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
Anne Arnold Anne Arnold's Morgan Stanley Experience 2006 - 2008
Job Vice President, Finance at Inland Real Estate Corporation
Industry Real Estate
Experience
Inland Real Estate Corporation September 2011 - Present
Grubb & Ellis May 2009 - September 2011
Morgan Stanley 2006 - 2008
Prudential Financial 2002 - 2006
Arthur Andersen 2000 - 2002
Education
University of Illinois at Urbana-Champaign - College of Business 1996 — 2000
Finance & Real Estate
University High School
Inland Real Estate Corporation September 2011 - Present
Grubb & Ellis May 2009 - September 2011
Morgan Stanley 2006 - 2008
Prudential Financial 2002 - 2006
Arthur Andersen 2000 - 2002
Education
University of Illinois at Urbana-Champaign - College of Business 1996 — 2000
Finance & Real Estate
University High School
Alan Gripshover's Morgan Stanley Experience October 2014 - April 2015
Job Finance Intern at Morgan Stanley
Industry
Experience
Morgan Stanley October 2014 - April 2015
The Sigma Chi Fraternity January 2014 - October 2014
Drees Homes May 2014 - September 2014
Coast Apparel August 2013 - April 2014
Amazon June 2013 - July 2013
Skills
Microsoft Excel, Microsoft Word, Social Media, Recruiting, PowerPoint, Marketing, Sales, Time Management, Event Planning, Social Networking
Education
University of Louisville 2012 — 2016
Morgan Stanley October 2014 - April 2015
The Sigma Chi Fraternity January 2014 - October 2014
Drees Homes May 2014 - September 2014
Coast Apparel August 2013 - April 2014
Amazon June 2013 - July 2013
Skills
Microsoft Excel, Microsoft Word, Social Media, Recruiting, PowerPoint, Marketing, Sales, Time Management, Event Planning, Social Networking
Education
University of Louisville 2012 — 2016
Julie Scarborough's Morgan Stanley Experience August 2014 - Present
Job Complex Manager Assistant at Morgan Stanley
Industry Staffing and Recruiting
Experience
Morgan Stanley August 2014 - Present
Robert Half Management Resources October 2012 - August 2014
Scarborough Mechanical Service, INC January 2000 - July 2012
Skills
Financial Reporting, Account Management, Accounting, Budgets, Project Management, Auditing, Payroll, Accounts Receivable, Accounts Payable, Sales, Internal Audit
Education
University of Kentucky 1996 — 1999
Bachelor of Business Administration (BBA), Finance
Morgan Stanley August 2014 - Present
Robert Half Management Resources October 2012 - August 2014
Scarborough Mechanical Service, INC January 2000 - July 2012
Skills
Financial Reporting, Account Management, Accounting, Budgets, Project Management, Auditing, Payroll, Accounts Receivable, Accounts Payable, Sales, Internal Audit
Education
University of Kentucky 1996 — 1999
Bachelor of Business Administration (BBA), Finance
Martin Bradford's Morgan Stanley Experience June 2010 - July 2011
Job Business Development Manager Capital Markets at Microsoft
Industry Information Technology and Services
Experience
Microsoft October 2012 - Present
Credit Suisse August 2011 - September 2012
Morgan Stanley June 2010 - July 2011
RBS Global Banking & Markets April 2007 - May 2010
JPMorgan Chase October 2000 - April 2007
Skills
Trading Systems, FX Options, Prime Brokerage, Electronic Trading, Derivatives, Investment Banking, Fixed Income, Capital Markets, Financial Markets, Market Data, Trading, Equities
Education
University of Leeds 1995 — 1999
BSc(Hons), Accounting & Information Systems, 1st Class
Microsoft October 2012 - Present
Credit Suisse August 2011 - September 2012
Morgan Stanley June 2010 - July 2011
RBS Global Banking & Markets April 2007 - May 2010
JPMorgan Chase October 2000 - April 2007
Skills
Trading Systems, FX Options, Prime Brokerage, Electronic Trading, Derivatives, Investment Banking, Fixed Income, Capital Markets, Financial Markets, Market Data, Trading, Equities
Education
University of Leeds 1995 — 1999
BSc(Hons), Accounting & Information Systems, 1st Class
Adam Beasley's Morgan Stanley Experience February 2005 - August 2008
Job CFO AP Lenard Energy Services, LLC
Industry Oil & Energy
Experience
AP Lenard Energy Services January 2014 - Present
Fairview Capital Management Group, LLC May 2010 - August 2014
Merrill Lynch June 2009 - August 2010
Progressive Bank August 2008 - April 2009
Morgan Stanley February 2005 - August 2008
Skills
Investments, Financial Analysis, Sales Management, Account Management, Real Estate, Mergers & Acquisitions, Strategy, Due Diligence, Portfolio Management, Private Equity, Venture Capital, Asset Management, Valuation, Corporate Finance, Financial Modeling, Customer Service, Strategic Planning, Management, Leadership, Contract Negotiation, Budgets, Finance, Sales
Education
University of Louisiana at Monroe 1997 — 2003
BA, Business Administration
AP Lenard Energy Services January 2014 - Present
Fairview Capital Management Group, LLC May 2010 - August 2014
Merrill Lynch June 2009 - August 2010
Progressive Bank August 2008 - April 2009
Morgan Stanley February 2005 - August 2008
Skills
Investments, Financial Analysis, Sales Management, Account Management, Real Estate, Mergers & Acquisitions, Strategy, Due Diligence, Portfolio Management, Private Equity, Venture Capital, Asset Management, Valuation, Corporate Finance, Financial Modeling, Customer Service, Strategic Planning, Management, Leadership, Contract Negotiation, Budgets, Finance, Sales
Education
University of Louisiana at Monroe 1997 — 2003
BA, Business Administration
Ramanpreet Kaur Ramanpreet Kaur's Morgan Stanley Experience June 2013 - Present
Job Q/KDB+ Developer at Morgan Stanley
Industry Computer Software
Experience
Morgan Stanley June 2013 - Present
Capgemini February 2011 - June 2013
Skills
KDB+, q, Java, C++, Unix, Unix Shell Scripting, Shell Scripting
Education
University of Jammu 2006 — 2010
Bachelor of Engineering (B.E.), Computer Science
Morgan Stanley June 2013 - Present
Capgemini February 2011 - June 2013
Skills
KDB+, q, Java, C++, Unix, Unix Shell Scripting, Shell Scripting
Education
University of Jammu 2006 — 2010
Bachelor of Engineering (B.E.), Computer Science
Mark Y. Liu's Morgan Stanley Experience August 1999 - May 2000
Job Senior Legal Counsel at Amicorp Group
Industry Law Practice
Experience
Amicorp Group March 2013 - Present
DLA Piper May 2011 - March 2013
Akerman LLP August 2005 - May 2011
U.S. Securities and Exchange Commission August 2004 - December 2004
Warner Bros. Entertainment Inc. July 2004 - August 2004
General Motors China May 2004 - July 2004
Skadden, Arps, Slate, Meagher & Flom LLP July 2000 - August 2002
Morgan Stanley August 1999 - May 2000
Marsh May 1999 - August 1999
ArjoHuntleigh 1998 - 1999
Skills
Corporate Governance, Mergers & Acquisitions, Corporate Law, Private Equity, Corporate Finance, Capital Markets, IPO, Securities, Legal Research, Civil Litigation, Legal Writing, Securities Regulation, International Law, Mergers, Litigation, Real Estate, Dispute Resolution, Cross-border..., Finance, Employment Law, Legal Advice, Licensing, Due Diligence, Arbitration
Education
University of Iowa College of Law 2002 — 2005
J.D.
Washington University in St. Louis - Olin Business School 1996 — 2000
Bachelor of Science, Business Administration
New Trier High School 1992 — 1996
Amicorp Group March 2013 - Present
DLA Piper May 2011 - March 2013
Akerman LLP August 2005 - May 2011
U.S. Securities and Exchange Commission August 2004 - December 2004
Warner Bros. Entertainment Inc. July 2004 - August 2004
General Motors China May 2004 - July 2004
Skadden, Arps, Slate, Meagher & Flom LLP July 2000 - August 2002
Morgan Stanley August 1999 - May 2000
Marsh May 1999 - August 1999
ArjoHuntleigh 1998 - 1999
Skills
Corporate Governance, Mergers & Acquisitions, Corporate Law, Private Equity, Corporate Finance, Capital Markets, IPO, Securities, Legal Research, Civil Litigation, Legal Writing, Securities Regulation, International Law, Mergers, Litigation, Real Estate, Dispute Resolution, Cross-border..., Finance, Employment Law, Legal Advice, Licensing, Due Diligence, Arbitration
Education
University of Iowa College of Law 2002 — 2005
J.D.
Washington University in St. Louis - Olin Business School 1996 — 2000
Bachelor of Science, Business Administration
New Trier High School 1992 — 1996
Viola (Xue) Cheng Viola (Xue) Cheng's Morgan Stanley Experience 2014 - Present
Job Financial Analyst at Morgan Stanley, CPA candidate, MSA
Industry Accounting
Experience
Morgan Stanley 2014 - Present
Ascension Health February 2013 - May 2013
KPMG China January 2011 - February 2011
BDO - international July 2009 - September 2009
Skills
Microsoft Office, Mandarin, English, Teamwork, Market Research, Data Analysis, Microsoft Excel, PowerPoint, Accounting, Auditing, Financial Accounting, Account Reconciliation, Finance, Financial Analysis, Internal Audit
Education
University of Maryland College Park 2012 — 2013
Master of Science (MS), Accounting
University of International Business and Economics 2008 — 2012
Bachelor of Science (BS), Accounting
Morgan Stanley 2014 - Present
Ascension Health February 2013 - May 2013
KPMG China January 2011 - February 2011
BDO - international July 2009 - September 2009
Skills
Microsoft Office, Mandarin, English, Teamwork, Market Research, Data Analysis, Microsoft Excel, PowerPoint, Accounting, Auditing, Financial Accounting, Account Reconciliation, Finance, Financial Analysis, Internal Audit
Education
University of Maryland College Park 2012 — 2013
Master of Science (MS), Accounting
University of International Business and Economics 2008 — 2012
Bachelor of Science (BS), Accounting
Joe Scroggins's Morgan Stanley Experience November 1991 - March 2009
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial March 2009 - Present
Morgan Stanley November 1991 - March 2009
Education
University of Illinois at Urbana-Champaign 1984 — 1989
Bachelor of Science (B.S.), Marketing
EPCHS
Ameriprise Financial March 2009 - Present
Morgan Stanley November 1991 - March 2009
Education
University of Illinois at Urbana-Champaign 1984 — 1989
Bachelor of Science (B.S.), Marketing
EPCHS
Jason Kozin's Morgan Stanley Experience May 2006 - July 2006
Job Tri State Metal Company
Industry Mining & Metals
Experience
Tri State Metal Company October 2013 - Present
KPMG Advisory September 2011 - October 2013
Imperial Zinc May 2010 - August 2010
Gruschow Foundation June 2009 - August 2009
Wachovia Securities, LLC May 2007 - July 2008
Morgan Stanley May 2006 - July 2006
Skills
Financial Analysis, Financial Modeling, Valuation, Due Diligence, Accounting, Financial Reporting, Corporate Finance, Microsoft Excel, Auditing, CPA, Data Analysis, US GAAP, Bloomberg, Sarbanes-Oxley Act, Internal Controls, Business Valuation, SEC filings
Education
University of Illinois at Urbana-Champaign 2010 — 2011
Master of Accounting Science, Accountancy
University of Illinois at Urbana-Champaign - College of Business 2006 — 2010
Bachelor of Science in Accountancy, Accountancy
Tri State Metal Company October 2013 - Present
KPMG Advisory September 2011 - October 2013
Imperial Zinc May 2010 - August 2010
Gruschow Foundation June 2009 - August 2009
Wachovia Securities, LLC May 2007 - July 2008
Morgan Stanley May 2006 - July 2006
Skills
Financial Analysis, Financial Modeling, Valuation, Due Diligence, Accounting, Financial Reporting, Corporate Finance, Microsoft Excel, Auditing, CPA, Data Analysis, US GAAP, Bloomberg, Sarbanes-Oxley Act, Internal Controls, Business Valuation, SEC filings
Education
University of Illinois at Urbana-Champaign 2010 — 2011
Master of Accounting Science, Accountancy
University of Illinois at Urbana-Champaign - College of Business 2006 — 2010
Bachelor of Science in Accountancy, Accountancy
Adrien Voellinger Adrien Voellinger's Morgan Stanley Experience May 2015 - August 2015
Job Teaching Assistant at The University of Iowa Henry B. Tippie College of Business
Industry Financial Services
Experience
University of Iowa - Henry B. Tippie College of Business August 2015 - Present
Morgan Stanley May 2015 - August 2015
The University of Iowa - Krause Fund January 2015 - May 2015
New York University July 2014 - August 2014
AEGON USA Investment Management January 2014 - August 2014
Mutual of Omaha Financial Advisors May 2013 - December 2013
TaxACT November 2012 - April 2013
Private Contractor May 2012 - August 2012
Skills
Microsoft Excel, Accounting, Microsoft Word, Insurance, PowerPoint, Teamwork, Microsoft Office, Leadership, Financial Accounting, Data Analysis, Public Speaking, Customer Acquisition, Portfolio Management, Equities, Equity Research, Equity Trading, Equity Valuation, DCF Valuation, Financial Modeling, M&A analysis, M&A Modeling, HTML, CSS, JavaScript, Strategy, Game Theory
Education
University of Iowa - Henry B. Tippie College of Business
Bachelor of Business Administration (BBA), Finance, Economics; Minor: Computer Science
Wahlert Catholic High School 2007 — 2011
University of Iowa - Henry B. Tippie College of Business August 2015 - Present
Morgan Stanley May 2015 - August 2015
The University of Iowa - Krause Fund January 2015 - May 2015
New York University July 2014 - August 2014
AEGON USA Investment Management January 2014 - August 2014
Mutual of Omaha Financial Advisors May 2013 - December 2013
TaxACT November 2012 - April 2013
Private Contractor May 2012 - August 2012
Skills
Microsoft Excel, Accounting, Microsoft Word, Insurance, PowerPoint, Teamwork, Microsoft Office, Leadership, Financial Accounting, Data Analysis, Public Speaking, Customer Acquisition, Portfolio Management, Equities, Equity Research, Equity Trading, Equity Valuation, DCF Valuation, Financial Modeling, M&A analysis, M&A Modeling, HTML, CSS, JavaScript, Strategy, Game Theory
Education
University of Iowa - Henry B. Tippie College of Business
Bachelor of Business Administration (BBA), Finance, Economics; Minor: Computer Science
Wahlert Catholic High School 2007 — 2011
Deborah Hundley's Morgan Stanley Experience April 1993 - July 2014
Job President of Providence Services of Syracuse Inc
Industry Nonprofit Organization Management
Experience
Providence Service of Syracuse June 2013 - Present
Morgan Stanley April 1993 - July 2014
Our Lady of the Rosary Church 1990 - 1993
St Catherine School 1987 - 1990
Skills
Program Development, Nonprofits, Leadership, Public Speaking, Strategic Planning, Community Outreach, Event Planning, Fundraising, Grant Writing, Customer Service, Leadership Development
Education
Medaille College
CFP, Certified Financial Planning
University of Kentucky 1966 — 1971
Bachelor of Arts (B.A.), Biology, General & Education
University of Kentucky 1966 — 1971
Bachelor's degree, Science
Syracuse University- Entrepreuer Bootcamp
Entrepreneurship/Entrepreneurial Studies
Providence Service of Syracuse June 2013 - Present
Morgan Stanley April 1993 - July 2014
Our Lady of the Rosary Church 1990 - 1993
St Catherine School 1987 - 1990
Skills
Program Development, Nonprofits, Leadership, Public Speaking, Strategic Planning, Community Outreach, Event Planning, Fundraising, Grant Writing, Customer Service, Leadership Development
Education
Medaille College
CFP, Certified Financial Planning
University of Kentucky 1966 — 1971
Bachelor of Arts (B.A.), Biology, General & Education
University of Kentucky 1966 — 1971
Bachelor's degree, Science
Syracuse University- Entrepreuer Bootcamp
Entrepreneurship/Entrepreneurial Studies
Muhammad Ahmed Ibrahim's Morgan Stanley Experience January 2015 - Present
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Cedarwood Waldorf School February 2014 - December 2014
Verizon Wireless December 2012 - August 2014
Silkbank Limited January 2012 - September 2012
UltraSpectra June 2011 - October 2011
Touchstone Communications July 2010 - October 2010
Cinepax Ltd June 2009 - August 2009
Skills
Financial Analysis, Financial Reporting, Corporate Finance, Accounting, Account Reconciliation, Financial Accounting, Cost Accounting, Microsoft Office, Microsoft Excel, Microsoft Word, Foreign Languages, Leadership, Financial Modeling, QuickBooks, Peachtree, AccountEdge, Commercial Banking, Banking, Loans, Credit, Retail Banking, IFRS, Managerial Finance, Finance, Management, Training, Customer Satisfaction, Human Resources, Auditing, Analysis, Teamwork, PowerPoint, Customer Service, Research, Team Leadership, Team Management, Accounts Payable, Budgets, Investments, Strategy, Project Management, Sales, Internal Audit
Education
California Board of Accountancy 2014 — 2016
Certified Public Accountant, Accounting
University of London 2008 — 2011
Bachelor of Science (Hons), Accounting and Finance, GPA 3.5
Roots school system 2006 — 2008
Advanced Level, Physical Sciences
Morgan Stanley January 2015 - Present
Cedarwood Waldorf School February 2014 - December 2014
Verizon Wireless December 2012 - August 2014
Silkbank Limited January 2012 - September 2012
UltraSpectra June 2011 - October 2011
Touchstone Communications July 2010 - October 2010
Cinepax Ltd June 2009 - August 2009
Skills
Financial Analysis, Financial Reporting, Corporate Finance, Accounting, Account Reconciliation, Financial Accounting, Cost Accounting, Microsoft Office, Microsoft Excel, Microsoft Word, Foreign Languages, Leadership, Financial Modeling, QuickBooks, Peachtree, AccountEdge, Commercial Banking, Banking, Loans, Credit, Retail Banking, IFRS, Managerial Finance, Finance, Management, Training, Customer Satisfaction, Human Resources, Auditing, Analysis, Teamwork, PowerPoint, Customer Service, Research, Team Leadership, Team Management, Accounts Payable, Budgets, Investments, Strategy, Project Management, Sales, Internal Audit
Education
California Board of Accountancy 2014 — 2016
Certified Public Accountant, Accounting
University of London 2008 — 2011
Bachelor of Science (Hons), Accounting and Finance, GPA 3.5
Roots school system 2006 — 2008
Advanced Level, Physical Sciences
Jiaqi Tony Hu's Morgan Stanley Experience October 2012 - Present
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2012 - Present
Stress Management Center March 2012 - October 2012
Global Equity Fund May 2011 - May 2012
Capitol Partners, LLC July 2011 - December 2011
ZR International Trust Co., LTD March 2010 - July 2010
J.P. Morgan & First Capital Securities CO., LTD April 2009 - August 2009
Skills
Microsoft Office, Financial Modeling, Bloomberg Terminal, Bloomberg, Valuation, Financial Analysis, Investments, Fixed Income, Equity Research, Capital Markets, Eviews, Financial Statement..., Corporate Finance, Equities, SAS
Education
University of Maryland-College Park, Robert H. Smith School of Business 2010 — 2012
Master, Finance
University of International Business and Economics 2006 — 2010
Bachelor, Finance and Banking
Morgan Stanley October 2012 - Present
Stress Management Center March 2012 - October 2012
Global Equity Fund May 2011 - May 2012
Capitol Partners, LLC July 2011 - December 2011
ZR International Trust Co., LTD March 2010 - July 2010
J.P. Morgan & First Capital Securities CO., LTD April 2009 - August 2009
Skills
Microsoft Office, Financial Modeling, Bloomberg Terminal, Bloomberg, Valuation, Financial Analysis, Investments, Fixed Income, Equity Research, Capital Markets, Eviews, Financial Statement..., Corporate Finance, Equities, SAS
Education
University of Maryland-College Park, Robert H. Smith School of Business 2010 — 2012
Master, Finance
University of International Business and Economics 2006 — 2010
Bachelor, Finance and Banking
David Kasperek David Kasperek's Morgan Stanley Experience 2003 - 2006
Job Institutional Equity Sales at William Blair & Company
Industry Financial Services
Experience
William Blair and Company June 2006 - Present
Morgan Stanley 2003 - 2006
Skills
Equities, Financial Analysis, Analytics, Sales, Market Research, Business Development, Investments, Finance, Financial Modeling, Valuation, Series 7, Portfolio Management, Asset Management, Hedge Funds, Securities, Alternative Investments, Equity Research, Capital Markets, Due Diligence
Education
University of Iowa 1998 — 2002
BBA, Finance
William Blair and Company June 2006 - Present
Morgan Stanley 2003 - 2006
Skills
Equities, Financial Analysis, Analytics, Sales, Market Research, Business Development, Investments, Finance, Financial Modeling, Valuation, Series 7, Portfolio Management, Asset Management, Hedge Funds, Securities, Alternative Investments, Equity Research, Capital Markets, Due Diligence
Education
University of Iowa 1998 — 2002
BBA, Finance
Carrie Alton Carrie Alton's Morgan Stanley Experience February 2002 - July 2003
Job Senior Production and Marketing Professional
Industry Marketing and Advertising
Experience
Freelance February 2008 - Present
Self Employed July 2003 - Present
Blast Radius May 2011 - November 2011
imc2 November 2010 - May 2011
Rogues Harbor Studios April 2006 - February 2008
Private practice December 2004 - March 2006
Morgan Stanley February 2002 - July 2003
Skills
Content Strategy, Social Media, Digital Media, Digital Strategy, Digital Marketing, Online Advertising, New Media, Integrated Marketing, Creative Direction, Social Media Marketing, Social Networking, Interactive Marketing, Video Production, Film, Event Planning, Marketing Strategy, Marketing, Advertising, Video, Facebook, Email Marketing, Strategy, CRM, Web Design, Entertainment, Entrepreneurship, Copywriting, Mobile Marketing, Brand Development, Information Architecture, Creative Strategy, Online Marketing, Interactive Advertising, User Experience, Relationship Marketing, SEO, Direct Marketing, Public Relations, Web Analytics, Content Development, SEM, Google Analytics, Marketing Communications, B2B, Corporate Branding, E-commerce, Blogging, Press Releases, Brand Management
Education
University of Iowa
Freelance February 2008 - Present
Self Employed July 2003 - Present
Blast Radius May 2011 - November 2011
imc2 November 2010 - May 2011
Rogues Harbor Studios April 2006 - February 2008
Private practice December 2004 - March 2006
Morgan Stanley February 2002 - July 2003
Skills
Content Strategy, Social Media, Digital Media, Digital Strategy, Digital Marketing, Online Advertising, New Media, Integrated Marketing, Creative Direction, Social Media Marketing, Social Networking, Interactive Marketing, Video Production, Film, Event Planning, Marketing Strategy, Marketing, Advertising, Video, Facebook, Email Marketing, Strategy, CRM, Web Design, Entertainment, Entrepreneurship, Copywriting, Mobile Marketing, Brand Development, Information Architecture, Creative Strategy, Online Marketing, Interactive Advertising, User Experience, Relationship Marketing, SEO, Direct Marketing, Public Relations, Web Analytics, Content Development, SEM, Google Analytics, Marketing Communications, B2B, Corporate Branding, E-commerce, Blogging, Press Releases, Brand Management
Education
University of Iowa
Brendan Barkhuizen Brendan Barkhuizen's Morgan Stanley Experience October 2007 - Present
Job Software Engineer at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2007 - Present
Audatex UK Ltd April 2000 - October 2007
Paul Ingram Group July 1998 - March 2000
Phocis Ltd May 1998 - July 1998
iXchange January 1998 - April 1998
Pick n Pay January 1997 - December 1997
Supreme Computers January 1996 - December 1996
Skills
XML, C#, WPF, Java, Sybase, DB2, SQL, LINQ, Software Development, Visual Basic, Project Management, Perl, Business Analysis
Education
University of London 2009 — 2012
Bachelor of Science (BSc), Financial Economics, First Class Honors
Morgan Stanley October 2007 - Present
Audatex UK Ltd April 2000 - October 2007
Paul Ingram Group July 1998 - March 2000
Phocis Ltd May 1998 - July 1998
iXchange January 1998 - April 1998
Pick n Pay January 1997 - December 1997
Supreme Computers January 1996 - December 1996
Skills
XML, C#, WPF, Java, Sybase, DB2, SQL, LINQ, Software Development, Visual Basic, Project Management, Perl, Business Analysis
Education
University of London 2009 — 2012
Bachelor of Science (BSc), Financial Economics, First Class Honors
Bernadette Ikhena's Morgan Stanley Experience March 2014 - September 2014
Job Drexel University Graduate; Economics and Finance
Industry Investment Banking
Experience
Morgan Stanley March 2014 - September 2014
Goldman Sachs May 2013 - August 2013
Goldman Sachs April 2012 - September 2012
Drexel University - Center for Civic Engagement March 2011 - June 2011
Skills
Financial Modeling, FactSet, Capital IQ, VBA, Investments, Research, Bloomberg Terminal, SPSS, R, Microsoft Office, Financial Analysis, Data Analysis, Project Management, Microsoft Excel, PowerPoint, Finance, Analysis, Microsoft Word, Valuation, Economics, Bloomberg, Leadership, Management, Portfolio Management
Education
Drexel University 2010 — 2015
Bachelor of Science (Magna cum Laude), Economics
University of Leeds 2013 — 2013
Study Abroad
Morgan Stanley March 2014 - September 2014
Goldman Sachs May 2013 - August 2013
Goldman Sachs April 2012 - September 2012
Drexel University - Center for Civic Engagement March 2011 - June 2011
Skills
Financial Modeling, FactSet, Capital IQ, VBA, Investments, Research, Bloomberg Terminal, SPSS, R, Microsoft Office, Financial Analysis, Data Analysis, Project Management, Microsoft Excel, PowerPoint, Finance, Analysis, Microsoft Word, Valuation, Economics, Bloomberg, Leadership, Management, Portfolio Management
Education
Drexel University 2010 — 2015
Bachelor of Science (Magna cum Laude), Economics
University of Leeds 2013 — 2013
Study Abroad
Sally Marroquin Sally Marroquin's Morgan Stanley Experience July 2013 - November 2013
Job Student
Industry Higher Education
Experience
Los Angeles Unified School District May 2006 - Present
Rose Hills Memorial Park & Mortuary March 2012 - February 2014
Morgan Stanley July 2013 - November 2013
Commercial Sand Blast Company February 2012 - June 2012
Skills
Public Speaking, Time Management, Community Outreach, Team Leadership, Coaching, Microsoft Excel, Microsoft Word, Typing, Teaching, PowerPoint, Customer Service, Research, Skilled Multi-tasker
Education
University of La Verne 2012 — 2015
Master of Business Administration (MBA), Accounting
University of La Verne 2001 — 2005
Bachelor of Science (B.S.), Biology
Los Angeles Unified School District May 2006 - Present
Rose Hills Memorial Park & Mortuary March 2012 - February 2014
Morgan Stanley July 2013 - November 2013
Commercial Sand Blast Company February 2012 - June 2012
Skills
Public Speaking, Time Management, Community Outreach, Team Leadership, Coaching, Microsoft Excel, Microsoft Word, Typing, Teaching, PowerPoint, Customer Service, Research, Skilled Multi-tasker
Education
University of La Verne 2012 — 2015
Master of Business Administration (MBA), Accounting
University of La Verne 2001 — 2005
Bachelor of Science (B.S.), Biology
Enrique Tur Tur Enrique Tur Tur's Morgan Stanley Experience November 2010 - November 2014
Job Financial Reporting Manager at Diageo
Industry Financial Services
Experience
Diageo November 2014 - Present
Morgan Stanley November 2010 - November 2014
Morgan Stanley August 2008 - December 2009
GENPACT December 2006 - August 2008
GENPACT October 2005 - November 2006
GENPACT July 2003 - September 2005
Skills
Shared Services, Process Improvement, Change Management, Outsourcing, Service Delivery, Customer relations, Transition Management, People management, Six Sigma, KPI implementation, KPI Dashboards, BPO, Team Leadership, Organizational change, Operations Management, Project implementation, Credit Derivatives, Interest Rate Swaps, Financial Futures, Coaching, P&L Reporting, Balance Sheet Review
Education
Universität Kassel 2002 — 2003
Economics
Universitat de València 1996 — 2002
Master's degree, Accounting and Finance
Diageo November 2014 - Present
Morgan Stanley November 2010 - November 2014
Morgan Stanley August 2008 - December 2009
GENPACT December 2006 - August 2008
GENPACT October 2005 - November 2006
GENPACT July 2003 - September 2005
Skills
Shared Services, Process Improvement, Change Management, Outsourcing, Service Delivery, Customer relations, Transition Management, People management, Six Sigma, KPI implementation, KPI Dashboards, BPO, Team Leadership, Organizational change, Operations Management, Project implementation, Credit Derivatives, Interest Rate Swaps, Financial Futures, Coaching, P&L Reporting, Balance Sheet Review
Education
Universität Kassel 2002 — 2003
Economics
Universitat de València 1996 — 2002
Master's degree, Accounting and Finance
Ben H. Spalding III's Morgan Stanley Experience July 1999 - January 2009
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC August 2010 - Present
Raymond James Financial Inc. January 2009 - August 2010
Morgan Stanley July 1999 - January 2009
Skills
Investments, Retirement Planning, Insurance, Mutual Funds
Education
University of Kentucky 1981 — 1985
Wells Fargo Advisors, LLC August 2010 - Present
Raymond James Financial Inc. January 2009 - August 2010
Morgan Stanley July 1999 - January 2009
Skills
Investments, Retirement Planning, Insurance, Mutual Funds
Education
University of Kentucky 1981 — 1985
Arnold Baratz Arnold Baratz's Morgan Stanley Experience February 2010 - May 2012
Job Senior Managing Partner, CFO at JMS Capital Management, Inc.
Industry Financial Services
Experience
JMS Capital Management, Inc. May 2012 - Present
Morgan Stanley February 2010 - May 2012
Melvin & Company, LLC January 2008 - February 2010
BOSS SECURITIES GROUP, INC January 1995 - January 2008
Engelman Securities, Inc. May 1983 - December 1995
Skills
Financial Analysis, Strategic Financial..., Financial Modeling, Financial Risk, Wealth Management..., Corporate Finance, ERISA, Risk Assessment, Risk Management, Business Analysis, Equities, Securities, Accounting, Managerial Finance, Finance, Acquisitions, Investments, Insurance, Portfolio Management, Financial Markets, Banking, Business Planning, Investment Banking, Series 7, Financial Services, FINRA, Private Equity, Wealth Management, Start-ups, Asset Management, Fixed Income, Retirement Planning, Mutual Funds, Strategy, ETFs, Capital Markets, Alternative Investments, Trading, Financial Reporting, Valuation, Options, Series 63, Derivatives, Investment Strategies, Investment Advisory, Asset Allocation, Financial Advisory, Bonds, Investment Management, Financial Planning
Education
University of Iowa 1979 — 1983
BA,BS
JMS Capital Management, Inc. May 2012 - Present
Morgan Stanley February 2010 - May 2012
Melvin & Company, LLC January 2008 - February 2010
BOSS SECURITIES GROUP, INC January 1995 - January 2008
Engelman Securities, Inc. May 1983 - December 1995
Skills
Financial Analysis, Strategic Financial..., Financial Modeling, Financial Risk, Wealth Management..., Corporate Finance, ERISA, Risk Assessment, Risk Management, Business Analysis, Equities, Securities, Accounting, Managerial Finance, Finance, Acquisitions, Investments, Insurance, Portfolio Management, Financial Markets, Banking, Business Planning, Investment Banking, Series 7, Financial Services, FINRA, Private Equity, Wealth Management, Start-ups, Asset Management, Fixed Income, Retirement Planning, Mutual Funds, Strategy, ETFs, Capital Markets, Alternative Investments, Trading, Financial Reporting, Valuation, Options, Series 63, Derivatives, Investment Strategies, Investment Advisory, Asset Allocation, Financial Advisory, Bonds, Investment Management, Financial Planning
Education
University of Iowa 1979 — 1983
BA,BS
Jenica Raney Jenica Raney's Morgan Stanley Experience June 2005 - May 2007
Job Owner at Raney Day Designs
Industry Design
Experience
Raney Day Designs March 2010 - Present
Wells Fargo Investments May 2007 - March 2010
Morgan Stanley June 2005 - May 2007
Education
University of Iowa - Henry B. Tippie College of Business 2001 — 2005
Bachelor of Business, Finance & Marketing
Raney Day Designs March 2010 - Present
Wells Fargo Investments May 2007 - March 2010
Morgan Stanley June 2005 - May 2007
Education
University of Iowa - Henry B. Tippie College of Business 2001 — 2005
Bachelor of Business, Finance & Marketing
Jason Pryor, CFP®'s Morgan Stanley Experience May 2003 - November 2005
Job Complex Supervisory Officer Kentucky Complex at UBS Financial Services Inc.
Industry Financial Services
Allyson Schulte's Morgan Stanley Experience May 2003 - September 2006
Job Revenue Cycle Consultant at University of Iowa Hospitals and Clinics
Industry
Experience
University of Iowa Hospitals and Clinics February 2012 - Present
Mercer Health & Benefits Administration LLC April 2010 - February 2012
Mrs Clark's Foods November 2008 - April 2010
Dakota Security Systems Inc January 2007 - November 2008
Stevens Trucking Corporation/Stevens Sand & Gravel December 1988 - January 2007
Morgan Stanley May 2003 - September 2006
A.G. Edwards & Sons, Inc. November 2001 - May 2003
RBC Wealth Management June 1996 - June 1998
Iowa City Area Chamber of Commerce January 1991 - July 1995
Education
University of Iowa 1982 — 1987
BA, Journalism
University of Iowa Hospitals and Clinics February 2012 - Present
Mercer Health & Benefits Administration LLC April 2010 - February 2012
Mrs Clark's Foods November 2008 - April 2010
Dakota Security Systems Inc January 2007 - November 2008
Stevens Trucking Corporation/Stevens Sand & Gravel December 1988 - January 2007
Morgan Stanley May 2003 - September 2006
A.G. Edwards & Sons, Inc. November 2001 - May 2003
RBC Wealth Management June 1996 - June 1998
Iowa City Area Chamber of Commerce January 1991 - July 1995
Education
University of Iowa 1982 — 1987
BA, Journalism
Joseph Myatt's Morgan Stanley Experience May 2000 - August 2000
Job Director at FTI Consulting
Industry Financial Services
Experience
FTI Consulting September 2004 - Present
Deloitte Financial Advisory Services LLP August 2001 - September 2004
Morgan Stanley May 2000 - August 2000
Education
University of Illinois at Urbana-Champaign - College of Business 1997 — 2001
Finance
FTI Consulting September 2004 - Present
Deloitte Financial Advisory Services LLP August 2001 - September 2004
Morgan Stanley May 2000 - August 2000
Education
University of Illinois at Urbana-Champaign - College of Business 1997 — 2001
Finance
Delores Martini's Morgan Stanley Experience May 1986 - May 2006
Job Financial Advisor with the practice of Terry Dworaczyk
Industry Financial Services
Experience
Ameriprise Financial May 2013 - Present
Morgan Stanley May 1986 - May 2006
Education
Bishop Conwell
High School, diploma
University of La Verne
BA, Finance
Ameriprise Financial May 2013 - Present
Morgan Stanley May 1986 - May 2006
Education
Bishop Conwell
High School, diploma
University of La Verne
BA, Finance
Ernie Hodge Ernie Hodge's Morgan Stanley Experience 1999 - 2009
Job Portfolio Manager and Senior Analyst at Tall Tree Investment Management, LLC
Industry Banking
Experience
Tall Tree Investment Management, LLC May 2009 - Present
Morgan Stanley 1999 - 2009
Van Kampen Funds October 1999 - November 2008
Credit Agricole Indosuez January 1997 - October 1999
National Westminster Bank December 1982 - January 1997
Continental Bank 1971 - 1982
Education
University of Wisconsin-Madison 1977 — 1979
Certificate-Graduate School of Banking, Banking
University of Kansas - Graduate School of Business 1969 — 1970
MBA, Finance, Accounting
Westminster College (MO) 1963 — 1967
BA, Liberal Arts
Tall Tree Investment Management, LLC May 2009 - Present
Morgan Stanley 1999 - 2009
Van Kampen Funds October 1999 - November 2008
Credit Agricole Indosuez January 1997 - October 1999
National Westminster Bank December 1982 - January 1997
Continental Bank 1971 - 1982
Education
University of Wisconsin-Madison 1977 — 1979
Certificate-Graduate School of Banking, Banking
University of Kansas - Graduate School of Business 1969 — 1970
MBA, Finance, Accounting
Westminster College (MO) 1963 — 1967
BA, Liberal Arts
John Sherman's Morgan Stanley Experience August 2012 - Present
Job ED at Morgan Stanley
Industry Real Estate
Experience
Morgan Stanley August 2012 - Present
Prokore Realty, LLC May 2008 - Present
Guggenheim Partners March 2010 - August 2012
Moody's Investors Service August 2006 - May 2008
ARBOR REALTY TRUST December 2004 - August 2006
HAMPTON RESORTS AND HOSPITALITY November 2002 - December 2004
Merrill Lynch May 2002 - August 2002
Albert Oil Company January 1998 - January 2001
Skills
Financial Modeling &..., Argus Certification, Portfolio Management, Asset Management, CMBS, Due Diligence, Investments, Asset Managment, Financial Modeling, Risk Management, Financial Analysis, Fixed Income, Loans, Finance, Real Estate, Bloomberg, Analysis, Securities, Trading, Structured Finance, Real Estate Economics, Valuation, Investment Banking, Credit Analysis, Commercial Real Estate, Strategy, Mortgage Lending, Bonds, Investment Properties, Financial Risk, Financial Services, Underwriting, Commercial Mortgages, Business Planning, Private Equity, Investment Strategies, Securitization, Capital Markets, Financial Markets, Financial Structuring, Mutual Funds, Alternative Investments, Real Estate Financing, Venture Capital, Mezzanine, Hedge Funds, Corporate Finance, Funding, Mergers & Acquisitions, Brokerage
Education
London School of Economics and Political Science 2001 — 2002
1 Yr Post Bach, Finance and Accounting
University of Louisville 1998 — 2001
BS, Economics
Morgan Stanley August 2012 - Present
Prokore Realty, LLC May 2008 - Present
Guggenheim Partners March 2010 - August 2012
Moody's Investors Service August 2006 - May 2008
ARBOR REALTY TRUST December 2004 - August 2006
HAMPTON RESORTS AND HOSPITALITY November 2002 - December 2004
Merrill Lynch May 2002 - August 2002
Albert Oil Company January 1998 - January 2001
Skills
Financial Modeling &..., Argus Certification, Portfolio Management, Asset Management, CMBS, Due Diligence, Investments, Asset Managment, Financial Modeling, Risk Management, Financial Analysis, Fixed Income, Loans, Finance, Real Estate, Bloomberg, Analysis, Securities, Trading, Structured Finance, Real Estate Economics, Valuation, Investment Banking, Credit Analysis, Commercial Real Estate, Strategy, Mortgage Lending, Bonds, Investment Properties, Financial Risk, Financial Services, Underwriting, Commercial Mortgages, Business Planning, Private Equity, Investment Strategies, Securitization, Capital Markets, Financial Markets, Financial Structuring, Mutual Funds, Alternative Investments, Real Estate Financing, Venture Capital, Mezzanine, Hedge Funds, Corporate Finance, Funding, Mergers & Acquisitions, Brokerage
Education
London School of Economics and Political Science 2001 — 2002
1 Yr Post Bach, Finance and Accounting
University of Louisville 1998 — 2001
BS, Economics
Grant Barnes's Morgan Stanley Experience May 2015 - Present
Job Intern at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley May 2015 - Present
Hilliard Lyons June 2014 - August 2014
Professional Pool Management May 2012 - August 2013
Schiller, Osbourn, Barnes, & Maloney PLLC May 2009 - August 2009
Skills
Series 7, Investments, Financial Analysis, Financial Modeling, Fruity Loops, Mutual Funds, Social Media, Teamwork
Education
University of Kentucky 2013 — 2014
Accounting and Finance, Junior
Saint Xavier High School 2008 — 2012
Morgan Stanley May 2015 - Present
Hilliard Lyons June 2014 - August 2014
Professional Pool Management May 2012 - August 2013
Schiller, Osbourn, Barnes, & Maloney PLLC May 2009 - August 2009
Skills
Series 7, Investments, Financial Analysis, Financial Modeling, Fruity Loops, Mutual Funds, Social Media, Teamwork
Education
University of Kentucky 2013 — 2014
Accounting and Finance, Junior
Saint Xavier High School 2008 — 2012
Steven Escaler, CFA's Morgan Stanley Experience February 2008 - July 2011
Job Executive Director, Energy Investment Banking at UBS
Industry Investment Banking
Experience
UBS Investment Bank July 2011 - Present
Morgan Stanley February 2008 - July 2011
Citigroup July 1999 - March 2008
Education
University of Pennsylvania 1995 — 1999
BA, Economics
University of London 2003 — 2004
Master of Science, Finance
UBS Investment Bank July 2011 - Present
Morgan Stanley February 2008 - July 2011
Citigroup July 1999 - March 2008
Education
University of Pennsylvania 1995 — 1999
BA, Economics
University of London 2003 — 2004
Master of Science, Finance
Alison Sartaine's Morgan Stanley Experience July 2012 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2012 - Present
Indatus June 2009 - July 2012
Education
University of Louisville 2005 — 2009
Marketing
Morgan Stanley July 2012 - Present
Indatus June 2009 - July 2012
Education
University of Louisville 2005 — 2009
Marketing
Laura Foot Laura Foot's Morgan Stanley Experience April 2011 - December 2012
Job Immediately Available Recruitment Manager
Industry Banking
Experience
RBS Markets and International Banking January 2013 - November 2013
Morgan Stanley April 2011 - December 2012
J.P. Morgan August 2008 - April 2011
Ambition June 2007 - August 2008
GE Money February 2005 - August 2006
Skills
Graduate Recruitment, Campus Placement, Talent Acquisition, Global Talent..., Global Business..., Project Management, Taleo, Financial Services, Investment Banking, APAC, Asia Pacific, Candidate Generation, Fixed Income, Equities, Equity Research, Commodity Markets, Project Planning, MIS, P&L Responsibility, Onboarding, Interviews
Education
University of Leeds 2001 — 2006
BA, Chinese and Asia Pacific Studies
RBS Markets and International Banking January 2013 - November 2013
Morgan Stanley April 2011 - December 2012
J.P. Morgan August 2008 - April 2011
Ambition June 2007 - August 2008
GE Money February 2005 - August 2006
Skills
Graduate Recruitment, Campus Placement, Talent Acquisition, Global Talent..., Global Business..., Project Management, Taleo, Financial Services, Investment Banking, APAC, Asia Pacific, Candidate Generation, Fixed Income, Equities, Equity Research, Commodity Markets, Project Planning, MIS, P&L Responsibility, Onboarding, Interviews
Education
University of Leeds 2001 — 2006
BA, Chinese and Asia Pacific Studies
Neethu Mathew's Morgan Stanley Experience 2005 - 2007
Job Senior Consultant at HCL Technologies
Industry Information Technology and Services
Experience
HCL Technologies February 2013 - Present
AEGIS Insurance Services May 2011 - February 2013
SAP Labs June 2007 - August 2010
Capgemini / Kanbay 2005 - 2007
Morgan Stanley 2005 - 2007
Manheim Auctions August 2005 - December 2005
Skills
SAP Testing, Team Leadership, SAP, SAP BI, SAP ERP, Business Intelligence, Test Management, Quality Center, Test Planning, Project Management, User Acceptance Testing, QTP, Quality Assurance, Manual Testing, SAP BW, SAP HANA, SDLC, Business Objects, Technical Training, TestPartner, Usability Testing, Crystal Reports, SAP Portal, Xcelsius, BFSI, Insurance, TeamTrack, Bugzilla, SAP SD, SAP CRM, LoadRunner, Test Automation, Unix, HP QTP, HP Quality Center
Education
TKM College of Engineering 2001 — 2005
Bachelor of Technology
University of Kerala 1999 — 2001
Pre-Degree
Bethany Highschool
Highschool
HCL Technologies February 2013 - Present
AEGIS Insurance Services May 2011 - February 2013
SAP Labs June 2007 - August 2010
Capgemini / Kanbay 2005 - 2007
Morgan Stanley 2005 - 2007
Manheim Auctions August 2005 - December 2005
Skills
SAP Testing, Team Leadership, SAP, SAP BI, SAP ERP, Business Intelligence, Test Management, Quality Center, Test Planning, Project Management, User Acceptance Testing, QTP, Quality Assurance, Manual Testing, SAP BW, SAP HANA, SDLC, Business Objects, Technical Training, TestPartner, Usability Testing, Crystal Reports, SAP Portal, Xcelsius, BFSI, Insurance, TeamTrack, Bugzilla, SAP SD, SAP CRM, LoadRunner, Test Automation, Unix, HP QTP, HP Quality Center
Education
TKM College of Engineering 2001 — 2005
Bachelor of Technology
University of Kerala 1999 — 2001
Pre-Degree
Bethany Highschool
Highschool
James R. Wombles, Jr.'s Morgan Stanley Experience 2002 - 2004
Job Regional Brokerage Manager, SVP, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC March 2012 - Present
SeaCrest Wealth Management 2009 - March 2012
Citi Global Markets / Smith Barney 2006 - 2009
Hilliard Lyons 2004 - 2006
Morgan Stanley 2002 - 2004
Morgan Stanley 2000 - 2002
Morgan Stanley 1996 - 2000
Skills
Series 7, Leadership, Relationship Management, Program Management, Wealth Management, Financial Advisory, Alternative Investments, Investment Advisory
Education
University of Kentucky
BBA
Wells Fargo Advisors, LLC March 2012 - Present
SeaCrest Wealth Management 2009 - March 2012
Citi Global Markets / Smith Barney 2006 - 2009
Hilliard Lyons 2004 - 2006
Morgan Stanley 2002 - 2004
Morgan Stanley 2000 - 2002
Morgan Stanley 1996 - 2000
Skills
Series 7, Leadership, Relationship Management, Program Management, Wealth Management, Financial Advisory, Alternative Investments, Investment Advisory
Education
University of Kentucky
BBA
Andrew Henson, CFA's Morgan Stanley Experience May 2008 - June 2010
Job Fixed Income Trading
Industry Financial Services
Experience
Norges Bank Investment Management June 2015 - Present
Bank of America Merrill Lynch July 2014 - June 2015
Citi May 2010 - June 2014
Morgan Stanley May 2008 - June 2010
Skills
web design, financial...
Education
University of Kentucky 2006 — 2008
Bachelor of Science, Finance
Norges Bank Investment Management June 2015 - Present
Bank of America Merrill Lynch July 2014 - June 2015
Citi May 2010 - June 2014
Morgan Stanley May 2008 - June 2010
Skills
web design, financial...
Education
University of Kentucky 2006 — 2008
Bachelor of Science, Finance
Brandon Pevnick, CFA, CPA's Morgan Stanley Experience March 2010 - August 2012
Job Institutional Investment Management
Industry Financial Services
Experience
Jewish Federation of Metropolitan Chicago September 2012 - Present
P&J Capital Management LLC August 2012 - Present
Morgan Stanley March 2010 - August 2012
PricewaterhouseCoopers August 2008 - March 2010
PwC June 2007 - August 2007
Skills
Asset Allocation, Investments, Financial Modeling, Investment Management, Hedge Funds
Education
University of Illinois at Urbana-Champaign - College of Business 2003 — 2008
MAS, Accounting
Parkway Central High 1999 — 2003
Jewish Federation of Metropolitan Chicago September 2012 - Present
P&J Capital Management LLC August 2012 - Present
Morgan Stanley March 2010 - August 2012
PricewaterhouseCoopers August 2008 - March 2010
PwC June 2007 - August 2007
Skills
Asset Allocation, Investments, Financial Modeling, Investment Management, Hedge Funds
Education
University of Illinois at Urbana-Champaign - College of Business 2003 — 2008
MAS, Accounting
Parkway Central High 1999 — 2003
Anthony Haack Anthony Haack's Morgan Stanley Experience March 2015 - May 2015
Job Pricing Specialist at Medline Industries, Inc.
Industry Computer Software
Experience
Medline Industries, Inc. August 2015 - Present
Morgan Stanley March 2015 - May 2015
Intelligent Medical Objects February 2014 - December 2014
Radiology Protocols August 2013 - December 2013
Interactive Health, Inc June 2013 - July 2013
Skills
Python, Testing, Program Management, Marketing Strategy, MySQL, Programming, SQL, django, PHP, HTML, Management
Education
University of Iowa 2012 — 2013
Bachelor of Arts (B.A.), Health Informatics
Medline Industries, Inc. August 2015 - Present
Morgan Stanley March 2015 - May 2015
Intelligent Medical Objects February 2014 - December 2014
Radiology Protocols August 2013 - December 2013
Interactive Health, Inc June 2013 - July 2013
Skills
Python, Testing, Program Management, Marketing Strategy, MySQL, Programming, SQL, django, PHP, HTML, Management
Education
University of Iowa 2012 — 2013
Bachelor of Arts (B.A.), Health Informatics
Matthew Chandler's Morgan Stanley Experience May 2012 - August 2013
Job Associate at RedRidge Finance Group
Industry Import and Export
Experience
RedRidge Finance Group May 2014 - Present
Morgan Stanley May 2012 - August 2013
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Teamwork, Microsoft Office, Business Networking, Business Development, Finance, Due Diligence, Portfolio Management, Social Networking
Education
University of Iowa 2010 — 2014
BBA, Finance
RedRidge Finance Group May 2014 - Present
Morgan Stanley May 2012 - August 2013
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Teamwork, Microsoft Office, Business Networking, Business Development, Finance, Due Diligence, Portfolio Management, Social Networking
Education
University of Iowa 2010 — 2014
BBA, Finance
Kim Weidler Kim Weidler's Morgan Stanley Experience March 1997 - February 1999
Job Marketing Manager InStore Environments at RR Donnelley
Industry Marketing and Advertising
Experience
RR Donnelley January 2015 - Present
Sears Holdings Corporation March 2014 - June 2014
Intellisource, Inc. December 2011 - March 2014
Discover Financial Services March 1999 - August 2002
Morgan Stanley March 1997 - February 1999
Citibank February 1996 - February 1997
Citibank May 1994 - February 1996
Citibank April 1986 - April 1994
Skills
Business, Marketing, Negotiation, Marketing Communications, Marketing Strategy, Contract Negotiation, Strategic Planning, Advertising, Product Development, Project Management, Business Strategy, Cross-functional Team..., Sales, New Business Development, Direct Marketing, Vendor Management, Trade Shows, Leadership, Management, Corporate Communications, Direct Mail, Strategy, Product Management, Copywriting
Education
Mundelein College of Loyola University, Chicago, Illinois 1983 — 1986
BA, Communications - Public Relations/Advertising
University of Iowa 1982 — 1983
Communications
RR Donnelley January 2015 - Present
Sears Holdings Corporation March 2014 - June 2014
Intellisource, Inc. December 2011 - March 2014
Discover Financial Services March 1999 - August 2002
Morgan Stanley March 1997 - February 1999
Citibank February 1996 - February 1997
Citibank May 1994 - February 1996
Citibank April 1986 - April 1994
Skills
Business, Marketing, Negotiation, Marketing Communications, Marketing Strategy, Contract Negotiation, Strategic Planning, Advertising, Product Development, Project Management, Business Strategy, Cross-functional Team..., Sales, New Business Development, Direct Marketing, Vendor Management, Trade Shows, Leadership, Management, Corporate Communications, Direct Mail, Strategy, Product Management, Copywriting
Education
Mundelein College of Loyola University, Chicago, Illinois 1983 — 1986
BA, Communications - Public Relations/Advertising
University of Iowa 1982 — 1983
Communications
Nicholas Josephs Nicholas Josephs's Morgan Stanley Experience 2006 - 2007
Job Index Product Trader at IMC financial markets & asset management
Industry Financial Services
Experience
IMC financial markets & asset management August 2012 - Present
Kane Asset Managemet, LLC April 2011 - May 2012
Cygnus Atratus January 2009 - March 2011
Cygnus Atratus May 2007 - January 2009
Morgan Stanley 2006 - 2007
University of Iowa Krause Fund August 2006 - December 2006
Enterprise Rent-A-Car May 2006 - August 2006
Skills
Options, Trading, Trading Strategies, Commodities, Risk Management, Excel, Derivatives, Electronic Trading, Equities, Trading Systems, Portfolio Management
Education
University of Iowa 2003 — 2007
Finance
IMC financial markets & asset management August 2012 - Present
Kane Asset Managemet, LLC April 2011 - May 2012
Cygnus Atratus January 2009 - March 2011
Cygnus Atratus May 2007 - January 2009
Morgan Stanley 2006 - 2007
University of Iowa Krause Fund August 2006 - December 2006
Enterprise Rent-A-Car May 2006 - August 2006
Skills
Options, Trading, Trading Strategies, Commodities, Risk Management, Excel, Derivatives, Electronic Trading, Equities, Trading Systems, Portfolio Management
Education
University of Iowa 2003 — 2007
Finance
Courtney Rogers Cervantes's Morgan Stanley Experience November 2003 - May 2005
Job Investment Consultant at Lowery Asset Consulting, LLC
Industry Investment Management
Experience
Lowery Asset Consulting, LLC December 2010 - Present
Raymond James May 2005 - December 2010
Morgan Stanley November 2003 - May 2005
Skills
Mutual Funds, Hedge Funds, Investments, Investment Advisory, Due Diligence, Valuation, Investment Management, Alternative Investments, Series 7, Portfolio Management
Education
University of Iowa - Henry B. Tippie College of Business 1999 — 2003
BBA, Finance, Minor in Accounting & Marketing
Dekalb High School
Lowery Asset Consulting, LLC December 2010 - Present
Raymond James May 2005 - December 2010
Morgan Stanley November 2003 - May 2005
Skills
Mutual Funds, Hedge Funds, Investments, Investment Advisory, Due Diligence, Valuation, Investment Management, Alternative Investments, Series 7, Portfolio Management
Education
University of Iowa - Henry B. Tippie College of Business 1999 — 2003
BBA, Finance, Minor in Accounting & Marketing
Dekalb High School
Jim Wombles's Morgan Stanley Experience June 1998 - September 1999
Job Business Development Manager at Southeast Printing and Mailing
Industry Printing
Experience
Southeast Printing and Mailing April 2013 - Present
Giant Printing & Graphics October 2008 - December 2012
Cengage Learning August 2006 - October 2009
Paychex July 2003 - March 2006
Merrill Lynch September 1999 - November 2003
Morgan Stanley June 1998 - September 1999
Skills
Textbooks, Small Business, Business Management, Payroll, Publishing, Start-ups, Business, Entrepreneurship, Management, Account Management, Marketing, Business Networking, B2B, Strategy, Sales, Strategic Partnerships, Lead Generation, Email Marketing, Social Media Marketing, Online Marketing
Education
University of Kentucky 1992 — 1997
BS, Business Management
Southeast Printing and Mailing April 2013 - Present
Giant Printing & Graphics October 2008 - December 2012
Cengage Learning August 2006 - October 2009
Paychex July 2003 - March 2006
Merrill Lynch September 1999 - November 2003
Morgan Stanley June 1998 - September 1999
Skills
Textbooks, Small Business, Business Management, Payroll, Publishing, Start-ups, Business, Entrepreneurship, Management, Account Management, Marketing, Business Networking, B2B, Strategy, Sales, Strategic Partnerships, Lead Generation, Email Marketing, Social Media Marketing, Online Marketing
Education
University of Kentucky 1992 — 1997
BS, Business Management
Grant Nicholson Grant Nicholson's Morgan Stanley Experience January 2010 - September 2012
Job Vice President, Databases at DTCC
Industry Information Technology and Services
Experience
DTCC September 2012 - Present
Morgan Stanley January 2010 - September 2012
Morgan Stanley August 1998 - December 2009
Keane August 1998 - August 2004
CyLogix August 1998 - 2002
Business Software Alliance July 1996 - August 1998
McCarthy Information Systems June 1994 - July 1996
South African Warehousing Services January 1991 - June 1994
Unilever South Africa 1991 - 1994
Skills
Data Warehousing, Sybase, Business Intelligence, DB2, Informatica, Mainframe, Master Data Management, ETL, Data Integration, Databases, SDLC, Unix, Perl, Business Objects, Systems Analysis, Database Design, IT Strategy, Software Project..., Data Quality, Oracle, Enterprise Architecture, Disaster Recovery, JCL, Integration, Trading Systems, Business Analysis
Education
University of KwaZulu-Natal 1988 — 1990
B.Sc (cum laude)
DTCC September 2012 - Present
Morgan Stanley January 2010 - September 2012
Morgan Stanley August 1998 - December 2009
Keane August 1998 - August 2004
CyLogix August 1998 - 2002
Business Software Alliance July 1996 - August 1998
McCarthy Information Systems June 1994 - July 1996
South African Warehousing Services January 1991 - June 1994
Unilever South Africa 1991 - 1994
Skills
Data Warehousing, Sybase, Business Intelligence, DB2, Informatica, Mainframe, Master Data Management, ETL, Data Integration, Databases, SDLC, Unix, Perl, Business Objects, Systems Analysis, Database Design, IT Strategy, Software Project..., Data Quality, Oracle, Enterprise Architecture, Disaster Recovery, JCL, Integration, Trading Systems, Business Analysis
Education
University of KwaZulu-Natal 1988 — 1990
B.Sc (cum laude)
Blair West's Morgan Stanley Experience November 2011 - September 2012
Job Manager at Accenture
Industry Investment Banking
Experience
Accenture April 2014 - Present
Lloyds Banking Group September 2012 - April 2014
Morgan Stanley November 2011 - September 2012
Moody's Investors Service September 2011 - February 2012
Deutsche Bank March 2010 - March 2011
Skills
Credit, Equities, MIS, Risk Management, Customer Relations, Accounting, Derivatives, Portfolio Management, Operations Management, Capital Markets, Analysis, Credit Derivatives, Business Planning, Investment Banking, Budgets, Valuation, SharePoint, Bloomberg, Financial Reporting, Emerging Markets, Trading, Investments, Access, Data Analysis, Mergers, Customer Service, Banking, Financial Markets, Financial Risk, Private Equity, Swaps, Management, Collateral Management, Business Analysis, Corporate Finance, Financial Modeling, Due Diligence, Middle Office, Fixed Income, Credit Risk, Credit Analysis, Financial Analysis, Project Management, Market Research, Finance, Hedge Funds, Economics
Education
St. Mary's University College Twickenham 2010 — 2011
MBA, International Business Practices
University of Kentucky 2004 — 2008
BA, International Economics and German
Accenture April 2014 - Present
Lloyds Banking Group September 2012 - April 2014
Morgan Stanley November 2011 - September 2012
Moody's Investors Service September 2011 - February 2012
Deutsche Bank March 2010 - March 2011
Skills
Credit, Equities, MIS, Risk Management, Customer Relations, Accounting, Derivatives, Portfolio Management, Operations Management, Capital Markets, Analysis, Credit Derivatives, Business Planning, Investment Banking, Budgets, Valuation, SharePoint, Bloomberg, Financial Reporting, Emerging Markets, Trading, Investments, Access, Data Analysis, Mergers, Customer Service, Banking, Financial Markets, Financial Risk, Private Equity, Swaps, Management, Collateral Management, Business Analysis, Corporate Finance, Financial Modeling, Due Diligence, Middle Office, Fixed Income, Credit Risk, Credit Analysis, Financial Analysis, Project Management, Market Research, Finance, Hedge Funds, Economics
Education
St. Mary's University College Twickenham 2010 — 2011
MBA, International Business Practices
University of Kentucky 2004 — 2008
BA, International Economics and German
Chris Doughty, CFP®, CRPC® Chris Doughty, CFP®, CRPC®'s Morgan Stanley Experience 1994 - 1996
Job President at Gentian Financial, Inc.
Industry Financial Services
Experience
Gentian Financial, Inc. January 2015 - Present
Globall Giving 2012 - Present
Alliance Wealth Management, Inc. December 2006 - December 2014
Ziegler 1998 - December 2006
Cleary Gull Advisors, Inc. 1996 - 1998
Morgan Stanley 1994 - 1996
Skills
Investments, Portfolio Management, Financial Analysis, Business Strategy, Equities, Valuation, Financial Modeling, Asset Management, Due Diligence, Capital Markets, Strategic Financial..., Risk Management, Strategic Planning, Private Equity, Mergers & Acquisitions, Corporate Finance, Asset Allocation
Education
University of Iowa
Business
University of Northern Iowa
Economics
Gentian Financial, Inc. January 2015 - Present
Globall Giving 2012 - Present
Alliance Wealth Management, Inc. December 2006 - December 2014
Ziegler 1998 - December 2006
Cleary Gull Advisors, Inc. 1996 - 1998
Morgan Stanley 1994 - 1996
Skills
Investments, Portfolio Management, Financial Analysis, Business Strategy, Equities, Valuation, Financial Modeling, Asset Management, Due Diligence, Capital Markets, Strategic Financial..., Risk Management, Strategic Planning, Private Equity, Mergers & Acquisitions, Corporate Finance, Asset Allocation
Education
University of Iowa
Business
University of Northern Iowa
Economics
Lihan Wang's Morgan Stanley Experience 2001 - 2002
Job Market Research and Product Management at W&W Sens Devices Inc.
Industry Telecommunications
Experience
W&W Sens Devices Inc. January 2014 - Present
Fuel Mule, Inc. January 2012 - January 2013
International Solar Tech Inc January 2009 - January 2012
UBS Wealth Management November 2007 - November 2008
Morgan Stanley 2001 - 2002
Education
University of Leeds 2004 — 2005
MSc, Business Management
University of Michigan 2000 — 2004
LS&A, Economics
W&W Sens Devices Inc. January 2014 - Present
Fuel Mule, Inc. January 2012 - January 2013
International Solar Tech Inc January 2009 - January 2012
UBS Wealth Management November 2007 - November 2008
Morgan Stanley 2001 - 2002
Education
University of Leeds 2004 — 2005
MSc, Business Management
University of Michigan 2000 — 2004
LS&A, Economics
Dylan Cunningham's Morgan Stanley Experience May 2015 - August 2015
Job Student at University of Kentucky
Industry Financial Services
Experience
Morgan Stanley May 2015 - August 2015
Skills
Marketing, Social Media, Time Management, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Customer Service, Research, Event Planning
Education
University of Kentucky 2011 — 2015
Bachelor of Science (BS), Business/Corporate Communications
Morgan Stanley May 2015 - August 2015
Skills
Marketing, Social Media, Time Management, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Customer Service, Research, Event Planning
Education
University of Kentucky 2011 — 2015
Bachelor of Science (BS), Business/Corporate Communications
Nicholas Korn's Morgan Stanley Experience June 2014 - Present
Job Financial Planning Associate, Registered Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Wells Fargo Advisors October 2013 - June 2014
Education
University of Illinois at Urbana-Champaign 2009 — 2013
Bachelor’s Degree, Communication
Morgan Stanley June 2014 - Present
Wells Fargo Advisors October 2013 - June 2014
Education
University of Illinois at Urbana-Champaign 2009 — 2013
Bachelor’s Degree, Communication
Reid Frumkin Reid Frumkin's Morgan Stanley Experience April 2013 - April 2014
Job Investment Counselor at Fisher Investments
Industry Financial Services
Experience
Fisher Investments April 2014 - Present
Morgan Stanley April 2013 - April 2014
Opti Staffing Group September 2012 - March 2013
Dump City Dumplings, LLC April 2010 - September 2012
Merrill Lynch August 2007 - June 2011
Skills
Investment Advisory, Strategic Financial..., Investments, Economics, Series 7, Series 66, Account Management, Quickbooks, Business Planning
Education
University of Iowa 2003 — 2007
B.B.A., Finance
Fisher Investments April 2014 - Present
Morgan Stanley April 2013 - April 2014
Opti Staffing Group September 2012 - March 2013
Dump City Dumplings, LLC April 2010 - September 2012
Merrill Lynch August 2007 - June 2011
Skills
Investment Advisory, Strategic Financial..., Investments, Economics, Series 7, Series 66, Account Management, Quickbooks, Business Planning
Education
University of Iowa 2003 — 2007
B.B.A., Finance
Roger Smith, CIMA®, CFP®'s Morgan Stanley Experience May 2006 - April 2008
Job Senior VicePresident, Senior Wealth Advisor Vectra Wealth Advisors
Industry Financial Services
Experience
Vectra Bank Colorado, Vectra Wealth Advisors October 2014 - Present
BOK Financial April 2013 - October 2014
Ashfield Capital Partners, LLC August 2011 - April 2013
UBS Wealth Management May 2009 - April 2011
UBS Wealth Management April 2008 - May 2009
Morgan Stanley May 2006 - April 2008
Morgan Stanley January 2004 - May 2006
Morgan Stanley October 1999 - December 2003
Merrill Lynch August 1994 - October 1999
Securities Corporation of Iowa June 1989 - July 1994
Skills
New Business Development, Client Acquisition, Certified Financial..., Certified Investment..., Client Retention, Variable Annuities, Alternative Investments, Seperate Managed..., Unified Managed Accounts, Mutual Funds, Wealth Management..., 401k, Asset Allocation, Asset Management, Financial Advisory, Financial Services, Fixed Annuities, Investment Advisory, Investments, Portfolio Management, Retirement, Retirement Planning, Separately Managed..., Series 63, Series 65, Series 7, Strategic Financial..., Wealth Management, Investment Management
Education
University of Iowa - Henry B. Tippie College of Business
BBA, Finance
Wharton School of Business- IMCA Program
Vectra Bank Colorado, Vectra Wealth Advisors October 2014 - Present
BOK Financial April 2013 - October 2014
Ashfield Capital Partners, LLC August 2011 - April 2013
UBS Wealth Management May 2009 - April 2011
UBS Wealth Management April 2008 - May 2009
Morgan Stanley May 2006 - April 2008
Morgan Stanley January 2004 - May 2006
Morgan Stanley October 1999 - December 2003
Merrill Lynch August 1994 - October 1999
Securities Corporation of Iowa June 1989 - July 1994
Skills
New Business Development, Client Acquisition, Certified Financial..., Certified Investment..., Client Retention, Variable Annuities, Alternative Investments, Seperate Managed..., Unified Managed Accounts, Mutual Funds, Wealth Management..., 401k, Asset Allocation, Asset Management, Financial Advisory, Financial Services, Fixed Annuities, Investment Advisory, Investments, Portfolio Management, Retirement, Retirement Planning, Separately Managed..., Series 63, Series 65, Series 7, Strategic Financial..., Wealth Management, Investment Management
Education
University of Iowa - Henry B. Tippie College of Business
BBA, Finance
Wharton School of Business- IMCA Program
Joseph Millhouse's Morgan Stanley Experience July 2015 - Present
Job Private Banker at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
Wells Fargo Home Mortgage May 2011 - July 2014
Time Warner Cable June 2008 - August 2008
BearingPoint June 2007 - August 2007
Skills
Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Research
Education
University of Louisiana at Monroe 2008 — 2010
Communication Studies, Business Administration and Management, General
Western Kentucky University 2006 — 2008
Communication, General
Morgan Stanley July 2015 - Present
Wells Fargo Home Mortgage May 2011 - July 2014
Time Warner Cable June 2008 - August 2008
BearingPoint June 2007 - August 2007
Skills
Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Research
Education
University of Louisiana at Monroe 2008 — 2010
Communication Studies, Business Administration and Management, General
Western Kentucky University 2006 — 2008
Communication, General
Scott Felgenhauer Scott Felgenhauer's Morgan Stanley Experience September 2001 - December 2001
Job Managing Director at SNI Companies
Industry Staffing and Recruiting
Experience
SNI Companies July 2015 - Present
Accounting Now November 2014 - June 2015
GHC Mechanical, Inc February 2012 - October 2014
Advantage Professional May 2011 - February 2012
Addison Search February 2010 - April 2011
Jackson Wabash (The MPS Group) March 2005 - February 2010
AIN Plastics (ThyssenKrupp) October 2004 - February 2005
Harrington Industrial Plastics January 2002 - October 2004
Morgan Stanley September 2001 - December 2001
The MONY Group December 2000 - August 2001
Skills
New Business Development, Account Management, Cold Calling, Recruiting, Applicant Tracking..., Talent Acquisition, Customer Service, Sales, Contract Negotiation, Negotiation, Technical Recruiting, Sales Management, Sourcing, Employee Relations, Strategic Planning, Process Improvement, Budgets, Temporary Staffing, Microsoft Office, Team Building, Leadership, Management
Education
University of Iowa 1993 — 1998
BA, English
Schaumburg High School 1989 — 1993
SNI Companies July 2015 - Present
Accounting Now November 2014 - June 2015
GHC Mechanical, Inc February 2012 - October 2014
Advantage Professional May 2011 - February 2012
Addison Search February 2010 - April 2011
Jackson Wabash (The MPS Group) March 2005 - February 2010
AIN Plastics (ThyssenKrupp) October 2004 - February 2005
Harrington Industrial Plastics January 2002 - October 2004
Morgan Stanley September 2001 - December 2001
The MONY Group December 2000 - August 2001
Skills
New Business Development, Account Management, Cold Calling, Recruiting, Applicant Tracking..., Talent Acquisition, Customer Service, Sales, Contract Negotiation, Negotiation, Technical Recruiting, Sales Management, Sourcing, Employee Relations, Strategic Planning, Process Improvement, Budgets, Temporary Staffing, Microsoft Office, Team Building, Leadership, Management
Education
University of Iowa 1993 — 1998
BA, English
Schaumburg High School 1989 — 1993
Phil Hanna's Morgan Stanley Experience May 2015 - Present
Job First Vice President Wealth Management at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2015 - Present
Skills
Portfolio Management,...
Education
University of Kentucky 1986 — 1990
BBA
Morgan Stanley May 2015 - Present
Skills
Portfolio Management,...
Education
University of Kentucky 1986 — 1990
BBA
Frank Robledo's Morgan Stanley Experience July 2001 - April 2004
Job Branch Manager at Banc Home Loans
Industry Real Estate
Experience
Banc Home Loans August 2014 - Present
Carrington Mortgage Services September 2013 - July 2014
The Lending Company April 2012 - August 2013
Freedom Mortgage Funding August 2005 - March 2010
Nationwide Discount Home Loans April 2004 - August 2005
Morgan Stanley July 2001 - April 2004
Skills
Master Negotiator, Fluent in Spanish, Negotiation, Contract Negotiation, Management, Customer Service, Public Speaking, New Business Development, Sports, PowerPoint, Business Development, Marketing, Team Building, Hockey, Sales, Social Media Marketing, Strategic Financial..., Social Media, Social Networking, Recruiting, Sports Marketing, Event Management, Sports Management, Finance, Time Management, Coaching, Sponsorship, Leadership, Golf, Small Business, Baseball, Event Planning, Sponsorship Sales, Mortgage Lending, Fundraising, Public Relations, Sports Coaching, Athletics, Online Marketing, Entrepreneurship, Advertising, Football, Sales Management, Club, Soccer, Marketing Communications, Marketing Strategy, Strategic Partnerships, Budgets, Business Planning
Education
University of La Verne 1999 — 2001
Business Management
Huntington Park HS 1995 — 1998
Diploma
Sports Management World Wide
Banc Home Loans August 2014 - Present
Carrington Mortgage Services September 2013 - July 2014
The Lending Company April 2012 - August 2013
Freedom Mortgage Funding August 2005 - March 2010
Nationwide Discount Home Loans April 2004 - August 2005
Morgan Stanley July 2001 - April 2004
Skills
Master Negotiator, Fluent in Spanish, Negotiation, Contract Negotiation, Management, Customer Service, Public Speaking, New Business Development, Sports, PowerPoint, Business Development, Marketing, Team Building, Hockey, Sales, Social Media Marketing, Strategic Financial..., Social Media, Social Networking, Recruiting, Sports Marketing, Event Management, Sports Management, Finance, Time Management, Coaching, Sponsorship, Leadership, Golf, Small Business, Baseball, Event Planning, Sponsorship Sales, Mortgage Lending, Fundraising, Public Relations, Sports Coaching, Athletics, Online Marketing, Entrepreneurship, Advertising, Football, Sales Management, Club, Soccer, Marketing Communications, Marketing Strategy, Strategic Partnerships, Budgets, Business Planning
Education
University of La Verne 1999 — 2001
Business Management
Huntington Park HS 1995 — 1998
Diploma
Sports Management World Wide
Lindsey Weiss's Morgan Stanley Experience July 2014 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2014 - Present
American Health and Wellness Group January 2014 - July 2014
Simon Property Group November 2013 - December 2013
Simon Property Group May 2013 - August 2013
Carmel Ice Skadium February 2013 - February 2013
American Health and Wellness Group 2007 - December 2012
Education
Butler University 2011 — 2013
Bachelors, International Studies; International Business, Senior
University of Indianapolis 2009 — 2011
International Relations; Business and Studio Art Minors
The Leelanau School 2006 — 2009
Morgan Stanley July 2014 - Present
American Health and Wellness Group January 2014 - July 2014
Simon Property Group November 2013 - December 2013
Simon Property Group May 2013 - August 2013
Carmel Ice Skadium February 2013 - February 2013
American Health and Wellness Group 2007 - December 2012
Education
Butler University 2011 — 2013
Bachelors, International Studies; International Business, Senior
University of Indianapolis 2009 — 2011
International Relations; Business and Studio Art Minors
The Leelanau School 2006 — 2009
Mark W. McCaw's Morgan Stanley Experience October 1998 - November 2008
Job Senior Vice President & Senior Portfolio Manager at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management November 2008 - Present
Morgan Stanley October 1998 - November 2008
Merrill Lynch October 1990 - October 1998
Skills
Portfolio Management, Portfolio Risk Auditor, Wealth Management, Financial Planning
Education
University of Kentucky 1976 — 1985
BA, Business Finance & Economics
UBS Wealth Management November 2008 - Present
Morgan Stanley October 1998 - November 2008
Merrill Lynch October 1990 - October 1998
Skills
Portfolio Management, Portfolio Risk Auditor, Wealth Management, Financial Planning
Education
University of Kentucky 1976 — 1985
BA, Business Finance & Economics
Nicholas Calabrese Nicholas Calabrese's Morgan Stanley Experience June 2015 - Present
Job Student at University of Iowa
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Skills
Leadership, Vocal, Organization Skills, Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Microsoft Word, Public Speaking, Management, Research, Social Media, Event Planning
Education
University of Iowa 2012 — 2016
Finance, General
University of Iowa 2012 — 2016
Finance, General
Morgan Stanley June 2015 - Present
Skills
Leadership, Vocal, Organization Skills, Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Microsoft Word, Public Speaking, Management, Research, Social Media, Event Planning
Education
University of Iowa 2012 — 2016
Finance, General
University of Iowa 2012 — 2016
Finance, General
Drew Speight Drew Speight's Morgan Stanley Experience June 2008 - August 2008
Job Portfolio Manager at U.S. Trust
Industry Investment Management
Experience
U.S. Trust August 2014 - Present
U.S. Trust November 2011 - August 2014
Bank of America Merrill Lynch September 2010 - October 2011
Morgan Stanley June 2008 - August 2008
Skills
Portfolio Management, Investments, Asset Allocation, Wealth Management, Investment Strategies, Financial Modeling, Asset Management, Forecasting, Investment Advisory, Mutual Funds, Securities, Bloomberg
Education
University of Iowa - Henry B. Tippie College of Business 2005 — 2010
B.B.A, Finance, Entrepreneurial Management
U.S. Trust August 2014 - Present
U.S. Trust November 2011 - August 2014
Bank of America Merrill Lynch September 2010 - October 2011
Morgan Stanley June 2008 - August 2008
Skills
Portfolio Management, Investments, Asset Allocation, Wealth Management, Investment Strategies, Financial Modeling, Asset Management, Forecasting, Investment Advisory, Mutual Funds, Securities, Bloomberg
Education
University of Iowa - Henry B. Tippie College of Business 2005 — 2010
B.B.A, Finance, Entrepreneurial Management
Brett Kraus's Morgan Stanley Experience May 2015 - Present
Job GIS Analyst at Morgan Stanley
Industry Computer Software
Experience
Morgan Stanley May 2015 - Present
Pacific Disaster Center May 2014 - May 2015
The University of Iowa August 2011 - May 2015
Southern Tide August 2012 - April 2015
Oak Hill Marina May 2011 - August 2013
Skills
GIS, Geography, Customer Service, Team Leadership, Public Speaking, Marketing, Python, Microsoft Office, Problem Solving, AutoCAD, Data Analysis, Web Development, JavaScript, Photoshop, Sustainability, PowerPoint
Education
University of Iowa
Bachelor of Science (B.S.), GIS & Sustainability, Senior
Morgan Stanley May 2015 - Present
Pacific Disaster Center May 2014 - May 2015
The University of Iowa August 2011 - May 2015
Southern Tide August 2012 - April 2015
Oak Hill Marina May 2011 - August 2013
Skills
GIS, Geography, Customer Service, Team Leadership, Public Speaking, Marketing, Python, Microsoft Office, Problem Solving, AutoCAD, Data Analysis, Web Development, JavaScript, Photoshop, Sustainability, PowerPoint
Education
University of Iowa
Bachelor of Science (B.S.), GIS & Sustainability, Senior
Tara Pavlatos's Morgan Stanley Experience May 2008 - August 2008
Job Senior Financial Analyst at Kraft Foods Group
Industry Financial Services
Experience
The Kraft Heinz Company June 2012 - Present
The Kraft Heinz Company February 2012 - Present
Kraft Foods Group June 2010 - June 2012
Kraft Foods Group January 2009 - June 2010
Morgan Stanley May 2008 - August 2008
Northwestern Mutual May 2007 - May 2008
Skills
Microsoft Excel, Accounting, SAP, Finance, Internal Controls, PowerPoint, Microsoft Office, Budgets, Cost Accounting, Microsoft Word, Risk Management, Data Analysis, General Ledger, Financial Analysis
Education
University of Illinois at Urbana-Champaign - College of Business 2004 — 2008
Bachelor's degrees, Finance & Business Administration-Marketing
The Kraft Heinz Company June 2012 - Present
The Kraft Heinz Company February 2012 - Present
Kraft Foods Group June 2010 - June 2012
Kraft Foods Group January 2009 - June 2010
Morgan Stanley May 2008 - August 2008
Northwestern Mutual May 2007 - May 2008
Skills
Microsoft Excel, Accounting, SAP, Finance, Internal Controls, PowerPoint, Microsoft Office, Budgets, Cost Accounting, Microsoft Word, Risk Management, Data Analysis, General Ledger, Financial Analysis
Education
University of Illinois at Urbana-Champaign - College of Business 2004 — 2008
Bachelor's degrees, Finance & Business Administration-Marketing
Parker Ryle's Morgan Stanley Experience January 2013 - August 2013
Job Financial Analyst at Cummins Inc.
Industry Machinery
Experience
Cummins Inc. June 2015 - Present
Valvoline November 2014 - April 2015
Valvoline September 2013 - November 2014
Morgan Stanley January 2013 - August 2013
Skills
Financial Analysis, Sales, Finance, Marketing, Accounting, Microsoft Word, Microsoft Excel, PowerPoint, Financial Statements, Data Analysis, Teamwork, Microsoft Office, Leadership, High Achiever, Context, Learner, Focus, Competition, QuickBooks, Budgets
Education
University of Kentucky 2011 — 2015
Bachelor of Arts (B.A.) - Finance, Bachelor of Science (B.S.) - Accounting, Accounting and Finance, 3.89
Cummins Inc. June 2015 - Present
Valvoline November 2014 - April 2015
Valvoline September 2013 - November 2014
Morgan Stanley January 2013 - August 2013
Skills
Financial Analysis, Sales, Finance, Marketing, Accounting, Microsoft Word, Microsoft Excel, PowerPoint, Financial Statements, Data Analysis, Teamwork, Microsoft Office, Leadership, High Achiever, Context, Learner, Focus, Competition, QuickBooks, Budgets
Education
University of Kentucky 2011 — 2015
Bachelor of Arts (B.A.) - Finance, Bachelor of Science (B.S.) - Accounting, Accounting and Finance, 3.89
LAUREN MIELI LAUREN MIELI's Morgan Stanley Experience February 2008 - February 2011
Job Vice President, Marketing at Halock Security Labs
Industry Computer & Network Security
Experience
Halock Security Labs March 2013 - Present
The Catnip Times January 2012 - Present
Restaurant.com June 2011 - March 2013
Morgan Stanley February 2008 - February 2011
Discover Financial Services January 2006 - February 2008
Citi June 2001 - January 2006
GE Capital January 2000 - June 2001
Allstate August 1997 - January 2000
Skills
Lead Generation, Marketing Strategy, Analytics, Integrated Marketing, Social Media Marketing, Direct Marketing, Marketing, CRM, Leadership, Sales, B2B Marketing, B2C Marketing, Marketing Research, Entrepreneurship, Program Management, Management, Multi-channel Marketing, Advertising, PPC, Loyalty Marketing, Digital Media, Online Advertising, Public Relations, Creative Direction, Online Marketing, Customer Retention, Social Media, E-commerce, Sales Operations, Content Management, Marketing Automation, Team Leadership, Strategic Partnerships, Customer Acquisition, Marketing Management, Product Marketing, Lead Nurturing, WordPress, Salesforce.com, New Business Development, Customer Engagement, Inbound Lead Generation, Marketing Operations, Financial Management, Inbound Marketing, Financial Analysis
Education
Glenbrook South High School
University of Iowa
BBA
Halock Security Labs March 2013 - Present
The Catnip Times January 2012 - Present
Restaurant.com June 2011 - March 2013
Morgan Stanley February 2008 - February 2011
Discover Financial Services January 2006 - February 2008
Citi June 2001 - January 2006
GE Capital January 2000 - June 2001
Allstate August 1997 - January 2000
Skills
Lead Generation, Marketing Strategy, Analytics, Integrated Marketing, Social Media Marketing, Direct Marketing, Marketing, CRM, Leadership, Sales, B2B Marketing, B2C Marketing, Marketing Research, Entrepreneurship, Program Management, Management, Multi-channel Marketing, Advertising, PPC, Loyalty Marketing, Digital Media, Online Advertising, Public Relations, Creative Direction, Online Marketing, Customer Retention, Social Media, E-commerce, Sales Operations, Content Management, Marketing Automation, Team Leadership, Strategic Partnerships, Customer Acquisition, Marketing Management, Product Marketing, Lead Nurturing, WordPress, Salesforce.com, New Business Development, Customer Engagement, Inbound Lead Generation, Marketing Operations, Financial Management, Inbound Marketing, Financial Analysis
Education
Glenbrook South High School
University of Iowa
BBA
Jeff Hawley's Morgan Stanley Experience 2000 - 2002
Job First Vice President Investments and Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 2002 - Present
Morgan Stanley 2000 - 2002
Legg Mason 1983 - 1999
Palomar Financial (AMEX: PFN; later privatized) 1977 - 1982
Olinkraft, Inc (NYSE: OKF; acq. by Johns Manville who was acq. by Berkshire Hathaway) 1974 - 1977
Peat, Marwick, Mitchell & Co. (now KPMG) 1970 - 1974
Education
CBOE Options Institute
Chicago, Illinois; Diploma
University of Louisiana at Monroe 1974 — 1978
M. B. A., Management
Louisiana Tech University 1966 — 1970
B. S., Accounting, Finance, Economics
Wells Fargo Advisors, LLC 2002 - Present
Morgan Stanley 2000 - 2002
Legg Mason 1983 - 1999
Palomar Financial (AMEX: PFN; later privatized) 1977 - 1982
Olinkraft, Inc (NYSE: OKF; acq. by Johns Manville who was acq. by Berkshire Hathaway) 1974 - 1977
Peat, Marwick, Mitchell & Co. (now KPMG) 1970 - 1974
Education
CBOE Options Institute
Chicago, Illinois; Diploma
University of Louisiana at Monroe 1974 — 1978
M. B. A., Management
Louisiana Tech University 1966 — 1970
B. S., Accounting, Finance, Economics
Brennan Lockhart's Morgan Stanley Experience May 2012 - August 2012
Job at GE Appliances
Industry Consumer Goods
Experience
GE Appliances March 2015 - Present
Bank of England, Mortgage Division August 2014 - March 2015
Total Quality Logistics April 2014 - July 2014
Morgan Stanley May 2012 - August 2012
SWH Supply May 2011 - August 2011
Cheddar's Casual Café August 2010 - May 2011
Skills
Microsoft Office, Time Management, Microsoft Excel, Leadership, Sales, Organization, Sponsorship Acuisition, Interpersonal Skill, Communication, Community Service, Teamwork, Research, Customer Service
Education
University of Kentucky 2009 — 2013
Bachelor of Science (B.S.), Corporate Communication, Graduate
Saint Xavier High School, Louisville, KY 2005 — 2009
GE Appliances March 2015 - Present
Bank of England, Mortgage Division August 2014 - March 2015
Total Quality Logistics April 2014 - July 2014
Morgan Stanley May 2012 - August 2012
SWH Supply May 2011 - August 2011
Cheddar's Casual Café August 2010 - May 2011
Skills
Microsoft Office, Time Management, Microsoft Excel, Leadership, Sales, Organization, Sponsorship Acuisition, Interpersonal Skill, Communication, Community Service, Teamwork, Research, Customer Service
Education
University of Kentucky 2009 — 2013
Bachelor of Science (B.S.), Corporate Communication, Graduate
Saint Xavier High School, Louisville, KY 2005 — 2009
Ben Coene Ben Coene's Morgan Stanley Experience January 2014 - Present
Job Technology Investment Banking Associate at Morgan Stanley
Industry Banking
Experience
Morgan Stanley January 2014 - Present
Morgan Stanley August 2013 - January 2014
Morgan Stanley February 2011 - August 2013
Royal Park Investments October 2010 - February 2011
Morgan Stanley June 2010 - September 2010
KBC Bank March 2010 - June 2010
Skills
Financial Modeling, Valuation, Corporate Finance, Structured Finance, Financial Analysis, Bloomberg, Investment Banking, Mergers, Excel, French, Word, English, Microsoft Office, PowerPoint, Mergers & Acquisitions, LBO
Education
University of Leuven 2005 — 2010
Sint-Jan Berchmanscollege
Morgan Stanley January 2014 - Present
Morgan Stanley August 2013 - January 2014
Morgan Stanley February 2011 - August 2013
Royal Park Investments October 2010 - February 2011
Morgan Stanley June 2010 - September 2010
KBC Bank March 2010 - June 2010
Skills
Financial Modeling, Valuation, Corporate Finance, Structured Finance, Financial Analysis, Bloomberg, Investment Banking, Mergers, Excel, French, Word, English, Microsoft Office, PowerPoint, Mergers & Acquisitions, LBO
Education
University of Leuven 2005 — 2010
Sint-Jan Berchmanscollege
Sara Plunkett-Grissom's Morgan Stanley Experience 2012 - 2013
Job Registrar at Dugger Union Community Schools
Industry Education Management
Experience
Dugger Union Community Schools July 2015 - Present
Springer Insurance & Financial Services, Inc. July 2013 - July 2015
Morgan Stanley 2012 - 2013
SFS Financial Services 2012 - 2012
ING 2000 - 2005
NatCity Investments 1998 - 2000
Education
University of Indianapolis
B.S., Organizational Leadership
Dugger Union Community Schools July 2015 - Present
Springer Insurance & Financial Services, Inc. July 2013 - July 2015
Morgan Stanley 2012 - 2013
SFS Financial Services 2012 - 2012
ING 2000 - 2005
NatCity Investments 1998 - 2000
Education
University of Indianapolis
B.S., Organizational Leadership
Ashley Musfeldt's Morgan Stanley Experience July 2002 - Present
Job Executive Director, Credit Strategist at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2002 - Present
Morgan Stanley July 2004 - April 2007
Morgan Stanley July 2002 - July 2004
Skills
Credit Derivatives, Fixed Income, Research, Fixed Income Research, Structured Products, Trading, Credit, Public Finance, Derivatives, Series 7, Alternative Investments, Bloomberg, Hedge Funds, Capital Markets, Fixed Income Analysis, Investments, Financial Modeling, Investment Banking
Education
University of Pennsylvania 1998 — 2002
Bachelor of Arts, Economics
Katholieke Universiteit Leuven 2000 — 2000
Morgan Stanley July 2002 - Present
Morgan Stanley July 2004 - April 2007
Morgan Stanley July 2002 - July 2004
Skills
Credit Derivatives, Fixed Income, Research, Fixed Income Research, Structured Products, Trading, Credit, Public Finance, Derivatives, Series 7, Alternative Investments, Bloomberg, Hedge Funds, Capital Markets, Fixed Income Analysis, Investments, Financial Modeling, Investment Banking
Education
University of Pennsylvania 1998 — 2002
Bachelor of Arts, Economics
Katholieke Universiteit Leuven 2000 — 2000
Tom Claeys's Morgan Stanley Experience 2005 - 2008
Job Private Investor
Industry Financial Services
Experience
Self Employed April 2010 - Present
American National Investment Advisors, LLC August 2009 - April 2010
Morgan Stanley 2005 - 2008
Household Commercial 1987 - 1995
Skills
Portfolio Management, Strategic Financial..., Finance
Education
University of Illinois at Urbana-Champaign - College of Business
Bachelor's, Finance
Self Employed April 2010 - Present
American National Investment Advisors, LLC August 2009 - April 2010
Morgan Stanley 2005 - 2008
Household Commercial 1987 - 1995
Skills
Portfolio Management, Strategic Financial..., Finance
Education
University of Illinois at Urbana-Champaign - College of Business
Bachelor's, Finance
Jake Rickmon, CPA's Morgan Stanley Experience July 2008 - August 2008
Job Accounting Supervisor at Verizon
Industry Telecommunications
Experience
Verizon May 2015 - Present
Verizon May 2014 - May 2015
Verizon August 2013 - May 2014
NDH Group, Ltd. September 2012 - August 2013
KPMG August 2011 - September 2012
University of Illinois at Urbana-Champaign August 2010 - May 2011
KPMG January 2010 - March 2010
Kemper CPA Group LLP August 2009 - December 2009
Morgan Stanley July 2008 - August 2008
State Farm Insurance February 2008 - April 2008
Skills
GAAP, Assurance, Financial Accounting, Auditing, Sarbanes-Oxley Act, Financial Reporting, Tax, Accounting, Business Valuation, Financial Audits, US GAAP, Internal Controls, General Ledger, Financial Analysis, Corporate Tax, Big 4, Tax Preparation, Forensic Accounting, Income Tax, Internal Audit
Education
University of Illinois at Urbana-Champaign - College of Business 2010 — 2011
Masters, Accounting
University of Illinois at Urbana-Champaign - College of Business 2006 — 2010
Bachelors, Accountancy
Verizon May 2015 - Present
Verizon May 2014 - May 2015
Verizon August 2013 - May 2014
NDH Group, Ltd. September 2012 - August 2013
KPMG August 2011 - September 2012
University of Illinois at Urbana-Champaign August 2010 - May 2011
KPMG January 2010 - March 2010
Kemper CPA Group LLP August 2009 - December 2009
Morgan Stanley July 2008 - August 2008
State Farm Insurance February 2008 - April 2008
Skills
GAAP, Assurance, Financial Accounting, Auditing, Sarbanes-Oxley Act, Financial Reporting, Tax, Accounting, Business Valuation, Financial Audits, US GAAP, Internal Controls, General Ledger, Financial Analysis, Corporate Tax, Big 4, Tax Preparation, Forensic Accounting, Income Tax, Internal Audit
Education
University of Illinois at Urbana-Champaign - College of Business 2010 — 2011
Masters, Accounting
University of Illinois at Urbana-Champaign - College of Business 2006 — 2010
Bachelors, Accountancy
Thomas Sheedy McGeorge, CFP®, CRPC®'s Morgan Stanley Experience September 2015 - Present
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2015 - Present
Morgan Stanley November 2014 - August 2015
Morgan Stanley July 2011 - October 2014
Lake Shore Country Club May 2011 - September 2011
Insight Global January 2011 - May 2011
University of Iowa Krause Fund August 2010 - December 2010
Morgan Stanley May 2010 - August 2010
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2010
B.B.A. Finance, Minor in Sports Studies
Salpointe Catholic High School 2002 — 2006
Morgan Stanley September 2015 - Present
Morgan Stanley November 2014 - August 2015
Morgan Stanley July 2011 - October 2014
Lake Shore Country Club May 2011 - September 2011
Insight Global January 2011 - May 2011
University of Iowa Krause Fund August 2010 - December 2010
Morgan Stanley May 2010 - August 2010
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2010
B.B.A. Finance, Minor in Sports Studies
Salpointe Catholic High School 2002 — 2006
Jimmy Montelongo's Morgan Stanley Experience May 2014 - August 2014
Job Summer Analyst at J.P. Morgan Chase
Industry Higher Education
Experience
University of Illinois at Urbana-Champaign August 2012 - Present
Psi Upsilon Fraternity December 2013 - December 2014
Morgan Stanley May 2014 - August 2014
EngineeringPeople June 2011 - August 2013
Skills
Bloomberg Software, Morningstar Direct, Matlab, Crystal Ball
Education
University of Illinois at Urbana-Champaign 2012 — 2016
Bachelor's Degree, Accounting and Finance, Junior
University of Illinois at Urbana-Champaign August 2012 - Present
Psi Upsilon Fraternity December 2013 - December 2014
Morgan Stanley May 2014 - August 2014
EngineeringPeople June 2011 - August 2013
Skills
Bloomberg Software, Morningstar Direct, Matlab, Crystal Ball
Education
University of Illinois at Urbana-Champaign 2012 — 2016
Bachelor's Degree, Accounting and Finance, Junior
John Sun's Morgan Stanley Experience June 2006 - August 2006
Job Cofounder, Chief Credit Officer at AvantCredit
Industry Financial Services
Experience
AvantCredit November 2012 - Present
AvantCredit November 2012 - January 2014
SpringCoin March 2011 - November 2012
Enova Financial November 2009 - March 2011
Enova International January 2009 - November 2009
CashNetUSA September 2008 - January 2009
CashNetUSA September 2007 - September 2008
CashnetUSA May 2007 - September 2007
Morgan Stanley June 2006 - August 2006
CashNetUSA June 2005 - August 2005
Skills
Analytics, Start-ups, Financial Modeling, E-commerce, Financial Services, Business Strategy, Product Management, Data Mining, Risk Management, Data Analysis, SAS, Portfolio Management, Cross-functional Team..., Competitive Analysis, Predictive Analytics, Call Center, SQL, Statistical Modeling, Financial Analysis, Process Improvement, Entrepreneurship, Analysis, Segmentation, Finance, Credit, Financial Risk
Education
University of Illinois at Urbana-Champaign - College of Business 2003 — 2007
BS, Finance
Y-Combinator 2011 — 2011
AvantCredit November 2012 - Present
AvantCredit November 2012 - January 2014
SpringCoin March 2011 - November 2012
Enova Financial November 2009 - March 2011
Enova International January 2009 - November 2009
CashNetUSA September 2008 - January 2009
CashNetUSA September 2007 - September 2008
CashnetUSA May 2007 - September 2007
Morgan Stanley June 2006 - August 2006
CashNetUSA June 2005 - August 2005
Skills
Analytics, Start-ups, Financial Modeling, E-commerce, Financial Services, Business Strategy, Product Management, Data Mining, Risk Management, Data Analysis, SAS, Portfolio Management, Cross-functional Team..., Competitive Analysis, Predictive Analytics, Call Center, SQL, Statistical Modeling, Financial Analysis, Process Improvement, Entrepreneurship, Analysis, Segmentation, Finance, Credit, Financial Risk
Education
University of Illinois at Urbana-Champaign - College of Business 2003 — 2007
BS, Finance
Y-Combinator 2011 — 2011
Ope Edun's Morgan Stanley Experience August 2010 - Present
Job Credit Professional at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2010 - Present
Bank of America Merrill Lynch February 2010 - July 2010
Merrill Lynch August 2006 - February 2010
Merrill Lynch August 2006 - August 2007
Merrill Lynch February 2006 - August 2006
Merrill Lynch July 2005 - February 2006
Merrill Lynch May 2004 - August 2004
Hilliard Lyons May 2003 - June 2003
Education
University of Kentucky 2001 — 2005
B.B.A, Business Administration - Finance
University of Kentucky 2001 — 2005
B.S.c, Accounting
Morgan Stanley August 2010 - Present
Bank of America Merrill Lynch February 2010 - July 2010
Merrill Lynch August 2006 - February 2010
Merrill Lynch August 2006 - August 2007
Merrill Lynch February 2006 - August 2006
Merrill Lynch July 2005 - February 2006
Merrill Lynch May 2004 - August 2004
Hilliard Lyons May 2003 - June 2003
Education
University of Kentucky 2001 — 2005
B.B.A, Business Administration - Finance
University of Kentucky 2001 — 2005
B.S.c, Accounting
Brian Runk's Morgan Stanley Experience Software EngineerNeoglyphics Media1997 - 1999
Job Vice President at Morgan Stanley
Industry Computer Software
Experience
Morgan Stanley Software EngineerNeoglyphics Media1997 - 1999
Education
University of Illinois at Urbana-Champaign 1996 — 1998
B.S., Computer Science
Morgan Stanley Software EngineerNeoglyphics Media1997 - 1999
Education
University of Illinois at Urbana-Champaign 1996 — 1998
B.S., Computer Science
Joe Culmore's Morgan Stanley Experience December 1997 - March 1999
Job Manager, IT Problem Management at Scottrade
Industry Information Technology and Services
Experience
Scottrade September 2014 - Present
Thomson Reuters August 2010 - August 2014
Thomson Reuters April 2008 - August 2010
Reuters America October 2006 - April 2008
Thomson Reuters June 2003 - October 2006
Thomson Reuters June 2001 - August 2003
Bridge Information Systems March 1999 - June 2001
Morgan Stanley December 1997 - March 1999
Skills
ITIL, Service Management, Incident Management, Process Improvement, Service Desk, Market Data, IT Service Management, Customer Relations, Team Management, Outsourcing, Problem Management, Management, Managed Services, Business Analysis, Customer Service, Technical Support, Data Center, IT Strategy, Change Management, Sla, IT Management
Education
University of Iowa 1989 — 1994
Scottrade September 2014 - Present
Thomson Reuters August 2010 - August 2014
Thomson Reuters April 2008 - August 2010
Reuters America October 2006 - April 2008
Thomson Reuters June 2003 - October 2006
Thomson Reuters June 2001 - August 2003
Bridge Information Systems March 1999 - June 2001
Morgan Stanley December 1997 - March 1999
Skills
ITIL, Service Management, Incident Management, Process Improvement, Service Desk, Market Data, IT Service Management, Customer Relations, Team Management, Outsourcing, Problem Management, Management, Managed Services, Business Analysis, Customer Service, Technical Support, Data Center, IT Strategy, Change Management, Sla, IT Management
Education
University of Iowa 1989 — 1994
Chuck Witter's Morgan Stanley Experience 2006 - 2010
Job Lead Architect Oil Front Office at BP
Industry Information Technology and Services
Experience
BP June 2014 - Present
Sapient August 2012 - May 2014
CMT Asset Management March 2010 - January 2012
Morgan Stanley 2006 - 2010
Bank of America 1993 - 2006
LexisNexis 1986 - 1993
Skills
Commodities, Middle Office, Fixed Income, Electronic Trading, Trading Systems, Derivatives, Hedge Funds, Capital Markets, Interest Rate..., Risk Management
Education
University of Illinois at Urbana-Champaign
BS, Computer Science - Math
BP June 2014 - Present
Sapient August 2012 - May 2014
CMT Asset Management March 2010 - January 2012
Morgan Stanley 2006 - 2010
Bank of America 1993 - 2006
LexisNexis 1986 - 1993
Skills
Commodities, Middle Office, Fixed Income, Electronic Trading, Trading Systems, Derivatives, Hedge Funds, Capital Markets, Interest Rate..., Risk Management
Education
University of Illinois at Urbana-Champaign
BS, Computer Science - Math
Jihong Liu's Morgan Stanley Experience October 2007 - August 2008
Job Lead Distributed Systems Engineer at Gap Inc.
Industry Information Technology and Services
Experience
Gap Inc./Gap October 2013 - Present
IBM May 2012 - July 2014
DemandTec December 2010 - April 2012
Satmetrix August 2008 - December 2010
Morgan Stanley October 2007 - August 2008
Skills
SaaS, Hadoop
Education
University of Illinois at Urbana-Champaign
Master's degree, Statistics
Webster University
Master's degree, Computer Science
Gap Inc./Gap October 2013 - Present
IBM May 2012 - July 2014
DemandTec December 2010 - April 2012
Satmetrix August 2008 - December 2010
Morgan Stanley October 2007 - August 2008
Skills
SaaS, Hadoop
Education
University of Illinois at Urbana-Champaign
Master's degree, Statistics
Webster University
Master's degree, Computer Science
Ariful Mondal's Morgan Stanley Experience August 2005 - September 2006
Job Research & Analytics Professional
Industry Information Technology and Services
Experience
Tata Consultancy Services January 2013 - Present
T.A.Pai Management Institute, Manipal June 2012 - April 2013
HSBC September 2006 - December 2012
Morgan Stanley August 2005 - September 2006
Global Analytics November 2004 - July 2005
MarketRx May 2004 - October 2004
Skills
SAS, R, Statistica, Risk Modelling, Model Validation, Risk Analytics, Loss Forecasting, Credit Scoring, Response Analysis, Data Mining, SQL Server, Sybase, Mathematical Modeling, Control Theory, Data Warehousing, Data Marts, Reporting Design, DBArtisan, Personal Loans, Credit Risk, Fixed Income Research, MBS, ABS, SAS/SQL, Statistical Software, Unix, Shell Scripting, Perl, HTML + CSS, SQL database design, Oracle SQL, Information Management, SQL, SAS programming, Analytics, Business Analytics, Time Series Analysis, Predictive Modeling, Logistic Regression, Statistical Modeling, Analysis, Financial Modeling, Portfolio Management, Decision Trees, Linear Regression, Cluster Analysis, Predictive Analytics, Customer Analysis, Risk Management, V
Education
Sunstone Business School 2013 — 2014
PGPM, Business Administration and Management, General
Indian Institute of Technology, Bombay 2002 — 2004
M. Sc., Applied Statistics and Informatics
University of Kalyani 1999 — 2002
B. Sc.(Hons), Statistics
Gobardanga Khantura High School 1991 — 1999
Higher Secondary, Physics, Chemistry, Mathematics
Tata Consultancy Services January 2013 - Present
T.A.Pai Management Institute, Manipal June 2012 - April 2013
HSBC September 2006 - December 2012
Morgan Stanley August 2005 - September 2006
Global Analytics November 2004 - July 2005
MarketRx May 2004 - October 2004
Skills
SAS, R, Statistica, Risk Modelling, Model Validation, Risk Analytics, Loss Forecasting, Credit Scoring, Response Analysis, Data Mining, SQL Server, Sybase, Mathematical Modeling, Control Theory, Data Warehousing, Data Marts, Reporting Design, DBArtisan, Personal Loans, Credit Risk, Fixed Income Research, MBS, ABS, SAS/SQL, Statistical Software, Unix, Shell Scripting, Perl, HTML + CSS, SQL database design, Oracle SQL, Information Management, SQL, SAS programming, Analytics, Business Analytics, Time Series Analysis, Predictive Modeling, Logistic Regression, Statistical Modeling, Analysis, Financial Modeling, Portfolio Management, Decision Trees, Linear Regression, Cluster Analysis, Predictive Analytics, Customer Analysis, Risk Management, V
Education
Sunstone Business School 2013 — 2014
PGPM, Business Administration and Management, General
Indian Institute of Technology, Bombay 2002 — 2004
M. Sc., Applied Statistics and Informatics
University of Kalyani 1999 — 2002
B. Sc.(Hons), Statistics
Gobardanga Khantura High School 1991 — 1999
Higher Secondary, Physics, Chemistry, Mathematics
Scott Bever's Morgan Stanley Experience January 2000 - December 2002
Job Regional Sales Executive
Industry Financial Services
Experience
Bank of America Merrill Lynch September 2015 - Present
E*TRADE 2012 - January 2015
E*TRADE Financial October 2008 - February 2012
E*Trade Financial 2005 - October 2008
BrownCo 2003 - 2005
Morgan Stanley January 2000 - December 2002
Morgan Stanley May 1999 - January 2000
Skills
Series 24, Customer Relations, Series 63, Equities, Customer Service, Retirement Planning, FINRA, Wealth Management, Series 7, Securities, Series 65, Mutual Funds, Investments, ETFs, 401k, Fixed Annuities, Fixed Income, Alternative Investments, Investment Strategies, Insurance, Banking, Financial Services, Uniform Combined State..., Portfolio Management, Asset Managment, Retirement, Capital Markets, Asset Allocation, Financial Analysis, Investment Advisory, Options, New Business Development
Education
University of Iowa 1993 — 1997
BS, Political Science
University of Iowa 1993 — 1997
BS, Political Science and Government
Bank of America Merrill Lynch September 2015 - Present
E*TRADE 2012 - January 2015
E*TRADE Financial October 2008 - February 2012
E*Trade Financial 2005 - October 2008
BrownCo 2003 - 2005
Morgan Stanley January 2000 - December 2002
Morgan Stanley May 1999 - January 2000
Skills
Series 24, Customer Relations, Series 63, Equities, Customer Service, Retirement Planning, FINRA, Wealth Management, Series 7, Securities, Series 65, Mutual Funds, Investments, ETFs, 401k, Fixed Annuities, Fixed Income, Alternative Investments, Investment Strategies, Insurance, Banking, Financial Services, Uniform Combined State..., Portfolio Management, Asset Managment, Retirement, Capital Markets, Asset Allocation, Financial Analysis, Investment Advisory, Options, New Business Development
Education
University of Iowa 1993 — 1997
BS, Political Science
University of Iowa 1993 — 1997
BS, Political Science and Government
Miguel I. Leonardo's Morgan Stanley Experience May 2012 - March 2014
Job Strategy, Finance, and Investments Professional
Industry Financial Services
Experience
The Heritage Foundation March 2014 - Present
Morgan Stanley May 2012 - March 2014
Youth Leadership Foundation August 2009 - May 2012
Lehman Brothers / Barclays Capital July 2007 - July 2009
Lehman Brothers July 2006 - September 2006
Morgan Stanley January 2006 - June 2006
Navigator Capital Partners, LP January 2004 - January 2005
Education
New York University - Leonard N. Stern School of Business 2003 — 2007
Bachelor of Science
University of London 2005 — 2005
The Heritage Foundation March 2014 - Present
Morgan Stanley May 2012 - March 2014
Youth Leadership Foundation August 2009 - May 2012
Lehman Brothers / Barclays Capital July 2007 - July 2009
Lehman Brothers July 2006 - September 2006
Morgan Stanley January 2006 - June 2006
Navigator Capital Partners, LP January 2004 - January 2005
Education
New York University - Leonard N. Stern School of Business 2003 — 2007
Bachelor of Science
University of London 2005 — 2005
Eric Bowgren, CPA's Morgan Stanley Experience May 2014 - Present
Job Senior Tax Manager at Morgan Stanley
Industry Accounting
Experience
Morgan Stanley May 2014 - Present
PricewaterhouseCoopers June 2005 - Present
Skills
CPA
Education
University of Iowa 2000 — 2005
BBA, Accounting, Finance & Entrepreneurship
University of Iowa - Henry B. Tippie College of Business 2000 — 2005
Morgan Stanley May 2014 - Present
PricewaterhouseCoopers June 2005 - Present
Skills
CPA
Education
University of Iowa 2000 — 2005
BBA, Accounting, Finance & Entrepreneurship
University of Iowa - Henry B. Tippie College of Business 2000 — 2005
Raj Bharne PMP's Morgan Stanley Experience 1998 - 2000
Job Financial Services Professional
Industry Financial Services
Experience
BlackRock Financial Management October 2006 - Present
Independence Blue Cross 2012 - 2014
Independence Blue Cross 2012 - 2013
Independence Blue Cross 2012 - 2013
Macquarie Group 2009 - 2012
Ciber 2009 - 2012
Merrill Lynch July 2000 - 2006
Merrill Lynch Investment Managers 2000 - 2006
Morgan Stanley 1998 - 2000
Aetna 1995 - 1998
Education
University of Louisiana at Lafayette 1988 — 1989
MS, Computer Science
University of Louisiana at Lafayette 1986 — 1987
MS, Mechanical Engineering
BlackRock Financial Management October 2006 - Present
Independence Blue Cross 2012 - 2014
Independence Blue Cross 2012 - 2013
Independence Blue Cross 2012 - 2013
Macquarie Group 2009 - 2012
Ciber 2009 - 2012
Merrill Lynch July 2000 - 2006
Merrill Lynch Investment Managers 2000 - 2006
Morgan Stanley 1998 - 2000
Aetna 1995 - 1998
Education
University of Louisiana at Lafayette 1988 — 1989
MS, Computer Science
University of Louisiana at Lafayette 1986 — 1987
MS, Mechanical Engineering
Steve Greenlee's Morgan Stanley Experience August 2010 - Present
Job Vice President, Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2010 - Present
Cantor Fitzgerald August 2007 - August 2010
UBS Investment Bank February 2006 - August 2007
Refco Inc July 2000 - February 2006
Education
University of Iowa 1995 — 1997
Morgan Stanley August 2010 - Present
Cantor Fitzgerald August 2007 - August 2010
UBS Investment Bank February 2006 - August 2007
Refco Inc July 2000 - February 2006
Education
University of Iowa 1995 — 1997
R.J. Fressola's Morgan Stanley Experience January 2015 - Present
Job Vice President, Compensation and HR Analytics at Morgan Stanley
Industry Human Resources
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley January 2013 - January 2015
Morgan Stanley Smith Barney January 2011 - January 2013
Morgan Stanley Smith Barney February 2010 - January 2011
IBM February 2008 - June 2009
GE Energy May 2007 - December 2007
IOR Global Services September 2005 - December 2005
Fleishman-Hillard, Inc. 2003 - 2005
Skills
Deferred Compensation, HR Policies, Human Resources, Microsoft Excel, Personnel Management, Strategic Planning, Talent Management, Workforce Planning
Education
University of Illinois at Urbana-Champaign 2006 — 2007
MHRIR, Human Resources and Industrial Relations
Vanderbilt University 2002 — 2006
B.S., Human and Organizational Development
Morgan Stanley January 2015 - Present
Morgan Stanley January 2013 - January 2015
Morgan Stanley Smith Barney January 2011 - January 2013
Morgan Stanley Smith Barney February 2010 - January 2011
IBM February 2008 - June 2009
GE Energy May 2007 - December 2007
IOR Global Services September 2005 - December 2005
Fleishman-Hillard, Inc. 2003 - 2005
Skills
Deferred Compensation, HR Policies, Human Resources, Microsoft Excel, Personnel Management, Strategic Planning, Talent Management, Workforce Planning
Education
University of Illinois at Urbana-Champaign 2006 — 2007
MHRIR, Human Resources and Industrial Relations
Vanderbilt University 2002 — 2006
B.S., Human and Organizational Development
Amelia OBrien's Morgan Stanley Experience July 1992 - Present
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley July 1992 - Present
Washington Trust Bank January 1988 - June 1992
American Express Bank October 1985 - May 1987
Security Pacific Bank June 1981 - August 1985
Skills
Project Management, Leadership, Portfolio Management, Banking, Microsoft Office, Customer Service, Finance
Education
University of La Verne
Morgan Stanley July 1992 - Present
Washington Trust Bank January 1988 - June 1992
American Express Bank October 1985 - May 1987
Security Pacific Bank June 1981 - August 1985
Skills
Project Management, Leadership, Portfolio Management, Banking, Microsoft Office, Customer Service, Finance
Education
University of La Verne
Diana Jordan's Morgan Stanley Experience May 2000 - April 2003
Job PartnerinCharge, Wealth Management, Sikich Financial
Industry Financial Services
Experience
Sikich LLP 2003 - Present
Morgan Stanley May 2000 - April 2003
University of Illinois at Springfield May 1992 - May 2000
Education
University of Illinois Springfield 1990 — 1994
Bachelor's degree, Accounting
Sikich LLP 2003 - Present
Morgan Stanley May 2000 - April 2003
University of Illinois at Springfield May 1992 - May 2000
Education
University of Illinois Springfield 1990 — 1994
Bachelor's degree, Accounting
Alec Pawlukowsky's Morgan Stanley Experience July 2007 - February 2008
Job Relationship Banker Chase Private Client Specialist, JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase September 2013 - Present
JPMorgan Chase July 2010 - Present
JPMorgan Chase September 2008 - Present
Morgan Stanley July 2007 - February 2008
Wayne Messmer & Associates 2005 - 2007
Education
Robert Morris University 2011 — 2013
Bachelor of Business Administration (BBA), Business Management, 4.0
University of Illinois at Urbana-Champaign - College of Business 2000 — 2004
Bachelors, Business Administration/Marketing
JPMorgan Chase September 2013 - Present
JPMorgan Chase July 2010 - Present
JPMorgan Chase September 2008 - Present
Morgan Stanley July 2007 - February 2008
Wayne Messmer & Associates 2005 - 2007
Education
Robert Morris University 2011 — 2013
Bachelor of Business Administration (BBA), Business Management, 4.0
University of Illinois at Urbana-Champaign - College of Business 2000 — 2004
Bachelors, Business Administration/Marketing
Grant McKenzie's Morgan Stanley Experience 1994 - August 2010
Job Executive Director at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase August 2010 - Present
Morgan Stanley 1994 - August 2010
Pioneer Electronics 1990 - 1994
Education
University of Liverpool 1987 — 1990
B.Eng, Engineering Science
JP Morgan Chase August 2010 - Present
Morgan Stanley 1994 - August 2010
Pioneer Electronics 1990 - 1994
Education
University of Liverpool 1987 — 1990
B.Eng, Engineering Science
Cherian Mathew's Morgan Stanley Experience September 2008 - August 2009
Job Senior Staff Software Engineer at Blackhawk Network
Industry Information Technology and Services
Experience
Blackhawk Network December 2012 - Present
ISTS Worldwide, Inc. February 2010 - December 2012
MasterCard Worldwide August 2009 - February 2010
Morgan Stanley September 2008 - August 2009
Capgemini January 2008 - August 2008
Capgemini October 2006 - January 2008
HP July 2003 - October 2006
Softlution Web Technologies October 2000 - July 2003
Skills
SOA, Agile Methodologies, Java Enterprise Edition, Spring, Software Project...
Education
University of Kerala
Blackhawk Network December 2012 - Present
ISTS Worldwide, Inc. February 2010 - December 2012
MasterCard Worldwide August 2009 - February 2010
Morgan Stanley September 2008 - August 2009
Capgemini January 2008 - August 2008
Capgemini October 2006 - January 2008
HP July 2003 - October 2006
Softlution Web Technologies October 2000 - July 2003
Skills
SOA, Agile Methodologies, Java Enterprise Edition, Spring, Software Project...
Education
University of Kerala
Jeff Sloan's Morgan Stanley Experience 1994 - 2011
Job Vice President at Clarient Global LLC
Industry Financial Services
Experience
Clarient Global LLC January 2015 - Present
DTCC 2012 - December 2014
MF Global 2011 - 2011
Morgan Stanley 1994 - 2011
Weil Gotshal and Manges 1990 - 1994
Skills
Reference Data, AML, Risk Management, Operational Risk, Prime Brokerage, Program Management, Vendor Management, Onboarding, Legal Entity Data, KYC, Regulatory Risk, Compliance, Data Management, Document Management, Data Quality, Data Modeling, Data Analysis, OTC Derivatives, ISDA, Information Security..., Segregation of Duties, Access Management, Operations Management, Process Engineering, Regulations, Financial Risk, Enterprise Risk..., Investment Banking
Education
University of Kentucky 1985 — 1989
Bachelor of Science, Economics
Clarient Global LLC January 2015 - Present
DTCC 2012 - December 2014
MF Global 2011 - 2011
Morgan Stanley 1994 - 2011
Weil Gotshal and Manges 1990 - 1994
Skills
Reference Data, AML, Risk Management, Operational Risk, Prime Brokerage, Program Management, Vendor Management, Onboarding, Legal Entity Data, KYC, Regulatory Risk, Compliance, Data Management, Document Management, Data Quality, Data Modeling, Data Analysis, OTC Derivatives, ISDA, Information Security..., Segregation of Duties, Access Management, Operations Management, Process Engineering, Regulations, Financial Risk, Enterprise Risk..., Investment Banking
Education
University of Kentucky 1985 — 1989
Bachelor of Science, Economics
Anne Posthumus's Morgan Stanley Experience January 1996 - Present
Job ED at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 1996 - Present
Major Financial Company 1996 - Present
Skills
Mainframe, ADABAS, SDLC, COBOL, DB2, Sybase, JCL, Business Analysis, Enterprise Architecture, Requirements Analysis, IBM Mainframe, z/OS, Software Project..., Software Development, Databases, CICS
Education
University of Natal 1984 — 1987
B. Science, Computer Science
Morgan Stanley January 1996 - Present
Major Financial Company 1996 - Present
Skills
Mainframe, ADABAS, SDLC, COBOL, DB2, Sybase, JCL, Business Analysis, Enterprise Architecture, Requirements Analysis, IBM Mainframe, z/OS, Software Project..., Software Development, Databases, CICS
Education
University of Natal 1984 — 1987
B. Science, Computer Science
Colin Bristow, M.D.'s Morgan Stanley Experience July 2009 - March 2011
Job Biotech/Pharma Equity Research at BofA Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch March 2011 - Present
Morgan Stanley July 2009 - March 2011
Lehman Brothers June 2008 - August 2008
Covance 2006 - 2007
Skills
Biotechnology, Due Diligence, Equities, Equity Research, Financial Analysis, Financial Modeling, Investment Banking, Portfolio Management, Private Equity, Valuation
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Finance, Healthcare
University of Leeds 1998 — 2003
M.D. (MBChB), Medicine/Surgery
Merrill Lynch March 2011 - Present
Morgan Stanley July 2009 - March 2011
Lehman Brothers June 2008 - August 2008
Covance 2006 - 2007
Skills
Biotechnology, Due Diligence, Equities, Equity Research, Financial Analysis, Financial Modeling, Investment Banking, Portfolio Management, Private Equity, Valuation
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Finance, Healthcare
University of Leeds 1998 — 2003
M.D. (MBChB), Medicine/Surgery
Alan Conway's Morgan Stanley Experience 2011 - 2013
Job Consultant Disaster Recovery strategy redesign including Data Center Implementation Program Management
Industry Financial Services
Experience
Leading Health Care Provider February 2013 - Present
Morgan Stanley 2011 - 2013
Morgan Stanley 2004 - 2011
Morgan Stanley 2003 - 2004
Morgan Stanley 1995 - 2003
Morgan Stanley 1993 - 1995
Comuter Consulting Services 1992 - 1993
Countdown Services, McCarthy Group January 1985 - March 1991
Greydata Natal 1983 - 1984
Skills
Disaster Recovery, IT Strategy, Business Continuity, IT Management, Vendor Management, Enterprise project..., Program Management
Education
University of KwaZulu-Natal 1980 — 1983
B. Sc (Hons), Computer Science / Information Technology
Digglefold Primary 1973 — 1979
Marandellas High School 1973 — 1979
Leading Health Care Provider February 2013 - Present
Morgan Stanley 2011 - 2013
Morgan Stanley 2004 - 2011
Morgan Stanley 2003 - 2004
Morgan Stanley 1995 - 2003
Morgan Stanley 1993 - 1995
Comuter Consulting Services 1992 - 1993
Countdown Services, McCarthy Group January 1985 - March 1991
Greydata Natal 1983 - 1984
Skills
Disaster Recovery, IT Strategy, Business Continuity, IT Management, Vendor Management, Enterprise project..., Program Management
Education
University of KwaZulu-Natal 1980 — 1983
B. Sc (Hons), Computer Science / Information Technology
Digglefold Primary 1973 — 1979
Marandellas High School 1973 — 1979
Neil Adams, CFP®, AIF®'s Morgan Stanley Experience April 2002 - May 2005
Job Senior Vice President of Investments, Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James & Associates, Inc. May 2005 - Present
Morgan Stanley April 2002 - May 2005
Newell Rubbermaid October 2001 - April 2002
Sanford 1998 - 2001
Skills
Financial Modeling, Financial Analysis, Strategic Financial..., Securities, Investments, Asset Management, Finance, Financial Services
Education
University of Illinois at Urbana-Champaign - College of Business 1997 — 2001
B.S., Finance
Raymond James & Associates, Inc. May 2005 - Present
Morgan Stanley April 2002 - May 2005
Newell Rubbermaid October 2001 - April 2002
Sanford 1998 - 2001
Skills
Financial Modeling, Financial Analysis, Strategic Financial..., Securities, Investments, Asset Management, Finance, Financial Services
Education
University of Illinois at Urbana-Champaign - College of Business 1997 — 2001
B.S., Finance
Lorenzo Palermo's Morgan Stanley Experience 2006 - 2007
Job Managing Partner at Steeplechase, LLC
Industry Capital Markets
Experience
Steeplechase, LLC January 2009 - Present
LPL Financial 2007 - 2008
Morgan Stanley 2006 - 2007
Skills
Due Diligence, Restructuring, Portfolio Management, Financial Analysis, Financial Modeling, Mergers, Investments, Hedge Funds, Corporate Finance, Private Equity, Capital Markets, Valuation, Banking, Loans, Credit, Strategic Financial..., Credit Analysis, Risk Management, Corporate Development, Investment Banking, Equities, Securities, Asset Management
Education
University of Illinois at Urbana-Champaign 1999 — 2003
FINANCE & ACCOUNTING
Steeplechase, LLC January 2009 - Present
LPL Financial 2007 - 2008
Morgan Stanley 2006 - 2007
Skills
Due Diligence, Restructuring, Portfolio Management, Financial Analysis, Financial Modeling, Mergers, Investments, Hedge Funds, Corporate Finance, Private Equity, Capital Markets, Valuation, Banking, Loans, Credit, Strategic Financial..., Credit Analysis, Risk Management, Corporate Development, Investment Banking, Equities, Securities, Asset Management
Education
University of Illinois at Urbana-Champaign 1999 — 2003
FINANCE & ACCOUNTING
Noah Singerman's Morgan Stanley Experience April 2010 - July 2015
Job Director Carlson Capital
Industry Investment Management
Experience
Morgan Stanley April 2010 - July 2015
JPMorgan March 2009 - March 2010
JPMorgan 2007 - 2008
JPMorgan 2005 - 2007
Skills
Derivatives, Fixed Income, Bonds, Options, Global Macro, Emerging Markets, Credit Derivatives, Cross Asset, Hedge Fund Sales, Exotics, Spanish, Rates, Hedge Funds, Quantitative Finance, Interest Rates, Capital Markets, Corporate Finance, Valuation, Bloomberg, Trading, Equities
Education
NYU Stern School of Business 2011 — 2014
Master of Business Administration (M.B.A.), Finance
University of Illinois at Urbana-Champaign - College of Business 2001 — 2005
B.S., Finance major; Spanish minor
Morgan Stanley April 2010 - July 2015
JPMorgan March 2009 - March 2010
JPMorgan 2007 - 2008
JPMorgan 2005 - 2007
Skills
Derivatives, Fixed Income, Bonds, Options, Global Macro, Emerging Markets, Credit Derivatives, Cross Asset, Hedge Fund Sales, Exotics, Spanish, Rates, Hedge Funds, Quantitative Finance, Interest Rates, Capital Markets, Corporate Finance, Valuation, Bloomberg, Trading, Equities
Education
NYU Stern School of Business 2011 — 2014
Master of Business Administration (M.B.A.), Finance
University of Illinois at Urbana-Champaign - College of Business 2001 — 2005
B.S., Finance major; Spanish minor
Alex Christ's Morgan Stanley Experience June 2012 - July 2014
Job Technology Investing at Advance Vixeid Partners
Industry Venture Capital & Private Equity
Experience
Advance Vixeid Partners July 2015 - Present
ICONIQ Capital July 2014 - July 2015
Morgan Stanley June 2012 - July 2014
Morgan Stanley June 2011 - August 2011
University of Iowa Krause Fund August 2010 - December 2010
PricewaterhouseCoopers June 2010 - August 2010
BTC Capital Management / Bankers Trust May 2009 - August 2009
Robert W. Baird & Co. June 2008 - August 2008
Applied Art & Technology August 2007 - March 2008
Education
University of Iowa - Henry B. Tippie College of Business 2008 — 2011
B.B.A., Finance, Accounting
Central Academy
Roosevelt High School
Advance Vixeid Partners July 2015 - Present
ICONIQ Capital July 2014 - July 2015
Morgan Stanley June 2012 - July 2014
Morgan Stanley June 2011 - August 2011
University of Iowa Krause Fund August 2010 - December 2010
PricewaterhouseCoopers June 2010 - August 2010
BTC Capital Management / Bankers Trust May 2009 - August 2009
Robert W. Baird & Co. June 2008 - August 2008
Applied Art & Technology August 2007 - March 2008
Education
University of Iowa - Henry B. Tippie College of Business 2008 — 2011
B.B.A., Finance, Accounting
Central Academy
Roosevelt High School
Craig Mirsky's Morgan Stanley Experience November 2009 - June 2012
Job Manager, Data Network Operations at Sears Holdings Corporation
Industry Information Technology and Services
Experience
Sears Holdings Corporation August 2012 - Present
Morgan Stanley November 2009 - June 2012
Hawthorne Credit Union January 2005 - December 2008
Home2Business Technology Systems September 2002 - December 2004
Wachovia Corporation now part of Wells Fargo October 1996 - September 2002
EVEREN Securities 1993 - 2002
Wachovia Securities, LLC formerly First Union/EVEREN Securities June 1993 - October 1996
Education
University of Iowa - Henry B. Tippie College of Business
B.B.A, Management Information Systems
Sears Holdings Corporation August 2012 - Present
Morgan Stanley November 2009 - June 2012
Hawthorne Credit Union January 2005 - December 2008
Home2Business Technology Systems September 2002 - December 2004
Wachovia Corporation now part of Wells Fargo October 1996 - September 2002
EVEREN Securities 1993 - 2002
Wachovia Securities, LLC formerly First Union/EVEREN Securities June 1993 - October 1996
Education
University of Iowa - Henry B. Tippie College of Business
B.B.A, Management Information Systems
David Worsley's Morgan Stanley Experience 1997 - 1998
Job Partner at Chapman and Cutler LLP
Industry Law Practice
Experience
Chapman and Cutler LLP January 1998 - Present
Morgan Stanley 1997 - 1998
Dean Witter Financial Services Group 1990 - 1997
USA Financial Services, Inc. 1987 - 1990
Waaler and Evans 1986 - 1987
Meyer Capel 1981 - 1986
United States Department of Justice 1974 - 1981
Skills
Bankruptcy, Litigation, Corporate Law, Commercial Litigation, Banking Law, Securities Regulation, Corporate Governance, Intellectual Property, Licensing, Privacy Law, Financial Services, Legal Advice, Real Estate, Legal Writing, Loans, Contract Negotiation, Dispute Resolution, Class Actions
Education
University of Iowa College of Law 1969 — 1973
J.D., law
University of Iowa 1965 — 1969
B.A., Political Science and Psychology
Chapman and Cutler LLP January 1998 - Present
Morgan Stanley 1997 - 1998
Dean Witter Financial Services Group 1990 - 1997
USA Financial Services, Inc. 1987 - 1990
Waaler and Evans 1986 - 1987
Meyer Capel 1981 - 1986
United States Department of Justice 1974 - 1981
Skills
Bankruptcy, Litigation, Corporate Law, Commercial Litigation, Banking Law, Securities Regulation, Corporate Governance, Intellectual Property, Licensing, Privacy Law, Financial Services, Legal Advice, Real Estate, Legal Writing, Loans, Contract Negotiation, Dispute Resolution, Class Actions
Education
University of Iowa College of Law 1969 — 1973
J.D., law
University of Iowa 1965 — 1969
B.A., Political Science and Psychology
Grace Stern's Morgan Stanley Experience 2015 - Present
Job CCAR Regulatory Reporting Consultant at Morgan Stanley
Industry Banking
Experience
Morgan Stanley 2015 - Present
Deutsche Bank Securities Inc. 2014 - 2014
CIT 2009 - 2012
Morgan Stanley 2007 - 2009
BNY Mellon 1997 - 2007
Skills
Cash Management, Liquidity Management, Financial Modeling, Liquidity Risk, Cash Flow Forecasting, Corporate Finance, Funding, Financial Analysis, Project Management, International Banking..., Money Market, Basel III, Foreign Currency..., Microsoft SQL Server, Financial Regulation, CCAR
Education
University of Iowa
Master of Arts, Finance
University of Iowa - Henry B. Tippie College of Business
MBA, General
Morgan Stanley 2015 - Present
Deutsche Bank Securities Inc. 2014 - 2014
CIT 2009 - 2012
Morgan Stanley 2007 - 2009
BNY Mellon 1997 - 2007
Skills
Cash Management, Liquidity Management, Financial Modeling, Liquidity Risk, Cash Flow Forecasting, Corporate Finance, Funding, Financial Analysis, Project Management, International Banking..., Money Market, Basel III, Foreign Currency..., Microsoft SQL Server, Financial Regulation, CCAR
Education
University of Iowa
Master of Arts, Finance
University of Iowa - Henry B. Tippie College of Business
MBA, General
Monica Mehta's Morgan Stanley Experience July 2002 - Present
Job Executive Director Morgan Stanley Prime Brokerage
Industry Financial Services
Experience
Morgan Stanley July 2002 - Present
Skills
Alternative Investments, Capital Markets, Derivatives, Equities, Fixed Income, Hedge Funds, Middle Office, Prime Brokerage, Trading Systems
Education
University of Illinois at Urbana-Champaign - College of Business 1998 — 2002
Business Administration, MIS
Morgan Stanley July 2002 - Present
Skills
Alternative Investments, Capital Markets, Derivatives, Equities, Fixed Income, Hedge Funds, Middle Office, Prime Brokerage, Trading Systems
Education
University of Illinois at Urbana-Champaign - College of Business 1998 — 2002
Business Administration, MIS
Thomas Morrill's Morgan Stanley Experience August 2010 - Present
Job Private Wealth Management at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2010 - Present
Credit Suisse August 2000 - August 2010
Skills
Fixed Income, Financial Analysis, Asset Allocation, Risk Management
Education
University of Chicago-Booth School of Business 2001 — 2004
MBA, Finance, Accounting
University of Illinois at Urbana-Champaign 1988 — 1992
Bachelor of Science (B.S.), Psychology
Morgan Stanley August 2010 - Present
Credit Suisse August 2000 - August 2010
Skills
Fixed Income, Financial Analysis, Asset Allocation, Risk Management
Education
University of Chicago-Booth School of Business 2001 — 2004
MBA, Finance, Accounting
University of Illinois at Urbana-Champaign 1988 — 1992
Bachelor of Science (B.S.), Psychology
Steven Raets's Morgan Stanley Experience July 1998 - June 2008
Job Owner at Bunker Sound Productions
Industry Music
Experience
Bunker Sound Productions January 2013 - Present
Na January 2012 - Present
Goldman Sachs (New York) November 2009 - January 2012
Goldman Sachs June 2008 - December 2009
Morgan Stanley July 1998 - June 2008
JPMorgan March 1996 - 1998
Fortis Bank January 1994 - March 1996
Skills
Pension Funds, Investments, Asset Allocation, ALM, Risk Management, Pensions, Asset, Fixed Income, Derivatives, Equities, Hedge Funds, Bloomberg, Investment Banking, Quantitative Finance, Options, Financial Markets, FX Options
Education
University of Leuven 1992 — 1993
Gespecialiseerde Studies In Toegepaste Economie (Specialised Studies in Applied Economics), finance
University of Leuven 1988 — 1992
Licentiaat In De Toegepaste Economie (Applied Quantitative Economics), Quantitative Finance
Bunker Sound Productions January 2013 - Present
Na January 2012 - Present
Goldman Sachs (New York) November 2009 - January 2012
Goldman Sachs June 2008 - December 2009
Morgan Stanley July 1998 - June 2008
JPMorgan March 1996 - 1998
Fortis Bank January 1994 - March 1996
Skills
Pension Funds, Investments, Asset Allocation, ALM, Risk Management, Pensions, Asset, Fixed Income, Derivatives, Equities, Hedge Funds, Bloomberg, Investment Banking, Quantitative Finance, Options, Financial Markets, FX Options
Education
University of Leuven 1992 — 1993
Gespecialiseerde Studies In Toegepaste Economie (Specialised Studies in Applied Economics), finance
University of Leuven 1988 — 1992
Licentiaat In De Toegepaste Economie (Applied Quantitative Economics), Quantitative Finance
Scott Rodney's Morgan Stanley Experience August 1997 - March 1999
Job HFM Administrator at Orthofix
Industry Hospital & Health Care
Experience
Orthofix June 2015 - Present
Berkshire Hathaway Automotive January 2014 - Present
Conifer Health Solutions May 2013 - December 2013
Tenet Healthcare April 1999 - May 2013
Morgan Stanley August 1997 - March 1999
Morris Tulsky, PC November 1996 - August 1997
Meadowbrook Community Church February 1996 - November 1996
Publication Services April 1994 - February 1996
Skills
MCSE Windows NT, Financial Statements, Hyperion HFM, Essbase, Process Improvement, Microsoft Excel, Microsoft SQL Server, Hyperion Financial..., Financial Data..., VBA
Education
University of Illinois at Urbana-Champaign - College of Business 1993 — 1995
Bachelor, Accounting
John A. Logan Community College 1992 — 1993
Associate of Science (A.S.), Accounting
John A. Logan Community College 1988 — 1990
Associate of Science (A.S.), Computer Science
Orthofix June 2015 - Present
Berkshire Hathaway Automotive January 2014 - Present
Conifer Health Solutions May 2013 - December 2013
Tenet Healthcare April 1999 - May 2013
Morgan Stanley August 1997 - March 1999
Morris Tulsky, PC November 1996 - August 1997
Meadowbrook Community Church February 1996 - November 1996
Publication Services April 1994 - February 1996
Skills
MCSE Windows NT, Financial Statements, Hyperion HFM, Essbase, Process Improvement, Microsoft Excel, Microsoft SQL Server, Hyperion Financial..., Financial Data..., VBA
Education
University of Illinois at Urbana-Champaign - College of Business 1993 — 1995
Bachelor, Accounting
John A. Logan Community College 1992 — 1993
Associate of Science (A.S.), Accounting
John A. Logan Community College 1988 — 1990
Associate of Science (A.S.), Computer Science
Mark Coopman's Morgan Stanley Experience December 2000 - October 2009
Job Security Consultant at Per Mar Security Services
Industry Security and Investigations
Experience
Per Mar Security Services July 2013 - Present
ADT Security Services January 2012 - May 2013
Ameriprise Financial Sevices Inc. October 2009 - January 2012
Morgan Stanley December 2000 - October 2009
Skills
Sales Management, Team Building, Cold Calling, CRM, Strategy, New Business Development, Finance, Sales, Strategic Planning, Account Management, Salesforce.com
Education
University of Iowa 1979 — 1981
BA, Marketing
Per Mar Security Services July 2013 - Present
ADT Security Services January 2012 - May 2013
Ameriprise Financial Sevices Inc. October 2009 - January 2012
Morgan Stanley December 2000 - October 2009
Skills
Sales Management, Team Building, Cold Calling, CRM, Strategy, New Business Development, Finance, Sales, Strategic Planning, Account Management, Salesforce.com
Education
University of Iowa 1979 — 1981
BA, Marketing
Joe Macal's Morgan Stanley Experience 1996 - 2006
Job Owner, Joseph Macal Design, Inc.
Industry Graphic Design
Experience
Joseph Macal Design, Inc. January 1986 - Present
Morgan Stanley 1996 - 2006
Education
University of Iowa
Bachelor of Fine Arts, Arts & Design
Joseph Macal Design, Inc. January 1986 - Present
Morgan Stanley 1996 - 2006
Education
University of Iowa
Bachelor of Fine Arts, Arts & Design
Daniel Sweeney's Morgan Stanley Experience March 2011 - Present
Job Vice President at Morgan Stanley Loan
Industry Banking
Experience
Morgan Stanley March 2011 - Present
Allied Irish Banks October 2006 - March 2011
Allied Irish Banks October 2003 - September 2005
Allied Irish Banks October 2002 - October 2003
Skills
Leveraged Finance, Capital Markets, Financial Modeling, Fixed Income, Portfolio Management, Credit Analysis, Valuation, Derivatives, Financial Analysis, Credit, Debt Restructuring, Mergers, Loan Origination, Risk Management, Relationship Management, Asset Based Lending, DCF, Cash Flow, Middle Market, Loans, Alternative Investments, Asset Management, LBO, Banking, High Yield, Series 7, Due Diligence, Series 63
Education
University of Limerick 1998 — 2002
BBS, Economics & Finance
Morgan Stanley March 2011 - Present
Allied Irish Banks October 2006 - March 2011
Allied Irish Banks October 2003 - September 2005
Allied Irish Banks October 2002 - October 2003
Skills
Leveraged Finance, Capital Markets, Financial Modeling, Fixed Income, Portfolio Management, Credit Analysis, Valuation, Derivatives, Financial Analysis, Credit, Debt Restructuring, Mergers, Loan Origination, Risk Management, Relationship Management, Asset Based Lending, DCF, Cash Flow, Middle Market, Loans, Alternative Investments, Asset Management, LBO, Banking, High Yield, Series 7, Due Diligence, Series 63
Education
University of Limerick 1998 — 2002
BBS, Economics & Finance
Jennifer Shields's Morgan Stanley Experience August 1989 - January 1991
Job Owner, MarketCall Group
Industry Marketing and Advertising
Experience
MarketCall Group February 2006 - Present
The Kepple Team Real Estate Group February 1991 - June 1997
Morgan Stanley August 1989 - January 1991
Skills
Executive Outbound..., Lead Generation/Lead..., Customer..., Appointment Setting, Pre Event Call Campaigns, Staffing Services, CRM Database..., Account Management, Telemarketing, Business Networking, Business Development, Management Consulting, Time Management, Lead Generation, CRM, Salesforce.com, Team Building, Sales, Sales Management, Sales Process, Direct Sales, Cold Calling, Direct Marketing
Education
University of Iowa 1984 — 1988
Bachelor of Arts (BA), Communication Studies
MarketCall Group February 2006 - Present
The Kepple Team Real Estate Group February 1991 - June 1997
Morgan Stanley August 1989 - January 1991
Skills
Executive Outbound..., Lead Generation/Lead..., Customer..., Appointment Setting, Pre Event Call Campaigns, Staffing Services, CRM Database..., Account Management, Telemarketing, Business Networking, Business Development, Management Consulting, Time Management, Lead Generation, CRM, Salesforce.com, Team Building, Sales, Sales Management, Sales Process, Direct Sales, Cold Calling, Direct Marketing
Education
University of Iowa 1984 — 1988
Bachelor of Arts (BA), Communication Studies
Jim Yiu's Morgan Stanley Experience 2011 - 2013
Job Information Technology
Industry Information Technology and Services
Experience
Huanghe Science and Technology University 2014 - Present
Morgan Stanley 2011 - 2013
Xiangtan University 2009 - 2011
98 Cent Stores 2008 - 2009
Accenture 2004 - 2006
Travelex 2002 - 2004
Morgan Stanley Dean Witter 2000 - 2002
Imoney.com 1999 - 2000
Reuters Information Services 1998 - 1999
Skills
C++, C, Perl, Sybase, Unix
Education
University of Illinois 2006 — 2009
Master of Science
University of Toronto
Bachelor of Science
Huanghe Science and Technology University 2014 - Present
Morgan Stanley 2011 - 2013
Xiangtan University 2009 - 2011
98 Cent Stores 2008 - 2009
Accenture 2004 - 2006
Travelex 2002 - 2004
Morgan Stanley Dean Witter 2000 - 2002
Imoney.com 1999 - 2000
Reuters Information Services 1998 - 1999
Skills
C++, C, Perl, Sybase, Unix
Education
University of Illinois 2006 — 2009
Master of Science
University of Toronto
Bachelor of Science
richard cunningham, CFA's Morgan Stanley Experience June 2010 - May 2012
Job Private Wealth Advisor at Umpqua Investments, Inc.
Industry Investment Management
Experience
Umpqua Investments, Inc. April 2014 - Present
Opes Advisors April 2012 - April 2014
Morgan Stanley June 2010 - May 2012
comerica bank April 2006 - June 2010
Skills
Portfolio Management, Wealth Management, Fixed Income, Private Banking, Investments, Credit, Equities, Asset Allocation, Risk Management
Education
University of North Texas 1986 — 1988
MBA, Finance/Accounting
University of Leeds 1982 — 1986
BA Hons, Finance / Marketing
Umpqua Investments, Inc. April 2014 - Present
Opes Advisors April 2012 - April 2014
Morgan Stanley June 2010 - May 2012
comerica bank April 2006 - June 2010
Skills
Portfolio Management, Wealth Management, Fixed Income, Private Banking, Investments, Credit, Equities, Asset Allocation, Risk Management
Education
University of North Texas 1986 — 1988
MBA, Finance/Accounting
University of Leeds 1982 — 1986
BA Hons, Finance / Marketing
E Gerry Schroeder CRPC®'s Morgan Stanley Experience January 2001 - November 2008
Job Merrill LynchSr. Wealth Manager
Industry Financial Services
Experience
Merrill Lynch November 2008 - Present
Morgan Stanley January 2001 - November 2008
My Favorite Inn 1994 - 2001
CBOT 1983 - 1996
Skills
Series 7, Series 63, Asset Allocation, Securities, Equities, Wealth Management, Options, Trading, Mutual Funds, Financial Markets, Investments, Fixed Income, Series 65, Investment Strategies, Portfolio Management, Retirement Planning, Asset Management, Hedge Funds, Strategic Financial..., Derivatives, Asset Managment
Education
University of Kentucky 1979 — 1982
BA, Communications
New Trier High School 1974 — 1978
Merrill Lynch November 2008 - Present
Morgan Stanley January 2001 - November 2008
My Favorite Inn 1994 - 2001
CBOT 1983 - 1996
Skills
Series 7, Series 63, Asset Allocation, Securities, Equities, Wealth Management, Options, Trading, Mutual Funds, Financial Markets, Investments, Fixed Income, Series 65, Investment Strategies, Portfolio Management, Retirement Planning, Asset Management, Hedge Funds, Strategic Financial..., Derivatives, Asset Managment
Education
University of Kentucky 1979 — 1982
BA, Communications
New Trier High School 1974 — 1978
Katie Westerman, CFP®'s Morgan Stanley Experience February 2014 - Present
Job The Bolton Westerman Group at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2014 - Present
Morgan Stanley Wealth Management April 2013 - August 2014
Scottrade, INC July 2009 - April 2013
Scottrade, INC November 2006 - July 2009
Scottrade, INC June 2005 - November 2006
Skills
CERTIFIED FINANCIAL..., General Securities..., General Securities..., Series 7, Series 63, FINRA, Mutual Funds, Equities, Securities, Uniform Combined State..., IRAs, Series 24, Investments, ETFs, Bonds, Equity Trading, Retirement Planning
Education
University of Kentucky 2002 — 2006
B.S, Business and Economics; Economics and Finance
Morgan Stanley February 2014 - Present
Morgan Stanley Wealth Management April 2013 - August 2014
Scottrade, INC July 2009 - April 2013
Scottrade, INC November 2006 - July 2009
Scottrade, INC June 2005 - November 2006
Skills
CERTIFIED FINANCIAL..., General Securities..., General Securities..., Series 7, Series 63, FINRA, Mutual Funds, Equities, Securities, Uniform Combined State..., IRAs, Series 24, Investments, ETFs, Bonds, Equity Trading, Retirement Planning
Education
University of Kentucky 2002 — 2006
B.S, Business and Economics; Economics and Finance
Isana Tsui's Morgan Stanley Experience 2008 - 2009
Job Senior Analyst Liquidity Risk at TD Bank Group
Industry Banking
Experience
TD Bank Financial Group 2014 - Present
TD Securities 2010 - 2014
Morgan Stanley 2008 - 2009
TD Waterhouse 2005 - 2008
CIBC Mellon 2005 - 2005
Skills
Capital Markets, Equity Derivatives, Equities, Interest Rate..., P&L Analysis, Valuation, Attribution, Risk Management, Structured Products, Pricing Analysis, Funding, Options, Investments, Fixed Income, Online Brokerage, Financial Analysis, Portfolio Management
Education
University of London
MBA Candidate
Professional Risk Managers' International Association
PRM Candidate
Bloomberg Certification
Equities
Canadian Securities Institute
CSC, CPH, DFC, OLC, FRM
University of Toronto
Hon.B.A.
TD Bank Financial Group 2014 - Present
TD Securities 2010 - 2014
Morgan Stanley 2008 - 2009
TD Waterhouse 2005 - 2008
CIBC Mellon 2005 - 2005
Skills
Capital Markets, Equity Derivatives, Equities, Interest Rate..., P&L Analysis, Valuation, Attribution, Risk Management, Structured Products, Pricing Analysis, Funding, Options, Investments, Fixed Income, Online Brokerage, Financial Analysis, Portfolio Management
Education
University of London
MBA Candidate
Professional Risk Managers' International Association
PRM Candidate
Bloomberg Certification
Equities
Canadian Securities Institute
CSC, CPH, DFC, OLC, FRM
University of Toronto
Hon.B.A.
Dean McAllister's Morgan Stanley Experience March 1985 - April 2006
Job Commodities Trader at Gelber Group LLC
Industry
Experience
Gelber Group LLC April 2006 - Present
Morgan Stanley March 1985 - April 2006
Skills
Trading, Proprietary Trading, Electronic Trading, Options, FX Options
Education
University of Illinois at Urbana-Champaign
Accounting
Gelber Group LLC April 2006 - Present
Morgan Stanley March 1985 - April 2006
Skills
Trading, Proprietary Trading, Electronic Trading, Options, FX Options
Education
University of Illinois at Urbana-Champaign
Accounting
Nancy Coppler's Morgan Stanley Experience 1983 - 1998
Job Bookkeeper at A Coppler Construction Co.
Industry Financial Services
Experience
A Coppler Construction Co. June 2008 - Present
Community Trust and Investment Company June 2007 - June 2008
Chase Investments January 1998 - May 2006
Morgan Stanley 1983 - 1998
Education
University of Kentucky 1974 — 1979
Bachelor of Science, Business Administration
A Coppler Construction Co. June 2008 - Present
Community Trust and Investment Company June 2007 - June 2008
Chase Investments January 1998 - May 2006
Morgan Stanley 1983 - 1998
Education
University of Kentucky 1974 — 1979
Bachelor of Science, Business Administration
ASHLEY INTRIERE's Morgan Stanley Experience August 1996 - February 2006
Job QA Consultant
Industry Financial Services
Experience
Angelo, Gordon & Co. April 2013 - May 2015
Amphora May 2012 - February 2013
Societe Generale July 2011 - May 2012
RBS Sempra Commodities March 2006 - June 2011
Morgan Stanley August 1996 - February 2006
Skills
Requirements Analysis, Process Improvement, MS Project, VBA, SQL, Quality Assurance, Risk Management, SDLC, Trading Systems, Business Process, Databases, Software Project..., XML, Derivatives, Integration, Testing, Agile Methodologies, Sybase, Perl, Java, Business Analysis, Project Management, Business Intelligence
Education
University of Iowa
M.A., Management Information System
Angelo, Gordon & Co. April 2013 - May 2015
Amphora May 2012 - February 2013
Societe Generale July 2011 - May 2012
RBS Sempra Commodities March 2006 - June 2011
Morgan Stanley August 1996 - February 2006
Skills
Requirements Analysis, Process Improvement, MS Project, VBA, SQL, Quality Assurance, Risk Management, SDLC, Trading Systems, Business Process, Databases, Software Project..., XML, Derivatives, Integration, Testing, Agile Methodologies, Sybase, Perl, Java, Business Analysis, Project Management, Business Intelligence
Education
University of Iowa
M.A., Management Information System
Alex Foreman's Morgan Stanley Experience 2006 - 2012
Job Professional
Industry Computer Software
Experience
Truphone March 2012 - Present
Morgan Stanley 2006 - 2012
Ashford Applications May 2004 - June 2006
Skills
Agile Methodologies, JUnit, Spring, Distributed Systems, Unix, Subversion, Electronic Trading, Java, Trading Systems, Ant, Market Data, Unix Shell Scripting, XML, System Architecture, Linux, Git, Eclipse, JIRA, Web Applications, Spring Framework
Education
University of Kent 2001 — 2004
Computer Science BSc (hons), Computer Science
Truphone March 2012 - Present
Morgan Stanley 2006 - 2012
Ashford Applications May 2004 - June 2006
Skills
Agile Methodologies, JUnit, Spring, Distributed Systems, Unix, Subversion, Electronic Trading, Java, Trading Systems, Ant, Market Data, Unix Shell Scripting, XML, System Architecture, Linux, Git, Eclipse, JIRA, Web Applications, Spring Framework
Education
University of Kent 2001 — 2004
Computer Science BSc (hons), Computer Science
Sandeep Jasra's Morgan Stanley Experience 2011 - 2012
Job Vice President, Citigroup
Industry Financial Services
Experience
Citigroup 2012 - Present
Morgan Stanley 2011 - 2012
M&T Bank 2010 - 2011
GTS 2008 - 2010
Ernst & Young 2007 - 2008
JPMorgan Chase 1999 - 2007
NIIT Limited 1997 - 1999
Arthur Andersen 1994 - 1997
Skills
PMO, SDLC, Program Management, Vendor Management, Project Portfolio..., Business Analysis, Risk Management, Project Delivery, Software Project..., PMP, Stakeholder Management, Portfolio Management, Project Management, IT Strategy, Process Improvement, Management Consulting, Business Process..., Outsourcing, Resource Management, Business Process
Education
University of Liverpool 2008 — 2009
Master of Business Administration (M.B.A.), MBA
PMI 2003 — 2003
PMP, Project Management
Citigroup 2012 - Present
Morgan Stanley 2011 - 2012
M&T Bank 2010 - 2011
GTS 2008 - 2010
Ernst & Young 2007 - 2008
JPMorgan Chase 1999 - 2007
NIIT Limited 1997 - 1999
Arthur Andersen 1994 - 1997
Skills
PMO, SDLC, Program Management, Vendor Management, Project Portfolio..., Business Analysis, Risk Management, Project Delivery, Software Project..., PMP, Stakeholder Management, Portfolio Management, Project Management, IT Strategy, Process Improvement, Management Consulting, Business Process..., Outsourcing, Resource Management, Business Process
Education
University of Liverpool 2008 — 2009
Master of Business Administration (M.B.A.), MBA
PMI 2003 — 2003
PMP, Project Management
Nagina Malhan's Morgan Stanley Experience March 2014 - Present
Job
Industry Financial Services
Experience
Morgan Stanley March 2014 - Present
Skills
Financial Markets, Derivatives, Data Warehousing, Business Analysis, Quality Assurance, Document Management, Java, Visual C++, Financial Services, SDLC, Change Management, Banking, Financial Analysis, Risk Management, Business Process..., Business Intelligence, Requirements Analysis, Management Consulting, Corporate Finance, Oracle, Software Project..., User Acceptance Testing, PL/SQL, PMO, Microsoft SQL Server, Analysis, Business Process, JavaScript, Manual Testing, Requirements Gathering, Software Development, Test Planning
Education
University of Jammu 2000 — 2003
Master of Computer Applications (M.C.A.), Computer Science, A
University of Jammu 1997 — 2000
Bachelor of Commerce (B.Com.), Accounting and Business/Management, A
Morgan Stanley March 2014 - Present
Skills
Financial Markets, Derivatives, Data Warehousing, Business Analysis, Quality Assurance, Document Management, Java, Visual C++, Financial Services, SDLC, Change Management, Banking, Financial Analysis, Risk Management, Business Process..., Business Intelligence, Requirements Analysis, Management Consulting, Corporate Finance, Oracle, Software Project..., User Acceptance Testing, PL/SQL, PMO, Microsoft SQL Server, Analysis, Business Process, JavaScript, Manual Testing, Requirements Gathering, Software Development, Test Planning
Education
University of Jammu 2000 — 2003
Master of Computer Applications (M.C.A.), Computer Science, A
University of Jammu 1997 — 2000
Bachelor of Commerce (B.Com.), Accounting and Business/Management, A
Amy Larke's Morgan Stanley Experience March 2012 - July 2014
Job Trader at Light Street Capital
Industry Investment Management
Experience
Light Street Capital July 2014 - Present
Morgan Stanley March 2012 - July 2014
Jefferies & Company August 2007 - February 2012
Skills
Equity Derivatives, Valuation, Derivatives, Equities, Fixed Income, Bloomberg, Hedge Funds, Asset Management, Hedging, Due Diligence, Investments, Corporate Finance
Education
University of Illinois at Urbana-Champaign 1996 — 2000
Bachelor of Science (BS)
Light Street Capital July 2014 - Present
Morgan Stanley March 2012 - July 2014
Jefferies & Company August 2007 - February 2012
Skills
Equity Derivatives, Valuation, Derivatives, Equities, Fixed Income, Bloomberg, Hedge Funds, Asset Management, Hedging, Due Diligence, Investments, Corporate Finance
Education
University of Illinois at Urbana-Champaign 1996 — 2000
Bachelor of Science (BS)
abdulkareem mohammed's Morgan Stanley Experience July 2009 - Present
Job self employed at Morgan Stanley
Industry Computer Software
Experience
Frlorin tech November 2012 - Present
Morgan Stanley July 2009 - Present
Education
Liverpool University 2007 — 2010
Frlorin tech November 2012 - Present
Morgan Stanley July 2009 - Present
Education
Liverpool University 2007 — 2010
Jan Coull's Morgan Stanley Experience January 2015 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley 2010 - Present
Morgan Stanley 2007 - 2008
Jantez, Inc 1999 - 2005
PwC 1997 - 2002
Verhoef Information Systems 1996 - 2002
Nomura Securities 1991 - 1995
Toyota Manufacturing, South Africa 1987 - 1990
Skills
Business Management..., Business Analysis, Business Intelligence..., Business Planning &..., Systems Development..., Software Project..., Microsoft suite..., Cost Allocation, Analysis, Access, Team Management, Financial Reporting, Analytics, Cost Reporting
Education
University of Natal 1982 — 1984
Bachelor of Commerce Degree (B.Com.), Accounting and Business/Management
University of Natal
Post Graduate:Education
Morgan Stanley January 2015 - Present
Morgan Stanley 2010 - Present
Morgan Stanley 2007 - 2008
Jantez, Inc 1999 - 2005
PwC 1997 - 2002
Verhoef Information Systems 1996 - 2002
Nomura Securities 1991 - 1995
Toyota Manufacturing, South Africa 1987 - 1990
Skills
Business Management..., Business Analysis, Business Intelligence..., Business Planning &..., Systems Development..., Software Project..., Microsoft suite..., Cost Allocation, Analysis, Access, Team Management, Financial Reporting, Analytics, Cost Reporting
Education
University of Natal 1982 — 1984
Bachelor of Commerce Degree (B.Com.), Accounting and Business/Management
University of Natal
Post Graduate:Education
Matthew Jobson's Morgan Stanley Experience 2015 - Present
Job Compliance Professional
Industry Financial Services
Experience
Morgan Stanley 2015 - Present
Metropolitan Police Service, London 2003 - 2012
Skills
Surveillance, Investigation, Claim Investigation, Insurance Adjusting, Loss Adjusting, Claims Investigations, Criminal Investigations, Evidence, Criminal Justice, Interrogation, Fraud, Background Checks, Internal Investigations, Law Enforcement
Education
University of Westminster 2006 — 2008
Bachelor of Science (BS), Criminology
University of Kent 1996 — 1999
Bachelor of Arts (BA), Geography
Morgan Stanley 2015 - Present
Metropolitan Police Service, London 2003 - 2012
Skills
Surveillance, Investigation, Claim Investigation, Insurance Adjusting, Loss Adjusting, Claims Investigations, Criminal Investigations, Evidence, Criminal Justice, Interrogation, Fraud, Background Checks, Internal Investigations, Law Enforcement
Education
University of Westminster 2006 — 2008
Bachelor of Science (BS), Criminology
University of Kent 1996 — 1999
Bachelor of Arts (BA), Geography
Zachary Pearlstein's Morgan Stanley Experience June 2014 - December 2014
Job Associate at Frontline Real Estate Partners
Industry Real Estate
Experience
Frontline Real Estate Partners January 2015 - Present
Morgan Stanley June 2014 - December 2014
The University of Iowa August 2010 - June 2014
Skills
Facebook, PowerPoint, Microsoft Excel, Microsoft Word, Social Networking, Social Media, Research, Microsoft Office, Public Speaking, Time Management, Event Planning, Customer Service, Data Analysis, Teamwork, Leadership, Property Management
Education
University of Iowa 2010 — 2014
Bachelor's Degree, Communication and Media Studies, Senior
Deerfield High School Class of 2010 2006 — 2010
Frontline Real Estate Partners January 2015 - Present
Morgan Stanley June 2014 - December 2014
The University of Iowa August 2010 - June 2014
Skills
Facebook, PowerPoint, Microsoft Excel, Microsoft Word, Social Networking, Social Media, Research, Microsoft Office, Public Speaking, Time Management, Event Planning, Customer Service, Data Analysis, Teamwork, Leadership, Property Management
Education
University of Iowa 2010 — 2014
Bachelor's Degree, Communication and Media Studies, Senior
Deerfield High School Class of 2010 2006 — 2010
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS