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
Bret Schiller Bret Schiller's Morgan Stanley Experience March 2007 - July 2009
Job Director, Healthcare Investment Banking
Industry Investment Banking
Experience
SunTrust Robinson Humphrey August 2009 - Present
Morgan Stanley March 2007 - July 2009
Lehman Brothers July 2005 - March 2007
Lehman Brothers June 2004 - August 2004
Skills
Investment Banking, Series 7, Valuation, Debt, Equities, Capital Markets, Financial Modeling, Corporate Finance, Credit Analysis, IPO, Leveraged Finance, Mergers, LBO, Series 63, Origination, Financial Markets, Mergers
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Master of Business Administration
University of Georgia - Terry College of Business
Bachelor of Business Administration with Honors
SunTrust Robinson Humphrey August 2009 - Present
Morgan Stanley March 2007 - July 2009
Lehman Brothers July 2005 - March 2007
Lehman Brothers June 2004 - August 2004
Skills
Investment Banking, Series 7, Valuation, Debt, Equities, Capital Markets, Financial Modeling, Corporate Finance, Credit Analysis, IPO, Leveraged Finance, Mergers, LBO, Series 63, Origination, Financial Markets, Mergers
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Master of Business Administration
University of Georgia - Terry College of Business
Bachelor of Business Administration with Honors
Courtney Hoyes Courtney Hoyes's Morgan Stanley Experience June 2014 - Present
Job Foreign Exchange Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Looney's Pub September 2011 - June 2014
Morgan Stanley Wealth Management April 2013 - August 2013
UBS Investment Bank March 2012 - January 2013
Nanny in Davidsonville,MD April 2011 - August 2012
Maryland United Lacrosse Club May 2009 - December 2011
Skills
Excel, Word, Microsoft Office, PowerPoint, Microsoft Word, Facebook, Access, Customer Service, Data Analysis, Microsoft Excel, Outlook, Coaching, Financial Analysis, Social Media, Social Networking, Event Planning, Fundraising, Marketing, Social Media Marketing, Finance, Time Management, Event Management, Team Leadership, Analysis, Teamwork, Leadership, Research
Education
University of Maryland College Park 2011 — 2014
Bachelor of Behavioral and Social Sciences, Criminology
University of Florida 2010 — 2011
Archbishop Spalding High School 2006 — 2010
Morgan Stanley June 2014 - Present
Looney's Pub September 2011 - June 2014
Morgan Stanley Wealth Management April 2013 - August 2013
UBS Investment Bank March 2012 - January 2013
Nanny in Davidsonville,MD April 2011 - August 2012
Maryland United Lacrosse Club May 2009 - December 2011
Skills
Excel, Word, Microsoft Office, PowerPoint, Microsoft Word, Facebook, Access, Customer Service, Data Analysis, Microsoft Excel, Outlook, Coaching, Financial Analysis, Social Media, Social Networking, Event Planning, Fundraising, Marketing, Social Media Marketing, Finance, Time Management, Event Management, Team Leadership, Analysis, Teamwork, Leadership, Research
Education
University of Maryland College Park 2011 — 2014
Bachelor of Behavioral and Social Sciences, Criminology
University of Florida 2010 — 2011
Archbishop Spalding High School 2006 — 2010
Vicki Aubin's Morgan Stanley Experience April 2011 - March 2012
Job The Rockin' Career Coach: Career Transition CoPilot, Career Counselor & Communications Strategist
Industry Public Relations and Communications
Experience
Vicki Aubin, The Rockin' Career Coach April 2012 - Present
NY Career Meetup May 2013 - Present
NYU Wasserman Center for Career Development March 2012 - June 2014
Morgan Stanley April 2011 - March 2012
The Marymont Group October 2008 - March 2011
Deloitte December 2007 - October 2008
Goldman Sachs 2000 - 2006
Earache Records Inc. 1999 - 2000
College Media Inc. 1995 - 1999
Skills
Career Counseling, Career Development, Resume Writing, Interviews, Job Search Strategies, LinkedIn, Interview Preparation, Marketing, Personal Branding, Social Media, Job Coaching, Job Search, Marketing Copy, Teaching Workshops, Public Speaking, Human Resources, Recruiting, Talent Acquisition, Event Management, College Recruiting, Personnel Management, Taleo, PeopleSoft, Applicant Tracking..., HRIS
Education
University of Hartford
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Vicki Aubin, The Rockin' Career Coach April 2012 - Present
NY Career Meetup May 2013 - Present
NYU Wasserman Center for Career Development March 2012 - June 2014
Morgan Stanley April 2011 - March 2012
The Marymont Group October 2008 - March 2011
Deloitte December 2007 - October 2008
Goldman Sachs 2000 - 2006
Earache Records Inc. 1999 - 2000
College Media Inc. 1995 - 1999
Skills
Career Counseling, Career Development, Resume Writing, Interviews, Job Search Strategies, LinkedIn, Interview Preparation, Marketing, Personal Branding, Social Media, Job Coaching, Job Search, Marketing Copy, Teaching Workshops, Public Speaking, Human Resources, Recruiting, Talent Acquisition, Event Management, College Recruiting, Personnel Management, Taleo, PeopleSoft, Applicant Tracking..., HRIS
Education
University of Hartford
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Raphael Schweiger's Morgan Stanley Experience 2007 - 2008
Job Vice President, Communications, Corporate Banking & Securities, Americas at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank 2015 - Present
Deutsche Bank 2014 - 2015
Deutsche Bank 2012 - 2014
Deutsche Bank 2009 - 2011
Morgan Stanley 2007 - 2008
Rothschild January 2007 - March 2007
Solon Management Consulting January 2006 - March 2006
Skills
Valuation, Investment Banking, Mergers & Acquisitions, Due Diligence, Business Strategy, Strategy, Corporate Development, Corporate Finance, Financial Modeling, LBO, Bloomberg, Strategic Financial..., Market Analysis, Financial Analysis, DCF, Market Research, Mergers, Briefing notes, Marketing Material..., Speech Writing, Equities, Strategic Communications
Education
Handelshochschule Leipzig 2005 — 2007
Dipl.-Kfm., Finance, Accounting, Strategic Management
University of Florida - Warrington College Of Business 2006 — 2006
Finance
Deutsche Bank 2015 - Present
Deutsche Bank 2014 - 2015
Deutsche Bank 2012 - 2014
Deutsche Bank 2009 - 2011
Morgan Stanley 2007 - 2008
Rothschild January 2007 - March 2007
Solon Management Consulting January 2006 - March 2006
Skills
Valuation, Investment Banking, Mergers & Acquisitions, Due Diligence, Business Strategy, Strategy, Corporate Development, Corporate Finance, Financial Modeling, LBO, Bloomberg, Strategic Financial..., Market Analysis, Financial Analysis, DCF, Market Research, Mergers, Briefing notes, Marketing Material..., Speech Writing, Equities, Strategic Communications
Education
Handelshochschule Leipzig 2005 — 2007
Dipl.-Kfm., Finance, Accounting, Strategic Management
University of Florida - Warrington College Of Business 2006 — 2006
Finance
Francis Zamora's Morgan Stanley Experience May 2014 - Present
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2014 - Present
Capgemini Consulting January 2013 - April 2014
Northwestern Mutual January 2011 - December 2012
Skills
Microsoft Excel, Microsoft SQL Server, Financial Planning, Financial Analysis, Financial Services, Bookkeeping, Tax Preparation, Microsoft Office, QuickBooks, Financial Modeling, Corporate Finance, Financial Markets, Reserve Analysis
Education
University of Florida 2006 — 2010
Bachelor's degree, Economics
Cardinal Mooney High School 2002 — 2006
High School
Morgan Stanley May 2014 - Present
Capgemini Consulting January 2013 - April 2014
Northwestern Mutual January 2011 - December 2012
Skills
Microsoft Excel, Microsoft SQL Server, Financial Planning, Financial Analysis, Financial Services, Bookkeeping, Tax Preparation, Microsoft Office, QuickBooks, Financial Modeling, Corporate Finance, Financial Markets, Reserve Analysis
Education
University of Florida 2006 — 2010
Bachelor's degree, Economics
Cardinal Mooney High School 2002 — 2006
High School
Ted Lochwyn Ted Lochwyn's Morgan Stanley Experience February 2008 - November 2008
Job Intrepid Explorer
Industry Financial Services
Experience
Meteora Partners, LLC May 2011 - Present
various production companies October 1992 - Present
US Census Bureau April 2009 - April 2010
Morgan Stanley February 2008 - November 2008
Bank of America June 2007 - February 2008
Staten Island Philharmonic February 2004 - May 2007
Michael Mao Dance October 2001 - June 2002
Santa Fe Community College August 1999 - August 2001
Pariah Theatrics May 1998 - August 1999
University of Florida August 1998 - May 1999
Skills
Editing, Public Speaking, Grant Writing, Research, Theatre, Leadership, Acting, Training, Technical Writing, Microsoft Office, Management, Time Management, Analysis, Microsoft Excel, Creative Writing, Microsoft Word, Project Planning, Teaching, Event Management, Film, Graphic Design, Social Networking, Social Media, Event Planning, Marketing, Blogging, Music, Television, Video Production, Film Production
Education
University of Florida 1998 — 2000
MA, Linguistics
University of Florida 1994 — 1997
MFA, Acting
Meteora Partners, LLC May 2011 - Present
various production companies October 1992 - Present
US Census Bureau April 2009 - April 2010
Morgan Stanley February 2008 - November 2008
Bank of America June 2007 - February 2008
Staten Island Philharmonic February 2004 - May 2007
Michael Mao Dance October 2001 - June 2002
Santa Fe Community College August 1999 - August 2001
Pariah Theatrics May 1998 - August 1999
University of Florida August 1998 - May 1999
Skills
Editing, Public Speaking, Grant Writing, Research, Theatre, Leadership, Acting, Training, Technical Writing, Microsoft Office, Management, Time Management, Analysis, Microsoft Excel, Creative Writing, Microsoft Word, Project Planning, Teaching, Event Management, Film, Graphic Design, Social Networking, Social Media, Event Planning, Marketing, Blogging, Music, Television, Video Production, Film Production
Education
University of Florida 1998 — 2000
MA, Linguistics
University of Florida 1994 — 1997
MFA, Acting
Charline E. Burgess Charline E. Burgess's Morgan Stanley Experience October 2013 - Present
Job Branch Manager Assistant at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2013 - Present
Morgan Stanley March 2010 - October 2013
Water Asset Management April 2009 - 2010
Morgan Stanley October 2007 - November 2008
Morgan Stanley August 2000 - August 2007
Teaching Matters August 1998 - August 2000
New York Board of Education August 1997 - August 1998
Bloomingdale High School August 1996 - August 1997
Worldwatch Institute January 1992 - February 1993
Skills
Business Strategy, Training & Development, Training Delivery, Bloomberg, Project Management, CRM, Customer Service, Cost Benefit, Business Intelligence, Portfolio Management, Recruiting, Financial Services, Sales, Marketing, Series 7, Series 63, Staff Development, Process Improvement, Leadership
Education
University of Florida 1994 — 1995
MEd, Education
University of Florida 1985 — 1990
Bachelor of Arts, English
Morgan Stanley October 2013 - Present
Morgan Stanley March 2010 - October 2013
Water Asset Management April 2009 - 2010
Morgan Stanley October 2007 - November 2008
Morgan Stanley August 2000 - August 2007
Teaching Matters August 1998 - August 2000
New York Board of Education August 1997 - August 1998
Bloomingdale High School August 1996 - August 1997
Worldwatch Institute January 1992 - February 1993
Skills
Business Strategy, Training & Development, Training Delivery, Bloomberg, Project Management, CRM, Customer Service, Cost Benefit, Business Intelligence, Portfolio Management, Recruiting, Financial Services, Sales, Marketing, Series 7, Series 63, Staff Development, Process Improvement, Leadership
Education
University of Florida 1994 — 1995
MEd, Education
University of Florida 1985 — 1990
Bachelor of Arts, English
Daniel Antigua's Morgan Stanley Experience February 2013 - Present
Job INVESTMENT ASSOCIATE
Industry Financial Services
Experience
Morgan Stanley February 2013 - Present
Skills
Series 7, Asset Allocation, Bloomberg, Capital Markets
Education
University of Florida - Warrington College Of Business 1999 — 2003
Morgan Stanley February 2013 - Present
Skills
Series 7, Asset Allocation, Bloomberg, Capital Markets
Education
University of Florida - Warrington College Of Business 1999 — 2003
Josh Scherman Josh Scherman's Morgan Stanley Experience September 2005 - April 2006
Job VP Business Development and Partnerships at inDinero
Industry Internet
Experience
inDinero May 2015 - Present
Constant Contact September 2011 - April 2015
United Nations Population Fund - 7 Billion Actions Initiative June 2011 - September 2011
Postling.com (Acquired by LocalVox Media) January 2010 - June 2011
AlwaysOn April 2009 - January 2010
Oppenheimer & Co., Inc. April 2006 - April 2009
Morgan Stanley September 2005 - April 2006
CIBC World Markets June 2004 - September 2005
Skills
Strategic Partnerships, Start-ups, Strategy, Business Development, Management, Entrepreneurship, Marketing, Online Marketing, Sales, Marketing Strategy, Social Media, Strategic Planning, Enterprise Software, New Business Development, SaaS, Product Management, Social Media Marketing
Education
University of Florida - Warrington College of Business Administration 1999 — 2003
BABS, Finance
inDinero May 2015 - Present
Constant Contact September 2011 - April 2015
United Nations Population Fund - 7 Billion Actions Initiative June 2011 - September 2011
Postling.com (Acquired by LocalVox Media) January 2010 - June 2011
AlwaysOn April 2009 - January 2010
Oppenheimer & Co., Inc. April 2006 - April 2009
Morgan Stanley September 2005 - April 2006
CIBC World Markets June 2004 - September 2005
Skills
Strategic Partnerships, Start-ups, Strategy, Business Development, Management, Entrepreneurship, Marketing, Online Marketing, Sales, Marketing Strategy, Social Media, Strategic Planning, Enterprise Software, New Business Development, SaaS, Product Management, Social Media Marketing
Education
University of Florida - Warrington College of Business Administration 1999 — 2003
BABS, Finance
Kyle Feasey, CMA Kyle Feasey, CMA's Morgan Stanley Experience July 2013 - December 2013
Job Senior Cost Accountant
Industry Food & Beverages
Experience
Pernod Ricard Winemakers July 2014 - Present
Investec December 2013 - July 2014
Morgan Stanley July 2013 - December 2013
Pernod Ricard New Zealand August 2012 - January 2013
Pernod Ricard New Zealand December 2010 - August 2012
Hammond Manufacturing Co. Ltd November 2008 - November 2010
Linamar August 2007 - November 2008
Skills
Forecasting, Financial Analysis, Financial Reporting, Managerial Finance, Accounting
Education
Certified Management Accountants of Ontario 2007 — 2010
CMA
University of Guelph 2002 — 2007
Bachelor of Commerce (B.Com.), Management Economics in Industry and Finance
Pernod Ricard Winemakers July 2014 - Present
Investec December 2013 - July 2014
Morgan Stanley July 2013 - December 2013
Pernod Ricard New Zealand August 2012 - January 2013
Pernod Ricard New Zealand December 2010 - August 2012
Hammond Manufacturing Co. Ltd November 2008 - November 2010
Linamar August 2007 - November 2008
Skills
Forecasting, Financial Analysis, Financial Reporting, Managerial Finance, Accounting
Education
Certified Management Accountants of Ontario 2007 — 2010
CMA
University of Guelph 2002 — 2007
Bachelor of Commerce (B.Com.), Management Economics in Industry and Finance
JP Theissen Jr.'s Morgan Stanley Experience August 2008 - November 2009
Job Senior Sales and Leasing Consultant/ Certified LEAF Elecric Car
Industry Automotive
Experience
Regal Nissan August 2012 - Present
Wallsreetramblings.com January 2010 - Present
TCM Trading and Investment Education January 2010 - July 2012
Merrill Lynch November 2010 - June 2011
Morgan Stanley August 2008 - November 2009
GV Capital Management November 2006 - April 2008
Bank of America December 2001 - August 2005
Prudential Securities July 1996 - December 2001
Merrill Lynch July 1993 - July 1996
Skills
Portfolio Strategy, Portfolio Management, Portfolio Optimization, Model Portfolios, Equity Trading, Proprietary Trading, Trading Strategies, Investments, Investment Strategies, Alternative Investments, Investment Advisory, ETFs, Market Research, Options, Options Strategies, Indexing, Trading Systems, Hedging, Hedge Funds, Consultative Selling, Value-based Selling, Cross Selling, Selling, Trading, Asset Allocation, Mutual Funds, Sales
Education
Nissan North America Certification 2014 — 2015
New Cars Sales Certified
Nissan North America Certification 2013 — 2014
New Cars Sales Certified
Nissan North America Certification 2012 — 2013
New Car Sales Certified
Metro Atlanta Auto Dealers Association 2012 — 2012
Professional Auto Skills
Advanced Investment & Trading Seminars 1993 — 2011
Investments
University of Georgia - Terry College of Business 1985 — 1989
BBA, Marketing
Fairfield College Preparatory School 1981 — 1985
Highschool, Advanced Courses
Regal Nissan August 2012 - Present
Wallsreetramblings.com January 2010 - Present
TCM Trading and Investment Education January 2010 - July 2012
Merrill Lynch November 2010 - June 2011
Morgan Stanley August 2008 - November 2009
GV Capital Management November 2006 - April 2008
Bank of America December 2001 - August 2005
Prudential Securities July 1996 - December 2001
Merrill Lynch July 1993 - July 1996
Skills
Portfolio Strategy, Portfolio Management, Portfolio Optimization, Model Portfolios, Equity Trading, Proprietary Trading, Trading Strategies, Investments, Investment Strategies, Alternative Investments, Investment Advisory, ETFs, Market Research, Options, Options Strategies, Indexing, Trading Systems, Hedging, Hedge Funds, Consultative Selling, Value-based Selling, Cross Selling, Selling, Trading, Asset Allocation, Mutual Funds, Sales
Education
Nissan North America Certification 2014 — 2015
New Cars Sales Certified
Nissan North America Certification 2013 — 2014
New Cars Sales Certified
Nissan North America Certification 2012 — 2013
New Car Sales Certified
Metro Atlanta Auto Dealers Association 2012 — 2012
Professional Auto Skills
Advanced Investment & Trading Seminars 1993 — 2011
Investments
University of Georgia - Terry College of Business 1985 — 1989
BBA, Marketing
Fairfield College Preparatory School 1981 — 1985
Highschool, Advanced Courses
Jason Yoskowitz Jason Yoskowitz's Morgan Stanley Experience July 1997 - July 2000
Job Sales and Online Marketing at Jewelry by Marsha
Industry Luxury Goods & Jewelry
Experience
Jewelry by Marsha October 2010 - Present
Gotham Pictures November 2008 - July 2010
Prudential Douglas Elliman April 2005 - November 2008
Assent Equity February 2002 - November 2008
UBS July 2000 - February 2003
Morgan Stanley July 1997 - July 2000
Skills
Online Marketing, Equities, Creative Direction, Investments, Entrepreneurship, Marketing, Sales, Jewelry, Real Estate, Asset Managment
Education
University of Florida 1989 — 1993
Bachelor or Arts, Political Science
Jewelry by Marsha October 2010 - Present
Gotham Pictures November 2008 - July 2010
Prudential Douglas Elliman April 2005 - November 2008
Assent Equity February 2002 - November 2008
UBS July 2000 - February 2003
Morgan Stanley July 1997 - July 2000
Skills
Online Marketing, Equities, Creative Direction, Investments, Entrepreneurship, Marketing, Sales, Jewelry, Real Estate, Asset Managment
Education
University of Florida 1989 — 1993
Bachelor or Arts, Political Science
Jason Broady Jason Broady's Morgan Stanley Experience June 2008 - April 2009
Job Relationship Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo August 2014 - Present
Wells Fargo July 2013 - July 2014
Wells Fargo March 2013 - July 2013
Wells Fargo Bank August 2010 - March 2013
Marcus & Millichap May 2010 - August 2010
Morgan Stanley June 2008 - April 2009
Skills
Portfolio Management, Banking, Finance, Credit Analysis, Loans, Credit, Mortgage Lending, Underwriting
Education
University of Florida 2009 — 2010
MBA, Finance, Real Estate
University of Florida - Warrington College of Business Administration 2004 — 2008
BSBA, Finance
High School 2000 — 2004
Wells Fargo August 2014 - Present
Wells Fargo July 2013 - July 2014
Wells Fargo March 2013 - July 2013
Wells Fargo Bank August 2010 - March 2013
Marcus & Millichap May 2010 - August 2010
Morgan Stanley June 2008 - April 2009
Skills
Portfolio Management, Banking, Finance, Credit Analysis, Loans, Credit, Mortgage Lending, Underwriting
Education
University of Florida 2009 — 2010
MBA, Finance, Real Estate
University of Florida - Warrington College of Business Administration 2004 — 2008
BSBA, Finance
High School 2000 — 2004
Jim Chester Jim Chester's Morgan Stanley Experience 2004 - 2006
Job Senior Vice President at Raymond James
Industry Investment Banking
Experience
Raymond James March 2006 - Present
Morgan Stanley 2004 - 2006
Lehman Brothers August 2003 - July 2004
Lehman Brothers June 2002 - August 2002
First Union 1998 - 2001
SouthTrust Bank July 1993 - April 1998
Skills
Financial Modeling, Financial Analysis, Valuation, Mergers & Acquisitions, Private Equity, Due Diligence, Corporate Finance, Investments, Capital Markets, Finance, Portfolio Management, Investment Banking, Equities, Risk Management, Financial Services, Credit, Banking, Asset Management, Alternative Investments, Venture Capital
Education
University of Virginia - Darden Graduate School of Business Administration 2001 — 2003
Master of Business Administration (MBA)
University of Alabama at Birmingham 1995 — 1998
Master of Accounting
University of Georgia - Terry College of Business 1988 — 1993
Bachelor of Business Administration (BBA), Finance
Raymond James March 2006 - Present
Morgan Stanley 2004 - 2006
Lehman Brothers August 2003 - July 2004
Lehman Brothers June 2002 - August 2002
First Union 1998 - 2001
SouthTrust Bank July 1993 - April 1998
Skills
Financial Modeling, Financial Analysis, Valuation, Mergers & Acquisitions, Private Equity, Due Diligence, Corporate Finance, Investments, Capital Markets, Finance, Portfolio Management, Investment Banking, Equities, Risk Management, Financial Services, Credit, Banking, Asset Management, Alternative Investments, Venture Capital
Education
University of Virginia - Darden Graduate School of Business Administration 2001 — 2003
Master of Business Administration (MBA)
University of Alabama at Birmingham 1995 — 1998
Master of Accounting
University of Georgia - Terry College of Business 1988 — 1993
Bachelor of Business Administration (BBA), Finance
Ethan Tweedie Ethan Tweedie's Morgan Stanley Experience June 1994 - June 1998
Job Owner Ethan Tweedie Photography
Industry Photography
Experience
Ethan Tweedie Photography January 2009 - Present
Pfizer June 1998 - April 2009
Morgan Stanley June 1994 - June 1998
Skills
Luxury Real Estate..., Commercial Photography, Blog Marketing, SEO, Social Networking, Photography Workshops, Real Estate Marketing, Location Scouting, Local Knowledge, Hawaiiana, Architectural..., Photography, Portrait Photography, Public Speaking, Cardiology, Pharmaceutical Sales, Photos, Photojournalism, Social Media, Social Media Marketing, Digital Photography, Photoshop, Medicine, Digital Imaging, Selling, Editorial, Landscape Photography, Travel Photography, Art, Fine Art Photography, Video, Event Photography, Advertising, Adobe Creative Suite, Graphic Design, Publishing, Video Production, Fine Art, Creative Direction, Blogging, Image Editing, Online Marketing, Mac, Video Editing, Website Development, Lightroom, Aerial Photography, Newsletters, WordPress, Babies
Education
University of Hawaii at Manoa 1985 — 1992
Bachelor of Arts, Geography
Parker School, Waimea 1983 — 1985
Ethan Tweedie Photography January 2009 - Present
Pfizer June 1998 - April 2009
Morgan Stanley June 1994 - June 1998
Skills
Luxury Real Estate..., Commercial Photography, Blog Marketing, SEO, Social Networking, Photography Workshops, Real Estate Marketing, Location Scouting, Local Knowledge, Hawaiiana, Architectural..., Photography, Portrait Photography, Public Speaking, Cardiology, Pharmaceutical Sales, Photos, Photojournalism, Social Media, Social Media Marketing, Digital Photography, Photoshop, Medicine, Digital Imaging, Selling, Editorial, Landscape Photography, Travel Photography, Art, Fine Art Photography, Video, Event Photography, Advertising, Adobe Creative Suite, Graphic Design, Publishing, Video Production, Fine Art, Creative Direction, Blogging, Image Editing, Online Marketing, Mac, Video Editing, Website Development, Lightroom, Aerial Photography, Newsletters, WordPress, Babies
Education
University of Hawaii at Manoa 1985 — 1992
Bachelor of Arts, Geography
Parker School, Waimea 1983 — 1985
Scott Denbow Scott Denbow's Morgan Stanley Experience November 2003 - January 2009
Job HighBrook Investors
Industry Real Estate
Experience
HighBrook Investors March 2014 - Present
Reynolds Capital Group February 2009 - March 2014
Morgan Stanley November 2003 - January 2009
Lend Lease Real Estate Investments August 2001 - November 2003
Skills
Investments, Disposition, Real Estate Transactions, Asset Management, Investment Properties, Corporate Real Estate, Brokerage, Asset Managment, Portfolio Management, Leases
Education
CFA charterholder
University of Georgia - Terry College of Business 1996 — 2001
BBA, Finance & M.I.S.
Chattahoochee High School 1992 — 1996
HighBrook Investors March 2014 - Present
Reynolds Capital Group February 2009 - March 2014
Morgan Stanley November 2003 - January 2009
Lend Lease Real Estate Investments August 2001 - November 2003
Skills
Investments, Disposition, Real Estate Transactions, Asset Management, Investment Properties, Corporate Real Estate, Brokerage, Asset Managment, Portfolio Management, Leases
Education
CFA charterholder
University of Georgia - Terry College of Business 1996 — 2001
BBA, Finance & M.I.S.
Chattahoochee High School 1992 — 1996
Jeremy Gourd Jeremy Gourd's Morgan Stanley Experience October 2007 - August 2011
Job Compensation Analyst at Natixis North America
Industry Financial Services
Experience
Natixis North America November 2013 - Present
J.P. Morgan September 2011 - October 2013
Morgan Stanley October 2007 - August 2011
Skills
Microsoft Excel, Business Objects, Microsoft Access, Microsoft Powerpoint, PeopleSoft, Process Improvement
Education
University of Hawaii at Hilo 2003 — 2007
BA, Economics
Natixis North America November 2013 - Present
J.P. Morgan September 2011 - October 2013
Morgan Stanley October 2007 - August 2011
Skills
Microsoft Excel, Business Objects, Microsoft Access, Microsoft Powerpoint, PeopleSoft, Process Improvement
Education
University of Hawaii at Hilo 2003 — 2007
BA, Economics
Scott Voigt, CFA, CPA, CFP®, ChFEBC's Morgan Stanley Experience June 2005 - August 2005
Job Partner, Financial Planner at Verisail Partners
Industry Financial Services
Experience
Verisail Partners March 2010 - Present
FSG Wealth Management, LLC February 2009 - April 2010
Ernst & Young June 2006 - August 2006
Morgan Stanley June 2005 - August 2005
Skills
Retirement Planning, Business Planning, 401k, Estate Planning, Tax, Insurance, Financial Planning, Budgeting, Strategic Financial..., Financial Planners, Finance, Investments, Small Business, Budgets, Personal Financial..., Accounting, Wealth Management
Education
University of Georgia - Terry College of Business 2003 — 2007
BBA, Accounting
University of Georgia - Terry College of Business
MAcc., Accounting
Verisail Partners March 2010 - Present
FSG Wealth Management, LLC February 2009 - April 2010
Ernst & Young June 2006 - August 2006
Morgan Stanley June 2005 - August 2005
Skills
Retirement Planning, Business Planning, 401k, Estate Planning, Tax, Insurance, Financial Planning, Budgeting, Strategic Financial..., Financial Planners, Finance, Investments, Small Business, Budgets, Personal Financial..., Accounting, Wealth Management
Education
University of Georgia - Terry College of Business 2003 — 2007
BBA, Accounting
University of Georgia - Terry College of Business
MAcc., Accounting
Kevin McCarty Kevin McCarty's Morgan Stanley Experience January 2009 - November 2009
Job managing member at Cypress Consulting LLC
Industry Government Relations
Experience
Cypress Consulting LLC March 2010 - Present
Enterprise Florida August 2007 - December 2009
Morgan Stanley January 2009 - November 2009
South Florida Water Management District March 2003 - June 2007
Skills
Economic Development, Public Finance, Government, Business Development, Strategy, Public Relations, Public Policy, Strategic Communications, Community Development, Nonprofits, Policy, Public Speaking, Fundraising, Management, Politics, Legislative Relations
Education
University of Florida 1967 — 1971
AA, Business
Cypress Consulting LLC March 2010 - Present
Enterprise Florida August 2007 - December 2009
Morgan Stanley January 2009 - November 2009
South Florida Water Management District March 2003 - June 2007
Skills
Economic Development, Public Finance, Government, Business Development, Strategy, Public Relations, Public Policy, Strategic Communications, Community Development, Nonprofits, Policy, Public Speaking, Fundraising, Management, Politics, Legislative Relations
Education
University of Florida 1967 — 1971
AA, Business
Marshall Printy Marshall Printy's Morgan Stanley Experience June 2012 - August 2012
Job Associate at Harris Williams & Co.
Industry Financial Services
Experience
Harris Williams & Co. July 2013 - Present
Morgan Stanley June 2012 - August 2012
KIIPP Gaston College Preparatory July 2008 - June 2011
Skills
Strategy, Financial Modeling, Mergers & Acquisitions, Mergers, Capital Markets, Due Diligence, Mutual Funds, Analytics, Equities, Market Research, Investment Banking, Financial Analysis, Quantitative Finance, Asset Management, Portfolio Management, Cross-functional Team...
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2013
Master of Business Administration (MBA), Corporate Finance
University of Florida 2005 — 2008
Bachelor of Science, Mathematics
Harris Williams & Co. July 2013 - Present
Morgan Stanley June 2012 - August 2012
KIIPP Gaston College Preparatory July 2008 - June 2011
Skills
Strategy, Financial Modeling, Mergers & Acquisitions, Mergers, Capital Markets, Due Diligence, Mutual Funds, Analytics, Equities, Market Research, Investment Banking, Financial Analysis, Quantitative Finance, Asset Management, Portfolio Management, Cross-functional Team...
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2013
Master of Business Administration (MBA), Corporate Finance
University of Florida 2005 — 2008
Bachelor of Science, Mathematics
Sloan Luckie Sloan Luckie's Morgan Stanley Experience October 2014 - Present
Job Wealth Management Advisor at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley October 2014 - Present
Cowen and Company April 2010 - April 2012
Merrill Lynch February 1997 - January 2009
Smith Barney September 1995 - February 1997
Space Systems Loral June 1991 - August 1993
KPMG August 1988 - June 1991
Skills
Investments, Equity Research, Business Planning, Financial Analysis, Financial Modeling, Product Marketing, Business Process..., Marketing Strategy, New Business Development, Marketing Communications, Marketing Research, Manage Client..., Product Development, Published Author, Writing, Wealth Management, High Net Worth..., Financial Advisory
Education
New York University - Leonard N. Stern School of Business 1993 — 1995
MBA, Finance
University of Hartford 1983 — 1988
BSBA, Accounting/Business Management
Morgan Stanley October 2014 - Present
Cowen and Company April 2010 - April 2012
Merrill Lynch February 1997 - January 2009
Smith Barney September 1995 - February 1997
Space Systems Loral June 1991 - August 1993
KPMG August 1988 - June 1991
Skills
Investments, Equity Research, Business Planning, Financial Analysis, Financial Modeling, Product Marketing, Business Process..., Marketing Strategy, New Business Development, Marketing Communications, Marketing Research, Manage Client..., Product Development, Published Author, Writing, Wealth Management, High Net Worth..., Financial Advisory
Education
New York University - Leonard N. Stern School of Business 1993 — 1995
MBA, Finance
University of Hartford 1983 — 1988
BSBA, Accounting/Business Management
Nikoleta Yankovska-Filkova Nikoleta Yankovska-Filkova's Morgan Stanley Experience October 2012 - Present
Job Manager, Tax Compliance & Reporting at Morgan Stanley
Industry Accounting
Experience
Morgan Stanley October 2012 - Present
Deloitte 2011 - 2012
PwC 2008 - 2010
United Nations 2005 - 2005
Skills
Expatriate Management, Tax Research, Big 4, GoSystems, Tax Accounting, Expatriate Tax, Income Tax, Tax Preparation, Tax Returns, Tax Law, Global Mobility, Tax Equalization, International Law, High Net Worth..., US Tax, Accounting, International Tax, International Tax..., Financial Reporting, Tax Advisory, Tax, ProSystem fx Tax, US GAAP, State Tax, Financial Accounting, Corporate Tax, Due Diligence
Education
Universität Hamburg / University of Hamburg 1998 — 2004
Law School, Uni Hamburg, Germany, Specialty - International Law
English Language School, Plovdiv, Bulgaria
Morgan Stanley October 2012 - Present
Deloitte 2011 - 2012
PwC 2008 - 2010
United Nations 2005 - 2005
Skills
Expatriate Management, Tax Research, Big 4, GoSystems, Tax Accounting, Expatriate Tax, Income Tax, Tax Preparation, Tax Returns, Tax Law, Global Mobility, Tax Equalization, International Law, High Net Worth..., US Tax, Accounting, International Tax, International Tax..., Financial Reporting, Tax Advisory, Tax, ProSystem fx Tax, US GAAP, State Tax, Financial Accounting, Corporate Tax, Due Diligence
Education
Universität Hamburg / University of Hamburg 1998 — 2004
Law School, Uni Hamburg, Germany, Specialty - International Law
English Language School, Plovdiv, Bulgaria
Andrew Salak Andrew Salak's Morgan Stanley Experience August 2009 - October 2014
Job Associate Director at Fiduciary Investment Advisors, LLC
Industry Financial Services
Experience
Fiduciary Investment Advisors, LLC October 2014 - Present
Morgan Stanley August 2009 - October 2014
SNI Financial 2008 - 2009
Robert Half International 2008 - 2008
ING U.S. 2006 - 2008
Skills
Financial Planning, Investment Management, Asset Allocation, Retirement Planning, College Education..., Estate Planning
Education
University of Hartford 2013 — 2015
Master of Business Administration (MBA), Finance
Fordham University 2000 — 2004
BA, Business
Wethersfield High School 1996 — 2000
Fiduciary Investment Advisors, LLC October 2014 - Present
Morgan Stanley August 2009 - October 2014
SNI Financial 2008 - 2009
Robert Half International 2008 - 2008
ING U.S. 2006 - 2008
Skills
Financial Planning, Investment Management, Asset Allocation, Retirement Planning, College Education..., Estate Planning
Education
University of Hartford 2013 — 2015
Master of Business Administration (MBA), Finance
Fordham University 2000 — 2004
BA, Business
Wethersfield High School 1996 — 2000
Eric Pope's Morgan Stanley Experience November 2002 - August 2004
Job Regional Bank Private Banker, VP
Industry Financial Services
Experience
Wells Fargo August 2004 - Present
Wachovia Bank July 2004 - Present
Morgan Stanley November 2002 - August 2004
Saturn of Gainesville September 1995 - November 2002
Skills
Investments, Banking, Sales, Strategic Financial..., Loans, Mortgage Lending, Insurance, Finance, Team Building, Team Leadership, Mutual Funds, Customer Service, Series 7, Credit, Fixed Annuities, Financial Planning
Education
University of Florida - Warrington College Of Business 1980 — 1984
Bachelors, Business/Marketing
the Warrington School of Business at UF 1980 — 1984
Bachelor's Degree, Business
Wells Fargo August 2004 - Present
Wachovia Bank July 2004 - Present
Morgan Stanley November 2002 - August 2004
Saturn of Gainesville September 1995 - November 2002
Skills
Investments, Banking, Sales, Strategic Financial..., Loans, Mortgage Lending, Insurance, Finance, Team Building, Team Leadership, Mutual Funds, Customer Service, Series 7, Credit, Fixed Annuities, Financial Planning
Education
University of Florida - Warrington College Of Business 1980 — 1984
Bachelors, Business/Marketing
the Warrington School of Business at UF 1980 — 1984
Bachelor's Degree, Business
Craig Pius's Morgan Stanley Experience May 2007 - August 2007
Job Regional Sales Manager at ThinkingPhones
Industry Computer Software
Experience
ThinkingPhones May 2015 - Present
Salesforce June 2014 - May 2015
Amazon March 2012 - June 2014
Xerox December 2009 - March 2012
MetLife July 2008 - July 2009
Morgan Stanley May 2007 - August 2007
Skills
Account Management, Cold Calling, Management, Business Development, Digital Marketing, Online Advertising, New Business Development, Training, Lead Generation, Salesforce.com, CRM, Direct Sales, Microsoft Excel, Leadership, Strategic Planning, Sales, Social Media, Advertising, Digital Strategy, Analytics, Social Media Marketing, Marketing, Software Sales, SaaS, Enterprise Software, Cloud Computing, Customer Service, Strategy, Sales Management, Sales Operations, Sales Process
Education
University of Hartford 2004 — 2008
Bachelors of Science, Economics/Finance
ThinkingPhones May 2015 - Present
Salesforce June 2014 - May 2015
Amazon March 2012 - June 2014
Xerox December 2009 - March 2012
MetLife July 2008 - July 2009
Morgan Stanley May 2007 - August 2007
Skills
Account Management, Cold Calling, Management, Business Development, Digital Marketing, Online Advertising, New Business Development, Training, Lead Generation, Salesforce.com, CRM, Direct Sales, Microsoft Excel, Leadership, Strategic Planning, Sales, Social Media, Advertising, Digital Strategy, Analytics, Social Media Marketing, Marketing, Software Sales, SaaS, Enterprise Software, Cloud Computing, Customer Service, Strategy, Sales Management, Sales Operations, Sales Process
Education
University of Hartford 2004 — 2008
Bachelors of Science, Economics/Finance
William E. Clegg IV, CFP®, CIMA® William E. Clegg IV, CFP®, CIMA®'s Morgan Stanley Experience September 1998 - November 2008
Job Vice President & Senior Portfolio Manager at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS 2008 - Present
Morgan Stanley September 1998 - November 2008
Education
University of Florida 1994 — 1998
Business
UBS 2008 - Present
Morgan Stanley September 1998 - November 2008
Education
University of Florida 1994 — 1998
Business
Bhav Dhanak Bhav Dhanak's Morgan Stanley Experience May 2007 - August 2007
Job Senior Manager, Strategic Initiatives at American Express
Industry Financial Services
Experience
Deutsche Bank 2013 - 2014
Deutsche Bank 2011 - 2013
Wells Fargo Bank 2008 - 2011
University of Florida 2006 - 2008
Morgan Stanley May 2007 - August 2007
Baydonhill PLC August 2006 - December 2006
Skills
Capital Markets, Investment Banking, Fixed Income, Strategy, Consultative Sales..., Account Management, Business Development, Cross-functional Team..., Sales
Education
University of Florida - Warrington College of Business Administration 2004 — 2008
Bachelor of Science, Finance, French
Deutsche Bank 2013 - 2014
Deutsche Bank 2011 - 2013
Wells Fargo Bank 2008 - 2011
University of Florida 2006 - 2008
Morgan Stanley May 2007 - August 2007
Baydonhill PLC August 2006 - December 2006
Skills
Capital Markets, Investment Banking, Fixed Income, Strategy, Consultative Sales..., Account Management, Business Development, Cross-functional Team..., Sales
Education
University of Florida - Warrington College of Business Administration 2004 — 2008
Bachelor of Science, Finance, French
Ric Golubov's Morgan Stanley Experience June 2008 - May 2012
Job Business Development Associate | Legg Mason
Industry Investment Management
Experience
Legg Mason March 2015 - Present
Prudential Investments July 2012 - March 2015
Morgan Stanley June 2008 - May 2012
JPMorgan Chase August 2007 - April 2008
Skills
New Business Development, Series 7, Series 63, Relationship Management, Capital Markets, Financial Services, Financial Advisory, Sales, Territory Development, Territory Growth, Competitive Analysis, Risk Tolerance, series 66, Equities, Wealth Management, Uniform Combined State..., FINRA, Mutual Funds, Exchange Traded Funds, Hedge Funds
Education
University of Hartford
University of Tampa
Legg Mason March 2015 - Present
Prudential Investments July 2012 - March 2015
Morgan Stanley June 2008 - May 2012
JPMorgan Chase August 2007 - April 2008
Skills
New Business Development, Series 7, Series 63, Relationship Management, Capital Markets, Financial Services, Financial Advisory, Sales, Territory Development, Territory Growth, Competitive Analysis, Risk Tolerance, series 66, Equities, Wealth Management, Uniform Combined State..., FINRA, Mutual Funds, Exchange Traded Funds, Hedge Funds
Education
University of Hartford
University of Tampa
Meaghan Watson Holman Meaghan Watson Holman's Morgan Stanley Experience 2012 - Present
Job Private Wealth Management Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2012 - Present
Wells Real Estate Funds 2012 - 2012
Wells Fargo 2011 - 2012
Target 2009 - 2010
University of Cincinnati March 2008 - August 2008
Skills
Series 7, Series 66, Sales, Uniform Combined State..., Finance, Financial Services, Securities
Education
University of Georgia - Terry College of Business 2005 — 2009
BBA, Marketing
Morgan Stanley 2012 - Present
Wells Real Estate Funds 2012 - 2012
Wells Fargo 2011 - 2012
Target 2009 - 2010
University of Cincinnati March 2008 - August 2008
Skills
Series 7, Series 66, Sales, Uniform Combined State..., Finance, Financial Services, Securities
Education
University of Georgia - Terry College of Business 2005 — 2009
BBA, Marketing
Rose Kearney Rose Kearney's Morgan Stanley Experience March 2014 - Present
Job Investment Banking Management at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2014 - Present
Morgan Stanley January 2013 - March 2014
Morgan Stanley April 2011 - January 2013
Morgan Stanley January 2010 - April 2011
Morgan Stanley August 2009 - March 2010
IAC November 2007 - July 2009
Miller Advertising June 2007 - November 2007
University of Hartford 2006 - 2007
Skills
Recruiting, Human Resources, Public Speaking, Advertising, Social Media, College Recruiting, Event Planning, Management, PowerPoint, Microsoft Office, Event Management, Interviews, Microsoft Excel, Marketing Communications, Social Networking, Program Management
Education
University of Hartford 2002 — 2006
B.S., Communication
Morgan Stanley March 2014 - Present
Morgan Stanley January 2013 - March 2014
Morgan Stanley April 2011 - January 2013
Morgan Stanley January 2010 - April 2011
Morgan Stanley August 2009 - March 2010
IAC November 2007 - July 2009
Miller Advertising June 2007 - November 2007
University of Hartford 2006 - 2007
Skills
Recruiting, Human Resources, Public Speaking, Advertising, Social Media, College Recruiting, Event Planning, Management, PowerPoint, Microsoft Office, Event Management, Interviews, Microsoft Excel, Marketing Communications, Social Networking, Program Management
Education
University of Hartford 2002 — 2006
B.S., Communication
Amy Mon Amy Mon's Morgan Stanley Experience June 2004 - December 2005
Job
Industry Computer Software
Experience
BearingPoint May 2007 - February 2008
Raytheon January 2006 - May 2007
Morgan Stanley June 2004 - December 2005
Education
University of Maryland College Park 2000 — 2004
Bachelor's Degree, Double Major: International Business & Information Sciences
University of Hawaii at Manoa 2002 — 2002
Field Study Abroad: Business and Economics of Asia
BearingPoint May 2007 - February 2008
Raytheon January 2006 - May 2007
Morgan Stanley June 2004 - December 2005
Education
University of Maryland College Park 2000 — 2004
Bachelor's Degree, Double Major: International Business & Information Sciences
University of Hawaii at Manoa 2002 — 2002
Field Study Abroad: Business and Economics of Asia
Luke Feldman's Morgan Stanley Experience June 2012 - August 2012
Job Student at University of Florida
Industry Financial Services
Experience
Gainesville Health & Fitness May 2015 - Present
Front Street Commercial Real Estate Group January 2015 - Present
Saucon Valley Country Club March 2007 - July 2013
Morgan Stanley June 2012 - August 2012
Skills
Finance, Leadership, Microsoft Excel, Organization, Tennis, Golf, Fitness, French Horn, Microsoft Access, Event Planning, Financial Analysis, PowerPoint, Public Speaking, Microsoft Office, Customer Satisfaction, Microsoft Word, Social Networking, Access, Customer Service, Research
Education
University of Florida 2013 — 2017
Bachelor of Science in Business Administration, Finance, General, Freshman
Gainesville Health & Fitness May 2015 - Present
Front Street Commercial Real Estate Group January 2015 - Present
Saucon Valley Country Club March 2007 - July 2013
Morgan Stanley June 2012 - August 2012
Skills
Finance, Leadership, Microsoft Excel, Organization, Tennis, Golf, Fitness, French Horn, Microsoft Access, Event Planning, Financial Analysis, PowerPoint, Public Speaking, Microsoft Office, Customer Satisfaction, Microsoft Word, Social Networking, Access, Customer Service, Research
Education
University of Florida 2013 — 2017
Bachelor of Science in Business Administration, Finance, General, Freshman
Michael Jensen Michael Jensen's Morgan Stanley Experience June 1994 - June 1996
Job Branch Manager at Bank of America
Industry Banking
Experience
Bank of America 2013 - Present
SunTrust Bank October 2011 - 2013
Wells Fargo July 2007 - October 2011
Choice Capital Funding March 2006 - July 2007
Foundation Financial Group December 2003 - March 2006
Imperial Fiance and Business Solutions June 1996 - December 2003
Morgan Stanley June 1994 - June 1996
US Army August 1988 - August 1992
Skills
ChFC, FLMI, AIAA, Series 7, Series 63, Series 65, Variable Life, Variable Annuities, Life & Health Insurance..., Retail Banking, New Business Development, Banking, Loans, Commercial Lending, Cross Selling, Credit Analysis, Credit, Leadership, Coaching, Sales, Customer Acquisition, Business Development, Customer Service, Sales Management, CLU, Loan Origination, Deposits, Mortgage Lending, Mortgage Banking, Private Banking, SBA
Education
University of Georgia - Terry College of Business 1992 — 1995
Bachelor of Business Administration (BBA), Banking and Financial Support Services
Bank of America 2013 - Present
SunTrust Bank October 2011 - 2013
Wells Fargo July 2007 - October 2011
Choice Capital Funding March 2006 - July 2007
Foundation Financial Group December 2003 - March 2006
Imperial Fiance and Business Solutions June 1996 - December 2003
Morgan Stanley June 1994 - June 1996
US Army August 1988 - August 1992
Skills
ChFC, FLMI, AIAA, Series 7, Series 63, Series 65, Variable Life, Variable Annuities, Life & Health Insurance..., Retail Banking, New Business Development, Banking, Loans, Commercial Lending, Cross Selling, Credit Analysis, Credit, Leadership, Coaching, Sales, Customer Acquisition, Business Development, Customer Service, Sales Management, CLU, Loan Origination, Deposits, Mortgage Lending, Mortgage Banking, Private Banking, SBA
Education
University of Georgia - Terry College of Business 1992 — 1995
Bachelor of Business Administration (BBA), Banking and Financial Support Services
Susan Parrish Susan Parrish's Morgan Stanley Experience 1994 - 2007
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley 1994 - 2007
Salomon Brothers 1990 - 1994
Skills
Accounting, Compensation Accounting, Deferred Compensation, Expatriate Accounting, Equities, Mergers & Acquisitions, Investment Banking, Financial Analysis, Investments, Capital Markets, Financial Modeling
Education
University of Hartford 1985 — 1989
Bachelor of Science (BS), Accounting
Morgan Stanley 1994 - 2007
Salomon Brothers 1990 - 1994
Skills
Accounting, Compensation Accounting, Deferred Compensation, Expatriate Accounting, Equities, Mergers & Acquisitions, Investment Banking, Financial Analysis, Investments, Capital Markets, Financial Modeling
Education
University of Hartford 1985 — 1989
Bachelor of Science (BS), Accounting
Tina Anh Doan Tina Anh Doan's Morgan Stanley Experience January 2011 - January 2013
Job Business Analytics Executive at Brunsfield International Group
Industry Financial Services
Experience
Brunsfield International Group July 2014 - Present
AGRISECO February 2013 - February 2014
Morgan Stanley January 2011 - January 2013
Merrill Lynch May 2010 - August 2010
Information Technology Services, University of Hawaii at Manoa January 2009 - August 2010
UBS May 2009 - September 2009
General Accounting, University of Hawaii at Manoa July 2008 - January 2009
Learning Assistance Center, University of Hawaii at Manoa July 2007 - January 2009
Hamilton Library September 2006 - August 2007
Skills
VBA, Quantitative Finance, Financial Modeling, C++, Matlab, CFA, Financial Engineering, Bloomberg
Education
University of Hawaii - College of Business Administration 2009 — 2010
MS, Financial Engineering, 3.81
University of Hawaii - College of Business Administration 2006 — 2009
BBA, Finance, Economics
Academy of the Pacific 2005 — 2006
High School/Secondary Diploma Programs, 3.9
Brunsfield International Group July 2014 - Present
AGRISECO February 2013 - February 2014
Morgan Stanley January 2011 - January 2013
Merrill Lynch May 2010 - August 2010
Information Technology Services, University of Hawaii at Manoa January 2009 - August 2010
UBS May 2009 - September 2009
General Accounting, University of Hawaii at Manoa July 2008 - January 2009
Learning Assistance Center, University of Hawaii at Manoa July 2007 - January 2009
Hamilton Library September 2006 - August 2007
Skills
VBA, Quantitative Finance, Financial Modeling, C++, Matlab, CFA, Financial Engineering, Bloomberg
Education
University of Hawaii - College of Business Administration 2009 — 2010
MS, Financial Engineering, 3.81
University of Hawaii - College of Business Administration 2006 — 2009
BBA, Finance, Economics
Academy of the Pacific 2005 — 2006
High School/Secondary Diploma Programs, 3.9
Michael Eichner Michael Eichner's Morgan Stanley Experience June 2013 - Present
Job Senior Registered Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2013 - Present
New York Mets February 2013 - June 2013
Department of Recreational Sports August 2011 - December 2012
Horizon Media June 2011 - August 2011
Education
University of Florida 2011 — 2012
Master of Science, Sport Management
University of Florida 2007 — 2011
Bachelor of Science, Sport Management
Morgan Stanley June 2013 - Present
New York Mets February 2013 - June 2013
Department of Recreational Sports August 2011 - December 2012
Horizon Media June 2011 - August 2011
Education
University of Florida 2011 — 2012
Master of Science, Sport Management
University of Florida 2007 — 2011
Bachelor of Science, Sport Management
Brock Hierlmeier Brock Hierlmeier's Morgan Stanley Experience April 2003 - February 2004
Job Territory Manager at Biomet 3i
Industry Medical Devices
Experience
ZimmerBiomet August 2011 - Present
Sensible Micro Corporation October 2008 - July 2011
Capital Edge Lending March 2004 - September 2008
Morgan Stanley April 2003 - February 2004
Skills
Capital Equipment, Surgeons, Disposables, Operating Room, Surgical Instruments, Medical Devices, Market Development, Capital Equipment Sales, Sales Force Development, ENT, Product Launch, Sales Operations, Sales Presentations, Direct Sales, Sales Management, Salesforce.com, Medical Sales, Sales Rep Training, Building Relationships, Sales Process, Selling Skills, Account Management, Strategic Planning, Healthcare, New Business Development, Team Building, Marketing Strategy, Cold Calling
Education
University of Florida 1999 — 2003
Bachelor of Science (B.S.), Finance
ZimmerBiomet August 2011 - Present
Sensible Micro Corporation October 2008 - July 2011
Capital Edge Lending March 2004 - September 2008
Morgan Stanley April 2003 - February 2004
Skills
Capital Equipment, Surgeons, Disposables, Operating Room, Surgical Instruments, Medical Devices, Market Development, Capital Equipment Sales, Sales Force Development, ENT, Product Launch, Sales Operations, Sales Presentations, Direct Sales, Sales Management, Salesforce.com, Medical Sales, Sales Rep Training, Building Relationships, Sales Process, Selling Skills, Account Management, Strategic Planning, Healthcare, New Business Development, Team Building, Marketing Strategy, Cold Calling
Education
University of Florida 1999 — 2003
Bachelor of Science (B.S.), Finance
Adam Shanahan Adam Shanahan's Morgan Stanley Experience June 2007 - November 2008
Job External Wholesaler at Columbia Management
Industry Financial Services
Experience
Columbia Management March 2010 - Present
Columbia Management March 2010 - Present
Hightower Advisors November 2008 - December 2009
HIGHTOWER ADVISORS November 2008 - November 2009
Morgan Stanley June 2007 - November 2008
Morgan Stanley June 2007 - November 2008
Skills
Series 7, Series 63, Mutual Funds, Asset Allocation, Investments, ETFs, Fixed Income, Separately Managed..., Series 65, Morningstar, Wealth Management, Investment Strategies, Equities, Securities, Retirement Planning, Asset Managment, Alternative Investments, Investment Advisory, Asset Management, Uniform Combined State..., Financial Markets, Portfolio Management, Financial Advisory, 401k, Finance
Education
University of Hartford 2002 — 2006
BA, Economics/Finance
UNIVERSITY OF HARTFORD, BARNEY SCHOOL OF BUSINESS
Bachelor of Finance and Economics, Economics and Finance
Columbia Management March 2010 - Present
Columbia Management March 2010 - Present
Hightower Advisors November 2008 - December 2009
HIGHTOWER ADVISORS November 2008 - November 2009
Morgan Stanley June 2007 - November 2008
Morgan Stanley June 2007 - November 2008
Skills
Series 7, Series 63, Mutual Funds, Asset Allocation, Investments, ETFs, Fixed Income, Separately Managed..., Series 65, Morningstar, Wealth Management, Investment Strategies, Equities, Securities, Retirement Planning, Asset Managment, Alternative Investments, Investment Advisory, Asset Management, Uniform Combined State..., Financial Markets, Portfolio Management, Financial Advisory, 401k, Finance
Education
University of Hartford 2002 — 2006
BA, Economics/Finance
UNIVERSITY OF HARTFORD, BARNEY SCHOOL OF BUSINESS
Bachelor of Finance and Economics, Economics and Finance
Tim Locke's Morgan Stanley Experience September 2010 - Present
Job Production Management Risk Office, Information Security Officer & Global Technology Learning Head Executive Director
Industry Information Technology and Services
Experience
Morgan Stanley September 2010 - Present
Morgan Stanley January 2009 - September 2010
Morgan Stanley June 2008 - January 2009
Morgan Stanley - Equities Division October 2006 - June 2008
Barclays Capital March 2006 - October 2006
Goldman Sachs April 2004 - November 2005
Goldman Sachs, London September 1998 - April 2004
Bear Stearns 1997 - 1998
Skills
Service Management, Integration, Incident Management, Market Data, Outsourcing, Equities, Vendor Management, Trading Systems, IT Strategy, Management, ITIL
Education
University of Greenwich 1993 — 1997
Maths & Computing
Morgan Stanley September 2010 - Present
Morgan Stanley January 2009 - September 2010
Morgan Stanley June 2008 - January 2009
Morgan Stanley - Equities Division October 2006 - June 2008
Barclays Capital March 2006 - October 2006
Goldman Sachs April 2004 - November 2005
Goldman Sachs, London September 1998 - April 2004
Bear Stearns 1997 - 1998
Skills
Service Management, Integration, Incident Management, Market Data, Outsourcing, Equities, Vendor Management, Trading Systems, IT Strategy, Management, ITIL
Education
University of Greenwich 1993 — 1997
Maths & Computing
Clint Barfield Clint Barfield's Morgan Stanley Experience April 2001 - April 2003
Job Senior Associate Financial Consultant at Lawson Winchestor Wealth Management
Industry Financial Services
Experience
Lawson Winchester Wealth Management January 2012 - Present
Wells Fargo Financial Network October 2010 - January 2012
Wells Fargo Advisors 2005 - 2010
Amsouth Bank April 2003 - April 2005
Morgan Stanley April 2001 - April 2003
Skills
Retirement Planning, Investment Advisory..., Life Insurance, Estate Planning, College Education..., Variable Annuities, Equity Indexed Annuities, Series 7, Investments, Finance, 401k, Customer Service
Education
University of Georgia - Terry College of Business 1995 — 1999
BA, Finance
Gainesville High School
Lawson Winchester Wealth Management January 2012 - Present
Wells Fargo Financial Network October 2010 - January 2012
Wells Fargo Advisors 2005 - 2010
Amsouth Bank April 2003 - April 2005
Morgan Stanley April 2001 - April 2003
Skills
Retirement Planning, Investment Advisory..., Life Insurance, Estate Planning, College Education..., Variable Annuities, Equity Indexed Annuities, Series 7, Investments, Finance, 401k, Customer Service
Education
University of Georgia - Terry College of Business 1995 — 1999
BA, Finance
Gainesville High School
Jessica Franks Jessica Franks's Morgan Stanley Experience June 2011 - Present
Job Vice President, Fixed Income Sales Management at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2011 - Present
Morgan Stanley July 2008 - May 2011
Skills
Equities, Derivatives, Series 7, Fixed Income
Education
University of Florida - Warrington College of Business Administration 2004 — 2008
Finance
Morgan Stanley June 2011 - Present
Morgan Stanley July 2008 - May 2011
Skills
Equities, Derivatives, Series 7, Fixed Income
Education
University of Florida - Warrington College of Business Administration 2004 — 2008
Finance
John Maxwell, CRPC® John Maxwell, CRPC®'s Morgan Stanley Experience August 1999 - October 2005
Job Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2007 - Present
A.G. Edwards October 2005 - October 2007
Morgan Stanley August 1999 - October 2005
Skills
Investments, Asset Management, Retirement Planning, Portfolio Management, Wealth Management, Retirement Plans, Finance, Asset Allocation, Financial Services, Investment Strategies, Mutual Funds, Securities, Tax, Wealth, Wealth Management..., Wealth Accumulation, Financial Planning
Education
University of Florida - Warrington College Of Business 1996 — 1999
Bachelor of Science (BS), Finance and Financial Management Services
Merrill Lynch October 2007 - Present
A.G. Edwards October 2005 - October 2007
Morgan Stanley August 1999 - October 2005
Skills
Investments, Asset Management, Retirement Planning, Portfolio Management, Wealth Management, Retirement Plans, Finance, Asset Allocation, Financial Services, Investment Strategies, Mutual Funds, Securities, Tax, Wealth, Wealth Management..., Wealth Accumulation, Financial Planning
Education
University of Florida - Warrington College Of Business 1996 — 1999
Bachelor of Science (BS), Finance and Financial Management Services
Rich Gueren Rich Gueren's Morgan Stanley Experience August 1986 - January 2009
Job Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2009 - Present
Morgan Stanley August 1986 - January 2009
Skills
Securities, Series 7, Series 63, Options, Equities, Options Strategies, Investments, FINRA, Commodity, FX Options, Marketing, Derivatives, Series 24, Capital Markets, Alternative Investments, Electronic Trading, Wealth Management, Financial Markets
Education
University of Hartford 1979 — 1983
BS, Economics
Merrill Lynch September 2009 - Present
Morgan Stanley August 1986 - January 2009
Skills
Securities, Series 7, Series 63, Options, Equities, Options Strategies, Investments, FINRA, Commodity, FX Options, Marketing, Derivatives, Series 24, Capital Markets, Alternative Investments, Electronic Trading, Wealth Management, Financial Markets
Education
University of Hartford 1979 — 1983
BS, Economics
Taylor Soto Taylor Soto's Morgan Stanley Experience 2012 - 2013
Job Commercial Underwriter at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance January 2015 - Present
Hipercept 2013 - 2013
Morgan Stanley 2012 - 2013
Skills
Insurance, Customer Service, Analysis, Management, Finance, Research, Business Analysis, Change Management, SQL, Social Media
Education
University of Greenwich 2011 — 2014
Bachelor's Degree, International Business with Law, First Class Honours
Liberty Mutual Insurance January 2015 - Present
Hipercept 2013 - 2013
Morgan Stanley 2012 - 2013
Skills
Insurance, Customer Service, Analysis, Management, Finance, Research, Business Analysis, Change Management, SQL, Social Media
Education
University of Greenwich 2011 — 2014
Bachelor's Degree, International Business with Law, First Class Honours
Kaveh Karimian Kaveh Karimian's Morgan Stanley Experience September 2004 - October 2006
Job Employee Benefits Consultant at ProInsurance
Industry Insurance
Experience
International ProInsurance Services, LLC April 2013 - Present
Paychex February 2011 - March 2013
Insphere Insurance Solutions January 2009 - January 2011
SRI Mortgage 2004 - 2008
Morgan Stanley September 2004 - October 2006
Skills
Fixed Annuities, Customer Service, Health Insurance, Life Insurance, Disability Insurance, Employee Benefits, Benefits Negotiation, Benefits Design, Investments, Investment Banking, Investment Advisory, Insurance, Term Life Insurance, Health Savings Accounts, Retirement, Sales, Management, Underwriting, Payroll, Benefits Administration, Cold Calling, 401k, Long Term Care Insurance, Personnel Management, COBRA, Critical Illness, Financial Analysis, Financial Accounting, HRIS, Account Management, Direct Sales, Wealth Management, Mutual Funds, Series 7, Mortgage Lending, Employee Relations, Brokers, Long-term Care, Accident, Whole Life, Financial Planners, Retirement Planning, Series 6, Workers Compensation, IRAs, Commercial Insurance, Medicare, Professional Liability, General Insurance, Property & Casualty...
Education
University of Guelph 1995 — 2000
Bachelor of Commerce, Economics / Finance
International ProInsurance Services, LLC April 2013 - Present
Paychex February 2011 - March 2013
Insphere Insurance Solutions January 2009 - January 2011
SRI Mortgage 2004 - 2008
Morgan Stanley September 2004 - October 2006
Skills
Fixed Annuities, Customer Service, Health Insurance, Life Insurance, Disability Insurance, Employee Benefits, Benefits Negotiation, Benefits Design, Investments, Investment Banking, Investment Advisory, Insurance, Term Life Insurance, Health Savings Accounts, Retirement, Sales, Management, Underwriting, Payroll, Benefits Administration, Cold Calling, 401k, Long Term Care Insurance, Personnel Management, COBRA, Critical Illness, Financial Analysis, Financial Accounting, HRIS, Account Management, Direct Sales, Wealth Management, Mutual Funds, Series 7, Mortgage Lending, Employee Relations, Brokers, Long-term Care, Accident, Whole Life, Financial Planners, Retirement Planning, Series 6, Workers Compensation, IRAs, Commercial Insurance, Medicare, Professional Liability, General Insurance, Property & Casualty...
Education
University of Guelph 1995 — 2000
Bachelor of Commerce, Economics / Finance
Michael Stelogeannis Michael Stelogeannis's Morgan Stanley Experience January 2006 - March 2008
Job Premier Banker, Vice President at SunTrust Bank
Industry Financial Services
Experience
SunTrust Bank December 2012 - Present
Wells Fargo Bank March 2008 - March 2013
Morgan Stanley January 2006 - March 2008
Skills
Wealth Management, Credit, Banking, Mortgage Lending, Loans, Portfolio Management, Private Banking, Credit Analysis, Relationship Management, Loan Origination, Lines Of Credit, Customer Service, Financial Services, Mortgage Banking, Retail Banking, Team Building
Education
University of Florida 2001 — 2006
BA, International Relations, Business, Political Science
SunTrust Bank December 2012 - Present
Wells Fargo Bank March 2008 - March 2013
Morgan Stanley January 2006 - March 2008
Skills
Wealth Management, Credit, Banking, Mortgage Lending, Loans, Portfolio Management, Private Banking, Credit Analysis, Relationship Management, Loan Origination, Lines Of Credit, Customer Service, Financial Services, Mortgage Banking, Retail Banking, Team Building
Education
University of Florida 2001 — 2006
BA, International Relations, Business, Political Science
Joseph Abramson Joseph Abramson's Morgan Stanley Experience February 2011 - Present
Job Associate at Morgan Stanley, MBA Candidate at NYU Stern School of Business Langone Program
Industry Financial Services
Experience
Morgan Stanley February 2011 - Present
Morgan Stanley June 2009 - January 2011
Morgan Stanley May 2008 - August 2008
Keystone Tees May 2007 - August 2007
Skills
Operational Risk, Business Development, Sales, Fixed Income, Data Analysis, Banking, Securities, Investments, Finance, Capital Markets, Strategy, Financial Services, Project Management, Financial Markets, Microsoft Excel, Due Diligence, Financial Risk, Financial Analysis, Financial Modeling, Corporate Finance, Risk Management, Microsoft Office, Business Analysis, Business Valuation, Economics, PowerPoint, Strategic Financial...
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (MBA) Candidate, Corporate Finance, Accounting, and Strategy
University of Florida - Warrington College of Business Administration 2005 — 2009
Bachelor's of Science, Information Systems and Operations Management
Morgan Stanley February 2011 - Present
Morgan Stanley June 2009 - January 2011
Morgan Stanley May 2008 - August 2008
Keystone Tees May 2007 - August 2007
Skills
Operational Risk, Business Development, Sales, Fixed Income, Data Analysis, Banking, Securities, Investments, Finance, Capital Markets, Strategy, Financial Services, Project Management, Financial Markets, Microsoft Excel, Due Diligence, Financial Risk, Financial Analysis, Financial Modeling, Corporate Finance, Risk Management, Microsoft Office, Business Analysis, Business Valuation, Economics, PowerPoint, Strategic Financial...
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (MBA) Candidate, Corporate Finance, Accounting, and Strategy
University of Florida - Warrington College of Business Administration 2005 — 2009
Bachelor's of Science, Information Systems and Operations Management
Harold Shaw's Morgan Stanley Experience July 2015 - July 2015
Job Student at The University of Florida
Industry Capital Markets
Experience
Management Leadership for Tomorrow (MLT) June 2015 - Present
Pi Kappa Phi Fraternity January 2015 - Present
Morgan Stanley July 2015 - July 2015
The Independent Florida Alligator 2013 - 2013
Skills
Sales, Leadership, Microsoft Office, Sales Management, Social Media, Final Cut Pro, PowerPoint, Photoshop, Event Planning, Management, Microsoft Excel, Customer Service, Telecommunications, Strategic Planning, Public Speaking, Valuation, Finance, Fundraising
Education
University of Florida 2013 — 2017
Finance, Finance
University of Florida 2013 — 2017
Bachelor of Science (B.S.), Finance
Paul R. Wharton High School 2009 — 2013
Management Leadership for Tomorrow (MLT) June 2015 - Present
Pi Kappa Phi Fraternity January 2015 - Present
Morgan Stanley July 2015 - July 2015
The Independent Florida Alligator 2013 - 2013
Skills
Sales, Leadership, Microsoft Office, Sales Management, Social Media, Final Cut Pro, PowerPoint, Photoshop, Event Planning, Management, Microsoft Excel, Customer Service, Telecommunications, Strategic Planning, Public Speaking, Valuation, Finance, Fundraising
Education
University of Florida 2013 — 2017
Finance, Finance
University of Florida 2013 — 2017
Bachelor of Science (B.S.), Finance
Paul R. Wharton High School 2009 — 2013
Ken Gunsberger's Morgan Stanley Experience October 1999 - October 2008
Job Senior Vice President Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS October 2008 - Present
Morgan Stanley October 1999 - October 2008
Merrill Lynch May 1995 - October 1999
Education
University of Florida 1983 — 1987
BS, Finance and Financial Management Services
UBS October 2008 - Present
Morgan Stanley October 1999 - October 2008
Merrill Lynch May 1995 - October 1999
Education
University of Florida 1983 — 1987
BS, Finance and Financial Management Services
Alex Simon's Morgan Stanley Experience December 2001 - June 2004
Job Executive Recruiter | Talent Management
Industry Staffing and Recruiting
Experience
Live Talent May 2012 - Present
The Talent Network January 2004 - April 2012
Morgan Stanley December 2001 - June 2004
Five Star Promotions February 1999 - January 2002
Skills
Staffing Services, Staffing Models, Talent Management, Event Management, Event Marketing Strategy, Modeling, Convention Services, Trade Shows, Talent Booking, Public Relations, Marketing Strategy, Management, Entertainment, Corporate Events, Marketing, Press Releases, Event Planning, Television, Online Advertising, Social Media Marketing, Advertising, Social Networking, Entrepreneurship, Social Media
Education
University of Hawaii - College of Business Administration 1992 — 1996
Bachelor of Business Administration (BBA), International Business
Live Talent May 2012 - Present
The Talent Network January 2004 - April 2012
Morgan Stanley December 2001 - June 2004
Five Star Promotions February 1999 - January 2002
Skills
Staffing Services, Staffing Models, Talent Management, Event Management, Event Marketing Strategy, Modeling, Convention Services, Trade Shows, Talent Booking, Public Relations, Marketing Strategy, Management, Entertainment, Corporate Events, Marketing, Press Releases, Event Planning, Television, Online Advertising, Social Media Marketing, Advertising, Social Networking, Entrepreneurship, Social Media
Education
University of Hawaii - College of Business Administration 1992 — 1996
Bachelor of Business Administration (BBA), International Business
Courtney Haddad Courtney Haddad's Morgan Stanley Experience October 1998 - December 2001
Job Vice President, Director of Branch Supervision at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc. February 2002 - Present
Raymond James Financial Inc. January 2011 - June 2012
Morgan Stanley October 1998 - December 2001
Skills
Series 7, Series 63, Securities, Investments, Strategic Financial..., Series 24, Mutual Funds, Finance, Financial Advisory, Insurance, Management, Investment Advisory, Fixed Annuities, Estate Planning, FINRA, Wealth Management, Options, Asset Allocation
Education
University of Florida 1994 — 1998
BS, Economics
Clearwater Central Catholic 1990 — 1994
Wharton School of Business
Raymond James Financial Services, Inc. February 2002 - Present
Raymond James Financial Inc. January 2011 - June 2012
Morgan Stanley October 1998 - December 2001
Skills
Series 7, Series 63, Securities, Investments, Strategic Financial..., Series 24, Mutual Funds, Finance, Financial Advisory, Insurance, Management, Investment Advisory, Fixed Annuities, Estate Planning, FINRA, Wealth Management, Options, Asset Allocation
Education
University of Florida 1994 — 1998
BS, Economics
Clearwater Central Catholic 1990 — 1994
Wharton School of Business
Chris Stallings Chris Stallings's Morgan Stanley Experience 2000 - 2003
Job Wealth Advisor at Abundance LLC
Industry Investment Management
Experience
Abundance LLC February 2008 - Present
Athena Wealth Management October 2003 - February 2008
Morgan Stanley 2000 - 2003
Skills
Investments, Securities, Wealth Management, Alternative Investments, Wealth, Asset Management, Estate Planning, Financial Services, Series 63, 401k Rollovers, Retirement Planning, Hedge Funds, Private Equity, Series 7, Retirement, 401k, Wealth Management..., Asset Allocation, Customer Service, Uniform Combined State..., Separately Managed..., Mutual Funds, FINRA, Investment Management, High Net Worth..., Series 65, Financial Planners, Certified Financial..., 529 Plans, Investment Advisory..., Investment Strategies, ETFs, Financial Advisory, Retirement Plan..., Wealth Accumulation, Registered Investment..., IRAs, Personal Financial..., Chris holds Series 7,...
Education
University of Georgia - Terry College of Business 1996 — 2000
Bachelor of Business Administration (BBA), Finance, Minor in Spanish
Brookwood HS 1992 — 1996
High School Graduate with College Preparatory Seal
Abundance LLC February 2008 - Present
Athena Wealth Management October 2003 - February 2008
Morgan Stanley 2000 - 2003
Skills
Investments, Securities, Wealth Management, Alternative Investments, Wealth, Asset Management, Estate Planning, Financial Services, Series 63, 401k Rollovers, Retirement Planning, Hedge Funds, Private Equity, Series 7, Retirement, 401k, Wealth Management..., Asset Allocation, Customer Service, Uniform Combined State..., Separately Managed..., Mutual Funds, FINRA, Investment Management, High Net Worth..., Series 65, Financial Planners, Certified Financial..., 529 Plans, Investment Advisory..., Investment Strategies, ETFs, Financial Advisory, Retirement Plan..., Wealth Accumulation, Registered Investment..., IRAs, Personal Financial..., Chris holds Series 7,...
Education
University of Georgia - Terry College of Business 1996 — 2000
Bachelor of Business Administration (BBA), Finance, Minor in Spanish
Brookwood HS 1992 — 1996
High School Graduate with College Preparatory Seal
Robert Schlackman Robert Schlackman's Morgan Stanley Experience July 2004 - Present
Job Executive Director, Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2004 - Present
Solomon Page Group November 2003 - July 2004
Enterprise Engineering Inc November 2001 - November 2003
Gorp.com March 2000 - November 2001
Merrill Lynch June 1998 - March 2000
Cap Gemini August 1997 - June 1998
Marsh & McLennan July 1995 - August 1997
Chase June 1994 - July 1995
Prudential May 1990 - June 1994
Skills
Java, Sybase, Data Warehousing, DB2, MySQL, Perl, SDLC, PHP, Oracle, Software Development, E-commerce, Strategic Planning, Web Services, Unix, SEO, IT Strategy, Online Advertising, Social Media, SQL, XML, JavaScript, WordPress, Program Management, Document Management, Web Development, Drupal, Joomla, Documentum, Web 2.0, Informatica, Objective-C, iPhone Application..., Management
Education
University of Hartford 1986 — 1990
BS, Computer Science
Valley Forge Military Academy & College 1982 — 1986
Morgan Stanley July 2004 - Present
Solomon Page Group November 2003 - July 2004
Enterprise Engineering Inc November 2001 - November 2003
Gorp.com March 2000 - November 2001
Merrill Lynch June 1998 - March 2000
Cap Gemini August 1997 - June 1998
Marsh & McLennan July 1995 - August 1997
Chase June 1994 - July 1995
Prudential May 1990 - June 1994
Skills
Java, Sybase, Data Warehousing, DB2, MySQL, Perl, SDLC, PHP, Oracle, Software Development, E-commerce, Strategic Planning, Web Services, Unix, SEO, IT Strategy, Online Advertising, Social Media, SQL, XML, JavaScript, WordPress, Program Management, Document Management, Web Development, Drupal, Joomla, Documentum, Web 2.0, Informatica, Objective-C, iPhone Application..., Management
Education
University of Hartford 1986 — 1990
BS, Computer Science
Valley Forge Military Academy & College 1982 — 1986
Vladimir Kossovski Vladimir Kossovski's Morgan Stanley Experience April 2014 - Present
Job Operations Support Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2014 - Present
Morgan Stanley March 2013 - April 2014
Israel Electric Corporation September 2009 - August 2012
HOT August 2008 - June 2009
Israel Defense Forces October 2006 - June 2008
Skills
Analysis, Finance, Business Analysis, SAP, Financial Analysis, Financial Reporting, Project Planning, PowerPoint, Fixed Income, Microsoft Excel, Financial Modeling, Bloomberg, Data Analysis, Business Planning, ERP, Fixed Income Derivatives, OTC Cash Settlements
Education
The College of Management Academic studies Graduate School of Business 2008 — 2011
Master of Business Administration (M.B.A.), Business Administration and Management, General, 85
University of Haifa 2000 — 2003
Bachelor of Arts (B.A.), Economics. Program of Business Administration, 85
Morgan Stanley April 2014 - Present
Morgan Stanley March 2013 - April 2014
Israel Electric Corporation September 2009 - August 2012
HOT August 2008 - June 2009
Israel Defense Forces October 2006 - June 2008
Skills
Analysis, Finance, Business Analysis, SAP, Financial Analysis, Financial Reporting, Project Planning, PowerPoint, Fixed Income, Microsoft Excel, Financial Modeling, Bloomberg, Data Analysis, Business Planning, ERP, Fixed Income Derivatives, OTC Cash Settlements
Education
The College of Management Academic studies Graduate School of Business 2008 — 2011
Master of Business Administration (M.B.A.), Business Administration and Management, General, 85
University of Haifa 2000 — 2003
Bachelor of Arts (B.A.), Economics. Program of Business Administration, 85
Sarvesh Rishi Sarvesh Rishi's Morgan Stanley Experience May 2011 - May 2012
Job Sr. Business Analyst at Element Fleet Management
Industry Information Technology and Services
Experience
Element Fleet Management August 2014 - Present
PHH Arval June 2012 - July 2014
Morgan Stanley May 2011 - May 2012
Merrill Lynch March 2009 - April 2011
Fidelity Investments July 2007 - February 2009
Skills
Agile Methodologies, Agile Project Management, Agile Application..., Business Rules, Project Management, Project Planning, Agile & Waterfall..., Scrum, Sprint Planning, SDLC, Operational Risk, IT Strategy, Requirements Analysis, Functional Requirements, Requirements Gathering, Requirements..., Use Case, UML, JIRA, agile pro, Business Requirements, User Acceptance Testing, Visio, Business Analysis, Business Process, HP Quality Center, Testing, Test Planning, Analysis, Quality Assurance, Test Cases, Waterfall
Education
University of Hartford 2000 — 2003
MBA, Finance
Element Fleet Management August 2014 - Present
PHH Arval June 2012 - July 2014
Morgan Stanley May 2011 - May 2012
Merrill Lynch March 2009 - April 2011
Fidelity Investments July 2007 - February 2009
Skills
Agile Methodologies, Agile Project Management, Agile Application..., Business Rules, Project Management, Project Planning, Agile & Waterfall..., Scrum, Sprint Planning, SDLC, Operational Risk, IT Strategy, Requirements Analysis, Functional Requirements, Requirements Gathering, Requirements..., Use Case, UML, JIRA, agile pro, Business Requirements, User Acceptance Testing, Visio, Business Analysis, Business Process, HP Quality Center, Testing, Test Planning, Analysis, Quality Assurance, Test Cases, Waterfall
Education
University of Hartford 2000 — 2003
MBA, Finance
Keith Glaser Keith Glaser's Morgan Stanley Experience October 2004 - November 2008
Job Founder, Managing Director at KASE Wealth Advisors
Industry Financial Services
Experience
KASE Wealth Advisors, LLC October 2014 - Present
Platinum Wealth Partners February 2009 - October 2014
Morgan Stanley October 2004 - November 2008
Merrill Lynch July 2000 - October 2004
Skills
Wealth Management, Investments, Retirement Planning, Asset Allocation, Portfolio Management, Investment Strategies, Financial Advisory, Insurance, Finance, Financial Risk, Estate Planning, Retirement, Financial Planning, Loans, Fixed Annuities, Wealth, Asset Management, Equities, Microsoft Exchange, IRAs, Series 7, Asset Managment, Securities, Investment Advisory, Mutual Funds, Alternative Investments, Financial Markets, Series 66, Series 31
Education
University of Florida - Warrington College of Business Administration 1996 — 2000
BSBA, Finance & Economics
KASE Wealth Advisors, LLC October 2014 - Present
Platinum Wealth Partners February 2009 - October 2014
Morgan Stanley October 2004 - November 2008
Merrill Lynch July 2000 - October 2004
Skills
Wealth Management, Investments, Retirement Planning, Asset Allocation, Portfolio Management, Investment Strategies, Financial Advisory, Insurance, Finance, Financial Risk, Estate Planning, Retirement, Financial Planning, Loans, Fixed Annuities, Wealth, Asset Management, Equities, Microsoft Exchange, IRAs, Series 7, Asset Managment, Securities, Investment Advisory, Mutual Funds, Alternative Investments, Financial Markets, Series 66, Series 31
Education
University of Florida - Warrington College of Business Administration 1996 — 2000
BSBA, Finance & Economics
Bradley Kline Bradley Kline's Morgan Stanley Experience December 2008 - September 2010
Job Investment Risk Analyst at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments June 2015 - Present
Franklin Templeton Investments September 2010 - May 2015
Morgan Stanley December 2008 - September 2010
Morgan Stanley January 2006 - December 2008
Carnival Cruise Lines November 2004 - October 2005
Applica Consumer Products May 2003 - August 2003
Applica Consumer Products May 2002 - August 2002
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Spanish-English, Forecasting, Finance, Analysis, Leadership, Visio, Cash Flow, Management, Economics, Sales, Logistics, Training, Data Analysis, Marketing, Performance Analysis, Performance Attribution, FactSet, PowerPoint, Financial Risk, Banking, Business Analysis, Financial Analysis, Mutual Funds, Portfolio Management, Risk Management
Education
University of Florida 2007 — 2009
Masters of Business Administration, Business Administration
University of Michigan 2000 — 2004
Bachelor of Arts, Economics
Franklin Templeton Investments June 2015 - Present
Franklin Templeton Investments September 2010 - May 2015
Morgan Stanley December 2008 - September 2010
Morgan Stanley January 2006 - December 2008
Carnival Cruise Lines November 2004 - October 2005
Applica Consumer Products May 2003 - August 2003
Applica Consumer Products May 2002 - August 2002
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Spanish-English, Forecasting, Finance, Analysis, Leadership, Visio, Cash Flow, Management, Economics, Sales, Logistics, Training, Data Analysis, Marketing, Performance Analysis, Performance Attribution, FactSet, PowerPoint, Financial Risk, Banking, Business Analysis, Financial Analysis, Mutual Funds, Portfolio Management, Risk Management
Education
University of Florida 2007 — 2009
Masters of Business Administration, Business Administration
University of Michigan 2000 — 2004
Bachelor of Arts, Economics
Andrew Jurnovoy Andrew Jurnovoy's Morgan Stanley Experience May 2014 - August 2014
Job Junior at the University of Florida
Industry Financial Services
Experience
The Independent Florida Alligator January 2014 - Present
Morgan Stanley May 2014 - August 2014
Portofino Island / Premier Island Management Group May 2014 - July 2014
Skills
Microsoft Excel, Sports Statistics, Microsoft Word, PowerPoint, Social Networking, Work Ethic, Copy Editing, Editing
Education
University of Florida 2012 — 2016
Finance, junior
The Independent Florida Alligator January 2014 - Present
Morgan Stanley May 2014 - August 2014
Portofino Island / Premier Island Management Group May 2014 - July 2014
Skills
Microsoft Excel, Sports Statistics, Microsoft Word, PowerPoint, Social Networking, Work Ethic, Copy Editing, Editing
Education
University of Florida 2012 — 2016
Finance, junior
Michael J. Carmona Michael J. Carmona's Morgan Stanley Experience May 2006 - August 2006
Job
Industry Law Practice
Experience
Friedland Law Group September 2010 - Present
Friedland Law Group May 2009 - August 2010
SFX Baseball Group January 2009 - May 2009
Mintzer Sarowitz Zeris Ledva & Meyers May 2008 - December 2008
Orlando Delgado P.A. May 2007 - August 2007
Morgan Stanley May 2006 - August 2006
Skills
Personal Injury, Wrongful Death, Auto Accidents, Medical Malpractice, Litigation, Nursing Home Negligence, Product Liability, Automobile Accidents, Civil Litigation, Trial Practice, Personal Injury..., Trials, Commercial Litigation, Accident, Slip & Fall, Torts
Education
University of Miami School of Law 2007 — 2010
J.D.
University of Florida - Warrington College of Business Administration 2003 — 2007
Bachelor of Science
Friedland Law Group September 2010 - Present
Friedland Law Group May 2009 - August 2010
SFX Baseball Group January 2009 - May 2009
Mintzer Sarowitz Zeris Ledva & Meyers May 2008 - December 2008
Orlando Delgado P.A. May 2007 - August 2007
Morgan Stanley May 2006 - August 2006
Skills
Personal Injury, Wrongful Death, Auto Accidents, Medical Malpractice, Litigation, Nursing Home Negligence, Product Liability, Automobile Accidents, Civil Litigation, Trial Practice, Personal Injury..., Trials, Commercial Litigation, Accident, Slip & Fall, Torts
Education
University of Miami School of Law 2007 — 2010
J.D.
University of Florida - Warrington College of Business Administration 2003 — 2007
Bachelor of Science
Jahanzeb Pirvani's Morgan Stanley Experience April 2010 - April 2010
Job Investment Banking Analyst at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey March 2014 - Present
Stout Risius Ross June 2013 - March 2014
Bank of America Merrill Lynch June 2010 - June 2010
Morgan Stanley April 2010 - April 2010
PricewaterhouseCoopers April 2010 - April 2010
Bank of America Merrill Lynch January 2010 - February 2010
Skills
Financial Modeling, Portfolio Management, Financial Analysis, Finance, Valuation, Investments, Economics, Microsoft Office..., Corporate Finance, Statistical Package for..., Epi Data, Business Valuation, Valuation Modeling, Investment Banking, Bloomberg, Capital IQ, Bloomberg Terminal, Equities, Financial Advisory, Capital Markets, Due Diligence, Mergers, Financial Markets, SNL, Mergers, Mergers & Acquisitions
Education
University of Georgia - Terry College of Business 2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance, C.GPA: 3.71/4.0
University of Warwick - Warwick Business School
BSc (Hons), Accounting and Finance, Upper Second Class Division [2:1]
University of Cambridge International Examinations
General Certificate of Education, Advanced Level, AAABb, UCAS Tarrif: 510
SunTrust Robinson Humphrey March 2014 - Present
Stout Risius Ross June 2013 - March 2014
Bank of America Merrill Lynch June 2010 - June 2010
Morgan Stanley April 2010 - April 2010
PricewaterhouseCoopers April 2010 - April 2010
Bank of America Merrill Lynch January 2010 - February 2010
Skills
Financial Modeling, Portfolio Management, Financial Analysis, Finance, Valuation, Investments, Economics, Microsoft Office..., Corporate Finance, Statistical Package for..., Epi Data, Business Valuation, Valuation Modeling, Investment Banking, Bloomberg, Capital IQ, Bloomberg Terminal, Equities, Financial Advisory, Capital Markets, Due Diligence, Mergers, Financial Markets, SNL, Mergers, Mergers & Acquisitions
Education
University of Georgia - Terry College of Business 2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance, C.GPA: 3.71/4.0
University of Warwick - Warwick Business School
BSc (Hons), Accounting and Finance, Upper Second Class Division [2:1]
University of Cambridge International Examinations
General Certificate of Education, Advanced Level, AAABb, UCAS Tarrif: 510
Blake Wheeler Blake Wheeler's Morgan Stanley Experience May 2011 - July 2011
Job UI/UX Developer at VectorLearning
Industry Information Technology and Services
Experience
VectorLearning September 2014 - Present
Freelance - Web June 2011 - January 2015
Gulfstyle August 2013 - August 2014
University of Florida July 2013 - May 2014
University of Florida August 2012 - August 2013
InMind, LLC May 2011 - May 2013
Morgan Stanley May 2011 - July 2011
Hillsborough Community College August 2010 - May 2011
Enactus (SIFE) January 2010 - January 2011
Skills
Microsoft Office, Time Management, Social Networking, Web Design, Microsoft Word, Event Planning, Social Media, Public Speaking, Teamwork, Programming, Leadership, Microsoft Excel, Project Management, Facebook, Social Media Marketing, PowerPoint, HTML, Analysis, Statistics, CSS, MySQL, SQL, PHP, PhpMyAdmin, Database Administration, Data Analysis, Marketing, Research, Team Leadership, Entrepreneurship, Fundraising, Customer Service, Photoshop, User Experience, User Interface Design, User-centered Design, Usability Testing, Interpersonal...
Education
University of Florida 2012 — 2014
Bachelor of Science (B.S.), Information Systems
Hillsborough Community College 2009 — 2012
Honors Institute - Associate of Arts (A.A.), Business Administration and Management
VectorLearning September 2014 - Present
Freelance - Web June 2011 - January 2015
Gulfstyle August 2013 - August 2014
University of Florida July 2013 - May 2014
University of Florida August 2012 - August 2013
InMind, LLC May 2011 - May 2013
Morgan Stanley May 2011 - July 2011
Hillsborough Community College August 2010 - May 2011
Enactus (SIFE) January 2010 - January 2011
Skills
Microsoft Office, Time Management, Social Networking, Web Design, Microsoft Word, Event Planning, Social Media, Public Speaking, Teamwork, Programming, Leadership, Microsoft Excel, Project Management, Facebook, Social Media Marketing, PowerPoint, HTML, Analysis, Statistics, CSS, MySQL, SQL, PHP, PhpMyAdmin, Database Administration, Data Analysis, Marketing, Research, Team Leadership, Entrepreneurship, Fundraising, Customer Service, Photoshop, User Experience, User Interface Design, User-centered Design, Usability Testing, Interpersonal...
Education
University of Florida 2012 — 2014
Bachelor of Science (B.S.), Information Systems
Hillsborough Community College 2009 — 2012
Honors Institute - Associate of Arts (A.A.), Business Administration and Management
Jaime Kaplan-Perico Jaime Kaplan-Perico's Morgan Stanley Experience June 2015 - August 2015
Job Wealth Management Intern at Morgan Stanley
Industry Consumer Services
Experience
University of Florida January 2014 - Present
Morgan Stanley June 2015 - August 2015
TAMID Israel Investment Group May 2014 - May 2015
University of Florida August 2014 - January 2015
University of Florida March 2014 - October 2014
TAMID Israel Investment Group June 2014 - August 2014
Out Of X June 2014 - August 2014
Skills
Leadership, Start-ups, Networking, Economics, Investments, Analysis, Finance, Entrepreneurship, Marketing, Social Marketing, Communication, Fashion, Investment Management, Accounting, Fundraising, Public Speaking, Microsoft Office, Social Media, Event Planning
Education
University of Florida 2013 — 2017
Bachelor's Degree, Finance, General, 3.5
Celebration High School 2011 — 2013
International Baccalaureate, GPA 4.1
University of Florida January 2014 - Present
Morgan Stanley June 2015 - August 2015
TAMID Israel Investment Group May 2014 - May 2015
University of Florida August 2014 - January 2015
University of Florida March 2014 - October 2014
TAMID Israel Investment Group June 2014 - August 2014
Out Of X June 2014 - August 2014
Skills
Leadership, Start-ups, Networking, Economics, Investments, Analysis, Finance, Entrepreneurship, Marketing, Social Marketing, Communication, Fashion, Investment Management, Accounting, Fundraising, Public Speaking, Microsoft Office, Social Media, Event Planning
Education
University of Florida 2013 — 2017
Bachelor's Degree, Finance, General, 3.5
Celebration High School 2011 — 2013
International Baccalaureate, GPA 4.1
Judit Osika Judit Osika's Morgan Stanley Experience February 2010 - July 2010
Job Business coach The Journey at ClimateKIC
Industry Professional Training & Coaching
Experience
Climate-KIC July 2015 - Present
Freelance October 2013 - Present
Kenézy Gyula Kórház és Rendelőintézet, Department of Diagnostic Radiology March 2014 - October 2014
Rijksuniversiteit Groningen July 2012 - September 2013
Carmolex Inc. October 2012 - July 2013
Mexx B. V. Amsterdam May 2012 - July 2012
Morgan Stanley February 2010 - July 2010
Sanofi September 2008 - December 2008
Skills
English, Teamwork, Coaching, Public Speaking, Research, Dutch, Social Entrepreneurship, Training, Creativity, Supply Chain Management, Team Building, Training Facilitation, Hosting, Quilling, Emotional Intelligence, Data Analysis
Education
Rijksuniversiteit Groningen / University of Groningen 2011 — 2012
Master of Science (MSc), Operations and Supply Chains
Budapest Business School 2005 — 2010
Bachelor's degree, International Business
Climate-KIC July 2015 - Present
Freelance October 2013 - Present
Kenézy Gyula Kórház és Rendelőintézet, Department of Diagnostic Radiology March 2014 - October 2014
Rijksuniversiteit Groningen July 2012 - September 2013
Carmolex Inc. October 2012 - July 2013
Mexx B. V. Amsterdam May 2012 - July 2012
Morgan Stanley February 2010 - July 2010
Sanofi September 2008 - December 2008
Skills
English, Teamwork, Coaching, Public Speaking, Research, Dutch, Social Entrepreneurship, Training, Creativity, Supply Chain Management, Team Building, Training Facilitation, Hosting, Quilling, Emotional Intelligence, Data Analysis
Education
Rijksuniversiteit Groningen / University of Groningen 2011 — 2012
Master of Science (MSc), Operations and Supply Chains
Budapest Business School 2005 — 2010
Bachelor's degree, International Business
Joe Michael Brummel IV's Morgan Stanley Experience August 2012 - July 2014
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors July 2014 - Present
Morgan Stanley August 2012 - July 2014
Illinois National Bank May 2010 - August 2010
McGladrey January 2008 - May 2008
Education
University of Georgia - Terry College of Business 2007 — 2011
Bachelor of Business Administration, Banking and Finance
AXA Advisors July 2014 - Present
Morgan Stanley August 2012 - July 2014
Illinois National Bank May 2010 - August 2010
McGladrey January 2008 - May 2008
Education
University of Georgia - Terry College of Business 2007 — 2011
Bachelor of Business Administration, Banking and Finance
Hank Farmer, CFA Hank Farmer, CFA's Morgan Stanley Experience June 2010 - April 2011
Job Third & Urban
Industry Real Estate
Experience
Third & Urban May 2014 - Present
Jamestown Development & Construction April 2011 - May 2014
Morgan Stanley June 2010 - April 2011
Deloitte September 2008 - June 2010
Skills
Real Estate, Real Estate Economics, Due Diligence, Valuation, Financial Modeling, Financial Analysis, Real Estate Development, Asset Management, Leases, Disposition, Commercial Real Estate, Real Estate Transactions, Property Management, Corporate Real Estate, Real Estate Financing, Investments, Acquisitions, Investment Properties, Brokerage, Budgets
Education
University of Georgia - JM Tull School of Accounting 2007 — 2008
Masters of Accountancy
University of Georgia - Terry College of Business 2003 — 2007
BBA, Accounting
Third & Urban May 2014 - Present
Jamestown Development & Construction April 2011 - May 2014
Morgan Stanley June 2010 - April 2011
Deloitte September 2008 - June 2010
Skills
Real Estate, Real Estate Economics, Due Diligence, Valuation, Financial Modeling, Financial Analysis, Real Estate Development, Asset Management, Leases, Disposition, Commercial Real Estate, Real Estate Transactions, Property Management, Corporate Real Estate, Real Estate Financing, Investments, Acquisitions, Investment Properties, Brokerage, Budgets
Education
University of Georgia - JM Tull School of Accounting 2007 — 2008
Masters of Accountancy
University of Georgia - Terry College of Business 2003 — 2007
BBA, Accounting
Papa, Adam's Morgan Stanley Experience August 2007 - January 2013
Job Production Assistant at Relevent
Industry Marketing and Advertising
Experience
Relevent January 2013 - Present
Morgan Stanley August 2007 - January 2013
Waddell and Reed January 2007 - May 2007
the State Office January 2005 - May 2005
Skills
Sales, Bonds, Securities, Microsoft Excel, Microsoft Word, Human Resources, Accounting, Financial Analysis, Finance, Equities, Insurance, Advertising, Management, Social Media, Marketing, Recruiting, Microsoft Office, Social Media Marketing
Education
University of Hartford 2003 — 2007
Bachelor of Science, Business Administration; Economics & Finance
Relevent January 2013 - Present
Morgan Stanley August 2007 - January 2013
Waddell and Reed January 2007 - May 2007
the State Office January 2005 - May 2005
Skills
Sales, Bonds, Securities, Microsoft Excel, Microsoft Word, Human Resources, Accounting, Financial Analysis, Finance, Equities, Insurance, Advertising, Management, Social Media, Marketing, Recruiting, Microsoft Office, Social Media Marketing
Education
University of Hartford 2003 — 2007
Bachelor of Science, Business Administration; Economics & Finance
maryline david maryline david's Morgan Stanley Experience September 1996 - September 1999
Job British Sr. Exec (10+ years international) is excited about an opportunity in the finance industry in the Bay area
Industry Executive Office
Experience
Alkar Human Resources September 2014 - Present
Washington Conference of Seventh-day Adventists January 2008 - September 2011
Sylvan Learning Centers January 2008 - January 2010
St James & Lucie Clayton College January 2002 - September 2005
Conoco Oil Company September 1999 - September 2004
Various Companies January 1989 - September 2002
Morgan Stanley September 1996 - September 1999
Skills
Teaching, Nonprofits, Public Speaking, Community Outreach, PowerPoint, Event Planning, Leadership, Budgets, Editing, Microsoft Word, Team Building, Volunteer Management, Staff Development, Strategic Planning, Microsoft Office, Customer Service, Coaching, Public Relations, Microsoft Excel, Event Management, Outlook, Social Media, Administration, Research, Tutoring, Non-profits, Marketing, Word, Excel, Access, Budgeting, Writing, Curriculum Design, Mentoring, Photoshop, Higher Education, Problem Solving, Classroom Instruction, English, Training, Fundraising, Leadership Development, Training & Development, Time Management, Communication, Program Development, Management
Education
University of Greenwich 1995 — 1998
BA English & Communication, English, Communication
Swanshurst Girls School Birmingham UK 1978 — 1983
O'levels, O levels
Alkar Human Resources September 2014 - Present
Washington Conference of Seventh-day Adventists January 2008 - September 2011
Sylvan Learning Centers January 2008 - January 2010
St James & Lucie Clayton College January 2002 - September 2005
Conoco Oil Company September 1999 - September 2004
Various Companies January 1989 - September 2002
Morgan Stanley September 1996 - September 1999
Skills
Teaching, Nonprofits, Public Speaking, Community Outreach, PowerPoint, Event Planning, Leadership, Budgets, Editing, Microsoft Word, Team Building, Volunteer Management, Staff Development, Strategic Planning, Microsoft Office, Customer Service, Coaching, Public Relations, Microsoft Excel, Event Management, Outlook, Social Media, Administration, Research, Tutoring, Non-profits, Marketing, Word, Excel, Access, Budgeting, Writing, Curriculum Design, Mentoring, Photoshop, Higher Education, Problem Solving, Classroom Instruction, English, Training, Fundraising, Leadership Development, Training & Development, Time Management, Communication, Program Development, Management
Education
University of Greenwich 1995 — 1998
BA English & Communication, English, Communication
Swanshurst Girls School Birmingham UK 1978 — 1983
O'levels, O levels
Tim McKenney Tim McKenney's Morgan Stanley Experience June 2015 - Present
Job Business Service Manager at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Morgan Stanley Wealth Management July 2013 - May 2015
Charles Schwab January 2012 - June 2013
CDW August 2011 - January 2012
Golfer May 2010 - August 2011
Education
University of Florida 2006 — 2010
Bachelors of Science, Sport Management
Morgan Stanley June 2015 - Present
Morgan Stanley Wealth Management July 2013 - May 2015
Charles Schwab January 2012 - June 2013
CDW August 2011 - January 2012
Golfer May 2010 - August 2011
Education
University of Florida 2006 — 2010
Bachelors of Science, Sport Management
Peter Ortega Peter Ortega's Morgan Stanley Experience September 2012 - Present
Job Manager: Finance Strategy, Ops & Tech at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2012 - Present
Morgan Stanley September 2011 - August 2012
Morgan Stanley June 2009 - August 2011
Skills
Project Management, Change Management, Product Control, Problem Solving, System Architecture, Scuba Diving, PADI Advanced Open..., FAA Licensed Pilot, Private Pilot
Education
University of Hartford 2005 — 2009
Bachelor of Science in Business Administration, Economics and Finance
Morgan Stanley September 2012 - Present
Morgan Stanley September 2011 - August 2012
Morgan Stanley June 2009 - August 2011
Skills
Project Management, Change Management, Product Control, Problem Solving, System Architecture, Scuba Diving, PADI Advanced Open..., FAA Licensed Pilot, Private Pilot
Education
University of Hartford 2005 — 2009
Bachelor of Science in Business Administration, Economics and Finance
Raymond D'Agostino Raymond D'Agostino's Morgan Stanley Experience July 2014 - Present
Job Vice President Financial Advisor
Industry Financial Services
Manuel J. Escobio, CIMA®'s Morgan Stanley Experience August 1997 - August 1999
Job Managing Director Wealth Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2007 - Present
Banco Bilbao Vizcaya Argentaria August 1999 - October 2007
Morgan Stanley August 1997 - August 1999
Skills
Wealth Management, Finance, Private Banking, Series 7, Portfolio Management, Equities, Investments, Asset Allocation, Fixed Income, Asset Management, Alternative Investments, Investment Banking, Capital Markets, Mutual Funds, Financial Analysis, Bloomberg, Series 63, Financial Modeling, Investment Advisory, Hedge Funds
Education
University of Miami - School of Business 1996 — 1997
MBA, Finance and International Buisness
University of Florida - Warrington College of Business Administration 1993 — 1995
BSBA, Finance
Belen Jesuit Prep. 1984 — 1991
HS
Merrill Lynch October 2007 - Present
Banco Bilbao Vizcaya Argentaria August 1999 - October 2007
Morgan Stanley August 1997 - August 1999
Skills
Wealth Management, Finance, Private Banking, Series 7, Portfolio Management, Equities, Investments, Asset Allocation, Fixed Income, Asset Management, Alternative Investments, Investment Banking, Capital Markets, Mutual Funds, Financial Analysis, Bloomberg, Series 63, Financial Modeling, Investment Advisory, Hedge Funds
Education
University of Miami - School of Business 1996 — 1997
MBA, Finance and International Buisness
University of Florida - Warrington College of Business Administration 1993 — 1995
BSBA, Finance
Belen Jesuit Prep. 1984 — 1991
HS
Meredith Lind Meredith Lind's Morgan Stanley Experience June 2012 - August 2012
Job Senior Consultant at Deloitte Transactions and Business Analytics LLP
Industry Management Consulting
Experience
Deloitte Transactions and Business Analytics LLP September 2014 - Present
Deloitte Financial Advisory Services LLP September 2012 - September 2014
Morgan Stanley June 2012 - August 2012
Deloitte Financial Advisory Services LLP June 2011 - August 2011
Skills
Business Valuation, Chartered Financial..., Financial Analysis, Financial Modeling, Finance, Due Diligence, Corporate Finance, Microsoft Excel
Education
University of Georgia - Terry College of Business
Finance, Accounting, and Psychology
Deloitte Transactions and Business Analytics LLP September 2014 - Present
Deloitte Financial Advisory Services LLP September 2012 - September 2014
Morgan Stanley June 2012 - August 2012
Deloitte Financial Advisory Services LLP June 2011 - August 2011
Skills
Business Valuation, Chartered Financial..., Financial Analysis, Financial Modeling, Finance, Due Diligence, Corporate Finance, Microsoft Excel
Education
University of Georgia - Terry College of Business
Finance, Accounting, and Psychology
Kristy Caldwell's Morgan Stanley Experience June 1999 - December 1999
Job
Industry Online Media
Experience
Amazon January 2012 - Present
Microsoft August 2004 - December 2011
Microsoft August 2001 - March 2004
Microsoft June 2000 - August 2001
Morgan Stanley June 1999 - December 1999
Bayerischen Sparkassen und Giroverband September 1997 - December 1997
SunTrust Bank June 1996 - September 1996
Skills
Investor Relations, Online Advertising, Digital Media, Digital Marketing, Strategic Partnerships, Mobile Marketing, SEM, Digital Strategy, Marketing, Online Marketing, Strategy, Competitive Analysis, Marketing Strategy, Leadership, Sales Operations, Business Development, Business Strategy, Lead Generation, Sales, Public Relations, Management, Mobile Advertising, Integrated Marketing
Education
University of South Carolina - Darla Moore School of Business 1998 — 2000
IMBA (MIBS)
University of Georgia - Terry College of Business 1994 — 1998
BBA
Amazon January 2012 - Present
Microsoft August 2004 - December 2011
Microsoft August 2001 - March 2004
Microsoft June 2000 - August 2001
Morgan Stanley June 1999 - December 1999
Bayerischen Sparkassen und Giroverband September 1997 - December 1997
SunTrust Bank June 1996 - September 1996
Skills
Investor Relations, Online Advertising, Digital Media, Digital Marketing, Strategic Partnerships, Mobile Marketing, SEM, Digital Strategy, Marketing, Online Marketing, Strategy, Competitive Analysis, Marketing Strategy, Leadership, Sales Operations, Business Development, Business Strategy, Lead Generation, Sales, Public Relations, Management, Mobile Advertising, Integrated Marketing
Education
University of South Carolina - Darla Moore School of Business 1998 — 2000
IMBA (MIBS)
University of Georgia - Terry College of Business 1994 — 1998
BBA
Theodore Ted Wonderly Theodore Ted Wonderly's Morgan Stanley Experience February 1984 - August 1992
Job Investment CoChair at MorganTheisman Equities
Industry Financial Services
Experience
Morgan-Theisman Investors Fund August 1992 - Present
Morgan Stanley February 1984 - August 1992
Lehman Brothers December 1979 - January 1984
Education
USC Marshall School of Business
MBA, Finance
Université de Geneve
Finance
Morgan-Theisman Investors Fund August 1992 - Present
Morgan Stanley February 1984 - August 1992
Lehman Brothers December 1979 - January 1984
Education
USC Marshall School of Business
MBA, Finance
Université de Geneve
Finance
George Lytle George Lytle's Morgan Stanley Experience July 1990 - July 1996
Job Virtualization & Storage Practice Lead
Industry Computer Networking
Experience
Alphaserve Technologies March 2010 - Present
GL Networking, Inc. August 1996 - Present
Canon 1993 - September 2010
EXENET LLC July 2001 - February 2010
Exenet 1999 - 2008
Morgan Stanley July 1990 - July 1996
Mercantile Stores, Inc July 1989 - July 1990
Computer Sciences Corporation July 1987 - July 1989
Skills
Active Directory, Microsoft Exchange, PIX, Microsoft SQL Server, NT 4.0, Virtualization, VMware, Cisco Technologies, Data Center, Disaster Recovery, Storage Area Networks, vSphere, Cloud Computing, Servers, Storage, Security, Networking, Network Design, Routers, Business Continuity, Switches
Education
University of Florida 1980 — 1985
Bachelor of Science in Engineering, Computer and Information Sciences
Langley School
Langley School
Alphaserve Technologies March 2010 - Present
GL Networking, Inc. August 1996 - Present
Canon 1993 - September 2010
EXENET LLC July 2001 - February 2010
Exenet 1999 - 2008
Morgan Stanley July 1990 - July 1996
Mercantile Stores, Inc July 1989 - July 1990
Computer Sciences Corporation July 1987 - July 1989
Skills
Active Directory, Microsoft Exchange, PIX, Microsoft SQL Server, NT 4.0, Virtualization, VMware, Cisco Technologies, Data Center, Disaster Recovery, Storage Area Networks, vSphere, Cloud Computing, Servers, Storage, Security, Networking, Network Design, Routers, Business Continuity, Switches
Education
University of Florida 1980 — 1985
Bachelor of Science in Engineering, Computer and Information Sciences
Langley School
Langley School
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
Doug Graves's Morgan Stanley Experience March 2007 - Present
Job Western Divisional Recruiter at Morgan Stanley
Industry Human Resources
Experience
Morgan Stanley March 2007 - Present
Verizon Wireless September 2006 - December 2006
Gomez Inc June 2006 - September 2006
Education
University of Hartford 1982 — 1985
Masters, Organizational Behavior
Morgan Stanley March 2007 - Present
Verizon Wireless September 2006 - December 2006
Gomez Inc June 2006 - September 2006
Education
University of Hartford 1982 — 1985
Masters, Organizational Behavior
Shaun Skeris, CFA's Morgan Stanley Experience May 2009 - March 2010
Job SVP, City National Bank
Industry Financial Services
Experience
UCI Center for Investment & Wealth Management September 2015 - Present
City National Bank June 2015 - Present
Arthritis National Research Foundation July 2009 - Present
Consulting Services October 2012 - March 2015
CASA July 2012 - May 2013
Investment Management April 2010 - October 2012
Morgan Stanley May 2009 - March 2010
Credit Suisse May 2001 - February 2009
PIMCO August 2000 - May 2001
Education
University of Florida - Warrington College of Business Administration 1999 — 2000
M.A., International Business
UCI Center for Investment & Wealth Management September 2015 - Present
City National Bank June 2015 - Present
Arthritis National Research Foundation July 2009 - Present
Consulting Services October 2012 - March 2015
CASA July 2012 - May 2013
Investment Management April 2010 - October 2012
Morgan Stanley May 2009 - March 2010
Credit Suisse May 2001 - February 2009
PIMCO August 2000 - May 2001
Education
University of Florida - Warrington College of Business Administration 1999 — 2000
M.A., International Business
Joe Camilleri's Morgan Stanley Experience October 2005 - September 2014
Job Experienced Technology Risk & Control Professional
Industry Information Technology and Services
Experience
JPMorgan Chase & Co. October 2014 - September 2015
Morgan Stanley October 2005 - September 2014
Protiviti 2004 - 2005
Ricondo & Associates 2001 - 2004
CitiStreet May 2000 - July 2000
Lucent Technologies Bell Labs August 1999 - December 1999
U.S. House of Representatives June 1999 - August 1999
Skills
Analysis, Business Process, Information Technology, Risk Management, Integration, Financial Risk, Process Improvement, Sybase, Investment Banking, ITIL, IT Audit, Reference Data, Hedge Funds, IT Risk Management, Fixed Income, Equities, Capital Markets
Education
University of Florida - Warrington College Of Business 1996 — 2000
BS, Decision Information Science
JPMorgan Chase & Co. October 2014 - September 2015
Morgan Stanley October 2005 - September 2014
Protiviti 2004 - 2005
Ricondo & Associates 2001 - 2004
CitiStreet May 2000 - July 2000
Lucent Technologies Bell Labs August 1999 - December 1999
U.S. House of Representatives June 1999 - August 1999
Skills
Analysis, Business Process, Information Technology, Risk Management, Integration, Financial Risk, Process Improvement, Sybase, Investment Banking, ITIL, IT Audit, Reference Data, Hedge Funds, IT Risk Management, Fixed Income, Equities, Capital Markets
Education
University of Florida - Warrington College Of Business 1996 — 2000
BS, Decision Information Science
Mark Rebillot, CFA's Morgan Stanley Experience July 2006 - November 2012
Job G2 Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. November 2012 - Present
Morgan Stanley July 2006 - November 2012
Wachovia Bank July 2004 - March 2006
SouthTrust Bank July 2001 - June 2004
Education
University of Georgia - Terry College of Business 1996 — 2001
Bachelor of Business Administration (BBA), Finance and Management
South Gwinnett 1992 — 1996
UBS Financial Services Inc. November 2012 - Present
Morgan Stanley July 2006 - November 2012
Wachovia Bank July 2004 - March 2006
SouthTrust Bank July 2001 - June 2004
Education
University of Georgia - Terry College of Business 1996 — 2001
Bachelor of Business Administration (BBA), Finance and Management
South Gwinnett 1992 — 1996
Megan Golder's Morgan Stanley Experience February 2010 - Present
Job Vice President, Morgan Stanley
Industry Real Estate
Experience
Morgan Stanley February 2010 - Present
Morgan Stanley December 2007 - January 2010
Ernst & Young, LLP July 2005 - December 2007
Education
University of Georgia - Terry College of Business 2000 — 2005
Masters
Morgan Stanley February 2010 - Present
Morgan Stanley December 2007 - January 2010
Ernst & Young, LLP July 2005 - December 2007
Education
University of Georgia - Terry College of Business 2000 — 2005
Masters
Patricia Herzfeld's Morgan Stanley Experience May 2002 - August 2002
Job Estate and Investment Analyst at Clarity Financial Planning
Industry Financial Services
Experience
Clarity Financial Planning, Inc. December 2013 - Present
Franklin Templeton Investments February 2006 - March 2011
Franklin Templeton Investments November 2004 - February 2006
Franklin Templeton Investments January 2003 - November 2004
Morgan Stanley May 2002 - August 2002
Skills
Bloomberg, Fixed Income, Hedge Funds, Financial Markets, New Business Development, Portfolio Management, Derivatives, Business Strategy, Alternative Investments, Capital Markets, Equities, Business Development, Strategic Planning
Education
University of Florida - Warrington College Of Business
Bachelor's degree, Finance, General
Clarity Financial Planning, Inc. December 2013 - Present
Franklin Templeton Investments February 2006 - March 2011
Franklin Templeton Investments November 2004 - February 2006
Franklin Templeton Investments January 2003 - November 2004
Morgan Stanley May 2002 - August 2002
Skills
Bloomberg, Fixed Income, Hedge Funds, Financial Markets, New Business Development, Portfolio Management, Derivatives, Business Strategy, Alternative Investments, Capital Markets, Equities, Business Development, Strategic Planning
Education
University of Florida - Warrington College Of Business
Bachelor's degree, Finance, General
Jesse Helinski's Morgan Stanley Experience July 2005 - August 2007
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley July 2005 - August 2007
Education
University of Florida - Warrington College of Business Administration 2001 — 2005
Finance, Business Administration
Morgan Stanley July 2005 - August 2007
Education
University of Florida - Warrington College of Business Administration 2001 — 2005
Finance, Business Administration
Amanda Gwen Rafelson's Morgan Stanley Experience 2001 - 2004
Job Financial Analyst at JPMorgan Chase
Industry Capital Markets
Experience
JPMorgan Chase 2011 - Present
Deutsche Bank 2007 - 2009
JP Morgan Chase 2006 - 2007
EquiServe 2004 - 2005
Morgan Stanley 2001 - 2004
Skills
Equities, Equity Derivatives, Microsoft Word, Derivatives, Bonds, Auditing, Microsoft Excel
Education
University of Hartford 1994 — 1998
BA, Psychology, Statistics
Moorestown High School
JPMorgan Chase 2011 - Present
Deutsche Bank 2007 - 2009
JP Morgan Chase 2006 - 2007
EquiServe 2004 - 2005
Morgan Stanley 2001 - 2004
Skills
Equities, Equity Derivatives, Microsoft Word, Derivatives, Bonds, Auditing, Microsoft Excel
Education
University of Hartford 1994 — 1998
BA, Psychology, Statistics
Moorestown High School
Scott Schoenberg's Morgan Stanley Experience 2001 - 2006
Job Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2006 - Present
Morgan Stanley 2001 - 2006
Education
University of Georgia - Terry College of Business
Merrill Lynch May 2006 - Present
Morgan Stanley 2001 - 2006
Education
University of Georgia - Terry College of Business
Audrey Proto's Morgan Stanley Experience August 2009 - August 2015
Job Global Sanctions Compliance
Industry Financial Services
Experience
MasterCard August 2015 - Present
Morgan Stanley August 2009 - August 2015
Legg Mason February 2008 - April 2009
Legg Mason July 2005 - February 2008
Skills
Hedge Funds, Securities, Equities, Fixed Income, Mutual Funds, Investments, Asset Management, Financial Services, Finance, Capital Markets
Education
SUNY Old Westbury 1997 — 1999
Bachelor's degree, Marketing
University of Hartford 1994 — 1996
Marketing
MasterCard August 2015 - Present
Morgan Stanley August 2009 - August 2015
Legg Mason February 2008 - April 2009
Legg Mason July 2005 - February 2008
Skills
Hedge Funds, Securities, Equities, Fixed Income, Mutual Funds, Investments, Asset Management, Financial Services, Finance, Capital Markets
Education
SUNY Old Westbury 1997 — 1999
Bachelor's degree, Marketing
University of Hartford 1994 — 1996
Marketing
Benjamin Vargas's Morgan Stanley Experience January 2006 - October 2009
Job Trader in Residential Whole Loans at Barclays Capital
Industry Investment Banking
Experience
Barclays Capital July 2012 - Present
DHM Mortgage Servicing May 2010 - July 2012
C12 Capital Management October 2009 - July 2012
Morgan Stanley January 2006 - October 2009
Gulf Group Holdings & Acquistions LLC May 2005 - January 2006
Skills
Fixed Income, Loans, Capital Markets, Derivatives, Residential Mortgages, Equities, Portfolio Management, Asset Management, Structured Products, Structured Finance, Bloomberg, Financial Structuring, Hedge Funds
Education
University of Florida - Warrington College Of Business 2000 — 2004
Bachelor of Science in Business Administration, Finance
Barclays Capital July 2012 - Present
DHM Mortgage Servicing May 2010 - July 2012
C12 Capital Management October 2009 - July 2012
Morgan Stanley January 2006 - October 2009
Gulf Group Holdings & Acquistions LLC May 2005 - January 2006
Skills
Fixed Income, Loans, Capital Markets, Derivatives, Residential Mortgages, Equities, Portfolio Management, Asset Management, Structured Products, Structured Finance, Bloomberg, Financial Structuring, Hedge Funds
Education
University of Florida - Warrington College Of Business 2000 — 2004
Bachelor of Science in Business Administration, Finance
J. Derek Imes's Morgan Stanley Experience July 1997 - November 2001
Job Owner, Principia Investment Advisors LLC
Industry Investment Management
Experience
Principia Investment Advisors LLC July 2004 - Present
Creature Comforts Brewing Company January 2011 - Present
Terrapin Beer Company LLC April 2007 - December 2010
Merrill Lynch October 2001 - July 2004
Morgan Stanley July 1997 - November 2001
Education
University of Pennsylvania - The Wharton School 2003 — 2004
CIMA, Finance
University of Georgia - Terry College of Business 1989 — 1995
Principia Investment Advisors LLC July 2004 - Present
Creature Comforts Brewing Company January 2011 - Present
Terrapin Beer Company LLC April 2007 - December 2010
Merrill Lynch October 2001 - July 2004
Morgan Stanley July 1997 - November 2001
Education
University of Pennsylvania - The Wharton School 2003 — 2004
CIMA, Finance
University of Georgia - Terry College of Business 1989 — 1995
Beena Sara George's Morgan Stanley Experience August 2006 - February 2008
Job Software Assurance and Release Manager at INTECH Investment Management LLC
Industry Financial Services
Experience
INTECH Investment Management LLC February 2013 - Present
INTECH Investment Management LLC June 2012 - February 2013
Morgan Stanley Credit Corporation June 2008 - March 2012
Morgan Stanley August 2006 - February 2008
Cardservice Mobile Solutions October 2005 - June 2006
IBM Global Services February 2000 - June 2003
Skills
Business Analysis, Business Intelligence, Software Development, Business Strategy, Data Warehousing, SDLC, Leadership, Software Project..., Risk Management, Requirements Analysis, Project Management, Microsoft SQL Server, Strategic Planning, SQL, Agile Methodologies, Business Process..., Process Improvement, IT Management, Enterprise Architecture, Databases
Education
University of Georgia - Terry College of Business 1995 — 1999
BBA, Finance and Management Information Systems
INTECH Investment Management LLC February 2013 - Present
INTECH Investment Management LLC June 2012 - February 2013
Morgan Stanley Credit Corporation June 2008 - March 2012
Morgan Stanley August 2006 - February 2008
Cardservice Mobile Solutions October 2005 - June 2006
IBM Global Services February 2000 - June 2003
Skills
Business Analysis, Business Intelligence, Software Development, Business Strategy, Data Warehousing, SDLC, Leadership, Software Project..., Risk Management, Requirements Analysis, Project Management, Microsoft SQL Server, Strategic Planning, SQL, Agile Methodologies, Business Process..., Process Improvement, IT Management, Enterprise Architecture, Databases
Education
University of Georgia - Terry College of Business 1995 — 1999
BBA, Finance and Management Information Systems
Adam Login's Morgan Stanley Experience June 2004 - September 2004
Job Internal Wholesaler at The Prudential Insurance Company of America
Industry Financial Services
Experience
The Prudential Insurance Company of America November 2013 - Present
The Prudential Insurance Company of America August 2012 - November 2013
The Prudential Insurance Company of America May 2011 - August 2012
Ameriprise Financial November 2010 - February 2011
American Eagle Financial Services October 2007 - November 2010
LPL Financial October 2007 - April 2009
New York Life May 2006 - October 2007
Hartford Life November 2004 - May 2006
Morgan Stanley June 2004 - September 2004
Skills
Life Insurance
Education
The American College 2014 — 2017
CLU
University of Hartford 2000 — 2004
Bachelor of Science (B.S.), Economics and Finance
University of Hartford 2000 — 2002
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
The Prudential Insurance Company of America November 2013 - Present
The Prudential Insurance Company of America August 2012 - November 2013
The Prudential Insurance Company of America May 2011 - August 2012
Ameriprise Financial November 2010 - February 2011
American Eagle Financial Services October 2007 - November 2010
LPL Financial October 2007 - April 2009
New York Life May 2006 - October 2007
Hartford Life November 2004 - May 2006
Morgan Stanley June 2004 - September 2004
Skills
Life Insurance
Education
The American College 2014 — 2017
CLU
University of Hartford 2000 — 2004
Bachelor of Science (B.S.), Economics and Finance
University of Hartford 2000 — 2002
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Katy Ordway's Morgan Stanley Experience October 2005 - Present
Job Associate at Morgan Stanley
Industry Accounting
Experience
Morgan Stanley October 2005 - Present
Grant Thornton 2005 - 2006
Education
University of Georgia - Terry College of Business 1998 — 2003
Morgan Stanley October 2005 - Present
Grant Thornton 2005 - 2006
Education
University of Georgia - Terry College of Business 1998 — 2003
David McMinn's Morgan Stanley Experience 2002 - 2003
Job Sr. Implementation Architect, Entrepreneur
Industry Information Technology and Services
Experience
Guidewire Software March 2007 - Present
McMinn Enterprises 2004 - 2007
Flag Bank 2003 - 2004
Morgan Stanley 2002 - 2003
CoreCommerce 2000 - 2001
NexGen 1998 - 2000
Skills
Requirements Analysis, Enterprise Software, Microsoft SQL Server, Vendor Management, Business Process, Scrum, Java, Oracle, Strategy, SOA, Analysis, XML, SDLC, Agile Methodologies, Enterprise Architecture, Software Project..., Integration, Agile Project Management
Education
University of Georgia - Terry College of Business 1994 — 1997
Bachelor of Business Administration (B.B.A.), Management Information Systems
Guidewire Software March 2007 - Present
McMinn Enterprises 2004 - 2007
Flag Bank 2003 - 2004
Morgan Stanley 2002 - 2003
CoreCommerce 2000 - 2001
NexGen 1998 - 2000
Skills
Requirements Analysis, Enterprise Software, Microsoft SQL Server, Vendor Management, Business Process, Scrum, Java, Oracle, Strategy, SOA, Analysis, XML, SDLC, Agile Methodologies, Enterprise Architecture, Software Project..., Integration, Agile Project Management
Education
University of Georgia - Terry College of Business 1994 — 1997
Bachelor of Business Administration (B.B.A.), Management Information Systems
Andrew Beh's Morgan Stanley Experience September 2015 - Present
Job Financial Advisor Associate Program at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2015 - Present
Patriot Rail, Corp. November 2012 - August 2015
RailAmerica June 2012 - November 2012
RailAmerica June 2010 - July 2012
CSX July 2007 - June 2010
Grizzard Communications Group May 2006 - August 2006
Skills
Financial Modeling, Cost Benefit, Cash Flow, Financial Analysis, Variance Analysis, Forecasting, Capital Budgeting, Financial Reporting, Essbase, Budgets, Strategic Planning, Corporate Finance, Process Improvement, Analysis, Microsoft Excel, Strategic Financial...
Education
University of Georgia - Terry College of Business 2005 — 2007
MBA, Finance
University of Sydney 1993 — 1996
Bachelor of Science (BS), Double; Mathematics and Chemistry
Morgan Stanley September 2015 - Present
Patriot Rail, Corp. November 2012 - August 2015
RailAmerica June 2012 - November 2012
RailAmerica June 2010 - July 2012
CSX July 2007 - June 2010
Grizzard Communications Group May 2006 - August 2006
Skills
Financial Modeling, Cost Benefit, Cash Flow, Financial Analysis, Variance Analysis, Forecasting, Capital Budgeting, Financial Reporting, Essbase, Budgets, Strategic Planning, Corporate Finance, Process Improvement, Analysis, Microsoft Excel, Strategic Financial...
Education
University of Georgia - Terry College of Business 2005 — 2007
MBA, Finance
University of Sydney 1993 — 1996
Bachelor of Science (BS), Double; Mathematics and Chemistry
Fritz Hussey's Morgan Stanley Experience 2002 - 2003
Job Financial Advisor at Sutton Wealth Advisors, Inc
Industry Financial Services
Experience
Sutton Wealth Advisors, Inc. May 2009 - Present
John Boyer, Inc October 2007 - April 2009
Raymond James 2004 - 2007
Morgan Stanley 2002 - 2003
United States Air Force 1999 - 2003
Education
Western International University 1999 — 2002
MBA
University of Florida - Warrington College of Business Administration 1994 — 1998
Sutton Wealth Advisors, Inc. May 2009 - Present
John Boyer, Inc October 2007 - April 2009
Raymond James 2004 - 2007
Morgan Stanley 2002 - 2003
United States Air Force 1999 - 2003
Education
Western International University 1999 — 2002
MBA
University of Florida - Warrington College of Business Administration 1994 — 1998
Roberto Lizama's Morgan Stanley Experience March 1997 - June 2003
Job Senior Vice President at Dominick & Dominick LLC
Industry Investment Management
Experience
Dominick & Dominick LLC June 2003 - Present
Morgan Stanley March 1997 - June 2003
Skills
Alternative Investments, Series 7, Wealth Management, Asset Allocation, Securities, Hedge Funds, Investments, Fixed Income, Asset Managment, Retirement Planning, Portfolio Management, Series 63, Strategic Financial..., Private Equity, Mutual Funds, Trading, Wealth Management..., 401k
Education
University of Miami 2006 — 2008
CFP, Certified Financial Planning
University of Florida 1991 — 1995
Business Administration
CSI
Dominick & Dominick LLC June 2003 - Present
Morgan Stanley March 1997 - June 2003
Skills
Alternative Investments, Series 7, Wealth Management, Asset Allocation, Securities, Hedge Funds, Investments, Fixed Income, Asset Managment, Retirement Planning, Portfolio Management, Series 63, Strategic Financial..., Private Equity, Mutual Funds, Trading, Wealth Management..., 401k
Education
University of Miami 2006 — 2008
CFP, Certified Financial Planning
University of Florida 1991 — 1995
Business Administration
CSI
Janemarie Eichhorn's Morgan Stanley Experience October 2009 - Present
Job Global Portfolio Trading at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2009 - Present
Citi August 2003 - August 2009
Citi November 1999 - August 2003
Skills
Equities, Equity Trading, ETFs, Trading, Series 7, Series 63, Electronic Trading, Program Trading, Emerging Markets, Trading Strategies, Equity Research, FINRA, Portfolio Management, Derivatives, Options, FX Options, Investment Banking, Mutual Funds, Securities, Bloomberg, Prime Brokerage, Hedge Funds, Structured Products, Trading Systems, Fixed Income, Equity Derivatives, Financial Markets
Education
University of Georgia - Terry College of Business 1996 — 1999
BBA, International Business
Morgan Stanley October 2009 - Present
Citi August 2003 - August 2009
Citi November 1999 - August 2003
Skills
Equities, Equity Trading, ETFs, Trading, Series 7, Series 63, Electronic Trading, Program Trading, Emerging Markets, Trading Strategies, Equity Research, FINRA, Portfolio Management, Derivatives, Options, FX Options, Investment Banking, Mutual Funds, Securities, Bloomberg, Prime Brokerage, Hedge Funds, Structured Products, Trading Systems, Fixed Income, Equity Derivatives, Financial Markets
Education
University of Georgia - Terry College of Business 1996 — 1999
BBA, International Business
Benjamin Getahun's Morgan Stanley Experience January 2001 - February 2003
Job Partner at Agrepedia
Industry Management Consulting
Experience
Agrepedia August 2011 - Present
RVM Consulting March 2003 - Present
Morgan Stanley January 2001 - February 2003
Bill Page Toyota October 1992 - January 2001
Skills
Renewable Energy, Agribusiness, Product Marketing, Strategy Development, Energy, Food Security, Agriculture, Investments
Education
University of Florida 1987 — 1992
Food & Resource Economics, BS
international school of kenya 1982 — 1987
Agrepedia August 2011 - Present
RVM Consulting March 2003 - Present
Morgan Stanley January 2001 - February 2003
Bill Page Toyota October 1992 - January 2001
Skills
Renewable Energy, Agribusiness, Product Marketing, Strategy Development, Energy, Food Security, Agriculture, Investments
Education
University of Florida 1987 — 1992
Food & Resource Economics, BS
international school of kenya 1982 — 1987
Corky Crozier's Morgan Stanley Experience August 2006 - September 2009
Job Managing Director/Client Advisor at Deutsche Bank Securities, Inc
Industry Financial Services
Experience
Deutsche Bank Alex.Brown March 2010 - Present
Morgan Stanley August 2006 - September 2009
Deutsche Bank October 1994 - April 2006
Alex. Brown & Sons 1994 - 2006
Kidder Peabody and Company January 1988 - October 1994
Skills
Series 7, Equities, Hedge Funds, Investments, Alternative Investments, Fixed Income, Asset Managment, Series 63, Investment Banking, Portfolio Management, Wealth Management..., Asset Management, Securities, FINRA, Asset Allocation, Wealth Management, Capital Markets, Investment Advisory, Investment Management, Structured Products, Investment Strategies, Private Equity, ETFs, Bloomberg, Mutual Funds, Derivatives, Bonds, Equity Trading, Options, Equity Research, Equity Derivatives, Valuation, FX Options, Private Banking, Trading
Education
University of Georgia - Terry College of Business 1977 — 1982
BBA, Risk Management
Deutsche Bank Alex.Brown March 2010 - Present
Morgan Stanley August 2006 - September 2009
Deutsche Bank October 1994 - April 2006
Alex. Brown & Sons 1994 - 2006
Kidder Peabody and Company January 1988 - October 1994
Skills
Series 7, Equities, Hedge Funds, Investments, Alternative Investments, Fixed Income, Asset Managment, Series 63, Investment Banking, Portfolio Management, Wealth Management..., Asset Management, Securities, FINRA, Asset Allocation, Wealth Management, Capital Markets, Investment Advisory, Investment Management, Structured Products, Investment Strategies, Private Equity, ETFs, Bloomberg, Mutual Funds, Derivatives, Bonds, Equity Trading, Options, Equity Research, Equity Derivatives, Valuation, FX Options, Private Banking, Trading
Education
University of Georgia - Terry College of Business 1977 — 1982
BBA, Risk Management
Glenn Lugosi's Morgan Stanley Experience December 1997 - April 2002
Job Realtor/ Associate at Lowell International Realty Group
Industry Real Estate
Experience
Lowell International Realty Group March 2003 - March 2011
Morgan Stanley December 1997 - April 2002
Skills
Selling, Investments, Investors, Marketing, Commercial Real Estate, Management, Investment Properties, Real Estate, Property, Luxury, Sales, Listings
Education
University of Hartford 1989 — 1993
Bachelo of Science, Management
Lowell International Realty Group March 2003 - March 2011
Morgan Stanley December 1997 - April 2002
Skills
Selling, Investments, Investors, Marketing, Commercial Real Estate, Management, Investment Properties, Real Estate, Property, Luxury, Sales, Listings
Education
University of Hartford 1989 — 1993
Bachelo of Science, Management
Daniela Mitchell's Morgan Stanley Experience August 2013 - Present
Job Manager at Morgan Stanley with the Investment Management Group
Industry Financial Services
Experience
Morgan Stanley August 2013 - Present
Bank of New York Mellon September 2006 - July 2013
The Bank of New York 2006 - 2010
Skills
Bloomberg, Financial Analysis, Fixed Income, Investments, Management, Microsoft Excel, Mutual Funds, Accounting, Securities, Risk Management
Education
University of Hartford 2001 — 2005
BSBA, Business Management
Morgan Stanley August 2013 - Present
Bank of New York Mellon September 2006 - July 2013
The Bank of New York 2006 - 2010
Skills
Bloomberg, Financial Analysis, Fixed Income, Investments, Management, Microsoft Excel, Mutual Funds, Accounting, Securities, Risk Management
Education
University of Hartford 2001 — 2005
BSBA, Business Management
Lee Levy's Morgan Stanley Experience December 2004 - December 2008
Job Managing Director at TPG Capital
Industry Commercial Real Estate
Experience
TPG Capital January 2015 - Present
Deutsche Bank June 2010 - January 2015
Centerbridge Partners February 2009 - May 2010
Morgan Stanley December 2004 - December 2008
LNR Property Corporation July 2002 - November 2004
Education
University of Florida - Warrington College of Business Administration 1998 — 2002
BSBA, Finance
TPG Capital January 2015 - Present
Deutsche Bank June 2010 - January 2015
Centerbridge Partners February 2009 - May 2010
Morgan Stanley December 2004 - December 2008
LNR Property Corporation July 2002 - November 2004
Education
University of Florida - Warrington College of Business Administration 1998 — 2002
BSBA, Finance
Jason Neisler's Morgan Stanley Experience May 1996 - January 2009
Job Senior Vice President at Carter
Industry Real Estate
Experience
Carter August 2010 - Present
Morgan Stanley May 1996 - January 2009
Lend Lease 1996 - 2003
Education
University of Georgia - Terry College of Business 1988 — 1993
BBA, Real Estate
Carter August 2010 - Present
Morgan Stanley May 1996 - January 2009
Lend Lease 1996 - 2003
Education
University of Georgia - Terry College of Business 1988 — 1993
BBA, Real Estate
Jeannette Monroe's Morgan Stanley Experience February 2007 - January 2008
Job
Industry Financial Services
Experience
Rehmann Financial March 2010 - Present
Oppenheimer & Co. March 2009 - November 2009
Stanford Group January 2008 - February 2009
Morgan Stanley February 2007 - January 2008
Banc of America Investments April 2004 - February 2007
Skills
Series 7, Series 66, Series 24, Series 9, Series 10
Education
University of Florida 1997 — 2001
Bachelor of Science
Rehmann Financial March 2010 - Present
Oppenheimer & Co. March 2009 - November 2009
Stanford Group January 2008 - February 2009
Morgan Stanley February 2007 - January 2008
Banc of America Investments April 2004 - February 2007
Skills
Series 7, Series 66, Series 24, Series 9, Series 10
Education
University of Florida 1997 — 2001
Bachelor of Science
Rami Zaitchik's Morgan Stanley Experience December 2005 - February 2009
Job HSBC
Industry Financial Services
Experience
HSBC April 2009 - Present
Morgan Stanley December 2005 - February 2009
Merrill Lynch October 2001 - November 2005
Skills
Series 7, Series 63, Trading, Hedge Funds, Fixed Income, Equities, Bloomberg, Capital Markets, Emerging Markets, Investments, Derivatives, Financial Markets
Education
University of Hartford 1996 — 2000
BS, Finance
HSBC April 2009 - Present
Morgan Stanley December 2005 - February 2009
Merrill Lynch October 2001 - November 2005
Skills
Series 7, Series 63, Trading, Hedge Funds, Fixed Income, Equities, Bloomberg, Capital Markets, Emerging Markets, Investments, Derivatives, Financial Markets
Education
University of Hartford 1996 — 2000
BS, Finance
Daryl Fenton, CIC's Morgan Stanley Experience May 2001 - May 2003
Job Territory Sales Manager at The Hanover Insurance Group
Industry Marketing and Advertising
Experience
The Hanover Insurance Group July 2015 - Present
Foremost Insurance May 2006 - July 2015
State Farm Insurance May 2003 - May 2006
Morgan Stanley May 2001 - May 2003
Skills
Property & Casualty..., Insurance, General Insurance, Commercial Insurance, Underwriting, Sales, Liability, Casualty, Umbrella Insurance, Workers Compensation, Account Management, Sales Management, Health Insurance, Marketing, Customer Service, Life Insurance, New Business Development, Salesforce.com, Training, Sales Operations, Risk Management, Strategy, CRM, Homeowners, Claim, Claims Management, Commercial Lines, Casualty Insurance
Education
University of Florida - Warrington College of Business Administration 1994 — 1998
Bachelor of Science, Finance, Risk Management
Palm Beach Gardens High School 1990 — 1994
The Hanover Insurance Group July 2015 - Present
Foremost Insurance May 2006 - July 2015
State Farm Insurance May 2003 - May 2006
Morgan Stanley May 2001 - May 2003
Skills
Property & Casualty..., Insurance, General Insurance, Commercial Insurance, Underwriting, Sales, Liability, Casualty, Umbrella Insurance, Workers Compensation, Account Management, Sales Management, Health Insurance, Marketing, Customer Service, Life Insurance, New Business Development, Salesforce.com, Training, Sales Operations, Risk Management, Strategy, CRM, Homeowners, Claim, Claims Management, Commercial Lines, Casualty Insurance
Education
University of Florida - Warrington College of Business Administration 1994 — 1998
Bachelor of Science, Finance, Risk Management
Palm Beach Gardens High School 1990 — 1994
Joshua Sims's Morgan Stanley Experience May 2007 - August 2007
Job Licensed Real Estate Sales Associate
Industry Commercial Real Estate
Experience
Vector Commercial Real Estate Services February 2014 - Present
Tech Consultant November 2010 - December 2013
Desire Street Ministries July 2009 - October 2010
Morgan Stanley May 2007 - August 2007
Skills
Nonprofits, Accounting, Financial Analysis, Sales, Real Estate, Commercial Real Estate, Management, Event Planning
Education
University of Florida 2004 — 2008
BSBA, Finance
Vector Commercial Real Estate Services February 2014 - Present
Tech Consultant November 2010 - December 2013
Desire Street Ministries July 2009 - October 2010
Morgan Stanley May 2007 - August 2007
Skills
Nonprofits, Accounting, Financial Analysis, Sales, Real Estate, Commercial Real Estate, Management, Event Planning
Education
University of Florida 2004 — 2008
BSBA, Finance
Glenn Lugosi's Morgan Stanley Experience December 1998 - March 2002
Job Realtor/ Associate at Lowell International Realty Group
Industry Real Estate
Experience
Lowell International Realty Group May 2004 - May 2011
Morgan Stanley December 1998 - March 2002
Education
University of Hartford 1989 — 1993
BA, Business Management
Lowell International Realty Group May 2004 - May 2011
Morgan Stanley December 1998 - March 2002
Education
University of Hartford 1989 — 1993
BA, Business Management
Chris Babinski's Morgan Stanley Experience July 2002 - August 2005
Job BRE Healthcare Group / Equity Fund
Industry Financial Services
Experience
BRE Healthcare Group LLC June 2010 - Present
EQUITY FUND September 2005 - Present
Morgan Stanley July 2002 - August 2005
Skills
Fixed Income, Investments, Trading, Analysis, Bloomberg, Hedge Funds, Investment Advisory, Mutual Funds, Securities, Options, Bonds, Asset Management, Portfolio Management, Wealth Management, Alternative Investments, Equities, Financial Markets, Finance, Series 7
Education
University of Florida 1996 — 2000
Finance, Business / Finance
BRE Healthcare Group LLC June 2010 - Present
EQUITY FUND September 2005 - Present
Morgan Stanley July 2002 - August 2005
Skills
Fixed Income, Investments, Trading, Analysis, Bloomberg, Hedge Funds, Investment Advisory, Mutual Funds, Securities, Options, Bonds, Asset Management, Portfolio Management, Wealth Management, Alternative Investments, Equities, Financial Markets, Finance, Series 7
Education
University of Florida 1996 — 2000
Finance, Business / Finance
Laura DiAlberto's Morgan Stanley Experience November 2009 - May 2012
Job Compliance Officer at Octagon Credit Investors
Industry Financial Services
Experience
Octagon Credit Investors August 2015 - Present
AQR Capital Management May 2012 - August 2015
Morgan Stanley November 2009 - May 2012
PricewaterhouseCoopers August 2007 - November 2009
Rankin & Taylor 2009 - 2009
Thomson Financial 2006 - 2006
Thomson Financial 2006 - 2006
Hyde Park Investment, Ltd. 2006 - 2006
Skills
Capital Markets, Due Diligence, Financial Analysis, Fixed Income, Investments, Valuation, Equities, Alternative Investments
Education
University of Florida - Warrington College of Business Administration 2003 — 2007
Bachelors of Science in Business Administration, Finance
Octagon Credit Investors August 2015 - Present
AQR Capital Management May 2012 - August 2015
Morgan Stanley November 2009 - May 2012
PricewaterhouseCoopers August 2007 - November 2009
Rankin & Taylor 2009 - 2009
Thomson Financial 2006 - 2006
Thomson Financial 2006 - 2006
Hyde Park Investment, Ltd. 2006 - 2006
Skills
Capital Markets, Due Diligence, Financial Analysis, Fixed Income, Investments, Valuation, Equities, Alternative Investments
Education
University of Florida - Warrington College of Business Administration 2003 — 2007
Bachelors of Science in Business Administration, Finance
Stephen Porzio's Morgan Stanley Experience 2007 - 2013
Job Associate Director, KPMG
Industry Financial Services
Experience
KPMG US 2014 - Present
Morgan Stanley 2007 - 2013
Credit Suisse 2005 - 2007
Skills
Global Sourcing, Vendor Management, Negotiation, Process Improvement, Strategy, Business Process..., Management, Contract Negotiation, Sourcing, Outsourcing, Risk Management
Education
University of Hartford
Bachelor of Arts (B.A.), Economics
KPMG US 2014 - Present
Morgan Stanley 2007 - 2013
Credit Suisse 2005 - 2007
Skills
Global Sourcing, Vendor Management, Negotiation, Process Improvement, Strategy, Business Process..., Management, Contract Negotiation, Sourcing, Outsourcing, Risk Management
Education
University of Hartford
Bachelor of Arts (B.A.), Economics
Daniel Prior's Morgan Stanley Experience December 2000 - August 2002
Job Officer, Account Transitions at State Street
Industry Financial Services
Experience
State Street November 2014 - Present
BNY Mellon/Pershing Managed Account Solutions December 2011 - November 2014
BNY Mellon/Pershing Managed Account Solutions April 2010 - December 2011
Nuveen Investments May 2006 - December 2009
Nuveen Investments August 2005 - May 2006
Lord Abbett May 2003 - August 2004
Lazard Asset Management August 2002 - April 2003
Morgan Stanley December 2000 - August 2002
Skills
Equities, Series 7, Portfolio Management, Investments, Fixed Income, Trading, Mutual Funds, Asset Management, Financial Services, Investment Strategies
Education
University of Hartford 1995 — 2000
B.S., Economics/Finance
State Street November 2014 - Present
BNY Mellon/Pershing Managed Account Solutions December 2011 - November 2014
BNY Mellon/Pershing Managed Account Solutions April 2010 - December 2011
Nuveen Investments May 2006 - December 2009
Nuveen Investments August 2005 - May 2006
Lord Abbett May 2003 - August 2004
Lazard Asset Management August 2002 - April 2003
Morgan Stanley December 2000 - August 2002
Skills
Equities, Series 7, Portfolio Management, Investments, Fixed Income, Trading, Mutual Funds, Asset Management, Financial Services, Investment Strategies
Education
University of Hartford 1995 — 2000
B.S., Economics/Finance
Donnie O'Neal's Morgan Stanley Experience August 2008 - Present
Job VP IT Listed Derivatives at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley August 2008 - Present
Information Technology Services, Inc. January 1996 - August 2008
DJO Software July 1985 - December 1995
DuPont June 1980 - August 1985
Skills
Business Analysis, SDLC, Risk Management, Sybase, Trading Systems, Vendor Management, IT Strategy, Requirements Analysis, Requirements Gathering, Software Project..., Data Warehousing, Enterprise Architecture, PMO
Education
University of Georgia - Terry College of Business 1977 — 1980
Bachelor of Business Administration, Management Information Systems
Morgan Stanley August 2008 - Present
Information Technology Services, Inc. January 1996 - August 2008
DJO Software July 1985 - December 1995
DuPont June 1980 - August 1985
Skills
Business Analysis, SDLC, Risk Management, Sybase, Trading Systems, Vendor Management, IT Strategy, Requirements Analysis, Requirements Gathering, Software Project..., Data Warehousing, Enterprise Architecture, PMO
Education
University of Georgia - Terry College of Business 1977 — 1980
Bachelor of Business Administration, Management Information Systems
George Wineteer's Morgan Stanley Experience May 2007 - April 2008
Job Finance
Industry Financial Services
Experience
TRGL&J, LLC January 2011 - Present
JTG Partners, LLC July 2008 - Present
Arche Real Estate & Management, LLC September 2009 - January 2012
Essex National Securities/Flagstar Bank September 2008 - September 2009
Morgan Stanley May 2007 - April 2008
SouthStar Funding, LLC March 2006 - April 2007
Education
University of Georgia - Terry College of Business 2001 — 2005
Bachelors Business Administration, Finance
TRGL&J, LLC January 2011 - Present
JTG Partners, LLC July 2008 - Present
Arche Real Estate & Management, LLC September 2009 - January 2012
Essex National Securities/Flagstar Bank September 2008 - September 2009
Morgan Stanley May 2007 - April 2008
SouthStar Funding, LLC March 2006 - April 2007
Education
University of Georgia - Terry College of Business 2001 — 2005
Bachelors Business Administration, Finance
Ben Weiner's Morgan Stanley Experience September 2009 - November 2013
Job Director, Winter Park Wealth Group
Industry Financial Services
Experience
Winter Park Wealth Group November 2013 - Present
Morgan Stanley September 2009 - November 2013
Smith Barney (and predessor firms) January 1986 - June 2009
Skills
Strategic Financial..., Mutual Funds, Series 7, Certified Financial..., Retirement Planning, Investments, Series 63, Asset Management, Separately Managed..., Equities, Bonds, Certified Investment..., Wealth Management, Securities, Financial Advisory
Education
University of Florida 1980 — 1984
BS in Accounting, Accounting
Winter Park Wealth Group November 2013 - Present
Morgan Stanley September 2009 - November 2013
Smith Barney (and predessor firms) January 1986 - June 2009
Skills
Strategic Financial..., Mutual Funds, Series 7, Certified Financial..., Retirement Planning, Investments, Series 63, Asset Management, Separately Managed..., Equities, Bonds, Certified Investment..., Wealth Management, Securities, Financial Advisory
Education
University of Florida 1980 — 1984
BS in Accounting, Accounting
Nicole (Lehman) Mendelsohn's Morgan Stanley Experience November 2013 - Present
Job Compensation Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2013 - Present
QBE North America March 2011 - October 2013
Zephyr Management, L.P./MCAP Advisers LLC September 2009 - March 2011
HSBC June 2008 - June 2009
Skills
Onboarding, Employee Relations, Performance Management
Education
University of Florida - Warrington College of Business Administration 2004 — 2008
Bachelor, Finance, Entrepreneurship
Morgan Stanley November 2013 - Present
QBE North America March 2011 - October 2013
Zephyr Management, L.P./MCAP Advisers LLC September 2009 - March 2011
HSBC June 2008 - June 2009
Skills
Onboarding, Employee Relations, Performance Management
Education
University of Florida - Warrington College of Business Administration 2004 — 2008
Bachelor, Finance, Entrepreneurship
David Denney's Morgan Stanley Experience November 2003 - June 2008
Job Vice President at Carter
Industry Real Estate
Experience
Carter June 2012 - December 2014
CB Richard Ellis Investors June 2008 - June 2011
Morgan Stanley November 2003 - June 2008
Lend Lease May 1997 - November 2003
Equitable Real Estate February 1983 - May 1997
Skills
Appraisal / Property..., Dispositions, Asset Management, Valuation, Leases, Real Estate Development, Real Estate Investment, Appraisals, Real Estate, Disposition, Commercial Real Estate, Tenant, Investments, Property, Lease Negotiations, Investment Properties
Education
University of Georgia - Terry College of Business
BBA, Finance
Carter June 2012 - December 2014
CB Richard Ellis Investors June 2008 - June 2011
Morgan Stanley November 2003 - June 2008
Lend Lease May 1997 - November 2003
Equitable Real Estate February 1983 - May 1997
Skills
Appraisal / Property..., Dispositions, Asset Management, Valuation, Leases, Real Estate Development, Real Estate Investment, Appraisals, Real Estate, Disposition, Commercial Real Estate, Tenant, Investments, Property, Lease Negotiations, Investment Properties
Education
University of Georgia - Terry College of Business
BBA, Finance
Gabe Fenton's Morgan Stanley Experience March 1997 - January 2000
Job President at Resolve Funding | The Lending Partner to Real Estate Investors
Industry Banking
Experience
Resolve Funding - Real Estate Funding February 2013 - Present
Bernstein Global Wealth Management January 2012 - February 2013
NetWide-Coor Capital September 2006 - September 2011
Wedbush Securities February 2003 - September 2006
UBS Wealth Management February 2000 - February 2003
Morgan Stanley March 1997 - January 2000
Wells Fargo Advisors May 1995 - January 1997
Skills
Investments, Alternative Investments, Asset Allocation, Asset Management, Wealth Management, Portfolio Management, Equities, Investment Management, Securities, Strategic Financial..., Due Diligence, Finance, Management, Leadership, Private Equity, Strategic Planning, Real Estate, Real Estate Funding, Real Estate Investments, loan brokers, Loans, Commercial Private..., Retirement Planning
Education
University of Massachusetts, Amherst 1988 — 1991
Bachelor of Science (B.S.), Business/Managerial Economics
University of Hawaii at Hilo 1990 — 1990
Business, Management, Marketing, and Related Support Services
Resolve Funding - Real Estate Funding February 2013 - Present
Bernstein Global Wealth Management January 2012 - February 2013
NetWide-Coor Capital September 2006 - September 2011
Wedbush Securities February 2003 - September 2006
UBS Wealth Management February 2000 - February 2003
Morgan Stanley March 1997 - January 2000
Wells Fargo Advisors May 1995 - January 1997
Skills
Investments, Alternative Investments, Asset Allocation, Asset Management, Wealth Management, Portfolio Management, Equities, Investment Management, Securities, Strategic Financial..., Due Diligence, Finance, Management, Leadership, Private Equity, Strategic Planning, Real Estate, Real Estate Funding, Real Estate Investments, loan brokers, Loans, Commercial Private..., Retirement Planning
Education
University of Massachusetts, Amherst 1988 — 1991
Bachelor of Science (B.S.), Business/Managerial Economics
University of Hawaii at Hilo 1990 — 1990
Business, Management, Marketing, and Related Support Services
Adam .S. Goldberg's Morgan Stanley Experience 2007 - April 2012
Job Business Transformation/Project Management
Industry Financial Services
Experience
Jones Lang LaSalle May 2012 - Present
Morgan Stanley 2007 - April 2012
Morgan Stanley 2004 - 2007
Morgan Stanley December 1997 - September 2004
Morgan Stanley June 1996 - November 1997
Skills
Budget Development, Capital Budgeting, Forecasting, Financial Management, Project Planning, Project Implementation, Expense Management, Strategic Planning, Business Process..., Process Optimization, Strategic Advisory, Financial Reporting, Staff Mentoring, Finance, Financial Analysis, Strategy, Accounting, Managerial Finance, Leadership, Budgets, Analysis, Executive Management, Business Process, Business Strategy, Governance, Project Management
Education
University of Hartford
Jones Lang LaSalle May 2012 - Present
Morgan Stanley 2007 - April 2012
Morgan Stanley 2004 - 2007
Morgan Stanley December 1997 - September 2004
Morgan Stanley June 1996 - November 1997
Skills
Budget Development, Capital Budgeting, Forecasting, Financial Management, Project Planning, Project Implementation, Expense Management, Strategic Planning, Business Process..., Process Optimization, Strategic Advisory, Financial Reporting, Staff Mentoring, Finance, Financial Analysis, Strategy, Accounting, Managerial Finance, Leadership, Budgets, Analysis, Executive Management, Business Process, Business Strategy, Governance, Project Management
Education
University of Hartford
Rupesh Gardner's Morgan Stanley Experience March 1995 - Present
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 1995 - Present
Education
University of Hartford
Bachelor of Science (BS), Computer Science/Math
Morgan Stanley March 1995 - Present
Education
University of Hartford
Bachelor of Science (BS), Computer Science/Math
Andrea Terkal's Morgan Stanley Experience January 2014 - Present
Job Manager, Model Control, Valuation Review Group
Industry Financial Services
Experience
Morgan Stanley January 2014 - Present
Rajk László College for Advanced Studies February 2012 - Present
Morgan Stanley January 2012 - December 2013
Morgan Stanley August 2009 - December 2011
Morgan Stanley September 2008 - August 2009
Balassi Bálint Cultural Institute 2005 - 2007
Skills
Valuation, Banking, Financial Analysis, Strategic Planning, Business Analysis, Investments, Change Management, Process Improvement, Microsoft Office, Financial Modeling, Financial Markets, Competitive Analysis
Education
Corvinus University Budapest 2003 — 2009
Master's degree, Finance, Investment and Risk Management
Rajk László College for Advanced Studies 2005 — 2009
Rijksuniversiteit Groningen / University of Groningen 2008 — 2008
Erasmus Scholarship, Faculty of Economics and Business
Morgan Stanley January 2014 - Present
Rajk László College for Advanced Studies February 2012 - Present
Morgan Stanley January 2012 - December 2013
Morgan Stanley August 2009 - December 2011
Morgan Stanley September 2008 - August 2009
Balassi Bálint Cultural Institute 2005 - 2007
Skills
Valuation, Banking, Financial Analysis, Strategic Planning, Business Analysis, Investments, Change Management, Process Improvement, Microsoft Office, Financial Modeling, Financial Markets, Competitive Analysis
Education
Corvinus University Budapest 2003 — 2009
Master's degree, Finance, Investment and Risk Management
Rajk László College for Advanced Studies 2005 — 2009
Rijksuniversiteit Groningen / University of Groningen 2008 — 2008
Erasmus Scholarship, Faculty of Economics and Business
Yvonne Cornier's Morgan Stanley Experience January 2012 - January 2012
Job Assistant Vice President at State Street Bank
Industry Financial Services
Experience
State Street Bank February 2012 - Present
Morgan Stanley January 2012 - January 2012
Morgan Stanley January 2009 - January 2012
Morgan Stanley September 2005 - January 2009
RaceTrac Petroleum June 2002 - September 2005
Education
University of Georgia - Terry College of Business 2000 — 2001
Masters of Accountancy, Auditing
University of Georgia - Terry College of Business 1996 — 2000
Bachelor of Business Administration (BBA), Accounting
State Street Bank February 2012 - Present
Morgan Stanley January 2012 - January 2012
Morgan Stanley January 2009 - January 2012
Morgan Stanley September 2005 - January 2009
RaceTrac Petroleum June 2002 - September 2005
Education
University of Georgia - Terry College of Business 2000 — 2001
Masters of Accountancy, Auditing
University of Georgia - Terry College of Business 1996 — 2000
Bachelor of Business Administration (BBA), Accounting
Thanasi Tomaras's Morgan Stanley Experience July 2004 - March 2012
Job First VP Investments at Fulcrum Securities
Industry Financial Services
Experience
Fulcrum Securities March 2012 - Present
Morgan Stanley July 2004 - March 2012
H&R Block Financial Advisors February 1996 - July 2004
Skills
Series 7, Series 65, Series 63, Stocks, Licensed Life & Health..., Bonds, Indexing, Portfolio Management, Equity Research, Capital Markets, 401k, 401k Rollovers, Series 24, Retirement Planning, Life Insurance, Financial Advisory, Financial Planning
Education
University of Florida 1988 — 1993
Bachelor of Science (B.S.), Chemistry
Fulcrum Securities March 2012 - Present
Morgan Stanley July 2004 - March 2012
H&R Block Financial Advisors February 1996 - July 2004
Skills
Series 7, Series 65, Series 63, Stocks, Licensed Life & Health..., Bonds, Indexing, Portfolio Management, Equity Research, Capital Markets, 401k, 401k Rollovers, Series 24, Retirement Planning, Life Insurance, Financial Advisory, Financial Planning
Education
University of Florida 1988 — 1993
Bachelor of Science (B.S.), Chemistry
Spencer McIntosh's Morgan Stanley Experience June 2009 - March 2011
Job General Manager at Billy Casper Golf
Industry Recreational Facilities and Services
Experience
Billy Casper Golf January 2014 - Present
Billy Casper Golf October 2013 - January 2014
TAMPA SPORTS AUTHORITY November 2012 - October 2013
Morgan Stanley June 2009 - March 2011
Education
University of Florida 2005 — 2009
Bachelor of Science (BS), Finance, General
Billy Casper Golf January 2014 - Present
Billy Casper Golf October 2013 - January 2014
TAMPA SPORTS AUTHORITY November 2012 - October 2013
Morgan Stanley June 2009 - March 2011
Education
University of Florida 2005 — 2009
Bachelor of Science (BS), Finance, General
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS