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
City National Rochdale March 2015 - Present
City National Rochdale August 2013 - March 2015
Morgan Stanley January 2013 - June 2013
Private Wealth Partners, LLC June 2012 - September 2012
Skills
Economics, Microsoft Excel, Microsoft Office, Portfolio Management, PowerPoint, Microsoft Word, Financial Analysis, Teamwork, Accounting, Data Analysis, Marketing, Financial Modeling, Investment Management, Customer Service, Research, Photoshop, Business Decision Making, Portfolio Optimization, Asset Allocation, Risk Management
Education
University of California, Davis 2009 — 2013
Bachelor of Science (B.S.), Managerial Economics, 3.71
Microsoft August 2015 - Present
Lifescript March 2015 - June 2015
Adaptive Medias, Inc January 2015 - February 2015
Morgan Stanley November 2014 - January 2015
Adaptive Medias, Inc September 2014 - January 2015
West Coast Consulting July 2014 - September 2014
UC Irvine September 2013 - September 2014
Roth Capital Partners August 2013 - January 2014
Skills
Microsoft Office, Microsoft Excel, Customer Relations, Salesforce.com, Resource Development, PPC, Online Advertising, Digital Marketing, SEM, Display Advertising
Education
University of California, Irvine 2012 — 2015
Bachelor of Arts (BA), Business Economics
Westminster High School 2011 — 2012
Magna Cum Laude
Morgan Stanley June 2015 - Present
Mtn View/Los Altos 2011 - June 2015
Wells Fargo Advisors December 2007 - February 2011
Skills
Strategy, Strategic Financial..., Retirement Planning, Portfolio Management, Financial Services, Financial Analysis, Finance, Due Diligence, Business Analysis, Mergers, Estate Planning, Wealth Management, Mergers & Acquisitions
Education
University of California, Davis
International Relations/Economics
PwC September 2015 - Present
Morgan Stanley October 2014 - December 2014
Aon Hewitt March 2014 - May 2014
MeadWestvaco February 2013 - April 2013
Education
University of California, Davis - Graduate School of Management 2014 — 2015
Master's Degree, Accounting
Southwestern University of Finance and Economics 2010 — 2014
Bachelor's Degree, Accounting
Moss Adams LLP July 2015 - Present
Deloitte January 2014 - April 2014
Morgan Stanley September 2013 - November 2013
Skills
Accounting, Tax Preparation, Tax, Microsoft Excel, Income Tax, Microsoft Word, Financial Statements, PowerPoint, GAAP, Tax Returns, Tax Accounting, General Ledger, Tax Research, US GAAP, Microsoft Office, Time Management, QuickBooks, Customer Service, Teamwork
Education
California State University-Long Beach 2012 — 2014
Bachelor's degree, Accounting
University of California, Irvine 2011 — 2012
Biology/Biological Sciences, General
Aflac Insurance June 2014 - August 2014
Morgan Stanley April 2014 - June 2014
Skills
Data Analysis, Equities, Microsoft Excel, Microsoft Office, Japanese Language..., Leadership, Insurance, Customer Service, Networking, Economics
Education
University of California, Davis 2010 — 2014
Economics, Japanese, Bachelor of Arts (B.A.)(3.63)
New World Research Institute September 2013 - December 2013
UC Davis January 2013 - September 2013
UC Davis November 2011 - September 2013
Morgan Stanley March 2012 - June 2012
Skills
Data Analysis, Financial Analysis, Communication, data cleansing and..., Data Visualization, Data Modeling, Capital Budgeting, effective communicator, SAS programming, SQL, R, Validation, SPSS, Data Mining, objective listener, strong analystical and..., Close Attention to..., Self-motivated Team..., Leadership, Machine Learning, Valuation, Statistics, Multivariate Statistics, Analysis
Education
University of California, Davis 2009 — 2013
Bachelor's degree, Applied Statistics and Managerial Economics
Principal Funds August 2005 - Present
Citibank June 2004 - July 2005
Morgan Stanley January 2004 - June 2004
Skills
Mutual Funds, Series 7, Wealth Management, Series 63, Financial Advisory, Banking, Investments, Retirement, Financial Planning
Education
University of California, Davis
BS, Managerial Economics
Jesuit High School, Sacramento
Answers.com July 2012 - Present
ResellerRatings.com (acquired by Answers.com) September 2011 - July 2012
eHealthInsurance August 2010 - September 2011
eHealthInsurance January 2008 - August 2010
SideStep (acquired by Kayak) May 2007 - December 2007
NexTag May 2005 - May 2007
Landiscor Aerial Information July 2004 - April 2005
Morgan Stanley January 2005 - March 2005
Sturge Presbyterian Church June 2002 - September 2002
Skills
Lead Generation, Salesforce.com, Business Development, Strategic Partnerships, Account Management, E-commerce, SaaS, Online Advertising, PPC, New Business Development, Customer Acquisition, Marketing Management, Marketing Communications, Start-ups, Leadership, Social Networking, Online Marketing, Management, Marketing, Product Management, Digital Marketing
Education
University of California, Irvine 2001 — 2005
BA, English
Union Bank November 2013 - Present
US Bank March 2007 - October 2013
UBS June 2006 - December 2007
UC Davis January 2006 - April 2006
Morgan Stanley April 2005 - March 2006
Skills
Commercial Banking, Real Estate, Small Business Lending, Refinance, Loans, Credit, Banking, Portfolio Management, Compliance, Customer Relations, Analysis, Risk, Treasury Management, Policy, Underwriting, Customer Service, Commercial Lending, Commercial Mortgages, Mortgage Lending, Finance, Credit Analysis, Loan Origination, Investment Properties, Lines Of Credit, Commercial Real Estate, Asset Based Lending, Cash Management, Consumer Lending, Investments, Asset Management, Risk Management, Financial Analysis, Strategic Financial..., Relationship Management, Financial Services, Valuation, Financial Risk, SBA, Mutual Funds, Wealth Management, Financial Planning
Education
University of California, Davis
Bachelor of Science, Managerial Economics
Wells Fargo Advisors, LLC. January 2011 - Present
Morgan Stanley May 1991 - February 2011
Monex International November 1986 - May 1991
Skills
Investments, Alternative Investments, Retirement, Investment Strategies, Asset Allocation, Retirement Planning, Mutual Funds, IRAs, Estate Strategies, Securities, 401k Rollovers, 401k, Wealth, Bonds, Series 7
Education
University of California, Irvine 1980 — 1985
Actelion Pharmaceuticals US, Inc. November 2014 - Present
Impax Laboratories, Inc. September 2012 - November 2014
Latham & Watkins LLP October 2007 - May 2011
Morgan Stanley May 2005 - May 2006
Skills
Corporate Governance, Corporate Law, Securities, Mergers & Acquisitions, Securities Regulation, Mergers, Capital Markets, Legal Research, Commercial Contracts, Negotiation, Drafting Agreements
Education
University of California, Hastings College of the Law 2004 — 2007
Juris Doctor, Law
University of Washington 2000 — 2004
Bachelor of Arts (B.A.), Business Administration, cum laude, with distinction
University of Washington 2000 — 2004
Bachelor of Arts (B.A.), Law, Societies, Justice
FDX Advisors June 2015 - September 2015
Morgan Stanley September 2013 - December 2013
Skills
Investments, Options Strategies, Financial Markets, Data Analysis, Management, Technical Analysis, Fundamental Analysis, Economics, Economic Modeling, Econometrics, Business Strategy
Education
University of California, Davis 2011 — 2015
Bachelor of Science (BS), Business/Managerial Economics, 3.0
Morgan Stanley March 2005 - Present
Morgan Stanley July 1997 - March 2005
Skills
Microsoft Office, Social Networking, PowerPoint, Customer Service, Facebook, Microsoft Word, Event Management, Public Relations, Research, Management
Education
Whittier College 1993 — 1997
Bachelor of Arts
University of California, Irvine
Accenture August 2014 - Present
Hewlett-Packard June 2013 - September 2013
Morgan Stanley July 2012 - August 2012
California Higher Education Sustainability Conference October 2011 - June 2012
Kaiser Permanente IT June 2011 - September 2011
Skills
Microsoft Excel, Leadership, Microsoft Office, PowerPoint, Product Management, Time Management, Research, Data Analysis, Management, Access, Economics, Team Leadership, Databases, Microsoft Word, Project Management, Managerial Finance, CRM, Analysis, Econometrics, Lotus Notes, SharePoint, Prezi, salesPRISM, WebX, Statistical Software, Events Coordination, Stata
Education
University of California, Davis 2010 — 2014
Bachelor of Science (B.S.), Managerial Economics
Facebook August 2015 - Present
Wells Fargo Practice Finance October 2014 - Present
UC davis bookstore July 2013 - June 2014
Morgan Stanley 2014 - 2014
AFC Sushi May 2010 - November 2010
Skills
Investments, Financial Analysis, Mutual Funds, Equities, Portfolio Management, Research, Financial Planning, Securities, Fixed Income, Banking, Retirement Planning, PowerPoint, Microsoft Excel, Teamwork, Customer Service, Event Planning, Microsoft Office, Data Analysis, Social Networking, Time Management, Public Speaking, Microsoft Word, Data Entry
Education
University of California, Davis 2012 — 2014
Bachelor of Arts (B.A.), Economics
Box March 2015 - Present
Fitch Ratings June 2014 - September 2014
Morgan Stanley September 2013 - December 2013
AMCL Technology Inc. June 2012 - August 2012
Skills
Teamwork, Microsoft Excel, Research, Social Media, Customer Service, Microsoft Word, Photoshop, PowerPoint, Public Speaking, Microsoft Office, Analysis, Finance, Sales, Marketing, Municipal Bonds, Credit Rating
Education
UC Davis 2012 — 2014
Bachelor of Arts (B.A.), Economics
Cupertino High School 2006 — 2010
High School Diploma
HedgeSPA August 2014 - September 2014
Fox Consulting Group LLC June 2012 - December 2013
Morgan Stanley September 2012 - August 2013
ASUCD December 2011 - June 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Public Speaking, C++, English, HTML, Windows, Time Management, Business Development, Finance, Portfolio Management, Analysis
Education
UC Davis 2011 — 2015
Bachelor of Science (BS), Managerial Economics, 3.5
EAT Club May 2015 - Present
Nokia June 2014 - June 2015
Morgan Stanley October 2014 - December 2014
Chi Phi Fraternity Sigma Delta Chapter November 2013 - December 2014
Socotra Capital June 2014 - September 2014
Economics and Business Student Association June 2013 - June 2014
ASUCD Coffee House September 2012 - May 2014
TaskRabbit August 2013 - January 2014
UC Davis Department of Chicana and Chicano Studies June 2013 - January 2014
Skills
Research, Public Speaking, Community Outreach, Spanish, Leadership, Customer Service, Fundraising, Social Media, Strategic Planning, Business Development, Facebook, Microsoft Word, Social Networking, Microsoft Office, Event Planning, Time Management, PowerPoint, Microsoft Excel, Economics, Sports, Editing, Volunteer Management
Education
UC Davis 2010 — 2015
Bachelor of Arts (BA), Economics/ Chicano Studies
Adrian C. Wilcox High School 2006 — 2010
High School
CYUX LLC August 2014 - Present
Independent September 2014 - Present
J.P. Morgan September 2013 - August 2014
Financial Services February 2013 - September 2013
Morgan Stanley April 2010 - April 2013
Goldman Sachs August 2009 - April 2010
Brownink January 2000 - April 2010
General Electric - GE Money 2006 - January 2009
GE Consumer Finance September 2006 - March 2008
Dell Professional Services February 2003 - September 2006
Skills
User-centered Design, Mobile Applications, Creative Direction, Information Design, Information Architecture, User Interface Design, User Experience, Axure, User Acceptance Testing, Graphic Design, Visio, Photoshop, Dreamweaver, HTML + CSS, HTML, SEM, Premiere, Final Cut Pro, CMS, flash, Flex, JavaScript, Project Planning, Agile, Business Analysis, Business Strategy, Adobe Creative Suite, Flash, Endorsing LinkedIn users, Software Development, Agile Methodologies, Digital Strategy, E-commerce, Web Applications, Web Design, Strategy, SEO, Online Marketing, Interaction Design, Usability, Wireframes, User Interface, CRM, Web Analytics, Analytics, Enterprise Software, Content Management, Management, User Experience Design, Business Intelligence
Education
University of California, Irvine 1991 — 1995
BFA, Fine and Studio Arts
Schneider Electric Process Automation (formerly Invensys) 2008 - Present
Society for Technical Communication 2007 - Present
Barbara Giammona Communications LLC September 2007 - April 2008
McKesson Corporation January 2006 - September 2007
Morgan Stanley September 2005 - December 2005
Morgan Stanley - MSCI Barra April 2005 - August 2005
Morgan Stanley May 1998 - March 2005
Bear Stearns December 1995 - May 1998
Berlitz Translation Services (Now Bowne Global Services - LionBridge) November 1994 - December 1995
State of The Art April 1990 - November 1994
Skills
Internal Communications, Change Management, Training, Financial Services, Software, Technical Writing, Technical Documentation, Content Management, Software Documentation, Project Management, Program Management, Technical Communication, Content Development, FrameMaker, Agile Methodologies, Interviewing Subject..., Strategy, Manuals, Editing, Strategic Communications, Leadership, Online Help, Web Content, Corporate Communications, Quality Assurance, Newsletters, Management, RoboHelp, Proposal Writing, Analysis
Education
Polytechnic University - Polytechnic Institute of New York University 2002 — 2004
MS
University of California, Irvine 1978 — 1982
BA
Morgan Stanley November 2004 - Present
Skills
Retirement Planning, Wealth Management, Alternative Investments, Fixed Income, Capital Markets, Portfolio Management, High Net Worth..., Investment Management, Asset Allocation, Investments, Mergers, Series 63, Series 7, Equities, Investment Strategies, Mergers & Acquisitions
Education
University of California, Irvine
Bachelor’s Degree, Economics
Workday August 2015 - Present
Morgan Stanley January 2015 - February 2015
FireEye, Inc. June 2014 - September 2014
LSI Corporation June 2013 - May 2014
Dutra Enterprises, Inc August 2012 - November 2012
Completech, Inc. July 2012 - August 2012
Citrix June 2008 - August 2008
Skills
Data Analysis, Microsoft Excel, Eloqua, Google Analytics, Analytics, Market Research, Marketing Automation, Competitive Analysis, Email Marketing, Salesforce.com, Lead Generation, Product Marketing, Microsoft Office, Product Management, Sales
Education
University of California, Davis 2013 — 2015
Bachelor of Science (B.S.) Managerial Economics
State Street June 2015 - Present
State Street January 2015 - June 2015
UC Davis Athletics-Marketing June 2014 - June 2015
Morgan Stanley April 2014 - June 2014
KDVS 90.3 FM April 2014 - June 2014
Bio-Rad Laboratories June 2013 - August 2013
Brittan Park Valuations June 2012 - August 2012
Skills
Change Management, Databases, Web Development, Project Management, Marketing, Fundamental Analysis, Technical Analysis, Digital Photography, Youth Development, CSS, HTML
Education
UC Davis 2011 — 2015
Bachelor of Arts (B.A.), Economics
Dublin High School 2007 — 2011
NerdWallet September 2015 - Present
Cushman & Wakefield October 2014 - September 2015
Cushman & Wakefield July 2014 - September 2014
UC Davis Picnic Day September 2013 - June 2014
UC Davis August 2013 - June 2014
Morgan Stanley January 2013 - March 2013
SignalDT Biosystems August 2008 - June 2012
Skills
Operations Management, Customer Service, Economics, Microsoft Excel, Research, Accounting, PowerPoint, International Economics, QuickBooks, Stock Market Analysis, R, Python, Stata, Forecasting, Microsoft Office, Financial Analysis, Financial Accounting, Statistical Data..., Regression Analysis, Analysis, Training, Commercial Real Estate..., Real Estate Economics, Event Planning
Education
University of California, Davis 2012 — 2014
Bachelor's Degree, Economics
Lincoln Financial Advisors April 2014 - Present
Lincoln Financial Advisors December 2012 - April 2014
Morgan Stanley March 2012 - June 2012
AGS Consulting February 2012 - June 2012
Alpha Kappa Psi - Upsilon Psi UC Davis October 2011 - February 2012
University of California, Davis 2011 - 2012
Saks Fifth Avenue June 2008 - August 2011
Skills
Data Analysis, Economics, Stata, Statistics, Microsoft Excel, Facebook, Microsoft Word, Microsoft Office, Public Speaking, Marketing, Customer Service, Sales, Photoshop, Critical Thinking, Mandarin, Social Networking, Teamwork, Research
Education
University of California, Davis 2010 — 2012
B.S., Managerial Economics
Wells Fargo June 2015 - Present
Wells Fargo June 2014 - August 2014
Morgan Stanley April 2014 - June 2014
Pi Kappa Alpha Theta Omega Chapter September 2012 - January 2014
Haas School of Business June 2013 - September 2013
Nordstrom May 2012 - September 2012
UC Davis February 2012 - April 2012
Haagen-Dazs May 2011 - September 2011
Pleasant Hill Recreation and Park District June 2007 - August 2011
LMYA Sports September 2006 - August 2010
Skills
Marketing, Treasurer - Pi Kappa..., Sales, Management, Volunteering, Data Analysis, Eagle Scout, Community Outreach, Customer Service, Research, Brotherhood Chair - Pi..., Budgets, Acalanes Yearbook Head..., Financial Analysis, Finance, Time Management
Education
University of California, Davis 2011 — 2015
BS, Mangerial Economics
Citi Personal Wealth Management April 2012 - Present
Chase September 2009 - April 2012
Merrill Lynch 1999 - 2008
Morgan Stanley 1998 - 1999
Schieffelin and Sommerset Co. 1995 - 1998
Skills
CRM, Investments, Strategy, Portfolio Management, FINRA, Series 63, Finance, Series 65
Education
JFK
JFK
JFK
University of California, Davis
BA, Economics
AT&T January 2015 - Present
AT&T January 2014 - December 2014
AT&T November 2012 - December 2013
AT&T January 2012 - November 2012
AT&T August 2011 - December 2011
AT&T July 2010 - July 2011
AT&T June 2009 - August 2009
Credence Wealth Management Group March 2007 - April 2008
AXA Advisors April 2005 - April 2008
Morgan Stanley September 2003 - March 2004
Skills
Financial Advisory, Sales Management, Sales Operations, Change Management, Direct Sales, Team Building, Sales Process, Coaching, Customer Service, Telecommunications, Sales, Cross-functional Team..., Project Management, Wireless, Call Centers, Business Planning, Management, Project Planning, Vendor Management, Product Management, Leadership, Leadership Development, Mergers & Acquisitions, Business Development, Strategy, Marketing, Start-ups, Program Management, CRM, Strategic Partnerships, Mobile Devices, Solution Selling, Competitive Analysis, Managed Services, Product Marketing, Team Leadership, Business Analysis, SaaS, Account Management, Salesforce.com, Business Strategy, Cloud Computing, New Business Development, Analytics
Education
University of Southern California - Marshall School of Business 2008 — 2010
MBA, Operations, Marketing
University of California, Irvine 2001 — 2005
BA, Economics, Management
Morgan Stanley August 1998 - Present
Cowen and Company November 1988 - August 1998
Education
University of California, Davis 1983 — 1987
Bachelors of Science, Managerial Economics
Airbnb March 2014 - Present
fuseproject October 2012 - Present
Landor Associates September 2011 - September 2012
Karten Design December 2008 - September 2011
ING Advisors Network September 2007 - December 2008
Morgan Stanley March 2006 - June 2008
Families Forward April 2007 - June 2007
WHISPER Brand Consultancy January 2007 - May 2007
Skills
Strategy Implementation, Client Management, Project Management, CRM, Budgets, Projects, Marketing, Program Management, Account Management, New Business Development, Management, Market Research, Event Planning, Creative Direction, Start-ups, Product Development, Marketing Strategy, Social Media Marketing, Brand Development, Product Management, Strategy, Integrated Marketing, Digital Strategy, User Experience, Sales, Digital Marketing, Concept Development
Education
University of California, Irvine 2004 — 2007
BS, Psychology and Social Behavior
UC Education Abroad Program, London
Anthropology and Museum Studies
Makita U.S.A., Inc. 2013 - Present
Phiten USA 2009 - 2012
Superier Traders International, Ltd. 2006 - 2009
Morgan Stanley 2005 - 2006
Skills
Microsoft Office, Excel, Word, PowerPoint, Outlook, Microsoft Dynamics, Photoshop, Illustrator, Adobe Acrobat, Pivot Tables, VBA, Microsoft Excel, Leadership, Sales, Retail, Inventory Management, Social Media Marketing, Microsoft Word, Marketing, Copywriting, Merchandising, Marketing Strategy, Product Development, Management, Product Management, Strategic Planning
Education
University of California, Davis 2002 — 2006
B.A., Economics
Ross Stores, Inc. September 2015 - Present
Ross Stores, Inc. September 2015 - Present
Ross Stores, Inc. August 2014 - September 2015
Ross Stores, Inc. August 2013 - August 2014
US Superior Stone & Tile, Inc October 2012 - August 2013
Morgan Stanley July 2011 - August 2011
Chinese Newcomers Service Center January 2011 - March 2011
Asian Pacific Environmental Network June 2004 - August 2009
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Accounting, PowerPoint, Teamwork, Financial Accounting, Customer Service, Financial Reporting, QuickBooks, Bookkeeping, Research, Time Management, Income Tax, Public Speaking, Windows, Peachtree, Data Entry, Invoicing, Outlook
Education
University of California, Davis 2008 — 2012
Bachelor's degree, Managerial Economics
Sycamore Lane Investment Club January 2015 - Present
Sacramento Entrepreneaurship Academy September 2014 - June 2015
Morgan Stanley September 2014 - December 2014
UC Davis Student Academic Success Center October 2013 - September 2014
Morgan Stanley April 2014 - June 2014
Leyile Toys June 2013 - August 2013
Laser Operations LLC / QPC Lasers December 2011 - January 2012
Jieli Publishing House April 2007 - February 2009
Skills
C++, C, Stata, Applied Mathematics, Econometrics, Statistics, Stock Trading, Research, Management, Economics, Analysis, Microsoft Office, Microsoft Excel, Data Analysis, Microsoft Word, Finance, PowerPoint, Financial Analysis, Public Speaking, Teamwork, Financial Modeling
Education
University of California, Davis 2011 — 2015
Bachelor of Science (BS), Applied Mathematics, 3.92
University of California, Davis 2011 — 2015
Bachelor's Degree, Economics, 3.92
Los Angeles County District Attorney's Office January 2013 - Present
D'Egidio Licari & Townsend, LLP November 2011 - January 2013
San Diego District Attorney's Office August 2010 - August 2011
BoJam Inc May 2009 - August 2010
Boulder District Attorney May 2007 - May 2009
Credit Suisse May 2008 - September 2008
Morgan Stanley June 2005 - May 2006
Skills
Financial Management, Financial Advisory, Estate Planning, Bankruptcy, Licensing, Securities, Civil Litigation, Lease Negotiations, Commercial Real Estate, Business Development, Creditors' Rights, Series 7
Education
University of Colorado School of Law 2006 — 2009
Juris Doctorate, Law
University of California, Irvine 2001 — 2005
Bachelor Degree, Political Science, Economcis
Chaminade College Preparatory 1997 — 2001
General Education, High School
Sparkpr January 2013 - April 2013
Vizery June 2012 - October 2012
The Davis Soccer Network (Club) January 2011 - June 2012
Kyria Boundy Mills Lab September 2011 - December 2011
Morgan Stanley September 2011 - December 2011
UC Davis Medical Center January 2011 - March 2011
Folsom Pandas September 2008 - December 2008
Skills
Data Analysis, Social Media Marketing
Education
University of California, Davis
Bachelor of Science (B.S.), Biological Sciences (Emphasis in Molecular and Cellular Biology)
Folsom High School 2005 — 2007
Bishop McNamara High School 2003 — 2005
UC Davis Extension June 2015 - Present
UC Davis January 2014 - January 2015
New World Research Institute July 2013 - September 2013
Georgetown University June 2013 - September 2013
UC Davis Department of Statistics April 2013 - June 2013
Research Training Group at UC Davis January 2013 - June 2013
UC Davis September 2012 - March 2013
Navion Financial Advisors, LLC April 2012 - January 2013
Morgan Stanley October 2012 - December 2012
San Francisco Wellness Initiative March 2009 - January 2010
Skills
Portfolio Management, Financial Analysis, Statistics, Microsoft Excel, Mandarin, PowerPoint, Financial Planners, Microsoft Word, Research, R, Matlab, LaTeX, C language, Gretl, Analysis, Learning Quickly, Social Networking, English, SPSS, Stata, C, Time Series Analysis
Education
University of California, Davis 2015 — 2016
Master's degree, Statistics
University of California, Davis 2011 — 2015
Bachelor of Arts (B.A.) Bachelor of Science, Economics, Statistics
Abraham Lincoln High School 2009 — 2011
High school diploma
Motif Investing August 2014 - Present
TIBCO Software Inc. July 2013 - July 2014
Morgan Stanley January 2012 - December 2012
Morgan Stanley January 2010 - December 2011
Morgan Stanley November 2008 - December 2009
Lehman Brothers July 2006 - November 2008
Skills
TIBCO, Fixed Income, Derivatives, JMS, Core Java, Spring, Hibernate, Weblogic, FX Options, SDLC, Options, Unix, Java Enterprise Edition, Spring Framework, WebLogic, Requirements Analysis, Databases
Education
University of California, Davis - Graduate School of Management 2013 — 2016
Master of Business Administration (MBA)
Vivekanand Education Society's Institute of Technology 2002 — 2006
B.E., Computers
Kendriya Vidyalaya (CBSE) 1997 — 2002
Bachelor's degree, Science
C5 Management September 2012 - Present
Elite Leaders Academy 2011 - Present
Walter C. Cagley, Inc. 2009 - 2013
Wells Fargo Private Client Group March 2007 - May 2009
Morgan Stanley 2004 - 2006
Skills
Sports Management, Football, Coaching, Administration, Author - Aspire to..., Leadership
Education
American Public University System 2011 — 2013
MA with Honors, Sports Managment
University of California, Davis 1977 — 1982
Bachelor's Degree
Xilinx May 2014 - Present
STHREE Productions September 2013 - Present
Stryker September 2012 - May 2014
Morgan Stanley September 2011 - December 2011
State Farm Insurance June 2011 - September 2011
Marrone Bio Innovations November 2010 - June 2011
State Board of Equalization September 2010 - December 2010
UC Davis Student Housing September 2009 - June 2010
Skills
Microsoft Excel, Research, PowerPoint, Data Analysis, Microsoft Office, Customer Service, Access, Purchasing, Oracle Applications, Supply Chain, Time Management, Microsoft Word, Teamwork, Marketing, Training, Editing, Social Media, Windows, Market Research, Management, Outlook, Leadership, Project Management, Public Speaking, Analysis
Education
University of California, Davis 2008 — 2012
Bachelor of Science (B.S.), Managerial Economics, Minor in Communication
Nien Made USA June 2011 - Present
University of California, Riverside January 2010 - July 2011
University of California, Riverside - A. Gary Anderson Graduate School of Management 2009 - 2011
TLC Realty Group June 2008 - September 2009
Morgan Stanley June 2007 - June 2008
Bubble Act Coffee Restaurant February 2002 - June 2007
Education
University of California, Riverside - A. Gary Anderson Graduate School of Management 2009 — 2011
MBA, Strategic Management
University of California, Davis 2006 — 2008
B.A., Economics
KeyPoint Credit Union July 2014 - Present
Barnes & Noble College December 2013 - July 2014
The Party Helpers June 2012 - July 2014
Miseriacordia di Firenze August 2012 - December 2012
Morgan Stanley March 2011 - May 2011
UC Davis Student Resident Fire Fighter Academy June 2010 - July 2010
Skills
Economics, International Relations, PowerPoint, Microsoft Excel, Nutrition, Functional Training, Writing, Personal Training, Customer Service, Leadership, Microsoft Office, Public Speaking, Research, Microsoft Word, Social Networking, Social Media, Teamwork, Interpersonal Skill, International Marketing, Weightlifting, Powerlifting, Nutritional Counseling, Sports Nutrition, Data Analysis, Quantitative Analytics, Cross Selling, Stata, R
Education
UC Davis 2008 — 2013
Bachelor of Arts (B.A.), International Relations and Affairs
University of California, Davis 2008 — 2013
Bachelor in Arts degree, International Relations
Whole Foods Market June 2013 - Present
Total Wine & More 2010 - 2013
Nutricia North America February 2010 - June 2010
Realty USA September 2009 - February 2010
Morgan Stanley January 2009 - September 2009
UC Davis January 2009 - April 2009
Morgan Stanley September 2008 - December 2008
Seminis July 2007 - September 2007
Skills
Forecasting, Accounting, Data Analysis, Team Leadership, Sales, Financial Analysis, Financial Statements, PowerPoint, Microsoft Excel, Financial Reporting, Outlook, Access, Financial Modeling, Microsoft Word, Microsoft Office, QuickBooks, Customer Service, Finance, Budgets, Auditing, Time Management, Lawson General Ledger, SIP, Apex, MAS 200 Accounting, Adobe, Foxcheck, Foxshift, Turbo Tax
Education
University of California, Davis 2005 — 2009
Bachelor of Science (B.S.), Managerial Economics/ Finance
UC Davis
SolarCity November 2014 - Present
SolarCity November 2012 - November 2014
Morgan Stanley September 2011 - December 2011
Skills
Financial Modeling, Data Analysis, Renewable Energy, Economics, Microsoft Excel, Microsoft SQL Server, Financial Analysis, VBA, Financial Reporting, Consolidation, Accounting, Finance, Energy
Education
UC Davis
Bachelor of Arts (B.A.), Economics
George Washington High School
Morgan Stanley February 2013 - Present
RE/MAX Gold 2011 - 2013
The Open Table 2011 - November 2012
Warmington Residential CA 2004 - 2011
Chase Home Finance 2001 - 2003
Taylor Woodrow Homes 2000 - 2001
California Pacific Homes 1994 - 1998
Skills
Marketing Strategy, Affordable Housing, Competitive Analysis, Merchandising, Pricing Strategy, Sales Management, Direct Sales, Escrow, Mortgage Lending, Mortgage Lending..., Negotiation, Leadership, Contract Negotiation, Real Estate Development, Residential Homes, Selling, Sellers, Budgets, Short Sales, Investment Properties, Sales, REO, Real Estate, Investors, Condos, Land Development, New Home Sales, Single Family Homes
Education
University of California, Irvine 1981 — 1985
Bachelor of Arts (B.A.), B.A, Linguistics; B.A. Comparative Literature
The TCW Group July 2015 - Present
Nuveen Investments October 2013 - June 2015
PIMCO May 2012 - September 2013
Morgan Stanley July 2011 - August 2011
LogixData July 2011 - August 2011
Engineering Academic Computing Services February 2009 - June 2011
Antaeus Capital July 2009 - September 2009
Skills
Visual Basic, Microsoft Excel, Microsoft Office, Pivot Tables, PowerPoint, Data Analysis, Statistics, Microsoft Word, Analysis, VBA
Education
University of California, Davis 2007 — 2011
Bachelor of Arts, Economics
Aquitaine Wine USA August 2015 - Present
Morgan Stanley January 2014 - Present
Aquitaine Wine USA, LLC October 2012 - Present
Finance and Investment Club March 2014 - March 2015
Morgan Stanley September 2013 - December 2013
Monsieur Touton Selection, Ltd. July 2013 - September 2013
Morgan Stanley April 2013 - June 2013
Châteaux Lafite Rothschild and Duhart-Milon June 2012 - August 2012
Aquitaine Wine Company August 2011 - August 2011
Ryst-Dupeyron September 2010 - July 2011
Skills
Time Management, Wine & Spirits Industry, Social Skills, Team-oriented, Teamwork, Finance, Networking, Wine, Wine Tasting, Marketing, Event Planning, Brand Management, Trading, Sales, Management, Microsoft Excel, Microsoft Office
Education
University of California, Davis 2011 — 2015
Bachelor of Science (B.S.), Viticulture and Enology
Ampleforth College 2005 — 2010
VIZIO July 2014 - Present
VIZIO February 2014 - July 2014
VIZIO November 2012 - February 2014
Wells Fargo Advisors, LLC February 2009 - November 2012
Morgan Stanley August 2008 - February 2009
Education
University of California, Irvine - The Paul Merage School of Business 2011 — 2014
MBA, Business
University of California, Irvine 2004 — 2008
Business Economics
Littler Mendelson October 2009 - Present
U.S. Department of Labor, Office of Administrative Law Judges January 2007 - April 2008
Workers' Rights Clinic at Legal Aid Society, Employment Law Center August 2007 - December 2007
U.S. Equal Employment Opportunity Commission May 2007 - August 2007
Discovery Networks June 2005 - September 2005
Morgan Stanley October 2003 - March 2004
Skills
Employment Law, Trials, Litigation, Discrimination, Courts
Education
University of California, Hastings College of the Law 2006 — 2009
J.D., Labor & Employment Law
University of California, Los Angeles 2002 — 2006
B.A., History & Iranian Studies
Alexandria Real Estate Equities, Inc. April 2014 - Present
Cushman & Wakefield January 2013 - March 2014
Cassidy Turley October 2010 - January 2013
Morgan Stanley September 2009 - December 2009
Skills
Marketing, Data Analysis, Customer Service, Leadership, Analysis, Business Development, Sales, Research, New Business Development, Portfolio Management, Real Estate, Market Research, Statistics, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Social Media
Education
University of California, Davis 2006 — 2010
Bachelor's Degree, Managerial Economics
Lachini Vineyards & Winery February 1998 - Present
Smith Barney 2005 - December 2008
Morgan Stanley 2001 - 2005
Talisma Corp 1999 - 2001
Astra Merck, Inc. 1997 - 1999
Skills
Series 7, Wealth Management, Retirement Planning, Asset Allocation, Investments, Portfolio Management, Strategic Financial..., Wine, Wineries, Wine Tasting, Winemaking, Entrepreneurship, Business Development, Vineyard, Sales, Brand Development, Restaurants, Strategic Planning, Alcoholic Beverages, Finance, Small Business, Food & Beverage, Pricing, Food Pairing, Fine Dining, Brand Management, Market Planning, Beer, Champagne, Beverage Industry, Distributors, P&L, Food, Taste, P&L Management, National Accounts, Key Account Development, Gourmet, Culinary Skills, Catering, Hospitality
Education
University of Washington, Michael G. Foster School of Business 1999 — 2000
University of California, Davis 1984 — 1988
B.S.
Sutter Health July 2015 - Present
Providence Health & Services April 2015 - June 2015
Sutter Health June 2014 - September 2014
Swedish Medical Center March 2014 - June 2014
Dignity Health August 2010 - August 2013
UC Davis Medical Center March 2010 - December 2010
UC Davis Medical Center September 2008 - August 2010
Morgan Stanley April 2009 - December 2009
UC Davis April 2008 - September 2009
Skills
Regulatory Affairs, Clinical Trial..., Clinical Data Management, Medical Terminology, Budget Analysis, Contract Management, Program Development, Community Outreach, Patient Recruitment, Budgeting, Data Analysis, Healthcare Management, Database Administration, Oncology, Radiation Oncology, CTMS, Healthcare Information..., EMR, HIPAA, Healthcare, Hematology, Clinical Trials, Hospitals, Cancer, Clinical Research
Education
University of Washington, Seattle 2013 — 2015
Master’s Degree, Master of Healthcare Administration (MHA)
University of California, Davis 2005 — 2009
BA, Psychology, Minor: Human Development
OtterBox; LifeProof; Blue Ocean Enterprises October 2012 - Present
OtterBox October 2012 - Present
LifeProof May 2013 - Present
Turner Boyd LLP June 2009 - October 2012
Day Casebeer Madrid & Batchelder 2006 - 2009
Hegg Family Foundation 2000 - 2009
The Honorable Lawrence K. Karlton August 2005 - December 2005
United States Attorney's Office June 2004 - December 2004
Morgan Stanley 1998 - 2000
Skills
Intellectual Property, Patent Litigation, Litigation, Patents, Trade Secrets, Copyright Law, Trademarks, Licensing, Trademark Infringement, Unfair Competition, Privacy Law, Legal Advice, Courts, Litigation Management, Due Diligence
Education
University of California, Davis - School of Law
Target September 2010 - Present
Big 5 Sporting Goods August 2007 - August 2010
Morgan Stanley June 2008 - September 2008
Education
University of California, Davis 2005 — 2010
Bachelor of Arts, Economics, Organizational Studies
Deloitte June 2014 - August 2014
State Street April 2014 - June 2014
Woodland Joint Unified School District September 2011 - February 2014
Delta Sigma Pi May 2013 - January 2014
Samsung October 2013 - November 2013
Morgan Stanley June 2013 - September 2013
Blue Moon Cafe & Karaoke June 2012 - September 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, C++, English, C, Team Leadership, Data Analysis, Event Planning, Social Networking, Time Management
Education
University of California, Davis 2010 — 2015
Bachelor of Science (BS), Managerial Economics, 3.88/4.00
UC Davis 2010 — 2014
Bachelor of Science (BS), Mathematics, 3.00/4.00
State Street August 2015 - Present
State Street June 2014 - August 2015
State Street April 2013 - June 2014
Franklin Templeton Investments August 2012 - March 2013
Morgan Stanley July 2011 - August 2011
Skills
Bloomberg Terminal
Education
University of California, Davis 2009 — 2012
Bachelor of Science (B.Sc.), Managerial Economics
Karachi Grammar School
High School Diploma
CFA Institute
Passed Level I of the CFA Program
Facebook (PRO Unlimited) November 2014 - Present
Lyft April 2014 - October 2014
UC Davis May 2013 - June 2014
Self Employed March 2010 - July 2013
Morgan Stanley April 2013 - June 2013
VITA November 2012 - April 2013
Happy Fish Swim School August 2010 - August 2012
City of Milpitas October 2008 - September 2011
Milpitas High School Yearbook August 2009 - June 2011
Skills
Microsoft Excel, PowerPoint, Time Management, Teamwork, Data Analysis, Customer Service, Leadership, Facebook, Social Media, Research, Event Planning, Accounting, Photoshop, Microsoft Office
Education
UC Davis 2011 — 2014
Bachelor of Science (B.S.), Managerial Economics and Communication, 3.51
Milpitas High School 2007 — 2011
Provident Funding Associates L.P. May 2013 - Present
Provident Funding Associates L.P. November 2012 - Present
Morgan Stanley June 2011 - August 2011
Skills
Credit Risk, Credit Analysis, Loans, Financial Analysis, Credit
Education
University of California, Davis 2008 — 2012
Bachelor of Arts (BA), Economics
University of California, Davis 2008 — 2012
Bachelor’s Degree, Japanese Language and Literature
Ross Stores, Inc. June 2015 - Present
Gap Inc. July 2014 - June 2015
Gap Inc. September 2013 - June 2015
UCD Textstyles Blog (TXC 198) September 2012 - June 2014
Morgan Stanley January 2014 - March 2014
Nordstrom September 2008 - September 2013
Peek... Aren't You Curious June 2013 - August 2013
Forever 21 April 2012 - June 2012
Roundhill Country Club August 2007 - August 2011
Skills
Fashion, Customer Service, Marketing, Blogger, Teamwork, Microsoft Word, PowerPoint, Public Speaking, Microsoft Excel, Visual Merchandising, R, Research, Social Media, AutoCAD, NVU, Financial Accounting, Management Accounting, Gretl, Retail, Sales, Recruiting, Event Planning, Data Analysis, Inventory Management, Production Planning
Education
UC Davis 2011 — 2015
Bachelor of Science (BS), Managerial Economics (major), Textiles and Clothing Marketing (minor), Social Organization (minor), Junior
Monte Vista High School 2007 — 2011
Edward Jones January 2015 - Present
Morgan Stanley November 2014 - January 2015
Safeway June 2014 - September 2014
Solano Mortgage August 2010 - October 2012
Sport Chalet September 2009 - June 2010
Skills
Business Communications, Business Planning, Business Analysis, Credit, Marketing, Finance, Leadership, Loans, Sales, Analysis
Education
UC Davis 2010 — 2014
B.S., Managerial Economics, 3.56
Uber August 2015 - Present
UC Davis Department of Design June 2015 - Present
Michael Patrick Partners July 2015 - September 2015
Leigh's Design Studio February 2015 - June 2015
Fitness Systems October 2014 - December 2014
Park Terrace Swim & Tennis Club April 2014 - October 2014
RMC Financial Advisors, LLC April 2013 - January 2014
Morgan Stanley July 2013 - August 2013
Skills
Customer Service, Cpr Certified, Computer Proficiency, Microsoft Office, Microsoft Word, Microsoft Excel
Education
University of California, Davis 2012 — 2017
Design, Managerial Economics
University of Cape Town 2015 — 2015
Valley Healthcare Staffing January 2015 - Present
Valley Healthcare Systems November 2013 - December 2014
Karen Peak CPA December 2012 - October 2013
Morgan Stanley 2012 - 2012
Morgan Stanley 2012 - 2012
Skills
QuickBooks, Accounting, Data Analysis, Financial Reporting, Corporate Finance
Education
University of California, Davis
Bachelor's degree, Economics
HackerRank February 2015 - Present
Xerox July 2013 - February 2015
Morgan Stanley April 2013 - June 2013
Indian Student Association ` September 2012 - June 2013
Best Buy July 2009 - March 2012
Circuit City November 2007 - January 2009
Skills
Customer Service, Social Media Marketing, Facebook, Marketing, Retail, Leadership, Time Management, Sales, Social Media, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Teamwork, Advertising, Event Planning, Marketing Communications, Public Speaking, HTML, Research, Social Networking, Project Planning, Product Management, Team Leadership, Market Research, Customer Satisfaction, Account Management, Marketing Strategy, Management, Training, Team Building
Education
University of California, Davis 2011 — 2013
Bachelor of Arts (B.A.), Managerial Economics
UC Davis April 2015 - Present
Morgan Stanley October 2014 - December 2014
DuPont July 2014 - July 2014
鹿港小鎮 (Bellagio Cafe) July 2013 - July 2013
Awesome Kid's Club July 2012 - July 2012
GAC Group July 2011 - July 2011
Skills
Microsoft Office, International Relations, Multi Tasking, Communication, Time Management, Teamwork, PowerPoint, Research, Chinese, English, Customer Service, Microsoft Word, Microsoft Excel
Education
University of California, Davis 2012 — 2015
Bachelor's Degree, Economics, International Relations, French (minor)
Shanghai Community International School 2008 — 2012
IB Diploma
UC Davis Medical Center June 2015 - Present
UC Davis April 2014 - Present
UC Davis April 2014 - March 2015
Morgan Stanley October 2014 - December 2014
Chegg Inc. July 2014 - September 2014
ZINCH July 2013 - September 2013
Skills
Microsoft Office, Customer Service, Research, Outlook, Teaching, Public Speaking, Budgets, Strategic Planning, Negotiation, Editing
Education
University of California, Davis 2013 — 2017
Bachelor's degree, Business/Managerial Economics
High School Affiliated to Renmin University of China 2010 — 2013
High School, Cambridge A-level
Northrop Grumman Corporation May 2015 - Present
Wescom Credit Union February 2012 - May 2015
iBank January 2012 - October 2012
Su Lin CPA October 2011 - April 2012
Enviroguard June 2008 - December 2011
RE/MAX Gold November 2010 - March 2011
Morgan Stanley September 2010 - December 2010
Skills
Finance, Banking, Microsoft Excel, Data Analysis, Microsoft Office, Accounting, Account Management, Leadership, PowerPoint, Investments, Customer Service, Budgets, Portfolio Management, Credit Risk, Teamwork, Financial Accounting, QuickBooks, Social Networking, Marketing, Team Leadership, Microsoft Word, Financial Analysis, Real Estate, Economics, Tax Returns, SAS programming, Investment Banking, Sales, Wealth Management, Asset Management, Risk Management, Financial Reporting, Financial Modeling, Analysis, Event Planning, Public Speaking, Time Management, Financial Services, Financial Planning
Education
University of California, Irvine 2013 — 2014
Personal Financial Planning, Financial Planning and Services, 4.0
University of California, Davis 2007 — 2011
Bachelors, Economics and Communication
The Walt Disney Company August 2015 - Present
IBC Engineering & Construction September 2014 - Present
Morgan Stanley January 2015 - April 2015
U.S. Department of Justice June 2014 - September 2014
ASUCD October 2013 - June 2014
Yolo County District Attorney's Office June 2013 - September 2013
Bhagat Puran Singh Health Initiative 501(c)(3) September 2012 - June 2013
Yolo County District Attorney's Office June 2012 - September 2012
Sears, Roebuck and Co. March 2011 - June 2011
The Tutoring Company March 2010 - June 2010
Skills
Computers, Receptionist Duties, Telephone Skills, Management, Organized Multi-tasker, Social Responsibility, Payroll, Filing, Microsoft Excel, Financial Analysis, Legal Writing, Grant Writing, Office Administration, Budget Management, Public Speaking, Legal Discovery, Strategic Leadership, Cashiering, Customer Service, Microsoft Office, Time Management, PowerPoint, Spreadsheets, Project Management, Community Outreach, Business Strategy, Social Networking, Public Relations, Leadership Development, Data Analysis, Mac & PC platforms, Sales, Marketing, Marketing Strategy, Microsoft Word
Education
UC Davis 2011 — 2015
Bachelor of Arts (B.A.), Sociology, Emphasis in Law
University of California, Davis 2011 — 2015
Bachelor of Arts (B.A.), Economics
Amador Valley High School 2007 — 2011
High School Diploma
Morgan Stanley January 2015 - April 2015
Activities and Recreation Center June 2014 - October 2014
Activities and Recreation Center January 2013 - June 2014
Skills
Investment Strategies, Finance, Portfolio Management, Financial Analysis, Microsoft Excel, C++, Microsoft Office, Leadership, Microsoft Word, Customer Service, Investments
Education
University of California, Davis 2011 — 2015
Bachelor of Science (B.S.), Business/Managerial Economics
EY June 2015 - August 2015
Delta Sigma Pi December 2014 - June 2015
State Street October 2014 - December 2014
Kaiser Permanente June 2014 - September 2014
Volunteer Income Tax Assistance (VITA) January 2014 - April 2014
Morgan Stanley September 2012 - December 2012
San Francisco Dept. of Public Health: Community of Behavioral Health Center June 2010 - August 2010
Skills
Event Planning, Team Management, Leadership, Critical Thinking, Finance, Data Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Investments, Portfolio Management, Accounting
Education
University of California, Davis 2011 — 2015
Bachelor of Science (B.S.), Managerial Economics
Abraham Lincoln High School 2007 — 2011
High School Diploma
Luxe June 2015 - Present
ASUCD Unitrans September 2014 - Present
ASUCD Unitrans 2012 - Present
Lucas Public Affairs January 2015 - April 2015
KCRA 3- TV April 2014 - June 2014
Morgan Stanley April 2014 - June 2014
Office of Assemblymember Adam Gray January 2014 - April 2014
California Rural Legal Assistance Foundation July 2013 - October 2013
Gradweek May 2012 - June 2012
Youth Radio January 2010 - September 2010
Education
University of California, Davis 2010 — 2015
Political Science Major/ Managerial Economics & Communications Double Minor
Jobspring Partners August 2015 - Present
Sigma Phi Epsilon September 2014 - August 2015
Morgan Stanley March 2015 - June 2015
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Leadership, Microsoft Word, Training, Photoshop, Critical Thinking, Strategy, Finance, Investments
Education
University of California, Davis 2013 — 2015
Bachelor of Science (B.S.), Managerial Economics, Business/Managerial Economics
Morgan Stanley October 2014 - December 2014
UC Davis January 2014 - December 2014
UC Davis January 2014 - December 2014
Skills
Financial Analysis, R, Unix, Matlab, SQL, Statistics, Statistical Modeling, Regression Testing, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Administrative...
Education
University of California, Davis 2012 — 2016
Statistics and Economics
Elie Tahari January 2014 - Present
Elie Tahari February 2013 - January 2014
Elie Tahari June 2012 - February 2013
Celebrating Grace - Women's Fashion that Fits January 2012 - June 2012
Celebrating Grace - Women's Fashion that Fits June 2011 - January 2012
Morgan Stanley March 2011 - June 2011
French Connection June 2010 - September 2010
The U.S. Federal Reserve Bank January 2010 - March 2010
J.Crew June 2008 - January 2010
Skills
Conversational French, Microsoft Office, STATA proficient, E-commerce, Editing, Facebook, Visual Merchandising, Fashion, Social Media, PowerPoint, Event Planning, Outlook, Social Media Marketing, Social Networking, Retail, Marketing, Networking, Microsoft Excel
Education
University of California, Davis 2007 — 2011
Bachelor of Arts, International Trade and Development
Piedmont High School 2003 — 2007
Fidelity Investments May 2015 - Present
Morgan Stanley October 2014 - May 2015
Minority Business Development Agency - U.S. Department of Commerce July 2014 - September 2014
International Trade Administration January 2014 - March 2014
UC Davis Economics March 2013 - August 2013
Skills
Public Speaking, Politics, Proposal Writing, News Writing, Legal Writing, Public Finance, International Trade, Business Writing, Financial Economics, Econometrics, Research, Economics, International Relations, Political Science, Start-ups, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word
Education
University of California, Davis 2011 — 2015
Bachelor of Arts, Economics and Political Science
Fred C. Beyer High School 2007 — 2011
Morgan Stanley April 2015 - Present
EY June 2014 - August 2014
Johnson & Johnson October 2013 - April 2014
Accounting Association at UC Irvine April 2013 - March 2014
Delta Sigma Pi - Pi Sigma Chapter June 2013 - December 2013
Broadcom January 2013 - September 2013
UC Irvine October 2011 - February 2013
Delta Sigma Pi - Pi Sigma Chapter June 2012 - December 2012
Sunrise Play Online Retailer October 2010 - June 2011
Borders January 2010 - May 2010
Skills
Event Planning, Customer Service, Teamwork, Microsoft Word, Mandarin, Corporate Finance, Accounting, SOX Compliancy, Microsoft Excel, Variance Analysis, Budgets, Financial Statements, Portfolio Management, Real Estate, PowerPoint, Google Apps, Human Resources, Recruiting, Time Management, Data Analysis, Social Media, Cross-cultural
Education
University of California, Irvine 2011 — 2015
Bachelor of Arts, Business Administration
Science Po Bordeaux, France 2014 — 2014
Political Science and Government
Arcadia High School
3Q Digital, a Harte Hanks Company September 2015 - Present
3Q Digital February 2015 - August 2015
QuinStreet June 2014 - February 2015
Sacramento County June 2013 - June 2014
Morgan Stanley January 2014 - March 2014
California Governor's Office of Business and Economic Development February 2013 - June 2013
College Works Painting March 2011 - June 2011
Skills
Marketing, Marketing Strategy, Microsoft Office, Microsoft Excel, PowerPoint, Facebook, Public Relations, Community Outreach, Customer Service, Data Analysis, Social Media, Management, Social Networking, Public Speaking, Microsoft Word, Project Management, Cold Calling, Data Entry, Organization &..., SEM, SEO, Time Management, Google Analytics, Bugzilla, Managing Events, Fundraising, Leadership, Google Adwords, Grant Writing, Access
Education
University of California, Davis 2010 — 2014
Bachelor's Degree, Environmental Science and Management
University of California, Davis 2010 — 2014
Bachelor's Degree, Managerial Economics, Minor
Morgan Stanley 2014 - 2014
Skills
Financial Analysis, Finance
Education
University of California, Davis
Bachelor's degree, Business/Managerial Economics
CB Capital Partners November 2014 - Present
Harvey & Company, LLC April 2014 - October 2014
Morgan Stanley September 2013 - December 2013
Avantpage Translations February 2013 - May 2013
DeliRadio September 2011 - February 2012
Astonish Magazine September 2011 - February 2012
OH Architecture February 2011 - May 2011
Skills
Investments, Equity Research, Investment Advisory, Investment Strategies, Text Editing, Translation, Blogging, SEO
Education
University of California, Davis 2009 — 2013
Bachelor of Applied Science (B.A.Sc.), Managerial Economics and English
El Instituto Internacional Madrid 2011 — 2011
Meredith Commerce July 2014 - Present
ymarketing October 2013 - July 2014
ZipRecruiter July 2013 - October 2013
PriceGrabber.com May 2011 - July 2013
AntonSkis August 2009 - May 2011
Morgan Stanley Smith Barney August 2009 - August 2009
Morgan Stanley June 2008 - August 2008
Skills
SEM, Google Adwords, BingAds, PPC, Excel, Online Marketing, E-mail Marketing, Social Media, Data Analysis, Report Building, Omniture, Affiliate Marketing, Email Marketing, A/B testing, Mobile Advertising, Marketing Strategy, Direct Marketing, Market Research, Proactive self-starter, Google Analytics, Web Analytics, Digital Strategy, Google Webmaster Tools, Mobile Marketing, Lead Generation, MSN AdCenter, Microsoft Excel, Cupcakes, Online Advertising, Conversion Optimization, Marketing, Search Advertising, Landing Page..., DoubleClick
Education
University of California, Davis 2005 — 2009
Bachelor of Arts, Economics
Robert McQueen High School
Amazon June 2015 - Present
Morgan Stanley January 2014 - June 2015
Amazon.com September 2013 - April 2015
Davis Culture Co-operative January 2012 - October 2013
Skills
Public Speaking, Community Outreach, Leadership, Microsoft Office, Nonprofits, Event Planning, Social Media, PowerPoint, Microsoft Excel, Marketing, Diplomacy, Microsoft Word, Program Management, Fundraising, Teaching, HTML, Social Networking, Excels, R-code, Technical Analysis, Investment Strategies, Options Strategies, Fundamental Analysis, Portfolio Management, Customer Service, Research
Education
UC Davis 2011 — 2015
Bachelor’s Degree, Economics & Political science
California High School 2007 — 2011
Trove News 2015 - Present
SkilledUp 2014 - 2015
Pathbrite, Inc. 2014 - 2014
YouGov 2013 - 2014
Morgan Stanley June 2011 - September 2011
Skills
JavaScript, Node.js, Backbone.js, MongoDB, R, python, Data Analysis, Machine Learning, Neural Networks, Matlab, Python, Statistics
Education
UC Davis 2008 — 2013
Bachelor of Science (BS), Statistics and Managerial Economics Double Major
Lick-Wilmerding High School 2004 — 2008
Stifel Financial Corp. March 2015 - July 2015
UC Davis 2011 - June 2014
Morgan Stanley April 2013 - June 2013
DC Mayors Office (OAPIA) September 2012 - December 2012
Alpha Chi Omega Sorority January 2012 - December 2012
Leo Club of Berkeley Annapurna July 2011 - July 2012
Education
University of California, Davis 2010 — 2014
Double Major B.A. Economics, B.A. International Relations, Economics, Graduated December 2014
Berkeley High School 2006 — 2010
IB Diploma
ThinkSmart LLC February 2015 - Present
ClearPath Capital Partners August 2014 - October 2014
UC Davis Center for Watershed Sciences January 2014 - September 2014
Morgan Stanley January 2014 - March 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, JIRA, Research, Microsoft Word, Data Analysis, Financial Analysis, Photoshop, Illustrator, InDesign, Spanish, Outlook, Customer Service, Analysis, Camtasia, Stata, Confluence
Education
University of California, Davis 2010 — 2014
Bachelor of Arts (BA), Economics
The Branson School 2006 — 2010
Pacific Life August 2014 - Present
Franklin Templeton Investments August 2013 - August 2014
MetLife May 2010 - July 2013
Signature Resources December 2008 - February 2010
Morgan Stanley July 2006 - November 2008
Skills
Fixed Annuities, Mutual Funds, Retirement Planning, Retirement, FINRA, Series 6, Series 63, Series 7, Life Insurance, Insurance, Investments, Wealth Management, 401k, Asset Allocation, Securities, Variable Annuities, Disability Insurance, Strategic Financial..., Financial Services, Relationship Management, Long-term Care, Product Management, Financial Analysis
Education
University of California, Irvine 2008 — 2010
Bachelor of Science (BS), Political Science and Government, 3.83
University of California, Irvine 2006 — 2008
Bachelor of Applied Science (B.A.Sc.), Political Science and Government
ClientFirst Financial February 2009 - Present
ClientFirst Financial February 2008 - Present
Morgan Stanley January 1997 - February 2008
Merrill Lynch September 1994 - January 1997
International Technology January 1990 - September 1994
Univ. of Calif. @ Santa Cruz January 1986 - January 1989
Skills
Lead Generation, Financial Advisory, Email Marketing, Online Marketing, Direct Marketing, Retirement Solutions, Financial Planning, Retirement Planning, Investments, Retirement, Finance, Mutual Funds, Financial Services, Management
Education
University of California, Santa Cruz 1986 — 1989
MS, Earth Sciences
University of California, Davis
Bs, Agricultural Science
Uber July 2015 - Present
MuleSoft Inc November 2014 - July 2015
UC Davis Conference Center April 2012 - September 2014
Office of Assemblywoman Diane Harkey January 2014 - May 2014
Morgan Stanley January 2013 - March 2013
Alpha Chi Omega Fraternity, Inc. December 2011 - December 2012
Skills
Human Resources, Scheduling, Recruiting, Time Management, Interviews, Microsoft Office, PowerPoint, Microsoft Word, Social Networking, Facebook, Microsoft Excel, Social Media, Customer Service, Public Relations, Community Development, Community Outreach, Leadership, Data Analysis, Data Entry, Editing, Nonprofits
Education
University of California, Davis 2010 — 2014
Bachelor of Science (B.S.), Community and Regional Development
Facebook May 2015 - Present
Evolve Discovery February 2015 - May 2015
ON24 October 2014 - January 2015
Morgan Stanley January 2014 - March 2014
UC Davis Athletics September 2013 - March 2014
VITA (Volunteer Income Tax Assistance January 2013 - April 2013
Skills
Finance, Investments, Market Research, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Facebook, Accounting, Twitter, Marketing, Data Analysis, Social Networking, Training, Salesforce.com, Microsoft Dynamics GP, Public Speaking, Customer Service, Teamwork, Time Management, Organizational..., Billing Process, Client Billing
Education
University of California, Davis 2010 — 2014
Bachelor of Science (B.S.), Managerial Economics, Minor in Statistics
Morgan Stanley Wealth Management April 2013 - April 2014
Morgan Stanley September 2012 - March 2013
Skills
Options Strategies, Training, Options, Finance, Investment Banking, Fundamental Analysis, Mergers & Acquisitions, Investment Strategies, Bloomberg
Education
UC Davis 2011 — 2015
Bachelor of Arts (B.A.), Economics and International Relations
Stanford EPGY High School
YCIS
World Venture Capital Associations October 2013 - June 2014
Alpha Kappa Psi - Upsilon Psi at UC Davis June 2012 - July 2013
Morgan Stanley January 2013 - March 2013
OnCampusSurveys.org December 2011 - March 2012
Skills
Microsoft Office, Accounting, Excels, Finance, Economics, PowerPoint, Budget Monitoring, Budget Proposals, Microsoft Excel, Microsoft Word, Research
Education
UC Davis 2010 — 2014
Bachelor's degree, Business/Managerial Economics, Junior
EY August 2015 - Present
EY September 2013 - August 2015
Hitachi America, Ltd. October 2009 - September 2013
Morgan Stanley January 2009 - March 2009
Skills
Credit, Credit Analysis, Credit Risk, SAP, Accounts Receivable, Account Management, Financial Analysis, Corporate Finance, Shared Services, Microsoft Excel, Dunn & Bradstreet, Microsoft Word, Analysis, Accounting, SAS, R, Procurement, Cash Receipts
Education
University of California, Davis 2005 — 2009
Bachelor's Degree, Business/Managerial Economics
383 Media, Inc. February 2012 - Present
Campuscred January 2011 - June 2011
Morgan Stanley January 2011 - March 2011
Unitrans April 2008 - May 2009
Rainbow Way Restaurant June 2008 - September 2008
Skills
Microsoft Excel, PowerPoint, HTML, Microsoft Word, Microsoft Office
Education
University of California, Davis 2007 — 2011
Managerial Economics
The Carlyle Group December 2013 - April 2015
Ernst & Young March 2012 - November 2013
Burr Pilger Mayer June 2009 - July 2011
McKesson 2008 - 2008
Morgan Stanley March 2006 - September 2007
Howard Rice October 2003 - February 2006
Bernheim & Hicks August 2000 - October 2003
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Business Valuation, Financial Reporting, Private Equity, Finance, Mergers & Acquisitions, GAAP, Financial Accounting, US GAAP, Internal Controls
Education
University of California, Davis - Graduate School of Management 2007 — 2009
MBA, Finance & Accounting
University of California, Davis 1996 — 2000
BA, History, Political Science
Hack Reactor August 2015 - Present
Hack Reactor May 2015 - August 2015
CafePress Inc. March 2014 - September 2014
CafePress Inc. February 2013 - April 2014
Foxit Corporation June 2012 - December 2012
Campus Recreation at University of California, Davis April 2011 - December 2012
Cal Aggie Alumni Association July 2010 - December 2011
CampusCred January 2011 - June 2011
Morgan Stanley April 2011 - May 2011
Skills
Marketing, Social Media Marketing, Salesforce.com, Microsoft Excel, Customer Service, PowerPoint, Social Media, Data Analysis, Microsoft Word, Event Planning, SEO, Microsoft Office, Social Networking, Lead Generation, MongoDB, JavaScript, Public Speaking, Public Relations, Backbone.js, Facebook, HTML, Leadership, Sales, Research, Event Management, Outlook, Fundraising, Languages, Google Analytics, Asana, AngularJS
Education
University of California, Davis 2008 — 2012
Bachelor of Arts (B.A.) Double Major, B.A. Economics, B.A. Communications; Minor: Psychology
Lynbrook High School 2004 — 2008
National Experimental High School, Taiwan 2003 — 2004
Merrill Lynch October 2012 - Present
Morgan Stanley October 2002 - October 2012
Martin Wolf Securities June 2000 - October 2002
Skills
Wealth Management, Alternative Investments, Commodity, Private Equity, Hedge Funds, Personal Financial..., Managed Futures, ETFs, MLP, Investment Management, Asset Allocation, Equities, Fixed Income
Education
University of San Diego 1998 — 2000
MBA, Marketing & Finance
University of California, Davis
BA, Political Science
State Street July 2011 - October 2012
UC Davis July 2008 - June 2011
Morgan Stanley October 2010 - December 2010
Davis Dollars March 2010 - June 2010
California Head Start Association October 2009 - March 2010
Skills
Excel, Microsoft Word, PowerPoint, Economics, Statistics, Microsoft Office, Outlook
Education
University of California, Davis 2007 — 2011
B.A., Economics
City Center Realty January 2010 - Present
City Center Financial and Asset Financial Center January 2010 - Present
Stanford Capital Acquisitions, Inc DBA City Center Financial, City Center Realty April 2009 - Present
Stanford Capital Finance Inc. December 2007 - December 2010
Countrywide Home Loans January 2004 - December 2007
Accredited Home Lenders May 2003 - January 2004
Citibank October 2002 - May 2003
Western Sierra Bank January 2002 - October 2002
Charles Schwab March 2000 - December 2001
Morgan Stanley September 1999 - December 2000
Skills
Mortgage Lending, Loans, Credit, Real Estate, Investments, Loan Origination, Mergers, FHA, Refinance, Portfolio Management, Banking, Series 7, Mortgage Banking, Risk Management, Residential Mortgages, Asset Managment, Equities, Finance, Mutual Funds, Financial Analysis, Short Sales, Real Estate Transactions, Negotiation, Property
Education
University of California, Davis 1993 — 1998
1998, Managerial Economics
University of California, Davis 1993 — 1998
managerial economics
McKesson March 2012 - Present
Invesco Ltd. March 2010 - November 2011
Invesco Ltd. February 2010 - February 2011
Julius Baer July 2005 - October 2008
Julius Baer January 2004 - June 2005
Morgan Stanley June 2002 - August 2002
Skills
Finance, Financial Analysis, PeopleSoft, Financial Reporting, Corporate Finance, Financial Modeling, Accounting, SAP, Fund Accounting, Bank Reconciliation, Asset Management, Variance Analysis, BlackLine, Fixed Assets, SEC Financial Reporting, Commodity, Hedge Funds, Mutual Funds, Money Market Funds, NAV, Financial Statements, Bloomberg, GAAP, Ad Hoc Reporting
Education
University of California, Davis 1999 — 2003
Bachelor of Arts, Economics
Triple C School 1995 — 1999
High School Diploma
Yodlee May 2013 - January 2015
Bank of the West December 2011 - May 2013
Wells Fargo Bank July 2007 - July 2011
Bryco Funding October 2006 - April 2007
Alliance Bancorp December 2005 - August 2006
Provident Funding Associates L.P. March 2005 - December 2005
Morgan Stanley September 2002 - June 2003
Skills
Business Development, Sales, Financial Services, Sales Management, Strategy, Banking, Sales Presentations, Solution Selling, Mobile Technology, Salesforce.com, Start-ups, Financial Analysis, Leadership, Sales Operations, B2B, Forecasting, Finance, Negotiation, Data Analysis, Market Research, Technology, B2B software, APIs, Wealth Management..., Start-up Consulting, Databases, Data Aggregation, Big Data Analytics, Small Business..., Cloud Applications, Enterprise Software, hadoop, Data Migration, Small Business Lending, Corporate Finance
Education
University of California, Davis
Bachelor's Degree, Economics and History
Los Gatos High
UBS Financial Services Inc January 2007 - Present
Morgan Stanley March 1983 - March 2007
Education
University of California, Davis 1980 — 1982
Bachelor of Arts (B.A.), Economics
Morgan Stanley November 2003 - Present
BNP Paribas July 2002 - November 2003
Morgan Stanley June 2000 - July 2002
Skills
Series 7, Capital Markets, Equities, Series 63, Hedge Funds, Bloomberg, Fixed Income, Investments
Education
University of California, Davis 1996 — 2000
BA, English
RC Securities October 2009 - Present
Bluerock Real Estate February 2009 - September 2009
Lightstone Securities February 2008 - January 2009
Cole Capital 2003 - 2008
Morgan Stanley 2000 - 2004
Education
UC Davis
Morgan Stanley January 1995 - Present
Prudential Securities January 1994 - January 1995
Education
University of California, Irvine 1985 — 1990
Economics
Essex National Securities, LLC October 2014 - Present
Cetera Advisor Networks September 2007 - October 2014
BAR Financial, LLC September 2007 - October 2014
Legacy Financial Services 2006 - 2007
Morgan Stanley June 2005 - April 2006
Education
University of California, Davis 1999 — 2001
BA, Spanish and Italian
Universita di Padova 1998 — 1998
Italian
UC Riverside 1996 — 1997
General Studies
LPL Financial April 2015 - Present
LPL Financial October 2010 - April 2015
Westin Hotels & Resorts February 2010 - October 2010
Westin Hotels & Resorts December 2008 - February 2010
First Allied Securities, Inc. January 2008 - October 2008
Dunham & Associates February 2007 - January 2008
ING Funds August 2005 - February 2007
Morgan Stanley 2005 - 2005
UBS Wealth Management January 2000 - March 2004
Skills
Series 7, Financial Services, Wealth Management, Retirement Planning, Mutual Funds, Portfolio Management, Series 63, Asset Allocation, Investment Strategies, Alternative Investments, Investment Advisory, Securities, 401k, FINRA, Retirement
Education
University of California, Irvine 1997 — 2001
BA
BNP Paribas April 2007 - Present
Morgan Stanley March 1997 - March 2007
Credit Suisse First Boston 1994 - 1997
Education
University of California, Davis 1986 — 1991
BA, Sociology -- Law & Society
Top Gun Financial Planning August 2006 - Present
UC Davis September 2003 - June 2004
Economic Analysis July 2000 - July 2002
Morgan Stanley June 1999 - February 2000
Skills
Investments, Equity Research, Financial Modeling, Economics, Technical Analysis, Trading, Financial Analysis, Hedge Funds, Asset Managment, Valuation, Alternative Investments, Portfolio Management, Asset Management
Education
University of California, Davis 2003 — 2005
M.A., Philosophy
University of California, San Diego 1995 — 2000
Bachelor of Arts (B.A.), Philosophy
Alliant Insurance Services November 2014 - Present
Kaiser Permanente August 2013 - November 2014
Kaiser Permanente April 2012 - July 2013
Kaiser Permanente May 2009 - March 2012
Kaiser Permanente June 2007 - April 2009
Accountemps April 2007 - May 2007
Morgan Stanley July 2005 - September 2005
Bank of the West October 2002 - August 2003
Skills
Microsoft Excel, Underwriting, Data Analysis, Risk Management, Analysis, PowerPoint, Customer Service, Healthcare, Process Improvement, Management, Training, Managed Care, Communication, SQL, Team Building, Lotus Notes, Outlook, Microsoft Word, Analytics, Finance, Health Insurance, Employee Benefits
Education
University of California, Davis 2003 — 2006
Bachelor of Science (BS), Economics and minor in Communications
Wellington Management 2010 - Present
Smith Barney June 2007 - June 2009
Bear Stearns May 2004 - January 2005
Morgan Stanley March 2004 - June 2004
Skills
Asset Management, Equities, Bloomberg, Client Services, Alternative Investments, Financial Analysis, Investments, Portfolio Management
Education
University of California, Davis
BA, Economics
Passport Capital April 2015 - Present
Morgan Stanley January 2000 - January 2015
Barclays Global Investors April 1998 - December 1999
Fortis Investments 1996 - 1997
Skills
Hedge Funds, Equities, Alternative Investments, Prime Brokerage, Series 7, Securities, Investments, Start-up Consulting, Project Management, Operations Management, Operational Due..., Back Office, Separately Managed..., Derivatives, Equity Derivatives, Fixed Income, Middle Office, Swaps, Trading Systems, Financial Services, Settlement, Global Custody, Collateral Management, Institutional...
Education
The University of Chicago 1996 — 1997
Masters
University of California, Davis 1991 — 1996
Bachelors, Economics, Finance
Civicorps School September 2008 - Present
Morgan Stanley September 2007 - August 2008
Education
University of California, Davis 2003 — 2007
B.S., Managerial Economics
Morgan Stanley February 1996 - Present
Education
UC Davis 1987 — 1991
Bachelor of Science, Mechanical Engineering
Capricorn Investment Group LLC March 2014 - Present
State Street Corporation August 2009 - February 2014
UC Davis Medical Hospital August 2012 - December 2012
Morgan Stanley June 2006 - September 2006
Education
University of California, Davis
Bachelor's degree
Beijing Normal University
Morgan Stanley March 1986 - Present
United States Navy Reserve 1986 - 1998
United States Marine Corps March 1976 - June 1985
Skills
Financial Analysis, Valuation, Endowments, Capital Raising, Investments, Mutual Funds, Private Equity, Asset Allocation, Equity Research, Equities, Financial Modeling, Series 7, Hedge Funds, Fixed Income, Bloomberg, Portfolio Management, Investment Advisory, Investment Banking, Corporate Finance, Financial Advisory, Alternative Investments, Asset Management, Capital Markets, Investment Strategies, Options, Equity Trading, Bloomberg Terminal, Derivatives
Education
University of California, Davis 1991 — 2016
Economics
US Naval Flight School, NAS Pensacola FL 1979 — 1981
Designated Naval Aviator, Aeronautics/Aviation/Aerospace Science and Technology, General
University of Pennsylvania - The Wharton School
Finance
other
Global Brigades, Inc. June 2012 - July 2013
Public Health Brigades (Division of Global Brigades) April 2010 - July 2013
UC Davis October 2011 - June 2013
Global Brigades, Inc. July 2012 - August 2012
Morgan Stanley September 2010 - November 2010
UC Davis Medical Center June 2010 - September 2010
BKF Engineers June 2008 - November 2008
Education
University of California, Davis 2008 — 2013
Managerial Economics (B.S.) and International Relations (Emphasis in Trade and Development), Cumulative GPA 3.46, Major GPA: 3.75
Maastricht School of Business and Economics
Fall Semester Study Abroad 2012, International Economics and Politics, GPA: 3.65
451 Research January 2014 - Present
Morgan Stanley March 2011 - December 2013
City of Morgan Hill October 2009 - January 2011
Dalton Investments January 2009 - April 2009
Yonemoto Landscaping July 1996 - September 2007
California Public Interest Research Group October 2003 - June 2004
Education
Japan-America Institute of Management Science (JAIMS) 2007 — 2009
Management Certification, Japan-American Management
University of Hawaii at Manoa 2007 — 2009
Master's, Business Administration
University of California, Davis 2000 — 2005
B.S. Managerial Economics
Genentech June 2014 - Present
Distribution Publications, Inc. July 2012 - June 2014
Distribution Publications, Inc. March 2012 - July 2012
Steve and Kate's Camp June 2011 - August 2011
Supporting Social Success August 2010 - March 2011
Morgan Stanley September 2010 - December 2010
Orinda True Value Hardware August 2009 - September 2009
Skills
Microsoft Excel, PowerPoint, Data Analysis, Research, Microsoft Office, Social Media Marketing, Social Networking, Event Planning, Social Media, Customer Service, Public Speaking, Training, Leadership, Community Outreach
Education
University of California, Davis 2007 — 2011
B.A., Economics, Sociology-Organizational Studies
UC London Bloomsbury 2011 — 2011
Quanta Computer Inc. February 2010 - March 2011
Crepe House Uni September 2008 - August 2009
Morgan Stanley December 2008 - June 2009
University of California, Peter J. Shields Library November 2006 - June 2009
Skills
Cross-functional Team..., SAP, Microsoft Office, Data Analysis, Project Management, Purchasing, Process Improvement, Visio
Education
University of California, Davis 2005 — 2011
BS, Managerial Economics
Morgan Stanley April 2013 - April 2013
PING AN INSURANCE (GROUP) COMPANY OF CHINA ,LTD June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Windows, Outlook, Photoshop
Education
UC Davis 2010 — 2013
Bachelor of Science (BS), Managerial Economics
Tesla Motors September 2015 - Present
Tesla Motors April 2014 - August 2015
Tesla Motors April 2013 - April 2014
Morgan Stanley July 2012 - August 2012
Rhoda Maxwell Elementary School September 2011 - June 2012
UC Davis Medical Center April 2010 - June 2010
Skills
Microsoft Excel, PowerPoint, Photoshop, Data Entry, Microsoft Office, Microsoft Word, Statistics, Statistical Data..., SQL, ANOVA, SAP, Customer Service, C, Research, SAS programming, R, Mac OS X, Time Series Analysis, Laboratory Skills, OS X, Inventory Management, Customer Satisfaction, Sales, Time Management
Education
University of California, Davis 2007 — 2012
Bachelor's Degree, Statistics (Concentration in Evolution Ecology), Biological Sciences (Concentration in Microbiology)
First Republic Bank February 2015 - Present
First Republic Bank August 2014 - February 2015
MUFG Americas October 2013 - August 2014
MUFG Americas October 2012 - October 2013
MUFG Americas August 2011 - October 2012
Next Horizon August 2010 - April 2011
ASUCD Unitrans June 2007 - June 2010
United States Census Bureau April 2010 - May 2010
Morgan Stanley October 2008 - June 2009
Skills
AML, Data Analysis, Risk Management, KYC, Banking, Financial Risk, Financial Analysis, BSA, OFAC, CTR, Due Diligence, Operational Risk, Valuation, Analysis, Bank Secrecy Act, Credit, Access, Fraud, Mutual Funds, Anti Money Laundering
Education
University of California, Davis 2006 — 2010
B.A., Economics, Communications
Lowell High School 2002 — 2006
High School Diploma
Merrill Lynch December 2010 - Present
Kabira Technologies June 2008 - December 2008
San Francisco District Attorney--Criminal Division December 2007 - July 2008
Morgan Stanley December 2001 - August 2005
Education
University of San Francisco 2006 — 2008
Master, Financial Analysis
San Francisco Law School 2004 — 2008
Juris Doctorate, Law
University of California, Davis 1997 — 1999
BA, History
Oracle November 2014 - Present
Oracle Corporation November 2010 - October 2014
Trump, Alioto, Trump & Prescott, LLP April 2009 - November 2010
Law Offices of Richard Wahng September 2008 - November 2010
Cisco Systems, Inc. June 2008 - September 2008
Law Office of F. Wiete ter Haar December 2006 - June 2007
Morgan Stanley June 2006 - August 2006
Skills
Legal Writing, Corporate Law, Contract Management, Legal Research, Contract Negotiation, Intellectual Property, Risk Management, Litigation, Japanese, Mandarin, English, Localization, Globalization, Software Licensing, Compliance, International Companies, Legal Compliance, Compliance Management, Open Source Licensing, Mergers & Acquisitions, Due Diligence, Management, Employment Law, Licensing, Negotiation, Strategy
Education
University of California, Hastings College of the Law 2007 — 2010
JD, Law
University of California, Davis 2003 — 2007
B.A., Economics, International Relations - International Trade
Western Union March 2013 - Present
Promontory Financial Group, LLC August 2012 - January 2013
Cal PERS June 2010 - October 2011
Morgan Stanley March 2010 - June 2010
Intel Corporation May 2007 - August 2008
Skills
Data Analysis, Data Mining, Statistical Package R, Matlab, Statistics, MySQL, Programming, Statistical Data..., Unsupervised Learning, Bash, Mac OS X, Windows, Statistical Modeling, Unix, Machine Learning, supervised learning, Objective-C, python, Octave, Reinforcement Learning, Artificial Neural..., gradient descent, R
Education
University of California, Davis 2008 — 2012
BS, Statistics
College of alameda April 2011 - Present
East West Bank May 2009 - August 2010
Walgreens November 2007 - May 2009
Morgan Stanley May 2007 - July 2007
Skills
Word, Excel, SAS, PowerPoint, Access, Outlook, PeopleSoft, Microsoft Excel, Microsoft Word
Education
Cal States University, East Bay 2011 — 2013
M.S, Statistics
University of California, Davis 2005 — 2007
B.A, Economics
Passport Capital July 2008 - Present
Morgan Stanley April 2004 - April 2008
Barclays Global Investors 1995 - 1999
Skills
Hedge Funds
Education
UC Davis 1989 — 1994
English, Political Science
U.S. Department of Education September 2014 - December 2014
UC Davis February 2014 - September 2014
Morgan Stanley July 2014 - August 2014
Unseen Heroes April 2013 - December 2013
Kumon June 2010 - August 2012
Walgreens October 2011 - December 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Research, Microsoft Word, Customer Service, Event Management, Event Planning, Data Analysis
Education
University of California, Davis
Bachelor of Arts (B.A.), Economics
Time Warner Inc. July 2008 - Present
UBS May 2001 - July 2008
Morgan Stanley July 1999 - April 2001
Skills
Vendor Management, Human Resources, Management, Leadership, Employee Benefits, PeopleSoft, HRIS, Performance Management, Process Improvement, Employee Engagement, Project Management, Change Management, Strategy, Succession Planning
Education
UC Irvine 1996 — 1999
B.A. Economics, Minor in Environmental Analysis and Design
Brilliant Earth May 2014 - Present
RR Donnelley January 2012 - May 2014
Morgan Stanley October 2010 - December 2010
Delegata March 2010 - May 2010
Office of Senator George Runner October 2009 - February 2010
Intel Corporation June 2007 - August 2007
Intel Corporation June 2006 - August 2006
Skills
Project Management, Research, Political Campaigns, Microsoft Office, Public Speaking, Program Management, Public Relations, PowerPoint, Social Media, Event Planning, Customer Service, Microsoft Excel, Microsoft Word, Strategic Planning, Legislative Relations
Education
University of California, Davis 2007 — 2011
B.A., International Relations
Oaktree Capital Management December 2013 - Present
BLX Group June 2010 - November 2013
Envestnet Asset Management November 2007 - February 2010
Envestnet Asset Management November 2007 - February 2010
Morgan Stanley March 2004 - December 2005
Skills
Risk Management, Financial Analysis, Finance, Cash Flow, Accounting, Microsoft Excel, Outlook, Microsoft Word, Access, Fixed Income Analysis, Security APL, Bloomberg Terminal, APX, Computer Network...
Education
University of California, Davis 2000 — 2007
Bachelor of Arts (B.A.), Economics
Inductive Automation February 2015 - Present
Navion Financial Advisors, LLC June 2014 - February 2015
Organic Chemistry September 2012 - November 2014
Navion Financial Advisors, LLC March 2013 - June 2014
The Centaur Group January 2012 - June 2014
Carbahal & Company September 2012 - September 2013
Yolo County Farm to Fork March 2012 - March 2013
Morgan Stanley October 2012 - December 2012
Education
University of California, Davis 2009 — 2014
Bachelors of Letters and Science
S September 2013 - Present
Baker Corp. September 2012 - September 2013
Synxcom Inc. 2009 - December 2012
City of San Juan Capistrano July 2012 - August 2012
Morgan Stanley January 2011 - June 2011
Skills
SAP Business Software, Microsoft Excel, QuickBooks, Accounting, Account Reconciliation, Accounts Payable, Auditing, General Ledger
Education
University of California, Davis 2008 — 2011
Bachelor's Degree, Managerial Economics
J.P. Morgan 2014 - Present
Bank of New York Mellon December 2010 - March 2013
Frontline Marketing April 2010 - September 2010
Morgan Stanley January 2010 - March 2010
UC Davis Campus Union Event Services September 2006 - March 2010
Morgan Stanley June 2009 - September 2009
Skills
Asset Managment, Asset Servicing, Citrix, Private Client Services, Financial Analysis, Financial Modeling, Private Clients, Asset, Mutual Funds, Asset Management, Fixed Income, Corporate Finance, Equities, Bloomberg, Investments
Education
University of California, Davis 2006 — 2010
Bachelor of Science (BS), Managerial Economics
Shasta High School 2004 — 2005
Delhi Public School - Vasant Kunj 1998 — 2004
Dimensional Fund Advisors January 2012 - Present
Portello Winecafe January 2005 - Present
Chamberlain Financial Group October 2010 - December 2011
Saybrus Partners / Phoenix May 2008 - October 2010
Merrill Lynch June 2002 - September 2003
Prudential Financial February 1999 - June 2002
Morgan Stanley June 1995 - February 1999
Skills
Asset Allocation, Asset Managment, Mutual Funds, Wealth Management, Investments, Financial Advisory, Investment Management, Investment Strategies, Investment Advisory, Equities
Education
UC Davis
Bachelor of Arts (B.A.), International Relations
The Assembly 2014 - Present
UCSF Dermatopathology Service 2014 - Present
UC Davis Silo Law & Engineering Bookstore August 2011 - June 2013
Morgan Stanley September 2012 - December 2012
Education
University of California, Davis 2009 — 2013
Bachelor of Arts (B.A.), Economics & Communication Minor
Park Terrace Swim and Tennis Club April 2015 - Present
Morgan Stanley April 2015 - June 2015
M&M Printing and Graphics June 2012 - September 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Social Media, Accounting, Finance, Data Entry, Time Management
Education
University of California, Davis 2012 — 2016
Managerial Economics, B.S., Business/Managerial Economics
California State University-Sacramento 2014 — 2015
Accounting, GPA 3.5
John F. Kennedy High School 2008 — 2012
High School Diploma
The Walt Disney Company September 2013 - Present
The Walt Disney Company February 2011 - September 2013
Morgan Stanley 2010 - 2011
Morgan Stanley 2009 - 2010
Skills
Equity Compensation, Global Equity Compliance, Deffered Compensation, Data Analysis, Database Management, Process..., Analysis, Tax Compliance, Microsoft Office, SAP, Access, Human Resources
Education
University of California, Irvine 2006 — 2010
Morgan Stanley January 2012 - December 2012
Skills
Financial Services, Securities, Alternative Investments, Trading, Bonds, FINRA
Education
University of California, Davis 2009 — 2013
Bachelor of Arts (BA), Economics/Communication/ minor in Global and International Studies (GIS)
University of California, Davis 2009 — 2013
Bachelor’s Degree, Economics/Communications