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
Divco West Properties January 2013 - Present
Piedmont Property 2011 - 2012
ProLogis 2011 - 2012
CalPERS February 2009 - March 2011
Banc of America Securities 2003 - 2008
Morgan Stanley 1998 - 2002
Skills
Real Estate, Real Estate Private..., Investments, Commercial Real Estate, Apartments, Residential Communities, Investment Management, Portfolio Management, Asset Management, Capital Markets, Real Estate Financing, Capital Structure, Investment Strategies, Funding, Acquisitions, Disposition, Fiduciary Management, Asset Allocation, Investor Relations, Investment Banking, Mergers, Private Placements
Education
UC Hastings College of the Law 1988 — 1993
Doctor of Law (J.D.), Real Estate
University of California, Berkeley - Walter A. Haas School of Business 1988 — 1993
MBA, Real Estate
University of California, Berkeley 1984 — 1988
Bachelor of arts, English
Permira August 2014 - Present
Morgan Stanley June 2012 - July 2014
Morgan Stanley June 2011 - August 2011
Lazard December 2010 - May 2011
Morgan Keegan Technology Group August 2010 - November 2010
FMV Opinions, Inc. February 2010 - July 2010
Skills
Financial Modeling, Investment Banking, Bloomberg, Valuation, Corporate Finance, Capital IQ, Financial Analysis, Business Valuation, Capital Markets
Education
UC Berkeley 2008 — 2012
Bachelor of Arts (B.A.), Economics
UC Berkeley Haas School of Business 2008 — 2012
Bachelor of Science (B.S.), Business Administration
British International School, Jakarta 1998 — 2008
SUPERB Productions September 2015 - Present
IBM June 2015 - September 2015
AppCoin September 2014 - December 2014
Uber August 2014 - October 2014
Morgan Stanley June 2014 - October 2014
Chime Card April 2014 - July 2014
UC Berkeley October 2012 - April 2014
Schumann's Four Season Catering May 2013 - October 2013
Summer Bridge Tutor June 2010 - September 2011
Skills
Leadership, Start-ups, Social Skills, Social Networking, Business Strategy, Teamwork, Customer Service, Business Analysis, Microsoft Word, Financial Analysis, Mentoring, Cooperative, Strategy, Business Development, Partnerships, Product Management, Project Management
Education
UC Berkeley 2012 — 2016
Capuchino High School 2008 — 2012
High School
Good Technology (through AppCentral Acquisition) October 2012 - Present
AppCentral (acquired by Good Technology) November 2007 - Present
Amazon.com June 2007 - August 2007
Morgan Stanley June 2006 - August 2006
Blue Lane Technologies June 2005 - August 2005
Job Science 2004 - 2004
Skills
SaaS, Mobile Applications, Enterprise Software, Java, Mobile Technology, Software Engineering, Cloud Computing, MySQL, Mobile Devices, Start-ups, Strategic Partnerships, Agile Methodologies, Web Applications, Product Development, Distributed Systems, Product Management, Scalability, Python, Linux, Java Enterprise Edition
Education
University of California, Berkeley 2004 — 2008
BS, EECS
Intacct Corporation June 2015 - Present
Goldman Sachs May 2011 - June 2014
Morgan Stanley June 2009 - May 2011
Morgan Stanley June 2008 - August 2008
Skills
Financial Analysis, Financial Modeling, Management, Valuation, Organizational..., Microsoft Excel, Fixed Income, Corporate Finance, Leadership, Investments, Data Analysis, Analysis, Strategy
Education
University of California, Berkeley, Haas School of Business 2014 — 2016
Master of Business Administration (MBA), Emphasis in Marketing and Strategy
Villanova University 2005 — 2009
Finance, Accounting
Hangzhou Ruman Investment Management Co., Ltd (Ru Fund) June 2015 - Present
Guangdong Guanhao High-Tech Co., Ltd January 2015 - Present
Knights Investment Group July 2013 - September 2013
Morgan Stanley May 2013 - June 2013
CapitalMap September 2012 - May 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Financial Analysis, Research, Social Media, R, Matlab
Education
University of California, Berkeley 2010 — 2014
Bachelor's degree, Applied Mathematics, Economics
Churchill Management Group April 2013 - Present
Fisher Investments August 2011 - April 2013
Fisher Investments November 2003 - September 2011
Morgan Stanley March 2000 - April 2003
Skills
Management, New Business Development, Vendor Management, Risk Management, Business Development, Business Strategy, Business Analysis, CRM, Process Improvement, Strategic Planning, Account Management, Management Consulting, Team Leadership, Budgets, Team Building, Negotiation, Change Management, Project Management, Financial Analysis, Mentoring, Cross-functional Team..., Banking
Education
University of California, Berkeley 1995 — 1999
BS, Economics
Cushman & Wakefield 2010 - Present
O'Connor Construction Management, Inc. 2006 - 2010
Devcon Construction 2006 - 2009
Philosophy IB, LLP 2002 - 2005
Brush & Yauger, LLC 1996 - 2001
Morgan Stanley 1991 - 1995
UBS Investment Bank 1987 - 1991
Skills
Construction, Project Management, Management, Process Scheduler, Budgets, Forecasting, Construction Management, LEED AP, Financial Analysis, Capital Budgeting, Investment Banking, Project Estimation, Change Management, Asset Management, Contract Negotiation, Change Order Management, CPM Scheduling, Tenant Improvement, Commercial Construction, Ground Up Development
Education
University of California, Berkeley
Construction Management Certificate, Department of Engineering
University of California, Berkeley
Bachelor of Arts (BA), Economics
U.S. Green Building Council
LEED AP
General Securities Representative Exam
Series 7 and Series 52
Clearlake Capital Group September 2014 - Present
H.I.G. Capital August 2013 - August 2014
Morgan Stanley June 2011 - July 2013
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Investment Banking, Equity Research, Equities, Due Diligence, Business Strategy, LBO, Capital Markets, Private Equity, DCF, Mergers & Acquisitions, Bloomberg, Capital IQ, Investments, Economics, Microsoft Excel, Fixed Income, Venture Capital, Strategy, Hedge Funds, Corporate Development
Education
University of California, Berkeley, Haas School of Business 2007 — 2011
B.S., Business Administration
Morgan Stanley September 2015 - Present
Autodesk August 2015 - Present
APUS Group March 2015 - June 2015
Uber February 2015 - June 2015
Google March 2015 - March 2015
Miss Universe Organization October 2014 - March 2015
University of California Student Association September 2014 - December 2014
WJB Bearings Inc. July 2014 - August 2014
Siemens August 2012 - May 2013
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, Research, Public Speaking, Customer Service, Spanish, Chinese, Volunteer Management, Volunteering, Academic Tutoring, American History, European History, Environmental Science, Language Teaching, Social Media, Event Planning, Teamwork, Leadership, PowerPoint, Marketing, Social Networking, Community Outreach
Education
University of California, Berkeley 2014 — 2018
Bachelor's Degree, Environmental Economics & Policy
High School 2010 — 2014
International Baccalaureate Diploma, High School Diploma
Hyundai Capital America July 2015 - August 2015
Hyundai Card∙Life∙Capital∙Commercial June 2015 - July 2015
Associated Students of the University of California August 2014 - July 2015
Morgan Stanley June 2014 - August 2014
Greenvity Communications, Inc June 2013 - August 2013
Insane Ink August 2012 - June 2013
Education
University of California, Berkeley, Haas School of Business 2013 — 2017
Bachelor’s Degree, Business Administration, Global Management Concentration
Piedmont Hills High School 2009 — 2013
High School, Business Magnet Program
Golden 1 Credit Union June 2015 - Present
American Water August 2014 - June 2015
California Superstores September 2012 - August 2014
State Street December 2006 - September 2012
State Street March 2008 - April 2010
State Street Corporation December 2009 - March 2010
State Street Corporation December 2006 - March 2008
Morgan Stanley June 2005 - August 2005
Skills
Finance, Financial Analysis, Accounting, Valuation, Bloomberg, Auditing, Equities, Account Reconciliation, Portfolio Management, Investments, CRM, Mutual Funds, Equity Research, Financial Statements, Management, Budgets, Financial Modeling, Forecasting, Trend Analysis, Financial Systems, Project Management, Program Management, Financial Accounting, Financial Reporting, Team Leadership, Staff Development, Change Management, Corporate Finance
Education
University of California, Berkeley 2014 — 2015
Professional Certificate in Financial Planning & Analysis, Finance
University of California, Berkeley, CA 2013 — 2015
Professional Certificate in Finance, Corporate Finance
University of California, Davis 2002 — 2006
B.S., Managerial Economics
Lafayette School District August 2010 - Present
Contra Costa Interfaith Housing 2008 - 2009
Regardie's Magazine 1993 - 1995
ACCESS Travel Guide 1993 - 1994
American University 1990 - 1991
Morgan Stanley 1987 - 1989
Education
University of California, Berkeley 1984 — 1987
Bachelor's degree, History
Campolindo High School 1981 — 1984
Hanover High School 1980 — 1981
Caesars Entertainment Corporation 2013 - Present
Symantec 2011 - 2013
Morgan Stanley 2010 - 2010
Charles River Associates 2006 - 2009
Skills
Management Consulting, Financial Modeling, Competitive Analysis, Strategy, Business Strategy, Valuation, Financial Analysis, Mergers & Acquisitions, Corporate Finance, Due Diligence, Product Management, Market Research, Market Analysis, Business Development, Product Marketing, Cross-functional Team..., Strategic Planning, Data Analysis, Finance, Entrepreneurship
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2011
MBA, Finance, General
Wesleyan University 2002 — 2006
BA, economics
Greywater Recycling Systems Inc. May 2015 - Present
Giros Design May 2014 - May 2015
Alpha Phi Omega National Service Fraternity April 2012 - December 2012
Pinchit March 2012 - June 2012
Associated Students of the University of California September 2010 - May 2011
Morgan Stanley June 2007 - October 2008
Skills
Social Media, Microsoft Office, Event Planning, Microsoft Excel, Leadership, Customer Service, Product Marketing, Social Media Marketing, Email Marketing, Content Marketing, Public Speaking, Editing
Education
University of California, Berkeley 2010 — 2013
Bachelor of Arts (BA), Political Economy
University of California, Berkeley 2010 — 2013
BS, Political Economy
Morgan Stanley November 2014 - Present
Citi September 2009 - Present
Skills
Series 7, Investments, Financial Analysis, Capital Markets, Bloomberg, Series 63, Microsoft Excel, Finance, Microsoft Office, PowerPoint, Sales, Economics, Social Media, Data Analysis, Public Speaking, Financial Reporting, Access, Financial Modeling, Equities, Valuation
Education
UC Berkeley 2004 — 2008
ISF-Interdisciplinary Studies Field Major, International Relations and Business
Morgan Stanley June 2015 - Present
UC Berkeley July 2014 - May 2015
BloomReach June 2014 - August 2014
Federal Reserve Board of Governors January 2014 - April 2014
UC Berkeley Jewish Student Union December 2012 - December 2013
Alpha Omicron Pi Fraternity November 2012 - December 2013
Cisco Systems May 2013 - August 2013
University of California, Berkeley Residential and Student Services Program August 2012 - May 2013
UC Berkeley Jewish Student Union December 2011 - December 2012
Jewish Community Federation of San Francisco, the Peninsula, Marin and Sonoma Counties June 2012 - August 2012
Skills
Policy, Fundraising, Public Policy, Event Planning, Community Outreach, Nonprofits, Event Management, Golf, Team Leadership, Spanish-speaking, Spanish Literature, Piano, PowerPoint, Macroeconomics, Marketing, Blogging, Facebook, Management, Public Speaking, Spanish, Microsoft Office
Education
UC Berkeley 2011 — 2015
Bachelor of Arts (B.A.), Political Economy
San Mateo High School 2007 — 2011
High School Diploma
United Talent Agency May 2015 - Present
Moelis & Company December 2014 - May 2015
Morgan Stanley August 2012 - May 2014
The Wharton School August 2010 - May 2012
Morgan Stanley June 2011 - September 2011
Jet Li Production Studio April 2004 - June 2010
One Foundation 2005 - 2010
The Walt Disney Company April 2002 - April 2004
Arthur Andersen Business Consulting September 2001 - April 2002
Skills
Valuation, Financial Modeling, M&A Advisory Services, LBO, Credit Analysis, Financial Projection, Capital Raising, Debt & Equity Capital..., IPO, Cross-border M&A, Greater China, Finance, Industry Analysis, Consumer Internet, Digital Media, Media & Entertainment, Corporate Development, Strategy, Film Production, Business Development, Management, Film, Entertainment, Business Strategy, Leadership, Project Management, Non-profit Board..., Talent Management, Celebrity Management, Sports Marketing, Series 7, Series 79
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Finance and Management
University of California, Berkeley, Haas School of Business 1997 — 2001
B.S., Business Administration
Nielsen November 2014 - Present
Moet Hennessy USA June 2013 - August 2013
Morgan Stanley June 2012 - December 2012
2020 Group USA June 2012 - August 2012
Skills
Marketing, Market Research, Microsoft Excel, PowerPoint, Microsoft Office, Corporate Finance, Public Relations, Public Speaking, Data Analysis, Analytics, Leadership
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2014
B.S., Business Administration, 3.73
Analy High School 2006 — 2010
TalentBin August 2015 - Present
Morgan Stanley September 2014 - Present
Cal Calling Center June 2012 - September 2014
ASUC Student Advocate's Office February 2012 - May 2014
University of California, Berkeley December 2011 - December 2012
UC Berkeley May 2011 - August 2011
Residential Student Service Program February 2011 - August 2011
Skills
Student Affairs, Public Speaking, Higher Education, Tutoring, Editing, Educational Fundraising, Fundraising, Academic Writing, Management, Community Outreach, Student Development, Training, Microsoft Excel, Corporate Finance, Microsoft Office, Project Management, Event Planning, Social Media, PowerPoint, Research
Education
University of California, Berkeley 2010 — 2014
Bachelor of Arts (B.A.), Rhetoric
Goldman Sachs November 2010 - May 2014
Integra-IT May 2010 - November 2010
Royal Bank of Scotland April 2009 - December 2009
Macquarie Group October 2008 - February 2009
Argyle Street Management Limited June 2008 - September 2008
Morgan Stanley October 2006 - May 2008
J.P. Morgan March 2005 - September 2006
J.P. Morgan April 2004 - March 2005
Skills
Project Management, PMO, Mobile Technology, Data Center, Facility Relocation, System Migration, Business Continuity..., Vendor Management, IT Risk Management, IT Security Best..., Social Collaboration, Collaboration Solutions
Education
University of California, Berkeley
Bachelor of Arts (BA), Computer Science & Economics
Redwood Trust, Inc. June 2015 - Present
City National Bank March 2014 - May 2015
World Traveller August 2012 - February 2014
Morgan Stanley September 2011 - August 2012
Sansome Pacific Properties May 2010 - December 2010
Morgan Stanley June 2009 - May 2010
Skills
Financial Modeling, Portfolio Management, Finance, Financial Analysis, Analysis, Economics, Analytics, Quantitative Research, Mathematics
Education
University of California, Berkeley 2006 — 2010
Bachelor of Science (BS), Economics & Mathematics
Strategic Management January 2013 - Present
MetLife Securities, Inc. March 2009 - December 2012
Toastmasters International February 2003 - December 2009
Morgan Stanley January 2008 - February 2009
Ameriprise Financial March 2005 - January 2008
Northern California Solar Energy Association January 2003 - December 2005
Keller Graduate School of Management May 2003 - December 2004
Mattson Technology January 2001 - January 2002
Etec Systems January 1996 - December 2000
Fresh Express December 1989 - January 1993
Skills
Strategy, Leadership, Program Management, Marketing, Cross-functional Team..., Public Speaking, Finance, Project Planning, Management, Team Building, Business Planning, Business Strategy, Training, Management Consulting, Data Science, R
Education
Yale University - Yale School of Management 1981 — 1983
MPPM (MBA), Management
University of California, Berkeley 1973 — 1978
BA, Environmental Physical Sciences (Phys/Chem)
The College Preparatory School 1969 — 1973
Diploma
Coursera JHU Data Science
Akamai Technologies April 2014 - Present
Revoleers December 2011 - Present
eBay January 2012 - April 2014
DISCERN 2009 - 2011
Yahoo Inc 2006 - 2009
Amazon.com Inc 2005 - 2006
Morgan Stanley 2002 - 2005
Morgan Stanley Online 1998 - 2002
Sybase 1996 - 1998
Education
University of California, Berkeley
Morgan Stanley August 2015 - Present
Vigo Technologies January 2014 - Present
Berkeley Chinese Finance Club September 2013 - Present
Morgan Stanley May 2014 - August 2014
Sellegit.com January 2014 - August 2014
The Opportune Time, LLC June 2013 - June 2014
KKR May 2013 - August 2013
Tsinghua Tongfang 2012 - August 2012
UC Berkeley May 2012 - June 2012
Skills
Financial Modeling, Microsoft Excel, Valuation, Financial Analysis, Investments, Capital IQ, Economics, Data Analysis, Investment Banking, Statistics, Research, Bloomberg, Corporate Finance, Preqin, Microsoft Word, PowerPoint
Education
University of California, Berkeley 2011 — 2015
B.A. & B.S., Applied Mathematics, Business Administration, Computer Science, GPA: 3.93 (Major: 3.97)
Benefit Cosmetics February 2014 - July 2014
Benefit Cosmetics August 2012 - February 2014
Goldman Sachs July 2010 - August 2012
Morgan Stanley June 2009 - August 2009
Tobi.com August 2007 - April 2008
Education
University of California, Berkeley, Haas School of Business 2006 — 2010
B.S., Business Administration
United States Attorney's Office, Eastern District of New York August 2014 - Present
O'Melveny & Myers LLP October 2008 - July 2014
U.S. District Court for the District of Maryland September 2007 - August 2008
Groton School August 2003 - July 2004
Morgan Stanley July 2001 - July 2003
Skills
Litigation, Legal Research, Commercial Litigation, Civil Litigation, Legal Writing, Intellectual Property, Corporate Law, Appeals, Class Actions, Securities Regulation, Westlaw, Corporate Governance, Trials, Arbitration, Criminal Law, Trade Secrets, Courts, International Law, Securities Litigation, Licensing
Education
University of California, Berkeley - School of Law 2004 — 2007
JD
Yale University 1997 — 2001
BA, History
Morgan Stanley June 2014 - Present
Morgan Stanley June 2013 - August 2013
Federal Deposit Insurance Corporation June 2012 - May 2013
Skills
Microsoft Excel, Research, Teamwork, Matlab, Python, Public Speaking, Time Management, Mathematics, Leadership
Education
University of California, Berkeley 2010 — 2014
Bachelor's Degree, Mathematics & Economics (double major), 3.88 / 4.00
Morgan Stanley January 2015 - Present
Wells Fargo October 2013 - April 2014
Morgan Stanley May 2013 - August 2013
Skills
Financial Advisory, Insurance, Loans, Retail Banking, Economic Research, Strategic Financial..., Investments, Equities
Education
University of California, Berkeley 2006 — 2010
GGV Capital September 2015 - Present
University of California, Berkeley, Haas School of Business August 2015 - Present
Morgan Stanley June 2015 - August 2015
Apple May 2014 - August 2014
Bridge Street Advisors January 2014 - May 2014
FMV Opinions, Inc. August 2013 - December 2013
TechCrunch August 2013 - November 2013
Merrill Lynch May 2013 - August 2013
Skills
Microsoft Excel, Leadership, PowerPoint, Wealth Management, Microsoft Office, Communication, Customer Service, Asset Allocation, Microsoft Word, Research, Financial Advisory, Public Speaking, Community Outreach, Marketing Strategy, Portfolio Management, Valuation, Business Valuation, Financial Modeling, Financial Forecasting, Mobile Technology, FileMaker, Financial Analysis, Supply Chain, Logistics, Corporate Finance, Finance, Investment Banking, Investments
Education
University of California, Berkeley, Haas School of Business 2012 — 2016
Bachelor of Science (B.S.), Business Administration, Junior
Troy High School 2008 — 2012
International Baccalaureate Diploma
BlackRock August 2012 - Present
Morgan Stanley April 2012 - August 2012
BlackRock October 2011 - January 2012
SunTrust Robinson Humphrey July 2008 - February 2011
PricewaterhouseCoopers 2007 - 2007
Siemens Energy & Automation May 2006 - August 2006
Skills
Quantitative Finance, Financial Engineering, Financial Modeling, Quantitative Analytics, Financial Analysis, Stochastic Calculus, Bloomberg, Matlab, kdb/q, VBA, Fixed Income, Equities, Derivatives, Monte Carlo, Financial Econometrics, Options, Structured Products
Education
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2012
Master's degree, Financial Engineering (MFE)
University of Florida 2004 — 2008
BS, Mathematics
University of Florida 2004 — 2008
BSBA, Finance
UC Berkeley September 2015 - Present
J.P. Morgan June 2015 - August 2015
Ubisoft February 2015 - March 2015
Apple May 2014 - August 2014
Morgan Joseph TriArtisan LLC February 2014 - May 2014
Morgan Stanley June 2013 - August 2013
Skills
Customer Service, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Marketing, Sales, Salesforce.com
Education
Granite Bay High School
University of California, Berkeley
Bachelor of Science (B.S.), Economics
AGI January 2010 - Present
Morgan Stanley October 2008 - January 2010
First Q Capital January 2004 - December 2006
RVCA January 2001 - December 2006
Illumea Corporation September 1997 - May 2000
Bravante-Curci Investors April 1996 - October 1997
Kidder Peabody September 1994 - April 1996
Skills
Private Equity, Lean Management, Portfolio Management, Financial Modeling, Equities, Investments, Due Diligence, Finance, Strategy, Quality Management, Alternative Investments, Securities, Empirical, Hedge Funds, Data-driven Decision..., Venture Capital, Change Management, Asset Management, Entrepreneurship, New Ventures, Real Estate Development, Real Estate Transactions
Education
University of Oxford 1992 — 1994
Post-Graduate, Law (Game Theory)
University of California, Berkeley 1989 — 1992
BS, Political Economy
Servite 1984 — 1988
General Studies, Epistemology
Meketa Investment Group January 2015 - Present
Morgan Stanley July 2012 - September 2014
Standard Pacific Capital May 2010 - June 2012
Education
University of California, Berkeley 2006 — 2010
BA, Architecture
University of Cambridge 2008 — 2008
Vasquez & Co. July 2008 - Present
Hamilton Lane Advisors, LLC March 2007 - July 2008
Morgan Stanley August 2004 - December 2006
Harvard Business School August 1998 - July 2002
The Conference Board June 1996 - July 1998
US Senate September 1993 - October 1994
Skills
Equities, Private Equity, Investments, Fixed Income, Investment Strategies, Investment Management, Wealth Management, Mutual Funds, Commodity, Hedge Funds, Portfolio Management, Economics, Corporate Finance, Strategy, Alternative Investments, Investment Advisory, Emerging Markets, Financial Modeling, Valuation, Asset Allocation, Venture Capital, Securities, Equity Research, Due Diligence, Investment Banking, Capital Markets, Bloomberg, Financial Services, Investor Relations, Asset Management, Derivatives, Series 7, Trading, Structured Finance, Fund Of Funds, Financial Analysis, Corporate Development, Quantitative Analytics, Financial Markets, Risk Management, LBO, Finance, Mergers & Acquisitions, Options, Financial Structuring, M&A experience
Education
University of Oxford - Said Business School
MBA & PGD, Finance & Global Business
University of Chicago
MPP, Economic Policy
University of California, Berkeley
BA, Social Sciences, Honors
Redwood High School
Diploma, General Education
Morgan Stanley September 2009 - July 2014
Pilot Rock Capital Hedge Fund May 2008 - July 2008
Natixis Bleichroeder June 2007 - August 2007
Skills
My current role is to..., Capital Markets, Fixed Income, Fixed Income Strategies, Credit, Fixed Income Portfolio..., Fixed Income Analysis, Product Management, High Yield
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.)
Yale University 2005 — 2009
Bachelor of Arts (BA), Political Science
University of California, Los Angeles 2014 — 2014
Calculus I, For the Managerial, Life, and Social Sciences
University of California, Berkeley 2011 — 2011
Certificate, Derivative Securities
Suffern High School 2001 — 2005
Starwood Capital Group July 2015 - Present
Tubular Labs June 2014 - July 2015
Morgan Stanley August 2012 - April 2014
Morgan Stanley June 2011 - August 2011
BlackRock December 2006 - May 2011
Deloitte & Touche LLP 2004 - 2006
Skills
Investment Banking, Financial Modeling, Equities, Due Diligence, Capital Markets, Valuation, Private Equity, Investments, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Finance, Business Development, Microsoft Excel, Business Strategy, Asset Management
Education
University of California, Berkeley - Walter A. Haas School of Business
MBA, Business Administration
University of California, Berkeley 2000 — 2004
BS, Business Administration
Trove February 2015 - Present
Zynga 2012 - Present
Morgan Stanley February 2011 - July 2012
Citigroup 2009 - 2011
Skills
Consumer Internet, M&A experience, Hedge Funds, Mobile Games, Value Investing, Investment Banking, Business Strategy, Charity Work, Venture Capital, Start-ups, Strategic Partnerships, Investments, Product Management, Mergers & Acquisitions
Education
University of California, Berkeley
Morgan Stanley 2014 - Present
Lazard 2013 - 2014
Monitor Deloitte 2007 - 2011
Kiva October 2009 - March 2010
Skills
Microfinance, Business Strategy, Due Diligence, Financial Modeling, Financial Analysis, Strategic Planning, Management Consulting, Spanish, Analytics, Program Management, Process Improvement, LBO, Private Equity, Investment Banking, Mergers, Mergers & Acquisitions
Education
Haas School of Business, UC Berkeley 2011 — 2013
MBA, Finance
University of Washington 2003 — 2007
BA, Business and Finance
The Community Foundation of Utah 2015 - Present
Girl Scouts of Utah 2013 - 2015
Aqueduct Capital Group 2010 - 2012
Goldman Sachs 2000 - 2009
Morgan Stanley 1998 - 2000
ESF Zimbabwe 1995 - 1997
Jones Hall Hill & White 1992 - 1995
Skills
Hedge Funds, Change Management, Alternative Investments, Talent Management, Project Management, Business Strategy, Leadership, Human Resources, Strategic Planning, Financial Analysis, Financial Modeling, Mergers & Acquisitions, Portfolio Management, Private Equity, Budgets, Business Development, Performance Management, Management, Process Improvement, Organizational..., Coaching, Training, Enterprise Software, Start-ups, Strategy
Education
University of California, Berkeley
Bachelor of Arts
University of South Africa/Universiteit van Suid-Afrika
InContext Solutions November 2013 - Present
Dev Bootcamp June 2013 - October 2013
QuantHouse/S&P Capital IQ January 2012 - April 2013
2009Dao Health May 2009 - August 2009
College Works Painting January 2008 - October 2008
Morgan Stanley June 2007 - August 2007
UC Berkeley Alumni Association Calling Center September 2006 - May 2007
Skills
Marketing, Sales, Start-ups, Recruiting, Management, High Fives, jQuery, Ruby, General Awesomeness, Ruby on Rails, Exercise, Web Development, JavaScript, AJAX, Jokes
Education
University of California, Berkeley 2006 — 2010
B.A, Economics
Dev Bootcamp
Rio Americano High School
JHL Capital Group LLC July 2015 - Present
JHL Capital Group LLC May 2014 - August 2014
TPG Capital August 2011 - July 2013
Morgan Stanley October 2009 - July 2011
Jefferies & Company June 2008 - October 2009
Citi June 2005 - August 2005
Skills
Investment Banking, LBO, Private Equity, Valuation, Financial Modeling, Capital IQ, Corporate Finance, DCF, Bloomberg, Due Diligence, Capital Markets, Special Situations, M&A experience, Corporate Development
Education
Wharton School, University of Pennsylvania 2013 — 2015
Master of Business Administration (MBA), Finance / Accounting / Management
University of California, Berkeley 2004 — 2008
BA & BS, Economics / Business Administration
Morgan Stanley August 2015 - Present
Morgan Stanley 2015 - Present
Bridge Street Advisors September 2014 - November 2014
Airbnb June 2014 - August 2014
Euclid February 2014 - May 2014
Classy Finance April 2013 - May 2014
Skills
Public Speaking, Financial Analysis, PowerPoint, Microsoft Excel, Investment Banking, Portfolio Management, Financial Modeling, Valuation, Photoshop, HTML, Organizational..., Marketing, Social Media, Analysis, Budgets, Consulting, Editing
Education
University of California, Berkeley, Haas School of Business 2012 — 2016
B.S. Business Administration & Minor in Statistics, GPA: 3.8
AECOM August 2014 - Present
Abcam October 2011 - July 2014
UC Berkeley December 2010 - September 2011
Pacific Gas and Electric Company August 2008 - November 2009
Morgan Stanley January 2008 - March 2008
Skills
Microsoft Excel, Data Analysis, Financial Analysis, Microsoft Word, Microsoft Office, SAP, Accounting, PowerPoint, Analysis, Financial Modeling, Access, Financial Reporting, Budgets, Research, VBA, Sarbanes-Oxley Act, Financial Accounting, Internal Audit, Policy, Auditing
Education
Chartered Financial Analyst (CFA) Level II Exam Candidate 2011 — 2014
Certified Public Accountant (CPA) license holder 2011 — 2011
American Instiute of Certified Public Accountant
University of California, Berkeley 2005 — 2007
Economics, Accountinig, Finance
Diocesan Boys' School 1996 — 2001
High School, General Studies
San Francisco Wine School
Deloitte September 2013 - Present
Morgan Stanley June 2012 - August 2012
Merrill Lynch June 2011 - October 2011
UCB Haas School of Business August 2010 - January 2011
China Construction Bank May 2010 - July 2010
Skills
Investments, Investment Banking, Equities, Research, Product Management, Credit, Portfolio Management, Investment Management, Management, Python, Spreadsheets, Financial Modeling, Basel III, SQL, Financial Analysis, Financial Accounting, PowerPoint, Regulatory Compliance, Risk Analysis, Regulatory Capital, Financial Regulation, R, Data Analysis
Education
University of California, Berkeley 2009 — 2013
Bachelor, Applied Mathematics
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2013
Bachelor, Business Administration
Hangzhou Foreign Languages School
Morgan Stanley March 2012 - Present
Baker & Lawlor September 2008 - April 2012
Eurohypo November 2006 - July 2008
Bear Stearns May 2001 - November 2006
Mass Mutual June 1999 - May 2001
Skills
Real Estate, Underwriting, Valuation, CMBS, Origination, Due Diligence, Financial Modeling, Structuring, Real Estate Finance, Asset Management, Investments, Financial Analysis, Real Estate Economics, Financial Structuring, Asset Managment, Loan Origination, Portfolio Management, Commercial Mortgages, Commercial Real Estate, Leases, Mezzanine, Finance, Appraisals, Loans, Real Estate Financing, Structured Finance, Brokerage, Private Equity, Real Estate Development, Disposition, Real Estate Private..., Acquisitions, Real Estate Transactions, Capital Markets, Investment Properties, Corporate Real Estate, Dispositions
Education
University of California, Berkeley, Haas School of Business 1995 — 1999
Bellarmine College Preparatory 1991 — 1995
National Recreation and Park Association 2012 - Present
GAMA International 2011 - 2012
AWLS 2010 - 2011
OAG/ BACK Aviation Solutions 1994 - 2009
Airline Automation Inc. 1990 - 1993
Morgan Stanley 1982 - 1989
I.P. Sharp Associates 1980 - 1982
Skills
Databases, Microsoft SQL Server, Crystal Reports, iMIS, apl, Multi Tasking, Programming, SharePoint, Access, Customer Service, Software Project..., Microsoft Office, Database Administration, Software Development, Project Management, Process Improvement, Team Leadership, Technical Support, Troubleshooting, T-SQL, Integration, Information Technology, IT Strategy, Cloud Computing, Management, Vendor Management, Product Development, Strategic Planning, Systems Analysis, Project Planning, HTML, IT Management, CRM, Data Analysis, Windows, Strategy, Web Applications, SQL, Team Building, Networking, Software Design
Education
University of California, Berkeley
HighMark Capital Management June 2010 - December 2013
HighMark Capital Management December 2007 - June 2010
Morgan Stanley March 2007 - August 2007
Skills
Dinosaurs, Fixed Income, Portfolio Management, Bonds, Financial Markets, Ninja Skills, Financial Analysis, Bloomberg, Credit Analysis, Asset Allocation, Municipalities, Alternative Investments, Dogs, Mutual Funds, Asset Management, Equities, Drinking Water, Investments, Fixed Income Trading, Investment Management, Investment Strategies, Securities, Wealth Management, Crash Dump Analysis, Financial Risk, Investment Advisory, Municipal Bonds, Underwater, Equity Research, Asset Managment, Intuitive Eating
Education
University of California, Berkeley 2002 — 2006
BA
Morgan Stanley June 2015 - Present
Morgan Stanley June 2014 - August 2014
KPMG US June 2012 - August 2012
Case Team Member March 2012 - August 2012
Skills
Microsoft Excel, Accounting, Auditing, Financial Analysis, PowerPoint, Bilingual-English/Spanis..., Marketing, Data Analysis, Finance, Event Planning, Financial Modeling, Public Speaking, Social Networking, Teamwork, Management, Leadership
Education
University of California, Berkeley, Haas School of Business 2013 — 2015
Bachelor of Business Administration (B.B.A.), Finance
UC Berkeley 2011 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Crittercism 2013 - Present
Eddgy 2012 - 2013
Lazard 2008 - 2011
Monitor110 2007 - 2007
UCLA 2004 - 2007
RAND Corporation 2004 - 2004
Morgan Stanley 2000 - 2000
iPrint.com 1999 - 1999
Education
University of California, Berkeley 1998 — 2002
BS
University of California, Los Angeles 2002 — 2003
Master of Science (MS)
University of California, Los Angeles 2003 — 2008
Doctor of Philosophy (PhD) (on leave)
Bank of America Merrill Lynch September 2010 - May 2015
Goldman Sachs January 2001 - August 2010
vSimplify.com January 2000 - November 2000
Morgan Stanley January 1995 - December 1997
Iris Financial Engineering January 1992 - January 1995
Skills
Trading Systems, Agile Methodologies, Enterprise Architecture, Service Oriented..., SDLC, Unix, Java, Distributed Systems, Perl, Software Development, Python, Semantic Web, Reference Data, Entitlements, Object Oriented Design, REST, Software Project..., Software Engineering, System Architecture
Education
University of California Los Angeles 1986 — 1988
MS, Computer Science
University of California at Berkeley 1981 — 1986
BS, Computer Science
Berkeley High School 1977 — 1981
Bretton Fund 2010 - Present
Full Circle Fund 2008 - Present
Parnassus Investments October 2002 - November 2008
Advent International August 2001 - October 2002
Morgan Stanley June 1999 - July 2001
Skills
Venture Capital, Investments, Value Investing, Asset Managment, Stocks, Private Equity, Mutual Funds, Portfolio Management, Asset Management, Financial Analysis, Business Strategy
Education
University of California, Berkeley - Walter A. Haas School of Business 1995 — 1999
Bachelor of Science, Business Administration
Morgan Stanley June 2011 - Present
Qualcomm January 2006 - December 2009
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2011
MFE, Financial Engineering
University of Colorado 2000 — 2005
BS/MS, Electrical Engineering
Taj Technologies 2011 - Present
National Institutes of Health 2011 - Present
KCM Solutions 2011 - 2011
Ensenda 2011 - 2011
MSCI Barra 2008 - 2010
Morgan Stanley 2004 - 2008
Barra 1991 - 2004
Liticom 1984 - 1991
Skills
Unix, Sybase, Databases, Microsoft SQL Server, Shell Scripting, Database Administration, Replication, Perl, SQL, Linux, Solaris, Disaster Recovery, Security, Integration, Troubleshooting, C, Analysis, Apache Solr
Education
University of California, Berkeley
BA, Mathematics
University of California, Riverside
Mathematics
_ IBM
_ Sybase
Daversa Partners June 2015 - August 2015
Funny Or Die January 2015 - May 2015
University of California, Berkeley, Haas School of Business August 2014 - December 2014
UCSF June 2014 - August 2014
Deloitte November 2013 - April 2014
Morgan Stanley June 2013 - January 2014
UC Berkeley May 2013 - August 2013
Campaign for an American DREAM March 2012 - December 2012
G&G Specialized Services December 2011 - February 2012
Education
University of California, Berkeley, Haas School of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.)
Strategen Consulting June 2015 - August 2015
Morgan Stanley June 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, Leadership, Public Speaking, Microsoft Word, PowerPoint, Research, Event Planning, Time Management, Social Networking
Education
UC Berkeley 2012 — 2016
Bachelor of Science (B.S.), Environmental Economics and Policy
Okta, Inc. May 2015 - August 2015
Morgan Stanley October 2013 - September 2014
Top 1 Oil May 2013 - August 2013
Top 1 Oil May 2012 - August 2012
Skills
Leadership, Technical Skillset, Highly Dedicated, Hard Worker, Social Media, Strategy, Marketing, Teamwork, Social Networking, Facebook, Market Research, Business Development, Social Media Marketing, Competitive Analysis, Sales, Team Leadership, PowerPoint, Event Planning, Google Docs, Microsoft Office, Microsoft Word, Microsoft Excel
Education
UC Berkeley 2012 — 2015
Bachelor’s Degree, Entrepreneurship and Technology
Shift Technologies, Inc. June 2015 - Present
Square January 2014 - June 2015
Empyrean Capital Partners August 2011 - December 2013
TPG Capital August 2009 - July 2011
Morgan Stanley July 2007 - June 2009
Lehman Brothers June 2006 - August 2006
Skills
Investment Banking, Private Equity, Hedge Funds, Finance, Strategy, Financial Modeling
Education
University of California, Berkeley 2003 — 2007
Bachelor's Degree, Economics, Computer Science
Pantry Retail, Inc. May 2012 - Present
Various Startups January 2011 - Present
Facebook December 2010 - May 2012
Morgan Stanley July 2007 - July 2010
Skills
Financial Modeling, Finance, Investment Banking, Analysis, Corporate Finance, Business Analysis, Business Development, Competitive Analysis, Entrepreneurship, Financial Advisory, Financial Analysis, Management, Mergers, Project Management, Sales, Start-ups, Strategic Planning, Strategy, Valuation
Education
University of California, Berkeley 2004 — 2007
Bachelor of Science (BS), Economics and Business Administration, 4.0 GPA
Sapient Global Markets September 2010 - Present
Putnam Investments February 2001 - August 2010
Wellington Management February 1997 - February 2001
Morgan Stanley 1996 - 1997
TSA Capital Mgt 1986 - 1997
Skills
Risk, Investments, Portfolio Optimization, Hedge Funds, Derivatives, Financial Risk, Securities, Financial Markets, Trading, Alternative Investments, Fixed Income, Investment Management, Risk Management, Financial Modeling, Market Risk, Options, Equities, Valuation, Portfolio Management, Asset Managment, Capital Markets, Equity Research, Bloomberg, Bonds, Investment Strategies, Private Equity, Asset Management, Credit Derivatives, Asset Allocation, Swaps, Emerging Markets, Mutual Funds, Trading Systems, Equity Derivatives, Structured Products, Performance Attribution, ETFs, Series 63, Interest Rate..., Wealth Management, Equity Valuation, Hedging, Investment Banking, Analytics, Commodity, Equity Trading, Electronic Trading, Market Data, Credit Risk, Quantitative Finance
Education
University of California, Los Angeles 1992 — 1996
ABD, Statistics
University of California, Berkeley 1983 — 1985
MBA, FInance
University of Washington 1977 — 1981
BA, Accounting
Quicken Loans May 2015 - Present
Miami Marlins, L.P. June 2013 - May 2015
UPS 2013 - 2014
Shaw Management Group of Companies January 2010 - May 2013
Morgan Stanley May 2010 - May 2011
Fitness 19 January 2008 - June 2008
Skills
Microsoft Office, PowerPoint, Research, Leadership, Microsoft Excel, Customer Service, Marketing, Microsoft Word, Public Speaking, Sales, Social Media, Social Networking, Time Management
Education
University of California, Berkeley 2008 — 2013
Bachelor's Degree, Business and Globalism
Morgan Stanley June 2014 - Present
Morgan Stanley June 2011 - May 2014
YSO Capital Management, LLC June 2010 - August 2010
Skills
Financial Modeling, Bloomberg, Investments, Valuation, Investment Banking, Financial Analysis
Education
University of California, Berkeley
Bachelor of Arts (B.A.), Economics, 3.61
Expedite Financial February 2015 - Present
Citrus Lane September 2013 - December 2014
GGV Capital December 2010 - September 2013
Francisco Partners July 2009 - October 2010
Wokai May 2009 - June 2009
Morgan Stanley July 2007 - May 2009
Deustche Bank June 2006 - August 2006
Polo Ralph Lauren June 2005 - August 2005
Education
University of California, Berkeley - Walter A. Haas School of Business 2003 — 2007
Business Administration
ServiceNow 2014 - Present
Morgan Stanley 2010 - 2014
Citi June 2009 - August 2009
DCM Ventures 2008 - 2009
PricewaterhouseCoopers 2004 - 2008
Skills
Valuation, Investment Banking, Financial Modeling, Corporate Finance, Private Equity, Finance, Corporate Development, Hedge Funds, LBO, Due Diligence, Venture Capital, Bloomberg, Financial Analysis, Mergers, M&A experience, DCF, IPO, Business Valuation, Financial Reporting, M&A Modeling, M&A analysis, Strategy, SaaS, Service Management, Cloud Applications, Financial Accounting
Education
University of California, Berkeley, Haas School of Business
MBA, Finance
Cal Poly - San Luis Obispo
BS, Business (Finance and Accounting), Minor: Economics
DocuSign 2015 - Present
GI Partners 2013 - 2015
Morgan Stanley 2011 - 2013
Education
University of California, Berkeley, Haas School of Business
Bachelor of Science (B.Sc.)
Origin Keyboard Covers August 2015 - Present
Google June 2015 - Present
Google May 2014 - August 2014
Morgan Stanley February 2014 - May 2014
PLAiR Media Inc November 2012 - January 2013
Education
University of California, Berkeley, Haas School of Business
Bachelor of Science (B.S.), Business Administration and Management
Morgan Stanley June 2014 - Present
De La Rosa & Co. June 2013 - December 2013
Womply May 2012 - December 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Leadership, Research, Entrepreneurship, Data Analysis, Financial Modeling, Marketing Strategy, Bloomberg Terminal, Matlab
Education
University of California, Berkeley 2010 — 2014
Bachelor's Degree, Applied Mathematics & Economics
Morgan Stanley October 2014 - Present
HSBC July 2013 - December 2013
Université Paris 1 Panthéon-Sorbonne January 2013 - June 2013
DIAMANT BLEU GESTION October 2012 - May 2013
TeamStadia June 2012 - July 2012
Skills
R, Java, C++, Matlab, Machine Learning, Data Science, KDB+, Big Data, Econometrics, Time Series Analysis, Statistical Modeling, VBA, Probability Theory, Stochastic Calculus, Statistics, Quantitative Finance, Equity Derivatives, Monte Carlo Simulation, Structured Products, Econometric Modeling, Derivatives, Equities, Exotic Derivatives, Microeconomics, Macroeconomics
Education
University of California, Berkeley, Haas School of Business 2014 — 2015
Master's degree, Financial Mathematics
ENSAE ParisTech 2011 — 2015
Lycée Charlemagne, Paris 2008 — 2011
MPSI-MP, Mathematics, Physics, Engineering
Lycée Schweitzer, Le Raincy 2007 — 2008
Baccalauréat S, Mention Très Bien - Félicitations du Jury
Morgan Stanley June 2015 - August 2015
AdmitSee April 2014 - February 2015
UniSprout August 2013 - September 2014
InterFace May 2014 - August 2014
Columbia University Medical Center May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Python, Customer Service, Programming, Social Networking, JavaScript, Marketing, CSS, Strategic Planning, Management, Data Analysis, Leadership
Education
University of California, Berkeley 2013 — 2017
Bachelor of Arts (B.A.), Economics
GMO - Emerging Market Fund April 2014 - August 2014
BlackRock - Scientific Active Equity October 2013 - January 2014
Credit Suisse June 2010 - January 2013
Morgan Stanley April 2008 - May 2010
BP July 2007 - March 2008
Education
UC Berkeley Haas School of Business 2013 — 2014
Master of Financial Engineering, Financial Engineering
Tsinghua University 2001 — 2007
Bachelor and Master, Electronic Engineering
Johnson & Johnson April 2013 - Present
Duffy & Sweeney, LTD June 2012 - March 2013
Ropes & Gray LLP August 2008 - June 2012
Edwards Angell Palmer & Dodge LLP June 2005 - July 2008
Edwards Angell Palmer & Dodge LLP October 2000 - June 2005
Nortek April 1999 - October 2000
Foley Hoag LLP July 1998 - April 1999
Ropes & Gray LLP September 1996 - June 1998
U.S. Senator William V. Roth, Jr. 1991 - 1993
Morgan Stanley 1988 - 1990
Skills
Mergers & Acquisitions, Private Equity, Venture Capital, Restructuring, Licensing, Intellectual Property, Acquisitions, Mergers, Securities Regulation, IPO, Banking, Corporate Law, Start-ups, Securities, Due Diligence, General Commercial..., Securities Law, Sponsored Research..., Collaboration Agreements, Option Agreements, Biotechnology Industry, Health Care Compliance, Drug Development, Pharmaceutical Industry, Medical Devices, Consumer Healthcare, Healthcare
Education
University of Virginia School of Law 1993 — 1996
J.D.
University of California, Berkeley 1984 — 1988
B.A., Political Economy of Industrial Societies
Constant Contact May 2015 - Present
The World Bank July 2013 - May 2015
Morgan Stanley January 2013 - May 2013
San Francisco Chamber of Commerce September 2012 - December 2012
U.S. House of Representatives, Rep Anna G. Eshoo June 2012 - August 2012
Sustainable Works September 2010 - June 2011
Alqur Films June 2009 - September 2010
Skills
Microsoft Office, Research, Public Speaking, Social Media, PowerPoint, Data Analysis, Microsoft Word, Microsoft Excel, Community Outreach, Stata, Nonprofits, Investments, Market Research, Event Planning, HTML, JavaScript
Education
University of California, Berkeley
Bachelor of Arts (B.A.), Economics
GBOPERA October 2010 - Present
Sustainable Microfarms November 2013 - July 2014
Knock.io March 2013 - December 2013
Thankster January 2010 - December 2013
ÜbberCreative September 2009 - December 2011
Forward Accelerator (formerly Forward Innovations) October 2008 - October 2009
Ashton Partners June 2006 - May 2008
San Francisco Opera January 2006 - December 2007
Morgan Stanley June 2002 - January 2003
USDA June 2000 - September 2000
Skills
Public Relations, Social Media, Strategic Partnerships, User Experience, Start-up Consulting, Monetization, Investor Relations, Music Criticism, Opera, Music Journalism, Online Marketing, Start-ups, E-commerce, Strategy, Entrepreneurship, Venture Capital, Corporate Development, Angel Investing, Digital Media, Competitive Analysis, Digital Strategy, Online Advertising, Brand Development, Business Development, Product Marketing, Analytics
Education
University of California, Berkeley
Bachelor of Arts, Interdisciplinary Studies (International Business), Music
Morgan Stanley August 2014 - Present
GI Partners July 2012 - July 2014
Morgan Stanley April 2010 - July 2012
WTAS June 2009 - August 2009
Skills
Private Equity, Investment Banking, Financial Modeling, Valuation, M&A analysis, LBO, DCF Valuation, Due Diligence, Financial Accounting, Strategic Consulting, DCF, M&A experience
Education
University of California, Berkeley, Haas School of Business 2006 — 2010
BS
Morgan Stanley June 2014 - August 2015
Three Bridges Ventures May 2014 - July 2014
Navilife, Inc. April 2013 - April 2014
Barclays Investment Bank June 2013 - August 2013
Health Evolution Partners July 2012 - November 2012
Causera October 2011 - November 2012
Stanford University May 2008 - August 2010
Skills
Mandarin, Research, Data Analysis, Statistics, Social Media Marketing, Event Management, Marketing Strategy, Java, Econometrics, Public Relations, Public Speaking, English, Premiere, PowerPoint, Microsoft Excel, Sales, Business Development, Fundraising, Entrepreneurship, Valuation, Financial Modeling
Education
University of California, Berkeley, Haas School of Business 2010 — 2013
BS, Business Admin
Center for Entrepreneurship and Technology 2012 — 2014
Concentration in Engineering Leadership
Palo Alto High School 2006 — 2010
High School Diploma
Accel-KKR August 2010 - Present
Morgan Stanley July 2008 - July 2010
Skills
Private Equity, Financial Modeling, Valuation
Education
University of California, Berkeley 2004 — 2007
B.S., B.A., Business, Economics
Perella Weinberg Partners July 2015 - Present
Morgan Stanley May 2014 - August 2014
Marlin Equity Partners May 2013 - August 2013
Cetera Advisors LLC May 2012 - August 2012
Education
University of California, Berkeley 2011 — 2015
Economics
Redondo Union High School 2007 — 2011
Lateefah Simon for BART Board Director, District 7, 2016 September 2015 - Present
California Women's List February 2015 - Present
California Federation of Teachers, UC Berkeley Center for Labor Research and Education June 2015 - August 2015
UC Berkeley February 2015 - April 2015
Alpha Phi International Fraternity December 2013 - December 2014
The Sally Ann Company January 2012 - December 2014
Morgan Stanley June 2013 - September 2013
Alpha Phi International Fraternity December 2012 - September 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Social Media, Microsoft Office, Research, Public Speaking, English, Leadership, Writing, Stata, Econometrics, Health Economics, Economics, Mathematics, Recruiting
Education
UC Berkeley 2011 — 2015
Bachelor of Arts (B.A.), with Honors, Economics, Senior
Tokay High School 2007 — 2011
Ecoplexus, Inc. July 2012 - Present
Resource Innovation March 2006 - Present
Solar Mosaic January 2012 - June 2012
Agilewaves December 2008 - July 2010
Peninsula Open Space Trust August 2003 - February 2006
Semetric Development/Ecos Technologies December 1999 - June 2002
Morgan Stanley March 1994 - October 1996
Skills
Entrepreneurship, Project Finance, Solar Energy, Digital Media, Power Project..., Corporate Development, Corporate Finance, Real Estate, Renewable Energy, Venture Capital, Tax Equity Investment, Private Equity, Mergers & Acquisitions, Energy, Start-ups, Contract Negotiation, Financial Modeling, Business Development, Strategy, Cleantech, Sustainability, Due Diligence, Energy Efficiency, Sustainable Energy
Education
University of California, Berkeley - Walter A. Haas School of Business
MBA
University of Michigan
BA
PIMCO August 2008 - Present
Goldman Sachs July 2006 - August 2008
Morgan Stanley 2005 - 2006
PMI Group 2003 - 2005
Deloitte & Touche 2000 - 2003
UC Berkeley 1999 - 2000
Education
University of California, Berkeley
PhD, Econometrics
University of California, Berkeley
MA, Statistics
University of California, Berkeley
BA, Economics
Tiedemann Wealth Management March 2014 - July 2014
Berkeley Endowment Management Company May 2013 - August 2013
KG Consulting May 2012 - December 2012
Broadreach Capital Partners March 2012 - July 2012
Makena Capital April 2011 - July 2011
DivcoWest September 2006 - April 2009
Stanford Management Company July 2004 - June 2006
Morgan Stanley June 2001 - June 2004
Education
University of California, Berkeley - Walter A. Haas School of Business 2012 — 2014
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill 1997 — 2001
BA
University of St. Andrews 2000 — 2000
JYA
The Lawrenceville School 1994 — 1997
HS Diploma
Morgan Stanley August 2006 - Present
World Savings/Wachovia October 2003 - July 2006
Cal Athletics August 2001 - September 2003
Skills
Asset Management, Asset Managment, Investments, Sales, Salesforce.com, Series 7, Training, Leadership, Sales Management, Team Building, Business Development, Credit, Entrepreneurship, Financial Analysis, Finance, Management, Marketing, Start-ups, Strategic Planning, Strategy, Social Media
Education
University of California, Berkeley 2002 — 2003
M.A., Education Administration
University of California, Berkeley 1999 — 2002
B.A., Philosophy
Hewlett-Packard October 2013 - Present
Citigroup Global Markets August 2003 - 2013
Morgan Stanley 2002 - 2003
Skills
Mergers, Due Diligence, Corporate Finance, IPO, Spanish, Financial Modeling, Portuguese, M&A experience, Investment Banking, Mergers & Acquisitions, Acquisition Integration, Finance, Executive Management, Start-ups, Valuation, Strategy, Private Equity, Corporate Development, Venture Capital, Emerging Markets, LBO, Capital Markets, Portfolio Management, Investments, Equities, Financial Analysis, Hedge Funds
Education
University of California, Berkeley 1997 — 2002
BS, Business Administration
Bellarmine College Preparatory 1993 — 1997
salesforce.com March 2014 - Present
salesforce.com September 2012 - March 2014
Western Union Business Solutions April 2012 - July 2012
Vision Critical June 2010 - April 2012
Fortinet November 2009 - March 2010
Quest Software September 2008 - August 2009
Morgan Stanley October 2007 - February 2008
AOL Halifax May 2006 - October 2007
eBay Canada November 2004 - December 2005
Mitel Networks April 2001 - September 2001
Skills
MadC, XMetal, SnagIt, Microsoft Word, Visio, Software Documentation, FrameMaker, Quadralay WebWorks..., XML, .NET, C#, Java, JavaScript, CSS, PHP, Perl, UNIX, Linux System..., Visual Studio, Subversion, CruiseControl, JIRA, Rally, Adobe Acrobat, API Documentation, SDK documentation, HTML 5, Silverlight, Network Diagrams, Workflow Diagrams, DITA, Agile Methodologies, Single Sourcing, Structured Authoring, Online Help, Topic-based Authoring, DITA XML, Arbortext Epic, SharePoint, Web Applications, Testing, Manuals, Technical Documentation, Unix, Technical Writing, Technical Communication
Education
Dalhousie University 2000 — 2007
BCSci, Computer Science and Mathematics
McMaster University 1999 — 2000
MA, Literary Theory and Criticism
McMaster University 1993 — 1998
BA, English and Philosophy
University of California, Berkeley, Haas School of Business
University of California, Berkeley, Haas School of Business
Diker Management November 2013 - Present
The Carlyle Group July 2011 - July 2013
Morgan Stanley July 2009 - July 2011
Trident Micro Finance February 2009 - May 2009
Morgan Stanley June 2008 - August 2008
KNN Public Finance February 2008 - May 2008
University of California, Berkeley September 2006 - May 2008
Financial Technology Partners 2007 - 2007
Citigroup Smith Barney October 2006 - December 2006
Sperry Van Ness / Pinnacle Realty 2006 - 2006
Skills
Bloomberg, Financial Modeling, Investment Banking, Private Equity, LBO, Corporate Finance
Education
University of California, Berkeley 2005 — 2009
Bachelor of Science (BS), Business Administration
Morgan Stanley 1987 - 2003
Education
University of California, Berkeley, Haas School of Business 1985 — 1987
MBA, Business
University of Colorado Boulder 1979 — 1983
UCSF October 2012 - Present
Harvard University 2010 - October 2012
UCSD September 2003 - March 2009
Tel Aviv University 2009 - 2009
University of California, Los Angeles 2007 - 2009
Microsoft Research June 2006 - November 2006
Morgan Stanley May 2004 - September 2004
Centre National de Genotypage October 2001 - April 2003
Skills
Bioinformatics, Computational Biology, Genomics, Genetics, Molecular Biology, Research, R, Machine Learning, Biochemistry, Cell Biology, Systems Biology, Biostatistics
Education
University of California, Los Angeles 2006 — 2009
Ph.D., Bioinformatics
University of California, San Diego 2003 — 2009
PhD, Bioinformatics
University of California, Berkeley 1996 — 2001
BA, Math, Computer Science, Cognitive Science
Cowen and Company 2010 - Present
Morgan Stanley 2005 - 2008
UBS Investment Bank 2004 - 2005
Ernst & Young 2003 - 2004
Skills
Mergers & Acquisitions, Investment Banking, Equity Research, Equities, Financial Modeling, Valuation, Bloomberg, Capital Markets, Fixed Income, Series 7, Hedge Funds, Corporate Finance, Series 63, Portfolio Management, Investments, Private Equity, Financial Analysis, Securities, Alternative Investments, Due Diligence, Emerging Markets, Financial Markets
Education
NYU Stern School of Business 1999 — 2001
Master of Business Administration (MBA), Finance and Management
University of California, Berkeley - Walter A. Haas School of Business
1992, Accounting and Finance
Earth Island Institute (Center for Safe Energy) May 2015 - Present
Tangramination Films October 2014 - June 2015
HealtheSys January 2013 - June 2014
Mindspec September 2011 - December 2012
Arkoinc April 2008 - December 2010
Niroga Institute October 2007 - January 2008
Zaika January 2007 - September 2007
BayPackets March 2005 - September 2005
Morgan Stanley July 2004 - December 2004
Consulate General of India February 2004 - May 2004
Education
University of California, Berkeley 2000 — 2005
Morgan Stanley August 1997 - Present
Education
University of California, Berkeley 1994 — 1997
De La Salle
Oppenheimer Asset Management July 2010 - Present
Oppenheimer & Co. Inc. December 2007 - July 2010
Morgan Stanley September 2005 - December 2007
City of Berkeley July 2002 - September 2005
Skills
Equities, Business Development, Finance, Microsoft Excel, Management, Portfolio Management, Investments, Sales, Leadership, Financial Analysis, Outlook
Education
UC Berkeley
University of California, Berkeley
J.P. Morgan June 2013 - Present
Morgan Stanley September 2005 - June 2013
Concordia Advisors May 2002 - January 2005
Amaranth January 2002 - April 2002
Paloma Partners March 1998 - April 2002
Skills
Quantitative Finance, Fixed Income, Derivatives, Trading Systems, Hedge Funds, Equity Derivatives, Credit Derivatives, Equities, Options, Alternative Investments, Bloomberg, Trading, Credit Risk, Structured Products, Interest Rate..., Market Risk, Statistical Arbitrage, Portfolio Management, Electronic Trading, Swaps
Education
University of New South Wales 1991 — 1994
Bachelor of Science (B.Sc.), Mathematics
Duval High School 1988 — 1990
University of California, Berkeley
Art.com April 2012 - Present
Sendme, Inc September 2008 - March 2012
Charles Schwab June 1997 - August 2008
Montgomery Securities August 1996 - June 1997
Deloitte Consulting August 1993 - August 1996
Morgan Stanley June 1986 - August 1993
Skills
Mobile Devices, Integration, Technology, Executive Management, Vendor Management, SaaS, Analytics, Product Management, E-commerce, Cloud Computing, Agile Methodologies, Start-ups, Mobile Applications, IT Strategy, Software Project..., Cross-functional Team...
Education
University of California, Berkeley 1983 — 1986
BS
Yoga Journal March 2007 - February 2008
Astream Ltd March 2003 - March 2006
Shazam Entertainment December 2001 - March 2002
T-Motion (a T-Mobile company) July 2000 - December 2001
Loudeye June 1999 - July 2000
Goldman Sachs October 1997 - April 1999
Morgan Stanley April 1995 - July 1996
Skills
ArcGIS, InDesign, Microsoft Office, Copy Editing, Illustrator, Dreamweaver, Photoshop, HTML, HTML emails, CSS, Google Analytics, Web Design, Product Management, Account Management, Project Management, Team Building, Web Project Management, Windows, OS X, Mobile Devices, Online Advertising, Adobe Creative Suite, Editorial
Education
UC Berkeley 2011 — 2013
BA Urban Studies - Sustainable Design minor
CSAA Insurance Group July 2012 - Present
CSAA Insurance Group June 2011 - July 2012
Provident Funding Associates L.P. July 2007 - September 2010
Morgan Stanley January 2007 - June 2007
Education
University of California, Davis 2004 — 2007
B.A, Economics
University of California, Berkeley 2011 — 2011
Project Management
Shepherd's Center of Charlotte July 2015 - Present
Wells Fargo Securities March 1998 - July 2014
Morgan Stanley April 1997 - March 1998
BZW - Barclays Capital January 1994 - February 1997
BZW - Barclays Capital January 1986 - January 1994
Barclays Banks PLC March 1980 - January 1986
Skills
Training, Capital Markets, Strategic Planning, Derivatives, Banking, Money Market, Equities, Options, Bonds, Leadership, Investment Banking, Recruiting, Credit, Foreign Exchange, Coaching, Leadership Development, Performance Management, Loans, Succession Planning, Interest Rate Swaps, Process Improvement, Commercial Banking, Portfolio Management, Loan Origination, Employee Engagement, Organizational..., Credit Analysis
Education
University of California, Berkeley
BA Psychology
Ni Advisors, Inc. January 2005 - Present
Morgan Stanley April 1998 - October 2003
URS Corporation 1989 - April 1998
Skills
Retirement Planning, Wealth Management, Investments, Strategic Financial..., Bonds, Leadership, PowerPoint, Insurance, Finance, Business Development, Financial Reporting, Accounting, Sales, Financial Analysis, Microsoft Excel, Fixed Annuities, Microsoft Word
Education
University of California, Berkeley 1984 — 1987
KPMG Corporate Finance LLC February 2012 - Present
McGladrey Capital Markets July 2009 - March 2012
Capital Group July 2006 - July 2009
McGladrey Capital Markets LLC May 2002 - July 2006
Equipment Design and Manufacturing August 2004 - June 2005
Morgan Stanley July 2000 - May 2002
Skills
Valuation, Financial Modeling, Corporate Finance, Financial Analysis, Mergers, Strategy, Analysis, Equities, Asset Management, Forecasting, Finance, Mergers & Acquisitions, Financial Reporting, Investment Banking, Financial Services, Accounting, Strategic Financial..., Leadership, Financial Forecasting, Start-ups, Managerial Finance, Executive Management, Competitive Analysis, Corporate Development, Cash Management, Acquisition Integration, Investments, M&A experience, LBO, Business Planning, Financial Structuring, Restructuring, Due Diligence, Private Equity, Business Valuation, Venture Capital, Equity Research, DCF, Portfolio Management, Internal Controls, Capital Raising, IPO, Capital Markets
Education
University of California, Berkeley, Haas School of Business 1996 — 2000
B.S., Finance
Esperanza High School 1992 — 1996
GoldenTree Asset Management 2007 - Present
Morgan Stanley 2003 - 2007
Morgan Stanley 2001 - 2003
Skills
Structured Products, Fixed Income, Hedge Funds, Bloomberg, Derivatives, Capital Markets, Equities, Alternative Investments, Asset Management, Valuation, Portfolio Management, Financial Modeling, CDO, ABS, Bonds, Credit Derivatives, Trading
Education
University of California, Berkeley 1997 — 2001
B.A., Mathematics and Statistics
Two Sigma Investments October 2012 - Present
Goldman Sachs July 2008 - September 2012
Morgan Stanley June 2007 - August 2007
United States Department of the Treasury January 2007 - May 2007
Skills
Global Macro, Derivatives, Emerging Markets, Foreign Exchange, FX Derivatives, Fixed Income, Interest Rate..., Credit Derivatives, Equities, Equity Derivatives, Quantitative Research, Asset Allocation, Matlab, Python, Mergers & Acquisitions, IPO, Valuation
Education
University of California, Berkeley 2004 — 2008
Bachelor of Arts (BA), Economics and Statistics with High Honors
La Costa Canyon High School 2000 — 2004
Scratch DJ Academy
Apex Capital 2013 - 2013
Morgan Stanley 2011 - 2013
Voce Capital Management 2011 - 2011
Morgan Stanley 2010 - 2010
Skills
Investment Banking, Financial Modeling, Capital Markets, Bloomberg, Valuation, Equity Trading, Equity Derivatives
Education
University of California, Berkeley
Economics, Statistics
UBS Financial Services February 2007 - Present
Morgan Stanley June 2005 - February 2007
Education
University of California, Berkeley 2000 — 2005
B.A., Mass Communications
Nike July 2014 - Present
Nike January 2011 - October 2014
Nike February 2009 - January 2011
Goldman Sachs March 2005 - February 2009
Morgan Stanley July 2002 - March 2005
Morgan Stanley January 2000 - July 2002
Bear Stearns June 1999 - January 2000
Skills
Emerging Markets, Financial Modeling, Valuation, Investment Banking, Corporate Finance, Financial Analysis, Mergers, Business Strategy
Education
University of California, Berkeley, Haas School of Business 1995 — 1999
BS, Business Administration
TriNet September 2014 - Present
Capital Market Exchange July 2013 - May 2014
Barclays Capital January 2009 - December 2012
Lehman Brothers June 2005 - December 2008
Barclays Global Investors June 2004 - August 2004
Morgan Stanley September 2000 - June 2003
Sosnowy Investment Management Company (SIMCO) April 1999 - May 2000
Morgan Stanley June 1998 - May 1999
Skills
Fixed Income, Equities, Hedge Funds, Bloomberg, Capital Markets, Derivatives, Series 7, Structured Products, Bonds, Investment Banking, Credit Derivatives, Valuation, Alternative Investments, Trading, Financial Modeling, Investments, Structured Finance, Private Equity, Financial Structuring
Education
University of California, Berkeley, Haas School of Business 2003 — 2005
MBA, Finance and Real Estate
University of Washington 1994 — 1998
BA, Economics
JPMorgan Chase September 2011 - Present
Commodities Broker, Connecticut February 2011 - September 2011
Barclays Capital October 2009 - November 2010
Morgan Stanley 2004 - January 2009
Morgan Stanley 2002 - 2004
Morgan Stanley 1994 - 2002
Morgan Stanley 1989 - 1994
Morgan Stanley 1986 - 1989
Education
University of California, Berkeley, Haas School of Business 1981 — 1983
BS, Business Administration
Bank of America June 2013 - Present
Morgan Stanley August 2010 - May 2013
Barclays Capital November 2008 - August 2010
Lehman Brothers 2005 - 2008
Skills
Credit Derivatives, Risk Management, Credit Risk, Derivatives, Portfolio Management
Education
University of California, Berkeley, Haas School of Business
MFE, Master of Financial Engineering
University of California, Davis
BS, Physics and Mathematics
University of California, Los Angeles
PhD, Condensed Matter Physics
Crescent Capital Group 2007 - Present
Goldman Sachs 2002 - 2005
Morgan Stanley 2001 - 2002
Skills
Financial Modeling, LBO, Investment Banking, Private Equity, Strategy, Valuation, Corporate Development
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA
University of California, Berkeley 1997 — 2001
BA, Economics
Morgan Stanley February 2000 - Present
Salomon Brothers July 1995 - February 2000
IBM June 1989 - July 1993
Skills
Fixed Income, Hedge Funds, Bonds, Alternative Investments, Capital Markets, Portfolio Management, Asset Managment, Investments, Electronic Trading, Bloomberg, Trading Systems, ETFs, Asset Allocation, Trading
Education
University of California, Berkeley, Haas School of Business 1993 — 1995
MBA, Finance
University of California, Los Angeles 1984 — 1989
BA, Economics
PJT Partners July 2014 - Present
Morgan Stanley July 1988 - January 2014
Skills
Private Equity, Capital Markets, Corporate Finance, Valuation, Investment Banking, Equities, Hedge Funds
Education
University of California, Berkeley 1984 — 1988
B.S.
Clear Haven Capital Management June 2012 - Present
Macquarie Bank June 2009 - April 2012
Bayview Asset Management January 2008 - June 2009
Deutsche Bank August 2006 - January 2008
Lehman Brothers August 2005 - July 2006
Morgan Stanley 2005 - 2005
Skills
Hedge Funds, Fixed Income, Derivatives, Securitization, ABS, MBS, Trading, Equities, Capital Markets, Investment Advisory, Valuation, Bonds, Structured Products
Education
University of California, Berkeley - Walter A. Haas School of Business 2004 — 2005
Master's degree
The University of Connecticut 1998 — 2002
Bachelor's degree, Mathematics
Bethel High School 1994 — 1998
Octagon Jets August 2009 - Present
Morgan Stanley May 2006 - August 2008
Education
University of California, Berkeley 2004 — 2008
UC Berkeley December 2014 - July 2015
Strikingly December 2013 - September 2014
Morgan Stanley July 2011 - December 2013
Education
University of California, Berkeley 2015 — 2016
Master’s Degree, Computer Science
Tongji University 2008 — 2012
Bachelor of Engineering (B.E.), Computer Software Engineering
Morgan Stanley March 2015 - Present
UC Berkeley Haas School of Business March 2014 - March 2015
Morgan Stanley October 2014 - January 2015
University of California at San Diego September 2007 - December 2013
Skills
LaTeX, Teaching, C++, Mathematica, Research, Programming, Matlab, Mathematical Modeling, Statistics, R, Data Analysis, Quantitative Analytics, Linear Algebra, Calculus, Probability, Stochastic Processes, Differential Equations, Applied Mathematics, Numerical Analysis, Scientific Computing, nonlinear PDE, Partial Differential..., Real Analysis, Linux
Education
University of California, Berkeley, Haas School of Business 2014 — 2015
Master of Financial Engineering, Financial Mathematics
University of California, San Diego 2007 — 2013
Doctor of Philosophy (PhD), Nonlinear PDE
Google November 2014 - Present
Google April 2014 - Present
Google May 2013 - April 2014
Google July 2012 - May 2013
Wildfire Interactive, Inc. April 2012 - July 2012
Upwardly Global February 2012 - June 2012
Standard & Poor's April 2011 - April 2012
Constellation Wealth Advisors LLC March 2008 - April 2011
Morgan Stanley Smith Barney June 2007 - March 2008
Morgan Stanley June 2006 - June 2007
Skills
Salesforce.com, Social Media Marketing, Financial Analysis, Marketing, Sales, Online Advertising, Financial Reporting, New Business Development, Start-ups, Social Media, Microsoft Excel, Leadership, CRM, Account Management, Lead Generation, Analytics, Marketing Strategy, Strategy
Education
University of California, Berkeley 2003 — 2007
B.A., Political Economy of Industrial Societies
Clovis High School
KKR July 2013 - Present
Morgan Stanley August 2012 - June 2013
Morgan Stanley June 2010 - July 2012
Skills
Financial Modeling, Valuation, Capital IQ, Investment Banking, Bloomberg, DCF, Private Equity, Corporate Finance, Equities, LBO, Financial Analysis, Equity Research, Hedge Funds
Education
University of California, Berkeley - Walter A. Haas School of Business 2006 — 2010
Bachelor of Science (B.S.), Business Administration
As August 2015 - Present
Morgan Stanley June 2013 - July 2015
Morgan Stanley June 2012 - August 2012
Goldman Sachs & Co. June 2011 - August 2011
Merrill Lynch January 2011 - May 2011
BlackSand Capital, LLC June 2010 - August 2010
Education
University of California, Berkeley 2010 — 2013
Rdio June 2015 - Present
Voyager Consulting 2012 - 2014
Morgan Stanley February 2013 - April 2013
Venture Strategy Solutions 2011 - 2012
Skills
R, Python, Java, Scheme, SQL
Education
UC Berkeley 2011 — 2015
GI Partners March 2015 - Present
Lazard July 2013 - February 2015
Morgan Stanley June 2012 - August 2012
Skills
Capital IQ, Bloomberg, Bloomberg Terminal, LBO, Social Media, Mandarin, Mergers & Acquisitions, Public Speaking, Microsoft Word, Research, Microsoft Excel, Financial Modeling, Investment Banking, Skydiving, Microsoft Office, Financial Analysis, Valuation, PowerPoint
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2013
B.S. Business Administration, B.A. Psychology
Diamond Bar High School 2005 — 2009
Investment Fund November 2012 - Present
Morgan Stanley July 2010 - November 2012
Citi June 2008 - July 2010
Skills
Capital Markets, Investment Banking, Bloomberg, Valuation, Equities, Financial Modeling, Equity Research, Hedge Funds, Fixed Income, Capital IQ, Corporate Finance, DCF, Investments, Equity Capital Markets
Education
University of California, Berkeley 2004 — 2008
BA, Economics, Political Science
Miramonte High School 2000 — 2004
Coastland Capital November 2014 - Present
Hyphen Fund Management LLC January 2014 - October 2014
Morgan Stanley July 2012 - January 2014
Vista Point Advisors February 2011 - January 2012
Education
Haas School of Business, UC Berkeley
Bachelor of Science, Business Administration
Morgan Stanley March 2012 - Present
Morgan Stanley July 2007 - March 2012
Education
UC Berkeley
Bachelor of Arts (B.A.), Economics
UC Berkeley Haas School of Business
Bachelor of Science (BS), Business Administration and Management, General
Getco LLC March 2008 - August 2012
Morgan Stanley 2006 - 2007
Bank of America 2000 - 2006
Skills
Trading Strategies, Proprietary Trading, Quantitative Finance, Fixed Income, Financial Modeling, Capital Markets, Market Making, Derivatives, Trading, Options, Equity Trading, Trading Systems, Electronic Trading, Equities, Equity Derivatives
Education
University of California, Berkeley 1996 — 2000
Bachelor of Science (B.S.), Industrial Engineering
HBS HPLP
Kevlar Investments September 2012 - Present
Morgan Stanley April 1999 - September 2012
Education
University of California, Berkeley 1986 — 1990
BS, Electrical and Electronics Engineering
Kozar LLC December 2006 - Present
Morgan Stanley August 2001 - May 2006
Hensel Phelps February 1996 - April 2001
Skills
Contract Negotiation, Business Development, Financial Analysis, Asset Management, Strategy, Entrepreneurship, Residential Homes, International..., Real Estate Financing, Real Estate Development, Due Diligence, Strategic Planning, Real Estate, Business Planning, Investments, Real Estate Economics, Urban Planning, Mergers & Acquisitions, Private Equity, Venture Capital, Investment Properties, Valuation, Negotiation
Education
University of Oxford
Master of Science (MSc), Sustainable Urban Development
University of Chicago
Master of Business Administration (MBA)
UC Berkeley
Bachelor of Arts (BA), Political Economy of Industrial Societies