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
Anny C. Anny C. Greater Los Angeles Area Details
Anny C.'s Morgan Stanley Experience January 2014 - Present
Job Professional at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley   January 2014 - Present
Union Bank  October 2012 - December 2013
UBS  April 2011 - October 2012
Wells Fargo Bank  February 2010 - March 2011

Skills
Banking, Financial Services, Leadership, Investments, Portfolio Management

Education
University of California, Berkeley
BA, Economics

Mohammad Mehrabani Mohammad Mehrabani New York, New York Details
Mohammad Mehrabani's Morgan Stanley Experience June 2008 - August 2008
Job Director Strategic Patterning at L Brands
Industry Apparel & Fashion
Experience
L Brands  September 2014 - Present
Le Petit Monster   April 2012 - Present
SYPartners  February 2014 - August 2014
The Boston Consulting Group  March 2012 - February 2014
City of New York  July 2012 - August 2013
The Boston Consulting Group  December 2009 - February 2012
Nova Global   September 2009 - November 2009
U Ventures   June 2009 - August 2009
Morgan Stanley   June 2008 - August 2008
Lloyd's of London  May 2007 - August 2007

Education
The University of Calgary   2005 — 2009
Bachelor's degree, Commerce

Yuriy Shkolnikov Yuriy Shkolnikov Calgary, Canada Area Details
Yuriy Shkolnikov's Morgan Stanley Experience October 2001 - November 2002
Job President at Optimal Selection Ltd.
Industry Investment Banking
Experience
Optimal Selection Ltd.   June 2014 - Present
Numerix LLC  December 2006 - May 2014
Penson Financial Services  May 2006 - December 2006
Millennium Partners  December 2002 - May 2006
Morgan Stanley   October 2001 - November 2002
Nortel Networks  January 2001 - October 2001
IBM  November 1999 - February 2001
Aspen Technology  December 1996 - May 1999
Axia Multimedia Corp.   December 1995 - December 1996
Institute of Botany, Ukr.Nat.Acad.Sci.   December 1991 - September 1995

Skills
Quantitative Investing, Quantitative Finance, Stochastic Calculus, Monte Carlo Simulation, Financial Engineering, Credit Derivatives, Quantitative Analytics, Market Risk, Equity Derivatives, Fixed Income, Derivatives, Structured Products, FX Options, Options, Time Series Analysis, Trading Systems, Volatility, Algorithmic Trading and..., Commodity Options, Index Options, Portfolio Optimization, Statistical Forecasting, Optimal Control, Stochastic Optimal..., Dynamic Programming, Discrete Optimization, Graph Theory, Computational Complexity, Qualitative PDE, Dynamical Systems, Differential Geometry, Algebraic and..., Topology of Manifolds, Low-dimensional Topology, Trading Strategies, Credit Risk, Bloomberg, Interest Rate..., Commodity, Exotic Derivatives, Trading, Forecasting, Swaps, Statistical Arbitrage

Education
The University of Calgary   1998 — 1999
PIMS Industrial Post-doctorate, Topology; Mathematical Finance.

Institute of Mathematics, Ukrainian National Academy of Science   1986 — 1991
PhD, Mathematics

Kiev University   1981 — 1986
MS, Mathematics, With Excellence

Thomas Christopher Thomas Christopher San Francisco Bay Area Details
Thomas Christopher's Morgan Stanley Experience 2003 - 2004
Job Owner at Law Offices of Thomas V. Christopher
Industry Law Practice
Experience
Law Offices of Thomas V. Christopher   March 2014 - Present
Skadden Arps  2004 - October 2013
Morgan Stanley   2003 - 2004

Skills
Litigation, Securities Litigation, Class Actions, Commercial Litigation, Appeals, Intellectual Property, Civil Litigation, Legal Research, Securities Regulation, Legal Writing, Bankruptcy, Trade Secrets, Employment Law, Trademarks, Trials

Education
University of California, Berkeley   1993 — 1996
Doctor of Law (J.D.), Law

Alberto Pagan-Matos, CFA Alberto Pagan-Matos, CFA Key Biscayne, Florida Details
Alberto Pagan-Matos, CFA's Morgan Stanley Experience August 1998 - March 2009
Job Managing Director at Glovista Investments LLC
Industry Investment Management
Experience
Glovista Investments LLC  April 2014 - Present
Consultiva Internacional   March 2009 - March 2014
Morgan Stanley   August 1998 - March 2009

Skills
Global Asset Allocation, Growing Income..., Emerging Markets..., Investments, Equities, Wealth Management, Emerging Markets, Investment Strategies, Finance, Financial Services, Economics, Alternative Investments, Fixed Income, Pension Funds, Asset Management, Investment Advisory, Mutual Funds, Portfolio Management, Series 7, Hedge Funds, Investment Management, Retirement Planning, Bonds, Asset Allocation, Capital Markets, ETFs

Education
University of California, Berkeley   1990 — 1992
Master of Business Administration (M.B.A.), International Finance

University of Massachusetts, Amherst   1983 — 1987
Bachelor of Business Administration (BBA), Economics

Joseph Reyes Joseph Reyes Los Angeles, California Details
Joseph Reyes's Morgan Stanley Experience 2004 - 2005
Job Project Manager at Accenture
Industry Management Consulting
Experience
Accenture  March 2007 - Present
Warner Bros  2011 - 2012
CalPERS  2008 - 2010
CalPERS  2008 - 2010
NAI Global  2005 - 2006
Morgan Stanley   2004 - 2005

Skills
Microsoft Office, Agile Methodologies, Agile Project Management, Business Process..., Program Management, Management Consulting, HP Quality Center, Requirements Analysis, Agile & Waterfall..., Project Management, Project Delivery, Test Management, Service Delivery..., System Testing, End-to-end Testing, Large Scale Deployments, Test Planning, Test Execution, Requirements Gathering, Business Process Design, SDLC

Education
University of California, Berkeley, Haas School of Business   2004 — 2006
Bachelor's Degree, Business Administration and Management, General

University of California, Berkeley   2002 — 2004
Bachelor's Degree, Economics

Yang Nan Yang Nan Berkeley, California Details
Yang Nan's Morgan Stanley Experience June 2013 - August 2013
Job Financial Analyst at Facebook
Industry Capital Markets
Experience
Facebook  July 2014 - Present
Learnyard   October 2013 - Present
Morgan Stanley   June 2013 - August 2013
China International Capital Corporation  December 2012 - January 2013
DBS Bank  June 2012 - August 2012

Skills
Research, Microsoft Excel, PowerPoint, Finance, Visio, Entrepreneurship, Accounting, Sales, Banking, Microsoft Office, Microsoft Word, Financial Analysis, Financial Modeling, Economics, Public Speaking

Education
University of California, Berkeley   2011 — 2014
Bachelor of Science (BS), Economics

University of California, Berkeley   2011 — 2014
Bachelor of Business Administration (BBA), Finance, General

national junior college   2007 — 2008

Albert (Z.) Shay Albert (Z.) Shay San Francisco, California Details
Albert (Z.) Shay's Morgan Stanley Experience January 2010 - March 2010
Job Audit Associate at Ernst & Young
Industry Financial Services
Experience
Ernst & Young LLP  September 2014 - Present
Genentech, Inc.   September 2013 - January 2014
Morgan Stanley   January 2010 - March 2010

Skills
Financial Analysis, Microsoft Excel, Financial Accounting, Financial Modeling, Finance, Asset Management, Valuations, Corporate Finance, Financial Services, Microsoft Word

Education
University of California, Berkeley   2012 — 2013
Professional Certificate in Accounting, with Distiniction

University of California, Berkeley   2007 — 2011
Bachelor's Degree, Political Economics / Business Administration

Jesse Barnes Jesse Barnes San Francisco Bay Area Details
Jesse Barnes's Morgan Stanley Experience August 2015 - Present
Job Senior Business Development Intern at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley   August 2015 - Present
Parker/ Etna house   July 2013 - Present
Morgan Stanley   June 2015 - August 2015
UC Berkeley  April 2013 - June 2015
Long Ravine Resort   May 2009 - July 2011

Skills
Multi Tasking, Call Centers, Train New Employees, Negotiation, Management, Leadership, Training, Annual Fund, Team Building, Coaching, Donor Solicitation, Interviews, Alumni Relations, Employee Training, Leadership Development, Public Speaking, Microsoft Office, Microsoft Excel, PowerPoint, Social Media, Customer Service

Education
University of California, Berkeley   2012 — 2016
Political Science, Comparative Politics, Junior

Colfax High School   2008 — 2012
High School Diploma

C. Daniel Ewell C. Daniel Ewell Los Angeles, California Details
C. Daniel Ewell's Morgan Stanley Experience January 1997 - Present
Job Chairman of Western Region Investment Banking, Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley   January 1997 - Present
The Music Center Foundation   November 2003 - Present
The Morgan Stanley Foundation   March 2012 - Present
Saint John's Health Center  November 2010 - November 2012
The John Thomas Dye School  June 2002 - June 2011
The Los Angeles Philharmonic   March 1999 - September 2009
Morgan Stanley   January 1994 - December 1996
Morgan Stanley   January 1991 - December 1993
Morgan Stanley   August 1987 - December 1990

Education
Yale Law School   1983 — 1987
Juris Doctor (J.D.)

Yale University - Yale School of Management   1984 — 1987
Master of Business Administration (M.B.A.)

University of California, Berkeley   1978 — 1982
Bachelor's Degree

P Todd Lyon P Todd Lyon Ross, California Details
P Todd Lyon's Morgan Stanley Experience January 1983 - November 2008
Job Partner & Managing Director at HighTower
Industry Financial Services
Experience
Lyon Wealth Management at HighTower Advisors, LLC.   October 2008 - Present
Morgan Stanley   January 1983 - November 2008
Morgan Stanley   1983 - 2008

Skills
Portfolio Management, Series 7, Asset Management, Securities, Equities, Financial Services, Alternative Investments, Investments, Fixed Income, Asset Allocation

Education
University of California, Berkeley   1977 — 1982
Bachelor's degree, Political Science

Franklin Yin Franklin Yin San Francisco Bay Area Details
Franklin Yin's Morgan Stanley Experience June 2015 - August 2015
Job Student at UC Berkeley
Industry Financial Services
Experience
Morgan Stanley   June 2015 - August 2015
Spanos Barber Jesse & Co.   May 2014 - July 2014
Berkeley Investment Group  April 2013 - April 2014
Crosslink Capital  February 2013 - December 2013
Berkeley Investment Group  December 2012 - April 2013
Berkeley Investment Group  September 2012 - December 2012
Venture Strategy Solutions  September 2012 - December 2012

Skills
Microsoft Excel, Financial Modeling, Equity Research, Java, Python, Valuation, Photoshop, Equities, Bloomberg

Education
UC Berkeley   2012 — 2016
Bachelor of Arts (B.A.), Applied Mathematics

Ryan Killam Ryan Killam Vancouver, Canada Area Details
Ryan Killam's Morgan Stanley Experience February 2010 - Present
Job Executive Director at Morgan Stanley
Industry Oil & Energy
Experience
Morgan Stanley   February 2010 - Present
Powerex  February 2003 - January 2010

Education
University of Calgary

Laurence Walters Laurence Walters Oakland, California Details
Laurence Walters's Morgan Stanley Experience 2005 - 2006
Job Project Manager Consumer Marketing at Kaiser Permanente
Industry Marketing and Advertising
Experience
Kaiser Permanente  March 2015 - Present
Kaiser Permanente  November 2013 - February 2015
Turnpike Digital   January 2013 - December 2014
Cedar Brook Ranch   2009 - 2013
Bullivant Houser Bailey  2008 - 2009
Union Bank  2006 - 2008
Morgan Stanley   2005 - 2006
Ensemble Networks   2001 - 2001
RealNetworks  2000 - 2000

Skills
Customer Relations, Competitive Analysis, Marketing Strategy, Business Development, Customer Service, Strategic Planning, Marketing, Market Planning, Marketing Communications, Leadership, Strategy, Business Planning, Corporate Communications, Contract Negotiation, CRM, Entrepreneurship, New Business Development, E-commerce, Public Relations, Management, Project Management, Social Media, Market Research, Event Management, Program Management, Sales, Market Analysis, Strategic Communications, Sales Management, Media Relations, Product Marketing, Strategic Partnerships, Integrated Marketing

Education
University of Washington, Michael G. Foster School of Business   1999 — 2001
MBA, Marketing/Management

University of California, Berkeley   1985 — 1988
BA, History

Cindy Wu Cindy Wu San Francisco, California Details
Cindy Wu's Morgan Stanley Experience April 2013 - July 2013
Job Intern at Morgan Stanley
Industry Investment Banking
Experience
Fenox Venture Capital  January 2014 - Present
Morgan Stanley   April 2013 - July 2013
Morgan Stanley   June 2012 - August 2012
Ogilvy & Mather  June 2011 - August 2011

Skills
Valuation, Marketing Strategy, financial modeling &..., Due Diligence, Investment Strategies, Direct Client..., Mergers & Acquisitions, Financial Analysis

Education
University of Michigan   2010 — 2014

University of California, Berkeley

Alex C. Park Alex C. Park San Francisco Bay Area Details
Alex C. Park's Morgan Stanley Experience May 2014 - August 2014
Job Student at University of California, Berkeley
Industry Financial Services
Experience
Deloitte  June 2015 - August 2015
Cypress Point Capital Management, LLC   July 2014 - February 2015
Morgan Stanley   May 2014 - August 2014
Merrill Lynch  August 2013 - December 2013
The Student Advocate's Office  February 2013 - October 2013
Olaunch   June 2013 - August 2013
Haas School of Business  March 2013 - May 2013
Deloitte  September 2012 - May 2013
Associated Students of the University of California  September 2012 - April 2013
University of Michigan  June 2011 - August 2011

Skills
Public Speaking, Entrepreneurship, Fundraising, Investment Banking, Financial Modeling, Financial Analysis, Valuation, Social Media, Research, Corporate Finance, Social Networking, Microsoft Office, Data Analysis, Social Media Marketing, Start-ups, Business Strategy, Marketing Strategy, SEO, CRM, Event Planning

Education
University of California, Berkeley, Haas School of Business   2014 — 2016
B.S. Business Administration

University of California, Berkeley   2012 — 2016
B.S. Business Administration

Henry (Hank) Wagner Henry (Hank) Wagner San Francisco Bay Area Details
Henry (Hank) Wagner's Morgan Stanley Experience September 1979 - November 2005
Job Senior Vice President Wealth Management / Senior Portfolio Manager
Industry Financial Services
Experience
UBS  April 2011 - Present
Sterne Agee  November 2005 - April 2011
Morgan Stanley   September 1979 - November 2005

Education
University of California, Berkeley   1974 — 1978
AB, Political Economics

Anish Agrawal Anish Agrawal San Francisco Bay Area Details
Anish Agrawal's Morgan Stanley Experience June 2013 - August 2013
Job Technology M&A Analyst at The Blackstone Group
Industry Investment Banking
Experience
The Blackstone Group  June 2014 - Present
Morgan Stanley   June 2013 - August 2013
University of California, Berkeley, Haas School of Business   August 2012 - May 2013
Morgan Joseph TriArtisan LLC  August 2012 - December 2012

Skills
Valuation, Economics, Financial Modeling, Financial Analysis, Microsoft Office, PowerPoint, Investment Banking, Corporate Finance, Microsoft Excel, Mergers & Acquisitions, Data Analysis

Education
University of California, Berkeley   2010 — 2014

Nick Mortazavi Nick Mortazavi San Francisco Bay Area Details
Nick Mortazavi's Morgan Stanley Experience September 2011 - December 2011
Job Growth at Postmates
Industry Internet
Experience
Postmates  January 2015 - Present
NetApp  September 2013 - January 2015
Thuuz  September 2012 - December 2012
Haas School of Business  June 2010 - December 2012
Wells Fargo  May 2012 - August 2012
Morgan Stanley   September 2011 - December 2011
EchoFirst Inc. (formerly PVT Solar)   October 2010 - January 2011

Skills
Economics, Data Analysis, Financial Modeling, R, Microsoft Excel, Capital IQ, Spanish, Market Research, PowerPoint, Public Speaking, Investments, Statistical Modeling, Microsoft Office, Financial Analysis, Equity Research, SQL

Education
University of California, Berkeley   2009 — 2013
B.A., Economics, Minor in Political Economy

Erica Yiwei Chen Erica Yiwei Chen San Francisco Bay Area Details
Erica Yiwei Chen's Morgan Stanley Experience January 2014 - March 2014
Job Assurance Associate at PwC
Industry Accounting
Experience
PwC  September 2015 - Present
Morgan Stanley   January 2014 - March 2014
UC Davis Department of Economics   January 2013 - December 2013
PwC  July 2013 - September 2013
Accenture  June 2012 - August 2012
Citi  July 2011 - September 2011
AIESEC  September 2010 - January 2011

Skills
Microsoft Excel, Investments, Access, SQL, Data Analysis, Financial Analysis, Public Speaking, Management, PowerPoint, Accounting, Teamwork, Microsoft Word, Microsoft Office

Education
University of California, Davis - Graduate School of Management   2014 — 2015
Master of Professional Accountancy (MPAc), Accounting

University of California, Davis   2012 — 2014
Bachelor of Science, Managerial Economics, GPA 3.7

University of California, Berkeley   2012 — 2012
Summer Session, Corporate Finance

Shanghai International Studies University (SISU)   2010 — 2012
Finance

Pudong Foreign Language School   2003 — 2010

Carson Fei Carson Fei San Francisco Bay Area Details
Carson Fei's Morgan Stanley Experience June 2011 - August 2011
Job Business Analyst at Synaptics
Industry Wireless
Experience
Synaptics  January 2014 - April 2015
Infusion Lounge  September 2012 - December 2012
J.P. Morgan   July 2012 - August 2012
DBS Bank  June 2012 - July 2012
Morgan Stanley   June 2011 - August 2011

Skills
Business Operations, Strategic Planning, Market Research, Market Analysis, Trend Analysis, Competitive Analysis, Sales Operations, Fundamental Analysis, Financial Analysis, Financial Modeling, Financial Forecasting, Business Valuation, Revenue Analysis, Revenue Forecasting, Pricing Analysis, Pricing Strategy, Data Analysis, Microsoft Excel, VBA, Pivot Tables, Vlookup, PowerPoint, Keynote, Salesforce.com, Oracle, Hyperion, Hadoop, Access, R, Mobile Devices, Display Technology, Touch Interfaces

Education
University of California, Berkeley   2009 — 2013
Bachelor of Arts (BA), Double Major: Economics, Legal Studies

San Francisco School of Bartending   2013 — 2013
License, Bartending

Fred Kang Fred Kang San Francisco Bay Area Details
Fred Kang's Morgan Stanley Experience July 2008 - May 2010
Job Product Manager
Industry Internet
Experience
Orka Pod   February 2014 - Present
SKOUT  April 2012 - August 2013
Andreessen Horowitz  May 2010 - May 2012
Morgan Stanley   July 2008 - May 2010
Lake Street Capital   June 2006 - August 2006
NASA Ames Research Center  June 2003 - August 2003

Skills
Venture Capital, Corporate Development, Product Management, Financial Modeling, Start-ups, Private Equity, Entrepreneurship, Due Diligence, Mobile Devices, Investment Banking, Business Strategy, Mobile Applications, Analytics, Valuation, Business Development, Corporate Finance, jQuery, HTML, CSS, Ruby on Rails, Strategy

Education
University of California, Berkeley   2004 — 2008
BS, Electrical Engineering and Computer Science

Sallie Jian Sallie Jian New York, New York Details
Sallie Jian's Morgan Stanley Experience June 2011 - July 2013
Job Director of Business Development & Corporate Operations
Industry Venture Capital & Private Equity
Experience
Savile Row Society  July 2015 - Present
General Atlantic  August 2013 - June 2015
Morgan Stanley   June 2011 - July 2013
China International Center for Economic and Technical Exchanges   March 2011 - June 2011

Skills
Economics, Corporate Finance, Valuation, Private Equity, Financial Modeling, Bloomberg, Venture Capital, Capital Markets, Investments, Mergers & Acquisitions, Business Development, Financial Analysis

Education
University of California, Berkeley   2008 — 2010
BS, Business Administration

Chelsea Goodwin Chelsea Goodwin New York, New York Details
Chelsea Goodwin's Morgan Stanley Experience June 2013 - Present
Job Investment Banking Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley   June 2013 - Present
Alpha Phi International Fraternity  November 2011 - January 2013
GE Capital  June 2012 - August 2012
Morgan Stanley Smith Barney  June 2011 - August 2011

Skills
Leadership, Budgets, Analysis, Management, Finance, Microsoft Excel, Portfolio Management, Business Development, Financial Analysis, Investment Banking

Education
University of California, Berkeley   2010 — 2014
Bachelor of Arts (B.A.)

Madhu Kanakandath Madhu Kanakandath Greater Chicago Area Details
Madhu Kanakandath's Morgan Stanley Experience February 2005 - April 2010
Job Global Head of Market Data & Analytics
Industry Financial Services
Experience
Sun Trading LLC  April 2010 - Present
Morgan Stanley   February 2005 - April 2010
Deutsche Bank  January 2002 - February 2005
Mphasis  January 2000 - January 2002
WorldCom  January 1997 - January 2000
Tata Motors Finance   April 1990 - December 1996
Tata Motors Finance   1990 - 1996

Skills
Market Data, Equities, Vendor Management, Software Development, Financial Markets, IT Strategy, Oracle, Trading Systems, Risk Management, Low Latency, Electronic Trading, Management, Data Center, Derivatives, Management Consulting, High Frequency Trading, Equity Derivatives, Mergers & Acquisitions, Equity Trading, Quantitative Finance, Fixed Income, Exchange Connectivity, Trading, Trading System, Sybase, Trading Strategies, FX Options, Reference Data, Options, Capital Markets, Hedge Funds, Investment Banking, Business Analysis, SDLC, KDB+

Education
Calicut University
Bachelor's degree, Physics

Mysore University
Master's degree, Computer Applications

Jean Zhu Jean Zhu San Francisco Bay Area Details
Jean Zhu's Morgan Stanley Experience July 2011 - March 2012
Job AP Accountant at MedeAnalytics Inc
Industry Information Technology and Services
Experience
MedeAnalytics Inc  August 2015 - Present
Paul Hastings  July 2012 - August 2015
Morgan Stanley   July 2011 - March 2012
University of California, Berkeley  October 2010 - April 2011
University of California, Berkeley  February 2009 - October 2010
ASUS  October 2009 - May 2010
Gammatech Computer Corporation   June 2007 - August 2007

Education
University of California, Berkeley   2008 — 2012
Environmental Economics and Policy, City and Regional Planning

Brad Howell Brad Howell Greater Los Angeles Area Details
Brad Howell's Morgan Stanley Experience October 1999 - September 2005
Job Senior Vice President Wealth Management, UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc.   March 2013 - Present
UBS Financial Services, Inc.   September 2005 - March 2013
Morgan Stanley   October 1999 - September 2005

Education
University of California, Berkeley
Bachelor of Arts (B.A.), Economics

Corey Partridge Corey Partridge Halifax, Canada Area Details
Corey Partridge's Morgan Stanley Experience 2005 - 2008
Job Senior Software Engineer
Industry Information Technology and Services
Experience
BeyondTrust  December 2014 - Present
Eastlink  July 2014 - November 2014
SNL Financial  May 2013 - July 2014
NTT Data Corporation  October 2011 - May 2013
Neuberger Berman  October 2011 - May 2013
Lixar IT  2011 - October 2011
Fifth Third Bank  2009 - 2011
Skipjack Financial Services  2008 - 2011
Morgan Stanley   2005 - 2008
Keane  2005 - 2008

Skills
C#, VB.NET, ASP.NET, ASP.NET AJAX, WCF, WPF, AJAX, Silverlight, SQL Server, JavaScript, HTML5, HTML, Perl, Flex, Visual Basic, Flash, VBA, ASP, ADO.NET, Oracle, COBOL, Java, Sybase, Access, Crystal Reports, Business Objects, TFS, NUnit, Perforce, WiX, InstallShield, MSI, DCOM, ActiveX, GDI+, SQL, DAO, MFC, COM, Illustrator, FxCop, .NET Remoting, MSMQ, Websphere, SVN, Bamboo, JIRA, MS Project, HTML 5, Start-ups

Education
Saint Mary's University   2007 — 2008
Masters Certificate, Project Management

The University of Calgary   2003 — 2004
C++ Software Developer Certificate

University of New Brunswick   1997 — 1999
Computer Science

James Yuejia Zhang James Yuejia Zhang Greater New York City Area Details
James Yuejia Zhang's Morgan Stanley Experience June 2014 - August 2014
Job Master student in financial engineering at Columbia University
Industry Financial Services
Experience
Columbia University in the City of New York  September 2014 - Present
Morgan Stanley   June 2014 - August 2014
Columbia University in the City of New York  February 2014 - May 2014
BNP Paribas  July 2012 - September 2012
Bank of China  January 2012 - February 2012
Hongyuan Securities  July 2011 - July 2011

Skills
Microsoft Office, SAS, Matlab, C/C++ STL, Eviews, Bloomberg Terminal, Economics, VBA, Econometrics, Trading, Macroeconomics, R

Education
Columbia University   2013 — 2014
Master of Science, Financial Engineering, 3.94

School of Mathematics in Peking University   2011 — 2013
Bachelor of Science (BS)(Double Major), Statistics

School of Economics in Peking University   2009 — 2013
BA, Finance and Banking

University of California, Berkeley   2011 — 2011
Summer Session

Nankai High School   2006 — 2009

Yaohua High School

Catherine Ngai Catherine Ngai San Francisco Bay Area Details
Catherine Ngai's Morgan Stanley Experience June 2014 - Present
Job Investment Banking Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley   June 2014 - Present
JRINK Juicery   February 2014 - April 2014
Morgan Stanley   June 2013 - August 2013
Pluris Valuation Advisors LLC  May 2012 - July 2012
Mammoth Equity Partners, LLC   February 2012 - May 2012
Tseng & Lee LLP, CPA's   June 2011 - August 2011
Catalog Choice  February 2011 - August 2011

Skills
Microsoft Office, Bloomberg, Financial Modeling, Microsoft Excel, Valuation, Private Equity, Business Development, PowerPoint, Financial Analysis, Mandarin, Corporate Finance, Capital IQ, Photoshop, Economics, Entrepreneurship, Data Analysis, Business Strategy, Microsoft Word, Market Research, Investment Banking, Equity Research, Bloomberg Terminal, Financial Statement...

Education
University of California, Berkeley   2010 — 2013
B.S. in Business Administration, High Honors

Dongyu (Criss) Guo, CCRA Dongyu (Criss) Guo, CCRA San Francisco Bay Area Details
Dongyu (Criss) Guo, CCRA's Morgan Stanley Experience June 2011 - November 2011
Job Risk Analyst
Industry Insurance
Experience
RMS  2012 - Present
Morgan Stanley   June 2011 - November 2011
UC Berkeley  June 2009 - August 2011
Pacific Pension Institute  January 2011 - February 2011
Cellphone-Mate   2007 - 2011
Ohlone College  September 2008 - May 2009

Skills
R, Matlab, C, C++, SQL, SAS, Excel, Access, Lingo, AMPL, Actuarial, Statistics, Mathematics, Investments, Data Analysis, PowerPoint, Microsoft Office, Modeling, Statistical Modeling, Portfolio Management, Risk Management, Risklink, Insurance, Reinsurance, balsamiq, Research, Analysis, Financial Modeling

Education
University of California, Berkeley   2008 — 2011
B.A, Statistics

Bianca Tomkoria Bianca Tomkoria San Francisco Bay Area Details
Bianca Tomkoria's Morgan Stanley Experience June 2012 - July 2014
Job Associate at Oaktree Capital Management
Industry Real Estate
Experience
Oaktree Capital Management  August 2014 - Present
Morgan Stanley   June 2012 - July 2014
Arch Bay Capital  June 2011 - August 2011
Arch Bay Capital  June 2010 - August 2010
FMV Opinions, Inc.   March 2010 - May 2010
The Daily Californian  September 2009 - January 2010
UNA-USA East bay   2009 - 2009

Skills
Public Speaking, Nonprofits, Research, Social Media, PowerPoint, Financial Modeling

Education
University of California, Berkeley   2008 — 2012
B.S., Business Administration

Kelvin Mak Kelvin Mak San Francisco Bay Area Details
Kelvin Mak's Morgan Stanley Experience June 2008 - September 2008
Job Field Contract Specialist at salesforce.com
Industry Financial Services
Experience
salesforce.com  April 2014 - Present
salesforce.com  April 2013 - April 2014
salesforce.com  February 2013 - April 2013
salesforce.com  March 2012 - February 2013
salesforce.com  June 2011 - March 2012
PENSCO Trust Company  October 2010 - May 2011
Pacific Placement Group  October 2010 - January 2011
Adecco  July 2010 - October 2010
Morgan Stanley   June 2008 - September 2008
OfficeMax  June 2008 - September 2008

Skills
Social Networking, Marketing, Cloud Computing, Training, Sales, Microsoft Office, Account Management, CRM, Negotiation, Lead Generation, Marketing Communications, Social Media Marketing, Salesforce.com, Investments, Finance, Sales Operations, Customer Service, Customer Satisfaction

Education
University of California, Berkeley   2010 — 2012
Certificate Program in Accounting

University of California, Davis   2005 — 2009
BS, Managerial Economics

Oceana High School   2001 — 2005

Joe Zhou Joe Zhou San Francisco, California Details
Joe Zhou's Morgan Stanley Experience 2006 - 2007
Job
Industry Internet
Experience
Uber Technologies  November 2013 - Present
Exponential  March 2012 - November 2013
Genesys  2007 - 2012
I Have a Dream Foundation  2009 - 2010
Stealth Startup  April 2009 - December 2009
Morgan Stanley   2006 - 2007

Skills
Cognos, Finance, Strategic Financial..., SAP, Sales Commissions, Financial Modeling, Financial Reporting, Microsoft Excel, TM1, Financial Analysis

Education
University of California, Berkeley   2004 — 2008
BA, Economics

Clarence Hayes Clarence Hayes New York, New York Details
Clarence Hayes's Morgan Stanley Experience 2011 - 2014
Job Management Consultant, Bank of America
Industry Telecommunications
Experience
Bank of America  2014 - Present
Morgan Stanley   2011 - 2014
Miscellaneous Projects  2009 - 2011
Orange Business Services  2003 - 2008
Equant  2002 - 2003
Deutsche Bank  1998 - 2002
Morgan Stanley   1997 - 1998
Morgan Stanley   1996 - 1997
Morgan Stanley   1988 - 1996

Skills
Product Management, Integration, Strategy, Telecommunications, CRM, Outsourcing, Leadership, Business Strategy, Marketing Strategy, VoIP, International Sales, IP, Strategic Partnerships, Pre-sales, Project Management, Cloud Computing, Networking, Sourcing, Product Marketing, Business Development, Team Building, Team Management, SaaS, Unified Communications, Managed Services, Program Management

Education
University of California, Berkeley   1981 — 1983
BA

Thunderbird School of Global Management   1987 — 1987
MBA

Pushkin Russian Language Institute   1984 — 1984

Deep Springs College

Michael Grimes Michael Grimes San Francisco Bay Area Details
Michael Grimes's Morgan Stanley Experience May 1995 - Present
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley   May 1995 - Present
Bear Stearns  February 1992 - May 1995
Salomon Brothers  July 1987 - February 1992

Skills
Enterprise Software, Equities, Strategy, Mergers, Investments, IPO, Management, Mergers & Acquisitions, Private Equity, Start-ups, Investment Banking, Financial Modeling, Valuation, Venture Capital, Strategic Partnerships, Entrepreneurship, Capital Markets, Finance, Private Placements, Divestitures, Corporate Finance, Product Management, Risk Management, Networking, Business Strategy, Analytics, Financial Analysis, Competitive Analysis, Leadership, Management Consulting, Strategic Planning, Emerging Markets, Strategic Financial..., Derivatives, Due Diligence, Corporate Development, Business Development, Asset Management, Fixed Income, Portfolio Management, Sales, Alternative Investments, Financial Services, Financial Planning, Executive Management, Business Planning, Bloomberg, M&A experience, Equity Research, Hedge Funds

Education
University of California, Berkeley   1984 — 1987
EECS, Electrical Engineering and Computer Science

Polytechnic School   1983 — 1985

Robert Burpee Robert Burpee Boston, Massachusetts Details
Robert Burpee's Morgan Stanley Experience 1998 - 2005
Job Financial Consultant at Burpee Del Simone LLC
Industry Financial Services
Experience
Burpee Del Simone LLC   November 2007 - Present
Banc of America Investments  2005 - 2007
Morgan Stanley   1998 - 2005

Skills
Portfolio Management, Marketing Strategy, Alternative Investments, Investment Management, Investments, Management, Financial Markets, Risk Management, Marketing, Financial Services, Finance, Project Management, Strategic Financial..., Wealth Management, Financial Risk, Financial Analysis, Financial Planning, Sales

Education
University of California, Berkeley   1987 — 1991
Bochelor of Arts, Political Science

Wilton High School   1983 — 1987

University of California, Berkeley
Bachelor of Arts (B.A.), Political Science

Herman Luk, CFA Herman Luk, CFA New York, New York Details
Herman Luk, CFA's Morgan Stanley Experience 2011 - 2012
Job Emerging Markets Trader at RBS Securities
Industry Financial Services
Experience
RBS Markets and International Banking  March 2014 - Present
Calypso Technology  2013 - February 2014
Morgan Stanley   2011 - 2012
Morgan Stanley   2006 - 2010
Citadel Investment Group  April 2005 - May 2006

Skills
FX Options, Interest Rate Swaps, Fixed Income, Trading, Derivatives, Project Management, Management, Fixed Income Trading, Global Macro, Portfolio Management, Hedge Funds, Financial Modeling, Options, Valuation, Emerging Markets, Bloomberg, Capital Markets, Investments, Equities, Investment Banking

Education
UC Berkeley   2002 — 2006
Bachelor of Science, Computer Science and Business Administration

Stephen Lloyd, FCA, CTA, FRM, ERP Stephen Lloyd, FCA, CTA, FRM, ERP Greater New York City Area Details
Stephen Lloyd, FCA, CTA, FRM, ERP's Morgan Stanley Experience January 2014 - Present
Job Managing Director at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley   January 2014 - Present
University of Bristol Foundation Inc.   January 2010 - Present
Morgan Stanley   January 1999 - December 2013
Morgan Stanley   May 1993 - December 1998
KPMG Peat Marwick  August 1982 - May 1993

Skills
Internal Audit, COSO, Internal Controls, Enterprise Risk..., Operational Risk..., Risk Advisory, Fraud Investigations, Audit Management, Audit, External Audit, Big 4, Process Auditing, Operational Risk, Auditing, Risk Assessment, Risk, Investment Banking, IT Audit, Financial Risk, Fraud, Securities, Trading, AML

Education
University of Bristol   1979 — 1982
BSc, Economics and Accounting

Casey Berrall, CIMA® Casey Berrall, CIMA® Greater Milwaukee Area Details
Casey Berrall, CIMA®'s Morgan Stanley Experience August 2003 - February 2009
Job Financial Consultant at The Berrall Kons Wealth Management Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
The Berrall Kons Wealth Management Group of Wells Fargo Advisors, LLC   February 2009 - Present
Morgan Stanley   August 2003 - February 2009
TCF National Bank  September 2002 - August 2003

Education
University of Pennsylvania - The Wharton School   2010 — 2011
Certified Investment Management Analyst Program, Investment Management

University of Minnesota-Twin Cities   1998 — 2002
Bachelors, Economics & Spanish

University of Buenos Aires   2001 — 2001
N/A, Economics, Spanish

Menomonee Falls HS   1994 — 1998

Yann-Shin Aaron Chen Yann-Shin Aaron Chen Greater Chicago Area Details
Yann-Shin Aaron Chen's Morgan Stanley Experience June 2011 - August 2011
Job Quantitative Researcher
Industry Financial Services
Experience
Citadel Investment Group  July 2012 - Present
U.C. Berkeley   January 2007 - June 2012
Morgan Stanley   June 2011 - August 2011
ValueCorp   July 2010 - September 2010
U.C. Berkeley   June 2005 - August 2005

Skills
R, Mathematics, Statistics, Matlab, Data Analysis, Java, C++

Education
University of California, Berkeley   2007 — 2012
Ph.D, Mathematics

University of California, Berkeley   2003 — 2007
B.A, Mathematics

MayC Huang MayC Huang Greater New York City Area Details
MayC Huang's Morgan Stanley Experience June 2010 - August 2010
Job Research Analyst at Serengeti Asset Management
Industry Financial Services
Experience
Serengeti Asset Management  January 2013 - Present
J.P. Morgan   June 2011 - December 2012
University of California, Berkeley  June 2009 - July 2011
Morgan Stanley   June 2010 - August 2010
NVIDIA  June 2008 - August 2008

Education
University of California, Berkeley   2007 — 2011
B.A., Statistics and Applied Mathematics

University of California, Berkeley - Walter A. Haas School of Business   2007 — 2011
B.S., Business Administration

Lynbrook High School

Erika Kemp Erika Kemp San Francisco Bay Area Details
Erika Kemp's Morgan Stanley Experience 2004 - 2005
Job Cofounder at Solvida Design + Engineering, Inc.
Industry Renewables & Environment
Experience
Solvida Design + Engineering, Inc.   July 2014 - Present
Solvida Energy Group, Inc.   2010 - Present
Oishii   2008 - 2010
Morgan Stanley   2004 - 2005
McAlpine Business Services   January 2004 - August 2004

Skills
Marketing Strategy, Renewable Energy, Strategic Planning, Web Design, Contract Negotiation, Microsoft Excel, Management

Education
University of California, Berkeley   1998 — 2003
Bachelor of Arts with Highest Honors (Summa Cum Laude), South Asian Studies and Religious Studies

Mike Oara Mike Oara Raleigh-Durham, North Carolina Area Details
Mike Oara's Morgan Stanley Experience 1986 - 1987
Job CTO at Hatha Systems
Industry Computer Software
Experience
System Renewal   February 2009 - July 2009
Relativity Technologies Inc.   May 1997 - January 2009
Seer Technologies  1990 - 1997
Software AG  1988 - 1990
CSFB  1987 - 1988
Morgan Stanley   1986 - 1987
Avon Products  1984 - 1986
Chase Manhattan Bank  1981 - 1983

Skills
Legacy Modernization, Gap Analysis, Business Rules, Outsourcing Management, Analysis, Application Development, Compliance, Enterprise Architecture, Scrum, Software Project..., Requirements Analysis, Agile Project Management, Integration, Product Management, Software Development, .NET, Enterprise Software, Business Intelligence, COBOL, Software Engineering, System Architecture, SOA, Agile Methodologies, Software Design, Databases, IT Strategy, SDLC, SaaS, Middleware, Pre-sales, Cloud Computing

Education
University of Bucharest   1975 — 1979
MS, Mathematics

Liceul HCC   1970 — 1974

Kathy Lin Kathy Lin San Francisco Bay Area Details
Kathy Lin's Morgan Stanley Experience June 2012 - August 2012
Job Graduate from University of California, Berkeley
Industry Financial Services
Experience
JPMorgan Chase  June 2013 - Present
Chinese People Union   August 2011 - May 2013
Morgan Stanley   June 2012 - August 2012
Goldstate Securities Co., Ltd   June 2011 - July 2011
Shanghai Well Bright Foods Co., Ltd   May 2010 - July 2010

Skills
PowerPoint, Excel, Spreadsheets, Microsoft Office, Microsoft Excel, Economics, Financial Analysis

Education
University of California, Berkeley   2009 — 2013
Bachelor, Economics

Auckland International College   2007 — 2009

Diocesan School for Girls   2004 — 2009

Kristine Healy Kristine Healy Greater Chicago Area Details
Kristine Healy's Morgan Stanley Experience 1986 - 1991
Job Director of Corporate Finance at Allstate
Industry Financial Services
Experience
Allstate  Investment StrategyAllstate Investments, LLCOctober 2009 - July 2012
Allstate Insurance Company  1993 - 1999
McKinsey & Company  1991 - 1993
Morgan Stanley   1986 - 1991
Ernst & Young  1983 - 1986

Skills
Risk Management, Mutual Funds, Business Strategy, Strategic Planning, Investment Banking, Insurance

Education
University of California, Berkeley
MBA, Finance and Accounting

University of California, Davis
BS with Highest Honors, Zoology

Elizabeth Gage, SPHR, SHRM-SCP Elizabeth Gage, SPHR, SHRM-SCP Columbus, Ohio Area Details
Elizabeth Gage, SPHR, SHRM-SCP's Morgan Stanley Experience March 2012 - December 2012
Job Contract Recruiter at Honda of America Mfg., Inc.
Industry Staffing and Recruiting
Experience
Honda of America Mfg., Inc.   August 2014 - Present
Verizon Wireless  May 2014 - August 2014
iforce Professional   April 2013 - December 2013
Morgan Stanley   March 2012 - December 2012
Entrust Healthcare  November 2011 - January 2012
American Red Cross  December 2010 - July 2011
American Red Cross  October 2009 - December 2010
Ernst & Young  September 2004 - January 2009
CBS Personnel  December 2001 - August 2002
J.D. Hersey & Associates   June 2000 - December 2001

Skills
Talent Acquisition, Applicant Tracking..., Interviews, Sourcing, Recruiting, Corporate Recruiting, Employee Relations, Talent Management, Onboarding, SDLC, Employee Training, Human Resources, Temporary Placement, CRM, Affirmative Action..., OFCCP, Employer Branding, Long-term Customer..., Internet Recruiting, Employee Benefits, Employee Engagement, Customer Engagement, Customer Satisfaction, Leadership, Taleo, Hiring, Management, Training & Development, Logistics Recruiting, Executive Search, Training, Workforce Planning, HRIS, Resume Writing, Contract Recruitment, Succession Planning, Screening Resumes, HR Policies, Screening, Performance Management, Job Descriptions, Cold Calling, Permanent Placement, Job Coaching, Career Counseling, Behavioral Interviewing, Candidate Generation, Leadership Development, Conflict Resolution, Background Checks

Education
University of California, Berkeley
B.A., American Studies

University of California, Hastings College of the Law
J.D., Law

Julia St Louis Julia St Louis Raleigh-Durham, North Carolina Area Details
Julia St Louis's Morgan Stanley Experience 1990 - 1993
Job Field Vice President
Industry Pharmaceuticals
Experience
GSK  October 2013 - Present
GSK  May 2013 - October 2013
GlaxoSmithKline  April 2011 - May 2013
GlaxoSmithKline  2008 - March 2011
GlaxoSmithKline  2003 - 2008
GlaxoSmithKline  1999 - 2003
GlaxoSmithKline  1997 - 1999
Merck  1995 - 1997
Morgan Stanley   1990 - 1993

Skills
Pharmaceutical Industry, Strategy, Product Launch, Pharmaceutical Sales, Cross-functional Team..., Sales Effectiveness, Market Research, Marketing, Managed Care, Cardiology, Hospital Sales, Sales, Product Development, Mergers & Acquisitions, Market Access, Pricing Strategy, Brand Management, Urology

Education
University of Virginia - Darden Graduate School of Business Administration   1993 — 1995
MBA

University of California, Berkeley   1985 — 1989
BA

Saundarya Soni Mehra Saundarya Soni Mehra San Francisco Bay Area Details
Saundarya Soni Mehra's Morgan Stanley Experience May 2015 - August 2015
Job Assistant Director of Operations at Berkeley Energy and Climate Institute
Industry Internet
Experience
Berkeley Energy and Climate Institute   August 2014 - Present
Morgan Stanley   May 2015 - August 2015
Venture Strategy Solutions  August 2012 - January 2015
Fraunhofer-Gesellschaft  May 2014 - August 2014
Chrysalix EVC   January 2014 - May 2014
Alphabet Energy  August 2013 - May 2014
Lawrence Berkeley National Laboratory  August 2013 - January 2014
US Forest Service  June 2013 - August 2013
San Ramon Parks and Community Services Commission   July 2011 - June 2012

Skills
Start-ups, Research, Public Speaking, Sustainability, Business Strategy, Project Management, Market Research, Social Media, Renewable Energy, Business Development, Strategic Planning, Microsoft Office, Microsoft Excel, Competitive Analysis, PowerPoint, Marketing Strategy, Team Building, Management Consulting, Leadership, Data Analysis, Stata, ArcGIS, Photoshop, InDesign, MailChimp

Education
University of California, Berkeley, Haas School of Business   2014 — 2016
Undergraduate Degree, Business Administration

University of California, Berkeley   2012 — 2016
Bachelor of Science (B.S.), Environmental Economics and Policy

Cindy Li Cindy Li Philadelphia, Pennsylvania Details
Cindy Li's Morgan Stanley Experience July 2012 - April 2015
Job Wharton MBA Candidate
Industry Financial Services
Experience
Morgan Stanley   July 2012 - April 2015
Berkeley APEC Study Center  October 2010 - May 2012
Morgan Stanley   June 2011 - August 2011

Skills
Mandarin, Financial Modeling, Bloomberg

Education
University of Pennsylvania - The Wharton School   2015 — 2017
Master of Business Administration (M.B.A.), Finance and Strategic Management

University of California, Berkeley   2008 — 2012

Jacob Park Jacob Park San Francisco Bay Area Details
Jacob Park's Morgan Stanley Experience 2012 - 2012
Job Corporate Strategy @ Flex
Industry Management Consulting
Experience
McKinsey & Company  2013 - 2014
Morgan Stanley   2012 - 2012

Skills
Entrepreneurship, Start-ups, Analysis, Business Strategy, Team Leadership, Public Speaking, Microsoft Office, Microsoft Excel, PowerPoint, Market Research, Strategic Consulting, Negotiation, Business Development, Data Analysis, Mergers & Acquisitions

Education
University of California, Berkeley - Walter A. Haas School of Business
BS, Business Administration

University of California, Berkeley

Barry Stern Barry Stern Westlake Village, California Details
Barry Stern's Morgan Stanley Experience May 1995 - May 2006
Job Wealth Management Strategies at Raymond James/Creating a Reliable Income Stream Now and In Retirement/"Living the Dream"
Industry Financial Services
Experience
UBS Financial Services  May 2006 - June 2014
Morgan Stanley   May 1995 - May 2006
Prudential Financial  February 1989 - May 1995
Merrill Lynch  October 1983 - February 1989

Skills
Wealth Management..., Wealth Preservation..., Financial Planning, Retirement Planning, Investment Advisory, Investment Strategies, Stock Market, Equities, Fixed Income, Strategic Planning, Marketing Strategy, Marketing, Multi-generational..., Variable Annuities, Long Term Care Insurance, College Education..., Cash Flow Management, Negotiation, Sales, Series 7, Series 63, Series 65, Series 31, Series 9, series 10, 529 Plans, Roth IRA, SEP IRA, 401k Rollovers, Portfolio Management, In-Kind 401(k) Service..., Investments, Management, Finance

Education
University of California, Berkeley   1973 — 1975
Bachelor's Degree

University of California, San Diego   1971 — 1973

James Watson III James Watson III Los Angeles, California Details
James Watson III's Morgan Stanley Experience December 2001 - September 2002
Job Banking / Financial Services at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase  March 2012 - Present
Wells Fargo  December 2008 - November 2011
Festival Entertainment of Texas, Inc.   November 2007 - December 2008
Bank of America  September 2006 - November 2007
Wells Fargo  October 2003 - September 2006
Morgan Stanley   December 2001 - September 2002

Skills
Series 7, Series 66, CA Real Estate License, CA Insurance License, Banking, Financial Services, Management, Customer Service, Microsoft Office, Microsoft Excel, Risk Management, Leadership, Investments, Equities, Asset Management, Insurance, Mortgage Lending, Loans, Portfolio Management, Relationship Management, Retail Banking, Strategic Planning, Financial Analysis

Education
University of California, Berkeley   1997 — 2001
Bachelor of Arts (B.A.), Political Science

Loyola High School - Los Angeles   1993 — 1997

Krishna Shriram Krishna Shriram New York, New York Details
Krishna Shriram's Morgan Stanley Experience May 2010 - April 2013
Job Director Advisory Services at KPMG
Industry Management Consulting
Experience
KPMG  July 2015 - Present
Barclays  June 2013 - June 2015
Morgan Stanley   May 2010 - April 2013
Deutsche Bank  January 2007 - May 2010
Oracle  1997 - 2007
Citibank  May 1995 - December 1996

Skills
Fixed Income, Accounting, Business Analysis, Management Consulting, Investment Banking, Capital Markets, Change Management, Product Management, Program Management, Process Engineering, Business Intelligence, IT Strategy, SDLC, Business Process, PMO, Offshoring, CRM, Strategy, Management, Project Management, Finance, Derivatives, Vendor Management, Risk Management, Financial Risk, Portfolio Management, Consulting, Financial Services, Governance

Education
Institute of Risk Management   2014 — 2015
Risk Management

Project Management Institute   2010 — 2010
Project Management Professional, Information Technology Project Management

State Board of Accounting   2004 — 2005
CPA, Accounting, Auditing, Taxation, Business

University of Calcutta   1988 — 1991
Bcom, Accountancy

Parle (Sathe) College, Vile Parle East, Mumbai   1986 — 1988

St. Johns School, Madras   1976 — 1983

Fan Yun (Vicky) Yu Fan Yun (Vicky) Yu Berkeley, California Details
Fan Yun (Vicky) Yu's Morgan Stanley Experience June 2012 - August 2012
Job Analyst at Deustche Bank
Industry Investment Banking
Experience
Deutsche Bank  September 2013 - Present
Morgan Stanley   June 2012 - August 2012
Sotheby's  June 2011 - August 2011

Skills
Financial Modeling, PowerPoint, Microsoft Excel, Microsoft Office, Bloomberg, Research, Stata

Education
University of California, Berkeley   2009 — 2013
Bachelor's degree

Kevin Lin Kevin Lin San Francisco, California Details
Kevin Lin's Morgan Stanley Experience June 2013 - December 2013
Job Investment Banking Analyst at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs  July 2015 - Present
Goldman Sachs  June 2014 - August 2014
Morgan Stanley   June 2013 - December 2013
Serent Capital  January 2013 - May 2013
Merrill Lynch  May 2012 - August 2012
AlbertMing Inc   October 2011 - May 2012

Skills
Microsoft Office, Mandarin, Event Planning, PowerPoint, Microsoft Excel, Marketing Strategy, Facebook, Data Analysis, Spanish, Microsoft Word, Research, Event Management, Public Speaking, Capital IQ, Business Strategy, Private Equity, Investments, Financial Modeling

Education
University of California, Berkeley   2011 — 2015
Bachelor's Degree, Business Administration

Andrew Nesbit Andrew Nesbit San Francisco, California Details
Andrew Nesbit's Morgan Stanley Experience 2008 - 2008
Job VP of Content, Community & Sales at Course Hero, Inc.
Industry Internet
Experience
Course Hero, Inc.   February 2015 - Present
Course Hero, Inc.   September 2014 - February 2015
NextGen Partners   January 2013 - January 2015
Adams Street Partners  July 2011 - August 2014
Stifel Nicolaus Weisel (Fomerly Thomas Weisel Partners)   July 2009 - July 2011
Morgan Stanley   2008 - 2008
Eastdil Secured  June 2006 - August 2006

Skills
Venture Capital, Valuation, Mergers, Financial Modeling, Investment Banking, Strategy, Mergers & Acquisitions, Capital Raising, Business Development, Start-ups, Corporate Finance, LBO, Corporate Development, Capital Markets, Investments, Financial Analysis, Portfolio Management, Finance, Due Diligence, Private Equity, Hedge Funds

Education
University of California, Berkeley   2005 — 2009
B.S., Business Administration

Charles Li Charles Li San Francisco Bay Area Details
Charles Li's Morgan Stanley Experience April 2014 - July 2015
Job Venture Capital at Norwest Venture Partners
Industry Venture Capital & Private Equity
Experience
Norwest Venture Partners  August 2015 - Present
Morgan Stanley   April 2014 - July 2015
Bank of America Merrill Lynch  July 2013 - March 2014
UBS Investment Bank  June 2012 - August 2012
Alpine Investors  November 2011 - May 2012
Haas School of Business  January 2011 - June 2011

Skills
Microsoft Excel, Healthcare, Market Research, PowerPoint, Business Valuation, Mandarin, Financial Analysis, Financial Modeling, Finance, Valuation, Private Equity, Investment Banking, Capital IQ, Bloomberg, Corporate Finance, Economics, Venture Capital, Capital Markets

Education
University of California, Berkeley   2009 — 2013
Bachelor's Degree, Applied Mathematics and Economics

Raymond Tong Raymond Tong San Francisco Bay Area Details
Raymond Tong's Morgan Stanley Experience June 2015 - Present
Job Real Estate Private Equity Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley   June 2015 - Present
ClearPath Capital Partners  November 2014 - February 2015
PlushCare  June 2014 - August 2014
Northwestern Mutual  December 2012 - May 2014
Accent San Francisco   June 2013 - August 2013
Office of Supervisor Carole Groom San Mateo County   June 2011 - August 2011

Skills
Critical Thinking, Analytic Problem Solving, Financial Analysis, Leadership, Market Research, Microsoft Excel, Team Building, Interpersonal..., PowerPoint, Financial Modeling, Data Analysis, Customer Service, Research, Business Strategy, Public Speaking, Negotiation, Event Planning, Microsoft Word, Microsoft Office, Google Apps, Social Networking, Facebook, Mandarin, Cantonese, Japanese

Education
University of California, Berkeley   2012 — 2016
B.A. Legal Studies (Concentration in Business Law, Finance/Accounting)

OpenDoor   2013 — 2014
Bank of America Merrill Lynch: Inside an Investment Bank, Finance

Sabrina Momand Sabrina Momand San Francisco Bay Area Details
Sabrina Momand's Morgan Stanley Experience May 2013 - July 2013
Job Senior Client Service Associate at Mirador Capital Partners
Industry Financial Services
Experience
Mirador Capital Partners   July 2013 - Present
Mirador Capital Partners   July 2013 - Present
Morgan Stanley   May 2013 - July 2013
Wei Laboratories  January 2013 - April 2013
Abercrombie & Fitch  March 2011 - February 2013
Aerial Imagery Services   May 2010 - February 2013
The Children's Place  October 2009 - December 2012
University of Southern California  August 2010 - January 2011

Skills
Customer Service, Management, Sales, Public Relations, Analysis, Event Planning, Research, Finance, Social Networking

Education
University of California, Berkeley   2011 — 2012
B.A, Political Economy/Globalization

University of Southern California   2010 — 2011
International Relations, Global Business

Jason Lee Jason Lee San Francisco Bay Area Details
Jason Lee's Morgan Stanley Experience 2008 - 2010
Job Square Finance & Strategy Lead, Head of Investor Relations
Industry Internet
Experience
Square  2012 - Present
PayPal  2012 - 2012
TPG Capital  2010 - 2012
Morgan Stanley   2008 - 2010

Skills
Financial Modeling, Private Equity, Due Diligence, Valuation, Investments, Business Analysis, Market Analysis, Technology Research, Mergers & Acquisitions, Strategy, Corporate Development, Financial Analysis, Finance

Education
University of California, Berkeley   2004 — 2008
Bachelor of Science, Business Administration

Jenny Sharon Hsieh Jenny Sharon Hsieh San Francisco Bay Area Details
Jenny Sharon Hsieh's Morgan Stanley Experience June 2014 - August 2014
Job Undergraduate at Haas Business School, UC Berkeley
Industry Financial Services
Experience
Andersen Tax  June 2015 - Present
YWCA USA  April 2015 - Present
Morgan Stanley   June 2014 - August 2014
Lighthaven Capital Management LLC  May 2013 - December 2013
City of Berkeley  June 2013 - October 2013
Spicy Spirit Marketing, Inc   January 2013 - May 2013
Berkeley Phi Beta Lambda  December 2012 - May 2013
Web English Tutoring   November 2010 - May 2013

Skills
PowerPoint, Customer Service, Research, Social Media, French, Microsoft Excel, Teamwork, Public Speaking, English, Facebook, Online Marketing, Marketing, Public Relations, Analysis, Salesforce.com, Microsoft Office, Microsoft Word, Chinese, Management, CRM, SEO, Market Research, Google Adwords, Google Analytics

Education
University of California, Berkeley   2012 — 2016
Bachelor of Arts (B.A.), Business Administration

Foothill High School   2008 — 2012

Benny Wong Benny Wong New York, New York Details
Benny Wong's Morgan Stanley Experience July 2013 - Present
Job Vice President at Morgan Stanley
Industry Capital Markets
Experience
Morgan Stanley   July 2013 - Present
Canaccord Genuity Inc.  June 2011 - June 2013
Genuity Capital Markets  November 2007 - May 2011

Skills
Valuation, Equity Research, Financial Modeling, Financial Analysis, Equity Valuation, Bloomberg, Capital Markets, Excel, PowerPoint, Capital IQ, Series 7, Sell Side, Microsoft Excel, Investment Banking, Corporate Finance, Energy, Private Equity, Energy Industry, Investor Relations, Investments, Equities, Securities, Fixed Income, Alternative Investments, Trading

Education
Bishop Grandin High School

The University of Calgary
BComm, Finance

Ariana Shakibnia Ariana Shakibnia San Francisco Bay Area Details
Ariana Shakibnia's Morgan Stanley Experience June 2015 - Present
Job Wealth Management Intern at Morgan Stanley
Industry Public Policy
Experience
Morgan Stanley   June 2015 - Present
Camper  June 2013 - March 2014
Joe Kennedy 2012   April 2012 - September 2012

Skills
Thompson One, Political Campaigns, Public Relations, Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Creative Writing, Microsoft Word, Digital Photography, Fair Trade, Non-profits, Outlook, Public Speaking, Public Health, Public Policy, Technical Writing, Event Planning, Recruiting, Financial Market..., Community Outreach

Education
University of California, Berkeley   2013 — 2017
Public Health & Public Policy, 3rd Year

San Luis Obispo High School   2009 — 2013
GPA: 4.48

Benjamin Jiang Benjamin Jiang San Francisco Bay Area Details
Benjamin Jiang's Morgan Stanley Experience May 2004 - July 2004
Job Private Equity Real Estate
Industry Commercial Real Estate
Experience
Bridge Partners (www.bridgepartners.com)   August 2011 - July 2015
Prudential Financial  January 2009 - August 2011
Bank of America Merrill Lynch  May 2008 - July 2008
Morgan Stanley   May 2004 - July 2004

Skills
Commercial Real Estate..., Life Company Lending, Agency Lending, Multifamily, Office, Retail, Hospitality, Student Housing, Distressed Debt, Note Acquisition, Affordable Housing, Single Family Homes, Real Estate Asset..., Construction Loans, Condo Conversion, Real Estate Transactions, Real Estate Economics, Commercial Real Estate, Real Estate Financing, Real Estate Private..., Real Estate Broker..., Real Estate Brokerage, Investment Properties, Alternative Investments, Return on Investment, Financial Modeling, Website Development, Template Creation, Business Modeling, Data Modeling, Appraisals, Residential Trust Deeds, Cash Flow Forecasting, Market Research, IRR Waterfall, Market Analysis, Third Party Inspection, Institutional Investors, Real Estate Tax Appeals, Trend Forecasting, Valuation, Valuation Modeling, Investment Valuation, Real Estate Valuation, Comparable Analysis, Legal Documents, Contractor Supervision, Site Visits, Real Estate Due..., Due Diligence

Education
University of California, Berkeley   2004 — 2008
Bachelor's Degree, Economics

Richard S. Rankin Richard S. Rankin Greater New York City Area Details
Richard S. Rankin's Morgan Stanley Experience March 1996 - June 2005
Job COO at Ardsley Partners
Industry Financial Services
Experience
Ardsley Partners  January 2014 - Present
Ardsley Partners  March 2012 - Present
Atheneum Capital   April 2005 - Present
Morgan Stanley   March 1996 - June 2005
Union Bank of Switzerland  January 1990 - March 1996

Skills
Alternative Investments, Equities, Hedge Funds, Investments, Asset Managment, Investment Banking, Private Equity, Venture Capital, Capital Markets, Asset Management, Management, Series 7, Portfolio Management, Asset Allocation, Corporate Development, Corporate Finance, Derivatives, Due Diligence, Emerging Markets, Finance, Financial Advisory, Financial Analysis, Financial Markets, Financial Modeling, Financial Services, Financial Structuring, Fixed Income, Investment Advisory, Investment Management, Investment Strategies, Investor Relations, Mergers, Mutual Funds, Options, Securities, Strategic Financial..., Trading, Valuation, Wealth Management

Education
The University of Calgary   1979 — 1980
Accounting

Western University   1976 — 1979
BA program, Econ., Poly Sci.

St. Andrews College   1973 — 1976
PREP school

American School in London   1972 — 1973

Yun Ah Lee Yun Ah Lee Los Angeles, California Details
Yun Ah Lee's Morgan Stanley Experience February 2010 - July 2011
Job Entrepreneur, Finance Professional
Industry Venture Capital & Private Equity
Experience
Ampere Inc   June 2013 - Present
Endeavour Capital  July 2011 - June 2013
Morgan Stanley   February 2010 - July 2011
Citi  June 2006 - February 2010

Skills
Financial Modeling, Valuation, Private Equity, Investment Banking, Entrepreneurship, Corporate Development, Mergers & Acquisitions, Start-ups, Due Diligence, Corporate Finance, Investments, Strategy, M&A experience, Business Strategy, Restructuring, Capital Raising, Debt & Equity Capital..., Product Design, Finance, Portfolio Management, Financial Analysis, Capital Markets, Management, Analysis

Education
University of California, Berkeley
Bachelor of Arts (BA), Economics

University of California, Berkeley - Walter A. Haas School of Business
Bachelor of Science (BS), Business Administration

Matthew Burns, CFA, FRM Matthew Burns, CFA, FRM San Francisco, California Details
Matthew Burns, CFA, FRM's Morgan Stanley Experience May 2001 - August 2001
Job Director of Capital Markets and Risk Management at Voce Capital Management
Industry Investment Management
Experience
Voce Capital Management   May 2015 - Present
SFG Asset Advisors  May 2014 - May 2015
SFG Asset Advisors  November 2013 - May 2014
Ascend Capital  January 2011 - August 2012
Ascend Capital  September 2006 - December 2010
Ascend Capital  June 2004 - August 2006
Cutler Group, LP  July 2003 - June 2004
Morgan Stanley   May 2001 - August 2001

Skills
Financial Markets, Portfolio Management, Hedge Funds, Long/Short Equity, Stock Picking, Fundamental Analysis, Valuation, Equities, Options, Trading, Trading Strategies, Hedging, Chartered Financial..., Bloomberg, Asset Managment, Investments, Equity Derivatives, Investment Strategies, Investment Management, Technical Analysis, Equity Research

Education
University of California, Berkeley   1998 — 2002
Bachelor of Science (BS), Business Administration

University of California, Berkeley   1998 — 2002
Bachelor of Arts (B.A.), Applied Mathematics

Sachal Nanda Sachal Nanda San Francisco Bay Area Details
Sachal Nanda's Morgan Stanley Experience May 2013 - August 2013
Job President at Berkeley Consulting
Industry Management Consulting
Experience
Berkeley Consulting  September 2013 - Present
Salesforce  May 2015 - August 2015
Box  June 2014 - August 2014
Morgan Stanley   May 2013 - August 2013
Vapore, Inc.   May 2012 - August 2012
Octillion Technology, Inc   June 2011 - August 2011

Skills
Teamwork, Python, Microsoft Word, PowerPoint, Market Research, Public Speaking, Microsoft Office, Event Planning, Customer Service, Microsoft Excel, Social Media Marketing, Java, C, PHP, MySQL, Web Development, Social Media, Product Development, Marketing, Spanish, Strategy, Content Marketing, Product Marketing

Education
University of California, Berkeley   2012 — 2016
B.A. Computer Science

University of California, Berkeley, Haas School of Business   2012 — 2016
B.S. Business Administration

Monte Vista High School   2008 — 2012

Jack Sanford Jack Sanford San Francisco, California Details
Jack Sanford's Morgan Stanley Experience June 2015 - Present
Job Investment Banking Analyst at Morgan Stanley
Industry Banking
Experience
Morgan Stanley   June 2015 - Present
Berkeley Investment Group  May 2013 - May 2015
UC Berkeley Haas School of Business  August 2011 - May 2015
Morgan Stanley   June 2014 - August 2014
Guggenheim Partners  June 2013 - August 2013
West Coast Asset Management  June 2012 - August 2012
JonesTrading  May 2010 - July 2010

Skills
Equities, Tennis, Investments, Bloomberg Terminal, Trading, Public Speaking, Critical Thinking, Equity Research, Leadership, Microsoft Excel, Financial Modeling, Financial Analysis, Financial Accounting, Sales, BlackRock Aladdin, Bloomberg, Economics

Education
UC Berkeley   2011 — 2015

Oaks Christian High School   2007 — 2011

Pearson Lyverse Pearson Lyverse San Francisco Bay Area Details
Pearson Lyverse's Morgan Stanley Experience September 2013 - March 2014
Job Associate Marketing Manager Subscription at Pandora
Industry Marketing and Advertising
Experience
Pandora  July 2015 - Present
Pandora  March 2014 - July 2015
Morgan Stanley   September 2013 - March 2014
RedAwning.com  September 2012 - March 2013
UC Berkeley  May 2011 - September 2012

Skills
Adobe Creative Suite, Microsoft Office, Digital Photography, Content Writing, Social Media, Copy Editing, Sales Prospecting, Advertising Operations, Lead Generation, Online Advertising, SEM, Travel Writing, SEO, Copywriting

Education
Acalanes High School

University of California, Berkeley
Bachelor of Arts (B.A.), English Language and Literature, General

Eric Magnusson Eric Magnusson Houston, Texas Details
Eric Magnusson's Morgan Stanley Experience September 2010 - July 2012
Job Manager, Financial Analysis at Veresen Inc.
Industry Financial Services
Experience
Veresen Inc.  July 2012 - Present
Morgan Stanley   September 2010 - July 2012
Mercer  January 2010 - September 2010
Mercer  January 2008 - August 2008

Skills
Financial Modeling, Equities, Private Equity, Bloomberg, VBA, Credit Analysis, Analysis, Investment Banking, Valuation, Investments, Risk Management, Financial Analysis, Portfolio Management, Due Diligence, Corporate Finance, Financial Reporting, Capital Markets, Derivatives, Asset Management

Education
The University of Calgary   2004 — 2009
Bachelor of Commerce

The University of Calgary   2004 — 2009
Bachelor of Science

St. Mary's High School

St. Mary's High School

Byron Meo Byron Meo Greater Los Angeles Area Details
Byron Meo's Morgan Stanley Experience 1999 - 2004
Job President at The Meo Group
Industry Real Estate
Experience
The Meo Group   January 2004 - Present
Morgan Stanley   1999 - 2004
Prudential Financial  1996 - 1999
Paine Webber  1988 - 1996

Skills
Residential Homes, Real Estate, Investors, Entrepreneurship, Short Sales, Foreclosures, Investment Properties, Real Estate Transactions, Real Estate Development, Property Management, Sellers

Education
University of California, Berkeley   1980 — 1984
Bachelor's degree, Business

Alexander Laine Alexander Laine Berkeley, California Details
Alexander Laine's Morgan Stanley Experience September 2014 - December 2014
Job Intern at UC Berkeley Campus Shared Services
Industry Higher Education
Experience
The PFM Group  July 2015 - Present
Morgan Stanley   September 2014 - December 2014
ClearCare  June 2014 - August 2014
UC Berkeley Public Service Center (formerly Cal Corps)   June 2013 - November 2013

Skills
Student Affairs, Microsoft Excel, Student Development, Microsoft Word, Social Media, Volunteer Management, Public Health, Economics

Education
University of California, Berkeley   2011 — 2015
Economics

Loyola High School   2007 — 2011

Chris Manderino Chris Manderino Orange County, California Area Details
Chris Manderino's Morgan Stanley Experience May 2005 - August 2005
Job Vice President of Business Development at BevMD LLC
Industry Health, Wellness and Fitness
Experience
BevMD LLC   January 2015 - Present
Bariatric Advantage, Strategic Business Unit, Metagenics Inc.   July 2010 - December 2014
National Football League  May 2006 - September 2009
Bologna Doves   February 2009 - July 2009
Legacy Financial  April 2009 - June 2009
CAL Football  August 2001 - May 2006
Morgan Stanley   May 2005 - August 2005

Skills
Negotiation, Management, Market Planning, Relationship Management, Business Development, Sales Acumen, Branding & Identity, Marketing Strategy, Coaching, Leadership, Strategic Planning, Account Management, Business Strategy, Social Media, Sales Management, New Business Development, Marketing, Team Building, Sales, Team Leadership, Nutraceuticals, Public Relations, Sales Operations, Social Media Marketing, Sports, Online Marketing, Event Management, CRM, Customer Service, Lead Generation, Cold Calling, Sales Process, Program Management, Selling, Medical Devices, Strategy, Product Marketing, Marketing Communications, Strategic Partnerships, Sales Presentations, Salesforce.com, Entrepreneurship, Market Research, Analysis, Time Management, Product Development, Direct Sales, Surgeons, Competitive Analysis, Start-ups

Education
University of California, Berkeley   2001 — 2006
American Studies, Business and Globalism

Newport Harbor High School

Newport Harbor High School

Matthew Huerta Matthew Huerta San Francisco Bay Area Details
Matthew Huerta's Morgan Stanley Experience 2000 - 2005
Job Registered Client Service Associate at UBS Financial Services Inc.
Industry Investment Management
Experience
UBS Financial Services Inc.  August 2011 - Present
Smith Barney  November 2006 - August 2011
Wachovia Securities  2005 - 2006
Morgan Stanley   2000 - 2005
The Working Group  1996 - 2000
Children & the Environment   1995 - 1997
Wellness Guide, University of California   1992 - 1995

Education
University of California, Berkeley   1991 — 1996

Margo Diamond Margo Diamond United States Details
Margo Diamond's Morgan Stanley Experience 2002 - 2004
Job Recruiting & Training Consultant, Adjunct Professor
Industry Financial Services
Experience
Diamond Talent Partners   2008 - Present
Heidrick & Struggles  2007 - 2008
Farallon Capital Management  2004 - 2007
Morgan Stanley   2002 - 2004
Goldman Sachs  2000 - 2002

Skills
Hedge Funds, Private Equity, Financial Services, Equities, Recruiting, Investment Banking, Talent Management, Corporate Finance, Asset Management, Venture Capital, Leadership Development, Executive Coaching, Resume, Mergers & Acquisitions, Investor Relations, Management, Organizational..., Investments

Education
Columbia University   2009 — 2010
MA, Developmental Psychology

University of California, Berkeley   1996 — 2000

The Peddie School   1992 — 1996

Conner Thomas Conner Thomas San Francisco Bay Area Details
Conner Thomas's Morgan Stanley Experience August 2014 - Present
Job Analyst at Morgan Stanley Real Estate Investing
Industry Investment Banking
Experience
Morgan Stanley   August 2014 - Present
JMP Securities  July 2012 - August 2014
JMP Securities  May 2011 - August 2011

Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Valuation, Investments, Corporate Finance, Hedge Funds, Equities, Capital Markets, Bloomberg

Education
University of California, Berkeley   2008 — 2012
Bachelor of Arts (B.A.), Statistics

Sima Keoshgerian Sima Keoshgerian Pasadena, California Details
Sima Keoshgerian's Morgan Stanley Experience September 1999 - Present
Job Associate Vice President Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley   September 1999 - Present

Skills
Wealth Management, Retirement Planning, Estate Planning, Investment Advisory, Investments, Series 7, Mutual Funds, Asset Allocation

Education
UC Berkeley   1995 — 1997
B.A.

H. Ross Hawkins, Ph.D. H. Ross Hawkins, Ph.D. Flagstaff, Arizona Area Details
H. Ross Hawkins, Ph.D.'s Morgan Stanley Experience December 1977 - May 1999
Job
Industry Nonprofit Organization Management
Experience
Ross Hawkins, Speaker (sole proprietorship)   August 2010 - Present
The Hummingbird Society   May 1996 - Present
National Speakers Association  2010 - 2013
Hummingbird Society   1996 - 2012
Morgan Stanley   December 1977 - May 1999

Skills
Non-profits, Small Business, Public Speaking, Leadership Development, Fundraising, Nonprofits, Editing, Advertising, Coaching, Public Relations, Management, Social Media Marketing, Executive Coaching, Motivational Speaking, Entrepreneurship, Teaching, Social Networking

Education
University of California, Berkeley   1961 — 1965
PhD

Santiago Stel Santiago Stel New York, New York Details
Santiago Stel's Morgan Stanley Experience October 2012 - Present
Job Vice President en Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley   October 2012 - Present
Barclays Capital  August 2011 - October 2012
Banco Itau Argentina   September 2004 - July 2009
Banco de la Nacion Argentina  September 2000 - March 2003

Skills
Investment Banking, Fixed Income, Financial Modeling

Education
Duke University   2009 — 2011
MBA, Finance

Universidad de Buenos Aires / UBA   1998 — 2005
Bs in Economics

Emily Giles Emily Giles San Francisco Bay Area Details
Emily Giles's Morgan Stanley Experience July 2010 - March 2013
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley   July 2010 - March 2013
Public Financial Management  July 2005 - June 2010

Skills
Financial Modeling, Fixed Income, Microsoft Office, New Business Development, Investments, Capital Markets, Valuation, Data Analysis, Forecasting

Education
University of California, Berkeley   2000 — 2005
BS, Environmental Economics and Policy

Virginia Bosch Virginia Bosch San Francisco Bay Area Details
Virginia Bosch's Morgan Stanley Experience May 2015 - Present
Job Complex Service Manager at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley   May 2015 - Present
Morgan Stanley Wealth Management  November 2012 - April 2015
UBS Financial Services Inc.  February 2010 - November 2012
UBS Financial Services Inc.  March 2007 - January 2010

Skills
Series 7, Financial Modeling, Investments, Equities, Financial Analysis, Fixed Income, Portfolio Management, Wealth Management, Asset Managment, Mutual Funds, Strategic Financial..., Asset Allocation, Investment Banking, Corporate Finance, Alternative Investments, Insurance

Education
University of California, Berkeley   2006 — 2006
Diploma, Finance

University of Buenos Aires   2000 — 2006
Bachelor, Economics

Monica Lee Kuchinski Monica Lee Kuchinski San Francisco Bay Area Details
Monica Lee Kuchinski's Morgan Stanley Experience May 2004 - July 2006
Job
Industry Marketing and Advertising
Experience
Rocket Fuel Inc.  September 2014 - Present
Rocket Fuel Inc.  January 2013 - August 2014
Rocket Fuel Inc.  May 2011 - January 2013
Alan D. Biller & Associates   July 2009 - May 2011
PGA TOUR  May 2007 - August 2007
Morgan Stanley   May 2004 - July 2006
Prudential Equity Research LLC   June 2003 - May 2004

Skills
Analytics, Investments, Strategy, Financial Services, Professional Mentoring, Digital Media, Sales, Advertising, Finance, Leadership, Social Media, Strategic Partnerships, Project Management, Salesforce.com, Asset Allocation, Portfolio Management, Start-ups

Education
University of Notre Dame - Mendoza College of Business   2006 — 2008
MBA

University of California, Berkeley
BA

Eunice Baek Eunice Baek Greater New York City Area Details
Eunice Baek's Morgan Stanley Experience September 2006 - May 2007
Job Partner, Talent & Culture at PDT Partners, LLC
Industry Financial Services
Experience
PDT Partners, LLC   January 2013 - Present
Fra' Mani Handcrafted Salumi   March 2006 - Present
Process Driven Trading, Morgan Stanley   January 2007 - December 2012
Morgan Stanley   September 2006 - May 2007
Morgan Stanley   June 2004 - March 2006
Morgan Stanley   November 2002 - June 2004
Morgan Stanley Institutional Technology   September 1997 - January 2002
The Princeton Review, National Headquarters   May 1996 - April 1997

Skills
Talent Management, Recruiting, Program Management, Management, Training, Organizational..., Onboarding, Start-ups, Trading Systems, Hedge Funds, Financial Services, Research, Trading, Deferred Compensation, Strategy, Succession Planning, Vendor Management, Employee Engagement, Change Management, Equities

Education
University of California, Berkeley
Bachelor of Arts (B.A.)

Shashank Nanavati Shashank Nanavati San Francisco Bay Area Details
Shashank Nanavati's Morgan Stanley Experience 2003 - 2004
Job Americas Products Value Chain Optimization Cross Regional at Chevron
Industry Oil & Energy
Experience
Chevron  March 2013 - Present
Chevron  May 2012 - March 2013
Chevron  August 2010 - May 2012
Chevron  2009 - July 2010
BearingPoint Consulting  2004 - May 2009
Morgan Stanley   2003 - 2004

Skills
Entrepreneurship, Business Strategy, Management Consulting, Financial Modeling, Business Process..., Financial Analysis, Strategy, Six Sigma, Strategic Planning, Energy, Valuation, Process Engineering, Program Management, Business Transformation, Business Process, Business Analysis

Education
University of Pennsylvania - The Wharton School   2010 — 2012
MBA, Management

University of Houston   2003 — 2004
MS, Finance

University of California, Berkeley   1998 — 2002
BS, Chemical Engineering

James Young Kwon James Young Kwon Greater Philadelphia Area Details
James Young Kwon's Morgan Stanley Experience March 2011 - August 2013
Job MBA Candidate, The Wharton School
Industry Financial Services
Experience
Coreanos Kitchen   July 2013 - Present
Morgan Stanley   March 2011 - August 2013
Mirae Asset Securities  June 2007 - August 2010
Samsung Electronics  February 2006 - June 2007

Skills
Bloomberg, Capital Markets, Equities, Financial Analysis, Financial Modeling, Hedge Funds, Investment Banking, Valuation, Private Equity

Education
University of Pennsylvania - The Wharton School   2015 — 2017
Master of Business Administration (MBA), MBA

University of California, Berkeley   2002 — 2006
Economics, Economics

Kye Hyun Kim Kye Hyun Kim Cupertino, California Details
Kye Hyun Kim's Morgan Stanley Experience June 2006 - August 2006
Job Embedded Kernel Engineer at Apple
Industry Computer Software
Experience
Apple  January 2014 - Present
Microsoft  March 2007 - January 2014
International Computer Science Institute / University of California, Berkeley   2006 - 2007
Morgan Stanley   June 2006 - August 2006

Skills
Kernel, Network Architecture, Network Security, System Software, Win32, Distributed Systems, Debugging, Algorithms, Win32 API, Hardware Bring-up, PCIe, Device Drivers, Software Design, Software Development, Xbox, PowerPC, Xbox 360, SSL, Socket Programming, Scalability, Multithreading, Visual Studio, Software Engineering, WinDbg, Kernel Programming, Object Oriented Design, System Architecture, REST, Hadoop, Perl, Windows Azure

Education
University of California, Berkeley
BA, Computer Science

Joy Paul Joy Paul Baltimore, Maryland Area Details
Joy Paul's Morgan Stanley Experience September 2007 - Present
Job Associate (IT)
Industry Investment Banking
Experience
Morgan Stanley   September 2007 - Present
Compuware Corporation  June 2004 - September 2007
Target  October 2002 - May 2004
Syntel  December 1996 - May 2004
AIG  2001 - 2002
Ford Motor Company  December 1996 - August 1999
L&T Infotech  1994 - 1996

Education
Calicut University   1987 — 1991
B-Tech

International Institute of Learning (IIL)

Ed Lam Ed Lam San Francisco Bay Area Details
Ed Lam's Morgan Stanley Experience July 2008 - September 2010
Job Vice President at Bay Grove
Industry Investment Management
Experience
Bay Grove   September 2010 - Present
Lineage Logistics  January 2012 - Present
Friends of San Francisco Independent Living Skills Program   November 2010 - October 2014
Morgan Stanley   July 2008 - September 2010
Lazard  November 2006 - April 2007
KPMG  June 2006 - August 2006

Skills
Investment Banking, Valuation, Private Equity, Financial Modeling, Financial Analysis, Due Diligence, Corporate Finance, Investments, Portfolio Management, Logistics, Warehousing, LBO, Forecasting, Mergers & Acquisitions, Business Acquisition, Public Relations

Education
University of California, Berkeley - Walter A. Haas School of Business   2006 — 2008
Business Administration

University of California, Berkeley   2004 — 2008
Bachelors, Economics

Prabal Mukherjee Prabal Mukherjee Greater New York City Area Details
Prabal Mukherjee's Morgan Stanley Experience September 2009 - May 2011
Job Lead .NET Architect / Developer at CitiGroup
Industry Information Technology and Services
Experience
Citi  May 2013 - Present
Credit Suisse  May 2011 - May 2013
Morgan Stanley   September 2009 - May 2011
Merrill Lynch  December 2007 - August 2009
AIG Investments  May 2006 - December 2007
Satyam Computer Services Ltd  2004 - 2006

Skills
.NET, SDLC, SQL, Business Analysis, Agile Methodologies, Requirements Analysis, SOA, Web Services, Oracle, Software Project..., Sybase, Enterprise Architecture, Requirements Gathering, Microsoft SQL Server, Software Development, Solution Architecture, SSRS, Business Intelligence, Visio, WCF, C# 4.0, Infragistics, Kendo, Gemfire RTE, TIBCO, Objective-C, Xcode, Eclipse, Visual Studio 2013, jQuery, WPF, LINQ, MSTest, Moq, Dependency Injection, Bootstrapping, Prism, T-SQL, Trading Systems, Fixed Income, UML

Education
University of Calcutta   1994 — 1997
Bachelor of Science (B.Sc.), Physics

Jagdish Chhabria Jagdish Chhabria Greater New York City Area Details
Jagdish Chhabria's Morgan Stanley Experience November 2011 - Present
Job Senior Business Analyst (Risk Management / Regulatory Capital / ALM)
Industry Capital Markets
Experience
Morgan Stanley   November 2011 - Present
IBM  January 2008 - November 2011
Bear Stearns & Company  February 2005 - December 2007
Morgan Stanley   June 2004 - January 2005
Calypso Technology  January 2003 - September 2003
ICICI Bank  May 1994 - December 2001

Skills
Business Analysis, Risk Management, Project Portfolio..., Derivatives, Fixed Income, Market Risk, FX Options, Credit Derivatives, Capital Markets, Middle Office, Swaps, Equity Derivatives, Hedge Funds, Back Office, Financial Services, Calypso, Valuation, Settlement

Education
University of California, Berkeley   2002 — 2002
Diploma in Computer Information Systems

GARP Certified FRM.   1999 — 1999
FRM

XLRI Jamshedpur   1992 — 1994
MBA

Matt Gediman Matt Gediman Orange County, California Area Details
Matt Gediman's Morgan Stanley Experience February 2001 - January 2002
Job SVP, Regional Manager at US Bank
Industry Banking
Experience
US Bank  March 2010 - Present
US Bank  October 2006 - March 2010
US Bank  April 2005 - October 2006
First American Equipment Finance  February 2004 - March 2005
Charles Schwab  January 2002 - January 2004
Morgan Stanley   February 2001 - January 2002

Skills
Commercial Banking, Loans, Banking, Lines Of Credit, Finance, Business Development, Financial Services, Commercial Lending, Credit, Portfolio Management, Credit Analysis, Cross Selling

Education
Pacific Coast Banking School (PCBS)   2013 — 2015
Graduate School of Banking

University of Southern California - Marshall School of Business   2007 — 2010
MBA, Finance / Accounting

University of California, Berkeley   1995 — 1999
BA, Anthropology

Roopali Gupta Roopali Gupta Greater New York City Area Details
Roopali Gupta's Morgan Stanley Experience February 2000 - July 2003
Job RYT 200
Industry Health, Wellness and Fitness
Experience
Self - Employed  December 2014 - Present
Barclays Capital  July 2003 - September 2008
Morgan Stanley   February 2000 - July 2003

Skills
Financial Structuring, Capital Markets

Education
University of California, Berkeley   1995 — 1999
B.A., Economics

Novik Bhattacharyya Novik Bhattacharyya Newark, Delaware Details
Novik Bhattacharyya's Morgan Stanley Experience June 2010 - September 2011
Job Vice President at J.P. Morgan
Industry Information Technology and Services
Experience
J.P. Morgan   December 2014 - Present
Mindlance  September 2011 - December 2014
Morgan Stanley   June 2010 - September 2011
Cognizant Business Consulting (BFS)   October 2006 - June 2010
JP Morgan Chase  2007 - 2010
Infosys  October 2003 - September 2006

Skills
SDLC, Java Enterprise Edition, PL/SQL, Requirements Analysis, Unix, Oracle, Unix Shell Scripting, SOA, Business Analysis, Requirements Gathering, Business Intelligence, Sybase, Perl, Solution Architecture, Shell Scripting, Microsoft SQL Server, Data Warehousing

Education
University of Burdwan   1999 — 2003
BE, Comp Science

St. Xavier's   1985 — 1998

Esteban Nofal Esteban Nofal Greater New York City Area Details
Esteban Nofal's Morgan Stanley Experience September 1996 - July 1998
Job Owner, CIMA Investments
Industry Financial Services
Experience
CIMA Investments   October 1998 - Present
CIMA Investments   1998 - Present
Morgan Stanley   September 1996 - July 1998
Oppenheimer & Co.   September 1994 - August 1996
BBVA Banco Frances  1992 - 1994

Skills
Investments, Wine collector, Restaurants, Marketing Strategy, Business Planning, Negotiation, Leadership, Strategic Planning, Business, Financial Analysis, Business Strategy, New Business Development, Mergers & Acquisitions, Sales Management, Management, Corporate Finance, Capital Markets, Portfolio Management, Private Equity, Marketing, Contract Negotiation, Entrepreneurship

Education
University of Buenos Aires   1985 — 1991

Janeene Balmir Janeene Balmir Greater New York City Area Details
Janeene Balmir's Morgan Stanley Experience January 2003 - November 2011
Job Managing Director, Treasury Capital Markets at J.P. Morgan
Industry Capital Markets
Experience
J.P. Morgan   May 2014 - Present
J.P. Morgan   December 2011 - April 2014
Morgan Stanley   January 2003 - November 2011
Bear Stearns  July 1998 - May 2001

Education
University of Michigan - Stephen M. Ross School of Business   1996 — 1998

University of California, Berkeley   1988 — 1992
BS, Finance, Accounting

Yi Yu Yi Yu San Francisco Bay Area Details
Yi Yu's Morgan Stanley Experience June 2011 - July 2013
Job Business Insights at Twitter
Industry Financial Services
Experience
Twitter  April 2015 - Present
Gryphon Investors  August 2013 - April 2015
Morgan Stanley   June 2011 - July 2013
Morgan Stanley   June 2010 - August 2010

Education
University of California, Berkeley, Haas School of Business   2009 — 2011
B.S., Business Administration

University of California, Berkeley   2007 — 2011
B.A., Economics

Dennis Chornenky Dennis Chornenky United States Details
Dennis Chornenky's Morgan Stanley Experience December 2010 - September 2013
Job Investment Banker at Lazard
Industry Investment Banking
Experience
Lazard  2014 - Present
Morgan Stanley   December 2010 - September 2013
Wells Fargo Advisors  April 2008 - November 2010
UBS  May 2007 - March 2008

Education
University of Oxford
Master of Business Administration (MBA)

University of California, Berkeley
Bachelor of Arts

James Bistrain James Bistrain Sacramento, California Area Details
James Bistrain's Morgan Stanley Experience September 2001 - December 2002
Job Vice President, Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  September 2014 - Present
Fidelity Investments  May 2012 - August 2014
TD Ameritrade  July 2006 - April 2012
E*TRADE Financial  May 2003 - June 2006
Morgan Stanley   September 2001 - December 2002

Education
University of California, Berkeley   1995 — 2000
Bachelor's degree, Economics

Bennett Ellis Bennett Ellis Greater New York City Area Details
Bennett Ellis's Morgan Stanley Experience September 2005 - June 2007
Job VP at Exchange Networks
Industry Marketing and Advertising
Experience
Exchange Networks   September 2008 - Present
Accenture  June 2007 - August 2007
Morgan Stanley   September 2005 - June 2007

Skills
Marketing Strategy, Strategic Planning, General Administration, Strategy, Product Development, Web Marketing, Web Design, Mergers, Financial Modeling, Private Equity, Investments, Business Strategy, Due Diligence, Investment Banking, Financial Analysis

Education
University of California, Berkeley   2001 — 2005
BA, Economics

Elizabeth Pell, CFP, CRPS, CRPC Elizabeth Pell, CFP, CRPS, CRPC Greater Los Angeles Area Details
Elizabeth Pell, CFP, CRPS, CRPC's Morgan Stanley Experience 2006 - Present
Job Wealth Management, Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley   2006 - Present

Skills
Retirement Income..., Wealth Management, Retirement Savings, Retirement Solutions, Financial Planning, Insurance Planning, Education Savings, Wealth Accumulation, Rollovers, Roth IRA, IRA Rollovers, 401k Rollovers, Investment Selection, Family Planning, Strategic Financial..., Financial Planners, IRAs, Series 7, Retirement Planning, Asset Allocation, Investment Strategies, Estate Planning, Series 63, Series 65, 401k, Wealth Management..., ETFs, Wealth, Bonds, Insurance, Long-term Care, Investments, Financial Services

Education
University of California, Berkeley
Bachelor's degree

Granada Hills High School

Jamey Sperans Jamey Sperans Greater Philadelphia Area Details
Jamey Sperans's Morgan Stanley Experience 2001 - Present
Job Managing Director
Industry Investment Management
Experience
Morgan Stanley   2001 - Present

Education
University of California, Berkeley   1983 — 1987
BA, History

Vincent Carey Vincent Carey San Francisco, California Details
Vincent Carey's Morgan Stanley Experience July 1996 - July 1998
Job Principal at Gryphon Investors
Industry Venture Capital & Private Equity
Experience
Gryphon Investors  August 2015 - Present
MHT MidSpan  July 2011 - July 2015
Harris Williams & Co.   July 2005 - July 2011
Thomas Weisel Partners  May 2001 - May 2003
Goldman Sachs  July 1998 - July 1999
Morgan Stanley   July 1996 - July 1998

Skills
Valuation, Mergers, Investment Banking, Financial Analysis, M&A experience, Equity Research, Financial Modeling, Investments, Corporate Finance, Due Diligence, Private Equity, Capital Markets, Venture Capital, Corporate Development, Equities, LBO, Business Strategy, Finance, Business Valuation, Strategy, Financial Advisory, Mergers & Acquisitions, IPO

Education
University of California, Berkeley, Haas School of Business   2003 — 2005
MBA, Finance and Financial Management Services

University of California, Berkeley   1992 — 1996
BS, Business Administration

Pushpinder Kaur Pushpinder Kaur Greater Atlanta Area Details
Pushpinder Kaur's Morgan Stanley Experience June 2006 - December 2006
Job Public Sector Cloud Applications Technologist at Oracle Corporation
Industry Information Technology and Services
Experience
Oracle  June 2014 - Present
Oracle  February 2012 - May 2014
Oracle  2010 - February 2012
Sun Microsystems  May 2008 - December 2009
Morgan Stanley   June 2006 - December 2006
California State Controllers Office  May 2006 - October 2006

Skills
Process Improvement, Data Analysis, Campaigns, Competitive Analysis, Business Intelligence, Project Management, SaaS, Analysis, ERP, Forecasting, Project Planning, Start-ups, Consulting, Sales, Marketing, Enterprise Software, Oracle, Training

Education
University of California, Berkeley   2007 — 2010
B.A., Economics

Robert Otis Robert Otis Greater Los Angeles Area Details
Robert Otis's Morgan Stanley Experience 1986 - 2007
Job Business Analyst at HunterDonaldson
Industry Financial Services
Experience
HunterDonaldson   August 2012 - Present
Smith Barney  April 2008 - June 2009
wm financial  2007 - 2008
Morgan Stanley   1986 - 2007

Skills
Securities, Mutual Funds, Equities, Series 7, Series 63, Retirement Planning, Investments, Asset Managment, Asset Allocation, Asset Management, Risk Management, Fixed Income, Wealth Management, Financial Services, Portfolio Management, Management, Hedge Funds, FINRA, Investment Advisory, Insurance, Banking, Trading, Finance, Credit Analysis, Credit, Financial Advisory, Financial Modeling, Financial Analysis

Education
University of California, Berkeley   1980 — 1984
ba, social science

Dominguez high school

Cecilia Pan Cecilia Pan Greater New York City Area Details
Cecilia Pan's Morgan Stanley Experience February 2014 - May 2014
Job Consultant Stone Castle
Industry Financial Services
Experience
Morgan Stanley   February 2014 - May 2014
Bank of America  August 2011 - September 2013
Merrill Lynch  2003 - 2008
Credit Suisse  2001 - 2003

Skills
Structured Products, Valuation, Credit, Financial Modeling, Capital Markets, Hedge Funds, Fixed Income, Portfolio Management, Derivatives, Equities, Investment Banking, Bloomberg, Bonds, Private Equity, Structured Finance

Education
Columbia Business School
Master of Business Administration (MBA)

UC Berkeley
BA, Economics

Ellen Nastase Ellen Nastase Orange County, California Area Details
Ellen Nastase's Morgan Stanley Experience February 2002 - August 2005
Job Senior Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch  September 2005 - Present
Morgan Stanley   February 2002 - August 2005

Skills
Investments, Financial Planning, Series 7, Asset Allocation, Wealth Management, Retirement Planning, Strategic Financial..., Investment Advisory, Investment Strategies, Series 63, Wealth Management..., ETFs, Series 65, Uniform Combined State..., Alternative Investments, IRAs, 401k Rollovers, Investment Management, FINRA, Financial Advisory

Education
Woodbury University   1996 — 1998
MBA, Finance

UCLA   1994 — 1996
International Business Certification, International Business

University of Bucharest

Bart Grenning Bart Grenning San Francisco Bay Area Details
Bart Grenning's Morgan Stanley Experience March 1998 - May 2000
Job Director at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  March 2008 - Present
Pequot Capital  May 2006 - February 2008
Credit Suisse  May 2000 - May 2006
Morgan Stanley   March 1998 - May 2000
UBS  March 1996 - March 1998
ING Barings  April 1995 - March 1996
Credit Suisse First Boston  June 1990 - April 1995

Education
University of California, Berkeley   1986 — 1990
Economics

Bilal Chaudhry Bilal Chaudhry San Francisco Bay Area Details
Bilal Chaudhry's Morgan Stanley Experience 2009 - 2012
Job Private Equity Associate at KKR
Industry Venture Capital & Private Equity
Experience
KKR  2012 - Present
Morgan Stanley   2009 - 2012
Lehman Brothers  2008 - 2008
Financial Technology Partners  October 2005 - March 2006

Skills
Investment Banking, Valuation, Financial Modeling, Due Diligence, LBO, Private Equity, Venture Capital, Investments, M&A experience, Corporate Development, Capital Markets, Corporate Finance, Hedge Funds

Education
University of California, Berkeley   2004 — 2008
B.S., Industrial Engineering and Operations Research

Garrett Seligman Garrett Seligman San Francisco Bay Area Details
Garrett Seligman's Morgan Stanley Experience 1977 - 2009
Job Independent Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley   1977 - 2009

Education
University of California, Berkeley
BA

David Zeng David Zeng San Francisco Bay Area Details
David Zeng's Morgan Stanley Experience June 2013 - May 2014
Job Investment Banking Analyst at Centerview Partners
Industry Financial Services
Experience
Centerview Partners  May 2014 - Present
Morgan Stanley   June 2013 - May 2014
Morgan Stanley   June 2012 - August 2012

Education
University of California, Berkeley   2009 — 2013
B.S., Bioengineering

University of California, Berkeley - Walter A. Haas School of Business   2011 — 2013
B.S., Business Administration

Windsor Chan Windsor Chan San Francisco Bay Area Details
Windsor Chan's Morgan Stanley Experience 2010 - 2010
Job Student at University of California, Berkeley
Industry Financial Services
Experience
Cutler Group, LP  June 2011 - Present
Morgan Stanley   2010 - 2010

Education
University of California, Berkeley   2007 — 2011
B.A. Mathematics, B.A. Computer Science

Amena Baporia Amena Baporia San Francisco Bay Area Details
Amena Baporia's Morgan Stanley Experience October 2006 - August 2007
Job Assistant Controller at SunLink
Industry Renewables & Environment
Experience
SunLink  August 2015 - Present
SunLink  July 2014 - Present
SunLink  January 2014 - June 2014
SunLink  October 2012 - January 2014
SunLink  November 2010 - October 2012
Morgan Stanley   October 2006 - August 2007

Skills
Solar Energy, Account Reconciliation, Microsoft Excel, Accounting, Financial Analysis, Auditing

Education
University of California, Berkeley
Bachelors, Political Economy

Adrienne Sam Adrienne Sam New York, New York Details
Adrienne Sam's Morgan Stanley Experience June 2011 - Present
Job Excel Specialist at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley   June 2011 - Present
RR Donnelley  August 2006 - May 2011

Skills
Business Analysis, Microsoft Excel, Training Delivery, Project Management, Software Documentation, SharePoint, Vendor Management, Training, Microsoft Office

Education
University of California, Berkeley
Bachelor of Science (B.S.), Business (Finance and Economics)

Rene Maravilla Rene Maravilla San Francisco Bay Area Details
Rene Maravilla's Morgan Stanley Experience June 2009 - September 2009
Job Asset Protection at Target
Industry Retail
Experience
Target  August 2009 - Present
Target (Asset Protection)   August 2009 - Present
Morgan Stanley   June 2009 - September 2009
Securitas (Security)   October 2006 - January 2008
Wal-Mart  August 2004 - May 2005
U.S. Army   July 1997 - March 2003

Education
University of California, Berkeley
Davis B.S, Managerial Economics

Cristian Macavei Cristian Macavei Menlo Park, California Details
Cristian Macavei's Morgan Stanley Experience 2013 - Present
Job Investment Banking Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley   2013 - Present
UBS Investment Bank  July 2012 - 2013

Skills
Valuation, Financial Modeling, Capital IQ, Due Diligence, Financial Analysis, Bloomberg, Corporate Finance, Equities, Capital Markets, Private Equity, LBO, Hedge Funds, Equity Research, Fixed Income

Education
University of California, Berkeley   2008 — 2012
Bachelor of Arts (BA), Economics

University of California, Berkeley - Walter A. Haas School of Business   2008 — 2012
Bachelor of Science (BS), Business Administration

Jennifer Chen Jennifer Chen Los Angeles, California Details
Jennifer Chen's Morgan Stanley Experience June 2012 - July 2014
Job Associate at Saban Capital Group
Industry Venture Capital & Private Equity
Experience
Saban Capital Group  July 2014 - Present
Morgan Stanley   June 2012 - July 2014

Education
University of California, Berkeley
B.S., Business Administration, Walter A. Haas School of Business

Jeff Grau Jeff Grau San Francisco Bay Area Details
Jeff Grau's Morgan Stanley Experience 1999 - 2001
Job Registered Representative at Employee Benefits Services Group, Inc.
Industry Financial Services
Experience
Employee Benefits Services Group, Inc.   November 2011 - Present
Almaden Valley Girls Softball League   2007 - Present
Presentation High School  July 2009 - December 2014
TD Ameritrade  2010 - 2011
AIG VALIC  2008 - 2009
Bank of America  2003 - 2008
Morgan Stanley   1999 - 2001

Skills
Retirement Planning, Series 7, Investment Strategies, Investments, Securities, Wealth Management, Financial Advisory, Series 63, Series 65, Mutual Funds, Investment Advisory, Fixed Income, Equities, Portfolio Management

Education
University of California, Berkeley   1989 — 1993
B.S., Political Economies

St. Mary's High School, Stockton, CA   1985 — 1989

Christopher Caguin Christopher Caguin Greater Los Angeles Area Details
Christopher Caguin's Morgan Stanley Experience June 2012 - August 2012
Job Investment Banking Analyst at Moelis & Company
Industry Investment Banking
Experience
Morgan Stanley   June 2012 - August 2012
Colony Capital  June 2011 - August 2011

Education
University of California, Berkeley
B.S., Business Administration

Andreas Hampel Andreas Hampel Austria area Details
Andreas Hampel's Morgan Stanley Experience January 2010 - November 2012
Job Senior Consultant bei Deloitte
Industry Financial Services
Experience
Deloitte  July 2012 - Present
Morgan Stanley   January 2010 - November 2012
Caos Ltd.   January 2007 - October 2008

Skills
Investment Banking, Valuation, Financial Modeling, Capital Markets, Private Equity, Corporate Finance, Bloomberg, LBO, Strategic Consulting, Investment Advisory, Project Management, Team Management, Unternehmensfinanzierung, Finanzmodelle, Wertbestimmung

Education
University of Buckingham   2007 — 2008
Bachelor of Science (Honours), Business Enterprise

Bogdan Morariu Bogdan Morariu Greater New York City Area Details
Bogdan Morariu's Morgan Stanley Experience September 2009 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley   September 2009 - Present

Skills
Derivatives, Structured Products, Quantitative Finance, Financial Modeling, Fixed Income, Equities, Options, Hedge Funds, Capital Markets, Risk Management, Valuation

Education
University of California, Berkeley
PhD, Physics

Michael Zhou Michael Zhou Berkeley, California Details
Michael Zhou's Morgan Stanley Experience June 2015 - Present
Job Investment Banking Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley   June 2015 - Present
J.P. Morgan   June 2014 - August 2014
Hulu  June 2013 - August 2013
Morgan Joseph TriArtisan LLC  January 2013 - April 2013
FMV Opinions, Inc.   September 2012 - December 2012
Patpatia & Associates  May 2012 - August 2012

Skills
Business Valuation

Education
University of California, Berkeley

Hunter Lyall Hunter Lyall San Francisco, California Details
Hunter Lyall's Morgan Stanley Experience April 2004 - March 2006
Job Finance Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo  July 2012 - Present
Wells Fargo  April 2006 - July 2012
Morgan Stanley   April 2004 - March 2006

Skills
Finance, Banking, Financial Analysis, Financial Communications, Risk Management, Strategic Financial..., Project Management, Financial Modeling, Resource Optimization, Statistical Data..., Financial Reporting, Financial Markets, Financial Services, Retail Banking, Financial Accounting, Credit

Education
UC Berkeley   2011 — 2014
Master of Business Administration (M.B.A.)

UCSD   2001 — 2005
BS, Management Science

Edward Malicdem Edward Malicdem Pasadena, California Details
Edward Malicdem's Morgan Stanley Experience September 2001 - June 2010
Job Vice President, Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  June 2010 - Present
Morgan Stanley   September 2001 - June 2010

Skills
Series 7, Retirement Planning, Mutual Funds, Asset Allocation, Fixed Annuities, Alternative Investments, Variable Annuities, Separately Managed..., Estate Planning, Financial Advisory, Portfolio Management, Strategic Financial..., Defined Benefit, 401k Rollovers, High Net Worth..., Defined Contribution, Saving for Education, Retirement Plan..., Life Insurance, Long Term Care Insurance, Wealth Management..., Investment Advisory, Series 63, Wealth Management, Uniform Combined State..., Series 65, Retirement, Financial Planning

Education
Whittier Law School
Law

UC Berkeley
Bachelor of Arts (B.A.), History and Political Science

La Salle High School

Ayrika Ng Ayrika Ng San Francisco Bay Area Details
Ayrika Ng's Morgan Stanley Experience November 2012 - April 2013
Job Capital Transactions Analyst at Shorenstein Realty Services
Industry Real Estate
Experience
Shorenstein Realty Services  April 2013 - Present
Morgan Stanley   November 2012 - April 2013
Shamrock Real Estate Company   January 2012 - August 2012

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Dyna, Stata, Argus, Research, Analysis, Business Planning, Asset Management, Microsoft Word, Real Estate, Financial Modeling

Education
UC Berkeley   2009 — 2013
Environmental Economics and Policy

Bentley High School   2005 — 2009

Rene Kern Rene Kern Greenwich, Connecticut Details
Rene Kern's Morgan Stanley Experience August 1990 - January 1996
Job Managing Director at General Atlantic
Industry Venture Capital & Private Equity
Experience
General Atlantic  February 1996 - Present
Morgan Stanley   August 1990 - January 1996

Education
University of Pennsylvania   1988 — 1990
Master of Arts (MA), International/Global Studies (Lauder Institute)

University of Pennsylvania - The Wharton School   1988 — 1990
Master of Business Administration (MBA), Finance, General

University of California, Berkeley   1984 — 1986
Bachelor of Science (B.S.), Business Administration and Management, General

University of California, San Diego   1982 — 1984
Applied Mathematics and Economics

Jason Gill Jason Gill San Francisco Bay Area Details
Jason Gill's Morgan Stanley Experience March 1999 - January 2006
Job Principal at JSG Capital Investments San Francisco & New York
Industry Investment Banking
Experience
JSG Capital   March 2006 - Present
Morgan Stanley   March 1999 - January 2006

Skills
Venture Capital, Leadership Development, Financial Analysis, Stock Market, Equity Valuation, Angel Investing, Emerging Markets, Mobile Applications, Private Equity, Start-up Ventures, Mergers & Acquisitions, Start-ups, Financial Modeling, Valuation, Investment Banking, Investments, Corporate Finance, Due Diligence, Capital Markets, Management, Equities

Education
University of California, Berkeley, Haas School of Business   1996 — 1998
Master of Business Administration (MBA)

University of California, Berkeley
Business/Managerial Economics

Will Chau Will Chau San Ramon, California Details
Will Chau's Morgan Stanley Experience September 2012 - May 2014
Job Financial Services
Industry Financial Services
Experience
Morgan Stanley   September 2012 - May 2014
AXA Advisors  August 2011 - August 2012
Leader Universal Housing   August 2008 - June 2012
AirSet  January 2008 - November 2010

Education
University of California, Berkeley   2002 — 2007
Bachelor of Arts (B.A.), Mathematics, Recipient of Cal Opportunity Scholarship – Full-Ride Scholarship.

Sean Wooldridge Sean Wooldridge Berkeley, California Details
Sean Wooldridge's Morgan Stanley Experience May 2013 - August 2013
Job Executive Committee, Secretary, Alumni Relations at Sigma Nu Fraternity, Inc.
Industry
Experience
Sigma Nu Fraternity, Inc.   January 2014 - Present
Consult Your Community  January 2015 - May 2015
Campaign for Attorney General, Ron Gold   June 2014 - August 2014
Consult Your Community  February 2013 - December 2013
Morgan Stanley   May 2013 - August 2013

Education
University of California, Berkeley   2012 — 2016
Business Administration, Junior

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