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
Jason C. Roberts, Esq., AIFA® Jason C. Roberts, Esq., AIFA®'s Morgan Stanley Experience May 1998 - August 1998
Job Chief Executive Officer Pension Resource Institute
Industry Financial Services
Experience
Pension Resource Institute December 2010 - Present
Retirement Law Group January 2012 - Present
Reish & Reicher January 2009 - December 2010
Edgerton & Weaver, LLP January 2004 - January 2008
Orrick, Herrington & Sutcliffe LLP May 2002 - August 2002
United States Courts May 2001 - September 2001
Maritz Travel Company 1999 - 2001
Morgan Stanley May 1998 - August 1998
Skills
ERISA, FINRA, 401k, Investments, Retirement, Employee Benefits, Pensions, Securities Law, Compliance, Securities, Financial Planning, Investment Advisory, Asset Management, Due Diligence, Risk Management, Wealth Management, Retirement Planning, Financial Advisory, Securities Regulation, Strategic Financial..., Retirement Plan..., Asset Managment, Profit Sharing, Financial Services, Series 24, Asset Allocation, Mutual Funds, Finance
Education
University of California, Los Angeles - School of Law 2001 — 2004
Doctor of Law (JD), Securities Law, Securities Regulation, Administrative Law, ERISA, Litigation and Negotiation
University of Missouri-Columbia 1994 — 1998
BSBA, Finance and Banking
Pension Resource Institute December 2010 - Present
Retirement Law Group January 2012 - Present
Reish & Reicher January 2009 - December 2010
Edgerton & Weaver, LLP January 2004 - January 2008
Orrick, Herrington & Sutcliffe LLP May 2002 - August 2002
United States Courts May 2001 - September 2001
Maritz Travel Company 1999 - 2001
Morgan Stanley May 1998 - August 1998
Skills
ERISA, FINRA, 401k, Investments, Retirement, Employee Benefits, Pensions, Securities Law, Compliance, Securities, Financial Planning, Investment Advisory, Asset Management, Due Diligence, Risk Management, Wealth Management, Retirement Planning, Financial Advisory, Securities Regulation, Strategic Financial..., Retirement Plan..., Asset Managment, Profit Sharing, Financial Services, Series 24, Asset Allocation, Mutual Funds, Finance
Education
University of California, Los Angeles - School of Law 2001 — 2004
Doctor of Law (JD), Securities Law, Securities Regulation, Administrative Law, ERISA, Litigation and Negotiation
University of Missouri-Columbia 1994 — 1998
BSBA, Finance and Banking
Calvin Chow Calvin Chow's Morgan Stanley Experience January 2015 - March 2015
Job Student at University of California, Santa Cruz
Industry Financial Services
Experience
Morgan Stanley January 2015 - March 2015
Delta Sigma Pi October 2014 - December 2014
Controlled Lighting Corp. October 2014 - December 2014
Information Technologies Services September 2013 - November 2014
Deloitte & Touche LLP June 2014 - August 2014
Sony July 2013 - March 2014
UCSC Porter Dining Hall January 2013 - January 2014
Delta Sigma Pi September 2013 - December 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Accounting, PowerPoint, Teamwork, Customer Service, Research, Time Management, Event Planning, Leadership, Data Analysis, Outlook, Networking, Management, Public Speaking, Project Management
Education
University of California, Santa Cruz 2011 — 2015
Bachelor of Arts (B.A.), Business Management Economics
Morgan Stanley January 2015 - March 2015
Delta Sigma Pi October 2014 - December 2014
Controlled Lighting Corp. October 2014 - December 2014
Information Technologies Services September 2013 - November 2014
Deloitte & Touche LLP June 2014 - August 2014
Sony July 2013 - March 2014
UCSC Porter Dining Hall January 2013 - January 2014
Delta Sigma Pi September 2013 - December 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Accounting, PowerPoint, Teamwork, Customer Service, Research, Time Management, Event Planning, Leadership, Data Analysis, Outlook, Networking, Management, Public Speaking, Project Management
Education
University of California, Santa Cruz 2011 — 2015
Bachelor of Arts (B.A.), Business Management Economics
Antoinette Chandler Antoinette Chandler's Morgan Stanley Experience October 2004 - July 2012
Job Chief Deputy Treasurer at County of San Diego
Industry Government Administration
Experience
County of San Diego July 2012 - Present
Morgan Stanley October 2004 - July 2012
Skills
Government, Public Administration, Policy, Policy Analysis, Local Government
Education
University of California, Los Angeles
Master of Business Administration (MBA), Finance, General
County of San Diego July 2012 - Present
Morgan Stanley October 2004 - July 2012
Skills
Government, Public Administration, Policy, Policy Analysis, Local Government
Education
University of California, Los Angeles
Master of Business Administration (MBA), Finance, General
Gerardo Jerry Gonzalez's Morgan Stanley Experience September 2013 - May 2014
Job Accounts Receivable Assistant at Curvature
Industry Financial Services
Experience
Curvature December 2014 - Present
Union Bank July 2014 - November 2014
Morgan Stanley September 2013 - May 2014
Associated Students of UC Santa Barbara May 2013 - May 2014
Union Bank July 2012 - September 2013
Nu Alpha Kappa Fraternity Inc June 2012 - June 2013
Associated Students of UC Santa Barbara March 2013 - May 2013
Volunteer Income Tax Association January 2013 - April 2013
Metropolitan Theatres April 2012 - October 2012
The Home Depot August 2011 - November 2011
Skills
Customer Service, Presentations, Public Speaking, Cash Register, Team Leadership, Budget Process, Community Engagement, Project Planning, Public Relations, Spanish, French, Market Research, Finance, Sales, Management, Microsoft Office, PowerPoint, Event Planning, Research, Microsoft Word, Microsoft Excel, Teamwork, Leadership
Education
University of California, Santa Barbara
Curvature December 2014 - Present
Union Bank July 2014 - November 2014
Morgan Stanley September 2013 - May 2014
Associated Students of UC Santa Barbara May 2013 - May 2014
Union Bank July 2012 - September 2013
Nu Alpha Kappa Fraternity Inc June 2012 - June 2013
Associated Students of UC Santa Barbara March 2013 - May 2013
Volunteer Income Tax Association January 2013 - April 2013
Metropolitan Theatres April 2012 - October 2012
The Home Depot August 2011 - November 2011
Skills
Customer Service, Presentations, Public Speaking, Cash Register, Team Leadership, Budget Process, Community Engagement, Project Planning, Public Relations, Spanish, French, Market Research, Finance, Sales, Management, Microsoft Office, PowerPoint, Event Planning, Research, Microsoft Word, Microsoft Excel, Teamwork, Leadership
Education
University of California, Santa Barbara
Betsy Collins Betsy Collins's Morgan Stanley Experience 2004 - 2007
Job Owner/Blogger at AnnaNimmity.com
Industry Writing and Editing
Experience
AnnaNimmity.com July 2011 - Present
Junior League of Springfield May 2005 - Present
Junior League of Springfield June 2013 - May 2014
SignalPoint Asset Management, LLC 2010 - 2012
Walnut Capital Management 2007 - 2010
Morgan Stanley 2004 - 2007
Skills
WordPress, Social Networking, Blogging, Marketing Communications, Social Media, Photography, Small Business, Facebook
Education
University of California, Santa Barbara
BA, Sociology
AnnaNimmity.com July 2011 - Present
Junior League of Springfield May 2005 - Present
Junior League of Springfield June 2013 - May 2014
SignalPoint Asset Management, LLC 2010 - 2012
Walnut Capital Management 2007 - 2010
Morgan Stanley 2004 - 2007
Skills
WordPress, Social Networking, Blogging, Marketing Communications, Social Media, Photography, Small Business, Facebook
Education
University of California, Santa Barbara
BA, Sociology
Christopher Koning Christopher Koning's Morgan Stanley Experience October 1998 - December 2000
Job Financial Advisor at Rebich Investments
Industry Financial Services
Experience
Rebich Investments January 2015 - Present
Erie Wealth Management, Wells Fargo Advisors Financial Network, LLC, Member SIPC March 2012 - January 2015
CCO Investment Services Corp. February 2002 - March 2012
Dreyfus Investment Services December 2000 - February 2002
Morgan Stanley October 1998 - December 2000
Chatfield Dean & Co November 1995 - October 1998
Skills
Investments, Finance, Mutual Funds, Retirement Planning, Management, Financial Analysis, Credit Analysis, Securities, Bonds, Retirement, Wealth Management..., Financial Advisory, Asset Allocation, 401k, Alternative Investments, IRAs, Wealth, Fixed Annuities, Life Insurance, Financial Services, Long-term Care, Insurance, Investment Strategies, ETFs, Disability Insurance, Relationship Management, Risk Management, Term Life Insurance, CRC professional...
Education
University of California, Riverside 1988 — 1992
Bachelor of Science (B.S.), Economics
Damien High School 1984 — 1988
Rebich Investments January 2015 - Present
Erie Wealth Management, Wells Fargo Advisors Financial Network, LLC, Member SIPC March 2012 - January 2015
CCO Investment Services Corp. February 2002 - March 2012
Dreyfus Investment Services December 2000 - February 2002
Morgan Stanley October 1998 - December 2000
Chatfield Dean & Co November 1995 - October 1998
Skills
Investments, Finance, Mutual Funds, Retirement Planning, Management, Financial Analysis, Credit Analysis, Securities, Bonds, Retirement, Wealth Management..., Financial Advisory, Asset Allocation, 401k, Alternative Investments, IRAs, Wealth, Fixed Annuities, Life Insurance, Financial Services, Long-term Care, Insurance, Investment Strategies, ETFs, Disability Insurance, Relationship Management, Risk Management, Term Life Insurance, CRC professional...
Education
University of California, Riverside 1988 — 1992
Bachelor of Science (B.S.), Economics
Damien High School 1984 — 1988
IVANA CVEJIC IVANA CVEJIC's Morgan Stanley Experience November 2009 - June 2011
Job CoFounder, Head of Sales and Marketing at RenHead Inc
Industry Human Resources
Experience
Renhead Technology 2013 - Present
Paul Andrews International June 2011 - Present
Morgan Stanley November 2009 - June 2011
Morgan Stanley March 2007 - January 2010
Morgan Stanley March 2007 - January 2010
Morgan Stanley 2008 - 2009
Wachovia Securities January 2005 - February 2007
Paul Andrews International 1999 - 2005
Russell Stephens 1999 - 2003
Russell Stephens 1999 - 2003
Skills
Investment Banking, Credit, Capital Markets, Wealth Management, Succession Planning, Recruiting, Fixed Income, Equities, Sales Management, Project Management, Asset Management, Asset Managment, Banking, Employee Benefits, Executive Search, Finance, Financial Services, Financial Modeling, Hedge Funds, Human Resources, Investments, Mergers, Portfolio Management, Private Banking, Relationship Management, Retail Banking, Team Building, Mergers & Acquisitions
Education
University of California, Riverside 1996 — 1998
B.A., English Literature
ESHS
Renhead Technology 2013 - Present
Paul Andrews International June 2011 - Present
Morgan Stanley November 2009 - June 2011
Morgan Stanley March 2007 - January 2010
Morgan Stanley March 2007 - January 2010
Morgan Stanley 2008 - 2009
Wachovia Securities January 2005 - February 2007
Paul Andrews International 1999 - 2005
Russell Stephens 1999 - 2003
Russell Stephens 1999 - 2003
Skills
Investment Banking, Credit, Capital Markets, Wealth Management, Succession Planning, Recruiting, Fixed Income, Equities, Sales Management, Project Management, Asset Management, Asset Managment, Banking, Employee Benefits, Executive Search, Finance, Financial Services, Financial Modeling, Hedge Funds, Human Resources, Investments, Mergers, Portfolio Management, Private Banking, Relationship Management, Retail Banking, Team Building, Mergers & Acquisitions
Education
University of California, Riverside 1996 — 1998
B.A., English Literature
ESHS
Catherine Bush Catherine Bush's Morgan Stanley Experience October 2004 - September 2006
Job Account Manager at Decca Design
Industry Marketing and Advertising
Experience
Decca Design March 2012 - Present
Via Services October 2008 - March 2012
Zircon Corporation September 2006 - May 2008
Morgan Stanley October 2004 - September 2006
San Disk June 2004 - August 2004
Skills
MS Office Suite, Database Administration, Web 2.0, Web Analytics, Website Development, Event Planning, Event Management, Event Marketing, Social Media Marketing, Project Coordination, Cross-functional Team..., Social Media, PowerPoint, Brand Development, Proofreading, Microsoft Office, Strategy, Project Management, Channel Program..., Corporate Branding
Education
George and Sally Lucas Graduate School of Business, SJSU 2009 — 2011
MBA, Business Administration
University of California, Santa Cruz 2000 — 2004
Business Management Economics, Economics
Decca Design March 2012 - Present
Via Services October 2008 - March 2012
Zircon Corporation September 2006 - May 2008
Morgan Stanley October 2004 - September 2006
San Disk June 2004 - August 2004
Skills
MS Office Suite, Database Administration, Web 2.0, Web Analytics, Website Development, Event Planning, Event Management, Event Marketing, Social Media Marketing, Project Coordination, Cross-functional Team..., Social Media, PowerPoint, Brand Development, Proofreading, Microsoft Office, Strategy, Project Management, Channel Program..., Corporate Branding
Education
George and Sally Lucas Graduate School of Business, SJSU 2009 — 2011
MBA, Business Administration
University of California, Santa Cruz 2000 — 2004
Business Management Economics, Economics
Cheng (Jason) Jiang Cheng (Jason) Jiang's Morgan Stanley Experience July 2013 - September 2013
Job Ph.D., Assistant Professor of finance
Industry Higher Education
Experience
Fox School of Business at Temple University July 2014 - Present
University of California, Riverside June 2012 - June 2014
Morgan Stanley July 2013 - September 2013
Gurtin Fixed Income Management June 2013 - July 2013
UBS June 2012 - August 2012
Skills
Time Series Analysis, Multivariate Analysis, Regression, Matlab, Eviews, Stata, Microsoft Office, Data Analysis, Economic Research, Financial Analysis, Statistics, Economics, Research, Econometrics, Macroeconomics, Analysis, Forecasting, Financial Modeling, Applied Econometrics, Numerical Analysis, Econometric Modeling, Financial Economics, Qualitative Research, Teaching, SAS, Statistical Modeling, Monte Carlo Simulation
Education
University of California, Riverside 2008 — 2013
Ph.D., Financial Economics and Econometrics
University of California, Riverside 2008 — 2010
Master, Economics
Fox School of Business at Temple University July 2014 - Present
University of California, Riverside June 2012 - June 2014
Morgan Stanley July 2013 - September 2013
Gurtin Fixed Income Management June 2013 - July 2013
UBS June 2012 - August 2012
Skills
Time Series Analysis, Multivariate Analysis, Regression, Matlab, Eviews, Stata, Microsoft Office, Data Analysis, Economic Research, Financial Analysis, Statistics, Economics, Research, Econometrics, Macroeconomics, Analysis, Forecasting, Financial Modeling, Applied Econometrics, Numerical Analysis, Econometric Modeling, Financial Economics, Qualitative Research, Teaching, SAS, Statistical Modeling, Monte Carlo Simulation
Education
University of California, Riverside 2008 — 2013
Ph.D., Financial Economics and Econometrics
University of California, Riverside 2008 — 2010
Master, Economics
Christine Jaroush Christine Jaroush's Morgan Stanley Experience April 2011 - Present
Job Financial Advisor at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley April 2011 - Present
Wells Fargo October 2000 - October 2010
Skills
Finance, Social Media, Leadership, Management, Marketing, Social Networking, Financial Analysis, Social Media Marketing
Education
University of California, Santa Barbara 2004 — 2006
Bachelor's Degree, Sociology
Morgan Stanley April 2011 - Present
Wells Fargo October 2000 - October 2010
Skills
Finance, Social Media, Leadership, Management, Marketing, Social Networking, Financial Analysis, Social Media Marketing
Education
University of California, Santa Barbara 2004 — 2006
Bachelor's Degree, Sociology
Evan Morgan Evan Morgan's Morgan Stanley Experience June 2015 - Present
Job Morgan Stanley
Industry Commercial Real Estate
Experience
Morgan Stanley June 2015 - Present
Stolar EarthTek/Stolar Research Corporation 2014 - 2014
Three Pillars Urban Real Estate Fund 2012 - 2013
Sabbatical 2011 - 2013
StepStone Real Estate 2010 - 2011
Urban Collective 2008 - 2010
MFI/Professional Builders Service 2002 - 2008
Skills
Asset Management, Real Estate Economics, Start-ups, Commercial Real Estate, Real Estate, Real Estate Development, Acquisitions, Writing, Project Management, Financial Analysis, Property Management, Investors, Creative Writing, Proposal Writing, Investment Writing, Leases, Location Intelligence, Investment Properties, Management, Due Diligence, Budgets, Contract Negotiation, Negotiation, Strategy, Finance, Valuation, Strategic Planning, Residential Homes, Sales, Business Development, Construction, Budgeting, Financial Modeling, Brokerage, Investments
Education
University of California, San Diego 2002 — 2006
Bachelor's Degree, Economics
Morgan Stanley June 2015 - Present
Stolar EarthTek/Stolar Research Corporation 2014 - 2014
Three Pillars Urban Real Estate Fund 2012 - 2013
Sabbatical 2011 - 2013
StepStone Real Estate 2010 - 2011
Urban Collective 2008 - 2010
MFI/Professional Builders Service 2002 - 2008
Skills
Asset Management, Real Estate Economics, Start-ups, Commercial Real Estate, Real Estate, Real Estate Development, Acquisitions, Writing, Project Management, Financial Analysis, Property Management, Investors, Creative Writing, Proposal Writing, Investment Writing, Leases, Location Intelligence, Investment Properties, Management, Due Diligence, Budgets, Contract Negotiation, Negotiation, Strategy, Finance, Valuation, Strategic Planning, Residential Homes, Sales, Business Development, Construction, Budgeting, Financial Modeling, Brokerage, Investments
Education
University of California, San Diego 2002 — 2006
Bachelor's Degree, Economics
Josh Finkelstein Josh Finkelstein's Morgan Stanley Experience 2011 - 2012
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors April 2015 - Present
Merrill Lynch 2012 - April 2015
Morgan Stanley 2011 - 2012
Banque Privée Edmond de Rothschild 2008 - 2010
Education
University of California, Santa Barbara 2010 — 2011
M.A, Finance
University of California, Santa Barbara 2005 — 2010
B.A, Business Economics, Chinese
Weil Tennis Academy 2004 — 2005
Hong Kong International School 1993 — 2004
Wells Fargo Advisors April 2015 - Present
Merrill Lynch 2012 - April 2015
Morgan Stanley 2011 - 2012
Banque Privée Edmond de Rothschild 2008 - 2010
Education
University of California, Santa Barbara 2010 — 2011
M.A, Finance
University of California, Santa Barbara 2005 — 2010
B.A, Business Economics, Chinese
Weil Tennis Academy 2004 — 2005
Hong Kong International School 1993 — 2004
Jennifer Embler Jennifer Embler's Morgan Stanley Experience September 2006 - November 2007
Job
Industry Financial Services
Experience
Signature Estate & Investment Advisors, LLC April 2008 - Present
Morgan Stanley September 2006 - November 2007
Wells Fargo Advisors April 2004 - September 2005
Merrill Lynch December 1999 - April 2004
Skills
Estate Planning, Financial Services, Retirement Planning, Asset Allocation, Investment Advisory, Financial Advisory, Marketing, Life Insurance, Investment Strategies, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Strategic Planning, Outlook, Teaching, Photoshop, Public Speaking, HTML, Java
Education
UCSB 1993 — 1998
Bachelor of Arts (B.A.), Political Science and Government
Signature Estate & Investment Advisors, LLC April 2008 - Present
Morgan Stanley September 2006 - November 2007
Wells Fargo Advisors April 2004 - September 2005
Merrill Lynch December 1999 - April 2004
Skills
Estate Planning, Financial Services, Retirement Planning, Asset Allocation, Investment Advisory, Financial Advisory, Marketing, Life Insurance, Investment Strategies, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Strategic Planning, Outlook, Teaching, Photoshop, Public Speaking, HTML, Java
Education
UCSB 1993 — 1998
Bachelor of Arts (B.A.), Political Science and Government
Alyssa Heater Alyssa Heater's Morgan Stanley Experience August 2008 - June 2009
Job Marketing Coordinator Entertainment Services at Technicolor
Industry Entertainment
Experience
Technicolor April 2014 - Present
Technicolor September 2012 - April 2014
Technicolor August 2011 - September 2012
Laser Pacific Media Corp August 2010 - July 2011
California Sun December 2009 - July 2010
Morgan Stanley August 2008 - June 2009
Skills
Broadcast, Sales, Digital Media, Entertainment, Social Media, Editing, Social Media Marketing, Social Networking, Advertising, Photoshop, Microsoft Office, Event Management, Marketing, Salesforce.com, Concur, Kronos
Education
University of California, Santa Cruz 2005 — 2009
Bachelor of Arts (B.A.), Film and Digital Media
Technicolor April 2014 - Present
Technicolor September 2012 - April 2014
Technicolor August 2011 - September 2012
Laser Pacific Media Corp August 2010 - July 2011
California Sun December 2009 - July 2010
Morgan Stanley August 2008 - June 2009
Skills
Broadcast, Sales, Digital Media, Entertainment, Social Media, Editing, Social Media Marketing, Social Networking, Advertising, Photoshop, Microsoft Office, Event Management, Marketing, Salesforce.com, Concur, Kronos
Education
University of California, Santa Cruz 2005 — 2009
Bachelor of Arts (B.A.), Film and Digital Media
Jeremy George's Morgan Stanley Experience October 2010 - May 2011
Job Acount Coordinator at Zenefits
Industry Computer Software
Experience
Zenefits September 2014 - Present
Xvolve January 2014 - July 2014
The Princeton Review June 2013 - September 2013
College Works Painting September 2012 - March 2013
College Works Painting August 2011 - September 2012
Morgan Stanley October 2010 - May 2011
College Works Painting February 2010 - September 2010
YOLLEGE.com June 2007 - August 2007
Skills
Leadership Development, Sales Management, Time Management, PowerPoint, Customer Service, Public Speaking, Entrepreneurship, Project Management, Sales, Business Strategy, Financial Management, Management, Microsoft Excel, Marketing, Recruiting, Interviews, Social Networking, Leadership, Data Analysis, Market Research, Eviews, Google Drive, EViews
Education
University of California, San Diego 2009 — 2014
Bachelor of Science (B.S.), Management Science (Business Minor)
Sophia University in Tokyo, Japan 2013 — 2014
Non-Degree, International Business and Economics
Piedmont High School 2005 — 2009
High School Diploma
Zenefits September 2014 - Present
Xvolve January 2014 - July 2014
The Princeton Review June 2013 - September 2013
College Works Painting September 2012 - March 2013
College Works Painting August 2011 - September 2012
Morgan Stanley October 2010 - May 2011
College Works Painting February 2010 - September 2010
YOLLEGE.com June 2007 - August 2007
Skills
Leadership Development, Sales Management, Time Management, PowerPoint, Customer Service, Public Speaking, Entrepreneurship, Project Management, Sales, Business Strategy, Financial Management, Management, Microsoft Excel, Marketing, Recruiting, Interviews, Social Networking, Leadership, Data Analysis, Market Research, Eviews, Google Drive, EViews
Education
University of California, San Diego 2009 — 2014
Bachelor of Science (B.S.), Management Science (Business Minor)
Sophia University in Tokyo, Japan 2013 — 2014
Non-Degree, International Business and Economics
Piedmont High School 2005 — 2009
High School Diploma
Michelle Chau Michelle Chau's Morgan Stanley Experience June 2015 - Present
Job Wealth Management Intern at Morgan Stanley
Industry Nonprofit Organization Management
Experience
University of California, San Diego June 2015 - Present
Morgan Stanley June 2015 - Present
Click2Care May 2015 - July 2015
San Diego Regional Chamber of Commerce June 2014 - September 2014
United Nations Association February 2014 - August 2014
City of Rosemead June 2012 - September 2012
Skills
Event Planning, Microsoft Office, Networking, Ninja Skills, Leadership, Teamwork, Management Consulting, Microsoft Excel, PowerPoint, Customer Service, Nonprofits, Data Analysis, Time Management, Community Outreach, Microsoft Word, Research, Public Speaking, Social Media
Education
University of California, San Diego 2012 — 2016
University of California, San Diego June 2015 - Present
Morgan Stanley June 2015 - Present
Click2Care May 2015 - July 2015
San Diego Regional Chamber of Commerce June 2014 - September 2014
United Nations Association February 2014 - August 2014
City of Rosemead June 2012 - September 2012
Skills
Event Planning, Microsoft Office, Networking, Ninja Skills, Leadership, Teamwork, Management Consulting, Microsoft Excel, PowerPoint, Customer Service, Nonprofits, Data Analysis, Time Management, Community Outreach, Microsoft Word, Research, Public Speaking, Social Media
Education
University of California, San Diego 2012 — 2016
Alex Hsieh's Morgan Stanley Experience June 2015 - September 2015
Job Wealth Management Intern at Morgan Stanley
Industry Marketing and Advertising
Experience
Morgan Stanley June 2015 - September 2015
Didalio July 2014 - August 2014
Suja Juice September 2013 - September 2013
Aleric June 2012 - August 2013
Self Employed June 2010 - August 2013
Skills
Teamwork, Leadership, Qualifying Prospects, Prospect Research, Sales Prospecting, Demand Generation, Social Media Marketing, Market Analysis, Social Media, Financial Modeling, B2B Marketing, Online Lead Generation, PowerPoint, Data Collection, International Business..., Microsoft Word, Global Business..., English, Microsoft Excel, Microsoft Office, Lead Management, Customer Service, Research, Photoshop, Public Speaking, C++, Java, HTML, CSS, CRO, Commercialization, Start-ups
Education
University of California, San Diego 2013 — 2017
Joint Math & Economics
Morgan Stanley June 2015 - September 2015
Didalio July 2014 - August 2014
Suja Juice September 2013 - September 2013
Aleric June 2012 - August 2013
Self Employed June 2010 - August 2013
Skills
Teamwork, Leadership, Qualifying Prospects, Prospect Research, Sales Prospecting, Demand Generation, Social Media Marketing, Market Analysis, Social Media, Financial Modeling, B2B Marketing, Online Lead Generation, PowerPoint, Data Collection, International Business..., Microsoft Word, Global Business..., English, Microsoft Excel, Microsoft Office, Lead Management, Customer Service, Research, Photoshop, Public Speaking, C++, Java, HTML, CSS, CRO, Commercialization, Start-ups
Education
University of California, San Diego 2013 — 2017
Joint Math & Economics
Lisa Chiu Lisa Chiu's Morgan Stanley Experience June 2013 - November 2014
Job Private Funds Analyst at UBS Investment Bank
Industry Venture Capital & Private Equity
Experience
UBS Investment Bank December 2014 - Present
Morgan Stanley June 2013 - November 2014
BlackRock June 2012 - August 2012
Vivendi Universal January 2012 - June 2012
Overseas Private Investment Corporation September 2011 - December 2011
Ameriprise Financial Services, Inc. March 2011 - August 2011
Ronald Reagan UCLA Medical Center October 2010 - May 2011
Skills
Investments, Financial Modeling, Financial Analysis, Bloomberg, Microsoft Excel, Finance, Capital Markets, Economics, Valuation, Equities, Fixed Income, Due Diligence, Investment Banking, Portfolio Management, Alternative Investments
Education
University of California, Los Angeles 2008 — 2012
Bachelor of Arts (BA)
University of California Washington Center 2011 — 2011
Center for American Politics and Public Policy
Gabrielino High School 2004 — 2008
UBS Investment Bank December 2014 - Present
Morgan Stanley June 2013 - November 2014
BlackRock June 2012 - August 2012
Vivendi Universal January 2012 - June 2012
Overseas Private Investment Corporation September 2011 - December 2011
Ameriprise Financial Services, Inc. March 2011 - August 2011
Ronald Reagan UCLA Medical Center October 2010 - May 2011
Skills
Investments, Financial Modeling, Financial Analysis, Bloomberg, Microsoft Excel, Finance, Capital Markets, Economics, Valuation, Equities, Fixed Income, Due Diligence, Investment Banking, Portfolio Management, Alternative Investments
Education
University of California, Los Angeles 2008 — 2012
Bachelor of Arts (BA)
University of California Washington Center 2011 — 2011
Center for American Politics and Public Policy
Gabrielino High School 2004 — 2008
Cicely Li Cicely Li's Morgan Stanley Experience June 2010 - July 2010
Job Research Associate, Real Assets at Hall Capital Partners LLC
Industry Investment Management
Experience
Hall Capital Partners LLC July 2015 - Present
Hall Capital Partners LLC January 2015 - July 2015
Hall Capital Partners LLC September 2012 - December 2014
Hall Capital Partners LLC June 2012 - August 2012
Bainbridge Capital February 2012 - June 2012
UCSD Crafts Center October 2009 - June 2012
Dodge & Cox June 2011 - August 2011
Morgan Stanley June 2010 - July 2010
Bank of the Orient June 2009 - September 2009
Education
University of California, San Diego 2008 — 2012
B.S., Management Science
Encinal High School 2004 — 2008
Hall Capital Partners LLC July 2015 - Present
Hall Capital Partners LLC January 2015 - July 2015
Hall Capital Partners LLC September 2012 - December 2014
Hall Capital Partners LLC June 2012 - August 2012
Bainbridge Capital February 2012 - June 2012
UCSD Crafts Center October 2009 - June 2012
Dodge & Cox June 2011 - August 2011
Morgan Stanley June 2010 - July 2010
Bank of the Orient June 2009 - September 2009
Education
University of California, San Diego 2008 — 2012
B.S., Management Science
Encinal High School 2004 — 2008
Kevin Mahoney, CFP® Kevin Mahoney, CFP®'s Morgan Stanley Experience 1996 - 1999
Job Partner Integris Wealth Management
Industry Investment Management
Experience
Integris Wealth Management 2009 - Present
Carmel Public Library Foundation 2012 - Present
Fisher Investments 1999 - 2009
Morgan Stanley 1996 - 1999
Education
University of California, Santa Cruz
Financial Planning
National Outdoor Leadership School
University of California, Santa Barbara
BA, Law & Society
Robert Louis Stevenson
High School
Integris Wealth Management 2009 - Present
Carmel Public Library Foundation 2012 - Present
Fisher Investments 1999 - 2009
Morgan Stanley 1996 - 1999
Education
University of California, Santa Cruz
Financial Planning
National Outdoor Leadership School
University of California, Santa Barbara
BA, Law & Society
Robert Louis Stevenson
High School
Monica Carney Monica Carney's Morgan Stanley Experience September 2008 - June 2009
Job Registered Service Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney October 2011 - Present
Morgan Stanley Smith Barney June 2009 - October 2011
Morgan Stanley September 2008 - June 2009
Morgan Stanley December 2007 - September 2008
Morgan Stanley July 2005 - December 2007
Morgan Stanley August 2004 - July 2005
Skills
Word, Microsoft Office, Excel, Data Analysis, Research, Microsoft Word, PowerPoint
Education
University of California, Santa Cruz 2000 — 2004
BA, Business Management Economics
Bonita High School 1996 — 2000
Morgan Stanley Smith Barney October 2011 - Present
Morgan Stanley Smith Barney June 2009 - October 2011
Morgan Stanley September 2008 - June 2009
Morgan Stanley December 2007 - September 2008
Morgan Stanley July 2005 - December 2007
Morgan Stanley August 2004 - July 2005
Skills
Word, Microsoft Office, Excel, Data Analysis, Research, Microsoft Word, PowerPoint
Education
University of California, Santa Cruz 2000 — 2004
BA, Business Management Economics
Bonita High School 1996 — 2000
Jake Speyer's Morgan Stanley Experience June 2014 - April 2015
Job National Director of Fund at TAMID Group
Industry Investment Banking
Experience
TAMID Group May 2014 - Present
Salesforce May 2015 - August 2015
Morgan Stanley June 2014 - April 2015
Timer Cap, LLC April 2014 - March 2015
Associated Students of UC Santa Barbara May 2013 - January 2014
Walter H. Capps Center for the Study of of Ethics, Religion, and Public Life at UCSB May 2013 - January 2014
Eagle Eye August 2010 - September 2012
Education
University of Southern California - Marshall School of Business 2013 — 2016
Bachelor of Business Administration (BBA), Concentrations: Finance and Entrepreneurship
University of California, Santa Barbara 2012 — 2013
Economics
Chaminade College Preparatory 2009 — 2012
TAMID Group May 2014 - Present
Salesforce May 2015 - August 2015
Morgan Stanley June 2014 - April 2015
Timer Cap, LLC April 2014 - March 2015
Associated Students of UC Santa Barbara May 2013 - January 2014
Walter H. Capps Center for the Study of of Ethics, Religion, and Public Life at UCSB May 2013 - January 2014
Eagle Eye August 2010 - September 2012
Education
University of Southern California - Marshall School of Business 2013 — 2016
Bachelor of Business Administration (BBA), Concentrations: Finance and Entrepreneurship
University of California, Santa Barbara 2012 — 2013
Economics
Chaminade College Preparatory 2009 — 2012
Phillip Gibbs Phillip Gibbs's Morgan Stanley Experience 2006 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2006 - Present
Hedge Fund Consulting 2004 - 2006
Bank of America 1990 - 2004
Skills
Fixed Income, Structured Products, Risk Management, Financial Risk, Funding, Interest Rate..., Treasury Management, Capital Markets, Valuation, Trading Systems, Foreign Exchange, Liquidity Risk, Investments, Operational Risk, Derivatives, Market Risk, Financial Modeling, Bonds, Credit Derivatives, Series 7, Foreign Currency..., FX Hedging, Liquidity Management, Stress Testing, FX Options, Fixed Income Trading, Series 63, Fixed Income Portfolio..., Hedge Accounting
Education
University of California, San Diego
BA, Economics, Chemistry (minor), Psychology (minor)
Morgan Stanley 2006 - Present
Hedge Fund Consulting 2004 - 2006
Bank of America 1990 - 2004
Skills
Fixed Income, Structured Products, Risk Management, Financial Risk, Funding, Interest Rate..., Treasury Management, Capital Markets, Valuation, Trading Systems, Foreign Exchange, Liquidity Risk, Investments, Operational Risk, Derivatives, Market Risk, Financial Modeling, Bonds, Credit Derivatives, Series 7, Foreign Currency..., FX Hedging, Liquidity Management, Stress Testing, FX Options, Fixed Income Trading, Series 63, Fixed Income Portfolio..., Hedge Accounting
Education
University of California, San Diego
BA, Economics, Chemistry (minor), Psychology (minor)
Traci Kao Traci Kao's Morgan Stanley Experience March 2006 - September 2006
Job Performance Specialist at Western Asset Management
Industry Investment Management
Experience
Western Asset Management October 2014 - Present
Western Asset Management February 2008 - Present
Four Corners Capital Management December 2006 - October 2007
Morgan Stanley March 2006 - September 2006
Wells Fargo February 2005 - December 2005
Skills
Bloomberg, Fixed Income, Swaps, Equities, Mutual Funds, Derivatives, Markitwire, Options, Financial Analysis, Performance Attribution, Series 7, Licensed Life Insurance...
Education
UC Riverside 2001 — 2004
Bachelor of Science (B.S.), Business Administration and Management, General
Western Asset Management October 2014 - Present
Western Asset Management February 2008 - Present
Four Corners Capital Management December 2006 - October 2007
Morgan Stanley March 2006 - September 2006
Wells Fargo February 2005 - December 2005
Skills
Bloomberg, Fixed Income, Swaps, Equities, Mutual Funds, Derivatives, Markitwire, Options, Financial Analysis, Performance Attribution, Series 7, Licensed Life Insurance...
Education
UC Riverside 2001 — 2004
Bachelor of Science (B.S.), Business Administration and Management, General
Michael Mildbrandt's Morgan Stanley Experience June 2012 - June 2013
Job Associate at Matthew Short and Associates
Industry Banking
Experience
Matthew Short and Associates April 2015 - Present
Morgan Stanley June 2012 - June 2013
La Costa Glen August 2010 - January 2011
Skills
Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Leadership, Research, Finance, Public Speaking
Education
University of California, Santa Barbara
Bachelor of Arts (B.A.), Economics
Matthew Short and Associates April 2015 - Present
Morgan Stanley June 2012 - June 2013
La Costa Glen August 2010 - January 2011
Skills
Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Leadership, Research, Finance, Public Speaking
Education
University of California, Santa Barbara
Bachelor of Arts (B.A.), Economics
William Elton Leitch's Morgan Stanley Experience 2003 - 2005
Job Partner at Casilio Leitch Investments
Industry Financial Services
Experience
Casilio Leitch Investments September 2011 - Present
Morgan Stanley 2003 - 2005
Half Dome Capital, LLC 1993 - 2003
Skills
Investments, Financial Analysis, Mergers, Portfolio Management, Risk Management, Equities, Strategic Planning, Asset Managment, Banking, Due Diligence, Financial Modeling, Strategic Financial..., Wealth Management, Private Equity, Corporate Finance, Building Relationships, Derivatives, Hedging, Trading, Options
Education
University of San Francisco 2005 — 2007
Master of Science (M.S.), Financial Analysis
UC Santa Barbara 1986 — 1990
Bachelor's degree, History/Economics
Casilio Leitch Investments September 2011 - Present
Morgan Stanley 2003 - 2005
Half Dome Capital, LLC 1993 - 2003
Skills
Investments, Financial Analysis, Mergers, Portfolio Management, Risk Management, Equities, Strategic Planning, Asset Managment, Banking, Due Diligence, Financial Modeling, Strategic Financial..., Wealth Management, Private Equity, Corporate Finance, Building Relationships, Derivatives, Hedging, Trading, Options
Education
University of San Francisco 2005 — 2007
Master of Science (M.S.), Financial Analysis
UC Santa Barbara 1986 — 1990
Bachelor's degree, History/Economics
Josh Kim Josh Kim's Morgan Stanley Experience February 2014 - April 2015
Job HR Operations Analyst at Morgan Stanley
Industry Human Resources
Experience
GUESS?, Inc. June 2015 - Present
Morgan Stanley February 2014 - April 2015
Virtusa June 2013 - January 2014
Samsung Chemical Inc., USA December 2012 - April 2013
Nishimoto Trading Co., Ltd. June 2011 - January 2013
Solatoz Co January 2011 - June 2011
Skills
PowerPoint, Excel, Microsoft Office, Personnel Recruiting, Microsoft Word, Purchasing, Employee Relations, Outlook, Marketing, Customer Service, Resume Writing, Deferred Compensation, English, Event Planning, SAP, Research, Payroll, Leadership, Microsoft Excel
Education
University of California, Riverside 2006 — 2010
BA, Psychology
GUESS?, Inc. June 2015 - Present
Morgan Stanley February 2014 - April 2015
Virtusa June 2013 - January 2014
Samsung Chemical Inc., USA December 2012 - April 2013
Nishimoto Trading Co., Ltd. June 2011 - January 2013
Solatoz Co January 2011 - June 2011
Skills
PowerPoint, Excel, Microsoft Office, Personnel Recruiting, Microsoft Word, Purchasing, Employee Relations, Outlook, Marketing, Customer Service, Resume Writing, Deferred Compensation, English, Event Planning, SAP, Research, Payroll, Leadership, Microsoft Excel
Education
University of California, Riverside 2006 — 2010
BA, Psychology
Charbel Ghabi Charbel Ghabi's Morgan Stanley Experience June 2000 - December 2002
Job Cofounder Rounds Premium Burgers
Industry Restaurants
Experience
Rounds Premium Burgers January 2010 - Present
Hill Street Cafe Burbank, Inc. January 2003 - Present
Hill Street Glendora, Inc. January 2002 - May 2005
Morgan Stanley June 2000 - December 2002
Education
UCSD 1996 — 2000
BS, Management Science (Business)
Glendale High School 1993 — 1996
Rounds Premium Burgers January 2010 - Present
Hill Street Cafe Burbank, Inc. January 2003 - Present
Hill Street Glendora, Inc. January 2002 - May 2005
Morgan Stanley June 2000 - December 2002
Education
UCSD 1996 — 2000
BS, Management Science (Business)
Glendale High School 1993 — 1996
Ye Su's Morgan Stanley Experience 2004 - 2006
Job Manager, Partners Retirement and Wealth Management, Partners FCU, LPL Financial, The Walt Disney Co.
Industry Financial Services
Experience
The Walt Disney Company 2012 - Present
LPL Financial 2012 - Present
Partners Retirement & Wealth Management 2012 - Present
Morgan Stanley 2004 - 2006
Skills
Finance, Management, CRM, Financial Analysis, Financial Services, Investments, Banking, Insurance, Leadership, Business Development, Team Building, Credit, Wealth Management, Customer Service, Operations Management, Loans, Consumer Lending, Portfolio Management, Risk Management, Retirement, Credit Analysis, Process Improvement, Mortgage Lending, Financial Institutions, Vendor Management
Education
University of California, San Diego 2001 — 2004
Bachelor's Degree, Business/Managerial Economics
The Walt Disney Company 2012 - Present
LPL Financial 2012 - Present
Partners Retirement & Wealth Management 2012 - Present
Morgan Stanley 2004 - 2006
Skills
Finance, Management, CRM, Financial Analysis, Financial Services, Investments, Banking, Insurance, Leadership, Business Development, Team Building, Credit, Wealth Management, Customer Service, Operations Management, Loans, Consumer Lending, Portfolio Management, Risk Management, Retirement, Credit Analysis, Process Improvement, Mortgage Lending, Financial Institutions, Vendor Management
Education
University of California, San Diego 2001 — 2004
Bachelor's Degree, Business/Managerial Economics
Jordan Wolfe Jordan Wolfe's Morgan Stanley Experience June 2012 - July 2014
Job Associate at Marlin Equity Partners
Industry Venture Capital & Private Equity
Experience
Marlin Equity Partners August 2014 - Present
Morgan Stanley June 2012 - July 2014
CCG Investment Banking January 2010 - June 2012
The Finance Connection March 2011 - 2012
Morgan Stanley June 2011 - August 2011
Eureka Capital Partners, LLC June 2010 - September 2010
Education
University of California, Santa Barbara 2008 — 2012
Bachelor of Arts, Summa Cum Laude, Business Economics
Marlin Equity Partners August 2014 - Present
Morgan Stanley June 2012 - July 2014
CCG Investment Banking January 2010 - June 2012
The Finance Connection March 2011 - 2012
Morgan Stanley June 2011 - August 2011
Eureka Capital Partners, LLC June 2010 - September 2010
Education
University of California, Santa Barbara 2008 — 2012
Bachelor of Arts, Summa Cum Laude, Business Economics
Arthur Iinuma Arthur Iinuma's Morgan Stanley Experience November 2003 - June 2006
Job Chief Operating Officer and Head of SEO & Production at ISBX
Industry Information Technology and Services
Experience
ISBX Corporation September 2009 - Present
Asia Plywood Company May 2009 - Present
Iinuma Capital Partners, LLC May 2009 - October 2010
Asia Green Development Sdn. Bhd. August 2007 - December 2008
UBS Wealth Management August 2006 - June 2007
Morgan Stanley November 2003 - June 2006
Primerica Financial Services August 2003 - November 2003
Skills
Private Equity, Market Research, Project Management, Investments, Business Development, Management, Strategy, Portfolio Management, Management Consulting, Sales, SEO, Start-ups, Real Estate, Finance, Account Management, Entrepreneurship, E-commerce, Competitive Analysis, Marketing, Marketing Strategy
Education
University of California, Riverside 1999 — 2003
B.S., Biology
ISBX Corporation September 2009 - Present
Asia Plywood Company May 2009 - Present
Iinuma Capital Partners, LLC May 2009 - October 2010
Asia Green Development Sdn. Bhd. August 2007 - December 2008
UBS Wealth Management August 2006 - June 2007
Morgan Stanley November 2003 - June 2006
Primerica Financial Services August 2003 - November 2003
Skills
Private Equity, Market Research, Project Management, Investments, Business Development, Management, Strategy, Portfolio Management, Management Consulting, Sales, SEO, Start-ups, Real Estate, Finance, Account Management, Entrepreneurship, E-commerce, Competitive Analysis, Marketing, Marketing Strategy
Education
University of California, Riverside 1999 — 2003
B.S., Biology
Ahmed Butt Ahmed Butt's Morgan Stanley Experience June 2001 - August 2001
Job Vice President at Pak Oriental Rug, Inc.
Industry Wholesale
Experience
Pak Oriental Rug, Inc January 2003 - Present
UCSD- TOP October 2002 - June 2003
Morgan Stanley June 2001 - August 2001
Pak Oriental Rugs, Inc October 1998 - October 2000
Applied Biosystems June 1998 - August 1998
Skills
Customer Service, Sales, Management, Retail, Product Development, Merchandising, Marketing, Start-ups, Microsoft Office, New Business Development, Project Management, Microsoft Excel, Strategic Planning, Strategy, Analysis, Account Management, Community Outreach, Marketing Strategy, Recruiting, Business Development, Business Strategy, Sales Management, Forecasting
Education
University of California, San Diego 2000 — 2003
B.S., Management Science
Pak Oriental Rug, Inc January 2003 - Present
UCSD- TOP October 2002 - June 2003
Morgan Stanley June 2001 - August 2001
Pak Oriental Rugs, Inc October 1998 - October 2000
Applied Biosystems June 1998 - August 1998
Skills
Customer Service, Sales, Management, Retail, Product Development, Merchandising, Marketing, Start-ups, Microsoft Office, New Business Development, Project Management, Microsoft Excel, Strategic Planning, Strategy, Analysis, Account Management, Community Outreach, Marketing Strategy, Recruiting, Business Development, Business Strategy, Sales Management, Forecasting
Education
University of California, San Diego 2000 — 2003
B.S., Management Science
Alexander C. Huynh's Morgan Stanley Experience June 2005 - September 2005
Job Sales at Inzopa
Industry Financial Services
Experience
Inzopa September 2013 - Present
Lighthaven Capital Management LLC June 2013 - September 2013
New York Life Insurance Company May 2011 - May 2013
ICIO Water August 2007 - April 2011
SD Holiday Lighting August 2007 - January 2009
College Works Painting February 2006 - August 2007
Morgan Stanley June 2005 - September 2005
Skills
Enterprise Technology..., Business to Business..., Super Burritos, Investments, Enterprise Solution..., Sales, Marketing, Contract Negotiation, Entrepreneurship, Leadership, Start-ups, Strategic Financial..., Strategy, Finance, Management, Analysis, Negotiation, Small Business, Public Speaking, Financial Planning, Strategic Planning, Mutual Funds, Wealth Management, Team Building, Financial Analysis, New Business Development, Business Planning, Business Strategy, Sales Management, Insurance, Recruiting, CRM
Education
University of California, San Diego 2005 — 2009
B.S. Bioengineering Biotechnology, Bioengineering, Economics, Biochemistry, Physics, Molecular Physical Chemistry, Genetics, Biology
Piedmont High School 2001 — 2005
General Education, Biology, Physics, Calculus, Economics, Civics, Environmental Sciences
Inzopa September 2013 - Present
Lighthaven Capital Management LLC June 2013 - September 2013
New York Life Insurance Company May 2011 - May 2013
ICIO Water August 2007 - April 2011
SD Holiday Lighting August 2007 - January 2009
College Works Painting February 2006 - August 2007
Morgan Stanley June 2005 - September 2005
Skills
Enterprise Technology..., Business to Business..., Super Burritos, Investments, Enterprise Solution..., Sales, Marketing, Contract Negotiation, Entrepreneurship, Leadership, Start-ups, Strategic Financial..., Strategy, Finance, Management, Analysis, Negotiation, Small Business, Public Speaking, Financial Planning, Strategic Planning, Mutual Funds, Wealth Management, Team Building, Financial Analysis, New Business Development, Business Planning, Business Strategy, Sales Management, Insurance, Recruiting, CRM
Education
University of California, San Diego 2005 — 2009
B.S. Bioengineering Biotechnology, Bioengineering, Economics, Biochemistry, Physics, Molecular Physical Chemistry, Genetics, Biology
Piedmont High School 2001 — 2005
General Education, Biology, Physics, Calculus, Economics, Civics, Environmental Sciences
Bryce Herman, CFA, CFP®, CDFA Bryce Herman, CFA, CFP®, CDFA's Morgan Stanley Experience April 2002 - November 2008
Job Senior Portfolio Manager, First Vice PresidentWealth Mgmt with Chrysalis Wealth Partners UBS Financial Services, Inc.
Industry Financial Services
Experience
Chrysalis Wealth Partners - UBS Financial Services, Inc. November 2008 - Present
Morgan Stanley April 2002 - November 2008
Banc of America Securities August 1999 - February 2002
Education
University of California, San Diego 1995 — 1999
B.A., Economics
Chrysalis Wealth Partners - UBS Financial Services, Inc. November 2008 - Present
Morgan Stanley April 2002 - November 2008
Banc of America Securities August 1999 - February 2002
Education
University of California, San Diego 1995 — 1999
B.A., Economics
Nicholas Griffith, MD, MBA Nicholas Griffith, MD, MBA's Morgan Stanley Experience July 2005 - March 2006
Job Equity Analyst at del Rey Global Investors
Industry Investment Management
Experience
del Rey Global Investors October 2014 - Present
Cayuga Fund, LLC September 2013 - May 2014
Savage Consulting August 2010 - May 2012
Wedbush Morgan Securities June 2010 - July 2011
Profil July 2008 - July 2009
La Jolla Beach and Tennis Club July 2007 - May 2009
Morgan Stanley July 2005 - March 2006
Skills
Due Diligence, Equity Research, Analysis, Finance, Equities, Venture Capital, Valuation, Financial Modeling, Investments, Economics, Research, Financial Analysis, Clinical Research, Data Analysis, Portfolio Management
Education
Cornell University 2013 — 2014
MBA with distinction (GPA 3.93, top 10% of class), Capital Markets and Asset Management immersion (CMAM)
University of Toledo 2009 — 2014
MD, Doctor of Medicine
University of California, San Diego 2000 — 2007
BS, Human Biology, Management Science (Economics)
San Luis High
del Rey Global Investors October 2014 - Present
Cayuga Fund, LLC September 2013 - May 2014
Savage Consulting August 2010 - May 2012
Wedbush Morgan Securities June 2010 - July 2011
Profil July 2008 - July 2009
La Jolla Beach and Tennis Club July 2007 - May 2009
Morgan Stanley July 2005 - March 2006
Skills
Due Diligence, Equity Research, Analysis, Finance, Equities, Venture Capital, Valuation, Financial Modeling, Investments, Economics, Research, Financial Analysis, Clinical Research, Data Analysis, Portfolio Management
Education
Cornell University 2013 — 2014
MBA with distinction (GPA 3.93, top 10% of class), Capital Markets and Asset Management immersion (CMAM)
University of Toledo 2009 — 2014
MD, Doctor of Medicine
University of California, San Diego 2000 — 2007
BS, Human Biology, Management Science (Economics)
San Luis High
Jared Stern's Morgan Stanley Experience June 2014 - Present
Job Investment Banking Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2014 - Present
Morgan Stanley June 2013 - August 2013
Cappello Capital Corp. June 2012 - August 2012
UCSC Economics Department April 2012 - June 2012
Skills
LaTeX, R, Capital IQ, Microsoft Excel, Microsoft Word, PowerPoint, Financial Analysis, Financial Accounting, Fundraising, Statistical Data..., Nonprofits, Social Media, Public Speaking, Economics, Finance, Financial Modeling, Investment Banking, Valuation
Education
University of California, Berkeley 2012 — 2013
Bachelor of Arts (B.A.), Economics
University of California, Santa Cruz 2010 — 2012
Economics, Mathematics, General Education
Morgan Stanley June 2014 - Present
Morgan Stanley June 2013 - August 2013
Cappello Capital Corp. June 2012 - August 2012
UCSC Economics Department April 2012 - June 2012
Skills
LaTeX, R, Capital IQ, Microsoft Excel, Microsoft Word, PowerPoint, Financial Analysis, Financial Accounting, Fundraising, Statistical Data..., Nonprofits, Social Media, Public Speaking, Economics, Finance, Financial Modeling, Investment Banking, Valuation
Education
University of California, Berkeley 2012 — 2013
Bachelor of Arts (B.A.), Economics
University of California, Santa Cruz 2010 — 2012
Economics, Mathematics, General Education
Gideon Young Gideon Young's Morgan Stanley Experience May 1985 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 1985 - Present
Recreation Resources March 1978 - April 1985
Education
Wharton School, University of Pennsylvania 2000 — 2001
Certified Investment Management Analyst, Investments and Securities
University of California, San Diego 1971 — 1973
Bachelor of Science, Intramural Sports
Morgan Stanley May 1985 - Present
Recreation Resources March 1978 - April 1985
Education
Wharton School, University of Pennsylvania 2000 — 2001
Certified Investment Management Analyst, Investments and Securities
University of California, San Diego 1971 — 1973
Bachelor of Science, Intramural Sports
Steve M. Kehoe, CFP Steve M. Kehoe, CFP's Morgan Stanley Experience August 1995 - May 2007
Job Senior Vice President at UBS Financial Services, Inc.
Industry Investment Management
Experience
UBS Financial Services, Inc. May 2007 - Present
Morgan Stanley August 1995 - May 2007
Education
University of Colorado Boulder 1990 — 1992
MS, Civil Engineering
University of California, Santa Barbara 1980 — 1984
BA, Chemistry
UBS Financial Services, Inc. May 2007 - Present
Morgan Stanley August 1995 - May 2007
Education
University of Colorado Boulder 1990 — 1992
MS, Civil Engineering
University of California, Santa Barbara 1980 — 1984
BA, Chemistry
Alejandro De Marzi Alejandro De Marzi's Morgan Stanley Experience November 2011 - February 2013
Job Director Latin American Commodities at Scotiabank
Industry Banking
Experience
Scotiabank April 2013 - Present
Morgan Stanley November 2011 - February 2013
Macquarie Bank March 2009 - November 2011
Cargill December 2007 - December 2008
Cargill February 2005 - December 2007
Cargill July 2003 - February 2005
Skills
Hedging, Commodity, Commodity Markets, Financial Risk, Commodity Risk..., Agriculture, Negotiation, Series 3 (NFA..., Corporate Finance, Management, Risk Management, Finance, Trading, Options, Financial Services, Structured Finance, Financial Analysis
Education
University of California, Santa Barbara 1999 — 2002
B.A, Economics
James Logan High School 1996 — 1999
Scotiabank April 2013 - Present
Morgan Stanley November 2011 - February 2013
Macquarie Bank March 2009 - November 2011
Cargill December 2007 - December 2008
Cargill February 2005 - December 2007
Cargill July 2003 - February 2005
Skills
Hedging, Commodity, Commodity Markets, Financial Risk, Commodity Risk..., Agriculture, Negotiation, Series 3 (NFA..., Corporate Finance, Management, Risk Management, Finance, Trading, Options, Financial Services, Structured Finance, Financial Analysis
Education
University of California, Santa Barbara 1999 — 2002
B.A, Economics
James Logan High School 1996 — 1999
James Min James Min's Morgan Stanley Experience April 2008 - April 2009
Job Finance Manager at Live Nation Entertainment
Industry Consumer Goods
Experience
Live Nation Entertainment November 2014 - Present
Mattel March 2012 - October 2014
Mattel July 2011 - March 2012
The Walt Disney Company February 2011 - May 2011
The Lancer Group September 2009 - June 2010
Morgan Stanley April 2008 - April 2009
Wachovia Securities November 2007 - April 2008
Skills
Financial Modeling, Financial Analysis, Data Analysis, Oracle, SAP, Essbase, Hyperion, Forecasting, Planning, Excel, PowerPoint, Operations, Operational Excellence, Microsoft Excel, Microsoft Office, Analytics, Project Planning, Process Improvement, Finance, Management, Leadership, Budgets, Analysis, Business Analysis, Strategy, Variance Analysis, Competitive Analysis, Market Research, Financial Reporting, Account Reconciliation, Financial Forecasting, Corporate Finance, Cross-functional Team..., Microsoft Word
Education
University of California, San Diego 2005 — 2010
BA., Economics
Live Nation Entertainment November 2014 - Present
Mattel March 2012 - October 2014
Mattel July 2011 - March 2012
The Walt Disney Company February 2011 - May 2011
The Lancer Group September 2009 - June 2010
Morgan Stanley April 2008 - April 2009
Wachovia Securities November 2007 - April 2008
Skills
Financial Modeling, Financial Analysis, Data Analysis, Oracle, SAP, Essbase, Hyperion, Forecasting, Planning, Excel, PowerPoint, Operations, Operational Excellence, Microsoft Excel, Microsoft Office, Analytics, Project Planning, Process Improvement, Finance, Management, Leadership, Budgets, Analysis, Business Analysis, Strategy, Variance Analysis, Competitive Analysis, Market Research, Financial Reporting, Account Reconciliation, Financial Forecasting, Corporate Finance, Cross-functional Team..., Microsoft Word
Education
University of California, San Diego 2005 — 2010
BA., Economics
Michelle Law Michelle Law's Morgan Stanley Experience 2003 - 2003
Job Inside Named Account Manger at FireEye, Inc.
Industry Computer & Network Security
Experience
FireEye, Inc. January 2014 - Present
FireEye January 2013 - January 2014
FireEye August 2010 - January 2013
Island Hospitality April 2009 - August 2010
Marriott Residence Inn- Campbell/ Mt View/ Silicon Valley July 2008 - April 2009
Marriott Residence Inn February 2007 - April 2008
Marriott Residence Inn August 2006 - February 2007
Morgan Stanley 2003 - 2003
Skills
Account Management, Salesforce.com, Team Building, Marketing Strategy, Fundraising, Sales Operations, Sales, Lead Generation, Business Development, Strategic Partnerships, Cold Calling, Solution Selling, Direct Sales, Sales Process, SaaS, Enterprise Software, Cloud Computing, Selling
Education
University of California, Santa Cruz 2001 — 2005
BS, Business Management Economics
FireEye, Inc. January 2014 - Present
FireEye January 2013 - January 2014
FireEye August 2010 - January 2013
Island Hospitality April 2009 - August 2010
Marriott Residence Inn- Campbell/ Mt View/ Silicon Valley July 2008 - April 2009
Marriott Residence Inn February 2007 - April 2008
Marriott Residence Inn August 2006 - February 2007
Morgan Stanley 2003 - 2003
Skills
Account Management, Salesforce.com, Team Building, Marketing Strategy, Fundraising, Sales Operations, Sales, Lead Generation, Business Development, Strategic Partnerships, Cold Calling, Solution Selling, Direct Sales, Sales Process, SaaS, Enterprise Software, Cloud Computing, Selling
Education
University of California, Santa Cruz 2001 — 2005
BS, Business Management Economics
Hyejin Ju Hyejin Ju's Morgan Stanley Experience April 2013 - Present
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2013 - Present
Morgan Stanley June 2012 - September 2012
Skills
Matlab, Mathematica, Condensed Matter Physics, R, Mathematical Modeling, Statistics, VBA, Bloomberg, Theory, Data Analysis, Quantitative Analytics, C++, Options, Financial Analysis, Fixed Income, Financial Modeling, Derivatives
Education
University of California, Santa Barbara 2007 — 2013
Ph. D., Physics
The Cooper Union for the Advancement of Science and Art 2003 — 2007
B.S., Engineering
Morgan Stanley April 2013 - Present
Morgan Stanley June 2012 - September 2012
Skills
Matlab, Mathematica, Condensed Matter Physics, R, Mathematical Modeling, Statistics, VBA, Bloomberg, Theory, Data Analysis, Quantitative Analytics, C++, Options, Financial Analysis, Fixed Income, Financial Modeling, Derivatives
Education
University of California, Santa Barbara 2007 — 2013
Ph. D., Physics
The Cooper Union for the Advancement of Science and Art 2003 — 2007
B.S., Engineering
Randy Rodriguez Randy Rodriguez's Morgan Stanley Experience October 2006 - February 2009
Job RBC capital markets
Industry Financial Services
Experience
RBC capital markets August 2011 - Present
Morgan Stanley October 2006 - February 2009
New England Financial July 2003 - October 2006
Skills
Investments, Wealth Management, Mutual Funds, Finance, Asset Management, Private Equity, Leadership, Business Development, Retirement, Financial Services, Insurance, Real Estate, Asset Managment, Strategic Planning, Estate Planning, Series 7, Strategic Financial..., Loans, Employee Benefits, Accounting, Retirement Planning, Valuation, Small Business, Business, Corporate Law
Education
UC Riverside
Bachelor of Science, Finance
RBC capital markets August 2011 - Present
Morgan Stanley October 2006 - February 2009
New England Financial July 2003 - October 2006
Skills
Investments, Wealth Management, Mutual Funds, Finance, Asset Management, Private Equity, Leadership, Business Development, Retirement, Financial Services, Insurance, Real Estate, Asset Managment, Strategic Planning, Estate Planning, Series 7, Strategic Financial..., Loans, Employee Benefits, Accounting, Retirement Planning, Valuation, Small Business, Business, Corporate Law
Education
UC Riverside
Bachelor of Science, Finance
Jonathan Chen's Morgan Stanley Experience June 2011 - November 2013
Job Corporate Development & Strategy at Twitter
Industry Internet
Experience
Twitter November 2013 - Present
Morgan Stanley June 2011 - November 2013
Oracle Corporation July 2005 - July 2010
Education
University of Southern California - Marshall School of Business 2010 — 2012
MBA
University of California, Santa Barbara 2001 — 2005
B.S., Computer Engineering
Twitter November 2013 - Present
Morgan Stanley June 2011 - November 2013
Oracle Corporation July 2005 - July 2010
Education
University of Southern California - Marshall School of Business 2010 — 2012
MBA
University of California, Santa Barbara 2001 — 2005
B.S., Computer Engineering
Chris Ralston Chris Ralston's Morgan Stanley Experience July 1996 - October 1997
Job Vice President, Business Development West at EverBank
Industry Financial Services
Experience
EverBank August 2013 - Present
Macquarie Equipment Finance February 2012 - August 2013
LFC Capital, Inc. January 2011 - February 2012
MEI Healthcare Capital June 2010 - January 2011
Tygris Commercial Finance / Marcap Corp August 2004 - December 2008
Wells Fargo Financial September 2003 - August 2004
DVI FINANCIAL September 1999 - August 2003
Matsco Financial October 1997 - September 1999
MATSCO FINANCIAL CORPORATION October 1997 - September 1999
Morgan Stanley July 1996 - October 1997
Education
University of California, Santa Barbara 1985 — 1990
Bachelor of Arts, Economics
EverBank August 2013 - Present
Macquarie Equipment Finance February 2012 - August 2013
LFC Capital, Inc. January 2011 - February 2012
MEI Healthcare Capital June 2010 - January 2011
Tygris Commercial Finance / Marcap Corp August 2004 - December 2008
Wells Fargo Financial September 2003 - August 2004
DVI FINANCIAL September 1999 - August 2003
Matsco Financial October 1997 - September 1999
MATSCO FINANCIAL CORPORATION October 1997 - September 1999
Morgan Stanley July 1996 - October 1997
Education
University of California, Santa Barbara 1985 — 1990
Bachelor of Arts, Economics
Samantha Duenas Samantha Duenas's Morgan Stanley Experience September 2004 - September 2005
Job Public Relationsat 722 Figueroa Showroom
Industry Marketing and Advertising
Experience
722 Figueroa Showroom July 2010 - Present
Sosupersam.com May 2007 - Present
NPA August 2007 - August 2010
Transit Events April 2007 - April 2008
DDO Artists Agency July 2006 - July 2007
Morgan Stanley September 2004 - September 2005
Education
University of California, San Diego 2002 — 2006
B.A., Economics
Notre Dame Academy 1998 — 2002
HS Diploma
722 Figueroa Showroom July 2010 - Present
Sosupersam.com May 2007 - Present
NPA August 2007 - August 2010
Transit Events April 2007 - April 2008
DDO Artists Agency July 2006 - July 2007
Morgan Stanley September 2004 - September 2005
Education
University of California, San Diego 2002 — 2006
B.A., Economics
Notre Dame Academy 1998 — 2002
HS Diploma
Marcus Anderson, CIMA®, AIF®'s Morgan Stanley Experience 2000 - 2002
Job Vice President, Regional Advisory Consultant at LPL Financial
Industry Financial Services
Experience
LPL Financial January 2008 - June 2015
LPL August 2005 - January 2008
LPL 2002 - July 2005
Morgan Stanley 2000 - 2002
Ritz-Carlton 1997 - 2000
Skills
Investments, Financial Services, Strategic Planning, Securities, Financial Advisory, Wealth Management, Series 7, Asset Allocation, Training, Alternative Investments, Mutual Funds, Asset Managment, Risk Management, Asset Management, Investment Advisory, Finance, Retirement Planning, Trading, Banking, Portfolio Management, Financial Planning, Retirement, Management, Investment Strategies, Investment Management, Financial Analysis, Fixed Income
Education
University of California, Santa Barbara 1993 — 1997
BA, Business/Economics, Minor - Japanese
LPL Financial January 2008 - June 2015
LPL August 2005 - January 2008
LPL 2002 - July 2005
Morgan Stanley 2000 - 2002
Ritz-Carlton 1997 - 2000
Skills
Investments, Financial Services, Strategic Planning, Securities, Financial Advisory, Wealth Management, Series 7, Asset Allocation, Training, Alternative Investments, Mutual Funds, Asset Managment, Risk Management, Asset Management, Investment Advisory, Finance, Retirement Planning, Trading, Banking, Portfolio Management, Financial Planning, Retirement, Management, Investment Strategies, Investment Management, Financial Analysis, Fixed Income
Education
University of California, Santa Barbara 1993 — 1997
BA, Business/Economics, Minor - Japanese
Stephanie Brady Stephanie Brady's Morgan Stanley Experience 2011 - 2013
Job Equity Research | Financial Services Expertise
Industry Investment Management
Experience
Merrill Lynch Wealth Management 2013 - 2014
Morgan Stanley 2011 - 2013
Millennium Partners LP 2007 - 2009
Pirate Capital LLC 2004 - 2007
European Investors Inc. 2000 - 2003
Cliffwood Partners LLC 1998 - 2000
CB Richard Ellis, Financial Consulting Group 1996 - 1998
Skills
Series 7, Series 31, Series 66, Licensed Life & Health..., Buyside Analyst, Financial Analysis, Portfolio Management, Wealth Management, Bloomberg, Microsoft Excel, Microsoft Access, Thomson One Analytics, SQL, Asset Management, Equities, Equity Research, FINRA, Hedge Funds, Investments
Education
UCSD 1993 — 1995
Bachelor of Science, Management Science, Provost Honors
Merrill Lynch Wealth Management 2013 - 2014
Morgan Stanley 2011 - 2013
Millennium Partners LP 2007 - 2009
Pirate Capital LLC 2004 - 2007
European Investors Inc. 2000 - 2003
Cliffwood Partners LLC 1998 - 2000
CB Richard Ellis, Financial Consulting Group 1996 - 1998
Skills
Series 7, Series 31, Series 66, Licensed Life & Health..., Buyside Analyst, Financial Analysis, Portfolio Management, Wealth Management, Bloomberg, Microsoft Excel, Microsoft Access, Thomson One Analytics, SQL, Asset Management, Equities, Equity Research, FINRA, Hedge Funds, Investments
Education
UCSD 1993 — 1995
Bachelor of Science, Management Science, Provost Honors
Nikolay Varbanets Nikolay Varbanets's Morgan Stanley Experience November 2014 - Present
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2014 - Present
Education
University of California, San Diego 2006 — 2010
Bachelor's Degree
Los Altos High School 2002 — 2006
Morgan Stanley November 2014 - Present
Education
University of California, San Diego 2006 — 2010
Bachelor's Degree
Los Altos High School 2002 — 2006
Pam McComas CFP®'s Morgan Stanley Experience June 2009 - August 2010
Job Managing Director/Branch Manager at Raymond James Financial, Inc.
Industry Investment Management
Experience
UBS Wealth Management August 2010 - September 2014
Morgan Stanley June 2009 - August 2010
Smith Barney September 2000 - May 2009
Merrill Lynch January 1976 - October 1984
Skills
Hedge Funds, Strategic Financial..., Finance, Retirement Planning, Portfolio Management, Investments, Financial Planning, Asset Allocation, Series 63, Securities, Management, Wealth Management, Financial Services, Financial Advisory, Risk Management, Investment Strategies, Investment Advisory, Asset Management
Education
University of California, Santa Barbara 1982 — 1986
UBS Wealth Management August 2010 - September 2014
Morgan Stanley June 2009 - August 2010
Smith Barney September 2000 - May 2009
Merrill Lynch January 1976 - October 1984
Skills
Hedge Funds, Strategic Financial..., Finance, Retirement Planning, Portfolio Management, Investments, Financial Planning, Asset Allocation, Series 63, Securities, Management, Wealth Management, Financial Services, Financial Advisory, Risk Management, Investment Strategies, Investment Advisory, Asset Management
Education
University of California, Santa Barbara 1982 — 1986
Ajinkya Joshi ☁'s Morgan Stanley Experience June 2014 - September 2014
Job Customer Service Solutions Advisor | Oracle
Industry Marketing and Advertising
Experience
Oracle August 2015 - Present
Morgan Stanley June 2014 - September 2014
City Council Campaign for Cathy Murillo 2011 - 2011
Skills
PowerPoint, Sales, Problem Solving, Teamwork, Public Speaking, SaaS, Tenacious Work Ethic, Customer Service
Education
University of California, Santa Barbara 2011 — 2015
Bachelor's degree, Economics and Accounting
Oracle August 2015 - Present
Morgan Stanley June 2014 - September 2014
City Council Campaign for Cathy Murillo 2011 - 2011
Skills
PowerPoint, Sales, Problem Solving, Teamwork, Public Speaking, SaaS, Tenacious Work Ethic, Customer Service
Education
University of California, Santa Barbara 2011 — 2015
Bachelor's degree, Economics and Accounting
Aaron Silberman Aaron Silberman's Morgan Stanley Experience April 2015 - Present
Job Business Development at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2015 - Present
Morgan Stanley April 2013 - Present
Morgan Stanley January 2010 - March 2013
Morgan Stanley July 2006 - December 2010
Merrill Lynch October 2005 - January 2006
Merrill Lynch July 2003 - September 2003
Skills
Project Planning, Client Interfacing, Equities, Economics, Business Development, Portfolio Management, Project Management, Process Improvement, Team Leadership, Trading, Program Management, Management, Mutual Funds
Education
NYU Stern School of Business 2012 — 2015
Master of Business Administration (MBA)
University of California, Santa Barbara 2001 — 2005
Bachelor of Arts (B.A.), Business Economics, Cum Laude
University of California, Santa Barbara 2001 — 2005
Bachelor of Arts (B.A.), Global and International Studies, Cum Laude
University of California, Center in Paris 2003 — 2003
Hebrew University of Jerusalem 2004 — 2004
B.A, Global and International Studies
Morgan Stanley April 2015 - Present
Morgan Stanley April 2013 - Present
Morgan Stanley January 2010 - March 2013
Morgan Stanley July 2006 - December 2010
Merrill Lynch October 2005 - January 2006
Merrill Lynch July 2003 - September 2003
Skills
Project Planning, Client Interfacing, Equities, Economics, Business Development, Portfolio Management, Project Management, Process Improvement, Team Leadership, Trading, Program Management, Management, Mutual Funds
Education
NYU Stern School of Business 2012 — 2015
Master of Business Administration (MBA)
University of California, Santa Barbara 2001 — 2005
Bachelor of Arts (B.A.), Business Economics, Cum Laude
University of California, Santa Barbara 2001 — 2005
Bachelor of Arts (B.A.), Global and International Studies, Cum Laude
University of California, Center in Paris 2003 — 2003
Hebrew University of Jerusalem 2004 — 2004
B.A, Global and International Studies
E. Brad Scoffin's Morgan Stanley Experience September 1991 - April 2001
Job Solution Oriented Sales Executive Helping Agents and Employers Maximize Results Through Self Funding
Industry Insurance
Experience
NGS CoreSource July 2013 - Present
Houlmont & Associates September 2012 - June 2013
Kalamzoo Regional Chamber March 2007 - June 2013
Colonial Life April 2001 - June 2013
The Honorable Jase Bolger, Speaker of the House - Michigan March 2012 - December 2012
Morgan Stanley September 1991 - April 2001
Landco Labs June 1988 - September 1991
Skills
Microsoft Office, Public Speaking, Creative Concept..., Employee Benefits, Strategic Planning, Customer Relations, Customer Service, Insurance, Budgeting, New Business Development, Health Insurance, Problem Solving, Account Management, Excel, PowerPoint, Word, Benefits, Event Planning, Microsoft Excel, Recruiting, Team Building, Budgets, Microsoft Word, Leadership, Voluntary Employee..., Small Business, Disability Insurance, Training, Sales Management, Customer Satisfaction, Program Management, Time Management, COBRA, Management, Networking, Term Life Insurance, Start-ups, Health Savings Accounts
Education
University of California, San Diego 1985 — 1991
BA: QEDS, Quantitative Economics and Decision Sciences
University of California, San Diego 1985 — 1991
Bachelor's degree - QEDS - Quantitative Economics and Decision Science
NGS CoreSource July 2013 - Present
Houlmont & Associates September 2012 - June 2013
Kalamzoo Regional Chamber March 2007 - June 2013
Colonial Life April 2001 - June 2013
The Honorable Jase Bolger, Speaker of the House - Michigan March 2012 - December 2012
Morgan Stanley September 1991 - April 2001
Landco Labs June 1988 - September 1991
Skills
Microsoft Office, Public Speaking, Creative Concept..., Employee Benefits, Strategic Planning, Customer Relations, Customer Service, Insurance, Budgeting, New Business Development, Health Insurance, Problem Solving, Account Management, Excel, PowerPoint, Word, Benefits, Event Planning, Microsoft Excel, Recruiting, Team Building, Budgets, Microsoft Word, Leadership, Voluntary Employee..., Small Business, Disability Insurance, Training, Sales Management, Customer Satisfaction, Program Management, Time Management, COBRA, Management, Networking, Term Life Insurance, Start-ups, Health Savings Accounts
Education
University of California, San Diego 1985 — 1991
BA: QEDS, Quantitative Economics and Decision Sciences
University of California, San Diego 1985 — 1991
Bachelor's degree - QEDS - Quantitative Economics and Decision Science
Joshua Strawn Joshua Strawn's Morgan Stanley Experience November 1998 - June 2001
Job Vice President Wealth Management at UBS Financial Services Inc
Industry Financial Services
Experience
UBS Financial Services Inc. June 2001 - Present
Morgan Stanley November 1998 - June 2001
Ernst & Young 1996 - November 1998
Moss Adams LLP 1995 - 1996
Skills
Wealth Management, Asset Allocation, Series 7, Strategic Planning, Financial Analysis, Strategic Financial..., Series 63, Investment Management, Investment Strategies, Series 65, Retirement, Retirement Planning, Accounting, Financial Reporting, Business Development, Portfolio Management, Investment Advisory
Education
University of California, Santa Barbara 1991 — 1995
BA, Business Economics - emphasis in accounting
Christian Brothers High School - Sacramento 1985 — 1989
UBS Financial Services Inc. June 2001 - Present
Morgan Stanley November 1998 - June 2001
Ernst & Young 1996 - November 1998
Moss Adams LLP 1995 - 1996
Skills
Wealth Management, Asset Allocation, Series 7, Strategic Planning, Financial Analysis, Strategic Financial..., Series 63, Investment Management, Investment Strategies, Series 65, Retirement, Retirement Planning, Accounting, Financial Reporting, Business Development, Portfolio Management, Investment Advisory
Education
University of California, Santa Barbara 1991 — 1995
BA, Business Economics - emphasis in accounting
Christian Brothers High School - Sacramento 1985 — 1989
Steve Chon Steve Chon's Morgan Stanley Experience June 2007 - December 2007
Job Vice President, Wealth Advisor at BBCN Investment Services
Industry Financial Services
Experience
BBCN Investment Services August 2015 - Present
Panamera Capital February 2011 - March 2015
Euro Pacific Capital December 2007 - February 2011
Morgan Stanley June 2007 - December 2007
Wells Fargo Investments February 2006 - February 2007
Skills
Asset Allocation, Wealth Management, Investment Advisory, Investments, Financial Planning, Portfolio Manager
Education
University of California, San Diego
Bachelor's degree
BBCN Investment Services August 2015 - Present
Panamera Capital February 2011 - March 2015
Euro Pacific Capital December 2007 - February 2011
Morgan Stanley June 2007 - December 2007
Wells Fargo Investments February 2006 - February 2007
Skills
Asset Allocation, Wealth Management, Investment Advisory, Investments, Financial Planning, Portfolio Manager
Education
University of California, San Diego
Bachelor's degree
Erik Malin Erik Malin's Morgan Stanley Experience 1997 - 1999
Job Business Development at Invitae
Industry Biotechnology
Experience
Invitae July 2014 - Present
Ambry Genetics 2010 - 2014
Brown & Brown 2008 - 2009
Trinet 2007 - 2008
Ditech Mortgage Corp 2004 - 2007
ADP 1999 - 2004
Morgan Stanley 1997 - 1999
Skills
Managed Care, Sales Management, Biotechnology, Salesforce.com, Sales, Account Management, Genomics, Cross-functional Team..., Healthcare, Medical Devices, New Business Development, Selling, Sales Operations, Oncology, Product Launch, Life Sciences
Education
University of California, Santa Barbara
BA, Psychology
Invitae July 2014 - Present
Ambry Genetics 2010 - 2014
Brown & Brown 2008 - 2009
Trinet 2007 - 2008
Ditech Mortgage Corp 2004 - 2007
ADP 1999 - 2004
Morgan Stanley 1997 - 1999
Skills
Managed Care, Sales Management, Biotechnology, Salesforce.com, Sales, Account Management, Genomics, Cross-functional Team..., Healthcare, Medical Devices, New Business Development, Selling, Sales Operations, Oncology, Product Launch, Life Sciences
Education
University of California, Santa Barbara
BA, Psychology
Lindsey Newman's Morgan Stanley Experience July 2015 - Present
Job Intern at Morgan Stanley
Industry Marketing and Advertising
Experience
Morgan Stanley July 2015 - Present
Gesher Group May 2015 - Present
Learning Support Services UCSC October 2014 - Present
Gesher Group May 2014 - Present
Gesher Group Consulting Services April 2014 - Present
Bay Tree Bookstore April 2014 - November 2014
Southern California Leadership Council July 2014 - August 2014
Alternative Resolution Centers (ARC) June 2014 - August 2014
UC Santa Cruz September 2013 - June 2014
Urban Outfitters June 2012 - January 2013
Skills
Social Media, Customer Service, Public Relations, Fashion, Training, Marketing, Microsoft Excel, Sustainability, Market Research, Project Management, Community Outreach, Event Planning, Management Consulting, Leadership, Management, Sales, Microsoft Office, Public Speaking
Education
University of California, Santa Cruz 2012 — 2016
Business Management Economics
Oak Park High School
Morgan Stanley July 2015 - Present
Gesher Group May 2015 - Present
Learning Support Services UCSC October 2014 - Present
Gesher Group May 2014 - Present
Gesher Group Consulting Services April 2014 - Present
Bay Tree Bookstore April 2014 - November 2014
Southern California Leadership Council July 2014 - August 2014
Alternative Resolution Centers (ARC) June 2014 - August 2014
UC Santa Cruz September 2013 - June 2014
Urban Outfitters June 2012 - January 2013
Skills
Social Media, Customer Service, Public Relations, Fashion, Training, Marketing, Microsoft Excel, Sustainability, Market Research, Project Management, Community Outreach, Event Planning, Management Consulting, Leadership, Management, Sales, Microsoft Office, Public Speaking
Education
University of California, Santa Cruz 2012 — 2016
Business Management Economics
Oak Park High School
Nader Daylami Nader Daylami's Morgan Stanley Experience June 2010 - July 2012
Job Manager of Finance and Planning at Ursa Resources
Industry Oil & Energy
Experience
Ursa Resources July 2014 - Present
Ursa Resources October 2012 - July 2014
Morgan Stanley June 2010 - July 2012
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Investment Banking, Due Diligence, Private Equity, Mergers & Acquisitions, Finance, Equities, Bloomberg, Investments
Education
University of California, San Diego 2006 — 2010
Joint Degree: Economics & Mathematics
The Kinkaid School 2002 — 2006
Ursa Resources July 2014 - Present
Ursa Resources October 2012 - July 2014
Morgan Stanley June 2010 - July 2012
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Investment Banking, Due Diligence, Private Equity, Mergers & Acquisitions, Finance, Equities, Bloomberg, Investments
Education
University of California, San Diego 2006 — 2010
Joint Degree: Economics & Mathematics
The Kinkaid School 2002 — 2006
Elliot Waniek Elliot Waniek's Morgan Stanley Experience November 2014 - Present
Job Registered Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2014 - Present
Gray Swan Asset Management June 2014 - August 2014
UBS November 2013 - March 2014
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Research, Bloomberg, Valuation, Fixed Income, Equity Research
Education
University of California, Santa Barbara 2010 — 2014
Bachelor of Arts (B.A.), English
American University of Rome
Morgan Stanley November 2014 - Present
Gray Swan Asset Management June 2014 - August 2014
UBS November 2013 - March 2014
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Research, Bloomberg, Valuation, Fixed Income, Equity Research
Education
University of California, Santa Barbara 2010 — 2014
Bachelor of Arts (B.A.), English
American University of Rome
Jennifer Luong Jennifer Luong's Morgan Stanley Experience 2015 - Present
Job
Industry Financial Services
Experience
Morgan Stanley 2015 - Present
JPMorgan Chase & Co. December 2014 - Present
Education
University of California, San Diego 2009 — 2014
Bachelor of Arts (B.A.), Communication
Morgan Stanley 2015 - Present
JPMorgan Chase & Co. December 2014 - Present
Education
University of California, San Diego 2009 — 2014
Bachelor of Arts (B.A.), Communication
Gabriel Weeks's Morgan Stanley Experience January 2015 - Present
Job Assistant Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley October 2013 - December 2014
PHH Home Loans, LLC April 2012 - October 2013
PHH Home Loans, LLC June 2011 - April 2012
Skills
Credit, Loans, Mortgage Lending, Credit Risk, Banking, Credit Analysis, Investments, Loan Origination, Mortgage Banking, Residential Mortgages, Risk Management
Education
University of California, Santa Barbara 2005 — 2009
Bachelor of Science (B.S.), Financial Mathematics and Statistics
Morgan Stanley January 2015 - Present
Morgan Stanley October 2013 - December 2014
PHH Home Loans, LLC April 2012 - October 2013
PHH Home Loans, LLC June 2011 - April 2012
Skills
Credit, Loans, Mortgage Lending, Credit Risk, Banking, Credit Analysis, Investments, Loan Origination, Mortgage Banking, Residential Mortgages, Risk Management
Education
University of California, Santa Barbara 2005 — 2009
Bachelor of Science (B.S.), Financial Mathematics and Statistics
Kelly Clyde Kelly Clyde's Morgan Stanley Experience July 2004 - July 2005
Job Partner and Registered Principal at South Coast Investment Advisors, LLC
Industry Financial Services
Experience
South Coast Investment Advisors July 2009 - Present
Independent Financial Group July 2009 - Present
MCL Financial Group July 2005 - July 2009
Morgan Stanley July 2004 - July 2005
Skills
Securities, Investments, Investment Advisory, Mutual Funds, Insurance, Real Estate Analysis, Retirement Income, Tactical Asset..., Oil & Natural Gas..., Strategic Investment..., Personal Financial..., Legacy Planning, Private Placement..., Non-Traded REIT Analysis, Wealth Accumulation, Wealth Management, REIT, Private Placements, Retirement, Alternative Investments
Education
University of California, Santa Barbara 2000 — 2004
BA, Business Economics
San Ramon Valley High School 1996 — 2000
South Coast Investment Advisors July 2009 - Present
Independent Financial Group July 2009 - Present
MCL Financial Group July 2005 - July 2009
Morgan Stanley July 2004 - July 2005
Skills
Securities, Investments, Investment Advisory, Mutual Funds, Insurance, Real Estate Analysis, Retirement Income, Tactical Asset..., Oil & Natural Gas..., Strategic Investment..., Personal Financial..., Legacy Planning, Private Placement..., Non-Traded REIT Analysis, Wealth Accumulation, Wealth Management, REIT, Private Placements, Retirement, Alternative Investments
Education
University of California, Santa Barbara 2000 — 2004
BA, Business Economics
San Ramon Valley High School 1996 — 2000
John D. Deming John D. Deming's Morgan Stanley Experience March 1994 - March 2012
Job Vice President Wealth Management at UBS Financial Services Inc.,Vice President Wealth Management
Industry Financial Services
Experience
UBS March 2012 - Present
Morgan Stanley March 1994 - March 2012
U.S. Department of State January 1992 - January 1993
United States Senate December 1990 - December 1991
Republican National Committee December 1987 - December 1990
Education
University of Cambridge 1986 — 1987
M.Phil, International Relations
University of California, Los Angeles 1982 — 1986
B.A., Political Science and History majors
UBS March 2012 - Present
Morgan Stanley March 1994 - March 2012
U.S. Department of State January 1992 - January 1993
United States Senate December 1990 - December 1991
Republican National Committee December 1987 - December 1990
Education
University of Cambridge 1986 — 1987
M.Phil, International Relations
University of California, Los Angeles 1982 — 1986
B.A., Political Science and History majors
Darren Shafae's Morgan Stanley Experience January 2000 - April 2001
Job Founder, Papercheck, LLC
Industry Writing and Editing
Experience
EditorLive 2011 - Present
Papercheck, LLC March 2001 - Present
QuinStreet Inc. March 2005 - October 2005
Google Inc. May 2004 - January 2005
Morgan Stanley January 2000 - April 2001
Skills
Web Development, JavaScript, Ruby on Rails, jQuery, Ruby, Start-ups, SEO, Online Marketing, Web Marketing, Usability, PPC, Social Media Marketing, Social Media, Direct Marketing, User Experience, Web Analytics, SEM, Online Advertising, Strategic Partnerships, Digital Marketing, Management, Marketing
Education
University of Miami - School of Business 2001 — 2003
MBA, Marketing/Marketing Management, General
University of California, Santa Barbara 1995 — 1999
BS, Microbiology
Half Moon Bay High School 1992 — 1995
EditorLive 2011 - Present
Papercheck, LLC March 2001 - Present
QuinStreet Inc. March 2005 - October 2005
Google Inc. May 2004 - January 2005
Morgan Stanley January 2000 - April 2001
Skills
Web Development, JavaScript, Ruby on Rails, jQuery, Ruby, Start-ups, SEO, Online Marketing, Web Marketing, Usability, PPC, Social Media Marketing, Social Media, Direct Marketing, User Experience, Web Analytics, SEM, Online Advertising, Strategic Partnerships, Digital Marketing, Management, Marketing
Education
University of Miami - School of Business 2001 — 2003
MBA, Marketing/Marketing Management, General
University of California, Santa Barbara 1995 — 1999
BS, Microbiology
Half Moon Bay High School 1992 — 1995
Alexis Geh's Morgan Stanley Experience October 2013 - Present
Job Wealth Management Intern at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2013 - Present
Education
University of California, Los Angeles 2012 — 2016
Bachelor's Degree, Economics
Marin Academy 2008 — 2012
High School
Morgan Stanley October 2013 - Present
Education
University of California, Los Angeles 2012 — 2016
Bachelor's Degree, Economics
Marin Academy 2008 — 2012
High School
Kristen Needman Kristen Needman's Morgan Stanley Experience July 2004 - September 2005
Job Owner at Mommy's Miracle Cream
Industry Consumer Goods
Experience
Mommy's Miracle Cream March 2014 - Present
ClearRock Capital February 2013 - April 2014
Wetherby Asset Management November 2010 - July 2012
The Portola Group September 2005 - October 2010
Morgan Stanley July 2004 - September 2005
Skills
Series 66, California Notary Public, Asset Management, Securities, Financial Planning, Retirement Planning, Equities, Mutual Funds, Wealth Management, Portfolio Management, Strategic Financial..., Finance, Financial Services, Notary Public, Investment Strategies, Uniform Combined State..., Asset Allocation, Investments
Education
University of California, San Diego 2000 — 2004
Bachelors, Economics
Woodside High School 1993 — 1997
Mommy's Miracle Cream March 2014 - Present
ClearRock Capital February 2013 - April 2014
Wetherby Asset Management November 2010 - July 2012
The Portola Group September 2005 - October 2010
Morgan Stanley July 2004 - September 2005
Skills
Series 66, California Notary Public, Asset Management, Securities, Financial Planning, Retirement Planning, Equities, Mutual Funds, Wealth Management, Portfolio Management, Strategic Financial..., Finance, Financial Services, Notary Public, Investment Strategies, Uniform Combined State..., Asset Allocation, Investments
Education
University of California, San Diego 2000 — 2004
Bachelors, Economics
Woodside High School 1993 — 1997
John Gregory Sanchez's Morgan Stanley Experience April 2007 - May 2008
Job Internet marketing consultant
Industry Internet
Experience
Blue Herring Advisory Group May 2008 - Present
Morgan Stanley April 2007 - May 2008
Independent Derivatives Trader February 2002 - April 2006
San Francisco Community Television Corporation October 2002 - January 2005
Pacific Stock and Options Exchange April 1999 - September 1999
Skills
Marketing Strategy, Research, Retail, Negotiation, Marketing, Fundraising, Social Media, Social Media Marketing, Start-ups, Online Advertising, Public Speaking, Sales, Budgets, Project Management, Real Estate, Public Relations, Event Planning, Social Networking, Business Development, Strategic Financial..., Video Production, Advertising, Television, Blogging, Event Management, Video, Creative Writing, Digital Media, Nonprofits, Online Marketing, Team Building, Marketing Communications, Analysis, Entrepreneurship, Management
Education
University of California, Santa Cruz 1999 — 2001
BA, Economics
Blue Herring Advisory Group May 2008 - Present
Morgan Stanley April 2007 - May 2008
Independent Derivatives Trader February 2002 - April 2006
San Francisco Community Television Corporation October 2002 - January 2005
Pacific Stock and Options Exchange April 1999 - September 1999
Skills
Marketing Strategy, Research, Retail, Negotiation, Marketing, Fundraising, Social Media, Social Media Marketing, Start-ups, Online Advertising, Public Speaking, Sales, Budgets, Project Management, Real Estate, Public Relations, Event Planning, Social Networking, Business Development, Strategic Financial..., Video Production, Advertising, Television, Blogging, Event Management, Video, Creative Writing, Digital Media, Nonprofits, Online Marketing, Team Building, Marketing Communications, Analysis, Entrepreneurship, Management
Education
University of California, Santa Cruz 1999 — 2001
BA, Economics
Monica Suzara's Morgan Stanley Experience March 2004 - January 2009
Job Senior Registered Client Service Manager at Gupta Wealth Management
Industry Financial Services
Experience
Gupta Wealth Management October 2013 - Present
UBS October 2010 - October 2013
Wells Fargo Advisors January 2009 - October 2010
Morgan Stanley March 2004 - January 2009
UBS March 2000 - March 2004
Skills
Series 7, Series 66, Series 31, CA Insurance License
Education
UCSD
Bachelor of Arts (B.A.)
Gupta Wealth Management October 2013 - Present
UBS October 2010 - October 2013
Wells Fargo Advisors January 2009 - October 2010
Morgan Stanley March 2004 - January 2009
UBS March 2000 - March 2004
Skills
Series 7, Series 66, Series 31, CA Insurance License
Education
UCSD
Bachelor of Arts (B.A.)
Amy Misawa, MBT Amy Misawa, MBT's Morgan Stanley Experience 1999 - 2003
Job
Industry Accounting
Experience
Intuit 2011 - 2012
Motorola Mobility 2011 - 2011
Sempra Energy 2007 - 2010
Income Tax Service 2003 - 2010
H&R Block 2006 - 2007
LPL Financial 2004 - 2006
Brandes Investment Partners 2004 - 2005
Morgan Stanley 1999 - 2003
Skills
Financial Analysis, Financial Statements, Tax, Sarbanes-Oxley Act, Investments, Forecasting, Accounting, Account Reconciliation, GAAP, Process Improvement, Auditing, Financial Accounting, Tax Accounting, Tax Law, QuickBooks, Internal Audit, Internal Controls, Corporate Tax, Tax Preparation, Tax Returns, Tax Research
Education
USC Leventhal School of Accounting
Master of Business Taxation, 2013
University of California, San Diego
Bachelor of Science
Intuit 2011 - 2012
Motorola Mobility 2011 - 2011
Sempra Energy 2007 - 2010
Income Tax Service 2003 - 2010
H&R Block 2006 - 2007
LPL Financial 2004 - 2006
Brandes Investment Partners 2004 - 2005
Morgan Stanley 1999 - 2003
Skills
Financial Analysis, Financial Statements, Tax, Sarbanes-Oxley Act, Investments, Forecasting, Accounting, Account Reconciliation, GAAP, Process Improvement, Auditing, Financial Accounting, Tax Accounting, Tax Law, QuickBooks, Internal Audit, Internal Controls, Corporate Tax, Tax Preparation, Tax Returns, Tax Research
Education
USC Leventhal School of Accounting
Master of Business Taxation, 2013
University of California, San Diego
Bachelor of Science
Chris Heller Chris Heller's Morgan Stanley Experience January 2001 - May 2003
Job Private Client Associate at Brouwer & Janachowski. Owner at Purple Monkey Photo & Purple Monkey Hair
Industry Events Services
Experience
Purple Monkey Hair, LLC October 2013 - Present
Brouwer & Janachowski June 2013 - Present
Purple Monkey Photo, LLC 2009 - Present
FirstREX August 2012 - February 2013
Consumer Credit Counseling Service (of San Francisco) October 2008 - August 2012
Cellar 46 / Awinestore.com October 2006 - September 2008
Barclays October 2004 - July 2006
SDR Capital Management July 2003 - September 2004
Morgan Stanley January 2001 - May 2003
Education
University of California, Santa Barbara 1996 — 2000
Bachelor of Science (BS), Business/Economics
University of Pittsburgh 1999 — 1999
World Studies - Semester At Sea
The Branson School 1992 — 1996
High School
Purple Monkey Hair, LLC October 2013 - Present
Brouwer & Janachowski June 2013 - Present
Purple Monkey Photo, LLC 2009 - Present
FirstREX August 2012 - February 2013
Consumer Credit Counseling Service (of San Francisco) October 2008 - August 2012
Cellar 46 / Awinestore.com October 2006 - September 2008
Barclays October 2004 - July 2006
SDR Capital Management July 2003 - September 2004
Morgan Stanley January 2001 - May 2003
Education
University of California, Santa Barbara 1996 — 2000
Bachelor of Science (BS), Business/Economics
University of Pittsburgh 1999 — 1999
World Studies - Semester At Sea
The Branson School 1992 — 1996
High School
Brian Taggart's Morgan Stanley Experience 2001 - 2002
Job Assurance Director at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP September 2004 - Present
Morgan Stanley 2001 - 2002
Skills
SEC filings, Auditing, Accounting, CPA, US GAAP, IFRS, Financial Accounting, SOX 404, GAAP, Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Financial Statements
Education
University of Southern California - Marshall School of Business 2003 — 2004
MAcc, Accounting
University of California, San Diego 1998 — 2001
BS, BA, Manageement Science, Political Science
BDO USA, LLP September 2004 - Present
Morgan Stanley 2001 - 2002
Skills
SEC filings, Auditing, Accounting, CPA, US GAAP, IFRS, Financial Accounting, SOX 404, GAAP, Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Financial Statements
Education
University of Southern California - Marshall School of Business 2003 — 2004
MAcc, Accounting
University of California, San Diego 1998 — 2001
BS, BA, Manageement Science, Political Science
Regina Zhou Regina Zhou's Morgan Stanley Experience April 2007 - January 2008
Job Sr. Staff Accountant at Alteryx
Industry Accounting
Experience
Alteryx, Inc. October 2013 - Present
Alteryx March 2012 - September 2013
Altegris Investments August 2011 - March 2012
FMT Consultants, LLC July 2010 - August 2011
University of California, San Diego June 2008 - July 2010
Alpha Kappa Psi November 2005 - June 2008
Morgan Stanley April 2007 - January 2008
Border Construction Specialties July 2006 - March 2007
Old Navy June 2005 - September 2005
Skills
Accounts Payable, Accounts Receivable, Excel, PowerPoint, Word, Microsoft CRM, Customer Relations, Outlook, Microsoft Excel, Microsoft Word, Customer Service, Accounting, SharePoint, Account Management, Financial Analysis, Forecasting, Business Analysis, Data Analysis, Salesforce.com, Microsoft Office, Financial Reporting, Business Development, Analysis, Process Improvement, Leadership
Education
University of California, San Diego 2004 — 2008
BA, Economics
MiraCosta College
Accounting
Alteryx, Inc. October 2013 - Present
Alteryx March 2012 - September 2013
Altegris Investments August 2011 - March 2012
FMT Consultants, LLC July 2010 - August 2011
University of California, San Diego June 2008 - July 2010
Alpha Kappa Psi November 2005 - June 2008
Morgan Stanley April 2007 - January 2008
Border Construction Specialties July 2006 - March 2007
Old Navy June 2005 - September 2005
Skills
Accounts Payable, Accounts Receivable, Excel, PowerPoint, Word, Microsoft CRM, Customer Relations, Outlook, Microsoft Excel, Microsoft Word, Customer Service, Accounting, SharePoint, Account Management, Financial Analysis, Forecasting, Business Analysis, Data Analysis, Salesforce.com, Microsoft Office, Financial Reporting, Business Development, Analysis, Process Improvement, Leadership
Education
University of California, San Diego 2004 — 2008
BA, Economics
MiraCosta College
Accounting
H. River Brown's Morgan Stanley Experience 2000 - 2005
Job New Business, Northeast Region at Websense
Industry Internet
Experience
Websense April 2011 - Present
Ashford University July 2008 - February 2011
Bank of America June 2005 - June 2008
Morgan Stanley 2000 - 2005
Skills
New Business Development, Business Development, Marketing, Sales Process, Salesforce.com, Sales, Sales Management, Start-ups, Account Management, Solution Selling, Marketing Strategy, Direct Sales, Strategic Partnerships, Lead Generation, Contract Negotiation, Strategy, Selling, SaaS, Entrepreneurship, CRM, Cold Calling, Sales Presentations, Leadership
Education
Ashford University 2009 — 2012
MBA, Marketing
University of California, Santa Barbara 1990 — 1994
Redwood High School 1985 — 1989
Diploma, General
Websense April 2011 - Present
Ashford University July 2008 - February 2011
Bank of America June 2005 - June 2008
Morgan Stanley 2000 - 2005
Skills
New Business Development, Business Development, Marketing, Sales Process, Salesforce.com, Sales, Sales Management, Start-ups, Account Management, Solution Selling, Marketing Strategy, Direct Sales, Strategic Partnerships, Lead Generation, Contract Negotiation, Strategy, Selling, SaaS, Entrepreneurship, CRM, Cold Calling, Sales Presentations, Leadership
Education
Ashford University 2009 — 2012
MBA, Marketing
University of California, Santa Barbara 1990 — 1994
Redwood High School 1985 — 1989
Diploma, General
Orlo Elfes Orlo Elfes's Morgan Stanley Experience May 1992 - December 2008
Job Vice President Investments at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. December 2008 - Present
Morgan Stanley May 1992 - December 2008
Northrop Grumman June 1982 - May 1992
Education
University of California, Los Angeles 1979 — 1982
M.A., Climatology
University of California, Los Angeles 1975 — 1979
B.A., Physical Geography
UBS Financial Services Inc. December 2008 - Present
Morgan Stanley May 1992 - December 2008
Northrop Grumman June 1982 - May 1992
Education
University of California, Los Angeles 1979 — 1982
M.A., Climatology
University of California, Los Angeles 1975 — 1979
B.A., Physical Geography
Brandon Waddell Brandon Waddell's Morgan Stanley Experience 2001 - 2002
Job Independent Real Estate Professional
Industry Real Estate
Experience
Real Estate 2002 - Present
California Glass of Vallejo February 2012 - June 2014
Meritage Builders 2005 - 2010
Commercial Development Consulting Services 2003 - 2005
Morgan Stanley 2001 - 2002
Skills
First Time Home Buyers, Buyer Representation, REO, SFR, Short Sales, Foreclosures, Relocation, Sellers, Single Family Homes, Referrals
Education
University of California, Santa Barbara 1996 — 2000
Bachelor of Arts (BA), History
University of California, Santa Barbara 1996 — 2000
Bachelor's degree, History
Real Estate 2002 - Present
California Glass of Vallejo February 2012 - June 2014
Meritage Builders 2005 - 2010
Commercial Development Consulting Services 2003 - 2005
Morgan Stanley 2001 - 2002
Skills
First Time Home Buyers, Buyer Representation, REO, SFR, Short Sales, Foreclosures, Relocation, Sellers, Single Family Homes, Referrals
Education
University of California, Santa Barbara 1996 — 2000
Bachelor of Arts (BA), History
University of California, Santa Barbara 1996 — 2000
Bachelor's degree, History
Farhad Attaie Farhad Attaie's Morgan Stanley Experience 2001 - 2003
Job Cofounder @hellosmile
Industry Hospital & Health Care
Experience
hellosmile December 2007 - Present
h2LAB Design and Innovation for Health & Happiness 2012 - Present
fact0ry February 2012 - June 2013
Bold Academy February 2012 - February 2013
DO.LIVE.LOVE January 2012 - February 2013
Curve Dental, Inc. January 2010 - January 2013
Bliss Responsibly July 2007 - July 2008
Merrill Lynch January 2004 - December 2006
Morgan Stanley 2001 - 2003
Skills
Healthcare, Entrepreneurship, User Experience, Social Entrepreneurship, Strategy, Start-ups, Leadership, Business Development, Information Design, Creative Direction, Social Media, Experience Design, Business Modeling, Mobile Applications, Strategic Partnerships, E-commerce, Nonprofits, Private Equity, Business Strategy, Analytics, Venture Capital, Digital Strategy, Social Media Marketing, Innovation Management, Mobile Devices, Web Design, Product Management, Design Thinking, Online Marketing, Social Innovation, Marketing Strategy, User Experience Design, User-centered Design
Education
University of California, San Diego 2002 — 2005
Bachelor's degree, Communication and Media Studies
Palo Alto High School
GED
hellosmile December 2007 - Present
h2LAB Design and Innovation for Health & Happiness 2012 - Present
fact0ry February 2012 - June 2013
Bold Academy February 2012 - February 2013
DO.LIVE.LOVE January 2012 - February 2013
Curve Dental, Inc. January 2010 - January 2013
Bliss Responsibly July 2007 - July 2008
Merrill Lynch January 2004 - December 2006
Morgan Stanley 2001 - 2003
Skills
Healthcare, Entrepreneurship, User Experience, Social Entrepreneurship, Strategy, Start-ups, Leadership, Business Development, Information Design, Creative Direction, Social Media, Experience Design, Business Modeling, Mobile Applications, Strategic Partnerships, E-commerce, Nonprofits, Private Equity, Business Strategy, Analytics, Venture Capital, Digital Strategy, Social Media Marketing, Innovation Management, Mobile Devices, Web Design, Product Management, Design Thinking, Online Marketing, Social Innovation, Marketing Strategy, User Experience Design, User-centered Design
Education
University of California, San Diego 2002 — 2005
Bachelor's degree, Communication and Media Studies
Palo Alto High School
GED
Christopher Hagopian Christopher Hagopian's Morgan Stanley Experience 1996 - 1998
Job Vice President Wealth Management at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc May 2010 - Present
Bank of America / Merrill Lynch October 2009 - May 2010
Banc of America Investments October 2004 - October 2009
Morgan Stanley Smith Barney 1998 - 2004
Morgan Stanley 1996 - 1998
Education
UC San Diego 1994 — 1998
B.A.
UBS Financial Services, Inc May 2010 - Present
Bank of America / Merrill Lynch October 2009 - May 2010
Banc of America Investments October 2004 - October 2009
Morgan Stanley Smith Barney 1998 - 2004
Morgan Stanley 1996 - 1998
Education
UC San Diego 1994 — 1998
B.A.
Fionah Cordova Lopez Fionah Cordova Lopez's Morgan Stanley Experience March 2014 - February 2015
Job Banking & Brokerage Investment Advisory
Industry Financial Services
Experience
Merrill Lynch April 2015 - Present
Morgan Stanley March 2014 - February 2015
Jack Harriman & Associates April 2011 - June 2013
Waddell & Reed September 2012 - March 2013
Amigos Realty August 2006 - March 2011
Las Vegas Referral Realty April 2006 - April 2009
Century 21 Colonial Realty June 2005 - August 2006
Education
University of California, San Diego 1994 — 1998
BA
Merrill Lynch April 2015 - Present
Morgan Stanley March 2014 - February 2015
Jack Harriman & Associates April 2011 - June 2013
Waddell & Reed September 2012 - March 2013
Amigos Realty August 2006 - March 2011
Las Vegas Referral Realty April 2006 - April 2009
Century 21 Colonial Realty June 2005 - August 2006
Education
University of California, San Diego 1994 — 1998
BA
Erik Aberg's Morgan Stanley Experience 2005 - 2006
Job MBA Candidate at USC Marshall | Business Development Professional
Industry Computer Software
Experience
Technology Services Industry Association (TSIA) May 2015 - Present
MIR3 March 2013 - April 2015
Bainbridge Capital September 2007 - June 2012
Bainbridge Capital January 2007 - August 2007
Bainbridge Capital July 2006 - December 2006
Morgan Stanley 2005 - 2006
Marcus Evans 2004 - 2005
Skills
Financial Modeling, Mergers, Team Leadership, Management, Private Equity, DCF, Valuation, Investment Banking, Mergers & Acquisitions, Sales, Sales Management, Account Management, Market Research, Strategic Planning, Business Strategy, Corporate Development, Business Development, Business Analysis, Capital Markets, Capital Raising, Corporate Finance, Due Diligence, Leadership, Financial Analysis, Competitive Analysis, Business Valuation, Strategy, Investments, Finance
Education
University of Southern California 2014 — 2017
Master of Business Administration (M.B.A.)
University of California, San Diego
BA, Economics
Technology Services Industry Association (TSIA) May 2015 - Present
MIR3 March 2013 - April 2015
Bainbridge Capital September 2007 - June 2012
Bainbridge Capital January 2007 - August 2007
Bainbridge Capital July 2006 - December 2006
Morgan Stanley 2005 - 2006
Marcus Evans 2004 - 2005
Skills
Financial Modeling, Mergers, Team Leadership, Management, Private Equity, DCF, Valuation, Investment Banking, Mergers & Acquisitions, Sales, Sales Management, Account Management, Market Research, Strategic Planning, Business Strategy, Corporate Development, Business Development, Business Analysis, Capital Markets, Capital Raising, Corporate Finance, Due Diligence, Leadership, Financial Analysis, Competitive Analysis, Business Valuation, Strategy, Investments, Finance
Education
University of Southern California 2014 — 2017
Master of Business Administration (M.B.A.)
University of California, San Diego
BA, Economics
Beth Spiegel's Morgan Stanley Experience 2000 - 2001
Job Vice President, Sales and Service
Industry Information Technology and Services
Experience
Angelica Corporation 2014 - Present
Forever Footprints (OC Walk to Remember) January 2014 - December 2014
Vitera Healthcare Solutions 2012 - 2013
mobileStorm 2009 - 2012
Starwood Vacation Ownership 2006 - 2008
Ameriquest Mortgage 2003 - 2006
HSBC 2002 - 2003
PETCO Animal Supplies, Inc. 2002 - 2002
Morgan Stanley 2000 - 2001
Media Arts Group, Inc. 1994 - 2000
Skills
Organizational..., Coaching, Succession Planning, Talent Management, Competency Mapping, B2B, Strategic Partnerships, Sales Management, Team Building, Strategic Planning, Consultative Selling, Team Management, Leadership Development, Business Strategy, Salesforce.com, Contract Negotiations, Mentoring, Executive Management, Change Management, Management Consulting, Selling, SaaS, Contract Negotiation, Product Management, Mobile Marketing, Project Management, Recruiting, Leadership, Strategy, Training, CRM, Marketing, New Business Development, Sales Process, Management, Sales, Operations Management, Performance Management
Education
Antioch University, Santa Barbara
Master of Arts (MA), Organizational Management
Antioch University, Santa Barbara
Bachelor's degree, Psychology
University of California, Santa Barbara
Engineering
Angelica Corporation 2014 - Present
Forever Footprints (OC Walk to Remember) January 2014 - December 2014
Vitera Healthcare Solutions 2012 - 2013
mobileStorm 2009 - 2012
Starwood Vacation Ownership 2006 - 2008
Ameriquest Mortgage 2003 - 2006
HSBC 2002 - 2003
PETCO Animal Supplies, Inc. 2002 - 2002
Morgan Stanley 2000 - 2001
Media Arts Group, Inc. 1994 - 2000
Skills
Organizational..., Coaching, Succession Planning, Talent Management, Competency Mapping, B2B, Strategic Partnerships, Sales Management, Team Building, Strategic Planning, Consultative Selling, Team Management, Leadership Development, Business Strategy, Salesforce.com, Contract Negotiations, Mentoring, Executive Management, Change Management, Management Consulting, Selling, SaaS, Contract Negotiation, Product Management, Mobile Marketing, Project Management, Recruiting, Leadership, Strategy, Training, CRM, Marketing, New Business Development, Sales Process, Management, Sales, Operations Management, Performance Management
Education
Antioch University, Santa Barbara
Master of Arts (MA), Organizational Management
Antioch University, Santa Barbara
Bachelor's degree, Psychology
University of California, Santa Barbara
Engineering
John Indermaur's Morgan Stanley Experience February 2011 - May 2013
Job Member of the Price Group at Coldwell Banker
Industry Real Estate
Experience
Coldwell Banker June 2013 - Present
Indermaur Consulting June 2009 - Present
Bankers Financial Corporation May 2013 - December 2013
Morgan Stanley February 2011 - May 2013
Assurant January 2008 - June 2009
Assurant Solutions December 2006 - January 2008
Assurant Solutions June 2002 - December 2007
Deutsche Financial Services June 2000 - June 2002
May Company Department Stores October 1998 - June 2000
Circuit City 1994 - 1998
Skills
Financial Modeling, Forecasting, Financial Reporting, Pricing, Risk Management, Project Management, Profit Maximization, Executive Presentations, Insurance, Financial Analysis, Strategic Financial..., Finance, Strategic Planning, Financial Services, Budgets, Analysis, Business Strategy, Business Planning, Corporate Finance, New Business Development, Banking, Sales, Negotiation, Cross-functional Team..., Asset Managment, Business Development, Investments, Portfolio Management, Due Diligence, Financial Risk, Executive Management, Management, Data Analysis, Managerial Finance, Competitive Analysis, Strategy, Start-ups, Team Leadership, Business Analysis, Asset Management, Accounting, Leadership, Marketing, Project Planning, Variance Analysis, Process Improvement, Business Process..., Underwriting, Relationship Management
Education
University of California, Santa Barbara 1994 — 1998
BA, Business Economics
Los Gatos 1985 — 1989
Diploma
Coldwell Banker June 2013 - Present
Indermaur Consulting June 2009 - Present
Bankers Financial Corporation May 2013 - December 2013
Morgan Stanley February 2011 - May 2013
Assurant January 2008 - June 2009
Assurant Solutions December 2006 - January 2008
Assurant Solutions June 2002 - December 2007
Deutsche Financial Services June 2000 - June 2002
May Company Department Stores October 1998 - June 2000
Circuit City 1994 - 1998
Skills
Financial Modeling, Forecasting, Financial Reporting, Pricing, Risk Management, Project Management, Profit Maximization, Executive Presentations, Insurance, Financial Analysis, Strategic Financial..., Finance, Strategic Planning, Financial Services, Budgets, Analysis, Business Strategy, Business Planning, Corporate Finance, New Business Development, Banking, Sales, Negotiation, Cross-functional Team..., Asset Managment, Business Development, Investments, Portfolio Management, Due Diligence, Financial Risk, Executive Management, Management, Data Analysis, Managerial Finance, Competitive Analysis, Strategy, Start-ups, Team Leadership, Business Analysis, Asset Management, Accounting, Leadership, Marketing, Project Planning, Variance Analysis, Process Improvement, Business Process..., Underwriting, Relationship Management
Education
University of California, Santa Barbara 1994 — 1998
BA, Business Economics
Los Gatos 1985 — 1989
Diploma
Kelly Chang, CFA's Morgan Stanley Experience December 2004 - December 2005
Job Investment Product Strategy Professional
Industry Investment Management
Experience
Wells Capital Management September 2013 - Present
BlackRock November 2009 - August 2013
Franklin Templeton Investments July 2008 - November 2009
Franklin Templeton Investments March 2007 - July 2009
Franklin Templeton January 2006 - December 2006
Morgan Stanley December 2004 - December 2005
Skills
Equities, Portfolio Management, Investments, Mutual Funds, Investment Management, Separately Managed..., ETFs, Product Development, Product Management, Performance Attribution, Asset Allocation, Alternative Investments
Education
CFA Charterholder
University of California, San Diego 1999 — 2003
BS, Management Science
Wells Capital Management September 2013 - Present
BlackRock November 2009 - August 2013
Franklin Templeton Investments July 2008 - November 2009
Franklin Templeton Investments March 2007 - July 2009
Franklin Templeton January 2006 - December 2006
Morgan Stanley December 2004 - December 2005
Skills
Equities, Portfolio Management, Investments, Mutual Funds, Investment Management, Separately Managed..., ETFs, Product Development, Product Management, Performance Attribution, Asset Allocation, Alternative Investments
Education
CFA Charterholder
University of California, San Diego 1999 — 2003
BS, Management Science
Kate Kennedy's Morgan Stanley Experience July 2015 - Present
Job VP of Tax Alternative Investments at Morgan Stanley
Industry Accounting
Experience
Morgan Stanley July 2015 - Present
Andersen Tax December 2010 - July 2015
Ernst & Young November 2009 - September 2010
Stockbridge Capital / Wilson Meany Sullivan September 2007 - November 2009
Pricewaterhouse Coopers LLP January 2002 - September 2007
Education
University of California, Santa Cruz 1998 — 2002
Bachelor's degree, Business/Managerial Economics, 3.7 GPA
Morgan Stanley July 2015 - Present
Andersen Tax December 2010 - July 2015
Ernst & Young November 2009 - September 2010
Stockbridge Capital / Wilson Meany Sullivan September 2007 - November 2009
Pricewaterhouse Coopers LLP January 2002 - September 2007
Education
University of California, Santa Cruz 1998 — 2002
Bachelor's degree, Business/Managerial Economics, 3.7 GPA
Erick Ibarra CFP®'s Morgan Stanley Experience 2002 - 2005
Job Vice President Portland Branch Manager Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2011 - December 2013
Charles Schwab 2005 - July 2011
Morgan Stanley 2002 - 2005
UBS 1997 - 2002
Education
University of California, Santa Barbara 1996 — 2000
oak grove 1991 — 1995
Charles Schwab July 2011 - December 2013
Charles Schwab 2005 - July 2011
Morgan Stanley 2002 - 2005
UBS 1997 - 2002
Education
University of California, Santa Barbara 1996 — 2000
oak grove 1991 — 1995
Columba Sparks's Morgan Stanley Experience August 1990 - January 1999
Job DBA at Quest Diagnostics
Industry Information Technology and Services
Experience
Quest Diagnostics November 2011 - Present
Concurrent Computer Corporation January 2005 - September 2011
Concurrent Computer Corporation February 2004 - January 2005
Clark Consulting November 2002 - January 2004
Guidance Solutions September 1999 - October 2002
Sony Pictures Entertainment February 1999 - September 1999
Morgan Stanley August 1990 - January 1999
Skills
Oracle, Databases, SQL, Microsoft SQL Server, Software Development, Database Design, Linux, Agile Methodologies
Education
University of California, Los Angeles 1985 — 1990
BS, Math/Applied Science (Economics)
Quest Diagnostics November 2011 - Present
Concurrent Computer Corporation January 2005 - September 2011
Concurrent Computer Corporation February 2004 - January 2005
Clark Consulting November 2002 - January 2004
Guidance Solutions September 1999 - October 2002
Sony Pictures Entertainment February 1999 - September 1999
Morgan Stanley August 1990 - January 1999
Skills
Oracle, Databases, SQL, Microsoft SQL Server, Software Development, Database Design, Linux, Agile Methodologies
Education
University of California, Los Angeles 1985 — 1990
BS, Math/Applied Science (Economics)
Steve Hennessy's Morgan Stanley Experience 2001 - 2004
Job Manager, Forecasting and Industry Analysis at Seagate Technology
Industry Computer Hardware
Experience
Seagate Technology December 2012 - Present
Seagate Technology December 2007 - December 2012
OSIsoft September 2004 - December 2007
Morgan Stanley 2001 - 2004
Skills
Competitive Analysis, Analytics, Cross-functional Team..., Data Analysis, SaaS, Marketing Strategy, Strategic Planning, Forecasting, Microsoft Excel, Marketing
Education
University of California, Santa Barbara 1994 — 1997
BA, Communication
Seagate Technology December 2012 - Present
Seagate Technology December 2007 - December 2012
OSIsoft September 2004 - December 2007
Morgan Stanley 2001 - 2004
Skills
Competitive Analysis, Analytics, Cross-functional Team..., Data Analysis, SaaS, Marketing Strategy, Strategic Planning, Forecasting, Microsoft Excel, Marketing
Education
University of California, Santa Barbara 1994 — 1997
BA, Communication
Carolyn Bauduin's Morgan Stanley Experience 2002 - February 2011
Job Experienced Finance Professional
Industry Financial Services
Experience
Morgan Stanley 2002 - February 2011
Deloitte & Touche LLP 1997 - 2002
Skills
Financial Analysis, Sarbanes-Oxley Act, Financial Modeling, Valuation, SEC filings, Corporate Finance, Financial Reporting, Accounting, Internal Controls, Analysis, Auditing, Business Analysis, Due Diligence, Finance, Private Equity, US GAAP
Education
University of California, Santa Barbara 1993 — 1997
Bachelor of Arts, Double Major in Business Economics and Communications
Morgan Stanley 2002 - February 2011
Deloitte & Touche LLP 1997 - 2002
Skills
Financial Analysis, Sarbanes-Oxley Act, Financial Modeling, Valuation, SEC filings, Corporate Finance, Financial Reporting, Accounting, Internal Controls, Analysis, Auditing, Business Analysis, Due Diligence, Finance, Private Equity, US GAAP
Education
University of California, Santa Barbara 1993 — 1997
Bachelor of Arts, Double Major in Business Economics and Communications
Christian Ferreira-Whelan's Morgan Stanley Experience June 2007 - November 2014
Job Relationship Banker at Chase
Industry Financial Services
Experience
Chase May 2015 - Present
Morgan Stanley June 2007 - November 2014
Education
University of California, Santa Barbara 2000 — 2004
Chase May 2015 - Present
Morgan Stanley June 2007 - November 2014
Education
University of California, Santa Barbara 2000 — 2004
Hyunu Lee's Morgan Stanley Experience 1990 - 1992
Job Partner, Young, Spiegel & Lee, LLP
Industry Law Practice
Experience
Young, Spiegel & Lee, LLP November 1999 - Present
Sybase, Inc. 1992 - 1993
Morgan Stanley 1990 - 1992
Skills
Strategic Partnerships, Legal Writing, Litigation, Civil Litigation, Dispute Resolution, Family Law, Prenuptial Agreements, Paternity, Contract Negotiation, Legal Research
Education
University of California, Los Angeles - School of Law 1993 — 1996
Yale University 1986 — 1990
B.A., Political Economy
Young, Spiegel & Lee, LLP November 1999 - Present
Sybase, Inc. 1992 - 1993
Morgan Stanley 1990 - 1992
Skills
Strategic Partnerships, Legal Writing, Litigation, Civil Litigation, Dispute Resolution, Family Law, Prenuptial Agreements, Paternity, Contract Negotiation, Legal Research
Education
University of California, Los Angeles - School of Law 1993 — 1996
Yale University 1986 — 1990
B.A., Political Economy
Jeffrey M. Birnbaum's Morgan Stanley Experience 1991 - 2006
Job CEO and Founder at 60East Technologies
Industry Computer Software
Experience
60East Technologies March 2012 - Present
Bank of America Merrill Lynch June 2010 - March 2012
Merrill Lynch October 2007 - June 2010
Morgan Stanley 1991 - 2006
Skills
Trading Systems, Low Latency, Electronic Trading, Market Data, Equity Derivatives, Equities, Derivatives, Trading System, Enterprise Architecture, Cloud Computing, Distributed Systems, High Performance..., High Availability, Software Development, Linux, Scalability, Unix, Messaging, Architecture, Trading, Capital Markets, Storage, Enterprise Software, Multithreading, Middleware, Information Security, Start-ups, Algorithms
Education
University of California, Santa Barbara 1983 — 1987
BS, Electrical Computer Engineering
60East Technologies March 2012 - Present
Bank of America Merrill Lynch June 2010 - March 2012
Merrill Lynch October 2007 - June 2010
Morgan Stanley 1991 - 2006
Skills
Trading Systems, Low Latency, Electronic Trading, Market Data, Equity Derivatives, Equities, Derivatives, Trading System, Enterprise Architecture, Cloud Computing, Distributed Systems, High Performance..., High Availability, Software Development, Linux, Scalability, Unix, Messaging, Architecture, Trading, Capital Markets, Storage, Enterprise Software, Multithreading, Middleware, Information Security, Start-ups, Algorithms
Education
University of California, Santa Barbara 1983 — 1987
BS, Electrical Computer Engineering
Dan Spier's Morgan Stanley Experience March 2002 - June 2004
Job Head Trader at Standard Pacific Capital
Industry Financial Services
Experience
Standard Pacific Capital July 2004 - Present
Morgan Stanley March 2002 - June 2004
Skills
Alternative Investments, Trading, Securities, Equities, Hedge Funds, Investments, Fixed Income, Bloomberg, Series 7, Asset Managment, Portfolio Management, Derivatives, Equity Research
Education
University of California, Santa Barbara 1997 — 2001
Business Economics, Minor in Russian
Standard Pacific Capital July 2004 - Present
Morgan Stanley March 2002 - June 2004
Skills
Alternative Investments, Trading, Securities, Equities, Hedge Funds, Investments, Fixed Income, Bloomberg, Series 7, Asset Managment, Portfolio Management, Derivatives, Equity Research
Education
University of California, Santa Barbara 1997 — 2001
Business Economics, Minor in Russian
Awumsuri Mtui's Morgan Stanley Experience April 2014 - June 2015
Job Senior Software Engineer at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP June 2015 - Present
Morgan Stanley April 2014 - June 2015
Paychex July 2013 - December 2013
PAC 2013 - 2013
docstoc September 2009 - February 2012
docstoc 2009 - 2012
docstoc 2009 - 2012
The Walt Disney Company 2008 - 2009
Skills
jQuery, PHP, JavaScript, MySQL, AJAX, CSS, Web Applications, HTML 5, C#, .NET, Agile Methodologies, Ruby, Flex, Git
Education
University of California, San Diego 2001 — 2004
Bachelor of Science (BS), Electrical and Computer Engineering
Bloomberg LP June 2015 - Present
Morgan Stanley April 2014 - June 2015
Paychex July 2013 - December 2013
PAC 2013 - 2013
docstoc September 2009 - February 2012
docstoc 2009 - 2012
docstoc 2009 - 2012
The Walt Disney Company 2008 - 2009
Skills
jQuery, PHP, JavaScript, MySQL, AJAX, CSS, Web Applications, HTML 5, C#, .NET, Agile Methodologies, Ruby, Flex, Git
Education
University of California, San Diego 2001 — 2004
Bachelor of Science (BS), Electrical and Computer Engineering
Heidi Derstine's Morgan Stanley Experience 1989 - 1992
Job Mama~Goddess
Industry Mining & Metals
Experience
tbd November 2012 - Present
kikaPaprika August 2012 - Present
Self Employed July 2008 - Present
CheckFree Investment Services - now part of Fiserv March 1995 - June 2008
LPL Financial 1992 - 1995
Morgan Stanley 1989 - 1992
Skills
SDLC, Business Analysis, Fixed Income, Equities, Portfolio Management, Requirements Gathering, Visio, Requirements Analysis, Mutual Funds, Financial Services, Asset Management, Securities, Unix, Enterprise Architecture, Back Office, Data Analysis, Asset Managment
Education
University of California, Riverside 1987 — 1991
B.S., Economics/International Finance
tbd November 2012 - Present
kikaPaprika August 2012 - Present
Self Employed July 2008 - Present
CheckFree Investment Services - now part of Fiserv March 1995 - June 2008
LPL Financial 1992 - 1995
Morgan Stanley 1989 - 1992
Skills
SDLC, Business Analysis, Fixed Income, Equities, Portfolio Management, Requirements Gathering, Visio, Requirements Analysis, Mutual Funds, Financial Services, Asset Management, Securities, Unix, Enterprise Architecture, Back Office, Data Analysis, Asset Managment
Education
University of California, Riverside 1987 — 1991
B.S., Economics/International Finance
Jeff Spence's Morgan Stanley Experience September 2014 - Present
Job Vice President Private Banking at Morgan Stanley
Industry Banking
Experience
Morgan Stanley September 2014 - Present
Merrill Lynch February 2011 - September 2014
Bank of America April 2009 - February 2011
Wells Fargo January 2005 - February 2007
Skills
Banking, Credit, Investments, Series 7, Uniform Combined State..., Mortgage Lending, Wealth Management, Sales, Loans, Portfolio Management, Small Business Lending, Consumer Lending, Commercial Banking, Retail Banking, Financial Analysis, Loan Origination
Education
University of California, Riverside 2000 — 2004
BS, Business
Morgan Stanley September 2014 - Present
Merrill Lynch February 2011 - September 2014
Bank of America April 2009 - February 2011
Wells Fargo January 2005 - February 2007
Skills
Banking, Credit, Investments, Series 7, Uniform Combined State..., Mortgage Lending, Wealth Management, Sales, Loans, Portfolio Management, Small Business Lending, Consumer Lending, Commercial Banking, Retail Banking, Financial Analysis, Loan Origination
Education
University of California, Riverside 2000 — 2004
BS, Business
Cedric Mazzara's Morgan Stanley Experience August 2001 - May 2002
Job Freelance Commercial Production
Industry Apparel & Fashion
Experience
HSI,RSA,M-80,Supply&Demand,Tool January 2011 - Present
Ridley Scott and Associates Films March 2007 - January 2011
Academy of Television Arts & Sciences June 2003 - August 2003
Fox Television Studios June 2002 - September 2002
Warner Music Group June 2002 - September 2002
Morgan Stanley August 2001 - May 2002
Skills
Video Production, Television, Entertainment, Digital Media, Film, Marketing, Market Research, Producing, Post Production, Budgets, Social Media Marketing, Management, Social Media, Digital Marketing, Sales, Financial Analysis
Education
Palo Alto High School
Bachelor of Science (B.S.), Economics
University of California, San Diego
B.S, Economics; Management Science
HSI,RSA,M-80,Supply&Demand,Tool January 2011 - Present
Ridley Scott and Associates Films March 2007 - January 2011
Academy of Television Arts & Sciences June 2003 - August 2003
Fox Television Studios June 2002 - September 2002
Warner Music Group June 2002 - September 2002
Morgan Stanley August 2001 - May 2002
Skills
Video Production, Television, Entertainment, Digital Media, Film, Marketing, Market Research, Producing, Post Production, Budgets, Social Media Marketing, Management, Social Media, Digital Marketing, Sales, Financial Analysis
Education
Palo Alto High School
Bachelor of Science (B.S.), Economics
University of California, San Diego
B.S, Economics; Management Science
Luis M. Rodríguez Martín's Morgan Stanley Experience September 2007 - December 2007
Job MBA Candidate and Rady Fellow at Rady School of Management, UC San Diego
Industry Hospitality
Experience
World Telecom / Grupo Mundotel August 2014 - September 2015
Preo Mobile Ordering May 2013 - June 2014
Urban Green Energy April 2012 - December 2012
Goldman Sachs December 2008 - April 2012
Engineers Without Borders - San Diego Professional July 2008 - September 2008
Morgan Stanley September 2007 - December 2007
Education
University of California, San Diego - The Rady School of Management 2015 — 2017
Master of Business Administration (MBA), GMAT: 720
Worcester Polytechnic Institute 2004 — 2008
BSc, Industrial Engineering, 3.3
World Telecom / Grupo Mundotel August 2014 - September 2015
Preo Mobile Ordering May 2013 - June 2014
Urban Green Energy April 2012 - December 2012
Goldman Sachs December 2008 - April 2012
Engineers Without Borders - San Diego Professional July 2008 - September 2008
Morgan Stanley September 2007 - December 2007
Education
University of California, San Diego - The Rady School of Management 2015 — 2017
Master of Business Administration (MBA), GMAT: 720
Worcester Polytechnic Institute 2004 — 2008
BSc, Industrial Engineering, 3.3
Sandra Ayala's Morgan Stanley Experience November 2002 - December 2003
Job Analytics Specialist
Industry Insurance
Experience
21st Century Insurance January 2006 - Present
21st Century Insurance January 2004 - January 2006
Morgan Stanley November 2002 - December 2003
Skills
SQL, TOAD, Cognos,..., Business Analysis, Call Centers, Process Improvement, Databases, SQL, Oracle, Analysis, Business Intelligence, SDLC, Business Rules, Web Intelligence, Sales Management, RequisitePro, Data Warehousing, Call Center, Management, ETL Tools, Visio, Analytics, Insurance, Data Analysis, Forecasting
Education
UC Riverside 1998 — 2002
Bachelor of Business Administration (B.B.A.)
21st Century Insurance January 2006 - Present
21st Century Insurance January 2004 - January 2006
Morgan Stanley November 2002 - December 2003
Skills
SQL, TOAD, Cognos,..., Business Analysis, Call Centers, Process Improvement, Databases, SQL, Oracle, Analysis, Business Intelligence, SDLC, Business Rules, Web Intelligence, Sales Management, RequisitePro, Data Warehousing, Call Center, Management, ETL Tools, Visio, Analytics, Insurance, Data Analysis, Forecasting
Education
UC Riverside 1998 — 2002
Bachelor of Business Administration (B.B.A.)
Kathryn Choy's Morgan Stanley Experience June 2006 - September 2006
Job Payroll Specialist at Southern Wine & Spirits
Industry Accounting
Experience
Southern Wine & Spirits October 2009 - Present
Select Staffing Services, Inc October 2007 - August 2009
Grafikart Copy Shop September 2004 - October 2007
Morgan Stanley June 2006 - September 2006
Skills
SAP, Payroll, Talent Acquisition
Education
University of California, Santa Barbara 2003 — 2007
BA, Business Economics, Emphasis in Accounting, Minor in History
Southern Wine & Spirits October 2009 - Present
Select Staffing Services, Inc October 2007 - August 2009
Grafikart Copy Shop September 2004 - October 2007
Morgan Stanley June 2006 - September 2006
Skills
SAP, Payroll, Talent Acquisition
Education
University of California, Santa Barbara 2003 — 2007
BA, Business Economics, Emphasis in Accounting, Minor in History
Greg Berlant's Morgan Stanley Experience January 2008 - September 2008
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade September 2008 - Present
Morgan Stanley January 2008 - September 2008
Skills
Series 7, Wealth Management, Retirement Planning, Investments, Mutual Funds, Equities, Portfolio Management, Fixed Income, Asset Allocation, Strategic Financial..., Series 63, Investment Advisory
Education
University of California, Santa Barbara 1997 — 2001
B.A., Economics
TD Ameritrade September 2008 - Present
Morgan Stanley January 2008 - September 2008
Skills
Series 7, Wealth Management, Retirement Planning, Investments, Mutual Funds, Equities, Portfolio Management, Fixed Income, Asset Allocation, Strategic Financial..., Series 63, Investment Advisory
Education
University of California, Santa Barbara 1997 — 2001
B.A., Economics
Jim Lucas, AAMS's Morgan Stanley Experience February 2000 - November 2002
Job Vice President Financial Advisor at HSBC Securities
Industry Financial Services
Experience
HSBC Securities April 2012 - Present
E*TRADE Financial August 2011 - February 2012
Charles Schwab May 2003 - June 2011
Morgan Stanley February 2000 - November 2002
Skills
Strategic Financial..., Asset Managment, Wealth Management..., Series 7, Insurance, Financial Advisory, Portfolio Management, Asset Allocation, Asset Management, Financial Services, Series 63
Education
University of California, Los Angeles
BA, Economics
HSBC Securities April 2012 - Present
E*TRADE Financial August 2011 - February 2012
Charles Schwab May 2003 - June 2011
Morgan Stanley February 2000 - November 2002
Skills
Strategic Financial..., Asset Managment, Wealth Management..., Series 7, Insurance, Financial Advisory, Portfolio Management, Asset Allocation, Asset Management, Financial Services, Series 63
Education
University of California, Los Angeles
BA, Economics
Scott Kleinbaum, CFP®'s Morgan Stanley Experience July 2005 - November 2007
Job CERTIFIED FINANCIAL PLANNER(TM) at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 2007 - Present
Morgan Stanley July 2005 - November 2007
Education
University of California, Santa Barbara 1997 — 2001
Charles Schwab 2007 - Present
Morgan Stanley July 2005 - November 2007
Education
University of California, Santa Barbara 1997 — 2001
Jackson Schwartz's Morgan Stanley Experience Certified Residential Real Estate AppraiserCalifornia Office of Real Estate AppraisersJanuary 2000 - March 2008
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Certified Residential Real Estate AppraiserCalifornia Office of Real Estate AppraisersJanuary 2000 - March 2008
Education
University of California, San Diego 1973 — 1975
Morgan Stanley Certified Residential Real Estate AppraiserCalifornia Office of Real Estate AppraisersJanuary 2000 - March 2008
Education
University of California, San Diego 1973 — 1975
Carl Plat's Morgan Stanley Experience May 2010 - Present
Job Vice President at Morgan Stanley
Industry Banking
Experience
Morgan Stanley May 2010 - Present
Indymac Bank December 2005 - May 2009
Federal Home Loan Bank of Des Moines 2002 - 2005
Norddeutsche Landesbank 1998 - 2002
Skills
Portfolio Management, Financial Analysis, Financial Modeling, Risk Management, Asset Management, Valuation, Process Improvement
Education
Washington University in St. Louis - Olin Business School 1983 — 1985
MBA, Finance
University of California, Santa Cruz 1979 — 1983
BS, Earth Science
Morgan Stanley May 2010 - Present
Indymac Bank December 2005 - May 2009
Federal Home Loan Bank of Des Moines 2002 - 2005
Norddeutsche Landesbank 1998 - 2002
Skills
Portfolio Management, Financial Analysis, Financial Modeling, Risk Management, Asset Management, Valuation, Process Improvement
Education
Washington University in St. Louis - Olin Business School 1983 — 1985
MBA, Finance
University of California, Santa Cruz 1979 — 1983
BS, Earth Science
Kate Leiserson's Morgan Stanley Experience January 2015 - Present
Job Vice President Program Management at Morgan Stanley
Industry Human Resources
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley February 2012 - December 2014
Morgan Stanley November 2011 - February 2012
Morgan Stanley June 2009 - October 2011
Morgan Stanley 2005 - June 2009
UC San Diego Development 2001 - 2004
Skills
PeopleSoft, HRIS, Leadership, Onboarding, Project Management, Data Analysis, Business Analysis, Human Resources, Change Management, Process Improvement, Stakeholder Management, Relationship Management, SDLC, Human Capital, Workday, Business Process..., HR Outsourcing, HR Transformation, CRM, IT Strategy, Outsourcing, BPO, Business Transformation, Training, Business Process...
Education
University of California, San Diego 2000 — 2004
BA, Political Science - International Relations
NYU Stern School of Business
Morgan Stanley January 2015 - Present
Morgan Stanley February 2012 - December 2014
Morgan Stanley November 2011 - February 2012
Morgan Stanley June 2009 - October 2011
Morgan Stanley 2005 - June 2009
UC San Diego Development 2001 - 2004
Skills
PeopleSoft, HRIS, Leadership, Onboarding, Project Management, Data Analysis, Business Analysis, Human Resources, Change Management, Process Improvement, Stakeholder Management, Relationship Management, SDLC, Human Capital, Workday, Business Process..., HR Outsourcing, HR Transformation, CRM, IT Strategy, Outsourcing, BPO, Business Transformation, Training, Business Process...
Education
University of California, San Diego 2000 — 2004
BA, Political Science - International Relations
NYU Stern School of Business
Brooke Haskins's Morgan Stanley Experience September 1997 - September 2000
Job CERTIFIED FINANCIAL PLANNER™ practitioner
Industry Financial Services
Experience
Securities America April 2007 - Present
UBS Investment Bank April 2003 - March 2007
Banc of America Securities September 2000 - March 2003
Morgan Stanley September 1997 - September 2000
Education
University of California, San Diego 1990 — 1994
B.A., Economics
Securities America April 2007 - Present
UBS Investment Bank April 2003 - March 2007
Banc of America Securities September 2000 - March 2003
Morgan Stanley September 1997 - September 2000
Education
University of California, San Diego 1990 — 1994
B.A., Economics
Aaron Geddins's Morgan Stanley Experience April 2010 - September 2011
Job System Engineer at ART Advisors, LLC
Industry Capital Markets
Experience
ART Advisors, LLC November 2012 - Present
New York Titans Baseball Club January 2009 - Present
Morgan Stanley April 2010 - September 2011
Thomson Reuters April 2009 - February 2010
CIBC World Markets February 2008 - November 2008
Bank of America September 2006 - February 2008
GFI Group May 2005 - August 2006
Computer Sciences Corporation 2001 - 2005
Skills
Unix, Solaris, Apache, Shell Scripting, DNS
Education
University of California, San Diego 1994 — 1997
Bachelor of Arts (BA), Computer Science
ART Advisors, LLC November 2012 - Present
New York Titans Baseball Club January 2009 - Present
Morgan Stanley April 2010 - September 2011
Thomson Reuters April 2009 - February 2010
CIBC World Markets February 2008 - November 2008
Bank of America September 2006 - February 2008
GFI Group May 2005 - August 2006
Computer Sciences Corporation 2001 - 2005
Skills
Unix, Solaris, Apache, Shell Scripting, DNS
Education
University of California, San Diego 1994 — 1997
Bachelor of Arts (BA), Computer Science
Josh Lewensohn's Morgan Stanley Experience February 2005 - March 2006
Job Investment Associate at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services, Inc. March 2006 - Present
Morgan Stanley February 2005 - March 2006
Skills
Equities, Finance, Series 7
Education
University of California, Santa Barbara 2001 — 2003
B.S, History
UBS Financial Services, Inc. March 2006 - Present
Morgan Stanley February 2005 - March 2006
Skills
Equities, Finance, Series 7
Education
University of California, Santa Barbara 2001 — 2003
B.S, History
Ryan Delaney, CFA's Morgan Stanley Experience November 2010 - February 2015
Job Chief Financial Officer at Integrated Wealth Management
Industry Financial Services
Experience
Integrated Wealth Management February 2015 - Present
Morgan Stanley November 2010 - February 2015
Camden Asset Management January 2010 - October 2010
Coast Asset Management June 2003 - December 2009
PAAMCO - Pacific Alternative Asset Management Company June 1995 - May 2003
Skills
Alternative Investments, Risk Management, Due Diligence, Hedge Funds, Fund Of Funds, Fixed Income, Asset Management, Equities, Hedging, Investment Strategies, Financial Risk, Asset Allocation, Bloomberg, Investment Management, Mutual Funds, Investments
Education
University of California, Riverside 1992 — 1995
BA, Economics
Integrated Wealth Management February 2015 - Present
Morgan Stanley November 2010 - February 2015
Camden Asset Management January 2010 - October 2010
Coast Asset Management June 2003 - December 2009
PAAMCO - Pacific Alternative Asset Management Company June 1995 - May 2003
Skills
Alternative Investments, Risk Management, Due Diligence, Hedge Funds, Fund Of Funds, Fixed Income, Asset Management, Equities, Hedging, Investment Strategies, Financial Risk, Asset Allocation, Bloomberg, Investment Management, Mutual Funds, Investments
Education
University of California, Riverside 1992 — 1995
BA, Economics
Stephanie Brower's Morgan Stanley Experience January 2012 - April 2014
Job Head of Sales at Chartbeat
Industry Computer Software
Experience
Chartbeat April 2014 - Present
UC Santa Barbara April 2013 - Present
Morgan Stanley January 2012 - April 2014
Morgan Stanley June 2009 - January 2012
UC Santa Barbara 2007 - 2008
Skills
Public Speaking, Management, Leadership, Strategy, Business Development, Investments, Social Networking, Financial Analysis, Research
Education
University of California, Santa Barbara
BA, Global Studies with an Emphasis in East Asia
Hong Kong University of Science and Technology
Business Administration and Management, General
Chartbeat April 2014 - Present
UC Santa Barbara April 2013 - Present
Morgan Stanley January 2012 - April 2014
Morgan Stanley June 2009 - January 2012
UC Santa Barbara 2007 - 2008
Skills
Public Speaking, Management, Leadership, Strategy, Business Development, Investments, Social Networking, Financial Analysis, Research
Education
University of California, Santa Barbara
BA, Global Studies with an Emphasis in East Asia
Hong Kong University of Science and Technology
Business Administration and Management, General
Brian Wignall's Morgan Stanley Experience July 2009 - May 2013
Job Quantitative Researcher at Two Sigma Investments
Industry Financial Services
Experience
Two Sigma Investments May 2013 - Present
Morgan Stanley July 2009 - May 2013
Skills
Fixed Income, CDS, Structured Products, Trading, Bloomberg, Capital Markets, Derivatives, Equities
Education
University of California, Santa Barbara 2003 — 2009
Two Sigma Investments May 2013 - Present
Morgan Stanley July 2009 - May 2013
Skills
Fixed Income, CDS, Structured Products, Trading, Bloomberg, Capital Markets, Derivatives, Equities
Education
University of California, Santa Barbara 2003 — 2009
Alfred J. Keyser's Morgan Stanley Experience April 1992 - December 2001
Job Financial Consultant, LPL Financial
Industry Financial Services
Experience
LPL Financial September 2009 - Present
Wachovia Securities Financial Network December 2001 - 2008
Morgan Stanley April 1992 - December 2001
Skills
Retirement, Retirement Planning, IRAs, Investment Advisory, 401k, Fixed Annuities, Wealth Management, Mutual Funds, Series 7(through lpl..., Series 63 Through LPL..., Series 65 Through LPL..., Series 24 Throuugh LPL...
Education
University of California, Santa Barbara
B.A., Liberal Arts
LPL Financial September 2009 - Present
Wachovia Securities Financial Network December 2001 - 2008
Morgan Stanley April 1992 - December 2001
Skills
Retirement, Retirement Planning, IRAs, Investment Advisory, 401k, Fixed Annuities, Wealth Management, Mutual Funds, Series 7(through lpl..., Series 63 Through LPL..., Series 65 Through LPL..., Series 24 Throuugh LPL...
Education
University of California, Santa Barbara
B.A., Liberal Arts
Darren Lang's Morgan Stanley Experience December 2009 - April 2010
Job Senior Business Analyst at Virtusa
Industry Investment Banking
Experience
Virtusa April 2010 - Present
Morgan Stanley December 2009 - April 2010
Barclays Capital January 2005 - April 2009
Burr, Pilger & Mayer LLP January 2004 - September 2004
Sunnyvale Public Safety June 2000 - January 2004
Skills
Finance, Portfolio Management, Business Analysis, Management, Valuation, Financial Analysis, Bonds, Capital Markets, Investment Banking, Trading
Education
University of California, Santa Barbara 1998 — 2002
Bachelor of Arts (B.A.), Law and Society with a Criminal Justice Emphasis
Virtusa April 2010 - Present
Morgan Stanley December 2009 - April 2010
Barclays Capital January 2005 - April 2009
Burr, Pilger & Mayer LLP January 2004 - September 2004
Sunnyvale Public Safety June 2000 - January 2004
Skills
Finance, Portfolio Management, Business Analysis, Management, Valuation, Financial Analysis, Bonds, Capital Markets, Investment Banking, Trading
Education
University of California, Santa Barbara 1998 — 2002
Bachelor of Arts (B.A.), Law and Society with a Criminal Justice Emphasis
Mark Gillelen's Morgan Stanley Experience March 2008 - May 2012
Job Partner at McKinley Financial Group
Industry Investment Management
Experience
McKinley Financial Group May 2012 - Present
Morgan Stanley March 2008 - May 2012
Banc America Investment Services November 1994 - February 2008
Citicorp Investment Services October 1991 - November 1994
Dean Witter Reynolds July 1989 - October 1991
Education
University of California, Santa Barbara 1985 — 1988
BS, LIberal Studies, Political Science & History
McKinley Financial Group May 2012 - Present
Morgan Stanley March 2008 - May 2012
Banc America Investment Services November 1994 - February 2008
Citicorp Investment Services October 1991 - November 1994
Dean Witter Reynolds July 1989 - October 1991
Education
University of California, Santa Barbara 1985 — 1988
BS, LIberal Studies, Political Science & History
Jennifer Roller's Morgan Stanley Experience August 2006 - February 2008
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley August 2006 - February 2008
Education
University of California, Santa Barbara 1965 — 1968
BA, History, Political Science, English
High School 1961 — 1964
College Prep
Morgan Stanley August 2006 - February 2008
Education
University of California, Santa Barbara 1965 — 1968
BA, History, Political Science, English
High School 1961 — 1964
College Prep
Suzette Auyeung's Morgan Stanley Experience August 2013 - Present
Job Senior Manager at Morgan Stanley
Industry Accounting
Experience
Morgan Stanley August 2013 - Present
RBC Capital Markets November 2011 - March 2013
RBC Capital Markets May 2011 - November 2011
AMP December 2010 - June 2011
Recommind September 2008 - October 2010
Ernst & Young 2005 - 2008
Skills
Financial Analysis, Auditing, Financial Accounting, Accounting, Financial Reporting, Finance, Financial Modeling, Internal Controls, GAAP
Education
University of California, Los Angeles
Bachelors, Economics, Accounting
University of Virginia
Masters, Accounting
Morgan Stanley August 2013 - Present
RBC Capital Markets November 2011 - March 2013
RBC Capital Markets May 2011 - November 2011
AMP December 2010 - June 2011
Recommind September 2008 - October 2010
Ernst & Young 2005 - 2008
Skills
Financial Analysis, Auditing, Financial Accounting, Accounting, Financial Reporting, Finance, Financial Modeling, Internal Controls, GAAP
Education
University of California, Los Angeles
Bachelors, Economics, Accounting
University of Virginia
Masters, Accounting
Dave MacVean's Morgan Stanley Experience 1994 - 1999
Job Owner, Collins MacVean, LLC
Industry Investment Management
Experience
Collins MacVean, LLC August 2005 - Present
The Private Bank 2003 - 2005
UBS 2001 - 2003
Wells Fargo Van Kasper 1999 - 2001
Morgan Stanley 1994 - 1999
Skills
Investments, Asset Managment, Strategic Planning, Portfolio Management, Strategic Financial..., Retirement Planning, Wealth Management, Financial Analysis, Equities, Business Strategy, Estate Planning, Mutual Funds, Microsoft Excel, Asset Management, Investment Advisory, Asset Allocation, Investment Management, Venture Capital, Wealth Management...
Education
University of California, Santa Barbara 1983 — 1987
Bachelor of Arts (B.A.), Political Science
Pt. Loma HS
Collins MacVean, LLC August 2005 - Present
The Private Bank 2003 - 2005
UBS 2001 - 2003
Wells Fargo Van Kasper 1999 - 2001
Morgan Stanley 1994 - 1999
Skills
Investments, Asset Managment, Strategic Planning, Portfolio Management, Strategic Financial..., Retirement Planning, Wealth Management, Financial Analysis, Equities, Business Strategy, Estate Planning, Mutual Funds, Microsoft Excel, Asset Management, Investment Advisory, Asset Allocation, Investment Management, Venture Capital, Wealth Management...
Education
University of California, Santa Barbara 1983 — 1987
Bachelor of Arts (B.A.), Political Science
Pt. Loma HS
Ann Dirksen's Morgan Stanley Experience 2005 - 2006
Job Senior Vice President, National Accounts at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments January 2011 - May 2012
First American Funds December 2007 - January 2011
Morgan Stanley 2005 - 2006
UBS 1995 - 2005
Skills
Series 63, Relationship Management, Separately Managed..., Series 7, Management, Asset Allocation, Financial Services, Mutual Funds, Alternative Investments, Investment Advisory, Securities, Wealth Management, ETFs
Education
University of California, Santa Barbara 1986 — 1990
Nuveen Investments January 2011 - May 2012
First American Funds December 2007 - January 2011
Morgan Stanley 2005 - 2006
UBS 1995 - 2005
Skills
Series 63, Relationship Management, Separately Managed..., Series 7, Management, Asset Allocation, Financial Services, Mutual Funds, Alternative Investments, Investment Advisory, Securities, Wealth Management, ETFs
Education
University of California, Santa Barbara 1986 — 1990
Deb Bronston, CFA's Morgan Stanley Experience 2010 - 2010
Job Managing Partner at Samothrace Partners
Industry Investment Banking
Experience
Golden Seeds March 2013 - Present
Samothrace Partners January 2013 - Present
University of California, San Diego June 2005 - Present
Morgan Stanley 2010 - 2010
Morgan Stanley 1998 - 2003
NatWest Securities Inc 1997 - 1998
Prudential Securities 1986 - 1997
Skills
Equities, Research, Securities, Investments, Asset Management, Valuation, Financial Analysis, Customer Relations, Series 7, Series 63, Asset Allocation, Financial Markets, Alternative Investments, ETFs, Portfolio Management, Economics, Financial Modeling, Financial Planning, Equity Research, Capital Markets, Stock Picking, Investment Strategies, CFA, Investment Banking
Education
University of California, San Diego
BA, Economics
Golden Seeds March 2013 - Present
Samothrace Partners January 2013 - Present
University of California, San Diego June 2005 - Present
Morgan Stanley 2010 - 2010
Morgan Stanley 1998 - 2003
NatWest Securities Inc 1997 - 1998
Prudential Securities 1986 - 1997
Skills
Equities, Research, Securities, Investments, Asset Management, Valuation, Financial Analysis, Customer Relations, Series 7, Series 63, Asset Allocation, Financial Markets, Alternative Investments, ETFs, Portfolio Management, Economics, Financial Modeling, Financial Planning, Equity Research, Capital Markets, Stock Picking, Investment Strategies, CFA, Investment Banking
Education
University of California, San Diego
BA, Economics
Camille Ewing's Morgan Stanley Experience June 2010 - September 2010
Job Assistant Merchandiser Fashion Footwear at Zappos Family of Companies
Industry Apparel & Fashion
Experience
Zappos Family of Companies August 2013 - Present
Golden White Décor April 2013 - July 2013
Pinnacle Entertainment June 2012 - August 2012
SG Premier Lending September 2011 - December 2011
Alpha Delta Pi Sorority December 2010 - December 2011
Morgan Stanley June 2010 - September 2010
Madewell May 2009 - September 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Outlook, Photoshop, Budgets, Strategic Planning
Education
UC Santa Barbara 2009 — 2013
Political Science, Comparative Politics, Senior
Zappos Family of Companies August 2013 - Present
Golden White Décor April 2013 - July 2013
Pinnacle Entertainment June 2012 - August 2012
SG Premier Lending September 2011 - December 2011
Alpha Delta Pi Sorority December 2010 - December 2011
Morgan Stanley June 2010 - September 2010
Madewell May 2009 - September 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Outlook, Photoshop, Budgets, Strategic Planning
Education
UC Santa Barbara 2009 — 2013
Political Science, Comparative Politics, Senior
Stanley Su's Morgan Stanley Experience June 2005 - December 2005
Job Manager of Financial Planning and Analytics
Industry Restaurants
Experience
Fresh Enterprises Inc (Baja Fresh, La Salsa & Canyon Burgers) April 2015 - Present
Fresh Enterprises Inc (Baja Fresh, La Salsa & Canyon Burgers) March 2014 - April 2015
YP ( Formerly AT&T Interactive) May 2013 - October 2013
LAACMA Consulting June 2012 - August 2012
Pacific Life December 2011 - June 2012
Sabal Financial Group June 2011 - September 2011
Ing Advisory Group February 2006 - December 2010
Morgan Stanley June 2005 - December 2005
Skills
Asset Management, Finance, Financial Modeling, Wealth Management, Auditing, Valuation, Financial Analysis, Portfolio Management, Financial Reporting, Investments, Due Diligence, Variance Analysis, Corporate Finance, Strategic Financial..., Financial Accounting, Cross-functional Team..., Strategy, Budgets, Mergers & Acquisitions, Data Analysis, Financial Planning
Education
University of Southern California - Marshall School of Business 2010 — 2013
Master of Business Administration (MBA)
University of California, San Diego
BA, Economics
Fresh Enterprises Inc (Baja Fresh, La Salsa & Canyon Burgers) April 2015 - Present
Fresh Enterprises Inc (Baja Fresh, La Salsa & Canyon Burgers) March 2014 - April 2015
YP ( Formerly AT&T Interactive) May 2013 - October 2013
LAACMA Consulting June 2012 - August 2012
Pacific Life December 2011 - June 2012
Sabal Financial Group June 2011 - September 2011
Ing Advisory Group February 2006 - December 2010
Morgan Stanley June 2005 - December 2005
Skills
Asset Management, Finance, Financial Modeling, Wealth Management, Auditing, Valuation, Financial Analysis, Portfolio Management, Financial Reporting, Investments, Due Diligence, Variance Analysis, Corporate Finance, Strategic Financial..., Financial Accounting, Cross-functional Team..., Strategy, Budgets, Mergers & Acquisitions, Data Analysis, Financial Planning
Education
University of Southern California - Marshall School of Business 2010 — 2013
Master of Business Administration (MBA)
University of California, San Diego
BA, Economics
Andrew Guttas's Morgan Stanley Experience November 2013 - Present
Job Portfolio Management Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2013 - Present
Morgan Stanley Wealth Management June 2012 - November 2013
Morgan Stanley Wealth Management September 2011 - June 2012
Nadel Phelan, Inc. September 2010 - March 2011
Telephone Outreach Program, UC Santa Cruz September 2009 - September 2010
Skills
PowerPoint, Facebook, Microsoft Excel, Social Media Marketing, Social Media, Microsoft Word, Microsoft Office, Customer Service, Market Research, Public Speaking, Cold Calling, Marketing Strategy, Sales, Economics, Teamwork, Salesforce.com, Research, Marketing
Education
University of California, Santa Cruz 2007 — 2011
Bachelors of Science, Business Management and Economics
University of California, Santa Cruz 2007 — 2011
Bachelor's degree, Business Management and Economics
Morgan Stanley November 2013 - Present
Morgan Stanley Wealth Management June 2012 - November 2013
Morgan Stanley Wealth Management September 2011 - June 2012
Nadel Phelan, Inc. September 2010 - March 2011
Telephone Outreach Program, UC Santa Cruz September 2009 - September 2010
Skills
PowerPoint, Facebook, Microsoft Excel, Social Media Marketing, Social Media, Microsoft Word, Microsoft Office, Customer Service, Market Research, Public Speaking, Cold Calling, Marketing Strategy, Sales, Economics, Teamwork, Salesforce.com, Research, Marketing
Education
University of California, Santa Cruz 2007 — 2011
Bachelors of Science, Business Management and Economics
University of California, Santa Cruz 2007 — 2011
Bachelor's degree, Business Management and Economics
Alain Lo's Morgan Stanley Experience June 2010 - August 2010
Job MBA
Industry Logistics and Supply Chain
Experience
Monoprice March 2012 - Present
Exemplis Corporation July 2011 - February 2012
Morgan Stanley June 2010 - August 2010
Hangzhou Light Industrial Products, Arts & Crafts, Textiles I/E Co., Ltd. June 2009 - August 2009
AMETEK June 2007 - January 2009
Skills
Six Sigma, Process Improvement, MRP, Program Management, Product Management, SAP, Salesforce.com, XP, Outlook, Analysis, Management, Strategic Supplier..., Product Development, Strategic Sourcing, Pricing, Purchasing, Strategy, Forecasting, Project Planning, Negotiation
Education
Arizona State University, W. P. Carey School of Business 2009 — 2010
MBA, Supply Chain Management, GPA 3.85
University of California, San Diego 2003 — 2007
BS, Electrical/Computer Science Engineering
Monoprice March 2012 - Present
Exemplis Corporation July 2011 - February 2012
Morgan Stanley June 2010 - August 2010
Hangzhou Light Industrial Products, Arts & Crafts, Textiles I/E Co., Ltd. June 2009 - August 2009
AMETEK June 2007 - January 2009
Skills
Six Sigma, Process Improvement, MRP, Program Management, Product Management, SAP, Salesforce.com, XP, Outlook, Analysis, Management, Strategic Supplier..., Product Development, Strategic Sourcing, Pricing, Purchasing, Strategy, Forecasting, Project Planning, Negotiation
Education
Arizona State University, W. P. Carey School of Business 2009 — 2010
MBA, Supply Chain Management, GPA 3.85
University of California, San Diego 2003 — 2007
BS, Electrical/Computer Science Engineering
Gillian Luongo's Morgan Stanley Experience April 2010 - Present
Job Program Analyst, Morgan Stanley Community Affairs
Industry Philanthropy
Experience
Morgan Stanley April 2010 - Present
Morgan Stanley December 2007 - April 2010
Jane Rotrosen Literary Agency September 2005 - November 2006
Lincoln Center Theater 1999 - 2004
Education
University of California, San Diego 1985 — 1988
Bachelor of Arts (B.A.), Communications
Morgan Stanley April 2010 - Present
Morgan Stanley December 2007 - April 2010
Jane Rotrosen Literary Agency September 2005 - November 2006
Lincoln Center Theater 1999 - 2004
Education
University of California, San Diego 1985 — 1988
Bachelor of Arts (B.A.), Communications
Phillip Chow's Morgan Stanley Experience June 2011 - August 2011
Job
Industry Investment Management
Experience
The TCW Group July 2014 - Present
Paramount Pictures April 2014 - July 2014
Hold Brothers Capital, LLC February 2014 - April 2014
Morgan Stanley June 2011 - August 2011
San Fernando Valley Neurological Medical Group June 2010 - January 2011
Skills
ThomsonOne, Security APL, OnBase, Wombat, Microsoft Excel, Bloomberg, Equities, Economics, Financial Modeling, PowerPoint, Data Analysis, Customer Service, Technical Analysis, Securities, Investment Strategies, FINRA, Bloomberg Terminal, Equity Trading, Portfolio Management, Valuation, Equity Research, Fixed Income
Education
CFA Institute
Chartered Financial Analyst Level 2 Candidate
University of California, Santa Barbara 2009 — 2013
Bachelor
Campbell Hall High School 2005 — 2009
High School Diploma
The TCW Group July 2014 - Present
Paramount Pictures April 2014 - July 2014
Hold Brothers Capital, LLC February 2014 - April 2014
Morgan Stanley June 2011 - August 2011
San Fernando Valley Neurological Medical Group June 2010 - January 2011
Skills
ThomsonOne, Security APL, OnBase, Wombat, Microsoft Excel, Bloomberg, Equities, Economics, Financial Modeling, PowerPoint, Data Analysis, Customer Service, Technical Analysis, Securities, Investment Strategies, FINRA, Bloomberg Terminal, Equity Trading, Portfolio Management, Valuation, Equity Research, Fixed Income
Education
CFA Institute
Chartered Financial Analyst Level 2 Candidate
University of California, Santa Barbara 2009 — 2013
Bachelor
Campbell Hall High School 2005 — 2009
High School Diploma
Jennifer Tran-Math's Morgan Stanley Experience July 2012 - Present
Job Registered Associate at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley July 2012 - Present
Skills
Global Investment..., Wealth Management, Series 7, Series 63, Series 65, Financial Analysis, Equity Trading, Thompson One, Investment Management, Equity Derivatives, Valuation, Financial Modeling, Mutual Funds, Equity Research, Client Presentation, Financial Market..., Corporate Finance, Performance Reporting, Fixed Income, Options
Education
University of California, San Diego
Bachelor of Arts (BA), International Studies: Sociology & European History
Morgan Stanley July 2012 - Present
Skills
Global Investment..., Wealth Management, Series 7, Series 63, Series 65, Financial Analysis, Equity Trading, Thompson One, Investment Management, Equity Derivatives, Valuation, Financial Modeling, Mutual Funds, Equity Research, Client Presentation, Financial Market..., Corporate Finance, Performance Reporting, Fixed Income, Options
Education
University of California, San Diego
Bachelor of Arts (BA), International Studies: Sociology & European History
David Bilandzija's Morgan Stanley Experience August 1998 - June 2000
Job Account Executive at Velocity Commercial Capital
Industry Commercial Real Estate
Experience
Velocity Commercial Capital March 2013 - Present
Piggyback Consolidators September 2001 - January 2013
Century Direct Marketing June 2000 - August 2000
Morgan Stanley August 1998 - June 2000
Skills
New Business Development, Sales Operations, Account Management, Cold Calling, Sales Management, Sales, Sales Process, Salesforce.com, Direct Sales, Contract Negotiation, Telemarketing, B2B, Negotiation, Selling, Strategic Planning, Customer Service, Transportation, Team Building, Marketing Strategy, Business Development, Sales Presentations, Solution Selling, Pricing, Customer Retention
Education
University of California, Santa Barbara 1996 — 2000
Bachelor of Arts (BA), History
Lunds Universitet/ Lund University, Sweden 1998 — 1999
Velocity Commercial Capital March 2013 - Present
Piggyback Consolidators September 2001 - January 2013
Century Direct Marketing June 2000 - August 2000
Morgan Stanley August 1998 - June 2000
Skills
New Business Development, Sales Operations, Account Management, Cold Calling, Sales Management, Sales, Sales Process, Salesforce.com, Direct Sales, Contract Negotiation, Telemarketing, B2B, Negotiation, Selling, Strategic Planning, Customer Service, Transportation, Team Building, Marketing Strategy, Business Development, Sales Presentations, Solution Selling, Pricing, Customer Retention
Education
University of California, Santa Barbara 1996 — 2000
Bachelor of Arts (BA), History
Lunds Universitet/ Lund University, Sweden 1998 — 1999
aaron perkowitz's Morgan Stanley Experience June 2012 - August 2012
Job Student at University of California, Santa Barbara
Industry Investment Management
Experience
Morgan Stanley June 2012 - August 2012
Skills
Financial Analysis, Microsoft Office, International Sales, Accounting
Education
UCSB 2010 — 2013
Bachelor of Arts (B.A.), Economics and Accounting
Morgan Stanley June 2012 - August 2012
Skills
Financial Analysis, Microsoft Office, International Sales, Accounting
Education
UCSB 2010 — 2013
Bachelor of Arts (B.A.), Economics and Accounting
Yutong Tan's Morgan Stanley Experience June 2014 - September 2014
Job Student at UC San Diego
Industry Accounting
Experience
Heritage Global Partners April 2015 - Present
University of California, San Diego June 2013 - June 2015
International Rescue Committee January 2015 - April 2015
University of California, San Diego January 2015 - March 2015
Morgan Stanley June 2014 - September 2014
University of California, San Diego April 2014 - June 2014
Bank of China June 2011 - July 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word
Education
University of California, San Diego 2012 — 2016
Bachelor's Degree, Economics
University of California, San Diego - The Rady School of Management 2012 — 2016
Minor, Accounting
La Sierra Academy 2010 — 2012
High School, Economics/Accounting
Shenzhen Foreign Languages School 2006 — 2010
High School
Heritage Global Partners April 2015 - Present
University of California, San Diego June 2013 - June 2015
International Rescue Committee January 2015 - April 2015
University of California, San Diego January 2015 - March 2015
Morgan Stanley June 2014 - September 2014
University of California, San Diego April 2014 - June 2014
Bank of China June 2011 - July 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word
Education
University of California, San Diego 2012 — 2016
Bachelor's Degree, Economics
University of California, San Diego - The Rady School of Management 2012 — 2016
Minor, Accounting
La Sierra Academy 2010 — 2012
High School, Economics/Accounting
Shenzhen Foreign Languages School 2006 — 2010
High School
Darcey O'Donnell's Morgan Stanley Experience June 2011 - September 2011
Job Sports Professional
Industry Sports
Experience
Gymnastics April 2011 - July 2013
Morgan Stanley June 2011 - September 2011
UCR Dining Services September 2009 - May 2010
Macy's December 2008 - January 2009
Education
University of California, Riverside 2008 — 2013
Bachelor of Arts (BA), Sociology
Gymnastics April 2011 - July 2013
Morgan Stanley June 2011 - September 2011
UCR Dining Services September 2009 - May 2010
Macy's December 2008 - January 2009
Education
University of California, Riverside 2008 — 2013
Bachelor of Arts (BA), Sociology
Andrejs Ivanovs's Morgan Stanley Experience July 2015 - Present
Job Wealth Management Inten
Industry
Experience
Morgan Stanley July 2015 - Present
Volvo Palo Alto January 2015 - July 2015
UC Santa Cruz October 2014 - December 2014
Za Pizza July 2014 - December 2014
UC Santa Cruz November 2012 - December 2014
Gentle Giant Moving Co. June 2012 - July 2013
san Francisco Project Pull June 2010 - August 2010
Skills
PowerPoint, Microsoft Excel, Research, Microsoft Word, Microsoft Office, Leadership, Teamwork, Public Speaking, Time Management, Customer Service, Social Media, Critical Thinking, Data Analysis, Facebook, Event Planning, Team Leadership
Education
University of California, Santa Cruz 2012 — 2014
B.A., Economics
Lowell High School 2008 — 2012
Morgan Stanley July 2015 - Present
Volvo Palo Alto January 2015 - July 2015
UC Santa Cruz October 2014 - December 2014
Za Pizza July 2014 - December 2014
UC Santa Cruz November 2012 - December 2014
Gentle Giant Moving Co. June 2012 - July 2013
san Francisco Project Pull June 2010 - August 2010
Skills
PowerPoint, Microsoft Excel, Research, Microsoft Word, Microsoft Office, Leadership, Teamwork, Public Speaking, Time Management, Customer Service, Social Media, Critical Thinking, Data Analysis, Facebook, Event Planning, Team Leadership
Education
University of California, Santa Cruz 2012 — 2014
B.A., Economics
Lowell High School 2008 — 2012
David Felber's Morgan Stanley Experience June 2013 - August 2013
Job
Industry
Experience
UCLA July 2011 - June 2015
Morgan Stanley June 2013 - August 2013
Morgan Stanley June 2012 - August 2012
UCLA April 2011 - July 2011
Broadcom February 2008 - June 2009
Qualcomm June 2005 - September 2005
Qualcomm July 2004 - September 2004
Education
University of California, Los Angeles 2010 — 2015
Doctor of Philosophy (PhD), Computer Science
University of California, Los Angeles 2008 — 2010
Master of Science (MS), Computer Science
University of California, Los Angeles 2003 — 2008
Bachelor of Science (BS), Computer Science, Mathematics
UCLA July 2011 - June 2015
Morgan Stanley June 2013 - August 2013
Morgan Stanley June 2012 - August 2012
UCLA April 2011 - July 2011
Broadcom February 2008 - June 2009
Qualcomm June 2005 - September 2005
Qualcomm July 2004 - September 2004
Education
University of California, Los Angeles 2010 — 2015
Doctor of Philosophy (PhD), Computer Science
University of California, Los Angeles 2008 — 2010
Master of Science (MS), Computer Science
University of California, Los Angeles 2003 — 2008
Bachelor of Science (BS), Computer Science, Mathematics
Laurie Allard's Morgan Stanley Experience 2004 - 2005
Job Executive Assistant
Industry Financial Services
Experience
Goldman Sachs 2005 - 2015
Morgan Stanley 2004 - 2005
Milken Family Foundation 2003 - 2004
Eisner & Associates 2001 - 2003
Younesi & Yoss LLP 2000 - 2001
Charleston, Revich & Williams LLP 1998 - 1999
Skills
Executive..., Executive Calendar..., Investment Banking, Travel Arrangements, Outlook, Email, Microsoft Word, Microsoft Excel, Expense Reports, Scheduling, Appointment Scheduling, Calendaring, Financial Services, Phone Etiquette
Education
University of California, Santa Barbara 1993 — 1997
Bachelor’s Degree, Law & Society, Emphasis on Criminal Justice
Goldman Sachs 2005 - 2015
Morgan Stanley 2004 - 2005
Milken Family Foundation 2003 - 2004
Eisner & Associates 2001 - 2003
Younesi & Yoss LLP 2000 - 2001
Charleston, Revich & Williams LLP 1998 - 1999
Skills
Executive..., Executive Calendar..., Investment Banking, Travel Arrangements, Outlook, Email, Microsoft Word, Microsoft Excel, Expense Reports, Scheduling, Appointment Scheduling, Calendaring, Financial Services, Phone Etiquette
Education
University of California, Santa Barbara 1993 — 1997
Bachelor’s Degree, Law & Society, Emphasis on Criminal Justice
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS