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
Thomas Gorman Thomas Gorman's Morgan Stanley Experience June 2011 - August 2011
Job JPMorgan Chase & Co
Industry Financial Services
Experience
J.P. Morgan June 2014 - Present
J.P. Morgan May 2013 - August 2013
Industry Ventures May 2012 - August 2012
Morgan Stanley June 2011 - August 2011
Education
University of Colorado at Boulder 2010 — 2014
Bachelors of Science, Business Administration and Management, General
Cherry Creek High School
J.P. Morgan June 2014 - Present
J.P. Morgan May 2013 - August 2013
Industry Ventures May 2012 - August 2012
Morgan Stanley June 2011 - August 2011
Education
University of Colorado at Boulder 2010 — 2014
Bachelors of Science, Business Administration and Management, General
Cherry Creek High School
Stephen Barron Stephen Barron's Morgan Stanley Experience April 2007 - June 2014
Job Investor at Maginot Capital
Industry Oil & Energy
Experience
Maginot Capital April 2014 - Present
Morgan Stanley April 2007 - June 2014
Louis Dreyfus Commodities January 2004 - March 2007
Dynegy January 1996 - February 2002
Skills
Derivatives, Options, Risk Management, Structured Products, Swaps, Foreign Exchange, Presenting to Senior..., Client Development, Mentoring, Managerial Finance, Strategic Planning, Team Building, Trading, Electronic Trading..., Technical Analysis, Money Management, Department Budgeting, Manage Client..., New Business Development, Commodity, Natural Gas, Gas, Commodity Markets, Natural Gas Trading, Power Trading
Education
University of Colorado at Boulder 1984 — 1988
Bachelor's degree, Political Science and Government
Maginot Capital April 2014 - Present
Morgan Stanley April 2007 - June 2014
Louis Dreyfus Commodities January 2004 - March 2007
Dynegy January 1996 - February 2002
Skills
Derivatives, Options, Risk Management, Structured Products, Swaps, Foreign Exchange, Presenting to Senior..., Client Development, Mentoring, Managerial Finance, Strategic Planning, Team Building, Trading, Electronic Trading..., Technical Analysis, Money Management, Department Budgeting, Manage Client..., New Business Development, Commodity, Natural Gas, Gas, Commodity Markets, Natural Gas Trading, Power Trading
Education
University of Colorado at Boulder 1984 — 1988
Bachelor's degree, Political Science and Government
John G. Acker, CFP®, CIMA® John G. Acker, CFP®, CIMA®'s Morgan Stanley Experience 2001 - 2006
Job Senior Vice President, Wealth Advisor & Senior Portfolio Manager at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc 2006 - Present
Morgan Stanley 2001 - 2006
Communications Equity Associates 1999 - 2001
Banque Paribas 1989 - 1999
First Interstate Bank Limited 1987 - 1989
Education
University of Southern California - Marshall School of Business 1985 — 1987
MBA, Finance & Marketing
University of Colorado at Boulder - Leeds School of Business 1979 — 1983
BS, Accounting & Management
UBS Financial Services, Inc 2006 - Present
Morgan Stanley 2001 - 2006
Communications Equity Associates 1999 - 2001
Banque Paribas 1989 - 1999
First Interstate Bank Limited 1987 - 1989
Education
University of Southern California - Marshall School of Business 1985 — 1987
MBA, Finance & Marketing
University of Colorado at Boulder - Leeds School of Business 1979 — 1983
BS, Accounting & Management
Drew Hires's Morgan Stanley Experience 2014 - Present
Job Material Science Engineer
Industry Nanotechnology
Experience
Morgan Stanley 2014 - Present
Self 2013 - 2014
NASA - National Aeronautics and Space Administration 2011 - 2012
University of Connecticut October 2009 - May 2011
Weekly Reader May 2010 - August 2010
Skills
XRD, SEM, Spectroscopy, Materials Science, Nanomaterials, Mechanical Testing, Mathematics, Matlab, Powder X-ray Diffraction
Education
The University of Connecticut 2008 — 2012
Bachelor's Degree, Materials Science and Engineering
Western Connecticut State University 2014 — 2015
Master's Degree, Mathematics
Bethel High School 2004 — 2008
Morgan Stanley 2014 - Present
Self 2013 - 2014
NASA - National Aeronautics and Space Administration 2011 - 2012
University of Connecticut October 2009 - May 2011
Weekly Reader May 2010 - August 2010
Skills
XRD, SEM, Spectroscopy, Materials Science, Nanomaterials, Mechanical Testing, Mathematics, Matlab, Powder X-ray Diffraction
Education
The University of Connecticut 2008 — 2012
Bachelor's Degree, Materials Science and Engineering
Western Connecticut State University 2014 — 2015
Master's Degree, Mathematics
Bethel High School 2004 — 2008
Hutch Corbett Hutch Corbett's Morgan Stanley Experience August 1999 - August 2002
Job Managing Partner at Armentum Partners
Industry Financial Services
Experience
Armentum Partners March 2014 - Present
TriplePoint Capital January 2011 - February 2014
Nexus Dx June 2010 - November 2010
Oppenheimer & Co. August 2005 - January 2010
Thomas Weisel Partners August 2002 - August 2005
Morgan Stanley August 1999 - August 2002
nationsbank 1992 - 1993
Skills
Biotechnology, Corporate Development, Finance, Investments, Management, Medical Devices, Mergers, Private Equity, Strategy, Venture Capital, Due Diligence, Financial Modeling, Mergers & Acquisitions, Valuation, Start-ups
Education
University of Virginia - Darden Graduate School of Business Administration 1997 — 1999
MBA
University of Colorado Boulder - Leeds School of Business 1988 — 1992
BSBA, Finance (major), Accounting (minor)
Armentum Partners March 2014 - Present
TriplePoint Capital January 2011 - February 2014
Nexus Dx June 2010 - November 2010
Oppenheimer & Co. August 2005 - January 2010
Thomas Weisel Partners August 2002 - August 2005
Morgan Stanley August 1999 - August 2002
nationsbank 1992 - 1993
Skills
Biotechnology, Corporate Development, Finance, Investments, Management, Medical Devices, Mergers, Private Equity, Strategy, Venture Capital, Due Diligence, Financial Modeling, Mergers & Acquisitions, Valuation, Start-ups
Education
University of Virginia - Darden Graduate School of Business Administration 1997 — 1999
MBA
University of Colorado Boulder - Leeds School of Business 1988 — 1992
BSBA, Finance (major), Accounting (minor)
Alison P. Scavone Alison P. Scavone's Morgan Stanley Experience July 2007 - August 2014
Job Managing DirectorInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors August 2014 - Present
Norwalk Hospital January 2010 - Present
Morgan Stanley July 2007 - August 2014
Smith Barney 1985 - 2007
Skills
Alternative Investments, Asset Allocation, Estate Planning, Insurance, Mergers, Strategic Planning, Due Diligence, Investment Strategies, Valuation, Business Planning, Business Strategy, Asset Management, Investments, Series 7, Wealth Management
Education
University of Connecticut 1977 — 1981
BA, Economics
Wells Fargo Advisors August 2014 - Present
Norwalk Hospital January 2010 - Present
Morgan Stanley July 2007 - August 2014
Smith Barney 1985 - 2007
Skills
Alternative Investments, Asset Allocation, Estate Planning, Insurance, Mergers, Strategic Planning, Due Diligence, Investment Strategies, Valuation, Business Planning, Business Strategy, Asset Management, Investments, Series 7, Wealth Management
Education
University of Connecticut 1977 — 1981
BA, Economics
Darin Snow, CIMA Darin Snow, CIMA's Morgan Stanley Experience 1994 - 2003
Job Managing Partner at Denver Private Wealth Management
Industry Financial Services
Experience
Denver Private Wealth Management 2014 - Present
Gill April 2010 - 2014
BKD Wealth Advisors, LLC September 2003 - April 2010
Morgan Stanley 1994 - 2003
Skills
Asset Management, Financial Planning, Portfolio Management, Asset Allocation, Alternative Investments, Wealth Management
Education
University of Colorado at Boulder 1988 — 1993
BS, Kinesiology and Exercise Science
Denver Private Wealth Management 2014 - Present
Gill April 2010 - 2014
BKD Wealth Advisors, LLC September 2003 - April 2010
Morgan Stanley 1994 - 2003
Skills
Asset Management, Financial Planning, Portfolio Management, Asset Allocation, Alternative Investments, Wealth Management
Education
University of Colorado at Boulder 1988 — 1993
BS, Kinesiology and Exercise Science
Chad Kadesh's Morgan Stanley Experience October 2013 - Present
Job Associate at Morgan Stanley Private Bank
Industry Banking
Experience
Morgan Stanley October 2013 - Present
PHH Mortgage October 2012 - September 2013
PHH Mortgage October 2011 - September 2012
Education
University of Colorado Boulder 2006 — 2010
BA, Economics
University of Colorado Boulder - Leeds School of Business 2006 — 2010
Minor, Business Administration
Villanova University 2010 — 2010
Six Sigma: Black Belt, Lean Black Belt, Green Belt
Morgan Stanley October 2013 - Present
PHH Mortgage October 2012 - September 2013
PHH Mortgage October 2011 - September 2012
Education
University of Colorado Boulder 2006 — 2010
BA, Economics
University of Colorado Boulder - Leeds School of Business 2006 — 2010
Minor, Business Administration
Villanova University 2010 — 2010
Six Sigma: Black Belt, Lean Black Belt, Green Belt
Daniel Babai's Morgan Stanley Experience June 2012 - August 2013
Job Vice President and Senior Financial Advisor at UnionBanc Investment Services at UnionBank
Industry Investment Management
Experience
UnionBanc Investment Services at UnionBank August 2013 - Present
Morgan Stanley June 2012 - August 2013
Giovanni's 2003 - 2012
Morgan Stanley May 2000 - September 2003
Education
University of Colorado Boulder 1996 — 2000
Bachelor of Arts (B.A.)
University of Colorado at Boulder 1996 — 2000
B.A. International Affairs
San Marcos High School 1992 — 1996
UnionBanc Investment Services at UnionBank August 2013 - Present
Morgan Stanley June 2012 - August 2013
Giovanni's 2003 - 2012
Morgan Stanley May 2000 - September 2003
Education
University of Colorado Boulder 1996 — 2000
Bachelor of Arts (B.A.)
University of Colorado at Boulder 1996 — 2000
B.A. International Affairs
San Marcos High School 1992 — 1996
Jack Kemp Jack Kemp's Morgan Stanley Experience 1997 - 2007
Job Partner at Massey Quick & Co., LLC
Industry Investment Management
Experience
Indian River Medical Center Foundation June 2013 - Present
Massey Quick & Co., LLC- Vero Beach,Florida April 2009 - Present
University of Colorado Foundation January 1994 - Present
Morgan Stanley Distributors 1998 - 2007
Morgan Stanley 1997 - 2007
The Provident Bank January 1978 - January 1997
Dean Witter 1967 - 1997
US Army April 1965 - June 1967
Skills
Wealth Management, Hedge Funds, Asset Allocation, Asset Managment, Investments, Series 7, Equities, Retirement Planning, Portfolio Management, Fixed Income, Investment Advisory, Mutual Funds, Series 63, Private Equity, Investment Management, Securities, Estate Planning, Strategic Financial..., Series 65, Alternative Investments, Asset Management, Fund Of Funds, Investment Strategies, Financial Services, FINRA, Wealth Management..., High Net Worth..., Bloomberg
Education
University of Colorado at Boulder 1960 — 1964
BA, History
Wharton Business School 1986 — 1988
Financial services management
Indian River Medical Center Foundation June 2013 - Present
Massey Quick & Co., LLC- Vero Beach,Florida April 2009 - Present
University of Colorado Foundation January 1994 - Present
Morgan Stanley Distributors 1998 - 2007
Morgan Stanley 1997 - 2007
The Provident Bank January 1978 - January 1997
Dean Witter 1967 - 1997
US Army April 1965 - June 1967
Skills
Wealth Management, Hedge Funds, Asset Allocation, Asset Managment, Investments, Series 7, Equities, Retirement Planning, Portfolio Management, Fixed Income, Investment Advisory, Mutual Funds, Series 63, Private Equity, Investment Management, Securities, Estate Planning, Strategic Financial..., Series 65, Alternative Investments, Asset Management, Fund Of Funds, Investment Strategies, Financial Services, FINRA, Wealth Management..., High Net Worth..., Bloomberg
Education
University of Colorado at Boulder 1960 — 1964
BA, History
Wharton Business School 1986 — 1988
Financial services management
Khalid Abdullah, M.B.A.'s Morgan Stanley Experience December 2012 - March 2015
Job Certified Salesforce Administrator and Developer
Industry Information Technology and Services
Experience
W.P. Carey March 2015 - Present
Belltown Fire Department September 2011 - Present
Belltown Fire Department April 2014 - April 2015
Morgan Stanley December 2012 - March 2015
Crane Co April 2010 - August 2010
PricewaterhouseCoopers, LLP January 2008 - November 2009
Skills
Salesforce.com..., Informatica..., Plateau, Firefighting, EMS, Hazardous Materials..., Account Reconciliation, Tax Preparation, Tax, Microsoft Word, Accounting, Microsoft Excel, Finance, Microsoft Office, Financial Analysis, PowerPoint, Financial Reporting, Business Analysis, Analysis, Management, MyPractice, Class Management, Volunteer Teaching, Corporate Tax, PeopleSoft, IFRS, Hyperion, Salesforce.com, Process Improvement, Training, Financial Modeling, Budgets, Financial Accounting, QuickBooks, Sales, Access, Customer Service, Public Speaking, Financial Services, Data Analysis, Research, SharePoint, Risk Management, Project Management, Corporate Finance
Education
University of Bridgeport 2010 — 2012
Master of Business Administration (MBA), Accounting
The University of Connecticut 2003 — 2007
Bachelor of Science, Business Administration - Accounting 2003 - 2007
W.P. Carey March 2015 - Present
Belltown Fire Department September 2011 - Present
Belltown Fire Department April 2014 - April 2015
Morgan Stanley December 2012 - March 2015
Crane Co April 2010 - August 2010
PricewaterhouseCoopers, LLP January 2008 - November 2009
Skills
Salesforce.com..., Informatica..., Plateau, Firefighting, EMS, Hazardous Materials..., Account Reconciliation, Tax Preparation, Tax, Microsoft Word, Accounting, Microsoft Excel, Finance, Microsoft Office, Financial Analysis, PowerPoint, Financial Reporting, Business Analysis, Analysis, Management, MyPractice, Class Management, Volunteer Teaching, Corporate Tax, PeopleSoft, IFRS, Hyperion, Salesforce.com, Process Improvement, Training, Financial Modeling, Budgets, Financial Accounting, QuickBooks, Sales, Access, Customer Service, Public Speaking, Financial Services, Data Analysis, Research, SharePoint, Risk Management, Project Management, Corporate Finance
Education
University of Bridgeport 2010 — 2012
Master of Business Administration (MBA), Accounting
The University of Connecticut 2003 — 2007
Bachelor of Science, Business Administration - Accounting 2003 - 2007
Henry Wagner Henry Wagner's Morgan Stanley Experience 2008 - December 2009
Job VP, Municipal Trading at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray May 2012 - Present
Sterne Agee February 2011 - May 2012
Nollenberger Capital Partners June 2009 - January 2011
Morgan Stanley 2008 - December 2009
Skills
Municipal Bonds, Municipalities, Series 7, Trading, Wealth Management, Bloomberg, Real Estate, Valuation
Education
University of Colorado at Boulder - Leeds School of Business 2005 — 2009
BA, Finance
Piper Jaffray May 2012 - Present
Sterne Agee February 2011 - May 2012
Nollenberger Capital Partners June 2009 - January 2011
Morgan Stanley 2008 - December 2009
Skills
Municipal Bonds, Municipalities, Series 7, Trading, Wealth Management, Bloomberg, Real Estate, Valuation
Education
University of Colorado at Boulder - Leeds School of Business 2005 — 2009
BA, Finance
Mary McNiff Mary McNiff's Morgan Stanley Experience 2001 - 2003
Job Vice President Retirement Director
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Principal Financial Group February 2007 - June 2015
Principal Financial Group August 2003 - February 2007
Morgan Stanley 2001 - 2003
Skills
401k, Defined Benefit, Employee Benefits, Insurance, Investment Management, Life Insurance, Mutual Funds, Retirement, Retirement Planning, Series 63, Series 7
Education
University of Colorado Boulder 1996 — 2000
Bachelor of Arts in Music, Music Performance, General
Edina High School 1993 — 1996
Fidelity Investments June 2015 - Present
Principal Financial Group February 2007 - June 2015
Principal Financial Group August 2003 - February 2007
Morgan Stanley 2001 - 2003
Skills
401k, Defined Benefit, Employee Benefits, Insurance, Investment Management, Life Insurance, Mutual Funds, Retirement, Retirement Planning, Series 63, Series 7
Education
University of Colorado Boulder 1996 — 2000
Bachelor of Arts in Music, Music Performance, General
Edina High School 1993 — 1996
Liz Hoskins Liz Hoskins's Morgan Stanley Experience February 2009 - October 2012
Job
Industry Financial Services
Experience
UBS October 2012 - August 2014
Morgan Stanley February 2009 - October 2012
Education
The University of Connecticut
Bachelor of Arts (B.A.)
UBS October 2012 - August 2014
Morgan Stanley February 2009 - October 2012
Education
The University of Connecticut
Bachelor of Arts (B.A.)
Renick Lambey Jr. Renick Lambey Jr.'s Morgan Stanley Experience March 2006 - August 2006
Job Global Markets Client Services Consultant Equities at CIBC Mellon
Industry Investment Banking
Experience
CIBC Mellon April 2011 - Present
RBC Capital Markets June 2009 - March 2010
Deutsche Bank November 2006 - June 2009
Morgan Stanley March 2006 - August 2006
JP Turner & Company, LLC September 2004 - March 2006
Skills
Valuation, Risk Management, Back Office, Equities, Private Equity, Financial Modeling, Investments, Investment Banking, Hedge Funds, Middle Office, Asset Managment, Fixed Income, Capital Markets, Bloomberg, Portfolio Management
Education
University of Colorado Boulder - Leeds School of Business 2000 — 2004
Bachelor of Science (BS), Business Administration and Management, General
EHS 1996 — 2000
Business/Finance
CIBC Mellon April 2011 - Present
RBC Capital Markets June 2009 - March 2010
Deutsche Bank November 2006 - June 2009
Morgan Stanley March 2006 - August 2006
JP Turner & Company, LLC September 2004 - March 2006
Skills
Valuation, Risk Management, Back Office, Equities, Private Equity, Financial Modeling, Investments, Investment Banking, Hedge Funds, Middle Office, Asset Managment, Fixed Income, Capital Markets, Bloomberg, Portfolio Management
Education
University of Colorado Boulder - Leeds School of Business 2000 — 2004
Bachelor of Science (BS), Business Administration and Management, General
EHS 1996 — 2000
Business/Finance
Kristina Wright Kristina Wright's Morgan Stanley Experience September 2008 - December 2008
Job Attorney
Industry Legal Services
Experience
18th Judicial District April 2014 - Present
Superior Court of New Jersey September 2012 - September 2013
Skenderis & Cornacchia September 2011 - May 2012
Southern District of New York May 2011 - August 2011
Newman Ferrara LLP May 2010 - April 2011
Morgan Stanley September 2008 - December 2008
Skills
Legal Research, Drafting Legal Memoranda, Mediating Small Claims..., Arbitration, Westlaw, Lexis, Legal Writing, Copyright Law, Property Law, Motions, Employment..., Trials, Trademark Infringement, Legal Opinions, Courts, Hearings, LexisNexis
Education
New York Law School 2009 — 2012
Juris Doctor, Law
University of Colorado at Boulder 2004 — 2008
Bachelor of Arts (B.A.), Women's Studies
Girls Preparatory School 1998 — 2004
18th Judicial District April 2014 - Present
Superior Court of New Jersey September 2012 - September 2013
Skenderis & Cornacchia September 2011 - May 2012
Southern District of New York May 2011 - August 2011
Newman Ferrara LLP May 2010 - April 2011
Morgan Stanley September 2008 - December 2008
Skills
Legal Research, Drafting Legal Memoranda, Mediating Small Claims..., Arbitration, Westlaw, Lexis, Legal Writing, Copyright Law, Property Law, Motions, Employment..., Trials, Trademark Infringement, Legal Opinions, Courts, Hearings, LexisNexis
Education
New York Law School 2009 — 2012
Juris Doctor, Law
University of Colorado at Boulder 2004 — 2008
Bachelor of Arts (B.A.), Women's Studies
Girls Preparatory School 1998 — 2004
Jim Geraghty III's Morgan Stanley Experience June 2015 - Present
Job Wealth Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Morgan Stanley January 2014 - June 2015
Knome June 2011 - August 2011
RRTN @ MIT June 2009 - August 2009
Skills
Marketing, Investments, Finance, Sales, Salesforce.com, Banking, Asset Management
Education
The University of Connecticut 2008 — 2012
Economics
fenn school
lawrence academy
Morgan Stanley June 2015 - Present
Morgan Stanley January 2014 - June 2015
Knome June 2011 - August 2011
RRTN @ MIT June 2009 - August 2009
Skills
Marketing, Investments, Finance, Sales, Salesforce.com, Banking, Asset Management
Education
The University of Connecticut 2008 — 2012
Economics
fenn school
lawrence academy
Michele Hanna Michele Hanna's Morgan Stanley Experience January 2010 - Present
Job First Vice President
Industry Financial Services
Experience
Morgan Stanley January 2010 - Present
Morgan Stanley - Smith Barney November 2007 - January 2010
Morgan Stanley - Smith Barney July 2000 - November 2007
Morgan Stanley - Smith Barney September 1998 - July 2000
Morgan Stanley - Smith Barney September 1995 - September 1998
Education
University of Colorado Boulder
Morgan Stanley January 2010 - Present
Morgan Stanley - Smith Barney November 2007 - January 2010
Morgan Stanley - Smith Barney July 2000 - November 2007
Morgan Stanley - Smith Barney September 1998 - July 2000
Morgan Stanley - Smith Barney September 1995 - September 1998
Education
University of Colorado Boulder
Amy Foo Amy Foo's Morgan Stanley Experience May 2009 - April 2014
Job U.S. Bank
Industry Financial Services
Experience
The Private Client Reserve of U.S. Bank May 2014 - Present
Morgan Stanley May 2009 - April 2014
Cantor Fitzgerald February 2008 - May 2009
JPMorgan Chase May 2007 - February 2008
People's Choice Home Loan January 2006 - April 2007
Washington Mutual October 2005 - February 2006
Accredited Home Lenders December 2003 - October 2005
Skills
Alternative Investments, Asset Management, Financial Services, Fund Of Funds, Investment Management, Marketing, Mutual Funds, Wealth Management, Strategic Planning, Mortgage Lending, Sales, FINRA, CRM, B2B, Finance
Education
University of Connecticut 2000 — 2003
B.A.
