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
Julia A. Prejs, CIMA® Julia A. Prejs, CIMA®'s Morgan Stanley Experience April 2005 - January 2009
Job Certified Investment Management Analyst®, Wealth Management Officer at Alpine Bank Wealth Management
Industry Financial Services
Experience
Alpine Bank of Colorado September 2013 - Present
UBS Financial Services, Inc. January 2009 - July 2013
Morgan Stanley April 2005 - January 2009
Skills
Mutual Funds, Asset Allocation, Series 65, Financial Analysis, FINRA, Series 63, Investments, Alternative Investments, Fixed Income, Portfolio Management, Banking, Securities, Asset Management, Equities, Wealth Management
Education
University of Pennsylvania - The Wharton School 2011 — 2011
IMCA Certified Investment Management Analyst® Program
University of Maryland College Park 1999 — 2003
BA, Sociology
Alpine Bank of Colorado September 2013 - Present
UBS Financial Services, Inc. January 2009 - July 2013
Morgan Stanley April 2005 - January 2009
Skills
Mutual Funds, Asset Allocation, Series 65, Financial Analysis, FINRA, Series 63, Investments, Alternative Investments, Fixed Income, Portfolio Management, Banking, Securities, Asset Management, Equities, Wealth Management
Education
University of Pennsylvania - The Wharton School 2011 — 2011
IMCA Certified Investment Management Analyst® Program
University of Maryland College Park 1999 — 2003
BA, Sociology
Jason Strewig Jason Strewig's Morgan Stanley Experience 2014 - Present
Job Foreign Currency Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2014 - Present
Sierra Pacific Mortgage 2013 - 2013
U.S. House of Representatives January 2012 - May 2012
Beckman Coulter 2010 - 2012
Beckman Coulter 2009 - 2010
National Institutes of Health June 2004 - August 2004
Skills
Biotechnology, Microsoft Office, Immunoassays, Protein Chemistry, Training
Education
University of Maryland College Park 2005 — 2009
Bachelor of Science (BS), Cell/Cellular and Molecular Biology, B
Morgan Stanley 2014 - Present
Sierra Pacific Mortgage 2013 - 2013
U.S. House of Representatives January 2012 - May 2012
Beckman Coulter 2010 - 2012
Beckman Coulter 2009 - 2010
National Institutes of Health June 2004 - August 2004
Skills
Biotechnology, Microsoft Office, Immunoassays, Protein Chemistry, Training
Education
University of Maryland College Park 2005 — 2009
Bachelor of Science (BS), Cell/Cellular and Molecular Biology, B
Andrea DiPaula Andrea DiPaula's Morgan Stanley Experience June 2012 - September 2013
Job Financial Analyst at Johns Hopkins Home Care Group
Industry Hospital & Health Care
Experience
Johns Hopkins Home Care Group October 2013 - Present
Morgan Stanley June 2012 - September 2013
Johns Hopkins University June 2011 - August 2011
Skills
Microsoft Office, Spanish, Microsoft Excel
Education
University of Maryland College Park 2008 — 2012
Bachelor of Science (BS), Finance, General
Johns Hopkins Home Care Group October 2013 - Present
Morgan Stanley June 2012 - September 2013
Johns Hopkins University June 2011 - August 2011
Skills
Microsoft Office, Spanish, Microsoft Excel
Education
University of Maryland College Park 2008 — 2012
Bachelor of Science (BS), Finance, General
Olufemi Williams Olufemi Williams's Morgan Stanley Experience August 2013 - May 2015
Job Operations and Development Analyst at MagnusAdams
Industry Banking
Experience
MagnusAdams May 2015 - Present
Morgan Stanley August 2013 - May 2015
First Alliance June 2013 - August 2013
BUA Group Lagos Nigeria June 2012 - August 2012
Skills
Business Intelligence, Business Planning, Business Strategy, Financial Analysis, Banking, Business Analysis, Project Management, Research, Strategy, Analysis, Financial Modeling, Team Leadership, PowerPoint, Risk Management, Teamwork
Education
University of Maryland Baltimore County 2010 — 2012
"BS", Business Administration and Management, General
MagnusAdams May 2015 - Present
Morgan Stanley August 2013 - May 2015
First Alliance June 2013 - August 2013
BUA Group Lagos Nigeria June 2012 - August 2012
Skills
Business Intelligence, Business Planning, Business Strategy, Financial Analysis, Banking, Business Analysis, Project Management, Research, Strategy, Analysis, Financial Modeling, Team Leadership, PowerPoint, Risk Management, Teamwork
Education
University of Maryland Baltimore County 2010 — 2012
"BS", Business Administration and Management, General
Christopher Wetzel Christopher Wetzel's Morgan Stanley Experience 2013 - 2014
Job Associate at Capital Group
Industry Financial Services
Experience
Capital Group 2015 - Present
Morgan Stanley 2013 - 2014
Bankers Funding Group, Inc. 2012 - 2013
Skills
New Business Development, Sales Presentations, Marketing, Public Speaking
Education
University of Maryland College Park 2007 — 2012
Bachelor's Degree, Economics
Capital Group 2015 - Present
Morgan Stanley 2013 - 2014
Bankers Funding Group, Inc. 2012 - 2013
Skills
New Business Development, Sales Presentations, Marketing, Public Speaking
Education
University of Maryland College Park 2007 — 2012
Bachelor's Degree, Economics
Emily Ferrall Cullinan Emily Ferrall Cullinan's Morgan Stanley Experience August 2006 - August 2007
Job National Accounts Client Account Manager at American Century Investments
Industry Financial Services
Experience
American Century Investments April 2013 - Present
Mariner Holdings October 2010 - April 2013
AllianceBernstein July 2009 - June 2010
AllianceBernstein January 2008 - July 2009
Morgan Stanley August 2006 - August 2007
Skills
Series 7, Strategy, Asset Managment, Series 63, Investments, Mutual Funds, Asset Management, Leadership, Equities, Management, Marketing
Education
University of Maryland College Park 2002 — 2006
Bachelor of Science, Marketing with a Concentration in Six Sigma Quality Management
American Century Investments April 2013 - Present
Mariner Holdings October 2010 - April 2013
AllianceBernstein July 2009 - June 2010
AllianceBernstein January 2008 - July 2009
Morgan Stanley August 2006 - August 2007
Skills
Series 7, Strategy, Asset Managment, Series 63, Investments, Mutual Funds, Asset Management, Leadership, Equities, Management, Marketing
Education
University of Maryland College Park 2002 — 2006
Bachelor of Science, Marketing with a Concentration in Six Sigma Quality Management
Steve Pollak Steve Pollak's Morgan Stanley Experience May 2001 - June 2002
Job SEO Analyst at NCR
Industry Internet
Experience
NCR Corporation January 2015 - Present
Ballard Designs May 2012 - January 2015
Mother Nature Network February 2010 - May 2012
Pollak Web Design September 2008 - March 2010
Fulton County Daily Report February 2004 - February 2010
Forsyth County News June 2002 - February 2004
Morgan Stanley May 2001 - June 2002
Atlanta Jewish Times May 1998 - June 2001
Skills
HTML, SEO, CSS, Copy Editing, Content Creation, PHP, Web Design, Copywriting, SEM, Content Strategy, Social Media, Social Media Marketing, Google Analytics, Website Development, PPC, Web Analytics, Email Marketing, Blogging, WordPress, Online Marketing, Web Content, Online Advertising, Facebook, Organic Search, Content Development, CMS, Digital Marketing, E-commerce, Content Management, Multi-channel Marketing, Keyword Research, Web Content Management, Web Project Management, Affiliate Marketing
Education
University of Maryland College Park 1991 — 1996
BA, English
NCR Corporation January 2015 - Present
Ballard Designs May 2012 - January 2015
Mother Nature Network February 2010 - May 2012
Pollak Web Design September 2008 - March 2010
Fulton County Daily Report February 2004 - February 2010
Forsyth County News June 2002 - February 2004
Morgan Stanley May 2001 - June 2002
Atlanta Jewish Times May 1998 - June 2001
Skills
HTML, SEO, CSS, Copy Editing, Content Creation, PHP, Web Design, Copywriting, SEM, Content Strategy, Social Media, Social Media Marketing, Google Analytics, Website Development, PPC, Web Analytics, Email Marketing, Blogging, WordPress, Online Marketing, Web Content, Online Advertising, Facebook, Organic Search, Content Development, CMS, Digital Marketing, E-commerce, Content Management, Multi-channel Marketing, Keyword Research, Web Content Management, Web Project Management, Affiliate Marketing
Education
University of Maryland College Park 1991 — 1996
BA, English
Alexandra Bernard Alexandra Bernard's Morgan Stanley Experience June 2013 - Present
Job FX Prime Brokerage Operations at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2013 - Present
Skills
Microsoft Excel, Financial Analysis, Microsoft Word, Trade Finance, Clearing Houses, Futures Trading, Financial Operations, Accounting, Data Analysis, Teamwork, Microsoft Office, PowerPoint
Education
University of Maryland College Park 2009 — 2013
BS, Finance, General
Morgan Stanley June 2013 - Present
Skills
Microsoft Excel, Financial Analysis, Microsoft Word, Trade Finance, Clearing Houses, Futures Trading, Financial Operations, Accounting, Data Analysis, Teamwork, Microsoft Office, PowerPoint
Education
University of Maryland College Park 2009 — 2013
BS, Finance, General
Gary Vogel Gary Vogel's Morgan Stanley Experience September 1997 - February 2004
Job First Vice PresidentInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2004 - Present
Morgan Stanley September 1997 - February 2004
Merrill Lynch December 1990 - September 1997
Education
University of Maryland College Park
Bachelor of Science (B.S.)
Wells Fargo Advisors, LLC February 2004 - Present
Morgan Stanley September 1997 - February 2004
Merrill Lynch December 1990 - September 1997
Education
University of Maryland College Park
Bachelor of Science (B.S.)
Nathan Nazareno Nathan Nazareno's Morgan Stanley Experience July 2013 - Present
Job Analyst at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley July 2013 - Present
Advanced Resources Technologies, Inc. June 2007 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Acess, DBMS, PowerPoint
Education
University of Maryland Baltimore County 2008 — 2012
Bachelor of Science (BS) and Bachelor of Arts (BA), Financial Economics and Business Technology Administration
Morgan Stanley July 2013 - Present
Advanced Resources Technologies, Inc. June 2007 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Acess, DBMS, PowerPoint
Education
University of Maryland Baltimore County 2008 — 2012
Bachelor of Science (BS) and Bachelor of Arts (BA), Financial Economics and Business Technology Administration
Shahmir Ghani Shahmir Ghani's Morgan Stanley Experience January 2015 - Present
Job Balance Sheet Analyst at Morgan Stanley
Industry Accounting
Experience
Morgan Stanley January 2015 - Present
Blazing Embroidery January 2008 - December 2014
Liberty Tax Service February 2013 - April 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Research, Tax Preparation, Tax Accounting, Financial Accounting, Cost Accounting, Management Accounting, Accounting, Access
Education
University of Maryland Baltimore County 2010 — 2014
Business Technology Administration, Accounting
Morgan Stanley January 2015 - Present
Blazing Embroidery January 2008 - December 2014
Liberty Tax Service February 2013 - April 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Research, Tax Preparation, Tax Accounting, Financial Accounting, Cost Accounting, Management Accounting, Accounting, Access
Education
University of Maryland Baltimore County 2010 — 2014
Business Technology Administration, Accounting
Logan Tamres's Morgan Stanley Experience 2002 - 2004
Job Model Risk & Development, JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase 2013 - Present
Credit Suisse 2010 - 2012
Capco 2009 - 2010
AllianceBernstein 2004 - 2008
Morgan Stanley 2002 - 2004
Skills
Series 7, Series 66, Risk Management, Project Management, Product Development, Six Sigma, FINRA, Platform Development, Process Improvement, Portfolio Management, Asset Managment, Fixed Income, Alternative Investments, Equities, Capital Markets, Asset Management, Investment Management, Finance
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
MBA
University of Maryland College Park 1997 — 2002
BA, Economics
JPMorgan Chase 2013 - Present
Credit Suisse 2010 - 2012
Capco 2009 - 2010
AllianceBernstein 2004 - 2008
Morgan Stanley 2002 - 2004
Skills
Series 7, Series 66, Risk Management, Project Management, Product Development, Six Sigma, FINRA, Platform Development, Process Improvement, Portfolio Management, Asset Managment, Fixed Income, Alternative Investments, Equities, Capital Markets, Asset Management, Investment Management, Finance
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
MBA
University of Maryland College Park 1997 — 2002
BA, Economics
Jonathan Vayner Jonathan Vayner's Morgan Stanley Experience 2002 - 2003
Job District Manager at Related
Industry Real Estate
Experience
Related Companies June 2015 - Present
CompassRock Real Estate June 2012 - June 2015
The Dermot Company, Inc August 2006 - May 2012
UBS Wealth Management 2005 - 2006
Morgan Stanley 2002 - 2003
Skills
Property Management, Real Estate, Asset Managment, Due Diligence, Real Estate Development, Construction Management, Budgets, Vendor Management, Financial Analysis, Financial Reporting, Excel, Microsoft Excel, Contract Negotiation, Financial Modeling, Asset Management, Corporate Real Estate, Real Estate Economics, Finance, Contract Management, Real Estate Transactions, Market Research, Disposition, Investment Properties, Leases, Negotiation, Valuation, Affordable Housing, Dispositions
Education
University of Maryland College Park 2001 — 2005
Bachelor of Arts, Economics
Related Companies June 2015 - Present
CompassRock Real Estate June 2012 - June 2015
The Dermot Company, Inc August 2006 - May 2012
UBS Wealth Management 2005 - 2006
Morgan Stanley 2002 - 2003
Skills
Property Management, Real Estate, Asset Managment, Due Diligence, Real Estate Development, Construction Management, Budgets, Vendor Management, Financial Analysis, Financial Reporting, Excel, Microsoft Excel, Contract Negotiation, Financial Modeling, Asset Management, Corporate Real Estate, Real Estate Economics, Finance, Contract Management, Real Estate Transactions, Market Research, Disposition, Investment Properties, Leases, Negotiation, Valuation, Affordable Housing, Dispositions
Education
University of Maryland College Park 2001 — 2005
Bachelor of Arts, Economics
Hayley E. Moss Hayley E. Moss's Morgan Stanley Experience January 2015 - Present
Job Analyst Prime Brokerage Operations, Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Pride Technologies March 2014 - January 2015
TischlerBise, Inc. August 2013 - January 2014
College of Agriculture and Natural Resources, University of Maryland August 2010 - May 2013
DrWinFit Health, LLC September 2012 - December 2012
Capstone On Campus Management September 2011 - November 2012
Monmouth Conservation Foundation June 2011 - August 2011
Skills
Social Media, Facebook, Blogging, Public Relations, Fundraising, Nonprofits, Research, Customer Service, Public Speaking, Event Planning, Sustainability, Social Media Marketing, Social Networking, Media Relations, Editing, Press Releases, Data Analysis, Microsoft Word
Education
University of Maryland College Park 2009 — 2013
Bachelor of Science (B.S.), Agricultural Economics
Morgan Stanley January 2015 - Present
Pride Technologies March 2014 - January 2015
TischlerBise, Inc. August 2013 - January 2014
College of Agriculture and Natural Resources, University of Maryland August 2010 - May 2013
DrWinFit Health, LLC September 2012 - December 2012
Capstone On Campus Management September 2011 - November 2012
Monmouth Conservation Foundation June 2011 - August 2011
Skills
Social Media, Facebook, Blogging, Public Relations, Fundraising, Nonprofits, Research, Customer Service, Public Speaking, Event Planning, Sustainability, Social Media Marketing, Social Networking, Media Relations, Editing, Press Releases, Data Analysis, Microsoft Word
Education
University of Maryland College Park 2009 — 2013
Bachelor of Science (B.S.), Agricultural Economics
Charles Baronette Charles Baronette's Morgan Stanley Experience June 2013 - August 2013
Job SAP Consultant at IBM Global Business Process Services
Industry Investment Management
Experience
IBM Global Business Process Services May 2014 - Present
Morgan Stanley June 2013 - August 2013
CIPFA February 2012 - May 2012
Pet Industry Joint Advisory Council December 2011 - January 2012
Maryland Media June 2011 - August 2011
University of Maryland January 2010 - December 2010
Skills
Accounting, Marketing, Microsoft Office, Economics, Econometrics, Social Networking, Facebook, Microsoft Excel, Data Analysis, Editing, PowerPoint, Outlook, Project Management, Management, Research, Public Speaking, Event Planning, Social Media, Microsoft Word, Endorsements
Education
University of Maryland College Park 2009 — 2013
Bachelor of Arts (BA), Economics
IBM Global Business Process Services May 2014 - Present
Morgan Stanley June 2013 - August 2013
CIPFA February 2012 - May 2012
Pet Industry Joint Advisory Council December 2011 - January 2012
Maryland Media June 2011 - August 2011
University of Maryland January 2010 - December 2010
Skills
Accounting, Marketing, Microsoft Office, Economics, Econometrics, Social Networking, Facebook, Microsoft Excel, Data Analysis, Editing, PowerPoint, Outlook, Project Management, Management, Research, Public Speaking, Event Planning, Social Media, Microsoft Word, Endorsements
Education
University of Maryland College Park 2009 — 2013
Bachelor of Arts (BA), Economics
Richard Stein Richard Stein's Morgan Stanley Experience September 2007 - January 2012
Job Senior Wealth Strategist, UBS Financial Services Inc
Industry Financial Services
Experience
UBS Financial Services Inc January 2012 - Present
Morgan Stanley September 2007 - January 2012
Oppenheimer & Co. Inc. June 2003 - February 2007
Deutsche Bank September 1998 - September 2003
Calvert Investments September 1991 - September 1998
Education
Wharton School of Business 1999 — 2002
University of Maryland College Park 1983 — 1988
Business
High Point High School 1980 — 1983
UBS Financial Services Inc January 2012 - Present
Morgan Stanley September 2007 - January 2012
Oppenheimer & Co. Inc. June 2003 - February 2007
Deutsche Bank September 1998 - September 2003
Calvert Investments September 1991 - September 1998
Education
Wharton School of Business 1999 — 2002
University of Maryland College Park 1983 — 1988
Business
High Point High School 1980 — 1983
Nelson Lui Nelson Lui's Morgan Stanley Experience May 2015 - Present
Job Operations Associate at Morgan Stanley
Industry
Experience
Morgan Stanley May 2015 - Present
Aflac December 2014 - Present
Data Networks June 2011 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Time Management, Data Analysis, Leadership, Networking, Management, Project Management, Financial Analysis
Education
University of Maryland, Baltimore County 2008 — 2013
Financial Economicss BS
Morgan Stanley May 2015 - Present
Aflac December 2014 - Present
Data Networks June 2011 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Time Management, Data Analysis, Leadership, Networking, Management, Project Management, Financial Analysis
Education
University of Maryland, Baltimore County 2008 — 2013
Financial Economicss BS
Kseniya Mikityanskaya Kseniya Mikityanskaya's Morgan Stanley Experience June 2013 - August 2013
Job Interface Associate at athenahealth
Industry Computer Software
Experience
athenahealth July 2015 - Present
Unilever June 2014 - July 2015
Robert H. Smith School of Business, University of Maryland January 2013 - May 2014
R. H. Smith Office of Career Services August 2012 - May 2014
Morgan Stanley June 2013 - August 2013
Gap International May 2012 - August 2012
R.H. Smith Office of Career Services December 2010 - May 2012
Nordstrom May 2011 - August 2011
Skills
Leadership, Microsoft Excel, Teamwork, PowerPoint, Event Planning, Microsoft Word, Social Networking, Microsoft Office, Customer Service, Sales, Data Analysis, Time Management, CRM, Outlook, Fluent in Russian, Retail, Interpersonal Skill, Supply Chain, SAP, Crisis Management
Education
University of Maryland College Park 2010 — 2014
International Business and Operations Management
Oakwood High School 2006 — 2010
athenahealth July 2015 - Present
Unilever June 2014 - July 2015
Robert H. Smith School of Business, University of Maryland January 2013 - May 2014
R. H. Smith Office of Career Services August 2012 - May 2014
Morgan Stanley June 2013 - August 2013
Gap International May 2012 - August 2012
R.H. Smith Office of Career Services December 2010 - May 2012
Nordstrom May 2011 - August 2011
Skills
Leadership, Microsoft Excel, Teamwork, PowerPoint, Event Planning, Microsoft Word, Social Networking, Microsoft Office, Customer Service, Sales, Data Analysis, Time Management, CRM, Outlook, Fluent in Russian, Retail, Interpersonal Skill, Supply Chain, SAP, Crisis Management
Education
University of Maryland College Park 2010 — 2014
International Business and Operations Management
Oakwood High School 2006 — 2010
Jay Hirpara Jay Hirpara's Morgan Stanley Experience August 2015 - Present
Job Fixed Income Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
Optimal Solutions Group June 2014 - September 2014
Health Care Depot, Inc. (A1 DME) February 2014 - May 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Teamwork, Data Analysis, Public Speaking, English, Financial Analysis, Statistics, Stata, Economics
Education
University of Maryland College Park 2011 — 2015
Bachelor of Science (BS), Economics
Morgan Stanley August 2015 - Present
Optimal Solutions Group June 2014 - September 2014
Health Care Depot, Inc. (A1 DME) February 2014 - May 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Teamwork, Data Analysis, Public Speaking, English, Financial Analysis, Statistics, Stata, Economics
Education
University of Maryland College Park 2011 — 2015
Bachelor of Science (BS), Economics
Yuee Wakabayashi Yuee Wakabayashi's Morgan Stanley Experience August 2015 - Present
Job Investment Banking Associate at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley August 2015 - Present
Morgan Stanley August 2014 - July 2015
Stifel June 2012 - August 2014
Anvil Advisors June 2011 - June 2012
Citi Habitats January 2009 - June 2010
Skills
Financial Modeling, Financial Analysis, Valuation, Analysis, Investment Banking, Corporate Finance, Finance, Entrepreneurship, Investments, Equities, Due Diligence, Private Equity
Education
New York University - Leonard N. Stern School of Business 2008 — 2011
B.S., Finance, Accounting
University of Maryland College Park 2007 — 2008
Morgan Stanley August 2015 - Present
Morgan Stanley August 2014 - July 2015
Stifel June 2012 - August 2014
Anvil Advisors June 2011 - June 2012
Citi Habitats January 2009 - June 2010
Skills
Financial Modeling, Financial Analysis, Valuation, Analysis, Investment Banking, Corporate Finance, Finance, Entrepreneurship, Investments, Equities, Due Diligence, Private Equity
Education
New York University - Leonard N. Stern School of Business 2008 — 2011
B.S., Finance, Accounting
University of Maryland College Park 2007 — 2008
Christopher C. Lentz Christopher C. Lentz's Morgan Stanley Experience June 2014 - August 2014
Job Government Contracts
Industry Defense & Space
Experience
Northrop Grumman Corporation February 2015 - Present
Morgan Stanley June 2014 - August 2014
The Cheesecake Factory October 2012 - May 2014
Costco Wholesale May 2011 - August 2012
Skills
Microsoft Office, Quantitative Risk..., Microsoft Excel, Credit Derivatives, Interest Rate..., Economics, Management Accounting, Cost Accounting, Financial Accounting, Financial Analysis, Financial Economics, Microsoft Word, Outlook, PowerPoint, Accounting, Data Analysis
Education
University of Maryland Baltimore County 2012 — 2014
Bachelor's Degree, Financial Economics, 3.3
University of Maryland College Park 2010 — 2012
Bachelor of Science (BS), Business/Managerial Economics
Northrop Grumman Corporation February 2015 - Present
Morgan Stanley June 2014 - August 2014
The Cheesecake Factory October 2012 - May 2014
Costco Wholesale May 2011 - August 2012
Skills
Microsoft Office, Quantitative Risk..., Microsoft Excel, Credit Derivatives, Interest Rate..., Economics, Management Accounting, Cost Accounting, Financial Accounting, Financial Analysis, Financial Economics, Microsoft Word, Outlook, PowerPoint, Accounting, Data Analysis
Education
University of Maryland Baltimore County 2012 — 2014
Bachelor's Degree, Financial Economics, 3.3
University of Maryland College Park 2010 — 2012
Bachelor of Science (BS), Business/Managerial Economics
Rachel Hirsch Rachel Hirsch's Morgan Stanley Experience June 2015 - Present
Job Senior Manager of Finance Morgan Stanley Bank, NA
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Oppenheimer & Co. September 2013 - June 2015
Oppenheimer & Co. June 2007 - August 2013
Morgan Stanley Smith Barney January 2006 - February 2006
Skills
Accounting, Finance, Financial Analysis, Financial Statements, Private Equity, Financial Modeling, Series 7, Equity Research
Education
New York University - Leonard N. Stern School of Business 2010 — 2013
MBA, Corporate Finance, Accounting, and Entertainment, Media & Technology
University of Maryland College Park 2003 — 2007
BS, Finance
Morgan Stanley June 2015 - Present
Oppenheimer & Co. September 2013 - June 2015
Oppenheimer & Co. June 2007 - August 2013
Morgan Stanley Smith Barney January 2006 - February 2006
Skills
Accounting, Finance, Financial Analysis, Financial Statements, Private Equity, Financial Modeling, Series 7, Equity Research
Education
New York University - Leonard N. Stern School of Business 2010 — 2013
MBA, Corporate Finance, Accounting, and Entertainment, Media & Technology
University of Maryland College Park 2003 — 2007
BS, Finance
Wenze(Eric) Sun Wenze(Eric) Sun's Morgan Stanley Experience July 2014 - Present
Job Global Loans Analyst
Industry Financial Services
Experience
Morgan Stanley July 2014 - Present
Skills
Eviews, Financial Analysis, Matlab, Microsoft Excel, Data Analysis, Financial Markets, Capital Markets, Bloomberg Terminal, Teamwork, SAS, Microsoft SQL Server, Corporate Finance, Fixed Income, VBA, EViews, Bloomberg, Financial Modeling
Education
University of Maryland College Park 2012 — 2014
Master of Finance, Fixed Income, Equity Analysis, Corporate Finance, Data Modeling, Portfolio Investment, 3.5
Xi'an Jiaotong University 2008 — 2012
Bachelor's degree, International Business
Morgan Stanley July 2014 - Present
Skills
Eviews, Financial Analysis, Matlab, Microsoft Excel, Data Analysis, Financial Markets, Capital Markets, Bloomberg Terminal, Teamwork, SAS, Microsoft SQL Server, Corporate Finance, Fixed Income, VBA, EViews, Bloomberg, Financial Modeling
Education
University of Maryland College Park 2012 — 2014
Master of Finance, Fixed Income, Equity Analysis, Corporate Finance, Data Modeling, Portfolio Investment, 3.5
Xi'an Jiaotong University 2008 — 2012
Bachelor's degree, International Business
Samantha Lang's Morgan Stanley Experience June 2015 - August 2015
Job Finance Summer Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - August 2015
University of Maryland Office of Undergraduate Admissions June 2014 - August 2014
RJ Bentley's June 2014 - August 2014
University of Maryland Career Center September 2012 - May 2014
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Editing, Facebook, Blogging, Writing, Social Media Marketing, Cpr Certified, Prezi
Education
University of Maryland College Park 2012 — 2016
Bachelor of Science (B.S.), Finance, Supply Chain Management
Morgan Stanley June 2015 - August 2015
University of Maryland Office of Undergraduate Admissions June 2014 - August 2014
RJ Bentley's June 2014 - August 2014
University of Maryland Career Center September 2012 - May 2014
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Editing, Facebook, Blogging, Writing, Social Media Marketing, Cpr Certified, Prezi
Education
University of Maryland College Park 2012 — 2016
Bachelor of Science (B.S.), Finance, Supply Chain Management
Kim May Kim May's Morgan Stanley Experience June 2005 - Present
Job Senior Training Specialist at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2005 - Present
Legg Mason September 2000 - June 2005
Education
University of Maryland College Park 1995 — 2000
Morgan Stanley June 2005 - Present
Legg Mason September 2000 - June 2005
Education
University of Maryland College Park 1995 — 2000
Augustine John Smyth Augustine John Smyth's Morgan Stanley Experience 1997 - Present
Job Senior Vice President & Senior Portfolio Management Director
Industry Financial Services
Experience
Morgan Stanley 1997 - Present
Education
University of Maryland College Park
B.S., Finance
Morgan Stanley 1997 - Present
Education
University of Maryland College Park
B.S., Finance
Maribeth Carroll's Morgan Stanley Experience 2000 - 2010
Job Director Human Resources at BlackRock
Industry Financial Services
Experience
BlackRock July 2015 - Present
Acumen Fund April 2012 - June 2015
Guy Carpenter April 2011 - March 2012
Grameen Foundation November 2010 - June 2011
Morgan Stanley 2000 - 2010
Merrill Lynch 1995 - 2000
Skills
Negotiation, Talent Management, Human Resources, Organizational Design, Recruiting, Employee Relations, Personnel Management, Process Improvement, Performance Management, Program Management, Project Management, Succession Planning, Business Strategy, College Recruiting, Management
Education
University of Maryland College Park 1991 — 1995
Bachelor of Arts, Journalism
Kent Place School 1987 — 1991
BlackRock July 2015 - Present
Acumen Fund April 2012 - June 2015
Guy Carpenter April 2011 - March 2012
Grameen Foundation November 2010 - June 2011
Morgan Stanley 2000 - 2010
Merrill Lynch 1995 - 2000
Skills
Negotiation, Talent Management, Human Resources, Organizational Design, Recruiting, Employee Relations, Personnel Management, Process Improvement, Performance Management, Program Management, Project Management, Succession Planning, Business Strategy, College Recruiting, Management
Education
University of Maryland College Park 1991 — 1995
Bachelor of Arts, Journalism
Kent Place School 1987 — 1991
Kian Larijani Kian Larijani's Morgan Stanley Experience June 2013 - August 2013
Job Investment Analyst at Legacy Financial
Industry Investment Management
Experience
Legacy Financial Group June 2014 - Present
Planning Solutions Group, LLC December 2013 - May 2014
TIAA-CREF October 2013 - December 2013
Morgan Stanley June 2013 - August 2013
Whiteford, Taylor & Preston, LLP January 2013 - May 2013
Education
University of Maryland Baltimore County 2010 — 2014
Bachelor of Science (BS), Financial Economics, 3.74/4.00
Legacy Financial Group June 2014 - Present
Planning Solutions Group, LLC December 2013 - May 2014
TIAA-CREF October 2013 - December 2013
Morgan Stanley June 2013 - August 2013
Whiteford, Taylor & Preston, LLP January 2013 - May 2013
Education
University of Maryland Baltimore County 2010 — 2014
Bachelor of Science (BS), Financial Economics, 3.74/4.00
Chisom Ebinama Chisom Ebinama's Morgan Stanley Experience June 2012 - August 2012
Job Structured Exotics Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan May 2015 - Present
J.P. Morgan July 2013 - May 2015
Citigroup February 2013 - April 2013
Morgan Stanley June 2012 - August 2012
Skills
Data Analysis, Research, Leadership, Project Management, Corporate Actions, Financial Analysis, Asset Management, Bonds, Equities, Risk Management, Business Analysis, Customer Service, Rights, Microsoft Suites, Time Management, Financial Modeling, Portfolio Management, Microsoft Word, Analysis, Financial Risk, Social Media, Public Speaking, PowerPoint, Event Planning
Education
University of Maryland Baltimore County 2010 — 2013
Bachelor of Arts (B.A.), Economics, Magnum Cum Laude
University of Maryland Baltimore County 2010 — 2013
Bachelor of Arts (B.A.), Political Science and Government, Magnum Cum Laude
J.P. Morgan May 2015 - Present
J.P. Morgan July 2013 - May 2015
Citigroup February 2013 - April 2013
Morgan Stanley June 2012 - August 2012
Skills
Data Analysis, Research, Leadership, Project Management, Corporate Actions, Financial Analysis, Asset Management, Bonds, Equities, Risk Management, Business Analysis, Customer Service, Rights, Microsoft Suites, Time Management, Financial Modeling, Portfolio Management, Microsoft Word, Analysis, Financial Risk, Social Media, Public Speaking, PowerPoint, Event Planning
Education
University of Maryland Baltimore County 2010 — 2013
Bachelor of Arts (B.A.), Economics, Magnum Cum Laude
University of Maryland Baltimore County 2010 — 2013
Bachelor of Arts (B.A.), Political Science and Government, Magnum Cum Laude
Michael Rager Michael Rager's Morgan Stanley Experience 2013 - 2013
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
US Army 1998 - 2014
US Army 1998 - 2014
Morgan Stanley 2013 - 2013
Morgan Stanley June 2012 - August 2012
Private 2007 - 2011
Skills
Credit Derivatives, CDS, FX Options, Derivatives, Trading, CDO, Collateral Management, ABS, Credit, MBS, Financial Risk
Education
University of Maryland College Park 2011 — 2013
Bachelor's degree, International Business
US Army 1998 - 2014
US Army 1998 - 2014
Morgan Stanley 2013 - 2013
Morgan Stanley June 2012 - August 2012
Private 2007 - 2011
Skills
Credit Derivatives, CDS, FX Options, Derivatives, Trading, CDO, Collateral Management, ABS, Credit, MBS, Financial Risk
Education
University of Maryland College Park 2011 — 2013
Bachelor's degree, International Business
Cameron Ross Cameron Ross's Morgan Stanley Experience 2012 - 2012
Job Management Consultant at PwC
Industry Management Consulting
Experience
PwC August 2015 - Present
T. Rowe Price June 2014 - August 2014
PwC June 2012 - August 2012
Morgan Stanley 2012 - 2012
Skills
Public Speaking, Public Relations, Microsoft Excel, Microsoft Office, Leadership, Strategic Planning, Data Analysis, Microsoft Word, Customer Service, Project Management
Education
University of Maryland College Park 2011 — 2015
University of Maryland College Park 2011 — 2015
Bachelor's degree, Accounting and Finance
PwC August 2015 - Present
T. Rowe Price June 2014 - August 2014
PwC June 2012 - August 2012
Morgan Stanley 2012 - 2012
Skills
Public Speaking, Public Relations, Microsoft Excel, Microsoft Office, Leadership, Strategic Planning, Data Analysis, Microsoft Word, Customer Service, Project Management
Education
University of Maryland College Park 2011 — 2015
University of Maryland College Park 2011 — 2015
Bachelor's degree, Accounting and Finance
Shirley Godefroy, MBA Shirley Godefroy, MBA's Morgan Stanley Experience June 2007 - July 2008
Job AVP, Client Onboarding
Industry Investment Banking
Experience
CIT July 2015 - Present
Deutsche Bank January 2014 - Present
BNY Mellon March 2013 - January 2014
BNY Mellon September 2010 - March 2013
BNY Mellon September 2008 - August 2010
Morgan Stanley June 2007 - July 2008
Morgan Stanley June 2006 - August 2006
Skills
•Proficient in various..., Hummingbird Mainframe,..., SafeGui Settlement..., Security master data..., Project Management, Budgets, Microsoft Office, Strategic Planning, Bloomberg, BlackRock Aladdin, Charles River IMS, FX trading, Hedge Funds, Omgeo Oasys, DTC, International Business, International Trade, Equities, Fixed Income, Repos, Organizational..., Strategic Leadership, XMS, FrontPage, Adult CPR, Accounting, Finance, Economics, Training, Account Reconciliation, Banking, Portfolio Management, Financial Services, Cash Management, Securities, Financial Reporting, Risk Management, Corporate Finance, Trading, Asset Management, Investment Banking, Leadership, Settlement, Financial Statements, Financial Accounting, Trading Systems, Financial Modeling, Financial Analysis, Financial Risk, Investments
Education
Harvard Business School 2013 — 2015
Strategic Management Professional Certificate, Business, Management, Marketing, and Related Support Services
UCF 2009 — 2012
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
University of Maryland College Park 2003 — 2007
B.S., General Business, International Business
CIT July 2015 - Present
Deutsche Bank January 2014 - Present
BNY Mellon March 2013 - January 2014
BNY Mellon September 2010 - March 2013
BNY Mellon September 2008 - August 2010
Morgan Stanley June 2007 - July 2008
Morgan Stanley June 2006 - August 2006
Skills
•Proficient in various..., Hummingbird Mainframe,..., SafeGui Settlement..., Security master data..., Project Management, Budgets, Microsoft Office, Strategic Planning, Bloomberg, BlackRock Aladdin, Charles River IMS, FX trading, Hedge Funds, Omgeo Oasys, DTC, International Business, International Trade, Equities, Fixed Income, Repos, Organizational..., Strategic Leadership, XMS, FrontPage, Adult CPR, Accounting, Finance, Economics, Training, Account Reconciliation, Banking, Portfolio Management, Financial Services, Cash Management, Securities, Financial Reporting, Risk Management, Corporate Finance, Trading, Asset Management, Investment Banking, Leadership, Settlement, Financial Statements, Financial Accounting, Trading Systems, Financial Modeling, Financial Analysis, Financial Risk, Investments
Education
Harvard Business School 2013 — 2015
Strategic Management Professional Certificate, Business, Management, Marketing, and Related Support Services
UCF 2009 — 2012
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
University of Maryland College Park 2003 — 2007
B.S., General Business, International Business
Preethi Gnanasundram Preethi Gnanasundram's Morgan Stanley Experience May 2013 - Present
Job Operations Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2013 - Present
Prospect Mortgage September 2012 - April 2013
McCabe Weisberg & Conway 2009 - 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Cloud Computing, Outlook, Adobe Acrobat, Administrative...
Education
John Cabot University 2010 — 2012
Bachelor of Arts (B.A.), Business Administration and Management, General
University of Maryland Baltimore County 2005 — 2009
Bachelor of Science (B.S.), Psychology
Morgan Stanley May 2013 - Present
Prospect Mortgage September 2012 - April 2013
McCabe Weisberg & Conway 2009 - 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Cloud Computing, Outlook, Adobe Acrobat, Administrative...
Education
John Cabot University 2010 — 2012
Bachelor of Arts (B.A.), Business Administration and Management, General
University of Maryland Baltimore County 2005 — 2009
Bachelor of Science (B.S.), Psychology
Cortney Smothers Cortney Smothers's Morgan Stanley Experience March 2008 - January 2010
Job CEO
Industry Marketing and Advertising
Experience
Self-employed March 2010 - Present
Ciena August 2010 - March 2011
Morgan Stanley March 2008 - January 2010
Skills
Adobe Photoshop, Microsoft Office, Microsoft Exchange, HRIS, HRIS Database Management, DEERS, HTML, XHTML, Java, Drawing, Website Development, Web Design, Web Development, Advertising, Online, Online Journalism, Journalism, Writing, Adobe Creative Suite, Grant Writing, Youth Development, Youth Mentoring, Analysis
Education
University of Maryland University College 2010 — 2013
Computer Science and Journalism
University of Maryland Baltimore County 2003 — 2006
Web Design, Computer Engineering
Self-employed March 2010 - Present
Ciena August 2010 - March 2011
Morgan Stanley March 2008 - January 2010
Skills
Adobe Photoshop, Microsoft Office, Microsoft Exchange, HRIS, HRIS Database Management, DEERS, HTML, XHTML, Java, Drawing, Website Development, Web Design, Web Development, Advertising, Online, Online Journalism, Journalism, Writing, Adobe Creative Suite, Grant Writing, Youth Development, Youth Mentoring, Analysis
Education
University of Maryland University College 2010 — 2013
Computer Science and Journalism
University of Maryland Baltimore County 2003 — 2006
Web Design, Computer Engineering
Hugh (Fran OConnor) OConnor Hugh (Fran OConnor) OConnor's Morgan Stanley Experience June 2005 - January 2013
Job Associate Vice President – Financial Advisor
Industry Financial Services
Experience
RBC Wealth Management February 2013 - Present
Morgan Stanley June 2005 - January 2013
Education
University of Maryland College Park
B.S., Marketing
RBC Wealth Management February 2013 - Present
Morgan Stanley June 2005 - January 2013
Education
University of Maryland College Park
B.S., Marketing
Stephan Erazo's Morgan Stanley Experience June 2015 - Present
Job Securities Based Lending Analyst at Morgan Stanley
Industry Banking
Experience
Morgan Stanley June 2015 - Present
BB&T November 2013 - May 2014
BB&T February 2013 - November 2013
UMBC ISD June 2009 - June 2013
Mutual of Omaha June 2012 - January 2013
Skills
Microsoft Office, PowerPoint, Research, Microsoft Excel, Microsoft Word, Public Speaking, Customer Service, Event Planning, Data Analysis, Nonprofits, Teaching, Outlook, Social Media, Fundraising, Access, Teamwork, Analysis, Data Entry, Community Outreach
Education
University of Maryland Baltimore County 2008 — 2012
B.A, Economics
Seneca Valley High School 2004 — 2008
High school doploma
Morgan Stanley June 2015 - Present
BB&T November 2013 - May 2014
BB&T February 2013 - November 2013
UMBC ISD June 2009 - June 2013
Mutual of Omaha June 2012 - January 2013
Skills
Microsoft Office, PowerPoint, Research, Microsoft Excel, Microsoft Word, Public Speaking, Customer Service, Event Planning, Data Analysis, Nonprofits, Teaching, Outlook, Social Media, Fundraising, Access, Teamwork, Analysis, Data Entry, Community Outreach
Education
University of Maryland Baltimore County 2008 — 2012
B.A, Economics
Seneca Valley High School 2004 — 2008
High school doploma
Christian Hayes's Morgan Stanley Experience June 2009 - June 2013
Job Legal and Compliance Business Analyst, Hedge Fund (CPO & CTA)
Industry Financial Services
Experience
Hedge Fund, Commodity Trading Advisor & Commodity Pool Operator June 2013 - Present
Morgan Stanley June 2009 - June 2013
Parkway Capital Investors January 2010 - May 2010
Loyola University Maryland October 2009 - May 2010
New York Power Authority May 2007 - September 2008
Skills
Financial Modeling, Fixed Income, Corporate Finance, Valuation, Analysis, Equities, Bloomberg, Portfolio Management, Financial Analysis, Microsoft Excel, Microsoft Office, Derivatives, Investment Banking, Business Process..., Bloomberg Terminal, Data Analysis, Finance, Trading, Economics, PowerPoint, Access, Research, Financial Reporting, Derivative Operations, Equity Derivatives, Credit Derivatives, Series 3
Education
University of Maryland College Park 2015 — 2018
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law
Loyola University Maryland 2006 — 2010
BBA, Finance
Regis High School 2002 — 2006
Hedge Fund, Commodity Trading Advisor & Commodity Pool Operator June 2013 - Present
Morgan Stanley June 2009 - June 2013
Parkway Capital Investors January 2010 - May 2010
Loyola University Maryland October 2009 - May 2010
New York Power Authority May 2007 - September 2008
Skills
Financial Modeling, Fixed Income, Corporate Finance, Valuation, Analysis, Equities, Bloomberg, Portfolio Management, Financial Analysis, Microsoft Excel, Microsoft Office, Derivatives, Investment Banking, Business Process..., Bloomberg Terminal, Data Analysis, Finance, Trading, Economics, PowerPoint, Access, Research, Financial Reporting, Derivative Operations, Equity Derivatives, Credit Derivatives, Series 3
Education
University of Maryland College Park 2015 — 2018
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law
Loyola University Maryland 2006 — 2010
BBA, Finance
Regis High School 2002 — 2006
Kenneth Drake Kenneth Drake's Morgan Stanley Experience November 1983 - February 2010
Job Senior Vice PresidentWealth Management at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services April 2010 - Present
Morgan Stanley November 1983 - February 2010
Skills
Series 65, Series 7, Estate Planning, Uniform Combined State..., Fixed Annuities, Separately Managed..., Investments, Financial Services, Portfolio Management, Series 63, Financial Advisory, Investment Management, Wealth, Retirement, Options, Capital Markets, 401k, Hedge Funds, Finance, Strategic Financial..., Financial Planning
Education
Wealth Advisor Program, Morgan Stanley
Wharton School, University of Pennsylvania 2000 — 2001
Senior Financial Advisor Program
University of Maryland College Park 1971 — 1973
Master of Arts
Trenton State College 1967 — 1971
Bachelor of Science
UBS Financial Services April 2010 - Present
Morgan Stanley November 1983 - February 2010
Skills
Series 65, Series 7, Estate Planning, Uniform Combined State..., Fixed Annuities, Separately Managed..., Investments, Financial Services, Portfolio Management, Series 63, Financial Advisory, Investment Management, Wealth, Retirement, Options, Capital Markets, 401k, Hedge Funds, Finance, Strategic Financial..., Financial Planning
Education
Wealth Advisor Program, Morgan Stanley
Wharton School, University of Pennsylvania 2000 — 2001
Senior Financial Advisor Program
University of Maryland College Park 1971 — 1973
Master of Arts
Trenton State College 1967 — 1971
Bachelor of Science
Tim Pender's Morgan Stanley Experience October 2012 - February 2015
Job Customer Service Analyst at MillerCoors
Industry Logistics and Supply Chain
Experience
MillerCoors March 2015 - Present
Morgan Stanley October 2012 - February 2015
Pine Valley 2012 - 2014
Pine Valley 2012 - 2014
Aerotek August 2011 - September 2012
Unilever July 2010 - January 2011
Student Entertainment Events at Univeristy of Maryland November 2008 - May 2010
DRS Defense Solutions May 2009 - January 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Cross-functional Team..., Management, CRM, Analysis, Supply Chain, Software Documentation, Project Management, Continuous Improvement, Process Improvement, Time Management, Access, Procurement, Training, Customer Service, Proposal Writing, Team Leadership, Data Analysis, Sales
Education
University of Maryland College Park 2006 — 2010
Bachelor of Science (BS), Logistics, Materials, and Supply Chain Management
University of Maryland, College Park 2006 — 2010
Bachelor of Science (BS), Marketing
MillerCoors March 2015 - Present
Morgan Stanley October 2012 - February 2015
Pine Valley 2012 - 2014
Pine Valley 2012 - 2014
Aerotek August 2011 - September 2012
Unilever July 2010 - January 2011
Student Entertainment Events at Univeristy of Maryland November 2008 - May 2010
DRS Defense Solutions May 2009 - January 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Cross-functional Team..., Management, CRM, Analysis, Supply Chain, Software Documentation, Project Management, Continuous Improvement, Process Improvement, Time Management, Access, Procurement, Training, Customer Service, Proposal Writing, Team Leadership, Data Analysis, Sales
Education
University of Maryland College Park 2006 — 2010
Bachelor of Science (BS), Logistics, Materials, and Supply Chain Management
University of Maryland, College Park 2006 — 2010
Bachelor of Science (BS), Marketing
Nikki Frangiskakis Nikki Frangiskakis's Morgan Stanley Experience June 2009 - Present
Job Operations Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2009 - Present
Education
University of Maryland College Park 2005 — 2009
Morgan Stanley June 2009 - Present
Education
University of Maryland College Park 2005 — 2009
Grey Gyllenhaal's Morgan Stanley Experience June 2013 - February 2014
Job Sales Development Manager at Contactually
Industry Information Technology and Services
Experience
Contactually June 2015 - Present
Contactually September 2014 - May 2015
Contactually February 2014 - September 2014
Morgan Stanley June 2013 - February 2014
The Washington Post June 2012 - August 2013
Dolce & Gabbana USA June 2011 - August 2011
Miami Downtown Development Authority June 2010 - August 2010
Skills
Social Media Marketing, Microsoft Excel, Business Development, Marketing, Leadership, Event Management, Lead Management, Relationship Development, Lead Generation, Sales, Start-ups, CRM, Salesforce.com, Business Strategy, Oracle Applications, Analytics, Public Relations, Blogging, Social Media
Education
University of Maryland College Park 2009 — 2013
Bachelor's degree, Operations Management and Marketing
Contactually June 2015 - Present
Contactually September 2014 - May 2015
Contactually February 2014 - September 2014
Morgan Stanley June 2013 - February 2014
The Washington Post June 2012 - August 2013
Dolce & Gabbana USA June 2011 - August 2011
Miami Downtown Development Authority June 2010 - August 2010
Skills
Social Media Marketing, Microsoft Excel, Business Development, Marketing, Leadership, Event Management, Lead Management, Relationship Development, Lead Generation, Sales, Start-ups, CRM, Salesforce.com, Business Strategy, Oracle Applications, Analytics, Public Relations, Blogging, Social Media
Education
University of Maryland College Park 2009 — 2013
Bachelor's degree, Operations Management and Marketing
Chris Moskal's Morgan Stanley Experience May 2015 - Present
Job Analyst Morgan Stanley Fixed Income Trade Support
Industry Financial Services
Experience
Morgan Stanley May 2015 - Present
Hudson Institute: Center for Political-Military Analysis December 2014 - Present
REI October 2014 - Present
Facci Italian Restaurant August 2013 - September 2014
Mimis Cafe January 2013 - August 2013
La Palapa Mexican Grille and Cantina April 2012 - August 2012
Salvation Army After-School Program February 2012 - May 2012
Skills
International Relations, Political Science, Politics, French, News Writing, Middle East, Spanish, Report Writing, Event Planning, Social Media, Public Relations, Editing, Public Speaking, Research, Press Releases, Strategic Communications, Blogging, Journalism, Community Development, Media Relations, Foreign Policy, Social Networking, Diplomacy, Political Communication, Conflict Resolution, Copy Editing, Demographics, Retail Sales, Sales, Customer Service, Travel
Education
University of Maryland Baltimore County 2011 — 2015
Bachelor of Arts (B.A.) and Bachelor of Arts (B.A.), Political Science and Global Studies: International Affairs, 3.3
CEA Paris 2012 — 2012
Study Abroad, Political Science and Government, 3.2
University of South Carolina-Columbia 2010 — 2010
Bachelor of Arts (B.A.), Journalism, 3.0
Morgan Stanley May 2015 - Present
Hudson Institute: Center for Political-Military Analysis December 2014 - Present
REI October 2014 - Present
Facci Italian Restaurant August 2013 - September 2014
Mimis Cafe January 2013 - August 2013
La Palapa Mexican Grille and Cantina April 2012 - August 2012
Salvation Army After-School Program February 2012 - May 2012
Skills
International Relations, Political Science, Politics, French, News Writing, Middle East, Spanish, Report Writing, Event Planning, Social Media, Public Relations, Editing, Public Speaking, Research, Press Releases, Strategic Communications, Blogging, Journalism, Community Development, Media Relations, Foreign Policy, Social Networking, Diplomacy, Political Communication, Conflict Resolution, Copy Editing, Demographics, Retail Sales, Sales, Customer Service, Travel
Education
University of Maryland Baltimore County 2011 — 2015
Bachelor of Arts (B.A.) and Bachelor of Arts (B.A.), Political Science and Global Studies: International Affairs, 3.3
CEA Paris 2012 — 2012
Study Abroad, Political Science and Government, 3.2
University of South Carolina-Columbia 2010 — 2010
Bachelor of Arts (B.A.), Journalism, 3.0
Rupa Patel Rupa Patel's Morgan Stanley Experience June 2011 - October 2014
Job Associate Cash Management
Industry Financial Services
Experience
Morgan Stanley June 2011 - October 2014
Grameen Foundation October 2010 - November 2010
Education
University of Maryland Baltimore County 2006 — 2010
Bachelor of Science, Financial Economics
Morgan Stanley June 2011 - October 2014
Grameen Foundation October 2010 - November 2010
Education
University of Maryland Baltimore County 2006 — 2010
Bachelor of Science, Financial Economics
Grigoriy Kostrikin Grigoriy Kostrikin's Morgan Stanley Experience March 2007 - December 2009
Job Risk Manager and Real Estate Developer
Industry Real Estate
Experience
Poverni Ventures April 2012 - Present
PHH Corporation December 2011 - March 2015
Chrysalis Analytics December 2009 - December 2011
Morgan Stanley March 2007 - December 2009
Skills
Valuation, Financial Modeling, Derivatives, Risk Management, Fixed Income, Portfolio Management, Securities, Loans, Capital Markets, Corporate Finance, Real Estate Development, Real Estate Transactions, Real Estate Financing, Real Estate Private..., Due Diligence, Management Consulting, Mergers & Acquisitions, Credit, Strategy, Asset Management, Financial Risk, Financial Services, Finance, Enterprise Risk..., Analysis, Mortgage Lending, Structured Finance, Credit Risk, Investments, Credit Analysis, Treasury Management, Financial Analysis, Banking, Forecasting, Operational Risk, Private Equity
Education
University of Maryland Baltimore County 2003 — 2006
Bachelor's of Science, Finance
Poverni Ventures April 2012 - Present
PHH Corporation December 2011 - March 2015
Chrysalis Analytics December 2009 - December 2011
Morgan Stanley March 2007 - December 2009
Skills
Valuation, Financial Modeling, Derivatives, Risk Management, Fixed Income, Portfolio Management, Securities, Loans, Capital Markets, Corporate Finance, Real Estate Development, Real Estate Transactions, Real Estate Financing, Real Estate Private..., Due Diligence, Management Consulting, Mergers & Acquisitions, Credit, Strategy, Asset Management, Financial Risk, Financial Services, Finance, Enterprise Risk..., Analysis, Mortgage Lending, Structured Finance, Credit Risk, Investments, Credit Analysis, Treasury Management, Financial Analysis, Banking, Forecasting, Operational Risk, Private Equity
Education
University of Maryland Baltimore County 2003 — 2006
Bachelor's of Science, Finance
Katerina Lubomir's Morgan Stanley Experience January 2005 - June 2007
Job Business Analyst at Silver Management Group, Inc
Industry Information Technology and Services
Experience
Silver Management Group, Inc February 2012 - Present
Deutsche Bank Securities June 2007 - April 2011
Morgan Stanley January 2005 - June 2007
Skills
Business Analysis, Customer Relations, Derivatives, Middle Office, Sustainable Development, Software System Analysis, Sustainability, Equities, Fixed Income, Investment Banking, Settlement, Risk Management, Securities, Retail, Hedge Funds, Management, Selenium
Education
NYU SCPS 2010 — 2011
Certificate in Global Affairs - Focus in social finance and sustainable business practices
University of Maryland College Park 2000 — 2004
Bachelor of Science (BS), Economics
Silver Management Group, Inc February 2012 - Present
Deutsche Bank Securities June 2007 - April 2011
Morgan Stanley January 2005 - June 2007
Skills
Business Analysis, Customer Relations, Derivatives, Middle Office, Sustainable Development, Software System Analysis, Sustainability, Equities, Fixed Income, Investment Banking, Settlement, Risk Management, Securities, Retail, Hedge Funds, Management, Selenium
Education
NYU SCPS 2010 — 2011
Certificate in Global Affairs - Focus in social finance and sustainable business practices
University of Maryland College Park 2000 — 2004
Bachelor of Science (BS), Economics
Cristina Cea Cristina Cea's Morgan Stanley Experience January 2014 - Present
Job Vice President, Deputy Head Bank AML Group (MSBNA and MSPBNA)
Industry Financial Services
Experience
Morgan Stanley January 2014 - Present
Morgan Stanley June 2010 - Present
Bank of America / Merrill Lynch May 2007 - June 2010
Lehman Brothers March 2005 - April 2007
Skills
AML, Securities, KYC, FINRA, OFAC, USA PATRIOT Act, Anti Money Laundering, Bank Secrecy Act, Leadership, Communication, Community Outreach, Due Diligence, Leadership Development, Operational Due..., Operational Risk, Series 24, Series 63, Series 7, Team Leadership, Banking, Capital Markets, Risk Management
Education
University of Maryland College Park
BA, Spanish/Business Mgmt
University of Maryland University College
MS, Management
University of Maryland University College
MBA, Masters of Business
Morgan Stanley January 2014 - Present
Morgan Stanley June 2010 - Present
Bank of America / Merrill Lynch May 2007 - June 2010
Lehman Brothers March 2005 - April 2007
Skills
AML, Securities, KYC, FINRA, OFAC, USA PATRIOT Act, Anti Money Laundering, Bank Secrecy Act, Leadership, Communication, Community Outreach, Due Diligence, Leadership Development, Operational Due..., Operational Risk, Series 24, Series 63, Series 7, Team Leadership, Banking, Capital Markets, Risk Management
Education
University of Maryland College Park
BA, Spanish/Business Mgmt
University of Maryland University College
MS, Management
University of Maryland University College
MBA, Masters of Business
Ethan Grundleger Ethan Grundleger's Morgan Stanley Experience June 2013 - Present
Job Associate Portfolio Manager Multi Asset Solutions at AB
Industry Financial Services
Experience
AB March 2015 - Present
TeamEDUp March 2014 - Present
Morgan Stanley June 2013 - Present
BOVER December 2012 - June 2013
New Markets Venture Partners September 2012 - May 2013
Morgan Stanley June 2012 - August 2012
AFL-CIO Housing Investment Trust June 2011 - January 2012
Skills
Pitch Development, Leadership, Team Management, Communication Skills, Finance, Financial Analysis, Project Management, Data Analysis, Microsoft Office, Microsoft Word, Time Management, Marketing, Microsoft Excel, Team Leadership, Teamwork, Management, Social Entrepreneurship, Social Ventures, Economics, Financial Modeling, Valuation, Emerging Markets, Econometrics, Equity Research
Education
University of Maryland College Park 2009 — 2013
Bachelor of Science (B.S.), Finance & Economics
AB March 2015 - Present
TeamEDUp March 2014 - Present
Morgan Stanley June 2013 - Present
BOVER December 2012 - June 2013
New Markets Venture Partners September 2012 - May 2013
Morgan Stanley June 2012 - August 2012
AFL-CIO Housing Investment Trust June 2011 - January 2012
Skills
Pitch Development, Leadership, Team Management, Communication Skills, Finance, Financial Analysis, Project Management, Data Analysis, Microsoft Office, Microsoft Word, Time Management, Marketing, Microsoft Excel, Team Leadership, Teamwork, Management, Social Entrepreneurship, Social Ventures, Economics, Financial Modeling, Valuation, Emerging Markets, Econometrics, Equity Research
Education
University of Maryland College Park 2009 — 2013
Bachelor of Science (B.S.), Finance & Economics
Kevin Yeung Kevin Yeung's Morgan Stanley Experience June 2014 - Present
Job Analyst at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley June 2014 - Present
Morgan Stanley June 2013 - August 2013
Citigroup February 2013 - April 2013
T. Rowe Price September 2012 - January 2013
Future Business Leaders of America October 2006 - July 2009
Skills
Microsoft Excel, Stata, Leadership, Risk Management, Forecasting, Portfolio Management, Retail, PowerPoint, Teamwork, Accounting, Financial Risk, Entrepreneurship, Loans, Financial Modeling
Education
University of Maryland Baltimore County 2010 — 2014
Bachelor of Arts (B.A.), Economics, Major GPA: 3.5
River Hill High School
Morgan Stanley June 2014 - Present
Morgan Stanley June 2013 - August 2013
Citigroup February 2013 - April 2013
T. Rowe Price September 2012 - January 2013
Future Business Leaders of America October 2006 - July 2009
Skills
Microsoft Excel, Stata, Leadership, Risk Management, Forecasting, Portfolio Management, Retail, PowerPoint, Teamwork, Accounting, Financial Risk, Entrepreneurship, Loans, Financial Modeling
Education
University of Maryland Baltimore County 2010 — 2014
Bachelor of Arts (B.A.), Economics, Major GPA: 3.5
River Hill High School
Richard Selzler Richard Selzler's Morgan Stanley Experience March 2013 - December 2013
Job Proprietary Equities Trader at Chimera Securities
Industry Financial Services
Experience
Chimera Securities February 2014 - Present
Morgan Stanley March 2013 - December 2013
Atradius Trade Credit Insurance, Inc. June 2012 - March 2013
Skills
Financial Analysis, Capital Markets, Trade Credit Insurance, Finance, Mergers & Acquisitions, Microsoft Excel, Financial Risk, Equities, Investments, Portfolio Management, Trading
Education
University of Maryland Baltimore County 2008 — 2012
B.S Financial Economics, Economics, Finance
Chimera Securities February 2014 - Present
Morgan Stanley March 2013 - December 2013
Atradius Trade Credit Insurance, Inc. June 2012 - March 2013
Skills
Financial Analysis, Capital Markets, Trade Credit Insurance, Finance, Mergers & Acquisitions, Microsoft Excel, Financial Risk, Equities, Investments, Portfolio Management, Trading
Education
University of Maryland Baltimore County 2008 — 2012
B.S Financial Economics, Economics, Finance
Joseph Punio Joseph Punio's Morgan Stanley Experience June 2015 - Present
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
PNC December 2013 - May 2015
Wells Fargo November 2012 - November 2013
Merrill Lynch January 2012 - March 2013
Wells Fargo 2011 - 2012
Wells Fargo 2010 - 2011
Vector Marketing 2008 - 2010
Skills
Asset Allocation, Risk Management, Retirement Planning, Series 7, Portfolio Management, Management, Loans, Financial Services, Financial Analysis, Finance, Credit, Analysis
Education
University of Maryland College Park
Morgan Stanley June 2015 - Present
PNC December 2013 - May 2015
Wells Fargo November 2012 - November 2013
Merrill Lynch January 2012 - March 2013
Wells Fargo 2011 - 2012
Wells Fargo 2010 - 2011
Vector Marketing 2008 - 2010
Skills
Asset Allocation, Risk Management, Retirement Planning, Series 7, Portfolio Management, Management, Loans, Financial Services, Financial Analysis, Finance, Credit, Analysis
Education
University of Maryland College Park
Jason Blumberg Jason Blumberg's Morgan Stanley Experience June 2013 - Present
Job Analyst
Industry Financial Services
Experience
Morgan Stanley June 2013 - Present
Morgan Stanley June 2012 - August 2012
Robert H. Smith School of Business October 2011 - December 2011
New York Mets June 2011 - July 2011
Skills
Microsoft Office, VBA
Education
University of Maryland College Park 2009 — 2013
Bachelor's, Finance and Information Systems
Morgan Stanley June 2013 - Present
Morgan Stanley June 2012 - August 2012
Robert H. Smith School of Business October 2011 - December 2011
New York Mets June 2011 - July 2011
Skills
Microsoft Office, VBA
Education
University of Maryland College Park 2009 — 2013
Bachelor's, Finance and Information Systems
Ilona Gorstan Ilona Gorstan's Morgan Stanley Experience June 2005 - August 2006
Job An experienced Business/Financial Analyst with a career focus on healthcare.
Industry Information Technology and Services
Experience
Dilly June 2014 - Present
Glenridge HealthCare Solutions January 2012 - May 2014
Enterprise Community Investments February 2008 - December 2010
Constellation Energy September 2006 - February 2008
Morgan Stanley June 2005 - August 2006
Skills
Management, Mutual Funds, Valuation, Data Analysis, Financial Analysis, Project Management, Finance, Financial Modeling, Management Consulting, Process Improvement, Portfolio Management, Asset Management, Financial Reporting, Strategic Planning, Fixed Income, Investments, Analysis
Education
University of Maryland Baltimore County 2001 — 2005
BS, Financial Economics
Dilly June 2014 - Present
Glenridge HealthCare Solutions January 2012 - May 2014
Enterprise Community Investments February 2008 - December 2010
Constellation Energy September 2006 - February 2008
Morgan Stanley June 2005 - August 2006
Skills
Management, Mutual Funds, Valuation, Data Analysis, Financial Analysis, Project Management, Finance, Financial Modeling, Management Consulting, Process Improvement, Portfolio Management, Asset Management, Financial Reporting, Strategic Planning, Fixed Income, Investments, Analysis
Education
University of Maryland Baltimore County 2001 — 2005
BS, Financial Economics
Susan (Keith) Konohia's Morgan Stanley Experience September 1997 - November 2001
Job Director, Business Development at Construction Specifications Institute
Industry Nonprofit Organization Management
Experience
Construction Specifications Institute 2012 - Present
Construction Specifications Institute 2008 - 2011
The Marathon Club June 2007 - February 2008
Dexis Consulting Group 2008 - 2008
Delon Hampton & Asscociates 2008 - 2008
Siskin Children's Institute May 2006 - June 2007
AGL Resources July 2002 - May 2006
Morgan Stanley September 1997 - November 2001
Skills
Strategic Planning, New Business Development, Contract Negotiation, Marketing Communications, Strategic Partnerships
Education
University of Maryland College Park 1981 — 1985
B.A., Communications
Winston Churchill
Construction Specifications Institute 2012 - Present
Construction Specifications Institute 2008 - 2011
The Marathon Club June 2007 - February 2008
Dexis Consulting Group 2008 - 2008
Delon Hampton & Asscociates 2008 - 2008
Siskin Children's Institute May 2006 - June 2007
AGL Resources July 2002 - May 2006
Morgan Stanley September 1997 - November 2001
Skills
Strategic Planning, New Business Development, Contract Negotiation, Marketing Communications, Strategic Partnerships
Education
University of Maryland College Park 1981 — 1985
B.A., Communications
Winston Churchill
Amani Harris II's Morgan Stanley Experience June 2013 - August 2013
Job Senior at University of Maryland, College Park
Industry Financial Services
Experience
Prudential Financial June 2015 - August 2015
Prudential Financial May 2014 - 2014
Morgan Stanley June 2013 - August 2013
General Electric Company June 2013 - June 2013
Ernst & Young May 2013 - May 2013
Ernst & Young January 2013 - January 2013
Open Door November 2011 - August 2012
Commissary August 2010 - August 2012
Skills
Microsoft Excel, Valuation, PowerPoint, Microsoft Word, Accounting, Team Leadership, Always Punctual, Microsoft Office, Teamwork
Education
University of Maryland College Park 2014 — 2016
Bachelor's Degree, Economics
The Pennsylvania State University 2012 — 2014
Associate's Degree, Finance
Meade Senior High School 2008 — 2012
Prudential Financial June 2015 - August 2015
Prudential Financial May 2014 - 2014
Morgan Stanley June 2013 - August 2013
General Electric Company June 2013 - June 2013
Ernst & Young May 2013 - May 2013
Ernst & Young January 2013 - January 2013
Open Door November 2011 - August 2012
Commissary August 2010 - August 2012
Skills
Microsoft Excel, Valuation, PowerPoint, Microsoft Word, Accounting, Team Leadership, Always Punctual, Microsoft Office, Teamwork
Education
University of Maryland College Park 2014 — 2016
Bachelor's Degree, Economics
The Pennsylvania State University 2012 — 2014
Associate's Degree, Finance
Meade Senior High School 2008 — 2012
Kari Riley Kari Riley's Morgan Stanley Experience April 2001 - December 2004
Job Client Manager with American Express OPEN
Industry Financial Services
Experience
American Express January 2014 - Present
American Express OPEN April 2013 - January 2014
American Express OPEN July 2008 - April 2013
John Hall & Associates November 2006 - July 2008
Morgan Stanley April 2001 - December 2004
PharMerica March 1999 - June 2000
Dr. Metzner 1997 - 1998
Skills
Sales, Relationship Management, Salesforce.com, Marketing Strategy, B2B, Portfolio Management, Strategic Planning, CRM, Customer Acquisition, Management, Sales Management, Business Development, Strategic Partnerships, Leadership, Strategy, Direct Sales, Sales Process
Education
University of Maryland College Park 2003 — 2008
BS, Marketing and Finance
Sherwood High School 1990 — 1993
American Express January 2014 - Present
American Express OPEN April 2013 - January 2014
American Express OPEN July 2008 - April 2013
John Hall & Associates November 2006 - July 2008
Morgan Stanley April 2001 - December 2004
PharMerica March 1999 - June 2000
Dr. Metzner 1997 - 1998
Skills
Sales, Relationship Management, Salesforce.com, Marketing Strategy, B2B, Portfolio Management, Strategic Planning, CRM, Customer Acquisition, Management, Sales Management, Business Development, Strategic Partnerships, Leadership, Strategy, Direct Sales, Sales Process
Education
University of Maryland College Park 2003 — 2008
BS, Marketing and Finance
Sherwood High School 1990 — 1993
Najaf Malik's Morgan Stanley Experience 2014 - Present
Job Analyst II at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2014 - Present
Morgan Stanley 2014 - 2014
OpenText May 2013 - December 2013
Deleon and Stang CPA's and Advisors June 2012 - August 2012
Skills
Stocks, Investments, Econometrics, Financial Analysis, Research, Microsoft Office, Social Media, PowerPoint, Microsoft Word, Microsoft Excel, Teamwork, Customer Service, Valuation, Data Analysis, Accounting, Finance, Leadership, Corporate Finance
Education
University of Maryland College Park 2010 — 2013
Economics
Morgan Stanley 2014 - Present
Morgan Stanley 2014 - 2014
OpenText May 2013 - December 2013
Deleon and Stang CPA's and Advisors June 2012 - August 2012
Skills
Stocks, Investments, Econometrics, Financial Analysis, Research, Microsoft Office, Social Media, PowerPoint, Microsoft Word, Microsoft Excel, Teamwork, Customer Service, Valuation, Data Analysis, Accounting, Finance, Leadership, Corporate Finance
Education
University of Maryland College Park 2010 — 2013
Economics
Carly Morales's Morgan Stanley Experience June 2014 - August 2014
Job Powertrain Buyer at General Motors
Industry Automotive
Experience
General Motors July 2015 - Present
Morgan Stanley June 2014 - August 2014
University of Maryland May 2013 - May 2014
Bamboo Group June 2012 - August 2013
Window Mart May 2010 - August 2013
Institute of Contemporary Art, Miami June 2012 - August 2012
NBCUniversal Hispanic Group April 2011 - May 2011
The Miami Herald May 2010 - May 2011
Skills
Research, Social Media, Public Speaking, InDesign, Microsoft Office, PowerPoint, Photoshop, Customer Service, Illustrator, Social Networking, WordPress, Microsoft Excel, Microsoft Word, Teamwork, CSS, JavaScript, CSS Javascript, HTML 5, CCI NewsDesk, Final Cut Pro, Avid, Coyote, Audacity
Education
University of Maryland College Park 2011 — 2015
General Motors July 2015 - Present
Morgan Stanley June 2014 - August 2014
University of Maryland May 2013 - May 2014
Bamboo Group June 2012 - August 2013
Window Mart May 2010 - August 2013
Institute of Contemporary Art, Miami June 2012 - August 2012
NBCUniversal Hispanic Group April 2011 - May 2011
The Miami Herald May 2010 - May 2011
Skills
Research, Social Media, Public Speaking, InDesign, Microsoft Office, PowerPoint, Photoshop, Customer Service, Illustrator, Social Networking, WordPress, Microsoft Excel, Microsoft Word, Teamwork, CSS, JavaScript, CSS Javascript, HTML 5, CCI NewsDesk, Final Cut Pro, Avid, Coyote, Audacity
Education
University of Maryland College Park 2011 — 2015
Harold Soper Harold Soper's Morgan Stanley Experience January 2000 - January 2002
Job Investment Banking
Industry Investment Banking
Experience
The Children's Place 2012 - 2014
various 2008 - 2012
Evolution Markets Inc. February 2006 - August 2007
AGS Specialist Partners February 2002 - February 2006
AGS Specialist Partners February 2002 - October 2003
Morgan Stanley January 2000 - January 2002
Skills
Corporate Finance, Forecasting, Business Strategy, Strategy, Project Finance, Financial Modeling, Finance, DCF, Business Analysis, Venture Capital, Strategic Planning, Financial Analysis, Competitive Analysis, PowerPoint, Bloomberg Terminal, Project Planning, Equity Valuation, Equity Research, Equity Trading, Capital Markets, Corporate Development, New Business Development, New Venture Development, Microsoft Excel, Corporate Real Estate, Real Estate Financing, Entrepreneurship, Business Development, Strategic Financial..., Excel, WordPerfect, Factset, Project Implementation, Residual Income, Bilingual, MBA Finance, Entrepreneur, New Venture Creation, Sales Forecasting, Financial Planning
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2009
Master of Business Administration (M.B.A.), Accounting and Finance
University of Maryland 1994 — 1998
BA, Poilitical Science (International Relations)/ Minor in Finance
American Nicaraguan School
The Children's Place 2012 - 2014
various 2008 - 2012
Evolution Markets Inc. February 2006 - August 2007
AGS Specialist Partners February 2002 - February 2006
AGS Specialist Partners February 2002 - October 2003
Morgan Stanley January 2000 - January 2002
Skills
Corporate Finance, Forecasting, Business Strategy, Strategy, Project Finance, Financial Modeling, Finance, DCF, Business Analysis, Venture Capital, Strategic Planning, Financial Analysis, Competitive Analysis, PowerPoint, Bloomberg Terminal, Project Planning, Equity Valuation, Equity Research, Equity Trading, Capital Markets, Corporate Development, New Business Development, New Venture Development, Microsoft Excel, Corporate Real Estate, Real Estate Financing, Entrepreneurship, Business Development, Strategic Financial..., Excel, WordPerfect, Factset, Project Implementation, Residual Income, Bilingual, MBA Finance, Entrepreneur, New Venture Creation, Sales Forecasting, Financial Planning
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2009
Master of Business Administration (M.B.A.), Accounting and Finance
University of Maryland 1994 — 1998
BA, Poilitical Science (International Relations)/ Minor in Finance
American Nicaraguan School
Sherry Feng Sherry Feng's Morgan Stanley Experience July 2014 - Present
Job Finance Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2014 - Present
University of Maryland August 2011 - December 2013
J.P. Morgan June 2013 - August 2013
Rene Arnez June 2011 - August 2011
Crystal Eyes, Inc. June 2009 - May 2010
Skills
Data Analysis, Editing, Microsoft Excel, Research, Microsoft Office, Public Speaking
Education
University of Maryland College Park 2010 — 2014
Bachelor of Science, International Business, Finance
Morgan Stanley July 2014 - Present
University of Maryland August 2011 - December 2013
J.P. Morgan June 2013 - August 2013
Rene Arnez June 2011 - August 2011
Crystal Eyes, Inc. June 2009 - May 2010
Skills
Data Analysis, Editing, Microsoft Excel, Research, Microsoft Office, Public Speaking
Education
University of Maryland College Park 2010 — 2014
Bachelor of Science, International Business, Finance
Katie Molinski's Morgan Stanley Experience December 2012 - May 2013
Job
Industry Real Estate
Experience
CapitalSource May 2013 - June 2015
Morgan Stanley December 2012 - May 2013
DeFrehn Consulting January 2012 - May 2012
Blue Cross and Blue Shield Association June 2010 - December 2010
Education
University of Maryland College Park
Bachelor of Arts (BA), Economics
CapitalSource May 2013 - June 2015
Morgan Stanley December 2012 - May 2013
DeFrehn Consulting January 2012 - May 2012
Blue Cross and Blue Shield Association June 2010 - December 2010
Education
University of Maryland College Park
Bachelor of Arts (BA), Economics
John Dillon III John Dillon III's Morgan Stanley Experience December 2007 - July 2008
Job Manager, Compliance at Leadership for Educational Equity
Industry Political Organization
Experience
Leadership for Educational Equity September 2014 - Present
Gansler for Governor June 2013 - June 2014
Maryland General Assembly July 2011 - June 2013
University Of Maryland Varsity Football Team August 2008 - January 2011
Morgan Stanley December 2007 - July 2008
Skills
QuickBooks, Public Policy, Politics, Political Campaigns, Social Media, Operations Management, Logistics Management, Microsoft Excel, Policy Analysis, Government, International Relations, Events Coordination, Arbitrage
Education
University of Maryland College Park 2008 — 2011
Bachelor of Arts (B.A.), Philosophy
National Outdoor Leadership School (NOLS) 2010 — 2010
Leadership for Educational Equity September 2014 - Present
Gansler for Governor June 2013 - June 2014
Maryland General Assembly July 2011 - June 2013
University Of Maryland Varsity Football Team August 2008 - January 2011
Morgan Stanley December 2007 - July 2008
Skills
QuickBooks, Public Policy, Politics, Political Campaigns, Social Media, Operations Management, Logistics Management, Microsoft Excel, Policy Analysis, Government, International Relations, Events Coordination, Arbitrage
Education
University of Maryland College Park 2008 — 2011
Bachelor of Arts (B.A.), Philosophy
National Outdoor Leadership School (NOLS) 2010 — 2010
Alex Karagiorgis Alex Karagiorgis's Morgan Stanley Experience May 1998 - April 2001
Job Major Account Manager at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters 2001 - Present
Morgan Stanley May 1998 - April 2001
GMAC Commercial Mortgage April 1997 - May 1998
Skills
Market Data, Salesforce.com, Contract Negotiation, Account Management, Key Account Management, Strategic Planning, Forecasting, New Business Development, Sales, SaaS, Sales Management, CRM, Business Analysis, Management, Sales Operations, Business Development, Investments, Business Strategy, Strategy
Education
University of Maryland College Park 1990 — 1995
Bachelor's Degree, Goverment (major) /Economics (minor)
Thomson Reuters 2001 - Present
Morgan Stanley May 1998 - April 2001
GMAC Commercial Mortgage April 1997 - May 1998
Skills
Market Data, Salesforce.com, Contract Negotiation, Account Management, Key Account Management, Strategic Planning, Forecasting, New Business Development, Sales, SaaS, Sales Management, CRM, Business Analysis, Management, Sales Operations, Business Development, Investments, Business Strategy, Strategy
Education
University of Maryland College Park 1990 — 1995
Bachelor's Degree, Goverment (major) /Economics (minor)
David DeVries's Morgan Stanley Experience June 2009 - August 2009
Job Federal Sales Executive at Dataguise
Industry Computer Software
Experience
Dataguise September 2015 - Present
Dell Software March 2013 - September 2015
Communications Supply Corporation February 2011 - March 2013
Coastal Sunbelt Produce January 2010 - February 2011
Morgan Stanley June 2009 - August 2009
Skills
Access, Budgeting, Analysis, Word, PowerPoint, Customer Service, Problem Solving, Data Analysis, Forecasting, SQL, Accounting, Financial Analysis, Process Improvement, Shipping, Logistics, Excel, Microsoft Office, Financial Reporting, Accounts Payable, Negotiation, Business Analysis, Sales, New Business Development, CRM, Salesforce.com, Microsoft Excel, Leadership, Account Management, Management
Education
University of Maryland College Park 2005 — 2009
BS, Economics
University of Maryland College Park
Bachelors Degree in Economics, Economics
Dataguise September 2015 - Present
Dell Software March 2013 - September 2015
Communications Supply Corporation February 2011 - March 2013
Coastal Sunbelt Produce January 2010 - February 2011
Morgan Stanley June 2009 - August 2009
Skills
Access, Budgeting, Analysis, Word, PowerPoint, Customer Service, Problem Solving, Data Analysis, Forecasting, SQL, Accounting, Financial Analysis, Process Improvement, Shipping, Logistics, Excel, Microsoft Office, Financial Reporting, Accounts Payable, Negotiation, Business Analysis, Sales, New Business Development, CRM, Salesforce.com, Microsoft Excel, Leadership, Account Management, Management
Education
University of Maryland College Park 2005 — 2009
BS, Economics
University of Maryland College Park
Bachelors Degree in Economics, Economics
April Guo April Guo's Morgan Stanley Experience June 2015 - Present
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Morgan Stanley May 2013 - May 2015
Essence Securities, Shenzhen/Beijing, PR China September 2012 - November 2012
a2z, Inc. May 2011 - February 2012
Home Evolution July 2009 - August 2009
Hunan Hamlet October 2008 - April 2009
Skills
Thomson One Banker, Microsoft Office, Bloomberg, Reuters, SQL, Matlab, VBA, Minitab, Visio
Education
University of Maryland College Park 2008 — 2012
BS, Finance, Information Systems
Morgan Stanley June 2015 - Present
Morgan Stanley May 2013 - May 2015
Essence Securities, Shenzhen/Beijing, PR China September 2012 - November 2012
a2z, Inc. May 2011 - February 2012
Home Evolution July 2009 - August 2009
Hunan Hamlet October 2008 - April 2009
Skills
Thomson One Banker, Microsoft Office, Bloomberg, Reuters, SQL, Matlab, VBA, Minitab, Visio
Education
University of Maryland College Park 2008 — 2012
BS, Finance, Information Systems
Jason Kaslow's Morgan Stanley Experience January 2008 - May 2008
Job Accounting and Investor Relations Associate at ZelnickMedia/ZM Capital
Industry Accounting
Experience
ZelnickMedia/ZM Capital April 2012 - Present
CitiGroup July 2011 - April 2012
CitiGroup November 2009 - August 2011
Thomson Reuters July 2009 - October 2009
UBS June 2008 - August 2008
Morgan Stanley January 2008 - May 2008
Herff Jones February 2005 - August 2007
Skills
Private Equity, Pivot Tables, Financial Reporting, Accounting, Excel, PowerPoint, Microsoft Word, Dynamo, Intralink, Budget, Fund Accounting, Meeting Planning, Compliance, Fundraising, Budgets, Equities, Analysis
Education
University of Maryland College Park 2005 — 2009
BS, Accounting
ZelnickMedia/ZM Capital April 2012 - Present
CitiGroup July 2011 - April 2012
CitiGroup November 2009 - August 2011
Thomson Reuters July 2009 - October 2009
UBS June 2008 - August 2008
Morgan Stanley January 2008 - May 2008
Herff Jones February 2005 - August 2007
Skills
Private Equity, Pivot Tables, Financial Reporting, Accounting, Excel, PowerPoint, Microsoft Word, Dynamo, Intralink, Budget, Fund Accounting, Meeting Planning, Compliance, Fundraising, Budgets, Equities, Analysis
Education
University of Maryland College Park 2005 — 2009
BS, Accounting
Sam McCormick's Morgan Stanley Experience September 2014 - Present
Job Client Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2014 - Present
Insight Global May 2013 - May 2014
Tremont Group Holdings June 2012 - August 2012
Tau Kappa Epsilon Fraternity September 2011 - December 2011
Education
University of Maryland College Park 2009 — 2013
Bachelor of Arts (B.A.), History
Xavier High School 2005 — 2009
Morgan Stanley September 2014 - Present
Insight Global May 2013 - May 2014
Tremont Group Holdings June 2012 - August 2012
Tau Kappa Epsilon Fraternity September 2011 - December 2011
Education
University of Maryland College Park 2009 — 2013
Bachelor of Arts (B.A.), History
Xavier High School 2005 — 2009
Kellian E Kennedy Kellian E Kennedy's Morgan Stanley Experience November 2012 - Present
Job Operations Specialist at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management October 2014 - Present
Morgan Stanley November 2012 - Present
Greater Baltimore Swim Club August 2009 - August 2013
AXA Equitable February 2012 - October 2012
Archdiocese of Baltimore August 2008 - August 2011
Skills
Teaching, Non-profits, Public Speaking, Financial Planning, Investments, Insurance Planning, Private Banking, Analysis, Budgets, Nonprofits, Banking, Strategic Financial..., Financial Planners, Social Media, Curriculum Design, Financial Analysis
Education
University of Maryland Baltimore County 2009 — 2012
History, MA
University of Maryland College Park 2005 — 2007
BA, History/Education
Mount de Sales Academy for Girls 2000 — 2004
Morgan Stanley Investment Management October 2014 - Present
Morgan Stanley November 2012 - Present
Greater Baltimore Swim Club August 2009 - August 2013
AXA Equitable February 2012 - October 2012
Archdiocese of Baltimore August 2008 - August 2011
Skills
Teaching, Non-profits, Public Speaking, Financial Planning, Investments, Insurance Planning, Private Banking, Analysis, Budgets, Nonprofits, Banking, Strategic Financial..., Financial Planners, Social Media, Curriculum Design, Financial Analysis
Education
University of Maryland Baltimore County 2009 — 2012
History, MA
University of Maryland College Park 2005 — 2007
BA, History/Education
Mount de Sales Academy for Girls 2000 — 2004
Gleb Kruchinin Gleb Kruchinin's Morgan Stanley Experience September 2005 - November 2007
Job Senior Consultant at Capco
Industry Management Consulting
Experience
Capco June 2014 - Present
KPMG LLP November 2009 - June 2014
Viking Global Investors May 2009 - September 2009
Aristeia Capital LLC January 2008 - November 2008
Morgan Stanley September 2005 - November 2007
Skills
Dodd-Frank, volcker rule, IDQ, Data Quality, Derivatives, Liquidity Risk, SQL, QlikView, Equities, Fixed Income, Bloomberg Terminal, PowerPoint, Microsoft Excel, MS Project, SharePoint, Lotus Notes, JIRA, Eze Castle, DTC, DTCC, Finance, Hedge Funds, Operational Risk, Financial Services, Trading, Settlement, Account Reconciliation, CDS, Treasury, Risk Management, Basel I, Basel II, Basel III, Convertible Bonds, Equity Derivatives, Data Analysis
Education
University of Maryland College Park 2003 — 2005
BA, Economics
Capco June 2014 - Present
KPMG LLP November 2009 - June 2014
Viking Global Investors May 2009 - September 2009
Aristeia Capital LLC January 2008 - November 2008
Morgan Stanley September 2005 - November 2007
Skills
Dodd-Frank, volcker rule, IDQ, Data Quality, Derivatives, Liquidity Risk, SQL, QlikView, Equities, Fixed Income, Bloomberg Terminal, PowerPoint, Microsoft Excel, MS Project, SharePoint, Lotus Notes, JIRA, Eze Castle, DTC, DTCC, Finance, Hedge Funds, Operational Risk, Financial Services, Trading, Settlement, Account Reconciliation, CDS, Treasury, Risk Management, Basel I, Basel II, Basel III, Convertible Bonds, Equity Derivatives, Data Analysis
Education
University of Maryland College Park 2003 — 2005
BA, Economics
Dong Parady Dong Parady's Morgan Stanley Experience October 2013 - Present
Job Collateral Risk Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2013 - Present
Universal Consulting Services November 2011 - October 2013
Chindex Medical Limited August 2008 - November 2011
UBS February 2008 - May 2008
Skills
Microsoft Office, Government Procurement, SAS, Procurement, FAR, WAWF, Management, Data Analysis, DoD, Microsoft Excel, Government, Finance, Market Research, Government Contracting, Project Management, PD2, Portfolio Management, Asset Management, Financial Analysis, Loans, Wealth Management, Retail Banking, Securities, Bloomberg Terminal
Education
University of Maryland College Park 2004 — 2008
Bachelor's degree, Economics
Morgan Stanley October 2013 - Present
Universal Consulting Services November 2011 - October 2013
Chindex Medical Limited August 2008 - November 2011
UBS February 2008 - May 2008
Skills
Microsoft Office, Government Procurement, SAS, Procurement, FAR, WAWF, Management, Data Analysis, DoD, Microsoft Excel, Government, Finance, Market Research, Government Contracting, Project Management, PD2, Portfolio Management, Asset Management, Financial Analysis, Loans, Wealth Management, Retail Banking, Securities, Bloomberg Terminal
Education
University of Maryland College Park 2004 — 2008
Bachelor's degree, Economics
David Wolpov, ACAS, MAAA David Wolpov, ACAS, MAAA's Morgan Stanley Experience 1998 - 2004
Job Associate Actuary at JM Family Enterprises, JM&A Group
Industry Insurance
Experience
JM Family Enterprises, Inc., JM&A August 2013 - Present
Farmers Insurance September 2005 - August 2013
Junction Networks 2004 - 2005
Morgan Stanley 1998 - 2004
Education
Wharton School, University of Pennsylvania 1984 — 1988
Bachelor of Economics, Marketing
University of Pennsylvania 1984 — 1988
Bachelor of Arts, Mathematics
University of Maryland 1991 — 1993
MBA, Information Systems
JM Family Enterprises, Inc., JM&A August 2013 - Present
Farmers Insurance September 2005 - August 2013
Junction Networks 2004 - 2005
Morgan Stanley 1998 - 2004
Education
Wharton School, University of Pennsylvania 1984 — 1988
Bachelor of Economics, Marketing
University of Pennsylvania 1984 — 1988
Bachelor of Arts, Mathematics
University of Maryland 1991 — 1993
MBA, Information Systems
Yosef Zia Yosef Zia's Morgan Stanley Experience June 2010 - August 2010
Job Developer at Citadel Investment Group
Industry Financial Services
Experience
Citadel LLC August 2014 - Present
Goldman Sachs June 2012 - August 2014
Bloomberg LP July 2011 - October 2011
Morgan Stanley June 2010 - August 2010
Skills
C++, C#, Java, Interest Rate..., FICC, Bloomberg, Python
Education
University of Maryland College Park 2006 — 2011
Bachelor's degree, Economics/Physics
Citadel LLC August 2014 - Present
Goldman Sachs June 2012 - August 2014
Bloomberg LP July 2011 - October 2011
Morgan Stanley June 2010 - August 2010
Skills
C++, C#, Java, Interest Rate..., FICC, Bloomberg, Python
Education
University of Maryland College Park 2006 — 2011
Bachelor's degree, Economics/Physics
Bill Conger Bill Conger's Morgan Stanley Experience April 1978 - May 1988
Job Portfolio Manager at Red Hook Management
Industry Investment Management
Experience
Red Hook Management September 2008 - Present
Gibraltar/RBC Securities April 1997 - August 2008
EA Moos & Co March 1990 - June 1997
JRO Associates August 1988 - January 1990
Morgan Stanley April 1978 - May 1988
Paine Webber January 1977 - March 1978
Equitable Trust Company April 1973 - January 1977
Skills
ETFs, Municipal, Securities, Investments, Fixed Income, Alternative Investments, Hedge Funds, Retirement Planning, Asset Allocation, Portfolio Management, Bonds, High Yield, Venture Capital, Finance, Trading
Education
University of Maryland College Park 1969 — 1973
BS
US Army Draftee 1966 — 1968
PhD
Bethesda Chevy Chase HS 1962 — 1965
HS
Red Hook Management September 2008 - Present
Gibraltar/RBC Securities April 1997 - August 2008
EA Moos & Co March 1990 - June 1997
JRO Associates August 1988 - January 1990
Morgan Stanley April 1978 - May 1988
Paine Webber January 1977 - March 1978
Equitable Trust Company April 1973 - January 1977
Skills
ETFs, Municipal, Securities, Investments, Fixed Income, Alternative Investments, Hedge Funds, Retirement Planning, Asset Allocation, Portfolio Management, Bonds, High Yield, Venture Capital, Finance, Trading
Education
University of Maryland College Park 1969 — 1973
BS
US Army Draftee 1966 — 1968
PhD
Bethesda Chevy Chase HS 1962 — 1965
HS
Kevin Berman Kevin Berman's Morgan Stanley Experience January 2010 - June 2013
Job Vice President Project Delivery at Yorktel
Industry Consumer Electronics
Experience
Yorktel July 2013 - Present
Morgan Stanley January 2010 - June 2013
Cosmopolitan Entertainment Systems January 2005 - January 2009
Real Time Services January 2001 - January 2009
Mcsi January 2000 - January 2001
CRAVE Systems January 1998 - January 2000
Skills
AV, Video Conferencing, Video, Project Management, Budgets, Streaming Media, MS Project, Leadership, Management, System Design, Troubleshooting, Sound, Security, Construction, Cross-functional Team..., Multimedia, Integration, Strategy, Testing, Networking, Training, Human Resources, Sales, Executive Management
Education
University of Maryland 1991 — 1995
Bachelor of Science, Biology, General
University of Maryland College Park 1991 — 1995
Bachelor of Science, Biology
Yorktel July 2013 - Present
Morgan Stanley January 2010 - June 2013
Cosmopolitan Entertainment Systems January 2005 - January 2009
Real Time Services January 2001 - January 2009
Mcsi January 2000 - January 2001
CRAVE Systems January 1998 - January 2000
Skills
AV, Video Conferencing, Video, Project Management, Budgets, Streaming Media, MS Project, Leadership, Management, System Design, Troubleshooting, Sound, Security, Construction, Cross-functional Team..., Multimedia, Integration, Strategy, Testing, Networking, Training, Human Resources, Sales, Executive Management
Education
University of Maryland 1991 — 1995
Bachelor of Science, Biology, General
University of Maryland College Park 1991 — 1995
Bachelor of Science, Biology
Christopher Kulp Christopher Kulp's Morgan Stanley Experience January 2014 - May 2015
Job Financial Analyst at Johns Hopkins Hospital
Industry Financial Services
Experience
Johns Hopkins Health System May 2015 - Present
Morgan Stanley January 2014 - May 2015
Tempus, Inc. June 2013 - January 2014
Skills
Data Analysis, Financial Markets, FX Options, Financial Services, Foreign Exchange, Settlement, Bloomberg, Securities, Risk Management, Finance, Financial Risk, Customer Service, Microsoft Word, Management, Analysis, PowerPoint, Microsoft Excel, Financial Analysis
Education
University of Maryland College Park 2009 — 2013
Bachelor of Arts (B.A.), Economics
Mt. St. Joseph High School 2005 — 2009
High School Diploma
Johns Hopkins Health System May 2015 - Present
Morgan Stanley January 2014 - May 2015
Tempus, Inc. June 2013 - January 2014
Skills
Data Analysis, Financial Markets, FX Options, Financial Services, Foreign Exchange, Settlement, Bloomberg, Securities, Risk Management, Finance, Financial Risk, Customer Service, Microsoft Word, Management, Analysis, PowerPoint, Microsoft Excel, Financial Analysis
Education
University of Maryland College Park 2009 — 2013
Bachelor of Arts (B.A.), Economics
Mt. St. Joseph High School 2005 — 2009
High School Diploma
Edrees Roshan Edrees Roshan's Morgan Stanley Experience June 2013 - March 2015
Job Procurement Analyst at Northrop Grumman Corporation
Industry Financial Services
Experience
Northrop Grumman Corporation March 2015 - Present
Morgan Stanley June 2013 - March 2015
Technical Resources Group May 2011 - June 2013
NJR and Associates June 2005 - June 2013
CENTER FOR AMERICAN POLITICS AND CITIZENSHIP May 2009 - February 2010
AFGHAN TECHNICAL AND VOCATIONAL INSTITUTE April 2007 - March 2008
Skills
Analysis, Research, Financial Analysis, Risk Management, Portfolio Management, Supply Chain Management, SAP, Government Procurement, Strategy, Aerospace Manufacturing, Data Analysis, Pashto, Dari, Government Contracting, Defense, Quantitative Analytics, SAS, Stata, Statistics, Interest Rate..., Dodd-Frank, Currency Futures, Trade Operations, Markitwire, STS, Trend, Risk Analysis, Operational Risk..., Program Management
Education
University of Maryland College Park 2008 — 2011
Bachelor of Arts, Economics
University of Maryland College Park 2006 — 2011
Bachelor of Arts (B.A.), Economics
Northrop Grumman Corporation March 2015 - Present
Morgan Stanley June 2013 - March 2015
Technical Resources Group May 2011 - June 2013
NJR and Associates June 2005 - June 2013
CENTER FOR AMERICAN POLITICS AND CITIZENSHIP May 2009 - February 2010
AFGHAN TECHNICAL AND VOCATIONAL INSTITUTE April 2007 - March 2008
Skills
Analysis, Research, Financial Analysis, Risk Management, Portfolio Management, Supply Chain Management, SAP, Government Procurement, Strategy, Aerospace Manufacturing, Data Analysis, Pashto, Dari, Government Contracting, Defense, Quantitative Analytics, SAS, Stata, Statistics, Interest Rate..., Dodd-Frank, Currency Futures, Trade Operations, Markitwire, STS, Trend, Risk Analysis, Operational Risk..., Program Management
Education
University of Maryland College Park 2008 — 2011
Bachelor of Arts, Economics
University of Maryland College Park 2006 — 2011
Bachelor of Arts (B.A.), Economics
Andrew Coxen Andrew Coxen's Morgan Stanley Experience May 2008 - December 2008
Job Sr. Associate at Modern Bank, N.A.
Industry Banking
Experience
Modern Bank, N.A. February 2014 - Present
Deloitte September 2013 - February 2014
CapitalSource Bank January 2009 - September 2013
Morgan Stanley May 2008 - December 2008
Skills
Valuation, Credit, Financial Modeling, Financial Analysis, Corporate Finance, Credit Analysis, Loans, Underwriting, Portfolio Management, Fixed Income, Legal Documents, Equity Valuation, Investment Banking, Bloomberg Terminal, Capital Markets
Education
University of Maryland College Park 2003 — 2007
Bachelor's Degree, Economics
Modern Bank, N.A. February 2014 - Present
Deloitte September 2013 - February 2014
CapitalSource Bank January 2009 - September 2013
Morgan Stanley May 2008 - December 2008
Skills
Valuation, Credit, Financial Modeling, Financial Analysis, Corporate Finance, Credit Analysis, Loans, Underwriting, Portfolio Management, Fixed Income, Legal Documents, Equity Valuation, Investment Banking, Bloomberg Terminal, Capital Markets
Education
University of Maryland College Park 2003 — 2007
Bachelor's Degree, Economics
Brian Kenny (bkenny@kpmg.com) Brian Kenny (bkenny@kpmg.com)'s Morgan Stanley Experience August 2005 - April 2006
Job Experienced Hire Recruiting at KPMG
Industry Human Resources
Experience
KPMG January 2011 - Present
Emerging Health Information Technology October 2010 - January 2011
AIG April 2010 - October 2010
Barnes&Noble.com February 2010 - April 2010
Emerging Health Information Technology November 2009 - January 2010
Teva Pharmaceuticals (Barr Pharmaceuticals) October 2007 - February 2009
Virgin Mobile USA September 2006 - October 2007
Citigroup April 2006 - September 2006
Morgan Stanley August 2005 - April 2006
Genesis 10 Corporation June 2000 - August 2005
Education
University of Maryland College Park
BA, English Literature and Language
KPMG January 2011 - Present
Emerging Health Information Technology October 2010 - January 2011
AIG April 2010 - October 2010
Barnes&Noble.com February 2010 - April 2010
Emerging Health Information Technology November 2009 - January 2010
Teva Pharmaceuticals (Barr Pharmaceuticals) October 2007 - February 2009
Virgin Mobile USA September 2006 - October 2007
Citigroup April 2006 - September 2006
Morgan Stanley August 2005 - April 2006
Genesis 10 Corporation June 2000 - August 2005
Education
University of Maryland College Park
BA, English Literature and Language
Paul Lindler Paul Lindler's Morgan Stanley Experience December 2011 - October 2012
Job Financial Analyst at Wells Fargo
Industry Insurance
Experience
Wells Fargo November 2012 - Present
Morgan Stanley December 2011 - October 2012
SDM Consulting Group Inc August 2009 - April 2010
Broadway Pizza September 2002 - September 2009
Skills
Microsoft Office, Actuarial Exams, C++, SQL, SAS, Series 63, Product Development, Hedge Funds, Insurance, Risk Management, Account Reconciliation, Business Analysis, Pensions, Financial Modeling, Training, Spanish, Data Analysis
Education
University of Maryland Baltimore County 2009 — 2010
BS, Financial Economics
University of Maryland College Park 2004 — 2008
BS, Biology
Wells Fargo November 2012 - Present
Morgan Stanley December 2011 - October 2012
SDM Consulting Group Inc August 2009 - April 2010
Broadway Pizza September 2002 - September 2009
Skills
Microsoft Office, Actuarial Exams, C++, SQL, SAS, Series 63, Product Development, Hedge Funds, Insurance, Risk Management, Account Reconciliation, Business Analysis, Pensions, Financial Modeling, Training, Spanish, Data Analysis
Education
University of Maryland Baltimore County 2009 — 2010
BS, Financial Economics
University of Maryland College Park 2004 — 2008
BS, Biology
John Yetman's Morgan Stanley Experience December 2008 - June 2015
Job Financial Advisor | Managing Director at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2015 - Present
Morgan Stanley December 2008 - June 2015
UBS June 2004 - December 2008
Wachovia Securities December 2000 - June 2004
Moors and Cabot June 1992 - December 1998
Skills
Investments, Finance, Financial Planning, Management, Retirement Planning, Wealth Management, Financial Advisory, Strategic Planning, Leadership, Retirement
Education
University of Maryland College Park 1977 — 1981
Bachelor's degree, Accounting
Ameriprise Financial Services, Inc. June 2015 - Present
Morgan Stanley December 2008 - June 2015
UBS June 2004 - December 2008
Wachovia Securities December 2000 - June 2004
Moors and Cabot June 1992 - December 1998
Skills
Investments, Finance, Financial Planning, Management, Retirement Planning, Wealth Management, Financial Advisory, Strategic Planning, Leadership, Retirement
Education
University of Maryland College Park 1977 — 1981
Bachelor's degree, Accounting
Sara Castelino Sara Castelino's Morgan Stanley Experience June 2013 - August 2013
Job Business Process Analyst 1 Health IT at Northrop Grumman
Industry Information Technology and Services
Experience
Northrop Grumman August 2014 - Present
Morgan Stanley June 2013 - August 2013
T. Rowe Price June 2012 - August 2012
Green Loop Exports June 2011 - August 2011
Se Sens Serene Fashion Company June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Research, Social Media, Customer Service, Data Analysis, Management, Event Planning, Teamwork, Leadership, Analysis
Education
University of Maryland Baltimore County 2010 — 2014
Business Technology Administration, Management Information Systems, General
Barrie School 2006 — 2010
High School Diploma, High School
Northrop Grumman August 2014 - Present
Morgan Stanley June 2013 - August 2013
T. Rowe Price June 2012 - August 2012
Green Loop Exports June 2011 - August 2011
Se Sens Serene Fashion Company June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Research, Social Media, Customer Service, Data Analysis, Management, Event Planning, Teamwork, Leadership, Analysis
Education
University of Maryland Baltimore County 2010 — 2014
Business Technology Administration, Management Information Systems, General
Barrie School 2006 — 2010
High School Diploma, High School
Kevin P. Mahoney's Morgan Stanley Experience 1998 - 2003
Job Partner at Bay Street Advisors LLC
Industry Financial Services
Experience
Bay Street Advisors LLC 2009 - Present
Sheffield Haworth, Inc. 2005 - 2008
Russell Reynolds Associates, Inc. 2004 - 2005
Citigroup 2003 - 2004
Morgan Stanley 1998 - 2003
Skills
Private Equity, Mergers, Leveraged Finance, DCM, Investment Banking, Capital Markets, Corporate Finance, Equities, Hedge Funds, Asset Managment, Fixed Income
Education
University of Maryland College Park
B.S.
Bay Street Advisors LLC 2009 - Present
Sheffield Haworth, Inc. 2005 - 2008
Russell Reynolds Associates, Inc. 2004 - 2005
Citigroup 2003 - 2004
Morgan Stanley 1998 - 2003
Skills
Private Equity, Mergers, Leveraged Finance, DCM, Investment Banking, Capital Markets, Corporate Finance, Equities, Hedge Funds, Asset Managment, Fixed Income
Education
University of Maryland College Park
B.S.
Jeanne Nelson's Morgan Stanley Experience 2012 - 2014
Job Vice President, Operations at Resource Energy Systems, LLC
Industry Management Consulting
Experience
Resource Energy Systems, LLC 2015 - Present
Morgan Stanley 2012 - 2014
Constellation Energy Group, Inc. 2004 - 2012
WR Grace 2003 - 2004
USinternetworking, Inc. 1999 - 2003
SGT 1996 - 1999
Skills
Global Cash Management, Cash Flow Forecasting, Treasury Workstation, Investments, Bank Fee Analysis, Lockbox, Bank Account Management, Letters of Credit, Sarbanes-Oxley, Collateral Management, Process Improvement, Human Resource..., Strong Project..., Attentive to Detail, Excellent Presentation..., Effective Communication..., Organizational Agility, Ability to Multi-Task, Results Oriented, M&A Integration, Comprehensive..., Financial Modeling, Mergers, Financial Analysis, Sarbanes-Oxley Act, Financial Reporting, Accounting, Internal Audit, Mergers & Acquisitions, Variance Analysis, Cash Flow, Banking
Education
University of Maryland College Park
BS, Accounting
Resource Energy Systems, LLC 2015 - Present
Morgan Stanley 2012 - 2014
Constellation Energy Group, Inc. 2004 - 2012
WR Grace 2003 - 2004
USinternetworking, Inc. 1999 - 2003
SGT 1996 - 1999
Skills
Global Cash Management, Cash Flow Forecasting, Treasury Workstation, Investments, Bank Fee Analysis, Lockbox, Bank Account Management, Letters of Credit, Sarbanes-Oxley, Collateral Management, Process Improvement, Human Resource..., Strong Project..., Attentive to Detail, Excellent Presentation..., Effective Communication..., Organizational Agility, Ability to Multi-Task, Results Oriented, M&A Integration, Comprehensive..., Financial Modeling, Mergers, Financial Analysis, Sarbanes-Oxley Act, Financial Reporting, Accounting, Internal Audit, Mergers & Acquisitions, Variance Analysis, Cash Flow, Banking
Education
University of Maryland College Park
BS, Accounting
Jeff Berman's Morgan Stanley Experience October 1992 - November 1995
Job
Industry Financial Services
Experience
Mindseeker, Inc. November 2013 - January 2015
JP Morgan Chase September 2010 - November 2013
SunGard August 2009 - September 2010
Goldman Sachs October 2006 - April 2009
Credit Suisse May 2002 - October 2006
Integral Development Corp. June 1999 - May 2002
CIBC World Markets November 1995 - June 1999
Morgan Stanley October 1992 - November 1995
Skills
Derivatives, Equity Derivatives
Education
University of Maryland College Park
Mindseeker, Inc. November 2013 - January 2015
JP Morgan Chase September 2010 - November 2013
SunGard August 2009 - September 2010
Goldman Sachs October 2006 - April 2009
Credit Suisse May 2002 - October 2006
Integral Development Corp. June 1999 - May 2002
CIBC World Markets November 1995 - June 1999
Morgan Stanley October 1992 - November 1995
Skills
Derivatives, Equity Derivatives
Education
University of Maryland College Park
Chris Consiglio's Morgan Stanley Experience December 2006 - June 2009
Job Senior Analyst Statoil North America, Inc
Industry Oil & Energy
Experience
Statoil North America, Inc June 2009 - Present
Morgan Stanley December 2006 - June 2009
Morgan Stanley October 2005 - December 2006
PricewaterhouseCoopers LLP September 2004 - October 2005
PricewaterhouseCoopers LLP January 2003 - September 2004
Skills
Analysis, Internal Controls, Valuation, Auditing, Risk Management, Fixed Income, Management, Derivatives, Bloomberg, Options, Financial Risk
Education
University of Maryland College Park 1997 — 2001
Bachelor's of Science
Statoil North America, Inc June 2009 - Present
Morgan Stanley December 2006 - June 2009
Morgan Stanley October 2005 - December 2006
PricewaterhouseCoopers LLP September 2004 - October 2005
PricewaterhouseCoopers LLP January 2003 - September 2004
Skills
Analysis, Internal Controls, Valuation, Auditing, Risk Management, Fixed Income, Management, Derivatives, Bloomberg, Options, Financial Risk
Education
University of Maryland College Park 1997 — 2001
Bachelor's of Science
Joseph Lawrence's Morgan Stanley Experience April 2014 - Present
Job Vice President, Technology and Information Risk at Morgan Stanley
Industry Telecommunications
Experience
Morgan Stanley April 2014 - Present
Juniper Networks April 2013 - April 2014
Juniper Networks January 2011 - March 2013
Juniper Networks June 2005 - January 2011
Atlantech Online, Inc 2002 - 2005
MillionEyes 2000 - 2000
Skills
Firewalls, Networking, TCP/IP, Juniper, VPLS, IP, Perl, VPN, Routing, Unix, Security, MPLS, OSPF, Virtualization, Routers, BGP, Customer Service, Data Center, Juniper Technologies
Education
University of Maryland College Park 2000 — 2003
BS, Computer Engineering
Morgan Stanley April 2014 - Present
Juniper Networks April 2013 - April 2014
Juniper Networks January 2011 - March 2013
Juniper Networks June 2005 - January 2011
Atlantech Online, Inc 2002 - 2005
MillionEyes 2000 - 2000
Skills
Firewalls, Networking, TCP/IP, Juniper, VPLS, IP, Perl, VPN, Routing, Unix, Security, MPLS, OSPF, Virtualization, Routers, BGP, Customer Service, Data Center, Juniper Technologies
Education
University of Maryland College Park 2000 — 2003
BS, Computer Engineering
Rajesh Narkhede's Morgan Stanley Experience January 2005 - October 2005
Job Senior Developer at BNP Paribas
Industry Computer Software
Experience
BNP Paribas October 2013 - Present
McKinsey & Company September 2011 - September 2013
Credit Suisse October 2005 - September 2011
Morgan Stanley January 2005 - October 2005
Bank of New York May 2004 - December 2004
Morgan Stanley April 2004 - April 2004
Chase September 2003 - April 2004
Merrill Lynch September 2001 - September 2003
Trade.com January 2001 - August 2001
Sundial.com August 2000 - December 2000
Skills
.NET, Web Services, Microsoft SQL Server, Agile Methodologies, WCF, SQL, ASP.NET, C#, Software Development, Oracle, SDLC, Requirements Analysis, XML, Visual Studio, Scrum, Web Applications, WPF, VB.NET, JavaScript, TFS, ASP.NET MVC, SharePoint, SSRS, HTML 5, SSIS, MySQL, Silverlight, WF, LINQ, Visual Basic, VBScript, Java, Visio, Integration, SOA, ASP, CSS, Entity Framework, NUnit, Perl, Requirements Gathering, Github, HTML, XAML, NHibernate, AngularJS, Bootstrap, JQuery
Education
University of Maryland Baltimore County 2001 — 2003
Master's degree, Information System, 3.75
Aptech Computer Education 1994 — 1996
Associate's degree, Computer Software Engineering
Shree Bhagubhai Mafatlal Polytechnic, Mumbai, India 1986 — 1990
Associate's degree, Plastics Engineering
BNP Paribas October 2013 - Present
McKinsey & Company September 2011 - September 2013
Credit Suisse October 2005 - September 2011
Morgan Stanley January 2005 - October 2005
Bank of New York May 2004 - December 2004
Morgan Stanley April 2004 - April 2004
Chase September 2003 - April 2004
Merrill Lynch September 2001 - September 2003
Trade.com January 2001 - August 2001
Sundial.com August 2000 - December 2000
Skills
.NET, Web Services, Microsoft SQL Server, Agile Methodologies, WCF, SQL, ASP.NET, C#, Software Development, Oracle, SDLC, Requirements Analysis, XML, Visual Studio, Scrum, Web Applications, WPF, VB.NET, JavaScript, TFS, ASP.NET MVC, SharePoint, SSRS, HTML 5, SSIS, MySQL, Silverlight, WF, LINQ, Visual Basic, VBScript, Java, Visio, Integration, SOA, ASP, CSS, Entity Framework, NUnit, Perl, Requirements Gathering, Github, HTML, XAML, NHibernate, AngularJS, Bootstrap, JQuery
Education
University of Maryland Baltimore County 2001 — 2003
Master's degree, Information System, 3.75
Aptech Computer Education 1994 — 1996
Associate's degree, Computer Software Engineering
Shree Bhagubhai Mafatlal Polytechnic, Mumbai, India 1986 — 1990
Associate's degree, Plastics Engineering
Mike Ressler's Morgan Stanley Experience March 2003 - July 2005
Job IT Risk and Security Manager
Industry Computer & Network Security
Experience
JPMorganChase July 2005 - September 2014
Morgan Stanley March 2003 - July 2005
Predictive Systems / Global Integrity March 1999 - March 2003
Ernst & Young February 1997 - March 1999
Bellcore 1988 - 1997
Concurrent Computer Corporation 1986 - 1988
Commercial Union Capital 1983 - 1986
Bell Telephone Laboratories 1979 - 1983
University of Maryland, College Park 1975 - 1979
Skills
Computer Security, PCI DSS, Program Management, CISSP, Risk Management, Information Security, Information Security..., Security Management, Unix, Application Security, Security, Vulnerability Management, IT Audit, Disaster Recovery, Cloud Computing, Network Security, ISO 27001, Identity Management, Vulnerability Assessment, Enterprise Risk..., Penetration Testing, Enterprise Architecture, Security Architecture..., Governance, Fraud, Business Continuity, Security Awareness
Education
University of Maryland College Park 1975 — 1979
MS, Computer Science
Virginia Polytechnic Institute and State University 1971 — 1975
BS, Computer Science
JPMorganChase July 2005 - September 2014
Morgan Stanley March 2003 - July 2005
Predictive Systems / Global Integrity March 1999 - March 2003
Ernst & Young February 1997 - March 1999
Bellcore 1988 - 1997
Concurrent Computer Corporation 1986 - 1988
Commercial Union Capital 1983 - 1986
Bell Telephone Laboratories 1979 - 1983
University of Maryland, College Park 1975 - 1979
Skills
Computer Security, PCI DSS, Program Management, CISSP, Risk Management, Information Security, Information Security..., Security Management, Unix, Application Security, Security, Vulnerability Management, IT Audit, Disaster Recovery, Cloud Computing, Network Security, ISO 27001, Identity Management, Vulnerability Assessment, Enterprise Risk..., Penetration Testing, Enterprise Architecture, Security Architecture..., Governance, Fraud, Business Continuity, Security Awareness
Education
University of Maryland College Park 1975 — 1979
MS, Computer Science
Virginia Polytechnic Institute and State University 1971 — 1975
BS, Computer Science
Todd Conway's Morgan Stanley Experience 2003 - 2005
Job Principal Systems Engineer at Symantec Corporation
Industry Information Technology and Services
Experience
Symantec Corporation May 2005 - Present
Morgan Stanley 2003 - 2005
Microsoft Corporation September 1998 - November 2003
Skills
Enterprise Software, Cloud Computing, Virtualization, Storage, SaaS, Enterprise Architecture, Pre-sales, Security, Disaster Recovery, Integration, Data Center, Network Security, VMware, High Availability, Linux
Education
University of Maryland College Park 1986 — 1990
Bachelor of Engineering (BEng), Mechanical Engineering
Graduate Classes at Fairleigh Dickinson University 1995 — 1997
No Degree, Computer Science
Symantec Corporation May 2005 - Present
Morgan Stanley 2003 - 2005
Microsoft Corporation September 1998 - November 2003
Skills
Enterprise Software, Cloud Computing, Virtualization, Storage, SaaS, Enterprise Architecture, Pre-sales, Security, Disaster Recovery, Integration, Data Center, Network Security, VMware, High Availability, Linux
Education
University of Maryland College Park 1986 — 1990
Bachelor of Engineering (BEng), Mechanical Engineering
Graduate Classes at Fairleigh Dickinson University 1995 — 1997
No Degree, Computer Science
Bob Beylickjian's Morgan Stanley Experience 2007 - Present
Job Senior Vice President Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2007 - Present
Wells Fargo Advisors 2001 - 2007
Paine Webber/ UBS April 1994 - January 2001
Kidder Peabody 1989 - 1994
Education
University of Maryland College Park
Morgan Stanley 2007 - Present
Wells Fargo Advisors 2001 - 2007
Paine Webber/ UBS April 1994 - January 2001
Kidder Peabody 1989 - 1994
Education
University of Maryland College Park
Ted Murphy's Morgan Stanley Experience August 2011 - Present
Job Distressed Debt Desk Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley August 2011 - Present
Citadel Investment Group March 2010 - August 2011
Needham & Company July 2006 - February 2010
Education
University of Maryland College Park 2002 — 2006
B.S., General Business and Management
Glastonbury High School 1998 — 2002
Morgan Stanley August 2011 - Present
Citadel Investment Group March 2010 - August 2011
Needham & Company July 2006 - February 2010
Education
University of Maryland College Park 2002 — 2006
B.S., General Business and Management
Glastonbury High School 1998 — 2002
Claude Pupkin's Morgan Stanley Experience 1992 - 1996
Job President at American Shale Oil and EVP at IDT Telecom
Industry Oil & Energy
Experience
IDT Corporation 2003 - Present
American Shale Oil April 2008 - Present
Genie Energy Ltd (NYSE) August 2011 - December 2013
JPMorgan Chase 1998 - 2002
Societe Generale August 1996 - May 1998
Morgan Stanley 1992 - 1996
Citi July 1988 - March 1992
Skills
Energy, Corporate Finance, Joint Ventures, Corporate Development, Petroleum, Gas, Start-ups, Investment Banking, Venture Capital, Mergers & Acquisitions, Strategy, Private Equity, Telecommunications
Education
University of Pennsylvania - The Wharton School 1986 — 1988
Master of Business Administration (MBA), FInance
University of Pennsylvania - The Lauder Institute 1986 — 1988
Master of Arts (M.A.), International Studies
University of Maryland College Park 1980 — 1984
BS, Business Administration, Accounting
IDT Corporation 2003 - Present
American Shale Oil April 2008 - Present
Genie Energy Ltd (NYSE) August 2011 - December 2013
JPMorgan Chase 1998 - 2002
Societe Generale August 1996 - May 1998
Morgan Stanley 1992 - 1996
Citi July 1988 - March 1992
Skills
Energy, Corporate Finance, Joint Ventures, Corporate Development, Petroleum, Gas, Start-ups, Investment Banking, Venture Capital, Mergers & Acquisitions, Strategy, Private Equity, Telecommunications
Education
University of Pennsylvania - The Wharton School 1986 — 1988
Master of Business Administration (MBA), FInance
University of Pennsylvania - The Lauder Institute 1986 — 1988
Master of Arts (M.A.), International Studies
University of Maryland College Park 1980 — 1984
BS, Business Administration, Accounting
Michael Conticello's Morgan Stanley Experience May 2008 - August 2010
Job Director, Brokerage Operations @ TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade July 2013 - Present
TD Ameritrade July 2013 - February 2015
TD August 2012 - July 2013
E*TRADE Financial June 2010 - August 2012
Morgan Stanley May 2008 - August 2010
Hudson Mortgage Bankers February 2003 - May 2008
Citigroup Inc. April 2001 - January 2003
Skills
Team Building, Securities, Series 7, Strategy, Project Management, Leadership, Analytics, Risk Management, Banking, Financial Analysis, Financial Services, Process Improvement, Portfolio Management, Vendor Management, Online Brokerage, Business Process..., AML, Relationship Management, Fixed Income, Series 63, Series 24, Anti Money Laundering
Education
University of Maryland College Park 1995 — 1999
TD Ameritrade July 2013 - Present
TD Ameritrade July 2013 - February 2015
TD August 2012 - July 2013
E*TRADE Financial June 2010 - August 2012
Morgan Stanley May 2008 - August 2010
Hudson Mortgage Bankers February 2003 - May 2008
Citigroup Inc. April 2001 - January 2003
Skills
Team Building, Securities, Series 7, Strategy, Project Management, Leadership, Analytics, Risk Management, Banking, Financial Analysis, Financial Services, Process Improvement, Portfolio Management, Vendor Management, Online Brokerage, Business Process..., AML, Relationship Management, Fixed Income, Series 63, Series 24, Anti Money Laundering
Education
University of Maryland College Park 1995 — 1999
Nicholas Steier's Morgan Stanley Experience 2000 - 2001
Job VP Wealth Management at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS April 2014 - Present
Wells Fargo Advisors LLC April 2005 - April 2014
SunTrust Investment Services March 2001 - April 2005
Morgan Stanley 2000 - 2001
Education
University of Maryland College Park 1996 — 2000
BS, Government & Politics
UBS April 2014 - Present
Wells Fargo Advisors LLC April 2005 - April 2014
SunTrust Investment Services March 2001 - April 2005
Morgan Stanley 2000 - 2001
Education
University of Maryland College Park 1996 — 2000
BS, Government & Politics
Jomo Huggins's Morgan Stanley Experience 2003 - 2007
Job Société Générale
Industry Financial Services
Experience
Société Générale September 2014 - Present
RBS Global Banking & Markets September 2009 - September 2014
Deutsche Bank 2007 - 2009
Morgan Stanley 2003 - 2007
Education
University of Maryland College Park
Bachelor of Science (BS)
University of Maryland University College
MBA, Business Administration
Société Générale September 2014 - Present
RBS Global Banking & Markets September 2009 - September 2014
Deutsche Bank 2007 - 2009
Morgan Stanley 2003 - 2007
Education
University of Maryland College Park
Bachelor of Science (BS)
University of Maryland University College
MBA, Business Administration
Matthew Riggin, CFP®'s Morgan Stanley Experience November 2014 - Present
Job Wealth Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2014 - Present
Morgan Stanley Wealth Management July 2013 - November 2014
Morgan Stanley Wealth Management July 2007 - July 2013
Skills
Wealth Management, Strategic Financial..., Asset Allocation, Retirement Planning, Estate Planning, Mutual Funds, Investments, Equities, Securities, Fixed Income, Series 7, Series 63, Series 65, Uniform Combined State..., Investment Strategies, Financial Planning, Wealth
Education
University of Maryland College Park 2003 — 2007
Bachelor of Arts (B.A.), Economics
Morgan Stanley November 2014 - Present
Morgan Stanley Wealth Management July 2013 - November 2014
Morgan Stanley Wealth Management July 2007 - July 2013
Skills
Wealth Management, Strategic Financial..., Asset Allocation, Retirement Planning, Estate Planning, Mutual Funds, Investments, Equities, Securities, Fixed Income, Series 7, Series 63, Series 65, Uniform Combined State..., Investment Strategies, Financial Planning, Wealth
Education
University of Maryland College Park 2003 — 2007
Bachelor of Arts (B.A.), Economics
Jill Eisenstein Wagner's Morgan Stanley Experience May 2015 - Present
Job VP Graystone Consulting, Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley May 2015 - Present
UBS Wealth Management May 2014 - May 2015
Merrill Lynch January 2013 - May 2014
Morgan Stanley Smith Barney June 2009 - December 2012
Citigroup May 2008 - June 2009
Citigroup June 2006 - May 2008
Smith Barney March 1997 - June 2006
Skills
FINRA, Securities, Mutual Funds, Asset Allocation, ETFs, Asset Managment, Series 7, Series 24, Series 63, Retirement, Financial Services, Portfolio Management
Education
University of Maryland College Park 1988 — 1991
Bs history, American History
Morgan Stanley May 2015 - Present
UBS Wealth Management May 2014 - May 2015
Merrill Lynch January 2013 - May 2014
Morgan Stanley Smith Barney June 2009 - December 2012
Citigroup May 2008 - June 2009
Citigroup June 2006 - May 2008
Smith Barney March 1997 - June 2006
Skills
FINRA, Securities, Mutual Funds, Asset Allocation, ETFs, Asset Managment, Series 7, Series 24, Series 63, Retirement, Financial Services, Portfolio Management
Education
University of Maryland College Park 1988 — 1991
Bs history, American History
David Gasman's Morgan Stanley Experience April 1997 - April 2004
Job Vice President, Director of Business Development at Klik Technologies
Industry Financial Services
Experience
Klik Technologies April 2004 - Present
Morgan Stanley April 1997 - April 2004
Skills
Cash Management, Treasury Services, Commercial Banking, Treasury Management, Banking, Investments, Financial Services, Business Development, Securities, Portfolio Management, Financial Analysis, Equities, Wealth Management, Payment Card Processing, ACH, Finance
Education
University of Maryland College Park 1990 — 1994
BS, Finance
Klik Technologies April 2004 - Present
Morgan Stanley April 1997 - April 2004
Skills
Cash Management, Treasury Services, Commercial Banking, Treasury Management, Banking, Investments, Financial Services, Business Development, Securities, Portfolio Management, Financial Analysis, Equities, Wealth Management, Payment Card Processing, ACH, Finance
Education
University of Maryland College Park 1990 — 1994
BS, Finance
Will Shime's Morgan Stanley Experience August 2003 - July 2005
Job Business Development Manager at C2 Essentials, Inc.
Industry Information Technology and Services
Experience
C2 Essentials, Inc. November 2013 - Present
Column Technologies September 2010 - October 2013
Viamedia October 2007 - September 2010
Kforce Inc. Finance & Accounting, Washington,DC July 2005 - September 2007
Morgan Stanley August 2003 - July 2005
Skills
New Business Development, Sales, ITIL, IT Service Management, Lead Generation, Selling, Direct Sales, Enterprise Software, Strategic HR, Employee Relations, Strategic Partnerships, PEO, ASO
Education
University of Maryland College Park 1999 — 2003
Bachelor of Arts, International Business
Bishop McNamara
C2 Essentials, Inc. November 2013 - Present
Column Technologies September 2010 - October 2013
Viamedia October 2007 - September 2010
Kforce Inc. Finance & Accounting, Washington,DC July 2005 - September 2007
Morgan Stanley August 2003 - July 2005
Skills
New Business Development, Sales, ITIL, IT Service Management, Lead Generation, Selling, Direct Sales, Enterprise Software, Strategic HR, Employee Relations, Strategic Partnerships, PEO, ASO
Education
University of Maryland College Park 1999 — 2003
Bachelor of Arts, International Business
Bishop McNamara
Gerson Martinez's Morgan Stanley Experience June 2009 - January 2013
Job Director of Finance & Analytics at Brilla College Preparatory Charter School
Industry Financial Services
Experience
Brilla College Preparatory Charter School July 2015 - Present
Morgan Stanley June 2009 - January 2013
Morgan Stanley February 2008 - June 2009
Education
University of Maryland College Park 2003 — 2007
Brilla College Preparatory Charter School July 2015 - Present
Morgan Stanley June 2009 - January 2013
Morgan Stanley February 2008 - June 2009
Education
University of Maryland College Park 2003 — 2007
Ron McDonald's Morgan Stanley Experience April 1999 - September 2003
Job Licensed Realtor at Long & Foster Real Estate
Industry Real Estate
Experience
Long & Foster Real Estate April 2015 - Present
Aurora Investment Management Group, LLC September 2009 - April 2015
Morgan Stanley April 1999 - September 2003
Nations Bank Investments August 1993 - April 1999
Skills
Asset Allocation, Asset Management, ETFs, Mutual Funds, Wealth Management, Retirement Planning, Wealth, Tactical Asset..., 529 Plans, Coordinating Events, Asset Managment, Options Strategies, 401 K Rollovers, Wealth Preservation..., Retirement Income..., Retirement Plan..., Charitable Giving..., Technical Analysis, Stock Trading, Commercials, Public Speaking, Real Estate, Title Searches
Education
University of Maryland College Park
Long & Foster Real Estate April 2015 - Present
Aurora Investment Management Group, LLC September 2009 - April 2015
Morgan Stanley April 1999 - September 2003
Nations Bank Investments August 1993 - April 1999
Skills
Asset Allocation, Asset Management, ETFs, Mutual Funds, Wealth Management, Retirement Planning, Wealth, Tactical Asset..., 529 Plans, Coordinating Events, Asset Managment, Options Strategies, 401 K Rollovers, Wealth Preservation..., Retirement Income..., Retirement Plan..., Charitable Giving..., Technical Analysis, Stock Trading, Commercials, Public Speaking, Real Estate, Title Searches
Education
University of Maryland College Park
Nicole DeBlase's Morgan Stanley Experience January 2014 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2014 - Present
Morgan Stanley August 2011 - December 2013
Deutsche Bank Securities June 2007 - August 2011
PNC Advisors July 2006 - May 2007
Skills
Equity Research, Equities, Valuation, Hedge Funds, Capital Markets, Bloomberg, Alternative Investments, Investment Banking
Education
University of Maryland Baltimore County 2003 — 2006
BS, Financial Economics
Morgan Stanley January 2014 - Present
Morgan Stanley August 2011 - December 2013
Deutsche Bank Securities June 2007 - August 2011
PNC Advisors July 2006 - May 2007
Skills
Equity Research, Equities, Valuation, Hedge Funds, Capital Markets, Bloomberg, Alternative Investments, Investment Banking
Education
University of Maryland Baltimore County 2003 — 2006
BS, Financial Economics
Jonathan Maher's Morgan Stanley Experience April 2008 - September 2008
Job Co Founder & Head of Client Delivery People Insights
Industry Management Consulting
Experience
McKinsey & Company September 2014 - Present
McKinsey & Company November 2012 - Present
Goldman Sachs January 2012 - November 2012
Goldman Sachs December 2009 - December 2011
MBIA September 2008 - June 2010
Morgan Stanley April 2008 - September 2008
Skills
Financial Modeling, Project Management, Management, Data Analysis, Leadership, Financial Analysis, Analysis, Microsoft Excel, Microsoft Office, Strategy
Education
New York University - Leonard N. Stern School of Business 2015 — 2016
Master’s Degree, Business Analytics
University of Maryland College Park 2004 — 2007
BS, Physics, Finance
McKinsey & Company September 2014 - Present
McKinsey & Company November 2012 - Present
Goldman Sachs January 2012 - November 2012
Goldman Sachs December 2009 - December 2011
MBIA September 2008 - June 2010
Morgan Stanley April 2008 - September 2008
Skills
Financial Modeling, Project Management, Management, Data Analysis, Leadership, Financial Analysis, Analysis, Microsoft Excel, Microsoft Office, Strategy
Education
New York University - Leonard N. Stern School of Business 2015 — 2016
Master’s Degree, Business Analytics
University of Maryland College Park 2004 — 2007
BS, Physics, Finance
James Starr's Morgan Stanley Experience January 2013 - July 2014
Job JPMorgan Chase & Co. Global Technology
Industry Financial Services
Experience
JPMorgan Chase & Co. March 2015 - Present
Morgan Stanley January 2013 - July 2014
Morgan Stanley 2008 - 2013
Morgan Stanley 2003 - 2008
Morgan Stanley 1998 - 2003
Prudential Financial 1997 - 1998
Travelex 1991 - 1996
Fedders Corporation 1990 - 1991
Baker Perkins 1989 - 1990
Education
University of Maryland College Park
Economics
JPMorgan Chase & Co. March 2015 - Present
Morgan Stanley January 2013 - July 2014
Morgan Stanley 2008 - 2013
Morgan Stanley 2003 - 2008
Morgan Stanley 1998 - 2003
Prudential Financial 1997 - 1998
Travelex 1991 - 1996
Fedders Corporation 1990 - 1991
Baker Perkins 1989 - 1990
Education
University of Maryland College Park
Economics
Marc Lepselter's Morgan Stanley Experience August 2006 - Present
Job Senior Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2006 - Present
UBS July 1998 - August 2006
Skills
Alternative Investments, Fixed Income, Mutual Funds, Portfolio Management, Strategy, Asset Allocation, Financial Services, Capital Markets, Asset Management, Hedge Funds
Education
University of Maryland College Park 1993 — 1997
Morgan Stanley August 2006 - Present
UBS July 1998 - August 2006
Skills
Alternative Investments, Fixed Income, Mutual Funds, Portfolio Management, Strategy, Asset Allocation, Financial Services, Capital Markets, Asset Management, Hedge Funds
Education
University of Maryland College Park 1993 — 1997
Wes Banes's Morgan Stanley Experience August 1997 - Present
Job VP at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 1997 - Present
ETI 1996 - 1997
USF&G 1995 - 1996
Skills
baking bread (bread..., make fire (fire bad!), Derivatives, Fixed Income, Prime Brokerage, Hedge Funds, Sybase, Reference Data, Financial Services, Equity Trading, Capital Markets, Risk Management, Electronic Trading, Trading Systems, Equities, SQL, Business Analysis, Investment Banking, Ballroom Dance, Circus Arts, Balloons, SDLC
Education
University of Maryland Baltimore County 1991 — 1994
BS, Information Systems
Morgan Stanley August 1997 - Present
ETI 1996 - 1997
USF&G 1995 - 1996
Skills
baking bread (bread..., make fire (fire bad!), Derivatives, Fixed Income, Prime Brokerage, Hedge Funds, Sybase, Reference Data, Financial Services, Equity Trading, Capital Markets, Risk Management, Electronic Trading, Trading Systems, Equities, SQL, Business Analysis, Investment Banking, Ballroom Dance, Circus Arts, Balloons, SDLC
Education
University of Maryland Baltimore County 1991 — 1994
BS, Information Systems
robert steinlauf's Morgan Stanley Experience 1968 - 2001
Job Independent Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley 1968 - 2001
Education
University of Maryland College Park 1950 — 1954
bs, industrial management
Morgan Stanley 1968 - 2001
Education
University of Maryland College Park 1950 — 1954
bs, industrial management
Anitta Mathai's Morgan Stanley Experience June 2007 - August 2007
Job Senior Accountant at Match.com
Industry Accounting
Experience
Match.com December 2013 - Present
Enviva LP April 2011 - April 2013
Grant Thornton January 2009 - April 2011
Merrill Lynch June 2008 - August 2008
University of Maryland September 2007 - May 2008
Morgan Stanley June 2007 - August 2007
Skills
Internal Controls, Accounting, Forecasting, General Ledger, Due Diligence, Variance Analysis, Account Reconciliation, Auditing, SEC filings, FRx, US GAAP, Sarbanes-Oxley Act, Financial Analysis, Financial Reporting, Sarbanes-Oxley, Analysis, Payroll, Internal Audit, Process Improvement, ADP Payroll, FAS, Financial Services, Financial Accounting, Finance, MAS500, Hyperion Financial..., Hyperion HFM, Financial Modeling, Microsoft Dynamics GP, IFRS, Excel Models, Essbase, SEC Filings
Education
University of Maryland College Park 2005 — 2008
Bacholor of Science
Match.com December 2013 - Present
Enviva LP April 2011 - April 2013
Grant Thornton January 2009 - April 2011
Merrill Lynch June 2008 - August 2008
University of Maryland September 2007 - May 2008
Morgan Stanley June 2007 - August 2007
Skills
Internal Controls, Accounting, Forecasting, General Ledger, Due Diligence, Variance Analysis, Account Reconciliation, Auditing, SEC filings, FRx, US GAAP, Sarbanes-Oxley Act, Financial Analysis, Financial Reporting, Sarbanes-Oxley, Analysis, Payroll, Internal Audit, Process Improvement, ADP Payroll, FAS, Financial Services, Financial Accounting, Finance, MAS500, Hyperion Financial..., Hyperion HFM, Financial Modeling, Microsoft Dynamics GP, IFRS, Excel Models, Essbase, SEC Filings
Education
University of Maryland College Park 2005 — 2008
Bacholor of Science
Thomas Tolson's Morgan Stanley Experience December 2014 - Present
Job CEO at tolson independent
Industry Telecommunications
Experience
tolson independent March 2015 - Present
Morgan Stanley December 2014 - Present
Social Security Administration June 2012 - Present
MCC International 2010 - 2010
mayors conservation 2010 - 2010
US Department of Transportation (DOT) 2001 - 2005
US Department of Transportation (DOT) 2001 - 2005
arbros 2000 - 2001
Skills
PMP, Linux, Telecommunication..., Telecommunications, VoIP, T1, Computer Network..., Management, Integration, Project Management, Program Management, Cisco Technologies, Data Center, Switches, Troubleshooting, IP, Network Engineering, Networking, ITIL
Education
University of Maryland College Park 1983 — 1987
tolson independent March 2015 - Present
Morgan Stanley December 2014 - Present
Social Security Administration June 2012 - Present
MCC International 2010 - 2010
mayors conservation 2010 - 2010
US Department of Transportation (DOT) 2001 - 2005
US Department of Transportation (DOT) 2001 - 2005
arbros 2000 - 2001
Skills
PMP, Linux, Telecommunication..., Telecommunications, VoIP, T1, Computer Network..., Management, Integration, Project Management, Program Management, Cisco Technologies, Data Center, Switches, Troubleshooting, IP, Network Engineering, Networking, ITIL
Education
University of Maryland College Park 1983 — 1987
Fred M. Gober's Morgan Stanley Experience November 2014 - Present
Job Executive Director
Industry Financial Services
Experience
Morgan Stanley November 2014 - Present
Barclays May 2009 - October 2014
Bernstein Global Wealth Management July 1999 - May 2009
Transwestern Carey Winston May 1987 - June 1999
Skills
Securities, FINRA, Portfolio Management, Financial Services, Due Diligence, Financial Modeling, Equities, Strategic Planning, Risk Management, Investment Banking, Corporate Finance, Fixed Income, Investments, Management, Wealth Management, Real Estate, Financial Analysis, Finance, Asset Management, Contract Negotiation
Education
University of Maryland College Park 1978 — 1982
Bachelor's degree
Morgan Stanley November 2014 - Present
Barclays May 2009 - October 2014
Bernstein Global Wealth Management July 1999 - May 2009
Transwestern Carey Winston May 1987 - June 1999
Skills
Securities, FINRA, Portfolio Management, Financial Services, Due Diligence, Financial Modeling, Equities, Strategic Planning, Risk Management, Investment Banking, Corporate Finance, Fixed Income, Investments, Management, Wealth Management, Real Estate, Financial Analysis, Finance, Asset Management, Contract Negotiation
Education
University of Maryland College Park 1978 — 1982
Bachelor's degree
Kavita Dabke's Morgan Stanley Experience July 2011 - May 2012
Job Software Development Engineer at Amazon
Industry Computer Software
Experience
Amazon June 2013 - Present
Morgan Stanley July 2011 - May 2012
University of Maryland Baltimore County August 2009 - May 2011
Morgan Stanley May 2010 - August 2010
Tata Consultancy Services August 2008 - June 2009
Skills
Perl, Sybase ASE, Unix Shell Scripting, Distributed Systems, Java, JSP, PL/SQL, Hadoop, C#, Oracle SQL, Linux, LINQ, MySQL, AJAX, Software Development
Education
University of Maryland Baltimore County 2009 — 2011
MS, Computer Science, GPA 4.0
Mumbai University 2004 — 2008
BE, Computer Engineering
Amazon June 2013 - Present
Morgan Stanley July 2011 - May 2012
University of Maryland Baltimore County August 2009 - May 2011
Morgan Stanley May 2010 - August 2010
Tata Consultancy Services August 2008 - June 2009
Skills
Perl, Sybase ASE, Unix Shell Scripting, Distributed Systems, Java, JSP, PL/SQL, Hadoop, C#, Oracle SQL, Linux, LINQ, MySQL, AJAX, Software Development
Education
University of Maryland Baltimore County 2009 — 2011
MS, Computer Science, GPA 4.0
Mumbai University 2004 — 2008
BE, Computer Engineering
Bret Caretsky's Morgan Stanley Experience November 2008 - March 2009
Job Co Founder and CEO at Montauk Juice Factory
Industry Insurance
Experience
Montauk Juice Factory March 2014 - Present
Turner Construction Company March 2013 - March 2014
UnitedHealth Group May 2011 - May 2012
UnitedHealthcare May 2009 - May 2011
Morgan Stanley November 2008 - March 2009
Skills
Employee Benefits, Health Insurance, Insurance, Fixed Annuities, Cold Calling, Accounting, Training, Small Business, Recruiting, Human Resources, Marketing, College Recruiting, New Business Development, Management, Customer Retention
Education
University of Massachusetts, Amherst 2004 — 2007
BA, Business Communications
University of Maryland College Park
University of Maryland College Park
Montauk Juice Factory March 2014 - Present
Turner Construction Company March 2013 - March 2014
UnitedHealth Group May 2011 - May 2012
UnitedHealthcare May 2009 - May 2011
Morgan Stanley November 2008 - March 2009
Skills
Employee Benefits, Health Insurance, Insurance, Fixed Annuities, Cold Calling, Accounting, Training, Small Business, Recruiting, Human Resources, Marketing, College Recruiting, New Business Development, Management, Customer Retention
Education
University of Massachusetts, Amherst 2004 — 2007
BA, Business Communications
University of Maryland College Park
University of Maryland College Park
Prashant Doshi's Morgan Stanley Experience April 2000 - April 2001
Job Director, FX Technology at Citi
Industry Financial Services
Experience
Citi September 2006 - Present
Lehman Brothers April 2001 - September 2006
Morgan Stanley April 2000 - April 2001
Credit Suisse First Boston July 1997 - April 2000
Various firms in Washington DC area July 1988 - July 1997
Education
University of Maryland College Park
MS, Computer Science
Citi September 2006 - Present
Lehman Brothers April 2001 - September 2006
Morgan Stanley April 2000 - April 2001
Credit Suisse First Boston July 1997 - April 2000
Various firms in Washington DC area July 1988 - July 1997
Education
University of Maryland College Park
MS, Computer Science
Arnold Serrette's Morgan Stanley Experience March 2015 - Present
Job Wealth Advisor Associate
Industry Financial Services
Experience
Morgan Stanley March 2015 - Present
Morgan Stanley July 2013 - December 2013
BNY Mellon March 2012 - May 2012
Bank of New York Mellon November 2009 - February 2012
Pershing May 2008 - August 2008
Pershing May 2007 - August 2007
Skills
Investment Banking, Credit Risk, Compliance, Risk Management, Corporate Finance, Investments, Mutual Funds, Bloomberg, Financial Services, Securities, Equities, Fixed Income, Financial Analysis, Portfolio Management, Banking, Capital Markets, Derivatives, Bloomberg Terminal, Financial Modeling, Financial Risk, Microsoft Office, Finance, Microsoft Excel, PowerPoint, Start-ups, Series 7, Wealth Management, Analysis, Trading, Bonds
Education
University of Maryland College Park 2004 — 2008
B.A.
Morgan Stanley March 2015 - Present
Morgan Stanley July 2013 - December 2013
BNY Mellon March 2012 - May 2012
Bank of New York Mellon November 2009 - February 2012
Pershing May 2008 - August 2008
Pershing May 2007 - August 2007
Skills
Investment Banking, Credit Risk, Compliance, Risk Management, Corporate Finance, Investments, Mutual Funds, Bloomberg, Financial Services, Securities, Equities, Fixed Income, Financial Analysis, Portfolio Management, Banking, Capital Markets, Derivatives, Bloomberg Terminal, Financial Modeling, Financial Risk, Microsoft Office, Finance, Microsoft Excel, PowerPoint, Start-ups, Series 7, Wealth Management, Analysis, Trading, Bonds
Education
University of Maryland College Park 2004 — 2008
B.A.
Chris Kerner's Morgan Stanley Experience June 2010 - Present
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2010 - Present
Ameriprise Financial February 2010 - May 2010
Gammon Financial January 2008 - February 2010
Calderon and Sons, Inc., Fencing Company February 2007 - November 2007
The Capital, Annapolis daily newspaper March 2005 - May 2007
Skills
Microsoft Office, Customer Service, Workshop Facilitation, Financial Services, QuickBooks, Quality Control, Customer Satisfaction, Series 7, Analysis, Statistics, Securities, Investments, Editing, Wealth Management, Banking, Risk Management
Education
University of Maryland Baltimore County
Bachelor of Arts, History
Morgan Stanley June 2010 - Present
Ameriprise Financial February 2010 - May 2010
Gammon Financial January 2008 - February 2010
Calderon and Sons, Inc., Fencing Company February 2007 - November 2007
The Capital, Annapolis daily newspaper March 2005 - May 2007
Skills
Microsoft Office, Customer Service, Workshop Facilitation, Financial Services, QuickBooks, Quality Control, Customer Satisfaction, Series 7, Analysis, Statistics, Securities, Investments, Editing, Wealth Management, Banking, Risk Management
Education
University of Maryland Baltimore County
Bachelor of Arts, History
Josh Hollander, CFA's Morgan Stanley Experience December 2007 - July 2008
Job Director Credit Management at TD Securities
Industry Banking
Experience
TD Securities January 2011 - Present
TD Securities September 2008 - December 2010
Morgan Stanley December 2007 - July 2008
Morgan Stanley September 2004 - November 2007
Morgan Stanley June 2003 - September 2004
KPMG June 2002 - June 2003
Howard County Public Schools September 2001 - June 2002
Skills
MBS, ABS, Securitization, Structured Products, Capital Markets, Fixed Income, Intex, Credit Analysis, Loans, Financial Structuring, Banking, Structured Finance, Portfolio Management, Investments, Credit, Risk Management, Securities, Financial Modeling, Bonds, Financial Risk, Management, Investment Banking
Education
University of Maryland College Park 1997 — 2001
BS, Business - Decision and Information Sciences
TD Securities January 2011 - Present
TD Securities September 2008 - December 2010
Morgan Stanley December 2007 - July 2008
Morgan Stanley September 2004 - November 2007
Morgan Stanley June 2003 - September 2004
KPMG June 2002 - June 2003
Howard County Public Schools September 2001 - June 2002
Skills
MBS, ABS, Securitization, Structured Products, Capital Markets, Fixed Income, Intex, Credit Analysis, Loans, Financial Structuring, Banking, Structured Finance, Portfolio Management, Investments, Credit, Risk Management, Securities, Financial Modeling, Bonds, Financial Risk, Management, Investment Banking
Education
University of Maryland College Park 1997 — 2001
BS, Business - Decision and Information Sciences
Lisa A. O'Brien's Morgan Stanley Experience October 2007 - July 2008
Job Passionate about people, visiting places & changing things!
Industry Professional Training & Coaching
Experience
Signature Smiles July 2008 - August 2013
Morgan Stanley October 2007 - July 2008
Wachovia Mortgage Corp August 2004 - December 2005
Pinnacle Lending Group December 2003 - July 2004
International Banking Technologies April 2003 - December 2003
Careers USA March 2002 - June 2002
Certified Vacation Group June 2001 - September 2001
First Union National Bank August 1998 - January 2001
Amnex International, Inc July 1997 - August 1998
First Union National Bank March 1996 - July 1997
Skills
Dynamic Trainer, Consultants, Sales Management, Sales Presentations, Customer Service, Marketing, Coaching, Budgets, Management, Finance, New Business Development, Account Management, Microsoft Office, Analysis, Training, Purchasing, Customer Retention, Sales, Social Media Marketing, Recruiting, Research
Education
University of Maryland Baltimore County
BA, Education, English
Signature Smiles July 2008 - August 2013
Morgan Stanley October 2007 - July 2008
Wachovia Mortgage Corp August 2004 - December 2005
Pinnacle Lending Group December 2003 - July 2004
International Banking Technologies April 2003 - December 2003
Careers USA March 2002 - June 2002
Certified Vacation Group June 2001 - September 2001
First Union National Bank August 1998 - January 2001
Amnex International, Inc July 1997 - August 1998
First Union National Bank March 1996 - July 1997
Skills
Dynamic Trainer, Consultants, Sales Management, Sales Presentations, Customer Service, Marketing, Coaching, Budgets, Management, Finance, New Business Development, Account Management, Microsoft Office, Analysis, Training, Purchasing, Customer Retention, Sales, Social Media Marketing, Recruiting, Research
Education
University of Maryland Baltimore County
BA, Education, English
Joseph Troy, CAIA's Morgan Stanley Experience 1993 - 2000
Job Executive Director Hatteras Funds
Industry Financial Services
Experience
Hatteras Funds December 2014 - Present
Mesirow Financial March 2011 - October 2014
UBP Asset Management 2007 - 2010
UBS Wealth Management 2005 - 2007
Prudential Securities 2000 - 2004
Morgan Stanley 1993 - 2000
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Portfolio Management, Asset Managment, Fund Of Funds, Equities, Bloomberg, Investment Management, Structured Products, Capital Markets, Derivatives, Investments, Valuation, Financial Modeling, Series 7, Private Equity, Investor Relations, Wealth Management, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 1999 — 2002
MBA, Finance & International Business
University of Maryland College Park 1988 — 1992
BS, Economics & Political Science
Hatteras Funds December 2014 - Present
Mesirow Financial March 2011 - October 2014
UBP Asset Management 2007 - 2010
UBS Wealth Management 2005 - 2007
Prudential Securities 2000 - 2004
Morgan Stanley 1993 - 2000
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Portfolio Management, Asset Managment, Fund Of Funds, Equities, Bloomberg, Investment Management, Structured Products, Capital Markets, Derivatives, Investments, Valuation, Financial Modeling, Series 7, Private Equity, Investor Relations, Wealth Management, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 1999 — 2002
MBA, Finance & International Business
University of Maryland College Park 1988 — 1992
BS, Economics & Political Science
Jeffrey Pearlman's Morgan Stanley Experience April 2007 - June 2008
Job Financial Advisor at Brown | Miller Wealth Management Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Brown Miller Wealth Management Group of Wells Fargo Advisors, LLC October 2014 - Present
Brown Miller Wealth Management Group of Wells Fargo Advisors, LLC January 2010 - October 2014
Smith Barney June 2008 - December 2009
Morgan Stanley April 2007 - June 2008
KH Funding Company September 2006 - April 2007
Skills
Mutual Funds, Financial Advisory, Microsoft Excel, Asset Allocation, Retirement Planning, Insurance, 401k Rollovers, Risk Management, Finance, Customer Service, Trading, Data Analysis, Investments, Series 7
Education
University of Maryland College Park 2005 — 2009
B.A., Economics
Brown Miller Wealth Management Group of Wells Fargo Advisors, LLC October 2014 - Present
Brown Miller Wealth Management Group of Wells Fargo Advisors, LLC January 2010 - October 2014
Smith Barney June 2008 - December 2009
Morgan Stanley April 2007 - June 2008
KH Funding Company September 2006 - April 2007
Skills
Mutual Funds, Financial Advisory, Microsoft Excel, Asset Allocation, Retirement Planning, Insurance, 401k Rollovers, Risk Management, Finance, Customer Service, Trading, Data Analysis, Investments, Series 7
Education
University of Maryland College Park 2005 — 2009
B.A., Economics
Jon Aronson's Morgan Stanley Experience January 2014 - Present
Job Director Morgan Stanley Corporate Interiors Construction Sourcing
Industry Financial Services
Experience
Morgan Stanley January 2014 - Present
Morgan Stanley March 2012 - January 2014
Consultant to Morgan Stanley January 2007 - February 2012
VOGT electronic of North America, Inc (now Sumida) January 2000 - February 2004
Skills
Vendor Management, Strategic Sourcing, Supply Management, Sourcing, Outsourcing, Project Planning, Procurement, Contract Negotiation, Contract Management, Stakeholder Management, Budgets, Strategic Planning, Cross-functional Team..., Process Improvement, Global Sourcing, Project Management, Risk Management, Business Process..., Strategy, Change Management, Program Management, Operations Management, Management, Negotiation
Education
University of Maryland College Park
Bachelor of Arts (BA)
Morgan Stanley January 2014 - Present
Morgan Stanley March 2012 - January 2014
Consultant to Morgan Stanley January 2007 - February 2012
VOGT electronic of North America, Inc (now Sumida) January 2000 - February 2004
Skills
Vendor Management, Strategic Sourcing, Supply Management, Sourcing, Outsourcing, Project Planning, Procurement, Contract Negotiation, Contract Management, Stakeholder Management, Budgets, Strategic Planning, Cross-functional Team..., Process Improvement, Global Sourcing, Project Management, Risk Management, Business Process..., Strategy, Change Management, Program Management, Operations Management, Management, Negotiation
Education
University of Maryland College Park
Bachelor of Arts (BA)
April Kanowitz's Morgan Stanley Experience June 2006 - November 2007
Job Finance Manager at Digitas
Industry Marketing and Advertising
Experience
Digitas August 2011 - May 2013
Neo@Ogilvy May 2010 - August 2011
Neo@Ogilvy January 2008 - May 2010
Morgan Stanley June 2006 - November 2007
Skills
Forecasting, SAP, Strategic Planning, Financial Analysis, Process Improvement, Financial Reporting, Revenue Recognition, Revenue Analysis, Business Process..., Finance
Education
University of Maryland College Park 2002 — 2006
Bachelor of Science, Accounting
Digitas August 2011 - May 2013
Neo@Ogilvy May 2010 - August 2011
Neo@Ogilvy January 2008 - May 2010
Morgan Stanley June 2006 - November 2007
Skills
Forecasting, SAP, Strategic Planning, Financial Analysis, Process Improvement, Financial Reporting, Revenue Recognition, Revenue Analysis, Business Process..., Finance
Education
University of Maryland College Park 2002 — 2006
Bachelor of Science, Accounting
Constantinos Demetriades's Morgan Stanley Experience January 2014 - Present
Job Program Manager at United States Department of Defense
Industry Financial Services
Experience
United States Department of Defense February 2015 - Present
Morgan Stanley January 2014 - Present
Morgan Stanley January 2012 - January 2014
Morgan Stanley January 2010 - January 2012
Citi/Morgan Stanley Smith Barney January 2009 - January 2010
Citi November 2006 - January 2009
Skills
Risk Management, Vendor Management, Project Management, Policy, Program Management, Operations Management, Process Improvement, Analysis, Financial Services, Production Enhancement, Collaboration
Education
University of Maryland Baltimore County 2002 — 2005
Bachelors, Information Systems, Philosophy
United States Department of Defense February 2015 - Present
Morgan Stanley January 2014 - Present
Morgan Stanley January 2012 - January 2014
Morgan Stanley January 2010 - January 2012
Citi/Morgan Stanley Smith Barney January 2009 - January 2010
Citi November 2006 - January 2009
Skills
Risk Management, Vendor Management, Project Management, Policy, Program Management, Operations Management, Process Improvement, Analysis, Financial Services, Production Enhancement, Collaboration
Education
University of Maryland Baltimore County 2002 — 2005
Bachelors, Information Systems, Philosophy
Skarpetowski David's Morgan Stanley Experience January 2015 - Present
Job Executive Director, Enterprise Network Services Lead Business Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley September 1999 - January 2015
Skills
Telecommunications, Management, Financial Modeling, Vendor Management, IT Management, Finance, Trading Systems, IT Strategy, Business Analysis, SDLC, Portfolio Management, Project Portfolio..., Financial Services, Risk Management, PMO
Education
University of Maryland College Park 1995 — 1999
Morgan Stanley January 2015 - Present
Morgan Stanley September 1999 - January 2015
Skills
Telecommunications, Management, Financial Modeling, Vendor Management, IT Management, Finance, Trading Systems, IT Strategy, Business Analysis, SDLC, Portfolio Management, Project Portfolio..., Financial Services, Risk Management, PMO
Education
University of Maryland College Park 1995 — 1999
Nicole St Marie's Morgan Stanley Experience July 2012 - Present
Job Global Banking Operations Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2012 - Present
Teach For America August 2011 - May 2012
First Allied Securities June 2011 - August 2011
Skills
Retail Banking, Operations Control, Operational Risk..., Analysis, Customer Service, Training, Compliance Operations, Microsoft Excel, Microsoft Word, Outlook
Education
University of Maryland College Park 2008 — 2012
Bachelor of Arts (BA), Political Science and Government
The American University of Rome 2011 — 2011
Cathedral Catholic High School 2004 — 2008
Morgan Stanley July 2012 - Present
Teach For America August 2011 - May 2012
First Allied Securities June 2011 - August 2011
Skills
Retail Banking, Operations Control, Operational Risk..., Analysis, Customer Service, Training, Compliance Operations, Microsoft Excel, Microsoft Word, Outlook
Education
University of Maryland College Park 2008 — 2012
Bachelor of Arts (BA), Political Science and Government
The American University of Rome 2011 — 2011
Cathedral Catholic High School 2004 — 2008
Shawn Lemko's Morgan Stanley Experience 2000 - 2003
Job Assistant Complex Operations Manager at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. February 2013 - Present
Southwest Securities 2009 - 2012
Morgan Stanley 2000 - 2003
Education
University of Maryland College Park 1995 — 1999
Bachelor of Arts (B.A.), Economics
UBS Financial Services, Inc. February 2013 - Present
Southwest Securities 2009 - 2012
Morgan Stanley 2000 - 2003
Education
University of Maryland College Park 1995 — 1999
Bachelor of Arts (B.A.), Economics
Kevin Shao's Morgan Stanley Experience August 2014 - January 2015
Job Investment Advisor Representative at Quantum Financial Advisors
Industry Financial Services
Experience
Quantum Financial Advisors March 2015 - Present
Morgan Stanley August 2014 - January 2015
Quantum Financial Advisors 2013 - December 2014
Video Semantics July 2013 - December 2013
Bank of China June 2012 - August 2012
Circle Square Mortgage June 2011 - August 2011
Johns Hopkins Hospital August 2008 - July 2009
Skills
SAS, Stata, R, SPSS, Data Analysis, Quantitative Analytics, Data Mining, Statistics, VBA, SAS programming, Statistical Modeling, Business Analytics, Analytics
Education
University of Maryland College Park 2010 — 2014
Bachelor of Science (BS), Finance / Information Systems
University of Maryland College Park 2010 — 2014
Bachelor of Science (BS), Finance, Information Systems
Centennial High School
Centennial High School
Quantum Financial Advisors March 2015 - Present
Morgan Stanley August 2014 - January 2015
Quantum Financial Advisors 2013 - December 2014
Video Semantics July 2013 - December 2013
Bank of China June 2012 - August 2012
Circle Square Mortgage June 2011 - August 2011
Johns Hopkins Hospital August 2008 - July 2009
Skills
SAS, Stata, R, SPSS, Data Analysis, Quantitative Analytics, Data Mining, Statistics, VBA, SAS programming, Statistical Modeling, Business Analytics, Analytics
Education
University of Maryland College Park 2010 — 2014
Bachelor of Science (BS), Finance / Information Systems
University of Maryland College Park 2010 — 2014
Bachelor of Science (BS), Finance, Information Systems
Centennial High School
Centennial High School
Andrew Houck's Morgan Stanley Experience January 2015 - Present
Job Operations Analyst
Industry Investment Banking
Experience
Morgan Stanley January 2015 - Present
Education
University of Maryland College Park 2012 — 2014
Bachelor of Arts (B.A.), Economics
Morgan Stanley January 2015 - Present
Education
University of Maryland College Park 2012 — 2014
Bachelor of Arts (B.A.), Economics
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS