Morgan Stanley
Industry: Investment banking company
DescriptionMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. Headquarters: New York City, New York, United States CEO: James P. Gorman (Jan 1, 2010–) Revenue: 37.94 billion USD (2017) Subsidiaries: Discover Financial Services, Did you know: Morgan Stanley is the sixth-largest bank in the US by total assets ($875 B). wikipedia.org
Morgan Stanley List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Morgan Stanley. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Morgan Stanley Employees
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
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
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
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
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
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
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
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
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
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
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
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
Morgan Stanley February 2010 - Present
Powerex February 2003 - January 2010
Education
University of Calgary
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
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
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
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
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
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
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
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
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
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
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.)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.
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
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
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
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
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
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.)
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
Morgan Stanley 2001 - Present
Education
University of California, Berkeley 1983 — 1987
BA, History
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
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
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
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
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
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
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
Morgan Stanley 1977 - 2009
Education
University of California, Berkeley
BA
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
Cutler Group, LP June 2011 - Present
Morgan Stanley 2010 - 2010
Education
University of California, Berkeley 2007 — 2011
B.A. Mathematics, B.A. Computer Science
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
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)
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
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
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
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
Morgan Stanley June 2012 - August 2012
Colony Capital June 2011 - August 2011
Education
University of California, Berkeley
B.S., Business Administration
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
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
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
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
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
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
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
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
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.
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