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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34,792 Morgan Stanley employees in database. Find out everything there's to know about Morgan Stanley employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Morgan Stanley Employees
Employee
Years
Job
Industry
Geoffrey Strand Geoffrey Strand's Morgan Stanley Experience March 1983 - Present
Job Senior Investment Management Consultant
Industry Financial Services
Experience
Morgan Stanley March 1983 - Present
Education
University of California, Los Angeles 1968 — 1971
BA, Economics / Geography
Morgan Stanley March 1983 - Present
Education
University of California, Los Angeles 1968 — 1971
BA, Economics / Geography
Elaine Talebbeik Elaine Talebbeik's Morgan Stanley Experience March 2008 - May 2008
Job Enterprise Account Strategy at Criteo
Industry Online Media
Experience
Criteo June 2015 - Present
Rocket Fuel Inc. January 2015 - June 2015
Rocket Fuel Inc. July 2014 - December 2014
Rocket Fuel Inc. January 2014 - June 2014
Rocket Fuel Inc. July 2013 - December 2013
KPMG US May 2012 - July 2013
Banc of California June 2010 - March 2012
City National Bank June 2008 - September 2008
Morgan Stanley March 2008 - May 2008
Deloitte & Touche June 2007 - August 2007
Skills
Program Management, Project Management, Account Management, Portfolio Management, Digital Media, Online Marketing, Display Advertising, Mobile Advertising, Social Media, Facebook, Video Advertising, Leadership, Cross-functional Team..., Sales, Business Development, Product Management, Product Marketing, Salesforce.com, Strategic Partnerships, Strategy, Analytics, Advertising Operations, Vendor Management, Rich Media, Ad Serving, Ad Networks, Start-ups
Education
University of California, Los Angeles 2005 — 2009
Bachelor of Arts, Economics with Accounting Emphasis, 3.97
Lynbrook High School 2001 — 2005
Criteo June 2015 - Present
Rocket Fuel Inc. January 2015 - June 2015
Rocket Fuel Inc. July 2014 - December 2014
Rocket Fuel Inc. January 2014 - June 2014
Rocket Fuel Inc. July 2013 - December 2013
KPMG US May 2012 - July 2013
Banc of California June 2010 - March 2012
City National Bank June 2008 - September 2008
Morgan Stanley March 2008 - May 2008
Deloitte & Touche June 2007 - August 2007
Skills
Program Management, Project Management, Account Management, Portfolio Management, Digital Media, Online Marketing, Display Advertising, Mobile Advertising, Social Media, Facebook, Video Advertising, Leadership, Cross-functional Team..., Sales, Business Development, Product Management, Product Marketing, Salesforce.com, Strategic Partnerships, Strategy, Analytics, Advertising Operations, Vendor Management, Rich Media, Ad Serving, Ad Networks, Start-ups
Education
University of California, Los Angeles 2005 — 2009
Bachelor of Arts, Economics with Accounting Emphasis, 3.97
Lynbrook High School 2001 — 2005
Nathan Huie's Morgan Stanley Experience 2003 - 2004
Job Investment Banking & Corporate Development
Industry Venture Capital & Private Equity
Experience
Atmel Corporation 2013 - Present
Bleum 2011 - 2012
AVD Digital Media 2010 - 2011
SmithStreetSolutions 2008 - 2010
UBS Investment Bank 2007 - 2008
UBS Investment Bank 2005 - 2007
UBS Investment Bank 2004 - 2004
Morgan Stanley 2003 - 2004
Skills
Series 7, Series 63, Outsourcing, Leveraged Finance, Financial Modeling, Due Diligence, Corporate Finance, Mergers, Private Equity, Venture Capital, Business Strategy, Cross-border M&A, Corporate Development, International Expansion, Expansion Strategy, China Business..., Entertainment, Media, Mergers & Acquisitions, Business Development, Financial Analysis, Investments, Emerging Markets, Valuation, Start-ups, Finance, Investment Banking, Strategy
Education
Bellarmine College Preparatory
University of California, Los Angeles
Magna Cum Laude
Atmel Corporation 2013 - Present
Bleum 2011 - 2012
AVD Digital Media 2010 - 2011
SmithStreetSolutions 2008 - 2010
UBS Investment Bank 2007 - 2008
UBS Investment Bank 2005 - 2007
UBS Investment Bank 2004 - 2004
Morgan Stanley 2003 - 2004
Skills
Series 7, Series 63, Outsourcing, Leveraged Finance, Financial Modeling, Due Diligence, Corporate Finance, Mergers, Private Equity, Venture Capital, Business Strategy, Cross-border M&A, Corporate Development, International Expansion, Expansion Strategy, China Business..., Entertainment, Media, Mergers & Acquisitions, Business Development, Financial Analysis, Investments, Emerging Markets, Valuation, Start-ups, Finance, Investment Banking, Strategy
Education
Bellarmine College Preparatory
University of California, Los Angeles
Magna Cum Laude
Sophie Epstein's Morgan Stanley Experience June 2015 - September 2015
Job Wealth Management Intern at Morgan Stanley
Industry
Experience
Rexford Industrial June 2015 - Present
Mar Vista Farmers' Market March 2014 - Present
Morgan Stanley June 2015 - September 2015
Kinsley Shop September 2014 - May 2015
Das Films August 2014 - September 2014
Marin Country Mart June 2013 - September 2013
Book Passage June 2009 - September 2013
California Film Institute June 2012 - August 2012
Marin County Health and Human Services June 2012 - August 2012
Education
University of California, Los Angeles 2013 — 2017
Bachelor of Arts (B.A.), Business Economics
Redwood High School 2009 — 2013
Rexford Industrial June 2015 - Present
Mar Vista Farmers' Market March 2014 - Present
Morgan Stanley June 2015 - September 2015
Kinsley Shop September 2014 - May 2015
Das Films August 2014 - September 2014
Marin Country Mart June 2013 - September 2013
Book Passage June 2009 - September 2013
California Film Institute June 2012 - August 2012
Marin County Health and Human Services June 2012 - August 2012
Education
University of California, Los Angeles 2013 — 2017
Bachelor of Arts (B.A.), Business Economics
Redwood High School 2009 — 2013
Andrew Esqueda's Morgan Stanley Experience March 2013 - August 2013
Job Research Analyst at Atlas Blue Property
Industry Accounting
Experience
Atlas Blue Property December 2014 - Present
Shanghai Pudong Science and Technology Investment Co., Ltd. January 2014 - November 2014
Sands Investment Group February 2013 - December 2013
Morgan Stanley March 2013 - August 2013
UCLA Career Center October 2011 - June 2013
Concord Real Estate Services October 2012 - February 2013
Department of the Interior June 2012 - August 2012
Skills
Microsoft Excel, Accounting, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Financial Reporting, QuickBooks, Teamwork, Outlook, Financial Modeling, Social Media, Customer Service, Data Analysis, Research
Education
University of California, Los Angeles 2009 — 2013
Bachelor of Arts (BA), Economics
University of California, Los Angeles 2009 — 2013
Bachelor of Arts (B.A.), Economics
Atlas Blue Property December 2014 - Present
Shanghai Pudong Science and Technology Investment Co., Ltd. January 2014 - November 2014
Sands Investment Group February 2013 - December 2013
Morgan Stanley March 2013 - August 2013
UCLA Career Center October 2011 - June 2013
Concord Real Estate Services October 2012 - February 2013
Department of the Interior June 2012 - August 2012
Skills
Microsoft Excel, Accounting, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Financial Reporting, QuickBooks, Teamwork, Outlook, Financial Modeling, Social Media, Customer Service, Data Analysis, Research
Education
University of California, Los Angeles 2009 — 2013
Bachelor of Arts (BA), Economics
University of California, Los Angeles 2009 — 2013
Bachelor of Arts (B.A.), Economics
Jenny Truong Jenny Truong's Morgan Stanley Experience August 2011 - April 2013
Job Client Associate at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan December 2013 - Present
Delta Sigma Pi - Omicron Sigma Chapter November 2012 - May 2013
Morgan Stanley August 2011 - April 2013
University of California, San Diego - Center for Research in Language October 2010 - March 2012
Skills
Public Speaking, Management, Market Research, Microsoft Excel, Social Media, Sales, Personal Financial..., Event Planning, Data Analysis, Customer Service, Social Media Marketing, Marketing Strategy, Time Management, Social Interaction, Entrepreneurship, Event Management, Photoshop, Internal Communications, Cantonese, Asset Allocation, Separately Managed...
Education
University of California, Los Angeles 2014 — 2015
Personal Financial Planning Certificate
University of California, San Diego 2009 — 2013
Bachelor of Arts (B.A.), Communication, Management Science minor
J.P. Morgan December 2013 - Present
Delta Sigma Pi - Omicron Sigma Chapter November 2012 - May 2013
Morgan Stanley August 2011 - April 2013
University of California, San Diego - Center for Research in Language October 2010 - March 2012
Skills
Public Speaking, Management, Market Research, Microsoft Excel, Social Media, Sales, Personal Financial..., Event Planning, Data Analysis, Customer Service, Social Media Marketing, Marketing Strategy, Time Management, Social Interaction, Entrepreneurship, Event Management, Photoshop, Internal Communications, Cantonese, Asset Allocation, Separately Managed...
Education
University of California, Los Angeles 2014 — 2015
Personal Financial Planning Certificate
University of California, San Diego 2009 — 2013
Bachelor of Arts (B.A.), Communication, Management Science minor
Lynda Svenson Green Lynda Svenson Green's Morgan Stanley Experience 1990 - 2012
Job Business Model Consultant at KAR Consulting, Inc.
Industry Professional Training & Coaching
Experience
KAR Consulting, Inc. May 2013 - Present
KAR Consulting, Inc. May 2013 - Present
Morgan Stanley 1990 - 2012
MTM Studios September 1986 - December 1989
Rockwell International June 1982 - February 1986
Skills
Business Development, Coaching, Wealth Management, Business Modeling, Finance, Mutual Funds, Asset Management, Strategic Financial..., Investments, Portfolio Management, Series 7, Asset Allocation, Financial Services, Series 63, Retirement Planning, Alternative Investments, Financial Advisory, Risk Management, Management
Education
UCLA
Bachelor of Science (B.S.), Mathematics
KAR Consulting, Inc. May 2013 - Present
KAR Consulting, Inc. May 2013 - Present
Morgan Stanley 1990 - 2012
MTM Studios September 1986 - December 1989
Rockwell International June 1982 - February 1986
Skills
Business Development, Coaching, Wealth Management, Business Modeling, Finance, Mutual Funds, Asset Management, Strategic Financial..., Investments, Portfolio Management, Series 7, Asset Allocation, Financial Services, Series 63, Retirement Planning, Alternative Investments, Financial Advisory, Risk Management, Management
Education
UCLA
Bachelor of Science (B.S.), Mathematics
Heather Shanley Heather Shanley's Morgan Stanley Experience June 2009 - September 2009
Job Senior Unclaimed Property Consultant at True Partners Consulting
Industry Financial Services
Experience
True Partners Consulting August 2011 - Present
Morgan Stanley June 2009 - September 2009
California Cartwheel Center June 2009 - September 2009
Skills
Financial Analysis, Auditing, Internal Controls, Accounting, Tax Research, Tax, Income Tax, Data Analysis, PowerPoint, Tax Accounting, Event Planning, Microsoft Word, Corporate Tax, Tax Advisory, General Ledger, Microsoft Excel, Microsoft Office, Statistics, Probability Theory, Mathematical Economics, Actuarial Science, Finance, Management, Public Speaking
Education
UCLA 2007 — 2011
Bachelor of Arts (B.A.), Economics, Minor: Math
True Partners Consulting August 2011 - Present
Morgan Stanley June 2009 - September 2009
California Cartwheel Center June 2009 - September 2009
Skills
Financial Analysis, Auditing, Internal Controls, Accounting, Tax Research, Tax, Income Tax, Data Analysis, PowerPoint, Tax Accounting, Event Planning, Microsoft Word, Corporate Tax, Tax Advisory, General Ledger, Microsoft Excel, Microsoft Office, Statistics, Probability Theory, Mathematical Economics, Actuarial Science, Finance, Management, Public Speaking
Education
UCLA 2007 — 2011
Bachelor of Arts (B.A.), Economics, Minor: Math
Dina Paikin Gordin Dina Paikin Gordin's Morgan Stanley Experience September 2005 - June 2007
Job Consultant
Industry Hospital & Health Care
Experience
Alliance HealthCare Services December 2013 - Present
OptumRx October 2012 - November 2013
Apria Healthcare July 2010 - October 2012
Cornerstone Research July 2008 - July 2010
Triage Consulting Group June 2007 - September 2007
Morgan Stanley September 2005 - June 2007
Skills
Data Analysis, Analytics, Strategy, Analysis, Access, Sales Operations, Finance, Financial Modeling
Education
University of California, Irvine - The Paul Merage School of Business 2013 — 2016
Master of Business Administration (MBA)
University of California, San Diego 2004 — 2008
BS, Management Science
Alliance HealthCare Services December 2013 - Present
OptumRx October 2012 - November 2013
Apria Healthcare July 2010 - October 2012
Cornerstone Research July 2008 - July 2010
Triage Consulting Group June 2007 - September 2007
Morgan Stanley September 2005 - June 2007
Skills
Data Analysis, Analytics, Strategy, Analysis, Access, Sales Operations, Finance, Financial Modeling
Education
University of California, Irvine - The Paul Merage School of Business 2013 — 2016
Master of Business Administration (MBA)
University of California, San Diego 2004 — 2008
BS, Management Science
Saba Ahmed Saba Ahmed's Morgan Stanley Experience April 2005 - May 2006
Job American Express
Industry Financial Services
Experience
American Express August 2010 - Present
Mercury Insurance 2009 - 2010
Deloitte & Touche 2006 - 2009
Morgan Stanley April 2005 - May 2006
Skills
SOX, Financial Analysis, Internal Audit, Process Improvement, Risk Management, Compliance, Auditing, Internal Controls, Audit, Change Management, Business Process..., IT Audit, Risk, Documentation, Sarbanes-Oxley Act, Business Analysis, Business Process, Finance, Management Consulting, Financial Risk
Education
University of California, Irvine 2002 — 2006
Economics/Management
American Express August 2010 - Present
Mercury Insurance 2009 - 2010
Deloitte & Touche 2006 - 2009
Morgan Stanley April 2005 - May 2006
Skills
SOX, Financial Analysis, Internal Audit, Process Improvement, Risk Management, Compliance, Auditing, Internal Controls, Audit, Change Management, Business Process..., IT Audit, Risk, Documentation, Sarbanes-Oxley Act, Business Analysis, Business Process, Finance, Management Consulting, Financial Risk
Education
University of California, Irvine 2002 — 2006
Economics/Management
Robert Treder Robert Treder's Morgan Stanley Experience May 2010 - Present
Job Executive Director Data Scientist at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2010 - Present
TIBCO Software Inc. September 2008 - May 2010
Statistical Sciences/Insightful 1989 - 2008
Skills
S/S+/R statistics, data..., I-Miner, SPSS Modeler..., Python, NLTK and R..., Statistical Modeling, Data Mining, R, Data Analysis, Predictive Analytics, Predictive Modeling, Text Mining, Python
Education
University of Washington
Doctor of Philosophy (PhD), Biostatistics
UCLA 1976 — 1978
Master of Arts (MA), Mathematics
Morgan Stanley May 2010 - Present
TIBCO Software Inc. September 2008 - May 2010
Statistical Sciences/Insightful 1989 - 2008
Skills
S/S+/R statistics, data..., I-Miner, SPSS Modeler..., Python, NLTK and R..., Statistical Modeling, Data Mining, R, Data Analysis, Predictive Analytics, Predictive Modeling, Text Mining, Python
Education
University of Washington
Doctor of Philosophy (PhD), Biostatistics
UCLA 1976 — 1978
Master of Arts (MA), Mathematics
Madison Murphy Madison Murphy's Morgan Stanley Experience February 2013 - June 2013
Job Credit Analyst at Citibank
Industry Financial Services
Experience
Citi June 2013 - Present
Morgan Stanley February 2013 - June 2013
UCLA Undergraduate Students Association Council June 2011 - June 2013
Orange County Lamoreaux Justice Center: District Attorney's Office August 2011 - September 2011
Skills
Microsoft Excel, Customer Service, Research, Strategic Planning, Event Planning, Community Organizing, Leadership, Community Outreach, Social Networking, Nonprofits, Fundraising, Data Analysis, Social Media, PowerPoint
Education
University of California, Los Angeles
Bachelor of Arts, Economics and Political Science
Citi June 2013 - Present
Morgan Stanley February 2013 - June 2013
UCLA Undergraduate Students Association Council June 2011 - June 2013
Orange County Lamoreaux Justice Center: District Attorney's Office August 2011 - September 2011
Skills
Microsoft Excel, Customer Service, Research, Strategic Planning, Event Planning, Community Organizing, Leadership, Community Outreach, Social Networking, Nonprofits, Fundraising, Data Analysis, Social Media, PowerPoint
Education
University of California, Los Angeles
Bachelor of Arts, Economics and Political Science
Kshitij Shah Kshitij Shah's Morgan Stanley Experience January 2014 - July 2014
Job Software Development Intern at Amazon
Industry Computer Software
Experience
Amazon July 2015 - Present
Computer Science Department, UCLA October 2014 - May 2015
Morgan Stanley January 2014 - July 2014
Morgan Stanley August 2011 - January 2014
Teach For India April 2010 - January 2011
Skills
Java, Unix, Apache Spark, Hadoop, Core Java, C# 4.0, Python, Git, Spring, .NET, Eclipse, Computer Science, Programming, LINQ, WCF, SQL
Education
University of California, Los Angeles 2014 — 2016
Master's Degree, Computer Science, 3.8/4.0
Vivekanand Education Soceity's Institute of Technology 2007 — 2011
Bachelor of Engineering (B.E.), Computer Engineering, 4.0/4.0 (Ranked 3rd in class)
Amazon July 2015 - Present
Computer Science Department, UCLA October 2014 - May 2015
Morgan Stanley January 2014 - July 2014
Morgan Stanley August 2011 - January 2014
Teach For India April 2010 - January 2011
Skills
Java, Unix, Apache Spark, Hadoop, Core Java, C# 4.0, Python, Git, Spring, .NET, Eclipse, Computer Science, Programming, LINQ, WCF, SQL
Education
University of California, Los Angeles 2014 — 2016
Master's Degree, Computer Science, 3.8/4.0
Vivekanand Education Soceity's Institute of Technology 2007 — 2011
Bachelor of Engineering (B.E.), Computer Engineering, 4.0/4.0 (Ranked 3rd in class)
Avinoam Baral's Morgan Stanley Experience July 2014 - September 2014
Job UCLA's Student Body President
Industry Higher Education
Experience
UCLA's Undergraduate Students Association Council 2014 - 2015
UCLA's Undergraduate Students Association Council May 2014 - November 2014
Morgan Stanley July 2014 - September 2014
Merrill Lynch June 2014 - July 2014
Skills
Leadership, Public Speaking, Community Outreach, Fundraising, Project Management, Social Media, Team Management, PowerPoint, Student Government, Microsoft Excel, Microsoft Office, Teaching, Research, Microsoft Word, Google Apps, Laboratory Skills, Interpersonal..., Customer Service, Event Planning, Nonprofits, Social Networking
Education
University of California, Los Angeles 2011 — 2015
Bachelor of Science (B.S.), Human Biology and Society
Eretz Hatzvi Institute 2010 — 2011
Jewish Studies
Northwest Yeshiva High School 2006 — 2010
UCLA's Undergraduate Students Association Council 2014 - 2015
UCLA's Undergraduate Students Association Council May 2014 - November 2014
Morgan Stanley July 2014 - September 2014
Merrill Lynch June 2014 - July 2014
Skills
Leadership, Public Speaking, Community Outreach, Fundraising, Project Management, Social Media, Team Management, PowerPoint, Student Government, Microsoft Excel, Microsoft Office, Teaching, Research, Microsoft Word, Google Apps, Laboratory Skills, Interpersonal..., Customer Service, Event Planning, Nonprofits, Social Networking
Education
University of California, Los Angeles 2011 — 2015
Bachelor of Science (B.S.), Human Biology and Society
Eretz Hatzvi Institute 2010 — 2011
Jewish Studies
Northwest Yeshiva High School 2006 — 2010
Perika Sampson Perika Sampson's Morgan Stanley Experience June 2014 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
National Diversity Council September 2013 - June 2014
Dearborn Consulting Partners May 2012 - June 2014
Diversity Best Practices February 2011 - May 2012
Perika Sampson Consulting January 2005 - February 2011
Sotheby's International Realty 2005 - 2011
Bank One 2002 - 2004
JPMorgan Chase 2002 - 2004
Charles Schwab 1997 - 2000
Skills
Strategy Consulting, Diversity & Inclusion, Multicultural Marketing, Cultural Competency, Talent, Management Consulting, Training, Executive Coaching, Strategic Leadership, Leadership, Change Management, Strategic Partnerships, Strategy, Skilled Labor, CRM, Organizational...
Education
University of California, Los Angeles
Economics
Morgan Stanley June 2014 - Present
National Diversity Council September 2013 - June 2014
Dearborn Consulting Partners May 2012 - June 2014
Diversity Best Practices February 2011 - May 2012
Perika Sampson Consulting January 2005 - February 2011
Sotheby's International Realty 2005 - 2011
Bank One 2002 - 2004
JPMorgan Chase 2002 - 2004
Charles Schwab 1997 - 2000
Skills
Strategy Consulting, Diversity & Inclusion, Multicultural Marketing, Cultural Competency, Talent, Management Consulting, Training, Executive Coaching, Strategic Leadership, Leadership, Change Management, Strategic Partnerships, Strategy, Skilled Labor, CRM, Organizational...
