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
Ralph Estrada Ralph Estrada's Morgan Stanley Experience January 1998 - November 1999
Job District Sales Manager at Expeditors International
Industry Logistics and Supply Chain
Experience
Expeditors International January 2012 - Present
Expeditors International March 2007 - January 2012
Independent Sales Representative - Furniture Manufacturers January 2004 - March 2007
Charles Schwab and Company November 1999 - December 2003
Morgan Stanley January 1998 - November 1999
Skills
Logistics, Supply Chain, Sales, Freight Forwarding, Air Freight, International Logistics, Customs Brokerage, Logistics Management, Warehousing, Import, Ocean, Transportation..., Marketing, Customs Regulations, Supply Chain Management, 3PL, Shipping, Freight, B2B, Transportation, Retail, Management, Sales Management, LTL, Forwarding, Ocean Freight, Container, International Trade, Operations Management, Export, Supply Chain..., Leadership, Stock Market, Inventory Management, Investments, Purchase Orders, Customer Service, New Business Development, International Sales
Education
University of Central Florida
Bachelor's Degree, Journalism, Area of Concentration: Advertising & Public Relations
Expeditors International January 2012 - Present
Expeditors International March 2007 - January 2012
Independent Sales Representative - Furniture Manufacturers January 2004 - March 2007
Charles Schwab and Company November 1999 - December 2003
Morgan Stanley January 1998 - November 1999
Skills
Logistics, Supply Chain, Sales, Freight Forwarding, Air Freight, International Logistics, Customs Brokerage, Logistics Management, Warehousing, Import, Ocean, Transportation..., Marketing, Customs Regulations, Supply Chain Management, 3PL, Shipping, Freight, B2B, Transportation, Retail, Management, Sales Management, LTL, Forwarding, Ocean Freight, Container, International Trade, Operations Management, Export, Supply Chain..., Leadership, Stock Market, Inventory Management, Investments, Purchase Orders, Customer Service, New Business Development, International Sales
Education
University of Central Florida
Bachelor's Degree, Journalism, Area of Concentration: Advertising & Public Relations
Samantha Staab's Morgan Stanley Experience April 2014 - Present
Job Client Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2014 - Present
Balance Orlando May 2012 - April 2014
University of Central Florida Psychology Department 2011 - 2012
Skills
Customer Service, Microsoft Excel, Research, Time Management, Social Networking, Phone Etiquette, Training, Customer Satisfaction, Leadership, Microsoft Word, PowerPoint, Team-oriented, Inventory Management, Employee Training, Facebook, Human Resources, Telephone Skills, QuickBooks, Proficient Typing Skills, Membership Relations, Highly Organized &..., Team Management, Works well individually, Project Management, Appointment Scheduling, Event Planning, Clerical Skills, Client Billing, Event Management, Problem Management, Process Scheduler, SPSS, Microsoft Publisher, Public Speaking, Fundraising, Teamwork, Futures Trading
Education
University of Central Florida 2008 — 2012
Bachelor of Science (B.S.), Psychology, 3.5 GPA
Morgan Stanley April 2014 - Present
Balance Orlando May 2012 - April 2014
University of Central Florida Psychology Department 2011 - 2012
Skills
Customer Service, Microsoft Excel, Research, Time Management, Social Networking, Phone Etiquette, Training, Customer Satisfaction, Leadership, Microsoft Word, PowerPoint, Team-oriented, Inventory Management, Employee Training, Facebook, Human Resources, Telephone Skills, QuickBooks, Proficient Typing Skills, Membership Relations, Highly Organized &..., Team Management, Works well individually, Project Management, Appointment Scheduling, Event Planning, Clerical Skills, Client Billing, Event Management, Problem Management, Process Scheduler, SPSS, Microsoft Publisher, Public Speaking, Fundraising, Teamwork, Futures Trading
Education
University of Central Florida 2008 — 2012
Bachelor of Science (B.S.), Psychology, 3.5 GPA
Molly McKenna's Morgan Stanley Experience June 2014 - August 2014
Job Student at University of Colorado Boulder
Industry Marketing and Advertising
Experience
Kidecals January 2015 - May 2015
University of Colorado Boulder January 2015 - May 2015
Morgan Stanley June 2014 - August 2014
Comcast July 2014 - July 2014
Morgan Stanley June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, Marketing, PowerPoint, English, Customer Service, Social Media, Time Management, Leadership, Social Networking, Teamwork, Client Relations, Client Development, Leisure Travel, Digital Media, Website Development
Education
University of Colorado Boulder 2013 — 2017
Bachelor of Science (B.S.), Business: Marketing and Finance, Junior
San Ramon Valley High School 2009 — 2013
Kidecals January 2015 - May 2015
University of Colorado Boulder January 2015 - May 2015
Morgan Stanley June 2014 - August 2014
Comcast July 2014 - July 2014
Morgan Stanley June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, Marketing, PowerPoint, English, Customer Service, Social Media, Time Management, Leadership, Social Networking, Teamwork, Client Relations, Client Development, Leisure Travel, Digital Media, Website Development
Education
University of Colorado Boulder 2013 — 2017
Bachelor of Science (B.S.), Business: Marketing and Finance, Junior
San Ramon Valley High School 2009 — 2013
Allison Bendt Allison Bendt's Morgan Stanley Experience 1999 - 2002
Job Realtor at Realty One Group
Industry Real Estate
Experience
Realty ONE Group March 2014 - Present
Optimal Nutrition and Fitness Systems 2002 - 2010
Morgan Stanley 1999 - 2002
Pacific Coast Golf Events 1997 - 1999
Skills
Sellers, Marketing, Account Management, Business Development, Contract Negotiation, Marketing Strategy, Leadership, Investment Properties, Single Family Homes, Networking, Investments, New Business Development, Real Estate, Residential Homes, Sales, Selling, Training, Short Sales, Investors, Negotiation, Entrepreneurship
Education
University of Colorado at Boulder
Bachelor of Science, Advertising
Realty ONE Group March 2014 - Present
Optimal Nutrition and Fitness Systems 2002 - 2010
Morgan Stanley 1999 - 2002
Pacific Coast Golf Events 1997 - 1999
Skills
Sellers, Marketing, Account Management, Business Development, Contract Negotiation, Marketing Strategy, Leadership, Investment Properties, Single Family Homes, Networking, Investments, New Business Development, Real Estate, Residential Homes, Sales, Selling, Training, Short Sales, Investors, Negotiation, Entrepreneurship
Education
University of Colorado at Boulder
Bachelor of Science, Advertising
Brian Diaz's Morgan Stanley Experience January 2014 - March 2014
Job Licensed Real Estate Salesperson at MNS Real Estate
Industry Real Estate
Experience
MNS March 2015 - Present
LYMLIFE INC January 2010 - Present
MNS 2015 - 2015
Morgan Stanley January 2014 - March 2014
Pershing, a BNY Mellon company August 2012 - May 2013
JPMorgan Chase January 2010 - August 2012
Legends of Basketball Florida April 2011 - September 2011
University of Central Florida October 2007 - December 2009
Champs Sports February 2006 - August 2008
Skills
•Knowledge of..., •Knowledge of..., •Strategic Management..., •Bilingual in English..., •Proficient in..., Sales Management, Customer Service, Retail, Microsoft Office, Data Analysis, Budgets, Training, Marketing, Blogging, Sales, Microsoft Word, Banking, Accounting, Finance, Insurance, Investments, Financial Services, Microsoft Excel, Research, Mutual Funds, Spanish
Education
University of Central Florida 2007 — 2011
B.S.B.A, Finance
MNS March 2015 - Present
LYMLIFE INC January 2010 - Present
MNS 2015 - 2015
Morgan Stanley January 2014 - March 2014
Pershing, a BNY Mellon company August 2012 - May 2013
JPMorgan Chase January 2010 - August 2012
Legends of Basketball Florida April 2011 - September 2011
University of Central Florida October 2007 - December 2009
Champs Sports February 2006 - August 2008
Skills
•Knowledge of..., •Knowledge of..., •Strategic Management..., •Bilingual in English..., •Proficient in..., Sales Management, Customer Service, Retail, Microsoft Office, Data Analysis, Budgets, Training, Marketing, Blogging, Sales, Microsoft Word, Banking, Accounting, Finance, Insurance, Investments, Financial Services, Microsoft Excel, Research, Mutual Funds, Spanish
Education
University of Central Florida 2007 — 2011
B.S.B.A, Finance
Felipe Caicedo Llano's Morgan Stanley Experience October 2014 - Present
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley October 2014 - Present
State Farm June 2012 - September 2014
Skills
Experienced in Finance..., Insurance, Customer Service, Life Insurance, Health Insurance, Microsoft Office, Risk Management, Universal Life, Microsoft Excel, PowerPoint
Education
University of Central Florida 2006 — 2011
Bachelor's degree of Finance, Finance, General
Morgan Stanley October 2014 - Present
State Farm June 2012 - September 2014
Skills
Experienced in Finance..., Insurance, Customer Service, Life Insurance, Health Insurance, Microsoft Office, Risk Management, Universal Life, Microsoft Excel, PowerPoint
Education
University of Central Florida 2006 — 2011
Bachelor's degree of Finance, Finance, General
Joshua Stedman Joshua Stedman's Morgan Stanley Experience May 2003 - February 2005
Job COO & CoFounder at Videoo
Industry Internet
Experience
Videoo January 2013 - Present
Rainmaker Key August 2007 - September 2010
Meditab Software March 2005 - February 2007
Morgan Stanley May 2003 - February 2005
AudioAudit, Inc. (acquired by Nielsen) June 1998 - March 2003
Skills
Entrepreneurship, Information Technology, Business Development, New Business Development, Business Strategy, Strategic Planning, Marketing Strategy, Strategic Partnerships, Account Management, Start-ups, Project Management, Management, Social Media Marketing, Operations Management, Finance, Investment Advisory, Investment Strategies, Small Business, Analytics, Social Networking, Advertising, Business Planning, Product Development, Management Consulting
Education
Wesleyan University 1994 — 1998
BA, Economics and Music
Cambridge University, England 1997 — 1998
Institute of Economics and Political Studies, 3.8
Horace Mann School 1988 — 1994
Videoo January 2013 - Present
Rainmaker Key August 2007 - September 2010
Meditab Software March 2005 - February 2007
Morgan Stanley May 2003 - February 2005
AudioAudit, Inc. (acquired by Nielsen) June 1998 - March 2003
Skills
Entrepreneurship, Information Technology, Business Development, New Business Development, Business Strategy, Strategic Planning, Marketing Strategy, Strategic Partnerships, Account Management, Start-ups, Project Management, Management, Social Media Marketing, Operations Management, Finance, Investment Advisory, Investment Strategies, Small Business, Analytics, Social Networking, Advertising, Business Planning, Product Development, Management Consulting
Education
Wesleyan University 1994 — 1998
BA, Economics and Music
Cambridge University, England 1997 — 1998
Institute of Economics and Political Studies, 3.8
Horace Mann School 1988 — 1994
Aimee Boggs Aimee Boggs's Morgan Stanley Experience June 1996 - November 2013
Job Senior Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. November 2013 - Present
Morgan Stanley June 1996 - November 2013
Koger Equity, Inc 1991 - 1996
PGA Tour 1988 - 1991
Ernst and Whinney 1985 - 1988
Skills
Finance, Retirement Planning, Investments, Risk Management, Securities, Asset Allocation, Investment Strategies, Financial Advisory, Wealth Management, Financial Analysis, Investment Management, Financial Planning
Education
University of North Florida 1982 — 1983
Bachelor of Science, Accounting
University of Bordeaux, France 1981 — 1982
French Studies
University of Colorado Boulder 1978 — 1981
International Business
Raymond James Financial Inc. November 2013 - Present
Morgan Stanley June 1996 - November 2013
Koger Equity, Inc 1991 - 1996
PGA Tour 1988 - 1991
Ernst and Whinney 1985 - 1988
Skills
Finance, Retirement Planning, Investments, Risk Management, Securities, Asset Allocation, Investment Strategies, Financial Advisory, Wealth Management, Financial Analysis, Investment Management, Financial Planning
Education
University of North Florida 1982 — 1983
Bachelor of Science, Accounting
University of Bordeaux, France 1981 — 1982
French Studies
University of Colorado Boulder 1978 — 1981
International Business
Thomas Coll's Morgan Stanley Experience August 1999 - June 2001
Job Senior Accountant, BNY Mellon
Industry Financial Services
Experience
BNY Mellon November 2002 - Present
Dreyfus Mutual Funds, A Subsidiary of BNY Mellon Corporation August 2001 - September 2002
Morgan Stanley August 1999 - June 2001
Metromedia Steakhouses Co LP November 1994 - August 1999
Skills
Finance, Financial Analysis, Accounting, Account Reconciliation, Cash Management, Financial Reporting, Financial Modeling, Financial Accounting, Financial Statements, Banking, Mutual Funds, Financial Planning, Customer Service, Microsoft Excel, Public Speaking, Strategic Planning, Internal Controls, Auditing, Fund Accounting, Internal Audit, Financial Audits, Retirement Savings, Retirement Planning, Financial Risk...
Education
University of Central Florida 1982 — 1985
Bachelor of Science (BS), Marketing
BNY Mellon November 2002 - Present
Dreyfus Mutual Funds, A Subsidiary of BNY Mellon Corporation August 2001 - September 2002
Morgan Stanley August 1999 - June 2001
Metromedia Steakhouses Co LP November 1994 - August 1999
Skills
Finance, Financial Analysis, Accounting, Account Reconciliation, Cash Management, Financial Reporting, Financial Modeling, Financial Accounting, Financial Statements, Banking, Mutual Funds, Financial Planning, Customer Service, Microsoft Excel, Public Speaking, Strategic Planning, Internal Controls, Auditing, Fund Accounting, Internal Audit, Financial Audits, Retirement Savings, Retirement Planning, Financial Risk...
Education
University of Central Florida 1982 — 1985
Bachelor of Science (BS), Marketing
J. Brent Kesner J. Brent Kesner's Morgan Stanley Experience October 1998 - April 2003
Job President, Crescent Capital Management, LLC
Industry Investment Management
Experience
Crescent Capital Management, LLC September 2010 - Present
Edward Jones April 2003 - September 2010
Morgan Stanley October 1998 - April 2003
Merchants National/Deposit Guaranty Investment Co. August 1994 - October 1998
Education
University of Central Arkansas
Marketing/Marketing Management, General
Crescent Capital Management, LLC September 2010 - Present
Edward Jones April 2003 - September 2010
Morgan Stanley October 1998 - April 2003
Merchants National/Deposit Guaranty Investment Co. August 1994 - October 1998
Education
University of Central Arkansas
Marketing/Marketing Management, General
Robert J. Thwaites II Robert J. Thwaites II's Morgan Stanley Experience August 2012 - December 2012
Job Community Liaison at Compass Research
Industry Hospital & Health Care
Experience
Compass Research January 2015 - Present
Falcon Healthcare Agency July 2013 - November 2014
Masters of All Terrain January 2013 - March 2014
Morgan Stanley August 2012 - December 2012
University of Central Florida January 2012 - December 2012
Young Investors @ UCF January 2011 - December 2012
Marcus & Millichap August 2011 - December 2011
World Ventures October 2010 - October 2011
Skills
Public Speaking, Investments, Entrepreneurship, Research, Financial Analysis, Social Networking, Capital Markets, Equities, Portfolio Management, Sales, Finance, Options, Management, Series 7
Education
University of Central Florida - College of Business Administration 2007 — 2012
BS- Honors, Finance, 3.8
Compass Research January 2015 - Present
Falcon Healthcare Agency July 2013 - November 2014
Masters of All Terrain January 2013 - March 2014
Morgan Stanley August 2012 - December 2012
University of Central Florida January 2012 - December 2012
Young Investors @ UCF January 2011 - December 2012
Marcus & Millichap August 2011 - December 2011
World Ventures October 2010 - October 2011
Skills
Public Speaking, Investments, Entrepreneurship, Research, Financial Analysis, Social Networking, Capital Markets, Equities, Portfolio Management, Sales, Finance, Options, Management, Series 7
Education
University of Central Florida - College of Business Administration 2007 — 2012
BS- Honors, Finance, 3.8
Alexander Ghiso Alexander Ghiso's Morgan Stanley Experience 1998 - 2006
Job Analyst at Vinik Asset Management, LLP
Industry
Experience
Vinik Asset Management, LLP 2012 - Present
Ripplewood Holdings 2011 - 2012
Commercial International Bank 2009 - 2011
Ripplewood Holdings 2006 - 2009
Morgan Stanley 1998 - 2006
CS First Boston 1993 - 1995
Lviv Institute of Management 1992 - 1993
Education
University of Chicago Law School 1995 — 1998
Doctor of Law (JD)
University of Michigan 1989 — 1992
Bachelor of Science (BS), Mathematics and Political Science
Vinik Asset Management, LLP 2012 - Present
Ripplewood Holdings 2011 - 2012
Commercial International Bank 2009 - 2011
Ripplewood Holdings 2006 - 2009
Morgan Stanley 1998 - 2006
CS First Boston 1993 - 1995
Lviv Institute of Management 1992 - 1993
Education
University of Chicago Law School 1995 — 1998
Doctor of Law (JD)
University of Michigan 1989 — 1992
Bachelor of Science (BS), Mathematics and Political Science
Christi Muammar Miller Christi Muammar Miller's Morgan Stanley Experience April 2013 - Present
Job Training Specialist at Morgan Stanley Little Rock Complex
Industry Financial Services
Experience
Morgan Stanley April 2013 - Present
Morgan Stanley April 2007 - March 2013
National Association of Junior Auxiliaries September 2005 - August 2006
Morgan Stanley Dean Witter September 1994 - September 1999
Smithsonian Museum Conservation Institute May 1994 - August 1994
National Audubon Society January 1994 - May 1994
Skills
Information Technology..., Interactive Learning, Mentoring, Face-to-face Training, FAQ, Networking, Forms Development, Marketing Communications, Quick Start Guides, Microsoft Office, Expense Reports, Account Maintenance, Managed Money, Client Liaison, CRM, Event Management, Team Building, Business Process..., Employee Training, Strategic Planning, Customer Service
Education
University of Central Arkansas 1989 — 1994
Bachelor of Science, Biology
Morgan Stanley April 2013 - Present
Morgan Stanley April 2007 - March 2013
National Association of Junior Auxiliaries September 2005 - August 2006
Morgan Stanley Dean Witter September 1994 - September 1999
Smithsonian Museum Conservation Institute May 1994 - August 1994
National Audubon Society January 1994 - May 1994
Skills
Information Technology..., Interactive Learning, Mentoring, Face-to-face Training, FAQ, Networking, Forms Development, Marketing Communications, Quick Start Guides, Microsoft Office, Expense Reports, Account Maintenance, Managed Money, Client Liaison, CRM, Event Management, Team Building, Business Process..., Employee Training, Strategic Planning, Customer Service
Education
University of Central Arkansas 1989 — 1994
Bachelor of Science, Biology
Jennifer Rionda's Morgan Stanley Experience October 2014 - Present
Job Wealth Management Ops Reengineering, Director, at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2014 - Present
JPMorgan Chase August 2012 - November 2014
JPMorgan Chase June 2011 - July 2012
UCF Global Perspectives Office January 2011 - March 2011
JPMorgan Chase June 2010 - August 2010
Skills
Strategy, Process Improvement, Management, Business Analysis, Financial Analysis, Analysis, Leadership, Account Management, Financial Services, Sales, Business Strategy, Marketing Strategy, Microsoft Excel, CRM, Project Planning, Project Management, Customer Service, Data Analysis, PowerPoint, Marketing, Business Process..., Strategic Planning, Competitive Analysis, Research, Market Research, Microsoft Word, Human Resources, Accounting, Forecasting, Microsoft Office, Negotiation, Time Management
Education
University of Central Florida 2007 — 2011
B.S.B.A., Management- Focus: Human Resources
St. Thomas Aquinas High School
Morgan Stanley October 2014 - Present
JPMorgan Chase August 2012 - November 2014
JPMorgan Chase June 2011 - July 2012
UCF Global Perspectives Office January 2011 - March 2011
JPMorgan Chase June 2010 - August 2010
Skills
Strategy, Process Improvement, Management, Business Analysis, Financial Analysis, Analysis, Leadership, Account Management, Financial Services, Sales, Business Strategy, Marketing Strategy, Microsoft Excel, CRM, Project Planning, Project Management, Customer Service, Data Analysis, PowerPoint, Marketing, Business Process..., Strategic Planning, Competitive Analysis, Research, Market Research, Microsoft Word, Human Resources, Accounting, Forecasting, Microsoft Office, Negotiation, Time Management
Education
University of Central Florida 2007 — 2011
B.S.B.A., Management- Focus: Human Resources
St. Thomas Aquinas High School
JAMILA BOOKER JAMILA BOOKER's Morgan Stanley Experience July 2000 - September 2003
Job Client Services Manager
Industry Financial Services
Experience
Digital Assurance Certification 2015 - 2015
Wells Fargo Advisors July 2008 - May 2010
Merrill Lynch April 2004 - April 2008
Morgan Stanley July 2000 - September 2003
Skills
Uniform Combined State..., Series 7, Series 63, Series 65, Wealth Management, Retirement Planning, Alternative Investments, Securities, Mutual Funds, Investment Strategies, Bloomberg, Retirement Plan..., Fixed Annuities, Equities, Financial Advisory, Strategic Financial...
Education
University of Central Florida 2015 — 2016
Health Professions and Related Clinical Sciences, Other
University of Central Florida 2011 — 2013
Bachelor's Degree, Finance, General
Valencia Community College 1999 — 2003
Associate's Degree, General Studies
Digital Assurance Certification 2015 - 2015
Wells Fargo Advisors July 2008 - May 2010
Merrill Lynch April 2004 - April 2008
Morgan Stanley July 2000 - September 2003
Skills
Uniform Combined State..., Series 7, Series 63, Series 65, Wealth Management, Retirement Planning, Alternative Investments, Securities, Mutual Funds, Investment Strategies, Bloomberg, Retirement Plan..., Fixed Annuities, Equities, Financial Advisory, Strategic Financial...
Education
University of Central Florida 2015 — 2016
Health Professions and Related Clinical Sciences, Other
University of Central Florida 2011 — 2013
Bachelor's Degree, Finance, General
Valencia Community College 1999 — 2003
Associate's Degree, General Studies
John Centrella's Morgan Stanley Experience August 1996 - April 2008
Job Senior Vice President at WSFS Private Wealth
Industry Financial Services
Experience
UBS Financial Inc April 2008 - October 2014
Morgan Stanley August 1996 - April 2008
Education
University of Central Florida 1991 — 1996
UBS Financial Inc April 2008 - October 2014
Morgan Stanley August 1996 - April 2008
Education
University of Central Florida 1991 — 1996
Claudia Visini Claudia Visini's Morgan Stanley Experience June 2007 - July 2011
Job Risk Technology at Citigroup
Industry Financial Services
Experience
Citi August 2015 - Present
Citi July 2014 - August 2015
Citi September 2012 - July 2014
Morgan Stanley June 2007 - July 2011
Cushman & Wakefield July 2005 - June 2007
Accenture August 2004 - July 2005
Skills
Financial Modeling, Credit Risk, Financial Risk, Risk Management, Media Auditing, Real Estate Economics, Real Estate Financing, Basel II, Basel I, Regulatory Capital, Regulatory Reporting, Trading, Securities, Fixed Income, Finance, Counterparty Risk
Education
University of Cape Town 2000 — 2003
Business Science, Marketing, Statistics and Economics
Citi August 2015 - Present
Citi July 2014 - August 2015
Citi September 2012 - July 2014
Morgan Stanley June 2007 - July 2011
Cushman & Wakefield July 2005 - June 2007
Accenture August 2004 - July 2005
Skills
Financial Modeling, Credit Risk, Financial Risk, Risk Management, Media Auditing, Real Estate Economics, Real Estate Financing, Basel II, Basel I, Regulatory Capital, Regulatory Reporting, Trading, Securities, Fixed Income, Finance, Counterparty Risk
Education
University of Cape Town 2000 — 2003
Business Science, Marketing, Statistics and Economics
Brian Seruya's Morgan Stanley Experience January 2015 - Present
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Mogl October 2014 - January 2015
Zayo Group (Senior Project) January 2014 - May 2014
Samba Jobs May 2013 - July 2013
Boulder Country Club April 2012 - August 2012
Genesis Advisory Services May 2011 - August 2011
Scarsdale Municipal Pool June 2008 - August 2010
Skills
Microsoft Word, Microsoft Excel, SQL Server Management..., Business Process Mapping, Business Intelligence..., Neural Networks
Education
University of Colorado at Boulder 2010 — 2014
Bachelor of Science, Bus Administration, Information Management, Leeds School of Business, Graduate
University of Cape Town
Information Technology
Scarsdale High School 2006 — 2010
Diploma
Morgan Stanley January 2015 - Present
Mogl October 2014 - January 2015
Zayo Group (Senior Project) January 2014 - May 2014
Samba Jobs May 2013 - July 2013
Boulder Country Club April 2012 - August 2012
Genesis Advisory Services May 2011 - August 2011
Scarsdale Municipal Pool June 2008 - August 2010
Skills
Microsoft Word, Microsoft Excel, SQL Server Management..., Business Process Mapping, Business Intelligence..., Neural Networks
Education
University of Colorado at Boulder 2010 — 2014
Bachelor of Science, Bus Administration, Information Management, Leeds School of Business, Graduate
University of Cape Town
Information Technology
Scarsdale High School 2006 — 2010
Diploma
Stephen Phalen Stephen Phalen's Morgan Stanley Experience December 1996 - November 2002
Job (925) 4623786 Are you sure you have the right insurance coverage to protect your Assets? Call me for a free review
Industry Insurance
Experience
Stephen Phalen Insurance Agency December 2002 - Present
Pleasanton Chamber of Commerce 2011 - Present
Morgan Stanley December 1996 - November 2002
Diablo Meridian November 1993 - December 1996
PMC Builders May 1989 - October 1993
Skills
Investments, Small Business, Insurance, Real Estate, Team Building, Management, Wealth Management, Workers Compensation, Investment Properties, Underwriting, Selling, Estate Planning, Contract Negotiation, Marketing Strategy, Start-ups, Business Development, New Business Development, Business, Business Planning, Marketing, Finance, Coaching, Construction, Life Insurance, Mortgage Lending, Term Life Insurance, Fixed Annuities, Disability Insurance, Sales, Training, Leadership
Education
University of Colorado Boulder 1974 — 1978
Bachelor of Arts, Biology & Philosophy
University of Colorado at Boulder 1974 — 1978
Bachelor of Arts (BA), EPO Biology
University of Nevada-Reno 1973 — 1974
Biology
Stephen Phalen Insurance Agency December 2002 - Present
Pleasanton Chamber of Commerce 2011 - Present
Morgan Stanley December 1996 - November 2002
Diablo Meridian November 1993 - December 1996
PMC Builders May 1989 - October 1993
Skills
Investments, Small Business, Insurance, Real Estate, Team Building, Management, Wealth Management, Workers Compensation, Investment Properties, Underwriting, Selling, Estate Planning, Contract Negotiation, Marketing Strategy, Start-ups, Business Development, New Business Development, Business, Business Planning, Marketing, Finance, Coaching, Construction, Life Insurance, Mortgage Lending, Term Life Insurance, Fixed Annuities, Disability Insurance, Sales, Training, Leadership
Education
University of Colorado Boulder 1974 — 1978
Bachelor of Arts, Biology & Philosophy
University of Colorado at Boulder 1974 — 1978
Bachelor of Arts (BA), EPO Biology
University of Nevada-Reno 1973 — 1974
Biology
Benjamin Combs Benjamin Combs's Morgan Stanley Experience March 2013 - June 2014
Job Investment Counselor at Fisher Investments
Industry Financial Services
Experience
Fisher Investments August 2014 - Present
Morgan Stanley March 2013 - June 2014
Morgan Stanley June 2012 - March 2013
Morgan Stanley December 2005 - June 2012
Groopt June 2011 - September 2011
Skills
Retirement Planning, Education Planning, Small Business Lending, Investment Selection, Cash Management, Portfolio Managemnt
Education
University of Cincinnati College of Business 2008 — 2012
Bachelors in Business Administration, Finance and Marketing
Fisher Investments August 2014 - Present
Morgan Stanley March 2013 - June 2014
Morgan Stanley June 2012 - March 2013
Morgan Stanley December 2005 - June 2012
Groopt June 2011 - September 2011
Skills
Retirement Planning, Education Planning, Small Business Lending, Investment Selection, Cash Management, Portfolio Managemnt
Education
University of Cincinnati College of Business 2008 — 2012
Bachelors in Business Administration, Finance and Marketing
Christie Harrington Lawrence's Morgan Stanley Experience August 2011 - Present
Job The Pangaea Group, Wealth Management at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2011 - Present
Skills
Series 7, Wealth Management, Asset Management, Series 66, Insurance, Alternative Investments, Investments, Retirement Planning, Annuities, Uniform Combined State..., Fixed Annuities
Education
University of Colorado at Boulder 1995 — 1999
B.S., Business Administration, Finance
Morgan Stanley August 2011 - Present
Skills
Series 7, Wealth Management, Asset Management, Series 66, Insurance, Alternative Investments, Investments, Retirement Planning, Annuities, Uniform Combined State..., Fixed Annuities
Education
University of Colorado at Boulder 1995 — 1999
B.S., Business Administration, Finance
Bart Marek's Morgan Stanley Experience January 2000 - January 2002
Job REALTOR® at Olde Town Brokers
Industry Real Estate
Experience
Olde Town Brokers April 2013 - Present
Hobbs/Herder Advertising September 2012 - April 2013
Aspen Trading Group November 2010 - September 2012
Gain Capital August 2006 - March 2010
Dynetech January 2002 - August 2006
Morgan Stanley January 2000 - January 2002
International Asset Allocation Corporation August 1998 - January 2000
Skills
Financial Markets, Market Research, Advertising, Marketing Strategy, Trading, Management, Sales, Investments, Coaching, Marketing, Training, Public Speaking, Real Estate, Buyer Representation, Listings, Real Estate Transactions, Strategic Planning, Sales Presentations, Seller Representation, Integrated Marketing, Sales Management
Education
University of Central Florida 1993 — 1997
B.A. Business, Finance
Olde Town Brokers April 2013 - Present
Hobbs/Herder Advertising September 2012 - April 2013
Aspen Trading Group November 2010 - September 2012
Gain Capital August 2006 - March 2010
Dynetech January 2002 - August 2006
Morgan Stanley January 2000 - January 2002
International Asset Allocation Corporation August 1998 - January 2000
Skills
Financial Markets, Market Research, Advertising, Marketing Strategy, Trading, Management, Sales, Investments, Coaching, Marketing, Training, Public Speaking, Real Estate, Buyer Representation, Listings, Real Estate Transactions, Strategic Planning, Sales Presentations, Seller Representation, Integrated Marketing, Sales Management
Education
University of Central Florida 1993 — 1997
B.A. Business, Finance
Robert Buckles Robert Buckles's Morgan Stanley Experience May 2012 - May 2013
Job Private Sector Client Service
Industry Financial Services
Experience
Nationwide Insurance July 2013 - Present
Morgan Stanley May 2012 - May 2013
Fidelity Investments November 1999 - March 2011
Fidelity Investments 1991 - 1999
Skills
Customer Experience, Mutual Funds, Program Management, Pensions, Retirement, ERISA, Financial Services, Retirement Planning, Employee Benefits, Management, Investments, Series 7, 401k, Fixed Annuities, Securities, Finance
Education
Summit Country Day School
University of Cincinnati
BBA, Finance and Insurance
Nationwide Insurance July 2013 - Present
Morgan Stanley May 2012 - May 2013
Fidelity Investments November 1999 - March 2011
Fidelity Investments 1991 - 1999
Skills
Customer Experience, Mutual Funds, Program Management, Pensions, Retirement, ERISA, Financial Services, Retirement Planning, Employee Benefits, Management, Investments, Series 7, 401k, Fixed Annuities, Securities, Finance
Education
Summit Country Day School
University of Cincinnati
BBA, Finance and Insurance
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
Alex Abramovich Alex Abramovich's Morgan Stanley Experience August 2013 - August 2014
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
Morgan Stanley August 2013 - August 2014
Hobsons April 2013 - September 2013
ARAMARK January 2011 - February 2013
Skills
Time Management, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Leadership, Social Media, Access, Team Leadership, Public Speaking, Data Analysis, Sourcing, Management, Social Networking, Talent Acquisition, Teamwork, Sales, Marketing
Education
Xavier University 2015 — 2017
Master of Business Administration (MBA)
University of Cincinnati College of Business 2010 — 2014
Bachelor's degree, Economics/Finance
Anderson High School 2006 — 2010
Fidelity Investments July 2014 - Present
Morgan Stanley August 2013 - August 2014
Hobsons April 2013 - September 2013
ARAMARK January 2011 - February 2013
Skills
Time Management, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Leadership, Social Media, Access, Team Leadership, Public Speaking, Data Analysis, Sourcing, Management, Social Networking, Talent Acquisition, Teamwork, Sales, Marketing
Education
Xavier University 2015 — 2017
Master of Business Administration (MBA)
University of Cincinnati College of Business 2010 — 2014
Bachelor's degree, Economics/Finance
Anderson High School 2006 — 2010
Ross Bremner Ross Bremner's Morgan Stanley Experience 2006 - Present
Job IT at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2006 - Present
J.P. Morgan 2000 - 2006
Skills
Trading Systems, Fixed Income, SDLC, Business Analysis, Sybase, Equities, IT Strategy
Education
University of Cambridge
Natural Sciences
Morgan Stanley 2006 - Present
J.P. Morgan 2000 - 2006
Skills
Trading Systems, Fixed Income, SDLC, Business Analysis, Sybase, Equities, IT Strategy
Education
University of Cambridge
Natural Sciences
Michael S. Cox's Morgan Stanley Experience 1991 - 1999
Job Sales Leader | Negotiation & Closing | Account Management | Lead Generation | Client Loyalty | Referral Programs
Industry Financial Services
Experience
Atrium Financial Associates, LLC (Vantage Point Bank) 2013 - Present
Fulcrum Securities, LLC 2010 - 2013
Janney Montgomery Scott, LLC 2003 - 2010
Wachovia Securities (Wells Fargo Securities) 2000 - 2003
Morgan Stanley 1991 - 1999
Paine Webber 1987 - 1991
Skills
Sales Leadership, Growth Strategies, Account Management, Negotiation, Social Selling, Sales Operations, Marketing Strategy, Wealth Management, Sales Lead Partnerships, Series 7, Series 63, Mutual Funds, Investments, Financial Services, Asset Management, Alternative Investments, Retirement Planning, Portfolio Management, Business Development, Solution Selling, Relationship Management, Lead Generation, Prospect Conversion, Networking, Cold Calling, Financial Analysis, Client Loyalty, Referral Programs, Operations Management, Policies & Procedures, Regulatory Compliance, Closing Business, Sales Skills Development, Coaching & Mentoring, Seminar Selling Model, Product Education, Training, Presentations, Effective Communications, Strategic Selling, Establishing Strategic..., Cross-functional..., Public Speaking, Recruiting, Sales Process, Sales Presentations, Business Analysis, Strategic Communications, Social Skills, Stocks
Education
University of Pennsylvania - The Wharton School
Wealth Management Accreditation Program
University of Cincinnati
Bachelor of Science, Pharmacy
Atrium Financial Associates, LLC (Vantage Point Bank) 2013 - Present
Fulcrum Securities, LLC 2010 - 2013
Janney Montgomery Scott, LLC 2003 - 2010
Wachovia Securities (Wells Fargo Securities) 2000 - 2003
Morgan Stanley 1991 - 1999
Paine Webber 1987 - 1991
Skills
Sales Leadership, Growth Strategies, Account Management, Negotiation, Social Selling, Sales Operations, Marketing Strategy, Wealth Management, Sales Lead Partnerships, Series 7, Series 63, Mutual Funds, Investments, Financial Services, Asset Management, Alternative Investments, Retirement Planning, Portfolio Management, Business Development, Solution Selling, Relationship Management, Lead Generation, Prospect Conversion, Networking, Cold Calling, Financial Analysis, Client Loyalty, Referral Programs, Operations Management, Policies & Procedures, Regulatory Compliance, Closing Business, Sales Skills Development, Coaching & Mentoring, Seminar Selling Model, Product Education, Training, Presentations, Effective Communications, Strategic Selling, Establishing Strategic..., Cross-functional..., Public Speaking, Recruiting, Sales Process, Sales Presentations, Business Analysis, Strategic Communications, Social Skills, Stocks
Education
University of Pennsylvania - The Wharton School
Wealth Management Accreditation Program
University of Cincinnati
Bachelor of Science, Pharmacy
Mike Fields Mike Fields's Morgan Stanley Experience January 1999 - July 2002
Job Chief Operating Officer, Hatteras Funds
Industry Financial Services
Experience
Hatteras Funds September 2003 - Present
Arts Together 2010 - June 2013
Morgan Stanley January 1999 - July 2002
Skills
Alternative Investments, Investments, Private Equity, Hedge Funds, Asset Management, Series 7, Mutual Funds, Fund Of Funds, Venture Capital, Due Diligence, Compliance, Product Development, Asset Managment, Asset Allocation, Securities, Portfolio Management, Investment Strategies, Finance, Fixed Income, Funding, Capital Markets, Investment Management, Equities, Financial Advisory
Education
University of Central Florida 1998 — 1999
MBA
University of Florida 1991 — 1995
BS
Leadership Raleigh Class 28
Hatteras Funds September 2003 - Present
Arts Together 2010 - June 2013
Morgan Stanley January 1999 - July 2002
Skills
Alternative Investments, Investments, Private Equity, Hedge Funds, Asset Management, Series 7, Mutual Funds, Fund Of Funds, Venture Capital, Due Diligence, Compliance, Product Development, Asset Managment, Asset Allocation, Securities, Portfolio Management, Investment Strategies, Finance, Fixed Income, Funding, Capital Markets, Investment Management, Equities, Financial Advisory
Education
University of Central Florida 1998 — 1999
MBA
University of Florida 1991 — 1995
BS
Leadership Raleigh Class 28
Brian Kovener, MBA's Morgan Stanley Experience May 2005 - August 2006
Job Director of Recruiting at Investacorp, Inc.
Industry Financial Services
Experience
Investacorp, Inc. January 2011 - Present
Summit Brokerage Services September 2009 - January 2011
LPL Financial January 2009 - September 2009
Mutual Service Corporation 2006 - 2009
Morgan Stanley May 2005 - August 2006
Skills
Social Networking, Recruitment/Retention, New Business Development, Customer Relations, Cold Calling, Time Management, Health, Business Development, Customer Service, Public Speaking, Marketing Strategy, Brand Development, Finance, Contract Negotiation, Team Leadership, Leadership, Recruiting, Marketing, Customer Satisfaction, Social Media Marketing, Management, Sales, Financial Services, Strategy, Entrepreneurship, Securities, Training, Coaching, Sales Operations, Portfolio Management, Strategic Financial..., Small Business, Series 7, Wealth Management, Series 63, Retirement Planning, Asset Allocation, Investments, Series 24, Financial Advisory, Mutual Funds, Investment Advisory, 401k, FINRA, Competitive Analysis, Retirement, Fixed Annuities, Uniform Combined State..., Series 6, Asset Management
Education
Florida Atlantic University 2003 — 2005
MBA, Sports Management
University of Central Florida 1998 — 2003
BSBA, Marketing
Investacorp, Inc. January 2011 - Present
Summit Brokerage Services September 2009 - January 2011
LPL Financial January 2009 - September 2009
Mutual Service Corporation 2006 - 2009
Morgan Stanley May 2005 - August 2006
Skills
Social Networking, Recruitment/Retention, New Business Development, Customer Relations, Cold Calling, Time Management, Health, Business Development, Customer Service, Public Speaking, Marketing Strategy, Brand Development, Finance, Contract Negotiation, Team Leadership, Leadership, Recruiting, Marketing, Customer Satisfaction, Social Media Marketing, Management, Sales, Financial Services, Strategy, Entrepreneurship, Securities, Training, Coaching, Sales Operations, Portfolio Management, Strategic Financial..., Small Business, Series 7, Wealth Management, Series 63, Retirement Planning, Asset Allocation, Investments, Series 24, Financial Advisory, Mutual Funds, Investment Advisory, 401k, FINRA, Competitive Analysis, Retirement, Fixed Annuities, Uniform Combined State..., Series 6, Asset Management
Education
Florida Atlantic University 2003 — 2005
MBA, Sports Management
University of Central Florida 1998 — 2003
BSBA, Marketing
Paul Haston Paul Haston's Morgan Stanley Experience 2002 - 2003
Job Banker, Author and Screenplay Writer
Industry Banking
Experience
HSBC Bank Canada 2012 - Present
GE Capital 2008 - 2009
Barclays Bank 2007 - 2008
Westpac Institutional Bank 2003 - 2006
Morgan Stanley 2002 - 2003
Merrill Lynch 1999 - 2002
Education
Cambridge University
English Literature
HSBC Bank Canada 2012 - Present
GE Capital 2008 - 2009
Barclays Bank 2007 - 2008
Westpac Institutional Bank 2003 - 2006
Morgan Stanley 2002 - 2003
Merrill Lynch 1999 - 2002
Education
Cambridge University
English Literature
Peter Ha Peter Ha's Morgan Stanley Experience 2009 - 2010
Job Senior Consultant at Deloitte Consulting
Industry Management Consulting
Experience
Deloitte July 2013 - Present
Bank of America 2012 - 2013
Bank of America 2011 - 2012
Morgan Stanley 2009 - 2010
Morgan Stanley 2006 - 2009
Education
University of Southern California - Marshall School of Business 2010 — 2013
MBA, Finance and Management
University of California, Santa Cruz 2002 — 2006
BA, Business Economics, Political Science
Cambridge University 2005 — 2005
Study Abroad, International Economics
Monte Vista High School
Deloitte July 2013 - Present
Bank of America 2012 - 2013
Bank of America 2011 - 2012
Morgan Stanley 2009 - 2010
Morgan Stanley 2006 - 2009
Education
University of Southern California - Marshall School of Business 2010 — 2013
MBA, Finance and Management
University of California, Santa Cruz 2002 — 2006
BA, Business Economics, Political Science
Cambridge University 2005 — 2005
Study Abroad, International Economics
Monte Vista High School
Aaron Culbertson's Morgan Stanley Experience 2005 - 2005
Job Manager Service & Solution at Pearson
Industry Financial Services
Experience
Pearson North America January 2014 - Present
Pearson eCollege December 2011 - January 2014
Pearson eCollege June 2010 - December 2011
Citi-Smith Barney/Morgan Stanley Smith Barney August 2008 - September 2009
Morgan Stanley 2005 - 2005
Skills
Financial Modeling, Strategy, Analysis, Strategic Partnerships, Management, Finance, SaaS, Business Strategy, Valuation, Salesforce.com, Mergers & Acquisitions, Budgets, Business Development, Corporate Finance, Strategic Planning
Education
University of Denver - Daniels College of Business 2006 — 2008
MBA, Finance
University of Colorado Boulder 2002 — 2006
Bachelor of Arts, Economics
Cherry Creek High School
Pearson North America January 2014 - Present
Pearson eCollege December 2011 - January 2014
Pearson eCollege June 2010 - December 2011
Citi-Smith Barney/Morgan Stanley Smith Barney August 2008 - September 2009
Morgan Stanley 2005 - 2005
Skills
Financial Modeling, Strategy, Analysis, Strategic Partnerships, Management, Finance, SaaS, Business Strategy, Valuation, Salesforce.com, Mergers & Acquisitions, Budgets, Business Development, Corporate Finance, Strategic Planning
Education
University of Denver - Daniels College of Business 2006 — 2008
MBA, Finance
University of Colorado Boulder 2002 — 2006
Bachelor of Arts, Economics
Cherry Creek High School
Qumrul Chowdhury Qumrul Chowdhury's Morgan Stanley Experience April 1998 - January 2012
Job Sr. Performance Engineer at Accenture
Industry Computer Software
Experience
Accenture October 2014 - Present
Cablevision February 2012 - Present
Morgan Stanley April 1998 - January 2012
AT & T 1997 - 1998
AT & T 1997 - 1998
Skills
SDLC, Test Planning, LoadRunner, JMeter, Performance Tuning, Application Performance..., Performance Testing, SQL, Unix Shell Scripting, Quality Center, Configure Test Lab, Instrumenting..., Quality Assurance, Testing, Shell Scripting
Education
University of Chittagong 1982 — 1984
Bachelor in Business, Business Administration and Management, General
Accenture October 2014 - Present
Cablevision February 2012 - Present
Morgan Stanley April 1998 - January 2012
AT & T 1997 - 1998
AT & T 1997 - 1998
Skills
SDLC, Test Planning, LoadRunner, JMeter, Performance Tuning, Application Performance..., Performance Testing, SQL, Unix Shell Scripting, Quality Center, Configure Test Lab, Instrumenting..., Quality Assurance, Testing, Shell Scripting
Education
University of Chittagong 1982 — 1984
Bachelor in Business, Business Administration and Management, General
Brendan Loftus's Morgan Stanley Experience April 2013 - August 2013
Job Summer Intern Associate, Wealth Management Solutions at Incapital
Industry Financial Services
Experience
Incapital June 2015 - August 2015
Morgan Stanley Wealth Management May 2014 - August 2014
Morgan Stanley April 2013 - August 2013
Summer Discovery May 2010 - August 2010
Quantum Learning Network August 2008 - August 2008
Skills
Finance, Equities, Bloomberg Terminal, Portfolio Management, Investments, Stock Trading, PowerPoint, Digital Photography, Market Research, Public Relations, Wealth Management, Stock Market, Financial Services, New Business Development, Microsoft Excel, Thompson One, Long-term Customer..., Customer Service, Social Media, Critical Thinking, Student Leadership, Team Management, Photoshop, Mobile Technology, Technology, Financial Statement...
Education
Villanova University 2012 — 2016
Bachelor of Science (BS), Finance and Economics Double Major, Accounting Minor, With Honors
University of Cambridge 2013 — 2014
Study Abroad, Philosophy, Politics, & Economics, Received a grade of "A-" or better in all courses
Montini Catholic High School 2008 — 2012
High School Diploma
Incapital June 2015 - August 2015
Morgan Stanley Wealth Management May 2014 - August 2014
Morgan Stanley April 2013 - August 2013
Summer Discovery May 2010 - August 2010
Quantum Learning Network August 2008 - August 2008
Skills
Finance, Equities, Bloomberg Terminal, Portfolio Management, Investments, Stock Trading, PowerPoint, Digital Photography, Market Research, Public Relations, Wealth Management, Stock Market, Financial Services, New Business Development, Microsoft Excel, Thompson One, Long-term Customer..., Customer Service, Social Media, Critical Thinking, Student Leadership, Team Management, Photoshop, Mobile Technology, Technology, Financial Statement...
Education
Villanova University 2012 — 2016
Bachelor of Science (BS), Finance and Economics Double Major, Accounting Minor, With Honors
University of Cambridge 2013 — 2014
Study Abroad, Philosophy, Politics, & Economics, Received a grade of "A-" or better in all courses
Montini Catholic High School 2008 — 2012
High School Diploma
Shae Brennan Shae Brennan's Morgan Stanley Experience August 2014 - Present
Job Current intern at Morgan Stanley and graduating in August of 2015 with MA in Applied Economics
Industry Market Research
Experience
Morgan Stanley August 2014 - Present
University of Dayton May 2012 - May 2014
University of Dayton August 2010 - May 2014
Newport Aquarium May 2010 - January 2011
Gary DeVoto and Associates August 2009 - January 2010
Oncology Hematology Care Inc May 2009 - August 2009
YMCA May 2008 - November 2008
Skills
SAS Programming, R Programming, Tableau, Time Management, Finance, Microsoft Office, Teaching, Research, Microsoft Excel, Teamwork, Customer Service, PowerPoint, Event Planning
Education
University of Dayton 2010 — 2014
Bachelor's of Science, Economics and Operations/Supply Chain Management, Senior
Newport Central Catholic High School 2006 — 2010
University of Cincinnati College of Business
University of Cincinnati College of Business
University of Cincinnati College of Business
Morgan Stanley August 2014 - Present
University of Dayton May 2012 - May 2014
University of Dayton August 2010 - May 2014
Newport Aquarium May 2010 - January 2011
Gary DeVoto and Associates August 2009 - January 2010
Oncology Hematology Care Inc May 2009 - August 2009
YMCA May 2008 - November 2008
Skills
SAS Programming, R Programming, Tableau, Time Management, Finance, Microsoft Office, Teaching, Research, Microsoft Excel, Teamwork, Customer Service, PowerPoint, Event Planning
Education
University of Dayton 2010 — 2014
Bachelor's of Science, Economics and Operations/Supply Chain Management, Senior
Newport Central Catholic High School 2006 — 2010
University of Cincinnati College of Business
University of Cincinnati College of Business
University of Cincinnati College of Business
Oliver Kondor Oliver Kondor's Morgan Stanley Experience August 2010 - November 2010
Job Senior Consultant Corporate Finance at PwC
Industry Investment Banking
Experience
PwC July 2011 - Present
PwC February 2013 - July 2013
Morgan Stanley August 2010 - November 2010
Skills
Corporate Finance, Financial Modeling, Business Valuation, M&A experience, Financial Analysis, Valuation, Investment Banking
Education
Corvinus University of Budapest 2011 — 2013
Master of Science (MSc), Finance
Universität zu Köln / University of Cologne 2009 — 2010
Business Administration and Management, General
Corvinus University of Budapest 2007 — 2010
Bachelor of Arts (BA), Finance and Accounting
PwC July 2011 - Present
PwC February 2013 - July 2013
Morgan Stanley August 2010 - November 2010
Skills
Corporate Finance, Financial Modeling, Business Valuation, M&A experience, Financial Analysis, Valuation, Investment Banking
Education
Corvinus University of Budapest 2011 — 2013
Master of Science (MSc), Finance
Universität zu Köln / University of Cologne 2009 — 2010
Business Administration and Management, General
Corvinus University of Budapest 2007 — 2010
Bachelor of Arts (BA), Finance and Accounting
Brian Lehman Brian Lehman's Morgan Stanley Experience 2009 - January 2013
Job Managing Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan April 2013 - Present
Just Farmed January 2013 - Present
Morgan Stanley 2009 - January 2013
Merrill Lynch 2005 - 2009
UBS 2002 - 2005
UBS 1997 - 2000
Skills
Capital Markets, Equities, Investment Banking, Valuation, Financial Modeling, Fixed Income, Corporate Finance, Hedge Funds, Private Equity, Series 7, Equity Derivatives, Bloomberg, Alternative Investments, Due Diligence, Derivatives
Education
Wharton School, University of Pennsylvania 2000 — 2002
MBA, Finance, General
University of Cambridge 1995 — 1997
Master of Philosophy (MPhil), International Relations and Affairs
Villanova University 1991 — 1995
Bachelor's degree, International Business and Political Science
J.P. Morgan April 2013 - Present
Just Farmed January 2013 - Present
Morgan Stanley 2009 - January 2013
Merrill Lynch 2005 - 2009
UBS 2002 - 2005
UBS 1997 - 2000
Skills
Capital Markets, Equities, Investment Banking, Valuation, Financial Modeling, Fixed Income, Corporate Finance, Hedge Funds, Private Equity, Series 7, Equity Derivatives, Bloomberg, Alternative Investments, Due Diligence, Derivatives
Education
Wharton School, University of Pennsylvania 2000 — 2002
MBA, Finance, General
University of Cambridge 1995 — 1997
Master of Philosophy (MPhil), International Relations and Affairs
Villanova University 1991 — 1995
Bachelor's degree, International Business and Political Science
Susan Somers Susan Somers's Morgan Stanley Experience April 1999 - March 2009
Job Vice President Investments at UBS Financial Services
Industry Financial Services
Experience
UBS March 2009 - Present
Morgan Stanley April 1999 - March 2009
Gruntal & Co. April 1982 - April 1999
Education
University of Cincinnati 1961 — 1965
elementary education
Freeport High School 1957 — 1961
Elementary Education and Teaching
UBS March 2009 - Present
Morgan Stanley April 1999 - March 2009
Gruntal & Co. April 1982 - April 1999
Education
University of Cincinnati 1961 — 1965
elementary education
Freeport High School 1957 — 1961
Elementary Education and Teaching
Barbara Burke, PHR Barbara Burke, PHR's Morgan Stanley Experience September 2007 - January 2008
Job Senior Talent Acquisition Business Partner Recruiting Higher Ed Sales North America/US
Industry Staffing and Recruiting
Experience
Cengage Learning March 2014 - Present
Medpace August 2013 - March 2014
Comcast April 2013 - July 2013
Simply Hired November 2012 - February 2013
Monster September 2008 - November 2012
Fidelity Investments January 2008 - May 2008
Morgan Stanley September 2007 - January 2008
Fidelity Investments July 2004 - September 2007
AstraZeneca Pharmaceuticals April 2003 - July 2004
Fidelity Investments March 2000 - December 2002
Skills
Recruiting, Talent Acquisition, Training, Sourcing, Interviews, Applicant Tracking..., Job Descriptions, Human Resources, CRM, Career Counseling, Salesforce.com, Resume Writing, Recruitment Advertising, Training Delivery, LinkedIn Recruiter, Boolean Searching, Strategic Hiring, Behavioral Interviewing, Recruitment Training, Hiring Practices, Job Search Strategies, Job Search, Hands-on Training, Training Skills, Software Training, Recruitment/Retention, College Recruiting, Social Media, Taleo, Career Advice, GoToMeeting, Mentoring New Hires, Contract Recruitment, Interviewing, Vendor Relationships, Staffing Processes, Staffing Programs, User Acceptance Testing, WebEx, Contractors
Education
University of Cincinnati
Bachelor of Arts, English Literature
Cengage Learning March 2014 - Present
Medpace August 2013 - March 2014
Comcast April 2013 - July 2013
Simply Hired November 2012 - February 2013
Monster September 2008 - November 2012
Fidelity Investments January 2008 - May 2008
Morgan Stanley September 2007 - January 2008
Fidelity Investments July 2004 - September 2007
AstraZeneca Pharmaceuticals April 2003 - July 2004
Fidelity Investments March 2000 - December 2002
Skills
Recruiting, Talent Acquisition, Training, Sourcing, Interviews, Applicant Tracking..., Job Descriptions, Human Resources, CRM, Career Counseling, Salesforce.com, Resume Writing, Recruitment Advertising, Training Delivery, LinkedIn Recruiter, Boolean Searching, Strategic Hiring, Behavioral Interviewing, Recruitment Training, Hiring Practices, Job Search Strategies, Job Search, Hands-on Training, Training Skills, Software Training, Recruitment/Retention, College Recruiting, Social Media, Taleo, Career Advice, GoToMeeting, Mentoring New Hires, Contract Recruitment, Interviewing, Vendor Relationships, Staffing Processes, Staffing Programs, User Acceptance Testing, WebEx, Contractors
Education
University of Cincinnati
Bachelor of Arts, English Literature
Anjali Mamnani Anjali Mamnani's Morgan Stanley Experience January 2004 - May 2004
Job Sr. Manager, finance and operations
Industry Business Supplies and Equipment
Experience
Webgility April 2014 - Present
YogAnjali Studio, LLC November 2012 - Present
Developmental Pathways August 2011 - January 2014
GE Access distribution 2004 - 2007
Morgan Stanley January 2004 - May 2004
Lord & Taylor June 2002 - December 2002
Skills
Management, Analysis, Cross-functional Team..., Entrepreneurship, Finance, Customer Service, Nonprofits, Leadership, Strategy, Integration, Microsoft Office
Education
University of Colorado at Boulder 2003 — 2004
Bachelor's degree, Economics
Webgility April 2014 - Present
YogAnjali Studio, LLC November 2012 - Present
Developmental Pathways August 2011 - January 2014
GE Access distribution 2004 - 2007
Morgan Stanley January 2004 - May 2004
Lord & Taylor June 2002 - December 2002
Skills
Management, Analysis, Cross-functional Team..., Entrepreneurship, Finance, Customer Service, Nonprofits, Leadership, Strategy, Integration, Microsoft Office
Education
University of Colorado at Boulder 2003 — 2004
Bachelor's degree, Economics
Scott D. Abramson, CFP®'s Morgan Stanley Experience 2004 - 2007
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2010 - Present
Fifth Third Private Bank August 2007 - July 2010
Morgan Stanley 2004 - 2007
Skills
Series 7, Wealth Management, Strategic Financial..., Commercial Lending, Credit, Loans, Investments, Portfolio Management, Retirement Planning, Strategic Planning, Credit Analysis, Series 63, Small Business Lending, Mutual Funds, Loan Origination, Mortgage Lending, Investment Advisory, Commercial Banking, Financial Modeling, Banking, Securities, Finance, Asset Management, Financial Analysis
Education
University of Central Florida 2002 — 2004
BSBA, Finance
Bishop Moore
Merrill Lynch July 2010 - Present
Fifth Third Private Bank August 2007 - July 2010
Morgan Stanley 2004 - 2007
Skills
Series 7, Wealth Management, Strategic Financial..., Commercial Lending, Credit, Loans, Investments, Portfolio Management, Retirement Planning, Strategic Planning, Credit Analysis, Series 63, Small Business Lending, Mutual Funds, Loan Origination, Mortgage Lending, Investment Advisory, Commercial Banking, Financial Modeling, Banking, Securities, Finance, Asset Management, Financial Analysis
Education
University of Central Florida 2002 — 2004
BSBA, Finance
Bishop Moore
Steve Talley, CFS Steve Talley, CFS's Morgan Stanley Experience January 1997 - January 1999
Job CFA Level III Candidate in CFA Institute Program at CFA Level III Candidate in CFA Institute Program
Industry Investment Management
Experience
Curian Capital LLC November 2009 - Present
CFA Level III Candidate in CFA Institute Program January 2007 - Present
Edward Jones January 2009 - December 2010
Investment Management January 2007 - January 2009
DLJ January 1999 - December 2006
Donaldson, Lufkin & Jenrette January 1999 - January 2006
E*TRADE Financial 2006 - 2006
Credit Suisse 2001 - 2003
Credit Suisse 2001 - 2003
Morgan Stanley January 1997 - January 1999
Skills
Mutual Funds, Investments, Series 7, Securities, Alternative Investments, Asset Management, Financial Services, Portfolio Management, Equities, Series 63, Fixed Income, Finance, Financial Advisory, Asset Allocation, Investment Management, Capital Markets, Wealth Management, FINRA, Management, Retirement Planning, Strategy, Options, Due Diligence, 401k, Investment Advisory, Sales, Financial Analysis, Investment Strategies, Insurance, Risk Management, Hedge Funds, Retirement, CRM, Financial Planning, Executive Management, Financial Modeling, Series 6, Bloomberg, Financial Markets, Fixed Annuities, Trading, ETFs, Relationship Management, Valuation, Marketing, Credit
Education
University of Colorado Boulder 1992 — 1995
B.S., Business Administration
University of Colorado Boulder 1992 — 1995
B.S, Business Administration
CFA Institute
FINRA
NYSSA
Curian Capital LLC November 2009 - Present
CFA Level III Candidate in CFA Institute Program January 2007 - Present
Edward Jones January 2009 - December 2010
Investment Management January 2007 - January 2009
DLJ January 1999 - December 2006
Donaldson, Lufkin & Jenrette January 1999 - January 2006
E*TRADE Financial 2006 - 2006
Credit Suisse 2001 - 2003
Credit Suisse 2001 - 2003
Morgan Stanley January 1997 - January 1999
Skills
Mutual Funds, Investments, Series 7, Securities, Alternative Investments, Asset Management, Financial Services, Portfolio Management, Equities, Series 63, Fixed Income, Finance, Financial Advisory, Asset Allocation, Investment Management, Capital Markets, Wealth Management, FINRA, Management, Retirement Planning, Strategy, Options, Due Diligence, 401k, Investment Advisory, Sales, Financial Analysis, Investment Strategies, Insurance, Risk Management, Hedge Funds, Retirement, CRM, Financial Planning, Executive Management, Financial Modeling, Series 6, Bloomberg, Financial Markets, Fixed Annuities, Trading, ETFs, Relationship Management, Valuation, Marketing, Credit
Education
University of Colorado Boulder 1992 — 1995
B.S., Business Administration
University of Colorado Boulder 1992 — 1995
B.S, Business Administration
CFA Institute
FINRA
NYSSA
Elana Sears Elana Sears's Morgan Stanley Experience June 2013 - Present
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2013 - Present
Morgan Stanley June 2012 - August 2012
UBS Wealth Management January 2012 - May 2012
Accelerator Business Institute June 2011 - June 2011
Skills
Equities, Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis, Bloomberg Terminal
Education
Vanderbilt University 2009 — 2013
Bachelor of Science (B.S.), Human & Organizational Development; International Business
University of Cape Town 2011 — 2011
Morgan Stanley June 2013 - Present
Morgan Stanley June 2012 - August 2012
UBS Wealth Management January 2012 - May 2012
Accelerator Business Institute June 2011 - June 2011
Skills
Equities, Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis, Bloomberg Terminal
Education
Vanderbilt University 2009 — 2013
Bachelor of Science (B.S.), Human & Organizational Development; International Business
University of Cape Town 2011 — 2011
Jon Garner Jon Garner's Morgan Stanley Experience May 2011 - May 2012
Job Oil & Energy Professional
Industry Oil & Energy
Experience
Wavefront, LLC 2012 - Present
Goldston Oil Corporation May 2008 - Present
Morgan Stanley May 2011 - May 2012
Skills
Computer-savvy, Oil & Gas Exploration
Education
University of Central Arkansas
Bachelor of Business Administration (BBA), Economics and International Trade
Wavefront, LLC 2012 - Present
Goldston Oil Corporation May 2008 - Present
Morgan Stanley May 2011 - May 2012
Skills
Computer-savvy, Oil & Gas Exploration
Education
University of Central Arkansas
Bachelor of Business Administration (BBA), Economics and International Trade
AnnMarie Dion AnnMarie Dion's Morgan Stanley Experience 2005 - 2008
Job Sr. Mortgage Underwriter at Equity Mortgage Bankers
Industry Financial Services
Experience
Equity Mortgage Bankers August 2015 - Present
Opus CMC October 2013 - July 2015
LenderLive Network June 2013 - August 2013
Accurate Risk Management February 2009 - June 2013
Venta Financial - DBA Alterra Home Loans February 2013 - May 2013
Platinum Mortgage August 2012 - February 2013
Mela Capital Group April 2011 - October 2011
Ace Risk Evaluation 2010 - 2010
Morgan Stanley 2005 - 2008
Flagstar Bank 2002 - 2003
Skills
Mortgage, Credit, Loans, Underwriting, Fraud, Mortgage Lending, Compliance, Due Diligence, Mortgage Banking, Portfolio Management, Risk Management, Credit Risk, Capital Markets, FHA, Loss Mitigation, FHA financing, Real Estate, Banking, Auditing, Residential Mortgages, Mortgage Servicing, Credit Analysis, Retail Banking, Loan Origination, Loan Servicing, Securitization, Operational Risk, Consumer Lending, Executive Management, Financial Analysis, Refinance, Valuation, Mortgage Underwriting, Asset Management, Funding, Financial Risk
Education
University of Central Florida - College of Business Administration 1980 — 1984
Sawgrass Mall
Equity Mortgage Bankers August 2015 - Present
Opus CMC October 2013 - July 2015
LenderLive Network June 2013 - August 2013
Accurate Risk Management February 2009 - June 2013
Venta Financial - DBA Alterra Home Loans February 2013 - May 2013
Platinum Mortgage August 2012 - February 2013
Mela Capital Group April 2011 - October 2011
Ace Risk Evaluation 2010 - 2010
Morgan Stanley 2005 - 2008
Flagstar Bank 2002 - 2003
Skills
Mortgage, Credit, Loans, Underwriting, Fraud, Mortgage Lending, Compliance, Due Diligence, Mortgage Banking, Portfolio Management, Risk Management, Credit Risk, Capital Markets, FHA, Loss Mitigation, FHA financing, Real Estate, Banking, Auditing, Residential Mortgages, Mortgage Servicing, Credit Analysis, Retail Banking, Loan Origination, Loan Servicing, Securitization, Operational Risk, Consumer Lending, Executive Management, Financial Analysis, Refinance, Valuation, Mortgage Underwriting, Asset Management, Funding, Financial Risk
Education
University of Central Florida - College of Business Administration 1980 — 1984
Sawgrass Mall
Brian Ahern's Morgan Stanley Experience June 2005 - June 2010
Job CRPC®, Assistant Vice PresidentFinancial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2012 - Present
Morgan Stanley Smith Barney June 2010 - June 2012
Morgan Stanley June 2005 - June 2010
Midwest Bank & Trust 2001 - 2005
Lawrence/Bonfitto Trading Corp. 1996 - 2001
Kansas City Royals 1989 - 1995
Skills
Series 7, Investments, Portfolio Management, Equities, Mutual Funds, Financial Analysis, Financial Modeling, Wealth Management, Securities, Retirement Planning, Trading Strategies, Series 66, Series 10, Series 9, Series 31, Insurance Licensed
Education
University of Central Florida 1986 — 1990
Business Administration and Management, General
Homewood Flossmoor High School 1982 — 1986
Merrill Lynch June 2012 - Present
Morgan Stanley Smith Barney June 2010 - June 2012
Morgan Stanley June 2005 - June 2010
Midwest Bank & Trust 2001 - 2005
Lawrence/Bonfitto Trading Corp. 1996 - 2001
Kansas City Royals 1989 - 1995
Skills
Series 7, Investments, Portfolio Management, Equities, Mutual Funds, Financial Analysis, Financial Modeling, Wealth Management, Securities, Retirement Planning, Trading Strategies, Series 66, Series 10, Series 9, Series 31, Insurance Licensed
Education
University of Central Florida 1986 — 1990
Business Administration and Management, General
Homewood Flossmoor High School 1982 — 1986
Arun Nandy Arun Nandy's Morgan Stanley Experience June 1999 - June 2003
Job : WASHINGTON STATE DEPARTMENT OF TRANSPORTATION FERRIES at Washington
Industry Computer Software
Experience
Washington September 2011 - Present
State of Washington March 2009 - Present
DSHS February 2009 - October 2011
DSHS 2003 - 2010
DSHS October 2005 - March 2009
State of Washington October 2005 - February 2009
M TECHNOLOGY May 2005 - September 2005
State of Washington November 2003 - May 2005
Morgan Stanley June 1999 - June 2003
NEW YORK CITY March 1999 - May 1999
Skills
ASP.NET, .NET, CSLA, OPALIS, XML, Microsoft SQL Server, C#, Visual Studio, SQL, Web Services, JavaScript, Database Design, WCF, Web Applications, SSIS
Education
University of Canberra 1989 — 1990
MS, COMPUTER Science
University of Canberra 1988 — 1990
MS, Computer Programming, Database design, Data Communication, Systems Analysis
CALCUTTA UNIVERSITY 1976 — 1978
MS, ELECTRONICS Engineering; COMPUTER SCIENCE
CALCUTTA UNIVERSITY 1971 — 1976
BS, ELECTRONICS AND TELECOMMUNICATIONS Engineering
Washington September 2011 - Present
State of Washington March 2009 - Present
DSHS February 2009 - October 2011
DSHS 2003 - 2010
DSHS October 2005 - March 2009
State of Washington October 2005 - February 2009
M TECHNOLOGY May 2005 - September 2005
State of Washington November 2003 - May 2005
Morgan Stanley June 1999 - June 2003
NEW YORK CITY March 1999 - May 1999
Skills
ASP.NET, .NET, CSLA, OPALIS, XML, Microsoft SQL Server, C#, Visual Studio, SQL, Web Services, JavaScript, Database Design, WCF, Web Applications, SSIS
Education
University of Canberra 1989 — 1990
MS, COMPUTER Science
University of Canberra 1988 — 1990
MS, Computer Programming, Database design, Data Communication, Systems Analysis
CALCUTTA UNIVERSITY 1976 — 1978
MS, ELECTRONICS Engineering; COMPUTER SCIENCE
CALCUTTA UNIVERSITY 1971 — 1976
BS, ELECTRONICS AND TELECOMMUNICATIONS Engineering
Bobby Cremins, CFA, CFP®'s Morgan Stanley Experience 2003 - 2008
Job President at Metanoia Financial
Industry Financial Services
Experience
Metanoia Financial 2010 - Present
Merrill Lynch 2008 - 2010
Morgan Stanley 2003 - 2008
SunTrust Bank 2000 - 2003
Skills
Wealth Management, Investment Advisory, Portfolio Management, Asset Allocation, Strategic Financial..., Loans, Finance, Valuation, Management, Retirement Planning, Private Equity, Business Planning, Venture Capital, Capital Markets, Hedge Funds, Risk Management, Corporate Finance, Fixed Income, Financial Services, Credit, Options, Financial Markets, Bonds, Financial Planning
Education
University of Colorado Boulder 1996 — 2000
Metanoia Financial 2010 - Present
Merrill Lynch 2008 - 2010
Morgan Stanley 2003 - 2008
SunTrust Bank 2000 - 2003
Skills
Wealth Management, Investment Advisory, Portfolio Management, Asset Allocation, Strategic Financial..., Loans, Finance, Valuation, Management, Retirement Planning, Private Equity, Business Planning, Venture Capital, Capital Markets, Hedge Funds, Risk Management, Corporate Finance, Fixed Income, Financial Services, Credit, Options, Financial Markets, Bonds, Financial Planning
Education
University of Colorado Boulder 1996 — 2000
Taylor Brooks Taylor Brooks's Morgan Stanley Experience 2010 - 2012
Job Mortgage Advisor at Sindeo
Industry Banking
Experience
Sindeo August 2015 - Present
Citi May 2012 - Present
Morgan Stanley 2010 - 2012
First Republic Bank October 2001 - April 2010
Skills
Banking, Loans, Credit, Portfolio Management, Commercial Banking, Commercial Lending, Mortgage Lending, Small Business Lending, Wealth Management, Credit Analysis, Investments, Asset Management, Private Banking, Finance, Risk Management, New Business Development
Education
University of Central Missouri 1997 — 1999
Garden City Community College 1995 — 1997
Sindeo August 2015 - Present
Citi May 2012 - Present
Morgan Stanley 2010 - 2012
First Republic Bank October 2001 - April 2010
Skills
Banking, Loans, Credit, Portfolio Management, Commercial Banking, Commercial Lending, Mortgage Lending, Small Business Lending, Wealth Management, Credit Analysis, Investments, Asset Management, Private Banking, Finance, Risk Management, New Business Development
Education
University of Central Missouri 1997 — 1999
Garden City Community College 1995 — 1997
Nate Winkler Nate Winkler's Morgan Stanley Experience April 2008 - May 2010
Job Account Manager at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters June 2014 - Present
CEB December 2013 - June 2014
Bloomberg October 2010 - October 2013
Morgan Stanley April 2008 - May 2010
FirstGroup America June 2008 - March 2009
Skills
Foreign Exchange, Trading, Commodity Markets, Bloomberg, Bloomberg Terminal, Financial Modeling, Financial Analysis, Equities, Portfolio Management, Derivatives, Financial Markets, Fixed Income, Valuation, Investments, FX Options, Finance, Financial Risk, Hedging, Options, Capital Markets, Securities, Hedge Funds, Bonds, Electronic Trading
Education
University of Cincinnati
Bachelor of Business Administration, Finance
Thomson Reuters June 2014 - Present
CEB December 2013 - June 2014
Bloomberg October 2010 - October 2013
Morgan Stanley April 2008 - May 2010
FirstGroup America June 2008 - March 2009
Skills
Foreign Exchange, Trading, Commodity Markets, Bloomberg, Bloomberg Terminal, Financial Modeling, Financial Analysis, Equities, Portfolio Management, Derivatives, Financial Markets, Fixed Income, Valuation, Investments, FX Options, Finance, Financial Risk, Hedging, Options, Capital Markets, Securities, Hedge Funds, Bonds, Electronic Trading
Education
University of Cincinnati
Bachelor of Business Administration, Finance
Adela Lica's Morgan Stanley Experience June 2011 - September 2011
Job Software Engineer III at Google
Industry Computer Software
Experience
Google June 2015 - Present
Google October 2013 - May 2015
Microsoft June 2012 - September 2012
Morgan Stanley June 2011 - September 2011
Red Gate Software July 2010 - September 2010
Skills
Software Development, Software Engineering, Algorithms, C++, Java, C#, Python, Database Systems, Computer Science, Machine Learning, Concurrent Programming, Git, Programming, Integration, SQL
Education
University of Oxford 2012 — 2013
Master of Science (MSc), Computer Science
University of Cambridge 2009 — 2012
Bachelor of Arts (B.A.), Computer Science
Google June 2015 - Present
Google October 2013 - May 2015
Microsoft June 2012 - September 2012
Morgan Stanley June 2011 - September 2011
Red Gate Software July 2010 - September 2010
Skills
Software Development, Software Engineering, Algorithms, C++, Java, C#, Python, Database Systems, Computer Science, Machine Learning, Concurrent Programming, Git, Programming, Integration, SQL
Education
University of Oxford 2012 — 2013
Master of Science (MSc), Computer Science
University of Cambridge 2009 — 2012
Bachelor of Arts (B.A.), Computer Science
Julian Mettmann Julian Mettmann's Morgan Stanley Experience July 2015 - Present
Job Technology Investment Banking Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
Morgan Stanley July 2013 - Present
Morgan Stanley September 2012 - December 2012
Commerzbank AG August 2011 - October 2011
WestLB August 2010 - October 2010
Education
Universität zu Köln / University of Cologne 2009 — 2012
Bachelor of Science (B.Sc.), Wirtschaftswissenschaften, 1.3
Morgan Stanley July 2015 - Present
Morgan Stanley July 2013 - Present
Morgan Stanley September 2012 - December 2012
Commerzbank AG August 2011 - October 2011
WestLB August 2010 - October 2010
Education
Universität zu Köln / University of Cologne 2009 — 2012
Bachelor of Science (B.Sc.), Wirtschaftswissenschaften, 1.3
David Stella, CFP, CIMA David Stella, CFP, CIMA's Morgan Stanley Experience 1994 - 1996
Job Senior Vice President | Wealth Management
Industry Financial Services
Experience
Wells Fargo Private Bank March 2008 - Present
Morgan Keegan & Co Inc 2002 - March 2008
SunTrust Bank 1998 - 2002
Bank of America 1996 - 1998
Morgan Stanley 1994 - 1996
Education
University of Notre Dame - Mendoza College of Business 2011 — 2013
Master of Business Administration (MBA), Finance & Strategy
University of Pennsylvania - The Wharton School 2007 — 2007
(CIMA) Certified Investment Management Analyst
University of Central Florida - College of Business Administration 1990 — 1994
BSBA, Finance
Wells Fargo Private Bank March 2008 - Present
Morgan Keegan & Co Inc 2002 - March 2008
SunTrust Bank 1998 - 2002
Bank of America 1996 - 1998
Morgan Stanley 1994 - 1996
Education
University of Notre Dame - Mendoza College of Business 2011 — 2013
Master of Business Administration (MBA), Finance & Strategy
University of Pennsylvania - The Wharton School 2007 — 2007
(CIMA) Certified Investment Management Analyst
University of Central Florida - College of Business Administration 1990 — 1994
BSBA, Finance
Bill Sheehan Bill Sheehan's Morgan Stanley Experience August 2000 - November 2002
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2014 - Present
Nuveen Investments July 2010 - February 2014
DWS Investments June 2008 - July 2010
Wells Fargo Advantage Funds June 2005 - June 2008
Wells Fargo Advantage Funds December 2004 - June 2005
Wells Fargo Advantage Funds October 2003 - December 2004
Morgan Stanley August 2000 - November 2002
Morgan Stanley June 1998 - August 2000
Skills
Mutual Funds, Investments, Series 7, Series 63, Asset Allocation, Wealth Management, Asset Managment, Investment Strategies
Education
University of Colorado at Boulder 1994 — 1997
BS, Marketing
Fidelity Investments February 2014 - Present
Nuveen Investments July 2010 - February 2014
DWS Investments June 2008 - July 2010
Wells Fargo Advantage Funds June 2005 - June 2008
Wells Fargo Advantage Funds December 2004 - June 2005
Wells Fargo Advantage Funds October 2003 - December 2004
Morgan Stanley August 2000 - November 2002
Morgan Stanley June 1998 - August 2000
Skills
Mutual Funds, Investments, Series 7, Series 63, Asset Allocation, Wealth Management, Asset Managment, Investment Strategies
Education
University of Colorado at Boulder 1994 — 1997
BS, Marketing
Janet Cody Janet Cody's Morgan Stanley Experience 2000 - 2001
Job CFO at Quality Medical Care
Industry Hospital & Health Care
Experience
Quality Medical Care March 2004 - Present
Morgan Stanley 2000 - 2001
Boston Whaler October 1993 - June 2000
Skills
Strategic Planning, Process Improvement, Budgets, Mergers & Acquisitions, Financial Reporting, Team Building, Forecasting, Leadership, Start-ups, New Business Development, Operations Management, Accounting, Business Planning, Contract Negotiation, Financial Analysis, Product Development, Purchasing, Executive Management, Inventory Management, Mergers, Account Management, Sales Management, Management
Education
University of Central Florida 1991 — 1993
MBA, Business
Western Carolina University 1981 — 1986
BSBA, Accounting
Quality Medical Care March 2004 - Present
Morgan Stanley 2000 - 2001
Boston Whaler October 1993 - June 2000
Skills
Strategic Planning, Process Improvement, Budgets, Mergers & Acquisitions, Financial Reporting, Team Building, Forecasting, Leadership, Start-ups, New Business Development, Operations Management, Accounting, Business Planning, Contract Negotiation, Financial Analysis, Product Development, Purchasing, Executive Management, Inventory Management, Mergers, Account Management, Sales Management, Management
Education
University of Central Florida 1991 — 1993
MBA, Business
Western Carolina University 1981 — 1986
BSBA, Accounting
Keith Reyes, CLU® ChFC® Keith Reyes, CLU® ChFC®'s Morgan Stanley Experience January 2002 - November 2002
Job Financial Advisor at Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network January 2005 - Present
Shumate Mechanical April 2003 - December 2004
Morgan Stanley January 2002 - November 2002
Education
University of Central Florida - College of Business Administration 1999 — 2003
Business, Finance
Charles W. Flanagan 1997 — 1999
Northwestern Mutual Financial Network January 2005 - Present
Shumate Mechanical April 2003 - December 2004
Morgan Stanley January 2002 - November 2002
Education
University of Central Florida - College of Business Administration 1999 — 2003
Business, Finance
Charles W. Flanagan 1997 — 1999
Howard Long's Morgan Stanley Experience January 2014 - February 2014
Job Vice President at Credit Suisse
Industry Financial Services
Experience
Credit Suisse August 2015 - Present
Ryan/Chelsea-Clinton Community Health Center February 2015 - Present
Moody's Corporation July 2015 - August 2015
Moody's Corporation February 2014 - July 2015
Morgan Stanley January 2014 - February 2014
Morgan Stanley August 2008 - January 2014
Steve and Barrys November 2007 - August 2008
Town Sports International October 2006 - November 2007
Crane Aerospace October 2005 - October 2006
Skills
Customer Relations, Business Analysis, Process Engineering, Visio, Process Improvement, Customer Service, Documentation, Outlook, Access, Change Management, Team Leadership, SQL, Analysis, Data Analysis, Windows, Strategic Planning, Operations Management, Vendor Management, Excel, Microsoft Office, SharePoint, Requirements Analysis, Coaching, Procurement, Negotiation, Problem Solving, Risk Management, Research, Business Process..., SQL Server, Process Development, Word, Lotus Notes, PowerPoint, Inventory Management, Vendor Relations, Mentoring, Computer Hardware, SaaS, Strategic Sourcing, Contract Management, Contract Negotiation, IT contract negotiation, Employee Training, Personal Training, Training Delivery, Vendor Relationships, Outsourcing, Project Management, SDLC
Education
University of Central Florida 2001 — 2006
BS, Health Services Administration
Credit Suisse August 2015 - Present
Ryan/Chelsea-Clinton Community Health Center February 2015 - Present
Moody's Corporation July 2015 - August 2015
Moody's Corporation February 2014 - July 2015
Morgan Stanley January 2014 - February 2014
Morgan Stanley August 2008 - January 2014
Steve and Barrys November 2007 - August 2008
Town Sports International October 2006 - November 2007
Crane Aerospace October 2005 - October 2006
Skills
Customer Relations, Business Analysis, Process Engineering, Visio, Process Improvement, Customer Service, Documentation, Outlook, Access, Change Management, Team Leadership, SQL, Analysis, Data Analysis, Windows, Strategic Planning, Operations Management, Vendor Management, Excel, Microsoft Office, SharePoint, Requirements Analysis, Coaching, Procurement, Negotiation, Problem Solving, Risk Management, Research, Business Process..., SQL Server, Process Development, Word, Lotus Notes, PowerPoint, Inventory Management, Vendor Relations, Mentoring, Computer Hardware, SaaS, Strategic Sourcing, Contract Management, Contract Negotiation, IT contract negotiation, Employee Training, Personal Training, Training Delivery, Vendor Relationships, Outsourcing, Project Management, SDLC
Education
University of Central Florida 2001 — 2006
BS, Health Services Administration
Bill Matlock Bill Matlock's Morgan Stanley Experience February 1998 - March 2001
Job Allstate Financial Services
Industry Financial Services
Experience
Allstate Financial Services, LLC June 2015 - Present
Matlock Advisory Group, Inc May 2008 - Present
Shurwest Financial Group 2007 - 2012
Powell Matlock Drees, Inc May 2007 - May 2008
Bankers Life and Casualty March 2003 - May 2007
Trust and Investment divison of Pulaski Bank March 2001 - March 2003
Morgan Stanley February 1998 - March 2001
Skills
Fixed Annuities, Insurance, Asset Allocation, Estate Planning, Retirement, Retirement Planning, Variable Annuities, Long-term Care, IRAs, Wealth Accumulation, Life Insurance, 401k, Series 7, Financial Goals, Strategic Financial..., Financial Advisory, Wealth Management, Financial Planners, Personal Finance, Income Planning, Veterans Benefit Aid..., Annuity Sales, 401k Rollovers, Long Term Care Insurance, Mutual Funds, Whole Life, Universal Life, Investment Strategies, Medicare, Insurance Brokerage, Brokers, Stocks, Bonds, Roth IRA, Medicare Part D, FINRA, Term Life Insurance, Wealth, Financial Planning
Education
University of Central Arkansas 1989 — 1993
Bachelor of Business Administration (BBA), Business Administration and Management, General
University of Central Arkansas 1989 — 1993
Bachelor of Science (BS), Business Administration and Management, General
Allstate Financial Services, LLC June 2015 - Present
Matlock Advisory Group, Inc May 2008 - Present
Shurwest Financial Group 2007 - 2012
Powell Matlock Drees, Inc May 2007 - May 2008
Bankers Life and Casualty March 2003 - May 2007
Trust and Investment divison of Pulaski Bank March 2001 - March 2003
Morgan Stanley February 1998 - March 2001
Skills
Fixed Annuities, Insurance, Asset Allocation, Estate Planning, Retirement, Retirement Planning, Variable Annuities, Long-term Care, IRAs, Wealth Accumulation, Life Insurance, 401k, Series 7, Financial Goals, Strategic Financial..., Financial Advisory, Wealth Management, Financial Planners, Personal Finance, Income Planning, Veterans Benefit Aid..., Annuity Sales, 401k Rollovers, Long Term Care Insurance, Mutual Funds, Whole Life, Universal Life, Investment Strategies, Medicare, Insurance Brokerage, Brokers, Stocks, Bonds, Roth IRA, Medicare Part D, FINRA, Term Life Insurance, Wealth, Financial Planning
Education
University of Central Arkansas 1989 — 1993
Bachelor of Business Administration (BBA), Business Administration and Management, General
University of Central Arkansas 1989 — 1993
Bachelor of Science (BS), Business Administration and Management, General
Jacob Wilson Jacob Wilson's Morgan Stanley Experience May 2005 - October 2006
Job Director, Tax Technology at PwC
Industry Information Technology and Services
Experience
PwC February 2014 - Present
Neudesic January 2013 - February 2014
Neudesic March 2012 - December 2012
Neudesic March 2011 - February 2012
Bross Group November 2010 - March 2011
Bross Group April 2009 - November 2010
Slalom Consulting October 2007 - April 2009
Hitachi Consulting October 2006 - October 2007
Morgan Stanley May 2005 - October 2006
University of Colorado August 2004 - May 2005
Skills
SharePoint, T-SQL, SQL Server, MOSS 2007, C#, Visual Basic, Microsoft SQL Server, Microsoft Office..., Business Intelligence, HTML, .NET, Visual Studio, XML, Java, JavaScript, SSRS, Enterprise Architecture, SharePoint Server, Business Analysis
Education
University of Colorado Boulder 2001 — 2006
Bachelor Degree, Accounting & Computer Science
PwC February 2014 - Present
Neudesic January 2013 - February 2014
Neudesic March 2012 - December 2012
Neudesic March 2011 - February 2012
Bross Group November 2010 - March 2011
Bross Group April 2009 - November 2010
Slalom Consulting October 2007 - April 2009
Hitachi Consulting October 2006 - October 2007
Morgan Stanley May 2005 - October 2006
University of Colorado August 2004 - May 2005
Skills
SharePoint, T-SQL, SQL Server, MOSS 2007, C#, Visual Basic, Microsoft SQL Server, Microsoft Office..., Business Intelligence, HTML, .NET, Visual Studio, XML, Java, JavaScript, SSRS, Enterprise Architecture, SharePoint Server, Business Analysis
Education
University of Colorado Boulder 2001 — 2006
Bachelor Degree, Accounting & Computer Science
Christian Green's Morgan Stanley Experience May 2015 - Present
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2015 - Present
Merrill Lynch June 2014 - May 2015
Northwestern Mutual April 2013 - April 2014
Wells Fargo Advisors August 2010 - April 2012
Skills
Business Planning, Sales Operations, Strategic Financial..., Investments, Marketing Strategy, Client Engagement, PowerPoint, Market Research, Public Speaking, Equity Capital Markets, Stock Trading, Asset Management, Partner Management, ETFs, Business Development, Portfolio Optimization, Life Insurance, Retirement Benefits, Index Options, REIT, Fixed Income Strategies, Cold Calling, Sales Management
Education
University of Central Florida - College of Business Administration 2009 — 2012
Bachelor of Science (B.S.), Marketing
Valencia College
Associate of Arts (A.A.), Business Administration
Morgan Stanley May 2015 - Present
Merrill Lynch June 2014 - May 2015
Northwestern Mutual April 2013 - April 2014
Wells Fargo Advisors August 2010 - April 2012
Skills
Business Planning, Sales Operations, Strategic Financial..., Investments, Marketing Strategy, Client Engagement, PowerPoint, Market Research, Public Speaking, Equity Capital Markets, Stock Trading, Asset Management, Partner Management, ETFs, Business Development, Portfolio Optimization, Life Insurance, Retirement Benefits, Index Options, REIT, Fixed Income Strategies, Cold Calling, Sales Management
Education
University of Central Florida - College of Business Administration 2009 — 2012
Bachelor of Science (B.S.), Marketing
Valencia College
Associate of Arts (A.A.), Business Administration
Christian Craft's Morgan Stanley Experience September 2015 - Present
Job Sales Assistant at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2015 - Present
Morgan Stanley May 2015 - September 2015
Seascape Motel May 2015 - August 2015
Party Tutor January 2015 - May 2015
Skills
Leadership, Public Speaking, Marketing, Customer Service, Sales, Microsoft Office, Microsoft Excel, Financial Analysis, Facebook
Education
University of Central Florida 2014 — 2018
Economics
Melbourne Central Catholic 2009 — 2014
Morgan Stanley September 2015 - Present
Morgan Stanley May 2015 - September 2015
Seascape Motel May 2015 - August 2015
Party Tutor January 2015 - May 2015
Skills
Leadership, Public Speaking, Marketing, Customer Service, Sales, Microsoft Office, Microsoft Excel, Financial Analysis, Facebook
Education
University of Central Florida 2014 — 2018
Economics
Melbourne Central Catholic 2009 — 2014
Richard Stein's Morgan Stanley Experience August 2015 - Present
Job UCF Finance
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
Lockheed Martin September 2014 - Present
Splash 4 Partners, LLC May 2015 - August 2015
Citi January 2014 - July 2014
Florida House of Representatives October 2013 - December 2013
Aon Hewitt May 2013 - September 2013
Law Offices of Blair T. Jackson, P.A. April 2013 - August 2013
Skills
Analysis, Skilled Communicator, Highly motivated..., Project Management, Organizational Vision, well-cultivated..., Marketing Strategy, Business Analysis, Financial Analysis, Microsoft Excel, Organizational..., Legal Research, Corporate Development, Risk Management, Data Analysis, Public Speaking, Microsoft Word, Leadership, Time Management, Research, Customer Service, Microsoft Office, PowerPoint, Management
Education
University of Central Florida - College of Business Administration 2012 — 2016
BSBA, Finance and Minor in Political Science
Timber Creek High School 2008 — 2012
HS Diploma, Advanced Placement
Morgan Stanley August 2015 - Present
Lockheed Martin September 2014 - Present
Splash 4 Partners, LLC May 2015 - August 2015
Citi January 2014 - July 2014
Florida House of Representatives October 2013 - December 2013
Aon Hewitt May 2013 - September 2013
Law Offices of Blair T. Jackson, P.A. April 2013 - August 2013
Skills
Analysis, Skilled Communicator, Highly motivated..., Project Management, Organizational Vision, well-cultivated..., Marketing Strategy, Business Analysis, Financial Analysis, Microsoft Excel, Organizational..., Legal Research, Corporate Development, Risk Management, Data Analysis, Public Speaking, Microsoft Word, Leadership, Time Management, Research, Customer Service, Microsoft Office, PowerPoint, Management
Education
University of Central Florida - College of Business Administration 2012 — 2016
BSBA, Finance and Minor in Political Science
Timber Creek High School 2008 — 2012
HS Diploma, Advanced Placement
Michael Ball's Morgan Stanley Experience 2001 - 2002
Job Associate Director, Financial Analysis at AT&T Mobility
Industry Telecommunications
Experience
AT&T Mobility April 2013 - Present
AT&T May 2010 - April 2013
AT&T Mobility September 2008 - May 2010
Intertape Polymer Group September 2006 - September 2008
Executive Compensation Group February 2006 - August 2006
Significant Wealth Management 2005 - 2006
The Bank of New York 2004 - 2005
State Street February 2002 - August 2003
Morgan Stanley 2001 - 2002
Skills
Competitive Analysis, Pricing, CO-PA, Analysis, Pricing Strategy, Business Strategy, Financial Modeling, Strategic Financial..., Portfolio Management, Investment Strategies, Investment Advisory, Investment Management, Project Management, Written & Oral..., Persuasive Presentations, Team Leadership, Corporate Finance, Fund Accounting, Estate Planning, Life Insurance, Equity Capital Markets, Customer Retention, Customer Acquisition, Customer Analysis, Strategic Planning, Investments, Financial Analysis, Forecasting, Process Improvement, Cross-functional Team..., Vendor Management, Access, Analytics, Pricing Analysis, P&L Management, Variance Analysis, Strategy, Mergers & Acquisitions, Finance, Business Planning, Product Management, Capital Budgeting, Executive Management, Managerial Finance, Business Process..., Financial Forecasting, Telecommunications, Strategic Partnerships, Business Case, Income Statement
Education
University of Notre Dame - Mendoza College of Business 2007 — 2007
Masters Certificate, Leadership and Management
University of Central Florida 1995 — 1999
Bachelor Science Business Administration, Finance, General
Escambia High School 1991 — 1995
AT&T Mobility April 2013 - Present
AT&T May 2010 - April 2013
AT&T Mobility September 2008 - May 2010
Intertape Polymer Group September 2006 - September 2008
Executive Compensation Group February 2006 - August 2006
Significant Wealth Management 2005 - 2006
The Bank of New York 2004 - 2005
State Street February 2002 - August 2003
Morgan Stanley 2001 - 2002
Skills
Competitive Analysis, Pricing, CO-PA, Analysis, Pricing Strategy, Business Strategy, Financial Modeling, Strategic Financial..., Portfolio Management, Investment Strategies, Investment Advisory, Investment Management, Project Management, Written & Oral..., Persuasive Presentations, Team Leadership, Corporate Finance, Fund Accounting, Estate Planning, Life Insurance, Equity Capital Markets, Customer Retention, Customer Acquisition, Customer Analysis, Strategic Planning, Investments, Financial Analysis, Forecasting, Process Improvement, Cross-functional Team..., Vendor Management, Access, Analytics, Pricing Analysis, P&L Management, Variance Analysis, Strategy, Mergers & Acquisitions, Finance, Business Planning, Product Management, Capital Budgeting, Executive Management, Managerial Finance, Business Process..., Financial Forecasting, Telecommunications, Strategic Partnerships, Business Case, Income Statement
Education
University of Notre Dame - Mendoza College of Business 2007 — 2007
Masters Certificate, Leadership and Management
University of Central Florida 1995 — 1999
Bachelor Science Business Administration, Finance, General
Escambia High School 1991 — 1995
Desiree Fuehrer's Morgan Stanley Experience February 2010 - November 2014
Job Vice President at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management December 2014 - Present
Morgan Stanley February 2010 - November 2014
Smith Barney April 2002 - February 2010
Smith Barney February 1997 - April 2002
The Robinson Humphrey Co March 1993 - February 1997
Skills
Series 7, Series 63, Series 65, Seies 8, Series 31, FINRA, Securities, Series 24, Wealth Management, Alternative Investments, Equities, Asset Management
Education
University of Central Florida 1984 — 1987
BSBA, Business
RBC Wealth Management December 2014 - Present
Morgan Stanley February 2010 - November 2014
Smith Barney April 2002 - February 2010
Smith Barney February 1997 - April 2002
The Robinson Humphrey Co March 1993 - February 1997
Skills
Series 7, Series 63, Series 65, Seies 8, Series 31, FINRA, Securities, Series 24, Wealth Management, Alternative Investments, Equities, Asset Management
Education
University of Central Florida 1984 — 1987
BSBA, Business
Bryce Mathis's Morgan Stanley Experience January 2001 - November 2007
Job sustainable business advisor
Industry Environmental Services
Experience
Evergreen Sports Programming Ltd. December 2011 - Present
MetLife December 2007 - April 2010
Garfield Heights Chamber of Commerce 2007 - 2009
Morgan Stanley January 2001 - November 2007
Skills
Advertising, Leadership Development, Non-profits, Event Planning, Workshop Facilitation, Community Outreach, Renewable Energy, Customer Service, Team Building, Microsoft Office, Microsoft Excel, Public Relations, Nonprofits, Project Management, Social Networking, Strategic Planning, Waste Management
Education
University of Cincinnati 1996 — 1997
Business Administration and Management, General
James Ford Rhodes
Evergreen Sports Programming Ltd. December 2011 - Present
MetLife December 2007 - April 2010
Garfield Heights Chamber of Commerce 2007 - 2009
Morgan Stanley January 2001 - November 2007
Skills
Advertising, Leadership Development, Non-profits, Event Planning, Workshop Facilitation, Community Outreach, Renewable Energy, Customer Service, Team Building, Microsoft Office, Microsoft Excel, Public Relations, Nonprofits, Project Management, Social Networking, Strategic Planning, Waste Management
Education
University of Cincinnati 1996 — 1997
Business Administration and Management, General
James Ford Rhodes
Sonya Passi's Morgan Stanley Experience June 2013 - February 2015
Job
Industry Internet
Experience
FreeFrom July 2015 - Present
Art to Freedom November 2014 - February 2015
Morgan Stanley June 2013 - February 2015
Family Violence Appellate Project January 2012 - July 2014
Ms. JD 2012 - 2013
Boies, Schiller & Flexner LLP May 2012 - August 2012
District Attorney's Office, Domestic Violence Unit January 2012 - April 2012
Whitfield Bryson & Mason LLP May 2011 - August 2011
U.S. House of Representatives May 2008 - September 2008
Obama for America 2008 June 2008 - August 2008
Education
Harvard Law School 2012 — 2013
UC Berkeley School of Law 2010 — 2013
J.D.
University of Cambridge 2009 — 2010
M.Phil
University of Cambridge 2006 — 2009
B.A.
FreeFrom July 2015 - Present
Art to Freedom November 2014 - February 2015
Morgan Stanley June 2013 - February 2015
Family Violence Appellate Project January 2012 - July 2014
Ms. JD 2012 - 2013
Boies, Schiller & Flexner LLP May 2012 - August 2012
District Attorney's Office, Domestic Violence Unit January 2012 - April 2012
Whitfield Bryson & Mason LLP May 2011 - August 2011
U.S. House of Representatives May 2008 - September 2008
Obama for America 2008 June 2008 - August 2008
Education
Harvard Law School 2012 — 2013
UC Berkeley School of Law 2010 — 2013
J.D.
University of Cambridge 2009 — 2010
M.Phil
University of Cambridge 2006 — 2009
B.A.
Vincent Kobayashi Vincent Kobayashi's Morgan Stanley Experience September 2001 - October 2002
Job CEO
Industry Hospital & Health Care
Experience
Codebusters January 2007 - Present
Investment Development Realty April 2004 - December 2006
BHDL, Inc. November 2002 - December 2003
Morgan Stanley September 2001 - October 2002
Skills
Healthcare, Revenue Cycle, Hospitals, Medical Coding, EHR, HIPAA, Healthcare Information..., EMR, Healthcare Consulting, Medicare, Software Documentation, Medicaid, Healthcare Management, Medical Billing, Managed Care, Medical Terminology, Outsourcing, Marketing, Talent Acquisition, Business Strategy, Managed Services, CPT, Radiology, Epic Systems, Team Leadership, Mobile Applications, Strategic Planning, Inpatient, Mathematics, Contingent Workforce, Revenue Cycle Management, VMS, Health Insurance, Practice Management, Health Information..., Healthcare Industry, Marketing Communications, ICD-9, Informatics, Medical Compliance, Web Development, Medical Records, Healthcare Reimbursement, HCPCS, ICD-10, Health Information..., Credentialing, Family Medicine, HL7, Quality Improvement
Education
University of California, Santa Cruz 1996 — 2001
BA, Mathematics
Codebusters January 2007 - Present
Investment Development Realty April 2004 - December 2006
BHDL, Inc. November 2002 - December 2003
Morgan Stanley September 2001 - October 2002
Skills
Healthcare, Revenue Cycle, Hospitals, Medical Coding, EHR, HIPAA, Healthcare Information..., EMR, Healthcare Consulting, Medicare, Software Documentation, Medicaid, Healthcare Management, Medical Billing, Managed Care, Medical Terminology, Outsourcing, Marketing, Talent Acquisition, Business Strategy, Managed Services, CPT, Radiology, Epic Systems, Team Leadership, Mobile Applications, Strategic Planning, Inpatient, Mathematics, Contingent Workforce, Revenue Cycle Management, VMS, Health Insurance, Practice Management, Health Information..., Healthcare Industry, Marketing Communications, ICD-9, Informatics, Medical Compliance, Web Development, Medical Records, Healthcare Reimbursement, HCPCS, ICD-10, Health Information..., Credentialing, Family Medicine, HL7, Quality Improvement
Education
University of California, Santa Cruz 1996 — 2001
BA, Mathematics
Edward King Edward King's Morgan Stanley Experience 2000 - Present
Job Managing Director, Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley 2000 - Present
American Gaming Association 2014 - Present
Lehman Brothers 1996 - 2000
Education
University of Cambridge 1995 — 1996
Master of Philosophy (M.Phil.), Economics
University of Cambridge 1992 — 1995
Master of Arts (MA), Economics
Morgan Stanley 2000 - Present
American Gaming Association 2014 - Present
Lehman Brothers 1996 - 2000
Education
University of Cambridge 1995 — 1996
Master of Philosophy (M.Phil.), Economics
University of Cambridge 1992 — 1995
Master of Arts (MA), Economics
Randall V. Van Meter Jr. Randall V. Van Meter Jr.'s Morgan Stanley Experience August 2010 - Present
Job Assistant Vice President | Private Banker at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2010 - Present
United States Department of Defense April 2009 - August 2010
Beacon Finance February 2006 - April 2009
Skills
Series 7, Loans, Mortgage Lending, Credit, Cash Management, Commercial Lending, Banking, Credit Analysis, Series 66, Mutual Funds, Securities, Fixed Income, Equities, Portfolio Management, Wealth Management, Customer Service, Finance, Financial Analysis, Microsoft Excel
Education
University of Mississippi 2013 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
University of Central Florida
Bachelor of Science (BS), Business/Managerial Economics
Morgan Stanley August 2010 - Present
United States Department of Defense April 2009 - August 2010
Beacon Finance February 2006 - April 2009
Skills
Series 7, Loans, Mortgage Lending, Credit, Cash Management, Commercial Lending, Banking, Credit Analysis, Series 66, Mutual Funds, Securities, Fixed Income, Equities, Portfolio Management, Wealth Management, Customer Service, Finance, Financial Analysis, Microsoft Excel
Education
University of Mississippi 2013 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
University of Central Florida
Bachelor of Science (BS), Business/Managerial Economics
Erika Koster Erika Koster's Morgan Stanley Experience December 1984 - June 1986
Job Partner at Oppenheimer Wolff & Donnelly
Industry Law Practice
Experience
Oppenheimer Wolff & Donnelly 1992 - Present
digs 2014 - 2015
digs 2014 - 2015
digs 2014 - 2015
Bankers Trust February 1988 - September 1989
Softouch Consultants June 1986 - September 1989
Shearson Lehman Hutton March 1988 - December 1988
Morgan Stanley December 1984 - June 1986
Skills
Intellectual Property, Software Licensing, Trademark Prosecution, Copyright Law, Trademarks, Licensing, Trademark Infringement
Education
University of Chicago Law School 1989 — 1992
JD
Williams College 1980 — 1984
BA, cum laude, Mathematics
The Maret School 1977 — 1980
Oppenheimer Wolff & Donnelly 1992 - Present
digs 2014 - 2015
digs 2014 - 2015
digs 2014 - 2015
Bankers Trust February 1988 - September 1989
Softouch Consultants June 1986 - September 1989
Shearson Lehman Hutton March 1988 - December 1988
Morgan Stanley December 1984 - June 1986
Skills
Intellectual Property, Software Licensing, Trademark Prosecution, Copyright Law, Trademarks, Licensing, Trademark Infringement
Education
University of Chicago Law School 1989 — 1992
JD
Williams College 1980 — 1984
BA, cum laude, Mathematics
The Maret School 1977 — 1980
Frank Raffo Frank Raffo's Morgan Stanley Experience February 2004 - Present
Job Vice President | Morgan Stanley Wealth Management
Industry Banking
Experience
Morgan Stanley February 2004 - Present
Skills
Vendor Management, ITIL, Disaster Recovery, Business Analysis, Incident Management, IT Management, SDLC, Risk Management, Market Data, Visio, IT Service Management, Process Improvement, Project Portfolio..., IT Strategy, Financial Services, Project Delivery
Education
The University of Charleston
Xaverian High School
Morgan Stanley February 2004 - Present
Skills
Vendor Management, ITIL, Disaster Recovery, Business Analysis, Incident Management, IT Management, SDLC, Risk Management, Market Data, Visio, IT Service Management, Process Improvement, Project Portfolio..., IT Strategy, Financial Services, Project Delivery
Education
The University of Charleston
Xaverian High School
Ryan Mulvaney Ryan Mulvaney's Morgan Stanley Experience January 2011 - August 2011
Job Solutions Architect at BusinessForward
Industry Management Consulting
Experience
BusinessForward, Inc. January 2012 - Present
RBC Insurance July 2011 - January 2012
The Lab Consulting Partnership July 2010 - January 2012
Morgan Stanley January 2011 - August 2011
University of Central Florida August 2008 - August 2009
Peter's Pub October 2004 - November 2007
Lidia's Pittsburgh March 2004 - October 2004
Walt Disney World May 2003 - December 2003
Skills
Proficient in Microsoft..., Project Management..., Effective in..., Process Improvement, Change Management, CRM, Operational Analysis, Capacity Utilization, Leadership, Business Process..., Business Analysis, Management Consulting, Financial Analysis, Analysis, Strategic Planning, Project Management, Business Process Mapping, Operations Management, Management, Process Engineering, Business Intelligence, Business Process, Business Development, Program Management, Requirements Analysis, IT Strategy, SDLC, Business Process Design, Business Strategy, Requirements Gathering, Project Planning, Project Portfolio..., Integration, Enterprise Architecture, Analytics, Strategy, Vendor Management, Cross-functional Team..., Software Project..., Business Transformation, Organizational..., Consulting, ERP, Data Analysis, Enterprise Software, PMO, Product Management, Governance, Team Leadership, Marketing
Education
University of Central Florida 2008 — 2009
Master, Business Administration
University of Pittsburgh 1999 — 2004
B.S.B.A., Marketing
Plum Senior High School
BusinessForward, Inc. January 2012 - Present
RBC Insurance July 2011 - January 2012
The Lab Consulting Partnership July 2010 - January 2012
Morgan Stanley January 2011 - August 2011
University of Central Florida August 2008 - August 2009
Peter's Pub October 2004 - November 2007
Lidia's Pittsburgh March 2004 - October 2004
Walt Disney World May 2003 - December 2003
Skills
Proficient in Microsoft..., Project Management..., Effective in..., Process Improvement, Change Management, CRM, Operational Analysis, Capacity Utilization, Leadership, Business Process..., Business Analysis, Management Consulting, Financial Analysis, Analysis, Strategic Planning, Project Management, Business Process Mapping, Operations Management, Management, Process Engineering, Business Intelligence, Business Process, Business Development, Program Management, Requirements Analysis, IT Strategy, SDLC, Business Process Design, Business Strategy, Requirements Gathering, Project Planning, Project Portfolio..., Integration, Enterprise Architecture, Analytics, Strategy, Vendor Management, Cross-functional Team..., Software Project..., Business Transformation, Organizational..., Consulting, ERP, Data Analysis, Enterprise Software, PMO, Product Management, Governance, Team Leadership, Marketing
Education
University of Central Florida 2008 — 2009
Master, Business Administration
University of Pittsburgh 1999 — 2004
B.S.B.A., Marketing
Plum Senior High School
Kulbinder Garcha's Morgan Stanley Experience 1998 - 2000
Job Managing Director at Credit Suisse
Industry Financial Services
Experience
Credit Suisse 2002 - Present
Credit Suisse 2002 - Present
Goldman Sachs 2000 - 2002
Morgan Stanley 1998 - 2000
Skills
Equities, Equity Research, Valuation, Hedge Funds, Financial Modeling, Investment Banking, Capital Markets, Asset Management, Investments, Venture Capital, Equity Valuation, Securities, Financial Analysis, DCF, Investment Management, IPO, Economics, Finance, Financial Markets, Bloomberg, Emerging Markets, Derivatives, Fixed Income, Technology, Equity Capital Markets, Corporate Finance, Investment Strategies, Credit Derivatives, Fund Of Funds, Asset Allocation, Portfolio Management, M&A experience, Trading, Alternative Investments, Mergers & Acquisitions, Trading Systems, Private Equity, Structured Products, Equity Derivatives, Bonds, Investor Relations, LBO, Business Valuation, Equity Trading, Mutual Funds, Due Diligence, Series 7, High Yield, Financial Structuring
Education
Cambridge University 1995 — 1998
MA, Economics
Bradford Grammar School 1991 — 1995
Credit Suisse 2002 - Present
Credit Suisse 2002 - Present
Goldman Sachs 2000 - 2002
Morgan Stanley 1998 - 2000
Skills
Equities, Equity Research, Valuation, Hedge Funds, Financial Modeling, Investment Banking, Capital Markets, Asset Management, Investments, Venture Capital, Equity Valuation, Securities, Financial Analysis, DCF, Investment Management, IPO, Economics, Finance, Financial Markets, Bloomberg, Emerging Markets, Derivatives, Fixed Income, Technology, Equity Capital Markets, Corporate Finance, Investment Strategies, Credit Derivatives, Fund Of Funds, Asset Allocation, Portfolio Management, M&A experience, Trading, Alternative Investments, Mergers & Acquisitions, Trading Systems, Private Equity, Structured Products, Equity Derivatives, Bonds, Investor Relations, LBO, Business Valuation, Equity Trading, Mutual Funds, Due Diligence, Series 7, High Yield, Financial Structuring
Education
Cambridge University 1995 — 1998
MA, Economics
Bradford Grammar School 1991 — 1995
Ross Thornton's Morgan Stanley Experience May 2014 - April 2015
Job Operations Intern at Lockton Companies
Industry Insurance
Experience
Lockton Companies May 2015 - August 2015
Morgan Stanley May 2014 - April 2015
University of Colorado NCAA Men's Golf Team August 2012 - May 2014
Hallbrook Country Club April 2013 - August 2013
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, Leadership, PowerPoint, Project Management, Strategic Planning, Public Speaking, Social Media
Education
University of Colorado Boulder 2012 — 2016
BS, Business Administration with an emphasis in Finance, 3.46/4.0
Blue Valley North High School 2008 — 2012
Lockton Companies May 2015 - August 2015
Morgan Stanley May 2014 - April 2015
University of Colorado NCAA Men's Golf Team August 2012 - May 2014
Hallbrook Country Club April 2013 - August 2013
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, Leadership, PowerPoint, Project Management, Strategic Planning, Public Speaking, Social Media
Education
University of Colorado Boulder 2012 — 2016
BS, Business Administration with an emphasis in Finance, 3.46/4.0
Blue Valley North High School 2008 — 2012
Cathy Swann's Morgan Stanley Experience May 2006 - Present
Job Accountant / IT engineer
Industry Financial Services
Experience
Morgan Stanley May 2006 - Present
Crits Corp. May 2003 - April 2006
Skills
Communication, Finance, Financial Understanding, Business Innovation, Time Management, Adaptability, Leadership, Account Analysis, Computer Proficiency, Credit Management, Account Management, Financial Analysis, Invoices, Oracle
Education
University of Central Florida
Bachelor of Commerce (B.Com.), Business/Commerce, General
Morgan Stanley May 2006 - Present
Crits Corp. May 2003 - April 2006
Skills
Communication, Finance, Financial Understanding, Business Innovation, Time Management, Adaptability, Leadership, Account Analysis, Computer Proficiency, Credit Management, Account Management, Financial Analysis, Invoices, Oracle
Education
University of Central Florida
Bachelor of Commerce (B.Com.), Business/Commerce, General
Peter Archer's Morgan Stanley Experience January 2015 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley May 2013 - January 2015
Morgan Stanley June 2010 - May 2013
Banco do Brasil November 2009 - June 2010
Banco do Brasil January 2009 - December 2009
Metavante September 2007 - January 2009
Skills
Hedge Funds, Financial Services, Investments, Prime Brokerage, Fixed Income, Risk Management, Structured Finance, Securities Lending, Equities, Finance, Derivatives, Capital Markets, Bloomberg, Securities, Series 7, Series 63
Education
University of Central Florida 2004 — 2007
Bachelor's degree, Business Administration/ Minor in Finance
Morgan Stanley January 2015 - Present
Morgan Stanley May 2013 - January 2015
Morgan Stanley June 2010 - May 2013
Banco do Brasil November 2009 - June 2010
Banco do Brasil January 2009 - December 2009
Metavante September 2007 - January 2009
Skills
Hedge Funds, Financial Services, Investments, Prime Brokerage, Fixed Income, Risk Management, Structured Finance, Securities Lending, Equities, Finance, Derivatives, Capital Markets, Bloomberg, Securities, Series 7, Series 63
Education
University of Central Florida 2004 — 2007
Bachelor's degree, Business Administration/ Minor in Finance
Paul Ramer, CFA's Morgan Stanley Experience October 2012 - October 2013
Job Managing Member at Flatirons Investment Group
Industry Investment Management
Experience
Flatirons Investment Group February 2014 - Present
Morgan Stanley October 2012 - October 2013
PJR Investment Strategies, ltd. May 2008 - September 2012
RCG Capital Advisors December 2006 - May 2008
Tactical Allocation Services, LLC May 1998 - January 2006
Skills
Hedge Funds, Portfolio Management, Mutual Funds, Equities, Asset Management, Alternative Investments, R Statistical Computing...
Education
University of Colorado Boulder
Bachelor of Arts
Flatirons Investment Group February 2014 - Present
Morgan Stanley October 2012 - October 2013
PJR Investment Strategies, ltd. May 2008 - September 2012
RCG Capital Advisors December 2006 - May 2008
Tactical Allocation Services, LLC May 1998 - January 2006
Skills
Hedge Funds, Portfolio Management, Mutual Funds, Equities, Asset Management, Alternative Investments, R Statistical Computing...
Education
University of Colorado Boulder
Bachelor of Arts
Ben Johnson-Laird's Morgan Stanley Experience December 2004 - 2009
Job Vice President at Citigroup
Industry Information Technology and Services
Experience
Open Systems 2010 - April 2013
Morgan Stanley December 2004 - 2009
Morgan Stanley May 1999 - December 2004
Bloomberg June 1998 - May 1999
Skills
Java, Hibernate, SDLC, Software Project..., OOP, SQL, Business Analysis
Education
The University of Kent
B.Sc., Computer Science
University of Cambridge
M. Phil, Computer Speech, Language Processing
Open Systems 2010 - April 2013
Morgan Stanley December 2004 - 2009
Morgan Stanley May 1999 - December 2004
Bloomberg June 1998 - May 1999
Skills
Java, Hibernate, SDLC, Software Project..., OOP, SQL, Business Analysis
Education
The University of Kent
B.Sc., Computer Science
University of Cambridge
M. Phil, Computer Speech, Language Processing
Bryan Farris's Morgan Stanley Experience August 2001 - January 2003
Job Owner/Principal Planner at Premier Events of Tampa Bay
Industry Marketing and Advertising
Experience
Premier Events of Tampa Bay September 2010 - Present
GSP Marketing Technologies February 2008 - July 2010
GSP Marketing Technologies May 2007 - December 2007
Raymond James Financial Services April 2003 - March 2007
Morgan Stanley August 2001 - January 2003
University of Central Florida January 1998 - December 1998
The Office of State Representative Victor Crist December 1992 - June 1994
Skills
Training, Management, Analysis, Marketing, Sales, Employee Training, Databases, Quality Assurance
Education
University of Central Florida 1997 — 2000
Master of Arts, Counselor Education
University of Central Florida 1995 — 1997
Bachelor of Arts, Political Science
Gulf High School 1986 — 1989
Premier Events of Tampa Bay September 2010 - Present
GSP Marketing Technologies February 2008 - July 2010
GSP Marketing Technologies May 2007 - December 2007
Raymond James Financial Services April 2003 - March 2007
Morgan Stanley August 2001 - January 2003
University of Central Florida January 1998 - December 1998
The Office of State Representative Victor Crist December 1992 - June 1994
Skills
Training, Management, Analysis, Marketing, Sales, Employee Training, Databases, Quality Assurance
Education
University of Central Florida 1997 — 2000
Master of Arts, Counselor Education
University of Central Florida 1995 — 1997
Bachelor of Arts, Political Science
Gulf High School 1986 — 1989
Kim Ong's Morgan Stanley Experience 2010 - Present
Job Associate
Industry Information Technology and Services
Experience
Morgan Stanley 2010 - Present
Citi 2009 - 2010
Conde Nast Publications 2007 - 2009
JP Morgan Chase 2004 - 2007
Convergys 2001 - 2004
StratoNet 1999 - 2001
Cirent Semiconductor 1998 - 1999
Skills
Servers, Cluster, Windows Server, SDLC, Security, Project Planning, Management, Web Applications, Unix, Software Project..., Technical Architecture, Project Management, Quality Assurance, Cloud Computing, Software Documentation, Microsoft Office, Disaster Recovery, System Deployment
Education
University of Central Florida 1993 — 1998
Bachelor of Science (BSc), Computer Engineering
PJ Community College 1990 — 1993
ADP, ADP
Stamford College PJ 1990 — 1993
ADP, Engineering
Methodist Primary Schoool
Morgan Stanley 2010 - Present
Citi 2009 - 2010
Conde Nast Publications 2007 - 2009
JP Morgan Chase 2004 - 2007
Convergys 2001 - 2004
StratoNet 1999 - 2001
Cirent Semiconductor 1998 - 1999
Skills
Servers, Cluster, Windows Server, SDLC, Security, Project Planning, Management, Web Applications, Unix, Software Project..., Technical Architecture, Project Management, Quality Assurance, Cloud Computing, Software Documentation, Microsoft Office, Disaster Recovery, System Deployment
Education
University of Central Florida 1993 — 1998
Bachelor of Science (BSc), Computer Engineering
PJ Community College 1990 — 1993
ADP, ADP
Stamford College PJ 1990 — 1993
ADP, Engineering
Methodist Primary Schoool
Dan Dreger's Morgan Stanley Experience February 1993 - February 1998
Job Senior Counsel at Aon Hewitt
Industry Outsourcing/Offshoring
Experience
Aon Hewitt June 2005 - Present
Kirkland & Ellis LLP April 2003 - May 2005
Hogan Lovells September 2001 - February 2003
Morgan Stanley February 1993 - February 1998
Skills
General Commercial..., Negotiation, Outsourcing, Licensing, Software Licensing, Technology Transactions, Intellectual Property, Patents, Trademarks, Copyright Law, Trade Secrets, Open Source Software, Data Privacy, Due Diligence, Strategic Alliances, IT Law, Cyberlaw, Consulting, Legal Writing, Legal Research, Joint Ventures, Mergers & Acquisitions, Privacy Law
Education
University of Chicago Law School 1998 — 2001
J.D., Law
University of Illinois at Urbana-Champaign 1991 — 1993
M.S., Aeronautical & Astronautical Engineering
University of Illinois at Urbana-Champaign 1986 — 1990
B.S., Aeronautical & Astronautical Engineering
Aon Hewitt June 2005 - Present
Kirkland & Ellis LLP April 2003 - May 2005
Hogan Lovells September 2001 - February 2003
Morgan Stanley February 1993 - February 1998
Skills
General Commercial..., Negotiation, Outsourcing, Licensing, Software Licensing, Technology Transactions, Intellectual Property, Patents, Trademarks, Copyright Law, Trade Secrets, Open Source Software, Data Privacy, Due Diligence, Strategic Alliances, IT Law, Cyberlaw, Consulting, Legal Writing, Legal Research, Joint Ventures, Mergers & Acquisitions, Privacy Law
Education
University of Chicago Law School 1998 — 2001
J.D., Law
University of Illinois at Urbana-Champaign 1991 — 1993
M.S., Aeronautical & Astronautical Engineering
University of Illinois at Urbana-Champaign 1986 — 1990
B.S., Aeronautical & Astronautical Engineering
Randy Ashton's Morgan Stanley Experience 1989 - 2000
Job CISSP at Self Employed
Industry Information Technology and Services
Experience
Self Employed January 2007 - Present
Alliance Bernstein January 2007 - August 2007
CSC 2003 - 2006
JP Morgan Chase 2000 - 2006
JPMorgan Chase 2000 - 2006
Verizon Enterprise Solutions Group June 2000 - December 2003
Morgan Stanley 1989 - 2000
Education
University of Cincinnati
Self Employed January 2007 - Present
Alliance Bernstein January 2007 - August 2007
CSC 2003 - 2006
JP Morgan Chase 2000 - 2006
JPMorgan Chase 2000 - 2006
Verizon Enterprise Solutions Group June 2000 - December 2003
Morgan Stanley 1989 - 2000
Education
University of Cincinnati
Arslan Ahmed's Morgan Stanley Experience January 2009 - July 2010
Job VP (CIB Tech) at JP Morgan Chase
Industry Computer Software
Experience
JP Morgan Chase July 2010 - Present
Morgan Stanley January 2009 - July 2010
Techlogix September 2005 - December 2008
NESCOM April 2004 - September 2005
University of Central Punjab August 2002 - September 2003
National College of Arts August 2002 - December 2002
Acrologix July 2001 - December 2002
Education
University of Central Punjab 1997 — 2001
BS, CS
JP Morgan Chase July 2010 - Present
Morgan Stanley January 2009 - July 2010
Techlogix September 2005 - December 2008
NESCOM April 2004 - September 2005
University of Central Punjab August 2002 - September 2003
National College of Arts August 2002 - December 2002
Acrologix July 2001 - December 2002
Education
University of Central Punjab 1997 — 2001
BS, CS
William Terrell's Morgan Stanley Experience August 2007 - January 2013
Job Senior Vice President, Global Wealth Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2013 - Present
Morgan Stanley August 2007 - January 2013
UBS Financial Services February 2005 - August 2007
Smith Barney March 1985 - February 2005
Skills
Finance, Retirement Planning, Alternative Investments, Series 7, Asset Allocation, Investments, Financial Modeling, Wealth Management, Securities, Series 63, Series 65, Series 66, Financial Advisory, Financial Analysis, Investment Advisory, Consultation, Uniform Combined State..., Investment Strategies, Wealth Management..., Separately Managed..., 401k Rollovers, Fixed Income, Investment Management, Bonds, IRAs, Retirement, Equities, High Net Worth..., Asset Management, Portfolio Management, 401k, Strategic Financial..., Wealth, Municipal Bonds, Options, Wealth Accumulation, Financial Services, Retirement Plan..., Private Banking, Stocks, Pensions, Saving for Education, Credit, College Savings Plans, Mutual Funds, ETFs, Financial Planning, FINRA, Capital Markets
Education
University of California, Santa Cruz
Merrill Lynch January 2013 - Present
Morgan Stanley August 2007 - January 2013
UBS Financial Services February 2005 - August 2007
Smith Barney March 1985 - February 2005
Skills
Finance, Retirement Planning, Alternative Investments, Series 7, Asset Allocation, Investments, Financial Modeling, Wealth Management, Securities, Series 63, Series 65, Series 66, Financial Advisory, Financial Analysis, Investment Advisory, Consultation, Uniform Combined State..., Investment Strategies, Wealth Management..., Separately Managed..., 401k Rollovers, Fixed Income, Investment Management, Bonds, IRAs, Retirement, Equities, High Net Worth..., Asset Management, Portfolio Management, 401k, Strategic Financial..., Wealth, Municipal Bonds, Options, Wealth Accumulation, Financial Services, Retirement Plan..., Private Banking, Stocks, Pensions, Saving for Education, Credit, College Savings Plans, Mutual Funds, ETFs, Financial Planning, FINRA, Capital Markets
Education
University of California, Santa Cruz
Dustin Bertram's Morgan Stanley Experience April 2014 - Present
Job Investment Banking Consumer & Retail at Morgan Stanley
Industry Banking
Experience
Morgan Stanley April 2014 - Present
Bank of America Merrill Lynch June 2011 - April 2014
Bank of America Merrill Lynch Technology Mergers and Acquisitions June 2010 - August 2010
Bank of America May 2007 - June 2010
Bank of America January 2006 - May 2007
American Express Financial Advisors 2004 - 2006
Skills
Investment Banking, Mergers & Acquisitions, Valuation, Financial Modeling, Financial Analysis, Capital Markets, Portfolio Management, Finance, Mergers, Credit Analysis, Due Diligence, Manage Client..., Project Management, Mentoring, Community Service, Corporate Finance, LBO, Private Equity
Education
University of Chicago 2009 — 2011
MBA, Analytic Finance, Accounting, Strategic Management
University of Central Florida 1999 — 2003
Dual Bachelors of Science, Finance and Accounting with College Honors
Morgan Stanley April 2014 - Present
Bank of America Merrill Lynch June 2011 - April 2014
Bank of America Merrill Lynch Technology Mergers and Acquisitions June 2010 - August 2010
Bank of America May 2007 - June 2010
Bank of America January 2006 - May 2007
American Express Financial Advisors 2004 - 2006
Skills
Investment Banking, Mergers & Acquisitions, Valuation, Financial Modeling, Financial Analysis, Capital Markets, Portfolio Management, Finance, Mergers, Credit Analysis, Due Diligence, Manage Client..., Project Management, Mentoring, Community Service, Corporate Finance, LBO, Private Equity
Education
University of Chicago 2009 — 2011
MBA, Analytic Finance, Accounting, Strategic Management
University of Central Florida 1999 — 2003
Dual Bachelors of Science, Finance and Accounting with College Honors
Beth Rowan's Morgan Stanley Experience September 1990 - January 1995
Job Owner, Third Floor Designs
Industry Apparel & Fashion
Experience
Third Floor Designs OwnerBeth Rowan Financial ServicesJanuary 2000 - January 2006
Morgan Stanley September 1990 - January 1995
Fannie Mae Foundation July 1987 - April 1990
Unum January 1985 - July 1987
Electric Boat October 1979 - December 1984
Education
University of Southern Maine - School of Business 1985 — 1987
Business, Computer Science
University of New Haven 1981 — 1984
Business, Computer Science
University of Colorado Boulder 1978 — 1979
University of Colorado Boulder
Third Floor Designs OwnerBeth Rowan Financial ServicesJanuary 2000 - January 2006
Morgan Stanley September 1990 - January 1995
Fannie Mae Foundation July 1987 - April 1990
Unum January 1985 - July 1987
Electric Boat October 1979 - December 1984
Education
University of Southern Maine - School of Business 1985 — 1987
Business, Computer Science
University of New Haven 1981 — 1984
Business, Computer Science
University of Colorado Boulder 1978 — 1979
University of Colorado Boulder
Fabian Flaque's Morgan Stanley Experience December 2002 - May 2003
Job Trader at Self Employed
Industry Investment Management
Experience
USA Self Employed June 2003 - Present
Morgan Stanley December 2002 - May 2003
Skills
Equities, Trading, Fixed Income, Hedge Funds, Derivatives, Bloomberg, Options, Financial Markets, Trading Systems, Capital Markets, Electronic Trading, Series 7, Equity Trading, Equity Derivatives, Portfolio Management
Education
University of Central Florida - College of Business Administration 2001 — 2003
MBA
University of Florida 1996 — 2000
Bachelor of Science (BS), Finance
USA Self Employed June 2003 - Present
Morgan Stanley December 2002 - May 2003
Skills
Equities, Trading, Fixed Income, Hedge Funds, Derivatives, Bloomberg, Options, Financial Markets, Trading Systems, Capital Markets, Electronic Trading, Series 7, Equity Trading, Equity Derivatives, Portfolio Management
Education
University of Central Florida - College of Business Administration 2001 — 2003
MBA
University of Florida 1996 — 2000
Bachelor of Science (BS), Finance
Jonathan Berger's Morgan Stanley Experience January 2014 - Present
Job Consultant at Accenture
Industry Financial Services
Experience
Accenture July 2015 - Present
Morgan Stanley January 2014 - Present
Morgan Stanley June 2012 - January 2014
Morgan Stanley February 2010 - May 2012
Morgan Stanley Wealth Management May 2009 - July 2009
Skills
Operational Efficiency, Operational Strategy, Operational Control, Operational Risk..., Global Deployment, Financial Analysis, Cost Efficiency, Operational..., Business Analysis, Business Planning, Cost Benefit, Microsoft Excel, Mutual Funds, Trading, Banking, Management, Equities, Financial Services, Fixed Income, Finance, Financial Risk, Investments, Portfolio Management
Education
University of Central Florida 2005 — 2009
Bachelors, Finance, Entrepreneurship
Syracuse University -- Florence 2008 — 2008
Accenture July 2015 - Present
Morgan Stanley January 2014 - Present
Morgan Stanley June 2012 - January 2014
Morgan Stanley February 2010 - May 2012
Morgan Stanley Wealth Management May 2009 - July 2009
Skills
Operational Efficiency, Operational Strategy, Operational Control, Operational Risk..., Global Deployment, Financial Analysis, Cost Efficiency, Operational..., Business Analysis, Business Planning, Cost Benefit, Microsoft Excel, Mutual Funds, Trading, Banking, Management, Equities, Financial Services, Fixed Income, Finance, Financial Risk, Investments, Portfolio Management
Education
University of Central Florida 2005 — 2009
Bachelors, Finance, Entrepreneurship
Syracuse University -- Florence 2008 — 2008
Simon Naylor's Morgan Stanley Experience
Job Executive Director at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley
Skills
Fixed Income, Business Analysis, Derivatives, Equities, Equity Derivatives, Hedge Funds, IT Strategy, Investment Banking, Risk Management, SDLC, Trading Systems, Vendor Management
Education
University of Cambridge 1981 — 1984
MA/BA, Engineering
Morgan Stanley
Skills
Fixed Income, Business Analysis, Derivatives, Equities, Equity Derivatives, Hedge Funds, IT Strategy, Investment Banking, Risk Management, SDLC, Trading Systems, Vendor Management
Education
University of Cambridge 1981 — 1984
MA/BA, Engineering
Matthew E. Meyer, AIFA's Morgan Stanley Experience March 2005 - May 2008
Job Institutional Asset Management and Consulting
Industry Investment Management
Experience
The Newport Group May 2008 - Present
Morgan Stanley March 2005 - May 2008
Charles Schwab March 1999 - February 2005
Morgan Stanley May 1998 - March 1999
The Acacia Group/The Advisors Group May 1996 - May 1998
Education
Center for Fiduciary Studies 2006 — 2006
AIFA, Fiduciary Responsibility
University of Central Florida - College of Business Administration 2002 — 2004
Master of Business Administration (M.B.A.)
University of Central Florida - College of Business Administration 1993 — 1997
BSBA, Finance
The Newport Group May 2008 - Present
Morgan Stanley March 2005 - May 2008
Charles Schwab March 1999 - February 2005
Morgan Stanley May 1998 - March 1999
The Acacia Group/The Advisors Group May 1996 - May 1998
Education
Center for Fiduciary Studies 2006 — 2006
AIFA, Fiduciary Responsibility
University of Central Florida - College of Business Administration 2002 — 2004
Master of Business Administration (M.B.A.)
University of Central Florida - College of Business Administration 1993 — 1997
BSBA, Finance
Dana Sugar's Morgan Stanley Experience October 1997 - November 1999
Job Senior Investment Consultant
Industry Financial Services
Experience
Wilmington Trust October 2008 - July 2015
RogersCasey May 2008 - August 2008
Watson Wyatt June 2000 - March 2008
Morgan Stanley October 1997 - November 1999
Skills
Portfolio Management, Asset Allocation, Pension Funds, Investments, Institutional..., Asset Management, Mutual Funds, Investment Strategies, Investment Advisory, Alternative Investments, Hedge Funds, Investment Advisory..., Investment Management, Pensions, Defined Benefit, Private Equity, ALM, Endowments, ETFs, Retirement Planning, Due Diligence
Education
University of Cincinnati 1993 — 1995
MBA, Business Administration
Vassar College 1989 — 1993
BA, European Culture
Wilmington Trust October 2008 - July 2015
RogersCasey May 2008 - August 2008
Watson Wyatt June 2000 - March 2008
Morgan Stanley October 1997 - November 1999
Skills
Portfolio Management, Asset Allocation, Pension Funds, Investments, Institutional..., Asset Management, Mutual Funds, Investment Strategies, Investment Advisory, Alternative Investments, Hedge Funds, Investment Advisory..., Investment Management, Pensions, Defined Benefit, Private Equity, ALM, Endowments, ETFs, Retirement Planning, Due Diligence
Education
University of Cincinnati 1993 — 1995
MBA, Business Administration
Vassar College 1989 — 1993
BA, European Culture
Jean-Claude Eenshuistra's Morgan Stanley Experience 1999 - 2001
Job Chief Marketing Officer / Partner
Industry Marketing and Advertising
Experience
Vanadium Interactive March 2009 - Present
Atmospheric Media 2005 - Present
Hightower Software 2002 - 2006
Morgan Stanley 1999 - 2001
Chronos Consulting 1991 - 1998
Skills
Advertising, Brand Management, Customer Service, Digital Marketing, Email Marketing, Leadership, Marketing Communications, Marketing, Marketing Strategy, New Business Development, Online Advertising, Online Marketing, Product Marketing, SEM, Sales, Social Media, Social Media Marketing, Team Building, Strategic Partnerships, Strategy, Market Research, E-commerce, Mobile Marketing, Entrepreneurship
Education
IHK Duesseldorf / ISB 1995 — 1997
Professional, Business Administration
Universität zu Köln 1991 — 1995
Business Administration, Management and Operations
Vanadium Interactive March 2009 - Present
Atmospheric Media 2005 - Present
Hightower Software 2002 - 2006
Morgan Stanley 1999 - 2001
Chronos Consulting 1991 - 1998
Skills
Advertising, Brand Management, Customer Service, Digital Marketing, Email Marketing, Leadership, Marketing Communications, Marketing, Marketing Strategy, New Business Development, Online Advertising, Online Marketing, Product Marketing, SEM, Sales, Social Media, Social Media Marketing, Team Building, Strategic Partnerships, Strategy, Market Research, E-commerce, Mobile Marketing, Entrepreneurship
Education
IHK Duesseldorf / ISB 1995 — 1997
Professional, Business Administration
Universität zu Köln 1991 — 1995
Business Administration, Management and Operations
Andrew Rhys Davies's Morgan Stanley Experience September 2009 - March 2010
Job Partner at Allen & Overy
Industry Law Practice
Experience
Allen & Overy May 2007 - Present
Morgan Stanley September 2009 - March 2010
Allen & Overy September 2003 - May 2007
Milbank, Tweed, Hadley & McCloy LLP August 2001 - August 2003
Allen & Overy March 1999 - May 2001
Allen & Overy March 1997 - March 1999
Skills
Litigation, Civil Litigation, Commercial Litigation, Appellate Practice
Education
College of Law, York 1995 — 1996
Postgraduate Diploma in Legal Practice, Law
University of Cambridge 1992 — 1995
Law
Allen & Overy May 2007 - Present
Morgan Stanley September 2009 - March 2010
Allen & Overy September 2003 - May 2007
Milbank, Tweed, Hadley & McCloy LLP August 2001 - August 2003
Allen & Overy March 1999 - May 2001
Allen & Overy March 1997 - March 1999
Skills
Litigation, Civil Litigation, Commercial Litigation, Appellate Practice
Education
College of Law, York 1995 — 1996
Postgraduate Diploma in Legal Practice, Law
University of Cambridge 1992 — 1995
Law
Ryan Houck, PMP's Morgan Stanley Experience February 2006 - July 2006
Job Expert Project Manager at Nike
Industry Information Technology and Services
Experience
Nike January 2011 - Present
Createthe Group April 2010 - January 2011
Burton Snowboards February 2008 - February 2010
ecVision July 2006 - February 2008
Morgan Stanley February 2006 - July 2006
Excelsior Software April 2005 - February 2006
Sears Real Estate April 2002 - April 2005
Aloha World Travel September 2000 - 2002
Skills
CRM, Visio, Project Server, ERP, Microsoft Excel, MS Project, Project Management, Management, Strategic Planning, Project Planning, Team Building, SAP, Supply Chain, Business Process..., Business Process, Supply Chain Management, Business Intelligence, EDI, E-commerce, Program Management, Process Improvement, Cross-functional Team..., Leadership, Vendor Management, Microsoft Project, PMP
Education
University of Colorado Boulder 1998 — 2002
Information Systems, Information Systems
University of Colorado Boulder
Information Technology
Nike January 2011 - Present
Createthe Group April 2010 - January 2011
Burton Snowboards February 2008 - February 2010
ecVision July 2006 - February 2008
Morgan Stanley February 2006 - July 2006
Excelsior Software April 2005 - February 2006
Sears Real Estate April 2002 - April 2005
Aloha World Travel September 2000 - 2002
Skills
CRM, Visio, Project Server, ERP, Microsoft Excel, MS Project, Project Management, Management, Strategic Planning, Project Planning, Team Building, SAP, Supply Chain, Business Process..., Business Process, Supply Chain Management, Business Intelligence, EDI, E-commerce, Program Management, Process Improvement, Cross-functional Team..., Leadership, Vendor Management, Microsoft Project, PMP
Education
University of Colorado Boulder 1998 — 2002
Information Systems, Information Systems
University of Colorado Boulder
Information Technology
Nicholas White's Morgan Stanley Experience August 2007 - December 2008
Job Forward Deployed Engineer at Palantir Technologies
Industry Computer Software
Experience
Palantir Technologies October 2012 - Present
Goldman Sachs January 2011 - September 2012
Markit January 2009 - December 2010
Morgan Stanley August 2007 - December 2008
Morgan Stanley June 2006 - September 2006
Skills
Trading Systems, Derivatives, Fixed Income, Equities, Investment Banking, Equity Derivatives, Market Data, Electronic Trading, Java, Low Latency, Quantitative Finance, FX Options, Spring, SQL, Interest Rate..., Trading
Education
University of Cambridge 2004 — 2007
2:1, Computer Science
Palantir Technologies October 2012 - Present
Goldman Sachs January 2011 - September 2012
Markit January 2009 - December 2010
Morgan Stanley August 2007 - December 2008
Morgan Stanley June 2006 - September 2006
Skills
Trading Systems, Derivatives, Fixed Income, Equities, Investment Banking, Equity Derivatives, Market Data, Electronic Trading, Java, Low Latency, Quantitative Finance, FX Options, Spring, SQL, Interest Rate..., Trading
Education
University of Cambridge 2004 — 2007
2:1, Computer Science
SURESH KILARI's Morgan Stanley Experience November 2011 - January 2013
Job Sr BO Consultant at Capgemini
Industry Information Technology and Services
Experience
Capgemini January 2013 - Present
Morgan Stanley November 2011 - January 2013
Healthways October 2008 - November 2011
AT&T Mobility August 2007 - September 2008
Skills
Business Intelligence, Visio, Data Modeling, Requirements Analysis, Microstrategy, ETL, SDLC, Business Analysis, Business Objects, PL/SQL, Data Warehousing
Education
University of Cincinnati
MS, Mechanical Engineering
Capgemini January 2013 - Present
Morgan Stanley November 2011 - January 2013
Healthways October 2008 - November 2011
AT&T Mobility August 2007 - September 2008
Skills
Business Intelligence, Visio, Data Modeling, Requirements Analysis, Microstrategy, ETL, SDLC, Business Analysis, Business Objects, PL/SQL, Data Warehousing
Education
University of Cincinnati
MS, Mechanical Engineering
Natalie Faye Smith's Morgan Stanley Experience June 2008 - September 2012
Job Business Development Director at CommonWealth Opportunity Capital
Industry Financial Services
Experience
CommonWealth Opportunity Capital September 2012 - Present
Morgan Stanley June 2008 - September 2012
Morgan Stanley 2008 - 2008
HSBC June 2007 - September 2007
Sky News June 2006 - June 2007
Goldman Sachs April 2006 - May 2006
BBC November 2005 - April 2006
Skills
Hedge Funds, Investment Management, Investment Strategies, Securities, Derivatives
Education
University of Cambridge 2006 — 2009
Land Economy, Law, Economics, Environment, Finance
Durham
CommonWealth Opportunity Capital September 2012 - Present
Morgan Stanley June 2008 - September 2012
Morgan Stanley 2008 - 2008
HSBC June 2007 - September 2007
Sky News June 2006 - June 2007
Goldman Sachs April 2006 - May 2006
BBC November 2005 - April 2006
Skills
Hedge Funds, Investment Management, Investment Strategies, Securities, Derivatives
Education
University of Cambridge 2006 — 2009
Land Economy, Law, Economics, Environment, Finance
Durham
Tim Poyer's Morgan Stanley Experience June 2000 - January 2004
Job Credit Risk Officer at Barclays Wealth & Investment Management
Industry Financial Services
Experience
Barclays Wealth & Investment Management Americas August 2010 - Present
Deutsche Bank Asset Management April 2010 - August 2010
Wells Fargo Advisors January 2004 - November 2009
Morgan Stanley June 2000 - January 2004
Skills
Financial Services, Fixed Income, Equities, Financial Analysis, Risk Management, Securities, Asset Management, Investments, Microsoft Office, Finance, Credit, Management, Investment Banking, Financial Risk, Credit Risk, Portfolio Management, Relationship Management, Loans
Education
University of Central Florida 1996 — 2000
BACHELOR OF SCIENCE, BUSINESS ADMINISTRATION; Finance
Barclays Wealth & Investment Management Americas August 2010 - Present
Deutsche Bank Asset Management April 2010 - August 2010
Wells Fargo Advisors January 2004 - November 2009
Morgan Stanley June 2000 - January 2004
Skills
Financial Services, Fixed Income, Equities, Financial Analysis, Risk Management, Securities, Asset Management, Investments, Microsoft Office, Finance, Credit, Management, Investment Banking, Financial Risk, Credit Risk, Portfolio Management, Relationship Management, Loans
Education
University of Central Florida 1996 — 2000
BACHELOR OF SCIENCE, BUSINESS ADMINISTRATION; Finance
Demet Dalkiran Roberts, CFA's Morgan Stanley Experience June 2000 - April 2001
Job Securitization Manager at Wyndham Worldwide
Industry Leisure, Travel & Tourism
Experience
Wyndham Worldwide May 2006 - Present
Sears Home Improvement Products February 2005 - May 2006
University of Central Florida August 2001 - September 2004
Morgan Stanley June 2000 - April 2001
Charles Schwab March 1999 - January 2000
Walt Disney World May 1998 - March 1999
Skills
Securitization, Structured Finance, ABS, Financial Modeling, Financial Reporting, Investments, Teaching, Investor Relations, Portfolio Management, Due Diligence, Mergers, Team Building, Mergers & Acquisitions, Forecasting, Financial Analysis, Budgets, Finance, Management, Analysis, Leadership, Corporate Finance, Valuation, Process Improvement
Education
University of Central Florida - College of Business Administration 1997 — 1998
Master of Business Administration (M.B.A.), Specialization in Finance
University of Central Florida 1994 — 1996
Bachelor's Degree, Business Administration and Management, General
Wyndham Worldwide May 2006 - Present
Sears Home Improvement Products February 2005 - May 2006
University of Central Florida August 2001 - September 2004
Morgan Stanley June 2000 - April 2001
Charles Schwab March 1999 - January 2000
Walt Disney World May 1998 - March 1999
Skills
Securitization, Structured Finance, ABS, Financial Modeling, Financial Reporting, Investments, Teaching, Investor Relations, Portfolio Management, Due Diligence, Mergers, Team Building, Mergers & Acquisitions, Forecasting, Financial Analysis, Budgets, Finance, Management, Analysis, Leadership, Corporate Finance, Valuation, Process Improvement
Education
University of Central Florida - College of Business Administration 1997 — 1998
Master of Business Administration (M.B.A.), Specialization in Finance
University of Central Florida 1994 — 1996
Bachelor's Degree, Business Administration and Management, General
James Ferrara's Morgan Stanley Experience September 2005 - September 2006
Job
Industry Financial Services
Experience
EMD Millipore September 2012 - September 2013
EMD Millipore October 2011 - September 2012
Virtua Research May 2007 - October 2011
Morgan Stanley September 2005 - September 2006
Tapestry Pharmaceuticals January 2001 - August 2003
Education
University of Colorado Boulder - Leeds School of Business 2003 — 2005
MBA
University of Colorado Boulder 1996 — 2000
BA
EMD Millipore September 2012 - September 2013
EMD Millipore October 2011 - September 2012
Virtua Research May 2007 - October 2011
Morgan Stanley September 2005 - September 2006
Tapestry Pharmaceuticals January 2001 - August 2003
Education
University of Colorado Boulder - Leeds School of Business 2003 — 2005
MBA
University of Colorado Boulder 1996 — 2000
BA
Brian Genninger's Morgan Stanley Experience February 2010 - Present
Job Securities Broker at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2010 - Present
E*TRADE Financial September 2006 - June 2009
Brown Co October 2005 - September 2006
Chase March 2004 - July 2005
Sprint Nextel August 2001 - June 2003
Skills
Series 7, Series 63, Series 65, Wealth Management, Retirement Planning, Portfolio Management, Investments, Securities, Securities Taxation, Equities, Equity Trading, Fixed Income, Options, Index Options, Complex Option..., Mutual Funds, Uniform Combined State..., Microsoft Office, Windows 7
Education
University of Central Florida 2000 — 2001
Lakeland Senior High School 1997 — 2000
Mathematics
Morgan Stanley February 2010 - Present
E*TRADE Financial September 2006 - June 2009
Brown Co October 2005 - September 2006
Chase March 2004 - July 2005
Sprint Nextel August 2001 - June 2003
Skills
Series 7, Series 63, Series 65, Wealth Management, Retirement Planning, Portfolio Management, Investments, Securities, Securities Taxation, Equities, Equity Trading, Fixed Income, Options, Index Options, Complex Option..., Mutual Funds, Uniform Combined State..., Microsoft Office, Windows 7
Education
University of Central Florida 2000 — 2001
Lakeland Senior High School 1997 — 2000
Mathematics
Thomas Banks's Morgan Stanley Experience 2001 - May 2006
Job Senior Analyst at Silver Point Capital
Industry Investment Management
Experience
Silver Point Capital May 2006 - Present
Morgan Stanley 2001 - May 2006
Skills
Private Equity, Asset Management, Due Diligence, Investments, Alternative Investments, Equities, Valuation, Capital Markets, Financial Modeling, Portfolio Management, Bonds, Hedge Funds, Investment Banking, Fixed Income, Corporate Finance, LBO, Leveraged Finance, Bloomberg
Education
University of Chicago Law School 1998 — 2001
Juris Doctor (J.D.)
University of Florida 1990 — 1994
Bachelor's Degree, Finance
Silver Point Capital May 2006 - Present
Morgan Stanley 2001 - May 2006
Skills
Private Equity, Asset Management, Due Diligence, Investments, Alternative Investments, Equities, Valuation, Capital Markets, Financial Modeling, Portfolio Management, Bonds, Hedge Funds, Investment Banking, Fixed Income, Corporate Finance, LBO, Leveraged Finance, Bloomberg
Education
University of Chicago Law School 1998 — 2001
Juris Doctor (J.D.)
University of Florida 1990 — 1994
Bachelor's Degree, Finance
Melissa Dawson Spiegel's Morgan Stanley Experience January 2004 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2004 - Present
Cravath, Swaine & Moore LLP 1999 - 2004
Comerica 1994 - 1997
Skills
Dodd-Frank, Securities, Securities Regulation, Private Equity, Private Placements, IPO, Fixed Income, Bonds, Mergers, High Yield, Corporate Governance, Securitization
Education
University of Chicago Law School
JD
Wayne State University
BA, Finance
Morgan Stanley January 2004 - Present
Cravath, Swaine & Moore LLP 1999 - 2004
Comerica 1994 - 1997
Skills
Dodd-Frank, Securities, Securities Regulation, Private Equity, Private Placements, IPO, Fixed Income, Bonds, Mergers, High Yield, Corporate Governance, Securitization
Education
University of Chicago Law School
JD
Wayne State University
BA, Finance
Vijay Sundaram's Morgan Stanley Experience 1996 - 1999
Job Managing Director at UBS
Industry Financial Services
Experience
UBS 2002 - Present
Merrill Lynch 1999 - 2002
Morgan Stanley 1996 - 1999
Banker Trust 1993 - 1996
Skills
Equities, Hedge Funds, Fixed Income, Derivatives, Capital Markets, Trading, Investment Banking, Alternative Investments, Asset Management, Financial Risk
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Finance, Operations, Marketing, General Management
University of Cambridge 1985 — 1988
MA, BA (Hons)., Engineering, First Class Honours Degree
UBS 2002 - Present
Merrill Lynch 1999 - 2002
Morgan Stanley 1996 - 1999
Banker Trust 1993 - 1996
Skills
Equities, Hedge Funds, Fixed Income, Derivatives, Capital Markets, Trading, Investment Banking, Alternative Investments, Asset Management, Financial Risk
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Finance, Operations, Marketing, General Management
University of Cambridge 1985 — 1988
MA, BA (Hons)., Engineering, First Class Honours Degree
Viktor Misko, CFP®'s Morgan Stanley Experience February 2006 - April 2007
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2011 - Present
Fidelity Investments August 2010 - July 2011
Merrill Lynch April 2007 - August 2010
Morgan Stanley February 2006 - April 2007
Zartek October 2005 - February 2006
Freedom systems July 2003 - October 2005
Roxy Entertainment Complex December 1998 - April 2002
Education
University of Central Florida 1996 — 1999
BS
BS
Fidelity Investments July 2011 - Present
Fidelity Investments August 2010 - July 2011
Merrill Lynch April 2007 - August 2010
Morgan Stanley February 2006 - April 2007
Zartek October 2005 - February 2006
Freedom systems July 2003 - October 2005
Roxy Entertainment Complex December 1998 - April 2002
Education
University of Central Florida 1996 — 1999
BS
BS
Audrey Hamm's Morgan Stanley Experience July 2011 - Present
Job Event Planner, Morgan Stanley
Industry Events Services
Experience
Morgan Stanley July 2011 - Present
The Hired Guns 2010 - August 2011
Metro Orlando EDC December 2007 - June 2009
Cystic Fibrosis Foundation November 2007 - March 2008
Improv Comedy Club & Theatre 2005 - 2007
Skills
Event Planning, Advertising, Public Relations, Marketing Communications, Event Management, Marketing, Press Releases, Corporate Events, Fundraising, Trade Shows, Leadership, Social Networking, Social Media Marketing
Education
University of Central Florida 2004 — 2009
Advertising/Public Relations, Marketing
Countryside Highschool 2000 — 2004
Morgan Stanley July 2011 - Present
The Hired Guns 2010 - August 2011
Metro Orlando EDC December 2007 - June 2009
Cystic Fibrosis Foundation November 2007 - March 2008
Improv Comedy Club & Theatre 2005 - 2007
Skills
Event Planning, Advertising, Public Relations, Marketing Communications, Event Management, Marketing, Press Releases, Corporate Events, Fundraising, Trade Shows, Leadership, Social Networking, Social Media Marketing
Education
University of Central Florida 2004 — 2009
Advertising/Public Relations, Marketing
Countryside Highschool 2000 — 2004
Eric Leister's Morgan Stanley Experience December 2008 - Present
Job Senior Vice President Private Wealth Management at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 2008 - Present
Citi Family Office October 2002 - December 2008
Education
University of Central Florida - College of Business Administration 1994 — 1999
Finance, Economics, Strategic Management
Morgan Stanley December 2008 - Present
Citi Family Office October 2002 - December 2008
Education
University of Central Florida - College of Business Administration 1994 — 1999
Finance, Economics, Strategic Management
Emma Ahrens's Morgan Stanley Experience October 2012 - Present
Job Vice President at Morgan Stanley
Industry Law Practice
Experience
Morgan Stanley October 2012 - Present
Davis Polk & Wardwell LLP November 2008 - September 2012
University of Cape Town January 2008 - September 2008
Skills
Corporate Law, Legal Research, Corporate Governance, Legal Writing, Securities Regulation, Mergers & Acquisitions, Joint Ventures, Legal Advice, Private Equity, Tax, Securities, Corporate Finance
Education
University of Cape Town 2005 — 2007
LLB, Bachelor of Laws, Magna Cum Laude
University of Cape Town 2002 — 2004
Bachelor of Science, Human Biosciences, Distinction
Morgan Stanley October 2012 - Present
Davis Polk & Wardwell LLP November 2008 - September 2012
University of Cape Town January 2008 - September 2008
Skills
Corporate Law, Legal Research, Corporate Governance, Legal Writing, Securities Regulation, Mergers & Acquisitions, Joint Ventures, Legal Advice, Private Equity, Tax, Securities, Corporate Finance
Education
University of Cape Town 2005 — 2007
LLB, Bachelor of Laws, Magna Cum Laude
University of Cape Town 2002 — 2004
Bachelor of Science, Human Biosciences, Distinction
Jackie Tung's Morgan Stanley Experience November 2008 - October 2010
Job Senior DevOps Engineer
Industry Computer Software
Experience
Pure Storage June 2015 - Present
Goldman Sachs December 2010 - June 2015
Morgan Stanley November 2008 - October 2010
Morgan Stanley August 2006 - October 2008
Skills
Trading Systems, Equity Derivatives, Options, Equities, Market Data, Perl, Unix, C++, Java, Trading System, Sybase, Hedging, Process Automation, SQL, Electronic Trading, Shell Scripting, Proprietary Trading, Low Latency, CGI, Futures, Python, Linux, Software Development, Algorithms, Git, Vagrant, JavaScript, Jenkins, CVS, Nagios, Ruby, Puppet
Education
University of Cambridge 2003 — 2006
BA, Computer Science
Kent college
Pure Storage June 2015 - Present
Goldman Sachs December 2010 - June 2015
Morgan Stanley November 2008 - October 2010
Morgan Stanley August 2006 - October 2008
Skills
Trading Systems, Equity Derivatives, Options, Equities, Market Data, Perl, Unix, C++, Java, Trading System, Sybase, Hedging, Process Automation, SQL, Electronic Trading, Shell Scripting, Proprietary Trading, Low Latency, CGI, Futures, Python, Linux, Software Development, Algorithms, Git, Vagrant, JavaScript, Jenkins, CVS, Nagios, Ruby, Puppet
Education
University of Cambridge 2003 — 2006
BA, Computer Science
Kent college
Thomas Lasky's Morgan Stanley Experience May 2000 - January 2003
Job Finance Manager at Johnson & Johnson Enterprise Supply Chain
Industry Pharmaceuticals
Experience
Johnson & Johnson June 2013 - Present
Johnson & Johnson October 2010 - May 2013
McNeil Consumer & Specialty Pharmaceuticals March 2007 - September 2010
Centocor Research and Devlopment January 2004 - March 2007
Johnson & Johnson Pharmaceutical Research and Development January 2003 - January 2004
Morgan Stanley May 2000 - January 2003
Skills
Financial Modeling, Forecasting, Finance, Financial Analysis, Process Improvement
Education
Villanova University 1996 — 2000
BS, Accounting
Cambridge University 1999 — 1999
Johnson & Johnson June 2013 - Present
Johnson & Johnson October 2010 - May 2013
McNeil Consumer & Specialty Pharmaceuticals March 2007 - September 2010
Centocor Research and Devlopment January 2004 - March 2007
Johnson & Johnson Pharmaceutical Research and Development January 2003 - January 2004
Morgan Stanley May 2000 - January 2003
Skills
Financial Modeling, Forecasting, Finance, Financial Analysis, Process Improvement
Education
Villanova University 1996 — 2000
BS, Accounting
Cambridge University 1999 — 1999
Ayesha Patel's Morgan Stanley Experience December 2013 - Present
Job Client Representative at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 2013 - Present
Morgan Stanley July 2012 - December 2013
Morgan Stanley July 2011 - June 2012
Skills
Customer Service, Retail, Risk Management, Prime Brokerage, Microsoft Excel, Settlement, Derivatives, Equities, Financial Modeling, Financial Services, Fixed Income, Management, Microsoft Office, Trading, Investments, Bloomberg
Education
University of Central Florida 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Tarpon Springs High School 2003 — 2007
Morgan Stanley December 2013 - Present
Morgan Stanley July 2012 - December 2013
Morgan Stanley July 2011 - June 2012
Skills
Customer Service, Retail, Risk Management, Prime Brokerage, Microsoft Excel, Settlement, Derivatives, Equities, Financial Modeling, Financial Services, Fixed Income, Management, Microsoft Office, Trading, Investments, Bloomberg
Education
University of Central Florida 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Tarpon Springs High School 2003 — 2007
James Houlton's Morgan Stanley Experience July 2006 - August 2007
Job Independent Investment Management Professional
Industry Investment Management
Experience
Houlton Investments July 2008 - Present
Morgan Keegan & Company September 2007 - June 2008
Morgan Stanley July 2006 - August 2007
Houlton Investments September 2002 - June 2006
Veredus Asset Management July 2001 - August 2002
Strong Capital Management January 2000 - June 2001
Strong Capital Management January 2000 - June 2001
Strong Capital Management January 1996 - December 1999
Strong Capital Management July 1994 - December 1999
Kemper Financial Services June 1990 - June 1994
Skills
Equities, Series 7, Portfolio Management, Mutual Funds, Investments, Alternative Investments, Hedge Funds, Equity Research, Trading, ETFs, Financial Services, Finance, Strategy, FINRA
Education
University of Cincinnati College of Business 1985 — 1988
M.B.A., Finance and Management, 3.7
University of Cincinnati 1977 — 1983
Bachelor of Arts (B.A.), Economics, 3.2
Houlton Investments July 2008 - Present
Morgan Keegan & Company September 2007 - June 2008
Morgan Stanley July 2006 - August 2007
Houlton Investments September 2002 - June 2006
Veredus Asset Management July 2001 - August 2002
Strong Capital Management January 2000 - June 2001
Strong Capital Management January 2000 - June 2001
Strong Capital Management January 1996 - December 1999
Strong Capital Management July 1994 - December 1999
Kemper Financial Services June 1990 - June 1994
Skills
Equities, Series 7, Portfolio Management, Mutual Funds, Investments, Alternative Investments, Hedge Funds, Equity Research, Trading, ETFs, Financial Services, Finance, Strategy, FINRA
Education
University of Cincinnati College of Business 1985 — 1988
M.B.A., Finance and Management, 3.7
University of Cincinnati 1977 — 1983
Bachelor of Arts (B.A.), Economics, 3.2
Anthony Nehme's Morgan Stanley Experience May 2001 - February 2005
Job Senior QA at DTCC
Industry Financial Services
Experience
The Depository Trust & Clearing Corporation May 2013 - Present
Nomura August 2010 - October 2012
Advent Software June 2008 - November 2009
UBS Investment Bank March 2006 - May 2008
DST International February 2005 - March 2006
Morgan Stanley May 2001 - February 2005
Terra Lycos July 1999 - May 2001
Deutsche Bank April 1999 - July 1999
Fidelity Investments June 1994 - April 1999
Skills
Custom UI Automation..., QuickTest Pro, SilkTest, Test life cycle
Education
University of Central Florida - College of Business Administration
MBA, Finance
University of Florida
ISE, System Engineering
The Depository Trust & Clearing Corporation May 2013 - Present
Nomura August 2010 - October 2012
Advent Software June 2008 - November 2009
UBS Investment Bank March 2006 - May 2008
DST International February 2005 - March 2006
Morgan Stanley May 2001 - February 2005
Terra Lycos July 1999 - May 2001
Deutsche Bank April 1999 - July 1999
Fidelity Investments June 1994 - April 1999
Skills
Custom UI Automation..., QuickTest Pro, SilkTest, Test life cycle
Education
University of Central Florida - College of Business Administration
MBA, Finance
University of Florida
ISE, System Engineering
Nicole Breitenstein's Morgan Stanley Experience May 2004 - June 2006
Job Assistant Director, Individual Annuity Administration at Ohio National Financial Services
Industry Financial Services
Experience
Ohio National Financial Services May 2015 - Present
Ohio National Financial Services April 2014 - April 2015
Ohio National Financial Services June 2011 - April 2014
Ohio National Financial Services June 2006 - June 2011
Morgan Stanley May 2004 - June 2006
Skills
Mutual Funds, Finance, Retirement Planning, Series 6, Investments, Variable Annuities, Fixed Annuities, Sales
Education
University of Cincinnati College of Business 2013 — 2014
Master of Business Administration (MBA)
University of Kentucky
BBA, Marketing, Management
Ohio National Financial Services May 2015 - Present
Ohio National Financial Services April 2014 - April 2015
Ohio National Financial Services June 2011 - April 2014
Ohio National Financial Services June 2006 - June 2011
Morgan Stanley May 2004 - June 2006
Skills
Mutual Funds, Finance, Retirement Planning, Series 6, Investments, Variable Annuities, Fixed Annuities, Sales
Education
University of Cincinnati College of Business 2013 — 2014
Master of Business Administration (MBA)
University of Kentucky
BBA, Marketing, Management
Yong Zhu's Morgan Stanley Experience June 2013 - Present
Job Associate
Industry Computer Software
Experience
Morgan Stanley June 2013 - Present
Bloomberg LP August 2012 - May 2013
FJA Finansys inc January 2008 - August 2012
UBS Wealth Management 2005 - 2008
AT&T 2000 - 2005
Skills
SDLC, SQL, Agile Methodologies, Java, XML, Unix, Software Development, Business Analysis, Requirements Analysis, Oracle, Databases, Software Project..., Java Enterprise Edition, JavaScript, Spring, Sybase, Scrum
Education
University of Central Florida 1998 — 2000
MS
Morgan Stanley June 2013 - Present
Bloomberg LP August 2012 - May 2013
FJA Finansys inc January 2008 - August 2012
UBS Wealth Management 2005 - 2008
AT&T 2000 - 2005
Skills
SDLC, SQL, Agile Methodologies, Java, XML, Unix, Software Development, Business Analysis, Requirements Analysis, Oracle, Databases, Software Project..., Java Enterprise Edition, JavaScript, Spring, Sybase, Scrum
Education
University of Central Florida 1998 — 2000
MS
Mitchell Orapello's Morgan Stanley Experience August 2011 - August 2012
Job Commercial Banker
Industry Financial Services
Experience
Florida Community Bank May 2014 - Present
Wells Fargo Advisors August 2012 - May 2014
Morgan Stanley August 2011 - August 2012
Pelican Sales August 2010 - August 2011
SunTrust Bank January 2008 - September 2010
Bank of America December 2005 - December 2007
Skills
Finance, Investments, Management, Banking, Portfolio Management, Loans, Team Building, Financial Analysis, Credit, Financial Services, Commercial Banking, Credit Analysis, Small Business, Relationship Management, Risk Management, Loan Origination, Commercial Lending, Retail Banking, Strategic Planning
Education
University of Central Florida
Florida Community Bank May 2014 - Present
Wells Fargo Advisors August 2012 - May 2014
Morgan Stanley August 2011 - August 2012
Pelican Sales August 2010 - August 2011
SunTrust Bank January 2008 - September 2010
Bank of America December 2005 - December 2007
Skills
Finance, Investments, Management, Banking, Portfolio Management, Loans, Team Building, Financial Analysis, Credit, Financial Services, Commercial Banking, Credit Analysis, Small Business, Relationship Management, Risk Management, Loan Origination, Commercial Lending, Retail Banking, Strategic Planning
Education
University of Central Florida
Alex Fishbein's Morgan Stanley Experience 2003 - 2007
Job Portfolio Manager at Millennium
Industry Financial Services
Experience
Millennium Partners November 2011 - Present
Citi Capital Advisors April 2007 - October 2011
Morgan Stanley 2003 - 2007
UBS/PaineWebber 1994 - 2003
Kidder Peabody 1993 - 1994
Education
University of Colorado at Boulder
Millennium Partners November 2011 - Present
Citi Capital Advisors April 2007 - October 2011
Morgan Stanley 2003 - 2007
UBS/PaineWebber 1994 - 2003
Kidder Peabody 1993 - 1994
Education
University of Colorado at Boulder
Steve Meinig's Morgan Stanley Experience June 1997 - July 1999
Job Regional Sales Leader
Industry Consumer Goods
Experience
Unilever May 2014 - Present
Unilever April 2007 - Present
Darden Restaurants August 2003 - April 2007
Morgan Stanley June 1997 - July 1999
Skills
Project Planning, Project Implementation, Excel, Forecasting, Financial Analysis, Managerial Experience, Financial Reporting, Sales Support, Cross-functional Team..., Consumer Products, P, Analysis, Sales, Leadership, Strategic Planning
Education
University of Central Florida 1993 — 1997
BS, Finance
Unilever May 2014 - Present
Unilever April 2007 - Present
Darden Restaurants August 2003 - April 2007
Morgan Stanley June 1997 - July 1999
Skills
Project Planning, Project Implementation, Excel, Forecasting, Financial Analysis, Managerial Experience, Financial Reporting, Sales Support, Cross-functional Team..., Consumer Products, P, Analysis, Sales, Leadership, Strategic Planning
Education
University of Central Florida 1993 — 1997
BS, Finance
Pawan Passi's Morgan Stanley Experience June 2004 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2004 - Present
Skills
Capital Markets, Equities, Investment Banking, Hedge Funds, Valuation
Education
University of Cambridge 2001 — 2004
MA, Economics
Manchester Grammar School 1994 — 2001
Morgan Stanley June 2004 - Present
Skills
Capital Markets, Equities, Investment Banking, Hedge Funds, Valuation
Education
University of Cambridge 2001 — 2004
MA, Economics
Manchester Grammar School 1994 — 2001
Florian Gruessing's Morgan Stanley Experience July 2010 - December 2012
Job Investment Analyst at Coatue Management
Industry Financial Services
Experience
Coatue Management October 2014 - Present
KKR January 2013 - July 2014
Morgan Stanley July 2010 - December 2012
Education
University of Cambridge 2007 — 2010
PhD, Molecular Biology
University of Cambridge 2004 — 2007
BA (Hons), Natural Sciences
Coatue Management October 2014 - Present
KKR January 2013 - July 2014
Morgan Stanley July 2010 - December 2012
Education
University of Cambridge 2007 — 2010
PhD, Molecular Biology
University of Cambridge 2004 — 2007
BA (Hons), Natural Sciences
Carlo Acenas's Morgan Stanley Experience May 2006 - August 2008
Job Associate Product Marketing Manager
Industry Marketing and Advertising
Experience
Google May 2015 - Present
Google July 2013 - April 2015
Carlo Acenas Photography August 2011 - July 2013
ONE/x January 2013 - April 2013
Tandem Stills + Motion May 2012 - December 2012
USC Marshall Office of Executive Education October 2011 - July 2012
The Daily Trojan August 2011 - April 2012
YMCA June 2011 - August 2011
Morgan Stanley May 2006 - August 2008
Skills
Photoshop, Social Media Marketing, Microsoft Excel, Photography, Google Adwords, Digital Asset Management, Blogging, Market Research, Digital Media, Magazines, Publishing, Marketing
Education
University of Southern California 2009 — 2013
B.A., Economics
University of Cambridge 2012 — 2012
International Summer Programme, Archaeology
Google May 2015 - Present
Google July 2013 - April 2015
Carlo Acenas Photography August 2011 - July 2013
ONE/x January 2013 - April 2013
Tandem Stills + Motion May 2012 - December 2012
USC Marshall Office of Executive Education October 2011 - July 2012
The Daily Trojan August 2011 - April 2012
YMCA June 2011 - August 2011
Morgan Stanley May 2006 - August 2008
Skills
Photoshop, Social Media Marketing, Microsoft Excel, Photography, Google Adwords, Digital Asset Management, Blogging, Market Research, Digital Media, Magazines, Publishing, Marketing
Education
University of Southern California 2009 — 2013
B.A., Economics
University of Cambridge 2012 — 2012
International Summer Programme, Archaeology
Victoria T. Wong's Morgan Stanley Experience January 1995 - January 2013
Job Analyst and Senior Paralegal BrokerDealer and Investment Management
Industry Financial Services
Experience
MUFG Union Bank, N.A. May 2013 - Present
Morgan Stanley January 1995 - January 2013
PRUDENTIAL SECURITIES, INC September 1992 - December 1994
Skills
Westlaw, Document Review, Securities Regulation, Securities Litigation, Risk Management, Legal Compliance, Broker-Dealer, FINRA, Litigation, Dispute Resolution, Securities, Series 7, Arbitration, AML, Corporate Governance, Legal Writing, Anti Money Laundering
Education
University of California, Santa Cruz
University of San Francisco, Paralegal Certificate
MUFG Union Bank, N.A. May 2013 - Present
Morgan Stanley January 1995 - January 2013
PRUDENTIAL SECURITIES, INC September 1992 - December 1994
Skills
Westlaw, Document Review, Securities Regulation, Securities Litigation, Risk Management, Legal Compliance, Broker-Dealer, FINRA, Litigation, Dispute Resolution, Securities, Series 7, Arbitration, AML, Corporate Governance, Legal Writing, Anti Money Laundering
Education
University of California, Santa Cruz
University of San Francisco, Paralegal Certificate
Andy Chien's Morgan Stanley Experience February 2008 - June 2012
Job Managing Principal at Bridge33 Capital LLC
Industry Real Estate
Experience
Bridge33 Capital LLC July 2012 - Present
Morgan Stanley February 2008 - June 2012
Morgan Stanley October 2007 - February 2008
Education
University of Chicago - The Pritzker School of Medicine 2001 — 2005
M.D., Medicine
University of Chicago 1996 — 2000
B.A., Biological Sciences
Bridge33 Capital LLC July 2012 - Present
Morgan Stanley February 2008 - June 2012
Morgan Stanley October 2007 - February 2008
Education
University of Chicago - The Pritzker School of Medicine 2001 — 2005
M.D., Medicine
University of Chicago 1996 — 2000
B.A., Biological Sciences
Peter Evangelista's Morgan Stanley Experience February 2014 - Present
Job Experienced Operations Analyst
Industry Financial Services
Experience
Morgan Stanley February 2014 - Present
Brown & Brown April 2013 - October 2013
Target June 2012 - March 2013
UCF Alumni Association January 2012 - May 2012
UCF SGA January 2011 - October 2011
Organizing for America August 2009 - December 2009
Skills
Social Media, Risk Management, Public Speaking, Team Leadership, Project Execution, Leadership Development, Event Management, Microsoft Office, Writing, Research, Event Planning, Fundraising, Project Management, Social Media Marketing, Facebook, Non-profits, Sales, Marketing Strategy, Nonprofits, Press Releases, Team Building, Management, Training, Leadership, Customer Service, PowerPoint, Marketing, Community Development, Microsoft Word, Microsoft Excel, Copywriting
Education
University of Central Florida 2008 — 2013
Interdisciplinary Studies, Psychology, Marketing, Mass Communications
Morgan Stanley February 2014 - Present
Brown & Brown April 2013 - October 2013
Target June 2012 - March 2013
UCF Alumni Association January 2012 - May 2012
UCF SGA January 2011 - October 2011
Organizing for America August 2009 - December 2009
Skills
Social Media, Risk Management, Public Speaking, Team Leadership, Project Execution, Leadership Development, Event Management, Microsoft Office, Writing, Research, Event Planning, Fundraising, Project Management, Social Media Marketing, Facebook, Non-profits, Sales, Marketing Strategy, Nonprofits, Press Releases, Team Building, Management, Training, Leadership, Customer Service, PowerPoint, Marketing, Community Development, Microsoft Word, Microsoft Excel, Copywriting
Education
University of Central Florida 2008 — 2013
Interdisciplinary Studies, Psychology, Marketing, Mass Communications
Christine Amoah's Morgan Stanley Experience September 1997 - March 2009
Job Broker Assistane at CRC Insurance Services, Inc.
Industry Banking
Experience
CRC Insurance Services, Inc. August 2012 - Present
Coralia Leets Jewelry Design November 2011 - April 2012
Morgan Stanley September 1997 - March 2009
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership
Education
University of Central Florida 2014 — 2017
Bachelor of Applied Science (BASc), Criminalistics and Criminal Science
Valencia Community College 2011 — 2013
Associate's degree, Business Administration and Management, General
CRC Insurance Services, Inc. August 2012 - Present
Coralia Leets Jewelry Design November 2011 - April 2012
Morgan Stanley September 1997 - March 2009
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership
Education
University of Central Florida 2014 — 2017
Bachelor of Applied Science (BASc), Criminalistics and Criminal Science
Valencia Community College 2011 — 2013
Associate's degree, Business Administration and Management, General
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS