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
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Morgan Stanley Employees
Silver Lake October 2013 - Present
Morgan Stanley July 2012 - September 2013
Morgan Stanley June 2010 - July 2012
Morgan Stanley June 2009 - August 2009
Education
University of Mannheim 2005 — 2010
Diploma, Business Administration
American Capital August 2015 - Present
KPMG July 2014 - July 2015
Morgan Stanley June 2013 - August 2013
Philadelphia Skating Club and Humane Society June 2010 - August 2010
Skills
Microsoft Office, Excel, PowerPoint, Writing, Budgeting, Business Strategy, English, Accounting, Public Speaking, Microsoft Excel, Social Media, Financial Analysis, Research, Data Analysis, Teamwork, Budgets
Education
University of Maryland - Robert H. Smith School of Business 2010 — 2014
Bachelor of Science (BS), Finance and Economics
The Shipley School 2007 — 2010
High School Diploma
Deloitte Consulting September 2014 - Present
Morgan Stanley June 2013 - August 2013
Zanbato December 2012 - January 2013
UBS February 2012 - June 2012
Sørlandet Proprietorship June 2005 - August 2009
Skills
Entrepreneurship, Wealth Management, Microsoft Office, Teamwork, Start-ups, Financial Services, Strategy, Finance, Investments, Investment Banking, Management Consulting, Financial Modeling, Venture Capital, Financial Analysis, Microsoft Excel, Public Speaking, PowerPoint
Education
University of Maryland - Robert H. Smith School of Business 2010 — 2014
Bachelor of Science (BS), Finance
Financial Council, Inc. April 2012 - Present
Thunder Lacrosse Club September 2010 - Present
Chesapeake Bayhawks June 2009 - Present
Philadelphia Wings Lacrosse 2009 - 2013
Morgan Stanley July 2009 - March 2012
Morgan Stanley May 2008 - December 2008
Education
University of Maryland - Robert H. Smith School of Business 2004 — 2009
B.S., Finance, International Business
Morgan Stanley May 2015 - Present
Texas Roadhouse July 2014 - January 2015
Towne Park June 2012 - August 2013
Play It Again Sports and Fitness June 2010 - September 2011
Skills
Microsoft Excel, Customer Service, Financial Accounting, PowerPoint, Team-oriented, Data Entry
Education
University of Louisville 2012 — 2016
North Oldham High School
Lucid, LLC April 2013 - Present
The Receivables Exchange October 2011 - April 2013
La Loutre Lodge & Fishing Charter January 2011 - May 2011
Morgan Stanley October 2009 - June 2010
Constellation Energy June 2008 - August 2008
A.G. Edwards & Sons, Inc. June 2007 - August 2007
Skills
Data Analysis, Analysis, Microsoft Excel, Product Development, Open Water Diver, Leadership, Sabermetrics, PowerPoint, Analytics, Financial Services, Financial Analysis, Business Analysis, Microsoft Office, Social Media, Microsoft Word, Facebook, Web Analytics, Social Media Marketing, Portfolio Management, Email Marketing, Outlook, Social Networking, Access, Business Development, Quality Assurance, Finance, Financial Modeling, Business Planning, Process Improvement, Business Strategy, Banking, Capital Markets, Marketing, Team Leadership, Entrepreneurship, Management, Scuba Diving
Education
University of Maryland - Robert H. Smith School of Business 2005 — 2009
Finance, Information Systems
UBS Financial Services Inc. November 2013 - Present
Morgan Stanley July 2012 - November 2013
Morgan Stanley December 2009 - June 2012
NOVO 1 Inc. July 2005 - September 2008
NOVO 1 Inc. April 2002 - July 2005
Education
University of Maryland - Robert H. Smith School of Business
Bachelor of Science (B.S.), Business Management
Morgan Stanley June 2014 - Present
University of Maryland Baltimore County April 2013 - May 2014
UMBC Department of Sociology & Anthropology August 2013 - January 2014
International Social Service, USA Branch May 2013 - July 2013
Humanim May 2013 - July 2013
KPN Architects, LLC June 2012 - May 2013
Skills
Marketing, Social Media, Interdisciplinary..., English grammar, Sociology, SPSS, Business Development, Photoshop, Cross-cultural Research, Russian Culture, Microsoft Office, Typing
Education
University of Maryland Baltimore County 2010 — 2014
Bachelor of Arts (B.A.), Political Science, Sociology
Deloitte October 2014 - Present
Accenture September 2012 - October 2014
Accenture January 2011 - September 2012
Morgan Stanley June 2010 - August 2010
Johnson & Johnson June 2009 - December 2009
Skills
Management Consulting, Data Analysis, Change Management, Leadership, System Implementations, System Deployment, Business Process..., Financial Analysis, Integration, Organizational Design, Six Sigma, Analytics, Enterprise Architecture, Cross-functional Team..., Vendor Management, Sourcing, CRM, Cloud Computing, Process Engineering, Analysis, Consulting, Derivatives, Business Process..., Business Analysis
Education
University of Maryland - Robert H. Smith School of Business 2006 — 2010
Bachelor of Science (BS), Finance and Supply Chain Management
Gaithersburg High School 2002 — 2006
Anne Arundel Medical Center August 2014 - Present
CareFirst BlueCross BlueShield July 2013 - August 2014
Morgan Stanley July 2011 - August 2012
AstraZeneca November 2010 - July 2011
Skills
Healthcare Analytics, Health Insurance, Market Research, Pharmaceutical Sales, Business Strategy, Project Management, Microsoft Excel, PowerPoint, Fixed Income, Financial Modeling, Credit Derivatives, Financial Analysis, Data Analysis, Leadership, Program Management, Sales, Management
Education
University of Maryland - Robert H. Smith School of Business 2011 — 2013
MBA, Strategy
University of Maryland - Robert H. Smith School of Business 2006 — 2010
B.S., International Business
University of Maryland College Park 2006 — 2010
BA, Criminology and Criminal Justice
Cognizant Technology Solutions April 2014 - Present
TD Ameritrade March 2008 - February 2012
Morgan Stanley March 2007 - February 2008
Hess Corporation September 2006 - February 2007
Wallenius Wilhelmsen Lines December 2003 - August 2006
Skills
MUMPS, SQL, Autosys, Sybase, Unix, PowerBuilder, SQL Server, PL/SQL, Shell Scripting, Unix Shell Scripting, Oracle SQL, Oracle, Databases, Microsoft SQL Server, Java Enterprise Edition
Education
University of Madras 2000 — 2003
B.E., Electronics and Communications
Dr.RKGBHS School,Tiruttani 1990 — 1999
10th, Mathematics
R.W. Roge & Company, Inc. June 2011 - Present
Morgan Stanley January 2008 - June 2011
T. Rowe Price Group January 2002 - December 2007
Skills
Strategic Financial..., Investment Strategies, Financial Analysis, Financial Modeling, Financial Planning, Asset Allocation, Alternative Investments, Asset Management, Wealth Management
Education
University of Maryland - Robert H. Smith School of Business 1978 — 1982
Bachelors of Science, Accounting
St. Mary's High School Annapolis MD 1971 — 1975
HS Diploma - College Prep, NA
ITN Networks June 2015 - Present
Morgan Stanley June 2014 - August 2014
Driftwood Day Camp June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Leadership, PowerPoint, Public Speaking
Education
University of Maryland - Robert H. Smith School of Business 2013 — 2017
Information Systems, Sophomore
Morgan Stanley June 2015 - Present
University of Maryland September 2014 - Present
Maryland Munchies June 2014 - Present
Google August 2014 - August 2014
Macy's June 2014 - August 2014
Walmart April 2012 - May 2014
Cision 2013 - 2014
HUD July 2007 - September 2012
Skills
Customer Service, Marketing, Sales, Time Management, Research, PowerPoint, Management, Human Resources, Microsoft Excel, Microsoft Office, Microsoft Word, Leadership, Merchandising, Data Analysis, Analysis, Social Media, Statistical Analysis..., SEO/SEM Marketing, Digital and Online..., Multi-media Marketing...
Education
University of Maryland - Robert H. Smith School of Business 2013 — 2015
Bachelor's degree, Marketing, GPA: 3.60
Howard Community College 2011 — 2013
Associate's degree, Accounting, GPA: 3.67
Davidson Kempner Capital Management June 2015 - Present
Barclays Investment Bank November 2014 - July 2015
Morgan Stanley January 2013 - August 2014
Morgan Stanley June 2011 - January 2013
Northwestern Mutual Financial Network March 2009 - June 2011
Ameriprise Financial October 2008 - January 2009
Embassy of The Commonwealth of The Bahamas, Beijing June 2006 - August 2006
Skills
Strategic Financial..., Finance, Risk Management, Series 7, Management, Financial Modeling, Financial Analysis, Investments, Mutual Funds, Accounting, Bloomberg, Budgets, Corporate Finance
Education
University of Maryland - Robert H. Smith School of Business 2004 — 2008
Bachelor of Science, Finance
The Loomis Chaffee School 2000 — 2004
Morgan Stanley July 2015 - Present
LPL Financial / Fortigent January 2015 - June 2015
LPL Financial / Fortigent June 2013 - January 2015
Frederick County Public Schools August 2008 - June 2013
Skills
Microsoft Excel, Accounting, PowerPoint, Microsoft Office, Financial Modeling, Financial Statements, Bloomberg, Equities, Fixed Income, Mutual Funds, Hedge Funds, ETFs, Private Equity, Mergers & Acquisitions, Portfolio Accounting, Portfolio Management, SQL Server Management..., Performance Reporting, Cost Accounting, Microsoft Word, Financial Analysis, Data Analysis, Finance, Spreadsheets, Zendesk, Proprietary Portfolio..., Crystal Reports, PeopleSoft, Payroll, Payroll Operations, Inventory Management, Leadership, Time Management, Outlook, Customer Service, Research, Investments, Account Reconciliation, Financial Services, Corporate Actions, Process Improvement, Securities, Project Management, Auditing, Options, FX Derivatives
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2013
Bachelor of Science (BS), Finance, General
Porch October 2014 - Present
Amazon January 2013 - September 2014
University of Manitoba September 2012 - December 2012
Morgan Stanley May 2012 - August 2012
Agriculture and Agri-Food Canada December 2011 - April 2012
CS Games 2012 February 2012 - February 2012
ISPA 2012 February 2012 - February 2012
International Conference on Information Systems, Technology & Management November 2011 - December 2011
University of Manitoba September 2011 - December 2011
High Performance Computing Conference, Student Research Symposium in Bangalore, India, Dec. 2011 September 2011 - November 2011
Skills
OpenMP, OpenCL, C, C++, Visual Studio, HTML, Visual Basic, VBScript, Java, JavaScript, C#, CUDA, VMware, Microsoft Office, Optimization, Research, Problem Solving, Teaching, Troubleshooting, Visio, Windows, GPU, APU, MPI, Perl, Eclipse, Testing, Python, Unix Operating Systems
Education
University of Manitoba 2011 — 2014
Master's, Computer Science
University of Manitoba 2006 — 2011
Bachelor's - Honours Program w/ Co-op, Computer Science
Steinbach Regional Secondary School 2003 — 2006
Diploma, Computer Science, Academic
MORGAN STANLEY August 2007 - Present
Skills
FATCA, Financial Planners, Securities, Mutual Funds, Strategic Financial..., Retirement Planning, High Net Worth..., Finance, Tax Advisory, Tax Reporting, Investments, Fixed Income, Estate Tax Planning, Operational Risk..., Portfolio Management, Equities, Corporate Actions, Financial Services, Analysis, Investment Banking, Financial Analysis, Accounting, Internal Audit, Risk Management
Education
UMBC 2003 — 2007
B.S. Financial Economics, Accounting and Finance
University of Maryland Baltimore County
Bachelor ofScience, Financial Economics
Needham & Company June 2011 - Present
Morgan Stanley June 2010 - August 2010
BlueWater Acquisitions, LLC October 2009 - December 2009
Skills
Investment Banking
Education
University of Maryland - Robert H. Smith School of Business 2007 — 2011
Finance and International Business
University of Maryland College Park 2007 — 2011
Bachelors, Finance and International Business
Kaiser Permanente September 2014 - Present
Kaiser Permanente October 2012 - September 2014
Kaiser Foundation Health Plan June 2009 - October 2012
Kaiser Permanente June 2008 - May 2009
University of Maryland Panhellenic Association February 2008 - February 2009
Morgan Stanley October 2006 - December 2007
Skills
Media Relations, Management, Marketing Communications, Program Management, Social Media, Public Relations, Event Planning, Strategic Communications, Marketing, Editing, Public Speaking, Nonprofits, Analysis, Event Management, Fundraising, Social Media Marketing, Research, Leadership, Corporate Communications, Internal Communications, Internal & External..., Crisis Communications
Education
University of Maryland - Robert H. Smith School of Business 2005 — 2009
Bachelor of Science, Marketing
University of Maryland College Park 2005 — 2009
Bachelor of Science (B.S.), Marketing
Presidio 2014 - Present
TAH 2012 - 2013
Booz Allen Hamilton 2009 - 2012
Deloitte Consulting 2007 - 2009
Morgan Stanley 2005 - 2006
Skills
Valuation Modeling, Financial Modeling, Corporate Finance, Financial Analysis, Business Strategy, Valuation, Strategic Planning, Mergers, Capital Budgeting, Due Diligence, Change Management, Management Consulting, Forecasting, Strategy, Risk Management, Analysis, Investments, DCF, Competitive Analysis, Finance, Budgets, Mergers & Acquisitions
Education
University of Maryland - Robert H. Smith School of Business 2007 — 2008
Masters of Business Administration, Finance
University of Maryland College Park
BA, Government and Politics; Environmental Science and Policy
Lancaster Pollard May 2015 - August 2015
Morgan Stanley July 2012 - August 2014
T. Rowe Price February 2011 - December 2011
Network Solutions Center August 2007 - September 2009
Education
University of Maryland - Robert H. Smith School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance
University of Maryland Baltimore County 2008 — 2012
Financial Economics, Accounting, Management Science, MBA Prepatory Studies Program
Lockheed Martin April 2015 - Present
Morgan Stanley June 2013 - April 2015
Morgan Stanley June 2012 - August 2012
Novartis June 2011 - August 2011
Skills
Derivatives, Equities, Capital Markets, Management, Budgets, Risk Management, Bloomberg, Program Management, Financial Analysis, Financial Forecasting
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2013
Bachelor's Degree, Finance and Economics Double Major, 3.6 GPA
2016 Level II Candidate in the CFA Program
TRILLIUM - Labs - Trading - Funds September 2013 - Present
FTN Financial June 2012 - August 2012
Morgan Stanley June 2011 - December 2011
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2013
Bachelor's Degree, Finance and Supply Chain Management (dual degrees), 3.82 Grade Point
Syosset Senior High School 2005 — 2009
New York State Advanced Regents Diploma with High Honors
Covanta Energy 2013 - Present
MassRecycle May 2011 - August 2013
Capital Paper Recycling, Inc. / Mass Hauling, Inc January 2005 - 2013
Morgan Stanley 1999 - 2002
Lehman Brothers 1997 - 1999
Skills
Sustainability, Recycling, Business Development, Renewable Energy, Contract Negotiation, New Business Development, Facilities Management, Leadership, Green Building, Management, Environmental Awareness, Strategic Planning, Contract Management, Waste Management, Due Diligence, Energy, Asset Management, Mergers & Acquisitions, Commercial Real Estate, Sales, Revenue & Profit Growth, New Venture Development, Real Estate, Property Management, Energy Management, Budgets, Waste, Asset Managment, Fundraising, Project Management, Energy Efficiency, LEED, Strategy, Analysis, Sustainable Business, Cleantech, M&A Negotiations, Deal Sourcing, Sustainability...
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA
University of Mary Washington
Bachelor of Science
Deloitte March 2015 - Present
PwC July 2014 - March 2015
PwC August 2011 - June 2014
PricewaterhouseCoopers June 2010 - August 2010
Deleon and Stang CPA's and Advisors January 2009 - April 2009
Morgan Stanley October 2005 - June 2006
Education
Virginia Polytechnic Institute and State University 2015 — 2017
Master's Degree, Information Technology
University of Maryland College Park 2009 — 2010
BA, Economics
University of Maryland - Robert H. Smith School of Business 2006 — 2010
BS, Accounting
The Rummage Group September 2007 - Present
Morgan Stanley July 2004 - July 2007
Branch Banking and Trust October 2002 - July 2004
Wachovia Securities September 1999 - September 2002
H&R Block Financial Advisors (Olde Discount Stockbrokers) September 1996 - September 1999
First Union National Bank January 1993 - September 1996
Rumweb Enterprises Inc. June 1986 - October 1992
Education
University of Maryland College Park 1990 — 1993
Bachelor's Degree, Business Finance
University of Maryland - Robert H. Smith School of Business 1989 — 1993
B.S.B.A., Finance, Psychology, Economics
Novetta Solutions September 2013 - Present
IBM March 2006 - September 2013
Crucial Security September 2005 - February 2006
Merrill Lynch August 2004 - September 2005
BAE SystemsTy December 2003 - August 2004
Bank One August 2002 - December 2003
Morgan Stanley March 2001 - August 2002
Sengen June 2000 - March 2001
US Marine Corps July 1995 - July 2000
Skills
Unix, Perl, Databases, Integration, Software Development, SQL, Data Center, Enterprise Architecture, Management, Leadership, Enterprise Software, Analysis, Servers, Oracle, Product Management, System Administration, Architecture, Web Applications, Network Security, Requirements Analysis, Architectures, Cloud Computing, Project Management, SaaS
Education
University of Maryland - Robert H. Smith School of Business 2008 — 2010
MBA, Strategy, Marketing
University of Phoenix 2000 — 2003
BS, Information Technology
PwC January 2015 - Present
Morgan Stanley May 2014 - December 2014
Skills
Microsoft Excel, PowerPoint, Financial Accounting, Chinese, Corporate Finance, Account Reconciliation, Management, Internal Controls, US GAAP, Teamwork, Payroll
Education
University of Maryland College Park 2013 — 2014
Master's degree, Accounting
University of Maryland - Robert H. Smith School of Business 2009 — 2013
Bachelor's degree, Accounting
Deloitte Consulting September 2014 - Present
Deloitte August 2013 - September 2014
Morgan Stanley 2012 - 2012
Vytex Windows June 2009 - August 2010
Skills
Financial Analysis, Microsoft Excel, Data Analysis, Financial Modeling, Analysis, PowerPoint, Microsoft Office, Financial Reporting, Business Analysis, Project Management
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2013
Bachelors, Finance, Psychology
University of Maryland College Park 2009 — 2013
Bachelor of Science (B.S.), Finance
Morgan Stanley August 2014 - Present
Morgan Stanley June 2013 - August 2013
Dartmouth College February 2010 - July 2012
Mascoma Savings Bank August 2006 - January 2010
Skills
Financial Modeling, Corporate Finance, Investment Banking, Financial Analysis, Alternative Investments, Investment Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Master of Business Administration (MBA)
University of Maine
Bachelor of Science (BS)
Tenable Network Security April 2015 - Present
Millennial Media July 2012 - April 2015
Williams Scotsman March 2011 - July 2012
Morgan Stanley September 2005 - March 2011
Skills
Business Analysis, Pricing, Analysis, Analytics, Data Analysis, Corporate FP&A, Department Budgeting, Forecasting, Financial Modeling, Financial Analysis
Education
University of Maryland - Robert H. Smith School of Business 2001 — 2005
B.S., Finance
MicroStrategy October 2013 - Present
Basware October 2012 - October 2013
Paychex May 2012 - October 2012
Paychex June 2011 - May 2012
Paychex, Inc. June 2006 - July 2011
Paychex April 2001 - May 2006
Morgan Stanley January 1997 - April 2001
Skills
401k, PEO, Selling, Sales Process, Salesforce.com, Employee Benefits, Sales Presentations, Sales, Payroll, New Business Development, Sales Operations, Cold Calling, Training, Business Development, Leadership, Management, Human Resources, Solution Selling, Account Management
Education
University of Maryland - Robert H. Smith School of Business 1991 — 1995
Commack High School 1988 — 1991
Westfield, LLC July 2007 - Present
Westfield, LLC July 2003 - July 2007
Westfield, LLC January 1998 - July 2003
Morgan Stanley March 1997 - January 1998
Penreal Advisors, Ltd. March 1995 - March 1997
Skills
Real Estate Development, Leases, Property Management, Shopping Centers, Real Estate, Real Estate Economics, Disposition, Asset Management, Lease Administration, Due Diligence, Corporate Real Estate, Financial Analysis, Lease Negotiations, Real Estate Transactions, Tenant, Commercial Real Estate, Location Intelligence, Landlords, Accounting, Financial Reporting
Education
University of Manitoba
University of Mary Washington May 2014 - Present
M&P Restaurant June 2010 - Present
Morgan Stanley June 2015 - August 2015
Fauquier County Public Library January 2013 - May 2013
Skills
International Relations, History, Political Science, Public Speaking, Research
Education
University of Mary Washington 2013 — 2017
Major in Political Science/ Minor in Economics
Liberty High School 2009 — 2013
Advanced Studies Diploma
Fortress Investment Group April 2015 - Present
Barclays June 2012 - April 2015
Morgan Stanley June 2009 - June 2012
Education
University of Maryland - Robert H. Smith School of Business 2005 — 2009
Bachelor of Science (BS), Finance, General
Deutsche Bank July 2014 - Present
Morgan Stanley November 2013 - July 2014
Barclays February 2013 - September 2013
BNY Mellon January 2012 - February 2013
Morgan Stanley August 2009 - January 2012
Skills
Swaps, Repos, Euroclear, Commercial Paper, Equity Swaps, Reference Data, Settlements, Service Excellence, MS Office tools, Business Concepts, Pricing, Master Data, Fixed Income, NAV, Fair Market Value, Risk Management
Education
University of Maryland - Robert H. Smith School of Business 2004 — 2008
Bachelor of Science, Marketing
Merrill Lynch November 2014 - Present
Morgan Stanley May 2013 - November 2014
DailyISO January 2011 - May 2013
ICM Partners August 2007 - December 2010
DBA Daniel Farr September 2003 - August 2007
Education
University of Maryland - Robert H. Smith School of Business 1999 — 2004
Bachelor’s Degree, Business
Google June 2015 - Present
FriendsWithNumbers.org June 2013 - Present
ESPN March 2015 - May 2015
ESPN June 2013 - February 2015
National Football League June 2012 - January 2013
GrubHub.com September 2011 - January 2012
The CIM Group June 2010 - September 2010
Morgan Stanley June 2008 - July 2008
Skills
Access, SEO, Product Management, Microsoft Excel, Salesforce.com, Product Development, PowerPoint, Microsoft Office, Business Analysis, CRM, VBA, Visual Basic, Microsoft Dynamics, Microsoft Word, Ebay Sales, OS X, SQL, CSS, Excel, Analytical Skills, Bloomberg Terminal, Wordpress, Logistics, Bilingual, Hebrew, SharePoint, Windows Remote Desktop, Agile Project Management, Microsoft CRM, Agile Methodologies, product owner, Microsoft Exchange, SAP, Bloomberg, C++, PHP, MySQL, Html, Adsense, Five9, MIS, Microsoft SQL Server, Unix, Oracle SQL, Mac OS X, Supply Chain Management, VBScript, Active Directory, Google Adwords, Remarketing
Education
University of Maryland - Robert H. Smith School of Business 2007 — 2011
Bachelors of Science, Management Information Systems AND Supply Chain Management
University of Technology, Sydney 2009 — 2010
One Year Program, Business Administration, Management and Operations
Jerusalem College of Technology 2006 — 2007
One Year Program, Business Management
Shalhevet High School 2002 — 2006
Morgan Stanley January 2005 - Present
A.G. Edwards & Sons, Inc. June 1997 - January 2005
Skills
Financial Analysis, Financial Modeling, Insurance, Investments, Leadership, Mutual Funds, Operations Management, Portfolio Management, Process Improvement, Retirement, Retirement Planning, Risk Management, Saving for Education, Securities, Series 63, Series 7, Strategic Planning, Wealth Management
Education
University of Louisville 1990 — 1996
BSB/MBA, Business
Trinity High School 1986 — 1990
AIG January 2014 - Present
Tycoon Machine LLC June 2015 - Present
Resolve Fitness April 2013 - Present
Constellation Energy 2011 - 2012
Morgan Stanley June 2010 - August 2010
Skills
Strategic Planning, Project Management, New Business Development, Business Development, Strategy, Personal Development, Management, Life Insurance, Portfolio Management, Wellness Coaching, Strategic Financial..., Fixed Annuities, Project Planning, Investments, Finance, Financial Planning, Retirement Planning, Variable Annuities, Estate Planning, Small Business..., Buy-sell Agreements
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2011
Finance, Business
American Express June 2013 - Present
BlackRock May 2011 - June 2013
Morgan Stanley 2006 - May 2011
JP Morgan Chase 2003 - 2006
Johnson & Johnson 2002 - 2003
Alcatel-Lucent 1999 - 2002
Skills
Acquisitions, Financial Modeling, Corporate Finance, Mergers, Valuation, Asset Managment, Finance, Forecasting, Portfolio Management, Financial Analysis, Asset Management, Real Estate, Corporate Real Estate, Strategy, Investments, Mergers & Acquisitions, Budgets, Real Estate Economics, Cross-functional Team..., Analysis, Strategic Financial..., Leadership, Executive Management, Management, Due Diligence, Strategic Planning, Accounting, Entrepreneurship, Restructuring, Strategic Partnerships, Cash Flow, Risk Management, Negotiation, Variance Analysis, Internal Audit, Private Equity, Project Management, Contract Negotiation, Business Planning, Business Strategy, Vendor Management, Process Improvement
Education
University of Maryland - Robert H. Smith School of Business 1995 — 1999
BS, Finance
AltaVista Strategic Partners January 2012 - Present
The Mergis Group August 2011 - January 2012
Morgan Stanley January 2011 - August 2011
Dreamhome Remodeling Inc June 2008 - January 2010
Liberty Tax Service January 2009 - May 2009
Servpro of Annapolis/Severna Park September 2007 - June 2008
University of Maryland Men's Basketball September 2003 - May 2007
Skills
Marketing, Business Development, Sales, Marketing Strategy, Customer Service, Leadership, Management, Contract Negotiation, Social Media Marketing, Email Marketing, Time Management, Cold Calling, Selling, Budgets, Accounting, Training, Property Management, Recruiting, Strategic Partnerships, Social Media, Mergers & Acquisitions, Analytics, Account Management, Strategic Planning, CRM, Process Scheduler, New Business Development, Real Estate, Financial Analysis, Accounts Payable, Small Business, Program Management, Team Building, Negotiation, Market Analysis, Online Marketing, Direct Sales, Business Strategy, Brand Development, Marketing Management, Entrepreneurship, Consulting, Digital Marketing, Direct Marketing, Marketing Communications, Telemarketing, Building Brand Awareness, Product Marketing, LinkedIn Training, Linkedin Marketing
Education
University of Maryland Baltimore County 2008 — 2010
Bachelor of Arts, Economics
University of Maryland College Park 2003 — 2007
Bachelor of Arts, United States History
Archbishop Spalding High School 1999 — 2003
High School Diploma
Morgan Stanley June 2015 - Present
Booz Allen Hamilton December 2013 - June 2015
Booz Allen Hamilton July 2012 - December 2013
Booz Allen Hamilton August 2011 - July 2012
US Army May 2005 - August 2011
Skills
Military Operations, Top Secret, Army, Leadership, Logistics, Operational Planning, Security Clearance, Military Experience, Military, DoD, Defense, Military Logistics, Training, Organizational..., Cross-functional Team..., Command, Analysis, Government, Government Contracting, Logistics Management, Proposal Writing, Program Management, Intelligence, Counterterrorism, Exercises, Intelligence Analysis, Management
Education
University of Maryland - Robert H. Smith School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General Management
Virginia Military Institute 2001 — 2005
B.A., History
Morgan Stanley June 2013 - Present
UBS Wealth Management June 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Finance, Portfolio Management, Investments, Project Management, Team Leadership, Organizational..., Client Services, Financial Analysis, Financial Modeling, Wealth Management, Customer Service
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2013
Bachelor of Science (B.S.), Finance, GPA: 3.5/4.0
Morgan Stanley June 2014 - Present
Morgan Stanley June 2013 - August 2013
Coleman Country Day Camp June 2009 - August 2012
Skills
Microsoft Excel, PowerPoint, Research, Microsoft Office, Microsoft Word, Team Leadership, Visio, Teamwork, Communication, Business Analysis, Leadership, College Recruiting, Public Speaking, Facebook
Education
University of Maryland - Robert H. Smith School of Business 2010 — 2014
Bachelor's Degree, Finance, General
Holy Trinity High School 2006 — 2010
CDWG May 2008 - Present
Morgan Stanley December 2007 - April 2008
CDW June 2003 - December 2007
Microwarehouse Gov/Ed 2003 - 2004
Skills
Consultative Selling, Solution Selling, Professional Services, Managed Services, Account Management, Selling, Management, SaaS, Cloud Computing, Enterprise Software, Data Center, Sales Process, Direct Sales, Salesforce.com, Strategic Partnerships, Cold Calling
Education
University of Maryland - Robert H. Smith School of Business 1999 — 2003
BS, Management Information Systems
University of Maryland College Park 1999 — 2003
BS, Management Information Systems
Morgan Stanley April 2015 - Present
Barclays Investment Bank June 2013 - April 2015
UBS Investment Bank August 2012 - June 2013
AXA Advisors June 2011 - August 2012
Neuberger Berman Group LLC June 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Skills
Investments, Bloomberg, Analysis, Finance, Due Diligence, Equities, Wealth Management, Financial Modeling, Strategy, Capital Markets, Securities, Portfolio Management, Fixed Income, Series 7, Equity Trading, Series 55
Education
University of Maryland - Robert H. Smith School of Business 2007 — 2011
Bachelor of Science, Finance
Morgan Stanley June 2015 - Present
LA Fitness April 2015 - Present
Booz Allen Hamilton June 2014 - August 2014
Booz Allen Hamilton June 2013 - January 2014
Rita's Italian Ice July 2012 - July 2013
Skills
Government, Strategic Communications, Research, Microsoft Office, Microsoft Excel, PowerPoint, SharePoint, Outlook, Management Consulting
Education
University of Maryland Baltimore County 2014 — 2017
Bachelor's Degree, Economics and International Affairs, Sophomore
Goldman Sachs April 2015 - Present
Town Residential January 2015 - Present
Coldwell Banker AC Lawrence June 2014 - December 2014
Lukoil Pan Americas LLC December 2012 - May 2014
Morgan Stanley November 2009 - December 2012
Skills
Oil & Gas Industry, Commodity Risk..., Risk Management, Operations, Contract Management, Affirmations, Validation, Team Leadership, Excel, Strategic Planning, PowerPoint, Word, Cross Training, Fast Learner, Corporate Communications, Problem Solving, Team Building, Energy, Microsoft Excel, Microsoft Word, Commercial Real Estate, Real Estate, Real Estate Sales..., Real Estate Transactions, Rental Real Estate
Education
University of Maryland - Robert H. Smith School of Business 2005 — 2008
bachelor of science, Finance
University of Maryland College Park 2005 — 2008
Bachelor of science, Finance
Morgan Stanley 2015 - 2015
Skills
Management, SharePoint
Education
University of Maryland - Robert H. Smith School of Business 2012 — 2014
Ameriprise Financial Services, Inc. 2006 - Present
Morgan Stanley May 2005 - May 2006
Cingular 1997 - 2004
Cingular 1995 - 1997
Skills
Retirement Planning, Estate Planning, Small Business, Finance, Saving for Education, Series 7, Wealth Management, Investments, Strategic Financial..., Mutual Funds, Series 63, Asset Allocation, Retirement, Investment Advisory, Fixed Annuities
Education
University of Maine 1989 — 1993
BS, Finance
Cheverus High School 1986 — 1989
High School
College for Financial Planning
CRPC (r), Retirement Planning
SPS Consulting, LLC August 2014 - Present
Applied Information Sciences January 2013 - February 2014
Robert H. Smith School of Business, University of Maryland August 2013 - December 2013
Morgan Stanley June 2012 - August 2012
University of Maryland Conferences and Visitor Services April 2011 - April 2012
Skills
Information Analysis, Innovation, Integration, Systems Analysis, Systems Management, Small Business..., Information Systems, Business Analysis, PowerPoint, Project Management, Microsoft Excel, Microsoft Office, Business Process..., Consulting, SQL, Process Improvement, Time Management, Microsoft Word, VBA, Research, Team Leadership, Analysis, Visual Basic, Statistics, Marketing Strategy, Access, Marketing, Management, Facebook, Social Media, Data Analysis, MS Project, Public Speaking, Financial Analysis, Event Planning, Prezi, Accounting, Teamwork, Teaching
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2013
Bachelor of Science (BS), Management Information Systems, General
University of Maryland College Park, Robert H. Smith School of 2009 — 2013
Bachelor of Science (BS), Accounting
NuVasive June 2015 - Present
NuVasive March 2014 - June 2015
Morgan Stanley January 2011 - August 2013
U.S. Citizenship and Immigration Services (USCIS) June 2010 - December 2010
Skills
Project Planning, Document Drafting, Business Analysis, Analytical Skills, Communication Skills, Employee Training, Organization &..., Project Management, Strategy, Data Analysis, Leadership, MS Project, SharePoint, Microsoft Office, Sales, PowerPoint, Microsoft Project
Education
University of Maryland - Robert H. Smith School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Management and Organization
University of Maryland Baltimore County 2007 — 2010
Bachelor’s Degree, History and Economics
Morgan Stanley July 2012 - Present
Merrill Lynch September 2008 - July 2012
PMI 2004 - 2008
Idealab 2001 - 2004
LEGO Group 1997 - 2001
LEGO Group 1996 - 1997
LEGO Group 1994 - 1996
LEGO Group 1987 - 1994
Skills
Life Insurance, Financial Services, Capital Management, Carlsbad, Financial Advisory, Merchant Services, Financial Planners, Life insurance quotes, Retirement Planning, Lines Of Credit, Letters of Credit, Treasury Services, long term capital..., Merrill Lynch Financial..., Residential Mortgages, Business Lines of Credit, Home Equity Lines of..., 401k, 401k planning, Long Term, Management, Strategic Planning, Sales, Investments, Sales Management
Education
University of Maine 1982 — 1986
BA, Economics
Glastonbury high school 1978 — 1982
High school diploma
The Washington Group/MassMutual Greater Washington 2005 - Present
Morgan Stanley February 2003 - October 2005
Prudential Financial January 1999 - January 2003
Mercer Management Consulting February 1998 - February 1999
JP Morgan Chase 1988 - 1997
Accenture (formerly Andersen Consulting) March 1985 - March 1989
Citi May 1984 - March 1985
Skills
Business Retirement..., Retirement, Fixed Annuities, Employee Benefits, Financial Services, Finance, Life Insurance, Insurance, Disability Insurance, Strategy, Business Development, Product Management, Management, Valuation, Mergers & Acquisitions, Restructuring
Education
University of Maryland - Robert H. Smith School of Business 1982 — 1984
MBA, Finance
The American University/School of International Service 1980 — 1982
Bachelor of Arts (BA), International Affairs/Asian Studies
Montgomery College 1975 — 1980
Associate of Arts (A.A.), Business/Commerce, General
Booz Allen Hamilton August 2012 - Present
Robbins-Gioia, LLC February 2011 - July 2011
Morgan Stanley August 2007 - August 2010
PNC (Formerly Mercantile Safe-Deposit & Trust Company) January 2006 - August 2007
Skills
Business Process..., Management Consulting, Financial Modeling, Financial Analysis, Business Analysis, Risk Management, Data Analysis, Change Management, Business Strategy, Strategic Planning, Program Management, Process Improvement, Project Management, Business Development, SDLC, Management, Cross-functional Team..., Operations Management, Strategy, Analysis, Financial Risk, Analytics, Finance, Government
Education
University of Maryland - Robert H. Smith School of Business 2010 — 2012
MBA
University of Maryland Baltimore County 2003 — 2007
Bachelor of Science, Financial Economics
Morgan Stanley July 2015 - Present
MLF Lexserv, LP November 2014 - July 2015
MLF Lexserv, LP August 2013 - October 2014
Jade Private Wealth Management June 2010 - April 2013
Jade Private Wealth Management September 2008 - May 2010
National Electricians Benefit Fund June 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Data Analysis, Microsoft Excel, Microsoft Office, Investments, PowerPoint, Business Analysis, Microsoft Word, Financial Reporting, Wealth Management, Market Research, Customer Service, Investment Advisory
Education
Passed Level I of the CFA Program
University of Maryland - Robert H. Smith School of Business 2006 — 2010
Bachelor of Science (BS), Finance, General
Morgan Stanley July 2015 - Present
Envestnet, Inc July 2013 - March 2015
Prudential Financial 2009 - 2013
Prudential Financial 2005 - 2009
Prudential Financial 2002 - 2005
Prudential Financial 1996 - 2002
Noonan, Ashley, Pearce 1994 - 1996
Skills
Investments, Portfolio Management, Financial Services, Wealth Management, Financial Analysis, Asset Management, Financial Planning, Banking, Portfolio Performance..., Series 7, Series 65, Mutual Funds, Finance, ETFs
Education
University of Maine
Bachelor's Degree, Business Administration
Global Systems Technologies, Inc (GST) September 2014 - Present
SRA International July 2010 - June 2013
Morgan Stanley August 2007 - January 2009
Skills
Software Quality..., Quality Assurance, Requirements Analysis, SDLC, Software Documentation, Testing, Visio, SharePoint, Test Planning, System Testing, SQL, User Acceptance Testing, Quality Center, Manual Testing, Agile Methodologies, Databases
Education
University of Maryland - Robert H. Smith School of Business
Bachelor of Science (B.S.), International Business, 3.637 GPA
Georgetown Preparatory School 1995 — 1999
Allegis Group December 2013 - Present
Morgan Stanley January 2012 - November 2013
Quantum Financial Advisors, inc. September 2010 - December 2010
Fun Events USA December 2006 - January 2010
Skills
Data Analysis, PowerPoint, Research, Social Media, Risk Management, Microsoft Excel, Valuation, Equities, Microsoft Office, Social Media Marketing, Marketing, Event Management, Fixed Income, Analysis, Financial Risk
Education
University of Maryland - Robert H. Smith School of Business 2007 — 2011
Bachelor of Science (B.S.), Finance and Marketing
Morgan Stanley June 2015 - Present
Morgan Stanley May 2014 - June 2015
Morgan Stanley June 2013 - July 2014
Morgan Stanley April 2012 - August 2012
Alpha Epsilon Pi March 2011 - April 2012
Morgan Stanley Smith Barney May 2011 - August 2011
The Manhattan Club December 2010 - February 2011
Skills
Market Research, Management, Financial Analysis, Finance, Marketing, Financial Reporting, Reporting & Analysis, Financial Services, Microsoft Excel, Investments, Portfolio Management, Financial Modeling, Valuation, Fixed Income
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2013
Bachelor of Science (B.S.), Finance and Marketing
Morgan Stanley August 2014 - Present
RJ Bentley's November 2012 - November 2014
Tiger Woods Foundation May 2013 - July 2013
Baltimore Orioles January 2013 - May 2013
Lang Development Group June 2011 - August 2012
Skills
Customer Service, Social Media, Leadership, Public Speaking, Social Media Marketing, Cold Calling, Promotions, Facebook, PowerPoint, Event Planning, Sales, Teamwork, Microsoft Office, Microsoft Excel, Financial Operations, Operational Risk, Escalation Process, Problem Solving, Sponsorship Activation, Critical Thinking, Sports Marketing, Advertising, Social Networking, Hospitality, Research, Microsoft Word, Outlook, Editing, Employee Training, Employee Management
Education
University of Maryland - Robert H. Smith School of Business 2011 — 2014
Bachelor of Science, Marketing
Saint Mark's High School 2006 — 2010
Morgan Stanley August 2009 - Present
Laurus Capital Management August 2008 - August 2009
Skills
Valuation, Financial Modeling, Equities, Derivatives, Fixed Income, Corporate Finance, Bloomberg, Investment Banking, Capital Markets, Hedge Funds, Private Equity, Equity Research, Equity Valuation
Education
University of Maryland - Robert H. Smith School of Business 2004 — 2008
BS, Finance
Morgan Stanley June 2015 - Present
WBA Research (Formerly WB&A Market Research) May 2013 - May 2015
Maryland Sports Properties December 2013 - May 2014
Skills
Marketing Research, Quantitative Research, Survey Design, Focus Groups, Qualitative Research, Customer Insight, Primary Research, Segmentation, Market Research, Consumer Behaviour, Analytics, SPSS, Competitive Intelligence, Advertising Research, Data Collection, PowerPoint, Social Media, Microsoft Excel, Microsoft Word, Marketing, Microsoft Office, Public Speaking, Research
Education
University of Maryland - Robert H. Smith School of Business 2012 — 2016
Finance, General
Morgan Stanley June 2014 - Present
Daniels & Daniels, LLC June 2013 - June 2014
Vince Camuto August 2012 - December 2012
Leading Authorities, Inc. Speakers Bureau May 2012 - December 2012
Campus Brand Ambassador at Blackberry through Mr. Youth Social Marketing September 2011 - August 2012
Privately Hired December 2008 - August 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Photoshop, Event Planning, Public Relations, Writing, Communication, Organization, Time Management, Problem Solving, Public Speaking, Teamwork, Leadership, Project Management, Microsoft Office
Education
University of Maryland - Robert H. Smith School of Business 2010 — 2014
Bachelor of Science (B.S.), Marketing, Supply Chain Management, Philosophy
Gill St. Bernards 2006 — 2010
Morgan Stanley June 2015 - Present
Bakersfield Condors March 2015 - April 2015
Under Armour May 2013 - July 2013
Healey Brothers Automotive Dealerships March 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, Microsoft Word
Education
University of Maine 2011 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
University of Maine 2011 — 2015
Business Administration and Management, General
Morgan Stanley May 2014 - Present
Amazon.com January 2010 - April 2014
Varolii July 2008 - January 2010
Varolii February 2005 - July 2008
eWarna.com March 2004 - November 2004
National Research Council May 1999 - September 2000
Skills
Java, Software Design, Software Development, Software Engineering, SQL, Requirements Analysis, Algorithms, Perl, Web Services, Agile Methodologies, Distributed Systems, Enterprise Architecture, User Interface, Computer Science, JavaScript, MySQL, AJAX, Integration, Scrum, Web Applications, Unix, REST, XML, Eclipse, Front-end, Ruby on Rails, Java Enterprise Edition, Spring, Linux, Amazon, Front-end Development, Software Architectural..., Enterprise Software
Education
University of Manitoba 1996 — 2001
BSc. in Computer Engineering
Bank of America July 2013 - Present
Morgan Stanley June 2003 - Present
Goldman Sachs 1999 - June 2003
Cantor Fitzgerald February 1996 - April 1998
Skills
Data Center, Risk Management, Disaster Recovery, Low Latency, Market Data, Vendor Management, Virtualization, Business Continuity, Strategy, Cisco Technologies, Routing, Network Design, Networking, Network Architecture, Managed Services, Cloud Computing, Network Security, Security, Financial Services, Professional Services, IT Strategy, Leadership, Enterprise Architecture, IT Management
Education
University of Maine
Morgan Stanley April 2007 - Present
MasterCard September 2005 - April 2007
NYC Administation for Childrens Services March 2001 - September 2005
Intellisoft October 1997 - February 2001
Skills
Scrum, Certified Scrum Master, Software Development, PL/SQL, Microsoft SQL Server, User Acceptance Testing, Java, Perl, Linux, XML, Spring, Sybase, Teradata, DB2, Microsoft Office, Project Management, Product Development, Google Digital..., Google Analytics..., Program Management
Education
University of Madras 1993 — 1997
Engineering, Electronics
Bank of America June 2006 - Present
Morgan Stanley June 2005 - May 2006
Covansys - A CSC Company March 1999 - March 2005
Covansys India June 1997 - March 1999
Skills
SDLC, Vendor Management, Software Project..., Microsoft SQL Server, IT Strategy, Capital Markets, Business Analysis, PMP, Requirements Analysis, Agile Methodologies, Investment Banking, Equities, Risk Management, Databases, PMO, Requirements Gathering
Education
University of Madras 1992 — 1996
Bachelor of Engineering, Mechanical
MGR 1980 — 1992
Morgan Stanley July 2005 - March 2014
Author March 2002 - May 2004
Skills
Derivatives, Financial Modeling, Capital Markets
Education
Yale University
Doctor of Philosophy (Ph.D.), Economics
University of Manitoba
Bachelor of Science (B.Sc.), Statistics
Morgan Stanley April 2014 - Present
Polaris Financial Technology Limited October 2009 - Present
Morgan Stanley October 2009 - March 2013
Infosys May 2006 - October 2009
Citi May 2006 - October 2009
SRA Systems January 2003 - May 2006
Skills
Experienced Business..., Equity Compensation, Trading, Wealth Management, Employee Stock Options, Business Analysis, Business Relationship..., Requirements Analysis, SDLC, Software Project..., Quality Assurance, Quality Center, HP Quick Test..., Information Technology, CSTE, QTP, Equities, Retail Banking, Project Management, Test Management, Requirements Gathering, User Acceptance Testing
Education
University of Madras 1998 — 2002
Bachelor of Engineering, Mechanical Engineering
Morgan Stanley 2001 - Present
Education
University of Maryland - Robert H. Smith School of Business 1999 — 2001
Thrivent Financial 2009 - Present
Morgan Stanley 2004 - 2009
Local Utility 1983 - 2004
Skills
Securities, Investments, Insurance, Portfolio Management, Finance, Fixed Income, Alternative Investments, Capital Markets, Small Business, Wealth Management, Mutual Funds, Asset Allocation, Investment Strategies
Education
University of Louisville
Bachelor of Science of Business Adminstration, Finance
University of Louisville
Bachelor of Science (B.S.), Chemical Engineering
Moody's Investors Service May 2015 - Present
Morgan Stanley July 2011 - May 2015
Capital One August 2010 - July 2011
Fitch Ratings June 2007 - August 2010
The World Bank October 2004 - August 2006
FDIC 2003 - October 2004
Skills
Credit Risk, Portfolio Management, Financial Modeling, Structured Finance, Capital Markets, Quantitative Analysis, Quantitative Analytics
Education
University of Maryland - Robert H. Smith School of Business
Ph.D., Operations Research and Statistics
FRM®
Global Association of Risk Professional (GARP)
Zhejiang University
B.S.
JPMorgan Chase 2012 - Present
Morgan Stanley 2010 - 2012
The World Bank 2009 - 2010
Credit Suisse 2009 - 2009
Duff Capital Advisors May 2008 - October 2008
Morgan Stanley November 2001 - February 2008
Cyberdialogue / AIM Marketing March 1997 - November 2001
Viacom February 1988 - February 1997
Skills
Project/Program..., Client Services, Vendor Relationship, Technology Project..., Financial Services for..., Client Relationship..., Full SDLC, Communications, Software sales support, Enterprise-level..., People management, Offshore Resource..., CRM software, Consultative Selling, Process Consulting, RFP preparation, Business Process..., Project Management
Education
Loyola College, University of Madras
BS
University of Madras
MBA
TD Bank April 2012 - Present
Barclays Capital January 2011 - March 2012
Bank of America November 2009 - December 2010
Front Office Trading Infrastructure and AIG January 2008 - October 2009
Citibank October 2006 - December 2007
PwC October 2005 - September 2006
Morgan Stanley June 2003 - September 2005
Information Kay Ganz September 1998 - May 2003
Discover Card September 1995 - August 1998
Skills
Risk Management, Management, Enterprise Risk..., Derivatives, Banking, Program Management, SDLC, Enterprise Software, Business Intelligence, Investment Banking, Data Warehousing, Vendor Management, Process Improvement, Business Analysis
Education
University of Madras
Mathematics and Statistics
Morgan Stanley May 2015 - Present
Capgemini Financial Services USA Inc. December 2011 - Present
Nomura securities (Through Capgemini) 2011 - April 2015
Polaris software lab June 2009 - December 2011
UBS Investment Bank( Through Polaris Software lab) August 2007 - December 2011
Polaris Software Lab June 2007 - June 2009
Chennai Corporate Fellowship (CCF) [Non Profit Organization] July 2006 - December 2007
Polaris Software Lab December 2003 - June 2007
Skills
SDLC, .NET, ASP.NET, PL/SQL, C#, JavaScript, Software Development, Web Applications, Visual Studio, ASP, Visual Basic, HTML, Microsoft SQL Server, Requirements Analysis, Software Project..., SQL, Business Analysis, Oracle, Agile Methodologies, Web Services, Solution Architecture, Requirements Gathering, SOA
Education
University of Madras 1999 — 2003
University of Madras 1999 — 2003
BE, Computer Science
Information Builders Inc. August 2013 - Present
Standard & Poor's January 2012 - June 2013
Nomura Securities April 2011 - November 2011
Morgan Stanley March 2010 - 2011
AOL Advertising May 2008 - March 2010
Accoona Corp., Jersey City, NJ, USA September 2006 - June 2008
BearingPoint Inc. (formerly KPMG Consulting), Denver, CO, USA January 2001 - August 2006
Patni Computer Systems, Bombay, INDIA October 1998 - October 2000
Indian Institute of Technology, Delhi, INDIA August 1993 - April 1998
Skills
Testing, Software Development, XML, Quality Assurance, LoadRunner, Software Documentation, Microsoft SQL Server, Agile Methodologies, Java, Management, QTP, Quality Center, SDLC, Software Quality..., Test Planning
Education
University of Lucknow
Masters in Science
RBC Capital Markets April 2015 - Present
Morgan Stanley November 2011 - May 2014
Bloomberg LP June 2011 - November 2011
GE Healthcare October 2009 - June 2010
Goldman Sachs October 2006 - April 2009
Infosys May 2006 - October 2006
Skills
Financial Modeling, Business Analysis, Investment Banking, Equities, Financial Analysis, Corporate Finance, Business Objects, Banking, Business Strategy, Capital Markets, Valuation, Derivatives, Mergers & Acquisitions, Market Research, Portfolio Management, Finance, Requirements Analysis, Investments, Leadership, Risk Management
Education
Loyola Institute of Business Administration 2004 — 2006
Master of Business Administration (M.B.A.), Finance, General
University of Madras 2000 — 2004
Engineer's Degree, Electrical, Electronics and Communications Engineering
Morgan Stanley April 2012 - Present
Morgan Stanley July 2009 - May 2012
Constellation Energy December 2008 - June 2009
Constellation Energy June 2008 - December 2008
Bwtech@UMBC Research and Technology Park February 2008 - May 2008
Skills
Investment Banking, Excel, Process Improvement, Customer Relations, Microsoft Excel, Financial Risk, Fixed Income, Risk Management, Balanced Scorecard, Balance Sheet, Equities, Customer Service
Education
University of Maryland - Robert H. Smith School of Business
University of Maryland Baltimore County 2005 — 2009
Financial Economics, B.S., Finance, Economic Development, Africana Studies
Morgan Stanley September 2013 - Present
Morgan Stanley March 2010 - September 2013
MECU of Baltimore, Inc January 2007 - December 2007
Aberdeen Proving Ground Federal Credit Union May 2006 - January 2007
Tower Federal Credit Union March 2004 - May 2006
First Union/Wachovia May 2001 - March 2004
Skills
Banking, Management, Project Management, Risk Management, Procedure Development, Procedure Manuals, Customer Service, Account Management, Metrics Reporting, Change Management, Process Improvement, Public Speaking, Local Government, Team Building, Team Management, Coaching, Professional Mentoring, Credit, Microsoft Office
Education
University of Maryland Baltimore
Bachelor of Arts (B.A.), Government and Public Policy
Kentucky Country Day School July 2004 - Present
H & R Block 2007 - 2008
Stage One: Louisville Children's Theatre 2002 - 2004
Public Radio Partnership 2000 - 2002
Morgan Stanley 1999 - 2000
Waldorf School of Louisville 1996 - 1999
Kentucky Shakespeare Festival 1993 - 1996
The Cumberland November 1989 - March 1992
The Cumberland 1985 - 1992
Oberlin College 1985 - 1988
Education
University of Louisville 1979 — 1999
Bachelor of Science (BS), Finance
Morgan Stanley June 2009 - Present
The Artemis Group June 2008 - May 2009
T. Rowe Price May 2007 - August 2007
Skills
Futures, Options, People Development, Project Management, Business Analysis, Exchange Traded..., Clearing Houses, Financial Regulation, Dashboard Metrics, Graduate of...
Education
University of Maryland Baltimore County 2005 — 2009
BS, Financial Economics, English Writing
Franklin High 2001 — 2005
Under Armour September 2014 - Present
Deloitte Consulting May 2011 - September 2014
MLF Lexserv, LP April 2009 - May 2011
Morgan Stanley July 2008 - February 2009
Education
University of Maryland - Robert H. Smith School of Business 2004 — 2008
Finance
Morgan Stanley December 2013 - Present
TransMontaigne February 2004 - December 2013
Skills
Commodity Markets, Commodity, Trading, Options, Energy, Risk Management, Petroleum, Economics, Hedging
Education
University of Manitoba 1983 — 1987
Bachelor of Science (BS), Agricultural Economics
Natixis Global Asset Management January 2011 - Present
Morgan Stanley March 2010 - December 2010
JP Morgan Chase December 2008 - February 2010
Larsen & Toubro Infotech May 2004 - August 2008
Skills
SDLC, Informatica, Data Warehousing, Oracle, ETL, DB2, Data Modeling, PL/SQL, Sybase, Business Objects, Data Warehouse..., Unix, Requirements Gathering, Unix Shell Scripting, Requirements Analysis, SQL
Education
University of Madras 2000 — 2004
BE, ECE
Morgan Stanley March 2014 - Present
Bank of America November 2013 - March 2014
Sumo Capital, LLC February 2012 - November 2013
Barclays Capital September 2008 - June 2010
Lehman Brothers July 2007 - September 2008
Bridge March 2007 - April 2007
Lehman Brothers May 2006 - July 2006
Abrams Bison Investments LLC February 2006 - May 2006
Skills
Derivatives, Quantitative Finance, Equities, Capital Markets, Portfolio Management, Asset Management, Financial Analysis, Investment Management, Options Strategies, Bloomberg, Python, VBA, R
Education
University of Chicago 2010 — 2011
Masters of Science, Financial Mathematics
University of Maryland - Robert H. Smith School of Business 2003 — 2006
Bachelor of Science, Finance
Strategic Investment Group December 2013 - Present
PricewaterhouseCoopers September 2010 - November 2013
Public Company Accounting Oversight Board November 2009 - January 2010
Morgan Stanley January 2009 - June 2009
Black & Decker June 2008 - August 2008
Kohl's Department Stores May 2004 - July 2008
Skills
Financial Analysis, Real Estate, Private Equity
Education
University of Maryland - Robert H. Smith School of Business 2007 — 2009
Bachelor of Science
Transamerica September 2014 - Present
Morgan Stanley November 2007 - August 2014
Infosys 2003 - 2008
Infosys August 2003 - October 2007
Skills
Valuation, Corporate..., Valuation, Data Modeling, Bloomberg, Corporate Finance, Java, Unix, Derivatives, Capital Markets, Equity Research, Market Risk, Equities, Finance, Economics, Analytics, Mutual Funds, FX Options
Education
University of Maryland - Robert H. Smith School of Business 2010 — 2012
MBA Candidate, Finance
Visvesvaraya Technological University 1999 — 2003
BE, Information Science
United Distributors of Delaware July 2013 - Present
Reliable Churchill January 2011 - July 2013
Morgan Stanley June 2007 - December 2010
Skills
Sales, Marketing, Sales Management, Cold Calling, Account Management, Financial Analysis, Marketing Strategy, Forecasting, Negotiation, Microsoft Office
Education
University of Maryland - Robert H. Smith School of Business 2003 — 2007
Bachelor of Science (B.S.), Finance, General
The Blackstone Group July 2012 - August 2015
Morgan Stanley June 2010 - July 2012
Morgan Stanley June 2009 - August 2009
Trenton Thunder April 2004 - August 2008
Education
University of Maryland - Robert H. Smith School of Business 2006 — 2010
BS, Finance
Citi August 2011 - November 2012
Morgan Stanley June 2010 - August 2011
The Hibbert Group December 2008 - June 2010
Nuware Technology November 2002 - November 2008
Group Health Inc. 2006 - 2008
Credit Suisse 2004 - 2006
AllianceBernstein 2002 - 2004
Verizon Wireless 2001 - 2002
Nucleus Software Solutions Pte. Ltd. 2000 - 2000
M Tech India Pvt. Lt. 1998 - 2000
Skills
Data Modeling, Data Architecture, SDLC, Informatica, Master Data Management, ETL, Erwin, Data Warehouse..., Business Intelligence, Enterprise Architecture, Data Warehousing, Architecture, Cognos, Databases, Integration, Enterprise Software, Solution Architecture, Data Governance, Business Intelligence..., Business Requirements, Data Integration, Oracle, Requirements Gathering, Performance Tuning, Database Design, Sybase, PL/SQL, Requirements Analysis, SOA, Business Objects, Software Project..., Data Migration, DB2, Data Quality, Unix Shell Scripting, IT Strategy, Teradata, Web Applications, OLAP, Unix, Systems Analysis, Architectures
Education
University of Madras 1993 — 1997
B.E., Mechanical Engineering
Morgan Stanley April 2002 - Present
Wells Fargo Financial 2011 - 2011
Bear Stearns Asset Management 1999 - 2002
Deutsche Bank - Bankers Trus 1993 - 1999
Education
University of Madras 1985 — 1989
BE, Computer Science
Don Bosco Egmore 1973 — 1985
Pre-College
Morgan Stanley August 2015 - Present
Morgan Stanley August 2013 - July 2015
Morgan Stanley June 2011 - August 2013
Morgan Stanley July 2009 - June 2011
Freddie Mac May 2008 - December 2008
Skills
Loan Origination, Analysis, Capital Markets, Loans, Valuation, Fixed Income, Finance, Investments, Banking, Financial Analysis, Financial Modeling, Microsoft Excel, Risk Management
Education
University of Maryland - Robert H. Smith School of Business 2005 — 2009
Bachelor of Science, Finance, Major GPA: 4.0 Cumulative GPA: 3.76
University of Maryland College Park 2005 — 2009
Bachelor of Science (B.S.), Finance, General, Major GPA: 4.0 Cumulative GPA: 3.76
Morgan Stanley September 2000 - Present
Smith Barney July 1996 - August 2000
UBS January 1992 - June 1996
Skills
Strategic Financial..., Financial Advisory, Financial Services, Series 7, Trading, Series 63, Retirement Planning, Wealth Management, Securities, Mutual Funds, Asset Allocation, Investment Advisory, Fixed Annuities, Retirement, Investments, Equities, Investment Strategies, Investment Management, Estate Planning, Bonds, Portfolio Management, Fixed Income, Sales, FINRA, Series 65, IRAs, Wealth Management...
Education
University of Maine 1975 — 1978
B.S., Education
Scotiabank January 2015 - Present
RBC Wealth Management October 2010 - December 2014
Morgan Stanley May 2004 - October 2010
The Canadian Depository for Securities Limited (CDS) September 2000 - May 2004
Skills
Requirements Gathering, SDLC, Requirements Analysis, Business Requirements, Business Analysis, Software Project..., User Acceptance Testing, DB2, Agile Methodologies, Data Warehousing, COBOL, JCL, Mainframe, Business Process..., SQL, Business Intelligence, Vendor Management, PL/SQL, Business Process Design, PMP, Solution Architecture, IT Strategy, Derivatives, Project Management, Risk Management, Management, Banking, Consulting, Analysis, Capital Markets, Integration, Financial Services, Equities, Project Delivery, Trading, Portfolio Management, Fixed Income, Management Consulting, Investment Banking, Financial Analysis
Education
University of Toronto - Rotman School of Management 2014 — 2015
Master of Business Administration (M.B.A.)
University of Madras 1996 — 2000
Bachelor's Degree, Electrical and Electronics Engineering, First class with distinction
- Equity Sales & Trading TechnologyJPMorgan ChaseAugust 2014 - Present
Morgan Stanley April 2006 - August 2014
Education
University of Madras
Bachelor of Engineering (B.E.), Electronics and Instrumentation
C-DAC (Centre for Development of Advanced Computing), India
Advanced Computing
CSI Bain Matriculation & Higher Secondary School
High School & Higher Secondary
M&T Bank Assistant VP/Executive AssociateM&T Bank - Real EstateJuly 2007 - January 2012
ING Real Estate 2005 - 2007
Morgan Stanley 2001 - 2002
Education
University of Virginia 1997 — 2001
BA, Economics/Finance
University of Maryland - Robert H. Smith School of Business
Seabrook Partners LLC 2013 - Present
LeFrac Foundation January 2007 - Present
Aronson Capital Partners 2011 - 2013
Morgan Stanley 2009 - 2011
Citigroup Global Markets 2006 - 2009
Claris Capital 2004 - 2006
Ellin & Tucker, Chartered 2003 - 2004
Skills
Financial Modeling, Investment Banking, Corporate Finance, Valuation, LBO, Business Strategy, Financial Analysis, Strategic Planning, M&A experience, Business Valuation, Strategy, Mergers, Restructuring, DCF, Competitive Analysis, Deal Sourcing, Financial Advisory, Recapitalizations, Industry Analysis, Equity Valuation, Business Analysis, Industry Research, Growth Capital, Technical Writing, Cross-border..., Acquisition Analysis, M&A due diligence, Capital Raises, Debt Raising, Mergers & Acquisitions, Due Diligence, Investments, Capital
Education
University of Maryland - Robert H. Smith School of Business
BS, Finance & Business Management
morgan stanley 1994 - Present
State Street 2012 - 2014
EOIS 1992 - 1993
Skills
Vendor Management, Sybase, Equities, Capital Markets, Fixed Income
Education
University of Maine 1989 — 1991
MS, Electrical Engineering
College of Engineering Guindy, Chennai 1984 — 1988
BE, Electronics And Communication
IGATE 2014 - Present
Morgan Stanley 2002 - 2013
Morgan Stanley 2002 - 2013
Morgan Stanley 2002 - 2013
Morgan Stanley 2002 - 2013
Broadway Trading 2000 - 2002
Yahoo! 1999 - 2000
TBWA Chiat/Day 1998 - 1999
Zenith Media 1997 - 1998
Skills
Capital Markets, Fixed Income, Equities, Market Data, Analysis, Settlement, Derivatives, Securities, Trading, Reference Data, Trading Systems, Hedge Funds, Bloomberg, Prime Brokerage, Middle Office
Education
University of Maryland - Robert H. Smith School of Business 1993 — 1997
Bachelors of Science
Clarkstown North High School
MAXIMUS April 2013 - Present
Wells Fargo September 2011 - March 2013
Morgan Stanley July 2010 - August 2011
First Data Corporation August 2009 - July 2010
Verizon October 2008 - February 2009
Skills
HP Exstream, JCL, SDLC, DB2, Requirements Gathering, Unix, Mainframe, Oracle, VSAM, PL/SQL, Requirements Analysis, CICS, SQL, Quality Center, IBM Mainframe
Education
University of Madras 1997 — 2001
Graduate, Electronics & Communications
Morgan Stanley April 2013 - Present
JP Morgan September 2009 - March 2013
Skills
Equities, Portfolio Management, Securities, Financial Analysis, Valuation, Financial Modeling, Bloomberg, Investments, Equity Research, Capital Markets, Finance, Hedge Funds, Financial Services, Microsoft Excel
Education
University of Maryland - Robert H. Smith School of Business 2005 — 2009
Bachelor of Science (BS), Finance
University of Maryland College Park 2005 — 2009
BS, Finance
Morgan Stanley August 2009 - Present
JP Morgan August 2001 - August 2009
Bank of America 1997 - 1999
Bank of America 1997 - 1999
Skills
Investments, Wealth Management, Series 7, Series 63, Portfolio Management, Asset Management, Public Relations, Uniform Combined State..., Credit, Loans, Strategic Financial..., Financial Analysis, Mutual Funds
Education
University of Louisville 1993 — 1996
MBA
University of Louisville 1990 — 1993
BS, Economics
JPMorgan Chase February 2008 - Present
Morgan Stanley July 2005 - January 2008
Skills
Financial Modeling, Bloomberg, Fixed Income, Portfolio Management, Finance, Investments, Analysis
Education
Stony Brook 2002 — 2004
Master's degree, Computer Science
University of Madras 1998 — 2002
Bachelor's degree, Computer Science
Capgemini February 2007 - Present
Morgan Stanley 2008 - 2011
Morgan Stanley 2008 - 2010
Public Service Company of NM 1999 - 2004
Public Service Company of NM 1999 - 2004
Rapidigm 1998 - 1999
DM Data Corp 1997 - 1998
Logic Version 1996 - 1997
CCIT 1994 - 1997
Education
University of Madras 1990 — 1994
B.E, Computer Science
St Pauls Higher Secondary School, Salem
Vinayaka Mission's Research Foundation - University
Morgan Stanley 2000 - Present
Cognizant Technology Solutions 1995 - 2000
Skills
Fixed Income, Trading Systems, Equities, Electronic Trading, C++, Low Latency, KDB+, Equity Derivatives, Sybase
Education
University of Madras 1991 — 1995
Bachelor in Engineering, Computer Science
Chinmaya Vidyalaya, Chennai 1979 — 1991
High School
Morgan Stanley June 2013 - Present
Polaris Financial Technology Limited December 2011 - May 2013
Compunnel Software Group January 2009 - December 2011
Citi February 2006 - December 2008
Polaris Financial Technology Limited June 2001 - February 2006
Skills
SDLC, Java Enterprise Edition, Software Project..., Agile Methodologies, PL/SQL, Web Services, Oracle, DB2, C#, ASP.NET, JSON, Windows Services, Microsoft SQL Server, Ext JS, jQuery, .NET
Education
S.R.M. Engineering College 1997 — 2001
B.E., Computer Science
University of Madras 1997 — 2001
B.E., Computer Science
Cigna April 2014 - Present
Cognizant Technology Solutions February 2005 - Present
JPMorgan Chase February 2013 - April 2014
ACE Group March 2009 - March 2012
Morgan Stanley 2008 - 2009
MetLife May 2005 - March 2008
Skills
JavaScript, Informatica, Android, HTML 5, IBM Mainframe, CSS, Requirements Analysis, Datastage, AS400, IBM Worklight, SDLC, Software Project..., CSS3, jQuery Mobile, Appcelerator, Titanium, Responsive Web Design, CoffeeScript, Agile Methodologies, Mobile Applications, Integration, AngularJS, Jenkins, Maven, IntelliJ IDEA, Eclipse, Tomcat, Bootstrap, LESS, SCSS, PhoneGap, Web Applications, Requirements Gathering
Education
University of Madras 2000 — 2004
B.E., Electrical & Electronics
Maury Donnelly & Parr Inc January 2014 - Present
Simmons & Associates February 2013 - Present
Brown & Brown Flagship October 2009 - February 2013
Morgan Stanley October 2007 - 2008
The Washington Savings Bank September 2001 - November 2005
First Mariner Bank September 1999 - October 2001
National City Mortgage 1989 - 1996
Skills
Strategic Planning, Business Strategy, Contract Negotiation, New Business Development, Financial Analysis, Insurance, Mergers, Business Planning, Small Business, Executive Management, Due Diligence, Strategic Financial..., Business Development, Portfolio Management, Start-ups, Financial Modeling, Public Speaking, Risk Management, Finance, Mergers & Acquisitions, Loans, Financial Services, Team Building, Underwriting
Education
University of Maryland - Robert H. Smith School of Business 1979 — 1983
BS, Finance & Accounting
Perella Weinberg Partners July 2014 - Present
Yale School of Management June 2012 - May 2014
Perella Weinberg Partners June 2013 - August 2013
Morgan Stanley Wealth Management March 2010 - June 2012
Morgan Stanley June 2006 - March 2010
Morgan Stanley June 2005 - June 2006
Skills
Asset Managment, Portfolio Management, Security Analysis, Financial Modeling, Asset Allocation, Risk Management, Financial Statement..., Asset Management, Equities, Mergers & Acquisitions, Bloomberg, Hedge Funds
Education
Yale School of Management 2012 — 2014
Master of Business Administration (MBA)
University of Maryland - Robert H. Smith School of Business 2002 — 2006
Bachelor of Science (BS), Finance
AIG September 2013 - Present
Ernst & Young December 2011 - August 2013
Morgan Stanley December 2010 - December 2011
PricewaterhouseCoopers LLP May 2004 - December 2010
Skills
Investment Management, Auditing, Financial Services, Accounting, Risk Management
Education
University of Maryland - Robert H. Smith School of Business 1999 — 2003
B.S in Accounting, Accounting
Stifel Financial Corp. July 2013 - June 2015
Beech Street Capital January 2013 - July 2013
Outcome Capital May 2012 - October 2012
New Markets Venture Partners September 2011 - May 2012
UMD Undergraduate Mergers & Acquisition Case Competition November 2010 - November 2011
Morgan Stanley June 2011 - August 2011
Convergent Wealth Advisors January 2011 - May 2011
MTB Investment Advisors May 2010 - August 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Investments, Equities, Corporate Finance, Bloomberg, Investment Banking, Due Diligence, Mergers, Equity Research, Capital Markets, Mergers & Acquisitions, Finance, Portfolio Management, LBO
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2012
Bachelor of Science, Finance & Accounting
Morgan Stanley January 2013 - Present
Morgan Stanley October 2012 - December 2012
Morgan Stanley June 2012 - August 2012
Morgan Stanley June 2011 - August 2011
Education
University of Maryland - Robert H. Smith School of Business
Finance, International Business
University of Maryland College Park
Morgan Stanley September 2014 - Present
Stifel Nicolaus July 2011 - September 2014
Morgan Stanley 2008 - July 2011
Skills
Securities
Education
University of Maryland - Robert H. Smith School of Business 2006 — 2008
BS, Marketing, Economics
Orion Consulting Group, Inc. October 2013 - Present
Bay Technologies Consulting Group, Inc. March 2010 - Present
Morgan Stanley May 2008 - March 2010
Skills
Management Consulting, Proposal Writing, Contract Negotiation, Program Management, Government Contracting, Government, Strategic Planning, Contract Management, Process Improvement, Business Development, Procurement, Analysis, Project Management
Education
University of Maryland - Robert H. Smith School of Business
Bachelor of Science (BS), Business/Commerce, General
Bloomberg BNA April 2013 - Present
TEKsystems January 2011 - April 2013
Morgan Stanley February 2009 - September 2010
Mavenspire, Inc. 2009 - 2010
Skills
Business Analysis, Microsoft Office, Data Analysis, Microsoft Excel, Leadership, Process Improvement, Database Administration, Analysis, Outlook, Team Building, Microsoft Word, SharePoint, PeopleSoft, PowerPoint, Callidus, Salesforce.com
Education
University of Maryland Baltimore County 2004 — 2008
Bachelor of Science (B.S.), Financial Economics
Chesapeake High! 2000 — 2004