Education
University of California, Los Angeles
Economics
Alex Zhuk Alex Zhuk's Morgan Stanley Experience May 1995 - June 1999
Job Consultant
Industry Automotive
Experience
Countrywide Trucking February 2012 - Present
U.S. Bank August 2001 - September 2005
California Federal Bank July 1999 - August 2001
Morgan Stanley May 1995 - June 1999
Skills
Finance, Investments, Retirement Planning, Fixed Annuities, Consulting, Financial Analysis, Risk Management, Management, Financial Planning, Portfolio Management, Customer Service, Leadership
Education
University of California, Los Angeles 1999 — 2002
Certification, Personal Financial Planner
Kharkiv Architecture and Civil Engineering Acadamy 1985 — 1989
Kharkiv Technical University of Civil Engineering and Architecture, Civil Engineering, Bachelors Degree
Countrywide Trucking February 2012 - Present
U.S. Bank August 2001 - September 2005
California Federal Bank July 1999 - August 2001
Morgan Stanley May 1995 - June 1999
Skills
Finance, Investments, Retirement Planning, Fixed Annuities, Consulting, Financial Analysis, Risk Management, Management, Financial Planning, Portfolio Management, Customer Service, Leadership
Education
University of California, Los Angeles 1999 — 2002
Certification, Personal Financial Planner
Kharkiv Architecture and Civil Engineering Acadamy 1985 — 1989
Kharkiv Technical University of Civil Engineering and Architecture, Civil Engineering, Bachelors Degree
Matthew Navarro Matthew Navarro's Morgan Stanley Experience July 2013 - January 2014
Job MBA, Class of 2014 | UC Irvine The Paul Merage School of Business | Finance
Industry Investment Management
Experience
Morgan Stanley July 2013 - January 2014
5 Arch Group February 2013 - June 2013
Friedman Kaplan Seiler & Adelman LLP November 2010 - September 2012
Friedman Kaplan Seiler & Adelman LLP October 2008 - November 2010
Latham & Watkins May 2008 - September 2008
Latham & Watkins January 2007 - September 2007
Education
University of California, Irvine - The Paul Merage School of Business 2012 — 2014
Master of Business Administration (MBA), Finance
University of Michigan 2002 — 2006
B.S., English, Philosophy
Morgan Stanley July 2013 - January 2014
5 Arch Group February 2013 - June 2013
Friedman Kaplan Seiler & Adelman LLP November 2010 - September 2012
Friedman Kaplan Seiler & Adelman LLP October 2008 - November 2010
Latham & Watkins May 2008 - September 2008
Latham & Watkins January 2007 - September 2007
Education
University of California, Irvine - The Paul Merage School of Business 2012 — 2014
Master of Business Administration (MBA), Finance
University of Michigan 2002 — 2006
B.S., English, Philosophy
Andrew Protopsaltis's Morgan Stanley Experience June 2011 - September 2011
Job Digital Circuit Design Engineer at Northrop Grumman Corporation
Industry Defense & Space
Experience
Northrop Grumman Corporation July 2013 - Present
Boeing June 2012 - September 2012
IEEE - UCLA Student Section April 2011 - June 2012
Morgan Stanley June 2011 - September 2011
Skills
VHDL, Matlab, Xilinx ISE, C, C++, LaTeX, Options, Systems Engineering, Project Management
Education
University of California, Los Angeles 2009 — 2013
B.S., Electrical Engineering
Northrop Grumman Corporation July 2013 - Present
Boeing June 2012 - September 2012
IEEE - UCLA Student Section April 2011 - June 2012
Morgan Stanley June 2011 - September 2011
Skills
VHDL, Matlab, Xilinx ISE, C, C++, LaTeX, Options, Systems Engineering, Project Management
Education
University of California, Los Angeles 2009 — 2013
B.S., Electrical Engineering
Kirstin Fossey Kirstin Fossey's Morgan Stanley Experience February 2015 - August 2015
Job Analyst
Industry Financial Services
Experience
Morgan Stanley February 2015 - August 2015
Piper Jaffray October 2012 - January 2015
The Reserve July 2009 - August 2012
Skills
Public Relations, Marketing, Marketing Strategy, Strategic Planning
Education
University of California, Los Angeles 2009 — 2010
Public Relations, Advertising, and Applied Communication
University of Minnesota-Twin Cities 1999 — 2003
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
Morgan Stanley February 2015 - August 2015
Piper Jaffray October 2012 - January 2015
The Reserve July 2009 - August 2012
Skills
Public Relations, Marketing, Marketing Strategy, Strategic Planning
Education
University of California, Los Angeles 2009 — 2010
Public Relations, Advertising, and Applied Communication
University of Minnesota-Twin Cities 1999 — 2003
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
Brad Gu Brad Gu's Morgan Stanley Experience August 2014 - Present
Job Private Equity Investment Analyst at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley August 2014 - Present
CBRE Clarion Securities August 2013 - August 2014
UBS Global Asset Management April 2013 - July 2013
Quanterra Advisors October 2012 - June 2013
Shenyin & Wanguo Securities Co. Ltd. June 2010 - August 2010
Skills
Matlab, Microsoft Excel, C++, Bloomberg Terminal, VBA, Financial Modeling, Portfolio Performance..., Econometrics
Education
University of Chicago 2012 — 2013
Master of Science (M.S.), Financial Mathematics
University of California, Los Angeles 2008 — 2011
Bachelor of Science (BSc), Mathematics/Applied Science (Concentration: Actuarial Science)
Morgan Stanley August 2014 - Present
CBRE Clarion Securities August 2013 - August 2014
UBS Global Asset Management April 2013 - July 2013
Quanterra Advisors October 2012 - June 2013
Shenyin & Wanguo Securities Co. Ltd. June 2010 - August 2010
Skills
Matlab, Microsoft Excel, C++, Bloomberg Terminal, VBA, Financial Modeling, Portfolio Performance..., Econometrics
Education
University of Chicago 2012 — 2013
Master of Science (M.S.), Financial Mathematics
University of California, Los Angeles 2008 — 2011
Bachelor of Science (BSc), Mathematics/Applied Science (Concentration: Actuarial Science)
Marc Roggenkamp, CFA Marc Roggenkamp, CFA's Morgan Stanley Experience January 2014 - Present
Job Senior Vice President Investments / Institutional Consulting Director
Industry Financial Services
Experience
Morgan Stanley January 2014 - Present
UBS Financial Services, Inc. December 2005 - January 2014
Lehman Brothers September 2002 - December 2005
Deloitte & Touche September 1996 - August 2000
Education
University of Southern California - Marshall School of Business 2000 — 2002
MBA
University of California, Los Angeles 1991 — 1996
BA, Economics & Sociology
Morgan Stanley January 2014 - Present
UBS Financial Services, Inc. December 2005 - January 2014
Lehman Brothers September 2002 - December 2005
Deloitte & Touche September 1996 - August 2000
Education
University of Southern California - Marshall School of Business 2000 — 2002
MBA
University of California, Los Angeles 1991 — 1996
BA, Economics & Sociology
Jeff Ortiz Jeff Ortiz's Morgan Stanley Experience May 2007 - January 2010
Job Senior Vice President, Investments
Industry Financial Services
Experience
Raymond James September 2011 - Present
Ortiz Capital Management January 2010 - September 2011
Morgan Stanley May 2007 - January 2010
UBS Financial Services February 2001 - May 2007
BEAR STEARNS AND CO. May 1993 - February 2001
Skills
Investments, Investment Strategies, Finance, Financial Services, Wealth Management, Asset Managment, Due Diligence, Valuation, Series 7, Brokerage, Financial Advisory, Banking, Return on Investment, Trend Analysis, Performing, Financial Modeling, Financial Analysis, Credit, Retirement Planning, Corporate Finance
Education
UCLA
Raymond James September 2011 - Present
Ortiz Capital Management January 2010 - September 2011
Morgan Stanley May 2007 - January 2010
UBS Financial Services February 2001 - May 2007
BEAR STEARNS AND CO. May 1993 - February 2001
Skills
Investments, Investment Strategies, Finance, Financial Services, Wealth Management, Asset Managment, Due Diligence, Valuation, Series 7, Brokerage, Financial Advisory, Banking, Return on Investment, Trend Analysis, Performing, Financial Modeling, Financial Analysis, Credit, Retirement Planning, Corporate Finance
Education
UCLA
Margaret Kong Margaret Kong's Morgan Stanley Experience June 2001 - October 2003
Job International Business Development ManagerAsia Pacific Division at Live Content Networks
Industry Media Production
Experience
Live Content Networks August 2009 - Present
Merrill Lynch October 2003 - June 2006
Morgan Stanley June 2001 - October 2003
Skills
Finance, Investments, Financial Planning, Financial Analysis, Portfolio Management, Microsoft Office, Management, Social Media, Wealth Management, Marketing, Strategic Planning, Leadership, Financial Services, Equities, Mutual Funds
Education
UCLA
Bachelor of Arts (B.A.), Business Economics
Live Content Networks August 2009 - Present
Merrill Lynch October 2003 - June 2006
Morgan Stanley June 2001 - October 2003
Skills
Finance, Investments, Financial Planning, Financial Analysis, Portfolio Management, Microsoft Office, Management, Social Media, Wealth Management, Marketing, Strategic Planning, Leadership, Financial Services, Equities, Mutual Funds
Education
UCLA
Bachelor of Arts (B.A.), Business Economics
James Moeller's Morgan Stanley Experience December 2014 - May 2015
Job Financial Analyst Intern at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 2014 - May 2015
Applied Financial Planning June 2014 - September 2014
Applied Financial Planning June 2013 - September 2013
Dove Canyon Country Club March 2011 - August 2013
Skills
Microsoft Excel, PowerPoint, Data Analysis, Integrity, Microsoft Word, Leadership, Microsoft Office, Social Networking, Social Media, Teamwork, Research
Education
University of California, Los Angeles 2013 — 2017
Bachelor of Arts (BA), Business/Managerial Economics
Morgan Stanley December 2014 - May 2015
Applied Financial Planning June 2014 - September 2014
Applied Financial Planning June 2013 - September 2013
Dove Canyon Country Club March 2011 - August 2013
Skills
Microsoft Excel, PowerPoint, Data Analysis, Integrity, Microsoft Word, Leadership, Microsoft Office, Social Networking, Social Media, Teamwork, Research
Education
University of California, Los Angeles 2013 — 2017
Bachelor of Arts (BA), Business/Managerial Economics
Mary Le Peneyra Mary Le Peneyra's Morgan Stanley Experience 2000 - 2003
Job AVP, Commercial Relationship Associate at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank 2007 - Present
Morgan Stanley 2000 - 2003
Skills
Investments, Banking, Loans, Portfolio Management, Credit, Series 7, Credit Analysis, Commercial Banking
Education
University of California, Irvine 1994 — 1999
B.S.
Wells Fargo Bank 2007 - Present
Morgan Stanley 2000 - 2003
Skills
Investments, Banking, Loans, Portfolio Management, Credit, Series 7, Credit Analysis, Commercial Banking
Education
University of California, Irvine 1994 — 1999
B.S.
Tony Chou Tony Chou's Morgan Stanley Experience December 2008 - February 2010
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2012 - Present
San Marino Unified School District September 2010 - Present
Morgan Stanley Smith Barney February 2010 - October 2011
Morgan Stanley December 2008 - February 2010
Skills
Estate Planning, International &..., Retirement Planning, Asset Management, Finance and Lending, Insurance (Life,..., Series 7, Financial Analysis, Portfolio Management, Investments, Asset Allocation, Event Planning
Education
University of California, Irvine 2005 — 2009
B.A., Economics
San Marino High School 2001 — 2005
Merrill Lynch June 2012 - Present
San Marino Unified School District September 2010 - Present
Morgan Stanley Smith Barney February 2010 - October 2011
Morgan Stanley December 2008 - February 2010
Skills
Estate Planning, International &..., Retirement Planning, Asset Management, Finance and Lending, Insurance (Life,..., Series 7, Financial Analysis, Portfolio Management, Investments, Asset Allocation, Event Planning
Education
University of California, Irvine 2005 — 2009
B.A., Economics
San Marino High School 2001 — 2005
Eric Glass Eric Glass's Morgan Stanley Experience February 2000 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2000 - Present
Bank of America January 1994 - February 2000
Dean Witter Reynolds, Inc. March 1989 - August 1991
Skills
Capital Markets, Investment Banking, Private Equity, Equities, Investments, Corporate Development, Alternative Investments, Venture Capital, Mergers, Series 7, Valuation, Corporate Finance, Asset Managment, IPO, Due Diligence, Financial Analysis, Fixed Income, Hedge Funds, Equity Derivatives, Financial Modeling
Education
University of Chicago 1991 — 1993
MBA, Finance and Accounting
University of California, Los Angeles 1984 — 1989
BA, Economics
Morgan Stanley February 2000 - Present
Bank of America January 1994 - February 2000
Dean Witter Reynolds, Inc. March 1989 - August 1991
Skills
Capital Markets, Investment Banking, Private Equity, Equities, Investments, Corporate Development, Alternative Investments, Venture Capital, Mergers, Series 7, Valuation, Corporate Finance, Asset Managment, IPO, Due Diligence, Financial Analysis, Fixed Income, Hedge Funds, Equity Derivatives, Financial Modeling
Education
University of Chicago 1991 — 1993
MBA, Finance and Accounting
University of California, Los Angeles 1984 — 1989
BA, Economics
Karin Kawamoto's Morgan Stanley Experience June 1995 - November 2002
Job Freelance User Experience Director/Manager/Designer/Researcher
Industry Information Technology and Services
Experience
Goldman Sachs August 2014 - August 2015
KAK Consulting September 2002 - August 2014
TandemSeven May 2012 - May 2013
The W Connection August 2010 - April 2013
TandemSeven April 2007 - May 2012
OgilvyOne February 2005 - March 2007
Arc Worldwide June 2004 - February 2005
NextLeft March 2003 - December 2003
Morgan Stanley June 1995 - November 2002
MTV Networks June 1994 - August 1995
Skills
Information Architecture, User-centered Design, Usability, User Experience Design, User Research, User Experience, Business Analysis, Usability Testing, Heuristic Evaluation, Interaction Design, Wireframes, Usability Engineering, Information Design, Experience Design, User Interface Design, Heuristic Analysis, Card Sorting, Contextual Inquiry, User Interface, Wire Framing, Persona, Human Computer..., E-commerce, Task Analysis, Paper Prototyping, Interactive Marketing, User Scenarios, CMS, Mobile Applications, Mobile Design, OmniGraffle, Ethnography, Visual Design, Design Strategy, Rapid Prototyping, Front-end, Accessibility, Participatory Design, Mobile Devices, Web Project Management
Education
University of California, Irvine 1984 — 1987
B.A., Social Sciences
Leland High School 1981 — 1984
Goldman Sachs August 2014 - August 2015
KAK Consulting September 2002 - August 2014
TandemSeven May 2012 - May 2013
The W Connection August 2010 - April 2013
TandemSeven April 2007 - May 2012
OgilvyOne February 2005 - March 2007
Arc Worldwide June 2004 - February 2005
NextLeft March 2003 - December 2003
Morgan Stanley June 1995 - November 2002
MTV Networks June 1994 - August 1995
Skills
Information Architecture, User-centered Design, Usability, User Experience Design, User Research, User Experience, Business Analysis, Usability Testing, Heuristic Evaluation, Interaction Design, Wireframes, Usability Engineering, Information Design, Experience Design, User Interface Design, Heuristic Analysis, Card Sorting, Contextual Inquiry, User Interface, Wire Framing, Persona, Human Computer..., E-commerce, Task Analysis, Paper Prototyping, Interactive Marketing, User Scenarios, CMS, Mobile Applications, Mobile Design, OmniGraffle, Ethnography, Visual Design, Design Strategy, Rapid Prototyping, Front-end, Accessibility, Participatory Design, Mobile Devices, Web Project Management
Education
University of California, Irvine 1984 — 1987
B.A., Social Sciences
Leland High School 1981 — 1984
Jon L. Bowles Jon L. Bowles's Morgan Stanley Experience November 1997 - February 2003
Job Making Investments Make Sense
Industry Financial Services
Experience
NettWorth Financial Group December 2012 - Present
JLB Financial Inc. November 2009 - Present
Mid City Business Source 2012 - 2013
JLB Financial Inc. 2009 - 2012
Citi March 2003 - November 2009
Penn Mutual 2008 - 2009
Penn Mutual 2008 - 2009
Penn Mutual 2008 - 2009
Morgan Stanley November 1997 - February 2003
Important Disclosure December 1995 - December 1996
Skills
Retirement Income..., Tax free retirement..., Measured Wealth..., Retirement Planning, Wealth Management, Create more net..., Retirement, Lifetime, Income, Strategic Financial..., Series 63, Investments, Mutual Funds, Wealth, Financial Planners, Estate Planning, 401k, Investment Advisory, Financial Advisory, Series 7, Securities, Fixed Annuities, Options, Insurance, Life Insurance, Mortgage Lending, Alternative Investments, Asset Allocation, FINRA, Finance, Wealth Management..., Investment Strategies, IRAs, Series 6, Long-term Care
Education
UCLA Extension Certificate - Personal Financial program 2005 — 2007
Personal Financial Planning Designate, Certificate program
UCLA
Bachelor of Arts, History
NettWorth Financial Group December 2012 - Present
JLB Financial Inc. November 2009 - Present
Mid City Business Source 2012 - 2013
JLB Financial Inc. 2009 - 2012
Citi March 2003 - November 2009
Penn Mutual 2008 - 2009
Penn Mutual 2008 - 2009
Penn Mutual 2008 - 2009
Morgan Stanley November 1997 - February 2003
Important Disclosure December 1995 - December 1996
Skills
Retirement Income..., Tax free retirement..., Measured Wealth..., Retirement Planning, Wealth Management, Create more net..., Retirement, Lifetime, Income, Strategic Financial..., Series 63, Investments, Mutual Funds, Wealth, Financial Planners, Estate Planning, 401k, Investment Advisory, Financial Advisory, Series 7, Securities, Fixed Annuities, Options, Insurance, Life Insurance, Mortgage Lending, Alternative Investments, Asset Allocation, FINRA, Finance, Wealth Management..., Investment Strategies, IRAs, Series 6, Long-term Care
Education
UCLA Extension Certificate - Personal Financial program 2005 — 2007
Personal Financial Planning Designate, Certificate program
UCLA
Bachelor of Arts, History
Gina Cereda Gina Cereda's Morgan Stanley Experience October 1995 - February 2009
Job Managing Director Investments, Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2009 - Present
Morgan Stanley October 1995 - February 2009
Skills
Investments, 401k Rollovers, Asset Allocation, Long Term Care Insurance, Financial Advisory, Employee Stock Options, Investment Planning, Finance, Wealth Management, Insurance, Financial Planning, Asset Management
Education
UCLA
Bachelor of Arts (BA), Sociology
Wells Fargo Advisors, LLC February 2009 - Present
Morgan Stanley October 1995 - February 2009
Skills
Investments, 401k Rollovers, Asset Allocation, Long Term Care Insurance, Financial Advisory, Employee Stock Options, Investment Planning, Finance, Wealth Management, Insurance, Financial Planning, Asset Management
Education
UCLA
Bachelor of Arts (BA), Sociology
Carl J. Pestelos Carl J. Pestelos's Morgan Stanley Experience January 2007 - November 2008
Job Financial Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. November 2008 - Present
Morgan Stanley January 2007 - November 2008
Morgan Stanley June 2005 - January 2007
Skills
Asset Management, Capital Markets, Finance, Financial Analysis, Portfolio Management, Series 7, Leadership, Social Media, Bloomberg, Corporate Finance, Mutual Funds
Education
University of California, Los Angeles
Bachelor of Arts (B.A.), Economics, Political Science
UBS Financial Services Inc. November 2008 - Present
Morgan Stanley January 2007 - November 2008
Morgan Stanley June 2005 - January 2007
Skills
Asset Management, Capital Markets, Finance, Financial Analysis, Portfolio Management, Series 7, Leadership, Social Media, Bloomberg, Corporate Finance, Mutual Funds
Education
University of California, Los Angeles
Bachelor of Arts (B.A.), Economics, Political Science
Victor Hwei Victor Hwei's Morgan Stanley Experience December 2013 - Present
Job Finance and Strategy
Industry Financial Services
Experience
Morgan Stanley December 2013 - Present
UBS Investment Bank August 2010 - December 2013
Training the Street June 2010 - July 2010
Deloitte Consulting February 2004 - August 2008
Skills
Valuation, Management Consulting, Financial Modeling, Mergers, Investment Banking, Corporate Finance, Mergers & Acquisitions, Private Equity, Corporate Development
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Strategy, Finance
University of California, Los Angeles 1999 — 2003
BS, Computer Science
Morgan Stanley December 2013 - Present
UBS Investment Bank August 2010 - December 2013
Training the Street June 2010 - July 2010
Deloitte Consulting February 2004 - August 2008
Skills
Valuation, Management Consulting, Financial Modeling, Mergers, Investment Banking, Corporate Finance, Mergers & Acquisitions, Private Equity, Corporate Development
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Strategy, Finance
University of California, Los Angeles 1999 — 2003
BS, Computer Science
Andrea Halperin Andrea Halperin's Morgan Stanley Experience
Job Financial Services
Industry Financial Services
Experience
FINRA / Financial Industry Regulatory Authority February 2010 - Present
Morgan Stanley
Skills
Series 7, Market Risk, CDS, High Yield, Managing Accounts, Retirement Planning, Strategic Financial..., Financial Markets, Series 65, Derivatives, Separately Managed..., Hedge Funds, Estate Planning, 401k Rollovers, Wealth, Financial Goals, Bloomberg, Investment Management, Variable Annuities, Tactical Asset..., Series 63, Mergers, Options, Investments, Fixed Income, Alternative Investments, Series 24, Retirement, Uniform Combined State..., 401k, IRAs, Mutual Funds, Wealth Management, ETFs, Portfolio Management, Equities, Investment Strategies, FINRA, Financial Advisory, Securities, Bonds, Fixed Annuities, Investment Advisory, Trading, Municipal Bonds, Asset Allocation, Closed-end Funds, Wealth Management..., Capital Markets, Asset Managment
Education
University of California, Los Angeles
BA, Economics
FINRA / Financial Industry Regulatory Authority February 2010 - Present
Morgan Stanley
Skills
Series 7, Market Risk, CDS, High Yield, Managing Accounts, Retirement Planning, Strategic Financial..., Financial Markets, Series 65, Derivatives, Separately Managed..., Hedge Funds, Estate Planning, 401k Rollovers, Wealth, Financial Goals, Bloomberg, Investment Management, Variable Annuities, Tactical Asset..., Series 63, Mergers, Options, Investments, Fixed Income, Alternative Investments, Series 24, Retirement, Uniform Combined State..., 401k, IRAs, Mutual Funds, Wealth Management, ETFs, Portfolio Management, Equities, Investment Strategies, FINRA, Financial Advisory, Securities, Bonds, Fixed Annuities, Investment Advisory, Trading, Municipal Bonds, Asset Allocation, Closed-end Funds, Wealth Management..., Capital Markets, Asset Managment
Education
University of California, Los Angeles
BA, Economics
Eric Murata Eric Murata's Morgan Stanley Experience August 2007 - November 2009
Job Manager at United Retirement Plan Consultants
Industry Financial Services
Experience
United Retirement Plan Consultants December 2014 - Present
Kravitz, Inc. November 2009 - December 2014
Morgan Stanley August 2007 - November 2009
Japanese American Cultural & Community Center June 2007 - August 2007
Smith Barney Citigroup June 2004 - September 2006
Skills
MS Excel Pivot Tables, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Management, Analysis, Financial Analysis, Strategic Planning, Process Improvement, Outlook, Business Analysis
Education
University of California, Los Angeles 2005 — 2009
Bachelor of Arts (B.A.), Political Science
United Retirement Plan Consultants December 2014 - Present
Kravitz, Inc. November 2009 - December 2014
Morgan Stanley August 2007 - November 2009
Japanese American Cultural & Community Center June 2007 - August 2007
Smith Barney Citigroup June 2004 - September 2006
Skills
MS Excel Pivot Tables, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Management, Analysis, Financial Analysis, Strategic Planning, Process Improvement, Outlook, Business Analysis
Education
University of California, Los Angeles 2005 — 2009
Bachelor of Arts (B.A.), Political Science
Jaime Albizures's Morgan Stanley Experience January 1987 - November 1994
Job Sr. Federal Sales Director at PCMG
Industry Information Technology and Services
Experience
PCMG April 2015 - Present
PCMG April 2007 - Present
SIGMAnet June 2006 - April 2007
PCM December 1999 - June 2006
Morgan Stanley January 1987 - November 1994
Skills
Sales Management, Business Development, Government, Public Sector, Channel, Direct Sales, Account Management, Sales Process, New Business Development, Sales, Start-ups, Cold Calling, Team Leadership, Business Alliances, Sales Enablement, IT Operations, Call Center, Servers, Customer Satisfaction, Selling, Professional Services, Key Account Management, Call Centers, Managed Services, Management, Cloud Computing, Sales Presentations, Solution Selling, Salesforce.com, Sales Operations, Virtualization, B2B, Leadership, Channel Partners, Go-to-market Strategy, Data Center, SaaS, Enterprise Software, Storage Area Networks
Education
University of California, Los Angeles 1989 — 1991
CNE, IT
LACC - Cisco
CSE-
PCMG April 2015 - Present
PCMG April 2007 - Present
SIGMAnet June 2006 - April 2007
PCM December 1999 - June 2006
Morgan Stanley January 1987 - November 1994
Skills
Sales Management, Business Development, Government, Public Sector, Channel, Direct Sales, Account Management, Sales Process, New Business Development, Sales, Start-ups, Cold Calling, Team Leadership, Business Alliances, Sales Enablement, IT Operations, Call Center, Servers, Customer Satisfaction, Selling, Professional Services, Key Account Management, Call Centers, Managed Services, Management, Cloud Computing, Sales Presentations, Solution Selling, Salesforce.com, Sales Operations, Virtualization, B2B, Leadership, Channel Partners, Go-to-market Strategy, Data Center, SaaS, Enterprise Software, Storage Area Networks
Education
University of California, Los Angeles 1989 — 1991
CNE, IT
LACC - Cisco
CSE-
Angel Stewart's Morgan Stanley Experience August 1998 - March 2001
Job Director of Talent Management at the Robert Toigo Foundation
Industry Staffing and Recruiting
Experience
The Robert Toigo Foundation June 2011 - Present
University of California August 2007 - Present
New York Life August 2007 - June 2011
Goldman Sachs January 2005 - June 2006
Self-employed March 2001 - December 2004
Morgan Stanley August 1998 - March 2001
The Robert Toigo Foundation June 1993 - July 1998
Skills
Talent Management, Recruiting, Talent Acquisition, Succession Planning, Diversity & Inclusion, Mergers, Non-profits, Career Counseling, Employee Relations, Onboarding, Financial Services, Management Consulting, Performance Management, Applicant Tracking..., Leadership, Strategy, Consulting, Employee Engagement, Workshop Facilitation, Personnel Management, Career Development, Human Resources, Mergers & Acquisitions, Deferred Compensation, Marketing, Hiring, Training, Coaching, Executive Search, Workforce Planning, Program Management, College Recruiting, Resume Writing, Executive Coaching, Temporary Placement, Interviews, Sourcing, Management, Nonprofits, Organizational...
Education
UCLA
BA, Sociology, Dean's List
Sacramento High School
high school diploma
The Robert Toigo Foundation June 2011 - Present
University of California August 2007 - Present
New York Life August 2007 - June 2011
Goldman Sachs January 2005 - June 2006
Self-employed March 2001 - December 2004
Morgan Stanley August 1998 - March 2001
The Robert Toigo Foundation June 1993 - July 1998
Skills
Talent Management, Recruiting, Talent Acquisition, Succession Planning, Diversity & Inclusion, Mergers, Non-profits, Career Counseling, Employee Relations, Onboarding, Financial Services, Management Consulting, Performance Management, Applicant Tracking..., Leadership, Strategy, Consulting, Employee Engagement, Workshop Facilitation, Personnel Management, Career Development, Human Resources, Mergers & Acquisitions, Deferred Compensation, Marketing, Hiring, Training, Coaching, Executive Search, Workforce Planning, Program Management, College Recruiting, Resume Writing, Executive Coaching, Temporary Placement, Interviews, Sourcing, Management, Nonprofits, Organizational...
Education
UCLA
BA, Sociology, Dean's List
Sacramento High School
high school diploma
Andre Marcarian's Morgan Stanley Experience 2011 - 2011
Job Consultant at Deloitte Strategy & Operations Consulting
Industry Management Consulting
Experience
Deloitte Consulting LLP 2013 - Present
Gnarus Advisors LLC 2012 - 2012
Morgan Stanley 2011 - 2011
Interior Natures Design 2009 - 2010
Merrill Lynch 2009 - 2009
Skills
Matlab, Microsoft Excel, Business Development, Qualitative Research, Strategic Planning, Data Analysis, Market Research, Public Speaking, Social Media, Research, Financial Modeling, Writing, Analytics, Management Consulting, Budgets
Education
UCLA
BA, Business Economics
Capistrano Valley High School
Deloitte Consulting LLP 2013 - Present
Gnarus Advisors LLC 2012 - 2012
Morgan Stanley 2011 - 2011
Interior Natures Design 2009 - 2010
Merrill Lynch 2009 - 2009
Skills
Matlab, Microsoft Excel, Business Development, Qualitative Research, Strategic Planning, Data Analysis, Market Research, Public Speaking, Social Media, Research, Financial Modeling, Writing, Analytics, Management Consulting, Budgets
Education
UCLA
BA, Business Economics
Capistrano Valley High School
Thomas Kadar Thomas Kadar's Morgan Stanley Experience June 2005 - August 2005
Job Realtor at HÔM Sotheby's International Realty
Industry Real Estate
Experience
HÔM Sotheby's International Realty 2012 - Present
BlackSheepdeals May 2006 - September 2012
BrookStreet Securities under Pat Hobert September 2005 - May 2006
Morgan Stanley June 2005 - August 2005
iCAPITAL FINANCE, INC March 2003 - June 2005
Skills
Real Estate Broker, CA Life and Health..., Management, Business Planning, Analysis, Sales, Finance, Data Analysis, Microsoft Excel, Start-ups, Investments, Project Planning, Customer Service, Insurance, PowerPoint, Business Development, Pricing, Training, Entrepreneurship, Investment Properties, Marketing, Real Estate
Education
University of California, Irvine 2001 — 2006
Bachelor of Science, International/Global Studies
University of California, Irvine
Bachelor of Social Sciences, International Studies
san clemente high school 1998 — 2001
HÔM Sotheby's International Realty 2012 - Present
BlackSheepdeals May 2006 - September 2012
BrookStreet Securities under Pat Hobert September 2005 - May 2006
Morgan Stanley June 2005 - August 2005
iCAPITAL FINANCE, INC March 2003 - June 2005
Skills
Real Estate Broker, CA Life and Health..., Management, Business Planning, Analysis, Sales, Finance, Data Analysis, Microsoft Excel, Start-ups, Investments, Project Planning, Customer Service, Insurance, PowerPoint, Business Development, Pricing, Training, Entrepreneurship, Investment Properties, Marketing, Real Estate
Education
University of California, Irvine 2001 — 2006
Bachelor of Science, International/Global Studies
University of California, Irvine
Bachelor of Social Sciences, International Studies
san clemente high school 1998 — 2001
David Dryer David Dryer's Morgan Stanley Experience September 2007 - June 2008
Job Account Manager at PIMCO
Industry Investment Management
Experience
PIMCO October 2009 - Present
Union Banc Investment Services August 2008 - October 2009
Morgan Stanley September 2007 - June 2008
Skills
Series 7, Portfolio Management, Retirement Planning, Asset Management, Investments, Financial Analysis, Strategic Financial..., Risk Management, Alternative Investments, Fixed Income, Hedge Funds, Asset Allocation, Mutual Funds, Investment Management, Cash Management, Finance
Education
University of Southern California 2011 — 2013
Master of Business Administration (MBA)
University of California, Irvine 2003 — 2006
Bachelor's degree, Psychology and Social Behavior
PIMCO October 2009 - Present
Union Banc Investment Services August 2008 - October 2009
Morgan Stanley September 2007 - June 2008
Skills
Series 7, Portfolio Management, Retirement Planning, Asset Management, Investments, Financial Analysis, Strategic Financial..., Risk Management, Alternative Investments, Fixed Income, Hedge Funds, Asset Allocation, Mutual Funds, Investment Management, Cash Management, Finance
Education
University of Southern California 2011 — 2013
Master of Business Administration (MBA)
University of California, Irvine 2003 — 2006
Bachelor's degree, Psychology and Social Behavior
Steven Nguyen Steven Nguyen's Morgan Stanley Experience April 2010 - July 2012
Job Quantitative Analyst at Quantifi Solutions
Industry Financial Services
Experience
Quantifi Solutions June 2013 - Present
Alphabet Management July 2012 - June 2013
Morgan Stanley April 2010 - July 2012
J.P. Morgan February 2004 - July 2009
University of Kentucky July 2002 - February 2004
Skills
Derivatives, Options, Equities, Market Risk, Financial Modeling, Hedge Funds, Quantitative Analytics, FX Options, Financial Risk, Volatility, Time Series Analysis, Trading Strategies, Proprietary Trading, Quantitative Finance
Education
University of California, Los Angeles
PhD, Physics
International Center for Theoretical Physics, Italy
Diploma, Physics
Quantifi Solutions June 2013 - Present
Alphabet Management July 2012 - June 2013
Morgan Stanley April 2010 - July 2012
J.P. Morgan February 2004 - July 2009
University of Kentucky July 2002 - February 2004
Skills
Derivatives, Options, Equities, Market Risk, Financial Modeling, Hedge Funds, Quantitative Analytics, FX Options, Financial Risk, Volatility, Time Series Analysis, Trading Strategies, Proprietary Trading, Quantitative Finance
Education
University of California, Los Angeles
PhD, Physics
International Center for Theoretical Physics, Italy
Diploma, Physics
Pat Hickey Pat Hickey's Morgan Stanley Experience May 2003 - November 2008
Job Head of Market Structure at Optiver
Industry Financial Services
Experience
Optiver April 2009 - Present
Morgan Stanley May 2003 - November 2008
Goldman Sachs March 2002 - May 2003
TFM April 2001 - March 2002
Letco 1994 - 2000
O'Connor & Associates 1992 - 1993
Education
University of California, Los Angeles 1987 — 1992
University of San Diego High School
Optiver April 2009 - Present
Morgan Stanley May 2003 - November 2008
Goldman Sachs March 2002 - May 2003
TFM April 2001 - March 2002
Letco 1994 - 2000
O'Connor & Associates 1992 - 1993
Education
University of California, Los Angeles 1987 — 1992
University of San Diego High School
Junko Nagai's Morgan Stanley Experience April 2006 - April 2009
Job Financial Advisor at BancWest Investment Service
Industry Financial Services
Experience
BancWest Investment Service January 2011 - Present
Union Bank May 2009 - January 2011
Morgan Stanley April 2006 - April 2009
Morgan Stanley- Global Wealth Management Group April 2006 - April 2009
Morgan Stanley Smith Barney 2007 - 2009
Catalyst Pharmaceutical Research September 2001 - March 2006
NHK April 1999 - March 2001
Education
University of California, Los Angeles 2003 — 2005
BA
BancWest Investment Service January 2011 - Present
Union Bank May 2009 - January 2011
Morgan Stanley April 2006 - April 2009
Morgan Stanley- Global Wealth Management Group April 2006 - April 2009
Morgan Stanley Smith Barney 2007 - 2009
Catalyst Pharmaceutical Research September 2001 - March 2006
NHK April 1999 - March 2001
Education
University of California, Los Angeles 2003 — 2005
BA
Nisarg Shah Nisarg Shah's Morgan Stanley Experience January 2015 - August 2015
Job Computer Science, UCLA
Industry Computer Software
Experience
Morgan Stanley January 2015 - August 2015
Morgan Stanley August 2013 - January 2015
Meter Share December 2012 - June 2014
Skills
JavaScript, Java, C++, HTML, Android Development, C, C#, Windows Phone, WPF, Git, Programming, Python, SQL, MySQL, Windows
Education
University of California, Los Angeles 2015 — 2017
Master’s Degree, Computer Science
University of Mumbai 2010 — 2013
Bachelor of Engineering (B.E.), Information Technology
Welingkar Institute of Management 2011 — 2011
Associate’s Degree, Finance and Financial Management Services
Maharastra State Board of Technical Education 2007 — 2010
Diploma in Computer Technology, Computer Science
Sulochania Devi Singhania School
High School
Morgan Stanley January 2015 - August 2015
Morgan Stanley August 2013 - January 2015
Meter Share December 2012 - June 2014
Skills
JavaScript, Java, C++, HTML, Android Development, C, C#, Windows Phone, WPF, Git, Programming, Python, SQL, MySQL, Windows
Education
University of California, Los Angeles 2015 — 2017
Master’s Degree, Computer Science
University of Mumbai 2010 — 2013
Bachelor of Engineering (B.E.), Information Technology
Welingkar Institute of Management 2011 — 2011
Associate’s Degree, Finance and Financial Management Services
Maharastra State Board of Technical Education 2007 — 2010
Diploma in Computer Technology, Computer Science
Sulochania Devi Singhania School
High School
Alexandra Watkins's Morgan Stanley Experience 2008 - 2008
Job Business Strategist at BlackRock
Industry Financial Services
Experience
BlackRock March 2015 - Present
BlackRock December 2010 - March 2015
BlackRock September 2009 - March 2011
Morgan Stanley 2008 - 2008
Skills
Portfolio Management, Spanish, Microsoft Excel, Bloomberg, Risk Management, Investment Valuation, Corporate Finance, Fixed Income, Financial Modeling, Hedge Funds, Equities, Alternative Investments, Valuation, Derivatives, Series 7, Financial Analysis, Investments
Education
UCLA 2005 — 2009
Bachelor of Arts (B.A.), Economics
BlackRock March 2015 - Present
BlackRock December 2010 - March 2015
BlackRock September 2009 - March 2011
Morgan Stanley 2008 - 2008
Skills
Portfolio Management, Spanish, Microsoft Excel, Bloomberg, Risk Management, Investment Valuation, Corporate Finance, Fixed Income, Financial Modeling, Hedge Funds, Equities, Alternative Investments, Valuation, Derivatives, Series 7, Financial Analysis, Investments
Education
UCLA 2005 — 2009
Bachelor of Arts (B.A.), Economics
Andrea Halperin Andrea Halperin's Morgan Stanley Experience
Job Financial Services
Industry Financial Services
Experience
FINRA / Financial Industry Regulatory Authority February 2010 - Present
Morgan Stanley
Skills
Series 63, FINRA, Series 24, Series 7, Securities, Asset Managment, ETFs, USA PATRIOT Act, Options, Financial Regulation, Alternative Investments, Investment Advisory, Trading, Investments, Mutual Funds, Financial Advisory, Wealth Management..., Retirement Planning, 401k, Broker-Dealer, Bonds, Asset Allocation, IRAs, SEC, Financial Services, Investment Management, Wealth Management, Insurance, Retirement, Arbitration, Fixed Income, Portfolio Management, Hedge Funds, 401k Rollovers, Municipal Bonds, Fixed Annuities, Variable Annuities, Risk Management, Investment Strategies, Strategic Financial..., Dodd-Frank, Equities, Estate Planning, Pensions, Finance, Mergers & Acquisitions
Education
University of California, Los Angeles
BA, Economics
FINRA / Financial Industry Regulatory Authority February 2010 - Present
Morgan Stanley
Skills
Series 63, FINRA, Series 24, Series 7, Securities, Asset Managment, ETFs, USA PATRIOT Act, Options, Financial Regulation, Alternative Investments, Investment Advisory, Trading, Investments, Mutual Funds, Financial Advisory, Wealth Management..., Retirement Planning, 401k, Broker-Dealer, Bonds, Asset Allocation, IRAs, SEC, Financial Services, Investment Management, Wealth Management, Insurance, Retirement, Arbitration, Fixed Income, Portfolio Management, Hedge Funds, 401k Rollovers, Municipal Bonds, Fixed Annuities, Variable Annuities, Risk Management, Investment Strategies, Strategic Financial..., Dodd-Frank, Equities, Estate Planning, Pensions, Finance, Mergers & Acquisitions
Education
University of California, Los Angeles
BA, Economics
Norman Atwater's Morgan Stanley Experience 1998 - 2001
Job Vice President at BNY Mellon Wealth Management
Industry Real Estate
Experience
BNY Mellon May 2005 - Present
Quick & Reilly / Fleet Investments April 2003 - January 2004
Morgan Stanley 1998 - 2001
Merrill Lynch Private Client Group 1990 - 1998
Skills
Financial Advisory, Wealth Management, High Net Worth..., Wealth, Mortgage Lending, Wealth Management..., Real Estate, Asset Managment, Private Banking, Loans, Investment Management, Investments, Personal Finance, Integration, Mortgage Banking, Series 7, Series 63, Relationship Management, Credit Analysis, Banking, Credit, Real Estate Financing, Cash Management
Education
University of California, Los Angeles 1984 — 1989
BA, Economics
BNY Mellon May 2005 - Present
Quick & Reilly / Fleet Investments April 2003 - January 2004
Morgan Stanley 1998 - 2001
Merrill Lynch Private Client Group 1990 - 1998
Skills
Financial Advisory, Wealth Management, High Net Worth..., Wealth, Mortgage Lending, Wealth Management..., Real Estate, Asset Managment, Private Banking, Loans, Investment Management, Investments, Personal Finance, Integration, Mortgage Banking, Series 7, Series 63, Relationship Management, Credit Analysis, Banking, Credit, Real Estate Financing, Cash Management
Education
University of California, Los Angeles 1984 — 1989
BA, Economics
Ryan Tamm Ryan Tamm's Morgan Stanley Experience May 2012 - Present
Job Executive IT Services, Investment Banking NA Branch Service Management
Industry Information Technology and Services
Experience
Morgan Stanley May 2012 - Present
Genomic Health August 2009 - May 2012
Life Technologies April 2008 - July 2009
Applied Biosystems January 2004 - April 2008
Microsoft September 2000 - November 2002
IBM Global Services April 1998 - September 2000
Skills
Windows, Microsoft Office, XP, Problem Solving, Outlook, Troubleshooting, ITIL, Active Directory, Security, Windows 7, VPN, Integration, Customer Service, Executive Support, Windows Server, Training, Project Management, Team Leadership, Technical Support, Software Documentation, Cross-functional Team..., Cellular, Customer Relations, Webinars, Windows XP, Cellular Communications, Information Technology, Management
Education
University of California, Los Angeles 1993 — 1998
BS, Cognitive Science, Specialization in Computing
Morgan Stanley May 2012 - Present
Genomic Health August 2009 - May 2012
Life Technologies April 2008 - July 2009
Applied Biosystems January 2004 - April 2008
Microsoft September 2000 - November 2002
IBM Global Services April 1998 - September 2000
Skills
Windows, Microsoft Office, XP, Problem Solving, Outlook, Troubleshooting, ITIL, Active Directory, Security, Windows 7, VPN, Integration, Customer Service, Executive Support, Windows Server, Training, Project Management, Team Leadership, Technical Support, Software Documentation, Cross-functional Team..., Cellular, Customer Relations, Webinars, Windows XP, Cellular Communications, Information Technology, Management
Education
University of California, Los Angeles 1993 — 1998
BS, Cognitive Science, Specialization in Computing
Tristan Haussecker's Morgan Stanley Experience July 2011 - September 2011
Job Managing Director at New East India Co.
Industry International Trade and Development
Experience
New East India Company June 2015 - Present
mBlox June 2012 - September 2012
Three Bell Capital December 2011 - March 2012
Morgan Stanley July 2011 - September 2011
Three Bridge Wealth Advisors, LLC January 2011 - June 2011
NASA Ames Research Center January 2009 - June 2009
Skills
Research, Entrepreneurship, Recruiting, Economics, Financial Modeling, Market Research, Competitive Analysis, Investments, Analysis, Portfolio Management, Finance, Strategic Financial..., Microsoft Excel
Education
University of California, Los Angeles 2011 — 2013
Environmental Science, Business/Managerial Economics, Senior
New East India Company June 2015 - Present
mBlox June 2012 - September 2012
Three Bell Capital December 2011 - March 2012
Morgan Stanley July 2011 - September 2011
Three Bridge Wealth Advisors, LLC January 2011 - June 2011
NASA Ames Research Center January 2009 - June 2009
Skills
Research, Entrepreneurship, Recruiting, Economics, Financial Modeling, Market Research, Competitive Analysis, Investments, Analysis, Portfolio Management, Finance, Strategic Financial..., Microsoft Excel
Education
University of California, Los Angeles 2011 — 2013
Environmental Science, Business/Managerial Economics, Senior
Tro DerSarkissian Tro DerSarkissian's Morgan Stanley Experience August 2009 - December 2009
Job Owner at Jewel City CrossFit | Jewel City Yoga | Marbled LA
Industry Capital Markets
Experience
Marbled LA April 2014 - Present
Jewel City CrossFit September 2013 - Present
Jewel City Yoga November 2013 - Present
Vagabond Grillyard May 2012 - March 2014
The Daily Dose, Inc. December 2010 - May 2012
Capital Asset Exchange & Trading, LLC July 2011 - December 2011
Frazier Capital Valuations February 2009 - June 2011
Ameriprise Financial Services, Inc. June 2010 - April 2011
Morgan Stanley August 2009 - December 2009
Skills
Consulting, Financial Modeling, Financial Analysis, Corporate Finance, Investments
Education
University of California, Los Angeles 2007 — 2011
Bachelor of Arts, Economics & Political Science
Marbled LA April 2014 - Present
Jewel City CrossFit September 2013 - Present
Jewel City Yoga November 2013 - Present
Vagabond Grillyard May 2012 - March 2014
The Daily Dose, Inc. December 2010 - May 2012
Capital Asset Exchange & Trading, LLC July 2011 - December 2011
Frazier Capital Valuations February 2009 - June 2011
Ameriprise Financial Services, Inc. June 2010 - April 2011
Morgan Stanley August 2009 - December 2009
Skills
Consulting, Financial Modeling, Financial Analysis, Corporate Finance, Investments
Education
University of California, Los Angeles 2007 — 2011
Bachelor of Arts, Economics & Political Science
Drucilla Richards's Morgan Stanley Experience 1994 - 1996
Job Director of Capital Markets at Anbau Enterprises
Industry Real Estate
Experience
Anbau Enterprises July 2013 - Present
GTIS Partners April 2012 - May 2013
TCAP Associates 2006 - April 2012
Trammell Crow Commercial/Residential 1984 - 1998
Morgan Stanley 1994 - 1996
Citicorp Real Estate 1982 - 1984
Skills
Real Estate Development, Real Estate, Real Estate Economics, Disposition, Investment Properties, Leases, Asset Management, Equity Capital Markets, Real Estate Financing, Real Estate Transactions, Brokerage, Property Management, Capital Markets, Corporate Real Estate, Valuation, Commercial Real Estate
Education
University of California, Irvine
BA-Economics
University of Michigan - Stephen M. Ross School of Business
MBA
Anbau Enterprises July 2013 - Present
GTIS Partners April 2012 - May 2013
TCAP Associates 2006 - April 2012
Trammell Crow Commercial/Residential 1984 - 1998
Morgan Stanley 1994 - 1996
Citicorp Real Estate 1982 - 1984
Skills
Real Estate Development, Real Estate, Real Estate Economics, Disposition, Investment Properties, Leases, Asset Management, Equity Capital Markets, Real Estate Financing, Real Estate Transactions, Brokerage, Property Management, Capital Markets, Corporate Real Estate, Valuation, Commercial Real Estate
Education
University of California, Irvine
BA-Economics
University of Michigan - Stephen M. Ross School of Business
MBA
Eric C. Sutherland Eric C. Sutherland's Morgan Stanley Experience 1986 - 2003
Job Executive Director at J.P.Morgan , J.P.Morgan Securities
Industry Investment Management
Experience
J.P.Morgan , J.P.Morgan Securities August 2010 - Present
Neuberger Berman 2007 - August 2010
Stone & Youngberg LLC. Chicago IL 2006 - 2007
JPMorgan 2003 - 2006
Morgan Stanley 1986 - 2003
Skills
Portfolio Management, Investments, Fixed Income, Investment Strategies, Investment Management, Trading, Entrepreneurship, Nonprofits, Management, Institutional..., Series 7, Alternative Investments, Asset Management, High Net Worth..., Asset Allocation
Education
The Hun School of Princeton
UCLA
Bachelor of Science
J.P.Morgan , J.P.Morgan Securities August 2010 - Present
Neuberger Berman 2007 - August 2010
Stone & Youngberg LLC. Chicago IL 2006 - 2007
JPMorgan 2003 - 2006
Morgan Stanley 1986 - 2003
Skills
Portfolio Management, Investments, Fixed Income, Investment Strategies, Investment Management, Trading, Entrepreneurship, Nonprofits, Management, Institutional..., Series 7, Alternative Investments, Asset Management, High Net Worth..., Asset Allocation
Education
The Hun School of Princeton
UCLA
Bachelor of Science
Gene Pak Gene Pak's Morgan Stanley Experience December 1998 - February 2001
Job Senior Vice President & Marketing Manager / SBA & Commercial Loans at Wilshire Bank
Industry Banking
Experience
Wilshire Bank October 2010 - Present
WarrenMarcus, Inc. December 2004 - October 2010
Marcus & Millichap November 2002 - December 2004
Prudential Financial February 2001 - November 2002
Morgan Stanley December 1998 - February 2001
Paine Webber June 1995 - December 1998
Mony Mutual Of New York June 1993 - May 1995
Skills
Investment Properties, Real Estate, Real Estate Transactions, Marketing, Sales, Investors, New Business Development, Real Estate Economics, Financial Analysis, Loans, Strategic Planning, Portfolio Management, Commercial Real Estate, Finance, Banking, Property Management, Mortgage Lending, Marketing Strategy
Education
University of California, Los Angeles 1989 — 1991
Bachelor’s Degree, Business/Managerial Economics
Wilshire Bank October 2010 - Present
WarrenMarcus, Inc. December 2004 - October 2010
Marcus & Millichap November 2002 - December 2004
Prudential Financial February 2001 - November 2002
Morgan Stanley December 1998 - February 2001
Paine Webber June 1995 - December 1998
Mony Mutual Of New York June 1993 - May 1995
Skills
Investment Properties, Real Estate, Real Estate Transactions, Marketing, Sales, Investors, New Business Development, Real Estate Economics, Financial Analysis, Loans, Strategic Planning, Portfolio Management, Commercial Real Estate, Finance, Banking, Property Management, Mortgage Lending, Marketing Strategy
Education
University of California, Los Angeles 1989 — 1991
Bachelor’s Degree, Business/Managerial Economics
Angel Sze's Morgan Stanley Experience January 2002 - December 2007
Job Marketing and Sales Manager
Industry Consumer Goods
Experience
Caital Fair International (Formerly Life Vegetarian Food Company) January 2008 - Present
Morgan Stanley January 2002 - December 2007
Skills
Golf, Financial Analysis, Behavioral Finance, Business Development, Hedge Funds
Education
University of California, Los Angeles 2014 — 2015
Bachelor's Degree, Political Science and Economics, 3.3
The Chicago School of Professional Psychology 2012 — 2014
Master's Degree, Business Psychology, 4.0
Caital Fair International (Formerly Life Vegetarian Food Company) January 2008 - Present
Morgan Stanley January 2002 - December 2007
Skills
Golf, Financial Analysis, Behavioral Finance, Business Development, Hedge Funds
Education
University of California, Los Angeles 2014 — 2015
Bachelor's Degree, Political Science and Economics, 3.3
The Chicago School of Professional Psychology 2012 — 2014
Master's Degree, Business Psychology, 4.0
Sundeep Sahni Sundeep Sahni's Morgan Stanley Experience March 2005 - Present
Job Vice President at Morgan Stanley
Industry Real Estate
Experience
Morgan Stanley March 2005 - Present
Education
University of California, Los Angeles
BA
University of California, Irvine - The Paul Merage School of Business
MBA
Morgan Stanley March 2005 - Present
Education
University of California, Los Angeles
BA
University of California, Irvine - The Paul Merage School of Business
MBA
Will Edem Will Edem's Morgan Stanley Experience April 2014 - June 2014
Job Brand Development + Creative Strategy Intern at NCLUSIVE
Industry Marketing and Advertising
Experience
NCLUSIVE July 2015 - Present
UCLA Kinross Recreation Center April 2015 - June 2015
UCLA Anderson School of Management: Price Center for Entrepreneurial Studies October 2013 - March 2015
Morgan Stanley April 2014 - June 2014
JPMorgan Chase January 2014 - June 2014
Riordan UCLA 2014 - 2014
Nike Sportswear September 2012 - December 2012
UCLA Community Programs Office September 2011 - June 2012
Skills
Public Speaking, PowerPoint, Event Planning, Social Media, Microsoft Word, Microsoft Excel, Research, Customer Service, Social Networking, Community Outreach, Brand Development, Business Strategy, Marketing Strategy, InDesign, Outlook, Financial Analysis, Microsoft Office
Education
University of California, Los Angeles 2010 — 2015
International Development Studies
NCLUSIVE July 2015 - Present
UCLA Kinross Recreation Center April 2015 - June 2015
UCLA Anderson School of Management: Price Center for Entrepreneurial Studies October 2013 - March 2015
Morgan Stanley April 2014 - June 2014
JPMorgan Chase January 2014 - June 2014
Riordan UCLA 2014 - 2014
Nike Sportswear September 2012 - December 2012
UCLA Community Programs Office September 2011 - June 2012
Skills
Public Speaking, PowerPoint, Event Planning, Social Media, Microsoft Word, Microsoft Excel, Research, Customer Service, Social Networking, Community Outreach, Brand Development, Business Strategy, Marketing Strategy, InDesign, Outlook, Financial Analysis, Microsoft Office
Education
University of California, Los Angeles 2010 — 2015
International Development Studies
Sandeep Reddy Madugula Sandeep Reddy Madugula's Morgan Stanley Experience October 2014 - August 2015
Job Master's Student at University of California Irvine
Industry Computer Software
Experience
Morgan Stanley October 2014 - August 2015
BeeHyv Software Solutions Private Limited May 2013 - October 2014
BeeHyv Software Solutions Private Limited June 2010 - April 2013
Skills
Java, SQL, JavaScript, XML, J2EE, WSDL, Spring, Servlets, BPMN, BPEL, iBatis, Git, Tortoise SVN, HTML, Axis2, JBoss Application Server, Tomcat, LDAP, Hibernate, JPA, Java Enterprise Edition, JUnit, JDBC, Ant, Eclipse, Design Patterns, Core Java, Web Services
Education
University of California, Irvine 2015 — 2016
Master’s Degree, Computer Science
IIT Madras 2006 — 2010
B.Tech, Biotechnology
SVS Junior College 2004 — 2006
Class XII, Mathematics, Physics and Chemistry
Vishwa Shanthi High School 1992 — 2004
Class X
Morgan Stanley October 2014 - August 2015
BeeHyv Software Solutions Private Limited May 2013 - October 2014
BeeHyv Software Solutions Private Limited June 2010 - April 2013
Skills
Java, SQL, JavaScript, XML, J2EE, WSDL, Spring, Servlets, BPMN, BPEL, iBatis, Git, Tortoise SVN, HTML, Axis2, JBoss Application Server, Tomcat, LDAP, Hibernate, JPA, Java Enterprise Edition, JUnit, JDBC, Ant, Eclipse, Design Patterns, Core Java, Web Services
Education
University of California, Irvine 2015 — 2016
Master’s Degree, Computer Science
IIT Madras 2006 — 2010
B.Tech, Biotechnology
SVS Junior College 2004 — 2006
Class XII, Mathematics, Physics and Chemistry
Vishwa Shanthi High School 1992 — 2004
Class X
Brian Q Pham's Morgan Stanley Experience 2011 - 2013
Job Principal at Sherpa Capital
Industry Venture Capital & Private Equity
Experience
Sherpa Capital 2013 - Present
Morgan Stanley 2011 - 2013
EngV Labs 2009 - 2011
UCLA Dept of Bioengineering 2008 - 2009
Diamond Portfolio Advisors, LLC 2008 - 2008
Skills
Investments, Equities, Biotechnology, Investment Banking, Venture Capital, Social Media, Consumer Internet, Finance, Corporate Development, Due Diligence, Business Strategy, Start-ups, Entrepreneurship
Education
University of California, Los Angeles
Bachelor's Degree, Bioengineering
Whitney High School
Sherpa Capital 2013 - Present
Morgan Stanley 2011 - 2013
EngV Labs 2009 - 2011
UCLA Dept of Bioengineering 2008 - 2009
Diamond Portfolio Advisors, LLC 2008 - 2008
Skills
Investments, Equities, Biotechnology, Investment Banking, Venture Capital, Social Media, Consumer Internet, Finance, Corporate Development, Due Diligence, Business Strategy, Start-ups, Entrepreneurship
Education
University of California, Los Angeles
Bachelor's Degree, Bioengineering
Whitney High School
Thomas Atkinson's Morgan Stanley Experience 1999 - 2001
Job Sr Director, Flextronics
Industry Computer Hardware
Experience
Flextronics March 2014 - Present
USMC January 2009 - October 2014
Atkinson Actions, LLC September 2012 - September 2014
Advanced Energy May 2008 - December 2008
Flextronics 2003 - July 2007
TC Sounds 2001 - 2003
Morgan Stanley 1999 - 2001
PepsiCo Americas Foods 1995 - 1997
Skills
P&L FINANCIAL MANAGEMENT, GLOBAL OPERATIONS..., Strategic Planning, Organizational Change, Risk Management, Program Management, New Business Development, Cross-functional Team..., Product Development, Acquisition Integration, High Volume Production, Operations Management, International Sales, Financial Management, Financial Analysis, Quality Management, Real Estate, Contract Negotiation, German, Federal Government, Change Management, Inter-personal, Leadership, Multi-million Dollar, Market Research, DoD, Government, Relationship..., Fun, Pricing, Forecasting, Problem Solving, Metrics, Team Building, Business Development, Command, Security Clearance, Operational Planning, Manufacturing, National Security, Military Operations, Managerial Finance, Executive Management, Entrepreneurship, P&L Management, Survival Skills, Management, Process Improvement, Strategy, Project Management
Education
University of California, Irvine - The Paul Merage School of Business 1995 — 1997
Masters of Business Administration, Business Administration, Management and Operations
University of California, San Diego 1986 — 1990
BA, English Literature Writing
Flextronics March 2014 - Present
USMC January 2009 - October 2014
Atkinson Actions, LLC September 2012 - September 2014
Advanced Energy May 2008 - December 2008
Flextronics 2003 - July 2007
TC Sounds 2001 - 2003
Morgan Stanley 1999 - 2001
PepsiCo Americas Foods 1995 - 1997
Skills
P&L FINANCIAL MANAGEMENT, GLOBAL OPERATIONS..., Strategic Planning, Organizational Change, Risk Management, Program Management, New Business Development, Cross-functional Team..., Product Development, Acquisition Integration, High Volume Production, Operations Management, International Sales, Financial Management, Financial Analysis, Quality Management, Real Estate, Contract Negotiation, German, Federal Government, Change Management, Inter-personal, Leadership, Multi-million Dollar, Market Research, DoD, Government, Relationship..., Fun, Pricing, Forecasting, Problem Solving, Metrics, Team Building, Business Development, Command, Security Clearance, Operational Planning, Manufacturing, National Security, Military Operations, Managerial Finance, Executive Management, Entrepreneurship, P&L Management, Survival Skills, Management, Process Improvement, Strategy, Project Management
Education
University of California, Irvine - The Paul Merage School of Business 1995 — 1997
Masters of Business Administration, Business Administration, Management and Operations
University of California, San Diego 1986 — 1990
BA, English Literature Writing
Danny Vivier Danny Vivier's Morgan Stanley Experience June 2015 - Present
Job Investment Banking Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2015 - Present
Alpha Diagnostics April 2013 - April 2015
Morgan Stanley June 2014 - August 2014
Bruin Consulting January 2013 - June 2014
Berkeley Research Group LLC May 2013 - September 2013
The Veloz Group January 2013 - March 2013
AKT Wealth Advisors June 2012 - September 2012
UCLA Alumni Association February 2012 - June 2012
AKT LLP, CPAs and Business Consultants June 2011 - September 2011
LEGOLAND California Resort June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Photoshop, Salesforce.com, Junxure, Team Leadership, Investments, Business Operations, Sales, Sales Operations, Marketing Strategy, Facebook, Sales Growth, Business Development, Data Analysis, Recruitment Marketing, Social Media, Social Networking, Marketing, Accounting, Finance
Education
UCLA 2011 — 2015
Bachelor's Degree, Business/Managerial Economics
Morgan Stanley June 2015 - Present
Alpha Diagnostics April 2013 - April 2015
Morgan Stanley June 2014 - August 2014
Bruin Consulting January 2013 - June 2014
Berkeley Research Group LLC May 2013 - September 2013
The Veloz Group January 2013 - March 2013
AKT Wealth Advisors June 2012 - September 2012
UCLA Alumni Association February 2012 - June 2012
AKT LLP, CPAs and Business Consultants June 2011 - September 2011
LEGOLAND California Resort June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Photoshop, Salesforce.com, Junxure, Team Leadership, Investments, Business Operations, Sales, Sales Operations, Marketing Strategy, Facebook, Sales Growth, Business Development, Data Analysis, Recruitment Marketing, Social Media, Social Networking, Marketing, Accounting, Finance
Education
UCLA 2011 — 2015
Bachelor's Degree, Business/Managerial Economics
Judy Tong Judy Tong's Morgan Stanley Experience September 2010 - February 2015
Job Senior IT Business Analyst, Project Manager, Program Manager
Industry Information Technology and Services
Experience
Morgan Stanley September 2010 - February 2015
Macquarie Group May 2007 - August 2010
Comverse May 2006 - May 2007
Marrycards January 2004 - May 2006
Nortel February 1997 - December 2003
Skills
Business Analysis, Project Management, Cross-functional Team..., Scrum, Management, Leadership, Agile & Waterfall..., Strategic Planning, Microsoft Office, Microsoft Project, Microsoft Excel, Microsoft Word, PowerPoint, SQL, UAT Coordination, Incident Management, HP Quality Center, JIRA, SDLC, Requirements Analysis, Business Intelligence
Education
University of California, Los Angeles
Bachelor's degree, Computer Engineering
Morgan Stanley September 2010 - February 2015
Macquarie Group May 2007 - August 2010
Comverse May 2006 - May 2007
Marrycards January 2004 - May 2006
Nortel February 1997 - December 2003
Skills
Business Analysis, Project Management, Cross-functional Team..., Scrum, Management, Leadership, Agile & Waterfall..., Strategic Planning, Microsoft Office, Microsoft Project, Microsoft Excel, Microsoft Word, PowerPoint, SQL, UAT Coordination, Incident Management, HP Quality Center, JIRA, SDLC, Requirements Analysis, Business Intelligence
Education
University of California, Los Angeles
Bachelor's degree, Computer Engineering
Bliss Jones at Enraged Woman (dot) com Bliss Jones at Enraged Woman (dot) com's Morgan Stanley Experience May 2000 - March 2007
Job Hi!
Industry Entertainment
Experience
www.enragedwoman.com May 2015 - Present
Morgan Stanley May 2000 - March 2007
Skills
Writing, Creative Strategy, Contemporary Art, Creative Direction, Fine Art, Blogging, Corporate Blogging, Web Content, Novels, Social Media Marketing, Marketing, Social Media, Leadership, Social Networking, Public Speaking, Editing, Copywriting, Marketing Communications, Press Releases, Television, Creative Writing, Content Strategy
Education
University of California, Los Angeles 2011 — 2014
Writing, A+
www.enragedwoman.com May 2015 - Present
Morgan Stanley May 2000 - March 2007
Skills
Writing, Creative Strategy, Contemporary Art, Creative Direction, Fine Art, Blogging, Corporate Blogging, Web Content, Novels, Social Media Marketing, Marketing, Social Media, Leadership, Social Networking, Public Speaking, Editing, Copywriting, Marketing Communications, Press Releases, Television, Creative Writing, Content Strategy
Education
University of California, Los Angeles 2011 — 2014
Writing, A+
Parker Prestegard Parker Prestegard's Morgan Stanley Experience December 2013 - April 2014
Job Investment Banking Summer Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2015 - July 2015
Imperial Capital, LLC October 2014 - December 2014
Silverpeak Real Estate Partners June 2014 - July 2014
Morgan Stanley December 2013 - April 2014
Skills
Microsoft Excel, Economics, Teamwork, PowerPoint, Microsoft Word, Customer Service, English, Adaptability, Learning Quickly, Macroeconomics, Public Speaking, Social Media, Acquisitions, Investment Banking, Investment Strategies, Leadership, International Finance, Private Equity, Data Analysis
Education
UCLA 2012 — 2015
Bachelor of Arts (B.A.), Economics
J.P. Morgan June 2015 - July 2015
Imperial Capital, LLC October 2014 - December 2014
Silverpeak Real Estate Partners June 2014 - July 2014
Morgan Stanley December 2013 - April 2014
Skills
Microsoft Excel, Economics, Teamwork, PowerPoint, Microsoft Word, Customer Service, English, Adaptability, Learning Quickly, Macroeconomics, Public Speaking, Social Media, Acquisitions, Investment Banking, Investment Strategies, Leadership, International Finance, Private Equity, Data Analysis
Education
UCLA 2012 — 2015
Bachelor of Arts (B.A.), Economics
Steve Baaden Steve Baaden's Morgan Stanley Experience May 2005 - September 2008
Job Executive Director Investments at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. February 2013 - Present
Merrill Lynch September 2008 - February 2013
Morgan Stanley May 2005 - September 2008
UBS May 1986 - May 2005
Education
University of California, Los Angeles 1982 — 1985
Bachelor of Science (BS), Economics
Oppenheimer & Co. Inc. February 2013 - Present
Merrill Lynch September 2008 - February 2013
Morgan Stanley May 2005 - September 2008
UBS May 1986 - May 2005
Education
University of California, Los Angeles 1982 — 1985
Bachelor of Science (BS), Economics
Kim Elsesser Kim Elsesser's Morgan Stanley Experience January 1987 - January 1996
Job Book Author, Sex and the Office Available Sept 2015 at Rowman & Littlefield Publishers
Industry Research
Experience
Rowman & Littlefield Publishers September 2014 - Present
UCLA September 2004 - Present
Morgan Stanley January 1987 - January 1996
Education
MIT
MS, Management
MIT
MS, Operations Research
UCLA
PhD, Psychology
Vassar College
B.A., Mathematics/Computer Science
Rowman & Littlefield Publishers September 2014 - Present
UCLA September 2004 - Present
Morgan Stanley January 1987 - January 1996
Education
MIT
MS, Management
MIT
MS, Operations Research
UCLA
PhD, Psychology
Vassar College
B.A., Mathematics/Computer Science
Matthew Pell's Morgan Stanley Experience July 2012 - October 2012
Job Project Manager at Rule14 LLC
Industry Venture Capital & Private Equity
Experience
UCLA Radio September 2013 - June 2015
Center for American Progress January 2014 - April 2014
Center for American Politics and Public Policy, UCDC January 2014 - April 2014
Morgan Stanley July 2012 - October 2012
Anadarko Petroleum Corporation 2009 - 2011
Skills
Public Speaking, Social Media, Research, Microsoft Office, Blogging, Teamwork, Leadership, Microsoft Excel, PowerPoint, Writing, Data Analysis, Customer Service, Photoshop, English, HTML, Analysis, Marketing, Management, People Skills, Business Strategy, Project Management, Editing, Social Networking, Creative Writing, Storytelling
Education
UCLA 2011 — 2015
Bachelor of Arts (B.A.), History
University of California, Los Angeles 2011 — 2015
History
UCLA Radio September 2013 - June 2015
Center for American Progress January 2014 - April 2014
Center for American Politics and Public Policy, UCDC January 2014 - April 2014
Morgan Stanley July 2012 - October 2012
Anadarko Petroleum Corporation 2009 - 2011
Skills
Public Speaking, Social Media, Research, Microsoft Office, Blogging, Teamwork, Leadership, Microsoft Excel, PowerPoint, Writing, Data Analysis, Customer Service, Photoshop, English, HTML, Analysis, Marketing, Management, People Skills, Business Strategy, Project Management, Editing, Social Networking, Creative Writing, Storytelling
Education
UCLA 2011 — 2015
Bachelor of Arts (B.A.), History
University of California, Los Angeles 2011 — 2015
History
William Lindfors William Lindfors's Morgan Stanley Experience May 2015 - Present
Job Incoming Wealth Management Intern at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2015 - Present
Education
University of California, Los Angeles 2013 — 2017
Economics, Sophmore
Minnetonka High School 2009 — 2013
University of Southern California - Marshall School of Business 2012 — 2012
Summer Entrepreneurship Program, Entrepreneurship/Entrepreneurial Studies
Morgan Stanley May 2015 - Present
Education
University of California, Los Angeles 2013 — 2017
Economics, Sophmore
Minnetonka High School 2009 — 2013
University of Southern California - Marshall School of Business 2012 — 2012
Summer Entrepreneurship Program, Entrepreneurship/Entrepreneurial Studies
Susie Moore Susie Moore's Morgan Stanley Experience April 2002 - May 2004
Job Senior Associate, Investor Relations at Hackman Capital
Industry Investment Management
Experience
Hackman Capital Partners, LLC September 2015 - Present
Sequoia Heritage July 2008 - June 2015
Och-Ziff Capital Management Group June 2004 - April 2008
Morgan Stanley April 2002 - May 2004
Skills
Private Equity, Venture Capital, Entrepreneurship, Research, Due Diligence, Hedge Funds, Compliance, Investor Relations
Education
University of California, Los Angeles 1990 — 1994
BA, Design
Hackman Capital Partners, LLC September 2015 - Present
Sequoia Heritage July 2008 - June 2015
Och-Ziff Capital Management Group June 2004 - April 2008
Morgan Stanley April 2002 - May 2004
Skills
Private Equity, Venture Capital, Entrepreneurship, Research, Due Diligence, Hedge Funds, Compliance, Investor Relations
Education
University of California, Los Angeles 1990 — 1994
BA, Design
Laura Kaufman Laura Kaufman's Morgan Stanley Experience July 2014 - August 2014
Job Graduate of the University of California, Los Angeles
Industry Marketing and Advertising
Experience
Morgan Stanley July 2014 - August 2014
Merrill Lynch February 2014 - April 2014
Skills
Microsoft Word, PowerPoint, Public Speaking, Microsoft Excel, Social Media, Event Planning, Microsoft Office, Photoshop, Research, Team Leadership, Micros, Salesforce Training, English, Fundraising, Social Networking, Community Outreach
Education
University of California, Los Angeles 2011 — 2015
Bachelor of Arts (BA), Economics
Huntington Beach High School 2007 — 2011
Morgan Stanley July 2014 - August 2014
Merrill Lynch February 2014 - April 2014
Skills
Microsoft Word, PowerPoint, Public Speaking, Microsoft Excel, Social Media, Event Planning, Microsoft Office, Photoshop, Research, Team Leadership, Micros, Salesforce Training, English, Fundraising, Social Networking, Community Outreach
Education
University of California, Los Angeles 2011 — 2015
Bachelor of Arts (BA), Economics
Huntington Beach High School 2007 — 2011
Jacqueline Kuipers Jacqueline Kuipers's Morgan Stanley Experience June 2015 - Present
Job Wealth Management Intern at Morgan Stanley
Industry
Experience
Morgan Stanley June 2015 - Present
Extreme Pizza April 2014 - May 2015
PMK*BNC September 2012 - December 2012
Blue Table August 2010 - September 2011
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Outlook, English, Editing, Event Planning, Social Media, Blogging, Social Networking, Leadership, Social Media Marketing, Facebook
Education
UCLA 2011 — 2015
Bachelor's Degree, Economics, Senior
Morgan Stanley June 2015 - Present
Extreme Pizza April 2014 - May 2015
PMK*BNC September 2012 - December 2012
Blue Table August 2010 - September 2011
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Outlook, English, Editing, Event Planning, Social Media, Blogging, Social Networking, Leadership, Social Media Marketing, Facebook
Education
UCLA 2011 — 2015
Bachelor's Degree, Economics, Senior
Vincent Burke Vincent Burke's Morgan Stanley Experience 2001 - 2007
Job Financial Advisor, Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2007 - Present
Morgan Stanley 2001 - 2007
Skills
Investments, Asset Allocation, Mutual Funds, Retirement Planning, Retirement, Options, Investment Strategies, Wealth, ETFs, Municipal Bonds, Financial Analysis, Alternative Investments, Securities, IRAs, Financial Services, Financial Modeling, Saving for Education, Bonds, Fixed Annuities, Wealth Accumulation, Fixed Income, Leadership, Sales, Insurance, Finance, Solution Selling, Management
Education
University of California, Los Angeles 1973 — 1975
Bachelor of Arts, History
Verdugo Hills High School, Tujunga CA 1968 — 1971
Wells Fargo Advisors, LLC January 2007 - Present
Morgan Stanley 2001 - 2007
Skills
Investments, Asset Allocation, Mutual Funds, Retirement Planning, Retirement, Options, Investment Strategies, Wealth, ETFs, Municipal Bonds, Financial Analysis, Alternative Investments, Securities, IRAs, Financial Services, Financial Modeling, Saving for Education, Bonds, Fixed Annuities, Wealth Accumulation, Fixed Income, Leadership, Sales, Insurance, Finance, Solution Selling, Management
Education
University of California, Los Angeles 1973 — 1975
Bachelor of Arts, History
Verdugo Hills High School, Tujunga CA 1968 — 1971
Kunal Kundaje Kunal Kundaje's Morgan Stanley Experience August 2007 - May 2012
Job Senior Software Engineer at Netflix
Industry Computer Software
Experience
Netflix August 2015 - Present
ThoughtWorks May 2012 - August 2015
Morgan Stanley August 2007 - May 2012
Google June 2006 - September 2006
Symantec June 2005 - September 2005
Skills
Java, JavaScript, HTML5, CSS, jQuery, AngularJS, Responsive Web Design, Performance Tuning, Test Driven Development, Agile Methodologies, Rapid Prototyping, Consulting, Software Development, E-commerce, SASS, LESS, C#, SQL, Spring, Hibernate, Spring Framework
Education
University of California, Los Angeles 2003 — 2007
Bachelor of Science, Computer Science
Netflix August 2015 - Present
ThoughtWorks May 2012 - August 2015
Morgan Stanley August 2007 - May 2012
Google June 2006 - September 2006
Symantec June 2005 - September 2005
Skills
Java, JavaScript, HTML5, CSS, jQuery, AngularJS, Responsive Web Design, Performance Tuning, Test Driven Development, Agile Methodologies, Rapid Prototyping, Consulting, Software Development, E-commerce, SASS, LESS, C#, SQL, Spring, Hibernate, Spring Framework
Education
University of California, Los Angeles 2003 — 2007
Bachelor of Science, Computer Science
Jacob Salk's Morgan Stanley Experience June 2006 - September 2006
Job Venture Capital & Finance Professional Focused on Internet Applications & Digital Media
Industry Venture Capital & Private Equity
Experience
Flywheel Software July 2015 - Present
Aaron & Zukin September 2011 - June 2015
ConnecTV September 2011 - June 2015
Houlihan Lokey Howard and Zukin February 2009 - August 2011
Turnaround Capital Management October 2006 - June 2008
Houlihan Lokey June 2007 - August 2007
Morgan Stanley June 2006 - September 2006
Skills
Venture Capital, Hedge Funds, Restructuring, Investments, Financial Analysis, Valuation, Strategic Alternatives, Turnarounds, Corporate Finance, Private Equity, Financial Modeling, Leveraged Finance, Finance, LBO, Due Diligence, Corporate Development, Investment Banking, Turn Around Management, Mergers & Acquisitions, Analysis, Start-ups, Equities, Management, Strategy, Securities, Capital Markets, Business Planning, Financial Advisory, Business Strategy, Financial Structuring, Entrepreneurship, Microsoft Office
Education
University of California, Los Angeles 2004 — 2008
BA, History
Berkeley High School 2000 — 2004
Flywheel Software July 2015 - Present
Aaron & Zukin September 2011 - June 2015
ConnecTV September 2011 - June 2015
Houlihan Lokey Howard and Zukin February 2009 - August 2011
Turnaround Capital Management October 2006 - June 2008
Houlihan Lokey June 2007 - August 2007
Morgan Stanley June 2006 - September 2006
Skills
Venture Capital, Hedge Funds, Restructuring, Investments, Financial Analysis, Valuation, Strategic Alternatives, Turnarounds, Corporate Finance, Private Equity, Financial Modeling, Leveraged Finance, Finance, LBO, Due Diligence, Corporate Development, Investment Banking, Turn Around Management, Mergers & Acquisitions, Analysis, Start-ups, Equities, Management, Strategy, Securities, Capital Markets, Business Planning, Financial Advisory, Business Strategy, Financial Structuring, Entrepreneurship, Microsoft Office
Education
University of California, Los Angeles 2004 — 2008
BA, History
Berkeley High School 2000 — 2004
Robin David Ji Robin David Ji's Morgan Stanley Experience April 2014 - August 2015
Job Product Strategy & Operations, Consumer at LinkedIn
Industry Internet
Experience
LinkedIn August 2015 - Present
Morgan Stanley April 2014 - August 2015
Jefferies LLC July 2013 - April 2014
Jefferies LLC June 2012 - August 2012
Alpha Upsilon Consulting September 2011 - June 2012
Bank of America Merrill Lynch September 2011 - December 2011
Focus Advisory Services August 2011 - December 2011
Premier Comprehensive Financial June 2011 - August 2011
David Geffen School of Medicine at UCLA September 2010 - August 2011
Skills
Investment Banking, Financial Modeling, Valuation, Finance, Business Strategy, Capital IQ, Entrepreneurship, SQL, Business Operations
Education
University of California, Los Angeles 2009 — 2013
LinkedIn August 2015 - Present
Morgan Stanley April 2014 - August 2015
Jefferies LLC July 2013 - April 2014
Jefferies LLC June 2012 - August 2012
Alpha Upsilon Consulting September 2011 - June 2012
Bank of America Merrill Lynch September 2011 - December 2011
Focus Advisory Services August 2011 - December 2011
Premier Comprehensive Financial June 2011 - August 2011
David Geffen School of Medicine at UCLA September 2010 - August 2011
Skills
Investment Banking, Financial Modeling, Valuation, Finance, Business Strategy, Capital IQ, Entrepreneurship, SQL, Business Operations
Education
University of California, Los Angeles 2009 — 2013
Francesca Labordo's Morgan Stanley Experience January 2007 - Present
Job Client Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2007 - Present
Peet's Coffee & Tea June 2004 - June 2007
Skills
Microsoft Excel, PowerPoint, Series 7, Wealth Management, Microsoft Office, Customer Service, Finance, Portfolio Management, Sales, Research, Event Planning, Financial Analysis, Investments, Leadership, Marketing, Mutual Funds, Social Media, Management
Education
University of California, Irvine 2003 — 2007
Bachelor of Arts (B.A.), Economics
University of California, Irvine 2003 — 2007
Bachelor of Arts (B.A.), Political Science and Government
La Salle College Preparatory 1999 — 2003
High School Diploma
Morgan Stanley January 2007 - Present
Peet's Coffee & Tea June 2004 - June 2007
Skills
Microsoft Excel, PowerPoint, Series 7, Wealth Management, Microsoft Office, Customer Service, Finance, Portfolio Management, Sales, Research, Event Planning, Financial Analysis, Investments, Leadership, Marketing, Mutual Funds, Social Media, Management
Education
University of California, Irvine 2003 — 2007
Bachelor of Arts (B.A.), Economics
University of California, Irvine 2003 — 2007
Bachelor of Arts (B.A.), Political Science and Government
La Salle College Preparatory 1999 — 2003
High School Diploma
Long Vo Long Vo's Morgan Stanley Experience May 2011 - January 2012
Job Content Director at Ameba Marketing
Industry Marketing and Advertising
Experience
Ameba Marketing April 2014 - Present
Elektro Magazine April 2013 - Present
DJ Magazine August 2013 - August 2014
Keta Investments March 2011 - August 2014
SoundLogik October 2010 - December 2013
NiteGuide Media December 2012 - July 2013
BIZX, LLC June 2012 - September 2012
Global Equity Finance January 2012 - June 2012
Morgan Stanley May 2011 - January 2012
Skills
Experimental Marketing, Copywriting, Project Management, Editing, Blogging, Social Media Marketing, Editorial, Marketing Strategy, Public Relations, Market Research, Customer Service, Adobe Creative Suite, Email Marketing, Business Analysis, Data Analysis, Market Analysis, Wordpress, Microsoft Excel, Branding
Education
University of California, Los Angeles 2015 — 2016
Marketing, Brand Management Certificate
University of California, Irvine 2007 — 2012
Bachelor's degree, Business Economics
Ameba Marketing April 2014 - Present
Elektro Magazine April 2013 - Present
DJ Magazine August 2013 - August 2014
Keta Investments March 2011 - August 2014
SoundLogik October 2010 - December 2013
NiteGuide Media December 2012 - July 2013
BIZX, LLC June 2012 - September 2012
Global Equity Finance January 2012 - June 2012
Morgan Stanley May 2011 - January 2012
Skills
Experimental Marketing, Copywriting, Project Management, Editing, Blogging, Social Media Marketing, Editorial, Marketing Strategy, Public Relations, Market Research, Customer Service, Adobe Creative Suite, Email Marketing, Business Analysis, Data Analysis, Market Analysis, Wordpress, Microsoft Excel, Branding
Education
University of California, Los Angeles 2015 — 2016
Marketing, Brand Management Certificate
University of California, Irvine 2007 — 2012
Bachelor's degree, Business Economics
Matthew T. (Matt) Baldy Matthew T. (Matt) Baldy's Morgan Stanley Experience 2004 - 2007
Job Director, Cloud Solutions at Security First Corp.
Industry Information Technology and Services
Experience
Security First Corp. 2015 - Present
HBE Corporation July 2013 - December 2014
Digital Realty January 2011 - June 2013
ABM 2007 - 2010
Morgan Stanley 2004 - 2007
Emerson Network Power 2000 - 2004
Skills
Data Center, Contract Negotiation, Vendor Management, Strategic Planning, Cloud Computing, New Business Development, Facilities Management, Business Development, Disaster Recovery, SaaS, Operations Management, Solution Selling, Telecommunications, Project Management, Infrastructure
Education
University of California, Irvine - The Paul Merage School of Business 2009 — 2011
MBA, Global Business Administration
University of Toledo
BSEE, Electrical Engineering
Security First Corp. 2015 - Present
HBE Corporation July 2013 - December 2014
Digital Realty January 2011 - June 2013
ABM 2007 - 2010
Morgan Stanley 2004 - 2007
Emerson Network Power 2000 - 2004
Skills
Data Center, Contract Negotiation, Vendor Management, Strategic Planning, Cloud Computing, New Business Development, Facilities Management, Business Development, Disaster Recovery, SaaS, Operations Management, Solution Selling, Telecommunications, Project Management, Infrastructure
Education
University of California, Irvine - The Paul Merage School of Business 2009 — 2011
MBA, Global Business Administration
University of Toledo
BSEE, Electrical Engineering
Aaron Kirsch Aaron Kirsch's Morgan Stanley Experience April 2001 - December 2004
Job Financial Advisor
Industry Financial Services
Experience
Kirsch Wealth Management March 2010 - Present
Crowell, Weedon & Co. December 2004 - March 2010
Morgan Stanley April 2001 - December 2004
Skills
Wealth Management, Financial Services, Finance, Investment Advisory, Investment Strategies
Education
University of California, Los Angeles 1988 — 1992
Bachelor of Arts, Film and Television
Kirsch Wealth Management March 2010 - Present
Crowell, Weedon & Co. December 2004 - March 2010
Morgan Stanley April 2001 - December 2004
Skills
Wealth Management, Financial Services, Finance, Investment Advisory, Investment Strategies
Education
University of California, Los Angeles 1988 — 1992
Bachelor of Arts, Film and Television
Travis Charlton's Morgan Stanley Experience 2000 - 2003
Job Principal
Industry Financial Services
Experience
Davis Capital Management June 2011 - Present
Davis Securities January 2006 - May 2011
Forex Signs Inc. January 2005 - January 2006
Morgan Stanley 2000 - 2003
Skills
Equities, Alternative Investments, Financial Modeling, Hedge Funds, Private Equity, Portfolio Management, Financial Analysis
Education
University of California, Los Angeles 2004 — 2005
Graduate Certificate, Accounting
University of Southern California 1997 — 2001
BS/BA, Business/Economics
Davis Capital Management June 2011 - Present
Davis Securities January 2006 - May 2011
Forex Signs Inc. January 2005 - January 2006
Morgan Stanley 2000 - 2003
Skills
Equities, Alternative Investments, Financial Modeling, Hedge Funds, Private Equity, Portfolio Management, Financial Analysis
Education
University of California, Los Angeles 2004 — 2005
Graduate Certificate, Accounting
University of Southern California 1997 — 2001
BS/BA, Business/Economics
Molly Sakahara Molly Sakahara's Morgan Stanley Experience May 2015 - Present
Job Private Bank Advisor Associate, Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley May 2015 - Present
HSBC Bank April 2005 - May 2015
Credit Suisse December 1999 - April 2005
Education
UCLA 1995 — 1997
Bachelor of Arts (B.A.), History
Morgan Stanley May 2015 - Present
HSBC Bank April 2005 - May 2015
Credit Suisse December 1999 - April 2005
Education
UCLA 1995 — 1997
Bachelor of Arts (B.A.), History
Curtis Montgomery Minks Curtis Montgomery Minks's Morgan Stanley Experience November 1998 - November 1999
Job Principal at Lotus Positions LLC
Industry Financial Services
Experience
LOTUS POSITIONS LLC December 2001 - Present
Merrill Lynch 1999 - 2001
Morgan Stanley November 1998 - November 1999
Skills
Strategic Financial..., Investment Advisory, Estate Planning, Securities, Retirement Planning, Series 7, Wealth Management, Investments, Mutual Funds, Portfolio Management, Asset Managment, Alternative Investments, I keep endorsement...
Education
University of Georgia System, Kennesaw State University, KSU 2004 — 2006
MBA, Masters of Business Administration, Emphasis in Finance and Entrepreneurship
University of California, Irvine 1987 — 1992
Bachelor of Arts, Political Science
Montclair Prep
LOTUS POSITIONS LLC December 2001 - Present
Merrill Lynch 1999 - 2001
Morgan Stanley November 1998 - November 1999
Skills
Strategic Financial..., Investment Advisory, Estate Planning, Securities, Retirement Planning, Series 7, Wealth Management, Investments, Mutual Funds, Portfolio Management, Asset Managment, Alternative Investments, I keep endorsement...
Education
University of Georgia System, Kennesaw State University, KSU 2004 — 2006
MBA, Masters of Business Administration, Emphasis in Finance and Entrepreneurship
University of California, Irvine 1987 — 1992
Bachelor of Arts, Political Science
Montclair Prep
Matthew David, CPA Matthew David, CPA's Morgan Stanley Experience June 2005 - September 2005
Job Manager at Deloitte
Industry Accounting
Experience
Deloitte August 2015 - Present
Deloitte November 2011 - September 2012
Deloitte Los Angeles September 2007 - October 2011
Morgan Stanley June 2005 - September 2005
Skills
Mergers, Financial Reporting, Accounting, Mergers & Acquisitions, US GAAP, Auditing, External Audit, Financial Accounting, SEC filings, Financial Analysis, GAAP, Consolidation, Big 4, Assurance, Financial Modeling, CPA, Due Diligence, Transaction Processing, Corporate Finance
Education
University of California, Los Angeles 2003 — 2007
BA, Business Economics
Deloitte August 2015 - Present
Deloitte November 2011 - September 2012
Deloitte Los Angeles September 2007 - October 2011
Morgan Stanley June 2005 - September 2005
Skills
Mergers, Financial Reporting, Accounting, Mergers & Acquisitions, US GAAP, Auditing, External Audit, Financial Accounting, SEC filings, Financial Analysis, GAAP, Consolidation, Big 4, Assurance, Financial Modeling, CPA, Due Diligence, Transaction Processing, Corporate Finance
Education
University of California, Los Angeles 2003 — 2007
BA, Business Economics
Jared Cohen Jared Cohen's Morgan Stanley Experience 2000 - 2002
Job Ocean Peak Capital Management
Industry Investment Management
Experience
Ocean Peak Capital Management June 2015 - Present
Fortress Investment Group February 2006 - May 2015
Merrill Lynch 2003 - 2006
Morgan Stanley 2000 - 2002
Education
University of California, Los Angeles 1996 — 2000
Ocean Peak Capital Management June 2015 - Present
Fortress Investment Group February 2006 - May 2015
Merrill Lynch 2003 - 2006
Morgan Stanley 2000 - 2002
Education
University of California, Los Angeles 1996 — 2000
Nicholas Rayl Nicholas Rayl's Morgan Stanley Experience June 2015 - Present
Job Investment Banking Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Morgan Stanley June 2014 - August 2014
Covert & Co. March 2013 - September 2013
De La Rosa & Co. September 2012 - March 2013
Skills
Financial Modeling, Valuation, Investment Banking, Financial Analysis, Wealth Management, Investments
Education
University of California, Los Angeles 2011 — 2015
Bachelor of Arts, Business Economics
Morgan Stanley June 2015 - Present
Morgan Stanley June 2014 - August 2014
Covert & Co. March 2013 - September 2013
De La Rosa & Co. September 2012 - March 2013
Skills
Financial Modeling, Valuation, Investment Banking, Financial Analysis, Wealth Management, Investments
Education
University of California, Los Angeles 2011 — 2015
Bachelor of Arts, Business Economics
Andrew Low Andrew Low's Morgan Stanley Experience September 2000 - August 2002
Job Vice President Senior Director at BNY Mellon
Industry Financial Services
Experience
BNY Mellon Wealth Management August 2008 - Present
Merrill Lynch November 2002 - June 2008
BMO Harris Private Banking August 2002 - December 2002
Morgan Stanley September 2000 - August 2002
Issachar July 1992 - August 2000
Skills
Investments, Start-ups, Risk Management, Management Consulting, Strategic Planning, Private Equity, Business Planning, Consulting, Insurance, Business Strategy, Process Improvement, Financial Modeling, Corporate Finance, Leadership, Team Building, Charitable Gift Planning, Trust Management, Estate Planning, Investment Advisory, Executive Management, Portfolio Management, Financial Analysis
Education
UCLA 1983 — 1985
Program in Business & Administration, Business Administration and Management, General
UCLA 1980 — 1985
Bachelor of Arts (BA), Communication Studies
BNY Mellon Wealth Management August 2008 - Present
Merrill Lynch November 2002 - June 2008
BMO Harris Private Banking August 2002 - December 2002
Morgan Stanley September 2000 - August 2002
Issachar July 1992 - August 2000
Skills
Investments, Start-ups, Risk Management, Management Consulting, Strategic Planning, Private Equity, Business Planning, Consulting, Insurance, Business Strategy, Process Improvement, Financial Modeling, Corporate Finance, Leadership, Team Building, Charitable Gift Planning, Trust Management, Estate Planning, Investment Advisory, Executive Management, Portfolio Management, Financial Analysis
Education
UCLA 1983 — 1985
Program in Business & Administration, Business Administration and Management, General
UCLA 1980 — 1985
Bachelor of Arts (BA), Communication Studies
Ling Tsang Ling Tsang's Morgan Stanley Experience June 2012 - July 2013
Job Senior Corporate Development & Strategic Planning Analyst at Hulu
Industry Financial Services
Experience
Hulu September 2013 - Present
Morgan Stanley June 2012 - July 2013
Morgan Stanley June 2011 - August 2011
Siemer & Associates December 2010 - March 2011
PwC June 2010 - August 2010
ExxonMobil June 2009 - August 2009
Education
University of California, Los Angeles 2007 — 2011
B.A., Business Economics, Accounting
Hulu September 2013 - Present
Morgan Stanley June 2012 - July 2013
Morgan Stanley June 2011 - August 2011
Siemer & Associates December 2010 - March 2011
PwC June 2010 - August 2010
ExxonMobil June 2009 - August 2009
Education
University of California, Los Angeles 2007 — 2011
B.A., Business Economics, Accounting
Hai Dang, MBA's Morgan Stanley Experience 1999 - 2002
Job
Industry Financial Services
Experience
Merrill Lynch August 2011 - Present
Bank of America Premier Banking & Investments 2002 - 2009
Zeon Securities 2002 - 2002
Morgan Stanley 1999 - 2002
WMA Securities, Inc 1996 - 1999
Skills
Relationship Management, Portfolio Management, Wealth Management, Banking, Business Development, Investment Strategies, Training, Leadership, Analysis, Customer Satisfaction, Business Analysis, Finance, Financial Analysis, Financial Planning, Management, Investments, Strategic Financial..., Team Building, Mortgage Lending
Education
University of California, Irvine - The Paul Merage School of Business
MBA
University of California, Los Angeles
BA
Merrill Lynch August 2011 - Present
Bank of America Premier Banking & Investments 2002 - 2009
Zeon Securities 2002 - 2002
Morgan Stanley 1999 - 2002
WMA Securities, Inc 1996 - 1999
Skills
Relationship Management, Portfolio Management, Wealth Management, Banking, Business Development, Investment Strategies, Training, Leadership, Analysis, Customer Satisfaction, Business Analysis, Finance, Financial Analysis, Financial Planning, Management, Investments, Strategic Financial..., Team Building, Mortgage Lending
Education
University of California, Irvine - The Paul Merage School of Business
MBA
University of California, Los Angeles
BA
Hugh Blake's Morgan Stanley Experience 1994 - 2003
Job Admissions Counselor (Sales) at Kennedy Western University
Industry Education Management
Experience
Kennedy Western University 2004 - Present
Morgan Stanley 1994 - 2003
Education
University of California, Los Angeles 1990 — 1994
Bachelor of Arts
Kennedy Western University 2004 - Present
Morgan Stanley 1994 - 2003
Education
University of California, Los Angeles 1990 — 1994
Bachelor of Arts
Jed Sunga's Morgan Stanley Experience AssociateRBC Wealth Management2001 - 2007
Job Senior Client Sales AssociateRegistered at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley AssociateRBC Wealth Management2001 - 2007
Education
University of California, Irvine 1993 — 1998
Morgan Stanley AssociateRBC Wealth Management2001 - 2007
Education
University of California, Irvine 1993 — 1998
Al Sadaghiani, CFP®'s Morgan Stanley Experience December 2001 - September 2005
Job Financial Advisor at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Financial AdvisorSmith BarneySeptember 2005 - June 2010
Morgan Stanley December 2001 - September 2005
Skills
CERTIFIED FINANCIAL...
Education
University of California, Los Angeles 1996 — 2001
J.P. Morgan Financial AdvisorSmith BarneySeptember 2005 - June 2010
Morgan Stanley December 2001 - September 2005
Skills
CERTIFIED FINANCIAL...
Education
University of California, Los Angeles 1996 — 2001
CYNTHIA BUSS's Morgan Stanley Experience 2007 - 2008
Job Financial Advisor at SchoolsFirst Federal Credit Union
Industry Financial Services
Experience
SchoolsFirst Federal Credit Union June 2008 - Present
CUNA Mutual Group 2008 - Present
Morgan Stanley 2007 - 2008
New Century Mortgage 1998 - 2007
Skills
Investments, Retirement Planning, Series 7, Securities, Equities, Mutual Funds, Portfolio Management, Wealth Management, Retirement, Estate Planning, Financial Services, Series 66, Strategic Financial..., 401k, Asset Allocation, Financial Planning
Education
University of California, Los Angeles 1995 — 1999
Bachelor of Arts (B.A.), Psychology
SchoolsFirst Federal Credit Union June 2008 - Present
CUNA Mutual Group 2008 - Present
Morgan Stanley 2007 - 2008
New Century Mortgage 1998 - 2007
Skills
Investments, Retirement Planning, Series 7, Securities, Equities, Mutual Funds, Portfolio Management, Wealth Management, Retirement, Estate Planning, Financial Services, Series 66, Strategic Financial..., 401k, Asset Allocation, Financial Planning
Education
University of California, Los Angeles 1995 — 1999
Bachelor of Arts (B.A.), Psychology
Kendrick Lo's Morgan Stanley Experience May 2011 - December 2013
Job Vice President, Head of Quality Assurance & AntiFraud at Commerzbank AG
Industry Banking
Experience
Commerzbank AG January 2015 - Present
Commerzbank AG December 2013 - December 2014
Morgan Stanley May 2011 - December 2013
Office of the Comptroller of the Currency January 2009 - May 2011
Department of Financial Institutions, State of California October 2006 - December 2008
Treasurer & Tax Collector, County of Los Angeles October 2005 - October 2006
Skills
AML, OFAC, Banking, Asset Management, Financial Services, Capital Markets, Finance, Anti Money Laundering
Education
University of California, Los Angeles 2004 — 2006
Certificate, Accounting
University of California, Los Angeles 1999 — 2003
BA, Economics
Commerzbank AG January 2015 - Present
Commerzbank AG December 2013 - December 2014
Morgan Stanley May 2011 - December 2013
Office of the Comptroller of the Currency January 2009 - May 2011
Department of Financial Institutions, State of California October 2006 - December 2008
Treasurer & Tax Collector, County of Los Angeles October 2005 - October 2006
Skills
AML, OFAC, Banking, Asset Management, Financial Services, Capital Markets, Finance, Anti Money Laundering
Education
University of California, Los Angeles 2004 — 2006
Certificate, Accounting
University of California, Los Angeles 1999 — 2003
BA, Economics
Michele Aronson's Morgan Stanley Experience February 2012 - September 2014
Job Senior Vice President at Douglas Emmett
Industry Financial Services
Experience
Douglas Emmett October 2014 - Present
Morgan Stanley February 2012 - September 2014
Morgan Stanley February 2003 - February 2012
Morgan Stanley June 2001 - February 2003
Paul, Hastings, Janofsky & Walker LLP October 1995 - September 2001
Douglas Emmett 1997 - 1999
Skills
Financial Modeling, Private Equity, Asset Management, Due Diligence, Investments, CMBS, Valuation, Financial Structuring, Capital Markets, Alternative Investments, Equities, Investment Banking, Real Estate, Structured Finance
Education
USC Gould School of Law 1992 — 1995
JD, Law
University of California, Los Angeles 1988 — 1992
Bachelor of Arts (B.A.), Political Science
Douglas Emmett October 2014 - Present
Morgan Stanley February 2012 - September 2014
Morgan Stanley February 2003 - February 2012
Morgan Stanley June 2001 - February 2003
Paul, Hastings, Janofsky & Walker LLP October 1995 - September 2001
Douglas Emmett 1997 - 1999
Skills
Financial Modeling, Private Equity, Asset Management, Due Diligence, Investments, CMBS, Valuation, Financial Structuring, Capital Markets, Alternative Investments, Equities, Investment Banking, Real Estate, Structured Finance
Education
USC Gould School of Law 1992 — 1995
JD, Law
University of California, Los Angeles 1988 — 1992
Bachelor of Arts (B.A.), Political Science
Josh Keller's Morgan Stanley Experience July 2002 - July 2003
Job COO at COR Sports Management
Industry Marketing and Advertising
Experience
COR Sports Management April 2015 - Present
11 Sports Media March 2009 - April 2015
Formation Sports & Media Marketing January 2005 - February 2009
Booz Allen Hamilton July 2003 - December 2004
Morgan Stanley July 2002 - July 2003
Major League Soccer January 1998 - February 2002
Skills
Sports, Sponsorship, Sports Marketing, Event Management, Social Media Marketing, Marketing, New Business Development, Social Media, Marketing Strategy, Event Planning, Strategic Partnerships, Strategic Planning, Account Management, Brand Development
Education
University of California, Los Angeles 1993 — 1997
COR Sports Management April 2015 - Present
11 Sports Media March 2009 - April 2015
Formation Sports & Media Marketing January 2005 - February 2009
Booz Allen Hamilton July 2003 - December 2004
Morgan Stanley July 2002 - July 2003
Major League Soccer January 1998 - February 2002
Skills
Sports, Sponsorship, Sports Marketing, Event Management, Social Media Marketing, Marketing, New Business Development, Social Media, Marketing Strategy, Event Planning, Strategic Partnerships, Strategic Planning, Account Management, Brand Development
Education
University of California, Los Angeles 1993 — 1997
Aeri Miller's Morgan Stanley Experience October 2009 - January 2011
Job Senior Accountant at Saints Capital
Industry Accounting
Experience
Saints Capital November 2011 - Present
Morgan Stanley October 2009 - January 2011
BDO Seidman, LLP August 2006 - April 2009
Skills
Internal Controls, Auditing, GAAP
Education
University of California, Los Angeles 2004 — 2006
Bachelor of Arts (BA), Business Economics
Saints Capital November 2011 - Present
Morgan Stanley October 2009 - January 2011
BDO Seidman, LLP August 2006 - April 2009
Skills
Internal Controls, Auditing, GAAP
Education
University of California, Los Angeles 2004 — 2006
Bachelor of Arts (BA), Business Economics
Cathy Levine's Morgan Stanley Experience 2000 - 2005
Job Project Manager
Industry Banking
Experience
TD Bank 2011 - Present
BarclayCard 2009 - 2011
Citigroup 2005 - 2008
Morgan Stanley 2000 - 2005
Skills
Business Analysis, SDLC, Project Management, Project Portfolio..., Program Management, SQL, Project Coordination, Microsoft SQL Server, Databases, Technical Writing, Technical Documentation, Performance Management
Education
University of California, Los Angeles 1990 — 1992
Bachelor of Science (BS), Environmental Science
TD Bank 2011 - Present
BarclayCard 2009 - 2011
Citigroup 2005 - 2008
Morgan Stanley 2000 - 2005
Skills
Business Analysis, SDLC, Project Management, Project Portfolio..., Program Management, SQL, Project Coordination, Microsoft SQL Server, Databases, Technical Writing, Technical Documentation, Performance Management
Education
University of California, Los Angeles 1990 — 1992
Bachelor of Science (BS), Environmental Science
Eric Wagner's Morgan Stanley Experience March 2007 - January 2009
Job Managing Director at Signal Hill Capital
Industry Investment Banking
Experience
Signal Hill Capital April 2013 - Present
Montgomery & Co., LLC September 2009 - April 2013
Morgan Stanley March 2007 - January 2009
Lehman Brothers June 1998 - March 2007
Skills
Analytics, Mergers, Mergers & Acquisitions, Valuation, Venture Capital, Corporate Development, Management, Strategy, Financial Analysis, Start-ups, Contract Negotiation, Private Equity, Information Technology, Due Diligence, Corporate Finance, Business Strategy, Financial Modeling, Investments
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Finance & Real Estate
University of California, Los Angeles 1989 — 1991
BA, Economics
Signal Hill Capital April 2013 - Present
Montgomery & Co., LLC September 2009 - April 2013
Morgan Stanley March 2007 - January 2009
Lehman Brothers June 1998 - March 2007
Skills
Analytics, Mergers, Mergers & Acquisitions, Valuation, Venture Capital, Corporate Development, Management, Strategy, Financial Analysis, Start-ups, Contract Negotiation, Private Equity, Information Technology, Due Diligence, Corporate Finance, Business Strategy, Financial Modeling, Investments
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Finance & Real Estate
University of California, Los Angeles 1989 — 1991
BA, Economics
Scott Bruckner's Morgan Stanley Experience 1997 - January 2007
Job Senior Managing Director at Macquarie Capital
Industry Financial Services
Experience
Macquarie Capital June 2015 - Present
Perella Weinberg Partners April 2007 - May 2015
Morgan Stanley 1997 - January 2007
Carnegie Endowment for International Peace 1995 - 1997
Skills
Investment Banking, Valuation, Private Equity, Corporate Finance, Mergers & Acquisitions, Due Diligence, Capital Markets, Hedge Funds, Equities, Venture Capital, Financial Modeling, Strategic Planning, Investments, Business Strategy, Emerging Markets, Corporate Development, Strategy, Communications..., Telecommunications, Wireless, M2M, Data Center, Internet of Things, Start-ups, Business Development
Education
University of California, Los Angeles 1984 — 1992
Ph.D, Political Science/Political Economy
Macquarie Capital June 2015 - Present
Perella Weinberg Partners April 2007 - May 2015
Morgan Stanley 1997 - January 2007
Carnegie Endowment for International Peace 1995 - 1997
Skills
Investment Banking, Valuation, Private Equity, Corporate Finance, Mergers & Acquisitions, Due Diligence, Capital Markets, Hedge Funds, Equities, Venture Capital, Financial Modeling, Strategic Planning, Investments, Business Strategy, Emerging Markets, Corporate Development, Strategy, Communications..., Telecommunications, Wireless, M2M, Data Center, Internet of Things, Start-ups, Business Development
Education
University of California, Los Angeles 1984 — 1992
Ph.D, Political Science/Political Economy
David Spector's Morgan Stanley Experience September 2006 - February 2008
Job Chief Investment Officer
Industry Financial Services
Experience
Penny Mac March 2008 - Present
Morgan Stanley September 2006 - February 2008
Countrywide Financial Corporation May 1990 - August 2006
CSFB January 1985 - April 1989
Education
University of California, Los Angeles 1980 — 1985
Penny Mac March 2008 - Present
Morgan Stanley September 2006 - February 2008
Countrywide Financial Corporation May 1990 - August 2006
CSFB January 1985 - April 1989
Education
University of California, Los Angeles 1980 — 1985
Matthew Ayers's Morgan Stanley Experience June 2006 - January 2008
Job Private Wealth Advisor at Deutsche Bank Asset & Wealth Management
Industry Investment Management
Experience
Deutsche Bank February 2010 - Present
Canterbury Consulting 2009 - 2009
YWAM Associates January 2008 - December 2008
Morgan Stanley June 2006 - January 2008
Skills
Capital Markets, Valuation, Investments, Hedge Funds, Financial Analysis, Financial Modeling, Equities, Fixed Income, Bloomberg, Alternative Investments, Investment Banking, Derivatives, Strategic Financial...
Education
University of California, Los Angeles 2003 — 2006
Bachelor of Science (B.S.), Economics
University of Cambridge 2005 — 2005
International Economics
Deutsche Bank February 2010 - Present
Canterbury Consulting 2009 - 2009
YWAM Associates January 2008 - December 2008
Morgan Stanley June 2006 - January 2008
Skills
Capital Markets, Valuation, Investments, Hedge Funds, Financial Analysis, Financial Modeling, Equities, Fixed Income, Bloomberg, Alternative Investments, Investment Banking, Derivatives, Strategic Financial...
Education
University of California, Los Angeles 2003 — 2006
Bachelor of Science (B.S.), Economics
University of Cambridge 2005 — 2005
International Economics
Sara Yu's Morgan Stanley Experience November 2006 - April 2008
Job Technical Recruiter at Facebook NY
Industry Internet
Experience
Facebook September 2014 - Present
Codecademy January 2013 - August 2014
Lab 8 Ventures September 2010 - January 2013
Mozilla Corporation June 2010 - September 2010
Ning April 2008 - April 2010
Morgan Stanley November 2006 - April 2008
Skills
Technical Recruiting, Sourcing, Start-ups, Social Networking, Hiring, Applicant Tracking..., Talent Acquisition, Internet Recruiting, College Recruiting, Team Leadership, Recruiting, User Experience, Management
Education
University of California, Los Angeles
BS, Molecular, Cellular, Developmental Biology & Public Health
Facebook September 2014 - Present
Codecademy January 2013 - August 2014
Lab 8 Ventures September 2010 - January 2013
Mozilla Corporation June 2010 - September 2010
Ning April 2008 - April 2010
Morgan Stanley November 2006 - April 2008
Skills
Technical Recruiting, Sourcing, Start-ups, Social Networking, Hiring, Applicant Tracking..., Talent Acquisition, Internet Recruiting, College Recruiting, Team Leadership, Recruiting, User Experience, Management
Education
University of California, Los Angeles
BS, Molecular, Cellular, Developmental Biology & Public Health
Noel Vales's Morgan Stanley Experience 2011 - 2013
Job Associate Commercial Real Estate Attorney at Pillsbury Winthrop Shaw Pittman LLP
Industry Law Practice
Experience
Pillsbury Winthrop Shaw Pittman LLP December 2014 - Present
Schulte Roth & Zabel LLP July 2013 - December 2014
Morgan Stanley 2011 - 2013
DLA Piper 2011 - 2011
Deutsche Bank 2009 - 2011
Thelen Reid Brown Raysman & Steiner LLP 2006 - 2008
Sonnenschein Nath & Rosenthal LLP 2004 - 2006
Nixon Peabody 1999 - 2004
Cadwalader, Wickersham & Taft LLP 1998 - 1999
Credit Suisse 1997 - 1998
Education
University of San Diego School of Law 1994 — 1997
JD, Law
University of California, Los Angeles
BA, Political Science
James Logan High School
Pillsbury Winthrop Shaw Pittman LLP December 2014 - Present
Schulte Roth & Zabel LLP July 2013 - December 2014
Morgan Stanley 2011 - 2013
DLA Piper 2011 - 2011
Deutsche Bank 2009 - 2011
Thelen Reid Brown Raysman & Steiner LLP 2006 - 2008
Sonnenschein Nath & Rosenthal LLP 2004 - 2006
Nixon Peabody 1999 - 2004
Cadwalader, Wickersham & Taft LLP 1998 - 1999
Credit Suisse 1997 - 1998
Education
University of San Diego School of Law 1994 — 1997
JD, Law
University of California, Los Angeles
BA, Political Science
James Logan High School
Peter Schlaus's Morgan Stanley Experience March 1995 - March 1996
Job VP, Reporting and Analytics, Bank of America
Industry Banking
Experience
Bank of America March 2005 - Present
Spring Global Mail September 1995 - July 2003
Morgan Stanley March 1995 - March 1996
Skills
Management, Business Analysis, Strategic Planning, Project Management, Cross-functional Team..., Business Process..., Budgets, Financial Analysis, Accounting, Economists, Business Development
Education
University of California, Los Angeles
Bachelor of Arts (B.A.), Economics
Bank of America March 2005 - Present
Spring Global Mail September 1995 - July 2003
Morgan Stanley March 1995 - March 1996
Skills
Management, Business Analysis, Strategic Planning, Project Management, Cross-functional Team..., Business Process..., Budgets, Financial Analysis, Accounting, Economists, Business Development
Education
University of California, Los Angeles
Bachelor of Arts (B.A.), Economics
Bryan Schofield's Morgan Stanley Experience August 2007 - November 2007
Job Content Services Analyst at Fisher Investments
Industry Investment Management
Experience
Fisher Investments January 2015 - Present
Fisher Investments September 2013 - January 2015
Fisher Investments November 2011 - September 2013
Fisher Investments April 2010 - November 2011
Phraseology February 2009 - October 2011
Kebirigo Community Resource Center June 2008 - August 2009
UCLA Call Center June 2007 - December 2007
Morgan Stanley August 2007 - November 2007
Velvet Hammer Music and Management April 2007 - August 2007
Skills
Competitive Analysis, Marketing, Management, Editing, Strategic Communications, Market Research, Data Analysis, Strategic Planning, Time Management, Financial Analysis
Education
University of California, Los Angeles 2005 — 2008
Bachelor of Arts, Economics, English
University of California, Los Angeles 2005 — 2008
Bachelor's degree, Economics
Fisher Investments January 2015 - Present
Fisher Investments September 2013 - January 2015
Fisher Investments November 2011 - September 2013
Fisher Investments April 2010 - November 2011
Phraseology February 2009 - October 2011
Kebirigo Community Resource Center June 2008 - August 2009
UCLA Call Center June 2007 - December 2007
Morgan Stanley August 2007 - November 2007
Velvet Hammer Music and Management April 2007 - August 2007
Skills
Competitive Analysis, Marketing, Management, Editing, Strategic Communications, Market Research, Data Analysis, Strategic Planning, Time Management, Financial Analysis
Education
University of California, Los Angeles 2005 — 2008
Bachelor of Arts, Economics, English
University of California, Los Angeles 2005 — 2008
Bachelor's degree, Economics
Andrew Trung Le, CFP®'s Morgan Stanley Experience December 1999 - November 2008
Job First Vice President Wealth Management, Wealth Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS November 2008 - Present
Morgan Stanley December 1999 - November 2008
Skills
Certified Financial..., Retirement Planning, College Education..., Employee Stock Options, Estate Planning, Multi-generational..., Life Insurance, Wealth Management..., Investment Strategies, Portfolio Optimization, Stock Market, Fixed Income Strategies, Tax Free Income, Philanthropy, Long-term Care, Retirement Plan...
Education
University of California, Los Angeles
BA, Business Economics
Cupertino High School
UBS November 2008 - Present
Morgan Stanley December 1999 - November 2008
Skills
Certified Financial..., Retirement Planning, College Education..., Employee Stock Options, Estate Planning, Multi-generational..., Life Insurance, Wealth Management..., Investment Strategies, Portfolio Optimization, Stock Market, Fixed Income Strategies, Tax Free Income, Philanthropy, Long-term Care, Retirement Plan...
Education
University of California, Los Angeles
BA, Business Economics
Cupertino High School
John Ye's Morgan Stanley Experience August 2009 - Present
Job RFE at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley August 2009 - Present
Monarch Bay Associates June 2008 - May 2009
Education
University of California, Irvine - The Paul Merage School of Business 2007 — 2009
Morgan Stanley August 2009 - Present
Monarch Bay Associates June 2008 - May 2009
Education
University of California, Irvine - The Paul Merage School of Business 2007 — 2009
Matt Herold's Morgan Stanley Experience May 2006 - May 2008
Job Technical Support Analyst III at First Republic Bank
Industry Information Technology and Services
Experience
First Republic Bank May 2013 - Present
Montgomery & Co., LLC May 2012 - May 2013
EveryNetwork July 2010 - May 2012
Wells Fargo January 2010 - July 2010
Silver Lake Partners May 2008 - December 2009
Morgan Stanley May 2006 - May 2008
Wells Fargo Bank October 2004 - May 2006
Bear Stearns March 2004 - October 2004
JP Morgan Chase & Co July 1999 - January 2004
Skills
Windows Server 2008, Tandberg, Backup Exec, Group Policy, VMware ESX, VMware, Windows 7, Active Directory, Windows Server 2003, Telepresence, vSphere, DHCP, Blackberry Enterprise..., Video Conferencing, Symantec Endpoint..., Windows XP Professional, Symantec Antivirus, Forefront, DNS, VMware Infrastructure, Virtualization, Audio Conferencing, TMS, Cisco, System Administration, Servers, WAN, Laptops, Blackberry, Deployment, Patch Management, VPN, Firewalls, Windows, XP, Wireless, SIP Trunking, ShoreTel, Terminal Server, Bloomberg Terminal, KACE, Market Data, Windows Server, Disaster Recovery, TCP/IP, SaaS, Cisco Call Manager, MXLogic, Terminal Services, Vendor Management
Education
Tandberg Certified Engineer 2010 — 2010
Unitek
MCP, Microsoft Server 2003
University of California, Irvine 1990 — 1994
Bachelor, Arts; Comparative Literature and Spanish Literature
First Republic Bank May 2013 - Present
Montgomery & Co., LLC May 2012 - May 2013
EveryNetwork July 2010 - May 2012
Wells Fargo January 2010 - July 2010
Silver Lake Partners May 2008 - December 2009
Morgan Stanley May 2006 - May 2008
Wells Fargo Bank October 2004 - May 2006
Bear Stearns March 2004 - October 2004
JP Morgan Chase & Co July 1999 - January 2004
Skills
Windows Server 2008, Tandberg, Backup Exec, Group Policy, VMware ESX, VMware, Windows 7, Active Directory, Windows Server 2003, Telepresence, vSphere, DHCP, Blackberry Enterprise..., Video Conferencing, Symantec Endpoint..., Windows XP Professional, Symantec Antivirus, Forefront, DNS, VMware Infrastructure, Virtualization, Audio Conferencing, TMS, Cisco, System Administration, Servers, WAN, Laptops, Blackberry, Deployment, Patch Management, VPN, Firewalls, Windows, XP, Wireless, SIP Trunking, ShoreTel, Terminal Server, Bloomberg Terminal, KACE, Market Data, Windows Server, Disaster Recovery, TCP/IP, SaaS, Cisco Call Manager, MXLogic, Terminal Services, Vendor Management
Education
Tandberg Certified Engineer 2010 — 2010
Unitek
MCP, Microsoft Server 2003
University of California, Irvine 1990 — 1994
Bachelor, Arts; Comparative Literature and Spanish Literature
Rouzbeh Ghafouri's Morgan Stanley Experience November 2009 - Present
Job c++ developer
Industry Computer Software
Experience
Bloomberg LP April 2014 - Present
Morgan Stanley November 2009 - Present
Education
University of California, Los Angeles 2003 — 2008
PhD, Physics
Bloomberg LP April 2014 - Present
Morgan Stanley November 2009 - Present
Education
University of California, Los Angeles 2003 — 2008
PhD, Physics
Craig Fogle's Morgan Stanley Experience August 2015 - Present
Job Quantitative at Morgan Stanley
Industry Research
Experience
Morgan Stanley August 2015 - Present
UCLA September 2008 - Present
University of Colorado at Boulder April 2006 - August 2008
University of Colorado at Boulder January 2006 - December 2006
University of Colorado at Boulder May 2004 - December 2004
Skills
Basic Programming, C++, C, Matlab, Mathematica, Word, Excel, PowerPoint, LaTeX, SPSS, Programming, Research, Microsoft Word, Mathematical Modeling, Microsoft Excel, Microsoft Office, Physics, Data Analysis
Education
UCLA 2008 — 2013
Ph.D, Physics
University of Colorado Boulder 2004 — 2008
B.S/B.S, Engineering Physics/Applied Mathematics
Morgan Stanley August 2015 - Present
UCLA September 2008 - Present
University of Colorado at Boulder April 2006 - August 2008
University of Colorado at Boulder January 2006 - December 2006
University of Colorado at Boulder May 2004 - December 2004
Skills
Basic Programming, C++, C, Matlab, Mathematica, Word, Excel, PowerPoint, LaTeX, SPSS, Programming, Research, Microsoft Word, Mathematical Modeling, Microsoft Excel, Microsoft Office, Physics, Data Analysis
Education
UCLA 2008 — 2013
Ph.D, Physics
University of Colorado Boulder 2004 — 2008
B.S/B.S, Engineering Physics/Applied Mathematics
Michele Aronson's Morgan Stanley Experience Vice President and CounselDouglas EmmettMay 1997 - September 1999
Job Executive Director at Morgan Stanley
Industry Capital Markets
Experience
Morgan Stanley Vice President and CounselDouglas EmmettMay 1997 - September 1999
Paul Hastings October 1995 - May 1997
Education
USC Gould School of Law 1992 — 1995
JD, Law
University of California, Los Angeles 1988 — 1992
BA, Political Science/Business Administration Specialization
Morgan Stanley Vice President and CounselDouglas EmmettMay 1997 - September 1999
Paul Hastings October 1995 - May 1997
Education
USC Gould School of Law 1992 — 1995
JD, Law
University of California, Los Angeles 1988 — 1992
BA, Political Science/Business Administration Specialization
Jeff Scofield's Morgan Stanley Experience 1991 - 2004
Job Regional Brokerage Manager, Senior Vice President at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors July 2015 - Present
US Trust January 2011 - June 2015
Wells Fargo Advisors 2007 - 2011
Banc of America Investment Services 2004 - 2007
Morgan Stanley 1991 - 2004
Skills
Asset Allocation, Securities, Alternative Investments, Investment Management, Mutual Funds, Asset Managment, 401k
Education
University of California, Los Angeles
BA, Political Science
University of California, Los Angeles
Wells Fargo Advisors July 2015 - Present
US Trust January 2011 - June 2015
Wells Fargo Advisors 2007 - 2011
Banc of America Investment Services 2004 - 2007
Morgan Stanley 1991 - 2004
Skills
Asset Allocation, Securities, Alternative Investments, Investment Management, Mutual Funds, Asset Managment, 401k
Education
University of California, Los Angeles
BA, Political Science
University of California, Los Angeles
Joyce Chow's Morgan Stanley Experience June 2007 - August 2007
Job Director of Project Strategy and Implementation at MidPen Housing
Industry Real Estate
Experience
MidPen Housing Corporation October 2014 - Present
MidPen Housing Corporation January 2010 - October 2014
MidPen Housing August 2009 - December 2009
Morgan Stanley June 2007 - August 2007
American Communities, LLC October 2003 - May 2006
Navigant Consulting August 2000 - March 2003
Skills
Due Diligence, Real Estate Development, Affordable Housing, Financial Modeling, Asset Management, Valuation, Real Estate, Financial Analysis, Nonprofits, Real Estate Economics, Property Management, Strategic Planning
Education
University of Pennsylvania 2006 — 2008
MBA
University of Pennsylvania - The Wharton School 2006 — 2008
Master of Business Administration (MBA)
University of California, Los Angeles 1995 — 1999
Bachelor's degree, Economics and Psychology
MidPen Housing Corporation October 2014 - Present
MidPen Housing Corporation January 2010 - October 2014
MidPen Housing August 2009 - December 2009
Morgan Stanley June 2007 - August 2007
American Communities, LLC October 2003 - May 2006
Navigant Consulting August 2000 - March 2003
Skills
Due Diligence, Real Estate Development, Affordable Housing, Financial Modeling, Asset Management, Valuation, Real Estate, Financial Analysis, Nonprofits, Real Estate Economics, Property Management, Strategic Planning
Education
University of Pennsylvania 2006 — 2008
MBA
University of Pennsylvania - The Wharton School 2006 — 2008
Master of Business Administration (MBA)
University of California, Los Angeles 1995 — 1999
Bachelor's degree, Economics and Psychology
Michael A. Sutherland Brown's Morgan Stanley Experience March 2009 - March 2011
Job Small Business Investor / Operator
Industry Venture Capital & Private Equity
Experience
All Type Electric April 2013 - Present
Coles Bay Capital LLC January 2013 - Present
Perella Weinberg Partners April 2011 - January 2013
Morgan Stanley March 2009 - March 2011
Morgan Stanley August 2007 - March 2009
Banc of America Securities June 2006 - August 2007
The Mercanti Group 2004 - 2005
Skills
Financial Modeling, Restructuring, Investment Banking, Mergers, Valuation, Equities, Private Equity, Corporate Finance, Leveraged Finance, Business Valuation, Mergers & Acquisitions, Corporate Development, Capital Markets, Venture Capital, Hedge Funds, LBO
Education
University of California, Los Angeles 2002 — 2006
B.A., Economics, minor in Political Science
Brentwood College School 1998 — 2002
All Type Electric April 2013 - Present
Coles Bay Capital LLC January 2013 - Present
Perella Weinberg Partners April 2011 - January 2013
Morgan Stanley March 2009 - March 2011
Morgan Stanley August 2007 - March 2009
Banc of America Securities June 2006 - August 2007
The Mercanti Group 2004 - 2005
Skills
Financial Modeling, Restructuring, Investment Banking, Mergers, Valuation, Equities, Private Equity, Corporate Finance, Leveraged Finance, Business Valuation, Mergers & Acquisitions, Corporate Development, Capital Markets, Venture Capital, Hedge Funds, LBO
Education
University of California, Los Angeles 2002 — 2006
B.A., Economics, minor in Political Science
Brentwood College School 1998 — 2002
Aaron Capan's Morgan Stanley Experience January 2005 - February 2008
Job Financial Advisor at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2008 - Present
Morgan Stanley January 2005 - February 2008
Skills
Retirement Planning, Series 7
Education
University of California, Los Angeles 1999 — 2004
Bachelor of Science, Mathematics/Economics
Wells Fargo Advisors, LLC February 2008 - Present
Morgan Stanley January 2005 - February 2008
Skills
Retirement Planning, Series 7
Education
University of California, Los Angeles 1999 — 2004
Bachelor of Science, Mathematics/Economics
Simrin Dhillon, Psy.D.'s Morgan Stanley Experience 2002 - 2004
Job Licensed Clinical Psychologist, PSY#24872
Industry Mental Health Care
Experience
Private Practice 2012 - Present
in Private Practice November 2008 - October 2009
Stanford University September 2008 - August 2009
Stanford University 2009 - 2009
Stanford University September 2007 - August 2008
Richmond Area Multi-Services, Inc. (RAMS) September 2006 - August 2007
Haight Ashbury Psychological Services September 2005 - August 2006
Haight Ashbury Psychological Services September 2005 - August 2006
East Bay Agency for Children: Therapeutic Nursery School September 2004 - August 2005
Morgan Stanley 2002 - 2004
Skills
Psychotherapy, Couples Counseling, Individual Therapy, Anxiety Disorders, Depression, CBT, Psychodynamic..., Mental Health, Stress Management, Therapists, Life Transitions, Conflict Resolution, Adults, Post Traumatic Stress, Grief Counseling, Stress, Crisis Intervention, Case Managment, Treatment, Psychological Assessment, Postpartum Issues, Trauma, Parenting Support, Eating & Body Issues
Education
AIU, California School of Professional Psychology, San Francisco 2004 — 2008
Psy.D, Clinical Psychology
California School of Professional Psychology San Francisco, CA 2004 — 2006
Master of Science, Clinical Psychology
UCLA 2003 — 2004
Psychology Coursework, Clinical Psychology
New York University, Stern School of Business 1995 — 1999
B.S., Finance & Marketing
Private Practice 2012 - Present
in Private Practice November 2008 - October 2009
Stanford University September 2008 - August 2009
Stanford University 2009 - 2009
Stanford University September 2007 - August 2008
Richmond Area Multi-Services, Inc. (RAMS) September 2006 - August 2007
Haight Ashbury Psychological Services September 2005 - August 2006
Haight Ashbury Psychological Services September 2005 - August 2006
East Bay Agency for Children: Therapeutic Nursery School September 2004 - August 2005
Morgan Stanley 2002 - 2004
Skills
Psychotherapy, Couples Counseling, Individual Therapy, Anxiety Disorders, Depression, CBT, Psychodynamic..., Mental Health, Stress Management, Therapists, Life Transitions, Conflict Resolution, Adults, Post Traumatic Stress, Grief Counseling, Stress, Crisis Intervention, Case Managment, Treatment, Psychological Assessment, Postpartum Issues, Trauma, Parenting Support, Eating & Body Issues
Education
AIU, California School of Professional Psychology, San Francisco 2004 — 2008
Psy.D, Clinical Psychology
California School of Professional Psychology San Francisco, CA 2004 — 2006
Master of Science, Clinical Psychology
UCLA 2003 — 2004
Psychology Coursework, Clinical Psychology
New York University, Stern School of Business 1995 — 1999
B.S., Finance & Marketing
Pamela Finkel's Morgan Stanley Experience 2006 - 2008
Job Insurance Agent at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group October 2009 - Present
Mass Mutual October 2009 - June 2011
Morgan Stanley 2006 - 2008
Nichols Research Corporation 1991 - 1996
Skills
Estate Planning, Wealth
Education
University of California, Los Angeles 1979 — 1983
BA, English
NYU, Western Washington University
MassMutual Financial Group October 2009 - Present
Mass Mutual October 2009 - June 2011
Morgan Stanley 2006 - 2008
Nichols Research Corporation 1991 - 1996
Skills
Estate Planning, Wealth
Education
University of California, Los Angeles 1979 — 1983
BA, English
NYU, Western Washington University
Terry Luh's Morgan Stanley Experience September 2005 - March 2006
Job Underwriter at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase August 2012 - Present
Wells Fargo Capital Finance June 2011 - June 2012
Wells Fargo Capital Finance June 2007 - June 2011
Globalview Advisors November 2005 - May 2007
Morgan Stanley September 2005 - March 2006
Education
University of California, Irvine 2002 — 2006
BA, Economics & Management
JPMorgan Chase August 2012 - Present
Wells Fargo Capital Finance June 2011 - June 2012
Wells Fargo Capital Finance June 2007 - June 2011
Globalview Advisors November 2005 - May 2007
Morgan Stanley September 2005 - March 2006
Education
University of California, Irvine 2002 — 2006
BA, Economics & Management
Bernard Willers's Morgan Stanley Experience October 2013 - Present
Job Stat arb quant
Industry Financial Services
Experience
Morgan Stanley October 2013 - Present
Morgan Stanley June 2012 - August 2012
Education
University of California, Los Angeles 2008 — 2013
Doctor of Philosophy (PhD), Physics
University of Cape Town 2007 — 2008
MSc, Theoretical Physics
University of Cape Town 2006 — 2006
BSc(Hons), Theoretical Physics
University of Pretoria/Universiteit van Pretoria 2003 — 2005
BSc, Physics & Computer Science
Morgan Stanley October 2013 - Present
Morgan Stanley June 2012 - August 2012
Education
University of California, Los Angeles 2008 — 2013
Doctor of Philosophy (PhD), Physics
University of Cape Town 2007 — 2008
MSc, Theoretical Physics
University of Cape Town 2006 — 2006
BSc(Hons), Theoretical Physics
University of Pretoria/Universiteit van Pretoria 2003 — 2005
BSc, Physics & Computer Science
Robert Rathmann's Morgan Stanley Experience August 2010 - June 2012
Job IT Expert at Moana Software
Industry Information Technology and Services
Experience
Moana Software September 2001 - Present
Sun City Software Kft. December 2009 - Present
Morgan Stanley August 2010 - June 2012
Accor Services August 2004 - February 2008
Giraud International - Hungary February 1992 - December 2002
Skills
ASP.NET, C#, Microsoft SQL Server, DotNetNuke, Microsoft SQL, Web Design, Website Development, Database Design, Microsoft Technologies, Windows Phone, iPhone Application..., SharePoint, iOS Development, Web Services, Web Applications, Access
Education
UCLA 2008 — 2009
Certification Program, Computer Science
Számalk, Budapest 1988 — 1990
Master Level, Computer Science, A+
Moana Software September 2001 - Present
Sun City Software Kft. December 2009 - Present
Morgan Stanley August 2010 - June 2012
Accor Services August 2004 - February 2008
Giraud International - Hungary February 1992 - December 2002
Skills
ASP.NET, C#, Microsoft SQL Server, DotNetNuke, Microsoft SQL, Web Design, Website Development, Database Design, Microsoft Technologies, Windows Phone, iPhone Application..., SharePoint, iOS Development, Web Services, Web Applications, Access
Education
UCLA 2008 — 2009
Certification Program, Computer Science
Számalk, Budapest 1988 — 1990
Master Level, Computer Science, A+
Kanya Heng's Morgan Stanley Experience August 2008 - June 2009
Job Senior Marketing Analyst at iCrossing
Industry Marketing and Advertising
Experience
iCrossing September 2014 - Present
Saatchi & Saatchi LA December 2013 - September 2014
Saatchi & Saatchi LA April 2012 - December 2013
UC Irvine September 2010 - March 2012
UC Santa Barbara August 2009 - April 2010
Morgan Stanley August 2008 - June 2009
Skills
Stata, Research, Economics, Statistics, Social Media, Microsoft Excel, Data Analysis, Social Media Marketing, Online Advertising, PowerPoint, Digital Marketing, Advertising, PPC, Social Networking, Facebook, Analytics, Integrated Marketing, Marketing Research, Digital Media, Google Analytics, Google Adwords, SEM
Education
University of California, Irvine 2010 — 2012
M.A., Economics
University of California, Santa Barbara 2005 — 2009
B.A., Economics-Mathematics, History
iCrossing September 2014 - Present
Saatchi & Saatchi LA December 2013 - September 2014
Saatchi & Saatchi LA April 2012 - December 2013
UC Irvine September 2010 - March 2012
UC Santa Barbara August 2009 - April 2010
Morgan Stanley August 2008 - June 2009
Skills
Stata, Research, Economics, Statistics, Social Media, Microsoft Excel, Data Analysis, Social Media Marketing, Online Advertising, PowerPoint, Digital Marketing, Advertising, PPC, Social Networking, Facebook, Analytics, Integrated Marketing, Marketing Research, Digital Media, Google Analytics, Google Adwords, SEM
Education
University of California, Irvine 2010 — 2012
M.A., Economics
University of California, Santa Barbara 2005 — 2009
B.A., Economics-Mathematics, History
Sam 'JR' Sinai's Morgan Stanley Experience 2001 - 2003
Job CEO and Cofounder at Deco Lighting
Industry Semiconductors
Experience
Deco Lighting August 2005 - Present
Morgan Stanley 2001 - 2003
Skills
Energy Efficiency, Competitive Analysis, Financial Modeling, Venture Capital, Analysis, Product Development, Valuation, Lighting, Strategy, Start-ups, Solar Energy, Market Analysis, Contract Negotiation, Renewable Energy, Manufacturing, Energy Management, Energy, Energy Conservation, New Business Development, Energy Audits, Lighting Control, Photovoltaics
Education
UCLA Anderson School of Management
University of California, Los Angeles
Bacholor's Degree, Business Economics
Deco Lighting August 2005 - Present
Morgan Stanley 2001 - 2003
Skills
Energy Efficiency, Competitive Analysis, Financial Modeling, Venture Capital, Analysis, Product Development, Valuation, Lighting, Strategy, Start-ups, Solar Energy, Market Analysis, Contract Negotiation, Renewable Energy, Manufacturing, Energy Management, Energy, Energy Conservation, New Business Development, Energy Audits, Lighting Control, Photovoltaics
Education
UCLA Anderson School of Management
University of California, Los Angeles
Bacholor's Degree, Business Economics
Brian Sigler's Morgan Stanley Experience 2009 - 2013
Job Investor Relations at RealtyMogul.com
Industry Financial Services
Experience
RealtyMogul.com 2015 - Present
Barclays Wealth and Investment Management, Americas 2013 - 2015
Morgan Stanley 2009 - 2013
Lehman Brothers 2008 - 2008
Strada Capital Corporation 2004 - 2007
Balboa Capital 2003 - 2004
Education
University of Southern California - Marshall School of Business 2007 — 2009
MBA, Valuation & Financial Analysis, Entrepreneurship
University of California, Los Angeles 1999 — 2003
BA, Business Economics, Minor: Accounting
Sunny Hills High School 1995 — 1999
RealtyMogul.com 2015 - Present
Barclays Wealth and Investment Management, Americas 2013 - 2015
Morgan Stanley 2009 - 2013
Lehman Brothers 2008 - 2008
Strada Capital Corporation 2004 - 2007
Balboa Capital 2003 - 2004
Education
University of Southern California - Marshall School of Business 2007 — 2009
MBA, Valuation & Financial Analysis, Entrepreneurship
University of California, Los Angeles 1999 — 2003
BA, Business Economics, Minor: Accounting
Sunny Hills High School 1995 — 1999
Elizabeth Beas's Morgan Stanley Experience September 2006 - January 2007
Job Experienced Nonprofit Development Professional with Marketing and Communications Background
Industry Nonprofit Organization Management
Experience
United Cerebral Palsy of Orange County July 2014 - Present
United Cerebral Palsy of Orange County July 2013 - June 2014
Journey School October 2012 - February 2013
JSerra Catholic High School February 2007 - June 2012
Morgan Stanley September 2006 - January 2007
Fox Broadcasting Company January 2006 - June 2006
Busch Firm January 2004 - June 2006
University of Southern California May 2005 - May 2006
Skills
Social Media, Event Planning, Public Relations, Fundraising, Non-profits, Social Networking, Event Management, Media Relations, Press Releases, Research, Editing, Marketing Communications, Community Outreach, Facebook, Nonprofits, Leadership
Education
UC Irvine 2010 — 2011
Certificate, Marketing
University of Southern California 2003 — 2006
BA, Communication, Political Science
United Cerebral Palsy of Orange County July 2014 - Present
United Cerebral Palsy of Orange County July 2013 - June 2014
Journey School October 2012 - February 2013
JSerra Catholic High School February 2007 - June 2012
Morgan Stanley September 2006 - January 2007
Fox Broadcasting Company January 2006 - June 2006
Busch Firm January 2004 - June 2006
University of Southern California May 2005 - May 2006
Skills
Social Media, Event Planning, Public Relations, Fundraising, Non-profits, Social Networking, Event Management, Media Relations, Press Releases, Research, Editing, Marketing Communications, Community Outreach, Facebook, Nonprofits, Leadership
Education
UC Irvine 2010 — 2011
Certificate, Marketing
University of Southern California 2003 — 2006
BA, Communication, Political Science
Jerry Huang's Morgan Stanley Experience July 2009 - August 2011
Job Senior Director, Financial Analytics & Business Development at 99 Cents Only Stores
Industry
Experience
99 Cents Only Stores June 2014 - Present
Ares Management August 2011 - June 2014
Morgan Stanley July 2009 - August 2011
Accenture June 2007 - August 2007
Honeywell June 2006 - September 2006
Education
University of California, Los Angeles 2004 — 2008
BS, BA, Aerospace Engineering, Business Economics
99 Cents Only Stores June 2014 - Present
Ares Management August 2011 - June 2014
Morgan Stanley July 2009 - August 2011
Accenture June 2007 - August 2007
Honeywell June 2006 - September 2006
Education
University of California, Los Angeles 2004 — 2008
BS, BA, Aerospace Engineering, Business Economics
Nicholas Rose's Morgan Stanley Experience October 2011 - June 2012
Job Analyst at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse October 2014 - Present
Natixis June 2013 - October 2014
Morgan Stanley October 2011 - June 2012
Bank of America Merrill Lynch June 2011 - September 2011
Education
University of California, Los Angeles 2008 — 2012
Bachelor's Degree, Political Science
St. Ignatius College Preparatory 2004 — 2008
High School
Investment Banking Institute 2012 — 2012
Financial Modeling & Valuation
Credit Suisse October 2014 - Present
Natixis June 2013 - October 2014
Morgan Stanley October 2011 - June 2012
Bank of America Merrill Lynch June 2011 - September 2011
Education
University of California, Los Angeles 2008 — 2012
Bachelor's Degree, Political Science
St. Ignatius College Preparatory 2004 — 2008
High School
Investment Banking Institute 2012 — 2012
Financial Modeling & Valuation
Lilla Zhu's Morgan Stanley Experience September 2009 - September 2012
Job CIMA, CAIA
Industry Investment Management
Experience
Merrill Lynch September 2012 - Present
Morgan Stanley September 2009 - September 2012
ARES Capital Group, Inc. July 2009 - August 2009
US Securities and Exchange Commission April 2009 - June 2009
J.P. Morgan August 2006 - August 2008
Credit Suisse October 2004 - January 2005
Skills
Hedge Funds, Alternative Investments, Asset Management, Investments, Asset Allocation, Investment Banking, Mutual Funds, Wealth Management..., Investment Strategies, Wealth Management, Bloomberg, High Net Worth..., Analysis, Series 63, Series 7, Investment Advisory, Investment Management, ETFs, Private Banking, Strategic Financial..., Retirement Planning, Portfolio Management, Private Equity, Due Diligence, Securities, Equity Research, Bonds, Options, Trading, Financial Advisory
Education
University of California, Los Angeles 2009 — 2009
Graduate Certificate, Paralegal - Litigation/Corporations
New York University - Leonard N. Stern School of Business 2002 — 2006
B.S., Finance
Benjamin N. Cardozo HS 1999 — 2002
HS
Greater Grace International School 1993 — 1999
Merrill Lynch September 2012 - Present
Morgan Stanley September 2009 - September 2012
ARES Capital Group, Inc. July 2009 - August 2009
US Securities and Exchange Commission April 2009 - June 2009
J.P. Morgan August 2006 - August 2008
Credit Suisse October 2004 - January 2005
Skills
Hedge Funds, Alternative Investments, Asset Management, Investments, Asset Allocation, Investment Banking, Mutual Funds, Wealth Management..., Investment Strategies, Wealth Management, Bloomberg, High Net Worth..., Analysis, Series 63, Series 7, Investment Advisory, Investment Management, ETFs, Private Banking, Strategic Financial..., Retirement Planning, Portfolio Management, Private Equity, Due Diligence, Securities, Equity Research, Bonds, Options, Trading, Financial Advisory
Education
University of California, Los Angeles 2009 — 2009
Graduate Certificate, Paralegal - Litigation/Corporations
New York University - Leonard N. Stern School of Business 2002 — 2006
B.S., Finance
Benjamin N. Cardozo HS 1999 — 2002
HS
Greater Grace International School 1993 — 1999
Lanis Webb's Morgan Stanley Experience January 2000 - May 2009
Job Financial Advisor
Industry Financial Services
Experience
G. A. Repple & Company May 2012 - Present
Newport Advisory, LLC June 2011 - May 2012
Strongtower Financial May 2009 - June 2011
Morgan Stanley January 2000 - May 2009
Education
UCI 1988 — 1993
G. A. Repple & Company May 2012 - Present
Newport Advisory, LLC June 2011 - May 2012
Strongtower Financial May 2009 - June 2011
Morgan Stanley January 2000 - May 2009
Education
UCI 1988 — 1993
Denise Sheffield's Morgan Stanley Experience July 2007 - July 2008
Job Former Finance Manager, currently a stayathome mom
Industry Accounting
Experience
Empyrean Capital May 2012 - December 2013
Sequoia Capital May 2010 - May 2012
PricewaterhouseCoopers September 2008 - May 2010
Morgan Stanley July 2007 - July 2008
Education
University of California, Los Angeles 2003 — 2007
BA, Business Economics
Empyrean Capital May 2012 - December 2013
Sequoia Capital May 2010 - May 2012
PricewaterhouseCoopers September 2008 - May 2010
Morgan Stanley July 2007 - July 2008
Education
University of California, Los Angeles 2003 — 2007
BA, Business Economics
Felicia Chen's Morgan Stanley Experience August 2004 - September 2004
Job Manager FP&A at Time Warner Inc.
Industry Entertainment
Experience
Time Warner Inc. October 2010 - Present
KPMG September 2007 - October 2010
UCLA Computer Store January 2004 - August 2007
GLWG, Inc. September 2005 - May 2006
Morgan Stanley August 2004 - September 2004
Education
University of California, Los Angeles 2003 — 2007
Bachelor's Degree, Business Economics, Accounting Minor
Time Warner Inc. October 2010 - Present
KPMG September 2007 - October 2010
UCLA Computer Store January 2004 - August 2007
GLWG, Inc. September 2005 - May 2006
Morgan Stanley August 2004 - September 2004
Education
University of California, Los Angeles 2003 — 2007
Bachelor's Degree, Business Economics, Accounting Minor
James Scilacci's Morgan Stanley Experience June 2014 - Present
Job Associate at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2014 - Present
RBC Capital Markets July 2012 - May 2014
Credit Suisse July 2010 - July 2012
Western Asset Management June 2009 - August 2009
Skills
Financial Modeling, Valuation, Corporate Finance, Mergers, Renewable Energy, Leveraged Finance, Utilities, Power, Investments, Mergers & Acquisitions, Project Finance, Equities, Investment Banking, Analysis, Capital Markets, Bloomberg, Finance
Education
University of California, Los Angeles 2006 — 2010
Bachelor of Arts, Economics
Morgan Stanley June 2014 - Present
RBC Capital Markets July 2012 - May 2014
Credit Suisse July 2010 - July 2012
Western Asset Management June 2009 - August 2009
Skills
Financial Modeling, Valuation, Corporate Finance, Mergers, Renewable Energy, Leveraged Finance, Utilities, Power, Investments, Mergers & Acquisitions, Project Finance, Equities, Investment Banking, Analysis, Capital Markets, Bloomberg, Finance
Education
University of California, Los Angeles 2006 — 2010
Bachelor of Arts, Economics
Austin Liu's Morgan Stanley Experience June 2012 - Present
Job Consulting Group Analyst at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley June 2012 - Present
M.L Stern September 2010 - June 2012
American Private Equity 2009 - 2010
Skills
Fixed Income, Trading, Hedge Funds, Fundamental Analysis, Valuation, Financial Modeling, Mergers, Analysis, Market Research, Business Strategy, Investments, Bloomberg, Microsoft Excel, Portfolio Management, Access, Zephyr, PSN, Series 63, Financial Analysis
Education
University of California, Los Angeles 2006 — 2010
BA, Economics
Morgan Stanley June 2012 - Present
M.L Stern September 2010 - June 2012
American Private Equity 2009 - 2010
Skills
Fixed Income, Trading, Hedge Funds, Fundamental Analysis, Valuation, Financial Modeling, Mergers, Analysis, Market Research, Business Strategy, Investments, Bloomberg, Microsoft Excel, Portfolio Management, Access, Zephyr, PSN, Series 63, Financial Analysis
Education
University of California, Los Angeles 2006 — 2010
BA, Economics
Steve Pun's Morgan Stanley Experience June 2012 - May 2014
Job Software Development Engineer at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank July 2015 - Present
Portware June 2014 - July 2015
Morgan Stanley June 2012 - May 2014
FDM Group July 2011 - May 2012
Skills
Java, Unix, SQL, Unix Shell Scripting, C++, Matlab, R, JUnit, Spring, REST, SOAP, Equity Derivatives, Excel, SDLC, Actuarial Exams, RDBMS, Distributed Databases, Scala, Eclipse, SOA, Object Oriented Design, Design Patterns, Multithreading, IntelliJ IDEA, Stored Procedures, Functional Programming, JDBC, Message Oriented..., Mockito, JBehave, Agile Methodologies, Scrum, Test Driven Development, BDD, Build Automation, Version Control, JIRA, Continuous Integration, OTC, Exotic Derivatives, Structured Products, Front Office Development, Front Office Trading..., Straight Through..., Execution Management..., Electronic Trading, FIX, Production Support, Release Management, Business Acumen
Education
University of California, Los Angeles 2008 — 2010
BS, Electrical Engineering
Deutsche Bank July 2015 - Present
Portware June 2014 - July 2015
Morgan Stanley June 2012 - May 2014
FDM Group July 2011 - May 2012
Skills
Java, Unix, SQL, Unix Shell Scripting, C++, Matlab, R, JUnit, Spring, REST, SOAP, Equity Derivatives, Excel, SDLC, Actuarial Exams, RDBMS, Distributed Databases, Scala, Eclipse, SOA, Object Oriented Design, Design Patterns, Multithreading, IntelliJ IDEA, Stored Procedures, Functional Programming, JDBC, Message Oriented..., Mockito, JBehave, Agile Methodologies, Scrum, Test Driven Development, BDD, Build Automation, Version Control, JIRA, Continuous Integration, OTC, Exotic Derivatives, Structured Products, Front Office Development, Front Office Trading..., Straight Through..., Execution Management..., Electronic Trading, FIX, Production Support, Release Management, Business Acumen
Education
University of California, Los Angeles 2008 — 2010
BS, Electrical Engineering
Ginny Chien's Morgan Stanley Experience February 2001 - August 2003
Job Business Administrator @ Don Jagoda Asscociates
Industry Marketing and Advertising
Experience
PAWS LA September 2009 - Present
Don Jagoda Associates November 2006 - Present
Professional Employment Agencies August 2003 - November 2006
Morgan Stanley February 2001 - August 2003
Skills
Event Planning, Office Management, Purchasing, Billing, Accounts Payables, Accounts Receivable, Public Speaking, Assisting
Education
University of California, Irvine 1993 — 1997
Bachelor's, Psychology
PAWS LA September 2009 - Present
Don Jagoda Associates November 2006 - Present
Professional Employment Agencies August 2003 - November 2006
Morgan Stanley February 2001 - August 2003
Skills
Event Planning, Office Management, Purchasing, Billing, Accounts Payables, Accounts Receivable, Public Speaking, Assisting
Education
University of California, Irvine 1993 — 1997
Bachelor's, Psychology
Che ( Jay ) M. Tsai, CFA's Morgan Stanley Experience September 1999 - December 2004
Job retired
Industry Investment Management
Experience
JM Tsai Asset Management September 2010 - Present
CFALA - USC Marshall Business School April 2009 - April 2013
JM Tsai Asset Management January 2005 - September 2010
CFA Society of Orange County May 2005 - May 2006
CFA Society of Orange County January 2002 - May 2005
Morgan Stanley September 1999 - December 2004
Lehman Brothers September 1998 - August 1999
First New York LLC June 1997 - September 1998
Education
Yale University - Yale School of Management 1996 — 1998
MBA, Financial Engineering
University of California, Los Angeles
Computer Science and Engineering
JM Tsai Asset Management September 2010 - Present
CFALA - USC Marshall Business School April 2009 - April 2013
JM Tsai Asset Management January 2005 - September 2010
CFA Society of Orange County May 2005 - May 2006
CFA Society of Orange County January 2002 - May 2005
Morgan Stanley September 1999 - December 2004
Lehman Brothers September 1998 - August 1999
First New York LLC June 1997 - September 1998
Education
Yale University - Yale School of Management 1996 — 1998
MBA, Financial Engineering
University of California, Los Angeles
Computer Science and Engineering
Andrea Drexelius's Morgan Stanley Experience June 1988 - September 1991
Job
Industry Investment Management
Experience
MAP Alternative Asset Management Company, LLC August 2011 - Present
The Rockefeller Group January 2005 - January 2008
Rockefeller & Co., Inc. September 1991 - January 1995
Morgan Stanley June 1988 - September 1991
Education
UCLA 1984 — 1988
B.A., Economics
MAP Alternative Asset Management Company, LLC August 2011 - Present
The Rockefeller Group January 2005 - January 2008
Rockefeller & Co., Inc. September 1991 - January 1995
Morgan Stanley June 1988 - September 1991
Education
UCLA 1984 — 1988
B.A., Economics
Howard Choy's Morgan Stanley Experience January 2000 - January 2002
Job Experienced project & strategy leader delivering client service and operational solutions for asset management platforms
Industry Investment Management
Experience
AssetMark January 2010 - Present
Genworth Financial Wealth Management January 2006 - January 2010
AssetMark Investment Services, Inc. January 2002 - January 2006
Morgan Stanley January 2000 - January 2002
Skills
Wealth Management, Strategy, Investments, Asset Managment, Financial Services, Series 63, Process Improvement, Series 7, Salesforce.com, Mutual Funds, Project Management, Securities, Portfolio Management, Asset Management
Education
University of California, Irvine
B.A, Economics
AssetMark January 2010 - Present
Genworth Financial Wealth Management January 2006 - January 2010
AssetMark Investment Services, Inc. January 2002 - January 2006
Morgan Stanley January 2000 - January 2002
Skills
Wealth Management, Strategy, Investments, Asset Managment, Financial Services, Series 63, Process Improvement, Series 7, Salesforce.com, Mutual Funds, Project Management, Securities, Portfolio Management, Asset Management
Education
University of California, Irvine
B.A, Economics
Christian Qicheng Cao's Morgan Stanley Experience July 2013 - July 2013
Job Analyst at Analysis Group
Industry Management Consulting
Experience
Analysis Group August 2015 - Present
J.P. Morgan June 2014 - August 2014
Marina Capital Partners February 2014 - June 2014
Morgan Stanley July 2013 - July 2013
EY July 2012 - August 2012
GroupM June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Investment Banking, Research, Microsoft Office, Data Analysis, Microsoft Word
Education
UCLA 2011 — 2015
Bachelor of Science (BSc), Mathematics/Economics
Fuxing
Analysis Group August 2015 - Present
J.P. Morgan June 2014 - August 2014
Marina Capital Partners February 2014 - June 2014
Morgan Stanley July 2013 - July 2013
EY July 2012 - August 2012
GroupM June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Investment Banking, Research, Microsoft Office, Data Analysis, Microsoft Word
Education
UCLA 2011 — 2015
Bachelor of Science (BSc), Mathematics/Economics
Fuxing
Tom Vondran's Morgan Stanley Experience March 2001 - September 2002
Job Financial Services Sales Professional
Industry Financial Services
Experience
D.A. Davidson & Co. / McGladrey Capital Markets November 2004 - April 2013
American Home Equity September 2002 - October 2004
Morgan Stanley March 2001 - September 2002
Wells Fargo Financial August 1991 - February 2001
Skills
Sales, Investments, Finance, Mergers & Acquisitions, Financial Services, Portfolio Management
Education
University of California, Irvine
Bachelor of Arts (B.A.), Psychology
D.A. Davidson & Co. / McGladrey Capital Markets November 2004 - April 2013
American Home Equity September 2002 - October 2004
Morgan Stanley March 2001 - September 2002
Wells Fargo Financial August 1991 - February 2001
Skills
Sales, Investments, Finance, Mergers & Acquisitions, Financial Services, Portfolio Management
Education
University of California, Irvine
Bachelor of Arts (B.A.), Psychology
Victoria Salvia (Bonura)'s Morgan Stanley Experience March 2008 - July 2015
Job Salvia Productions
Industry Media Production
Experience
Morgan Stanley March 2008 - July 2015
Skills
Fixed Income, Portfolio Management, Equities, Hedge Funds, Series 7, Series 63, Social Media, Event Planning, Entrepreneurship, Leadership
Education
University of California, Los Angeles
Morgan Stanley March 2008 - July 2015
Skills
Fixed Income, Portfolio Management, Equities, Hedge Funds, Series 7, Series 63, Social Media, Event Planning, Entrepreneurship, Leadership
Education
University of California, Los Angeles
Deborah Key's Morgan Stanley Experience July 1987 - July 1988
Job Senior Vice President/Wealth Advisor at UBS
Industry Financial Services
Experience
UBS March 2001 - Present
Merrill Lynch April 1989 - March 2001
Credit Suisse January 1988 - April 1989
Morgan Stanley July 1987 - July 1988
Skills
Wealth Management, Asset Allocation, Retirement Planning, Series 7, Investment Advisory, Wealth Management..., Investment Strategies, Estate Planning, Wealth, Investments, Financial Advisory, Strategic Financial..., Portfolio Management, Private Banking, Asset Management, High Net Worth...
Education
University of California, Los Angeles
UBS March 2001 - Present
Merrill Lynch April 1989 - March 2001
Credit Suisse January 1988 - April 1989
Morgan Stanley July 1987 - July 1988
Skills
Wealth Management, Asset Allocation, Retirement Planning, Series 7, Investment Advisory, Wealth Management..., Investment Strategies, Estate Planning, Wealth, Investments, Financial Advisory, Strategic Financial..., Portfolio Management, Private Banking, Asset Management, High Net Worth...
Education
University of California, Los Angeles
Kate Gallego's Morgan Stanley Experience June 2011 - Present
Job Senior Registered Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2011 - Present
Merrill Lynch March 2008 - June 2011
Skills
Investments
Education
University of California, Los Angeles 2000 — 2004
Bachelor of Arts (B.A.), Political Science and German
Oak Park and River Forest High School 1996 — 2000
Morgan Stanley June 2011 - Present
Merrill Lynch March 2008 - June 2011
Skills
Investments
Education
University of California, Los Angeles 2000 — 2004
Bachelor of Arts (B.A.), Political Science and German
Oak Park and River Forest High School 1996 — 2000
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS