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
Caitlin Cavagnolo Caitlin Cavagnolo's Morgan Stanley Experience October 2013 - Present
Job Director of NA Fixed Income Projects
Industry Banking
Experience
Morgan Stanley October 2013 - Present
Morgan Stanley July 2007 - Present
Liz Claiborne May 2006 - August 2006
Skills
Series 7, Trace, Trading Systems, IT Solutions, Finance, Capital Markets
Education
University of Delaware - Lerner College of Business and Economics 2003 — 2007
BS, Finance, International Business, MIS, Economics
Morgan Stanley October 2013 - Present
Morgan Stanley July 2007 - Present
Liz Claiborne May 2006 - August 2006
Skills
Series 7, Trace, Trading Systems, IT Solutions, Finance, Capital Markets
Education
University of Delaware - Lerner College of Business and Economics 2003 — 2007
BS, Finance, International Business, MIS, Economics
Angela M Jantz, MBA Angela M Jantz, MBA's Morgan Stanley Experience July 2013 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley July 2013 - Present
University of Denver September 2013 - June 2015
Matthew Francis Holding Corporation June 2012 - March 2013
WWOOF New Zealand February 2012 - June 2012
TIAA-CREF August 2010 - October 2011
Bernstein Global Wealth Management March 2010 - August 2010
AXA Advisors January 2009 - May 2009
AXA Advisors June 2007 - December 2008
Skills
FINRA Series 7, FINRA Series 66, Series 7, Investments, Portfolio Management, Mutual Funds, Wealth Management, Securities, Finance, Retirement Planning, Analysis, Asset Allocation, Asset Management, Customer Service, Public Speaking, Leadership, Series 63
Education
University of Denver 2013 — 2015
Master of Business Administration (M.B.A.)
University of Northern Colorado 2003 — 2007
Bachelor of Science, Finance and Economics
Morgan Stanley July 2013 - Present
University of Denver September 2013 - June 2015
Matthew Francis Holding Corporation June 2012 - March 2013
WWOOF New Zealand February 2012 - June 2012
TIAA-CREF August 2010 - October 2011
Bernstein Global Wealth Management March 2010 - August 2010
AXA Advisors January 2009 - May 2009
AXA Advisors June 2007 - December 2008
Skills
FINRA Series 7, FINRA Series 66, Series 7, Investments, Portfolio Management, Mutual Funds, Wealth Management, Securities, Finance, Retirement Planning, Analysis, Asset Allocation, Asset Management, Customer Service, Public Speaking, Leadership, Series 63
Education
University of Denver 2013 — 2015
Master of Business Administration (M.B.A.)
University of Northern Colorado 2003 — 2007
Bachelor of Science, Finance and Economics
Elliot Meena Elliot Meena's Morgan Stanley Experience 2007 - 2009
Job Chief Financial Officer, Everyday Hero
Industry Computer Software
Experience
Everyday Hero (a Blackbaud company) January 2015 - Present
Blackbaud 2013 - 2014
Dahlman Rose & Co. 2010 - 2012
Morgan Stanley 2007 - 2009
ClubCorp 2006 - 2006
Skills
Financial Modeling, Valuation, Business Development, Strategic Planning, Investment Banking, Microsoft Excel, Business Strategy, Competitive Analysis, Market Research, Corporate Finance, Investments, Analysis, Finance, Due Diligence, Strategy, Social Media, Management
Education
University of Florida 2009 — 2011
Master's Degree, Business Administration (MBA)
University of Florida 2002 — 2006
Bachelor's Degree, Exercise and Sport Sciences
Everyday Hero (a Blackbaud company) January 2015 - Present
Blackbaud 2013 - 2014
Dahlman Rose & Co. 2010 - 2012
Morgan Stanley 2007 - 2009
ClubCorp 2006 - 2006
Skills
Financial Modeling, Valuation, Business Development, Strategic Planning, Investment Banking, Microsoft Excel, Business Strategy, Competitive Analysis, Market Research, Corporate Finance, Investments, Analysis, Finance, Due Diligence, Strategy, Social Media, Management
Education
University of Florida 2009 — 2011
Master's Degree, Business Administration (MBA)
University of Florida 2002 — 2006
Bachelor's Degree, Exercise and Sport Sciences
Thomas Befi Thomas Befi's Morgan Stanley Experience June 2014 - Present
Job Client Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Morgan Stanley Wealth Management June 2013 - August 2013
Morgan Stanley Wealth Management June 2012 - August 2012
Eastchester Camp Galaxy Jr. July 2009 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Bloomberg, Insurance, Time Management, Lotus Notes, Financial Analysis, Access, SPSS, Financial Modeling, Spanish, Social Networking, Outlook, Economics, Bloomberg Terminal
Education
University of Delaware - Lerner College of Business and Economics 2010 — 2014
Bachelor of Science, Finance & Economics
Eastchester High School 2006 — 2010
Morgan Stanley June 2014 - Present
Morgan Stanley Wealth Management June 2013 - August 2013
Morgan Stanley Wealth Management June 2012 - August 2012
Eastchester Camp Galaxy Jr. July 2009 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Bloomberg, Insurance, Time Management, Lotus Notes, Financial Analysis, Access, SPSS, Financial Modeling, Spanish, Social Networking, Outlook, Economics, Bloomberg Terminal
Education
University of Delaware - Lerner College of Business and Economics 2010 — 2014
Bachelor of Science, Finance & Economics
Eastchester High School 2006 — 2010
Matt Slootsky Matt Slootsky's Morgan Stanley Experience June 1997 - June 1999
Job Portfolio Manager at FFTW
Industry Investment Management
Experience
FFTW June 1999 - Present
Fischer Francis Trees & Watts 1999 - Present
Groundwork Inc. 2005 - 2011
Morgan Stanley June 1997 - June 1999
Skills
Fixed Income, Equities, Investments, Asset Managment, Alternative Investments, Bloomberg, Hedge Funds, Derivatives, Portfolio Management, Bonds, Trading, Financial Analysis, Investment Strategies
Education
University of Delaware - Lerner College of Business and Economics 1994 — 1999
BS, Accounting
Saint Peter's Preparatory School 1991 — 1994
HSD, College Prep
FFTW June 1999 - Present
Fischer Francis Trees & Watts 1999 - Present
Groundwork Inc. 2005 - 2011
Morgan Stanley June 1997 - June 1999
Skills
Fixed Income, Equities, Investments, Asset Managment, Alternative Investments, Bloomberg, Hedge Funds, Derivatives, Portfolio Management, Bonds, Trading, Financial Analysis, Investment Strategies
Education
University of Delaware - Lerner College of Business and Economics 1994 — 1999
BS, Accounting
Saint Peter's Preparatory School 1991 — 1994
HSD, College Prep
Charles Nichols's Morgan Stanley Experience December 2006 - July 2008
Job Senior Compliance Manager at Janus Capital Group
Industry Financial Services
Experience
Janus Capital Group April 2015 - Present
Janus Capital Group August 2014 - April 2015
Janus Capital Group January 2013 - August 2014
The Institute for Wealth Management March 2012 - January 2013
The Institute for Wealth Management May 2011 - March 2012
Morgan Stanley December 2006 - July 2008
UBS Financial Services June 2005 - November 2006
Skills
Corporate Law, Due Diligence, Equities, Securities Regulation, Investment Advisory, Mutual Funds, Fixed Income, Investment Strategies, Securities Law, Compliance, Corporate Governance, Securities, Finance, Financial Services, Drafting Agreements, Contract Negotiation
Education
University of Denver - Sturm College of Law 2008 — 2011
J.D.
Washington and Lee University 2001 — 2005
B.S.
Kent Denver School
Janus Capital Group April 2015 - Present
Janus Capital Group August 2014 - April 2015
Janus Capital Group January 2013 - August 2014
The Institute for Wealth Management March 2012 - January 2013
The Institute for Wealth Management May 2011 - March 2012
Morgan Stanley December 2006 - July 2008
UBS Financial Services June 2005 - November 2006
Skills
Corporate Law, Due Diligence, Equities, Securities Regulation, Investment Advisory, Mutual Funds, Fixed Income, Investment Strategies, Securities Law, Compliance, Corporate Governance, Securities, Finance, Financial Services, Drafting Agreements, Contract Negotiation
Education
University of Denver - Sturm College of Law 2008 — 2011
J.D.
Washington and Lee University 2001 — 2005
B.S.
Kent Denver School
sarina kazandjian's Morgan Stanley Experience May 2014 - July 2014
Job Teaching Assistant at ENT 3003Principles of Entrepreneurship
Industry
Experience
Banyan Global Investment Advisors June 2015 - Present
ENT 3003-Principles of Entrepreneurship August 2014 - Present
Morgan Stanley May 2014 - July 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Research, Leadership, Photoshop, Event Planning, Teamwork, Social Media Marketing
Education
University of Florida 2012 — 2016
Bachelor of Science (BS), Finance, General
William T. Dwyer High School 2008 — 2012
Banyan Global Investment Advisors June 2015 - Present
ENT 3003-Principles of Entrepreneurship August 2014 - Present
Morgan Stanley May 2014 - July 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Research, Leadership, Photoshop, Event Planning, Teamwork, Social Media Marketing
Education
University of Florida 2012 — 2016
Bachelor of Science (BS), Finance, General
William T. Dwyer High School 2008 — 2012
William Enriquez William Enriquez's Morgan Stanley Experience February 1995 - August 2014
Job Financial Advisor | Certified Financial Planner™ at Ameriprise Financial.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2014 - Present
Morgan Stanley February 1995 - August 2014
Education
University of Florida 1989 — 1991
Bachelors of Science in Business Administration, Degree in Finance
University of Florida 1989 — 1991
Bachelor of Science (B.S.) - Finance, Finance, General
Ameriprise Financial Services, Inc. August 2014 - Present
Morgan Stanley February 1995 - August 2014
Education
University of Florida 1989 — 1991
Bachelors of Science in Business Administration, Degree in Finance
University of Florida 1989 — 1991
Bachelor of Science (B.S.) - Finance, Finance, General
Jeffrey Lin Jeffrey Lin's Morgan Stanley Experience May 2003 - June 2005
Job CoFounder at FANCHEST
Industry Internet
Experience
FANCHEST January 2015 - Present
Shimmur February 2015 - Present
Tag (Mobile App) April 2014 - Present
Lucent Partners January 2014 - Present
Traveling the World January 2013 - January 2014
Deutsche Bank June 2005 - January 2013
Morgan Stanley May 2003 - June 2005
Skills
Hedge Funds, Fixed Income, Alternative Investments, Equities, Capital Markets, Entrepreneurship, FINRA, Strategic Planning, Bloomberg, Investments, Investment Banking, Structured Products, Bonds, Strategy, Business Development, Electronic Trading, Valuation, Private Equity, Trading, Securities, Options, Asset Management, Hospitality Consulting, Derivatives, Portfolio Management, Series 63, Financial Markets, Financial Analysis, Due Diligence, Series 7, Asset Allocation, Structured Finance, Financial Services, Investment Strategies, Credit Derivatives, Equity Research, ETFs, Fund Of Funds, Finance, Swaps, Equity Derivatives, Trading Systems, Restaurants, Management Consulting, Hospitality, Start-ups
Education
University of Florida 1997 — 2002
CPA
FANCHEST January 2015 - Present
Shimmur February 2015 - Present
Tag (Mobile App) April 2014 - Present
Lucent Partners January 2014 - Present
Traveling the World January 2013 - January 2014
Deutsche Bank June 2005 - January 2013
Morgan Stanley May 2003 - June 2005
Skills
Hedge Funds, Fixed Income, Alternative Investments, Equities, Capital Markets, Entrepreneurship, FINRA, Strategic Planning, Bloomberg, Investments, Investment Banking, Structured Products, Bonds, Strategy, Business Development, Electronic Trading, Valuation, Private Equity, Trading, Securities, Options, Asset Management, Hospitality Consulting, Derivatives, Portfolio Management, Series 63, Financial Markets, Financial Analysis, Due Diligence, Series 7, Asset Allocation, Structured Finance, Financial Services, Investment Strategies, Credit Derivatives, Equity Research, ETFs, Fund Of Funds, Finance, Swaps, Equity Derivatives, Trading Systems, Restaurants, Management Consulting, Hospitality, Start-ups
Education
University of Florida 1997 — 2002
CPA
Larkin Jacobson Larkin Jacobson's Morgan Stanley Experience June 2013 - September 2013
Job Investment Banking Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs June 2015 - Present
Bow River Capital Partners June 2014 - September 2014
Morgan Stanley June 2013 - September 2013
Skills
Microsoft Excel, Financial Analysis, Microsoft Word, Microsoft Office, PowerPoint, Leadership, Analysis, Finance, Teamwork, Research, Marketing, Team Leadership, Market Research, Microsoft PowerPoint, Social Media, Public Speaking, Social Networking
Education
University of Denver - Daniels College of Business 2011 — 2015
BSBA, Accounting and Finance, 3.98 GPA
Goldman Sachs June 2015 - Present
Bow River Capital Partners June 2014 - September 2014
Morgan Stanley June 2013 - September 2013
Skills
Microsoft Excel, Financial Analysis, Microsoft Word, Microsoft Office, PowerPoint, Leadership, Analysis, Finance, Teamwork, Research, Marketing, Team Leadership, Market Research, Microsoft PowerPoint, Social Media, Public Speaking, Social Networking
Education
University of Denver - Daniels College of Business 2011 — 2015
BSBA, Accounting and Finance, 3.98 GPA
Kelly Barrett Kelly Barrett's Morgan Stanley Experience December 1993 - May 1995
Job Owner at Dog Chic Boutique LLC
Industry Retail
Experience
Dog Chic Boutique LLC November 2012 - Present
Dogs Play Chicago LLC February 2004 - October 2014
Merial 2003 - 2003
Charles Schwab January 1994 - July 1999
Lord Securities and Acacia Capital September 1995 - December 1995
Morgan Stanley December 1993 - May 1995
Skills
Fundraising, Animal Rescue work, Strategic Planning, Small Business, Event Management, Negotiation, Pets, Business Strategy, Public Speaking, Contract Negotiation, Project Management, Customer Service, Public Relations, Event Planning, Non-profits, Project Planning, Marketing, Nonprofits, Entrepreneurship, Sales, Management, Online Marketing, Marketing Strategy, Social Networking, Start-ups, Social Media Marketing
Education
University of Denver 2000 — 2002
Bachelor of Arts (B.A.), French/Business
University of Denver 1989 — 1993
BA, French/Business
University Liggett School 1985 — 1989
Dog Chic Boutique LLC November 2012 - Present
Dogs Play Chicago LLC February 2004 - October 2014
Merial 2003 - 2003
Charles Schwab January 1994 - July 1999
Lord Securities and Acacia Capital September 1995 - December 1995
Morgan Stanley December 1993 - May 1995
Skills
Fundraising, Animal Rescue work, Strategic Planning, Small Business, Event Management, Negotiation, Pets, Business Strategy, Public Speaking, Contract Negotiation, Project Management, Customer Service, Public Relations, Event Planning, Non-profits, Project Planning, Marketing, Nonprofits, Entrepreneurship, Sales, Management, Online Marketing, Marketing Strategy, Social Networking, Start-ups, Social Media Marketing
Education
University of Denver 2000 — 2002
Bachelor of Arts (B.A.), French/Business
University of Denver 1989 — 1993
BA, French/Business
University Liggett School 1985 — 1989
Soumyajit Sahu's Morgan Stanley Experience May 2008 - August 2008
Job Software Development Engineer II at Microsoft
Industry Computer Software
Experience
Microsoft February 2014 - Present
Microsoft April 2013 - January 2014
VMware November 2010 - April 2013
Integrated Informatics Inc. May 2009 - November 2010
University of Florida January 2008 - December 2008
Morgan Stanley May 2008 - August 2008
Reliance Infocomm May 2005 - June 2005
Skills
Core Java, C, C++, SQL, Linux, Windows, XML, Eclipse, Visual Studio, C#, Computer Science, Algorithms, Data Structures, Network Programming, Relational Databases, Computer Security, Software Development, MySQL, Programming
Education
University of Florida 2007 — 2008
Masters, Computer Engineering
Dhirubhai Ambani Institute of Information and Communication Technology 2003 — 2007
Bachelors of Technology, Information and Communication Technology
Microsoft February 2014 - Present
Microsoft April 2013 - January 2014
VMware November 2010 - April 2013
Integrated Informatics Inc. May 2009 - November 2010
University of Florida January 2008 - December 2008
Morgan Stanley May 2008 - August 2008
Reliance Infocomm May 2005 - June 2005
Skills
Core Java, C, C++, SQL, Linux, Windows, XML, Eclipse, Visual Studio, C#, Computer Science, Algorithms, Data Structures, Network Programming, Relational Databases, Computer Security, Software Development, MySQL, Programming
Education
University of Florida 2007 — 2008
Masters, Computer Engineering
Dhirubhai Ambani Institute of Information and Communication Technology 2003 — 2007
Bachelors of Technology, Information and Communication Technology
Carolyn McIver Carolyn McIver's Morgan Stanley Experience March 2015 - Present
Job Business Service Manager at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley March 2015 - Present
Morgan Stanley March 2011 - March 2015
TEG Partners, UBS, Detwiler Fenton Investment Management 2008 - August 2011
Parrott Equine Associates February 1991 - June 2006
Morgan Stanley Smith Barney February 1996 - September 1998
Skills
Asset Allocation, Series 7, Wealth Management, Alternative Investments, Investments, Retirement Planning, Portfolio Management, Fixed Income, Asset Management, Securities, Mutual Funds, Investment Strategies, Equities, Investment Advisory, Series 66, MA Health & Life, Financial Planning
Education
University of Florida
BS, Business Administration
Morgan Stanley March 2015 - Present
Morgan Stanley March 2011 - March 2015
TEG Partners, UBS, Detwiler Fenton Investment Management 2008 - August 2011
Parrott Equine Associates February 1991 - June 2006
Morgan Stanley Smith Barney February 1996 - September 1998
Skills
Asset Allocation, Series 7, Wealth Management, Alternative Investments, Investments, Retirement Planning, Portfolio Management, Fixed Income, Asset Management, Securities, Mutual Funds, Investment Strategies, Equities, Investment Advisory, Series 66, MA Health & Life, Financial Planning
Education
University of Florida
BS, Business Administration
Jeffrey Tutor Jeffrey Tutor's Morgan Stanley Experience June 1998 - June 2000
Job PIA Portfolio Manager/Senior Vice PresidentInvestments at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2009 - Present
UBS June 2000 - June 2009
Morgan Stanley June 1998 - June 2000
Skills
Portfolio Management, Estate Planning, Financial Advisory, Tactical Asset..., Stock Picking, Security Analysis, Banking, Business Planning, Financial Analysis, Financial Planning, Team Leadership, Mergers, Non-profits, Strategic Planning, Risk Management, Strategic Financial..., Mergers & Acquisitions, Budgets, Negotiation, Team Building, Start-ups, Small Business, Nonprofits, Business Strategy, Analysis, Strategy, Finance, New Business Development, Leadership, Business Development, Asset Management, Due Diligence, Entrepreneurship, Private Equity, Insurance, Credit, Financial Modeling, Valuation
Education
University of Detroit Mercy
Economics and Political Science, Economics
Merrill Lynch June 2009 - Present
UBS June 2000 - June 2009
Morgan Stanley June 1998 - June 2000
Skills
Portfolio Management, Estate Planning, Financial Advisory, Tactical Asset..., Stock Picking, Security Analysis, Banking, Business Planning, Financial Analysis, Financial Planning, Team Leadership, Mergers, Non-profits, Strategic Planning, Risk Management, Strategic Financial..., Mergers & Acquisitions, Budgets, Negotiation, Team Building, Start-ups, Small Business, Nonprofits, Business Strategy, Analysis, Strategy, Finance, New Business Development, Leadership, Business Development, Asset Management, Due Diligence, Entrepreneurship, Private Equity, Insurance, Credit, Financial Modeling, Valuation
Education
University of Detroit Mercy
Economics and Political Science, Economics
Amy Pantini Hubbard Amy Pantini Hubbard's Morgan Stanley Experience May 2007 - February 2008
Job Reliable Caring Pet Sitter
Industry Hospitality
Experience
Plaid Pajama Pet Services April 2014 - Present
H & R Block January 2011 - January 2015
Transamerica March 2013 - November 2013
Comcast July 2011 - December 2011
World Group Securities March 2010 - April 2011
Effective Automation Solutions April 2009 - May 2010
Bank of the West/Banc West Investments March 2008 - February 2009
Morgan Stanley May 2007 - February 2008
Skills
Accounting, Bookkeeping, CRM, Depreciation, Employee Training, Financial Analysis, Financial Services, Investments, Management, Python, Sales, Securities, Sarbanes-Oxley Act, Tax, Social Media, Analysis, Time Management, Finance, Training, Banking, Small Business, Financial Advisory, Leadership, Strategic Financial..., Marketing, Marketing Strategy, Microsoft Office, Budgets, Financial Planning
Education
Mount Mercy University
BA, Social Work
University of Dubuque
Plaid Pajama Pet Services April 2014 - Present
H & R Block January 2011 - January 2015
Transamerica March 2013 - November 2013
Comcast July 2011 - December 2011
World Group Securities March 2010 - April 2011
Effective Automation Solutions April 2009 - May 2010
Bank of the West/Banc West Investments March 2008 - February 2009
Morgan Stanley May 2007 - February 2008
Skills
Accounting, Bookkeeping, CRM, Depreciation, Employee Training, Financial Analysis, Financial Services, Investments, Management, Python, Sales, Securities, Sarbanes-Oxley Act, Tax, Social Media, Analysis, Time Management, Finance, Training, Banking, Small Business, Financial Advisory, Leadership, Strategic Financial..., Marketing, Marketing Strategy, Microsoft Office, Budgets, Financial Planning
Education
Mount Mercy University
BA, Social Work
University of Dubuque
Courtney Baker's Morgan Stanley Experience July 2000 - December 2000
Job Associate Brand Manager at AnheuserBusch InBev
Industry Food & Beverages
Experience
Anheuser-Busch InBev June 2015 - Present
Independent Contractor October 2014 - May 2015
Miami Dolphins & Sun Life Stadium November 2011 - October 2014
CREATETHE GROUP November 2010 - May 2011
WDDG October 2005 - November 2010
Draftfcb September 2004 - October 2005
Digitas August 2002 - September 2004
CyLex Systems January 2001 - February 2002
Morgan Stanley July 2000 - December 2000
BBDO June 1999 - August 1999
Skills
Social Media, Advertising, Marketing Strategy, New Business Development, Marketing, Proposal Writing, Social Media Marketing, Creative Direction, CRM, Sponsorship Marketing, Corporate Sponsorships, Sports Marketing, Sponsorship, Sponsorship Activation, Event Management, Sports, Promotions, Sponsorship Sales, Special Events..., Digital Media, Digital Strategy, Digital Marketing, Management, Account Management, E-commerce, Lead Generation, Blogging, Business Development, Integrated Marketing, Marketing Communications, Leadership, Dolphin
Education
University of Florida 1996 — 2000
Bachelor's Degree, Advertising & Business Administrtation
The Benjamin School 1990 — 1996
High School, Advanced Placement
Anheuser-Busch InBev June 2015 - Present
Independent Contractor October 2014 - May 2015
Miami Dolphins & Sun Life Stadium November 2011 - October 2014
CREATETHE GROUP November 2010 - May 2011
WDDG October 2005 - November 2010
Draftfcb September 2004 - October 2005
Digitas August 2002 - September 2004
CyLex Systems January 2001 - February 2002
Morgan Stanley July 2000 - December 2000
BBDO June 1999 - August 1999
Skills
Social Media, Advertising, Marketing Strategy, New Business Development, Marketing, Proposal Writing, Social Media Marketing, Creative Direction, CRM, Sponsorship Marketing, Corporate Sponsorships, Sports Marketing, Sponsorship, Sponsorship Activation, Event Management, Sports, Promotions, Sponsorship Sales, Special Events..., Digital Media, Digital Strategy, Digital Marketing, Management, Account Management, E-commerce, Lead Generation, Blogging, Business Development, Integrated Marketing, Marketing Communications, Leadership, Dolphin
Education
University of Florida 1996 — 2000
Bachelor's Degree, Advertising & Business Administrtation
The Benjamin School 1990 — 1996
High School, Advanced Placement
Kristie Leggio Kristie Leggio's Morgan Stanley Experience May 2013 - Present
Job Executive Assistant at Morgan Stanley, Fixed Income & Commodities
Industry Financial Services
Experience
Morgan Stanley May 2013 - Present
FLG Lacrosse Inc. August 2010 - August 2014
Long Island University August 2010 - June 2012
Skills
Coaching, Public Speaking, Sports Marketing, Sports Management, Event Planning, Sports, Event Management, Fundraising, Budgets
Education
University of Denver - Daniels College of Business 2005 — 2008
Bachelor of Science (B.S.), Business Administration and Management, General
Morgan Stanley May 2013 - Present
FLG Lacrosse Inc. August 2010 - August 2014
Long Island University August 2010 - June 2012
Skills
Coaching, Public Speaking, Sports Marketing, Sports Management, Event Planning, Sports, Event Management, Fundraising, Budgets
Education
University of Denver - Daniels College of Business 2005 — 2008
Bachelor of Science (B.S.), Business Administration and Management, General
Dale Hewett Collier Dale Hewett Collier's Morgan Stanley Experience 2004 - 2005
Job Strategic Philanthropist
Industry Philanthropy
Experience
Kings Counsel & Trust, LLC August 2005 - Present
Kings Counsel February 2006 - Present
IBI Global / CEO Space 2000 - Present
Kings Counsel & Trust Real Estate, LP January 2006 - December 2008
Morgan Stanley 2004 - 2005
GEB Financial Services Group 2002 - 2003
DC Trees 1999 - 2003
Herbert - Halback 1998 - 1999
Valley Crest 1992 - 1998
Glatting Jackson 1993 - 1993
Skills
Financial Engineering, Biblical Stewardship, Landscape Architecture, Procurement, Social Entrepreneurship, Leadership Mentoring, Strategic Philanthropy, Heritage & Legacy..., Investor Relations
Education
University of Florida 1986 — 1995
BLA
Crystal River H.S. 1982 — 1986
Sebring H.S. 1984 — 1985
Kings Counsel & Trust, LLC August 2005 - Present
Kings Counsel February 2006 - Present
IBI Global / CEO Space 2000 - Present
Kings Counsel & Trust Real Estate, LP January 2006 - December 2008
Morgan Stanley 2004 - 2005
GEB Financial Services Group 2002 - 2003
DC Trees 1999 - 2003
Herbert - Halback 1998 - 1999
Valley Crest 1992 - 1998
Glatting Jackson 1993 - 1993
Skills
Financial Engineering, Biblical Stewardship, Landscape Architecture, Procurement, Social Entrepreneurship, Leadership Mentoring, Strategic Philanthropy, Heritage & Legacy..., Investor Relations
Education
University of Florida 1986 — 1995
BLA
Crystal River H.S. 1982 — 1986
Sebring H.S. 1984 — 1985
Danny Curkan's Morgan Stanley Experience August 2011 - November 2013
Job sr.vice president upstream financial partners
Industry Financial Services
Experience
Upstream investment partners March 2014 - Present
Morgan stanley August 2011 - November 2013
Wells Fargo Advisors December 1985 - August 2011
Skills
Wealth Management, Portfolio Management, Series 63, Investments, Mutual Funds, Alternative Investments, Asset Allocation, Equities, Retirement Planning, Securities, Fixed Income, Asset Management, Investment Advisory, Financial Services, Strategic Financial..., Capital Markets, Hedge Funds, Investment Strategies, Banking, Series 7, Financial Planning
Education
University of Florida 1981 — 1985
Bachelor of Science (BS) and Bachelor of Arts, Finance and Financial Management Services
Upstream investment partners March 2014 - Present
Morgan stanley August 2011 - November 2013
Wells Fargo Advisors December 1985 - August 2011
Skills
Wealth Management, Portfolio Management, Series 63, Investments, Mutual Funds, Alternative Investments, Asset Allocation, Equities, Retirement Planning, Securities, Fixed Income, Asset Management, Investment Advisory, Financial Services, Strategic Financial..., Capital Markets, Hedge Funds, Investment Strategies, Banking, Series 7, Financial Planning
Education
University of Florida 1981 — 1985
Bachelor of Science (BS) and Bachelor of Arts, Finance and Financial Management Services
Melissa Storch Melissa Storch's Morgan Stanley Experience January 2008 - June 2009
Job Marketing Client Associate at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC December 2010 - Present
Morgan Stanley January 2008 - June 2009
Merrill Lynch June 2006 - January 2008
Education
University of Florida 2002 — 2005
Bachelor of Science (B.S.), Public Relations
Wells Fargo Advisors, LLC December 2010 - Present
Morgan Stanley January 2008 - June 2009
Merrill Lynch June 2006 - January 2008
Education
University of Florida 2002 — 2005
Bachelor of Science (B.S.), Public Relations
Lauren (Zeitler) Peck's Morgan Stanley Experience May 2005 - August 2005
Job Global Product Manager
Industry Internet
Experience
Telintel April 2012 - Present
Routetrader September 2010 - April 2012
Goldman Sachs September 2009 - September 2010
Citco Fund Services April 2008 - September 2009
Lehman Brothers November 2006 - October 2007
Morgan Stanley May 2005 - August 2005
Skills
Sales, International Sales, Telecommunications, Sales Management, Business Development, Relationship Management, Business Strategy, New Business Development, SMS, Bulk SMS, Account Management, Negotiation, SMSC, VoIP, Competitive Analysis, Product Management, Marketing Strategy, Strategic Planning, Equity Trading, Stock Trading, Investor Relations, Investor Reporting, Hedge Funds, Client Analysis, Research, Mobile Devices, Direct Sales, SIP, Messaging, Enterprise Software, Strategic Partnerships, Managed Services, Key Account Management, Carriers, Start-ups, Wireless, Mobile Technology, Strategy, Solution Selling, Go-to-market Strategy, IP, Channel Partners
Education
University of Miami - School of Business 2010 — 2012
Master of Business Administration (M.B.A.), International Business
University of Florida
B.S., Economics
Telintel April 2012 - Present
Routetrader September 2010 - April 2012
Goldman Sachs September 2009 - September 2010
Citco Fund Services April 2008 - September 2009
Lehman Brothers November 2006 - October 2007
Morgan Stanley May 2005 - August 2005
Skills
Sales, International Sales, Telecommunications, Sales Management, Business Development, Relationship Management, Business Strategy, New Business Development, SMS, Bulk SMS, Account Management, Negotiation, SMSC, VoIP, Competitive Analysis, Product Management, Marketing Strategy, Strategic Planning, Equity Trading, Stock Trading, Investor Relations, Investor Reporting, Hedge Funds, Client Analysis, Research, Mobile Devices, Direct Sales, SIP, Messaging, Enterprise Software, Strategic Partnerships, Managed Services, Key Account Management, Carriers, Start-ups, Wireless, Mobile Technology, Strategy, Solution Selling, Go-to-market Strategy, IP, Channel Partners
Education
University of Miami - School of Business 2010 — 2012
Master of Business Administration (M.B.A.), International Business
University of Florida
B.S., Economics
Bettye Y. Kerckhoff, MBA, CFP® Bettye Y. Kerckhoff, MBA, CFP®'s Morgan Stanley Experience April 1996 - August 2001
Job Associate Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors August 2001 - Present
Morgan Stanley April 1996 - August 2001
Missouri Athletic Club May 1994 - October 1995
Skills
Investments, Asset Allocation, Retirement Planning, Mutual Funds, Retirement, Financial Advisory, Securities
Education
Webster University 1990 — 1993
Master of Business Administration (MBA), Marketing
University of Denver 1974 — 1977
Bachelor of Science (B.S.), Political Science
Franklin College, Lugano Switz. 1973 — 1974
John Burroughs High School 1967 — 1973
Wells Fargo Advisors August 2001 - Present
Morgan Stanley April 1996 - August 2001
Missouri Athletic Club May 1994 - October 1995
Skills
Investments, Asset Allocation, Retirement Planning, Mutual Funds, Retirement, Financial Advisory, Securities
Education
Webster University 1990 — 1993
Master of Business Administration (MBA), Marketing
University of Denver 1974 — 1977
Bachelor of Science (B.S.), Political Science
Franklin College, Lugano Switz. 1973 — 1974
John Burroughs High School 1967 — 1973
Jon Hill's Morgan Stanley Experience March 2010 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2010 - Present
Morgan Stanley April 2010 - January 2012
Risk Analytics Consultancy January 2009 - April 2010
Protiviti October 2007 - December 2008
Citigroup June 2001 - October 2007
Outercurve Technologies August 2000 - July 2001
Salmon Smith Barney October 1993 - June 2001
NEC Research August 1991 - October 1993
AT&T Bell Laboratories September 1983 - August 1991
Skills
VAR, Operational Risk, Monte Carlo Simulation, Economic Capital, C++, Excel, Derivatives, Quantitative Analysis, Market Risk, Quantitative Finance
Education
University of Florida
Bachelors, Engineering Science
University of Utah
Ph. D., Biophysics
University of Utah
Bachelors, Electrical Engineering
Morgan Stanley March 2010 - Present
Morgan Stanley April 2010 - January 2012
Risk Analytics Consultancy January 2009 - April 2010
Protiviti October 2007 - December 2008
Citigroup June 2001 - October 2007
Outercurve Technologies August 2000 - July 2001
Salmon Smith Barney October 1993 - June 2001
NEC Research August 1991 - October 1993
AT&T Bell Laboratories September 1983 - August 1991
Skills
VAR, Operational Risk, Monte Carlo Simulation, Economic Capital, C++, Excel, Derivatives, Quantitative Analysis, Market Risk, Quantitative Finance
Education
University of Florida
Bachelors, Engineering Science
University of Utah
Ph. D., Biophysics
University of Utah
Bachelors, Electrical Engineering
Michael Kaplan, PMP's Morgan Stanley Experience 2000 - 2002
Job I help organizations apply project management and PMO practices to improve business performance.
Industry Information Technology and Services
Experience
Smith & Nephew May 2015 - Present
SOFTPMO January 2010 - May 2015
Guardian Life Insurance October 2006 - January 2010
MetLife August 2005 - September 2006
Greentree Sales June 2003 - August 2005
MAK CON LLC June 2002 - August 2005
Morgan Stanley 2000 - 2002
AXA Equitable US 1999 - 2000
Morgan Stanley 1997 - 1999
Early Career Highlights 1991 - 1997
Skills
Strategic Planning, Process Improvement, Communication, Leadership, Data Center, IT Operations, Cloud Computing, IT Transformation, Social Media Marketing, Business Intelligence, SharePoint, Management, Project Portfolio..., PMO, PMP, Integration, Software Development, Business Transformation, Agile Methodologies, Program Management, Project Management, Key Performance..., Project Planning, Business Process
Education
University of Florida
Bachelor's Degree, Construction Management
Smith & Nephew May 2015 - Present
SOFTPMO January 2010 - May 2015
Guardian Life Insurance October 2006 - January 2010
MetLife August 2005 - September 2006
Greentree Sales June 2003 - August 2005
MAK CON LLC June 2002 - August 2005
Morgan Stanley 2000 - 2002
AXA Equitable US 1999 - 2000
Morgan Stanley 1997 - 1999
Early Career Highlights 1991 - 1997
Skills
Strategic Planning, Process Improvement, Communication, Leadership, Data Center, IT Operations, Cloud Computing, IT Transformation, Social Media Marketing, Business Intelligence, SharePoint, Management, Project Portfolio..., PMO, PMP, Integration, Software Development, Business Transformation, Agile Methodologies, Program Management, Project Management, Key Performance..., Project Planning, Business Process
Education
University of Florida
Bachelor's Degree, Construction Management
Andrew M. Craig's Morgan Stanley Experience June 1996 - January 2009
Job First Vice President Wealth Management UBS Financial Services
Industry Financial Services
Experience
UBS October 2009 - Present
Morgan Stanley June 1996 - January 2009
Education
University of Denver
UBS October 2009 - Present
Morgan Stanley June 1996 - January 2009
Education
University of Denver
Pamela Schiess Pamela Schiess's Morgan Stanley Experience June 2006 - July 2012
Job Assistant Vice President at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds June 2012 - Present
Morgan Stanley June 2006 - July 2012
Skills
Project Management, Client Service, Metrics, Management, Leadership, Equities, Microsoft Office, Financial Services, Capital Markets, Analysis, Portfolio Management, Microsoft Excel, Fixed Income, Analytics, Risk Management, Client Services, Account Management, Digital Marketing, Vendor Management, Business Analysis, Business Process..., Program Management, Marketing, Strategy
Education
University of Denver 2014 — 2017
Master's Degree, International/Global Studies
University of Miami 2002 — 2006
Bachelor of Science (B.S.), Broadcast Journalism and Judaic Studies
OppenheimerFunds June 2012 - Present
Morgan Stanley June 2006 - July 2012
Skills
Project Management, Client Service, Metrics, Management, Leadership, Equities, Microsoft Office, Financial Services, Capital Markets, Analysis, Portfolio Management, Microsoft Excel, Fixed Income, Analytics, Risk Management, Client Services, Account Management, Digital Marketing, Vendor Management, Business Analysis, Business Process..., Program Management, Marketing, Strategy
Education
University of Denver 2014 — 2017
Master's Degree, International/Global Studies
University of Miami 2002 — 2006
Bachelor of Science (B.S.), Broadcast Journalism and Judaic Studies
Taylor Chadsey Taylor Chadsey's Morgan Stanley Experience August 2015 - Present
Job FAA at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
Franklin Templeton Investments January 2010 - July 2015
Skills
Mutual Funds, Series 63, Series 7, Retirement Planning, Investments, Series 6, Asset Allocation, Wealth Management, Alternative Investments, Separately Managed..., Fixed Income, Equities, 401k, Financial Services, Securities, International Business
Education
University of Florida 2008 — 2009
Master's, International Business
University of Florida - Warrington College Of Business 2004 — 2008
BS, Finance, General
Morgan Stanley August 2015 - Present
Franklin Templeton Investments January 2010 - July 2015
Skills
Mutual Funds, Series 63, Series 7, Retirement Planning, Investments, Series 6, Asset Allocation, Wealth Management, Alternative Investments, Separately Managed..., Fixed Income, Equities, 401k, Financial Services, Securities, International Business
Education
University of Florida 2008 — 2009
Master's, International Business
University of Florida - Warrington College Of Business 2004 — 2008
BS, Finance, General
Ronnie C Simpson, CRPC® Ronnie C Simpson, CRPC®'s Morgan Stanley Experience April 2001 - May 2008
Job Vice President & Senior Portfolio Manager Investments at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Wealth Management May 2008 - Present
Morgan Stanley April 2001 - May 2008
Education
University of Florida 1994 — 1999
UBS Wealth Management May 2008 - Present
Morgan Stanley April 2001 - May 2008
Education
University of Florida 1994 — 1999
Kristin Ault Kristin Ault's Morgan Stanley Experience June 2014 - Present
Job Fixed Income Securities Analyst
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Skills
Leadership, Marketing, Event Planning, Sales, Start-ups, Market Planning, Facebook, Social Media Marketing, Social Networking, Marketing Communications, Social Media, Market Research, Advertising, Event Management
Education
University of Delaware - Lerner College of Business and Economics 2011 — 2014
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Morgan Stanley June 2014 - Present
Skills
Leadership, Marketing, Event Planning, Sales, Start-ups, Market Planning, Facebook, Social Media Marketing, Social Networking, Marketing Communications, Social Media, Market Research, Advertising, Event Management
Education
University of Delaware - Lerner College of Business and Economics 2011 — 2014
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Chris Cellini, MBA, CTP Chris Cellini, MBA, CTP's Morgan Stanley Experience May 2001 - October 2001
Job Assistant Treasurer at Direct Chassis Link Inc (DCLI)
Industry Transportation/Trucking/Railroad
Experience
Direct Chassis Link INC December 2013 - Present
Scottish Re July 2010 - December 2013
Carlisle and Gallagher October 2009 - September 2010
Wachovia Bank April 2008 - October 2009
Quiznos December 2003 - April 2008
Echostar 2002 - 2004
Regis College 2002 - 2003
Daniels College of Business 2001 - 2002
Morgan Stanley May 2001 - October 2001
Alamance County Mental Health 1998 - 2000
Skills
Investment Banking, Treasury Management, Certified Treasury..., Treasury, Treasury Services, Financial Analysis, Finacial Management, Financial Reporting, Financial Modeling, Mergers, Divestitures, Capital Budgeting, Operating Budgets, Department Budgeting, Variance Analysis, Interest Rate..., FX Options, Team Leadership, Development Of Employees, Six Sigma, BAI, ACH, Accounts Receivable, Accounts Payable, Covenant Compliance, Cash Flow Forecasting, Letters of Credit, Private Equity, NPV, IRR, Treasury Policies, Cash Flow Statements, Investor Relations, Payment Cards, Liquidity Management, US GAAP, Risk Management, Insurance, Management Consulting, Working Capital..., Hyperion Reports, Investments, Banking Relationships, Debt Restructuring, Debt, Revolving Lines of..., Intercompany..., SWIFT messaging, Communication, ERP and Treasury...
Education
University of Denver - Daniels College of Business 2000 — 2002
MBA
University of Denver 1996 — 1998
MSW, Social Work
University of North Carolina at Chapel Hill 1991 — 1995
BS, Psyc
Direct Chassis Link INC December 2013 - Present
Scottish Re July 2010 - December 2013
Carlisle and Gallagher October 2009 - September 2010
Wachovia Bank April 2008 - October 2009
Quiznos December 2003 - April 2008
Echostar 2002 - 2004
Regis College 2002 - 2003
Daniels College of Business 2001 - 2002
Morgan Stanley May 2001 - October 2001
Alamance County Mental Health 1998 - 2000
Skills
Investment Banking, Treasury Management, Certified Treasury..., Treasury, Treasury Services, Financial Analysis, Finacial Management, Financial Reporting, Financial Modeling, Mergers, Divestitures, Capital Budgeting, Operating Budgets, Department Budgeting, Variance Analysis, Interest Rate..., FX Options, Team Leadership, Development Of Employees, Six Sigma, BAI, ACH, Accounts Receivable, Accounts Payable, Covenant Compliance, Cash Flow Forecasting, Letters of Credit, Private Equity, NPV, IRR, Treasury Policies, Cash Flow Statements, Investor Relations, Payment Cards, Liquidity Management, US GAAP, Risk Management, Insurance, Management Consulting, Working Capital..., Hyperion Reports, Investments, Banking Relationships, Debt Restructuring, Debt, Revolving Lines of..., Intercompany..., SWIFT messaging, Communication, ERP and Treasury...
Education
University of Denver - Daniels College of Business 2000 — 2002
MBA
University of Denver 1996 — 1998
MSW, Social Work
University of North Carolina at Chapel Hill 1991 — 1995
BS, Psyc
Michael Breitman Michael Breitman's Morgan Stanley Experience December 2006 - February 2007
Job Search Optimization Analyst at Barnes & Noble
Industry Retail
Experience
The Hain Celestial Group July 2015 - Present
NOOK Media July 2014 - Present
Barnes & Noble March 2012 - Present
Barnes & Noble December 2009 - March 2012
Barnes & Noble August 2009 - December 2009
Morgan Stanley December 2006 - February 2007
Skills
Business Development, Account Management, Sales, Microsoft Excel, Strategic Partnerships, PowerPoint, Social Networking, Microsoft Office, Proprietary Software, Technology, Data Analysis, Microsoft Word, Creative Writing, SQL, Leadership, Social Media
Education
University of Delaware - Lerner College of Business and Economics 2005 — 2009
Bachelor of Science, Finance
The Hain Celestial Group July 2015 - Present
NOOK Media July 2014 - Present
Barnes & Noble March 2012 - Present
Barnes & Noble December 2009 - March 2012
Barnes & Noble August 2009 - December 2009
Morgan Stanley December 2006 - February 2007
Skills
Business Development, Account Management, Sales, Microsoft Excel, Strategic Partnerships, PowerPoint, Social Networking, Microsoft Office, Proprietary Software, Technology, Data Analysis, Microsoft Word, Creative Writing, SQL, Leadership, Social Media
Education
University of Delaware - Lerner College of Business and Economics 2005 — 2009
Bachelor of Science, Finance
Kirsten Bishop Kirsten Bishop's Morgan Stanley Experience 2006 - 2007
Job Marketing and Research Assistant at Capital Pacific
Industry Commercial Real Estate
Experience
Capital Pacific April 2014 - March 2015
Hornberger + Worstell Inc July 2013 - April 2014
Fentress Architects August 2008 - December 2012
Fentress Architects December 2009 - April 2012
Fentress Architects August 2008 - December 2009
Watermark, LLC July 2008 - August 2008
Karsh\Hagan January 2007 - June 2007
Morgan Stanley 2006 - 2007
Skills
Social Media Marketing, Marketing Communications, Adobe Creative Suite, Social Media, Marketing, Event Planning, Email Marketing, Media Relations, Marketing Strategy, Digital Marketing, Event Management, InDesign, Branding & Identity, Photoshop, Blogging, Graphic Design, Microsoft Office, Social Networking, PowerPoint, Press Releases, Facebook, Internal Communications, Project Management, Management, Leadership, Budgets
Education
University of Denver 2003 — 2007
BSBA, Business Marketing
Monte Vista High School 1999 — 2003
Capital Pacific April 2014 - March 2015
Hornberger + Worstell Inc July 2013 - April 2014
Fentress Architects August 2008 - December 2012
Fentress Architects December 2009 - April 2012
Fentress Architects August 2008 - December 2009
Watermark, LLC July 2008 - August 2008
Karsh\Hagan January 2007 - June 2007
Morgan Stanley 2006 - 2007
Skills
Social Media Marketing, Marketing Communications, Adobe Creative Suite, Social Media, Marketing, Event Planning, Email Marketing, Media Relations, Marketing Strategy, Digital Marketing, Event Management, InDesign, Branding & Identity, Photoshop, Blogging, Graphic Design, Microsoft Office, Social Networking, PowerPoint, Press Releases, Facebook, Internal Communications, Project Management, Management, Leadership, Budgets
Education
University of Denver 2003 — 2007
BSBA, Business Marketing
Monte Vista High School 1999 — 2003
Nick Foad Nick Foad's Morgan Stanley Experience May 2008 - March 2012
Job UC Consulting SE at Avaya
Industry Telecommunications
Experience
Avaya April 2012 - Present
Morgan Stanley May 2008 - March 2012
Morgan Stanley April 2003 - May 2008
Morgan Stanley September 2001 - April 2003
Morgan Stanley September 1997 - September 2001
Pencom Systems July 1994 - September 1997
Sun Microsystems September 1989 - July 1994
ICL July 1982 - September 1989
Skills
Webinars, Unified Communications, Messaging, SIP, Distributed Systems, Video Conferencing, Integration, Product Management, Telecommunications, Leadership, Mobile Devices, Unix, Disaster Recovery, Security, IT Strategy, Outsourcing, CRM, IT Management, Strategy, System Deployment, Vendor Management
Education
University of Exeter 1979 — 1982
BSc, Chemistry
Avaya April 2012 - Present
Morgan Stanley May 2008 - March 2012
Morgan Stanley April 2003 - May 2008
Morgan Stanley September 2001 - April 2003
Morgan Stanley September 1997 - September 2001
Pencom Systems July 1994 - September 1997
Sun Microsystems September 1989 - July 1994
ICL July 1982 - September 1989
Skills
Webinars, Unified Communications, Messaging, SIP, Distributed Systems, Video Conferencing, Integration, Product Management, Telecommunications, Leadership, Mobile Devices, Unix, Disaster Recovery, Security, IT Strategy, Outsourcing, CRM, IT Management, Strategy, System Deployment, Vendor Management
Education
University of Exeter 1979 — 1982
BSc, Chemistry
John Latronico's Morgan Stanley Experience September 2014 - Present
Job Loan Operations Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2014 - Present
J.P. Morgan August 2012 - September 2014
J.P. Morgan December 2011 - July 2012
ING DIRECT January 2011 - February 2011
ATK June 2009 - August 2009
ATK June 2008 - August 2008
Skills
Visual Basic, Microsoft Excel, Pivot Tables, Vlookup, Macro, Budgeting, Budget Forecasts, Cost Reduction, Process Improvement, Internal Controls, Communication, Trading Operations, Teamwork
Education
University of Delaware - Lerner College of Business and Economics 2007 — 2011
B.S., Finance and Management Information Systems
Morgan Stanley September 2014 - Present
J.P. Morgan August 2012 - September 2014
J.P. Morgan December 2011 - July 2012
ING DIRECT January 2011 - February 2011
ATK June 2009 - August 2009
ATK June 2008 - August 2008
Skills
Visual Basic, Microsoft Excel, Pivot Tables, Vlookup, Macro, Budgeting, Budget Forecasts, Cost Reduction, Process Improvement, Internal Controls, Communication, Trading Operations, Teamwork
Education
University of Delaware - Lerner College of Business and Economics 2007 — 2011
B.S., Finance and Management Information Systems
Niraj Chatwal's Morgan Stanley Experience April 2009 - July 2012
Job Director at Barclays Capital
Industry Financial Services
Experience
Barclays Capital July 2012 - Present
Morgan Stanley April 2009 - July 2012
Ernst & Young October 2004 - March 2009
Wachovia June 2000 - September 2004
Skills
Process Improvement, Six Sigma, Management, Banking, Business Process Mapping, Finance Transformation, Program Management
Education
University of Florida 1995 — 2000
B.S., Industrial & Systems Engineeting
Barclays Capital July 2012 - Present
Morgan Stanley April 2009 - July 2012
Ernst & Young October 2004 - March 2009
Wachovia June 2000 - September 2004
Skills
Process Improvement, Six Sigma, Management, Banking, Business Process Mapping, Finance Transformation, Program Management
Education
University of Florida 1995 — 2000
B.S., Industrial & Systems Engineeting
Carl Arnold III, AIF® Carl Arnold III, AIF®'s Morgan Stanley Experience June 2008 - July 2009
Job Chairman of CEO leadership labs Facilitator to executives and entrepreneurs intent on excellence in business and life
Industry Professional Training & Coaching
Experience
Vistage International, San Francisco, CA May 2013 - Present
Leading Registered Investment Advisory Firm January 2010 - May 2013
Charitable Earth May 2009 - May 2010
Morgan Stanley June 2008 - July 2009
Arnold Hotel Group July 2000 - August 2005
Milepost Industries June 1980 - August 2005
Skills
Investment Advisory, Wealth Management, Asset Allocation, Retirement Planning, Investments, Asset Managment, Investment Management, Strategic Financial..., Management Consulting, Business Coaching, Executive Facilitation, Corporate Development, Asset Management, Mergers & Acquisitions, Start-ups, leadership develoment, Advisory Boards, Executive Coaching, Retirement, Estate Planning, Investment Strategies, Portfolio Management, Marketing, Strategic Leadership, Leadership Development, Thought Leadership, Organizational..., Executive Development, Lifestyle Coaching, Entrepreneurship, Financial Analysis, Leadership, Executive Management, Social Networking, Brand Development, Finance, Venture Capital, Strategy, Small Business, Management, Private Equity, Business Planning, Financial Advisory, Strategic Partnerships, Business Development, Business Strategy, Social Media, Business Process..., Angel Investing, Strategic Planning
Education
University of Denver 1971 — 1975
Bachelor of Science, Business Administration, Hotel and Restaurant Major, Music Minor
Crocker 1967 — 1969
Menlo High School 1967 — 1968
Vistage International, San Francisco, CA May 2013 - Present
Leading Registered Investment Advisory Firm January 2010 - May 2013
Charitable Earth May 2009 - May 2010
Morgan Stanley June 2008 - July 2009
Arnold Hotel Group July 2000 - August 2005
Milepost Industries June 1980 - August 2005
Skills
Investment Advisory, Wealth Management, Asset Allocation, Retirement Planning, Investments, Asset Managment, Investment Management, Strategic Financial..., Management Consulting, Business Coaching, Executive Facilitation, Corporate Development, Asset Management, Mergers & Acquisitions, Start-ups, leadership develoment, Advisory Boards, Executive Coaching, Retirement, Estate Planning, Investment Strategies, Portfolio Management, Marketing, Strategic Leadership, Leadership Development, Thought Leadership, Organizational..., Executive Development, Lifestyle Coaching, Entrepreneurship, Financial Analysis, Leadership, Executive Management, Social Networking, Brand Development, Finance, Venture Capital, Strategy, Small Business, Management, Private Equity, Business Planning, Financial Advisory, Strategic Partnerships, Business Development, Business Strategy, Social Media, Business Process..., Angel Investing, Strategic Planning
Education
University of Denver 1971 — 1975
Bachelor of Science, Business Administration, Hotel and Restaurant Major, Music Minor
Crocker 1967 — 1969
Menlo High School 1967 — 1968
Lauren (Rosenberg) Sweeney, CMP Lauren (Rosenberg) Sweeney, CMP's Morgan Stanley Experience August 2001 - September 2002
Job Manager, Events & Meetings, KPMG LLP
Industry Events Services
Experience
KPMG LLP May 2005 - Present
ArtServe September 2001 - May 2005
Morgan Stanley August 2001 - September 2002
Education
University of Florida 1996 — 2000
BS, Business Administration, Economics
Taravella 1992 — 1996
KPMG LLP May 2005 - Present
ArtServe September 2001 - May 2005
Morgan Stanley August 2001 - September 2002
Education
University of Florida 1996 — 2000
BS, Business Administration, Economics
Taravella 1992 — 1996
Lindsay Singer, CFP®'s Morgan Stanley Experience September 2008 - May 2009
Job Relationship Management Associate at Crestwood Advisors LLC
Industry Investment Management
Experience
Crestwood Advisors LLC June 2011 - Present
Eaton Vance April 2010 - June 2011
Moms Best Friend Agency September 2009 - April 2010
Morgan Stanley September 2008 - May 2009
Education
University of Delaware - Lerner College of Business and Economics 2005 — 2009
BA, Economics
CERTIFIED FINANCIAL PLANNER™ 2013 — 2013
Amherst Regional High School 2000 — 2005
Crestwood Advisors LLC June 2011 - Present
Eaton Vance April 2010 - June 2011
Moms Best Friend Agency September 2009 - April 2010
Morgan Stanley September 2008 - May 2009
Education
University of Delaware - Lerner College of Business and Economics 2005 — 2009
BA, Economics
CERTIFIED FINANCIAL PLANNER™ 2013 — 2013
Amherst Regional High School 2000 — 2005
Nimesh Amin Nimesh Amin's Morgan Stanley Experience August 2008 - November 2010
Job Network Solutions Engineer at Cisco
Industry Financial Services
Experience
Cisco March 2015 - Present
New York University September 2013 - March 2015
Pfizer October 2012 - September 2013
Citi November 2010 - October 2012
Morgan Stanley August 2008 - November 2010
BT Global Services January 2004 - August 2008
Skills
Cisco Technologies, Juniper, CCNA, CCNP, CCIE R&S, OSPF, BGP, IPv6, TCP/IP, IP Multicast, LAN Switching, QoS, MPLS, Traffic Engineering, Cisco Certified, CCIE, Integration, Network Security, Security, Routing, Cisco IOS, Networking
Education
University of East London
Cisco March 2015 - Present
New York University September 2013 - March 2015
Pfizer October 2012 - September 2013
Citi November 2010 - October 2012
Morgan Stanley August 2008 - November 2010
BT Global Services January 2004 - August 2008
Skills
Cisco Technologies, Juniper, CCNA, CCNP, CCIE R&S, OSPF, BGP, IPv6, TCP/IP, IP Multicast, LAN Switching, QoS, MPLS, Traffic Engineering, Cisco Certified, CCIE, Integration, Network Security, Security, Routing, Cisco IOS, Networking
Education
University of East London
Jessica Jennings Jessica Jennings's Morgan Stanley Experience May 2007 - August 2007
Job MBA, Senior Development Associate, Annual Giving
Industry Fund-Raising
Experience
UF Health Office of Development May 2015 - Present
UF Health Office of Development August 2012 - May 2015
352 Media Group November 2011 - April 2012
University of Florida- Executive Education August 2011 - November 2011
Get Married Media May 2009 - May 2010
Summit Marketing September 2008 - May 2009
College Sports Television August 2007 - May 2008
Morgan Stanley May 2007 - August 2007
State Farm Insurance June 2005 - August 2005
Miami Dolphins, Inc. 2003 - 2003
Skills
Email Marketing, Marketing Communications, Event Management, Strategy, Marketing Strategy, Fundraising, Teamwork, Facebook, Goal Oriented, Blogging, Marketing, Strategic Program..., Self-driven, Event Planning, Integrated Marketing, Social Media, Budgets, Time Management, Lead Generation, Strategic Partnerships, Community Outreach, Building Positive..., Strategic Planning, Problem Solving, Leadership, Customer Service, Sponsorship, Promotions, Annual Giving, Online Marketing, Philanthropy, Corporate Sponsorships, Donor Engagement
Education
University of Florida 2010 — 2011
MBA, Marketing, Entrepreneurship, Competitive Strategy
University of Florida 2004 — 2008
Magna Cum Laude, Bachelor of Science, Marketing/Mass Communications
UNSW Australia 2006 — 2006
Study Abroad Program, Tourism and Recreation Management
UF Health Office of Development May 2015 - Present
UF Health Office of Development August 2012 - May 2015
352 Media Group November 2011 - April 2012
University of Florida- Executive Education August 2011 - November 2011
Get Married Media May 2009 - May 2010
Summit Marketing September 2008 - May 2009
College Sports Television August 2007 - May 2008
Morgan Stanley May 2007 - August 2007
State Farm Insurance June 2005 - August 2005
Miami Dolphins, Inc. 2003 - 2003
Skills
Email Marketing, Marketing Communications, Event Management, Strategy, Marketing Strategy, Fundraising, Teamwork, Facebook, Goal Oriented, Blogging, Marketing, Strategic Program..., Self-driven, Event Planning, Integrated Marketing, Social Media, Budgets, Time Management, Lead Generation, Strategic Partnerships, Community Outreach, Building Positive..., Strategic Planning, Problem Solving, Leadership, Customer Service, Sponsorship, Promotions, Annual Giving, Online Marketing, Philanthropy, Corporate Sponsorships, Donor Engagement
Education
University of Florida 2010 — 2011
MBA, Marketing, Entrepreneurship, Competitive Strategy
University of Florida 2004 — 2008
Magna Cum Laude, Bachelor of Science, Marketing/Mass Communications
UNSW Australia 2006 — 2006
Study Abroad Program, Tourism and Recreation Management
Brian Bremner Brian Bremner's Morgan Stanley Experience July 2013 - Present
Job VP, Operations Client Relationship Mgmt at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2013 - Present
Morgan Stanley November 2007 - July 2013
Wells Fargo July 2003 - November 2007
E*TRADE Financial October 2000 - July 2003
Cendant Mortgage 1999 - 2000
Merrill Lynch 1998 - 1998
Skills
Management, Equities, Series 7, Finance, Loans, Investments, Securities, Hedge Funds, Mutual Funds, Portfolio Management, Fixed Income, Derivatives, Financial Services, Risk Management, Banking, Asset Management
Education
University of Delaware - Lerner College of Business and Economics 1995 — 1999
Bachelor of Science (BS), Business Administration, Management and Operations
Morgan Stanley July 2013 - Present
Morgan Stanley November 2007 - July 2013
Wells Fargo July 2003 - November 2007
E*TRADE Financial October 2000 - July 2003
Cendant Mortgage 1999 - 2000
Merrill Lynch 1998 - 1998
Skills
Management, Equities, Series 7, Finance, Loans, Investments, Securities, Hedge Funds, Mutual Funds, Portfolio Management, Fixed Income, Derivatives, Financial Services, Risk Management, Banking, Asset Management
Education
University of Delaware - Lerner College of Business and Economics 1995 — 1999
Bachelor of Science (BS), Business Administration, Management and Operations
Nicole Mascera Nicole Mascera's Morgan Stanley Experience November 2014 - Present
Job Vice President, Senior Recruiting Manager for Morgan Stanley Investment Banking & Global Capital Markets
Industry Financial Services
Experience
Morgan Stanley November 2014 - Present
UBS Investment Bank March 2014 - October 2014
Street of Walls (Currently The Vettery) July 2012 - December 2013
Nicole Mascera Photography February 2008 - June 2012
SAC Capital (Currently Point72 Asset Management) August 2002 - January 2008
SAC Capital (Currently Point72 Asset Management) August 1999 - August 2002
Skills
Hedge Funds, Equities, Bloomberg, Trading, Equity Trading, College Recruiting, Financial Recruiting, Alternative Investments, Investments, Fixed Income, Risk Management, Financial Modeling, Financial Services, Derivatives, Portfolio Management, Finance, Investment Banking, Valuation
Education
University of Florida 1995 — 1999
Bachelor's degree, Accounting
Morgan Stanley November 2014 - Present
UBS Investment Bank March 2014 - October 2014
Street of Walls (Currently The Vettery) July 2012 - December 2013
Nicole Mascera Photography February 2008 - June 2012
SAC Capital (Currently Point72 Asset Management) August 2002 - January 2008
SAC Capital (Currently Point72 Asset Management) August 1999 - August 2002
Skills
Hedge Funds, Equities, Bloomberg, Trading, Equity Trading, College Recruiting, Financial Recruiting, Alternative Investments, Investments, Fixed Income, Risk Management, Financial Modeling, Financial Services, Derivatives, Portfolio Management, Finance, Investment Banking, Valuation
Education
University of Florida 1995 — 1999
Bachelor's degree, Accounting
Jason Michaud's Morgan Stanley Experience June 2012 - August 2013
Job Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2013 - Present
Morgan Stanley June 2012 - August 2013
Merrill Lynch February 2012 - May 2012
Skills
Series 7, Series 66, Financial Analysis, Financial Modeling, Microsoft Excel
Education
University of Delaware - Lerner College of Business and Economics 2009 — 2012
BS, Finance
The Governor's Academy 2003 — 2007
Fidelity Investments August 2013 - Present
Morgan Stanley June 2012 - August 2013
Merrill Lynch February 2012 - May 2012
Skills
Series 7, Series 66, Financial Analysis, Financial Modeling, Microsoft Excel
Education
University of Delaware - Lerner College of Business and Economics 2009 — 2012
BS, Finance
The Governor's Academy 2003 — 2007
Robyn Thomas Robyn Thomas's Morgan Stanley Experience 2003 - 2006
Job Associate Relations Manager at Chico's FAS Inc.
Industry Retail
Experience
Chico's FAS Inc. April 2011 - Present
Chico's FAS Inc. August 2010 - June 2011
The Nielsen Company August 2008 - August 2010
Family Dollar January 2007 - August 2008
Morgan Stanley 2003 - 2006
Hospice of North Central Florida January 2002 - May 2003
Education
University of Florida 1993 — 1996
Bachelor of Science, Public Relations
Chico's FAS Inc. April 2011 - Present
Chico's FAS Inc. August 2010 - June 2011
The Nielsen Company August 2008 - August 2010
Family Dollar January 2007 - August 2008
Morgan Stanley 2003 - 2006
Hospice of North Central Florida January 2002 - May 2003
Education
University of Florida 1993 — 1996
Bachelor of Science, Public Relations
Scott Toohig, CIMA®, CAIA Scott Toohig, CIMA®, CAIA's Morgan Stanley Experience September 2000 - March 2002
Job Senior Vice President at Lazard Asset Management
Industry Investment Management
Experience
Lazard Asset Management March 2002 - Present
Morgan Stanley September 2000 - March 2002
Trident Partners Ltd. August 1999 - August 2000
Skills
Alternative Investments, Asset Management, Hedge Funds, Mutual Funds, Asset Allocation, Investments
Education
University of Delaware - Lerner College of Business and Economics
BS, Business Administration
Chaminade HS
Lazard Asset Management March 2002 - Present
Morgan Stanley September 2000 - March 2002
Trident Partners Ltd. August 1999 - August 2000
Skills
Alternative Investments, Asset Management, Hedge Funds, Mutual Funds, Asset Allocation, Investments
Education
University of Delaware - Lerner College of Business and Economics
BS, Business Administration
Chaminade HS
Charles L Guy, Jr. MBA Charles L Guy, Jr. MBA's Morgan Stanley Experience February 2004 - May 2009
Job Sales Leader | Financial Services
Industry Financial Services
Experience
Charles Schwab 2014 - Present
UBS Wealth Management 2010 - 2012
Morgan Stanley Smith Barney / Morgan Stanley Private Bank May 2009 - October 2010
Morgan Stanley February 2004 - May 2009
Bank of America January 2003 - January 2004
Mercantile Bank 2002 - 2003
Merrill Lynch 1995 - 2001
Skills
Series 7, Wealth Management, Series 63, Private Banking, Mortgage Lending, Credit, Portfolio Management, Asset Managment, Client Retention, High-Impact Sales..., New Business Development, Commercial Lending, Banking, Investments, Credit Analysis, Strategic Financial..., High Net Worth..., Wealth Management..., Cash Management, Mortgage Banking, Business Analysis, Business Process..., Team Leadership, Virtual Teams, Product Marketing, Project Management, Sales Management, Team Management, Financial Analysis, P&L Responsibility, Cross-functional Team..., Strategic Vision, Unsecured Loans, Aircraft Finance, Capital Markets, Leadership, Financial Advisory, Business Development, Loan Origination, Mutual Funds, Relationship Management, Securities, Asset Allocation, Investment Advisory, Retirement Planning, Commercial Banking, Alternative Investments, Equities
Education
University of Denver - Daniels College of Business 2013 — 2014
Master of Business Administration (MBA), Executive MBA Program - Cohort 61
University of North Florida - College of Business Administration 1990 — 1992
Bachelor of Business Administration (BBA), Finance/ Economics - Minor in International Business
Florida Community College
AA
Charles Schwab 2014 - Present
UBS Wealth Management 2010 - 2012
Morgan Stanley Smith Barney / Morgan Stanley Private Bank May 2009 - October 2010
Morgan Stanley February 2004 - May 2009
Bank of America January 2003 - January 2004
Mercantile Bank 2002 - 2003
Merrill Lynch 1995 - 2001
Skills
Series 7, Wealth Management, Series 63, Private Banking, Mortgage Lending, Credit, Portfolio Management, Asset Managment, Client Retention, High-Impact Sales..., New Business Development, Commercial Lending, Banking, Investments, Credit Analysis, Strategic Financial..., High Net Worth..., Wealth Management..., Cash Management, Mortgage Banking, Business Analysis, Business Process..., Team Leadership, Virtual Teams, Product Marketing, Project Management, Sales Management, Team Management, Financial Analysis, P&L Responsibility, Cross-functional Team..., Strategic Vision, Unsecured Loans, Aircraft Finance, Capital Markets, Leadership, Financial Advisory, Business Development, Loan Origination, Mutual Funds, Relationship Management, Securities, Asset Allocation, Investment Advisory, Retirement Planning, Commercial Banking, Alternative Investments, Equities
Education
University of Denver - Daniels College of Business 2013 — 2014
Master of Business Administration (MBA), Executive MBA Program - Cohort 61
University of North Florida - College of Business Administration 1990 — 1992
Bachelor of Business Administration (BBA), Finance/ Economics - Minor in International Business
Florida Community College
AA
Thomas Cafiero Thomas Cafiero's Morgan Stanley Experience January 2013 - Present
Job Senior Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2013 - Present
Morgan Stanley January 2011 - December 2012
Morgan Stanley January 2009 - December 2010
Morgan Stanley July 2007 - December 2008
Northrop Grumman Corporation January 2007 - July 2007
Northrop Grumman Corporation July 2005 - December 2006
Skills
Advanced skills in..., Technically Proficient..., Fluent in Sign Language
Education
University of Delaware - Lerner College of Business and Economics 2001 — 2005
Bachelor's degree
Morgan Stanley January 2013 - Present
Morgan Stanley January 2011 - December 2012
Morgan Stanley January 2009 - December 2010
Morgan Stanley July 2007 - December 2008
Northrop Grumman Corporation January 2007 - July 2007
Northrop Grumman Corporation July 2005 - December 2006
Skills
Advanced skills in..., Technically Proficient..., Fluent in Sign Language
Education
University of Delaware - Lerner College of Business and Economics 2001 — 2005
Bachelor's degree
Stephanie Devita Stephanie Devita's Morgan Stanley Experience May 2005 - January 2012
Job Managing Partner at Devita Andersen Partners
Industry Financial Services
Experience
DVA - Devita Andersen Partners January 2015 - Present
Execuzen January 2012 - December 2013
Morgan Stanley May 2005 - January 2012
Citigroup June 2004 - May 2005
Morgan Stanley June 2003 - June 2004
Skills
Series 7, Series 63, Series 24, Series 55, Series 3, Equity Derivatives, Bloomberg, Factset, Prime Brokerage, Risk Management, Options, ETFs, Trading, Hedge Funds, Proprietary Trading, Swaps, Investment Banking, Equities, Securities, Fixed Income, Consultancy, Business Strategy, Competitive Analysis, Sell Side, Strategic Partnerships, Risk Assessment, Project Coordination, Recruiting, Market Research, Data Analysis, Fantasy Football, Making It Happen, Financial Risk, Derivatives, Financial Market..., Equestrian, Badminton, Financial Structuring, Statistical Arbitrage, Electronic Trading, Trading Systems, Basel III, Regulatory Capital, Dodd-Frank, Market Risk, FINRA, Shoes, Awesomeness, Strategic Data Analysis, Executive Coaching
Education
University of Delaware - Lerner College of Business and Economics 1999 — 2003
DVA - Devita Andersen Partners January 2015 - Present
Execuzen January 2012 - December 2013
Morgan Stanley May 2005 - January 2012
Citigroup June 2004 - May 2005
Morgan Stanley June 2003 - June 2004
Skills
Series 7, Series 63, Series 24, Series 55, Series 3, Equity Derivatives, Bloomberg, Factset, Prime Brokerage, Risk Management, Options, ETFs, Trading, Hedge Funds, Proprietary Trading, Swaps, Investment Banking, Equities, Securities, Fixed Income, Consultancy, Business Strategy, Competitive Analysis, Sell Side, Strategic Partnerships, Risk Assessment, Project Coordination, Recruiting, Market Research, Data Analysis, Fantasy Football, Making It Happen, Financial Risk, Derivatives, Financial Market..., Equestrian, Badminton, Financial Structuring, Statistical Arbitrage, Electronic Trading, Trading Systems, Basel III, Regulatory Capital, Dodd-Frank, Market Risk, FINRA, Shoes, Awesomeness, Strategic Data Analysis, Executive Coaching
Education
University of Delaware - Lerner College of Business and Economics 1999 — 2003
David Anson David Anson's Morgan Stanley Experience March 1998 - December 2005
Job Financial Consultant at Western International Securities
Industry Financial Services
Experience
Western International Securities July 2010 - Present
Crowell, Weedon & Co. December 2006 - August 2010
Morgan Stanley March 1998 - December 2005
Skills
Cooking, Officiating Sports, Speaking French
Education
University of Denver 1991 — 1995
BSBA, Hotel, Restaurant & Tourism Mgmt.
University of Denver - Daniels College of Business 1991 — 1995
BSBA, Hotel, Restaurant & Tourism Mgmt.
Brentwood School
Diploma of Graduation, General Studies
Western International Securities July 2010 - Present
Crowell, Weedon & Co. December 2006 - August 2010
Morgan Stanley March 1998 - December 2005
Skills
Cooking, Officiating Sports, Speaking French
Education
University of Denver 1991 — 1995
BSBA, Hotel, Restaurant & Tourism Mgmt.
University of Denver - Daniels College of Business 1991 — 1995
BSBA, Hotel, Restaurant & Tourism Mgmt.
Brentwood School
Diploma of Graduation, General Studies
Howard Halberstein Howard Halberstein's Morgan Stanley Experience January 2014 - Present
Job Infrastructure Engineering and Root Cause Analysis
Industry Information Technology and Services
Experience
Morgan Stanley January 2014 - Present
Citibank June 2013 - December 2013
Deutsche Bank March 2011 - October 2012
Deutsche Bank May 2000 - July 2009
Bank ONe 1998 - 2000
Davita October 1997 - April 1998
Skills
Perl, Splunk, Infrastructure, Unix, Performance Tuning, Ksh, Data Analysis, Analysis, AIX, Trading Systems, Unix Shell Scripting, Data Center, Low Latency, Solaris, Disaster Recovery, Middle Office, Prime Brokerage, Sybase, High Availability, Reference Data, IT Strategy, Investment Banking, Vendor Management, Linux, Enterprise Architecture, Equity Derivatives, Red Hat Linux, Market Data, Electronic Trading, Operating Systems, Credit Derivatives, Fixed Income
Education
University of Florida 1986 — 1992
BS, Economics
Neshaminy Langhorne 1983 — 1986
HS
Morgan Stanley January 2014 - Present
Citibank June 2013 - December 2013
Deutsche Bank March 2011 - October 2012
Deutsche Bank May 2000 - July 2009
Bank ONe 1998 - 2000
Davita October 1997 - April 1998
Skills
Perl, Splunk, Infrastructure, Unix, Performance Tuning, Ksh, Data Analysis, Analysis, AIX, Trading Systems, Unix Shell Scripting, Data Center, Low Latency, Solaris, Disaster Recovery, Middle Office, Prime Brokerage, Sybase, High Availability, Reference Data, IT Strategy, Investment Banking, Vendor Management, Linux, Enterprise Architecture, Equity Derivatives, Red Hat Linux, Market Data, Electronic Trading, Operating Systems, Credit Derivatives, Fixed Income
Education
University of Florida 1986 — 1992
BS, Economics
Neshaminy Langhorne 1983 — 1986
HS
Jason Sisk Jason Sisk's Morgan Stanley Experience 2000 - 2001
Job Acquisitions Manager at Consolidated Investment Group
Industry Real Estate
Experience
Consolidated Investment Group May 2015 - Present
Hill Companies, LLC July 2012 - May 2015
Circle Capital Partners, LLC August 2006 - June 2011
The Broe Companies 2004 - 2006
Broe Group 2004 - 2006
Affordable Residential Communities 2002 - 2003
iVention Group 2000 - 2001
Morgan Stanley 2000 - 2001
Skills
Real Estate Investment, Dispositions, Real Estate, Due Diligence, Investment Properties, Leases, Negotiation, Contract Negotiation, Investments, Market Research, Financial Modeling, Asset Management, Land Acquisition, Asset Managment, Disposition
Education
University of Denver - Daniels College of Business 1999 — 2002
Bachelor's degree, Finance
University of Denver - Daniels College of Business 1999 — 2002
BSBA - Finance, Finance
Consolidated Investment Group May 2015 - Present
Hill Companies, LLC July 2012 - May 2015
Circle Capital Partners, LLC August 2006 - June 2011
The Broe Companies 2004 - 2006
Broe Group 2004 - 2006
Affordable Residential Communities 2002 - 2003
iVention Group 2000 - 2001
Morgan Stanley 2000 - 2001
Skills
Real Estate Investment, Dispositions, Real Estate, Due Diligence, Investment Properties, Leases, Negotiation, Contract Negotiation, Investments, Market Research, Financial Modeling, Asset Management, Land Acquisition, Asset Managment, Disposition
Education
University of Denver - Daniels College of Business 1999 — 2002
Bachelor's degree, Finance
University of Denver - Daniels College of Business 1999 — 2002
BSBA - Finance, Finance
Eric Monaghan's Morgan Stanley Experience January 2007 - January 2008
Job Investment Counselor at BB&T
Industry Financial Services
Experience
BB&T April 2013 - Present
ProEquities August 2012 - April 2013
FUTURITY FIRST Insurance Group August 2012 - April 2013
PNC Investments February 2008 - July 2012
Morgan Stanley January 2007 - January 2008
Skills
Personal Financial..., Life Insurance, Estate Planning, Asset Managment, Income Protection, Asset Management, Investments, Retirement Planning, Fixed Annuities, Financial Planners, Financial Services, Wealth, Term Life Insurance, Investment Advisory, Wealth Management
Education
University of Florida 2004 — 2006
BS, Finance
BB&T April 2013 - Present
ProEquities August 2012 - April 2013
FUTURITY FIRST Insurance Group August 2012 - April 2013
PNC Investments February 2008 - July 2012
Morgan Stanley January 2007 - January 2008
Skills
Personal Financial..., Life Insurance, Estate Planning, Asset Managment, Income Protection, Asset Management, Investments, Retirement Planning, Fixed Annuities, Financial Planners, Financial Services, Wealth, Term Life Insurance, Investment Advisory, Wealth Management
Education
University of Florida 2004 — 2006
BS, Finance
Cynthia Gilmore, CFP® Cynthia Gilmore, CFP®'s Morgan Stanley Experience April 1984 - March 2009
Job Senior Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James March 2009 - Present
Morgan Stanley April 1984 - March 2009
Education
University of Florida 1979 — 1982
BS in Business Administration, Finance
Raymond James March 2009 - Present
Morgan Stanley April 1984 - March 2009
Education
University of Florida 1979 — 1982
BS in Business Administration, Finance
Ryan Lurie Ryan Lurie's Morgan Stanley Experience September 2008 - Present
Job Vice President, Financial Advisor
Industry Financial Services
Experience
Morgan Stanley September 2008 - Present
Merrill Lynch August 2005 - September 2008
Skills
Retirement Planning, Series 7, Wealth Management, Asset Allocation, Account Management, Investment Strategies, Series 63, Investments, Securities, Alternative Investments
Education
University of Florida 2002 — 2005
BS, Marketing
Morgan Stanley September 2008 - Present
Merrill Lynch August 2005 - September 2008
Skills
Retirement Planning, Series 7, Wealth Management, Asset Allocation, Account Management, Investment Strategies, Series 63, Investments, Securities, Alternative Investments
Education
University of Florida 2002 — 2005
BS, Marketing
Alexander Plotkin's Morgan Stanley Experience April 2009 - September 2009
Job Project Manager at VCA
Industry Veterinary
Experience
VCA June 2014 - Present
VCA January 2013 - June 2014
VCA February 2012 - January 2013
VCA November 2009 - February 2012
Morgan Stanley April 2009 - September 2009
Cantor Fitzgerald November 2008 - January 2009
Dish Network June 2008 - November 2008
Skills
Strategic Analysis, Internal Controls, Business Valuation, Business Acquisition, Financial Analysis, Financial Reporting, Forecasting, Portfolio Management, Data Analysis, PowerPoint, Excel, Access, Microsoft Excel, Analysis, Financial Modeling, Market Research, Mergers, Salesforce.com, Leadership, Management, Finance, Valuation, Business Development, Accounting, Training, Teamwork, Business Strategy, Corporate Finance, Project Management, Team Leadership, Marketing, Business Process..., Financial Accounting, Operations Management, Business Planning, Budgets, Sales, Strategy, Process Improvement, Cross-functional Team...
Education
University of Denver - Daniels College of Business
Bachelor's Degree, Finance/Marketing
VCA June 2014 - Present
VCA January 2013 - June 2014
VCA February 2012 - January 2013
VCA November 2009 - February 2012
Morgan Stanley April 2009 - September 2009
Cantor Fitzgerald November 2008 - January 2009
Dish Network June 2008 - November 2008
Skills
Strategic Analysis, Internal Controls, Business Valuation, Business Acquisition, Financial Analysis, Financial Reporting, Forecasting, Portfolio Management, Data Analysis, PowerPoint, Excel, Access, Microsoft Excel, Analysis, Financial Modeling, Market Research, Mergers, Salesforce.com, Leadership, Management, Finance, Valuation, Business Development, Accounting, Training, Teamwork, Business Strategy, Corporate Finance, Project Management, Team Leadership, Marketing, Business Process..., Financial Accounting, Operations Management, Business Planning, Budgets, Sales, Strategy, Process Improvement, Cross-functional Team...
Education
University of Denver - Daniels College of Business
Bachelor's Degree, Finance/Marketing
Imani Miller Imani Miller's Morgan Stanley Experience
Job Secretary at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley
Skills
Administration, Networking, Teamwork, Microsoft Office, Microsoft Excel, PowerPoint, Presentations, Communication, Problem Solving
Education
University of Florida
Bachelor's degree, Engineering
Morgan Stanley
Skills
Administration, Networking, Teamwork, Microsoft Office, Microsoft Excel, PowerPoint, Presentations, Communication, Problem Solving
Education
University of Florida
Bachelor's degree, Engineering
Leighton Campbell, CFP®, CPCU® Leighton Campbell, CFP®, CPCU®'s Morgan Stanley Experience January 2000 - September 2004
Job President at 1st Allegiant Insurance LLC
Industry Insurance
Experience
1st Allegiant Insurance LLC February 2012 - Present
Federated Insurance September 2004 - February 2012
Morgan Stanley January 2000 - September 2004
Southwestern Company June 1996 - December 2000
Skills
Commercial Insurance, Property & Casualty..., Casualty, Commercial Lines, Life Insurance, Disability Insurance, Funding Estate Plans, Buy Sell Funding, Key Person Insurance
Education
University of Florida 1996 — 2000
Bachelor's degree, Finance
Cooper City High School 1992 — 1996
1st Allegiant Insurance LLC February 2012 - Present
Federated Insurance September 2004 - February 2012
Morgan Stanley January 2000 - September 2004
Southwestern Company June 1996 - December 2000
Skills
Commercial Insurance, Property & Casualty..., Casualty, Commercial Lines, Life Insurance, Disability Insurance, Funding Estate Plans, Buy Sell Funding, Key Person Insurance
Education
University of Florida 1996 — 2000
Bachelor's degree, Finance
Cooper City High School 1992 — 1996
Brian Titterington Brian Titterington's Morgan Stanley Experience June 2007 - September 2007
Job Vice President at Q Advisors
Industry Investment Banking
Experience
Q Advisors January 2015 - Present
Q Advisors February 2010 - January 2015
RBC Capital Markets March 2008 - February 2010
Morgan Stanley June 2007 - September 2007
Education
University of Denver 2004 — 2008
Bachelor of Science, Finance
Cherry Creek High School 2000 — 2004
Q Advisors January 2015 - Present
Q Advisors February 2010 - January 2015
RBC Capital Markets March 2008 - February 2010
Morgan Stanley June 2007 - September 2007
Education
University of Denver 2004 — 2008
Bachelor of Science, Finance
Cherry Creek High School 2000 — 2004
David Bigelow's Morgan Stanley Experience January 2013 - April 2013
Job Manager at Comcast
Industry Telecommunications
Experience
Comcast April 2015 - Present
Comcast April 2013 - April 2015
Morgan Stanley January 2013 - April 2013
Morgan Stanley April 2010 - April 2013
Morgan Stanley April 2010 - December 2012
John Moriarty & Associates June 2008 - August 2008
John Moriarty & Associates June 2007 - August 2007
Skills
Project Management, Financial Analysis, Financial Services, Corporate Finance, Wealth Management, Microsoft Excel, Banking, Finance, Due Diligence, Management, Project Planning, Economics, Credit, Analysis, Insurance, Time Management, Business Analysis, Analytics, Investment Banking, Strategy, Forecasting, Cross-functional Team..., Access, Teamwork, Process Improvement, Financial Risk, Data Analysis, Management Consulting, Training, Business Process, Mergers & Acquisitions, Marketing
Education
University of Delaware - Lerner College of Business and Economics 2005 — 2009
Finance, Finance and Economics
Comcast April 2015 - Present
Comcast April 2013 - April 2015
Morgan Stanley January 2013 - April 2013
Morgan Stanley April 2010 - April 2013
Morgan Stanley April 2010 - December 2012
John Moriarty & Associates June 2008 - August 2008
John Moriarty & Associates June 2007 - August 2007
Skills
Project Management, Financial Analysis, Financial Services, Corporate Finance, Wealth Management, Microsoft Excel, Banking, Finance, Due Diligence, Management, Project Planning, Economics, Credit, Analysis, Insurance, Time Management, Business Analysis, Analytics, Investment Banking, Strategy, Forecasting, Cross-functional Team..., Access, Teamwork, Process Improvement, Financial Risk, Data Analysis, Management Consulting, Training, Business Process, Mergers & Acquisitions, Marketing
Education
University of Delaware - Lerner College of Business and Economics 2005 — 2009
Finance, Finance and Economics
Michael Carlon Michael Carlon's Morgan Stanley Experience June 2013 - August 2013
Job Fixed Income Desk Assistant CastleOak Securities L.P.
Industry Financial Services
Experience
CastleOak Securities, L.P. May 2015 - Present
Cantor Fitzgerald June 2014 - Present
Morgan Stanley June 2013 - August 2013
Boys and Girls Club of Northwest New Jersey June 2007 - August 2013
Golden Edibles LLC December 2011 - January 2013
Skills
Access, Microsoft Office, Microsoft Excel, Data Analysis, PowerPoint, Microsoft Word, Financial Modeling, US Treasuries, Customer Service, Fixed Income, Leadership, Management, Public Speaking, Research, Securities Market, Social Media, Teamwork, Time Management
Education
University of Delaware - Lerner College of Business and Economics 2011 — 2015
Finance and Economics
CastleOak Securities, L.P. May 2015 - Present
Cantor Fitzgerald June 2014 - Present
Morgan Stanley June 2013 - August 2013
Boys and Girls Club of Northwest New Jersey June 2007 - August 2013
Golden Edibles LLC December 2011 - January 2013
Skills
Access, Microsoft Office, Microsoft Excel, Data Analysis, PowerPoint, Microsoft Word, Financial Modeling, US Treasuries, Customer Service, Fixed Income, Leadership, Management, Public Speaking, Research, Securities Market, Social Media, Teamwork, Time Management
Education
University of Delaware - Lerner College of Business and Economics 2011 — 2015
Finance and Economics
Brian E. Adams's Morgan Stanley Experience January 1998 - July 2001
Job VicePresident/Investments at Carter, Terry and Co.
Industry Financial Services
Experience
Carter, Terry and Co. July 2001 - Present
Morgan Stanley January 1998 - July 2001
VTR Capital September 1996 - January 1998
Skills
Stockbroking, Private Equity, Private Wealth..., IRA Rollovers, financial planning, Investment Banking, 401k Rollovers, 403B Rollovers, Denovo banking..., Fixed Income, Equities, International Equities, Natural Resources, Gold, Silver, Precious Metals, Mining Stocks, Financial Solutions, ETFs, Bonds, Bond Funds, High yield instruments, Annuities, Stock Trading, Start-ups, Small Caps, Investments, Retirement Planning, Stocks, Alternative Investments, Strategic Financial..., Retirement, Fixed Annuities, Financial Services, Series 7, Cash Management, IRAs, Securities
Education
University of Florida 1991 — 1996
BA, French, geography
Carter, Terry and Co. July 2001 - Present
Morgan Stanley January 1998 - July 2001
VTR Capital September 1996 - January 1998
Skills
Stockbroking, Private Equity, Private Wealth..., IRA Rollovers, financial planning, Investment Banking, 401k Rollovers, 403B Rollovers, Denovo banking..., Fixed Income, Equities, International Equities, Natural Resources, Gold, Silver, Precious Metals, Mining Stocks, Financial Solutions, ETFs, Bonds, Bond Funds, High yield instruments, Annuities, Stock Trading, Start-ups, Small Caps, Investments, Retirement Planning, Stocks, Alternative Investments, Strategic Financial..., Retirement, Fixed Annuities, Financial Services, Series 7, Cash Management, IRAs, Securities
Education
University of Florida 1991 — 1996
BA, French, geography
William Whittington William Whittington's Morgan Stanley Experience June 2014 - Present
Job Registered Client Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Black Diamond Performance Reporting, LLC March 2013 - April 2014
Merrill Edge May 2012 - August 2013
Merrill Edge August 2012 - March 2013
Merrill Lynch March 2007 - May 2011
Skills
Client Service Oriented, Series 7, Oral & Written..., Customer Satisfaction, Series 66, Learning Quickly, Team-oriented, Microsoft Excel, Performance Reporting, Analytical Capability, Friendly Personality, Intelligence, Motivated self-starter, Dependable Team Player, Finance, Technology, Client Services, Uniform Combined State..., Retirement Benefits, Retirement Planning, Retirement
Education
University of Florida 1998 — 2002
Bachelor of Health Science, Rehabilitation Services
Morgan Stanley June 2014 - Present
Black Diamond Performance Reporting, LLC March 2013 - April 2014
Merrill Edge May 2012 - August 2013
Merrill Edge August 2012 - March 2013
Merrill Lynch March 2007 - May 2011
Skills
Client Service Oriented, Series 7, Oral & Written..., Customer Satisfaction, Series 66, Learning Quickly, Team-oriented, Microsoft Excel, Performance Reporting, Analytical Capability, Friendly Personality, Intelligence, Motivated self-starter, Dependable Team Player, Finance, Technology, Client Services, Uniform Combined State..., Retirement Benefits, Retirement Planning, Retirement
Education
University of Florida 1998 — 2002
Bachelor of Health Science, Rehabilitation Services
Joseph Akey's Morgan Stanley Experience September 2013 - Present
Job Morgan Stanley Registered Associate
Industry Financial Services
Experience
Morgan Stanley September 2013 - Present
Wells Fargo April 2013 - September 2013
Wells Fargo March 2011 - April 2013
LSBE Financial Markets March 2011 - May 2012
Skills
Financial Analysis, Portfolio Management, Investments, Equities, Banking, Microsoft Excel, Equity Research, Asset Managment, Finance, Teamwork, Leadership, PowerPoint, Microsoft Word, Financial Markets, Economics, Asset Management
Education
University of Denver - Daniels College of Business 2014 — 2016
Master of Business Administration (M.B.A.)
university of denver 2014 — 2016
Master of Business Administration (M.B.A.)
University of Minnesota-Duluth 2008 — 2012
Bachelor of Business Administration (BBA), Financial Markets/ Finance
Morgan Stanley September 2013 - Present
Wells Fargo April 2013 - September 2013
Wells Fargo March 2011 - April 2013
LSBE Financial Markets March 2011 - May 2012
Skills
Financial Analysis, Portfolio Management, Investments, Equities, Banking, Microsoft Excel, Equity Research, Asset Managment, Finance, Teamwork, Leadership, PowerPoint, Microsoft Word, Financial Markets, Economics, Asset Management
Education
University of Denver - Daniels College of Business 2014 — 2016
Master of Business Administration (M.B.A.)
university of denver 2014 — 2016
Master of Business Administration (M.B.A.)
University of Minnesota-Duluth 2008 — 2012
Bachelor of Business Administration (BBA), Financial Markets/ Finance
David Weill David Weill's Morgan Stanley Experience January 2013 - Present
Job Market Risk Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2013 - Present
Morgan Stanley August 2010 - January 2013
Skills
VBA, SQL, Prime Brokerage, Bloomberg Terminal, Financial Risk, Data Analysis, Access, Fixed Income, Microsoft Excel, Microsoft Office, Risk Management, PowerPoint, Analysis, Financial Analysis, Management
Education
University of Delaware - Lerner College of Business and Economics 2006 — 2010
BS, Management Information Systems
CFA Level II Candidate
Morgan Stanley January 2013 - Present
Morgan Stanley August 2010 - January 2013
Skills
VBA, SQL, Prime Brokerage, Bloomberg Terminal, Financial Risk, Data Analysis, Access, Fixed Income, Microsoft Excel, Microsoft Office, Risk Management, PowerPoint, Analysis, Financial Analysis, Management
Education
University of Delaware - Lerner College of Business and Economics 2006 — 2010
BS, Management Information Systems
CFA Level II Candidate
Patrick Toher Patrick Toher's Morgan Stanley Experience June 2015 - Present
Job Client Service Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Diamond State Financial Group June 2014 - October 2014
JW's Public House May 2013 - August 2013
Isabella Visiting Care May 2012 - August 2012
Locust Valley Chemists Inc June 2009 - August 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Microsoft Office 2007, Windows & Mac operating..., PowerPoint, Access, Outlook, Teamwork, Lotus Notes, Windows, Time Management, Data Entry, QuickBooks, Computer Hardware, Economics, Public Speaking
Education
University of Delaware - Lerner College of Business and Economics 2011 — 2015
Bachelor of Science (B.S.), Economics
Chaminade High Scool 2007 — 2011
High School Diploma, Liberal Arts, 88.3
Morgan Stanley June 2015 - Present
Diamond State Financial Group June 2014 - October 2014
JW's Public House May 2013 - August 2013
Isabella Visiting Care May 2012 - August 2012
Locust Valley Chemists Inc June 2009 - August 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Microsoft Office 2007, Windows & Mac operating..., PowerPoint, Access, Outlook, Teamwork, Lotus Notes, Windows, Time Management, Data Entry, QuickBooks, Computer Hardware, Economics, Public Speaking
Education
University of Delaware - Lerner College of Business and Economics 2011 — 2015
Bachelor of Science (B.S.), Economics
Chaminade High Scool 2007 — 2011
High School Diploma, Liberal Arts, 88.3
Christopher Sparno Christopher Sparno's Morgan Stanley Experience September 2013 - Present
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2013 - Present
Kappa Alpha Order- Beta Epsilon Chapter January 2012 - December 2012
Prudential Financial Investment Management May 2012 - August 2012
Baker Communications Inc June 2010 - August 2011
The UPS Store July 2008 - August 2009
Skills
Fixed Income, Derivatives, Investments, Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Social Media, Leadership, Public Speaking, Financial Analysis, Access, Financial Modeling, Process Improvement, Valuation, Leadership Development, Interest Rate..., Interest Rate Swaps, Credit Derivatives, Collateral Management, Securities Regulation, Regulatory Requirements, Management
Education
University of Delaware - Lerner College of Business and Economics 2009 — 2013
Bachelor of Science (BS), Finance (Economics Minor)
Montgomery High School, Class of 2009 2005 — 2009
Morgan Stanley September 2013 - Present
Kappa Alpha Order- Beta Epsilon Chapter January 2012 - December 2012
Prudential Financial Investment Management May 2012 - August 2012
Baker Communications Inc June 2010 - August 2011
The UPS Store July 2008 - August 2009
Skills
Fixed Income, Derivatives, Investments, Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Social Media, Leadership, Public Speaking, Financial Analysis, Access, Financial Modeling, Process Improvement, Valuation, Leadership Development, Interest Rate..., Interest Rate Swaps, Credit Derivatives, Collateral Management, Securities Regulation, Regulatory Requirements, Management
Education
University of Delaware - Lerner College of Business and Economics 2009 — 2013
Bachelor of Science (BS), Finance (Economics Minor)
Montgomery High School, Class of 2009 2005 — 2009
Zhen(Jane) Wang Zhen(Jane) Wang's Morgan Stanley Experience January 2010 - August 2012
Job Working at Avvo
Industry Information Technology and Services
Experience
Avvo July 2014 - Present
WildTangent June 2013 - June 2014
Morgan Stanley January 2010 - August 2012
Skills
Microsoft SQL Server, Tableau, R, OLAP, Pivot Tables, Illustrator, Database Design, Oracle, SharePoint, HTML,XML, UML, Accounting and Finance, Access, Analysis, Databases, Mainframe, Omega, SSRS, Concur, UX design, Metadata, SQL, Bloomberg, Reuters, Business Analysis, Analytics, XML, Visio, Microsoft Excel
Education
University of Washington 2012 — 2014
Master of Science (MS), Information Management, 3.8
University of Exeter 2008 — 2009
Master of Science (MSc), Accounting and Finance, Distinction
Zhejiang Gongshang University 2004 — 2008
Bachelor's degree, Finance, 3.7
Avvo July 2014 - Present
WildTangent June 2013 - June 2014
Morgan Stanley January 2010 - August 2012
Skills
Microsoft SQL Server, Tableau, R, OLAP, Pivot Tables, Illustrator, Database Design, Oracle, SharePoint, HTML,XML, UML, Accounting and Finance, Access, Analysis, Databases, Mainframe, Omega, SSRS, Concur, UX design, Metadata, SQL, Bloomberg, Reuters, Business Analysis, Analytics, XML, Visio, Microsoft Excel
Education
University of Washington 2012 — 2014
Master of Science (MS), Information Management, 3.8
University of Exeter 2008 — 2009
Master of Science (MSc), Accounting and Finance, Distinction
Zhejiang Gongshang University 2004 — 2008
Bachelor's degree, Finance, 3.7
Brian McGeachy Brian McGeachy's Morgan Stanley Experience 1999 - 2001
Job Account Manager and Sales Professional
Industry Consumer Goods
Experience
Friedrich Air Conditioning October 2013 - Present
Whirlpool Corporation October 2005 - January 2012
Self Employed 2002 - 2005
Morgan Stanley 1999 - 2001
Norwegian Cruise Line 1992 - 1999
Skills
Account Management, Sales Management, Sales Operations, Inside Sales, National Account Sales, Contract Negotiation, Pricing Negotiation, Public Speaking, National Accounts, Strategic Planning, New Business Development, Marketing Strategy, Management, Project Management, Marketing, Pricing Strategy, Sales, Selling, Forecasting, Pricing, Salesforce.com, Retail, Leadership, Training, Negotiation, Merchandising, Competitive Analysis, Key Account Development, Cross-functional Team..., Key Account Management, Direct Sales, P&L Management
Education
University of Florida
BS, Broadcast Management
Friedrich Air Conditioning October 2013 - Present
Whirlpool Corporation October 2005 - January 2012
Self Employed 2002 - 2005
Morgan Stanley 1999 - 2001
Norwegian Cruise Line 1992 - 1999
Skills
Account Management, Sales Management, Sales Operations, Inside Sales, National Account Sales, Contract Negotiation, Pricing Negotiation, Public Speaking, National Accounts, Strategic Planning, New Business Development, Marketing Strategy, Management, Project Management, Marketing, Pricing Strategy, Sales, Selling, Forecasting, Pricing, Salesforce.com, Retail, Leadership, Training, Negotiation, Merchandising, Competitive Analysis, Key Account Development, Cross-functional Team..., Key Account Management, Direct Sales, P&L Management
Education
University of Florida
BS, Broadcast Management
Matthew Emmons Matthew Emmons's Morgan Stanley Experience July 2009 - September 2012
Job Securities Admin Services Analyst 3 at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2015 - Present
Wells Fargo October 2012 - Present
Morgan Stanley July 2009 - September 2012
Morgan Stanley June 2006 - July 2009
Skills
Settlement, Securities, Derivatives, Equities, Fixed Income, Credit Derivatives, Capital Markets, Bloomberg, Bloomberg Terminal, Investment Banking, Swaps, Risk Management
Education
University of Delaware - Lerner College of Business and Economics 2002 — 2006
Finance
Wells Fargo March 2015 - Present
Wells Fargo October 2012 - Present
Morgan Stanley July 2009 - September 2012
Morgan Stanley June 2006 - July 2009
Skills
Settlement, Securities, Derivatives, Equities, Fixed Income, Credit Derivatives, Capital Markets, Bloomberg, Bloomberg Terminal, Investment Banking, Swaps, Risk Management
Education
University of Delaware - Lerner College of Business and Economics 2002 — 2006
Finance
Muata R. Mahluli, CFP®, CRPC® Muata R. Mahluli, CFP®, CRPC®'s Morgan Stanley Experience March 2009 - September 2014
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF October 2014 - Present
Morgan Stanley March 2009 - September 2014
Skills
Investments, Estate Planning, Retirement Planning, Mutual Funds, Investment Strategies, Insurance, Strategic Financial..., Financial Advisory, Risk Management, Team Building, Public Speaking, Wealth Management, Financial Planning
Education
University of Detroit Mercy 1987 — 1992
Bachelor of Science, Criminal Justice
University of Detroit Mercy 1987 — 1992
Bachelor's degree
TIAA-CREF October 2014 - Present
Morgan Stanley March 2009 - September 2014
Skills
Investments, Estate Planning, Retirement Planning, Mutual Funds, Investment Strategies, Insurance, Strategic Financial..., Financial Advisory, Risk Management, Team Building, Public Speaking, Wealth Management, Financial Planning
Education
University of Detroit Mercy 1987 — 1992
Bachelor of Science, Criminal Justice
University of Detroit Mercy 1987 — 1992
Bachelor's degree
Kyle Donovan Kyle Donovan's Morgan Stanley Experience May 2008 - September 2008
Job Business Consultant at Eze Software Group
Industry Financial Services
Experience
Eze Software Group June 2014 - Present
ByAllAccounts October 2011 - November 2013
JPMorgan Chase June 2010 - September 2011
Touchstone Consulting Group May 2009 - January 2010
Morgan Stanley May 2008 - September 2008
Nashawtuc Charities December 2006 - May 2007
Skills
Client Retention, Superior Client Service, Business Development, Product Development, Client Prospecting, Events Coordination, Investment Management, Fundraising, Portfolio Management, Consumer Lending, Commercial Lending, Client Development, Cross Selling, Market Research, CRM, Investments
Education
University of Delaware - Lerner College of Business and Economics 2006 — 2010
BS, Finance
Holliston High School
Eze Software Group June 2014 - Present
ByAllAccounts October 2011 - November 2013
JPMorgan Chase June 2010 - September 2011
Touchstone Consulting Group May 2009 - January 2010
Morgan Stanley May 2008 - September 2008
Nashawtuc Charities December 2006 - May 2007
Skills
Client Retention, Superior Client Service, Business Development, Product Development, Client Prospecting, Events Coordination, Investment Management, Fundraising, Portfolio Management, Consumer Lending, Commercial Lending, Client Development, Cross Selling, Market Research, CRM, Investments
Education
University of Delaware - Lerner College of Business and Economics 2006 — 2010
BS, Finance
Holliston High School
Alan Jardeleza Alan Jardeleza's Morgan Stanley Experience January 1998 - January 2001
Job Wealth Advisor at Merrill Lynch Private Client Group
Industry Financial Services
Experience
Merrill Lynch January 2012 - Present
Franklin Templeton Investments July 2005 - January 2012
Jasper Capital July 2004 - July 2005
Wachovia Securities January 2001 - January 2003
Morgan Stanley January 1998 - January 2001
Education
University of Florida 1992 — 1997
Bachelor of Arts (B.A.)
John Carroll Catholic High School 1988 — 1992
Merrill Lynch January 2012 - Present
Franklin Templeton Investments July 2005 - January 2012
Jasper Capital July 2004 - July 2005
Wachovia Securities January 2001 - January 2003
Morgan Stanley January 1998 - January 2001
Education
University of Florida 1992 — 1997
Bachelor of Arts (B.A.)
John Carroll Catholic High School 1988 — 1992
Adam Heaton's Morgan Stanley Experience August 2015 - Present
Job Director Compliance for Digital Services and Social Media at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley August 2015 - Present
American Express January 2013 - August 2015
American Express August 2010 - January 2013
Skills
Microsoft Office, International Business, Analysis, Contract Negotiation, Event Planning, Finance, Leadership, Financial Analysis, Management, Marketing, Marketing Strategy, Risk Management, Sales, Social Media, Teamwork
Education
University of Florida 2009 — 2010
Masters, International Business
University of Florida 2005 — 2009
Bachelors, Management
Morgan Stanley August 2015 - Present
American Express January 2013 - August 2015
American Express August 2010 - January 2013
Skills
Microsoft Office, International Business, Analysis, Contract Negotiation, Event Planning, Finance, Leadership, Financial Analysis, Management, Marketing, Marketing Strategy, Risk Management, Sales, Social Media, Teamwork
Education
University of Florida 2009 — 2010
Masters, International Business
University of Florida 2005 — 2009
Bachelors, Management
Steven Pringle Steven Pringle's Morgan Stanley Experience July 2011 - October 2014
Job Letter of Credit Operation Specialist II at M&T Bank
Industry Financial Services
Experience
M&T Bank November 2014 - Present
Morgan Stanley July 2011 - October 2014
Citi October 2010 - June 2011
Citi June 2009 - October 2010
Citi September 2008 - June 2009
Skills
Financial Analysis, Investment Banking, Banking, Risk Management, Equities, Loans
Education
University of Delaware - Lerner College of Business and Economics 2004 — 2008
Bachelor of Science (B.S.), Finance
M&T Bank November 2014 - Present
Morgan Stanley July 2011 - October 2014
Citi October 2010 - June 2011
Citi June 2009 - October 2010
Citi September 2008 - June 2009
Skills
Financial Analysis, Investment Banking, Banking, Risk Management, Equities, Loans
Education
University of Delaware - Lerner College of Business and Economics 2004 — 2008
Bachelor of Science (B.S.), Finance
Elliot Gilfarb, CFA Elliot Gilfarb, CFA's Morgan Stanley Experience May 2005 - May 2006
Job Portfolio Manager at Community Capital Management
Industry Financial Services
Experience
Community Capital Management June 2006 - Present
Morgan Stanley May 2005 - May 2006
Skills
Analytics, Asset Management, Capital Markets, Finance, Fixed Income, Mutual Funds, Portfolio Management, Investments, Wealth Management
Education
University of Florida 2001 — 2005
BS, Finance, General
Community Capital Management June 2006 - Present
Morgan Stanley May 2005 - May 2006
Skills
Analytics, Asset Management, Capital Markets, Finance, Fixed Income, Mutual Funds, Portfolio Management, Investments, Wealth Management
Education
University of Florida 2001 — 2005
BS, Finance, General
Robert Cormier Robert Cormier's Morgan Stanley Experience August 1994 - August 2005
Job Principal Owner at Cormier Recruiting, Inc.
Industry Staffing and Recruiting
Experience
Cormier Recruiting, Inc. January 2015 - Present
Global Recruiters Network of San San Juan Capistrano October 2007 - January 2015
Secure Financial Services Group August 2005 - 2007
Morgan Stanley August 1994 - August 2005
Saatchi & Saatchi 1976 - 1990
Skills
Advertising, Marketing, Marketing Strategy, Recruiting, New Business Development, Human Resources, Strategic Planning, Account Management, Sales, Business Development, Digital Marketing, Consulting, Integrated Marketing, Start-ups, Management, Online Advertising, Direct Marketing, Strategy, Social Media Marketing
Education
University of Detroit Mercy
BA Psychology, Minors:History, Engineering
Cormier Recruiting, Inc. January 2015 - Present
Global Recruiters Network of San San Juan Capistrano October 2007 - January 2015
Secure Financial Services Group August 2005 - 2007
Morgan Stanley August 1994 - August 2005
Saatchi & Saatchi 1976 - 1990
Skills
Advertising, Marketing, Marketing Strategy, Recruiting, New Business Development, Human Resources, Strategic Planning, Account Management, Sales, Business Development, Digital Marketing, Consulting, Integrated Marketing, Start-ups, Management, Online Advertising, Direct Marketing, Strategy, Social Media Marketing
Education
University of Detroit Mercy
BA Psychology, Minors:History, Engineering
Wesley Pitman Wesley Pitman's Morgan Stanley Experience September 2014 - July 2015
Job Principal Financial Analyst
Industry Financial Services
Experience
Pershing, a BNY Mellon company August 2015 - Present
Morgan Stanley September 2014 - July 2015
ICMA-RC March 2013 - September 2014
ICMA-RC September 2011 - March 2013
Northwestern Mutual November 2009 - August 2011
Skills
Financial Analysis, Series 63, Mutual Funds, Retirement Planning, Financial Modeling, Valuation, Insurance, Microsoft Excel, Analysis, Economics, Data Analysis, Microsoft Word, Research, Outlook, Coaching, Series 6, Account Management, Transaction Management, Risk Management, Account Reconciliation, Thrive in..., Customer Service, Team Leadership, Asset Protection, Tactical Asset..., Derivatives, Trading, Trading Systems, Fixed Assets, Finance, Microsoft Office, Investments, Public Speaking, Financial Services, Leadership, PowerPoint, Portfolio Management
Education
University of Delaware - Lerner College of Business and Economics 2004 — 2009
BS, Finance and Economics
Pershing, a BNY Mellon company August 2015 - Present
Morgan Stanley September 2014 - July 2015
ICMA-RC March 2013 - September 2014
ICMA-RC September 2011 - March 2013
Northwestern Mutual November 2009 - August 2011
Skills
Financial Analysis, Series 63, Mutual Funds, Retirement Planning, Financial Modeling, Valuation, Insurance, Microsoft Excel, Analysis, Economics, Data Analysis, Microsoft Word, Research, Outlook, Coaching, Series 6, Account Management, Transaction Management, Risk Management, Account Reconciliation, Thrive in..., Customer Service, Team Leadership, Asset Protection, Tactical Asset..., Derivatives, Trading, Trading Systems, Fixed Assets, Finance, Microsoft Office, Investments, Public Speaking, Financial Services, Leadership, PowerPoint, Portfolio Management
Education
University of Delaware - Lerner College of Business and Economics 2004 — 2009
BS, Finance and Economics
Therese Dolezal Therese Dolezal's Morgan Stanley Experience October 2014 - Present
Job Wealth Management Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2014 - Present
Morgan Stanley December 2011 - October 2014
Raymond James Financial June 2008 - June 2011
Skills
Series 63, Series 7, Wealth Management
Education
University of Florida 2004 — 2008
Bachelor of Science, Marketing
Morgan Stanley October 2014 - Present
Morgan Stanley December 2011 - October 2014
Raymond James Financial June 2008 - June 2011
Skills
Series 63, Series 7, Wealth Management
Education
University of Florida 2004 — 2008
Bachelor of Science, Marketing
Mark Griffith's Morgan Stanley Experience November 2001 - March 2002
Job Sr. Director, Affiliate Portfolio Management at MediaMath
Industry Online Media
Experience
MediaMath September 2014 - Present
American Express January 2011 - August 2013
American Express November 2009 - January 2011
American Express February 2006 - November 2009
American Express July 2004 - February 2006
American Express March 2003 - July 2004
Caterpillar Financial May 2002 - March 2003
Morgan Stanley November 2001 - March 2002
E.piphany November 1999 - July 2001
Pegasystems July 1998 - November 1999
Skills
Digital Strategy, Business Transformation, Process Improvement, CRM, Customer Experience..., Virtual Teams, Customer Engagement, Digital Marketing, Digital Services, Recruiting, Mentoring, Problem Solving, SEM, Strategic Planning, Web Analytics, Strategic Partnerships, Direct Marketing, Analytics, E-commerce, Change Management, Cross-functional Team..., Business Development, Team Leadership, Customer Experience
Education
University of Delaware - Lerner College of Business and Economics
Bachelor of Science, Business Administration - Concentration: Marketing
MediaMath September 2014 - Present
American Express January 2011 - August 2013
American Express November 2009 - January 2011
American Express February 2006 - November 2009
American Express July 2004 - February 2006
American Express March 2003 - July 2004
Caterpillar Financial May 2002 - March 2003
Morgan Stanley November 2001 - March 2002
E.piphany November 1999 - July 2001
Pegasystems July 1998 - November 1999
Skills
Digital Strategy, Business Transformation, Process Improvement, CRM, Customer Experience..., Virtual Teams, Customer Engagement, Digital Marketing, Digital Services, Recruiting, Mentoring, Problem Solving, SEM, Strategic Planning, Web Analytics, Strategic Partnerships, Direct Marketing, Analytics, E-commerce, Change Management, Cross-functional Team..., Business Development, Team Leadership, Customer Experience
Education
University of Delaware - Lerner College of Business and Economics
Bachelor of Science, Business Administration - Concentration: Marketing
Michael J. Bruno's Morgan Stanley Experience May 2006 - August 2007
Job CFO Vested Finance, Inc.
Industry Financial Services
Experience
Vested Finance June 2015 - Present
J.P. Morgan Private Bank January 2015 - June 2015
J.P. Morgan Private Bank August 2007 - June 2015
Morgan Stanley May 2006 - August 2007
University of Florida August 2005 - May 2006
Norvell & Fine, P.A. June 2003 - August 2003
Skills
Portfolio Management, Investments, Asset Managment, Financial Analysis, Risk Management, Series 7, Management Consulting, Business Strategy, Financial Modeling, Project Management, Bloomberg, Strategic Planning, Asset Management, Finance, Fixed Income, Loans, Due Diligence, Corporate Finance, Asset Allocation, Mortgage Lending, Equities, Securities, Investment Banking
Education
University of Florida 2002 — 2006
Bachelor of Science (B.S.), Business Administration and Finance
University of Florida - Warrington College Of Business 2002 — 2006
Bachelor of Science, Finance
Vested Finance June 2015 - Present
J.P. Morgan Private Bank January 2015 - June 2015
J.P. Morgan Private Bank August 2007 - June 2015
Morgan Stanley May 2006 - August 2007
University of Florida August 2005 - May 2006
Norvell & Fine, P.A. June 2003 - August 2003
Skills
Portfolio Management, Investments, Asset Managment, Financial Analysis, Risk Management, Series 7, Management Consulting, Business Strategy, Financial Modeling, Project Management, Bloomberg, Strategic Planning, Asset Management, Finance, Fixed Income, Loans, Due Diligence, Corporate Finance, Asset Allocation, Mortgage Lending, Equities, Securities, Investment Banking
Education
University of Florida 2002 — 2006
Bachelor of Science (B.S.), Business Administration and Finance
University of Florida - Warrington College Of Business 2002 — 2006
Bachelor of Science, Finance
Bill Gough's Morgan Stanley Experience 2000 - 2006
Job Managing Director, Azimuth Capital Management
Industry Investment Management
Experience
Azimuth Capital Management May 2013 - Present
Morgan Stanley 2000 - 2006
Skills
Asset Management, Portfolio Management, Investments
Education
University of Detroit Mercy 1995 — 1997
Azimuth Capital Management May 2013 - Present
Morgan Stanley 2000 - 2006
Skills
Asset Management, Portfolio Management, Investments
Education
University of Detroit Mercy 1995 — 1997
Sofia Trojanowski's Morgan Stanley Experience February 2004 - March 2005
Job Client/Investment Advisory Services
Industry Financial Services
Experience
Morgan Stanley Investment Management June 2011 - April 2014
Morgan Stanley Smith Barney June 2009 - January 2011
Citi Smith Barney April 2007 - June 2009
Deutsche Bank Securities May 2006 - April 2007
Citi Smith Barney/Citigroup Global Markets March 2005 - April 2006
Morgan Stanley February 2004 - March 2005
Skills
Bloomberg, Fixed Income, Equities, Investment Management, Portfolio Management, Offshore Funds, Mutual Funds, Money Market Funds, Investment Advisory, Series 63, Wealth Management..., Asset Allocation, Financial Analysis, Equity Derivatives, Capital Markets, Financial Structuring, Finance, Derivatives, Series 7, Financial Modeling, Fund Of Funds, Investment Banking, Investments, Options, Client Services, Hedge Funds, Structured Products, Wealth Management, Emerging Markets, Private Banking, Alternative Investments
Education
University of Florida 2001 — 2003
Master's, French and Linguistics TESL
University of Florida 1997 — 2001
B.A., French, minor in Anthropology
Morgan Stanley Investment Management June 2011 - April 2014
Morgan Stanley Smith Barney June 2009 - January 2011
Citi Smith Barney April 2007 - June 2009
Deutsche Bank Securities May 2006 - April 2007
Citi Smith Barney/Citigroup Global Markets March 2005 - April 2006
Morgan Stanley February 2004 - March 2005
Skills
Bloomberg, Fixed Income, Equities, Investment Management, Portfolio Management, Offshore Funds, Mutual Funds, Money Market Funds, Investment Advisory, Series 63, Wealth Management..., Asset Allocation, Financial Analysis, Equity Derivatives, Capital Markets, Financial Structuring, Finance, Derivatives, Series 7, Financial Modeling, Fund Of Funds, Investment Banking, Investments, Options, Client Services, Hedge Funds, Structured Products, Wealth Management, Emerging Markets, Private Banking, Alternative Investments
Education
University of Florida 2001 — 2003
Master's, French and Linguistics TESL
University of Florida 1997 — 2001
B.A., French, minor in Anthropology
Ryan Winger's Morgan Stanley Experience August 1998 - November 2003
Job Executive Director at JPMorgan
Industry Financial Services
Experience
JPMorgan July 2010 - Present
Morgan Stanley Smith Barney November 2003 - July 2010
Morgan Stanley August 1998 - November 2003
ED&F Man January 1997 - June 1998
Skills
Fixed Income, Private Wealth..., Series 7, Alternative Investments, High Yield, Managed Accounts, Separately Managed..., Retail Brokerage, Comprehensive Wealth..., Fixed Income Research, Asset Allocation, High Net Worth..., Wealth Management, Portfolios, International Equities, Endowments, Institutional Clients, Hedge Funds, Managing Accounts, Portfolio Management, Series 63, Investment Management, Wealth Management..., Equities, Institutional...
Education
University of Denver - Daniels College of Business 1993 — 1997
BSBA, Intl Business
Westminster 1988 — 1992
High School
JPMorgan July 2010 - Present
Morgan Stanley Smith Barney November 2003 - July 2010
Morgan Stanley August 1998 - November 2003
ED&F Man January 1997 - June 1998
Skills
Fixed Income, Private Wealth..., Series 7, Alternative Investments, High Yield, Managed Accounts, Separately Managed..., Retail Brokerage, Comprehensive Wealth..., Fixed Income Research, Asset Allocation, High Net Worth..., Wealth Management, Portfolios, International Equities, Endowments, Institutional Clients, Hedge Funds, Managing Accounts, Portfolio Management, Series 63, Investment Management, Wealth Management..., Equities, Institutional...
Education
University of Denver - Daniels College of Business 1993 — 1997
BSBA, Intl Business
Westminster 1988 — 1992
High School
Shodhan G. Patel's Morgan Stanley Experience 2005 - 2005
Job West Real Time Trader at Constellation (an Exelon Company)
Industry Utilities
Experience
Constellation June 2015 - Present
Constellation Energy May 2012 - Present
Exelon May 2007 - May 2012
macquarie bank 2007 - 2007
Morgan Stanley 2005 - 2005
Skills
Valuation, Financial Modeling, Economics, Energy Markets, Commodity Markets, Electricity Markets, Energy, Trading, PJM, Natural Gas, Commodity, Hedging, Renewable Energy, Power Generation, Risk Management, Strategy, Power Trading, Energy Management, Analysis
Education
University of Sydney 2004 — 2006
MCOMM, Finance, Economics, accounting
University of Delaware - Lerner College of Business and Economics 1998 — 2002
BS, Finance, Economics, accounting
Constellation June 2015 - Present
Constellation Energy May 2012 - Present
Exelon May 2007 - May 2012
macquarie bank 2007 - 2007
Morgan Stanley 2005 - 2005
Skills
Valuation, Financial Modeling, Economics, Energy Markets, Commodity Markets, Electricity Markets, Energy, Trading, PJM, Natural Gas, Commodity, Hedging, Renewable Energy, Power Generation, Risk Management, Strategy, Power Trading, Energy Management, Analysis
Education
University of Sydney 2004 — 2006
MCOMM, Finance, Economics, accounting
University of Delaware - Lerner College of Business and Economics 1998 — 2002
BS, Finance, Economics, accounting
Rebecca (Englehart) Stevens, MBA, CDFM, PMP's Morgan Stanley Experience 1999 - 2000
Job Manager Govt Compliance & Accounting
Industry Management Consulting
Experience
CSX February 2014 - Present
Nerium International August 2015 - 2015
Deloitte November 2011 - February 2014
Deloitte September 2007 - November 2011
Department of the Navy June 2006 - September 2007
Irving Burton Associates 2000 - 2006
Morgan Stanley 1999 - 2000
Skills
Business Process..., Process Improvement, Program Management, Budgets, Project Management, DoD, Policy, Leadership, Government, Financial Analysis, Analysis, PMP, Requirements Analysis, Federal Grants..., Management, Government Contracting, Military, Internal Control..., SOX Compliancy, OMB A-123, Financial Accounting, Budget Process, Defining Requirements, Enterprise Risk..., Financial Audits, Healthcare Information..., Project Portfolio..., Transportation, Federal Government..., OMB Circular A-133, DOT Compliance, Regulatory Compliance, Strategic Planning
Education
George Mason University - School of Business 2002 — 2005
MBA, Finance
University of Florida 1995 — 1999
B.S.B.A, Economics
DAU 2000 — 2007
CSX February 2014 - Present
Nerium International August 2015 - 2015
Deloitte November 2011 - February 2014
Deloitte September 2007 - November 2011
Department of the Navy June 2006 - September 2007
Irving Burton Associates 2000 - 2006
Morgan Stanley 1999 - 2000
Skills
Business Process..., Process Improvement, Program Management, Budgets, Project Management, DoD, Policy, Leadership, Government, Financial Analysis, Analysis, PMP, Requirements Analysis, Federal Grants..., Management, Government Contracting, Military, Internal Control..., SOX Compliancy, OMB A-123, Financial Accounting, Budget Process, Defining Requirements, Enterprise Risk..., Financial Audits, Healthcare Information..., Project Portfolio..., Transportation, Federal Government..., OMB Circular A-133, DOT Compliance, Regulatory Compliance, Strategic Planning
Education
George Mason University - School of Business 2002 — 2005
MBA, Finance
University of Florida 1995 — 1999
B.S.B.A, Economics
DAU 2000 — 2007
Vicki St John's Morgan Stanley Experience July 2007 - Present
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2007 - Present
Accenture October 1998 - August 2006
Education
University of Denver - Sturm College of Law 1984 — 1987
Morgan Stanley July 2007 - Present
Accenture October 1998 - August 2006
Education
University of Denver - Sturm College of Law 1984 — 1987
Read Williamson's Morgan Stanley Experience August 2002 - August 2005
Job Vice President, Senior Portfolio Manager at First Western Trust Bank
Industry Financial Services
Experience
First Western Trust Bank January 2015 - Present
Fisher Investments April 2012 - January 2015
Fisher Investments July 2008 - April 2012
Cherry Creek Capital Partners January 2006 - August 2007
Morgan Stanley August 2002 - August 2005
Skills
Investments, Portfolio Management, Finance, Financial Analysis, Asset Management, Financial Modeling, Wealth Management, Financial Services, Mutual Funds, Asset Allocation, Fixed Income, Investment Advisory, Investment Strategies
Education
University of Denver - Daniels College of Business 2006 — 2008
MBA, Finance
University of South Alabama 1994 — 1996
MA, English Literature, writing concentration
Vanderbilt University 1989 — 1993
BA, English Literature
First Western Trust Bank January 2015 - Present
Fisher Investments April 2012 - January 2015
Fisher Investments July 2008 - April 2012
Cherry Creek Capital Partners January 2006 - August 2007
Morgan Stanley August 2002 - August 2005
Skills
Investments, Portfolio Management, Finance, Financial Analysis, Asset Management, Financial Modeling, Wealth Management, Financial Services, Mutual Funds, Asset Allocation, Fixed Income, Investment Advisory, Investment Strategies
Education
University of Denver - Daniels College of Business 2006 — 2008
MBA, Finance
University of South Alabama 1994 — 1996
MA, English Literature, writing concentration
Vanderbilt University 1989 — 1993
BA, English Literature
Vivienne Hee's Morgan Stanley Experience 2013 - 2014
Job Managing Consultant at IBM Corporation
Industry Financial Services
Experience
IBM Corporation July 2007 - Present
Women's Bond Club 2010 - 2015
Morgan Stanley 2013 - 2014
Citi 2011 - 2013
Womens Bond Club 2010 - 2013
Women's Bond Club 2010 - 2013
Rand Merchant Bank 2008 - 2010
BearingPoint 2005 - 2007
M.Safra 2003 - 2004
Merrill Lynch 2001 - 2001
Skills
Business Analysis, Management Consulting, Enterprise Architecture, SDLC, IT Strategy
Education
University of Florida
IBM Corporation July 2007 - Present
Women's Bond Club 2010 - 2015
Morgan Stanley 2013 - 2014
Citi 2011 - 2013
Womens Bond Club 2010 - 2013
Women's Bond Club 2010 - 2013
Rand Merchant Bank 2008 - 2010
BearingPoint 2005 - 2007
M.Safra 2003 - 2004
Merrill Lynch 2001 - 2001
Skills
Business Analysis, Management Consulting, Enterprise Architecture, SDLC, IT Strategy
Education
University of Florida
Karen Katsoff's Morgan Stanley Experience August 2003 - July 2005
Job Regional Finance Director at Tishman Speyer
Industry Real Estate
Experience
Tishman Speyer July 2005 - Present
Morgan Stanley August 2003 - July 2005
DRA Advisors LLC July 2002 - August 2003
Arthur Andersen LLP November 1998 - June 2002
Eisner LLP 1995 - 1998
Education
New York University - Leonard N. Stern School of Business 2005 — 2008
MBA
University of Delaware - Lerner College of Business and Economics 1991 — 1995
Bachelor of Science, Accounting
Tishman Speyer July 2005 - Present
Morgan Stanley August 2003 - July 2005
DRA Advisors LLC July 2002 - August 2003
Arthur Andersen LLP November 1998 - June 2002
Eisner LLP 1995 - 1998
Education
New York University - Leonard N. Stern School of Business 2005 — 2008
MBA
University of Delaware - Lerner College of Business and Economics 1991 — 1995
Bachelor of Science, Accounting
Miles David's Morgan Stanley Experience February 2001 - January 2003
Job Sales Consultant
Industry Maritime
Experience
MARSH January 2013 - January 2015
The Hinckley Company March 2011 - December 2012
The Hinckley Company September 2005 - July 2011
The Hinckley Company January 2003 - September 2005
Morgan Stanley February 2001 - January 2003
Skills
Customer Service, Sales Management, New Business Development, Strategic Planning, Project Management, Integrity, Account Management, Sales, Risk Management, Insurance, Investments, Program Management, Business Development, Start-ups, Finance, Management, Marketing Strategy, Marketing, Leadership, Contract Negotiation, Social Media, Negotiation
Education
University of Denver 1994 — 1998
BA, Environmental Science
Suffield Academy 1991 — 1994
Rumsey Hall 1989 — 1991
MARSH January 2013 - January 2015
The Hinckley Company March 2011 - December 2012
The Hinckley Company September 2005 - July 2011
The Hinckley Company January 2003 - September 2005
Morgan Stanley February 2001 - January 2003
Skills
Customer Service, Sales Management, New Business Development, Strategic Planning, Project Management, Integrity, Account Management, Sales, Risk Management, Insurance, Investments, Program Management, Business Development, Start-ups, Finance, Management, Marketing Strategy, Marketing, Leadership, Contract Negotiation, Social Media, Negotiation
Education
University of Denver 1994 — 1998
BA, Environmental Science
Suffield Academy 1991 — 1994
Rumsey Hall 1989 — 1991
Ellen Jandt's Morgan Stanley Experience 2006 - 2007
Job DirectorAccounting
Industry Oil & Energy
Experience
ConEdison Solutions 2007 - Present
Morgan Stanley 2006 - 2007
ABN AMRO Bank N.V. 2005 - 2006
Duke Energy Field Services 1999 - 2005
Skills
Business Planning, Data Analysis, Financial Analysis, Business Analysis, Forecasting, Project Management, Compensation Modeling, Streamlining Work..., Training, Team Management, Financial Modeling, Revenue Analysis, Revenue Recognition, Accounting, Renewable Energy Credits, Financial Reporting, Internal Controls
Education
University of Denver - Daniels College of Business 2002 — 2004
MSF, FINANCE
Dickinson State University 1990 — 1994
BS Business Administration, Finance, Marketing & Management
ConEdison Solutions 2007 - Present
Morgan Stanley 2006 - 2007
ABN AMRO Bank N.V. 2005 - 2006
Duke Energy Field Services 1999 - 2005
Skills
Business Planning, Data Analysis, Financial Analysis, Business Analysis, Forecasting, Project Management, Compensation Modeling, Streamlining Work..., Training, Team Management, Financial Modeling, Revenue Analysis, Revenue Recognition, Accounting, Renewable Energy Credits, Financial Reporting, Internal Controls
Education
University of Denver - Daniels College of Business 2002 — 2004
MSF, FINANCE
Dickinson State University 1990 — 1994
BS Business Administration, Finance, Marketing & Management
Vanessa Qin's Morgan Stanley Experience January 2007 - December 2009
Job VP Sr.Business Analyst at Barclays Investment Bank
Industry Banking
Experience
Barclays Investment Bank June 2012 - Present
HSBC January 2010 - June 2012
Morgan Stanley January 2007 - December 2009
Education
University of Florida
Master's degree
Barclays Investment Bank June 2012 - Present
HSBC January 2010 - June 2012
Morgan Stanley January 2007 - December 2009
Education
University of Florida
Master's degree
C.J. Onyeso's Morgan Stanley Experience June 2007 - August 2007
Job Senior Project Manager at Brookfield
Industry Information Services
Experience
Brookfield Asset Management November 2013 - Present
Citi 2008 - September 2013
Morgan Stanley June 2007 - August 2007
PwC June 2006 - August 2006
Skills
Business Intelligence, Analytics, Data Quality, SDLC, Software Project..., Data Governance, PMO, Business Analysis, Data Warehousing, Vendor Management, Business Requirements, Project Portfolio..., SharePoint, Management, Business Process, IT Strategy, Enterprise Architecture, Business Objects, Visio, Integration, Business Process...
Education
University of Florida 2003 — 2008
MS, Informations Systems and Operations Management
University of Florida - Warrington College Of Business 2003 — 2008
BS, Decision & Information Science
Brookfield Asset Management November 2013 - Present
Citi 2008 - September 2013
Morgan Stanley June 2007 - August 2007
PwC June 2006 - August 2006
Skills
Business Intelligence, Analytics, Data Quality, SDLC, Software Project..., Data Governance, PMO, Business Analysis, Data Warehousing, Vendor Management, Business Requirements, Project Portfolio..., SharePoint, Management, Business Process, IT Strategy, Enterprise Architecture, Business Objects, Visio, Integration, Business Process...
Education
University of Florida 2003 — 2008
MS, Informations Systems and Operations Management
University of Florida - Warrington College Of Business 2003 — 2008
BS, Decision & Information Science
Risa Erbes's Morgan Stanley Experience July 1996 - March 2009
Job Head of Global Benefits at Merck
Industry Pharmaceuticals
Experience
Merck February 2011 - Present
Merck November 2009 - January 2011
Schering-Plough March 2009 - November 2009
Morgan Stanley July 1996 - March 2009
KPMG Peat Marwick March 1992 - July 1996
Kwasha Lipton 1989 - 1992
Education
University of Florida 1984 — 1989
BS, Math, Statistics, Engineering
West Orange High School
Merck February 2011 - Present
Merck November 2009 - January 2011
Schering-Plough March 2009 - November 2009
Morgan Stanley July 1996 - March 2009
KPMG Peat Marwick March 1992 - July 1996
Kwasha Lipton 1989 - 1992
Education
University of Florida 1984 — 1989
BS, Math, Statistics, Engineering
West Orange High School
Aleta Wasserman's Morgan Stanley Experience 2003 - 2008
Job Professional
Industry Insurance
Experience
East Coast Health Insurance/ Imperial Insurance LLC January 2011 - September 2013
Republic Services Inc July 2008 - January 2009
Morgan Stanley 2003 - 2008
National Companies 2002 - 2002
PR Newswire 1998 - 2001
PR Newswire 1997 - 1998
PR Newswire 1994 - 1997
PR Newswire 1993 - 1994
PR Newswire 1991 - 1993
PR Newswire 1989 - 1991
Education
University of Florida 1986 — 1987
BS, Advertising
University of South Florida 1980 — 1984
BA, French
East Coast Health Insurance/ Imperial Insurance LLC January 2011 - September 2013
Republic Services Inc July 2008 - January 2009
Morgan Stanley 2003 - 2008
National Companies 2002 - 2002
PR Newswire 1998 - 2001
PR Newswire 1997 - 1998
PR Newswire 1994 - 1997
PR Newswire 1993 - 1994
PR Newswire 1991 - 1993
PR Newswire 1989 - 1991
Education
University of Florida 1986 — 1987
BS, Advertising
University of South Florida 1980 — 1984
BA, French
Sharon C Griffin's Morgan Stanley Experience April 1989 - February 2005
Job Mortgage Loan Officer at Fifth Third Bank NMLS # 448463
Industry Financial Services
Experience
Fifth Third Bank March 2015 - Present
PNC Bank August 2012 - March 2015
Delta Sigma Theta Sorority, Inc. 1989 - 2014
Wells Fargo Home Mortgage 2007 - 2012
Jamison Griffin Enterprises 2005 - 2012
Morgan Stanley April 1989 - February 2005
Skills
FHA, Mortgage Lending, Residential Mortgages, USDA, VA loans, Loan Origination, Loans, Credit, Banking, Credit Analysis, Insurance, FHA financing, Finance, First Time Home Buyers, FHA Financing, Foreclosures, Investment Properties, Short Sales, VA Loans
Education
Wharton School, University of Pennsylvania 1989 — 1990
Executive Studies, Economics
University of Detroit Mercy 1980 — 1986
Bachelor of Arts (BA), Business Administration
Fifth Third Bank March 2015 - Present
PNC Bank August 2012 - March 2015
Delta Sigma Theta Sorority, Inc. 1989 - 2014
Wells Fargo Home Mortgage 2007 - 2012
Jamison Griffin Enterprises 2005 - 2012
Morgan Stanley April 1989 - February 2005
Skills
FHA, Mortgage Lending, Residential Mortgages, USDA, VA loans, Loan Origination, Loans, Credit, Banking, Credit Analysis, Insurance, FHA financing, Finance, First Time Home Buyers, FHA Financing, Foreclosures, Investment Properties, Short Sales, VA Loans
Education
Wharton School, University of Pennsylvania 1989 — 1990
Executive Studies, Economics
University of Detroit Mercy 1980 — 1986
Bachelor of Arts (BA), Business Administration
Grant Horwitz's Morgan Stanley Experience 1999 - 2003
Job Director of Asset Management at Lennar Commercial
Industry Real Estate
Experience
Lennar Commercial April 2015 - Present
KW Property Management February 2011 - April 2015
Merchandising Associates July 2008 - February 2011
TG Capital Corp May 2007 - July 2008
Stiles Capital Group July 2005 - May 2007
Morgan Stanley 1999 - 2003
Skills
Real Estate Economics, Debt, Real Estate, Asset Managment, Private Equity, Asset Management, Commercial Real Estate, Contract Negotiation, Disposition, Due Diligence, Negotiation, Real Estate Transactions, Real Estate Development, Valuation
Education
University of Florida - Warrington College of Business Administration
MBA, Finance and Real Estate
University of Florida 1994 — 1998
BSBA, Finance
Lennar Commercial April 2015 - Present
KW Property Management February 2011 - April 2015
Merchandising Associates July 2008 - February 2011
TG Capital Corp May 2007 - July 2008
Stiles Capital Group July 2005 - May 2007
Morgan Stanley 1999 - 2003
Skills
Real Estate Economics, Debt, Real Estate, Asset Managment, Private Equity, Asset Management, Commercial Real Estate, Contract Negotiation, Disposition, Due Diligence, Negotiation, Real Estate Transactions, Real Estate Development, Valuation
Education
University of Florida - Warrington College of Business Administration
MBA, Finance and Real Estate
University of Florida 1994 — 1998
BSBA, Finance
Jonathan Meide's Morgan Stanley Experience January 2004 - July 2005
Job Energy Trader at The Energy Authority
Industry Oil & Energy
Experience
The Energy Authority August 2008 - Present
The Energy Authority April 2006 - August 2008
Morgan Stanley January 2004 - July 2005
Skills
Trading, Commodity Markets, Risk Management, Hedging, Power Trading, Energy Markets, Energy, Electricity Markets, Financial Modeling
Education
University of Florida - Warrington College of Business Administration 2001 — 2003
Finance
University of Florida
The Energy Authority August 2008 - Present
The Energy Authority April 2006 - August 2008
Morgan Stanley January 2004 - July 2005
Skills
Trading, Commodity Markets, Risk Management, Hedging, Power Trading, Energy Markets, Energy, Electricity Markets, Financial Modeling
Education
University of Florida - Warrington College of Business Administration 2001 — 2003
Finance
University of Florida
Thomas Huzjak's Morgan Stanley Experience January 2005 - July 2006
Job Business/Contract Law, Estate Planning/Probate & Real Estate Experienced Attorney
Industry Law Practice
Experience
Dialysis Scholarship Fund October 2010 - Present
Paravisix, Inc. June 2010 - Present
Huzjak Law Office, LLC July 2001 - Present
Merrill Lynch July 2006 - February 2008
Morgan Stanley January 2005 - July 2006
T-NETIX August 1994 - January 1999
T-NETIX May 1988 - August 1994
AT&T January 1983 - September 1987
Skills
Strategic Financial..., Investments, Estate Planning, Investment Advisory, Contract Law, Start-up Consulting, Probate Administration, Real Estate Law, Technology Licensing, Licensing, Start-ups, Mutual Funds, Venture Capital, Management, Trusts, Financial Advisory, Financial Planning, Mergers & Acquisitions
Education
University of Denver - Sturm College of Law 1972 — 1978
Doctor of Law (JD), Business Law
Youngstown State University 1968 — 1972
B.A., Pre-law
Dialysis Scholarship Fund October 2010 - Present
Paravisix, Inc. June 2010 - Present
Huzjak Law Office, LLC July 2001 - Present
Merrill Lynch July 2006 - February 2008
Morgan Stanley January 2005 - July 2006
T-NETIX August 1994 - January 1999
T-NETIX May 1988 - August 1994
AT&T January 1983 - September 1987
Skills
Strategic Financial..., Investments, Estate Planning, Investment Advisory, Contract Law, Start-up Consulting, Probate Administration, Real Estate Law, Technology Licensing, Licensing, Start-ups, Mutual Funds, Venture Capital, Management, Trusts, Financial Advisory, Financial Planning, Mergers & Acquisitions
Education
University of Denver - Sturm College of Law 1972 — 1978
Doctor of Law (JD), Business Law
Youngstown State University 1968 — 1972
B.A., Pre-law
Robert Pascuzzi's Morgan Stanley Experience January 2012 - June 2014
Job Vice President at J.P. Morgan
Industry Banking
Experience
J.P. Morgan June 2014 - Present
Morgan Stanley January 2012 - June 2014
Morgan Stanley December 2009 - January 2012
Morgan Stanley December 2007 - December 2009
Morgan Stanley December 2005 - December 2007
Morgan Stanley May 2004 - December 2005
Christiana Bank & Trust February 2003 - May 2004
Skills
Fixed Income, Management, Team Management, Risk Management, Financial Analysis, Derivatives, Equities, Hedge Funds, Capital Markets, Finance, Securities
Education
University of Delaware - Lerner College of Business and Economics 1998 — 2002
Finance, Finance
Mt Lebanon High School 1994 — 1998
J.P. Morgan June 2014 - Present
Morgan Stanley January 2012 - June 2014
Morgan Stanley December 2009 - January 2012
Morgan Stanley December 2007 - December 2009
Morgan Stanley December 2005 - December 2007
Morgan Stanley May 2004 - December 2005
Christiana Bank & Trust February 2003 - May 2004
Skills
Fixed Income, Management, Team Management, Risk Management, Financial Analysis, Derivatives, Equities, Hedge Funds, Capital Markets, Finance, Securities
Education
University of Delaware - Lerner College of Business and Economics 1998 — 2002
Finance, Finance
Mt Lebanon High School 1994 — 1998
Catherine Gronquist's Morgan Stanley Experience March 1981 - June 2008
Job Member of the Board at Santa Fe Botanical Garden
Industry Investment Banking
Experience
Santa Fe Botanical Garden June 2009 - Present
Morgan Stanley March 1981 - June 2008
Education
University of Denver 1973 — 1978
Santa Fe Botanical Garden June 2009 - Present
Morgan Stanley March 1981 - June 2008
Education
University of Denver 1973 — 1978
Susan Zeppenfeld's Morgan Stanley Experience 2002 - 2003
Job Production Assurance Manager at Sony Pictures Entertainment
Industry Entertainment
Experience
Sony Pictures Entertainment February 2006 - Present
InfoSearch Media 2004 - 2006
Matrix Entertainment Associates 2003 - 2006
Morgan Stanley 2002 - 2003
Applied Computer Solutions 1996 - 1999
Skills
Solution Selling, Strategy, Contract Negotiation, Business Strategy, Business Development, Online Marketing, Strategic Planning, Account Management, Digital Marketing, Integration, Program Management, SaaS, Strategic Partnerships, Online Advertising, Management, CRM, Cross-functional Team..., Competitive Analysis, Start-ups, Project Management, Business Intelligence, New Business Development, Cloud Computing, Marketing, Vendor Management, Product Management, IT Strategy
Education
University of Florida 1984 — 1986
Sony Pictures Entertainment February 2006 - Present
InfoSearch Media 2004 - 2006
Matrix Entertainment Associates 2003 - 2006
Morgan Stanley 2002 - 2003
Applied Computer Solutions 1996 - 1999
Skills
Solution Selling, Strategy, Contract Negotiation, Business Strategy, Business Development, Online Marketing, Strategic Planning, Account Management, Digital Marketing, Integration, Program Management, SaaS, Strategic Partnerships, Online Advertising, Management, CRM, Cross-functional Team..., Competitive Analysis, Start-ups, Project Management, Business Intelligence, New Business Development, Cloud Computing, Marketing, Vendor Management, Product Management, IT Strategy
Education
University of Florida 1984 — 1986
Ohr Weinberg's Morgan Stanley Experience 2000 - 2008
Job Executive Director at JPMorgan Chase
Industry Information Technology and Services
Experience
JPMorgan Chase 2010 - Present
Credit Suisse 2010 - 2010
RBC Capital Markets 2009 - 2010
Morgan Stanley 2000 - 2008
The Chase Manhattan Bank 1998 - 2000
CCH 1995 - 1998
Baseline 1988 - 1995
Education
University of Florida
BS Engineering, Computer and Information Engineering
JPMorgan Chase 2010 - Present
Credit Suisse 2010 - 2010
RBC Capital Markets 2009 - 2010
Morgan Stanley 2000 - 2008
The Chase Manhattan Bank 1998 - 2000
CCH 1995 - 1998
Baseline 1988 - 1995
Education
University of Florida
BS Engineering, Computer and Information Engineering
Brian Trujillo, CFP®'s Morgan Stanley Experience October 2000 - April 2012
Job Vice President Investments
Industry Investment Management
Experience
Raymond James April 2012 - Present
Morgan Stanley October 2000 - April 2012
Skills
Retirement Planning, Personal Financial..., Investment Advisory, Wealth Management, Investments, Securities, Financial Advisory, Retirement, Finance, Asset Allocation, Series 7, Mutual Funds, Portfolio Management
Education
University of Denver - Daniels College of Business 2015 — 2019
BSBA (Cum Laude), Finance
University of Denver
Raymond James April 2012 - Present
Morgan Stanley October 2000 - April 2012
Skills
Retirement Planning, Personal Financial..., Investment Advisory, Wealth Management, Investments, Securities, Financial Advisory, Retirement, Finance, Asset Allocation, Series 7, Mutual Funds, Portfolio Management
Education
University of Denver - Daniels College of Business 2015 — 2019
BSBA (Cum Laude), Finance
University of Denver
Lisa Papish's Morgan Stanley Experience July 2007 - May 2008
Job Risk Manager at Glencore Ltd
Industry Oil & Energy
Experience
Chemoil Corporation April 2014 - Present
SourceOne, Inc (DE) November 2013 - April 2014
Discount Power Inc. January 2013 - March 2013
Louis Dreyfus Highbridge Energy November 2010 - November 2012
RBS Sempra Commodities August 2008 - November 2010
Morgan Stanley July 2007 - May 2008
Skills
Finance, Energy, Commodity Markets, Derivatives, Software Documentation, Natural Gas, Options, Credit, Trading, Financial Risk, Commodity, Gas, Hedging, Energy Markets, Renewable Energy
Education
University of Florida 2003 — 2007
BA, Business Administration/Women's Studies and Gender Research
Chemoil Corporation April 2014 - Present
SourceOne, Inc (DE) November 2013 - April 2014
Discount Power Inc. January 2013 - March 2013
Louis Dreyfus Highbridge Energy November 2010 - November 2012
RBS Sempra Commodities August 2008 - November 2010
Morgan Stanley July 2007 - May 2008
Skills
Finance, Energy, Commodity Markets, Derivatives, Software Documentation, Natural Gas, Options, Credit, Trading, Financial Risk, Commodity, Gas, Hedging, Energy Markets, Renewable Energy
Education
University of Florida 2003 — 2007
BA, Business Administration/Women's Studies and Gender Research
Ryan Dobbert's Morgan Stanley Experience September 2010 - Present
Job Training Specialist at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2010 - Present
Merrill Lynch May 2003 - November 2009
Skills
Series 7, Series 66, Series 3, Series 63, Mutual Funds, Securities, Wealth Management, Retirement Planning, Retirement, Asset Allocation, Fixed Income, Equities, Options, Investments, Fixed Annuities
Education
University of Florida 1998 — 2003
Bachelor of Science (B.S.)
Morgan Stanley September 2010 - Present
Merrill Lynch May 2003 - November 2009
Skills
Series 7, Series 66, Series 3, Series 63, Mutual Funds, Securities, Wealth Management, Retirement Planning, Retirement, Asset Allocation, Fixed Income, Equities, Options, Investments, Fixed Annuities
Education
University of Florida 1998 — 2003
Bachelor of Science (B.S.)
Ginny Holliday's Morgan Stanley Experience 1981 - April 2002
Job Director of the Facilities Management Department at City of Garland
Industry Government Administration
Experience
City of Garland March 2012 - Present
City of Garland October 2010 - March 2012
City of Garland, Texas February 2010 - October 2010
Raymond James Financial Services November 2007 - November 2009
Banc of America Investment Services 2005 - August 2007
RBC Dain Rauscher 2002 - February 2005
Morgan Stanley 1981 - April 2002
Skills
Risk Management, Strategic Planning, Leadership Development, Change Management, Recruiting, Policy, Insurance, Asset Management, Contract Negotiation, Leadership, Portfolio Management, Microsoft Excel, Program Management, Training, Team Building, Management, Analysis, Strategy, Team Leadership, Business Analysis, Project Management, Employee Benefits, Organizational..., Budgets, Process Improvement, Management Consulting, Coaching, Facilities Operations, Government, Banking, Strategic Financial..., Financial Analysis
Education
University of Denver 1976 — 1980
BS, Public Affairs and Mass Communications
City of Garland March 2012 - Present
City of Garland October 2010 - March 2012
City of Garland, Texas February 2010 - October 2010
Raymond James Financial Services November 2007 - November 2009
Banc of America Investment Services 2005 - August 2007
RBC Dain Rauscher 2002 - February 2005
Morgan Stanley 1981 - April 2002
Skills
Risk Management, Strategic Planning, Leadership Development, Change Management, Recruiting, Policy, Insurance, Asset Management, Contract Negotiation, Leadership, Portfolio Management, Microsoft Excel, Program Management, Training, Team Building, Management, Analysis, Strategy, Team Leadership, Business Analysis, Project Management, Employee Benefits, Organizational..., Budgets, Process Improvement, Management Consulting, Coaching, Facilities Operations, Government, Banking, Strategic Financial..., Financial Analysis
Education
University of Denver 1976 — 1980
BS, Public Affairs and Mass Communications
Jennifer Divine Seda's Morgan Stanley Experience May 2000 - March 2002
Job Shareholder at Jackson Lewis P.C. specializing in Affirmative Action, OFCCP Audit Defense, & Applicant Tracking Systems
Industry Law Practice
Experience
Jackson Lewis P.C. June 2007 - Present
Messner & Reeves, LLC August 2005 - June 2007
Morgan Stanley May 2000 - March 2002
Skills
OFCCP, Affirmative Action, Employment Law, EEOC, Applicant Tracking..., Employment..., Employment Law..., Strategic Development...
Education
University of Denver - Sturm College of Law 2002 — 2005
J.D., Law
University of Colorado Boulder 1995 — 2000
B.S., B.A., International Affairs, Business - Marketing & Management
Jackson Lewis P.C. June 2007 - Present
Messner & Reeves, LLC August 2005 - June 2007
Morgan Stanley May 2000 - March 2002
Skills
OFCCP, Affirmative Action, Employment Law, EEOC, Applicant Tracking..., Employment..., Employment Law..., Strategic Development...
Education
University of Denver - Sturm College of Law 2002 — 2005
J.D., Law
University of Colorado Boulder 1995 — 2000
B.S., B.A., International Affairs, Business - Marketing & Management
Scott Karp's Morgan Stanley Experience December 2013 - Present
Job Private Banking Group Finance: Bank Deposits and Investment Products at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 2013 - Present
Bank of America July 2011 - August 2013
Morgan Stanley August 2010 - July 2011
Ally Financial Inc. May 2009 - August 2010
Bank of America April 2004 - February 2009
Bank of America August 2001 - March 2004
Skills
Banking, Forecasting, Strategic Financial..., Finance, E-commerce, Financial Services, Retail Banking, Investments, Credit, Business Analysis, Financial Analysis, Risk Management, Financial Planning, Financial Modeling, Portfolio Management, Process Improvement
Education
University of Florida 1977 — 1982
Master of Accounting, Accounting, Finance
Morgan Stanley December 2013 - Present
Bank of America July 2011 - August 2013
Morgan Stanley August 2010 - July 2011
Ally Financial Inc. May 2009 - August 2010
Bank of America April 2004 - February 2009
Bank of America August 2001 - March 2004
Skills
Banking, Forecasting, Strategic Financial..., Finance, E-commerce, Financial Services, Retail Banking, Investments, Credit, Business Analysis, Financial Analysis, Risk Management, Financial Planning, Financial Modeling, Portfolio Management, Process Improvement
Education
University of Florida 1977 — 1982
Master of Accounting, Accounting, Finance
Hans Tasch's Morgan Stanley Experience June 2005 - August 2005
Job at
Industry Real Estate
Experience
Prudential Real Estate Investors February 2013 - Present
Prudential Real Estate Investors February 2010 - March 2013
Gemini Real Estate Advisors October 2007 - November 2008
BPG Properties June 2006 - August 2006
Morgan Stanley June 2005 - August 2005
Education
University of Delaware - Lerner College of Business and Economics 2004 — 2007
Bachelor of Science, Finance and Marketing
Prudential Real Estate Investors February 2013 - Present
Prudential Real Estate Investors February 2010 - March 2013
Gemini Real Estate Advisors October 2007 - November 2008
BPG Properties June 2006 - August 2006
Morgan Stanley June 2005 - August 2005
Education
University of Delaware - Lerner College of Business and Economics 2004 — 2007
Bachelor of Science, Finance and Marketing
JR Musser's Morgan Stanley Experience 1999 - 2001
Job General Sales Manager at Summit Ford, Inc.
Industry Automotive
Experience
Summit Ford, Inc. AnalystNorthern TrustMarch 2002 - March 2003
Morgan Stanley Investment Management 1999 - 2002
MORGAN STANLEY 1999 - 2001
Education
University of Denver 1995 — 1999
BSBA, Finance/Marketing
Summit Ford, Inc. AnalystNorthern TrustMarch 2002 - March 2003
Morgan Stanley Investment Management 1999 - 2002
MORGAN STANLEY 1999 - 2001
Education
University of Denver 1995 — 1999
BSBA, Finance/Marketing
Howard Schulman's Morgan Stanley Experience September 2000 - February 2003
Job Business Broker at Transworld Business Advisors
Industry Investment Banking
Experience
Transworld Business Advisors February 2003 - Present
Morgan Stanley September 2000 - February 2003
Out2.com February 2000 - July 2000
Altuf Corporation September 1997 - July 1999
The Palmyra Group May 1988 - September 1997
Savoy Elecronics February 1992 - January 1993
Hill and Knowlton August 1984 - May 1988
InterFirst Corporation June 1983 - July 1984
Barnett Bank of South Florida, N.A. October 1981 - June 1983
GTE January 1980 - October 1981
Skills
Start-ups, Small Business, Marketing, Mergers & Acquisitions, Management, Business Development, Business Brokerage, Strategic Planning, Mergers, Strategy, Selling, Marketing Strategy, Due Diligence, Valuation, Team Building, Business, Entrepreneurship, Business Analysis, Strategic Financial..., Manufacturing, Business Valuation, Business Planning, Commercial Real Estate
Education
University of Florida 1975 — 1979
BSJM, Public Relations, Marketing
Transworld Business Advisors February 2003 - Present
Morgan Stanley September 2000 - February 2003
Out2.com February 2000 - July 2000
Altuf Corporation September 1997 - July 1999
The Palmyra Group May 1988 - September 1997
Savoy Elecronics February 1992 - January 1993
Hill and Knowlton August 1984 - May 1988
InterFirst Corporation June 1983 - July 1984
Barnett Bank of South Florida, N.A. October 1981 - June 1983
GTE January 1980 - October 1981
Skills
Start-ups, Small Business, Marketing, Mergers & Acquisitions, Management, Business Development, Business Brokerage, Strategic Planning, Mergers, Strategy, Selling, Marketing Strategy, Due Diligence, Valuation, Team Building, Business, Entrepreneurship, Business Analysis, Strategic Financial..., Manufacturing, Business Valuation, Business Planning, Commercial Real Estate
Education
University of Florida 1975 — 1979
BSJM, Public Relations, Marketing
Mark S. Fein's Morgan Stanley Experience September 1998 - August 2004
Job Director of Business Development at Velocity Processing specializing in credit card processing. 3055276275
Industry Financial Services
Experience
Velocity Processing November 2013 - Present
Emerald Asset Advisors, LLC December 2011 - September 2013
Merrill Lynch September 2004 - February 2009
Morgan Stanley September 1998 - August 2004
Skills
Merchant Services, Merchant Card Processing, Credit Card Transaction..., New Business Development, Business Development, Client Development, Strategic Alliances, Investments, Strategic Financial..., Wealth Management, Financial Services, Key Account Acquisition..., Strategic Prospecting, Strategic Planning, Due Diligence, Strategy, Business Planning, Customer Oriented, Customer Success, Alternative Investments, Asset Management, Entrepreneurship, Financial Planning, Leadership, Management, Marketing
Education
University of Florida 1990 — 1994
BS, Psychology
Hollywood Hills High School 1987 — 1990
High School Diploma, 9-12
University of Florida
Bachelor's degree, Psychology
University of Florida
Bachelor's degree, Psychology
University of Florida
Bachelor's degree, Psychology
University of Florida
Bachelor's degree, Psychology
University of Florida
Bachelor's degree, Psychology
University of Florida
Bachelor's degree, Psychology
Velocity Processing November 2013 - Present
Emerald Asset Advisors, LLC December 2011 - September 2013
Merrill Lynch September 2004 - February 2009
Morgan Stanley September 1998 - August 2004
Skills
Merchant Services, Merchant Card Processing, Credit Card Transaction..., New Business Development, Business Development, Client Development, Strategic Alliances, Investments, Strategic Financial..., Wealth Management, Financial Services, Key Account Acquisition..., Strategic Prospecting, Strategic Planning, Due Diligence, Strategy, Business Planning, Customer Oriented, Customer Success, Alternative Investments, Asset Management, Entrepreneurship, Financial Planning, Leadership, Management, Marketing
Education
University of Florida 1990 — 1994
BS, Psychology
Hollywood Hills High School 1987 — 1990
High School Diploma, 9-12
University of Florida
Bachelor's degree, Psychology
University of Florida
Bachelor's degree, Psychology
University of Florida
Bachelor's degree, Psychology
University of Florida
Bachelor's degree, Psychology
University of Florida
Bachelor's degree, Psychology
University of Florida
Bachelor's degree, Psychology
Phil Roberts, LION's Morgan Stanley Experience February 2004 - December 2006
Job Recruiting Consultant at HealthCare Support Staffing
Industry Staffing and Recruiting
Experience
HealthCare Support Staffing November 2013 - Present
CareFusion April 2010 - Present
Morgan Stanley February 2004 - December 2006
Skills
Sales Excellence, Presenter, PeopleSoft, Personal Development, Customer Service, Follow-up, work ethic, Written Skills, Public Speaking, Seminar Presentations, Team Leadership, Fast Learner, Disposables, Sales, Salesforce.com, Sales Process, Medical Devices, Sales Operations, Operating Room Sales, Account Management, Selling, Surgical Instruments, Surgeons, Hospitals, Direct Sales, Cold Calling, Sales Presentations, Leadership, Product Launch, New Business Development, Sales Force Development, Urology, Medical Sales, Market Development, Interventional Radiology, Selling Skills, Capital Equipment Sales, Vascular, Cardiology, Orthopedic, ENT, OB/GYN, Interventional..., Spine, Pharmaceutical Sales, Vascular Surgery, Surgery, Managed Care, Healthcare, Neurosurgery
Education
University of Florida
BSBA, Finance
HealthCare Support Staffing November 2013 - Present
CareFusion April 2010 - Present
Morgan Stanley February 2004 - December 2006
Skills
Sales Excellence, Presenter, PeopleSoft, Personal Development, Customer Service, Follow-up, work ethic, Written Skills, Public Speaking, Seminar Presentations, Team Leadership, Fast Learner, Disposables, Sales, Salesforce.com, Sales Process, Medical Devices, Sales Operations, Operating Room Sales, Account Management, Selling, Surgical Instruments, Surgeons, Hospitals, Direct Sales, Cold Calling, Sales Presentations, Leadership, Product Launch, New Business Development, Sales Force Development, Urology, Medical Sales, Market Development, Interventional Radiology, Selling Skills, Capital Equipment Sales, Vascular, Cardiology, Orthopedic, ENT, OB/GYN, Interventional..., Spine, Pharmaceutical Sales, Vascular Surgery, Surgery, Managed Care, Healthcare, Neurosurgery
Education
University of Florida
BSBA, Finance
Ron Aranow's Morgan Stanley Experience 1974 - 2005
Job Financial Advisor Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2015 - Present
Wells Fargo Advisors, LLC June 2012 - May 2015
Wells Fargo Advisors, LLC 2005 - 2012
Morgan Stanley 1974 - 2005
Skills
Investments, Retirement Planning, Wealth Management, Asset Allocation, Mutual Funds, IRAs, Retirement, 401k, Securities, Alternative Investments, Fixed Annuities, ETFs, Investment Strategies
Education
University of South Florida 1969 — 1972
B.A, Sociology
University of Florida 1967 — 1968
Ameriprise Financial Services, Inc. May 2015 - Present
Wells Fargo Advisors, LLC June 2012 - May 2015
Wells Fargo Advisors, LLC 2005 - 2012
Morgan Stanley 1974 - 2005
Skills
Investments, Retirement Planning, Wealth Management, Asset Allocation, Mutual Funds, IRAs, Retirement, 401k, Securities, Alternative Investments, Fixed Annuities, ETFs, Investment Strategies
Education
University of South Florida 1969 — 1972
B.A, Sociology
University of Florida 1967 — 1968
Jon Keehn's Morgan Stanley Experience 2007 - 2009
Job Managing Director at Maverick Capital
Industry Investment Management
Experience
Maverick Capital March 2009 - Present
Morgan Stanley 2007 - 2009
Education
University of Notre Dame - Mendoza College of Business 2006 — 2007
MSA, Accountancy
University of Notre Dame - Mendoza College of Business 2005 — 2006
MBA, Investments, Corp. Finance
University of Detroit Mercy 2002 — 2005
BS, Finance, Economics
Maverick Capital March 2009 - Present
Morgan Stanley 2007 - 2009
Education
University of Notre Dame - Mendoza College of Business 2006 — 2007
MSA, Accountancy
University of Notre Dame - Mendoza College of Business 2005 — 2006
MBA, Investments, Corp. Finance
University of Detroit Mercy 2002 — 2005
BS, Finance, Economics
Furqan Akhtar's Morgan Stanley Experience October 2011 - Present
Job Network Engineer at Morgan Stanley
Industry Computer Networking
Experience
Morgan Stanley October 2011 - Present
Sidera Networks January 2011 - October 2011
Sidera Networks April 2010 - December 2010
Alcatel-Lucent October 2006 - November 2007
Skills
OSPF, BGP, Routing, Switches, Routers, RIP, CCNA, Routing Protocols, CCNP, Computer Network..., Network Design, IP, Cisco Technologies, Network Engineering, EIGRP, WAN, Ethernet, Wireless, Frame Relay, Juniper JNCIA-ER, Troubleshooting, DNS, Networking, Integration, Network Security, Cisco Nexus, System Deployment, Cisco Certified, NAT, Cisco IOS, NMS
Education
City University New York 2008 — 2010
ME, Electrical Engineering
University of Engineering and Technology, Taxila 2002 — 2006
Bsc, Electrical Engineering
Morgan Stanley October 2011 - Present
Sidera Networks January 2011 - October 2011
Sidera Networks April 2010 - December 2010
Alcatel-Lucent October 2006 - November 2007
Skills
OSPF, BGP, Routing, Switches, Routers, RIP, CCNA, Routing Protocols, CCNP, Computer Network..., Network Design, IP, Cisco Technologies, Network Engineering, EIGRP, WAN, Ethernet, Wireless, Frame Relay, Juniper JNCIA-ER, Troubleshooting, DNS, Networking, Integration, Network Security, Cisco Nexus, System Deployment, Cisco Certified, NAT, Cisco IOS, NMS
Education
City University New York 2008 — 2010
ME, Electrical Engineering
University of Engineering and Technology, Taxila 2002 — 2006
Bsc, Electrical Engineering
Crystal Dadd's Morgan Stanley Experience July 2007 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2007 - Present
Education
University of Florida
Morgan Stanley July 2007 - Present
Education
University of Florida
Neesha Shah's Morgan Stanley Experience June 2012 - Present
Job Securities Specialist
Industry Financial Services
Experience
Morgan Stanley June 2012 - Present
Citigroup October 2007 - June 2012
Skills
Securities
Education
University of Delaware - Lerner College of Business and Economics 1996 — 2001
B.S.B.A, Finance
Morgan Stanley June 2012 - Present
Citigroup October 2007 - June 2012
Skills
Securities
Education
University of Delaware - Lerner College of Business and Economics 1996 — 2001
B.S.B.A, Finance
Mickey Filippucci's Morgan Stanley Experience August 1994 - February 2000
Job Owner modeLogic, Inc.
Industry Management Consulting
Experience
modeLogic, Inc. April 2012 - Present
Florida Rock Stars Inc. January 2010 - Present
South Florida Baseball League January 1992 - Present
BankUnited April 2010 - April 2012
enChoice®, Inc. October 2001 - April 2010
Prudential Financial February 2000 - June 2001
Morgan Stanley August 1994 - February 2000
Southeast Bank August 1981 - August 1994
Skills
Management Consulting, Strategic Financial..., Financial Modeling, Financial Analysis, Sales and Marketing, Investment Banking, Corporate Banking, Commercial Banking, Portfolio Management, Credit Analysis, Treasury Management, Investments, Management, Finance, Start-ups, Leadership, Strategic Planning, Customer Service, Marketing, Small Business, Business Development, Financial Planning
Education
University of Miami 1984 — 1986
MBA, International Business
University of Florida 1978 — 1981
Bachelor of Science in Business Administration, Finance
modeLogic, Inc. April 2012 - Present
Florida Rock Stars Inc. January 2010 - Present
South Florida Baseball League January 1992 - Present
BankUnited April 2010 - April 2012
enChoice®, Inc. October 2001 - April 2010
Prudential Financial February 2000 - June 2001
Morgan Stanley August 1994 - February 2000
Southeast Bank August 1981 - August 1994
Skills
Management Consulting, Strategic Financial..., Financial Modeling, Financial Analysis, Sales and Marketing, Investment Banking, Corporate Banking, Commercial Banking, Portfolio Management, Credit Analysis, Treasury Management, Investments, Management, Finance, Start-ups, Leadership, Strategic Planning, Customer Service, Marketing, Small Business, Business Development, Financial Planning
Education
University of Miami 1984 — 1986
MBA, International Business
University of Florida 1978 — 1981
Bachelor of Science in Business Administration, Finance
Jerry Trybus's Morgan Stanley Experience April 2005 - May 2007
Job Business Operations Manager at Cisco
Industry Information Technology and Services
Experience
Cisco October 2014 - Present
Bardess Group August 2010 - September 2014
Chase Investment Services Corporation 2008 - 2010
Merrill Lynch June 2007 - June 2008
Morgan Stanley April 2005 - May 2007
Motorola March 1998 - September 2003
Education
University of Detroit Mercy
Bachelor of Science, Marketing
Cisco October 2014 - Present
Bardess Group August 2010 - September 2014
Chase Investment Services Corporation 2008 - 2010
Merrill Lynch June 2007 - June 2008
Morgan Stanley April 2005 - May 2007
Motorola March 1998 - September 2003
Education
University of Detroit Mercy
Bachelor of Science, Marketing
Carl Regan's Morgan Stanley Experience March 1988 - March 2000
Job
Industry
Experience
The Keyes Company September 2014 - Present
Morgan Stanley March 1988 - March 2000
US Army July 1958 - July 1978
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
University of Florida 1969 — 1970
Master's degree, Latin American Studies, 4.0
The Keyes Company September 2014 - Present
Morgan Stanley March 1988 - March 2000
US Army July 1958 - July 1978
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
University of Florida 1969 — 1970
Master's degree, Latin American Studies, 4.0
Steven Pelosi, CPA's Morgan Stanley Experience July 2013 - Present
Job Senior Associate PwC
Industry Accounting
Experience
PricewaterhouseCoopers July 2015 - Present
Morgan Stanley July 2013 - Present
ParenteBeard LLC January 2011 - July 2013
Williams Lea June 2008 - August 2008
Pelosi Landscaping April 2005 - June 2007
Skills
Auditing, Financial Analysis, Strategic Financial..., Investments, Corporate Finance, Valuation, Finance, Equities, Financial Reporting, Accounting, Risk Management, Derivatives, CPA, SEC filings, Securities, Variance Analysis, Sarbanes-Oxley Act, Financial Statements, Internal Controls, GAAP, General Ledger, Alternative Investments, Private Equity, Journal Entries
Education
University of Delaware - Lerner College of Business and Economics 2006 — 2010
Bachelor of Science, Finance and Accounting
CFA Institute - Level II CFA Candidate
PricewaterhouseCoopers July 2015 - Present
Morgan Stanley July 2013 - Present
ParenteBeard LLC January 2011 - July 2013
Williams Lea June 2008 - August 2008
Pelosi Landscaping April 2005 - June 2007
Skills
Auditing, Financial Analysis, Strategic Financial..., Investments, Corporate Finance, Valuation, Finance, Equities, Financial Reporting, Accounting, Risk Management, Derivatives, CPA, SEC filings, Securities, Variance Analysis, Sarbanes-Oxley Act, Financial Statements, Internal Controls, GAAP, General Ledger, Alternative Investments, Private Equity, Journal Entries
Education
University of Delaware - Lerner College of Business and Economics 2006 — 2010
Bachelor of Science, Finance and Accounting
CFA Institute - Level II CFA Candidate
Edmond Sannini's Morgan Stanley Experience Senior VIce PresidentFreddie MacDecember 2001 - April 2004
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Senior VIce PresidentFreddie MacDecember 2001 - April 2004
J P Morgan February 1984 - November 2001
Education
University of Delaware - Lerner College of Business and Economics 1974 — 1978
BS Actg
Morgan Stanley Senior VIce PresidentFreddie MacDecember 2001 - April 2004
J P Morgan February 1984 - November 2001
Education
University of Delaware - Lerner College of Business and Economics 1974 — 1978
BS Actg
Dan Kratish's Morgan Stanley Experience November 1995 - Present
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 1995 - Present
Skills
Certified Financial..., Wealth Management, Retirement Planning, Asset Allocation, Investment Advisory, Mutual Funds, Series 63, Investments, Investment Strategies, Strategic Financial..., Retirement, Alternative Investments, Financial Advisory, Portfolio Management, Securities, Estate Planning, Asset Management, Investment Management, Wealth Management...
Education
University of Florida 1971 — 1975
Bachelor of Science (B.S.), Economics
Morgan Stanley November 1995 - Present
Skills
Certified Financial..., Wealth Management, Retirement Planning, Asset Allocation, Investment Advisory, Mutual Funds, Series 63, Investments, Investment Strategies, Strategic Financial..., Retirement, Alternative Investments, Financial Advisory, Portfolio Management, Securities, Estate Planning, Asset Management, Investment Management, Wealth Management...
Education
University of Florida 1971 — 1975
Bachelor of Science (B.S.), Economics
Anwaar Ali's Morgan Stanley Experience February 2011 - Present
Job Virtualization Engineer at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley February 2011 - Present
Soroc Technology September 2007 - February 2011
Hostopia 2007 - 2007
Education
University of Toronto 2002 — 2004
Master of Engineering, Telecommunication
University of Engineering and Technology, Lahore
Morgan Stanley February 2011 - Present
Soroc Technology September 2007 - February 2011
Hostopia 2007 - 2007
Education
University of Toronto 2002 — 2004
Master of Engineering, Telecommunication
University of Engineering and Technology, Lahore
Georgio Luca's Morgan Stanley Experience 2005 - 2006
Job Consultant at Self Employed
Industry Business Supplies and Equipment
Experience
Self employed January 2005 - Present
Zeno Office Solutions 2011 - 2013
LocalEdge 2010 - 2011
Bath & Body Works 2007 - 2009
Riotto Design, LLC 2006 - 2007
Morgan Stanley 2005 - 2006
Kiehls 2004 - 2005
Sephora 2002 - 2004
Education
University of Florida 1990 — 1993
Psychology
Eastside High School
International Baccalaureate Program
Self employed January 2005 - Present
Zeno Office Solutions 2011 - 2013
LocalEdge 2010 - 2011
Bath & Body Works 2007 - 2009
Riotto Design, LLC 2006 - 2007
Morgan Stanley 2005 - 2006
Kiehls 2004 - 2005
Sephora 2002 - 2004
Education
University of Florida 1990 — 1993
Psychology
Eastside High School
International Baccalaureate Program
Michael Beiline's Morgan Stanley Experience June 2013 - Present
Job Sales Assosciate at Kron USA
Industry Financial Services
Experience
Morgan Stanley June 2013 - Present
Kron USA May 2013 - Present
Education
University of Florida 2010 — 2013
Morgan Stanley June 2013 - Present
Kron USA May 2013 - Present
Education
University of Florida 2010 — 2013
Margaux Lochmiller's Morgan Stanley Experience July 2015 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
LochV LLC July 2014 - July 2015
Barclays May 2010 - June 2014
Smith Barney September 2008 - February 2010
Education
University of Denver 2004 — 2008
B.S.B.A., International Business
University of Richmond 2003 — 2004
Morgan Stanley July 2015 - Present
LochV LLC July 2014 - July 2015
Barclays May 2010 - June 2014
Smith Barney September 2008 - February 2010
Education
University of Denver 2004 — 2008
B.S.B.A., International Business
University of Richmond 2003 — 2004
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS