeles Area Details
William Tugurian's Morgan Stanley Experience March 2008 - August 2010
Job Principal at The Blackstone Group
Industry Financial Services
Experience
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

Schuyler Quackenbush Schuyler Quackenbush Greater Atlanta Area Details
Schuyler Quackenbush's Morgan Stanley Experience 2003 - 2008
Job Senior Vice President, Portfolio Manager at Merrill Lynch
Industry Financial Services
Experience
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

Jeffrey Johnson, CIMA® Jeffrey Johnson, CIMA® Lincoln, Nebraska Area Details
Jeffrey Johnson, CIMA®'s Morgan Stanley Experience January 2004 - December 2008
Job Investment Associate at UBS
Industry Financial Services
Experience
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

Darragh Brett Darragh Brett New York, New York Details
Darragh Brett's Morgan Stanley Experience January 2014 - Present
Job Senior Manager at Morgan Stanley
Industry Banking
Experience
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

Declan Brosnan Declan Brosnan Greater New York City Area Details
Declan Brosnan's Morgan Stanley Experience 2006 - February 2012
Job Director at Credit Suisse
Industry Financial Services
Experience
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

Ken Chau Ken Chau Greater New York City Area Details
Ken Chau's Morgan Stanley Experience February 1998 - February 2015
Job Executive Director IT
Industry Financial Services
Experience
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

Chunhao Xu Chunhao Xu New York, New York Details
Chunhao Xu's Morgan Stanley Experience November 2013 - August 2014
Job Advisory Manager at PwC CAMS, Data and Statistical Analysis, Advanced SAS, SQL Skill, in AML and Risk Compliance
Industry Financial Services
Experience
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

Kimberly Key, J.D. Kimberly Key, J.D. Birmingham, Alabama Area Details
Kimberly Key, J.D.'s Morgan Stanley Experience January 2013 - May 2015
Job Consumer Lending Quality Assurance Manager at Regions Financial
Industry Financial Services
Experience
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

J. Michael Kimbrell J. Michael Kimbrell Birmingham, Alabama Area Details
J. Michael Kimbrell's Morgan Stanley Experience January 1998 - February 2000
Job EVP, Director of Branch Development at Jeffrey Matthews Financial
Industry Financial Services
Experience
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

James McFarland James McFarland Greater New York City Area Details
James McFarland's Morgan Stanley Experience 2004 - 2013
Job Managing Director Global Markets BNY Mellon
Industry Financial Services
Experience
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

Ragland Mackin Ragland Mackin Greater New York City Area Details
Ragland Mackin's Morgan Stanley Experience December 2013 - Present
Job Recruiting Coordinator at Morgan Stanley
Industry Marketing and Advertising
Experience
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

Allen Bailey Allen Bailey Mobile, Alabama Area Details
Allen Bailey's Morgan Stanley Experience December 1983 - December 2004
Job Retired
Industry Financial Services
Experience
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

Eileen Forde Eileen Forde Greater New York City Area Details
Eileen Forde's Morgan Stanley Experience August 2006 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley   August 2006 - Present

Education
University College Cork   2001 — 2005
BSc, Business Information Systems

Amanda Michels Amanda Michels New York, New York Details
Amanda Michels's Morgan Stanley Experience 2000 - 2003
Job Math Teacher at Trinity School
Industry Education Management
Experience
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

Deborah Foley-Feeley Deborah Foley-Feeley San Francisco Bay Area Details
Deborah Foley-Feeley's Morgan Stanley Experience 2000 - 2006
Job Chartered Accountant
Industry Banking
Experience
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.)

Darragh Dempsey Darragh Dempsey Greater New York City Area Details
Darragh Dempsey's Morgan Stanley Experience January 2015 - Present
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley   January 2015 - Present
Morgan Stanley   January 2010 - December 2014

Education
University College Cork   1994 — 1998
Bachelor of Commerce (BCom)

William J. Monroe III William J. Monroe III Daytona Beach, Florida Details
William J. Monroe III's Morgan Stanley Experience 2010 - 2010
Job Owner/General Manager at Houseware Warehouse LLC
Industry Wholesale
Experience
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

Ty Schommer Ty Schommer Anchorage, Alaska Details
Ty Schommer's Morgan Stanley Experience November 1994 - May 2006
Job portfolio manager at Arbor Capital Management
Industry Investment Management
Experience
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

Jeanne McPartland Jeanne McPartland Jackson, New Jersey Details
Jeanne McPartland's Morgan Stanley Experience November 1983 - March 2003
Job Financial Services Professional
Industry Financial Services
Experience
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

Craig Edgar Craig Edgar Summit, New Jersey Details
Craig Edgar's Morgan Stanley Experience 2001 - September 2014
Job Managing Director Group Head Americas Power & Renewable Energy at UBS Investment Bank
Industry Financial Services
Experience
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

Mark Sandbach Mark Sandbach Louisville, Kentucky Area Details
Mark Sandbach's Morgan Stanley Experience 2001 - 2008
Job First Vice President, Wealth Manager Morgan Stanley
Industry Financial Services
Experience
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

Niki Tam Niki Tam Woodside, New York Details
Niki Tam's Morgan Stanley Experience June 2014 - Present
Job Compensation AnalysisAVP at Credit Suisse
Industry Banking
Experience
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

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