The Private Client Reserve of U.S. Bank May 2014 - Present
Morgan Stanley May 2009 - April 2014
Cantor Fitzgerald February 2008 - May 2009
JPMorgan Chase May 2007 - February 2008
People's Choice Home Loan January 2006 - April 2007
Washington Mutual October 2005 - February 2006
Accredited Home Lenders December 2003 - October 2005
Skills
Alternative Investments, Asset Management, Financial Services, Fund Of Funds, Investment Management, Marketing, Mutual Funds, Wealth Management, Strategic Planning, Mortgage Lending, Sales, FINRA, CRM, B2B, Finance
Education
University of Connecticut 2000 — 2003
B.A.
Chase Komatz Chase Komatz's Morgan Stanley Experience January 2015 - Present
Job Registered Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
The Resumator July 2014 - October 2014
Victory Capital Management May 2013 - August 2013
Bow Mar Owners Inc. May 2011 - August 2012
The Melting Pot Restaurants 2009 - 2010
Skills
Financial Analysis, Finance, Thompson One, Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, Mutual Funds, Sales, Customer Service, Microsoft Word, Teamwork, Social Media, Leadership, Marketing, English, Salesforce.com
Education
University of Colorado at Boulder 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
Morgan Stanley January 2015 - Present
The Resumator July 2014 - October 2014
Victory Capital Management May 2013 - August 2013
Bow Mar Owners Inc. May 2011 - August 2012
The Melting Pot Restaurants 2009 - 2010
Skills
Financial Analysis, Finance, Thompson One, Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, Mutual Funds, Sales, Customer Service, Microsoft Word, Teamwork, Social Media, Leadership, Marketing, English, Salesforce.com
Education
University of Colorado at Boulder 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
Kimberly Slatky Kimberly Slatky's Morgan Stanley Experience July 2003 - August 2012
Job Client Service Coordinator at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2012 - Present
Morgan Stanley July 2003 - August 2012
Education
University of Connecticut 1996 — 2000
Bachelor of Arts (BA), Communication, General
Ameriprise Financial Services, Inc. August 2012 - Present
Morgan Stanley July 2003 - August 2012
Education
University of Connecticut 1996 — 2000
Bachelor of Arts (BA), Communication, General
Sean Robinson Sean Robinson's Morgan Stanley Experience January 2007 - May 2007
Job Event & Logistics Director
Industry Events Services
Experience
TRI Leadership Resources, LLC July 2011 - Present
TRI Leadership Resources, LLC April 2007 - Present
Nevada HOSA July 2011 - June 2012
TRI Leadership Resources, LLC May 2008 - July 2011
The White House--Office of the First Lady June 2006 - October 2008
TRI Leadership Resources, LLC October 2005 - April 2008
Morgan Stanley January 2007 - May 2007
Denver Investment Advisors January 2006 - May 2006
W.H.O.A. Wristband Campaign 2004 - 2005
Staples May 2004 - August 2004
Skills
Event Planning, Leadership Development, Project Management, Stage Management, Public Speaking, Event Management, Non-profits, Leadership, Strategic Planning, Social Media, Coaching, Marketing, Teamwork, Nonprofits, Fundraising, Team Building, Training, PowerPoint, Marketing Communications, Sales, Management, Workshop Facilitation, Strategy, Microsoft Word, Team Leadership, Microsoft Office, Program Management, Staff Development, Research, Editing, Public Relations, Program Development
Education
University of Colorado Boulder - Leeds School of Business 2004 — 2008
Bachelor of Science in Business Administration, Management
TRI Leadership Resources, LLC July 2011 - Present
TRI Leadership Resources, LLC April 2007 - Present
Nevada HOSA July 2011 - June 2012
TRI Leadership Resources, LLC May 2008 - July 2011
The White House--Office of the First Lady June 2006 - October 2008
TRI Leadership Resources, LLC October 2005 - April 2008
Morgan Stanley January 2007 - May 2007
Denver Investment Advisors January 2006 - May 2006
W.H.O.A. Wristband Campaign 2004 - 2005
Staples May 2004 - August 2004
Skills
Event Planning, Leadership Development, Project Management, Stage Management, Public Speaking, Event Management, Non-profits, Leadership, Strategic Planning, Social Media, Coaching, Marketing, Teamwork, Nonprofits, Fundraising, Team Building, Training, PowerPoint, Marketing Communications, Sales, Management, Workshop Facilitation, Strategy, Microsoft Word, Team Leadership, Microsoft Office, Program Management, Staff Development, Research, Editing, Public Relations, Program Development
Education
University of Colorado Boulder - Leeds School of Business 2004 — 2008
Bachelor of Science in Business Administration, Management
Elizabeth Engelmann, CRPC® Elizabeth Engelmann, CRPC®'s Morgan Stanley Experience March 2008 - December 2008
Job Account Vice President at UBS Financial Services Inc
Industry Financial Services
Experience
UBS Financial Services December 2008 - Present
Morgan Stanley March 2008 - December 2008
Education
University of Colorado at Boulder 2002 — 2006
Bachelor of Science (BS)
UBS Financial Services December 2008 - Present
Morgan Stanley March 2008 - December 2008
Education
University of Colorado at Boulder 2002 — 2006
Bachelor of Science (BS)
Stephanie Hammond's Morgan Stanley Experience June 2012 - August 2012
Job Analyst at Huron Consulting Group
Industry Hospital & Health Care
Experience
Huron Consulting Group June 2014 - Present
Waggener Edstrom June 2013 - September 2013
Madewell September 2012 - December 2012
Morgan Stanley June 2012 - August 2012
CU Environmental Center September 2011 - May 2012
TriFREAKS, Inc. May 2011 - August 2011
Nordstrom June 2010 - January 2011
Skills
Team Leadership, Time Management, Customer Service, Organization, Highly motivated..., Stressful Situations, Creative Direction, Microsoft Excel, Leadership
Education
University of Colorado Boulder - Leeds School of Business 2010 — 2014
Bachelor of Science, Business Administration; Finance
Mercer Island High School 2006 — 2010
Huron Consulting Group June 2014 - Present
Waggener Edstrom June 2013 - September 2013
Madewell September 2012 - December 2012
Morgan Stanley June 2012 - August 2012
CU Environmental Center September 2011 - May 2012
TriFREAKS, Inc. May 2011 - August 2011
Nordstrom June 2010 - January 2011
Skills
Team Leadership, Time Management, Customer Service, Organization, Highly motivated..., Stressful Situations, Creative Direction, Microsoft Excel, Leadership
Education
University of Colorado Boulder - Leeds School of Business 2010 — 2014
Bachelor of Science, Business Administration; Finance
Mercer Island High School 2006 — 2010
Matt Billard's Morgan Stanley Experience March 2014 - Present
Job MEAN Stack Developer (Project Lead) at Morgan Stanley
Industry Internet
Experience
Morgan Stanley March 2014 - Present
JPMorgan Chase December 2011 - March 2014
Kaman Industrial Technologies January 2010 - December 2011
Xillion Premium Websites August 2006 - December 2010
Technivision June 2003 - August 2006
Skills
JavaScript, Mobile, HTML5, CSS3, PHP, User Interface / User..., International travel, South Africa
Education
The University of Connecticut 2001 — 2006
Bachelor of Fine Arts, Concentration in Graphic Design
Morgan Stanley March 2014 - Present
JPMorgan Chase December 2011 - March 2014
Kaman Industrial Technologies January 2010 - December 2011
Xillion Premium Websites August 2006 - December 2010
Technivision June 2003 - August 2006
Skills
JavaScript, Mobile, HTML5, CSS3, PHP, User Interface / User..., International travel, South Africa
Education
The University of Connecticut 2001 — 2006
Bachelor of Fine Arts, Concentration in Graphic Design
Drew Magiera Drew Magiera's Morgan Stanley Experience July 2015 - Present
Job Futures and Derivatives Sales Trading at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
Morgan Stanley August 2014 - July 2015
Morgan Stanley January 2012 - July 2014
ESPN October 2011 - December 2011
Morgan Stanley June 2011 - August 2011
UConn Center for Real Estate May 2009 - December 2009
Skills
Financial Modeling, Economics, Financial Analysis, PowerPoint, Microsoft Excel, Analysis, Management, Financial Risk, Risk Management, Investments, Finance
Education
The University of Connecticut 2007 — 2011
Bachelor of Arts (BA), Economics
Dover Sherborn Regional High School 2003 — 2007
Morgan Stanley July 2015 - Present
Morgan Stanley August 2014 - July 2015
Morgan Stanley January 2012 - July 2014
ESPN October 2011 - December 2011
Morgan Stanley June 2011 - August 2011
UConn Center for Real Estate May 2009 - December 2009
Skills
Financial Modeling, Economics, Financial Analysis, PowerPoint, Microsoft Excel, Analysis, Management, Financial Risk, Risk Management, Investments, Finance
Education
The University of Connecticut 2007 — 2011
Bachelor of Arts (BA), Economics
Dover Sherborn Regional High School 2003 — 2007
Afak Nazim's Morgan Stanley Experience June 2010 - August 2010
Job MBA Candidate and Grad Assistant at UConn
Industry Financial Services
Experience
University of Connecticut August 2014 - Present
Cigna May 2015 - August 2015
United Bank Limited 2012 - 2014
M. M. Securities 2011 - 2012
Morgan Stanley June 2010 - August 2010
Skills
Finance, Equities, Economics, Investments, Banking, Analysis, Actuarial Science, Accounting, Real Estate, Strategy
Education
University of Connecticut 2014 — 2016
Master of Business Administration (M.B.A.)
University of Warwick 2007 — 2011
Bachelor of Science (B.Sc.)
University of Connecticut August 2014 - Present
Cigna May 2015 - August 2015
United Bank Limited 2012 - 2014
M. M. Securities 2011 - 2012
Morgan Stanley June 2010 - August 2010
Skills
Finance, Equities, Economics, Investments, Banking, Analysis, Actuarial Science, Accounting, Real Estate, Strategy
Education
University of Connecticut 2014 — 2016
Master of Business Administration (M.B.A.)
University of Warwick 2007 — 2011
Bachelor of Science (B.Sc.)
Vince Inglese's Morgan Stanley Experience 1983 - 2012
Job Business Relationship Manager at Santander Bank
Industry Banking
Experience
Santander Bank, N.A. February 2015 - Present
Morgan Stanley 1983 - 2012
Anderson Oil and Chemical 1979 - 1983
Skills
Financial Analysis, Relationship Management, Portfolio Management, Public Speaking, Small Business, Risk Management, Finance, New Business Development, B2B, Coaching, Management, Credit, Banking, Commercial Banking, Strategic Planning, Account Management, B2B Sales, Business Loans, Cash Management, Mortgage Lending, Loans
Education
University of Pennsylvania - The Wharton School
Certified Investment Management Analyst (CIMA)
University of Connecticut 1975 — 1979
Accounting
Santander Bank, N.A. February 2015 - Present
Morgan Stanley 1983 - 2012
Anderson Oil and Chemical 1979 - 1983
Skills
Financial Analysis, Relationship Management, Portfolio Management, Public Speaking, Small Business, Risk Management, Finance, New Business Development, B2B, Coaching, Management, Credit, Banking, Commercial Banking, Strategic Planning, Account Management, B2B Sales, Business Loans, Cash Management, Mortgage Lending, Loans
Education
University of Pennsylvania - The Wharton School
Certified Investment Management Analyst (CIMA)
University of Connecticut 1975 — 1979
Accounting
Daniel Stewart Daniel Stewart's Morgan Stanley Experience June 2013 - Present
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2013 - Present
University of Connecticut School of Business February 2010 - June 2013
Morgan Stanley June 2012 - August 2012
Estee Lauder June 2011 - August 2011
Rockrimmon Country Club April 2005 - June 2011
Skills
Microsoft Office, Public Speaking, Networking, Social Networking, Microsoft Excel, Attention To Detail, Writing, Business Communications, Interviewing Skills, Student Services, Marketing Research, Arabic, Golf, Hockey, Career Counseling, Customer Service, Data Analysis, Entrepreneurship, Finance, Financial Analysis, Leadership, Marketing, Marketing Event Planning, Microsoft Word, PowerPoint, Resume Writing, Social Media, Strategy, Student Affairs
Education
The University of Connecticut 2009 — 2013
Finance, Accounting, Business Adminstration
Morgan Stanley June 2013 - Present
University of Connecticut School of Business February 2010 - June 2013
Morgan Stanley June 2012 - August 2012
Estee Lauder June 2011 - August 2011
Rockrimmon Country Club April 2005 - June 2011
Skills
Microsoft Office, Public Speaking, Networking, Social Networking, Microsoft Excel, Attention To Detail, Writing, Business Communications, Interviewing Skills, Student Services, Marketing Research, Arabic, Golf, Hockey, Career Counseling, Customer Service, Data Analysis, Entrepreneurship, Finance, Financial Analysis, Leadership, Marketing, Marketing Event Planning, Microsoft Word, PowerPoint, Resume Writing, Social Media, Strategy, Student Affairs
Education
The University of Connecticut 2009 — 2013
Finance, Accounting, Business Adminstration
Michael Bobier Michael Bobier's Morgan Stanley Experience January 1999 - January 2001
Job Insurance Sales
Industry Insurance
Experience
HealthMarkets January 2015 - Present
Yemee Clothing January 2002 - January 2005
Morgan Stanley January 1999 - January 2001
Prudential Securities January 1997 - January 1999
Goldman Sachs January 1995 - 1997
Skills
Strategic Planning, Customer Service, Team Building, Estate Planning, Property & Casualty..., Microsoft Excel, Microsoft Office, Fixed Annuities, Long-term Care, Disability Insurance, Health Insurance, Retirement Planning, Underwriting, Brokers, Employee Benefits, Insurance, Term Life Insurance, Finance, Life Insurance, Commercial Insurance, Medicare
Education
University of Colorado 1990 — 1994
Economics
University of Colorado at Boulder 1989 — 1994
Economics, Majored in Economics, good
HealthMarkets January 2015 - Present
Yemee Clothing January 2002 - January 2005
Morgan Stanley January 1999 - January 2001
Prudential Securities January 1997 - January 1999
Goldman Sachs January 1995 - 1997
Skills
Strategic Planning, Customer Service, Team Building, Estate Planning, Property & Casualty..., Microsoft Excel, Microsoft Office, Fixed Annuities, Long-term Care, Disability Insurance, Health Insurance, Retirement Planning, Underwriting, Brokers, Employee Benefits, Insurance, Term Life Insurance, Finance, Life Insurance, Commercial Insurance, Medicare
Education
University of Colorado 1990 — 1994
Economics
University of Colorado at Boulder 1989 — 1994
Economics, Majored in Economics, good
David Jaffe David Jaffe's Morgan Stanley Experience June 2012 - August 2012
Job Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2013 - Present
Morgan Stanley June 2012 - August 2012
DAL Consulting May 2011 - August 2011
Skills
Portfolio Management, Investment Strategies, Bloomberg, Equities, Bloomberg Terminal, Derivatives, Investments, Corporate Finance, Microsoft Excel
Education
University of Colorado at Boulder 2009 — 2013
B.A. Economics
Goldman Sachs July 2013 - Present
Morgan Stanley June 2012 - August 2012
DAL Consulting May 2011 - August 2011
Skills
Portfolio Management, Investment Strategies, Bloomberg, Equities, Bloomberg Terminal, Derivatives, Investments, Corporate Finance, Microsoft Excel
Education
University of Colorado at Boulder 2009 — 2013
B.A. Economics
Vince Shaheen Vince Shaheen's Morgan Stanley Experience April 2013 - Present
Job Vice President Morgan Stanley
Industry Insurance
Experience
Morgan Stanley April 2013 - Present
Skills
NASD Series 7, 63 and 26, State of Connecticut:..., CRM, Series 6, Series 7, Retirement Planning, Investments, Financial Services, Retirement, Mutual Funds, Fixed Annuities, Sales, Asset Allocation, Variable Annuities, Series 63, Financial Advisory, Life Insurance, Wealth Management, Series 65, 401k
Education
The University of Connecticut 1986 — 1990
Bachelor of Science (B.S.), Finance, General
Morgan Stanley April 2013 - Present
Skills
NASD Series 7, 63 and 26, State of Connecticut:..., CRM, Series 6, Series 7, Retirement Planning, Investments, Financial Services, Retirement, Mutual Funds, Fixed Annuities, Sales, Asset Allocation, Variable Annuities, Series 63, Financial Advisory, Life Insurance, Wealth Management, Series 65, 401k
Education
The University of Connecticut 1986 — 1990
Bachelor of Science (B.S.), Finance, General
Jill Bobigan Jill Bobigan's Morgan Stanley Experience December 1981 - April 2008
Job Senior Vice President, Wealth Management UBS Financial Services
Industry Financial Services
Experience
UBS April 2008 - Present
Morgan Stanley December 1981 - April 2008
Skills
Finance, Financial Services, Retirement Planning, Equities, Series 7, Wealth Management, Management, Investments, Mergers & Acquisitions, Portfolio Management, Series 63, Asset Management, Asset Allocation, Securities
Education
The University of Connecticut 1974 — 1978
BS, Biochemistry
UBS April 2008 - Present
Morgan Stanley December 1981 - April 2008
Skills
Finance, Financial Services, Retirement Planning, Equities, Series 7, Wealth Management, Management, Investments, Mergers & Acquisitions, Portfolio Management, Series 63, Asset Management, Asset Allocation, Securities
Education
The University of Connecticut 1974 — 1978
BS, Biochemistry
Casey Vader's Morgan Stanley Experience January 1998 - April 2009
Job Financial Adviser at First Financial Equity Corp.
Industry Financial Services
Experience
First Financial Equity Corp. April 2009 - Present
Morgan Stanley January 1998 - April 2009
Skills
Investments, Mutual Funds, Asset Allocation, Strategic Financial..., Series 7, Asset Management, Wealth Management, Securities, Retirement Planning, Portfolio Management, Financial Modeling, Entrepreneurship, Capital Markets, Financial Analysis
Education
University of Colorado Boulder 1990 — 1994
BA, Political Science
Overland
First Financial Equity Corp. April 2009 - Present
Morgan Stanley January 1998 - April 2009
Skills
Investments, Mutual Funds, Asset Allocation, Strategic Financial..., Series 7, Asset Management, Wealth Management, Securities, Retirement Planning, Portfolio Management, Financial Modeling, Entrepreneurship, Capital Markets, Financial Analysis
Education
University of Colorado Boulder 1990 — 1994
BA, Political Science
Overland
Carla Meli Carla Meli's Morgan Stanley Experience September 2014 - December 2014
Job Portfolio Project Coordinator Intern at Jeppesen, a Boeing Company
Industry Financial Services
Experience
Jeppesen, a Boeing Company May 2015 - Present
Morgan Stanley September 2014 - December 2014
Alpha Phi International Fraternity April 2014 - December 2014
Skills
Leadership, Microsoft Office, Team Leadership, Project Management, PowerPoint, Microsoft Excel, Social Media, Microsoft Word, Teamwork, Bilingual Communications, Student Leadership, Business Innovation, International Business, Travel, Public Speaking, Research
Education
University of Colorado Boulder - Leeds School of Business 2013 — 2016
Bachelor of Science (BS), Entrepreneurship/Entrepreneurial Studies
Regis Jesuit High School 2009 — 2013
Jeppesen, a Boeing Company May 2015 - Present
Morgan Stanley September 2014 - December 2014
Alpha Phi International Fraternity April 2014 - December 2014
Skills
Leadership, Microsoft Office, Team Leadership, Project Management, PowerPoint, Microsoft Excel, Social Media, Microsoft Word, Teamwork, Bilingual Communications, Student Leadership, Business Innovation, International Business, Travel, Public Speaking, Research
Education
University of Colorado Boulder - Leeds School of Business 2013 — 2016
Bachelor of Science (BS), Entrepreneurship/Entrepreneurial Studies
Regis Jesuit High School 2009 — 2013
Vincent Mangiere II's Morgan Stanley Experience September 2014 - Present
Job Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley September 2014 - Present
Goldman Sachs 2013 - September 2014
UBS Wealth Management August 2012 - May 2013
Mount Pleasant Town Pool July 2006 - August 2012
Alpha Kappa Psi- Gamma Zeta August 2011 - December 2011
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Office, Microsoft Word, Valuation, Social Media, Investments, Data Analysis, Customer Service, Analysis, Portfolio Management, Event Planning, Public Speaking, Market Research, Leadership
Education
University of Colorado at Boulder - Leeds School of Business 2009 — 2013
Bachelor's degree, Finance
University of Colorado at Boulder - Leeds School of Business 2009 — 2013
B.S. degree, Business Administration; an; Finance
Leeds Council 2010 — 2011
Westlake High School 2005 — 2009
Morgan Stanley September 2014 - Present
Goldman Sachs 2013 - September 2014
UBS Wealth Management August 2012 - May 2013
Mount Pleasant Town Pool July 2006 - August 2012
Alpha Kappa Psi- Gamma Zeta August 2011 - December 2011
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Office, Microsoft Word, Valuation, Social Media, Investments, Data Analysis, Customer Service, Analysis, Portfolio Management, Event Planning, Public Speaking, Market Research, Leadership
Education
University of Colorado at Boulder - Leeds School of Business 2009 — 2013
Bachelor's degree, Finance
University of Colorado at Boulder - Leeds School of Business 2009 — 2013
B.S. degree, Business Administration; an; Finance
Leeds Council 2010 — 2011
Westlake High School 2005 — 2009
Neel Ahluwalia Neel Ahluwalia's Morgan Stanley Experience September 2013 - November 2013
Job Strategic Account Manager at Innovative Network Solutions Corp
Industry Information Technology and Services
Experience
Innovative Network Solutions Corp July 2015 - Present
Alphaserve Technologies June 2014 - Present
Morgan Stanley September 2013 - November 2013
ACTIV Financial Systems, Inc. April 2011 - September 2012
ACTIV Financial Systems, Inc. October 2007 - March 2011
ING October 2006 - January 2007
MetLife Securities/Barnum Financial Group March 2003 - October 2006
Skills
Business Analysis, Electronic Trading, Microsoft SQL Server, Account Management, Business Development, Project Management, Management, Strategic Planning, Market Data, Sales, Training, Trading Systems, Data Center, Negotiation, Trading, Financial Services, Equities, Derivatives, Vendor Management, Customer Service, Software Implementation, Portfolio Management, Options, Servers, Securities, Infrastructure, Equity Derivatives, Salesforce.com
Education
The University of Connecticut 1998 — 2002
Biological Sciences
NVCTC 2002 — 2003
Business Management
Innovative Network Solutions Corp July 2015 - Present
Alphaserve Technologies June 2014 - Present
Morgan Stanley September 2013 - November 2013
ACTIV Financial Systems, Inc. April 2011 - September 2012
ACTIV Financial Systems, Inc. October 2007 - March 2011
ING October 2006 - January 2007
MetLife Securities/Barnum Financial Group March 2003 - October 2006
Skills
Business Analysis, Electronic Trading, Microsoft SQL Server, Account Management, Business Development, Project Management, Management, Strategic Planning, Market Data, Sales, Training, Trading Systems, Data Center, Negotiation, Trading, Financial Services, Equities, Derivatives, Vendor Management, Customer Service, Software Implementation, Portfolio Management, Options, Servers, Securities, Infrastructure, Equity Derivatives, Salesforce.com
Education
The University of Connecticut 1998 — 2002
Biological Sciences
NVCTC 2002 — 2003
Business Management
Wendy Ning Wendy Ning's Morgan Stanley Experience June 2011 - August 2011
Job Gasoline Trader at Shell Trading
Industry Oil & Energy
Experience
Shell Trading August 2015 - Present
Shell Trading August 2012 - July 2015
Morgan Stanley June 2011 - August 2011
UBS January 2009 - October 2010
Global Platinum Securities 2009 - 2009
Education
University of Colorado Boulder - Leeds School of Business 2008 — 2012
B.S., Accounting, Finance, Economics
Shell Trading August 2015 - Present
Shell Trading August 2012 - July 2015
Morgan Stanley June 2011 - August 2011
UBS January 2009 - October 2010
Global Platinum Securities 2009 - 2009
Education
University of Colorado Boulder - Leeds School of Business 2008 — 2012
B.S., Accounting, Finance, Economics
Kimberly M. Roland's Morgan Stanley Experience March 2015 - Present
Job Fixed Income Summer Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2015 - Present
theSkimm January 2015 - Present
University of Connecticut September 2014 - Present
Barnum Financial Group, an Office of MetLife June 2013 - January 2015
University of Connecticut September 2013 - December 2013
Save the Children US May 2012 - June 2012
Skills
Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Leadership, Time Management, Critical Thinking, Microsoft Office, Data Analysis, Sales, Microsoft Excel, Public Speaking, Event Planning, Social Networking, Economics, Communication
Education
University of Connecticut 2012 — 2016
Bachelor's Degree, Econometrics and Quantitative Economics
Fairfield Ludlowe High School 2008 — 2012
Morgan Stanley March 2015 - Present
theSkimm January 2015 - Present
University of Connecticut September 2014 - Present
Barnum Financial Group, an Office of MetLife June 2013 - January 2015
University of Connecticut September 2013 - December 2013
Save the Children US May 2012 - June 2012
Skills
Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Leadership, Time Management, Critical Thinking, Microsoft Office, Data Analysis, Sales, Microsoft Excel, Public Speaking, Event Planning, Social Networking, Economics, Communication
Education
University of Connecticut 2012 — 2016
Bachelor's Degree, Econometrics and Quantitative Economics
Fairfield Ludlowe High School 2008 — 2012
Mallory Brooks Mallory Brooks's Morgan Stanley Experience July 2003 - April 2007
Job Business Development at Eris Exchange, LLC
Industry Banking
Experience
Eris Exchange, LLC May 2014 - Present
BNP Paribas April 2007 - February 2014
Morgan Stanley July 2003 - April 2007
UBS Investment Bank May 2002 - July 2003
Deutsche Bank April 1996 - May 2002
Merrill Lynch April 1992 - April 1996
Cresvale 1989 - 1990
Skills
Derivatives, Banking, Capital Markets, Portfolio Management, Fixed Income, Financial Markets, Hedge Funds, Credit Risk, Investment Banking, Financial Futures, Alternative Investments
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Finance
University of Colorado Boulder
Bachelor of Arts (BA), Biochemistry and Molecular Biology
Eris Exchange, LLC May 2014 - Present
BNP Paribas April 2007 - February 2014
Morgan Stanley July 2003 - April 2007
UBS Investment Bank May 2002 - July 2003
Deutsche Bank April 1996 - May 2002
Merrill Lynch April 1992 - April 1996
Cresvale 1989 - 1990
Skills
Derivatives, Banking, Capital Markets, Portfolio Management, Fixed Income, Financial Markets, Hedge Funds, Credit Risk, Investment Banking, Financial Futures, Alternative Investments
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Finance
University of Colorado Boulder
Bachelor of Arts (BA), Biochemistry and Molecular Biology
Bianca Vaghji Bianca Vaghji's Morgan Stanley Experience June 2011 - April 2012
Job Asset Management Campus Recruiting at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan January 2014 - Present
Cleary Gottlieb Steen & Hamilton LLP December 2013 - January 2014
Cleary Gottlieb Steen & Hamilton LLP April 2012 - December 2013
Morgan Stanley June 2011 - April 2012
BNY Mellon May 2010 - September 2010
Quest Resource Group April 2009 - September 2009
Stone Harbor Investment Partners June 2008 - September 2009
Skills
Recruiting, Human Resources, Onboarding, Applicant Tracking..., PowerPoint, Outlook, Microsoft Excel, Talent Acquisition, Employee Relations, Microsoft Office, College Recruiting, Microsoft Word, SDLC, Performance Management, Employee Benefits
Education
The University of Connecticut 2007 — 2011
Bachelor of Arts (B.A.), Human Development and Family Studies, General
J.P. Morgan January 2014 - Present
Cleary Gottlieb Steen & Hamilton LLP December 2013 - January 2014
Cleary Gottlieb Steen & Hamilton LLP April 2012 - December 2013
Morgan Stanley June 2011 - April 2012
BNY Mellon May 2010 - September 2010
Quest Resource Group April 2009 - September 2009
Stone Harbor Investment Partners June 2008 - September 2009
Skills
Recruiting, Human Resources, Onboarding, Applicant Tracking..., PowerPoint, Outlook, Microsoft Excel, Talent Acquisition, Employee Relations, Microsoft Office, College Recruiting, Microsoft Word, SDLC, Performance Management, Employee Benefits
Education
The University of Connecticut 2007 — 2011
Bachelor of Arts (B.A.), Human Development and Family Studies, General
Kaitlyn DiVanno Kaitlyn DiVanno's Morgan Stanley Experience September 2012 - February 2015
Job Client Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2012 - February 2015
Morgan Stanley December 2010 - September 2012
Keiler & Company January 2009 - August 2010
Skills
Social Media, Microsoft Office, PowerPoint, Microsoft Excel, Event Planning, Microsoft Word, Social Media Marketing, Customer Service, Marketing, Public Relations, Event Management, Facebook, Outlook, Public Speaking, Research, Advertising, Marketing Communications, Market Research, Social Networking, Project Management, Account Management, Online Advertising, Marketing Strategy
Education
The University of Connecticut 2005 — 2009
Bachelor of Arts (BA), Communication Sciences
Newtown High School 2001 — 2005
Morgan Stanley September 2012 - February 2015
Morgan Stanley December 2010 - September 2012
Keiler & Company January 2009 - August 2010
Skills
Social Media, Microsoft Office, PowerPoint, Microsoft Excel, Event Planning, Microsoft Word, Social Media Marketing, Customer Service, Marketing, Public Relations, Event Management, Facebook, Outlook, Public Speaking, Research, Advertising, Marketing Communications, Market Research, Social Networking, Project Management, Account Management, Online Advertising, Marketing Strategy
Education
The University of Connecticut 2005 — 2009
Bachelor of Arts (BA), Communication Sciences
Newtown High School 2001 — 2005
Joe Mekulski's Morgan Stanley Experience June 2015 - Present
Job Product Controller at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Morgan Stanley August 2013 - Present
ALPS, A DST Company September 2012 - August 2013
Elevations Credit Union February 2012 - May 2012
Marriott International May 2011 - July 2011
Skills
Economics, Microsoft Excel, Microeconomics, Financial Analysis, Sales, Investments, Macroeconomics, Fixed Income, Development Economics, Public Speaking, Social Media, PowerPoint, Microsoft Word
Education
University of Colorado at Boulder 2008 — 2012
Economics
Loyola Blakefield High School 2004 — 2008
Morgan Stanley June 2015 - Present
Morgan Stanley August 2013 - Present
ALPS, A DST Company September 2012 - August 2013
Elevations Credit Union February 2012 - May 2012
Marriott International May 2011 - July 2011
Skills
Economics, Microsoft Excel, Microeconomics, Financial Analysis, Sales, Investments, Macroeconomics, Fixed Income, Development Economics, Public Speaking, Social Media, PowerPoint, Microsoft Word
Education
University of Colorado at Boulder 2008 — 2012
Economics
Loyola Blakefield High School 2004 — 2008
Gill Reames Gill Reames's Morgan Stanley Experience 2002 - 2011
Job Wells Fargo Advisors Financial Network, LLC
Industry Financial Services
Experience
Wells Fargo Advisors January 2011 - Present
Morgan Stanley 2002 - 2011
Camden Gas & Oil Company, Inc 1979 - 2002
Skills
Financial Planning, Financial Analysis, Investments, Retirement Planning, Trust Management, Strategic Financial..., Estate Planning, Business Strategy, Risk Management, Insurance, Multi-generational...
Education
University of Colorado at Boulder 1975 — 1979
Bachelor of Science Degree in Finance, Finance, General
Wells Fargo Advisors January 2011 - Present
Morgan Stanley 2002 - 2011
Camden Gas & Oil Company, Inc 1979 - 2002
Skills
Financial Planning, Financial Analysis, Investments, Retirement Planning, Trust Management, Strategic Financial..., Estate Planning, Business Strategy, Risk Management, Insurance, Multi-generational...
Education
University of Colorado at Boulder 1975 — 1979
Bachelor of Science Degree in Finance, Finance, General
David Garr David Garr's Morgan Stanley Experience February 1999 - January 2004
Job Mortgage Banker at NewCastle LLC
Industry Banking
Experience
NewCastle Home Loans 2007 - Present
Prudential Financial February 2004 - March 2007
Morgan Stanley February 1999 - January 2004
Skills
Mortgage Banking, Mortgage Lending, Residential Mortgages, Retirement, Retirement Planning, Series 63, Series 7, Finance, Investments, Sales, Loans, Credit, Financial Advisory, Financial Services, Investment Properties, Loan Origination, Mortgage Underwriting, Mutual Funds, Refinance
Education
University of Connecticut
Wilbraham & Monson Academy
NewCastle Home Loans 2007 - Present
Prudential Financial February 2004 - March 2007
Morgan Stanley February 1999 - January 2004
Skills
Mortgage Banking, Mortgage Lending, Residential Mortgages, Retirement, Retirement Planning, Series 63, Series 7, Finance, Investments, Sales, Loans, Credit, Financial Advisory, Financial Services, Investment Properties, Loan Origination, Mortgage Underwriting, Mutual Funds, Refinance
Education
University of Connecticut
Wilbraham & Monson Academy
David Sassen David Sassen's Morgan Stanley Experience March 2015 - Present
Job Registered Assoicate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2015 - Present
UBS February 2012 - March 2015
Colorado Avalanche Hockey Team August 2010 - December 2010
University of Colorado Athletic Department September 2007 - December 2010
First Investors Corporation June 2010 - August 2010
University Of Colorado Interfraternity Council November 2008 - November 2009
Zeta Beta Tau October 2007 - October 2008
Education
University of Colorado at Boulder - Leeds School of Business 2006 — 2010
Business Adminstration, Finance
Reseda High School 2002 — 2006
High School Diploma
Morgan Stanley March 2015 - Present
UBS February 2012 - March 2015
Colorado Avalanche Hockey Team August 2010 - December 2010
University of Colorado Athletic Department September 2007 - December 2010
First Investors Corporation June 2010 - August 2010
University Of Colorado Interfraternity Council November 2008 - November 2009
Zeta Beta Tau October 2007 - October 2008
Education
University of Colorado at Boulder - Leeds School of Business 2006 — 2010
Business Adminstration, Finance
Reseda High School 2002 — 2006
High School Diploma
Randall McConnell Randall McConnell's Morgan Stanley Experience 1981 - 1986
Job Consultant/Owner at Cerebral Co.
Industry Investment Banking
Experience
Cerebral Co. July 1986 - Present
IBM March 1997 - July 2002
Morgan Stanley 1981 - 1986
Education
University of Colorado Denver 1981 — 1982
Business, International Finance
University of Nevada-Reno 1970 — 1973
Psychology, Anthropology, Political Science
University of Southern California 1962 — 1963
Political Science, Pre-Law
Cerebral Co. July 1986 - Present
IBM March 1997 - July 2002
Morgan Stanley 1981 - 1986
Education
University of Colorado Denver 1981 — 1982
Business, International Finance
University of Nevada-Reno 1970 — 1973
Psychology, Anthropology, Political Science
University of Southern California 1962 — 1963
Political Science, Pre-Law
William McIntosh's Morgan Stanley Experience November 2000 - July 2008
Job Investment Consultant
Industry Financial Services
Experience
TD Ameritrade November 2009 - Present
ToY Loft HOA October 2014 - Present
Morgan Stanley November 2000 - July 2008
Donaldson, Lufkin & Jenrette August 1999 - November 2000
Open Door Theater 1994 - 1999
Skills
Financial Planning, Series 66, Series 7, Retirement Planning, Series 65, Client Relations
Education
University of Colorado Boulder 1989 — 1993
BFA, Performance
DePaul University
TD Ameritrade November 2009 - Present
ToY Loft HOA October 2014 - Present
Morgan Stanley November 2000 - July 2008
Donaldson, Lufkin & Jenrette August 1999 - November 2000
Open Door Theater 1994 - 1999
Skills
Financial Planning, Series 66, Series 7, Retirement Planning, Series 65, Client Relations
Education
University of Colorado Boulder 1989 — 1993
BFA, Performance
DePaul University
Michael Whyte's Morgan Stanley Experience April 2004 - February 2007
Job Real Estate Investment Professional
Industry Real Estate
Experience
Waterfall Asset Management June 2015 - Present
EY December 2014 - March 2015
EY December 2013 - March 2014
Sentinel Real Estate December 2012 - September 2013
Signal 29 LLC January 2011 - December 2012
MPC Properties & Merrill Lynch June 2008 - January 2011
Hillenbrand Partners April 2007 - May 2008
Morgan Stanley April 2004 - February 2007
Ernst & Young August 1997 - March 2004
Skills
Asset Management, Real Estate Economics, Investment Properties, CMBS, Real Estate Development, Portfolio Management, Due Diligence, Asset Managment, Real Estate valuation, Property Management, Property, Securitization, Commercial Leasing, Real Estate Due..., Underwriting, Real Estate Finance, Real Estate Investment, Argus Modeling, Subordinated Debt, B-Notes, Non-performing Loans, Appraisals, Valuation, Commercial Real Estate, Financial Analysis, Private Equity, Real Estate, Financial Modeling, Management, Investments
Education
The University of Connecticut
Bachelor of Science, Finance
Waterfall Asset Management June 2015 - Present
EY December 2014 - March 2015
EY December 2013 - March 2014
Sentinel Real Estate December 2012 - September 2013
Signal 29 LLC January 2011 - December 2012
MPC Properties & Merrill Lynch June 2008 - January 2011
Hillenbrand Partners April 2007 - May 2008
Morgan Stanley April 2004 - February 2007
Ernst & Young August 1997 - March 2004
Skills
Asset Management, Real Estate Economics, Investment Properties, CMBS, Real Estate Development, Portfolio Management, Due Diligence, Asset Managment, Real Estate valuation, Property Management, Property, Securitization, Commercial Leasing, Real Estate Due..., Underwriting, Real Estate Finance, Real Estate Investment, Argus Modeling, Subordinated Debt, B-Notes, Non-performing Loans, Appraisals, Valuation, Commercial Real Estate, Financial Analysis, Private Equity, Real Estate, Financial Modeling, Management, Investments
Education
The University of Connecticut
Bachelor of Science, Finance
Matt Mitola Matt Mitola's Morgan Stanley Experience May 2012 - July 2012
Job Student at The University of Connecticut
Industry Financial Services
Experience
EY August 2015 - Present
New York Life Insurance Company September 2013 - Present
Morgan Stanley May 2012 - July 2012
West Orange Baseball League June 2009 - July 2012
Mitola Deli June 2007 - July 2012
Skills
•Can operate all..., Economics, Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Word, Microsoft Office, Teamwork, Data Analysis, Customer Service, Access, Time Management, Investments, Financial Modeling, Mutual Funds, Finance
Education
The University of Connecticut 2009 — 2013
Bachelor's degree, Economics
EY August 2015 - Present
New York Life Insurance Company September 2013 - Present
Morgan Stanley May 2012 - July 2012
West Orange Baseball League June 2009 - July 2012
Mitola Deli June 2007 - July 2012
Skills
•Can operate all..., Economics, Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Word, Microsoft Office, Teamwork, Data Analysis, Customer Service, Access, Time Management, Investments, Financial Modeling, Mutual Funds, Finance
Education
The University of Connecticut 2009 — 2013
Bachelor's degree, Economics
James Marinaro James Marinaro's Morgan Stanley Experience August 2015 - Present
Job Internal Auditor at Morgan Stanley
Industry Accounting
Experience
Morgan Stanley August 2015 - Present
United Technologies January 2014 - August 2015
United Technologies January 2013 - December 2013
The Hartford October 2012 - January 2013
KPMG, LLP August 2010 - July 2012
Skills
Accounting, Auditing, Finance, Financial Reporting, Internal Controls, Sarbanes-Oxley Act, External Audit, GAAP, US GAAP, Leadership, Internal Audit, Microsoft Excel, Financial Accounting, Process Improvement, Financial Audits, Variance Analysis
Education
The University of Connecticut 2006 — 2010
BS, Accounting
Morgan Stanley August 2015 - Present
United Technologies January 2014 - August 2015
United Technologies January 2013 - December 2013
The Hartford October 2012 - January 2013
KPMG, LLP August 2010 - July 2012
Skills
Accounting, Auditing, Finance, Financial Reporting, Internal Controls, Sarbanes-Oxley Act, External Audit, GAAP, US GAAP, Leadership, Internal Audit, Microsoft Excel, Financial Accounting, Process Improvement, Financial Audits, Variance Analysis
Education
The University of Connecticut 2006 — 2010
BS, Accounting
Melissa Richards Melissa Richards's Morgan Stanley Experience 2004 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2004 - Present
Morgan Stanley 2004 - 2007
BNP Paribas 1996 - 2004
Credit Suisse 1991 - 1996
Sumitomo Mitsui Banking Corporation 1989 - 1991
Skills
Private Equity, Derivatives, Alternative Investments, Capital Markets
Education
University of Colorado at Boulder 1986 — 1988
Bachelor of Science (BS), Finance, General
Wake Forest University 1984 — 1986
Spanish Language and Literature
Morgan Stanley 2004 - Present
Morgan Stanley 2004 - 2007
BNP Paribas 1996 - 2004
Credit Suisse 1991 - 1996
Sumitomo Mitsui Banking Corporation 1989 - 1991
Skills
Private Equity, Derivatives, Alternative Investments, Capital Markets
Education
University of Colorado at Boulder 1986 — 1988
Bachelor of Science (BS), Finance, General
Wake Forest University 1984 — 1986
Spanish Language and Literature
Brandon Rizzo Brandon Rizzo's Morgan Stanley Experience January 2013 - Present
Job Registered Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2013 - Present
Morgan Stanley May 2012 - December 2012
Skills
Series 7, Series 66
Education
University of Colorado Boulder
Economics, Econometrics and Quantitative Economics
Morgan Stanley January 2013 - Present
Morgan Stanley May 2012 - December 2012
Skills
Series 7, Series 66
Education
University of Colorado Boulder
Economics, Econometrics and Quantitative Economics
Jeremy Bernstein Jeremy Bernstein's Morgan Stanley Experience July 2008 - July 2011
Job Investment Banker
Industry Financial Services
Experience
Wells Fargo Securities August 2011 - April 2015
Morgan Stanley July 2008 - July 2011
Morgan Stanley June 2007 - August 2007
Merrill Lynch June 2006 - August 2006
Skills
Finance, Investment Banking, Series 7, Series 63, Capital Markets, Financial Modeling, Securities, Due Diligence, Municipal Bonds, Derivatives, Credit Analysis, Fixed Income, Public-private...
Education
University of Colorado Boulder - Leeds School of Business 2004 — 2008
Bachelors of Science in Business Administration, Finance
Wells Fargo Securities August 2011 - April 2015
Morgan Stanley July 2008 - July 2011
Morgan Stanley June 2007 - August 2007
Merrill Lynch June 2006 - August 2006
Skills
Finance, Investment Banking, Series 7, Series 63, Capital Markets, Financial Modeling, Securities, Due Diligence, Municipal Bonds, Derivatives, Credit Analysis, Fixed Income, Public-private...
Education
University of Colorado Boulder - Leeds School of Business 2004 — 2008
Bachelors of Science in Business Administration, Finance
Emily Salimbene's Morgan Stanley Experience July 2014 - Present
Job Client Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2014 - Present
UBS April 2012 - July 2014
Education
The University of Connecticut 2007 — 2011
Bachelor of Arts (BA), Psychology
Quince Orchard High School 2004 — 2007
Morgan Stanley July 2014 - Present
UBS April 2012 - July 2014
Education
The University of Connecticut 2007 — 2011
Bachelor of Arts (BA), Psychology
Quince Orchard High School 2004 — 2007
David G. Hibbs David G. Hibbs's Morgan Stanley Experience 2000 - 2005
Job Managing Director Senior Relationship Management at Bank of America
Industry Banking
Experience
Bank of America July 2005 - July 2014
Morgan Stanley 2000 - 2005
Thomas Weisel Partners 1999 - 2000
Deutsche Bank 1992 - 1999
Skills
Banking, Credit, Loans, Mortgage Lending, Retail Banking, Commercial Banking, Credit Analysis, Risk Management, Credit Risk, Relationship Management, Mortgage Banking, Commercial Lending, Loan Origination, Financial Analysis, Credit Cards, Customer Service, Consumer Lending, Financial Risk, Business Analysis, Sales, Management, Investments, Capital Markets, Fixed Income, Equities
Education
University of Connecticut
Bachelor of Science (BS), Finance, General
Bank of America July 2005 - July 2014
Morgan Stanley 2000 - 2005
Thomas Weisel Partners 1999 - 2000
Deutsche Bank 1992 - 1999
Skills
Banking, Credit, Loans, Mortgage Lending, Retail Banking, Commercial Banking, Credit Analysis, Risk Management, Credit Risk, Relationship Management, Mortgage Banking, Commercial Lending, Loan Origination, Financial Analysis, Credit Cards, Customer Service, Consumer Lending, Financial Risk, Business Analysis, Sales, Management, Investments, Capital Markets, Fixed Income, Equities
Education
University of Connecticut
Bachelor of Science (BS), Finance, General
Marcia May Marcia May's Morgan Stanley Experience December 2011 - June 2012
Job Program Manager Value Enablement at Taulia, Inc.
Industry Financial Services
Experience
Taulia, Inc. September 2014 - Present
Nextrust, Inc. October 2013 - August 2014
Morgan Stanley December 2011 - June 2012
Weilenmann School of Discovery June 2010 - March 2011
Fidelity Investments April 2003 - July 2008
Charles Schwab February 1997 - October 2001
Transamerica June 1996 - January 1997
Fidelity Investments January 1994 - June 1996
Skills
Relationship Management, SaaS, New Business Development, Strategic Planning, Start-ups, Strategy, Financial Services, Business Development, Program Management, Business Process..., Software Project..., Retirement Planning, Human Resources, Investments, Account Management
Education
Westminster College
MAcc Candidate
The University of Connecticut
BS
Taulia, Inc. September 2014 - Present
Nextrust, Inc. October 2013 - August 2014
Morgan Stanley December 2011 - June 2012
Weilenmann School of Discovery June 2010 - March 2011
Fidelity Investments April 2003 - July 2008
Charles Schwab February 1997 - October 2001
Transamerica June 1996 - January 1997
Fidelity Investments January 1994 - June 1996
Skills
Relationship Management, SaaS, New Business Development, Strategic Planning, Start-ups, Strategy, Financial Services, Business Development, Program Management, Business Process..., Software Project..., Retirement Planning, Human Resources, Investments, Account Management
Education
Westminster College
MAcc Candidate
The University of Connecticut
BS
Harrison Neff Harrison Neff's Morgan Stanley Experience May 2009 - August 2009
Job Partner Engineer at Twitter
Industry Financial Services
Experience
Twitter September 2015 - Present
Eldorado Trading Group Colorado January 2014 - July 2015
FactSet Research Systems July 2012 - August 2013
University of Colorado at Boulder January 2012 - June 2012
University of Colorado at Boulder August 2011 - May 2012
Investor Relations Group May 2011 - August 2011
Morgan Stanley May 2009 - August 2009
Skills
Microsoft Excel, Financial Analysis, Microsoft Office, Data Analysis, Financial Modeling, Public Speaking, Market Research, Analysis, Investments, Portfolio Management, Research, Finance, Economics, Leadership, Valuation
Education
University of Colorado at Boulder - Leeds School of Business 2008 — 2012
Bachelor of Science, Finance
Twitter September 2015 - Present
Eldorado Trading Group Colorado January 2014 - July 2015
FactSet Research Systems July 2012 - August 2013
University of Colorado at Boulder January 2012 - June 2012
University of Colorado at Boulder August 2011 - May 2012
Investor Relations Group May 2011 - August 2011
Morgan Stanley May 2009 - August 2009
Skills
Microsoft Excel, Financial Analysis, Microsoft Office, Data Analysis, Financial Modeling, Public Speaking, Market Research, Analysis, Investments, Portfolio Management, Research, Finance, Economics, Leadership, Valuation
Education
University of Colorado at Boulder - Leeds School of Business 2008 — 2012
Bachelor of Science, Finance
Peter Vitali Peter Vitali's Morgan Stanley Experience May 2015 - Present
Job Wealth Management
Industry Financial Services
Experience
Morgan Stanley May 2015 - Present
South Central PGA March 2014 - September 2015
Gaillardia Country Club October 2003 - September 2014
Old Marsh Golf Club October 1999 - October 2003
Nantucket Golf Club March 2002 - November 2002
Cohasset Golf Club March 1996 - November 1996
Skills
Golf Courses, Event Management, Customer Service, Hospitality, Management, Catering, Hospitality Management, Public Relations, Food & Beverage, Real Estate, Coaching, Sales, Public Speaking, Leadership, Strategic Planning, Social Media, Sponsorship, New Business Development, Business Relationship..., Event Planning, Golf
Education
The University of Connecticut 1991 — 1995
BA, Political Science
Notre Dame High School 1987 — 1991
Hockey and Golf
Morgan Stanley May 2015 - Present
South Central PGA March 2014 - September 2015
Gaillardia Country Club October 2003 - September 2014
Old Marsh Golf Club October 1999 - October 2003
Nantucket Golf Club March 2002 - November 2002
Cohasset Golf Club March 1996 - November 1996
Skills
Golf Courses, Event Management, Customer Service, Hospitality, Management, Catering, Hospitality Management, Public Relations, Food & Beverage, Real Estate, Coaching, Sales, Public Speaking, Leadership, Strategic Planning, Social Media, Sponsorship, New Business Development, Business Relationship..., Event Planning, Golf
Education
The University of Connecticut 1991 — 1995
BA, Political Science
Notre Dame High School 1987 — 1991
Hockey and Golf
Evan Eastburn's Morgan Stanley Experience April 2011 - June 2011
Job Offensive Coordinator/QB Coach, Black Hills State University
Industry Sports
Experience
Black Hills State University February 2015 - Present
Coe College June 2014 - February 2015
Southwest Minnesota State University July 2012 - July 2014
Pomona High School July 2011 - June 2012
Fairview Highschool April 2008 - September 2011
Morgan Stanley April 2011 - June 2011
University of Maryland 2006 - 2008
Skills
Athletics, Recruiting, Football, Coaching, Leadership, Strength & Conditioning, Scouting, Sports Management, Sports, Time Management, Sports Marketing, Analysis, Sports Coaching, Public Speaking, Higher Education, Teaching, Event Planning, Fundraising, Athletic Administration, Physical Education
Education
University of Colorado Boulder 2008 — 2010
Bachelor of Science, Political Science, Public Relations
University of Maryland College Park 2006 — 2008
Political Science, Public relations
Black Hills State University February 2015 - Present
Coe College June 2014 - February 2015
Southwest Minnesota State University July 2012 - July 2014
Pomona High School July 2011 - June 2012
Fairview Highschool April 2008 - September 2011
Morgan Stanley April 2011 - June 2011
University of Maryland 2006 - 2008
Skills
Athletics, Recruiting, Football, Coaching, Leadership, Strength & Conditioning, Scouting, Sports Management, Sports, Time Management, Sports Marketing, Analysis, Sports Coaching, Public Speaking, Higher Education, Teaching, Event Planning, Fundraising, Athletic Administration, Physical Education
Education
University of Colorado Boulder 2008 — 2010
Bachelor of Science, Political Science, Public Relations
University of Maryland College Park 2006 — 2008
Political Science, Public relations
Alex Schmitz, CFP® Alex Schmitz, CFP®'s Morgan Stanley Experience August 2005 - May 2006
Job Director of Financial Planning at One Wealth Advisors
Industry Financial Services
Experience
One Wealth Advisors September 2015 - Present
J.P. Morgan June 2008 - August 2015
Bear Stearns May 2007 - June 2008
Schmitz & Associates May 2006 - May 2007
Morgan Stanley August 2005 - May 2006
Skills
Certified Financial..., Series 7, Series 63, Series 65, Bloomberg, Wealth Management, Mutual Funds, Portfolio Management, Holistic Financial..., Strategic Financial..., Investments, Asset Allocation, Management, Strategy, Equities, Finance, Investment Strategies, Asset Management, Financial Planning, Financial Modeling
Education
NYU School of Continuing and Professional Studies 2010 — 2011
Certified Financial Planning Program, Investments Retirement Planning Estate Planning Income Tax Planning Insurance
University of Colorado Boulder - Leeds School of Business 2002 — 2006
Finance, Business
The Branson School 1998 — 2002
H.S. Diploma, Various
One Wealth Advisors September 2015 - Present
J.P. Morgan June 2008 - August 2015
Bear Stearns May 2007 - June 2008
Schmitz & Associates May 2006 - May 2007
Morgan Stanley August 2005 - May 2006
Skills
Certified Financial..., Series 7, Series 63, Series 65, Bloomberg, Wealth Management, Mutual Funds, Portfolio Management, Holistic Financial..., Strategic Financial..., Investments, Asset Allocation, Management, Strategy, Equities, Finance, Investment Strategies, Asset Management, Financial Planning, Financial Modeling
Education
NYU School of Continuing and Professional Studies 2010 — 2011
Certified Financial Planning Program, Investments Retirement Planning Estate Planning Income Tax Planning Insurance
University of Colorado Boulder - Leeds School of Business 2002 — 2006
Finance, Business
The Branson School 1998 — 2002
H.S. Diploma, Various
Jake Lucier Jake Lucier's Morgan Stanley Experience June 2013 - August 2013
Job Recruiter at Insight Global
Industry Staffing and Recruiting
Experience
Insight Global September 2015 - Present
Keystone Mortgage Corporation May 2014 - August 2014
Morgan Stanley June 2013 - August 2013
Coto De Caza Country Club May 2012 - August 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Research, Customer Service, Time Management, Leadership, Social Media, Social Media Marketing
Education
University of Colorado Boulder 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Real Estate, Senior
University of Colorado Boulder - Leeds School of Business 2011 — 2015
Finance, General
Insight Global September 2015 - Present
Keystone Mortgage Corporation May 2014 - August 2014
Morgan Stanley June 2013 - August 2013
Coto De Caza Country Club May 2012 - August 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Research, Customer Service, Time Management, Leadership, Social Media, Social Media Marketing
Education
University of Colorado Boulder 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Real Estate, Senior
University of Colorado Boulder - Leeds School of Business 2011 — 2015
Finance, General
Paige Betancourt Paige Betancourt's Morgan Stanley Experience January 2014 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2014 - Present
Niche Media June 2012 - December 2013
Niche Media LLC May 2011 - January 2012
Delta Gamma December 2010 - 2012
J.Crew May 2010 - August 2011
Delta Gamma April 2010 - December 2010
Skills
Event Management, Social Media, Facebook, Event Planning, Microsoft Office, Cision, Social Networking, Public Speaking, PowerPoint, Blogging, Public Relations, Tumblr, Management, Press Releases, Business Development
Education
The University of Connecticut 2008 — 2012
BA, Communications and Sociology
Morgan Stanley January 2014 - Present
Niche Media June 2012 - December 2013
Niche Media LLC May 2011 - January 2012
Delta Gamma December 2010 - 2012
J.Crew May 2010 - August 2011
Delta Gamma April 2010 - December 2010
Skills
Event Management, Social Media, Facebook, Event Planning, Microsoft Office, Cision, Social Networking, Public Speaking, PowerPoint, Blogging, Public Relations, Tumblr, Management, Press Releases, Business Development
Education
The University of Connecticut 2008 — 2012
BA, Communications and Sociology
Irene Moser Irene Moser's Morgan Stanley Experience September 2002 - February 2003
Job Manager, Administration at Soluxe Energy Solutions
Industry Renewables & Environment
Experience
Solomon Energy Inc. September 2014 - Present
Soluxe Inc. October 2011 - Present
McKinsey & Company February 2011 - October 2011
MXenergy May 2006 - March 2011
Thomson Learning April 2003 - February 2006
Morgan Stanley September 2002 - February 2003
Realty Guild, Inc August 1997 - July 2002
Billiard Player (during college) January 1993 - January 1999
Skills
Certified Personal..., Management, Strategy, Recruiting, Event Planning, Human Resources, Event Management, Business Development, Analysis, Strategic Planning, Project Planning, Time Management, Outlook, Visio, Advertising, Direct Marketing
Education
The University of Connecticut 1994 — 2000
B.G.S, Business
Norwalk Community Technical College 1993 — 1994
A.S, Management
Solomon Energy Inc. September 2014 - Present
Soluxe Inc. October 2011 - Present
McKinsey & Company February 2011 - October 2011
MXenergy May 2006 - March 2011
Thomson Learning April 2003 - February 2006
Morgan Stanley September 2002 - February 2003
Realty Guild, Inc August 1997 - July 2002
Billiard Player (during college) January 1993 - January 1999
Skills
Certified Personal..., Management, Strategy, Recruiting, Event Planning, Human Resources, Event Management, Business Development, Analysis, Strategic Planning, Project Planning, Time Management, Outlook, Visio, Advertising, Direct Marketing
Education
The University of Connecticut 1994 — 2000
B.G.S, Business
Norwalk Community Technical College 1993 — 1994
A.S, Management
Spencer Padway's Morgan Stanley Experience June 2007 - August 2007
Job Director of Performance Marketing at Sellpoints
Industry Marketing and Advertising
Experience
Sellpoints, Inc. November 2014 - Present
Sellpoints 2013 - 2014
Brandfish August 2010 - June 2013
Legal Motion August 2009 - November 2010
Insurance Personnel Service 2005 - 2010
MOSSBaseball, Inc 2007 - 2009
Morgan Stanley June 2007 - August 2007
Carefree Computers June 2005 - August 2005
Skills
Link Building, Organic Search, SEO, Online Advertising, SEM, Web Analytics, Google Analytics, Social Media Marketing, Email Marketing, E-commerce, Analytics, Digital Marketing, Wordpress, Social Media, Lead Generation, Web Design, Web Development, Web 2.0, WordPress, SEO copywriting, Facebook, Entrepreneurship, CRM, PPC, Online Marketing, HTML 5, SMO, PHP, Web Marketing, Google Adwords, CSS, Digital Strategy, User Experience, Conversion Optimization, Multimedia, Content Management, Landing Page..., Marketing
Education
University of Colorado Boulder - Leeds School of Business 2005 — 2009
Bachelor’s Degree, Business administration with emphasis in finance
Alameda High School 2001 — 2005
Sellpoints, Inc. November 2014 - Present
Sellpoints 2013 - 2014
Brandfish August 2010 - June 2013
Legal Motion August 2009 - November 2010
Insurance Personnel Service 2005 - 2010
MOSSBaseball, Inc 2007 - 2009
Morgan Stanley June 2007 - August 2007
Carefree Computers June 2005 - August 2005
Skills
Link Building, Organic Search, SEO, Online Advertising, SEM, Web Analytics, Google Analytics, Social Media Marketing, Email Marketing, E-commerce, Analytics, Digital Marketing, Wordpress, Social Media, Lead Generation, Web Design, Web Development, Web 2.0, WordPress, SEO copywriting, Facebook, Entrepreneurship, CRM, PPC, Online Marketing, HTML 5, SMO, PHP, Web Marketing, Google Adwords, CSS, Digital Strategy, User Experience, Conversion Optimization, Multimedia, Content Management, Landing Page..., Marketing
Education
University of Colorado Boulder - Leeds School of Business 2005 — 2009
Bachelor’s Degree, Business administration with emphasis in finance
Alameda High School 2001 — 2005
Embry Gillet Embry Gillet's Morgan Stanley Experience May 2014 - August 2014
Job Operations Associate at Brown Advisory
Industry Financial Services
Experience
Brown Advisory March 2015 - Present
T. Rowe Price September 2014 - December 2014
Morgan Stanley May 2014 - August 2014
Studio West Interiors April 2013 - February 2014
Ink Monstr April 2013 - June 2013
Under Armour November 2012 - April 2013
Vail Resorts October 2012 - April 2013
Real Baby May 2011 - December 2011
SkiingMagazine & SkiingInteractive May 2011 - September 2011
Skills
Adobe Creative Suite, Illustrator, Photoshop, InDesign, Facebook, Digital Photography, Social Media, Web Design, Photography, Microsoft Office, Marketing, CS5, Social Media Marketing, Skiing, Graphics, WordPress, Final Cut Pro, HTML5, Mac, Video Editing, Graphic Design, Dreamweaver, Flash, Social Networking, Teamwork, PowerPoint, Layout, Branding & Identity, Microsoft Excel, Organizing, Team Leadership, Pinterest, Art Direction, Employee Training
Education
University of Colorado at Boulder 2008 — 2012
BA, Studio Arts
Garrison Forest School 2004 — 2008
High School
Brown Advisory March 2015 - Present
T. Rowe Price September 2014 - December 2014
Morgan Stanley May 2014 - August 2014
Studio West Interiors April 2013 - February 2014
Ink Monstr April 2013 - June 2013
Under Armour November 2012 - April 2013
Vail Resorts October 2012 - April 2013
Real Baby May 2011 - December 2011
SkiingMagazine & SkiingInteractive May 2011 - September 2011
Skills
Adobe Creative Suite, Illustrator, Photoshop, InDesign, Facebook, Digital Photography, Social Media, Web Design, Photography, Microsoft Office, Marketing, CS5, Social Media Marketing, Skiing, Graphics, WordPress, Final Cut Pro, HTML5, Mac, Video Editing, Graphic Design, Dreamweaver, Flash, Social Networking, Teamwork, PowerPoint, Layout, Branding & Identity, Microsoft Excel, Organizing, Team Leadership, Pinterest, Art Direction, Employee Training
Education
University of Colorado at Boulder 2008 — 2012
BA, Studio Arts
Garrison Forest School 2004 — 2008
High School
Michelle Rojas Michelle Rojas's Morgan Stanley Experience May 2013 - June 2014
Job Talent Acquisition Specialist at North Star Staffing Solutions
Industry Staffing and Recruiting
Experience
North Star Staffing Solutions May 2015 - Present
Morgan Stanley May 2013 - June 2014
Robert W. Baird & Co. February 2010 - April 2013
Skills
Payroll, Accounting, Sales, Finance, Financial Analysis
Education
University of Colorado Boulder 2004 — 2009
Bachelor of Arts (B.A.)
North Star Staffing Solutions May 2015 - Present
Morgan Stanley May 2013 - June 2014
Robert W. Baird & Co. February 2010 - April 2013
Skills
Payroll, Accounting, Sales, Finance, Financial Analysis
Education
University of Colorado Boulder 2004 — 2009
Bachelor of Arts (B.A.)
Chris Frantz Chris Frantz's Morgan Stanley Experience 2005 - 2012
Job Managing Director, Senior Portfolio Manager at Catalina Capital Group │ Founder, CEO at Finogy
Industry Investment Management
Experience
Catalina Capital Group 2012 - Present
Morgan Stanley 2005 - 2012
Skills
Investments, Investment Strategies, Series 7, Retirement Planning, Mutual Funds, Strategic Financial..., Series 63, Portfolio Management, Securities, Morningstar, Fixed Income, Equities, Financial Modeling, Asset Managment, Financial Analysis, Bloomberg, Valuation, Financial Planners, Uniform Combined State..., Equity Research, Asset Management, Investment Management, Finance, Asset Allocation, Alternative Investments, Investment Advisory, Hedge Funds, Series 65, Financial Planning
Education
University of Colorado at Boulder - Leeds School of Business
BS, Finance, Entrepreneurship
Catalina Capital Group 2012 - Present
Morgan Stanley 2005 - 2012
Skills
Investments, Investment Strategies, Series 7, Retirement Planning, Mutual Funds, Strategic Financial..., Series 63, Portfolio Management, Securities, Morningstar, Fixed Income, Equities, Financial Modeling, Asset Managment, Financial Analysis, Bloomberg, Valuation, Financial Planners, Uniform Combined State..., Equity Research, Asset Management, Investment Management, Finance, Asset Allocation, Alternative Investments, Investment Advisory, Hedge Funds, Series 65, Financial Planning
Education
University of Colorado at Boulder - Leeds School of Business
BS, Finance, Entrepreneurship
Jeff Elinsky's Morgan Stanley Experience January 2004 - December 2007
Job Vice President Investments at First Financial Equity Corporation
Industry Financial Services
Experience
First Financial Equity Corporation May 2012 - Present
Elevations Credit Union June 2009 - May 2012
Merrill Lynch December 2007 - December 2008
Morgan Stanley January 2004 - December 2007
Washington Mutual June 2002 - December 2003
Marsh March 1999 - June 2002
Skills
Finance, Investments, Wealth Management, Management, Series 7, Leadership, Mutual Funds, Financial Planning, Financial Services, Financial Analysis
Education
University of Colorado Denver 1995 — 1999
MBA, General
William & Mary
BA, English
First Financial Equity Corporation May 2012 - Present
Elevations Credit Union June 2009 - May 2012
Merrill Lynch December 2007 - December 2008
Morgan Stanley January 2004 - December 2007
Washington Mutual June 2002 - December 2003
Marsh March 1999 - June 2002
Skills
Finance, Investments, Wealth Management, Management, Series 7, Leadership, Mutual Funds, Financial Planning, Financial Services, Financial Analysis
Education
University of Colorado Denver 1995 — 1999
MBA, General
William & Mary
BA, English
Matthew Weinberg Matthew Weinberg's Morgan Stanley Experience June 2015 - Present
Job Wealth Management Intern at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Wasserman Media Group May 2014 - June 2014
EZIA Human Performance May 2013 - August 2013
Alcon LenSx, Inc. November 2012 - December 2012
Skills
Marketing, Finance, Sales, Social Media, PowerPoint, Social Media Marketing, Customer Service, Microsoft Excel, Business Planning
Education
University of Colorado Boulder - Leeds School of Business 2012 — 2016
Business Finance
University of Colorado Boulder
Bachelor of Business Administration (B.B.A.), Finance, General, Junior
Morgan Stanley June 2015 - Present
Wasserman Media Group May 2014 - June 2014
EZIA Human Performance May 2013 - August 2013
Alcon LenSx, Inc. November 2012 - December 2012
Skills
Marketing, Finance, Sales, Social Media, PowerPoint, Social Media Marketing, Customer Service, Microsoft Excel, Business Planning
Education
University of Colorado Boulder - Leeds School of Business 2012 — 2016
Business Finance
University of Colorado Boulder
Bachelor of Business Administration (B.B.A.), Finance, General, Junior
Ilyse Zack Ilyse Zack's Morgan Stanley Experience August 2007 - January 2008
Job Coordinator at Los Angeles Kings
Industry Online Media
Experience
Los Angeles Kings September 2015 - Present
Ufasco April 2013 - Present
Los Angeles Kings February 2015 - September 2015
Chloe + Isabel Inc. March 2014 - June 2015
Load Delivered Logistics, LLC October 2013 - September 2014
OrderAhead August 2012 - June 2013
Groupon April 2011 - August 2012
Enterprise Rent-A-Car July 2010 - April 2011
Levi Strauss and Co August 2009 - June 2010
Morgan Stanley August 2007 - January 2008
Skills
Customer Satisfaction, Team Building, Social Media Marketing, Social Networking, Social Media, Sales, Salesforce.com, Time Management, Management, Advertising, Teamwork, Facebook, Marketing, Event Planning, Event Management, Fundraising, Account Management, Online Advertising, Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Marketing Communications, Online Marketing, Marketing Strategy, Market Research, Email Marketing, Cold Calling, Public Relations, Digital Marketing, Lead Generation, Networking, Integrated Marketing, Google Analytics
Education
University of Colorado Boulder 2006 — 2010
Bachelor of Arts and Science, Psychology
Loyola Academy College Preparatory High School 2002 — 2006
High School Diploma
Los Angeles Kings September 2015 - Present
Ufasco April 2013 - Present
Los Angeles Kings February 2015 - September 2015
Chloe + Isabel Inc. March 2014 - June 2015
Load Delivered Logistics, LLC October 2013 - September 2014
OrderAhead August 2012 - June 2013
Groupon April 2011 - August 2012
Enterprise Rent-A-Car July 2010 - April 2011
Levi Strauss and Co August 2009 - June 2010
Morgan Stanley August 2007 - January 2008
Skills
Customer Satisfaction, Team Building, Social Media Marketing, Social Networking, Social Media, Sales, Salesforce.com, Time Management, Management, Advertising, Teamwork, Facebook, Marketing, Event Planning, Event Management, Fundraising, Account Management, Online Advertising, Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Marketing Communications, Online Marketing, Marketing Strategy, Market Research, Email Marketing, Cold Calling, Public Relations, Digital Marketing, Lead Generation, Networking, Integrated Marketing, Google Analytics
Education
University of Colorado Boulder 2006 — 2010
Bachelor of Arts and Science, Psychology
Loyola Academy College Preparatory High School 2002 — 2006
High School Diploma
Michelle Cuellar Michelle Cuellar's Morgan Stanley Experience 2003 - 2003
Job Senior Financial Analyst at Denver Water
Industry Utilities
Experience
Denver Water August 2013 - Present
Denver Water May 2012 - August 2014
Denver Water October 2008 - May 2012
Vitrolife 2006 - 2008
Ernst & Young 2004 - 2006
Morgan Stanley 2003 - 2003
US Army 1993 - 1999
Skills
Payroll, Fixed Assets, General Ledger, Job Costing, Accounts Payable, Accounts Receivable, Peoplesoft, Kronos Timekeeping, JD Edwards, Cognos, PeopleSoft, Process Improvement, Internal Controls, Managerial Finance, Financial Reporting, Invoicing
Education
University of Colorado at Denver 1999 — 2003
Bachelor of Science (B.S.), Accounting and Finance
APA Training LA 9-2012
Kingsburg Joint Union High School
Denver Water August 2013 - Present
Denver Water May 2012 - August 2014
Denver Water October 2008 - May 2012
Vitrolife 2006 - 2008
Ernst & Young 2004 - 2006
Morgan Stanley 2003 - 2003
US Army 1993 - 1999
Skills
Payroll, Fixed Assets, General Ledger, Job Costing, Accounts Payable, Accounts Receivable, Peoplesoft, Kronos Timekeeping, JD Edwards, Cognos, PeopleSoft, Process Improvement, Internal Controls, Managerial Finance, Financial Reporting, Invoicing
Education
University of Colorado at Denver 1999 — 2003
Bachelor of Science (B.S.), Accounting and Finance
APA Training LA 9-2012
Kingsburg Joint Union High School
Cary Waelter Cary Waelter's Morgan Stanley Experience May 1999 - September 2001
Job Executive Director, Santander Real Estate Capital
Industry Commercial Real Estate
Experience
Santander Bank, N.A. December 2013 - Present
Astoria Federal Savings August 2011 - November 2013
CREMG September 2009 - August 2011
Sovereign Bank May 2004 - March 2009
CLW Partners September 2001 - May 2004
Morgan Stanley May 1999 - September 2001
Chase Manhattan Bank January 1989 - May 1999
Real Estate Research Corporation September 1987 - January 1989
Skills
Valuation, Securitization, Mortgage Banking, Finance, Real Estate Financing, Commercial Real Estate, Credit Risk, Financial Services, Capital Markets, Relationship Management
Education
Appraisal Institute 1988 — 1991
University of Connecticut 1983 — 1987
BS, Business Administration, Major in Finance
Chase Manhattan Credit Training Program
Santander Bank, N.A. December 2013 - Present
Astoria Federal Savings August 2011 - November 2013
CREMG September 2009 - August 2011
Sovereign Bank May 2004 - March 2009
CLW Partners September 2001 - May 2004
Morgan Stanley May 1999 - September 2001
Chase Manhattan Bank January 1989 - May 1999
Real Estate Research Corporation September 1987 - January 1989
Skills
Valuation, Securitization, Mortgage Banking, Finance, Real Estate Financing, Commercial Real Estate, Credit Risk, Financial Services, Capital Markets, Relationship Management
Education
Appraisal Institute 1988 — 1991
University of Connecticut 1983 — 1987
BS, Business Administration, Major in Finance
Chase Manhattan Credit Training Program
John Reising John Reising's Morgan Stanley Experience January 2001 - January 2004
Job Owner at Reising Financial
Industry Investment Management
Experience
Reising Financial June 2009 - Present
ING Financial Partners Inc. May 2004 - May 2009
Morgan Stanley January 2001 - January 2004
Dean Witter Reynolds Inc. January 1993 - March 1999
Scantron Corporation September 1988 - August 1993
Skills
Retirement Planning, Retirement, Small Business, Wealth, Asset Protection, Retirement Income..., Strategic Financial..., Investments, Portfolio Management, Insurance, Sales, Financial Services, Management, Finance, Life Insurance, Fixed Annuities, 401k, Disability Insurance, Estate Planning, Financial Advisory, Financial Planners, IRAs, Financial Planning
Education
University of Colorado Boulder - Leeds School of Business 1983 — 1987
BS
Reising Financial June 2009 - Present
ING Financial Partners Inc. May 2004 - May 2009
Morgan Stanley January 2001 - January 2004
Dean Witter Reynolds Inc. January 1993 - March 1999
Scantron Corporation September 1988 - August 1993
Skills
Retirement Planning, Retirement, Small Business, Wealth, Asset Protection, Retirement Income..., Strategic Financial..., Investments, Portfolio Management, Insurance, Sales, Financial Services, Management, Finance, Life Insurance, Fixed Annuities, 401k, Disability Insurance, Estate Planning, Financial Advisory, Financial Planners, IRAs, Financial Planning
Education
University of Colorado Boulder - Leeds School of Business 1983 — 1987
BS
Jack Sharry Jack Sharry's Morgan Stanley Experience September 1985 - December 1992
Job Executive Vice President at LifeYield, LLC
Industry Financial Services
Experience
MMI October 2014 - Present
LifeYield LLC November 2008 - Present
Becket-Chimney Corners YMCA Camps 2005 - July 2013
The Phoenix Companies November 2004 - August 2008
Phoenix Life Insurance Company 1995 - 2008
Phoenix Investment Partners 1995 - 2004
Putnam Investments December 1992 - November 1995
Morgan Stanley September 1985 - December 1992
Dean Witter 1985 - 1992
The Holden Group 1983 - 1985
Skills
Wealth Management, Series 7, Asset Managment, Alternative Investments, Asset Allocation, Series 63, Investments, Mutual Funds, Fixed Annuities, Retirement, Business Strategy, Financial Services, ETFs, Asset Management, Securities, Financial Advisory, Retirement Planning, Investment Management, 401k, Portfolio Management, Insurance, Strategy, Investment Advisory, Hedge Funds, Series 24, Estate Planning, FINRA, Investment Strategies, Personal Finance, Series 6, Separately Managed..., Series 65, Equities, Strategic Financial..., Product Marketing, Product Management, Bonds, Leadership, Relationship Management, Wealth, Investor Relations, Financial Planning
Education
The University of Connecticut 1970 — 1974
BA, English
MMI October 2014 - Present
LifeYield LLC November 2008 - Present
Becket-Chimney Corners YMCA Camps 2005 - July 2013
The Phoenix Companies November 2004 - August 2008
Phoenix Life Insurance Company 1995 - 2008
Phoenix Investment Partners 1995 - 2004
Putnam Investments December 1992 - November 1995
Morgan Stanley September 1985 - December 1992
Dean Witter 1985 - 1992
The Holden Group 1983 - 1985
Skills
Wealth Management, Series 7, Asset Managment, Alternative Investments, Asset Allocation, Series 63, Investments, Mutual Funds, Fixed Annuities, Retirement, Business Strategy, Financial Services, ETFs, Asset Management, Securities, Financial Advisory, Retirement Planning, Investment Management, 401k, Portfolio Management, Insurance, Strategy, Investment Advisory, Hedge Funds, Series 24, Estate Planning, FINRA, Investment Strategies, Personal Finance, Series 6, Separately Managed..., Series 65, Equities, Strategic Financial..., Product Marketing, Product Management, Bonds, Leadership, Relationship Management, Wealth, Investor Relations, Financial Planning
Education
The University of Connecticut 1970 — 1974
BA, English
Blair Gorman Blair Gorman's Morgan Stanley Experience February 2008 - February 2009
Job Assistant Vice President, Sales Training Manager at Legg Mason
Industry Professional Training & Coaching
Experience
Legg Mason August 2011 - Present
AchieveGlobal April 2009 - August 2011
Morgan Stanley February 2008 - February 2009
Old Mutual Investment Partners 2004 - 2007
Jackson National Life January 2002 - 2004
Transamerica Capital 2000 - 2002
Skills
Series 7, Sales Management, Business Strategy, Sales, Talent Management, Training, Needs Analysis, Customer Service, Leadership Development
Education
University of Colorado at Boulder 1995 — 1999
Bachelor of Arts, Spanish
Legg Mason August 2011 - Present
AchieveGlobal April 2009 - August 2011
Morgan Stanley February 2008 - February 2009
Old Mutual Investment Partners 2004 - 2007
Jackson National Life January 2002 - 2004
Transamerica Capital 2000 - 2002
Skills
Series 7, Sales Management, Business Strategy, Sales, Talent Management, Training, Needs Analysis, Customer Service, Leadership Development
Education
University of Colorado at Boulder 1995 — 1999
Bachelor of Arts, Spanish
David Cusano David Cusano's Morgan Stanley Experience July 2013 - Present
Job Vice President, TRAK Fund Solution, Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2013 - Present
Deutsche Bank May 2009 - July 2013
Morgan Stanley March 2008 - May 2009
Morgan Stanley September 2004 - March 2008
Morgan Stanley October 2001 - September 2004
O'Shaughnessy Capital Management 2000 - 2001
Pension Associates 1999 - 2000
Skills
Investment Advisory, Hedge Funds, Managed Accounts, Series 7, Mutual Funds, ETFs, Alternative Investments, Series 63, Fixed Income, FINRA, Securities, Equities, Wealth Management
Education
The University of Connecticut 1994 — 1998
Bachelor of Arts (BA), Economics
Morgan Stanley July 2013 - Present
Deutsche Bank May 2009 - July 2013
Morgan Stanley March 2008 - May 2009
Morgan Stanley September 2004 - March 2008
Morgan Stanley October 2001 - September 2004
O'Shaughnessy Capital Management 2000 - 2001
Pension Associates 1999 - 2000
Skills
Investment Advisory, Hedge Funds, Managed Accounts, Series 7, Mutual Funds, ETFs, Alternative Investments, Series 63, Fixed Income, FINRA, Securities, Equities, Wealth Management
Education
The University of Connecticut 1994 — 1998
Bachelor of Arts (BA), Economics
Nick Cominale, PHR, PRC, CDR, CIR's Morgan Stanley Experience 2002 - 2002
Job Lead Talent Acquisition Partner at ADP
Industry Staffing and Recruiting
Experience
ADP March 2015 - Present
ADP February 2008 - March 2015
Unilever March 2006 - January 2008
Thomson Financial March 2003 - February 2006
Morgan Stanley 2002 - 2002
Alcatel-Lucent (Lucent Technologies) 1999 - 2002
Madison Consulting Resources 1998 - 1999
Aerotek 1997 - 1998
Skills
Recruiting, Applicant Tracking..., Professional Services, Interviews, Taleo, Finance, Financial Services, Onboarding, Employee Training, Accounting, Hiring, Staffing Services, Performance Management, Employee Engagement, Temporary Placement, Management, Sourcing, Talent Acquisition, Contract Recruitment, Strategy, College Recruiting, Deferred Compensation, Workforce Planning, ADP Payroll, HR Consulting, HRIS, Screening Resumes, Human Resources, Employer Branding, Cold Calling, PeopleSoft, Job Descriptions, Employee Benefits, Talent Management, Technical Recruiting, Staff Augmentation, Internet Recruiting, Personnel Management, Benefits Negotiation, Employee Relations, HR Policies, Policy, Payroll, Succession Planning, Resume Writing, Benefits Administration, Permanent Placement, Temporary Staffing, Time Management, Analysis
Education
University of Connecticut 1992 — 1997
BS, HDFR
Ridgefield Memorial HS 1988 — 1992
PCCC
ADP March 2015 - Present
ADP February 2008 - March 2015
Unilever March 2006 - January 2008
Thomson Financial March 2003 - February 2006
Morgan Stanley 2002 - 2002
Alcatel-Lucent (Lucent Technologies) 1999 - 2002
Madison Consulting Resources 1998 - 1999
Aerotek 1997 - 1998
Skills
Recruiting, Applicant Tracking..., Professional Services, Interviews, Taleo, Finance, Financial Services, Onboarding, Employee Training, Accounting, Hiring, Staffing Services, Performance Management, Employee Engagement, Temporary Placement, Management, Sourcing, Talent Acquisition, Contract Recruitment, Strategy, College Recruiting, Deferred Compensation, Workforce Planning, ADP Payroll, HR Consulting, HRIS, Screening Resumes, Human Resources, Employer Branding, Cold Calling, PeopleSoft, Job Descriptions, Employee Benefits, Talent Management, Technical Recruiting, Staff Augmentation, Internet Recruiting, Personnel Management, Benefits Negotiation, Employee Relations, HR Policies, Policy, Payroll, Succession Planning, Resume Writing, Benefits Administration, Permanent Placement, Temporary Staffing, Time Management, Analysis
Education
University of Connecticut 1992 — 1997
BS, HDFR
Ridgefield Memorial HS 1988 — 1992
PCCC
Tom Coxhead, AWM Tom Coxhead, AWM's Morgan Stanley Experience March 1983 - December 1986
Job Senior Vice President Financial Advisor of The Thomas L. Coxhead Investment Group at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management December 1986 - Present
Morgan Stanley March 1983 - December 1986
United Bank of Denver October 1981 - March 1983
Education
University of Colorado Boulder - Leeds School of Business 1977 — 1981
BS, Finance
Regis Jesuit High School 1973 — 1977
College Prep
RBC Wealth Management December 1986 - Present
Morgan Stanley March 1983 - December 1986
United Bank of Denver October 1981 - March 1983
Education
University of Colorado Boulder - Leeds School of Business 1977 — 1981
BS, Finance
Regis Jesuit High School 1973 — 1977
College Prep
Adrian Salageanu's Morgan Stanley Experience October 1993 - March 2008
Job Infrastructure Transformation
Industry Information Technology and Services
Experience
XL Catlin June 2008 - Present
Morgan Stanley October 1993 - March 2008
Connecticut Education Association September 1989 - October 1993
Skills
IT Strategy, ITIL, Business Analysis, Integration, Data Visualization, Refining Processes, Process Redesign, Outsourcing Management, IT Outsourcing, Enterprise Management..., Operational Excellence, IT Service Management, DCIM, Process Automation, Infrastructure..., Vendor Management, Service Delivery
Education
The University of Connecticut
BS, Management Information Systems
XL Catlin June 2008 - Present
Morgan Stanley October 1993 - March 2008
Connecticut Education Association September 1989 - October 1993
Skills
IT Strategy, ITIL, Business Analysis, Integration, Data Visualization, Refining Processes, Process Redesign, Outsourcing Management, IT Outsourcing, Enterprise Management..., Operational Excellence, IT Service Management, DCIM, Process Automation, Infrastructure..., Vendor Management, Service Delivery
Education
The University of Connecticut
BS, Management Information Systems
Jordan Bond, CFA, FRM's Morgan Stanley Experience April 2001 - February 2009
Job Vice President, Portfolio Manager at PIMCO
Industry Investment Management
Experience
PIMCO September 2014 - Present
PIMCO August 2013 - September 2014
PIMCO February 2009 - August 2013
Morgan Stanley April 2001 - February 2009
Skills
Fixed Income, Portfolio Management, Trading, Bonds, Asset Allocation, Bloomberg, Investment Strategies, Financial Modeling, Mutual Funds, Credit Derivatives, Investments, Private Equity, Valuation, Finance, Retirement Planning
Education
University of Southern California - Marshall School of Business 2005 — 2008
MBA, Finance / Investments
University of Colorado Boulder 1996 — 2000
BA, Economics
PIMCO September 2014 - Present
PIMCO August 2013 - September 2014
PIMCO February 2009 - August 2013
Morgan Stanley April 2001 - February 2009
Skills
Fixed Income, Portfolio Management, Trading, Bonds, Asset Allocation, Bloomberg, Investment Strategies, Financial Modeling, Mutual Funds, Credit Derivatives, Investments, Private Equity, Valuation, Finance, Retirement Planning
Education
University of Southern California - Marshall School of Business 2005 — 2008
MBA, Finance / Investments
University of Colorado Boulder 1996 — 2000
BA, Economics
Corey Cregar's Morgan Stanley Experience May 2010 - June 2012
Job
Industry Financial Services
Experience
J.P. Morgan March 2013 - Present
Barclays Capital June 2012 - March 2013
Morgan Stanley May 2010 - June 2012
Citi April 2008 - May 2010
Citigroup Inc. June 2006 - April 2008
Smith Barney November 2004 - June 2006
Skills
Asset Management, Business Analysis
Education
University of Colorado Boulder - Leeds School of Business
B.S.
J.P. Morgan March 2013 - Present
Barclays Capital June 2012 - March 2013
Morgan Stanley May 2010 - June 2012
Citi April 2008 - May 2010
Citigroup Inc. June 2006 - April 2008
Smith Barney November 2004 - June 2006
Skills
Asset Management, Business Analysis
Education
University of Colorado Boulder - Leeds School of Business
B.S.
Dan Murray's Morgan Stanley Experience April 2012 - July 2013
Job Principal, Mirador Capital Partners, LP
Industry Financial Services
Experience
Mirador Capital Partners July 2013 - Present
Morgan Stanley April 2012 - July 2013
Murray Parkway Properties, LLC January 2006 - April 2012
The Manzanita Fund, LP October 2004 - April 2012
MasterBlaster Trading Company, LLC 1998 - 2004
Covalent Trading, LP 1996 - 1998
Skills
Investments, Equities, Portfolio Management, Management, Asset Management, Alternative Investments, Financial Analysis, Asset Managment, Strategy, Securities, Trading, Mutual Funds, Investment Management, Options, ETFs, Finance
Education
University of Colorado Boulder 1990 — 1993
Bachelor of Arts (B.A.), Cum Laude History, Sociology
University of Colorado at Boulder 1990 — 1993
Bachelor of Arts (B.A.), Sociology and History, Cum Laude
University of Wollongong 1992 — 1992
University of San Diego 1989 — 1990
IMS
IMS
MTPS
Webb School of CA
Mirador Capital Partners July 2013 - Present
Morgan Stanley April 2012 - July 2013
Murray Parkway Properties, LLC January 2006 - April 2012
The Manzanita Fund, LP October 2004 - April 2012
MasterBlaster Trading Company, LLC 1998 - 2004
Covalent Trading, LP 1996 - 1998
Skills
Investments, Equities, Portfolio Management, Management, Asset Management, Alternative Investments, Financial Analysis, Asset Managment, Strategy, Securities, Trading, Mutual Funds, Investment Management, Options, ETFs, Finance
Education
University of Colorado Boulder 1990 — 1993
Bachelor of Arts (B.A.), Cum Laude History, Sociology
University of Colorado at Boulder 1990 — 1993
Bachelor of Arts (B.A.), Sociology and History, Cum Laude
University of Wollongong 1992 — 1992
University of San Diego 1989 — 1990
IMS
IMS
MTPS
Webb School of CA
Belal Touryalai's Morgan Stanley Experience July 2014 - Present
Job Business Data Analyst at Morgan Stanley
Industry Computer Software
Experience
Morgan Stanley July 2014 - Present
The Neighborhood Charter School of Harlem September 2013 - Present
Mission Essential Personnel, LLC April 2010 - July 2011
UBS Investment Bank / InSearch Worldwide October 2006 - January 2009
The Hartford 2001 - 2005
Skills
Management, Vendor Management, Leadership, Program Management, Strategic Planning, Process Improvement, Strategy, Applicant Tracking..., Business Analysis, Sales, Databases, Big Data Analytics, SQL, VBA, Java, Python, Data Mining, Data Management, Change Control
Education
University of Connecticut 1997 — 2002
Morgan Stanley July 2014 - Present
The Neighborhood Charter School of Harlem September 2013 - Present
Mission Essential Personnel, LLC April 2010 - July 2011
UBS Investment Bank / InSearch Worldwide October 2006 - January 2009
The Hartford 2001 - 2005
Skills
Management, Vendor Management, Leadership, Program Management, Strategic Planning, Process Improvement, Strategy, Applicant Tracking..., Business Analysis, Sales, Databases, Big Data Analytics, SQL, VBA, Java, Python, Data Mining, Data Management, Change Control
Education
University of Connecticut 1997 — 2002
Brian Thenhaus's Morgan Stanley Experience November 2000 - December 2001
Job
Industry Financial Services
Experience
TIAA-CREF August 2014 - Present
TIAA-CREF April 2012 - August 2014
TIAA-CREF March 2009 - April 2012
TIAA-CREF August 2006 - February 2009
IBM January 2002 - August 2006
Morgan Stanley November 2000 - December 2001
Skills
Strategic Financial..., Financial Analysis, Investments, Business Analysis, Financial Modeling, Data Quality, 403 b, ERISA, Agile Methodologies, Cross-functional Team..., Corporate FP&A, Forecasting, Defined Contribution, Change Management, Problem Solving, Series 7, Mutual Funds, Risk Management, Strategy, Process Improvement, Series 63, Pensions, Financial Services, Finance, Relationship Management, Portfolio Management
Education
University of Colorado at Denver
Master of Business Administration (M.B.A.)
University of Colorado Boulder - Leeds School of Business
B.S. Business Administration, Finance
TIAA-CREF August 2014 - Present
TIAA-CREF April 2012 - August 2014
TIAA-CREF March 2009 - April 2012
TIAA-CREF August 2006 - February 2009
IBM January 2002 - August 2006
Morgan Stanley November 2000 - December 2001
Skills
Strategic Financial..., Financial Analysis, Investments, Business Analysis, Financial Modeling, Data Quality, 403 b, ERISA, Agile Methodologies, Cross-functional Team..., Corporate FP&A, Forecasting, Defined Contribution, Change Management, Problem Solving, Series 7, Mutual Funds, Risk Management, Strategy, Process Improvement, Series 63, Pensions, Financial Services, Finance, Relationship Management, Portfolio Management
Education
University of Colorado at Denver
Master of Business Administration (M.B.A.)
University of Colorado Boulder - Leeds School of Business
B.S. Business Administration, Finance
Allison Rumschik's Morgan Stanley Experience July 2007 - May 2008
Job Sr. Institutional Relationship Manager
Industry Financial Services
Experience
Folio Institutional July 2014 - Present
Ridgeway Conger Advisory Services Inc. December 2012 - June 2014
Ridgeway & Conger, Inc. June 2008 - June 2014
Morgan Stanley July 2007 - May 2008
Merrill Lynch October 2006 - July 2007
Skills
Series 7, Investments, Mutual Funds, Retirement, Recruiting, Financial Advisory, Investment Advisory, Series 63, Securities, Equities, Alternative Investments, Fixed Income, Risk Management, Insurance, Contract Negotiation, FINRA
Education
Leadership Greater Syracuse 2008 — 2008
University of Connecticut 2002 — 2006
Bachelor of Science, Business Administration; Finance
Folio Institutional July 2014 - Present
Ridgeway Conger Advisory Services Inc. December 2012 - June 2014
Ridgeway & Conger, Inc. June 2008 - June 2014
Morgan Stanley July 2007 - May 2008
Merrill Lynch October 2006 - July 2007
Skills
Series 7, Investments, Mutual Funds, Retirement, Recruiting, Financial Advisory, Investment Advisory, Series 63, Securities, Equities, Alternative Investments, Fixed Income, Risk Management, Insurance, Contract Negotiation, FINRA
Education
Leadership Greater Syracuse 2008 — 2008
University of Connecticut 2002 — 2006
Bachelor of Science, Business Administration; Finance
Doreen Kanouse's Morgan Stanley Experience June 2007 - Present
Job Marketing and Retirement Communications
Industry Financial Services
Experience
Morgan Stanley June 2007 - Present
Diversified Investment Advisors 1996 - 2007
RogersCasey 1990 - 1996
Skills
Retirement Planning, Retirement, 401k, Series 7, Asset Allocation, Financial Advisory, Financial Services, Wealth Management, Marketing, Mutual Funds, Investments, Investment Advisory, FINRA
Education
The University of Connecticut 1985 — 1989
Bachelor of Science (B.S.), Finance, General
Morgan Stanley June 2007 - Present
Diversified Investment Advisors 1996 - 2007
RogersCasey 1990 - 1996
Skills
Retirement Planning, Retirement, 401k, Series 7, Asset Allocation, Financial Advisory, Financial Services, Wealth Management, Marketing, Mutual Funds, Investments, Investment Advisory, FINRA
Education
The University of Connecticut 1985 — 1989
Bachelor of Science (B.S.), Finance, General
Jeremy Jaffe's Morgan Stanley Experience May 2004 - August 2004
Job Integration Architect
Industry Information Technology and Services
Experience
Cerner Corporation September 2011 - Present
Cerner Corporation April 2007 - September 2011
Cerner Corporation February 2005 - April 2007
JP Turner & Company, LLC August 2004 - January 2005
Morgan Stanley May 2004 - August 2004
Pacific Living Properties May 2003 - August 2003
Skills
Cerner, Healthcare Information..., CPOE, EHR, EMR, Integration, Software Implementation, Informatics, Software Project..., AIX, Agile Methodologies, HIT, Visio
Education
University of Colorado at Boulder 2001 — 2004
Bachelor's Degree, Economics
University of Oregon - Charles H. Lundquist College of Business 2000 — 2001
Cerner Corporation September 2011 - Present
Cerner Corporation April 2007 - September 2011
Cerner Corporation February 2005 - April 2007
JP Turner & Company, LLC August 2004 - January 2005
Morgan Stanley May 2004 - August 2004
Pacific Living Properties May 2003 - August 2003
Skills
Cerner, Healthcare Information..., CPOE, EHR, EMR, Integration, Software Implementation, Informatics, Software Project..., AIX, Agile Methodologies, HIT, Visio
Education
University of Colorado at Boulder 2001 — 2004
Bachelor's Degree, Economics
University of Oregon - Charles H. Lundquist College of Business 2000 — 2001
Eric Zack's Morgan Stanley Experience June 2006 - May 2007
Job UFASCO inc
Industry Human Resources
Experience
Ufasco May 2014 - Present
ADP June 2013 - May 2014
Enterprise Holdings June 2007 - May 2013
Morgan Stanley June 2006 - May 2007
Skills
Sales, Customer Service, Sales Management, Selling, Customer Satisfaction, Sales Process, New Business Development, Time Management, Retail, Microsoft Excel, Cold Calling, Account Management, Customer Retention, Direct Sales, Marketing, Management, Logistics, Sales Operations, Leadership, Risk Management, Analysis, Forecasting, Salesforce.com, Operations Management, CRM, B2B, Business Development, Team Building, Sales Presentations, Negotiation, Contract Negotiation, Pricing, Human Resources, Profit
Education
University of Colorado at Boulder - Leeds School of Business 2002 — 2006
Bachelor of Business Administration (BBA), Finance, General
Ufasco May 2014 - Present
ADP June 2013 - May 2014
Enterprise Holdings June 2007 - May 2013
Morgan Stanley June 2006 - May 2007
Skills
Sales, Customer Service, Sales Management, Selling, Customer Satisfaction, Sales Process, New Business Development, Time Management, Retail, Microsoft Excel, Cold Calling, Account Management, Customer Retention, Direct Sales, Marketing, Management, Logistics, Sales Operations, Leadership, Risk Management, Analysis, Forecasting, Salesforce.com, Operations Management, CRM, B2B, Business Development, Team Building, Sales Presentations, Negotiation, Contract Negotiation, Pricing, Human Resources, Profit
Education
University of Colorado at Boulder - Leeds School of Business 2002 — 2006
Bachelor of Business Administration (BBA), Finance, General
Norman Mains's Morgan Stanley Experience April 2001 - Present
Job Director of Research at Graystone Research/Morgan Stanley
Industry Financial Services
Experience
morgan Stanley April 2001 - Present
Education
University of Warwick 1969 — 1972
Ph.D., Economics
University of Colorado Boulder 1961 — 1968
morgan Stanley April 2001 - Present
Education
University of Warwick 1969 — 1972
Ph.D., Economics
University of Colorado Boulder 1961 — 1968
Charles Cuozzo's Morgan Stanley Experience January 2010 - May 2011
Job Consultant CPC Software, LLC Financial Firm
Industry Information Technology and Services
Experience
CPC Software, LLC 2008 - Present
Financial Firm February 2015 - Present
Imagineer July 2014 - February 2015
IntegraMed December 2013 - July 2014
Various Financial Firms January 2013 - December 2013
Freepoint Commodities May 2012 - January 2013
Heidmar June 2011 - May 2012
Morgan Stanley January 2010 - May 2011
PartnerRe - Capital Markets Group June 2008 - January 2010
Tremont Group Holdings June 2004 - May 2008
Skills
C#, WCF, LINQ, Silverlight, Entity Framework, Software Development, SQL, Microsoft SQL Server, AJAX, Agile Methodologies, JavaScript, Web Applications, XAML, WPF, Databases, SDLC, Software Project..., Telerik, WPF Development, Web Services API, Dot.Net Web API, REST, Mobile Product..., Android Development
Education
The University of Connecticut 1983 — 1987
Bachelor's degree, Business, Computer Science
CPC Software, LLC 2008 - Present
Financial Firm February 2015 - Present
Imagineer July 2014 - February 2015
IntegraMed December 2013 - July 2014
Various Financial Firms January 2013 - December 2013
Freepoint Commodities May 2012 - January 2013
Heidmar June 2011 - May 2012
Morgan Stanley January 2010 - May 2011
PartnerRe - Capital Markets Group June 2008 - January 2010
Tremont Group Holdings June 2004 - May 2008
Skills
C#, WCF, LINQ, Silverlight, Entity Framework, Software Development, SQL, Microsoft SQL Server, AJAX, Agile Methodologies, JavaScript, Web Applications, XAML, WPF, Databases, SDLC, Software Project..., Telerik, WPF Development, Web Services API, Dot.Net Web API, REST, Mobile Product..., Android Development
Education
The University of Connecticut 1983 — 1987
Bachelor's degree, Business, Computer Science
Bob Sloss's Morgan Stanley Experience 1986 - 2002
Job Executive Recruiter at Lucas Group
Industry Financial Services
Experience
Lucas Group November 2007 - Present
Morgan Stanley 1986 - 2002
Education
University of Connecticut 1976 — 1980
Lucas Group November 2007 - Present
Morgan Stanley 1986 - 2002
Education
University of Connecticut 1976 — 1980
Erick Berkowitz's Morgan Stanley Experience January 2009 - June 2010
Job Director, Compliance & Legal Technology at Point72 Asset Management, L.P.
Industry Information Technology and Services
Experience
Point72 Asset Management, L.P. June 2010 - Present
Morgan Stanley January 2009 - June 2010
Barclays Capital September 2008 - January 2009
Lehman Brothers March 2004 - September 2008
Berkowitz Industries Inc. August 2001 - August 2003
KPMG October 1997 - July 2001
Skills
Capital Markets, Management, Hedge Funds, Equities, Business Analysis, Risk Management, SDLC, Trading Systems, Fixed Income, Asset Management, Derivatives, Investment Banking, Electronic Trading, Trading
Education
University of Colorado Boulder - Leeds School of Business 1991 — 1996
BS, Information Systems
Point72 Asset Management, L.P. June 2010 - Present
Morgan Stanley January 2009 - June 2010
Barclays Capital September 2008 - January 2009
Lehman Brothers March 2004 - September 2008
Berkowitz Industries Inc. August 2001 - August 2003
KPMG October 1997 - July 2001
Skills
Capital Markets, Management, Hedge Funds, Equities, Business Analysis, Risk Management, SDLC, Trading Systems, Fixed Income, Asset Management, Derivatives, Investment Banking, Electronic Trading, Trading
Education
University of Colorado Boulder - Leeds School of Business 1991 — 1996
BS, Information Systems
Kimberly Nelson, CFA's Morgan Stanley Experience November 2004 - December 2005
Job Investment Associate at UBS Financial Services, Inc.
Industry Investment Management
Experience
UBS Financial Services, Inc. May 2011 - Present
Oppenheimer & Co. December 2005 - May 2011
Morgan Stanley November 2004 - December 2005
Sherwood 2004 - 2004
Education
University of Colorado Boulder - Leeds School of Business 2000 — 2004
Bachelor of Science, Business Finance
D'Evelyn 1995 — 2000
High School Diploma, N/A
UBS Financial Services, Inc. May 2011 - Present
Oppenheimer & Co. December 2005 - May 2011
Morgan Stanley November 2004 - December 2005
Sherwood 2004 - 2004
Education
University of Colorado Boulder - Leeds School of Business 2000 — 2004
Bachelor of Science, Business Finance
D'Evelyn 1995 — 2000
High School Diploma, N/A
Daniel P. Donnelly's Morgan Stanley Experience 1998 - 1999
Job Senior Vice President, Head of Investment Communications at Voya Investment Management
Industry Investment Management
Experience
Voya Investment Management June 2009 - Present
BlackRock February 2006 - December 2008
Morgan Stanley Investment Management 2005 - 2006
Columbia Management 2002 - 2005
JP Morgan 1999 - 2002
Morgan Stanley 1998 - 1999
JP Morgan 1996 - 1998
Institutional Investor 1994 - 1996
Skills
Thought Leadership, Team Management, Integrated Marketing, Alternative Investments, Hedge Funds, Mutual Funds, Series 7, FINRA, Fixed Income, Series 63, Equities, Asset Managment, Series 24, Institutional Investors, Intermediary, Investment Management, Versatile Writer, Content Development, Content Writing, Editing, Marketing Strategy, Marketing Communications, Marketing Management, Product Marketing, Strategic Communications, Cross-functional Team..., Team Leadership, Sensitive Information
Education
University of Connecticut 1989 — 1993
BA, Economics and English
Voya Investment Management June 2009 - Present
BlackRock February 2006 - December 2008
Morgan Stanley Investment Management 2005 - 2006
Columbia Management 2002 - 2005
JP Morgan 1999 - 2002
Morgan Stanley 1998 - 1999
JP Morgan 1996 - 1998
Institutional Investor 1994 - 1996
Skills
Thought Leadership, Team Management, Integrated Marketing, Alternative Investments, Hedge Funds, Mutual Funds, Series 7, FINRA, Fixed Income, Series 63, Equities, Asset Managment, Series 24, Institutional Investors, Intermediary, Investment Management, Versatile Writer, Content Development, Content Writing, Editing, Marketing Strategy, Marketing Communications, Marketing Management, Product Marketing, Strategic Communications, Cross-functional Team..., Team Leadership, Sensitive Information
Education
University of Connecticut 1989 — 1993
BA, Economics and English
David Ettenger, CFA's Morgan Stanley Experience April 2010 - May 2014
Job Senior Associate at Bow River Capital Partners
Industry Investment Management
Experience
Bow River Capital Partners May 2014 - Present
Morgan Stanley April 2010 - May 2014
Merriman Curhan Ford & Co. April 2009 - April 2010
Banc of America Securities June 2008 - January 2009
KPMG June 2007 - August 2007
Grey Mountain Partners 2007 - 2007
Denver Investment Advisors January 2005 - April 2005
Skills
Financial Modeling, Equities, Due Diligence, Private Equity, Hedge Funds, Mutual Funds, Series 63, Accounting, Valuation, Investments, Series 7, Bloomberg, Financial Analysis, Equity Research, Asset Management, Alternative Investments, Management, Securities
Education
University of Colorado at Boulder - Leeds School of Business 2007 — 2008
MBA, Accounting Area of Emphasis
University of Colorado at Boulder - Leeds School of Business 2003 — 2007
BS, Accounting
Bow River Capital Partners May 2014 - Present
Morgan Stanley April 2010 - May 2014
Merriman Curhan Ford & Co. April 2009 - April 2010
Banc of America Securities June 2008 - January 2009
KPMG June 2007 - August 2007
Grey Mountain Partners 2007 - 2007
Denver Investment Advisors January 2005 - April 2005
Skills
Financial Modeling, Equities, Due Diligence, Private Equity, Hedge Funds, Mutual Funds, Series 63, Accounting, Valuation, Investments, Series 7, Bloomberg, Financial Analysis, Equity Research, Asset Management, Alternative Investments, Management, Securities
Education
University of Colorado at Boulder - Leeds School of Business 2007 — 2008
MBA, Accounting Area of Emphasis
University of Colorado at Boulder - Leeds School of Business 2003 — 2007
BS, Accounting
Matthew Crosby's Morgan Stanley Experience June 1996 - March 2010
Job employee at Google
Industry Information Services
Experience
Google June 2011 - Present
JP Morgan Chase February 2010 - May 2011
Morgan Stanley June 1996 - March 2010
Education
University of Colorado Boulder 1992 — 1996
BS, Computer Science
Google June 2011 - Present
JP Morgan Chase February 2010 - May 2011
Morgan Stanley June 1996 - March 2010
Education
University of Colorado Boulder 1992 — 1996
BS, Computer Science
Barry Hurewitz's Morgan Stanley Experience May 2000 - December 2013
Job COO Investment Research Division, Managing Director
Industry Financial Services
Experience
UBS December 2013 - Present
Morgan Stanley May 2000 - December 2013
Time Warner 1997 - 2000
McKinsey & Company 1995 - 1997
Skills
Equities, Equity Research, Series 7, Strategy, Financial Services, Business Strategy, Financial Analysis, Capital Markets, Business Analysis, Banking, Financial Markets, Financial Modeling, Investment Banking, Investments, Securities
Education
Harvard Business School 1993 — 1995
MBA, General Management
University of Connecticut 1986 — 1990
BS, Business and Finance
UBS December 2013 - Present
Morgan Stanley May 2000 - December 2013
Time Warner 1997 - 2000
McKinsey & Company 1995 - 1997
Skills
Equities, Equity Research, Series 7, Strategy, Financial Services, Business Strategy, Financial Analysis, Capital Markets, Business Analysis, Banking, Financial Markets, Financial Modeling, Investment Banking, Investments, Securities
Education
Harvard Business School 1993 — 1995
MBA, General Management
University of Connecticut 1986 — 1990
BS, Business and Finance
Lou Aragon's Morgan Stanley Experience February 1997 - May 2012
Job Retired and enjoying time with family
Industry Financial Services
Experience
Retired and enjoying time with family August 2015 - Present
Wells Fargo September 2013 - August 2015
Semi Retired June 2012 - September 2013
Morgan Stanley February 1997 - May 2012
Nations Bank December 1995 - February 1997
Associates Financial Services 1972 - 1995
Skills
Credit, Risk Management, Financial Analysis, Loans, Portfolio Management, Banking, Mortgage Lending, Loan Origination, Loan Servicing, Series 7, Credit Analysis, Asset Management, Financial Services, Wealth Management, Credit Risk, Fixed Income, Securities, Capital Markets, Equities, Mutual Funds, Series 63, Private Banking, Strategic Financial..., Finance, Investments, Cash Management, Commercial Lending, Call Centers, Investment Banking, Relationship Management, Mortgage Banking, Derivatives
Education
University of Colorado Boulder 1985 — 1987
School of Banking
Otero Junior College 1968 — 1970
Retired and enjoying time with family August 2015 - Present
Wells Fargo September 2013 - August 2015
Semi Retired June 2012 - September 2013
Morgan Stanley February 1997 - May 2012
Nations Bank December 1995 - February 1997
Associates Financial Services 1972 - 1995
Skills
Credit, Risk Management, Financial Analysis, Loans, Portfolio Management, Banking, Mortgage Lending, Loan Origination, Loan Servicing, Series 7, Credit Analysis, Asset Management, Financial Services, Wealth Management, Credit Risk, Fixed Income, Securities, Capital Markets, Equities, Mutual Funds, Series 63, Private Banking, Strategic Financial..., Finance, Investments, Cash Management, Commercial Lending, Call Centers, Investment Banking, Relationship Management, Mortgage Banking, Derivatives
Education
University of Colorado Boulder 1985 — 1987
School of Banking
Otero Junior College 1968 — 1970
Steve Schatteman's Morgan Stanley Experience January 2010 - March 2011
Job Chief Technology Officer at Maverick Capital
Industry Financial Services
Experience
Maverick Capital May 2013 - Present
The Bleachers Corporation June 2012 - May 2013
FrontPoint Partners June 2008 - June 2012
Morgan Stanley January 2010 - March 2011
Morgan Stanley June 2008 - January 2010
DRS Technologies October 2006 - June 2008
DRS Technologies May 2002 - September 2006
Skills
Data Center, Network Security, Disaster Recovery, Enterprise Architecture, IT Management, Security, Vendor Management, Trading Systems, Cloud Computing, IT Strategy, Integration, Virtualization, Network Administration, Cisco, Active Directory, VMware, Networking, Infrastructure, Cisco Technologies, Information Technology, SaaS
Education
University of Connecticut 2000 — 2002
BS, Management Information Systems
Maverick Capital May 2013 - Present
The Bleachers Corporation June 2012 - May 2013
FrontPoint Partners June 2008 - June 2012
Morgan Stanley January 2010 - March 2011
Morgan Stanley June 2008 - January 2010
DRS Technologies October 2006 - June 2008
DRS Technologies May 2002 - September 2006
Skills
Data Center, Network Security, Disaster Recovery, Enterprise Architecture, IT Management, Security, Vendor Management, Trading Systems, Cloud Computing, IT Strategy, Integration, Virtualization, Network Administration, Cisco, Active Directory, VMware, Networking, Infrastructure, Cisco Technologies, Information Technology, SaaS
Education
University of Connecticut 2000 — 2002
BS, Management Information Systems
Norman Mains's Morgan Stanley Experience April 2001 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2001 - Present
Carr Global Advisers April 1999 - January 2001
Education
University of Warwick 1968 — 1973
Ph.D., Economics
University of Colorado Boulder 1966 — 1967
M.A., Economics
University of Colorado at Boulder 1963 — 1966
B.A., Economics
Morgan Stanley April 2001 - Present
Carr Global Advisers April 1999 - January 2001
Education
University of Warwick 1968 — 1973
Ph.D., Economics
University of Colorado Boulder 1966 — 1967
M.A., Economics
University of Colorado at Boulder 1963 — 1966
B.A., Economics
Nathan Thomsen, CFP®'s Morgan Stanley Experience 2003 - 2005
Job Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2015 - Present
Fidelity Investments March 2013 - Present
Gartner January 2012 - July 2012
Sagemark Consulting September 2007 - January 2012
Barnum Financial Group 2005 - 2007
Morgan Stanley 2003 - 2005
Education
The University of Connecticut 1999 — 2003
Business Administration, Marketing
Xavier High School
Fidelity Investments October 2015 - Present
Fidelity Investments March 2013 - Present
Gartner January 2012 - July 2012
Sagemark Consulting September 2007 - January 2012
Barnum Financial Group 2005 - 2007
Morgan Stanley 2003 - 2005
Education
The University of Connecticut 1999 — 2003
Business Administration, Marketing
Xavier High School
Jeffery Christian's Morgan Stanley Experience October 2004 - July 2007
Job Chief Risk Officer/Partner at Avalon Global Asset Management, LLC
Industry Investment Banking
Experience
Avalon Global Asset Management, LLC March 2013 - Present
Deutsche Bank July 2012 - March 2013
Morgan Stanley October 2004 - July 2007
Skills
Equities, Derivatives, Hedge Funds, Fixed Income, Capital Markets, Bloomberg, Equity Derivatives, Trading, Options, Investment Banking, Structured Products, Alternative Investments, Series 7, Financial Markets, Valuation, Swaps
Education
University of Colorado Boulder 1992 — 1996
BS, Accounting and Finance
Avalon Global Asset Management, LLC March 2013 - Present
Deutsche Bank July 2012 - March 2013
Morgan Stanley October 2004 - July 2007
Skills
Equities, Derivatives, Hedge Funds, Fixed Income, Capital Markets, Bloomberg, Equity Derivatives, Trading, Options, Investment Banking, Structured Products, Alternative Investments, Series 7, Financial Markets, Valuation, Swaps
Education
University of Colorado Boulder 1992 — 1996
BS, Accounting and Finance
Alex Howell's Morgan Stanley Experience June 2005 - April 2008
Job First Vice PresidentWealth Management at UBS
Industry Financial Services
Experience
UBS Financial Services Inc. April 2008 - Present
Morgan Stanley June 2005 - April 2008
Skills
Retirement Planning
Education
University of Colorado Boulder - Leeds School of Business 2000 — 2004
UBS Financial Services Inc. April 2008 - Present
Morgan Stanley June 2005 - April 2008
Skills
Retirement Planning
Education
University of Colorado Boulder - Leeds School of Business 2000 — 2004
Tom Wynne's Morgan Stanley Experience 2010 - Present
Job Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley 2010 - Present
Wynne Partners October 2004 - 2010
George K. Baum & Company 2000 - 2003
Education
University of Oxford - Said Business School 2003 — 2004
MBA
University of Colorado Boulder 1996 — 2000
BS, Finance, Marketing
Morgan Stanley 2010 - Present
Wynne Partners October 2004 - 2010
George K. Baum & Company 2000 - 2003
Education
University of Oxford - Said Business School 2003 — 2004
MBA
University of Colorado Boulder 1996 — 2000
BS, Finance, Marketing
Lisa Rothstein's Morgan Stanley Experience Hyperion ConsultantOracleFebruary 1997 - March 2002
Job Senior Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Hyperion ConsultantOracleFebruary 1997 - March 2002
Education
University of Connecticut 1984 — 1989
Bachelor of Science, Business Administration
Morgan Stanley Hyperion ConsultantOracleFebruary 1997 - March 2002
Education
University of Connecticut 1984 — 1989
Bachelor of Science, Business Administration
Guy Lev's Morgan Stanley Experience August 2014 - Present
Job Assistant Vice President of Corporate Research at Morgan Stanley
Industry Internet
Experience
Morgan Stanley August 2014 - Present
TNS NA Custom May 2010 - July 2014
University of Connecticut August 2008 - May 2010
Hall and Partners May 2009 - August 2009
Memorial Sloan-Kettering Cancer Center September 2006 - August 2007
Skills
SPSS, Quantitative Research, Market Research, Statistics, Research, Microsoft Office, Analysis, Analytics, Project Management
Education
The University of Connecticut 2008 — 2010
Masters Degree, Digital Communication and Media/Multimedia
Morgan Stanley August 2014 - Present
TNS NA Custom May 2010 - July 2014
University of Connecticut August 2008 - May 2010
Hall and Partners May 2009 - August 2009
Memorial Sloan-Kettering Cancer Center September 2006 - August 2007
Skills
SPSS, Quantitative Research, Market Research, Statistics, Research, Microsoft Office, Analysis, Analytics, Project Management
Education
The University of Connecticut 2008 — 2010
Masters Degree, Digital Communication and Media/Multimedia
Mark Lionetti's Morgan Stanley Experience January 2015 - Present
Job Business Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
RBS Markets & International Banking March 2013 - January 2015
Morgan Stanley June 2011 - January 2013
Booz Allen Hamilton October 2009 - May 2011
Pfizer June 2009 - September 2009
Legg Mason February 2007 - December 2008
Skills
Business Analysis, Asset Management, Management Consulting, Retail Banking, Project Coordination, Project Management, Separately Managed..., MS Project, MS Office Suite, Microsoft Office, Asset Managment, Business Process..., Risk Management, PMP, Requirements Analysis, PMO, SDLC, Leadership, Financial Analysis, Financial Services, Process Improvement, Management, Portfolio Management
Education
University of Connecticut 2002 — 2006
Bachelor of Arts, Communication Sciences and Business Administration
Morgan Stanley January 2015 - Present
RBS Markets & International Banking March 2013 - January 2015
Morgan Stanley June 2011 - January 2013
Booz Allen Hamilton October 2009 - May 2011
Pfizer June 2009 - September 2009
Legg Mason February 2007 - December 2008
Skills
Business Analysis, Asset Management, Management Consulting, Retail Banking, Project Coordination, Project Management, Separately Managed..., MS Project, MS Office Suite, Microsoft Office, Asset Managment, Business Process..., Risk Management, PMP, Requirements Analysis, PMO, SDLC, Leadership, Financial Analysis, Financial Services, Process Improvement, Management, Portfolio Management
Education
University of Connecticut 2002 — 2006
Bachelor of Arts, Communication Sciences and Business Administration
james martell's Morgan Stanley Experience February 2001 - September 2002
Job Performance Marketing
Industry Marketing and Advertising
Experience
PrivateLabelCampaigns January 2014 - Present
Krisp Commerce January 2013 - Present
Coaction Media January 2007 - September 2013
Buybeauty March 2006 - March 2008
JPMorgan Chase September 2002 - March 2006
Morgan Stanley February 2001 - September 2002
Skills
Lead Generation, Email Marketing, Affiliate Marketing, SEO, PPC, Social Media, Web Analytics, Google Adwords, Online Advertising, Social Media Marketing, Customer Acquisition, SEM, E-commerce, Account Management, Mobile Marketing, Direct Mail
Education
University of Colorado Boulder - Leeds School of Business 1996 — 2000
BS, Finance, Economics, Entrepreneurship
Alexander Smith Academy 1992 — 1996
PrivateLabelCampaigns January 2014 - Present
Krisp Commerce January 2013 - Present
Coaction Media January 2007 - September 2013
Buybeauty March 2006 - March 2008
JPMorgan Chase September 2002 - March 2006
Morgan Stanley February 2001 - September 2002
Skills
Lead Generation, Email Marketing, Affiliate Marketing, SEO, PPC, Social Media, Web Analytics, Google Adwords, Online Advertising, Social Media Marketing, Customer Acquisition, SEM, E-commerce, Account Management, Mobile Marketing, Direct Mail
Education
University of Colorado Boulder - Leeds School of Business 1996 — 2000
BS, Finance, Economics, Entrepreneurship
Alexander Smith Academy 1992 — 1996
Christopher Drago's Morgan Stanley Experience March 1991 - January 1996
Job Vice President at Citi
Industry Financial Services
Experience
Citi March 1998 - Present
Stephens Inc. May 1996 - March 1998
Morgan Stanley March 1991 - January 1996
Skills
Banking, Fixed Income, Equities, Portfolio Management, Capital Markets, Investment Banking, Credit, Derivatives, Loans, Investments, Risk Management, Financial Modeling
Education
The University of Connecticut
Citi March 1998 - Present
Stephens Inc. May 1996 - March 1998
Morgan Stanley March 1991 - January 1996
Skills
Banking, Fixed Income, Equities, Portfolio Management, Capital Markets, Investment Banking, Credit, Derivatives, Loans, Investments, Risk Management, Financial Modeling
Education
The University of Connecticut
Brian Ellerson's Morgan Stanley Experience August 1999 - May 2005
Job BDE Florida
Industry Restaurants
Experience
BDE Florida July 2013 - Present
MKM Partners November 2009 - July 2013
Barclays 2005 - May 2009
Morgan Stanley August 1999 - May 2005
Skills
Series 7, Capital Markets, Electronic Trading, Fixed Income, Portfolio Management, Derivatives, Options, Hedge Funds, Alternative Investments, Investments, Securities, Equity Research, Trading, Equities, Equity Trading, Valuation, Financial Markets, Economics, Emerging Markets, Asset Management, Financial Modeling, Series 63, Bloomberg, Private Equity, Hedging
Education
University of Pennsylvania 1997 — 1999
Master of Business Administration (MBA), Accounting and Finance
University of Colorado at Boulder 1990 — 1994
Bachelor's degree, International Relations and Affairs
BDE Florida July 2013 - Present
MKM Partners November 2009 - July 2013
Barclays 2005 - May 2009
Morgan Stanley August 1999 - May 2005
Skills
Series 7, Capital Markets, Electronic Trading, Fixed Income, Portfolio Management, Derivatives, Options, Hedge Funds, Alternative Investments, Investments, Securities, Equity Research, Trading, Equities, Equity Trading, Valuation, Financial Markets, Economics, Emerging Markets, Asset Management, Financial Modeling, Series 63, Bloomberg, Private Equity, Hedging
Education
University of Pennsylvania 1997 — 1999
Master of Business Administration (MBA), Accounting and Finance
University of Colorado at Boulder 1990 — 1994
Bachelor's degree, International Relations and Affairs
Brian Teague, CFP®'s Morgan Stanley Experience June 2005 - May 2006
Job Vice President Counseling at The Ayco Company, L.P. A Goldman Sachs Company
Industry Financial Services
Experience
The Ayco Company, L.P. May 2006 - Present
Morgan Stanley June 2005 - May 2006
Skills
Investments, Wealth Management, Risk Management, Retirement Planning, Estate Planning, Asset Allocation, Employee Benefits, Mutual Funds, Insurance, Series 7, Retirement, Portfolio Management, Asset Management, Life Insurance, Certified Financial...
Education
University of Connecticut 2001 — 2005
BS, Finance
The Ayco Company, L.P. May 2006 - Present
Morgan Stanley June 2005 - May 2006
Skills
Investments, Wealth Management, Risk Management, Retirement Planning, Estate Planning, Asset Allocation, Employee Benefits, Mutual Funds, Insurance, Series 7, Retirement, Portfolio Management, Asset Management, Life Insurance, Certified Financial...
Education
University of Connecticut 2001 — 2005
BS, Finance
Bradley Bass's Morgan Stanley Experience July 2015 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
Barclays 2008 - July 2015
Lehman Brothers June 2004 - September 2008
Education
The University of Chicago 2003 — 2005
MBA, Finance and Economics
University of Colorado at Boulder 1996 — 2000
Finance
Morgan Stanley July 2015 - Present
Barclays 2008 - July 2015
Lehman Brothers June 2004 - September 2008
Education
The University of Chicago 2003 — 2005
MBA, Finance and Economics
University of Colorado at Boulder 1996 — 2000
Finance
Sean O'Meara's Morgan Stanley Experience 2002 - 2005
Job Executive Director of ETF Trading at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase 2005 - July 2014
Morgan Stanley 2002 - 2005
Skills
Equity Derivatives, ETFs, Hedge Funds, Equities, Equity Trading, Fixed Income, Alternative Investments, Asset Management, Capital Markets, Derivatives, Bloomberg, Electronic Trading, Investment Banking, Investments, Options, Portfolio Management, Series 7, Trading, Trading Systems, Securities
Education
University of Colorado Boulder - Leeds School of Business 1996 — 2001
Business Administration, Finance, Economics
JPMorgan Chase 2005 - July 2014
Morgan Stanley 2002 - 2005
Skills
Equity Derivatives, ETFs, Hedge Funds, Equities, Equity Trading, Fixed Income, Alternative Investments, Asset Management, Capital Markets, Derivatives, Bloomberg, Electronic Trading, Investment Banking, Investments, Options, Portfolio Management, Series 7, Trading, Trading Systems, Securities
Education
University of Colorado Boulder - Leeds School of Business 1996 — 2001
Business Administration, Finance, Economics
Alper Sungur, CFA's Morgan Stanley Experience 2010 - Present
Job Global Wealth Management Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2010 - Present
Sidoti & Company, LLC 2005 - 2009
Inflection Capital LLC 2003 - 2005
Morrow & Co 1999 - 2003
Education
University of Connecticut 1995 — 1999
Bachelor of Science, Finance/Economics
Morgan Stanley 2010 - Present
Sidoti & Company, LLC 2005 - 2009
Inflection Capital LLC 2003 - 2005
Morrow & Co 1999 - 2003
Education
University of Connecticut 1995 — 1999
Bachelor of Science, Finance/Economics
Pooran Sharma's Morgan Stanley Experience June 2012 - May 2013
Job Portfolio Analyst at Rockefeller and Co.
Industry Investment Management
Experience
Rockefeller & Co., Inc. November 2014 - Present
Rockefeller & Co., Inc. June 2013 - November 2014
Morgan Stanley June 2012 - May 2013
Brown Brothers Harriman August 2011 - June 2012
AXA Equitable January 2011 - May 2011
University of Colorado Denver January 2010 - January 2011
Investment Banking Institute 2011 - 2011
Skills
Financial Modeling, Valuation, DCF, Equities, Financial Analysis, Microsoft Excel, Bloomberg, Cash Flow, Excel, VBA, Hedge Funds, Private Equity, Access, Asset Management, Capital Markets, Portfolio Management, Financial Statement...
Education
CFA Institute
Passed Level 3 CFA examination June 2015, Investment Management
University of Colorado Boulder 2006 — 2011
Bachelor of Science, Accounting & Finance
Rockefeller & Co., Inc. November 2014 - Present
Rockefeller & Co., Inc. June 2013 - November 2014
Morgan Stanley June 2012 - May 2013
Brown Brothers Harriman August 2011 - June 2012
AXA Equitable January 2011 - May 2011
University of Colorado Denver January 2010 - January 2011
Investment Banking Institute 2011 - 2011
Skills
Financial Modeling, Valuation, DCF, Equities, Financial Analysis, Microsoft Excel, Bloomberg, Cash Flow, Excel, VBA, Hedge Funds, Private Equity, Access, Asset Management, Capital Markets, Portfolio Management, Financial Statement...
Education
CFA Institute
Passed Level 3 CFA examination June 2015, Investment Management
University of Colorado Boulder 2006 — 2011
Bachelor of Science, Accounting & Finance
Daniel Ferszt's Morgan Stanley Experience March 2005 - December 2005
Job Financial Services Professional
Industry Financial Services
Experience
Old Mutual July 2010 - December 2011
Old Mutual April 2007 - July 2009
Charles Schwab February 2006 - March 2007
OppenheimerFunds 2003 - 2006
Morgan Stanley March 2005 - December 2005
Oppenheimer Funds August 2002 - March 2005
Merrill Lynch 2000 - 2003
Merrill Lynch August 1999 - August 2002
Skills
Mutual Funds
Education
University of Colorado Denver 2004 — 2006
University of Colorado 1993 — 1998
Bachelor of Science, Accounting and Finance
University of Colorado
Master, Business Administration
Old Mutual July 2010 - December 2011
Old Mutual April 2007 - July 2009
Charles Schwab February 2006 - March 2007
OppenheimerFunds 2003 - 2006
Morgan Stanley March 2005 - December 2005
Oppenheimer Funds August 2002 - March 2005
Merrill Lynch 2000 - 2003
Merrill Lynch August 1999 - August 2002
Skills
Mutual Funds
Education
University of Colorado Denver 2004 — 2006
University of Colorado 1993 — 1998
Bachelor of Science, Accounting and Finance
University of Colorado
Master, Business Administration
Levy Tom's Morgan Stanley Experience April 1988 - May 2008
Job at D. E. Shaw & Co.
Industry Investment Management
Experience
D. E. Shaw & Co. July 2008 - Present
Morgan Stanley April 1988 - May 2008
Education
University of Colorado Boulder 1981 — 1985
BA, Asian Studies
D. E. Shaw & Co. July 2008 - Present
Morgan Stanley April 1988 - May 2008
Education
University of Colorado Boulder 1981 — 1985
BA, Asian Studies
Chris Tagatac's Morgan Stanley Experience 1997 - 2002
Job Chief Marketing Officer at Green Science Partners LP
Industry Financial Services
Experience
Green Science Partners LP October 2009 - Present
Ekso Bionics 2012 - 2015
Alternative Energy Investing, LLC 2008 - 2009
Tagatac & Co. 2004 - 2008
Lehman Brothers 2002 - 2004
Morgan Stanley 1997 - 2002
Bear Stearns 1993 - 1997
Morgan Stanley 1990 - 1993
Skills
Hedge Funds, Business Development, Investments, Credit, Mutual Funds, Equities, Alternative Investments, Capital Markets
Education
University of Colorado Boulder 1984 — 1988
English, Economics
Green Science Partners LP October 2009 - Present
Ekso Bionics 2012 - 2015
Alternative Energy Investing, LLC 2008 - 2009
Tagatac & Co. 2004 - 2008
Lehman Brothers 2002 - 2004
Morgan Stanley 1997 - 2002
Bear Stearns 1993 - 1997
Morgan Stanley 1990 - 1993
Skills
Hedge Funds, Business Development, Investments, Credit, Mutual Funds, Equities, Alternative Investments, Capital Markets
Education
University of Colorado Boulder 1984 — 1988
English, Economics
Justin Kohn's Morgan Stanley Experience 2003 - 2003
Job Chief Financial Officer at Alliance Nursing Staffing of New York
Industry Hospital & Health Care
Experience
Alliance Nursing Staffing of New York November 2014 - Present
Alliance Nursing Staffing of New York 2011 - Present
Wintrust Financial 2009 - 2011
AIG 2007 - 2009
Morgan Stanley 2003 - 2003
Skills
Financial Analysis, Insurance, Account Management, Excel, Underwriting, Credit, Portfolio Management, Compliance, Risk Management, Process Improvement, Premium Financing, Operations Management, Strategic Financial..., Finance, Credit Analysis, Business Analysis, Business Strategy, Financial Modeling, Business Planning, Estate Planning, Leadership, health care, Health Care Regulation, Healthcare Management, Healthcare, Banking, Relationship Management, Management, Business Development
Education
University of Colorado Boulder 2004 — 2007
Bachelor of Arts (BA), Sociology
American Management Association
Alliance Nursing Staffing of New York November 2014 - Present
Alliance Nursing Staffing of New York 2011 - Present
Wintrust Financial 2009 - 2011
AIG 2007 - 2009
Morgan Stanley 2003 - 2003
Skills
Financial Analysis, Insurance, Account Management, Excel, Underwriting, Credit, Portfolio Management, Compliance, Risk Management, Process Improvement, Premium Financing, Operations Management, Strategic Financial..., Finance, Credit Analysis, Business Analysis, Business Strategy, Financial Modeling, Business Planning, Estate Planning, Leadership, health care, Health Care Regulation, Healthcare Management, Healthcare, Banking, Relationship Management, Management, Business Development
Education
University of Colorado Boulder 2004 — 2007
Bachelor of Arts (BA), Sociology
American Management Association
Christopher Weigand - MBA's Morgan Stanley Experience January 2003 - July 2003
Job Investment Accountant
Industry Investment Management
Experience
Asset Management Company in Farmington, CT November 2008 - Present
MassMutual Financial Group May 2006 - November 2008
Babson Capital Management March 2005 - April 2006
Citigroup May 2004 - March 2005
MassMutual - MML Investors Services, Inc January 2004 - May 2004
Babson Capital, LLC October 2003 - January 2004
Morgan Stanley January 2003 - July 2003
Fidelity Investments February 2001 - September 2002
Liberty Funds Group August 1999 - February 2001
Investors Bank and Trust February 1999 - August 1999
Skills
Investments, Accounting, Derivatives, General Ledger, Insurance, Mutual Funds, Financial Reporting, Excel, Bloomberg, Word, PowerPoint, Access, Microsoft Office, SOX, SAP, Fixed Income, Financial Accounting, Equities, Alternative Investments, Finance, Hedge Funds, Microsoft Excel
Education
University of Connecticut 2005 — 2010
Master of Business Administration, Finance and Management
The University of Connecticut 1994 — 1998
Bachelor of Science, Business Administration; Finance
Asset Management Company in Farmington, CT November 2008 - Present
MassMutual Financial Group May 2006 - November 2008
Babson Capital Management March 2005 - April 2006
Citigroup May 2004 - March 2005
MassMutual - MML Investors Services, Inc January 2004 - May 2004
Babson Capital, LLC October 2003 - January 2004
Morgan Stanley January 2003 - July 2003
Fidelity Investments February 2001 - September 2002
Liberty Funds Group August 1999 - February 2001
Investors Bank and Trust February 1999 - August 1999
Skills
Investments, Accounting, Derivatives, General Ledger, Insurance, Mutual Funds, Financial Reporting, Excel, Bloomberg, Word, PowerPoint, Access, Microsoft Office, SOX, SAP, Fixed Income, Financial Accounting, Equities, Alternative Investments, Finance, Hedge Funds, Microsoft Excel
Education
University of Connecticut 2005 — 2010
Master of Business Administration, Finance and Management
The University of Connecticut 1994 — 1998
Bachelor of Science, Business Administration; Finance
Evan Porto's Morgan Stanley Experience April 2005 - December 2005
Job Strategic Planning at Northridge Hospital Medical Center
Industry Hospital & Health Care
Experience
Dignity Health February 2008 - Present
Karl Storz Endoscopy August 2013 - June 2014
Beverage Distributors December 2005 - February 2008
Morgan Stanley April 2005 - December 2005
Skills
Financial Analysis, Financial Reporting, Accounting, Financial Accounting, Project Management, Financial Modeling, Data Analysis, Leadership, Process Improvement, Business Planning, Business Strategy, Finance, Strategic Planning, Cross-functional Team..., Forecasting, Healthcare, Healthcare Information..., Management, Sales
Education
University of Colorado Boulder 2000 — 2004
BA, Economics
Eaglecrest High School
Dignity Health February 2008 - Present
Karl Storz Endoscopy August 2013 - June 2014
Beverage Distributors December 2005 - February 2008
Morgan Stanley April 2005 - December 2005
Skills
Financial Analysis, Financial Reporting, Accounting, Financial Accounting, Project Management, Financial Modeling, Data Analysis, Leadership, Process Improvement, Business Planning, Business Strategy, Finance, Strategic Planning, Cross-functional Team..., Forecasting, Healthcare, Healthcare Information..., Management, Sales
Education
University of Colorado Boulder 2000 — 2004
BA, Economics
Eaglecrest High School
Frank Amelio's Morgan Stanley Experience May 1998 - December 2003
Job
Industry Financial Services
Experience
Amelio Financial Group March 2010 - Present
1st Global Capital Corp/Amelio Financial Group December 2003 - May 2013
Morgan Stanley May 1998 - December 2003
Skills
Strategic Planning, Public Speaking, New Business Development, Sales Management, Budgets, Customer Service, Negotiation
Education
University of Colorado at Denver 1973 — 1977
Bachelor of Arts (B.A.), Physical Geography
University of Nebraska-Lincoln
Amelio Financial Group March 2010 - Present
1st Global Capital Corp/Amelio Financial Group December 2003 - May 2013
Morgan Stanley May 1998 - December 2003
Skills
Strategic Planning, Public Speaking, New Business Development, Sales Management, Budgets, Customer Service, Negotiation
Education
University of Colorado at Denver 1973 — 1977
Bachelor of Arts (B.A.), Physical Geography
University of Nebraska-Lincoln
OLIVER SCHWARZ's Morgan Stanley Experience May 2009 - July 2010
Job Schwarz Realty Group at REMAX HOME TOWN REALTORS CORONADO
Industry Real Estate
Experience
Prestamax USA January 2015 - Present
REMAX HOME TOWN REALTORS 2013 - Present
Velatel July 2010 - July 2012
Morgan Stanley May 2009 - July 2010
Merrill Lynch June 1996 - May 2009
Skills
Wireless, Project Management, Strategic Planning, Business Development, Management, Business Strategy, Project Planning, Negotiation, Marketing Strategy, Team Building, Cross-functional Team..., Mergers & Acquisitions, Asset Management, Budgets, Business Planning, Commercial Litigation, Civil Litigation, Contract Negotiation, Competitive Analysis, Due Diligence, Corporate Law, Finance, Financial Analysis, Financial Modeling, Forecasting, Foreclosures, IP, Investment Strategies, Investments, Investors, Litigation, Leadership, Market Research, Marketing, Mediation, Mergers, New Business Development, Mobile Devices, Portfolio Management, Program Management, Product Management, Risk Management, Real Estate, Sales, Sales Management, Sellers, Start-ups, Strategic Partnerships, Strategy, Team Leadership
Education
University of Colorado at Colorado Springs 1994 — 1996
Bachelor of Business Administration (B.B.A.), Finance, General
University of Wisconsin-Madison 1992 — 1994
Bachelor of Business Administration (B.B.A.), Finance, General
Prestamax USA January 2015 - Present
REMAX HOME TOWN REALTORS 2013 - Present
Velatel July 2010 - July 2012
Morgan Stanley May 2009 - July 2010
Merrill Lynch June 1996 - May 2009
Skills
Wireless, Project Management, Strategic Planning, Business Development, Management, Business Strategy, Project Planning, Negotiation, Marketing Strategy, Team Building, Cross-functional Team..., Mergers & Acquisitions, Asset Management, Budgets, Business Planning, Commercial Litigation, Civil Litigation, Contract Negotiation, Competitive Analysis, Due Diligence, Corporate Law, Finance, Financial Analysis, Financial Modeling, Forecasting, Foreclosures, IP, Investment Strategies, Investments, Investors, Litigation, Leadership, Market Research, Marketing, Mediation, Mergers, New Business Development, Mobile Devices, Portfolio Management, Program Management, Product Management, Risk Management, Real Estate, Sales, Sales Management, Sellers, Start-ups, Strategic Partnerships, Strategy, Team Leadership
Education
University of Colorado at Colorado Springs 1994 — 1996
Bachelor of Business Administration (B.B.A.), Finance, General
University of Wisconsin-Madison 1992 — 1994
Bachelor of Business Administration (B.B.A.), Finance, General
Liya (Julia) Moiseyev's Morgan Stanley Experience July 2006 - July 2011
Job SunGard
Industry Financial Services
Experience
SunGard July 2011 - Present
Morgan Stanley July 2006 - July 2011
Daiwa Securities July 1999 - June 2006
International Communications, Boulder, CO March 1999 - June 1999
Human Rights Advocacy Center July 1994 - August 1996
Skills
Securities Regulation, Westlaw, Due Diligence, Legal Research, AML, Lexis, Legal Writing, Corporate Governance, Corporate Law, Analysis, Research, Financial Services, Securities, Capital Markets, Financial Markets, Policy, Anti Money Laundering
Education
University of Colorado at Boulder 1993 — 1999
Bachelor of Arts (B.A.), Cum Laude, French Language and Literature/Japanese Language
筑波大学 / University of Tsukuba 1997 — 1998
Study abroad year, Japanese Language and Literature
SunGard July 2011 - Present
Morgan Stanley July 2006 - July 2011
Daiwa Securities July 1999 - June 2006
International Communications, Boulder, CO March 1999 - June 1999
Human Rights Advocacy Center July 1994 - August 1996
Skills
Securities Regulation, Westlaw, Due Diligence, Legal Research, AML, Lexis, Legal Writing, Corporate Governance, Corporate Law, Analysis, Research, Financial Services, Securities, Capital Markets, Financial Markets, Policy, Anti Money Laundering
Education
University of Colorado at Boulder 1993 — 1999
Bachelor of Arts (B.A.), Cum Laude, French Language and Literature/Japanese Language
筑波大学 / University of Tsukuba 1997 — 1998
Study abroad year, Japanese Language and Literature
Angelina Wang's Morgan Stanley Experience October 2012 - July 2015
Job Associate at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. August 2015 - Present
Morgan Stanley October 2012 - July 2015
Waddell & Reed December 2010 - June 2011
Uconn Center for Academic Programs August 2009 - June 2010
Central High School Magnet Office August 2007 - August 2008
Golden Empire January 2003 - August 2008
Skills
Customer Service, Assistance, Financial Analysis, PowerPoint, Excel, Microsoft Office, Word, Economics, Mandarin, Access, Chinese, Microsoft Word, Microsoft Excel, Statistics, Analysis, Data Analysis
Education
The University of Connecticut 2008 — 2012
Bachelor of Arts in Liberal Arts and Sciences, Economic, Business
JPMorgan Chase & Co. August 2015 - Present
Morgan Stanley October 2012 - July 2015
Waddell & Reed December 2010 - June 2011
Uconn Center for Academic Programs August 2009 - June 2010
Central High School Magnet Office August 2007 - August 2008
Golden Empire January 2003 - August 2008
Skills
Customer Service, Assistance, Financial Analysis, PowerPoint, Excel, Microsoft Office, Word, Economics, Mandarin, Access, Chinese, Microsoft Word, Microsoft Excel, Statistics, Analysis, Data Analysis
Education
The University of Connecticut 2008 — 2012
Bachelor of Arts in Liberal Arts and Sciences, Economic, Business
Daryl Helsing's Morgan Stanley Experience January 2015 - Present
Job Market Risk Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley May 2012 - December 2014
Helicopter Support Inc August 2011 - April 2012
Skills
Fixed Income, Municipal Bonds, Risk Assessment, Credit Risk, Auditing, Risk Management, Financial Accounting, Bloomberg Terminal, Structured Products, Wealth Management, Internal Controls, Internal Audit, Assurance
Education
CFA Institute
Passed Level I of the Chartered Financial Analyst Examination
The University of Connecticut 2007 — 2011
BA, Economics
West Hill High School
Morgan Stanley January 2015 - Present
Morgan Stanley May 2012 - December 2014
Helicopter Support Inc August 2011 - April 2012
Skills
Fixed Income, Municipal Bonds, Risk Assessment, Credit Risk, Auditing, Risk Management, Financial Accounting, Bloomberg Terminal, Structured Products, Wealth Management, Internal Controls, Internal Audit, Assurance
Education
CFA Institute
Passed Level I of the Chartered Financial Analyst Examination
The University of Connecticut 2007 — 2011
BA, Economics
West Hill High School
Donald Lewis, CFA's Morgan Stanley Experience 2004 - 2005
Job Advisor Tax | Accounting | Finance
Industry Financial Services
Experience
Vantive Partners 2007 - 2009
Morgan Stanley 2004 - 2005
Charles Schwab 1992 - 1999
Execucom 1990 - 1991
Nicor Oil & Gas 1982 - 1990
Skills
Financial Analysis, Investment Analysis, Financial Planning, Financial Modeling, Financial Management, Strategic Planning, Mergers, Acquisitions, Divestitures, Finance, Investments, Portfolio Management, Tax Law, Tax Advisory, Corporate Tax, Partnership Taxation, Tax Reporting, Tax Research, Tax Planning, Tax Strategies, Staff Management, Staff Development, Staff Recruitment, New Business Development, Client Relationship..., Presentations, Financial Services, Securities, Investment Advisory, Oil/Gas, Real Estate, Start-ups, Small Business..., Software Consulting
Education
University of Denver
Masters of Taxation
University of Colorado at Boulder
Bachelor of Science, Business (Finance)
Vantive Partners 2007 - 2009
Morgan Stanley 2004 - 2005
Charles Schwab 1992 - 1999
Execucom 1990 - 1991
Nicor Oil & Gas 1982 - 1990
Skills
Financial Analysis, Investment Analysis, Financial Planning, Financial Modeling, Financial Management, Strategic Planning, Mergers, Acquisitions, Divestitures, Finance, Investments, Portfolio Management, Tax Law, Tax Advisory, Corporate Tax, Partnership Taxation, Tax Reporting, Tax Research, Tax Planning, Tax Strategies, Staff Management, Staff Development, Staff Recruitment, New Business Development, Client Relationship..., Presentations, Financial Services, Securities, Investment Advisory, Oil/Gas, Real Estate, Start-ups, Small Business..., Software Consulting
Education
University of Denver
Masters of Taxation
University of Colorado at Boulder
Bachelor of Science, Business (Finance)
Michael Vellucci's Morgan Stanley Experience June 2013 - June 2014
Job KYC/AML Analyst at Mizuho Bank
Industry Banking
Experience
Mizuho Bank September 2015 - Present
Bank of America Merrill Lynch July 2014 - September 2015
Morgan Stanley June 2013 - June 2014
Morgan Stanley December 2012 - January 2013
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Economics, AML, KYC, Anti Money Laundering, Financial Analysis
Education
The University of Connecticut 2009 — 2013
Bachelor of Arts (B.A.), Economics
Mizuho Bank September 2015 - Present
Bank of America Merrill Lynch July 2014 - September 2015
Morgan Stanley June 2013 - June 2014
Morgan Stanley December 2012 - January 2013
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Economics, AML, KYC, Anti Money Laundering, Financial Analysis
Education
The University of Connecticut 2009 — 2013
Bachelor of Arts (B.A.), Economics
Kathi Lynch's Morgan Stanley Experience March 2008 - June 2013
Job Senior Client Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2008 - June 2013
Smith Barney March 1998 - March 2008
AG Edwards February 1988 - March 1998
Education
University of Colorado at Boulder 1969 — 1971
Bachelor of Arts (B.A.), Art History
Pine Manor College 1967 — 1969
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Morgan Stanley March 2008 - June 2013
Smith Barney March 1998 - March 2008
AG Edwards February 1988 - March 1998
Education
University of Colorado at Boulder 1969 — 1971
Bachelor of Arts (B.A.), Art History
Pine Manor College 1967 — 1969
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Sean Robison's Morgan Stanley Experience January 2002 - November 2004
Job Accounting/ Financial Analyst at HSW Corporation
Industry Construction
Experience
HSW Corporation July 2010 - Present
Morgan Stanley January 2002 - November 2004
TransMontaigne 2000 - 2002
TransMontaigne 2000 - 2002
TransMontaigne 2000 - 2002
TransMontaigne 2000 - 2002
TransMontaigne 2000 - 2002
Education
University of Colorado Denver
HSW Corporation July 2010 - Present
Morgan Stanley January 2002 - November 2004
TransMontaigne 2000 - 2002
TransMontaigne 2000 - 2002
TransMontaigne 2000 - 2002
TransMontaigne 2000 - 2002
TransMontaigne 2000 - 2002
Education
University of Colorado Denver
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS